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Xero Ltd
XRO.AX
Rohan Sundram
Gaming & Contractors
Woolworths Group Ltd
WOW.AX
Craig Woolford
Consumer Discretionary & Retail
Worley Ltd
WOR.AX
Rohan Sundram
Gaming & Contractors
Wesfarmers Ltd
WES.AX
Craig Woolford
Consumer Discretionary & Retail
Woodside Energy Group Limited
WDS.AX
Saul Kavonic
Energy
Westpac Banking Corporation
WBC.AX
Brian Johnson
Banks
Viva Energy Group Ltd
VEA.AX
Scott Hudson
Emerging Companies
Treasury Wine Estates Ltd
TWE.AX
Craig Woolford
Consumer Discretionary & Retail
Temple & Webster Group Ltd
TPW.AX
Scott Hudson
Emerging Companies
TPG Telecom Limited
TPG.AX
Fraser McLeish
Telco & Media / Online
Telstra Corporation Limited.
TLS.AX
Fraser McLeish
Telco & Media / Online
Tabcorp Holdings Ltd
TAH.AX
Rohan Sundram
Gaming & Contractors
Seven West Media Ltd
SWM.AX
Fraser McLeish
Telco & Media / Online
Super Retail Group Ltd
SUL.AX
Craig Woolford
Consumer Discretionary & Retail
Santos Limited
STO.AX
Saul Kavonic
Energy
Block Inc
SQ2.AX
Lafitani Sotiriou
Emerging Companies
Skycity Entertainment Group Ltd
SKC.AX
Rohan Sundram
Gaming & Contractors
Smartgroup Corporation Ltd
SIQ.AX
Scott Hudson
Emerging Companies
Sigma Healthcare Limited
SIG.AX
Dan Hurren
Healthcare
Sigma Healthcare Limited
SIG.AX
Andrew Goodsall
Healthcare
Sigma Healthcare Limited
SIG.AX
Craig Woolford
Consumer Discretionary & Retail
Sonic Healthcare Ltd
SHL.AX
Andrew Goodsall
Healthcare
Star Entertainment Group Ltd
SGR.AX
Rohan Sundram
Gaming & Contractors
SG Fleet Group Limited
SGF.AX
Scott Hudson
Emerging Companies
Seek Ltd
SEK.AX
Fraser McLeish
Telco & Media / Online
Steadfast Group Ltd
SDF.AX
Scott Hudson
Emerging Companies
Reliance Worldwide Corporation Ltd
RWC.AX
Keith Chau
Basic Industrials
Regis Resources Ltd
RRL.AX
Matthew Frydman
Emerging Companies
Regal Partners Limited
RPL.AX
Lafitani Sotiriou
Emerging Companies
Resmed Inc
RMD.AX
Andrew Goodsall
Healthcare
Ramsay Health Care Ltd
RHC.AX
Andrew Goodsall
Healthcare
Reece Limited
REH.AX
Keith Chau
Basic Industrials
Regis Healthcare Ltd
REG.AX
Dan Hurren
Healthcare
REA Group Ltd
REA.AX
Fraser McLeish
Telco & Media / Online
Qoria Limited
QOR.AX
Lafitani Sotiriou
Emerging Companies
Platinum Asset Management Ltd
PTM.AX
Lafitani Sotiriou
Emerging Companies
PSC Insurance Group Ltd
PSI.AX
Scott Hudson
Emerging Companies
Perpetual Ltd
PPT.AX
Lafitani Sotiriou
Emerging Companies
Praemium Ltd
PPS.AX
Lafitani Sotiriou
Emerging Companies
Premier Investments Ltd
PMV.AX
Craig Woolford
Consumer Discretionary & Retail
Pilbara Minerals Ltd
PLS.AX
Matthew Frydman
Emerging Companies
Pendal Group Limited
PDL.AX
Lafitani Sotiriou
Emerging Companies
PointsBet Holdings Ltd
PBH.AX
Rohan Sundram
Gaming & Contractors
Orora Ltd
ORA.AX
Keith Chau
Basic Industrials
Ooh!Media Ltd
OML.AX
Fraser McLeish
Telco & Media / Online
OFX Group Ltd
OFX.AX
Lafitani Sotiriou
Emerging Companies
NextDC Ltd
NXT.AX
Fraser McLeish
Telco & Media / Online
News Corp
NWS.AX
Fraser McLeish
Telco & Media / Online
Netwealth Group Ltd
NWL.AX
Scott Hudson
Emerging Companies
Northern Star Resources Ltd
NST.AX
Matthew Frydman
Emerging Companies
Navigator Global Investments
NGI.AX
Lafitani Sotiriou
