Q1 2022 Holdings
Filed 2022-05-16 | 13 holdings | $313.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Co(WSC) | COM CL A | 971378104 | $50.1K | 1,280,000 | 16.0% |
| Hillman Solutions Corp(HLMN) | COM | 431636109 | $38.1K | 3,210,000 | 12.2% |
| Janus International Group in(JBI) | COMMON STOCK | 47103N106 | $36.9K | 4,100,000 | 11.8% |
| Zurn Water Solutions Corp(ZWS) | COM | 98983L108 | $36.1K | 1,020,000 | 11.5% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $27.4K | 157,000 | 8.8% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $27.2K | 2,960,000 | 8.7% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $22.3K | 385,000 | 7.1% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $20.5K | 855,000 | 6.5% |
| WEX Inc(WEX) | COM | 96208T104 | $17.0K | 95,000 | 5.4% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $13.8K | 495,000 | 4.4% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $9.9K | 402,000 | 3.2% |
| Purple Innovation Inc(PRPL) | COM | 74640Y106 | $8.7K | 1,480,000 | 2.8% |
| Funko Inc(FNKO) | COM CL A | 361008105 | $5.2K | 299,745 | 1.7% |