Q1 2023 Holdings
Filed 2023-04-25 | 59 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stryker Corporation(SYK) | COM | 863667101 | $50.1M | 175,413 | 3.6% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $52.0M | 296,347 | 3.8% |
| Steris PLC(STE) | SHS USD | G8473T100 | $53.1M | 277,362 | 3.9% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $53.9M | 481,553 | 3.9% |
| Pool Corp(POOL) | COM | 73278L105 | $54.2M | 158,285 | 3.9% |
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $55.1M | 1,776,013 | 4.0% |
| Palomar Hldgs Inc(PLMR) | COM | 69753M105 | $57.8M | 1,046,632 | 4.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $65.1M | 288,528 | 4.7% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $79.6M | 1,946,670 | 5.8% |