0001535385-22-000007.txt : 20220722 0001535385-22-000007.hdr.sgml : 20220722 20220722073928 ACCESSION NUMBER: 0001535385-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220722 DATE AS OF CHANGE: 20220722 EFFECTIVENESS DATE: 20220722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Artemis Investment Management LLP CENTRAL INDEX KEY: 0001535385 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16284 FILM NUMBER: 221098431 BUSINESS ADDRESS: STREET 1: 50, LOTHIAN ROAD CITY: EDINBURGH STATE: X0 ZIP: EH3 9BY BUSINESS PHONE: 011441317180407 MAIL ADDRESS: STREET 1: 50, LOTHIAN ROAD CITY: EDINBURGH STATE: X0 ZIP: EH3 9BY 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001535385 XXXXXXXX 06-30-2022 06-30-2022 Artemis Investment Management LLP
50, LOTHIAN ROAD EDINBURGH X0 EH3 9BY
13F HOLDINGS REPORT 028-16284 N
Caroline Duff Senior Analyst 01317180519 Caroline Duff Edinburgh X0 07-22-2022 0 1182 9732966 false
INFORMATION TABLE 2 Artemis.xml ABBVIE INC COM 00287Y109 76956 500271 SH SOLE 500271 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 31731 113996 SH SOLE 113996 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 23923 65191 SH SOLE 65191 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 61714 683752 SH SOLE 683752 0 0 ADVANCED MICRO DEVICES INC COM 007903107 50016 535213 SH SOLE 535213 0 0 AGCO CORP COM 001084102 28512 288357 SH SOLE 288357 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5698 50000 SH SOLE 50000 0 0 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 4413 106187 SH SOLE 106187 0 0 ALPHABET INC CAP STK CL C 02079K107 247659 112932 SH SOLE 112932 0 0 ALPHABET INC CAP STK CL A 02079K305 77965 35727 SH SOLE 35727 0 0 ALTRIA GROUP INC COM 02209S103 9318 222377 SH SOLE 222377 0 0 AMAZON COM INC COM 023135106 116097 1090404 SH SOLE 1090404 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 28520 556468 SH SOLE 556468 0 0 ANALOG DEVICES INC COM 032654105 4783 32669 SH SOLE 32669 0 0 APPLE INC COM 037833100 195395 1425455 SH SOLE 1425455 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 105344 1354158 SH SOLE 1354158 0 0 ARHAUS INC COM CL A 04035M102 3378 748763 SH SOLE 748763 0 0 ARROW ELECTRS INC COM 042735100 2969 26423 SH SOLE 26423 0 0 ASSURANT INC COM 04621X108 40116 231574 SH SOLE 231574 0 0 AT&T INC COM 00206R102 54158 2576300 SH SOLE 2576300 0 0 AUTODESK INC COM 052769106 85597 389752 SH SOLE 389752 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 6747 32039 SH SOLE 32039 0 0 AVALONBAY CMNTYS INC COM 053484101 65570 336699 SH SOLE 336699 0 0 AVERY DENNISON CORP COM 053611109 37657 231994 SH SOLE 231994 0 0 AXON ENTERPRISE INC COM 05464C101 32165 344892 SH SOLE 344892 0 0 BAKER HUGHES COMPANY CL A 05722G100 78719 2719922 SH SOLE 2719922 0 0 BANK MONTREAL QUE COM 063671101 4661 48433 SH SOLE 48433 0 0 BARRICK GOLD CORP COM 067901108 17927 1011481 SH SOLE 1011481 0 0 BATH & BODY WORKS INC COM 070830104 6719 99906 SH SOLE 99906 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21049 76999 SH SOLE 76999 0 0 BIO RAD LABS INC CL A 090572207 97034 195787 SH SOLE 195787 0 0 BIO-TECHNE CORP COM 09073M104 69128 198993 SH SOLE 198993 0 0 BIOXCEL THERAPEUTICS INC COM 09075P105 18310 1384938 SH SOLE 1384938 0 0 BK OF AMERICA CORP COM 060505104 26827 860276 SH SOLE 860276 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 