| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRICELINE GRP INC | 42,000 | 61,575,000 | 11.81% | ||
| 2 | SS&C TECHNOLOGIES HLDGS INC | 2,118,500 | 60,589,000 | 11.62% | ||
| 3 | COGNIZANT TECHNOLOGY SOLUTIO | 845,000 | 47,345,000 | 9.08% | ||
| 4 | Travelport Worldwide Ltd | 3,345,000 | 47,165,000 | 9.04% | ||
| 5 | WILLIS TOWERS WATSON PLC LTD SHS | 380,000 | 46,466,000 | 8.91% | ||
| 6 | EQUIFAX INC | 388,000 | 45,873,000 | 8.80% | ||
| 7 | IHS MARKIT LTD SHS | 1,264,000 | 44,758,000 | 8.58% | ||
| 8 | SANTANDER CONSUMER USA HDG I COM | 3,112,000 | 42,012,000 | 8.06% | ||
| 9 | AMERCO | 110,000 | 40,655,000 | 7.80% | ||
| 10 | INTERCONTINENTAL EXCHANGE IN | 675,000 | 38,084,000 | 7.30% | ||
| 11 | QTS RLTY TR INC | 565,000 | 28,052,000 | 5.38% | ||
| 12 | FLEETCOR TECH | 133,500 | 18,893,000 | 3.62% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001635409-17-000005, filed 2017.02.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
