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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | META PLATFORMS INC | $401.7M | 702079 | 22.34% |
| 2 | ALPHABET INC | $247.9M | 864256 | 13.79% |
| 3 | NETFLIX INC. | $199.2M | 2071309 | 11.07% |
| 4 | CREDIT ACCEP CORP MICH | $151.6M | 358067 | 8.43% |
| 5 | MSCI INC | $138.3M | 256611 | 7.69% |
| 6 | HEICO CORP NEW | $129.1M | 611483 | 7.18% |
| 7 | HCA HEALTHCARE INC | $124.1M | 262245 | 6.90% |
| 8 | KAROOOOO LTD | $109.7M | 2200668 | 6.10% |
| 9 | BROWN & BROWN INC | $105.7M | 1621046 | 5.88% |
| 10 | UNITEDHEALTH GROUP INC | $104.5M | 386368 | 5.81% |
| 11 | TAIWAN SEMICONDUCTOR MANUFACCALL | $86.4M | 255800 | 4.81% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.