Q1 2022 Holdings
Filed 2022-05-12 | 11 holdings | $222.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Interactivecorp New(IAC) | COM NEW | 44891N208 | $29.2K | 290,111 | 13.2% |
| UFP Technologies Inc(UFPT) | COM | 902673102 | $24.6K | 371,044 | 11.1% |
| Petiq Inc(PETQEUR) | COM CL A | 71639T106 | $23.1K | 945,511 | 10.4% |
| Heidrick & Struggles Intl in(HSI) | COM | 422819102 | $22.8K | 575,558 | 10.3% |
| Ttec Hldgs Inc(TTEC) | COM | 89854H102 | $21.5K | 260,892 | 9.7% |
| Dycom Inds Inc(DY) | COM | 267475101 | $20.9K | 219,071 | 9.4% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $20.8K | 921,861 | 9.4% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $20.2K | 185,544 | 9.1% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $19.1K | 406,261 | 8.6% |
| Invesco LTD(IVZ) | SHS | G491BT108 | $12.3K | 532,508 | 5.5% |
| Amerco(UHAL) | COM | 023586100 | $7.7K | 12,945 | 3.5% |