Q2 2022 Holdings
Filed 2022-08-15 | 10 holdings | $179.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UFP Technologies Inc(UFPT) | COM | 902673102 | $25.4K | 319,571 | 14.2% |
| IAC Interactivecorp New(IAC) | COM NEW | 44891N208 | $24.1K | 317,161 | 13.4% |
| Heidrick & Struggles Intl in(HSI) | COM | 422819102 | $19.5K | 603,224 | 10.9% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $18.6K | 406,261 | 10.4% |
| Ttec Hldgs Inc(TTEC) | COM | 89854H102 | $18.6K | 274,092 | 10.4% |
| Petiq Inc(PETQEUR) | COM CL A | 71639T106 | $18.5K | 1,099,518 | 10.3% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $17.4K | 870,727 | 9.7% |
| Dycom Inds Inc(DY) | COM | 267475101 | $16.8K | 180,205 | 9.4% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $14.2K | 203,044 | 7.9% |
| Amerco(UHAL) | COM | 023586100 | $6.2K | 12,945 | 3.5% |