Q1 2024 Holdings
Filed 2024-05-13 | 5 holdings | $74.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transcat, Inc. CMN(TRNS) | COMMON STOCK | 893529107 | $33.4M | 300,000 | 44.9% |
| Heico Corp New(HEI/A) | COMMON STOCK | 422806208 | $18.5M | 120,000 | 24.8% |
| Tyler Technologies Inc(TYL) | COMMON STOCK | 902252105 | $8.5M | 20,000 | 11.4% |
| EVI Industries Inc(EVI) | COMMON STOCK | 26929N102 | $8.4M | 338,000 | 11.3% |
| Bio-Techne Corp COM(TECH) | COMMON STOCK | 09073M104 | $5.6M | 80,000 | 7.6% |