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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | -699,766 | Exited | 13F | ||||
| CPRT | COPART INC | -881,799 | Exited | 13F | ||||
| JBHT | HUNT J B TRANS SVCS INC | -663,090 | Exited | 13F | ||||
| INTU | INTUIT | -1,134,238 | Exited | 13F | ||||
| SNY | SANOFI | -4,189 | Exited | 13F | ||||
| TTD | THE TRADE DESK INC | -647,351 | Exited | 13F | ||||
| ICLR | ICON PLC | -53,539 | Exited | 13F | ||||
| AER | AERCAP HOLDINGS NV | -2,118 | Exited | 13F |