NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
49.2%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 6.88M
Full voting authority
6.88M
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 |
|---|---|---|---|---|---|---|---|
APPIAN CORPSOLE | CL A | 604.14K | SH | $24.7K 18.36% | 604.14K | 0.00 | 0.00 |
PRIMO WATER CORPORATIONSOLE | COM | 1.90M | SH | $23.9K 17.78% | 1.90M | 0.00 | 0.00 |
PTC INCSOLE | COM | 167.20K | SH | $17.5K 13.02% | 167.20K | 0.00 | 0.00 |
TRINITY INDS INCSOLE | COM | 589.49K | SH | $12.6K 9.37% | 589.49K | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 408.26K | SH | $11.7K 8.74% | 408.26K | 0.00 | 0.00 |
KIRBY CORPSOLE | COM | 188.65K | SH | $11.5K 8.53% | 188.65K | 0.00 | 0.00 |
RHSOLE | COM | 44.90K | SH | $11.0K 8.23% | 44.90K | 0.00 | 0.00 |
LGI HOMES INCSOLE | COM | 120.34K | SH | $9.8K 7.29% | 120.34K | 0.00 | 0.00 |
FARFETCH LTDSOLE | ORD SH CL A | 725.14K | SH | $5.4K 4.02% | 725.14K | 0.00 | 0.00 |
THREDUP INCSOLE | CL A | 2.11M | SH | $3.9K 2.89% | 2.11M | 0.00 | 0.00 |
FERGUSON PLC NEWSOLE | SHS | 23.13K | SH | $2.4K 1.77% | 23.13K | 0.00 | 0.00 |