CY2022 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS, INC. | $3,200,000.00 | 2022-03-31 | View |
| HEICO CORPORATION | $70,000,000.00 | 2022-04-30 | View |
| Owens & Minor, Inc. | $0.00 | 2022-03-29 | View |
| BROWN & BROWN, INC. | $4,000,000.00 | 2022-03-31 | View |
| LAM RESEARCH CORPORATION | $61,100,000.00 | 2022-03-27 | View |
| CARROLS RESTAURANT GROUP, INC. | $1,800,000.00 | 2022-04-03 | View |
| AAON, INC. | $50,300,000.00 | 2022-03-31 | View |
| Mednax, Inc. | $23,300,000.00 | 2022-03-31 | View |
| ROCKY BRANDS, INC. | $49,000,000.00 | 2022-03-31 | View |
| FORWARD AIR CORPORATION | $186,495,000.00 | 2022-03-31 | View |
| DAVITA INC. | $4,442,000.00 | 2022-03-31 | View |
| Quotient Technology Inc. | $0.00 | 2022-03-31 | View |
| CRYOPORT, INC. | $3,400,000.00 | 2022-04-30 | View |
| COMMVAULT SYSTEMS INC | $0.00 | 2022-03-31 | View |
| EnerSys | $101,499,000.00 | 2022-03-31 | View |
| Waste Connections, Inc. | $80,455,000.00 | 2022-03-31 | View |
| LIVE NATION ENTERTAINMENT, INC. | $0.00 | 2022-03-31 | View |
| GENPACT LIMITED | $319,698,000.00 | 2022-03-31 | View |
| TITAN MACHINERY INC. | $583,000.00 | 2022-04-30 | View |
| GOOD HEMP, INC. | $161,309.00 | 2022-03-31 | View |
| Novan, Inc. | $0.00 | 2022-03-31 | View |
| BGSF, INC | $26,400,000.00 | 2022-03-27 | View |
| UPLAND SOFTWARE, INC. | $2,000,000.00 | 2022-03-31 | View |
| MURPHY USA INC. | $0.00 | 2022-03-31 | View |
| Installed Building Products, Inc. | $2,800,000.00 | 2022-03-31 | View |
| EVOQUA WATER TECHNOLOGIES CORP. | $228,037,000.00 | 2022-03-31 | View |
| TopBuild Corp | $4,100,000.00 | 2022-03-31 | View |
| BARNES & NOBLE EDUCATION, INC. | $60,910,000.00 | 2022-04-30 | View |
| ELEVATE CREDIT, INC. | $229,000.00 | 2022-03-31 | View |
| CAMPING WORLD HOLDINGS, INC. | $23,300,000.00 | 2022-03-31 | View |
| DigitalBridge Group, Inc. | $130,300,000.00 | 2022-03-31 | View |
| Accel Entertainment, Inc. | $36,500,000.00 | 2022-03-31 | View |
| STERIS plc | $427,035,000.00 | 2022-03-31 | View |
| ChargePoint Holdings, Inc. | $0.00 | 2022-04-30 | View |
| AZEK Co Inc. | $36,100,000.00 | 2022-03-31 | View |
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