Emerging Companies
Neuren Pharmaceuticals Limited
NEU.AX
Dan Hurren
Healthcare
Nine Entertainment Co Holdings Ltd
NEC.AX
Fraser McLeish
Telco & Media / Online
Nick Scali Ltd
NCK.AX
Craig Woolford
Consumer Discretionary & Retail
National Australia Bank Limited
NAB.AX
Brian Johnson
Banks
Metcash Ltd
MTS.AX
Craig Woolford
Consumer Discretionary & Retail
Macquarie Group
MQG.AX
Brian Johnson
Banks
Medibank Private Ltd
MPL.AX
Andrew Goodsall
Healthcare
Monadelphous Group Ltd
MND.AX
Rohan Sundram
Gaming & Contractors
Mcmillan Shakespeare Ltd
MMS.AX
Scott Hudson
Emerging Companies
Mineral Resources Ltd
MIN.AX
Matthew Frydman
Emerging Companies
Lovisa Holdings Ltd
LOV.AX
Craig Woolford
Consumer Discretionary & Retail
Light & Wonder Inc
LNW.AX
Rohan Sundram
Gaming & Contractors
Lifestyle Communities Ltd
LIC.AX
Scott Hudson
Emerging Companies
Jumbo Interactive Ltd
JIN.AX
Rohan Sundram
Gaming & Contractors
James Hardie Industries PLC
JHX.AX
Keith Chau
Basic Industrials
JB Hi-Fi Ltd
JBH.AX
Craig Woolford
Consumer Discretionary & Retail
Iress Ltd
IRE.AX
Scott Hudson
Emerging Companies
Inghams Group Ltd
ING.AX
Craig Woolford
Consumer Discretionary & Retail
Ingenia Communities Group
INA.AX
Scott Hudson
Emerging Companies
IGO Ltd
IGO.AX
Matthew Frydman
Emerging Companies
Insignia Financial Ltd
IFL.AX
Lafitani Sotiriou
Emerging Companies
Integral Diagnostics Ltd
IDX.AX
Dan Hurren
Healthcare
Harvey Norman Holdings Ltd
HVN.AX
Craig Woolford
Consumer Discretionary & Retail
Hub24 Ltd
HUB.AX
Scott Hudson
Emerging Companies
Hansen Technologies Ltd
HSN.AX
Lafitani Sotiriou
Emerging Companies
Healius Ltd
HLS.AX
Andrew Goodsall
Healthcare
GWA Group Ltd
GWA.AX
Keith Chau
Basic Industrials
Gold Road Resources Ltd
GOR.AX
Matthew Frydman
Emerging Companies
Generation Development Group Ltd
GDG.AX
Lafitani Sotiriou
Emerging Companies
FleetPartners Group Ltd
FPR.AX
Scott Hudson
Emerging Companies
Fisher & Paykel Healthcare Corporation Ltd
FPH.AX
Andrew Goodsall
Healthcare
Fletcher Building Ltd
FBU.AX
Keith Chau
Basic Industrials
Evolution Mining Ltd
EVN.AX
Matthew Frydman
Emerging Companies
Estia Health Ltd
EHE.AX
Dan Hurren
Healthcare
Endeavour Group Ltd
EDV.AX
Craig Woolford
Consumer Discretionary & Retail
EBOS Group Ltd
EBO.AX
Andrew Goodsall
Healthcare
Downer EDI Ltd
DOW.AX
Rohan Sundram
Gaming & Contractors
Domino’s Pizza Enterprises Ltd
DMP.AX
Craig Woolford
Consumer Discretionary & Retail
Domain Holdings Australia Ltd
DHG.AX
Fraser McLeish
Telco & Media / Online
CSR Ltd
CSR.AX
Keith Chau
Basic Industrials
CSL Ltd
CSL.AX
Andrew Goodsall
Healthcare
Coles Group Ltd
COL.AX
Craig Woolford
Consumer Discretionary & Retail
Cochlear Ltd
COH.AX
Andrew Goodsall
Healthcare
Capricorn Metals Ltd
CMM.AX
Matthew Frydman
Emerging Companies
Challenger Ltd
CGF.AX
Lafitani Sotiriou
Emerging Companies
City Chic Collective Ltd
CCX.AX
Craig Woolford
Consumer Discretionary & Retail
Commonwealth Bank of Australia
CBA.AX
Brian Johnson
Banks
Car Group Ltd
CAR.AX
Fraser McLeish
Telco & Media / Online
Capitol Health Ltd
CAJ.AX
Dan Hurren
Healthcare
Bravura Solutions Ltd
BVS.AX
Scott Hudson
Emerging Companies
BlueScope Steel Limited
BSL.AX
Keith Chau
Basic Industrials
Breville Group Limited
BRG.AX
