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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | HUNT J B TRANS SVCS INC | $172.5M | 814280 | 12.10% |
| 2 | VULCAN MATLS CO | $152.1M | 558625 | 10.67% |
| 3 | AMAZON COM INC | $151.0M | 724801 | 10.59% |
| 4 | MASTERCARD INCORPORATED | $135.6M | 271286 | 9.51% |
| 5 | META PLATFORMS INC | $132.4M | 231358 | 9.29% |
| 6 | WABTEC | $123.1M | 492733 | 8.64% |
| 7 | SCHWAB CHARLES CORP | $121.4M | 1291457 | 8.51% |
| 8 | GENERAC HLDGS INC | $101.6M | 520272 | 7.13% |
| 9 | CBRE GROUP INC | $98.8M | 729608 | 6.93% |
| 10 | ROCKET COS INC | $75.9M | 5328129 | 5.33% |
| 11 | TEXAS ROADHOUSE INC | $70.5M | 427182 | 4.95% |
| 12 | UNION PAC CORP | $55.7M | 229487 | 3.91% |
| 13 | VANGUARD INDEX FDS | $34.8M | 58285 | 2.44% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.