Q1 2021 Holdings
Filed 2021-05-17 | 10 holdings | $214.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WW International Inc(WW6) | Common Stock | 98262P101 | $67.8K | 2,166,327 | 31.6% |
| Emcor Group Inc(EME) | Common Stock | 29084Q100 | $40.3K | 359,033 | 18.8% |
| Grand Canyon Education Inc(LOPE) | Common Stock | 38526M106 | $39.5K | 368,475 | 18.4% |
| First Financial Corp(THFF) | Common Stock | 320218100 | $22.8K | 506,482 | 10.6% |
| GoDaddy Inc(GDDY) | Common Stock | 380237107 | $13.5K | 174,147 | 6.3% |
| Waterstone Financial Inc(WSBF) | Common Stock | 94188P101 | $9.3K | 455,224 | 4.3% |
| Universal Insurance Holdings Inc(UVE) | Common Stock | 91359V107 | $9.0K | 625,065 | 4.2% |
| Ames National Corp(ATLO) | Common Stock | 031001100 | $5.4K | 209,454 | 2.5% |
| United Insurance Holdings Corp(ACIC) | Common Stock | 910710102 | $4.3K | 598,250 | 2.0% |
| Mitek Systems Inc(MITK) | Common Stock | 606710200 | $2.4K | 162,575 | 1.1% |