Q4 2021 Holdings
Filed 2022-02-14 | 11 holdings | $208.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Interactivecorp New(IAC) | COM NEW | 44891N208 | $31.1K | 237,721 | 14.9% |
| Dycom Inds Inc(DY) | COM | 267475101 | $27.5K | 293,584 | 13.2% |
| UFP Technologies Inc(UFPT) | COM | 902673102 | $23.3K | 331,595 | 11.2% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $21.9K | 863,345 | 10.5% |
| Heidrick & Struggles Intl in(HSI) | COM | 422819102 | $20.6K | 471,474 | 9.9% |
| Ttec Hldgs Inc(TTEC) | COM | 89854H102 | $17.7K | 195,172 | 8.5% |
| Petiq Inc(PETQEUR) | COM CL A | 71639T106 | $17.5K | 769,220 | 8.4% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $16.2K | 332,948 | 7.8% |
| Invesco LTD(IVZ) | SHS | G491BT108 | $13.2K | 572,850 | 6.3% |
| Amerco(UHAL) | COM | 023586100 | $10.4K | 14,367 | 5.0% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $8.7K | 65,676 | 4.2% |