Q2 2022 Holdings
Filed 2022-08-15 | 2 holdings | $717.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allegro Microsystems Inc(ALGM) | COM | 01749D105 | $468.2M | 22,629,247 | 65.3% |
| AdaptHealth Corp(AHCO) | COMMON STOCK | 00653Q102 | $249.3M | 13,818,180 | 34.7% |