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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | -223,084 | Exited | 13F | ||||
| BKNG | BOOKING HOLDINGS INC | -2,405 | Exited | 13F | ||||
| BSX | BOSTON SCIENTIFIC CORP | -104,655 | Exited | 13F | ||||
| COF | CAPITAL ONE FINL CORP | -2,267,056 | Exited | 13F | ||||
| CIEN | CIENA CORP | -809,522 | Exited | 13F | ||||
| CLH | CLEAN HARBORS INC | -1,754,950 | Exited | 13F | ||||
| ENTG | ENTEGRIS INC | -3,115,054 | Exited | 13F | ||||
| HLT | HILTON WORLDWIDE HLDGS INC | -89,249 | Exited | 13F | ||||
| KKR | KKR & CO INC | -179,308 | Exited | 13F | ||||
| MA | MASTERCARD INCORPORATED | -57,201 | Exited | 13F | ||||
| TLN | TALEN ENERGY CORP | -1,817,947 | Exited | 13F | ||||
| THC | TENET HEALTHCARE CORP | -2,258,717 | Exited | 13F | ||||
| VST | VISTRA CORP | -6,187,585 | Exited | 13F | ||||
| VMC | VULCAN MATLS CO | -144,179 | Exited | 13F | ||||
| SPOT | SPOTIFY TECHNOLOGY S A | -68,844 | Exited | 13F |