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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WLDN | WILLDAN GROUP INC | 5.72% | 359,806 | $28,460,655 | 359,806 | New | $79.1 | 13F |
| HNGE | HINGE HEALTH INC | 4.54% | 272,100 | $22,584,300 | 272,100 | New | $83 | 13F |
| WAY | WAYSTAR HLDG CORP | 4.29% | 1,039,000 | $21,330,670 | 1,039,000 | New | $20.53 | 13F |
| VMI | VALMONT INDS INC | 4.24% | 36,480 | $21,070,848 | 36,480 | New | $577.6 | 13F |
| WEX | WEX INC | 2.58% | 91,000 | $12,839,190 | 91,000 | New | $141.09 | 13F |
| PODD | INSULET CORP | 2.53% | 82,600 | $12,575,850 | 82,600 | New | $152.25 | 13F |
| VVV | VALVOLINE INC | 2.39% | 299,971 | $11,860,853 | 299,971 | New | $39.54 | 13F |
| PLOW | DOUGLAS DYNAMICS INC | 2.09% | 192,342 | $10,376,851 | 192,342 | New | $53.95 | 13F |