46950 1692544 SH SOLE 1692544 0 0 BLUELINX HLDGS INC COM NEW 09624H208 4963 74106 SH SOLE 74106 0 0 BOSTON PROPERTIES INC COM 101121101 24950 279628 SH SOLE 279628 0 0 BOX INC CL A 10316T104 6274 248931 SH SOLE 248931 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 151126 1957420 SH SOLE 1957420 0 0 BROADCOM INC COM 11135F101 117112 240430 SH SOLE 240430 0 0 BUNGE LIMITED COM G16962105 50867 559959 SH SOLE 559959 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3319 32672 SH SOLE 32672 0 0 CAMECO CORP COM 13321L108 18095 858256 SH SOLE 858256 0 0 CANADIAN IMP BK COMM COM 136069101 9114 187656 SH SOLE 187656 0 0 CANADIAN PAC RY LTD COM 13645T100 9455 135000 SH SOLE 135000 0 0 CAZOO GROUP LTD COM G2007L105 7736 10685537 SH SOLE 10685537 0 0 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 612 44603 SH SOLE 44603 0 0 CHEGG INC COM 163092109 548 29146 SH SOLE 29146 0 0 CHENIERE ENERGY INC COM NEW 16411R208 16542 124065 SH SOLE 124065 0 0 CHEVRON CORP NEW COM 166764100 5830 40172 SH SOLE 40172 0 0 CHURCHILL DOWNS INC COM 171484108 22646 118102 SH SOLE 118102 0 0 CIENA CORP COM NEW 171779309 29626 647179 SH SOLE 647179 0 0 CIGNA CORP NEW COM 125523100 214688 812783 SH SOLE 812783 0 0 CISCO SYS INC COM 17275R102 131338 3071537 SH SOLE 3071537 0 0 CLEAN HARBORS INC COM 184496107 91819 1044413 SH SOLE 1044413 0 0 COCA COLA CO COM 191216100 187201 2967951 SH SOLE 2967951 0 0 COGNEX CORP COM 192422103 15191 356500 SH SOLE 356500 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 377 8000 SH SOLE 8000 0 0 COLGATE PALMOLIVE CO COM 194162103 151812 1890309 SH SOLE 1890309 0 0 COMCAST CORP NEW CL A 20030N101 4524 115000 SH SOLE 115000 0 0 CONOCOPHILLIPS COM 20825C104 81896 909794 SH SOLE 909794 0 0 CONSTELLATION ENERGY CORP COM 21037T109 45167 842669 SH SOLE 842669 0 0 COSTCO WHSL CORP NEW COM 22160K105 108649 243232 SH SOLE 243232 0 0 COSTCO WHSL CORP NEW COM 22160K105 581 1300 SH Put SOLE 1300 0 0 COURSERA INC COM 22266M104 962 67757 SH SOLE 67757 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 7077 41941 SH SOLE 41941 0 0 CVS HEALTH CORP COM 126650100 34607 372542 SH SOLE 372542 0 0 DARLING INGREDIENTS INC COM 237266101 180764 3017664 SH SOLE 3017664 0 0 DELL TECHNOLOGIES INC CL C 24703L202 5937 128134 SH SOLE 128134 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 34303 1181180 SH SOLE 1181180 0 0 DEVON ENERGY CORP NEW COM 25179M103 29061 525582 SH SOLE 525582 0 0 DOCUSIGN INC COM 256163106 303 5272 SH SOLE 5272 0 0 DOW INC COM 260557103 4789 92564 SH SOLE 92564 0 0 EAST WEST BANCORP INC COM 27579R104 6517 100360 SH SOLE 100360 0 0 ELEVANCE HEALTH INC COM 036752103 171795 355082 SH SOLE 355082 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 75381 1952470 SH SOLE 1952470 0 0 EQUINIX INC COM 29444U700 31590 46250 SH SOLE 46250 0 0 EQUITABLE HLDGS INC COM 29452E101 34089 1304674 SH SOLE 1304674 0 0 EVERBRIDGE INC COM 29978A104 420 15029 SH SOLE 15029 0 0 EXXON MOBIL CORP COM 30231G102 38033 442504 SH SOLE 442504 0 0 FEDEX CORP COM 31428X106 60702 267172 SH SOLE 267172 0 0 FIRST COMWLTH FINL CORP PA COM 319829107 7010 520927 SH SOLE 520927 0 0 FIRST FNDTN INC COM 32026V104 2977 145107 SH SOLE 145107 0 0 FIRST INDL RLTY TR INC COM 32054K103 40627 854304 SH SOLE 854304 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 108710 751966 SH SOLE 751966 