 UNITEDHEALTH GROUP INCUNH |
| 14.87% | 10.25% | $634.3M | 1.5M | $511.6M | 1.9M | -364,532-19.28% | Reduce |
 PROGRESSIVE CORPPGR |
| 11.03% | 9.75% | $470.4M | 2.2M | $486.8M | 2.5M | -302,198-12.31% | Reduce |
 AUTOZONE INCAZO |
| 10.22% | 11.16% | $435.8M | 136,373 | $557.4M | 165,033 | -28,660-17.37% | Reduce |
 VISA INCV |
| 8.32% | 7.6% | $354.9M | 1.0M | $379.3M | 1.3M | -220,540-17.57% | Reduce |
 ISHARES MBSACGL |
| 7.58% | 5.87% | $323.3M | 3.3M | $292.9M | 3.1M | +279,714+9.17% | Add |
 MASTERCARD INCORPORATEDMA |
| 6.89% | 6.01% | $293.9M | 572,290 | $299.9M | 600,154 | -27,864-4.64% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 5.94% | 5.6% | $253.3M | 1.6M | $279.7M | 2.0M | -399,041-20.43% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 5.92% | 6.5% | $252.4M | 2.7M | $324.3M | 3.5M | -773,217-22.01% | Reduce |
 MOODYS CORPMCO |
| 4.49% | 4.71% | $191.5M | 422,806 | $235.1M | 538,993 | -116,187-21.56% | Reduce |
 DOMINOS PIZZA INCDPZ |
| 4.43% | 5.43% | $189.0M | 638,541 | $270.9M | 755,140 | -116,599-15.44% | Reduce |
 NIKE INCNKE |
| 4.18% | — | $178.3M | 4.3M | $0 | 0 | +4.3M | New Buy |
| NNVR INCNVR |
| 3.22% | 3.35% | $137.2M | 20,141 | $167.5M | 25,419 | -5,278-20.76% | Reduce |
 TJX COS INC NEWTJX |
| 3.1% | 3.49% | $132.2M | 872,770 | $174.3M | 1.1M | -218,390-20.01% | Reduce |
 ROSS STORES INC COMROST |
| 2.97% | 7.89% | $126.8M | 595,704 | $394.0M | 1.8M | -1.2M-67.25% | Reduce |
 DISNEY WALT CODIS |
| 2.93% | 3.17% | $124.9M | 1.3M | $158.3M | 1.6M | -344,592-20.98% | Reduce |
| FFASTENAL CO COMFAST |
| 2.9% | 3.08% | $123.7M | 2.6M | $153.6M | 3.3M | -734,471-22.19% | Reduce |
 STRATEGIC ED INCSTRA |
| 1% | 1.32% | $42.8M | 559,012 | $65.8M | 792,930 | -233,918-29.50% | Reduce |
