Q4 2022 Holdings
Filed 2023-02-14 | 9 holdings | $136.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lincoln EDL Svcs Corp(LINC) | COM | 533535100 | $32.7M | 5,640,025 | 24.0% |
| Artivion Inc(AORT) | COM | 228903100 | $25.3M | 2,090,864 | 18.6% |
| Allied Motion Technologies I(ALNT) | COM | 019330109 | $21.3M | 611,290 | 15.6% |
| VSE Corp(VSEC) | COM | 918284100 | $12.7M | 271,270 | 9.3% |
| Bioventus Inc(BVS) | COM CL A | 09075A108 | $12.0M | 4,593,463 | 8.8% |
| Transcat Inc(TRNS) | COM | 893529107 | $10.9M | 153,154 | 8.0% |
| Twin Disc Inc(TWIN) | COM | 901476101 | $10.1M | 1,035,073 | 7.4% |
| Intest Corp(INTT) | COM | 461147100 | $5.8M | 567,352 | 4.3% |
| Astronova Inc(ALOT) | COM | 04638F108 | $5.5M | 431,375 | 4.1% |