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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | XPEL INC | $85.2M | 1924258 | 22.54% |
| 2 | NCR ATLEOS CORPORATION | $68.0M | 1560889 | 18.01% |
| 3 | DAKTRONICS INC | $65.9M | 3371399 | 17.45% |
| 4 | BRIGHTSPRING HEALTH SVCS INC | $60.7M | 1423400 | 16.05% |
| 5 | CARGURUS INC | $54.0M | 1587346 | 14.31% |
| 6 | TOAST INC | $19.6M | 740300 | 5.19% |
| 7 | BRINKS CO | $11.6M | 111700 | 3.06% |
| 8 | TRIMAS CORP | $8.0M | 223448 | 2.13% |
| 9 | IDT CORP | $4.8M | 97010 | 1.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.