Q4 2021 Holdings
Filed 2022-02-14 | 160 holdings | $70.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ameresco, Inc.(AMRC) | com | 02361E108 | $2.8M | 34,608 | 4.0% |
| Acadia Healthcare Co., Inc.(ACHC) | com | 00404A109 | $2.9M | 47,095 | 4.1% |
| Clearfield, Inc.(CLFD) | com | 18482P103 | $3.4M | 40,000 | 4.8% |
| Boot Barn Hldgs, Inc.(BOOT) | com | 099406100 | $3.8M | 30,500 | 5.4% |
| Builders Firstsource(BLDR) | com | 12008R107 | $4.3M | 49,880 | 6.1% |
| Angiodynamics, Inc.(ANGO) | com | 03475V101 | $5.6M | 204,210 | 8.0% |
| Crocs, Inc.(CROX) | com | 227046109 | $6.4M | 49,960 | 9.1% |
| Cadence Design System, Inc.(CDNS) | com | 127387108 | $6.9M | 36,900 | 9.8% |
| Alphatec Hldgs Inc.(ATEC) | com | 02081G201 | $7.7M | 674,170 | 11.0% |
| Axcelis Technologies(ACLS) | com | 054540208 | $11.6M | 155,000 | 16.5% |