|
KKR
|
US |
KKR & CO INC |
856,925 |
$127M |
14.32% |
-11.8%
|
- |
|
CHDN
|
US |
CHURCHILL DOWNS INC |
912,881 |
$122M |
13.77% |
-1.2%
|
- |
|
SSNC
|
US |
SS&C TECHNOLOGIES HOLDINGS |
1,027,741 |
$78M |
8.80% |
24.1%
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
56,465 |
$72M |
8.09% |
21.6%
|
- |
|
HLT
|
US |
HILTON WORLDWIDE HOLDINGS IN |
250,633 |
$62M |
7.00% |
44.1%
|
- |
|
KBR
|
US |
KBR INC |
1,053,710 |
$61M |
6.90% |
128.3%
|
- |
|
GWRE
|
US |
GUIDEWIRE SOFTWARE INC |
325,054 |
$55M |
6.19% |
54.2%
|
- |
|
IBKR
|
US |
INTERACTIVE BROKERS GRO-CL A |
296,502 |
$52M |
5.92% |
-30.2%
|
- |
|
TPX
|
US |
TEMPUR SEALY INTERNATIONAL I |
834,859 |
$47M |
5.35% |
-8.4%
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
86,334 |
$43M |
4.86% |
-6.0%
|
- |
|
TYL
|
US |
TYLER TECHNOLOGIES INC |
71,094 |
$41M |
4.63% |
2.1%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
164,177 |
$39M |
4.44% |
2.4%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
121,855 |
$39M |
4.35% |
49.4%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
64,795 |
$29M |
3.28% |
1.1%
|
- |
|
GIL
|
US |
GILDAN ACTIVEWEAR INC |
395,338 |
$19M |
2.10% |
-24.2%
|
- |