Q1 2023 Holdings
Filed 2023-05-12 | 7 holdings | $115.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transcat, Inc. CMN(TRNS) | COMMON STOCK | 893529107 | $40.2M | 450,000 | 35.0% |
| Enovis Corp COM New(ENOV) | COMMON STOCK | 194014502 | $18.7M | 350,000 | 16.3% |
| Techne Corp COM | COMMON STOCK | 878377100 | $18.5M | 250,000 | 16.1% |
| Heico Corp New(HEI/A) | COMMON STOCK | 422806208 | $10.9M | 80,000 | 9.5% |
| Nomad Holdings(NOMD) | COMMON STOCK | G6564A105 | $9.4M | 500,000 | 8.1% |
| Tyler Technologies Inc(TYL) | COMMON STOCK | 902252105 | $8.9M | 25,000 | 7.7% |
| Otis Worldwide Corporation CMN(OTIS) | COMMON STOCK | 68902V107 | $8.4M | 100,000 | 7.3% |