Q2 2022 Holdings
Filed 2022-08-15 | 210 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $59.6K | 522,824 | 2.5% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $64.0K | 1,386,725 | 2.6% |
| Sailpoint Technologies Hldgs | COM | 78781P105 | $84.3K | 1,345,465 | 3.5% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $98.9K | 4,288,914 | 4.1% |
| Terminix Global Holdings Inc | COM | 88087E100 | $114.3K | 2,810,991 | 4.7% |
| Tegna Inc(TGNA) | COM | 87901J105 | $140.1K | 6,681,615 | 5.8% |
| Zendesk Inc | COM | 98936J101 | $142.9K | 1,929,922 | 5.9% |
| Biohaven Pharmactl Hldg Co L(BHVN) | COM | G11196105 | $150.1K | 1,029,868 | 6.2% |
| Citrix SYS Inc(CTXSEUR) | COM | 177376100 | $161.2K | 1,659,353 | 6.7% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $198.6K | 2,551,068 | 8.2% |