Q2 2022 Holdings
Filed 2022-08-15 | 58 holdings | $16.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dycom Inds Inc(DY) | COM | 267475101 | $212.3K | 2,282,037 | 1.3% |
| Wesco Intl Inc(WCC) | COM | 95082P105 | $240.3K | 2,243,736 | 1.5% |
| Quanta Scvs Inc(PWR) | COM | 74762E102 | $685.1K | 5,465,711 | 4.2% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $695.0K | 4,126 | 4.3% |
| Chesapeake Energy Corp(EXE) | COM | 165167735 | $2.0M | 25,000 | 12.4% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $3.8M | 300,000 | 23.3% |
| Bumble Inc(BMBL) | COM CL A | 12047B105 | $4.2M | 148,500 | 25.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.2M | 40,000 | 26.0% |