SAUSALITO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
22.5%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 4.60M
Full voting authority
4.41M
shares
Joint voting authority
191.57K
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PJT PARTNERS INCOTR | COM CL A | 98.23K | SH | $13.72M 7.63% | 94K | 4.23K | 0.00 |
GRAND CANYON ED INCOTR | COM | 80.47K | SH | $13.68M 7.61% | 77K | 3.47K | 0.00 |
OSI SYSTEMS INCOTR | COM | 49.48K | SH | $13.14M 7.31% | 47.50K | 1.99K | 0.00 |
ENOVA INTL INCSOLE | COM | 88.83K | SH | $12.07M 6.71% | 85K | 3.83K | 0.00 |
SUPER GROUP SGHC LIMITEDOTR | ORD SHS | 1.04M | SH | $11.25M 6.26% | 1M | 42.10K | 0.00 |
RUSH STREET INTERACTIVE INCOTR | COM | 482.50K | SH | $10.49M 5.83% | 462.50K | 20K | 0.00 |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 82.24K | SH | $9.23M 5.13% | 80K | 2.24K | 0.00 |
DAVE INCSOLE | CLASS A COM NEW | 52.24K | SH | $9.09M 5.06% | 50K | 2.24K | 0.00 |
TURNING PT BRANDS INCOTR | COM | 104.48K | SH | $9.07M 5.04% | 100K | 4.48K | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 75.76K | SH | $7.38M 4.10% | 72.50K | 3.26K | 0.00 |
IMAX CORPSOLE | COM | 172.40K | SH | $6.55M 3.64% | 165K | 7.40K | 0.00 |
INTERDIGITAL INCSOLE | COM | 21.42K | SH | $6.47M 3.60% | 20.50K | 920.00 | 0.00 |
BLUE BIRD CORPSOLE | COM | 96.64K | SH | $5.49M 3.05% | 92.50K | 4.14K | 0.00 |
MICROSOFT CORPSOLE | COM | 14.72K | SH | $5.45M 3.03% | 14.09K | 630.00 | 0.00 |
AMERICAN TOWER CORPSOLE | COM | 31.44K | SH | $5.43M 3.02% | 30.45K | 990.00 | 0.00 |
ARLO TECHNOLOGIES INCSOLE | COM | 365.75K | SH | $5.20M 2.89% | 350K | 15.75K | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 130.60K | SH | $4.63M 2.58% | 125K | 5.60K | 0.00 |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 49.63K | SH | $4.60M 2.56% | 47.50K | 2.13K | 0.00 |
INMODE LTDSOLE | SHS | 313.45K | SH | $4.29M 2.38% | 300K | 13.45K | 0.00 |
GPGI INCSOLE | COM CL A | 240.31K | SH | $4.11M 2.28% | 230K | 10.31K | 0.00 |
FEDERAL SIGNAL CORPSOLE | COM | 30.16K | SH | $3.26M 1.81% | 29K | 1.16K | 0.00 |
POOL CORPSOLE | COM | 15.56K | SH | $3.15M 1.75% | 15K | 560.00 | 0.00 |
DIODES INCOTR | COM | 41.80K | SH | $2.85M 1.59% | 40K | 1.80K | 0.00 |
WATSCO INCOTR | COM | 7.81K | SH | $2.84M 1.58% | 7.50K | 310.00 | 0.00 |
OPEN LENDING CORPOTR | COM | 83.60K | SH | $2.44M 1.35% | 80K | 3.60K | 0.00 |