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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CORE & MAIN INC | $62.4M | 1263247 | 13.84% |
| 2 | CRH PLC | $60.9M | 579495 | 13.51% |
| 3 | COLLIERS INTL GROUP INC | $52.6M | 492024 | 11.66% |
| 4 | VEEVA SYS INC | $46.6M | 265254 | 10.33% |
| 5 | SERVICENOW INC | $45.4M | 433759 | 10.06% |
| 6 | TRANSFORCE INC | $42.9M | 394559 | 9.51% |
| 7 | QUALYS INC | $41.2M | 469001 | 9.14% |
| 8 | LGI HOMES INC | $35.6M | 900231 | 7.89% |
| 9 | EQUIFAX INC | $26.7M | 148470 | 5.93% |
| 10 | ZIFF DAVIS INC | $23.7M | 563667 | 5.24% |
| 11 | ENDAVA PLC | $13.0M | 2949572 | 2.89% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.