Q4 2021 Holdings
Filed 2022-02-11 | 57 holdings | $37.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $19.0K | 479,600 | 0.1% |
| Maximus Inc(MMS) | COM | 577933104 | $24.5K | 306,900 | 0.1% |
| Azenta Inc(AZTA) | COM | 114340102 | $5.1M | 49,765 | 13.7% |
| Calix Inc(CALX) | COM | 13100M509 | $6.7M | 83,500 | 17.9% |
| Chart Inds Inc(GTLS) | COM | 16115Q308 | $8.0M | 50,105 | 21.4% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $8.3M | 165,900 | 22.1% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $8.8M | 93,600 | 23.5% |