Artemis Investment Management 13FHR Quarterly holdings report by institutional manager | SEC 25 Jan 23

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ABBVIE INC	COM	00287Y109	74,274,170	457,280	SH		SOLE		457,280	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	32,570,013	121,484	SH		SOLE		121,484	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	29,524,305	359,102	SH		SOLE		359,102	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	9,570,801	147,453	SH		SOLE		147,453	0	0
AEHR TEST SYS	COM	00760J108	514,113	25,495	SH		SOLE		25,495	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	29,777,692	198,049	SH		SOLE		198,049	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	17,260,427	117,904	SH		SOLE		117,904	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	1,991,556	22,500	SH		SOLE		22,500	0	0
ALPHABET INC	CAP STK CL C	02079K107	157,432,069	1,765,756	SH		SOLE		1,765,756	0	0
ALPHABET INC	CAP STK CL A	02079K305	54,031,486	611,148	SH		SOLE		611,148	0	0
ALTRIA GROUP INC	COM	02209S103	8,839,091	192,394	SH		SOLE		192,394	0	0
AMAZON COM INC	COM	023135106	109,120,300	1,293,746	SH		SOLE		1,293,746	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	5,984,741	94,159	SH		SOLE		94,159	0	0
ANALOG DEVICES INC	COM	032654105	6,901,478	41,866	SH		SOLE		41,866	0	0
ANSYS INC	COM	03662Q105	20,971,950	86,404	SH		SOLE		86,404	0	0
APPLE INC	COM	037833100	167,383,987	1,282,255	SH		SOLE		1,282,255	0	0
ARAMARK	COM	03852U106	45,302,676	1,093,110	SH		SOLE		1,093,110	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	117,949,767	1,264,159	SH		SOLE		1,264,159	0	0
AT&T INC	COM	00206R102	6,953,537	376,037	SH		SOLE		376,037	0	0
AUTODESK INC	COM	052769106	70,114,496	373,609	SH		SOLE		373,609	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	6,698,239	27,910	SH		SOLE		27,910	0	0
AVERY DENNISON CORP	COM	053611109	37,057,131	203,769	SH		SOLE		203,769	0	0
AXON ENTERPRISE INC	COM	05464C101	58,402,863	350,740	SH		SOLE		350,740	0	0
AZEK CO INC	CL A	05478C105	11,372,014	558,418	SH		SOLE		558,418	0	0
BAKER HUGHES COMPANY	CL A	05722G100	38,360,331	1,292,935	SH		SOLE		1,292,935	0	0
BARRICK GOLD CORP	COM	067901108	16,166,192	937,372	SH		SOLE		937,372	0	0
BELDEN INC	COM	077454106	1,972,486	27,294	SH		SOLE		27,294	0	0
BIO-TECHNE CORP	COM	09073M104	39,738,911	478,061	SH		SOLE		478,061	0	0
BIOXCEL THERAPEUTICS INC	COM	09075P105	28,748,877	1,333,691	SH		SOLE		1,333,691	0	0
BLOOMIN BRANDS INC	COM	094235108	3,434,161	169,796	SH		SOLE		169,796	0	0
BOOZ ALLEN HAMILTON HLDG COR	CL A	099502106	13,452,801	128,449	SH		SOLE		128,449	0	0
BOX INC	CL A	10316T104	4,648,712	148,640	SH		SOLE		148,640	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	136,071,304	1,883,540	SH		SOLE		1,883,540	0	0
BROADCOM INC	COM	11135F101	107,432,912	191,290	SH		SOLE		191,290	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	27,487,216	422,351	SH		SOLE		422,351	0	0
