Q1 2022 Holdings
Filed 2022-05-13 | 8 holdings | $276.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cerner Corp(CERNCHF) | COM | 156782104 | $152.2K | 1,626,500 | 55.0% |
| Welbilt Inc | COM | 949090104 | $64.1K | 2,700,700 | 23.2% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $33.9K | 700,000 | 12.2% |
| Rocket Internet Grwt Oprt Co | SHS CL A | G7613T103 | $14.4K | 1,467,763 | 5.2% |
| CMC Materials Inc(CCMP) | COM | 12571T100 | $9.5K | 72,906 | 3.4% |
| Qiagen NV | CALL | N72482903 | $1.4K | 10,256 | 0.5% |
| Laureate Education Inc(LAUR) | COMMON STOCK | 518613203 | $1.1K | 91,883 | 0.4% |
| Rocket Internet Grwt Oprt Co | *W EXP 99/99/999 | G7613T129 | $167 | 437,500 | 0.1% |