Craig Woolford
Consumer Discretionary & Retail
Beach Energy Limited
BPT.AX
Saul Kavonic
Energy
Bank of Queensland Limited
BOQ.AX
Brian Johnson
Banks
Boral Ltd
BLD.AX
Keith Chau
Basic Industrials
Bendigo & Adelaide Bank Limited
BEN.AX
Brian Johnson
Banks
Bapcor Ltd
BAP.AX
Craig Woolford
Consumer Discretionary & Retail
Accent Group Ltd
AX1.AX
Craig Woolford
Consumer Discretionary & Retail
Anteris Technology Ltd
AVR.AX
Dan Hurren
Healthcare
AUB Group Ltd
AUB.AX
Scott Hudson
Emerging Companies
Arm Holdings plc
ARM.NSQ
David Gibson, CFA
Technology & Software Services Japan
Australia and New Zealand Banking Group
ANZ.AX
Brian Johnson
Banks
Ansell Ltd
ANN.AX
Andrew Goodsall
Healthcare
AMP Ltd
AMP.AX
Lafitani Sotiriou
Emerging Companies
Amcor PLC
AMC.AX
Keith Chau
Basic Industrials
ALS Ltd
ALQ.AX
Rohan Sundram
Gaming & Contractors
Aristocrat Leisure Ltd
ALL.AX
Rohan Sundram
Gaming & Contractors
Australian Clinical Labs
ACL.AX
Dan Hurren
Healthcare
Adbri Ltd
ABC.AX
Keith Chau
Basic Industrials
Softbank Group Corp
9984.T
David Gibson, CFA
Technology & Software Services Japan
Capcom Co Ltd
9697.T
David Gibson, CFA
Technology & Software Services Japan
Square Enix Holding Co Ltd
9684.T
David Gibson, CFA
Technology & Software Services Japan
SoftBank Corp
9434.T
David Gibson, CFA
Technology & Software Services Japan
Nintendo Co Ltd
7974.T
David Gibson, CFA
Technology & Software Services Japan
WealthNavi Inc.
7342.T
David Gibson, CFA
Technology & Software Services Japan
Sony Group Corp
6758.T
David Gibson, CFA
Technology & Software Services Japan
Recruit Holdings Co., Ltd.
6098.T
David Gibson, CFA
Technology & Software Services Japan
Rakuten Group Inc
4755.T
David Gibson, CFA
Technology & Software Services Japan
CyberAgent Inc
4751.T
David Gibson, CFA
Technology & Software Services Japan
LY Corporation
4689.T
David Gibson, CFA
Technology & Software Services Japan
Freee K K
4478.T
David Gibson, CFA
Technology & Software Services Japan
Base Co Ltd
4477.T
David Gibson, CFA
Technology & Software Services Japan
Sansan Inc
4443.T
David Gibson, CFA
Technology & Software Services Japan
Kaonavi Inc
4435.T
David Gibson, CFA
Technology & Software Services Japan
Mercari Inc
4385.T
David Gibson, CFA
Technology & Software Services Japan
Raksul Inc
4384.T
David Gibson, CFA
Technology & Software Services Japan
Safie Inc
4375.T
David Gibson, CFA
Technology & Software Services Japan
Visional Inc
4194.T
David Gibson, CFA
Technology & Software Services Japan
Plus Alpha Consulting Co., Ltd.
4071.T
David Gibson, CFA
Technology & Software Services Japan
Money Forward Inc
3994.T
David Gibson, CFA
Technology & Software Services Japan
iStyle Inc
3660.T
David Gibson, CFA
Technology & Software Services Japan
NEXON Co., Ltd.
3659.T
David Gibson, CFA
Technology & Software Services Japan
Life360 Inc
360.AX
Lafitani Sotiriou
Emerging Companies
ZOZO Inc
3092.T
David Gibson, CFA
Technology & Software Services Japan
Raccoon Holdings Inc
3031.T
David Gibson, CFA
Technology & Software Services Japan
SMS Co Ltd
2175.T
David Gibson, CFA
Technology & Software Services Japan
Timee Inc
215A.T
David Gibson, CFA
Technology & Software Services Japan
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