| Ch Robinson Worldwide Inc |
CHRW US
|
139,917
|
14,260,341 |
3.20
|
| Constellation Brands Inc |
STZ US
|
59,334
|
13,913,823 |
3.13
|
| Mondelez International Inc |
MDLZ US
|
221,316
|
13,542,326 |
3.04
|
| Kla Corp |
KLAC US
|
38,041
|
12,761,995 |
2.87
|
| Yum! Brands Inc |
YUM US
|
110,111
|
12,323,623 |
2.77
|
| John Wiley & Sons Inc |
WLY US
|
238,761
|
12,129,059 |
2.73
|
| Microsoft Corp |
MSFT US
|
46,163
|
11,658,927 |
2.62
|
| Bank Of New York Mellon Corp/The |
BK US
|
259,748
|
11,369,170 |
2.55
|
| Polaris Inc |
PII US
|
112,690
|
11,107,853 |
2.50
|
| Alphabet Inc |
GOOGL US
|
5,074
|
11,051,984 |
2.48
|
| Comcast Corp |
CMCSA US
|
260,004
|
10,922,768 |
2.45
|
| Intercontinental Exchange Inc |
ICE US
|
109,099
|
10,650,244 |
2.39
|
| Applied Materials Inc |
AMAT US
|
94,323
|
10,041,627 |
2.26
|
| Servicenow Inc |
NOW US
|
22,750
|
9,851,433 |
2.21
|
| Lam Research Corp |
LRCX US
|
20,383
|
9,663,988 |
2.17
|
| Blackrock Inc |
BLK US
|
15,346
|
9,214,352 |
2.07
|
| Merck & Co Inc |
MRK US
|
95,325
|
8,917,654 |
2.00
|
| Adobe Inc |
ADBE US
|
22,250
|
8,879,753 |
2.00
|
| Starbucks Corp |
SBUX US
|
119,948
|
8,802,984 |
1.98
|
| Cheniere Energy Inc |
LNG US
|
66,162
|
8,627,525 |
1.94
|
| Salesforce.Com Inc |
CRM US
|
53,345
|
8,516,529 |
1.91
|
| Monolithic Power Systems Inc |
MPWR US
|
18,560
|
7,760,307 |
1.74
|
| Coca-Cola Co/The |
KO US
|
126,887
|
7,737,569 |
1.74
|
| Veeva Systems Inc |
VEEV US
|
46,786
|
7,696,765 |
1.73
|
| Kellogg Co |
K US
|
112,525
|
7,622,444 |
1.71
|
| Aspen Technology Inc |
AZPN US
|
39,031
|
7,572,404 |
1.70
|
| Johnson & Johnson |
JNJ US
|
42,465
|
7,515,456 |
1.69
|
| Thermo Fisher Scientific Inc |
TMO US
|
13,420
|
7,450,113 |
1.67
|
| Costco Wholesale Corp |
COST US
|
17,643
|
7,347,074 |
1.65
|
| Pepsico Inc |
PEP US
|
41,910
|
6,798,221 |
1.53
|
| Union Pacific Corp |
UNP US
|
30,579
|
6,531,063 |
1.47
|
| Lowe's Cos Inc |
LOW US
|
35,191
|
6,499,426 |
1.46
|
| Gilead Sciences Inc |
GILD US
|
100,112
|
6,391,150 |
1.44
|
| American Express Co |
AXP US
|
41,312
|
6,330,651 |
1.42
|
| Mcdonald's Corp |
MCD US
|
26,885
|
6,288,670 |
1.41
|
| Texas Instruments Inc |
TXN US
|
36,382
|
6,178,027 |
1.39
|
| Roper Technologies Inc |
ROP US
|
14,790
|
6,174,233 |
1.39
|
| Colgate-Palmolive Co |
CL US
|
81,170
|
6,098,302 |
1.37
|
| International Flavors & Fragrances Inc |
IFF US
|
47,103
|
6,072,990 |
1.36
|
| Cme Group Inc |
CME US
|
31,094
|
5,973,468 |
1.34
|
| Mastercard Inc |
MA US
|
17,739
|
5,963,497 |
1.34
|
| State Street Corp |
STT US
|
85,135
|
5,744,058 |
1.29
|
| S&P Global Inc |
SPGI US
|
16,731
|
5,729,029 |
1.29
|
| Intel Corp |
INTC US
|
134,856
|
5,616,752 |
1.26
|
| Blackbaud Inc |
BLKB US
|
88,879
|
5,590,489 |
1.26
|
| Nike Inc |
NKE US
|
51,494
|
5,561,352 |
1.25
|
| Masco Corp |
MAS US
|
101,362
|
5,502,943 |
1.24
|
| Medtronic Plc |
MDT US
|
53,261
|
5,460,850 |
1.23
|
| Intuit Inc |
INTU US
|
13,888
|
5,107,729 |
1.15
|
| Transunion |
TRU US
|
59,694
|
4,872,224 |
1.09
|
| Ecolab Inc |
ECL US
|
30,042
|
4,791,399 |
1.08
|
| Western Union Co/The |
WU US
|
276,764
|
4,724,361 |
1.06
|
| Equifax Inc |
EFX US
|
23,662
|
4,604,862 |
1.03
|
| Workday Inc |
WDAY US
|
27,588
|
4,579,332 |
1.03
|
| Tyler Technologies Inc |
TYL US
|
13,168
|
4,499,901 |
1.01
|
| T Rowe Price Group Inc |
TROW US
|
34,265
|
4,172,792 |
0.94
|
| Walt Disney Co/The |
DIS US
|
37,488
|
3,839,521 |
0.86
|
| Other/Cash |
--
|
--
|
410,283 |
0.09
|