CY2020 Q1
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| CTS CORPORATION | $34,999,000.00 | 2020-03-31 | View |
| DOVER Corp | $33,125,000.00 | 2020-03-31 | View |
| HEICO CORPORATION | $9,000,000.00 | 2020-04-30 | View |
| LEE ENTERPRISES, INCORPORATED | $28,118,000.00 | 2020-03-29 | View |
| LEGGETT & PLATT INC | $126,400,000.00 | 2020-03-31 | View |
| BROWN & BROWN, INC. | $121,500,000.00 | 2020-03-31 | View |
| LAM RESEARCH CORPORATION | $61,100,000.00 | 2020-03-29 | View |
| CADENCE DESIGN SYSTEMS, INC. | $0.00 | 2020-03-28 | View |
| CISCO SYSTEMS, INC. | $0.00 | 2020-04-25 | View |
| MISONIX, INC. | $4,500,000.00 | 2020-03-31 | View |
| COSTCO WHOLESALE CORP /NEW | $940,000,000.00 | 2020-03-17 | View |
| FORWARD AIR CORPORATION | $163,496,000.00 | 2020-03-31 | View |
| YUM! BRANDS, INC. | $200,000,000.00 | 2020-03-31 | View |
| IES Holdings, Inc. | $3,906,000.00 | 2020-03-31 | View |
| Ziff Davis, Inc. | $16,700,000.00 | 2020-03-31 | View |
| Quotient Technology Inc. | $0.00 | 2020-03-31 | View |
| SPORTSMAN’S WAREHOUSE HOLDINGS, INC. | $4,134,000.00 | 2020-05-02 | View |
| EnerSys | $120,708,000.00 | 2020-03-31 | View |
| Waste Connections, Inc. | $3,482,000.00 | 2020-03-31 | View |
| LOGIQ, INC. | $4,781,208.00 | 2020-03-31 | View |
| Envestnet, Inc. | $0.00 | 2020-02-18 | View |
| People's United Financial, Inc. | $131,800,000.00 | 2020-03-31 | View |
| JBT Marel Corporation | $58,800,000.00 | 2020-03-31 | View |
| SinglePoint Inc. | $1,966,340.00 | 2020-03-31 | View |
| BGSF, INC. | $25,200,000.00 | 2020-03-29 | View |
| Nielsen Holdings plc | $42,000,000.00 | 2020-03-31 | View |
| Installed Building Products, Inc. | $3,000,000.00 | 2020-03-31 | View |
| GMS INC. | $2,100,000.00 | 2020-04-30 | View |
| EVOQUA WATER TECHNOLOGIES CORP. | $151,958,000.00 | 2020-03-31 | View |
| BARNES & NOBLE EDUCATION, INC. | $73,119,000.00 | 2020-05-02 | View |
| ELEVATE CREDIT, INC. | $400,000.00 | 2020-03-31 | View |
| Camping World Holdings, Inc. | $0.00 | 2020-03-31 | View |
| DigitalBridge Group, Inc. | $140,500,000.00 | 2020-03-31 | View |
| Accel Entertainment, Inc. | $28,700,000.00 | 2020-03-31 | View |
| MediaCo Holding Inc. | $9,000,000.00 | 2020-03-31 | View |
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