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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | V F CORP | $79.5M | 4678989 | 26.20% |
| 2 | YETI HLDGS INC | $65.3M | 1784095 | 21.52% |
| 3 | BLACKLINE INC | $50.6M | 1367619 | 16.68% |
| 4 | GXO LOGISTICS INCORPORATED | $42.6M | 821769 | 14.04% |
| 5 | COGNEX CORP | $23.7M | 484000 | 7.81% |
| 6 | PORTILLOS INC | $18.2M | 3442990 | 6.00% |
| 7 | EVOLENT HEALTH INC | $12.7M | 5563912 | 4.18% |
| 8 | BRC INC | $10.8M | 13935560 | 3.57% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.