Holdings
| MSFT MICROSOFT CORP | $1.99B | 20.5% | 57,750,000 | — | — | — |
| MSI MOTOROLA SOLUTIONS INC | $1.67B | 17.1% | 28,907,623 | — | — | — |
| VALEANT PHARMACEUTICALS INTE | $1.63B | 16.7% | 18,923,877 | — | — | — |
| ADBE ADOBE INC | $1.43B | 14.6% | 31,303,362 | — | — | — |
| CBRE CBRE GROUP INC - A | $747.6M | 7.7% | 32,001,464 | — | — | — |
| WILLIS GROUP HOLDINGS PLC | $742.8M | 7.6% | 18,214,700 | — | — | — |
| ROCKWELL COLLINS INC | $708.9M | 7.3% | 11,180,009 | — | — | — |
| MICROS SYSTEMS INC | $289.0M | 3.0% | 6,697,308 | — | — | — |
| MSCI MSCI INC | $206.3M | 2.1% | 6,200,622 | — | — | — |
| CF CF INDUSTRIES HOLDINGS INC | $171.5M | 1.8% | 1,000,000 | — | — | — |
| CR BARD INC | $82.5M | 0.8% | 758,704 | — | — | — |
| GARDNER DENVER INC | $48.4M | 0.5% | 643,400 | — | — | — |
| OPLN OPENLANE INC | $18.4M | 0.2% | 803,628 | — | — | — |
| TECHNE CORP | $4.3M | 0.0% | 62,004 | — | — | — |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.