Q4 2020 Holdings
Filed 2021-03-09 | 11 holdings | $104.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Interactivecorp New | COM | 44891N109 | $18.7K | 98,424 | 17.8% |
| Dycom Inds Inc(DY) | COM | 267475101 | $15.2K | 201,908 | 14.5% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $13.0K | 513,272 | 12.4% |
| UFP Technologies Inc(UFPT) | COM | 902673102 | $10.6K | 226,422 | 10.1% |
| Heidrick & Struggles Intl in(HSI) | COM | 422819102 | $10.3K | 351,237 | 9.8% |
| Invesco LTD(IVZ) | SHS | G491BT108 | $9.7K | 553,956 | 9.2% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $8.6K | 202,839 | 8.2% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $8.3K | 54,678 | 7.9% |
| Amerco(UHAL) | COM | 023586100 | $5.7K | 12,623 | 5.5% |
| Great ELM Group Inc(GEG) | COM NEW | 39037G109 | $3.6K | 1,260,350 | 3.5% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $1.2K | 15,934 | 1.1% |