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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARGURUS INC | $84.3M | 2475000 | 22.71% |
| 2 | CME GROUP INC | $47.8M | 162000 | 12.89% |
| 3 | GARRETT MOTION INC | $40.9M | 2250000 | 11.02% |
| 4 | BOOKING HLDGS INC | $36.5M | 8680 | 9.85% |
| 5 | PHINIA INC | $26.0M | 380000 | 7.01% |
| 6 | LYFT INC | $25.3M | 1900000 | 6.81% |
| 7 | COPART INC | $23.2M | 700000 | 6.26% |
| 8 | PAYCHEX INC | $22.6M | 245000 | 6.08% |
| 9 | BLOCK H & R INC | $22.5M | 710000 | 6.07% |
| 10 | CARRIER GLOBAL CORP | $22.2M | 395000 | 5.99% |
| 11 | VISA INC | $19.6M | 65000 | 5.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.