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POLEN CAPITAL MANAGEMENT LLC

AUM: $43.24 B
13-F Portfolio Value: $32.59 B
Last 13-F Filed: Q2 2025
Concentration in top 10: 58.79%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
AMZNAMAZON COM INC9.37%13,921,840$3,054,312,473-3,825,555-21.56%$219.3913F
MSFTMICROSOFT CORP8.28%5,426,123$2,699,008,078-514,983-8.67%$497.4113F
ORCLORACLE CORP8.04%11,983,204$2,619,887,945-625,897-4.96%$218.6313F
VVISA INC6.11%5,611,098$1,992,220,328-412,612-6.85%$355.0513F
SHOPSHOPIFY INC5.2%14,690,160$1,694,509,943-579,915-3.8%$115.3513F
MAMASTERCARD INCORPORATED5.16%2,992,048$1,681,351,455-219,161-6.82%$561.9413F
ABTABBOTT LABS4.45%10,669,498$1,451,158,449-716,079-6.29%$136.0113F
LLYELI LILLY & CO4.16%1,737,910$1,354,753,358-16,661-0.95%$779.5313F
ZTSZOETIS INC4.03%8,421,026$1,313,259,043-375,821-4.27%$155.9513F
ADBEADOBE INC3.99%3,356,781$1,298,671,456538,15619.09%$386.8813F
NOWSERVICENOW INC3.71%1,176,895$1,209,941,837227,16723.92%$1028.0813F
GOOGALPHABET INC3.57%6,562,265$1,164,080,117-872,163-11.73%$177.3913F
NFLXNETFLIX INC3.35%815,234$1,091,704,546-72,838-8.2%$1339.1313F
MSCIMSCI INC3.08%1,741,389$1,004,328,671-126,749-6.78%$576.7413F
AONAON PLC3.01%2,745,627$979,529,926-262,092-8.71%$356.7613F
ABNBAIRBNB INC2.99%7,354,228$973,258,595-372,376-4.82%$132.3413F
TMOTHERMO FISHER SCIENTIFIC INC2.73%2,190,348$888,098,672-132,134-5.69%$405.4613F
SBUXSTARBUCKS CORP2.72%9,668,618$885,935,5044,535,17888.35%$91.6313F
ACNACCENTURE PLC IRELAND2.7%2,947,158$880,876,004-261,320-8.14%$298.8913F
WDAYWORKDAY INC2.63%3,571,930$857,263,257-372,576-9.45%$24013F
PAYCPAYCOM SOFTWARE INC2.06%2,896,489$670,247,486-201,365-6.5%$231.413F
IDXXIDEXX LABS INC1.97%1,195,425$641,154,2771,195,425New$536.3413F
CSGPCOSTAR GROUP INC1.71%6,923,828$556,675,810322,0284.88%$80.413F
ITGARTNER INC0.97%779,216$314,974,565-56,306-6.74%$404.2213F
MELIMERCADOLIBRE INC0.5%62,189$162,539,156-6,345-9.26%$2613.6313F
SAPSAP SE0.45%486,471$147,935,796-56,228-10.36%$304.113F
GOOGLALPHABET INC0.34%620,019$109,265,8789,1091.49%$176.2313F
WTWWILLIS TOWERS WATSON PLC LTD0.3%314,075$96,263,915-52,464-14.31%$306.513F
IWFISHARES TR0.29%225,609$95,788,998-159,913-41.48%$424.5813F
ICLRICON PLC0.24%540,410$78,602,580-94,642-14.9%$145.4513F
HDBHDFC BANK LTD0.13%570,679$43,753,926-80,384-12.35%$76.6713F
ASMLASML HOLDING N V0.11%44,525$35,681,806-8,152-15.48%$801.3913F
NUNU HLDGS LTD0.1%2,486,803$34,118,941-482,978-16.26%$13.7213F
ADPAUTOMATIC DATA PROCESSING IN0.09%94,535$29,154,595-71,991-43.23%$308.413F
MNDYMONDAY COM LTD0.09%97,575$30,685,39926,31436.93%$314.4813F
ONONON HLDG AG0.08%489,827$25,495,494250,894105.01%$52.0513F
