| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Black Knight Finl | 15,395 | 590,000 | 0.46% | ||
| 2 | CINTAS CORP | 6,150 | 778,000 | 0.61% | ||
| 3 | CME GROUP INC | 8,983 | 1,067,000 | 0.84% | ||
| 4 | MSCI INC | 11,110 | 1,080,000 | 0.85% | ||
| 5 | ABM INDS INC | 27,535 | 1,201,000 | 0.94% | ||
| 6 | FIRST AMERN FINL CORP | 75,069 | 2,949,000 | 2.32% | ||
| 7 | MASTERCARD INCORPORATED | 41,039 | 4,616,000 | 3.63% | ||
| 8 | ARAMARK | 132,718 | 4,893,000 | 3.85% | ||
| 9 | AUTOMATIC DATA PROCESSING IN | 50,297 | 5,150,000 | 4.05% | ||
| 10 | COGNIZANT TECHNOLOGY SOLUTIO | 89,071 | 5,302,000 | 4.17% | ||
| 11 | KAR AUCTION SVCS INC | 150,298 | 6,564,000 | 5.16% | ||
| 12 | COMPUTER SCIENCES CORP. | 101,190 | 6,983,000 | 5.49% | ||
| 13 | INTERPUBLIC GROUP COS INC | 416,483 | 10,233,000 | 8.05% | ||
| 14 | VISA INC | 119,987 | 10,663,000 | 8.39% | ||
| 15 | TRANSUNION | 283,399 | 10,868,000 | 8.55% | ||
| 16 | GARTNER INC | 104,476 | 11,282,000 | 8.87% | ||
| 17 | FIDELITY NATL INFORMATION SV | 163,752 | 13,038,000 | 10.25% | ||
| 18 | TOTAL SYS SVCS INC | 274,630 | 14,682,000 | 11.55% | ||
| 19 | S&P GLOBAL INC | 116,445 | 15,224,000 | 11.97% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001420506-17-000400, filed 2017.05.15).
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.
