CY2019 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| ARCHER-DANIELS-MIDLAND CO | $90,000,000.00 | 2019-03-31 | View |
| HEICO CORPORATION | $31,000,000.00 | 2019-04-30 | View |
| LEGGETT & PLATT INC | $126,400,000.00 | 2019-03-31 | View |
| 3M COMPANY | $0.00 | 2019-03-31 | View |
| BROWN & BROWN, INC. | $62,200,000.00 | 2019-03-31 | View |
| SOUTH JERSEY INDUSTRIES, INC. | $677,600,000.00 | 2019-03-31 | View |
| VARIAN MEDICAL SYSTEMS INC | $0.00 | 2019-03-29 | View |
| LAM RESEARCH CORPORATION | $61,100,000.00 | 2019-03-31 | View |
| MISONIX, INC. | $4,500,000.00 | 2019-03-31 | View |
| U S PHYSICAL THERAPY INC /NV | $31,330,000.00 | 2019-04-11 | View |
| FORWARD AIR CORPORATION | $119,948,000.00 | 2019-03-31 | View |
| Ziff Davis, Inc. | $33,200,000.00 | 2019-03-31 | View |
| WILLIAM LYON HOMES | $4,500,000.00 | 2019-04-08 | View |
| Quotient Technology Inc. | $0.00 | 2019-03-31 | View |
| EnerSys | $58,699,000.00 | 2019-03-31 | View |
| Waste Connections, Inc. | $4,446,000.00 | 2019-03-31 | View |
| People's United Financial, Inc. | $140,100,000.00 | 2019-03-31 | View |
| GENPACT LIMITED | $188,200,000.00 | 2019-03-31 | View |
| XWELL, Inc. | $10,000.00 | 2019-03-31 | View |
| Nielsen Holdings plc | $51,000,000.00 | 2019-03-31 | View |
| Walker & Dunlop, Inc. | $0.00 | 2019-03-31 | View |
| AMERICAN RENAL ASSOCIATES HOLDINGS, INC. | $4,774,000.00 | 2019-03-31 | View |
| Peak Resorts Inc | $646,000.00 | 2019-04-30 | View |
| NV5 Global, Inc. | $1,185,000.00 | 2019-03-30 | View |
| Installed Building Products, Inc. | $2,000,000.00 | 2019-03-31 | View |
| EVOQUA WATER TECHNOLOGIES CORP. | $150,191,000.00 | 2019-03-31 | View |
| TopBuild Corp | $33,200,000.00 | 2019-03-31 | View |
| BARNES & NOBLE EDUCATION, INC. | $79,578,000.00 | 2019-04-27 | View |
| ELEVATE CREDIT, INC. | $400,000.00 | 2019-03-31 | View |
| CAMPING WORLD HOLDINGS, INC. | $12,000,000.00 | 2019-03-31 | View |
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