Q1 2022 Holdings
Filed 2022-05-16 | 4 holdings | $891.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| International Flavors&fragra(IFF) | COM | 459506101 | $587.0K | 4,470,000 | 65.9% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $159.0K | 1,010,000 | 17.8% |
| Bath & Body Works Inc(BBWI) | COM | 070830104 | $82.5K | 1,725,000 | 9.3% |
| Colfax Corp | COM | 194014106 | $62.7K | 1,575,000 | 7.0% |