BSFIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	KNSL	Kinsale Capital Group, Inc.	5.83%	450,000
2	IT	Gartner, Inc.	5.31%	475,000
3	GWRE	Guidewire Software, Inc.	4.99%	1,000,000
4	VRT	Vertiv Holdings Co	4.81%	2,500,000
5	TDG	TransDigm Group Incorporated	3.68%	100,000
6	RRR	Red Rock Resorts, Inc.	3.58%	3,100,000
7	BWIN	The Baldwin Insurance Group, Inc.	3.57%	3,000,000
8	ICLR	ICON Public Limited Company	3.03%	650,000
9	PLNT	Planet Fitness, Inc.	2.96%	1,150,000
10	SITE	SiteOne Landscape Supply, Inc.	2.83%	875,000
11	GTLS	Chart Industries, Inc.	2.69%	700,000
12	INTA	Intapp, Inc.	2.64%	1,700,000
13	BFAM	Bright Horizons Family Solutions Inc.	2.45%	725,000
14	FWONK	Formula One Group	2.40%	1,000,000
15	CAKE	The Cheesecake Factory Incorporated	2.33%	1,800,000
16	ASGN	ASGN Incorporated	2.31%	1,375,000
17	DRVN	Driven Brands Holdings Inc.	2.28%	5,000,000
18	JBTM	JBT Marel Corporation	2.28%	700,000
19	HLI	Houlihan Lokey, Inc.	2.15%	500,000
20	RBC	RBC Bearings Incorporated	2.14%	250,000
21	KTOS	Kratos Defense & Security Solutions, Inc.	1.98%	2,500,000
22	CWAN	Clearwater Analytics Holdings, Inc.	1.78%	2,500,000
23	HQY	HealthEquity, Inc.	1.76%	750,000
24	IBP	Installed Building Products, Inc.	1.60%	350,000
25	CGNX	Cognex Corporation	1.51%	1,900,000

As of Mar 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.27%
Cash	0.73%