Holdings
| FICO FAIR ISAAC CORP | $104.6M | 24.8% | 333,078 | — | — | Held |
| SPGI S&P GLOBAL INC | $96.0M | 22.8% | 421,407 | +14,000 | +3.4% | Added |
| MCO MOODY'S CORP | $82.2M | 19.5% | 420,915 | — | — | Held |
| V VISA INC-CLASS A SHARES | $81.4M | 19.3% | 468,922 | +19,000 | +4.2% | Added |
| INTU INTUIT INC | $24.7M | 5.9% | 94,641 | — | — | Held |
| ADSK AUTODESK INC | $17.6M | 4.2% | 108,050 | — | — | Held |
| MA MASTERCARD INC - A | $9.5M | 2.2% | 35,750 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $3.9M | 0.9% | 31,713 | — | — | Held |
| AMZN AMAZON.COM INC | $1.9M | 0.4% | 1,000 | — | — | 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.