BUNGE LIMITED	COM	G16962105	78,907,116	787,661	SH		SOLE		787,661	0	0
BURLINGTON STORES INC	COM	122017106	77,761,334	382,199	SH		SOLE		382,199	0	0
CAMECO CORP	COM	13321L108	17,267,742	757,858	SH		SOLE		757,858	0	0
CANADIAN NATL RY CO	COM	136375102	4,400,505	36,902	SH		SOLE		36,902	0	0
CANADIAN PAC RY LTD	COM	13645T100	8,246,312	110,000	SH		SOLE		110,000	0	0
CATALYST PHARMACEUTICALS INC	COM	14888U101	4,958,792	265,352	SH		SOLE		265,352	0	0
CAZOO GROUP LTD	COM	G2007L105	13,032	83,366	SH		SOLE		83,366	0	0
CHARGEPOINT HOLDINGS INC	COM CL A	15961R105	563,067	58,893	SH		SOLE		58,893	0	0
CHEGG INC	COM	163092109	828,556	32,682	SH		SOLE		32,682	0	0
CHEVRON CORP NEW	COM	166764100	9,430,321	52,269	SH		SOLE		52,269	0	0
CHUBB LIMITED	COM	H1467J104	8,436,502	38,041	SH		SOLE		38,041	0	0
CHURCHILL DOWNS INC	COM	171484108	46,899,999	221,171	SH		SOLE		221,171	0	0
CIENA CORP	COM NEW	171779309	22,975,118	449,338	SH		SOLE		449,338	0	0
CIGNA CORP NEW	COM	125523100	118,149,957	355,108	SH		SOLE		355,108	0	0
CISCO SYS INC	COM	17275R102	124,263,064	2,594,916	SH		SOLE		2,594,916	0	0
CLEAN HARBORS INC	COM	184496107	176,907,265	1,544,794	SH		SOLE		1,544,794	0	0
CNH INDL N V	SHS	N20944109	16,745,387	1,042,698	SH		SOLE		1,042,698	0	0
COCA COLA CO	COM	191216100	4,410,718	68,991	SH		SOLE		68,991	0	0
COINBASE GLOBAL INC	COM CL A	19260Q107	213,337	6,000	SH		SOLE		6,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	32,110,373	406,079	SH		SOLE		406,079	0	0
CONOCOPHILLIPS	COM	20825C104	91,456,694	771,419	SH		SOLE		771,419	0	0
CONSTELLATION ENERGY CORP	COM	21037T109	174,801,758	2,018,263	SH		SOLE		2,018,263	0	0
COPART INC	COM	217204106	24,731,004	404,439	SH		SOLE		404,439	0	0
CORE & MAIN INC	CL A	21874C102	3,811,150	196,287	SH		SOLE		196,287	0	0
COSTCO WHSL CORP NEW	COM	22160K105	39,019,360	85,068	SH		SOLE		85,068	0	0
COURSERA INC	COM	22266M104	494,725	41,685	SH		SOLE		41,685	0	0
CSX CORP	COM	126408103	2,442,308	78,457	SH		SOLE		78,457	0	0
CVS HEALTH CORP	COM	126650100	14,719,240	157,177	SH		SOLE		157,177	0	0
DARLING INGREDIENTS INC	COM	237266101	126,417,283	2,012,431	SH		SOLE		2,012,431	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	30,176,554	913,762	SH		SOLE		913,762	0	0
DEXCOM INC	COM	252131107	1,465,523	12,900	SH		SOLE		12,900	0	0
DOLLAR TREE INC	COM	256746108	61,044,529	430,072	SH		SOLE		430,072	0	0
ELEVANCE HEALTH INC	COM	036752103	108,757,006	211,094	SH		SOLE		211,094	0	0
ENERGY RECOVERY INC	COM	29270J100	858,720	41,774	SH		SOLE		41,774	0	0
ENVISTA HOLDINGS CORPORATION	COM	29415F104	63,294,988	1,873,743	SH		SOLE		1,873,743	0	0
EOG RES INC	COM	26875P101	36,228,650	278,388	SH		SOLE		278,388	0	0
EQUIFAX INC	COM	294429105	17,034,761	87,464	SH		SOLE		87,464	0	0
EQUITABLE HLDGS INC	COM	29452E101	36,008,490	1,250,834	SH		SOLE		1,250,834	0	0
