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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Goosehead Insurance Inc | $37.9M | 889500 | 28.41% |
| 2 | YETI Holdings Inc | $21.8M | 595000 | 16.30% |
| 3 | Kinsale Capital Group Inc | $21.7M | 63550 | 16.25% |
| 4 | CSW Industrials Inc | $20.7M | 79282 | 15.46% |
| 5 | Esquire Financial Holdings Inc | $15.1M | 140346 | 11.29% |
| 6 | Appfolio Inc | $5.6M | 35250 | 4.16% |
| 7 | FirstService Corp | $5.6M | 40000 | 4.16% |
| 8 | Skyward Specialty Insurance Group Inc | $5.2M | 119794 | 3.92% |
| 9 | Bowhead Specialty Holdings Inc | $23K | 1034 | 0.02% |
| 10 | XPEL Inc | $22K | 486 | 0.02% |
| 11 | Ridgepost Capital Inc | $18K | 2528 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.