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 381 6000 SH Put SOLE 6000 0 0 FLUOR CORP NEW COM 343412102 9266 379723 SH SOLE 379723 0 0 FRANCO NEV CORP COM 351858105 29993 228211 SH SOLE 228211 0 0 FREEPORT-MCMORAN INC CL B 35671D857 16665 568209 SH SOLE 568209 0 0 FRESHWORKS INC CLASS A COM 358054104 9474 718803 SH SOLE 718803 0 0 FULTON FINL CORP PA COM 360271100 4991 344499 SH SOLE 344499 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 42485 142480 SH SOLE 142480 0 0 GOOSEHEAD INS INC COM CL A 38267D109 14355 314120 SH SOLE 314120 0 0 GUARDANT HEALTH INC COM 40131M109 4949 122497 SH SOLE 122497 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 15692 362222 SH SOLE 362222 0 0 HALLIBURTON CO COM 406216101 6873 218591 SH SOLE 218591 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 9816 149552 SH SOLE 149552 0 0 HERSHEY CO COM 427866108 5085 23578 SH SOLE 23578 0 0 HESS CORP COM 42809H107 78341 738027 SH SOLE 738027 0 0 HOME DEPOT INC COM 437076102 457 1700 SH Put SOLE 1700 0 0 HOSTESS BRANDS INC CL A 44109J106 43009 2024280 SH SOLE 2024280 0 0 HP INC COM 40434L105 3891 118413 SH SOLE 118413 0 0 HUB GROUP INC CL A 443320106 7456 104866 SH SOLE 104866 0 0 HUMANA INC COM 444859102 35304 75232 SH SOLE 75232 0 0 HUNTSMAN CORP COM 447011107 2893 101809 SH SOLE 101809 0 0 ICL GROUP LTD SHS M53213100 14580 1607829 SH SOLE 1607829 0 0 INFOSYS LTD SPONSORED ADR 456788108 1247 67343 SH SOLE 67343 0 0 INSULET CORP COM 45784P101 2933 13436 SH SOLE 13436 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 39945 281969 SH SOLE 281969 0 0 INTERNATIONAL MNY EXPRESS IN COM 46005L101 6688 325972 SH SOLE 325972 0 0 INTERPUBLIC GROUP COS INC COM 460690100 5302 192096 SH SOLE 192096 0 0 INTUIT COM 461202103 33470 86621 SH SOLE 86621 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 12506 62229 SH SOLE 62229 0 0 IQVIA HLDGS INC COM 46266C105 120138 552506 SH SOLE 552506 0 0 ITT INC COM 45073V108 15096 224076 SH SOLE 224076 0 0 JACOBS ENGR GROUP INC COM 469814107 52619 413084 SH SOLE 413084 0 0 KFORCE INC COM 493732101 2505 40733 SH SOLE 40733 0 0 KILROY RLTY CORP COM 49427F108 31997 609782 SH SOLE 609782 0 0 KINDER MORGAN INC DEL COM 49456B101 42413 2523996 SH SOLE 2523996 0 0 KLA CORP COM NEW 482480100 13658 42745 SH SOLE 42745 0 0 KORNIT DIGITAL LTD SHS M6372Q113 7365 231928 SH SOLE 231928 0 0 KRAFT HEINZ CO COM 500754106 59104 1546381 SH SOLE 1546381 0 0 KROGER CO COM 501044101 7052 148590 SH SOLE 148590 0 0 LAUDER ESTEE COS INC CL A 518439104 27710 108454 SH SOLE 108454 0 0 LINDE PLC SHS G5494J103 167129 579850 SH SOLE 579850 0 0 LOWES COS INC COM 548661107 39983 228439 SH SOLE 228439 0 0 LPL FINL HLDGS INC COM 50212V100 96840 523936 SH SOLE 523936 0 0 M D C HLDGS INC COM 552676108 6491 200470 SH SOLE 200470 0 0 MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 63590 2234566 SH SOLE 2234566 0 0 MARQETA INC CLASS A COM 57142B104 22781 2803153 SH SOLE 2803153 0 0 MARSH & MCLENNAN COS INC COM 571748102 31763 204080 SH SOLE 204080 0 0 MASTERCARD INCORPORATED CL A 57636Q104 52579 166341 SH SOLE 166341 0 0 MCDONALDS CORP COM 580135101 265 1072 SH SOLE 1072 0 0 MCKESSON CORP COM 58155Q103 109168 333834 SH SOLE 333834 0 0 MERCK & CO INC COM 58933Y105 53715 586557 SH SOLE 586557 0 0 META PLATFORMS INC CL A 30303M102 69110 427711 SH SOLE 427711 0 0 METLIFE INC COM 