Instuitional Investor - Cdam (uk) Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Core & Main Inc.	CNM	1,263,247	$62,404,401	13.84%
2.	Crh Public Ltd Co	CRH	579,495	$60,916,515	13.51%
3.	Colliers International Group Inc.	CIGI	492,024	$52,592,445	11.66%
4.	Veeva Systems Inc	VEEV	265,254	$46,594,518	10.33%
5.	Servicenow Inc.	NOW	433,759	$45,349,503	10.06%