Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 0 | 1,774,484 | +1,774,484 | 0 | 41,505 | 19.77% | +41,505 |
| SCHEIN HENRY INC(HSIC) | 361,786 | 299,486 | -62,300 | 27,344 | 22,072 | 10.51% | -5,272 |
| ENOVIS CORPORATION(ENOV) | 595,000 | 320,000 | -275,000 | 15,851 | 7,280 | 3.47% | -8,571 |
| MSA SAFETY INC(MSA) | 185,675 | 103,269 | -82,406 | 29,734 | 16,931 | 8.07% | -12,803 |
| TENNANT CO(TNC) | 484,950 | 304,207 | -180,743 | 35,741 | 20,199 | 9.62% | -15,541 |
| AVIENT CORPORATION(AVNT) | 624,934 | 0 | -624,934 | 19,523 | 0 | — | -19,523 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 1,700,000 | 915,000 | -785,000 | 34,595 | 14,567 | 6.94% | -20,028 |
| LIVANOVA PLC(LIVN) | 493,902 | 145,729 | -348,173 | 30,390 | 9,263 | 4.41% | -21,127 |
| BLACKBAUD INC(BLKB) | 630,303 | 482,874 | -147,429 | 39,911 | 18,644 | 8.88% | -21,267 |
| JBT MAREL CORPORATION(JBTM) | 449,952 | 225,470 | -224,482 | 67,794 | 28,831 | 13.73% | -38,963 |
| CBIZ INC(CBZ) | 1,773,391 | 1,140,674 | -632,717 | 89,468 | 30,627 | 14.59% | -58,840 |