EVERBRIDGE INC	COM	29978A104	390,804	13,169	SH		SOLE		13,169	0	0
EXXON MOBIL CORP	COM	30231G102	53,496,431	482,581	SH		SOLE		482,581	0	0
FERGUSON PLC NEW	SHS	G3421J106	80,961,750	635,157	SH		SOLE		635,157	0	0
FIRST COMWLTH FINL CORP PA	COM	319829107	8,077,734	575,149	SH		SOLE		575,149	0	0
FIRST INDL RLTY TR INC	COM	32054K103	39,679,459	819,467	SH		SOLE		819,467	0	0
FIRST REP BK SAN FRANCISCO C	COM	33616C100	25,982,388	212,286	SH		SOLE		212,286	0	0
FIRST SOLAR INC	COM	336433107	1,090,856	7,259	SH		SOLE		7,259	0	0
FISERV INC	COM	337738108	3,666,410	36,204	SH		SOLE		36,204	0	0
FLUOR CORP NEW	COM	343412102	45,796,180	1,314,878	SH		SOLE		1,314,878	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	25,373,251	664,632	SH		SOLE		664,632	0	0
FRESHWORKS INC	CLASS A COM	358054104	5,026,024	340,679	SH		SOLE		340,679	0	0
FULTON FINL CORP PA	COM	360271100	5,022,327	297,113	SH		SOLE		297,113	0	0
GARTNER INC	COM	366651107	104,942,676	310,866	SH		SOLE		310,866	0	0
GEN DIGITAL INC	COM	668771108	4,027,826	187,065	SH		SOLE		187,065	0	0
GENERAL DYNAMICS CORP	COM	369550108	8,181,442	32,811	SH		SOLE		32,811	0	0
GENERAL ELECTRIC CO	COM NEW	369604301	17,886,515	218,248	SH		SOLE		218,248	0	0
GILEAD SCIENCES INC	COM	375558103	9,486,610	109,961	SH		SOLE		109,961	0	0
HALLIBURTON CO	COM	406216101	24,482,649	619,303	SH		SOLE		619,303	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	12,274,352	161,054	SH		SOLE		161,054	0	0
HERSHEY CO	COM	427866108	6,344,129	27,261	SH		SOLE		27,261	0	0
HESS CORP	COM	42809H107	103,304,532	725,108	SH		SOLE		725,108	0	0
HOSTESS BRANDS INC	CL A	44109J106	66,500,116	2,952,673	SH		SOLE		2,952,673	0	0
HUB GROUP INC	CL A	443320106	2,441,342	30,570	SH		SOLE		30,570	0	0
HUMANA INC	COM	444859102	34,818,011	67,646	SH		SOLE		67,646	0	0
ICON PLC	SHS	G4705A100	7,886,370	40,527	SH		SOLE		40,527	0	0
INFOSYS LTD	SPONSORED ADR	456788108	1,322,341	73,443	SH		SOLE		73,443	0	0
INSULET CORP	COM	45784P101	1,637,083	5,543	SH		SOLE		5,543	0	0
INTEL CORP	COM	458140100	363,375	12,500	SH	Call	SOLE		12,500	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	145,183,517	1,409,377	SH		SOLE		1,409,377	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	38,713,468	273,474	SH		SOLE		273,474	0	0
INTUIT	COM	461202103	111,271,416	284,794	SH		SOLE		284,794	0	0
IQVIA HLDGS INC	COM	46266C105	18,140,457	88,259	SH		SOLE		88,259	0	0
JABIL INC	COM	466313103	7,774,431	113,625	SH		SOLE		113,625	0	0
JACOBS SOLUTIONS INC	COM	46982L108	124,865,463	998,205	SH		SOLE		998,205	0	0
JD.COM INC	SPON ADR CL A	47215P106	9,876,047	175,078	SH		SOLE		175,078	0	0
JPMORGAN CHASE & CO	COM	46625H100	9,125,070	67,702	SH		SOLE		67,702	0	0
JUNIPER NETWORKS INC	COM	48203R104	4,300,303	133,865	SH		SOLE		133,865	0	0
KEURIG DR PEPPER INC	COM	49271V100	2,414,577	67,385	SH		SOLE		67,385	0	0
