| KKKR & CO INC COMKKR |
| 13.82% | 13.72% | $155.0M | 1.7M | $143.5M | 1.6M | +137,071+8.83% | Add |
 VISA INCV |
| 10.14% | 9.63% | $113.7M | 331,381 | $100.7M | 333,128 | -1,747-0.52% | Reduce |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 8.43% | 9.07% | $94.5M | 1.2M | $94.9M | 1.3M | -77,495-6.04% | Reduce |
 S&P GLOBAL INCSPGI |
| 8.04% | 6.9% | $90.2M | 221,477 | $72.2M | 169,675 | +51,802+30.53% | Add |
 WOODWARD INCWWD |
| 7.31% | 4.14% | $82.0M | 192,761 | $43.3M | 120,961 | +71,800+59.36% | Add |
 TRANSDIGM GROUP INCTDG |
| 5.99% | 5.47% | $67.1M | 50,410 | $57.2M | 49,367 | +1,043+2.11% | Add |
| TTYLER TECHNOLOGIES INCTYL |
| 4.79% | 4.33% | $53.7M | 183,535 | $45.3M | 132,292 | +51,243+38.73% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 4.7% | 7.24% | $52.7M | 114,768 | $75.7M | 156,161 | -41,393-26.51% | Reduce |
 CINTAS CORP COMCTAS |
| 4.57% | 4.22% | $51.2M | 301,319 | $44.1M | 260,796 | +40,523+15.54% | Add |
 TEXAS INSTRS INCTXN |
| 4.52% | — | $50.7M | 170,203 | $0 | 0 | +170,203 | New Buy |
 WASTE CONNECTIONS INCWCN |
| 4.45% | — | $49.9M | 299,501 | $0 | 0 | +299,501 | New Buy |
 HILTON WORLDWIDE HLDGS INCHLT |
| 4.28% | 7.67% | $48.1M | 145,410 | $80.2M | 263,698 | -118,288-44.86% | Reduce |
| CC H ROBINSON WORLDWIDE INCHRW |
| 3.79% | — | $42.5M | 225,708 | $0 | 0 | +225,708 | New Buy |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 3.66% | 5.94% | $41.1M | 333,982 | $62.2M | 415,635 | -81,653-19.65% | Reduce |
| SSS&C TECH HLDGSSSNC |
| 3.14% | 4.2% | $35.2M | 566,770 | $44.0M | 650,776 | -84,006-12.91% | Reduce |
 GILDAN ACTIVEWEAR INCGIL |
| 3.06% | 4.53% | $34.3M | 664,834 | $47.4M | 852,092 | -187,258-21.98% | Reduce |
 CHURCHILL DOWNS INCCHDN |
| 2.94% | 7.47% | $33.0M | 368,054 | $78.2M | 870,362 | -502,308-57.71% | Reduce |
 ROCKET COS INC COM CL ARKT |
| 2.37% | 2.14% | $26.6M | 1.7M | $22.4M | 1.6M | +119,464+7.60% | Add |