GLOBGLOBANT S A0.08%272,981$24,797,565-501,437-64.75%$90.8413F
SPOTSPOTIFY TECHNOLOGY S A0.07%29,446$22,595,264-9,303-24.01%$767.3513F
TMETENCENT MUSIC ENTMT GROUP0.06%991,883$19,331,800-986,886-49.87%$19.4913F
MDTMEDTRONIC PLC0.06%234,886$20,475,022-394,597-62.69%$87.1713F
IBNICICI BANK LIMITED0.05%500,475$16,835,979500,475New$33.6413F
NVONOVO-NORDISK A S0.04%178,669$12,331,747-823,237-82.17%$69.0213F
SESEA LTD0.04%83,932$13,424,13183,932New$159.9413F
ACWIISHARES TR0.03%88,558$11,388,570-296,237-76.99%$128.613F
AGXARGAN INC0.03%44,821$9,882,13444,821New$220.4813F
MMYTMAKEMYTRIP LIMITED MAURITIUS0.03%104,962$10,288,389104,962New$98.0213F
BWXTBWX TECHNOLOGIES INC0.02%41,037$5,911,79041,037New$144.0613F
PDDPDD HOLDINGS INC0.02%64,309$6,730,580-1,884-2.85%$104.6613F
POWLPOWELL INDS INC0.02%25,173$5,297,65825,173New$210.4513F
WGSGENEDX HOLDINGS CORP0.02%80,980$7,475,26480,980New$92.3113F
VSECVSE CORP0.02%39,583$5,184,58139,583New$130.9813F
VUGVANGUARD INDEX FDS0.02%12,907$5,658,519-1,682-11.53%$438.4113F
DLODLOCAL LTD0.02%605,885$6,870,736-21,666-3.45%$11.3413F
CCJCAMECO CORP0.01%45,616$3,386,07645,616New$74.2313F
CVNACARVANA CO0.01%11,695$3,940,74711,695New$336.9613F
DAVEDAVE INC0.01%12,621$3,387,60312,621New$268.4113F
CATHGLOBAL X FDS0.01%46,993$3,545,622-6,324-11.86%$75.4513F
IESCIES HLDGS INC0.01%13,821$4,094,19513,821New$296.2313F
SMRNUSCALE PWR CORP0.01%85,426$3,379,45385,426New$39.5613F
JOBYJOBY AVIATION INC0.01%355,465$3,750,156355,465New$10.5513F
KAROKAROOOOO LTD0.01%84,767$4,151,88877,8681128.69%$48.9813F
SOFISOFI TECHNOLOGIES INC0.00955%170,896$3,112,016170,896New$18.2113F
NVDANVIDIA CORPORATION0.00826%17,042$2,692,46617,042New$157.9913F
CRSCARPENTER TECHNOLOGY CORP0.00804%9,475$2,618,7019,475New$276.3813F
ODDODDITY TECH LTD0.00782%33,751$2,547,18833,751New$75.4713F
WRBYWARBY PARKER INC0.00708%105,204$2,307,124-41,867-28.47%$21.9313F
CVLTCOMMVAULT SYS INC0.00703%13,142$2,291,04513,142New$174.3313F
IRSIRSA INVERSIONES Y REP S A0.00699%163,598$2,278,920163,598New$13.9313F
CRDOCREDO TECHNOLOGY GROUP HOLDI0.00694%24,417$2,260,77024,417New$92.5913F
LMBLIMBACH HLDGS INC0.00676%15,717$2,201,95215,717New$140.113F
TSLATESLA INC0.00655%6,722$2,135,3116,722New$317.6613F
HCIHCI GROUP INC0.00653%13,972$2,126,53813,972New$152.213F
ACHRARCHER AVIATION INC0.00648%194,666$2,112,126194,666New$10.8513F
AFRMAFFIRM HLDGS INC0.00637%30,027$2,076,06730,027New$69.1413F
LOMALOMA NEGRA C I A S A MTN 140.00632%187,687$2,058,926187,687New$10.9713F
CNMCORE & MAIN INC0.0063%34,013$2,052,685-90,940-72.78%$60.3513F
ENVXENOVIX CORPORATION0.00615%193,681$2,002,662193,681New$10.3413F
BELFBBEL FUSE INC0.00611%20,386$1,991,50820,386New$97.6913F
GGALGRUPO FINANCIERO GALICIA S.A0.00609%39,394$1,985,06439,394New$50.3913F
