+20
New
20
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | ALARM.COM HOLDINGS INC | 011642105 | Apr 2024 | 525,000 | $34.9M | 11.71% | EC |
| 2 | XPEL INC | 98379L100 | Apr 2024 | 600,000 | $31.5M | 10.57% | EC |
| 3 | DESPEGAR.COM CORP | G27358103 | Apr 2024 | 1,350,000 | $16.5M | 5.52% | EC |
| 4 | ZUORA INC - CLASS A | 98983V106 | Apr 2024 | 1,600,000 | $15.8M | 5.29% | EC |
| 5 | FRANKLIN COVEY COMPANY | 353469109 | Apr 2024 | 400,000 | $15.6M | 5.22% | EC |
| 6 | TRIUMPH FINANCIAL INC | 89679E300 | Apr 2024 | 220,000 | $15.5M | 5.19% | EC |
| 7 | ELEMENT SOLUTIONS INC | 28618M106 | Apr 2024 | 600,000 | $13.9M | 4.65% | EC |
| 8 | CIMPRESS PLC | G2143T103 | Apr 2024 | 155,142 | $13.2M | 4.44% | EC |
| 9 | ASTRONICS CORP | 046433108 | Apr 2024 | 775,000 | $13.0M | 4.36% | EC |
| 10 | ONTO INNOVATION INC | 683344105 | Apr 2024 | 70,000 | $13.0M | 4.35% | EC |
| 11 | AGILYSYS INC | 00847J105 | Apr 2024 | 150,000 | $12.5M | 4.18% | EC |
| 12 | UPWORK INC | 91688F104 | Apr 2024 | 900,000 | $10.5M | 3.53% | EC |
| 13 | IRADIMED CORP | 46266A109 | Apr 2024 | 250,000 | $10.2M | 3.40% | EC |
| 14 | MODEL N INC | 607525102 | Apr 2024 | 340,000 | $10.1M | 3.38% | EC |
| 15 | WIDEOPENWEST INC | 96758W101 | Apr 2024 | 2,700,000 | $9.6M | 3.23% | EC |
| 16 | EVERTEC INC | 30040P103 | Apr 2024 | 250,000 | $9.4M | 3.15% | EC |
| 17 | PAGERDUTY INC | 69553P100 | Apr 2024 | 450,000 | $9.0M | 3.01% | EC |
| 18 | SOUNDTHINKING INC | 82536T107 | Apr 2024 | 600,000 | $8.0M | 2.69% | EC |
| 19 | INTL FCSTONE INC | 861896108 | Apr 2024 | 100,000 | $7.3M | 2.43% | EC |
| 20 | THREDUP INC - CLASS A | 88556E102 | Apr 2024 | 3,750,000 | $6.0M | 2.01% | EC |