|
ODFL
|
US |
OLD DOMINION FREIGHT LINE |
534,004 |
$94M |
10.10% |
1.9%
|
- |
|
VEEV
|
US |
VEEVA SYSTEMS INC-CLASS A |
411,341 |
$86M |
9.27% |
0.2%
|
- |
|
CPRT
|
US |
COPART INC |
1,356,026 |
$78M |
8.35% |
0.2%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
14,504 |
$72M |
7.73% |
-24.1%
|
- |
|
PRI
|
US |
PRIMERICA INC |
264,911 |
$72M |
7.71% |
0.2%
|
- |
|
HEI/A
|
US |
HEICO CORP-CLASS A |
334,198 |
$62M |
6.67% |
0.2%
|
- |
|
TYL
|
US |
TYLER TECHNOLOGIES INC |
106,060 |
$61M |
6.56% |
0.2%
|
- |
|
FAST
|
US |
FASTENAL CO |
783,811 |
$56M |
6.04% |
0.2%
|
- |
|
NVR
|
US |
NVR INC |
6,572 |
$54M |
5.76% |
0.3%
|
- |
|
GGG
|
US |
GRACO INC |
629,495 |
$53M |
5.69% |
0.2%
|
- |
|
MSCI
|
US |
MSCI INC |
78,949 |
$47M |
5.08% |
0.2%
|
- |
|
LSTR
|
US |
LANDSTAR SYSTEM INC |
246,187 |
$42M |
4.54% |
0.2%
|
- |
|
CSGP
|
US |
COSTAR GROUP INC |
538,051 |
$39M |
4.13% |
0.2%
|
- |
|
MCO
|
US |
MOODY'S CORP |
68,359 |
$32M |
3.47% |
0.3%
|
- |
|
IDXX
|
US |
IDEXX LABORATORIES INC |
55,883 |
$23M |
2.48% |
0.2%
|
- |
|
DSGX
|
US |
DESCARTES SYSTEMS GRP/THE |
131,701 |
$15M |
1.60% |
100.0%
|
- |
|
BRO
|
US |
BROWN & BROWN INC |
111,262 |
$11M |
1.22% |
0.2%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
31,898 |
$8M |
0.83% |
0.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
13,757 |
$6M |
0.67% |
0.7%
|
- |
|
FICO
|
US |
FAIR ISAAC CORP |
3,011 |
$6M |
0.64% |
0.1%
|
- |