UNHUNITEDHEALTH GROUP INC0.00591%6,174$1,926,106-1,031,401-99.4%$311.9713F
CMPOCOMPOSECURE INC0.00587%135,767$1,912,957135,767New$14.0913F
MODMODINE MFG CO0.00585%19,366$1,907,55119,366New$98.513F
EXLSEXLSERVICE HOLDINGS INC0.00567%42,201$1,847,982-217,816-83.77%$43.7913F
REAXTHE REAL BROKERAGE INC0.00555%401,325$1,809,976401,325New$4.5113F
FTITECHNIPFMC PLC0.00545%51,582$1,776,48451,582New$34.4413F
AAPLAPPLE INC0.00537%8,526$1,749,237-2,672,588-99.68%$205.1713F
AMSCAMERICAN SUPERCONDUCTOR CORP0.00532%47,221$1,732,53847,221New$36.6913F
GSHDGOOSEHEAD INS INC0.0053%16,369$1,727,093-44,948-73.3%$105.5113F
UBERUBER TECHNOLOGIES INC0.0053%18,526$1,728,47618,526New$93.313F
TLNTALEN ENERGY CORP0.0052%5,826$1,694,0265,826New$290.7713F
FTAIFTAI AVIATION LTD0.00518%14,662$1,686,71614,662New$115.0413F
PCTYPAYLOCITY HLDG CORP0.00513%9,223$1,671,115-22,115-70.57%$181.1913F
ATROASTRONICS CORP0.00512%49,791$1,667,00349,791New$33.4813F
ADPTADAPTIVE BIOTECHNOLOGIES COR0.00509%142,257$1,657,294142,257New$11.6513F
TWLOTWILIO INC0.00508%13,313$1,655,60513,313New$124.3613F
BEBLOOM ENERGY CORP0.00501%68,316$1,634,11968,316New$23.9213F
UTIUNIVERSAL TECHNICAL INST INC0.00499%48,007$1,626,95748,007New$33.8913F
KTOSKRATOS DEFENSE & SEC SOLUTIO0.00492%34,531$1,603,96534,531New$46.4513F
SPYSPDR S&P 500 ETF TR0.0049%2,582$1,595,4111,13478.31%$617.913F
PRCHPORCH GROUP INC0.00489%135,022$1,591,909135,022New$11.7913F
CORTCORCEPT THERAPEUTICS INC0.00486%21,576$1,583,67821,576New$73.413F
BBIOBRIDGEBIO PHARMA INC0.00472%35,649$1,539,32435,649New$43.1813F
TMDXTRANSMEDICS GROUP INC0.00468%11,385$1,525,70411,385New$134.0113F
IRMDIRADIMED CORP0.00457%24,889$1,488,11324,889New$59.7913F
LTHLIFE TIME GROUP HOLDINGS INC0.00457%49,143$1,490,50749,143New$30.3313F
PTONPELOTON INTERACTIVE INC0.00457%214,366$1,487,700214,366New$6.9413F
HURNHURON CONSULTING GROUP INC0.00446%10,568$1,453,52310,568New$137.5413F
MEDPMEDPACE HLDGS INC0.00444%4,608$1,446,267-19,858-81.17%$313.8613F
IOTSAMSARA INC0.00441%36,165$1,438,64436,165New$39.7813F
HLNEHAMILTON LANE INC0.00439%10,061$1,429,869-42,259-80.77%$142.1213F
PGNYPROGYNY INC0.00436%64,650$1,422,300-196,856-75.28%$2213F
CAAPCORPORACION AMER ARPTS S A0.00425%68,380$1,385,37968,380New$20.2613F
LRNSTRIDE INC0.0042%9,420$1,367,6909,420New$145.1913F
NSITINSIGHT ENTERPRISES INC0.00419%9,897$1,366,627-32,236-76.51%$138.0813F
VCTRVICTORY CAP HLDGS INC0.00418%21,386$1,361,64721,386New$63.6713F
CRMSALESFORCE INC0.00417%4,989$1,360,426-3,268-39.58%$272.6913F
SHAKSHAKE SHACK INC0.00416%9,632$1,354,2599,632New$140.613F
ACWXISHARES TR0.00413%22,082$1,345,684-36,686-62.43%$60.9413F
ROADCONSTRUCTION PARTNERS INC0.0041%12,583$1,337,321-22,212-63.84%$106.2813F
