Holdings
| FICO FAIR ISAAC CORP | $124.8M | 24.3% | 333,078 | — | — | Held |
| SPGI S&P GLOBAL INC | $115.1M | 22.4% | 421,407 | — | — | Held |
| MCO MOODY'S CORP | $106.8M | 20.8% | 449,915 | +3,000 | +0.7% | Added |
| V VISA INC-CLASS A SHARES | $90.7M | 17.6% | 482,922 | — | — | Held |
| MA MASTERCARD INC - A | $25.3M | 4.9% | 84,850 | +8,000 | +10.4% | Added |
| INTU INTUIT INC | $24.8M | 4.8% | 94,641 | — | — | Held |
| ADSK AUTODESK INC | $19.8M | 3.9% | 108,050 | — | — | Held |
| AZPNUSD ASPEN TECHNOLOGY INC | $5.3M | 1.0% | 43,813 | — | — | Held |
| AMZN AMAZON.COM INC | $1.8M | 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.