 TAPESTRY INCTPR |
| 18.03% | 18.73% | $59.1M | 403,882 | $59.4M | 420,653 | -16,771-3.99% | Reduce |
 MICROSOFT CORPMSFT |
| 16.97% | 18.15% | $55.7M | 149,202 | $57.5M | 155,398 | -6,196-3.99% | Reduce |
 S&P GLOBAL INCSPGI |
| 15.04% | 16.92% | $49.3M | 121,062 | $53.6M | 126,089 | -5,027-3.99% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 14.49% | 16.15% | $47.5M | 338,233 | $51.2M | 352,279 | -14,046-3.99% | Reduce |
 EQUIFAX INCEFX |
| 12.06% | 14.75% | $39.6M | 249,186 | $46.7M | 259,534 | -10,348-3.99% | Reduce |
 CHIPOTLE MEXICAN GRILL INCCMG |
| 9.69% | — | $31.8M | 934,887 | $0 | 0 | +934,887 | New Buy |
 STRYKER CORPORATIONSYK |
| 6.17% | — | $20.2M | 64,291 | $0 | 0 | +64,291 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 4.35% | 10.14% | $14.3M | 28,477 | $32.1M | 65,362 | -36,885-56.43% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 3.15% | 5.11% | $10.3M | 57,927 | $16.2M | 3,845 | +54,082+1,406.55% | Add |
| CCARVANA COCVNA |
| 0.01% | — | $30,954 | 469 | $0 | 0 | +469 | New Buy |
 PFIZER INC PUTPFE |
| 0.01% | — | $28,800 | 1,200 | $0 | 0 | +1,200 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.01% | — | $26,208 | 224 | $0 | 0 | +224 | New Buy |
 COINBASE GLOBAL INCCOIN |
| 0.01% | — | $25,550 | 175 | $0 | 0 | +175 | New Buy |
 ALBEMARLE CORPALB |
| <0.01% | — | $12,825 | 95 | $0 | 0 | +95 | New Buy |
 SUPER MICRO COMPUTER INCSMCI |
| <0.01% | — | $11,194 | 386 | $0 | 0 | +386 | New Buy |