RDVTRED VIOLET INC0.00409%27,072$1,331,94227,072New$49.213F
NGVCNATURAL GROCERS BY VITAMIN C0.00406%33,669$1,321,50833,669New$39.2513F
CEGCONSTELLATION ENERGY CORP0.00397%4,010$1,294,2684,010New$322.7613F
ASPIASP ISOTOPES INC0.00396%175,138$1,289,016175,138New$7.3613F
RMBSRAMBUS INC DEL0.00396%20,135$1,289,043-88,982-81.55%$64.0213F
ERJEMBRAER S.A.0.00389%22,284$1,268,18222,284New$56.9113F
BBSIBARRETT BUSINESS SVCS INC0.00386%30,143$1,256,66230,143New$41.6913F
PCTPURECYCLE TECHNOLOGIES INC0.00384%91,306$1,250,89291,306New$13.713F
BDCBELDEN INC0.0038%10,682$1,236,976-19,983-65.17%$115.813F
KAROPENLANE INC0.00378%50,404$1,232,37850,404New$24.4513F
MIRMIRION TECHNOLOGIES INC0.00378%57,230$1,232,16257,230New$21.5313F
SKYWSKYWEST INC0.00374%11,839$1,219,06211,839New$102.9713F
FNFABRINET0.00371%4,098$1,207,599-11,151-73.13%$294.6813F
OPYOPPENHEIMER HLDGS INC0.00363%17,982$1,182,67617,982New$65.7713F
VSTVISTRA CORP0.00355%5,973$1,157,6275,973New$193.8113F
ITRIITRON INC0.00352%8,703$1,145,5768,703New$131.6313F
GRALGRAIL INC0.00346%21,938$1,128,05221,938New$51.4213F
ESQESQUIRE FINL HLDGS INC0.0034%11,692$1,106,76511,692New$94.6613F
FVRRFIVERR INTL LTD0.00326%36,223$1,062,42136,223New$29.3313F
IEIVANHOE ELECTRIC INC0.00319%114,545$1,038,923114,545New$9.0713F
OSCROSCAR HEALTH INC0.00316%48,000$1,029,12048,000New$21.4413F
SUPVGRUPO SUPERVIELLE S.A.0.00315%97,077$1,028,04597,077New$10.5913F
CWCURTISS WRIGHT CORP0.00314%2,095$1,023,5122,095New$488.5513F
OLLIOLLIES BARGAIN OUTLET HLDGS0.00313%7,749$1,021,163-1,249-13.88%$131.7813F
BROSDUTCH BROS INC0.00308%14,663$1,002,509-53,461-78.48%$68.3713F
SFMSPROUTS FMRS MKT INC0.00307%6,068$999,0366,068New$164.6413F
CAKECHEESECAKE FACTORY INC0.00306%15,904$996,54515,904New$62.6613F
NRGNRG ENERGY INC0.00302%6,132$984,6776,132New$160.5813F
LQDTLIQUIDITY SVCS INC0.00294%40,628$958,41540,628New$23.5913F
SSYSSTRATASYS LTD0.00288%81,732$937,46681,732New$11.4713F
WSCWILLSCOT HLDGS CORP0.00287%34,182$936,587-82,735-70.76%$27.413F
PLPCPREFORMED LINE PRODS CO0.00277%5,652$903,2465,652New$159.8113F
PTGXPROTAGONIST THERAPEUTICS INC0.00271%15,999$884,26515,999New$55.2713F
WWAYFAIR INC0.00271%17,286$884,00617,286New$51.1413F
HQYHEALTHEQUITY INC0.00265%8,243$863,5378,243New$104.7613F
OPFIOPPFI INC0.00261%60,773$850,21460,773New$13.9913F
ARLOARLO TECHNOLOGIES INC0.00256%49,190$834,26249,190New$16.9613F
STRLSTERLING INFRASTRUCTURE INC0.00253%3,569$823,4753,569New$230.7313F
METCRAMACO RES INC0.00251%62,205$817,37462,205New$13.1413F
MIRMMIRUM PHARMACEUTICALS INC0.00242%15,507$789,15115,507New$50.8913F
IBPINSTALLED BLDG PRODS INC0.0024%4,335$781,687-11,315-72.3%$180.3213F
