Wasacht Core Growth Fund

What it bought and sold

• TrimmedClearwater Analytics Holdings, Inc.Jun 2025

  We continue to like Clearwater but lowered the stock’s weight in the Fund as we assess what the acquisition might mean for Clearwater’s business.

Also held

• Fabrinet
• HealthEquity, Inc.
• Saia, Inc.
• Valvoline, Inc.
• Nova Ltd.
• Paylocity Holding Corp.
• Ollie’s Bargain Outlet Holdings, Inc.
• Kadant, Inc.
• RBC Bearings, Inc.
• Casella Waste Systems, Inc.
• Morningstar, Inc.
• Wingstop, Inc.
• BellRing Brands, Inc.
• Trex Co., Inc.
• Shift4 Payments, Inc.

Every letter