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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AIZ | ASSURANT INC | -1,142 | Exited | 13F | ||||
| CBZ | CBIZ INC | -183,268 | Exited | 13F | ||||
| CBRE | CBRE GROUP INC | -2,821 | Exited | 13F | ||||
| CDW | CDW CORP | -3,460 | Exited | 13F | ||||
| CSW | CSW INDUSTRIALS INC | -21,968 | Exited | 13F | ||||
| CSL | CARLISLE COS INC | -1,074 | Exited | 13F | ||||
| FUTU | FUTU HLDGS LTD | -2,816 | Exited | 13F | ||||
| GGG | GRACO INC | -19,798 | Exited | 13F | ||||
| HQY | HEALTHEQUITY INC | -193,371 | Exited | 13F | ||||
| HUYA | HUYA INC | -82,504 | Exited | 13F | ||||
| ICFI | ICF INTL INC | -111,415 | Exited | 13F | ||||
| IEX | IDEX CORP | -2,789 | Exited | 13F | ||||
| NSIT | INSIGHT ENTERPRISES INC | -95,071 | Exited | 13F | ||||
| IPAR | INTERPARFUMS INC | -97,039 | Exited | 13F | ||||
| EWY | ISHARES INC | -24,744 | Exited | 13F | ||||
| IWF | ISHARES TR | -37 | Exited | 13F | ||||
| INDA | ISHARES TR | -412,317 | Exited | 13F | ||||
| J | JACOBS SOLUTIONS INC | -2,050 | Exited | 13F | ||||
| MKL | MARKEL GROUP INC | -322 | Exited | 13F | ||||
| NTRA | NATERA INC | -6,633 | Exited | 13F | ||||
| PTC | PTC INC | -8,210 | Exited | 13F | ||||
| PRIM | PRIMORIS SVCS CORP | -124,224 | Exited | 13F | ||||
| RH | RH | -96,298 | Exited | 13F | ||||
| SAP | SAP SE | -833,584 | Exited | 13F | ||||
| SII | SPROTT INC | -127,000 | Exited | 13F | ||||
| BLD | TOPBUILD COR | -52,843 | Exited | 13F | ||||
| VRRM | VERRA MOBILITY CORP | -852,663 | Exited | 13F | ||||
| YETI | YETI HLDGS INC | -255,906 | Exited | 13F | ||||
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | -63,705 | Exited | 13F | ||||
| FTAI | FTAI AVIATION LTD | -7,097 | Exited | 13F |