| KKR KKR & Co. Inc. | 21.22% | 212,400 | $31.5M | Add +2.9% |
| CBOE Cboe Global Markets Inc. | 14.51% | 110,000 | $21.5M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 10.35% | 350,000 | $15.3M | No change |
| ICE Intercontinental Exchange Inc. | 10.06% | 100,000 | $14.9M | No change |
| AEM Agnico Eagle Mines Ltd. | 4.59% | 87,700 | $6.8M | Add +12.0% |
| MFC Manulife Financial Corp. | 3.73% | 181,000 | $5.5M | No change |
| RBA RB Global Inc. | 3.33% | 54,800 | $4.9M | No change |
| CLS Celestica Inc. | 2.68% | 42,400 | $4.0M | Reduce -67.6% |
| WCN Waste Connections Inc. | 2.41% | 20,900 | $3.6M | No change |
| CCJ Cameco Corp. | 2.18% | 63,000 | $3.2M | New |
| AMZN Amazon.com Inc. | 1.79% | 12,000 | $2.7M | No change |
| AVGO Broadcom Inc. | 1.67% | 10,500 | $2.5M | Add +144.2% |
| COST Costco Wholesale Corp. | 1.49% | 2,400 | $2.2M | No change |
| JPM JPMorgan Chase & Co. | 1.34% | 8,300 | $2.0M | No change |
| VRT Vertiv Holdings Co. Class A | 1.31% | 16,700 | $1.9M | Add +67.0% |
| TTEK Tetra Tech Inc. | 1.25% | 46,500 | $1.8M | No change |
| ARES Ares Management Corp. Class A | 1.24% | 10,300 | $1.8M | Add +134.1% |
| BBU Brookfield Business PT-Unit | 1.17% | 78,700 | $1.7M | New |
| STN Stantec Inc. | 1.10% | 20,900 | $1.6M | No change |
| ANSS Ansys Inc. | 1.09% | 4,800 | $1.6M | No change |
| V Visa Inc. Class A | 1.08% | 5,100 | $1.6M | No change |
| META Meta Platforms Inc. Class A | 1.07% | 2,700 | $1.6M | New |
| MA Mastercard Inc. Class A | 0.99% | 2,800 | $1.5M | No change |
| J Jacobs Solutions Inc. | 0.99% | 11,000 | $1.5M | No change |
| ATS Ats Corp. | 0.98% | 48,100 | $1.5M | No change |
| GIB Cgi Inc. | 0.95% | 12,910 | $1.4M | No change |
| UNH Unitedhealth Group Inc. | 0.92% | 2,690 | $1.4M | No change |
| BAH Booz Allen Hamilton Holdings | 0.89% | 10,300 | $1.3M | No change |
| IBKR Interactive Brokers Gro Class A | 0.82% | 6,800 | $1.2M | New |
| ACN Accenture PLC Class A | 0.76% | 3,200 | $1.1M | No change |
| AAON Aaon Inc. | 0.74% | 9,200 | $1.1M | New |
| ORCL Oracle Corp. | 0.66% | 5,900 | $983K | No change |
| FTAI Ftai Aviation Ltd. | 0.47% | 5,500 | $695K | Reduce -61.5% |
| AMTM Amentum Holdings Inc. | 0.17% | 11,000 | $245K | No change |