Q1 2023 Holdings
Filed 2023-05-08 | 108 holdings | $716.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pagerduty Inc(PD) | COM | 69553P100 | $13.9M | 397,305 | 1.9% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $14.3M | 150,190 | 2.0% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $14.4M | 174,650 | 2.0% |
| Shift4 Pmts Inc(FOUR) | CL A | 82452J109 | $14.9M | 196,490 | 2.1% |
| Alphatec Hldgs Inc(ATEC) | COM NEW | 02081G201 | $15.1M | 965,910 | 2.1% |
| Wingstop Inc(WING) | COM | 974155103 | $15.2M | 82,820 | 2.1% |
| Huron Consulting Group Inc(HURN) | COM | 447462102 | $15.3M | 189,775 | 2.1% |
| Impinj Inc(PI) | COM | 453204109 | $15.4M | 113,310 | 2.1% |