|
FTNT
|
US |
FORTINET INC |
577,897 |
$55M |
7.31% |
-14.1%
|
- |
|
PTC
|
US |
PTC INC |
280,711 |
$52M |
6.91% |
17.1%
|
- |
|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
343,493 |
$51M |
6.86% |
-3.2%
|
- |
|
IQV
|
US |
IQVIA HOLDINGS INC |
225,423 |
$44M |
5.93% |
14.5%
|
- |
|
RMD
|
US |
RESMED INC |
93,505 |
$21M |
2.86% |
-30.4%
|
- |
|
ADSK
|
US |
AUTODESK INC |
72,348 |
$21M |
2.86% |
34.2%
|
- |
|
NYT
|
US |
NEW YORK TIMES CO-A |
376,570 |
$20M |
2.63% |
25.4%
|
- |
|
KNSL
|
US |
KINSALE CAPITAL GROUP INC |
39,998 |
$19M |
2.49% |
16.1%
|
- |
|
HALO
|
US |
HALOZYME THERAPEUTICS INC |
379,240 |
$18M |
2.43% |
24.1%
|
- |
|
FERG
|
US |
FERGUSON ENTERPRISES INC |
102,542 |
$18M |
2.38% |
49.8%
|
- |
|
CSGP
|
US |
COSTAR GROUP INC |
246,570 |
$18M |
2.36% |
35.7%
|
- |
|
NBIX
|
US |
NEUROCRINE BIOSCIENCES INC |
109,018 |
$15M |
1.99% |
100.0%
|
- |
|
WSC
|
US |
WILLSCOT HOLDINGS CORP |
440,409 |
$15M |
1.97% |
-0.1%
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
45,071 |
$15M |
1.97% |
63.8%
|
- |
|
EXLS
|
US |
EXLSERVICE HOLDINGS INC |
322,481 |
$14M |
1.92% |
100.0%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
46,381 |
$14M |
1.84% |
39.7%
|
- |
|
RLI
|
US |
RLI CORP |
80,923 |
$13M |
1.79% |
48.4%
|
- |
|
ANSS
|
US |
ANSYS INC |
39,428 |
$13M |
1.78% |
65.2%
|
- |
|
BAM
|
US |
BROOKFIELD ASSET MGMT-A |
245,118 |
$13M |
1.78% |
-38.9%
|
- |
|
EW
|
US |
EDWARDS LIFESCIENCES CORP |
177,296 |
$13M |
1.76% |
-20.9%
|
- |