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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ASML HLDG NV | $185.3M | 140295 | 14.76% |
| 2 | AERCAP HOLDINGS NV | $154.1M | 1123489 | 12.27% |
| 3 | SUNBELT RENTALS HOLDINGS INC | $143.5M | 2204996 | 11.43% |
| 4 | APPLOVIN CORP | $126.1M | 316952 | 10.04% |
| 5 | DANAHER CORP DEL | $110.0M | 580240 | 8.76% |
| 6 | ROYALTY PHARMA PLC | $109.2M | 2276570 | 8.70% |
| 7 | S&P GLOBAL INC | $94.7M | 222683 | 7.54% |
| 8 | LIVE NATION ENTERTAINMENT IN | $92.7M | 607609 | 7.38% |
| 9 | META PLATFORMS INC | $92.5M | 161683 | 7.37% |
| 10 | UBER TECHNOLOGIES INC | $78.4M | 1090281 | 6.24% |
| 11 | BOOKING HOLDINGS INC | $69.2M | 16444 | 5.51% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.