59156R108 44949 714119 SH SOLE 714119 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 4856 4217 SH SOLE 4217 0 0 MICRON TECHNOLOGY INC COM 595112103 2972 50638 SH SOLE 50638 0 0 MICROSOFT CORP COM 594918104 472586 1836026 SH SOLE 1836026 0 0 MKS INSTRS INC COM 55306N104 31508 306490 SH SOLE 306490 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 72255 1322610 SH SOLE 1322610 0 0 MONTROSE ENVIRONMENTAL GROUP COM 615111101 1617 47836 SH SOLE 47836 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 15889 75561 SH SOLE 75561 0 0 NEXTERA ENERGY INC COM 65339F101 141286 1820247 SH SOLE 1820247 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 72423 974204 SH SOLE 974204 0 0 NORFOLK SOUTHN CORP COM 655844108 104081 456516 SH SOLE 456516 0 0 NORTHROP GRUMMAN CORP COM 666807102 773 1610 SH SOLE 1610 0 0 NUTRIEN LTD COM 67077M108 60682 760916 SH SOLE 760916 0 0 NXP SEMICONDUCTORS N V COM N6596X109 7033 47341 SH SOLE 47341 0 0 OLAPLEX HLDGS INC COM 679369108 4832 342649 SH SOLE 342649 0 0 ORACLE CORP COM 68389X105 66473 949464 SH SOLE 949464 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 21472 33947 SH SOLE 33947 0 0 OVINTIV INC COM 69047Q102 51560 1165165 SH SOLE 1165165 0 0 OWENS & MINOR INC NEW COM 690732102 39864 1266233 SH SOLE 1266233 0 0 PACCAR INC COM 693718108 99662 1207997 SH SOLE 1207997 0 0 PACWEST BANCORP DEL COM 695263103 11796 441635 SH SOLE 441635 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 424 4000 SH Put SOLE 4000 0 0 PENUMBRA INC COM 70975L107 1342 10759 SH SOLE 10759 0 0 PERKINELMER INC COM 714046109 24074 168843 SH SOLE 168843 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 34418 2942626 SH SOLE 2942626 0 0 PFIZER INC COM 717081103 140642 2673486 SH SOLE 2673486 0 0 PG&E CORP COM 69331C108 149677 14962896 SH SOLE 14962896 0 0 PHILLIPS 66 COM 718546104 28552 347414 SH SOLE 347414 0 0 PINNACLE FINL PARTNERS INC COM 72346Q104 61969 855424 SH SOLE 855424 0 0 PINNACLE WEST CAP CORP COM 723484101 6881 93854 SH SOLE 93854 0 0 PLANET FITNESS INC CL A 72703H101 87705 1287151 SH SOLE 1287151 0 0 PNC FINL SVCS GROUP INC COM 693475105 30459 192475 SH SOLE 192475 0 0 POOL CORP COM 73278L105 176336 501095 SH SOLE 501095 0 0 POPULAR INC COM NEW 733174700 10173 131959 SH SOLE 131959 0 0 POWERSCHOOL HOLDINGS INC COM CL A 73939C106 565 46785 SH SOLE 46785 0 0 PPL CORP COM 69351T106 58525 2151818 SH SOLE 2151818 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10314 154032 SH SOLE 154032 0 0 PROCTER AND GAMBLE CO COM 742718109 32519 225259 SH SOLE 225259 0 0 PROLOGIS INC. COM 74340W103 31547 267505 SH SOLE 267505 0 0 QUALCOMM INC COM 747525103 11984 93581 SH SOLE 93581 0 0 QUALYS INC COM 74758T303 21147 167356 SH SOLE 167356 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 28906 299744 SH SOLE 299744 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 3982 23386 SH SOLE 23386 0 0 S&P GLOBAL INC COM 78409V104 5412 16000 SH SOLE 16000 0 0 SAIA INC COM 78709Y105 92165 489335 SH SOLE 489335 0 0 SALESFORCE INC COM 79466L302 18600 112396 SH SOLE 112396 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 124218 387368 SH SOLE 387368 0 0 SERVICENOW INC COM 81762P102 17611 36998 SH SOLE 36998 0 0 SHOPIFY INC CL A 82509L107 1454 46470 SH SOLE 46470 0 0 SIGNATURE BK NEW YORK N Y COM 82669G104 38270 213080 SH SOLE 213080 0 0 SK TELECOM