Q1 2023 Holdings
Filed 2023-05-15 | 2 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allegro Microsystems Inc(ALGM) | COM | 01749D105 | $847.0M | 17,649,247 | 83.1% |
| AdaptHealth Corp(AHCO) | COMMON STOCK | 00653Q102 | $171.8M | 13,818,180 | 16.9% |