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CIK 0001843587 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGILENT TECHNOLOGIES INC | COM | $3.3M | 0.9% | 24,103 SH | New |
| AMERICAN EXPRESS CO | COM | $4.2M | 1.2%Prev: 1.1% | 11,461 SH | Decreased-3,699 SH |
| AON PLC | SHS CL A | $4.4M | 1.2% | 12,371 SH | New |
| API GROUP CORP | COM STK | $7.3M | 2.0%Prev: 0.5% | 189,651 SH | Increased+120,964 SH |
| ASGN INC | COM | $2.5M | 0.7%Prev: 0.3% | 52,374 SH | Increased+21,599 SH |
| AUTODESK INC | COM | $7.4M | 2.1%Prev: 2.9% | 24,902 SH | Decreased-18,703 SH |
| BIO-TECHNE CORP | COM | $2.1M | 0.6%Prev: 0.6% | 34,913 SH | Decreased-12,909 SH |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $3.7M | 1.0%Prev: 2.2% | 71,367 SH | Decreased-112,112 SH |
| CARLISLE COS INC | COM | $3.0M | 0.8%Prev: 0.8% | 9,237 SH | Decreased-2,452 SH |
| CCC INTELLIGENT SOLUTIONS HL | COM | $6.0M | 1.7%Prev: 1.7% | 756,778 SH | Decreased-105,537 SH |
| COSTAR GROUP INC | COM | $7.3M | 2.0%Prev: 2.2% | 108,267 SH | Decreased-15,735 SH |
| DEXCOM INC | COM | $6.0M | 1.7%Prev: 1.9% | 89,808 SH | Decreased-45,391 SH |
| DOLBY LABORATORIES INC | COM CL A | $3.5M | 1.0%Prev: 1.0% | 54,009 SH | Decreased-13,468 SH |
| DOMINOS PIZZA INC | COM | $3.7M | 1.0%Prev: 1.2% | 8,943 SH | Decreased-4,343 SH |
| EDWARDS LIFESCIENCES CORP | COM | $36.6M | 10.2%Prev: 8.0% | 429,115 SH | Decreased-57,142 SH |
| EXLSERVICE HOLDINGS INC | COM | $4.0M | 1.1%Prev: 1.3% | 95,035 SH | Decreased-46,409 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $7.6M | 2.1%Prev: 1.9% | 33,941 SH | Decreased-5,436 SH |
| FORTINET INC | COM | $34.0M | 9.5%Prev: 9.0% | 427,718 SH | Decreased-77,087 SH |
| GARTNER INC | COM | $2.0M | 0.6%Prev: 0.7% | 7,808 SH | Decreased-5,334 SH |
| GLOBAL E ONLINE LTD | SHS | $2.1M | 0.6% | 53,523 SH | New |
| HALOZYME THERAPEUTICS INC | COM | $7.1M | 2.0%Prev: 2.5% | 104,801 SH | Decreased-54,023 SH |
| HUBBELL INC | COM | $4.0M | 1.1% | 8,941 SH | New |
| INTERCONTINENTAL EXCHANGE IN | COM | $42.1M | 11.8%Prev: 9.4% | 259,688 SH | Decreased-4,661 SH |
| INTUITIVE SURGICAL INC | COM NEW | $4.1M | 1.1%Prev: 1.0% | 7,178 SH | Decreased-3,586 SH |
| IQVIA HLDGS INC | COM | $6.7M | 1.9%Prev: 2.0% | 29,692 SH | Decreased-20,783 SH |
| KEYSIGHT TECHNOLOGIES INC | COM | $4.4M | 1.2%Prev: 1.3% | 21,428 SH | Decreased-13,107 SH |
| KINSALE CAP GROUP INC | COM | $6.0M | 1.7%Prev: 2.0% | 15,417 SH | Decreased-7,106 SH |
| KLA CORP | COM NEW | $4.6M | 1.3%Prev: 1.8% | 3,810 SH | Decreased-4,072 SH |
| LABCORP HOLDINGS INC | COM SHS | $3.4M | 0.9%Prev: 1.3% | 13,467 SH | Decreased-7,403 SH |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $2.8M | 0.8%Prev: 0.9% | 28,849 SH | Decreased-13,859 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $4.3M | 1.2%Prev: 1.1% | 29,836 SH | Decreased-1,892 SH |
| LPL FINL HLDGS INC | COM | $3.9M | 1.1%Prev: 1.3% | 11,037 SH | Decreased-8,034 SH |
| MERCADOLIBRE INC | COM | $2.4M | 0.7%Prev: 0.9% | 1,199 SH | Decreased-581 SH |
| NEUROCRINE BIOSCIENCES INC | COM | $4.2M | 1.2%Prev: 1.5% | 29,388 SH | Decreased-21,409 SH |
| NEW YORK TIMES CO | CL A | $8.8M | 2.5%Prev: 1.4% | 126,631 SH | Increased+8,812 SH |
| ONESTREAM INC | CL A | $2.2M | 0.6%Prev: 0.5% | 121,825 SH | Decreased-14,181 SH |
| PLANET FITNESS INC | CL A | $7.6M | 2.1%Prev: 2.1% | 70,081 SH | Decreased-26,175 SH |
| PROCORE TECHNOLOGIES INC | COM | $5.2M | 1.5% | 71,261 SH | New |
| PTC INC | COM | $31.6M | 8.9%Prev: 9.0% | 181,477 SH | Decreased-28,203 SH |
| RB GLOBAL INC | COM | $2.5M | 0.7% | 24,020 SH | New |
| RBC BEARINGS INC | COM | $3.5M | 1.0%Prev: 1.0% | 7,698 SH | Decreased-3,961 SH |
| RESMED INC | COM | $17.9M | 5.0%Prev: 4.8% | 74,215 SH | Decreased-9,396 SH |
| RYAN SPECIALTY HOLDINGS INC | CL A | $7.0M | 2.0%Prev: 2.1% | 136,186 SH | Decreased-36,467 SH |
| SERVICE CORP INTL | COM | $2.8M | 0.8%Prev: 0.7% | 36,374 SH | Decreased-4,856 SH |
| STONEX GROUP INC | COM | $4.0M | 1.1% | 41,639 SH | New |
| TRADEWEB MKTS INC | CL A | $3.0M | 0.8%Prev: 1.1% | 28,208 SH | Decreased-17,049 SH |
| TYLER TECHNOLOGIES INC | COM | $2.4M | 0.7%Prev: 0.7% | 5,195 SH | Decreased-1,500 SH |
| VEEVA SYS INC | CL A COM | $2.3M | 0.6% | 10,265 SH | New |
| WASTE CONNECTIONS INC | COM | $4.4M | 1.2%Prev: 1.1% | 24,864 SH | Decreased-5,881 SH |
| WATSCO INC | COM | $1.6M | 0.5% | 4,837 SH | New |
| 13F-HR |
| 0001420506-26-001651 |
| $232.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001999 | $580.8M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000892 | $255.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001143 | $658.1M | View |