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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TECH | BIO-TECHNE CORP | 2.94% | 3,392,001 | $177,265,972 | 1,926,066 | 131.39% | $52.26 | 13F |
| SAP | SAP SE | 2.13% | 749,909 | $128,391,920 | 703,982 | 1532.83% | $171.21 | 13F |
| GPI | GROUP 1 AUTOMOTIVE INC | 0.02% | 4,013 | $1,326,818 | 403 | 11.16% | $330.63 | 13F |
| NFLX | NETFLIX INC. | 0.01% | 8,091 | $777,950 | 2,871 | 55% | $96.15 | 13F |
| VTI | VANGUARD INDEX FDS | 0.01% | 2,748 | $881,586 | 70 | 2.61% | $320.81 | 13F |
| VXUS | VANGUARD STAR FDS | 0.00756% | 5,912 | $455,874 | 474 | 8.72% | $77.11 | 13F |
| MSFT | MICROSOFT CORP | 0.00453% | 737 | $272,815 | 48 | 6.97% | $370.17 | 13F |
| DG | DOLLAR GEN CORP | 0.00431% | 2,188 | $259,781 | 18 | 0.83% | $118.73 | 13F |
| AAPL | APPLE INC | 0.00405% | 961 | $243,892 | 70 | 7.86% | $253.79 | 13F |
| SDHC | SMITH DOUGLAS HOMES CORP | 0.00308% | 14,490 | $185,472 | 2,281 | 18.68% | $12.8 | 13F |