NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
57.4%
Top 10 weight
93.2%
Voting Authority Distribution
Total shares with voting rights: 1.68M
Full voting authority
1.68M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACTIVISION BLIZZARD INCSOLE | COM | 164.04K | SH | $15.36M 22.51% | 164.04K | 0.00 | 0.00 |
HORIZON THERAPEUTICS PUB LSOLE | SHS | 121.91K | SH | $14.10M 20.67% | 121.91K | 0.00 | 0.00 |
NATIONAL INSTRS CORPSOLE | COM | 163.09K | SH | $9.72M 14.25% | 163.09K | 0.00 | 0.00 |
VMWARE INCSOLE | CL A COM | 33.75K | SH | $5.62M 8.23% | 33.75K | 0.00 | 0.00 |
ARGO GROUP INTL HLDGS LTDSOLE | COM | 167K | SH | $4.98M 7.30% | 167K | 0.00 | 0.00 |
PROVIDENT FINL SVCS INCSOLE | COM | 250.46K | SH | $3.83M 5.61% | 250.46K | 0.00 | 0.00 |
AMEDISYS INCSOLE | COM | 33.86K | SH | $3.16M 4.64% | 33.86K | 0.00 | 0.00 |
LAKELAND BANCORP INCSOLE | COM | 236.99K | SH | $2.99M 4.38% | 236.99K | 0.00 | 0.00 |
NEOGAMES S ASOLE | SHS | 106.05K | SH | $2.86M 4.20% | 106.05K | 0.00 | 0.00 |
MIDWEST HLDG INCSOLE | COM NEW | 37.43K | SH | $978.7K 1.43% | 37.43K | 0.00 | 0.00 |
GREENHILL & CO INCSOLE | COM | 58.65K | SH | $868.0K 1.27% | 58.65K | 0.00 | 0.00 |
ENETI INCSOLE | COM | 73.87K | SH | $744.6K 1.09% | 73.87K | 0.00 | 0.00 |
ISHARES TRSOLE | CHINA LG-CAP ETF | 25.28K | SH | $670.8K 0.98% | 25.28K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES BIOTECH | 4.80K | SH | $587.0K 0.86% | 4.80K | 0.00 | 0.00 |
DENBURY INCSOLE | COM | 5K | SH | $490.1K 0.72% | 5K | 0.00 | 0.00 |
SPDR SER TRSOLE | S&P METALS MNG | 7.90K | SH | $414.8K 0.61% | 7.90K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI MATERIALS | 5.18K | SH | $407.1K 0.60% | 5.18K | 0.00 | 0.00 |
EMAGIN CORPSOLE | COM NEW | 157.81K | SH | $314.0K 0.46% | 157.81K | 0.00 | 0.00 |
ARLINGTON ASSET INVST CORPSOLE | CL A NEW | 29.19K | SH | $124.9K 0.18% | 29.19K | 0.00 | 0.00 |