| Polaris Inc |
PII US
|
121,525
|
14,880,736 |
2.93
|
| Kellogg Co |
K US
|
192,632
|
14,622,695 |
2.88
|
| Mondelez International Inc |
MDLZ US
|
201,602
|
13,215,011 |
2.60
|
| Constellation Brands Inc |
STZ US
|
52,620
|
13,200,779 |
2.60
|
| Kla Corp |
KLAC US
|
34,255
|
13,086,095 |
2.58
|
| John Wiley & Sons Inc |
WLY US
|
242,823
|
12,862,334 |
2.53
|
| Microsoft Corp |
MSFT US
|
43,376
|
12,586,414 |
2.48
|
| Roper Technologies Inc |
ROP US
|
29,014
|
12,584,823 |
2.48
|
| Intercontinental Exchange Inc |
ICE US
|
110,434
|
12,437,077 |
2.45
|
| Gilead Sciences Inc |
GILD US
|
190,694
|
12,429,435 |
2.45
|
| Tyler Technologies Inc |
TYL US
|
30,091
|
12,211,229 |
2.41
|
| Yum! Brands Inc |
YUM US
|
101,247
|
11,942,084 |
2.35
|
| Alphabet Inc |
GOOGL US
|
99,217
|
11,922,907 |
2.35
|
| Masco Corp |
MAS US
|
210,231
|
11,833,903 |
2.33
|
| Cheniere Energy Inc |
LNG US
|
69,488
|
11,643,409 |
2.29
|
| Adobe Inc |
ADBE US
|
26,355
|
11,570,636 |
2.28
|
| Bank Of New York Mellon Corp/The |
BK US
|
253,360
|
11,315,058 |
2.23
|
| Servicenow Inc |
NOW US
|
22,953
|
11,237,789 |
2.21
|
| Transunion |
TRU US
|
134,583
|
11,035,806 |
2.17
|
| Applied Materials Inc |
AMAT US
|
101,273
|
10,964,828 |
2.16
|
| Merck & Co Inc |
MRK US
|
90,624
|
8,283,034 |
1.63
|
| Ch Robinson Worldwide Inc |
CHRW US
|
69,086
|
8,205,344 |
1.62
|
| Coca-Cola Co/The |
KO US
|
118,177
|
7,707,504 |
1.52
|
| Keysight Technologies Inc |
KEYS US
|
41,557
|
7,453,664 |
1.47
|
| Pepsico Inc |
PEP US
|
40,508
|
7,307,643 |
1.44
|
| Costco Wholesale Corp |
COST US
|
12,864
|
7,216,189 |
1.42
|
| Rockwell Automation Inc |
ROK US
|
28,019
|
7,184,072 |
1.42
|
| American Express Co |
AXP US
|
43,092
|
7,095,098 |
1.40
|
| Mcdonald's Corp |
MCD US
|
26,273
|
7,003,856 |
1.38
|
| Intuit Inc |
INTU US
|
14,526
|
6,939,869 |
1.37
|
| Charles Schwab Corp/The |
SCHW US
|
91,593
|
6,938,170 |
1.37
|
| Monolithic Power Systems Inc |
MPWR US
|
13,148
|
6,932,152 |
1.37
|
| S&P Global Inc |
SPGI US
|
17,775
|
6,885,680 |
1.36
|
| Brown-Forman Corp |
BF/B US
|
87,786
|
6,817,461 |
1.34
|
| Moody's Corp |
MCO US
|
21,207
|
6,783,271 |
1.34
|
| Lowe's Cos Inc |
LOW US
|
31,283
|
6,771,831 |
1.33
|
| Johnson & Johnson |
JNJ US
|
40,564
|
6,764,858 |
1.33
|
| Clorox Co/The |
CLX US
|
44,818
|
6,664,885 |
1.31
|
| Tradeweb Markets Inc |
TW US
|
87,799
|
6,557,707 |
1.29
|
| Thermo Fisher Scientific Inc |
TMO US
|
10,905
|
6,488,584 |
1.28
|
| State Street Corp |
STT US
|
87,201
|
6,470,314 |
1.27
|
| Cme Group Inc |
CME US
|
30,167
|
6,272,323 |
1.24
|
| Medtronic Plc |
MDT US
|
62,686
|
5,970,215 |
1.18
|
| Emerson Electric Co |
EMR US
|
66,049
|
5,963,564 |
1.17
|
| Veeva Systems Inc |
VEEV US
|
26,486
|
5,943,458 |
1.17
|
| Mastercard Inc |
MA US
|
16,616
|
5,937,894 |
1.17
|
| Guidewire Software Inc |
GWRE US
|
74,713
|
5,937,442 |
1.17
|
| International Flavors & Fragrances Inc |
IFF US
|
47,533
|
5,801,403 |
1.14
|
| Teradyne Inc |
TER US
|
57,277
|
5,780,968 |
1.14
|
| Nike Inc |
NKE US
|
49,186
|
5,706,068 |
1.12
|
| Blackrock Inc |
BLK US
|
7,618
|
5,677,086 |
1.12
|
| Starbucks Corp |
SBUX US
|
63,242
|
5,600,079 |
1.10
|
| Ecolab Inc |
ECL US
|
31,132
|
5,459,930 |
1.08
|
| Comcast Corp |
CMCSA US
|
138,468
|
5,346,249 |
1.05
|
| Equifax Inc |
EFX US
|
25,066
|
5,333,543 |
1.05
|
| Lam Research Corp |
LRCX US
|
10,361
|
5,213,137 |
1.03
|
| Blackbaud Inc |
BLKB US
|
90,149
|
5,176,356 |
1.02
|
| Intel Corp |
INTC US
|
141,485
|
5,121,757 |
1.01
|
| Salesforce.Com Inc |
CRM US
|
26,531
|
4,985,971 |
0.98
|
| T Rowe Price Group Inc |
TROW US
|
35,926
|
4,733,969 |
0.93
|
| Aspen Technology Inc |
AZPN US
|
19,498
|
4,423,706 |
0.87
|
| Other/Cash |
--
|
--
|
1,228,432 |
0.24
|