CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
92.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.37M
Full voting authority
1.37M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COPA HOLDINGS SASOLE | CL A | 472.50K | SH | $53.68M 39.59% | 472.50K | 0.00 | 0.00 |
AVNET INCSOLE | COM | 655K | SH | $40.36M 29.77% | 655K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 90K | SH | $31.85M 23.49% | 90K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 150K | SH | $9.69M 7.15% | 150K | 0.00 | 0.00 |