| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LAMB WESTON HLDGS INC COM | 976,000 | 36,940,000 | 22.72% | ||
| 2 | AUTOLIV (US) | 320,000 | 36,207,000 | 22.27% | ||
| 3 | ANSYS | 354,000 | 32,740,000 | 20.14% | ||
| 4 | DANAHER CORP DEL | 335,000 | 26,075,000 | 16.04% | ||
| 5 | ZOETIS INC | 309,000 | 16,540,000 | 10.17% | ||
| 6 | VALVOLINE INC | 654,000 | 14,060,000 | 8.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001689418-17-000003, 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.
