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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VIKING HOLDINGS LTD | $22.9M | 311611 | 15.79% |
| 2 | ACADIA HEALTHCARE COMPANY INCALL | $19.7M | 843900 | 13.61% |
| 3 | OPTION CARE HEALTH INC | $18.6M | 691098 | 12.83% |
| 4 | THERMO FISHER SCIENTIFIC INC | $15.7M | 31939 | 10.82% |
| 5 | CHIPOTLE MEXICAN GRILL INC | $15.5M | 484632 | 10.70% |
| 6 | LPL FINL HLDGS INC | $15.1M | 50078 | 10.39% |
| 7 | FERGUSON ENTERPRISES INC | $13.0M | 55872 | 8.99% |
| 8 | ROSS STORES INC | $11.8M | 54426 | 8.13% |
| 9 | GUIDEWIRE SOFTWARE INC | $8.8M | 59099 | 6.09% |
| 10 | TJX COS INC NEW | $3.9M | 24200 | 2.66% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.