| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | -1,138,082 | Exited | 13F | ||||
| CP | CANADIAN PACIFIC KANSAS CITY | -3,773,482 | Exited | 13F | ||||
| DLTR | DOLLAR TREE INC | -58,257 | Exited | 13F | ||||
| EFX | EQUIFAX INC | -402,901 | Exited | 13F | ||||
| MCHP | MICROCHIP TECHNOLOGY INC. | -2,999,177 | Exited | 13F | ||||
| TDG | TRANSDIGM GROUP INC | -38,290 | Exited | 13F |