Holdings
| META META PLATFORMS INC-CLASS A | $82.1M | 21.7% | 422,382 | −19,800 | −4.5% | Reduced |
| DG DOLLAR GENERAL CORP | $45.9M | 12.1% | 465,375 | +153,100 | +49.0% | Added |
| GOOG ALPHABET INC-CL C | $41.7M | 11.0% | 37,411 | +7,880 | +26.7% | Added |
| PYPL PAYPAL HOLDINGS INC | $36.0M | 9.5% | 432,105 | +432,105 | — | New |
| SITE SITEONE LANDSCAPE SUPPLY INC | $34.9M | 9.2% | 415,378 | +109 | +0.0% | Added |
| ROP ROPER TECHNOLOGIES INC | $28.3M | 7.5% | 102,739 | +28,525 | +38.4% | Added |
| TTD TRADE DESK INC -CLASS A | $26.9M | 7.1% | 286,708 | +286,708 | — | New |
| CMPREUR CIMPRESS NV | $26.8M | 7.1% | 184,980 | +42 | +0.0% | Added |
| AKX ANSYS INC | $26.3M | 6.9% | 150,704 | +32 | +0.0% | Added |
| WK WORKIVA INC | $17.0M | 4.5% | 698,448 | −305,341 | −30.4% | Reduced |
| EBAY EBAY INC | $12.8M | 3.4% | 351,761 | −553,839 | −61.2% | Reduced |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.