Holdings
| MCO MOODY'S CORP | $39.4M | 30.6% | 351,415 | — | — | Held |
| SPGI S&P GLOBAL INC | $38.2M | 29.7% | 292,209 | — | — | Held |
| MNST MONSTER BEVERAGE CORP | $24.1M | 18.7% | 521,745 | +64,571 | +14.1% | Added |
| V VISA INC-CLASS A SHARES | $7.3M | 5.7% | 82,000 | — | — | Held |
| NKE NIKE INC -CL B | $7.0M | 5.4% | 125,084 | — | — | Held |
| INTU INTUIT INC | $6.8M | 5.3% | 58,500 | — | — | Held |
| MA MASTERCARD INC - A | $3.9M | 3.0% | 34,750 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $1.9M | 1.5% | 31,713 | — | — | Held |
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.