|
V
|
US |
VISA INC-CLASS A SHARES |
78,688 |
$25M |
6.45% |
-6.6%
|
- |
|
INTU
|
US |
INTUIT INC |
34,456 |
$22M |
5.61% |
-14.6%
|
- |
|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
140,851 |
$21M |
5.44% |
-6.7%
|
- |
|
TRU
|
US |
TRANSUNION |
220,543 |
$20M |
5.30% |
-4.9%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
102,527 |
$20M |
5.06% |
75.9%
|
- |
|
MSCI
|
US |
MSCI INC |
31,232 |
$19M |
4.86% |
-25.3%
|
- |
|
CME
|
US |
CME GROUP INC |
76,378 |
$18M |
4.60% |
-10.7%
|
- |
|
PWR
|
US |
QUANTA SERVICES INC |
55,286 |
$17M |
4.53% |
-
|
- |
|
TW
|
US |
TRADEWEB MARKETS INC-CLASS A |
133,035 |
$17M |
4.51% |
-
|
- |
|
TDY
|
US |
TELEDYNE TECHNOLOGIES INC |
36,660 |
$17M |
4.41% |
-
|
- |
|
AVTR
|
US |
AVANTOR INC |
805,658 |
$17M |
4.40% |
6.4%
|
- |
|
ADBE
|
US |
ADOBE INC |
37,125 |
$17M |
4.28% |
20.4%
|
- |
|
FERG
|
US |
FERGUSON ENTERPRISES INC |
92,609 |
$16M |
4.17% |
206.9%
|
- |
|
BRO
|
US |
BROWN & BROWN INC |
143,443 |
$15M |
3.79% |
-
|
- |
|
BAH
|
US |
BOOZ ALLEN HAMILTON HOLDINGS |
104,610 |
$13M |
3.49% |
-25.7%
|
- |
|
DNB
|
US |
DUN & BRADSTREET HOLDINGS IN |
969,163 |
$12M |
3.13% |
-
|
- |
|
HCA
|
US |
HCA HEALTHCARE INC |
37,717 |
$11M |
2.93% |
-2.3%
|
- |
|
MKTX
|
US |
MARKETAXESS HOLDINGS INC |
47,795 |
$11M |
2.80% |
-
|
- |
|
RBA
|
US |
RB GLOBAL INC |
116,527 |
$11M |
2.72% |
-
|
- |
|
EW
|
US |
EDWARDS LIFESCIENCES CORP |
138,793 |
$10M |
2.66% |
-60.0%
|
- |