SYMSYMBOTIC INC0.00238%20,003$777,11720,003New$38.8513F
AXONAXON ENTERPRISE INC0.00234%922$763,361922New$827.9413F
RVLVREVOLVE GROUP INC0.00234%38,091$763,725-122,191-76.24%$20.0513F
SWIMLATHAM GROUP INC0.00233%119,217$760,604119,217New$6.3813F
WLFCWILLIS LEASE FIN CORP0.00231%5,277$753,4505,277New$142.7813F
PBIPITNEY BOWES INC0.00228%68,222$744,30268,222New$10.9113F
PGYPAGAYA TECHNOLOGIES LTD0.00226%34,483$735,17834,483New$21.3213F
HNSTHONEST CO INC0.00225%144,048$733,204144,048New$5.0913F
MRXMAREX GROUP PLC0.00224%18,523$731,10318,523New$39.4713F
KRNTKORNIT DIGITAL LTD0.0022%36,065$718,05436,065New$19.9113F
VTVANGUARD INTL EQUITY INDEX F0.00218%5,534$711,170-5,425-49.5%$128.5113F
TIGOMILLICOM INTL CELLULAR S A0.00216%18,753$702,67518,753New$37.4713F
EVEREVERQUOTE INC0.00214%28,806$696,52928,806New$24.1813F
HIMSHIMS & HERS HEALTH INC0.00213%13,949$695,35813,949New$49.8513F
NTNXNUTANIX INC0.00211%9,011$688,8019,011New$76.4413F
VISTVISTA ENERGY S.A.B. DE C.V.0.00206%14,062$672,30414,062New$47.8113F
PLNTPLANET FITNESS INC0.00196%5,842$637,0705,842New$109.0513F
NYAXNAYAX LTD0.00195%12,634$635,11112,634New$50.2713F
XERSXERIS BIOPHARMA HOLDINGS INC0.00191%132,994$621,082132,994New$4.6713F
ADTADT INC DEL0.0019%72,926$617,68372,926New$8.4713F
LASRNLIGHT INC0.00184%30,425$598,76430,425New$19.6813F
BKDBROOKDALE SR LIVING INC0.00179%84,013$584,73084,013New$6.9613F
ALKTALKAMI TECHNOLOGY INC0.00175%18,915$570,09818,915New$30.1413F
NTESNETEASE INC0.00175%4,242$570,888-79-1.83%$134.5813F
LVSLAS VEGAS SANDS CORP0.00174%13,066$568,502-126,553-90.64%$43.5113F
ADMAADMA BIOLOGICS INC0.0017%30,412$553,80330,412New$18.2113F
NTRANATERA INC0.00167%3,223$544,4943,223New$168.9413F
GHGUARDANT HEALTH INC0.00163%10,183$529,92310,183New$52.0413F
TGTXTG THERAPEUTICS INC0.00163%14,768$531,50014,768New$35.9913F
RBBNRIBBON COMMUNICATIONS INC0.0016%130,188$522,054130,188New$4.0113F
CECOCECO ENVIRONMENTAL CORP0.00159%18,317$518,55418,317New$28.3113F
MLRMILLER INDS INC TENN0.00157%11,530$512,62411,530New$44.4613F
SGOVISHARES TR0.00154%4,972$500,631-18,327-78.66%$100.6913F
PHRPHREESIA INC0.00152%17,363$494,15117,363New$28.4613F
SITMSITIME CORP0.00151%2,312$492,6412,312New$213.0813F
CPFCENTRAL PAC FINL CORP0.00148%17,212$482,45217,212New$28.0313F
ELFE L F BEAUTY INC0.00148%3,864$480,836-65,461-94.43%$124.4413F
ASNDASCENDIS PHARMA A/S0.00144%2,719$469,2992,719New$172.613F
AYIACUITY INC0.00141%1,540$459,4441,540New$298.3413F
HLIHOULIHAN LOKEY INC0.00141%2,555$459,772-29,740-92.09%$179.9513F
ASTEASTEC INDS INC0.0014%10,956$456,75610,956New$41.6913F
RHLDRESOLUTE HLDGS MGMT INC0.0014%14,337$456,92014,337New$31.8713F
ADSKAUTODESK INC0.00133%1,399$433,177-1,056-43.01%$309.6313F
