Q2 2021 Holdings
Filed 2021-08-16 | 2 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Drain SYS Inc del(WMS) | COM | 00790R104 | $724.8K | 6,217,623 | 52.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $661.2K | 1,021,471 | 47.7% |