Holdings
| MCO MOODY'S CORP | $51.9M | 27.4% | 351,415 | — | — | Held |
| SPGI S&P GLOBAL INC | $49.5M | 26.1% | 292,209 | — | — | Held |
| MNST MONSTER BEVERAGE CORP | $33.6M | 17.8% | 531,249 | — | — | Held |
| EFX EQUIFAX INC | $28.5M | 15.0% | 241,503 | +147,503 | +156.9% | Added |
| V VISA INC-CLASS A SHARES | $9.3M | 4.9% | 82,000 | — | — | Held |
| INTU INTUIT INC | $9.2M | 4.9% | 58,500 | — | — | Held |
| MA MASTERCARD INC - A | $5.3M | 2.8% | 34,750 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $2.1M | 1.1% | 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.