Q4 2022 Holdings
Filed 2023-02-10 | 6 holdings | $129.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alight Inc(ALIT) | COM CL A | 01626W101 | $33.3M | 3,980,942 | 25.7% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $22.7M | 221,798 | 17.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $20.2M | 228,967 | 15.6% |
| Ryanair Hldgs PLC(RYAAY) | SPONSORED ADS | 783513203 | $19.8M | 264,218 | 15.2% |
| Salesforce Inc(CRM) | COM | 79466L302 | $18.0M | 135,721 | 13.9% |
| Ebay(EBAY) | COM | 278642103 | $15.7M | 378,000 | 12.1% |