Q4 2021 Holdings
Filed 2022-02-24 | 60 holdings | $48.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Emcor Group Inc(EME) | COM | 29084Q100 | $14.6K | 114,892 | 0.0% |
| Fabrinet(FN) | COM | G3323L100 | $15.2K | 128,251 | 0.0% |
| Spectrum Brands Holdings Inc(SPB) | COM | 84790A105 | $15.3K | 150,269 | 0.0% |
| LXP Industrial Trust(LXPUSD) | COM | 529043101 | $16.1K | 1,029,818 | 0.0% |
| Exlservice Holdings Inc(EXLS) | COM | 302081104 | $16.1K | 111,246 | 0.0% |
| UFP Industries Inc(UFPI) | COM | 90278Q108 | $16.4K | 178,202 | 0.0% |
| Adapthealth Corp(AHCO) | COM | 00653Q102 | $8.9M | 365,467 | 18.4% |
| Corporate Office Properties(CDP) | COM | 22002T108 | $11.5M | 412,744 | 23.8% |
| AAR Corp(AIR) | COM | 000361105 | $12.8M | 329,182 | 26.5% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $14.5M | 118,828 | 30.0% |