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Type	Result	AUM

CIK	Period
0001748240	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31

Sector	Form 13F Holdings	Value ($M)
	One Madison Corp	16.5
	Comfort Systems USA Inc	16.3
	GE Vernova Inc	16.1
	Propetro Holding Corp	15.7
	Caterpillar Inc	11.7
	Ikonics Corp	10.3
	American Tower Corp /MA/	9.1
	Amazon Com Inc	7.2
	Alcon Inc	7.1
	Visa Inc	6.5
	Danaher Corp /DE/	6.3
	Motorola Inc	6.2
	Canadian Pacific Railway Ltd/Cn	5.4
	Bloom Energy Corp	5.1
	Verisign Inc/Ca	5.1
	Analog Devices Inc	4.9
	Texas Instruments Inc	4.9
	Emcor Group Inc	4.5
	ASML Holding NV	4.5
	Lowes Companies Inc	4.5
	Union Pacific Corp	4.4
	Starbucks Corp	4.2
	Home Depot Inc	4.2
	Zoetis Inc	4.1
	Caseys General Stores Inc	3.8
	FleetCor Technologies Inc	3.7
	Nike Inc	3.6
	TJX Companies Inc /DE/	3.0
	Netflix Inc	3.0
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