#	Issuer	Ticker	Shares	Value	% of Portfolio
1	QXO INC	QXO-PB	84,183,637	$1.62B	7.52%
2	CORPAY INC	CPAY	4,710,167	$1.42B	6.56%
3	UNITEDHEALTH GROUP INC	UNH	2,576,710	$850.6M	3.94%
4	ALPHABET INC	GOOG	2,663,789	$833.8M	3.86%
5	ICON PLC	ICLR	4,208,000	$766.8M	3.55%
6	INSMED INC	INSM	4,178,206	$727.2M	3.37%
7	GXO LOGISTICS INCORPORATED	GXO	12,961,835	$682.3M	3.16%
8	BRUKER CORP	BRKRP	14,077,895	$663.2M	3.07%
9	ALNYLAM PHARMACEUTICALS INC	ALNY	1,616,147	$642.7M	2.98%
10	NEWMONT CORP	NEMCL	6,315,262	$630.6M	2.92%
11	INTERACTIVE BROKERS GROUP IN	45841N107	9,273,735	$596.4M	2.76%
12	ITAU UNIBANCO HLDG S A	465562106	81,649,756	$584.6M	2.71%
13	STERIS PLC	STE	2,131,356	$540.3M	2.50%
14	SMURFIT WESTROCK PLC	SW	13,956,868	$539.7M	2.50%
15	BRITISH AMERN TOB PLC	110448107	9,283,873	$525.7M	2.43%
16	NETEASE INC	NETTF	3,389,449	$466.5M	2.16%
17	XPO INC	XPO	3,392,442	$461.1M	2.13%
18	GENMAB A/S	GNMSF	14,385,069	$443.1M	2.05%
19	ELEVANCE HEALTH INC FORMERLY	ELV	1,244,946	$436.4M	2.02%
20	MOTOROLA SOLUTIONS INC	MSI	1,130,044	$433.2M	2.01%