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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SONOS INC CMN | $242.1M | 18070762 | 19.85% |
| 2 | BUILDERS FIRSTSOURCE, INC. CMN | $172.3M | 2093218 | 14.13% |
| 3 | HERC HOLDINGS INC. CMN | $165.5M | 1662062 | 13.56% |
| 4 | UNIVERSAL TECHNICAL INSTITUTE INC CMN | $143.4M | 3971440 | 11.75% |
| 5 | WILLSCOT MOBILE MINI HOLDINGS CORP. CMN | $108.0M | 6219477 | 8.85% |
| 6 | MASTERBRAND INC CMN | $105.5M | 12694710 | 8.65% |
| 7 | MASTERCRAFT BOAT HOLDINGS INC CMN | $75.8M | 3697422 | 6.22% |
| 8 | NCR ATLEOS CORP CMN | $66.4M | 1524725 | 5.45% |
| 9 | ATKORE INC CMN | $55.8M | 947070 | 4.57% |
| 10 | PURPLE INNOVATION INC CMN | $31.0M | 46855291 | 2.54% |
| 11 | ACCENDRA HEALTH INC CMN | $29.9M | 13100807 | 2.45% |
| 12 | PRIMO BRANDS CORP CMN CLASS A | $15.3M | 812136 | 1.25% |
| 13 | INNOVAGE HOLDING CORP CMN | $8.9M | 1114809 | 0.73% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.