Q3 2022 Holdings
Filed 2022-11-10 | 156 holdings | $420.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coherent Corp(COHR) | COM | 19247G107 | $17.7M | 508,000 | 4.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $26.3M | 679,344 | 6.3% |
| Ballard PWR SYS Inc New(BLDP) | COM | 058586108 | $32.5M | 5,319,700 | 7.7% |
| Array Technologies Inc(ARRY) | COM SHS | 04271T100 | $50.2M | 3,025,053 | 11.9% |
| Autodesk Inc(ADSK) | COM | 052769106 | $72.5M | 388,300 | 17.2% |
| Avantor Inc(AVTR) | COM | 05352A100 | $124.3M | 6,341,300 | 29.5% |