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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | HILTON WORLDWIDE HLDGS INC | $24.3M | 80000 | 19.06% |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $18.2M | 54000 | 14.30% |
| 3 | LINDE PLC | $15.6M | 31500 | 12.24% |
| 4 | API GROUP CORP | $14.5M | 358000 | 11.37% |
| 5 | AMAZON COM INC | $13.3M | 63975 | 10.44% |
| 6 | OREILLY AUTOMOTIVE INC | $12.0M | 129767 | 9.39% |
| 7 | MARTIN MARIETTA MATLS INC | $10.9M | 18480 | 8.53% |
| 8 | GE AEROSPACE | $10.7M | 37621 | 8.37% |
| 9 | AMPHENOL CORP | $8.0M | 63665 | 6.30% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.