CIK: 0001744238
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IHS | Ihs Markit LTD | Stock-Other | 22.36% | — | — | |
| 2 | CRM | Salesforce INC | Stock-Tech | 14.83% | — | — | |
| 3 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 8.49% | — | — | |
| 4 | PYPL | Paypal Holdings INC | Stock-Financials | 8.08% | — | — | |
| 5 | FISV | Fiserv INC | Stock-Other | 7.32% | — | — | |
| 6 | FIS | Fidelity National Info Serv | Stock-Tech | 7.01% | — | — | |
| 7 | WDAY | Workday Inc-class A | Stock-Tech | 6.24% | — | — | |
| 8 | MCO | Moody's CORP | Stock-Financials | 3.79% | — | — | |
| 9 | CLVT | Clarivate Plc | Stock-Other | 3.59% | — | — | |
| 10 | PTC | Ptc INC | Stock-Tech | 3.13% | — | — | |
| 11 | TRU | Transunion | Stock-Financials | 3.04% | — | — | |
| 12 | CSGP | Costar Group INC | Stock-Real Estate | 2.74% | — | — | |
| 13 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.53% | — | — | |
| 14 | VRRM | Verra Mobility CORP | Stock-Other | 2.43% | — | — | |
| 15 | FTCHQ | Farfetch Ltd-class A | Stock-Other | 2.41% | — | — | |
| 16 | BURL | Burlington Stores INC | Stock-Consumer Disc | 1.25% | — | — | |
| 17 | VRMUSD | Vroom INC | Stock-Other | 0.76% | — | — |