CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
76.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Full voting authority
1.57M
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 | $73.51M 31.72% | 472.50K | 0.00 | 0.00 |
AVNET INCSOLE | COM | 655K | SH | $58.18M 25.11% | 655K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 135K | SH | $45.68M 19.72% | 135K | 0.00 | 0.00 |
CDW CORPSOLE | COM | 200K | SH | $28.13M 12.14% | 200K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 110K | SH | $26.22M 11.31% | 110K | 0.00 | 0.00 |