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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Shell PLC | $395.0M | 4247478 | 39.52% |
| 2 | AerCap Holdings NV | $338.4M | 2467122 | 33.86% |
| 3 | Check Point Software Tech LT | $179.9M | 1259565 | 18.00% |
| 4 | Flutter Entmt PLC | $49.8M | 488640 | 4.98% |
| 5 | Canadian Pacific Kansas City | $34.9M | 444080 | 3.49% |
| 6 | Sunbelt Rentals Holdings Inc | $1.4M | 21414 | 0.14% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.