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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | $281.6M | 718800 | 25.95% |
| 2 | AMPHENOL CORP | $121.6M | 962450 | 11.21% |
| 3 | MASTERCARD INCORPORATED | $117.2M | 234650 | 10.81% |
| 4 | SPOTIFY TECHNOLOGY S A | $111.3M | 229550 | 10.26% |
| 5 | TRANSDIGM GROUP INC | $97.9M | 84500 | 9.03% |
| 6 | US FOODS HLDG CORP | $96.9M | 1051000 | 8.93% |
| 7 | TTM TECHNOLOGIES INC | $74.8M | 768290 | 6.90% |
| 8 | HEALTHEQUITY INC | $73.8M | 883670 | 6.81% |
| 9 | TALEN ENERGY CORP | $73.3M | 229600 | 6.76% |
| 10 | WESTERN DIGITAL CORP | $36.4M | 134550 | 3.35% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.