 BOOKING HOLDINGS INC COMBKNG |
| 11.21% | 7.51% | $5.4M | 1,013 | $4.1M | 759 | +254+33.47% | Add |
 ZOETIS INC CL AZTS |
| 8.12% | 5.58% | $3.9M | 31,216 | $3.0M | 20,794 | +10,422+50.12% | Add |
 MSCI INCMSCI |
| 7.87% | 6.84% | $3.8M | 6,635 | $3.7M | 6,583 | +52+0.79% | Add |
 MICROSOFT CORPMSFT |
| 7.27% | 10.06% | $3.5M | 7,274 | $5.5M | 10,596 | -3,322-31.35% | Reduce |
 AIRBNB INC COM CL AABNB |
| 6.58% | 6.16% | $3.2M | 23,441 | $3.4M | 27,690 | -4,249-15.34% | Reduce |
 EQUIFAX INCEFX |
| 6% | 6.51% | $2.9M | 13,386 | $3.6M | 13,858 | -472-3.41% | Reduce |
 VISA INCV |
| 5.34% | 5.49% | $2.6M | 7,361 | $3.0M | 8,780 | -1,419-16.16% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 5.26% | 4.19% | $2.5M | 4,455 | $2.3M | 4,016 | +439+10.93% | Add |
 DISNEY WALT CODIS |
| 5.22% | 5.45% | $2.5M | 22,187 | $3.0M | 25,994 | -3,807-14.65% | Reduce |
 MOODYS CORPMCO |
| 4.89% | 0.1% | $2.4M | 4,630 | $52,413 | 110 | +4,520+4,109.09% | Add |
 BROOKFIELD CORPBN |
| 4.71% | — | $2.3M | 49,708 | $0 | 0 | +49,708 | New Buy |
 COPART INC COMCPRT |
| 4.71% | — | $2.3M | 58,245 | $0 | 0 | +58,245 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 4.67% | — | $2.3M | 27,640 | $0 | 0 | +27,640 | New Buy |
 ALPHABET INCGOOGL |
| 4.1% | 4.89% | $2.0M | 6,334 | $2.7M | 10,967 | -4,633-42.24% | Reduce |
 SUZANO S ASUZ |
| 3.85% | 4.12% | $1.9M | 199,511 | $2.2M | 239,020 | -39,509-16.53% | Reduce |
 CREDIT ACCEP CORP MICHCACC |
| 3.81% | — | $1.8M | 4,153 | $0 | 0 | +4,153 | New Buy |
 NIKE INCNKE |
| 3.6% | 2.91% | $1.7M | 27,381 | $1.6M | 22,800 | +4,581+20.09% | Add |
 WW GRAINGER INCGWW |
| 2.79% | — | $1.4M | 1,339 | $0 | 0 | +1,339 | New Buy |
