BSCUX Holdings List

No.	Symbol	Name	% Weight	Shares
1	VRT	Vertiv Holdings Co	7.25%	2,250,000
2	GWRE	Guidewire Software, Inc.	5.17%	875,000
3	KNSL	Kinsale Capital Group, Inc.	5.16%	425,000
4	IT	Gartner, Inc.	4.31%	425,000
5	RRR	Red Rock Resorts, Inc.	4.05%	3,100,000
6	BWIN	The Baldwin Insurance Group, Inc.	3.22%	3,000,000
7	PLNT	Planet Fitness, Inc.	3.15%	1,150,000
8	TDG	TransDigm Group Incorporated	3.05%	80,000
9	KTOS	Kratos Defense & Security Solutions, Inc.	2.92%	2,500,000
10	SITE	SiteOne Landscape Supply, Inc.	2.66%	875,000
11	FWONK	Formula One Group	2.62%	1,000,000
12	GTLS	Chart Industries, Inc.	2.58%	625,000
13	RBC	RBC Bearings Incorporated	2.41%	250,000
14	ICLR	ICON Public Limited Company	2.37%	650,000
15	CAKE	The Cheesecake Factory Incorporated	2.36%	1,500,000
16	HLI	Houlihan Lokey, Inc.	2.26%	500,000
17	BFAM	Bright Horizons Family Solutions Inc.	2.25%	725,000
18	DRVN	Driven Brands Holdings Inc.	2.20%	5,000,000
19	INTA	Intapp, Inc.	2.20%	1,700,000
20	ODD	Oddity Tech Ltd.	2.13%	1,125,000
21	JBTM	JBT Marel Corporation	2.11%	700,000
22	HQY	HealthEquity, Inc.	1.97%	750,000
23	ASGN	ASGN Incorporated	1.72%	1,375,000
24	CWAN	Clearwater Analytics Holdings, Inc.	1.65%	3,000,000
25	IBP	Installed Building Products, Inc.	1.58%	350,000

As of Jun 30, 2025

Showing 25 of 55

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Asset Allocation

Asset Class	% Weight
Stocks	99.27%
Cash	0.73%