BSFIX Holdings List

No.	Symbol	Name	% Weight	Shares
1	VRT	Vertiv Holdings Co	7.02%	1,750,000
2	RRR	Red Rock Resorts, Inc.	4.87%	3,000,000
3	KNSL	Kinsale Capital Group, Inc.	4.81%	425,000
4	GWRE	Guidewire Software, Inc.	4.58%	750,000
5	PLNT	Planet Fitness, Inc.	3.17%	1,150,000
6	KTOS	Kratos Defense & Security Solutions, Inc.	3.04%	1,250,000
7	ICLR	ICON Public Limited Company	3.02%	650,000
8	SITE	SiteOne Landscape Supply, Inc.	3.00%	875,000
9	IT	Gartner, Inc.	2.97%	425,000
10	HLI	Houlihan Lokey, Inc.	2.73%	500,000
11	TDG	TransDigm Group Incorporated	2.63%	75,000
12	JBTM	JBT Marel Corporation	2.61%	700,000
13	RBC	RBC Bearings Incorporated	2.59%	250,000
14	FWONK	Formula One Group	2.50%	900,000
15	IBP	Installed Building Products, Inc.	2.30%	350,000
16	CGNX	Cognex Corporation	2.29%	1,900,000
17	BWIN	The Baldwin Insurance Group, Inc.	2.25%	3,000,000
18	DRVN	Driven Brands Holdings Inc.	2.14%	5,000,000
19	BFAM	Bright Horizons Family Solutions Inc.	2.09%	725,000
20	HQY	HealthEquity, Inc.	1.89%	750,000
21	ODD	Oddity Tech Ltd.	1.86%	1,125,000
22	INTA	Intapp, Inc.	1.85%	1,700,000
23	CAKE	The Cheesecake Factory Incorporated	1.82%	1,250,000
24	KRMN	Karman Holdings Inc.	1.63%	850,000
25	ASGN	ASGN Incorporated	1.57%	1,250,000

Showing 25 of 57 holdings

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As of Sep 30, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.27%
Cash	0.73%