Q1 2023 Holdings
Filed 2023-05-15 | 11 holdings | $138.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Inc(IAC) | COM NEW | 44891N208 | $19.1K | 370,183 | 13.8% |
| Petiq Inc(PETQEUR) | COM CL A | 71639T106 | $18.1K | 1,584,479 | 13.1% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $14.8K | 792,287 | 10.7% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $14.8K | 284,398 | 10.7% |
| Heidrick & Struggles Intl in(HSI) | COM | 422819102 | $13.4K | 440,852 | 9.6% |
| UFP Technologies Inc(UFPT) | COM | 902673102 | $12.9K | 99,148 | 9.3% |
| Ttec Hldgs Inc(TTEC) | COM | 89854H102 | $12.1K | 324,129 | 8.7% |
| Dycom Inds Inc(DY) | COM | 267475101 | $12.0K | 128,233 | 8.6% |
| Figs Inc(FIGS) | CL A | 30260D103 | $9.5K | 1,538,800 | 6.9% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $7.7K | 200,041 | 5.5% |
| U Haul Holding Company(UHAL/B) | COM SER N | 023586506 | $4.4K | 84,754 | 3.2% |