KILROY RLTY CORP	COM	49427F108	22,701,005	585,204	SH		SOLE		585,204	0	0
KRAFT HEINZ CO	COM	500754106	192,986,294	4,720,636	SH		SOLE		4,720,636	0	0
KROGER CO	COM	501044101	7,980,400	178,106	SH		SOLE		178,106	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	13,972,084	66,911	SH		SOLE		66,911	0	0
LATTICE SEMICONDUCTOR CORP	COM	518415104	18,544,222	284,817	SH		SOLE		284,817	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	4,508,535	31,056	SH		SOLE		31,056	0	0
LINDE PLC	SHS	G5494J103	160,615,229	490,212	SH		SOLE		490,212	0	0
LOWES COS INC	COM	548661107	15,234,600	76,306	SH		SOLE		76,306	0	0
LPL FINL HLDGS INC	COM	50212V100	77,104,173	355,638	SH		SOLE		355,638	0	0
MARQETA INC	CLASS A COM	57142B104	11,324,333	1,848,842	SH		SOLE		1,848,842	0	0
MARSH & MCLENNAN COS INC	COM	571748102	26,666,861	160,318	SH		SOLE		160,318	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	73,346,494	210,185	SH		SOLE		210,185	0	0
MCKESSON CORP	COM	58155Q103	86,011,295	228,174	SH		SOLE		228,174	0	0
MEDPACE HLDGS INC	COM	58506Q109	4,446,147	20,838	SH		SOLE		20,838	0	0
MERCK & CO INC	COM	58933Y105	171,728,444	1,540,552	SH		SOLE		1,540,552	0	0
META PLATFORMS INC	CL A	30303M102	40,546,257	447,827	SH		SOLE		447,827	0	0
META PLATFORMS INC	CL A	30303M102	153,918	1,700	SH	Put	SOLE		1,700	0	0
META PLATFORMS INC	CL A	30303M102	135,810	1,500	SH	Call	SOLE		1,500	0	0
METLIFE INC	COM	59156R108	11,379,774	156,476	SH		SOLE		156,476	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	19,852,521	13,686	SH		SOLE		13,686	0	0
MICROCHIP TECHNOLOGY INC.	COM	595017104	8,816,797	124,893	SH		SOLE		124,893	0	0
MICRON TECHNOLOGY INC	COM	595112103	39,657,540	790,378	SH		SOLE		790,378	0	0
MICROSOFT CORP	COM	594918104	408,839,949	1,697,604	SH		SOLE		1,697,604	0	0
MINISO GROUP HLDG LTD	SPONSORED ADS	66981J102	1,415,738	131,390	SH		SOLE		131,390	0	0
MKS INSTRS INC	COM	55306N104	15,636,840	183,912	SH		SOLE		183,912	0	0
MONTROSE ENVIRONMENTAL GROUP	COM	615111101	1,363,801	30,624	SH		SOLE		30,624	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	23,487,016	90,706	SH		SOLE		90,706	0	0
NASDAQ INC	COM	631103108	66,408,719	1,077,405	SH		SOLE		1,077,405	0	0
NATERA INC	COM	632307104	26,752,914	663,763	SH		SOLE		663,763	0	0
NEXTERA ENERGY INC	COM	65339F101	95,901,990	1,142,705	SH		SOLE		1,142,705	0	0
NEXTERA ENERGY PARTNERS LP	COM UNIT PART IN	65341B106	71,241,728	1,013,142	SH		SOLE		1,013,142	0	0
NORFOLK SOUTHN CORP	COM	655844108	92,181,338	372,702	SH		SOLE		372,702	0	0
NORTHROP GRUMMAN CORP	COM	666807102	2,779,211	5,065	SH		SOLE		5,065	0	0
NOV INC	COM	62955J103	26,465,249	1,262,509	SH		SOLE		1,262,509	0	0
NUTRIEN LTD	COM	67077M108	30,060,895	409,654	SH		SOLE		409,654	0	0
ORACLE CORP	COM	68389X105	82,554,036	1,006,051	SH		SOLE		1,006,051	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	13,874,739	16,406	SH		SOLE		16,406	0	0
