Q1 2023 Holdings
Filed 2023-05-15 | 16 holdings | $41.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Modine MFG Co(MOD) | COM | 607828100 | $3.5M | 150,000 | 8.3% |
| Calix Inc(CALX) | COM | 13100M509 | $3.4M | 64,000 | 8.2% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $3.2M | 15,000 | 7.6% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $3.0M | 28,000 | 7.1% |
| Aehr Test SYS(AEHR) | COM | 00760J108 | $2.9M | 92,000 | 6.8% |
| Atkore Inc(ATKR) | COM | 047649108 | $2.8M | 20,000 | 6.7% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $2.8M | 34,000 | 6.7% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $2.6M | 48,000 | 6.1% |
| Digi Intl Inc(DGII) | COM | 253798102 | $2.6M | 76,000 | 6.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $2.5M | 15,000 | 6.0% |
| Xponential Fitness Inc(XPOF) | COM CL A | 98422X101 | $2.4M | 80,000 | 5.8% |
| Arcbest Corp(ARCB) | COM | 03937C105 | $2.3M | 25,000 | 5.5% |
| Shift4 Pmts Inc(FOUR) | CL A | 82452J109 | $2.3M | 30,000 | 5.4% |
| Maxeon Solar Technologies LT | SHS | Y58473102 | $2.2M | 84,000 | 5.3% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $1.7M | 18,000 | 4.1% |
| Interdigital Inc(IDCC) | COM | 45867G101 | $1.7M | 23,000 | 4.0% |