Q3 2022 Holdings
Filed 2022-11-15 | 10 holdings | $123.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UFP Technologies Inc(UFPT) | COM | 902673102 | $17.5K | 203,672 | 14.2% |
| IAC Inc(IAC) | COM NEW | 44891N208 | $16.5K | 297,276 | 13.4% |
| Heidrick & Struggles Intl in(HSI) | COM | 422819102 | $14.2K | 547,008 | 11.5% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $12.9K | 292,570 | 10.5% |
| Ttec Hldgs Inc(TTEC) | COM | 89854H102 | $12.9K | 290,859 | 10.5% |
| Dycom Inds Inc(DY) | COM | 267475101 | $11.3K | 118,323 | 9.2% |
| Petiq Inc(PETQEUR) | COM CL A | 71639T106 | $11.3K | 1,633,862 | 9.1% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $11.0K | 774,863 | 8.9% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $10.0K | 209,864 | 8.1% |
| Amerco(UHAL) | COM | 023586100 | $5.7K | 11,154 | 4.6% |