Q1 2021 Holdings
Filed 2021-05-13 | 11 holdings | $118.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dycom Inds Inc(DY) | COM | 267475101 | $19.2K | 206,307 | 16.2% |
| IAC Interactivecorp New | COM | 44891N109 | $18.3K | 84,719 | 15.5% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $15.8K | 574,505 | 13.3% |
| Invesco LTD(IVZ) | SHS | G491BT108 | $12.3K | 486,167 | 10.3% |
| UFP Technologies Inc(UFPT) | COM | 902673102 | $12.2K | 245,360 | 10.3% |
| Heidrick & Struggles Intl in(HSI) | COM | 422819102 | $12.0K | 337,325 | 10.2% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $9.3K | 218,168 | 7.8% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $7.5K | 54,818 | 6.4% |
| Amerco(UHAL) | COM | 023586100 | $7.5K | 12,290 | 6.4% |
| Great ELM Group Inc(GEG) | COM NEW | 39037G109 | $3.1K | 1,263,730 | 2.6% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $1.3K | 15,934 | 1.1% |