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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | IAC INC | $12.2M | 305099 | 16.12% |
| 2 | DYCOM INDS INC | $11.8M | 34972 | 15.64% |
| 3 | ALIGN TECHNOLOGY INC | $10.5M | 61312 | 13.87% |
| 4 | UFP TECHNOLOGIES INC | $10.2M | 52788 | 13.49% |
| 5 | HEICO CORP | $8.4M | 39921 | 11.12% |
| 6 | FIGS INC | $7.6M | 515569 | 10.05% |
| 7 | N-ABLE INC | $5.8M | 1243671 | 7.66% |
| 8 | U HAUL HOLDING COMPANY | $5.3M | 119045 | 7.02% |
| 9 | GAMING & LEISURE P | $2.0M | 46034 | 2.70% |
| 10 | NOMAD FOODS LTD | $1.8M | 185121 | 2.35% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.