CY2022 Q3
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| AIR PRODUCTS AND CHEMICALS, INC. | $3,200,000.00 | 2022-09-30 | View |
| AVERY DENNISON CORPORATION | $0.00 | 2022-10-01 | View |
| HEICO CORPORATION | $99,000,000.00 | 2022-10-31 | View |
| KORN FERRY | $67,200,000.00 | 2022-10-31 | View |
| LEE ENTERPRISES, INC | $42,442,000.00 | 2022-09-25 | View |
| Owens & Minor, Inc. | $32,000,000.00 | 2022-09-30 | View |
| BROWN & BROWN, INC. | $70,700,000.00 | 2022-09-30 | View |
| GRAHAM HOLDINGS CO | $38,000,000.00 | 2022-09-30 | View |
| LAM RESEARCH CORPORATION | $62,000,000.00 | 2022-09-25 | View |
| CARROLS RESTAURANT GROUP, INC. | $1,800,000.00 | 2022-10-02 | View |
| AAON, INC. | $50,300,000.00 | 2022-09-30 | View |
| CHASE CORPORATION | $27,472,000.00 | 2022-08-31 | View |
| Pediatrix Medical Group, Inc. | $26,700,000.00 | 2022-09-30 | View |
| ROCKY BRANDS, INC. | $49,400,000.00 | 2022-09-30 | View |
| SUN COMMUNITIES, INC | $516,000,000.00 | 2022-09-30 | View |
| FORWARD AIR CORPORATION | $209,353,000.00 | 2022-09-30 | View |
| MarineMax, Inc. | $10,500,000.00 | 2022-09-30 | View |
| Nasdaq, Inc. | $20,000,000.00 | 2022-09-30 | View |
| WASTE CONNECTIONS, INC. | $272,186,000.00 | 2022-09-30 | View |
| LIVE NATION ENTERTAINMENT, INC. | $0.00 | 2022-09-30 | View |
| Leidos Holdings, Inc. | $0.00 | 2022-10-30 | View |
| GENPACT LIMITED | $305,244,000.00 | 2022-09-30 | View |
| ACCREDITED SOLUTIONS, INC. | $161,309.00 | 2022-09-30 | View |
| Novan, Inc. | $0.00 | 2022-09-30 | View |
| BGSF, INC. | $25,000,000.00 | 2022-09-25 | View |
| UPLAND SOFTWARE, INC. | $4,600,000.00 | 2022-09-30 | View |
| NV5 Global, Inc. | $8,930,000.00 | 2022-10-01 | View |
| MURPHY USA INC. | $0.00 | 2022-09-30 | View |
| Installed Building Products, Inc. | $34,300,000.00 | 2022-09-30 | View |
| EVOQUA WATER TECHNOLOGIES CORP. | $250,636,000.00 | 2022-09-30 | View |
| TopBuild Corp | $8,400,000.00 | 2022-09-30 | View |
| ELEVATE CREDIT, INC. | $229,000.00 | 2022-09-30 | View |
| Atkore Inc. | $31,100,000.00 | 2022-09-30 | View |
| DigitalBridge Group, Inc. | $125,000,000.00 | 2022-09-30 | View |
| Accel Entertainment, Inc. | $42,600,000.00 | 2022-09-30 | View |
| CONSTRUCTION PARTNERS, INC. | $92,500,000.00 | 2022-09-30 | View |
| OneWater Marine Inc. | $173,200,000.00 | 2022-09-30 | View |
| AZEK Co Inc. | $42,600,000.00 | 2022-09-30 | View |
| Global Business Travel Group, Inc. | $124,000,000.00 | 2022-09-30 | View |
| LifeStance Health Group, Inc. | $42,485,000.00 | 2022-09-30 | View |
| Core & Main, Inc. | $20,000,000.00 | 2022-10-30 | View |
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