MARRIOTT INTL INC NEW MAR
7.4% 8.9% $334.2M 901,923 $392.2M 1.2M -297,202 -24.78% Reduce STRYKER CORPORATION SYK
7.32% 8.85% $330.8M 1.1M $389.7M 1.2M -135,265 -11.41% Reduce WATERS CORP WAT
6.95% 7.41% $314.2M 837,764 $326.6M 1.1M -259,091 -23.62% Reduce CHURCH & DWIGHT CHD
5.44% 5.5% $245.8M 2.5M $242.4M 2.6M -59,916 -2.31% Reduce VISA INC V
5.17% 7.04% $233.5M 680,492 $309.9M 1.0M -344,953 -33.64% Reduce TEXAS INSTRS INC TXN
5.01% 3.82% $226.3M 759,134 $168.3M 866,997 -107,863 -12.44% Reduce UBER TECHNOLOGIES INC UBER
4.72% — $213.3M 3.0M $0 0 +3.0M New Buy MASTERCARD INCORPORATED MA
4.47% — $201.8M 392,933 $0 0 +392,933 New Buy ALPHABET INC GOOGL
4.42% 7.4% $199.8M 558,963 $326.2M 1.1M -575,416 -50.73% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
4.35% 0.02% $196.5M 411,476 $964,171 2,853 +408,623 +14,322.57% Add META PLATFORMS INC META
4.25% 6.09% $191.9M 340,730 $268.4M 469,040 -128,310 -27.36% Reduce MICROSOFT CORP MSFT
4.17% 5.58% $188.5M 505,361 $245.8M 664,002 -158,641 -23.89% Reduce AUTOMATIC DATA PROCESSING IN ADP
4.08% 6.12% $184.5M 823,664 $269.7M 1.3M -503,645 -37.94% Reduce FORTINET INC FTNT
3.83% 3.08% $173.0M 1.1M $135.6M 1.7M -533,555 -32.15% Reduce IDEXX LABS INC COM IDXX
3.81% 6.14% $172.2M 327,058 $270.6M 481,586 -154,528 -32.09% Reduce PHILIP MORRIS INTL INC PM
3.78% 6.3% $170.9M 944,396 $277.4M 1.7M -733,323 -43.71% Reduce PROCTER & GAMBLE CO PG
3.52% 5.77% $159.2M 1.1M $254.3M 1.8M -674,762 -38.32% Reduce NETFLIX INC NFLX
3.46% — $156.1M 2.2M $0 0 +2.2M New Buy GE VERNOVA INC GEV
3.34% — $151.1M 128,646 $0 0 +128,646 New Buy A APPLOVIN CORP APP
2.67% — $120.5M 233,921 $0 0 +233,921 New Buy TJX COS INC NEW TJX
2.42% 0.01% $109.3M 721,550 $513,116 3,213 +718,337 +22,357.21% Add N NEXTPOWER INC NXT
2.38% — $107.6M 903,523 $0 0 +903,523 New Buy VEEVA SYS INC VEEV
1.02% — $46.0M 259,070 $0 0 +259,070 New Buy B BADGER METER INC BMI
0.82% 0.46% $37.3M 251,196 $20.2M 132,631 +118,565 +89.39% Add YUM BRANDS INC COM YUM
0.63% — $28.5M 178,009 $0 0 +178,009 New Buy WASTE MGMT INC DEL WM
0.57% 0.37% $25.6M 114,984 $16.2M 70,475 +44,509 +63.16% Add O OREILLY AUTOMOTIVE INC COM ORLY
0.01% — $498,207 5,410 $0 0 +5,410 New Buy AMAZON COM INC AMZN
— 0.01% $0 0 $414,249 1,989 -1,989 Exit APPLE INC AAPL
— 0.01% $0 0 $554,024 2,183 -2,183 Exit HOME DEPOT INC HD
— 0.03% $0 0 $1.5M 4,585 -4,585 Exit ZOETIS INC CL A ZTS
— 3.01% $0 0 $132.4M 1.1M -1.1M Exit OTIS WORLDWIDE OTIS
— 1.69% $0 0 $74.5M 966,787 -966,787 Exit METTLER TOLEDO INTERNATIONAL MTD
— 6.38% $0 0 $280.9M 222,759 -222,759 Exit 