OVINTIV INC	COM	69047Q102	85,947,549	1,689,227	SH		SOLE		1,689,227	0	0
PARKER-HANNIFIN CORP	COM	701094104	19,195,387	65,674	SH		SOLE		65,674	0	0
PENUMBRA INC	COM	70975L107	1,230,640	5,514	SH		SOLE		5,514	0	0
PEPSICO INC	COM	713448108	7,370,914	40,600	SH		SOLE		40,600	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	37,797,828	645,868	SH		SOLE		645,868	0	0
PERION NETWORK LTD	SHS NEW	M78673114	4,153,498	163,421	SH		SOLE		163,421	0	0
PERKINELMER INC	COM	714046109	30,662,234	217,726	SH		SOLE		217,726	0	0
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	71654V408	29,511,891	2,759,025	SH		SOLE		2,759,025	0	0
PFIZER INC	COM	717081103	117,118,569	2,274,408	SH		SOLE		2,274,408	0	0
PG&E CORP	COM	69331C108	185,079,803	11,334,467	SH		SOLE		11,334,467	0	0
PHILIP MORRIS INTL INC	COM	718172109	8,365,716	82,219	SH		SOLE		82,219	0	0
PHILLIPS 66	COM	718546104	47,155,106	450,840	SH		SOLE		450,840	0	0
PINNACLE FINL PARTNERS INC	COM	72346Q104	72,170,572	980,407	SH		SOLE		980,407	0	0
PLANET FITNESS INC	CL A	72703H101	98,840,977	1,249,876	SH		SOLE		1,249,876	0	0
PNC FINL SVCS GROUP INC	COM	693475105	18,075,637	113,860	SH		SOLE		113,860	0	0
POOL CORP	COM	73278L105	94,174,170	310,327	SH		SOLE		310,327	0	0
POWERSCHOOL HOLDINGS INC	COM CL A	73939C106	1,677,354	72,441	SH		SOLE		72,441	0	0
PPL CORP	COM	69351T106	15,062,755	512,880	SH		SOLE		512,880	0	0
PROCTER AND GAMBLE CO	COM	742718109	25,140,467	165,048	SH		SOLE		165,048	0	0
PROLOGIS INC.	COM	74340W103	15,043,163	138,519	SH		SOLE		138,519	0	0
QORVO INC	COM	74736K101	8,976,004	98,702	SH		SOLE		98,702	0	0
QUALYS INC	COM	74758T303	12,368,292	109,890	SH		SOLE		109,890	0	0
RALPH LAUREN CORP	CL A	751212101	20,469,345	193,215	SH		SOLE		193,215	0	0
REINSURANCE GRP OF AMERICA I	COM NEW	759351604	10,500,552	73,519	SH		SOLE		73,519	0	0
RH	COM	74967X103	4,832,797	18,055	SH		SOLE		18,055	0	0
S&P GLOBAL INC	COM	78409V104	6,395,074	19,000	SH		SOLE		19,000	0	0
SAIA INC	COM	78709Y105	88,070,054	418,653	SH		SOLE		418,653	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	18,064,046	64,129	SH		SOLE		64,129	0	0
SCHLUMBERGER LTD	COM STK	806857108	32,518,126	605,179	SH		SOLE		605,179	0	0
SHOPIFY INC	CL A	82509L107	830,556	23,851	SH		SOLE		23,851	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	24,015,421	207,610	SH		SOLE		207,610	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	19,141,539	162,115	SH		SOLE		162,115	0	0
SK TELECOM LTD	SPONSORED ADR	78440P306	2,738,947	132,364	SH		SOLE		132,364	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	29,348,920	320,833	SH		SOLE		320,833	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	2,285,721	8,043	SH		SOLE		8,043	0	0
SPARTANNASH CO	COM	847215100	3,952,494	130,078	SH		SOLE		130,078	0	0
SPROUTS FMRS MKT INC	COM	85208M102	9,044,744	277,990	SH		SOLE		277,990	0	0
STAAR SURGICAL CO	COM PAR $0.01	852312305	729,208	14,974	SH		SOLE		14,974	0	0
