Instuitional Investor - Cdam (uk) Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Open Text Corp	OTEX	2,003,255	$74,881,672	13.51%
2.	Veeva Systems Inc	VEEV	227,982	$67,918,118	12.25%
3.	Crh Public Ltd Co	CRH	546,432	$65,517,197	11.82%
4.	Colliers International Group Inc.	CIGI	418,395	$65,357,483	11.79%
5.	Core & Main Inc.	CNM	1,162,742	$62,590,402	11.29%