#	Issuer	Ticker	Shares	Value	% of Portfolio
1	AMAZON COM INC	AMZN	5,892,496	$1.36B	14.78%
2	VISA INC	V	3,270,999	$1.15B	12.47%
3	MICROSOFT CORP	MSFT	1,748,656	$845.7M	9.19%
4	BOSTON SCIENTIFIC CORP	BSX	5,385,084	$513.5M	5.58%
5	CAPITAL ONE FINL CORP	14040H105	2,069,130	$501.5M	5.45%
6	AMPHENOL CORP NEW	032095101	3,707,911	$501.1M	5.45%
7	CARPENTER TECHNOLOGY CORP	CRS	1,553,012	$489.0M	5.31%
8	INTERACTIVE BROKERS GROUP IN	45841N107	6,939,581	$446.3M	4.85%
9	MOODYS CORP	MCO	773,409	$395.1M	4.29%
10	ALPHABET INC	GOOG	1,078,768	$338.5M	3.68%
11	CME GROUP INC	CME	1,179,792	$322.2M	3.50%
12	CRH PLC	CRH	2,261,060	$282.2M	3.07%
13	VULCAN MATLS CO	929160109	960,173	$273.9M	2.98%
14	MASTERCARD INCORPORATED	MA	458,342	$261.7M	2.84%
15	WYNN RESORTS LTD	WYNN	2,069,751	$249.1M	2.71%
16	FERGUSON ENTERPRISES INC	FERG	1,008,314	$224.5M	2.44%
17	UBER TECHNOLOGIES INC	UBER	2,681,172	$219.1M	2.38%
18	EMBRAER S.A.	EMBJ	3,278,140	$211.0M	2.29%
19	SEAGATE TECHNOLOGY HLDNGS PL	SE	729,325	$200.8M	2.18%
20	RENAISSANCERE HLDGS LTD	RNR-PG	490,626	$137.9M	1.50%