Q3 2022 Holdings
Filed 2022-10-13 | 403 holdings | $614.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arrow Electrs Inc(ARW) | COM | 042735100 | $42.6M | 462,073 | 6.9% |
| Cadence Design Systems Inc(CDNS) | COM | 127387108 | $53.4M | 326,585 | 8.7% |
| Ally Financial Inc(ALLY) | COM | 02005N100 | $63.5M | 2,280,108 | 10.3% |