Q2 2022 Holdings
Filed 2022-08-15 | 55 holdings | $284.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $171.2K | 1,051,139 | 0.1% |
| Cbiz Inc(CBZ) | COM | 124805102 | $56.0M | 1,401,992 | 19.7% |
| DT Midstream Inc(DTM) | COMMON STOCK | 23345M107 | $63.8M | 1,301,120 | 22.4% |
| Enovis Corporation(ENOV) | COM | 194014502 | $67.9M | 1,234,177 | 23.9% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $93.5M | 3,610,260 | 32.9% |