Q2 2022 Holdings
Filed 2022-08-15 | 1360 holdings | $250.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $10.6M | 232,500 | 4.2% |
| Coty Inc(COTY) | COM CL A | 222070203 | $11.0M | 1,372,200 | 4.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $11.6M | 151,500 | 4.6% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $11.6M | 539,200 | 4.6% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $13.5M | 697,200 | 5.4% |
| Bowman Consulting Group LTD(BWMN) | COM | 103002101 | $16.2M | 1,314,463 | 6.5% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $17.8M | 134,700 | 7.1% |
| Calix Inc(CALX) | COM | 13100M509 | $18.7M | 547,979 | 7.5% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $19.0M | 213,200 | 7.6% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $33.4M | 67,500 | 13.3% |