Q1 2022 Holdings
Filed 2022-05-04 | 722 holdings | $417.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Artisan Partners Asset Mgmt CL A(APAM) | COMMON | 04316A108 | $17.1M | 434,540 | 4.1% |
| Aveanna Healthcare Holdings(AVAH) | COMMON | 05356F105 | $17.9M | 5,242,067 | 4.3% |
| Core & Main Inc(CNM) | COMMON | 21874C102 | $32.5M | 1,342,060 | 7.8% |
| Antero Resources Corp(AR) | COMMON | 03674X106 | $37.0M | 1,212,345 | 8.9% |
| Coty Inc(COTY) | COMMON | 222070203 | $37.8M | 4,206,673 | 9.1% |
| Crown Cork & Seal Co Inc(CCK) | COMMON | 228368106 | $57.1M | 456,682 | 13.7% |
| Avantor Inc(AVTR) | COMMON | 05352A100 | $76.6M | 2,264,471 | 18.3% |
| Caci International Inc CL A(CACI) | COMMON | 127190304 | $87.9M | 291,834 | 21.1% |