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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INCPUT | $24.6M | 168000 | 28.12% |
| 2 | BLACKROCK INC | $12.1M | 12633 | 13.90% |
| 3 | VISA INC | $11.1M | 36671 | 12.68% |
| 4 | HEICO CORP NEW | $10.3M | 48566 | 11.73% |
| 5 | RYANAIR HOLDINGS PLC | $9.0M | 155942 | 10.31% |
| 6 | ELEVANCE HEALTH INC FORMERLY | $4.2M | 14400 | 4.82% |
| 7 | CANADIAN NATL RY CO | $4.0M | 38634 | 4.54% |
| 8 | UNITEDHEALTH GROUP INC | $3.3M | 12340 | 3.82% |
| 9 | BP PLC | $3.3M | 70776 | 3.81% |
| 10 | CANADIAN NAT RES LTD MED TER | $3.0M | 61874 | 3.45% |
| 11 | BBB FOODS INC | $2.5M | 69700 | 2.82% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.