 AERCAP HOLDINGS NV SHSAER |
| 11.11% | 11% | $189.7M | 1.3M | $184.5M | 1.3M | -43,566-3.24% | Reduce |
 AMAZON COM INCAMZN |
| 9.96% | 9.23% | $170.0M | 713,270 | $154.8M | 743,467 | -30,197-4.06% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.34% | 4.06% | $125.4M | 626,510 | $68.1M | 390,418 | +236,092+60.47% | Add |
| CCRH PLCCRH |
| 7.08% | 7.32% | $121.0M | 1.1M | $122.7M | 1.2M | -37,107-3.18% | Reduce |
 VISA INCV |
| 6.42% | 5.95% | $109.7M | 319,699 | $99.8M | 330,356 | -10,657-3.23% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 6.26% | 6.03% | $106.9M | 208,150 | $101.1M | 202,344 | +5,806+2.87% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 5.97% | 5.94% | $101.9M | 571,760 | $99.6M | 23,652 | +548,108+2,317.39% | Add |
 DANAHER CORP DEL COMDHR |
| 5.66% | 4.47% | $96.6M | 507,252 | $75.1M | 395,943 | +111,309+28.11% | Add |
 MICROSOFT CORPMSFT |
| 5.23% | 7.46% | $89.3M | 239,273 | $125.1M | 337,991 | -98,718-29.21% | Reduce |
 JACOBS SOLUTIONS INCJ |
| 5.11% | 5.42% | $87.2M | 692,407 | $90.9M | 714,271 | -21,864-3.06% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 5.1% | 5.78% | $87.2M | 707,925 | $97.0M | 616,718 | +91,207+14.79% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 3.33% | 3.65% | $56.8M | 340,997 | $61.2M | 352,836 | -11,839-3.36% | Reduce |
 ALPHABET INCGOOGL |
| 2.87% | 2.44% | $49.0M | 137,169 | $40.9M | 142,175 | -5,006-3.52% | Reduce |
 AMERICAN EXPRESS COAXP |
| 2.86% | 2.28% | $48.8M | 144,358 | $38.2M | 126,402 | +17,956+14.21% | Add |
 HCA HEALTHCARE INCHCA |
| 2.7% | 1.07% | $46.1M | 118,294 | $17.9M | 37,767 | +80,527+213.22% | Add |
 UBER TECHNOLOGIES INCUBER |
| 2.68% | 2.81% | $45.8M | 634,053 | $47.2M | 656,456 | -22,403-3.41% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.56% | 0.91% | $43.7M | 123,601 | $15.2M | 52,944 | +70,657+133.46% | Add |
 APOLLO GLOBAL MGMT INC COMAPO |
| 2.33% | 1.75% | $39.8M | 336,203 | $29.4M | 263,472 | +72,731+27.60% | Add |
 INTUITINTU |
| 2.28% | 3.98% | $39.0M | 149,397 | $66.7M | 154,361 | -4,964-3.22% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.58% | 0.92% | $27.1M | 56,650 | $15.5M | 45,870 | +10,780+23.50% | Add |
| TTETRA TECH INC NEWTTEK |
| 1.57% | 1.72% | $26.7M | 925,433 | $28.8M | 956,166 | -30,733-3.21% | Reduce |
