Q1 2023 Holdings
Filed 2023-05-15 | 10 holdings | $66.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cutera Inc(CUTREUR) | COM | 232109108 | $28.6M | 1,210,224 | 42.8% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $11.6M | 358,051 | 17.4% |
| Radnet Inc(RDNT) | COM | 750491102 | $9.1M | 363,315 | 13.6% |
| Viemed Healthcare Inc(VMD) | COM | 92663R105 | $5.6M | 576,838 | 8.3% |
| Calix Inc(CALX) | COM | 13100M509 | $5.5M | 102,895 | 8.3% |
| Docgo Inc(DCGO) | COM | 256086109 | $2.5M | 289,132 | 3.7% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $2.3M | 44,632 | 3.5% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $702.5K | 26,350 | 1.1% |
| Ribbon Communications(RBBN) | COM | 762544104 | $547.6K | 160,119 | 0.8% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $353.0K | 4,456 | 0.5% |