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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PLC | 8.33% | 2,996,811 | $331,627,105 | 2,996,811 | New | $110.66 | 13F |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 0.04% | 23,762 | $1,546,669 | 23,762 | New | $65.09 | 13F |
| APO | APOLLO GLOBAL MGMT INC | 0.01% | 4,500 | $501,390 | 4,500 | New | $111.42 | 13F |
| ARES | ARES MANAGEMENT CORPORATION | 0.01% | 5,000 | $545,500 | 5,000 | New | $109.1 | 13F |
| FAF | FIRST AMERN FINL CORP | 0.00757% | 5,000 | $301,450 | 5,000 | New | $60.29 | 13F |
| ET | ENERGY TRANSFER L P | 0.00727% | 15,000 | $289,500 | 15,000 | New | $19.3 | 13F |