CY2020 Q2
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| Automatic Data Processing, Inc. | $22,200,000.00 | 2020-06-30 | View |
| CACI International Inc | $1,400,000.00 | 2020-06-30 | View |
| DONALDSON COMPANY, INC. | $1,100,000,000.00 | 2020-07-31 | View |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | $0.00 | 2020-06-30 | View |
| KENNAMETAL INC. | $5,855,000.00 | 2020-06-30 | View |
| MOVADO GROUP, INC. | $0.00 | 2020-07-31 | View |
| PARKER-HANNIFIN CORPORATION | $15,196,000.00 | 2020-06-30 | View |
| THE PROCTER & GAMBLE COMPANY | $118,000,000.00 | 2020-06-30 | View |
| UNIFI, INC. | $510,000.00 | 2020-06-28 | View |
| WESTERN DIGITAL CORP | $228,000,000.00 | 2020-07-03 | View |
| RPM INTERNATIONAL INC/DE/ | $8,781,000.00 | 2020-05-31 | View |
| STANDEX INTERNATIONAL CORPORATION | $4,295,000.00 | 2020-06-30 | View |
| KLA CORPORATION | $257,757,000.00 | 2020-06-30 | View |
| NIKE, Inc. | $165,000,000.00 | 2020-05-31 | View |
| RICHARDSON ELECTRONICS LTD/DE | $24,000.00 | 2020-05-30 | View |
| Key Tronic Corp | $820,000.00 | 2020-06-27 | View |
| CULP INC | $3,600,000.00 | 2020-08-02 | View |
| ADTALEM GLOBAL EDUCATION INC. | $525,000.00 | 2020-06-30 | View |
| MAXIM INTEGRATED PRODUCTS, INC. | $9,968,000.00 | 2020-06-27 | View |
| U.S. GLOBAL INVESTORS, INC. | $0.00 | 2020-06-30 | View |
| WOLFSPEED, INC | $2,000,000.00 | 2020-06-28 | View |
| THE HAIN CELESTIAL GROUP, INC. | $1,212,000.00 | 2020-06-30 | View |
| Viavi Solutions Inc. | $15,600,000.00 | 2020-06-27 | View |
| INNOVEX INTERNATIONAL, INC. | $3,400,000.00 | 2020-06-30 | View |
| EXTREME NETWORKS, INC. | $551,000.00 | 2020-06-30 | View |
| Tapestry, Inc. | $739,400,000.00 | 2020-06-27 | View |
| TTM TECHNOLOGIES, INC. | $0.00 | 2020-06-29 | View |
| Seagate Technology Holdings plc | $16,000,000.00 | 2020-07-03 | View |
| Cimpress plc | $6,203,000.00 | 2020-06-30 | View |
| Oracle Corporation | $171,000,000.00 | 2020-05-31 | View |
| AVIAT NETWORKS, INC. | $57,000.00 | 2020-07-03 | View |
| BROADRIDGE FINANCIAL SOLUTIONS, INC. | $9,500,000.00 | 2020-06-30 | View |
| Fabrinet | $4,620,000.00 | 2020-06-26 | View |
| Mahwah Bergen Retail Group, Inc. | $98,400,000.00 | 2020-08-01 | View |
| Guidewire Software, Inc. | $354,000.00 | 2020-07-31 | View |
| Catalent, Inc. | $8,000,000.00 | 2020-06-30 | View |
| CDK GLOBAL, INC. | $0.00 | 2020-06-30 | View |
| VAREX IMAGING CORPORATION | $100,000.00 | 2020-07-03 | View |
| iClick Interactive Asia Group Ltd | $667,000.00 | 2020-06-30 | View |
| AMCOR PLC | $27,000,000.00 | 2020-06-30 | View |
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