Q1 2025 Holdings
Filed 2025-04-30 | 4 holdings | $148.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ansys Inc(AKX) | COM | 03662Q105 | $57.8M | 182,573 | 39.0% |
| Unity Software Inc(U) | COM | 91332U101 | $47.6M | 2,432,258 | 32.1% |
| Celestica Inc(CLS) | COM | 15101Q207 | $21.9M | 278,000 | 14.8% |
| Light & Wonder Inc(LNWO) | COM | 80874P109 | $21.0M | 242,000 | 14.1% |