|
MA
|
US |
MASTERCARD INC - A |
41,900 |
$22M |
15.91% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
70,900 |
$18M |
12.81% |
-
|
- |
|
CDNS
|
US |
CADENCE DESIGN SYS INC |
46,300 |
$14M |
10.03% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
25,350 |
$11M |
7.71% |
-
|
- |
|
PWR
|
US |
QUANTA SERVICES INC |
27,000 |
$9M |
6.15% |
-
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
26,700 |
$8M |
6.09% |
-
|
- |
|
MCK
|
US |
MCKESSON CORP |
9,000 |
$5M |
3.70% |
-
|
- |
|
CTAS
|
US |
CINTAS CORP |
28,000 |
$5M |
3.69% |
-
|
- |
|
KNSL
|
US |
KINSALE CAPITAL GROUP INC |
10,000 |
$5M |
3.35% |
-
|
- |
|
SNPS
|
US |
SYNOPSYS INC |
9,000 |
$4M |
3.15% |
-
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
7,422 |
$4M |
2.67% |
-
|
- |
|
ADBE
|
US |
ADOBE INC |
8,200 |
$4M |
2.63% |
17.1%
|
- |
|
TYL
|
US |
TYLER TECHNOLOGIES INC |
5,125 |
$3M |
2.13% |
-
|
- |
|
NVO
|
US |
NOVO-NORDISK A/S-SPONS ADR |
30,000 |
$3M |
1.86% |
-
|
- |
|
CLH
|
US |
CLEAN HARBORS INC |
11,000 |
$3M |
1.83% |
-
|
- |
|
VRSK
|
US |
VERISK ANALYTICS INC |
9,150 |
$3M |
1.82% |
-
|
- |
|
FICO
|
US |
FAIR ISAAC CORP |
1,100 |
$2M |
1.58% |
-45.0%
|
- |
|
QXO
|
US |
QXO INC |
130,000 |
$2M |
1.49% |
100.0%
|
- |
|
WST
|
US |
WEST PHARMACEUTICAL SERVICES |
6,100 |
$2M |
1.44% |
-
|
- |
|
POOL
|
US |
POOL CORP |
5,775 |
$2M |
1.42% |
-
|
- |