Stocks Owned At One Point
53 POSITIONS ON RECORD
KD Kyndryl Holdings, Inc. SOLD (FULL)
CVS CVS Health Corp. SOLD (PARTIAL)
BIO Bio-Rad Laboratories, Inc. SOLD (FULL)
HUBG Hub Group, Inc. SOLD (FULL)
SPSC SPS Commerce, Inc. SOLD (FULL)
BMR Beamr Imaging Ltd. SOLD (FULL)
MNRO Monro Inc. SOLD (FULL)
OMCL Omnicell, Inc. SOLD (FULL)
DIOD Diodes Incorporated SOLD (FULL)
HLX Helix Energy Solutions Group, Inc. SOLD (FULL)
PBH Prestige Consumer Healthcare Inc. SOLD (FULL)
GMED Globus Medical, Inc. SOLD (FULL)
ATRO Astronics Corporation SOLD (FULL)
WAL Western Alliance Bancorporation SOLD (FULL)
MG Mistras Group, Inc. SOLD (FULL)
EGBN Eagle Bancorp, Inc. SOLD (FULL)
PRAA PRA Group, Inc. SOLD (FULL)
WST West Pharmaceutical Services, Inc. SOLD (FULL)
BCPC Balchem Corp SOLD (FULL)
CHEF The Chefs' Warehouse, Inc. SOLD (FULL)
TCBI Texas Capital Bancshares, Inc. SOLD (FULL)
JJSF J&J Snack Foods Corp. SOLD (FULL)
NICE NICE Ltd. SOLD (FULL)
AAT American Assets Trust, Inc. SOLD (FULL)
SIGI Selective Insurance Group, Inc. SOLD (FULL)
RBA RB Global, Inc. SOLD (FULL)
PRIM Primoris Services Corporation SOLD (FULL)PR PRA ProAssurance Corporation (NYSE) SOLD (FULL)
PRLB Proto Labs, Inc. SOLD (FULL)
FET Forum Energy Technologies, Inc. SOLD (FULL)
ICON Icon Energy Corp. SOLD (FULL)
ICUI ICU Medical, Inc. SOLD (FULL)
HEI HEICO Corporation SOLD (FULL)
IART Integra LifeSciences Holdings Corporation SOLD (FULL)
KWR Quaker Houghton SOLD (FULL)
EVR Evercore Inc. SOLD (FULL)
TXRH Texas Roadhouse, Inc. SOLD (FULL)
SXT Sensient Technologies Corporation SOLD (FULL)
PEB Pebblebrook Hotel Trust SOLD (FULL)
LSTR Landstar System, Inc. SOLD (FULL)
POWI Power Integrations, Inc. SOLD (FULL)
CVLT Commvault Systems, Inc. SOLD (FULL)
TTC The Toro Company SOLD (FULL)
CASY Casey's General Stores, Inc. SOLD (FULL)
SSB SouthState Bank Corp. SOLD (FULL)
AAON AAON, Inc. SOLD (FULL)
HCSG Healthcare Services Group, Inc. SOLD (FULL)
SHOO Steven Madden, Ltd. SOLD (FULL)
SMTC Semtech Corporation SOLD (FULL)
TECH Bio-Techne Corporation SOLD (FULL)
THRM Gentherm Incorporated SOLD (FULL)MA MASI Masimo Corporation (NASDAQ) SOLD (FULL)
CGNX Cognex Corporation SOLD (FULL)