STAR BULK CARRIERS CORP.	SHS PAR	Y8162K204	1,487,091	76,996	SH		SOLE		76,996	0	0
STELLANTIS N.V	SHS	N82405106	12,249,763	860,080	SH		SOLE		860,080	0	0
SUMO LOGIC INC	COM	86646P103	14,493,070	1,785,555	SH		SOLE		1,785,555	0	0
SYNOPSYS INC	COM	871607107	22,197,563	69,214	SH		SOLE		69,214	0	0
T-MOBILE US INC	COM	872590104	139,501,414	992,123	SH		SOLE		992,123	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	25,384,357	339,066	SH		SOLE		339,066	0	0
TENABLE HLDGS INC	COM	88025T102	24,202,130	632,810	SH		SOLE		632,810	0	0
TERADATA CORP DEL	COM	88076W103	9,808,261	290,532	SH		SOLE		290,532	0	0
TERADYNE INC	COM	880770102	1,142,557	13,038	SH		SOLE		13,038	0	0
TEREX CORP NEW	COM	880779103	5,086,751	118,468	SH		SOLE		118,468	0	0
TESLA INC	COM	88160R101	680,060	5,503	SH		SOLE		5,503	0	0
TETRA TECH INC NEW	COM	88162G103	1,901,444	13,054	SH		SOLE		13,054	0	0
TFI INTL INC	COM	87241L109	36,443,431	362,513	SH		SOLE		362,513	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	97,466,254	176,208	SH		SOLE		176,208	0	0
TORONTO DOMINION BK ONT	COM NEW	891160509	5,163,400	79,401	SH		SOLE		79,401	0	0
TRIMBLE INC	COM	896239100	13,860,899	272,922	SH		SOLE		272,922	0	0
UNION PAC CORP	COM	907818108	31,270,367	150,316	SH		SOLE		150,316	0	0
UNITED AIRLS HLDGS INC	COM	910047109	5,176,274	136,712	SH		SOLE		136,712	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	41,123,443	77,178	SH		SOLE		77,178	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	973,883	8,985	SH		SOLE		8,985	0	0
UNUM GROUP	COM	91529Y106	10,161,496	246,463	SH		SOLE		246,463	0	0
USERTESTING INC	COM	91734E101	18,481,176	2,454,430	SH		SOLE		2,454,430	0	0
VALMONT INDS INC	COM	920253101	94,910,509	286,254	SH		SOLE		286,254	0	0
VEEVA SYS INC	CL A COM	922475108	1,223,981	7,560	SH		SOLE		7,560	0	0
VERACYTE INC	COM	92337F107	378,341	15,892	SH		SOLE		15,892	0	0
VISA INC	COM CL A	92826C839	88,744,170	425,042	SH		SOLE		425,042	0	0
VULCAN MATLS CO	COM	929160109	62,022,747	352,910	SH		SOLE		352,910	0	0
WALMART INC	COM	931142103	4,714,531	33,083	SH		SOLE		33,083	0	0
WASHINGTON FED INC	COM	938824109	4,335,437	128,602	SH		SOLE		128,602	0	0
WELLS FARGO CO NEW	COM	949746101	168,020,663	4,051,018	SH		SOLE		4,051,018	0	0
WESTERN ALLIANCE BANCORP	COM	957638109	28,927,478	484,151	SH		SOLE		484,151	0	0
WEYERHAEUSER CO MTN BE	COM NEW	962166104	48,553,964	1,558,398	SH		SOLE		1,558,398	0	0
WILLIS TOWERS WATSON PLC LTD	SHS	G96629103	149,555,486	609,001	SH		SOLE		609,001	0	0
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	971378104	158,293,492	3,492,640	SH		SOLE		3,492,640	0	0
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	23,498,755	183,946	SH		SOLE		183,946	0	0
ZOETIS INC	CL A	98978V103	39,771,829	270,294	SH		SOLE		270,294	0	0

Artemis Investment Management 13F-HRQuarterly holdings report by institutional manager