|
WTW
|
US |
WILLIS TOWERS WATSON PLC |
91,384 |
$29M |
10.78% |
15.2%
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
60,062 |
$20M |
7.39% |
100.0%
|
- |
|
TPR
|
US |
TAPESTRY INC |
275,083 |
$18M |
6.77% |
100.0%
|
- |
|
CEG
|
US |
CONSTELLATION ENERGY |
78,977 |
$18M |
6.65% |
-20.0%
|
- |
|
ACVA
|
US |
ACV AUCTIONS INC-A |
799,177 |
$17M |
6.50% |
-14.6%
|
- |
|
NWSA
|
US |
NEWS CORP - CLASS A |
617,177 |
$17M |
6.40% |
26.8%
|
- |
|
300426103
|
- |
EVERUS CONSTRUCTION GRO |
232,766 |
$15M |
5.76% |
100.0%
|
- |
|
CLH
|
US |
CLEAN HARBORS INC |
59,567 |
$14M |
5.16% |
-3.3%
|
- |
|
HOOD
|
US |
ROBINHOOD MARKETS INC - A |
353,000 |
$13M |
4.95% |
100.0%
|
- |
|
JLL
|
US |
JONES LANG LASALLE INC |
50,637 |
$13M |
4.83% |
-37.8%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
113,967 |
$13M |
4.74% |
100.0%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
28,100 |
$13M |
4.73% |
100.0%
|
- |
|
WDC
|
US |
WESTERN DIGITAL CORP |
210,045 |
$13M |
4.72% |
4.5%
|
- |
|
PATK
|
US |
PATRICK INDUSTRIES INC |
147,899 |
$12M |
4.63% |
136.4%
|
- |
|
SSNC
|
US |
SS&C TECHNOLOGIES HOLDINGS |
150,002 |
$11M |
4.28% |
-25.0%
|
- |
|
USFD
|
US |
US FOODS HOLDING CORP |
163,246 |
$11M |
4.15% |
39.9%
|
- |
|
FERG
|
US |
FERGUSON ENTERPRISES INC |
62,052 |
$11M |
4.06% |
1.6%
|
- |
|
VFC
|
US |
VF CORP |
223,287 |
$5M |
1.80% |
1.8%
|
- |
|
MTN
|
US |
VAIL RESORTS INC |
24,000 |
$4M |
1.69% |
100.0%
|
- |