CY2020 Q3
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| DYCOM INDUSTRIES, INC. | $67,195,000.00 | 2020-10-24 | View |
| ROLLINS, INC. | $36,164,000.00 | 2020-09-30 | View |
| BRINKER INTERNATIONAL, INC. | $33,500,000.00 | 2020-09-23 | View |
| UNIFIRST CORPORATION | $60,626,000.00 | 2020-08-29 | View |
| RPC, INC. | $14,177,000.00 | 2020-09-30 | View |
| COVENANT LOGISTICS GROUP, INC. | $49,629,000.00 | 2020-09-30 | View |
| SUBURBAN PROPANE PARTNERS LP | $57,542,000.00 | 2020-09-26 | View |
| NiSource Inc. | $82,400,000.00 | 2020-09-30 | View |
| AlerisLife Inc. | $35,985,000.00 | 2020-09-30 | View |
| DOMINOS PIZZA INC | $37,428,000.00 | 2020-09-06 | View |
| ORION GROUP HOLDINGS, INC. | $348,000.00 | 2020-09-30 | View |
| Keurig Dr Pepper Inc. | $71,000,000.00 | 2020-09-30 | View |
| Knight-Swift Transportation Holdings Inc. | $175,915,000.00 | 2020-09-30 | View |
| BLOOMIN’ BRANDS, INC. | $32,592,000.00 | 2020-09-27 | View |
| THRYV HOLDINGS, INC. | $10,003,000.00 | 2020-09-30 | View |
| Installed Building Products, Inc. | $17,914,000.00 | 2020-09-30 | View |
| PATRIOT TRANSPORTATION HOLDING, INC. | $1,886,000.00 | 2020-09-30 | View |
| TopBuild Corp | $49,927,000.00 | 2020-09-30 | View |
| Schneider National, Inc. | $142,100,000.00 | 2020-09-30 | View |
| CONSTRUCTION PARTNERS, INC. | $6,035,000.00 | 2020-09-30 | View |
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