Holdings
| META META PLATFORMS INC-CLASS A | $45.1M | 19.6% | 264,087 | −72 | −0.0% | Reduced |
| CMPREUR CIMPRESS NV | $25.1M | 10.9% | 257,245 | −81 | −0.0% | Reduced |
| WK WORKIVA INC | $23.7M | 10.3% | 1,138,749 | +492,776 | +76.3% | Added |
| DG DOLLAR GENERAL CORP | $22.6M | 9.8% | 278,325 | −75 | −0.0% | Reduced |
| GOOG ALPHABET INC-CL C | $22.1M | 9.6% | 23,055 | −6 | −0.0% | Reduced |
| AKX ANSYS INC | $19.1M | 8.3% | 155,606 | −45 | −0.0% | Reduced |
| ROP ROPER TECHNOLOGIES INC | $19.1M | 8.3% | 78,287 | −18 | −0.0% | Reduced |
| YELP YELP INC | $18.1M | 7.8% | 416,874 | −319,126 | −43.4% | Reduced |
| DSGX DESCARTES SYSTEMS GRP | $17.9M | 7.8% | 658,158 | −182 | −0.0% | Reduced |
| CHGG CHEGG INC | $17.8M | 7.7% | 1,200,700 | +1,200,700 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BROOKFIELD ASSET MGMT INC | 520,454 | $20.4M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.