Q2 2022 Holdings
Filed 2022-08-09 | 308 holdings | $201.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $9.2K | 109,729 | 4.6% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $10.6K | 162,010 | 5.2% |
| Vonage Hldgs Corp | COM | 92886T201 | $13.2K | 702,139 | 6.6% |
| Mandiant Inc | COM | 562662106 | $14.4K | 660,194 | 7.1% |
| Tegna Inc(TGNA) | COM | 87901J105 | $15.5K | 740,323 | 7.7% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $17.5K | 754,589 | 8.7% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $19.9K | 255,482 | 9.9% |
| First Horizon Corporation(FHN) | COM | 320517105 | $36.5K | 1,670,256 | 18.1% |