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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| KNSL | KINSALE CAPITAL GROUP IN | 2.74% | 218,942 | $74,803,724 | 4,678 | 2.18% | $341.66 | 13F |
| BFAM | BRIGHT HORIZONSFAMILY SOLUTION | 2.23% | 742,329 | $60,967,481 | 332,133 | 80.97% | $82.13 | 13F |
| ANET | ARISTA NETWORKS INC | 1.9% | 423,361 | $51,981,534 | 4,203 | 1% | $122.78 | 13F |
| JPM | JPMORGAN CHASE & CO | 0.56% | 52,298 | $15,383,980 | 460 | 0.89% | $294.16 | 13F |
| TWFG | TWFG INC | 0.37% | 552,107 | $10,153,248 | 220,596 | 66.54% | $18.39 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 0.31% | 36,728 | $8,567,173 | 354 | 0.97% | $233.26 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 0.28% | 91,813 | $7,558,964 | 1,829 | 2.03% | $82.33 | 13F |
| MSFT | MICROSOFT CORP | 0.03% | 1,910 | $707,025 | 206 | 12.09% | $370.17 | 13F |