Q4 2020 Holdings
Filed 2021-02-12 | 658 holdings | $339.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cleveland-Cliffs Inc(CLF) | COM | 185899101 | $12.6M | 864,006 | 3.7% |
| Boot Barn Holdings, Inc.(BOOT) | COM | 099406100 | $12.8M | 295,716 | 3.8% |
| Bancorp Inc(TBBK) | COM | 05969A105 | $17.0M | 1,243,014 | 5.0% |
| Casella Waste Systems, Inc. Class A(CWST) | CLA | 147448104 | $17.4M | 281,478 | 5.1% |
| Cryolife, Inc.(AORT) | COM | 228903100 | $17.5M | 742,397 | 5.2% |
| Cavco Industries, Inc.(CVCO) | COM | 149568107 | $18.4M | 104,966 | 5.4% |
| AMN Healthcare Services, Inc.(AMN) | COM | 001744101 | $20.8M | 305,219 | 6.1% |
| America's Car-Mart, Inc.(CRMT) | COM | 03062T105 | $23.9M | 217,746 | 7.0% |