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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ABT | Abbott Labs | -1,800 | Exited | 13F | ||||
| ADBE | Adobe | -14,892 | Exited | 13F | ||||
| AMAT | Applied Materials | -1,200 | Exited | 13F | ||||
| CCC | CCC Intel Solutions | -210,857 | Exited | 13F | ||||
| CNSWF | Constellation Software | -2,136 | Exited | 13F | ||||
| CPRT | Copart | -159,824 | Exited | 13F | ||||
| EXPE | Expedia Group | -724 | Exited | 13F | ||||
| INTU | Intuit | -21,635 | Exited | 13F | ||||
| POOL | Pool | -3,422 | Exited | 13F | ||||
| TYL | Tyler Technologies | -9,399 | Exited | 13F | ||||
| UNH | UnitedHealth Group | -59,153 | Exited | 13F |