LTD SPONSORED ADR 78440P306 2924 130769 SH SOLE 130769 0 0 SNAP INC CL A 83304A106 816 3856 SH SOLE 3856 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 2406 8777 SH SOLE 8777 0 0 SPLUNK INC COM 848637104 31290 318638 SH SOLE 318638 0 0 STAAR SURGICAL CO COM PAR $0.01 852312305 2228 31357 SH SOLE 31357 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 3695 147566 SH SOLE 147566 0 0 STEEL DYNAMICS INC COM 858119100 4702 70894 SH SOLE 70894 0 0 STELLANTIS N.V SHS N82405106 12591 1019275 SH SOLE 1019275 0 0 SUMO LOGIC INC COM 86646P103 36701 4896560 SH SOLE 4896560 0 0 SVB FINANCIAL GROUP COM 78486Q101 103589 261619 SH SOLE 261619 0 0 SYNEOS HEALTH INC CL A 87166B102 80122 1115795 SH SOLE 1115795 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 8927 381096 SH SOLE 381096 0 0 TELLURIAN INC NEW COM 87968A104 1437 479151 SH SOLE 479151 0 0 TENABLE HLDGS INC COM 88025T102 23253 511262 SH SOLE 511262 0 0 TERADATA CORP DEL COM 88076W103 17955 484359 SH SOLE 484359 0 0 TERADYNE INC COM 880770102 1157 12904 SH SOLE 12904 0 0 TESLA INC COM 88160R101 2524 2455 SH SOLE 2455 0 0 TETRA TECH INC NEW COM 88162G103 1950 14258 SH SOLE 14258 0 0 TFI INTL INC COM 87241L109 11551 143665 SH SOLE 143665 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 185208 339862 SH SOLE 339862 0 0 THREDUP INC CL A 88556E102 241 96107 SH SOLE 96107 0 0 T-MOBILE US INC COM 872590104 12751 94640 SH SOLE 94640 0 0 TOLL BROTHERS INC COM 889478103 7615 170315 SH SOLE 170315 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 10271 156471 SH SOLE 156471 0 0 TRANSDIGM GROUP INC COM 893641100 40818 75866 SH SOLE 75866 0 0 TRIMBLE INC COM 896239100 22052 377768 SH SOLE 377768 0 0 TYSON FOODS INC CL A 902494103 6104 70755 SH SOLE 70755 0 0 UBS GROUP AG SHS H42097107 15933 988665 SH SOLE 988665 0 0 UNIFIRST CORP MASS COM 904708104 467 2707 SH SOLE 2707 0 0 UNION PAC CORP COM 907818108 36533 170880 SH SOLE 170880 0 0 UNITED AIRLS HLDGS INC COM 910047109 9071 255384 SH SOLE 255384 0 0 UNITEDHEALTH GROUP INC COM 91324P102 17627 34135 SH SOLE 34135 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 1345 13275 SH SOLE 13275 0 0 UNUM GROUP COM 91529Y106 2914 85397 SH SOLE 85397 0 0 URANIUM RTY CORP COM 91702V101 51 22364 SH SOLE 22364 0 0 USERTESTING INC COM 91734E101 13071 2605073 SH SOLE 2605073 0 0 VALMONT INDS INC COM 920253101 74681 331955 SH SOLE 331955 0 0 VEEVA SYS INC CL A COM 922475108 816 4112 SH SOLE 4112 0 0 VERACYTE INC COM 92337F107 656 32933 SH SOLE 32933 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 133608 2626597 SH SOLE 2626597 0 0 VICTORIAS SECRET AND CO COMMON STOCK 926400102 39648 1414944 SH SOLE 1414944 0 0 VISA INC COM CL A 92826C839 100375 508514 SH SOLE 508514 0 0 VONAGE HLDGS CORP COM 92886T201 43816 2318033 SH SOLE 2318033 0 0 WASTE CONNECTIONS INC COM 94106B101 29243 235615 SH SOLE 235615 0 0 WELLS FARGO CO NEW COM 949746101 24893 633978 SH SOLE 633978 0 0 WERNER ENTERPRISES INC COM 950755108 4132 107000 SH SOLE 107000 0 0 WESTERN ALLIANCE BANCORP COM 957638109 35694 504648 SH SOLE 504648 0 0 WEX INC COM 96208T104 5250 33655 SH SOLE 33655 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 34413 1036318 SH SOLE 1036318 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 54993 1695016 SH SOLE 1695016 0 0 ZOETIS INC CL A 98978V103 117863 684174 SH SOLE 684174 0 0