Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| R1 RCM INC | 1,565,000 | 5,400,000 | +3,835,000 | 20,157 | 67,824 | 8.08% | +47,667 |
| ENOVIS CORPORATION(ENOV) | 0 | 460,000 | +460,000 | 0 | 20,792 | 2.48% | +20,792 |
| INTEGRAL AD SCIENCE HLDNG CO | 2,680,000 | 4,872,973 | +2,192,973 | 26,720 | 47,365 | 5.64% | +20,646 |
| OPTION CARE HEALTH INC(OPCH) | 695,946 | 1,460,251 | +764,305 | 23,342 | 40,449 | 4.82% | +17,107 |
| LIVANOVA PLC(LIVN) | 800,000 | 950,000 | +150,000 | 44,752 | 52,079 | 6.21% | +7,327 |
| ENSIGN GROUP INC(ENSG) | 230,000 | 260,000 | +30,000 | 28,617 | 32,159 | 3.83% | +3,543 |
| JOHN BEAN TECHNOLOGIES CORP(JBTM) | 651,442 | 750,168 | +98,726 | 68,330 | 71,243 | 8.49% | +2,914 |
| BLACKBAUD INC(BLKB) | 1,321,558 | 1,321,558 | 0 | 97,980 | 100,663 | 12.00% | +2,683 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 1,300,000 | 1,510,000 | +210,000 | 102,986 | 101,985 | 12.15% | -1,001 |
| FULLER H B CO(FUL) | 649,735 | 611,326 | -38,409 | 51,810 | 47,048 | 5.61% | -4,762 |
| AVIENT CORPORATION(AVNT) | 1,138,435 | 869,835 | -268,600 | 49,408 | 37,968 | 4.52% | -11,440 |
| MIRION TECHNOLOGIES INC(MIR) | 5,520,000 | 4,701,000 | -819,000 | 62,762 | 50,489 | 6.02% | -12,274 |
| TENNANT CO(TNC) | 651,391 | 651,391 | 0 | 79,216 | 64,123 | 7.64% | -15,093 |
| SITEONE LANDSCAPE SUPPLY INC(SITE) | 255,342 | 171,097 | -84,245 | 44,570 | 20,773 | 2.48% | -23,797 |
| CBIZ INC(CBZ) | 1,399,011 | 1,104,008 | -295,003 | 109,822 | 81,807 | 9.75% | -28,015 |
| SOTERA HEALTH CO(SHC) | 2,950,000 | 200,000 | -2,750,000 | 35,430 | 2,374 | 0.28% | -33,055 |