Q2 2022 Holdings
Filed 2022-08-02 | 60 holdings | $23.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Grifols SA Sp ADR B Nvt(GRFS) | ADR | 398438408 | $7.4K | 623,800 | 0.0% |
| Euronet Worldwide Inc(EEFT) | com | 298736109 | $8.0K | 79,600 | 0.0% |
| American Vanguard Corporation(AVD) | com | 030371108 | $9.2K | 410,400 | 0.0% |
| Ciena Corp(CIEN) | com | 171779309 | $1.2M | 25,700 | 5.1% |
| Accuray Incorporated(ARAY) | com | 004397105 | $1.5M | 787,000 | 6.6% |
| AngioDynamics, Inc.(ANGO) | com | 03475V101 | $2.2M | 111,400 | 9.3% |
| Dxc Technology Co(DXC) | com | 23355L106 | $4.1M | 134,400 | 17.5% |
| Arrow Electronics Inc(ARW) | com | 042735100 | $4.1M | 36,700 | 17.7% |
| Criteo SA Spons ADS(CRTO) | ADR | 226718104 | $4.7M | 192,700 | 20.2% |
| Adt Inc(ADT) | com | 00090Q103 | $5.3M | 860,300 | 22.8% |