Holdings
| MA MASTERCARD INC - A | $477.9M | 22.6% | 1,342,158 | +665,544 | +98.4% | Added |
| SPGI S&P GLOBAL INC | $449.0M | 21.2% | 1,272,544 | +627,003 | +97.1% | Added |
| MCO MOODY'S CORP | $345.0M | 16.3% | 1,155,246 | +561,717 | +94.6% | Added |
| FICO FAIR ISAAC CORP | $323.7M | 15.3% | 666,001 | +319,723 | +92.3% | Added |
| V VISA INC-CLASS A SHARES | $215.0M | 10.2% | 1,015,303 | +477,181 | +88.7% | Added |
| ADBE ADOBE INC | $89.0M | 4.2% | 187,189 | +106,689 | +132.5% | Added |
| INTU INTUIT INC | $82.4M | 3.9% | 215,221 | +99,480 | +86.0% | Added |
| ADSK AUTODESK INC | $70.3M | 3.3% | 253,508 | +115,884 | +84.2% | Added |
| AZPNUSD ASPEN TECHNOLOGY INC | $55.9M | 2.6% | 387,202 | +184,936 | +91.4% | Added |
| AMZN AMAZON.COM INC | $5.7M | 0.3% | 1,842 | +842 | +84.2% | Added |
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.