Q2 2023 Holdings
Filed 2023-08-14 | 9 holdings | $157.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Artivion Inc(AORT) | COM | 228903100 | $36.1M | 2,098,164 | 22.9% |
| Lincoln EDL Svcs Corp(LINC) | COM | 533535100 | $26.8M | 3,969,534 | 17.0% |
| Allied Motion Technologies I(ALNT) | COM | 019330109 | $24.4M | 611,490 | 15.5% |
| Bioventus Inc(BVS) | COM CL A | 09075A108 | $19.2M | 6,656,987 | 12.2% |
| VSE Corp(VSEC) | COM | 918284100 | $18.1M | 330,513 | 11.5% |
| Twin Disc Inc(TWIN) | COM | 901476101 | $11.7M | 1,035,073 | 7.4% |
| Astronova Inc(ALOT) | COM | 04638F108 | $7.8M | 535,203 | 4.9% |
| Transcat Inc(TRNS) | COM | 893529107 | $6.9M | 80,865 | 4.4% |
| Intest Corp(INTT) | COM | 461147100 | $6.6M | 251,461 | 4.2% |