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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TYL | TYLER TECHNOLOGIES INC | 2.52% | 51,375 | $17,589,773 | 51,375 | New | $342.38 | 13F |
| CVCO | CAVCO INDUSTRIES INC | 2.29% | 33,000 | $15,981,570 | 33,000 | New | $484.29 | 13F |
| COMP | COMPASS INC | 2.09% | 1,997,399 | $14,600,987 | 1,997,399 | New | $7.31 | 13F |
| APPF | APPFOLIO INC | 1.2% | 53,000 | $8,364,460 | 53,000 | New | $157.82 | 13F |
| CLBT | CELLEBRITE DI LTD | 1.04% | 525,202 | $7,237,284 | 525,202 | New | $13.78 | 13F |
| FOXF | FOX FACTORY HOLDING CORP | 0.56% | 236,512 | $3,892,988 | 236,512 | New | $16.46 | 13F |