Disclosed positions
| WASTE CONNECTIONS INC | WCN | COM | $40,496,197 | 243,000 | SH | None |
| PEMBINA PIPELINE CORP | PBA | COM | $30,731,193 | 664,500 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $26,912,105 | 134,500 | SH | None |
| MICROSOFT CORP | MSFT | COM | $25,014,721 | 67,060 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $24,833,640 | 52,000 | SH | None |
| VISA INC | V | COM CL A | $24,359,390 | 71,000 | SH | None |
| BROOKFIELD INFRASTRUCTURE PA | Unresolved | LP INT UNIT | $24,266,305 | 664,700 | SH | None |
| BROOKFIELD ASSET MANAGMT LTD | BAM | CL A LMT VTG SHS | $23,120,841 | 515,658 | SH | None |
| TORONTO DOMINION BK ONT | TD | COM NEW | $22,337,597 | 183,802 | SH | None |
| UNION PAC CORP | UNP | COM | $21,352,000 | 78,500 | SH | None |
| META PLATFORMS INC | META | CL A | $21,236,033 | 37,700 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $20,727,460 | 58,000 | SH | None |
| LINDE PLC | LIN | SHS | $20,653,812 | 39,800 | SH | None |
| CANADIAN NATL RY CO | CNI | COM | $20,111,037 | 168,600 | SH | None |
| AMAZON COM INC | AMZN | COM | $19,972,892 | 83,800 | SH | None |
| TOTALENERGIES SE | TTE | ACT | $19,971,636 | 257,000 | SH | None |
| BROADCOM INC | AVGO | COM | $19,605,225 | 51,900 | SH | None |
| STANTEC INC | STN | COM | $18,875,972 | 273,800 | SH | None |
| SYNOPSYS INC | SNPS | COM | $18,155,049 | 40,700 | SH | None |
| HDFC BANK LTD | HDB | SPONSORED ADS | $17,693,550 | 685,000 | SH | None |
| APPLE INC | AAPL | COM | $17,650,960 | 61,000 | SH | None |
| HYATT HOTELS CORP | H | COM CL A | $17,600,672 | 90,800 | SH | None |
| HOME DEPOT INC | HD | COM | $17,281,320 | 49,000 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $17,060,472 | 42,900 | SH | None |
| SUN LIFE FINANCIAL INC. | SLF | COM | $16,071,943 | 204,800 | SH | None |
| NETFLIX INC. | NFLX | COM | $15,900,780 | 222,700 | SH | None |
| BCE INC | BCE | COM NEW | $15,695,926 | 729,000 | SH | None |
| GALLAGHER ARTHUR J & CO | AJG | COM | $15,013,878 | 65,400 | SH | None |
| CROWN HLDGS INC | CCK | COM | $14,760,240 | 132,000 | SH | None |
| FIRSTSERVICE CORP NEW | FSV | COM | $14,069,570 | 98,990 | SH | None |
| INFOSYS LTD | INFY | SPONSORED ADR | $13,804,840 | 1,316,000 | SH | None |
| SERVICENOW INC | NOW | COM | $12,062,520 | 121,500 | SH | None |
| TETRA TECH INC NEW | TTEK | COM | $11,873,790 | 411,000 | SH | None |
| DEERE & CO | DE | COM | $11,861,971 | 18,700 | SH | None |
| STRYKER CORPORATION | SYK | COM | $11,586,112 | 36,800 | SH | None |
| MSA SAFETY INC | MSA | COM | $11,413,168 | 65,375 | SH | None |
| MOODYS CORP | MCO | COM | $11,368,292 | 25,100 | SH | None |
| AT&T INC | T | COM | $10,979,280 | 530,400 | SH | None |
| BENCHMARK ELECTRS INC | BHE | COM | $10,024,872 | 101,600 | SH | None |
| AFFILIATED MANAGERS GROUP | AMG | COM | $9,813,600 | 29,000 | SH | None |
| MOTOROLA SOLUTIONS INC | MSI | COM NEW | $9,551,670 | 23,000 | SH | None |
| SANMINA CORP | SANM | COM | $9,136,188 | 36,100 | SH | None |
| ADOBE INC | ADBE | COM | $9,061,884 | 44,200 | SH | None |
| PLEXUS CORP | PLXS | COM | $8,719,430 | 29,000 | SH | None |
| EDGEWELL PERSONAL CARE CO | EPC | COM | $8,278,252 | 308,200 | SH | None |
| COCA COLA CO | KO | COM | $8,005,095 | 98,500 | SH | None |
| CGI INC | GIB | CL A SUB VTG | $7,881,979 | 122,000 | SH | None |
| IDEXX LABS INC | IDXX | COM | $7,791,312 | 14,800 | SH | None |
| BLUE OWL CAPITAL CORPORATION | OBDC | COM | $7,772,050 | 715,000 | SH | None |
| TFI INTERNATIONAL INC | TFII | COM | $6,719,152 | 46,700 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.