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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Builders FirstSource Inc | $13.1M | 158894 | 32.22% |
| 2 | Brunswick Corp/DE | $9.7M | 133656 | 23.95% |
| 3 | Dick's Sporting Goods Inc | $7.0M | 35319 | 17.25% |
| 4 | LCI Industries | $5.1M | 41745 | 12.64% |
| 5 | Sleep Number Corp | $4.7M | 2616459 | 11.57% |
| 6 | Gitlab Inc | $967K | 44683 | 2.38% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.