Holdings
| SPGI S&P GLOBAL INC | $103.2M | 23.0% | 421,407 | — | — | Held |
| FICO FAIR ISAAC CORP | $101.1M | 22.6% | 333,078 | — | — | Held |
| MCO MOODY'S CORP | $91.5M | 20.4% | 446,915 | +26,000 | +6.2% | Added |
| V VISA INC-CLASS A SHARES | $83.1M | 18.5% | 482,922 | +14,000 | +3.0% | Added |
| INTU INTUIT INC | $25.2M | 5.6% | 94,641 | — | — | Held |
| MA MASTERCARD INC - A | $20.9M | 4.7% | 76,850 | +41,100 | +115.0% | Added |
| ADSK AUTODESK INC | $16.0M | 3.6% | 108,050 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $5.4M | 1.2% | 43,813 | +12,100 | +38.2% | Added |
| AMZN AMAZON.COM INC | $1.7M | 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.