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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FSUN | FIRSTSUN CAP BANCORP | 8.49% | 1,931,052 | $74,886,197 | 1,931,052 | New | $38.78 | 13F |
| CNM | CORE & MAIN INC | 2.79% | 510,000 | $24,607,500 | 510,000 | New | $48.25 | 13F |
| TPG | TPG INC | 2.69% | 584,200 | $23,689,310 | 584,200 | New | $40.55 | 13F |
| UNF | UNIFIRST CORP MASS | 2.25% | 75,000 | $19,834,500 | 75,000 | New | $264.46 | 13F |
| ASH | ASHLAND INC | 1.34% | 179,000 | $11,794,310 | 179,000 | New | $65.89 | 13F |
| SWKS | SKYWORKS SOLUTIONS INC | 0.94% | 122,000 | $8,271,600 | 122,000 | New | $67.8 | 13F |
| AZUL | AZUL S A | 0.74% | 721,828 | $6,496,452 | 721,828 | New | $9 | 13F |
| UWMC | UWM HOLDINGS CORPORATION | 0.66% | 2,531,196 | $5,796,439 | 2,531,196 | New | $2.29 | 13F |