Q4 2021 Holdings
Filed 2022-02-14 | 55 holdings | $27.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altenergy Acquisition Corp(AEAE) | COM CL A | 02157M108 | $1.5M | 150,000 | 5.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.5M | 2,710 | 5.6% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $4.5M | 52,000 | 16.3% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $4.9M | 13,100 | 18.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $11.5M | 80,000 | 42.0% |