TEMTEMPUS AI INC0.00132%6,759$429,4676,759New$63.5413F
YPFYPF SOCIEDAD ANONIMA0.00132%13,701$430,89613,701New$31.4513F
GTESGATES INDL CORP PLC0.00132%18,615$428,70318,615New$23.0313F
WALWESTERN ALLIANCE BANCORP0.00131%5,483$427,5645,483New$77.9813F
ALSNALLISON TRANSMISSION HLDGS I0.00128%4,389$416,9114,389New$94.9913F
TDUPTHREDUP INC0.00122%52,989$396,88852,989New$7.4913F
CCCSCCC INTELLIGENT SOLUTIONS HL0.0012%41,498$390,496-503,155-92.38%$9.4113F
FSVFIRSTSERVICE CORP NEW0.0012%2,247$392,371-27,401-92.42%$174.6213F
ATECALPHATEC HLDGS INC0.00116%34,192$379,53134,192New$11.113F
KRUSKURA SUSHI USA INC0.00116%4,379$376,9444,379New$86.0813F
OCSOCULIS HOLDING AG0.00116%19,472$377,95219,472New$19.4113F
TTANSERVICETITAN INC0.00114%3,461$370,9503,461New$107.1813F
AITAPPLIED INDL TECHNOLOGIES IN0.00112%1,565$363,784-19,595-92.6%$232.4513F
DOCSDOXIMITY INC0.00111%5,915$362,8265,915New$61.3413F
GNRCGENERAC HLDGS INC0.00111%2,530$362,321-30,879-92.43%$143.2113F
AXSMAXSOME THERAPEUTICS INC0.00104%3,232$337,3883,232New$104.3913F
SGSWEETGREEN INC0.00103%22,651$337,04722,651New$14.8813F
PLTRPALANTIR TECHNOLOGIES INC0.00102%2,449$333,8482,449New$136.3213F
PNTGPENNANT GROUP INC0.001%10,960$327,15610,960New$29.8513F
TREXTREX CO INC0.00099%5,961$324,159-72,781-92.43%$54.3813F
PYPLPAYPAL HLDGS INC0.00096%4,228$314,225-715-14.46%$74.3213F
HEPSD MARKET ELECTR SVCS & TRADI0.00095%114,817$310,006114,817New$2.713F
MRUSMERUS N V0.00094%5,834$306,8685,834New$52.613F
SIONSIONNA THERAPEUTICS INC0.0009%16,975$294,51616,975New$17.3513F
INTAINTAPP INC0.00089%5,595$288,8145,595New$51.6213F
AEHRAEHR TEST SYS0.00083%21,000$271,53021,000New$12.9313F
BLBLACKLINE INC0.00083%4,763$269,681-50,336-91.36%$56.6213F
BFLYBUTTERFLY NETWORK INC0.00083%134,802$269,604134,802New$213F
NKENIKE INC0.0008%3,654$259,598-2,555-41.15%$71.0413F
XMTRXOMETRY INC0.0008%7,702$260,2517,702New$33.7913F
CWANCLEARWATER ANALYTICS HLDGS I0.00079%11,785$258,445-113,107-90.56%$21.9313F
LUXELUXEXPERIENCE BV0.00074%30,459$241,84430,459New$7.9413F
RGENREPLIGEN CORP0.00073%1,917$238,436-28,985-93.8%$124.3813F
AAONAAON INC0.00072%3,203$236,221-46,263-93.52%$73.7513F
IVVISHARES TR0.00068%355$220,420355New$620.913F
SITESITEONE LANDSCAPE SUPPLY INC0.00068%1,821$220,232-19,517-91.47%$120.9413F
QLYSQUALYS INC0.00064%1,452$207,447-15,290-91.33%$142.8713F
AMNAMN HEALTHCARE SVCS INC-38,564Exited13F
BSYBENTLEY SYS INC-19,464Exited13F
TECHBIO-TECHNE CORP-46,314Exited13F
BWMNBOWMAN CONSULTING GROUP LTD-35,417Exited13F
CIGICOLLIERS INTL GROUP INC-7,933Exited13F
FIXCOMFORT SYS USA INC-1,166Exited13F
DTDYNATRACE INC-26,718Exited13F
ENTGENTEGRIS INC-11,539Exited13F
EPAMEPAM SYS INC-16,512Exited13F
FNDFLOOR & DECOR HLDGS INC-8,924Exited13F