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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $76.0M | 225000 | 17.78% |
| 2 | ENSIGN GROUP INC | $62.0M | 307708 | 14.50% |
| 3 | AMAZON COM INC | $56.2M | 270000 | 13.15% |
| 4 | LOUISIANA PAC CORP | $41.5M | 570000 | 9.69% |
| 5 | ALPHABET INC | $36.8M | 128333 | 8.61% |
| 6 | META PLATFORMS INC | $36.6M | 64000 | 8.56% |
| 7 | FERGUSON ENTERPRISES INC | $28.2M | 121000 | 6.60% |
| 8 | TRANSDIGM GROUP INC | $27.4M | 23667 | 6.41% |
| 9 | SUNBELT RENTALS HOLDINGS INC | $24.3M | 372633 | 5.67% |
| 10 | BBB FOODS INC | $19.5M | 550000 | 4.55% |
| 11 | MEDPACE HLDGS INC | $19.2M | 40000 | 4.49% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.