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Type	Result	AUM

CIK	Period
0001615717	2026-03-31 2025-12-31 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 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31

Sector	Form 13F Holdings	Value ($M)
	Alphabet Inc	5.7
	White Mountains Insurance Group Ltd	5.5
	Roper Industries Inc	4.9
	Brown & Brown Inc	4.6
	Visa Inc	4.3
	Danaher Corp /DE/	4.1
	Macerich Co	3.9
	Thor Industries Inc	3.7
	Gartner Inc	3.7
	Mediaalpha Inc	3.1
	ASML Holding NV	3.1
	CDW Corp	3.1
	Fiserv Inc	2.9
	Intuit Inc	2.7
	NXP Semiconductors NV	2.4
	Oaktree Specialty Lending Corp	2.2
	SLR Investment Corp	1.8
	McGraw-Hill Companies Inc	1.5
	Hercules Capital Inc	1.5
	American Express Co	1.3
	Watsco Inc	0.9
	Johnson & Johnson	0.7
	Ares Capital Corp	0.5
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