Fund HoldingsBullseye Asset Management LLC

Total Portfolio Value
$212.8K
Total Bought
$9.2K
Total Sold
$41.5K
Net Transaction
-$32.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
V2X INC COM(VVX)052,100+52,100021.17%+2
LPL FINL HLDGS INC COM(LPLA)21,52721,248-279573.26%+2
NORWEGIAN CRUISE LINE HLDG L SHS
SHS
352,318347,760-4,558794.21%+2
VERTEX INC SHS(VERX)67,07176,360+9,289341.91%+1
PRIMO BRANDS CORPORATION CLASS A COM SHS(PRMB)288,954285,258-3,696794.13%+1
CANTALOUPE INC COM615,518614,585-933562.75%+1
SHAKE SHACK INC CL A(SHAK)50,66050,029-631563.05%+1
FIVE9 INC COM(FIVN)103,768102,541-1,227341.96%+1
RB GLOBAL INC COM(RBA)115,739114,248-1,4919104.84%+1
SHIFT4 PAYMENTS INC SHS(FOUR)64,21163,393-818673.09%+1
PURE STORAGE INC CL A(P)84,19383,113-1,080452.40%+1
OLLIES BARGAIN OUTLET HLDGS COM(OLLI)55,27454,562-712562.81%+1
ALKAMI TECHNOLOGY INC SHS(ALKT)85,82689,842+4,016331.55%+1
FLYWIRE CORP SHS(FLYW)146,846144,972-1,874231.41%+1
CROCS INC COM(CROX)05,300+5,300010.27%+1
FIVE BELOW INC COM(FIVE)35,00734,565-442341.71%+1
PAYCOR HCM INC SHS126,424124,955-1,469221.09%+1
INTERNATIONAL MNY EXPRESS IN COM236,692233,634-3,058452.29%0
THRYV HLDGS INC COM NEW59,64699,984+40,338110.70%0
JFROG LTD SHS(FROG)72,48185,450+12,969231.18%0
BLACKLINE INC COM(BL)62,15461,442-712341.75%0
CLEARWATER ANALYTICS SHS111,000112,181+1,181331.45%0
PROS HOLDINGS INC COM89,47088,390-1,080220.91%0
FIVERR INTL LTD ORD SHS50,45149,857-594120.74%0
NEOGENOMICS INC COM NEW(NEO)163,792161,860-1,932231.25%0
BRAZE INC SHS(BRZE)24,75024,510-240110.48%0
NCINO INC SHS(NCNO)140,878139,128-1,750452.20%0
PHREESIA INC COM100,26399,002-1,261221.17%0
PROCORE TECHNOLOGIES INC SHS(PCOR)14,99314,838-155110.52%0
DUTCH BROS INC SHS(BROS)8,0008,0000000.20%0
DOUBLEVERIFY HOLDINGS INC SHS(DV)61,80062,055+255110.56%0
CHART INDS INC COM2,1752,1750000.20%0
PAYLOCITY HLDG CORP COM(PCTY)3,4573,4570110.32%0
NUTANIX INC CL A(NTNX)81,24280,208-1,034552.31%0
SPROUT SOCIAL INC SHS50,78950,137-652120.72%0
SPRINKLR INC SHS(CXM)89,65488,670-984110.35%0
SCHNEIDER NATIONAL INC CL B(SNDR)105,472104,130-1,342331.43%0
BWX TECHNOLOGIES INC COM(BWXT)17,65517,486-169220.92%0
APPLIED INDL TECHNOLOGIES IN COM(AIT)1,3501,3500000.15%0
SI-BONE INC COM(SIBN)107,124105,883-1,241110.70%-0
SKECHERS U S A INC CL A72,62171,688-933552.27%-0
PROGYNY INC3,4000-3,40000-0
KNIGHT-SWIFT TRANSN HLDGS IN CL A(KNX)50,00049,361-639331.23%-0
CRYOPORT INC COM214,264211,563-2,701220.77%-0
SENTINELONE INC SHS(S)67,10066,530-570210.69%-0
TENABLE HLDGS INC COM(TENB)95,34194,113-1,228441.74%-0
EGAIN CORP COM NEW433,904316,082-117,822220.93%-0
DESIGNER BRANDS INC CL A141,373139,808-1,565110.35%-0
ALIGHT INC COM CL A541,425534,597-6,828441.74%-0
CLEAN HARBORS INC COM(CLH)26,06125,722-339662.78%-0
WEX INC COM(WEX)10,87510,742-133220.88%-0
GUIDEWIRE SOFTWARE INC COM(GWRE)35,96235,532-430762.82%-1
OPTIMIZERX CORP COM NEW214,046201,527-12,519210.46%-1
LUCKY STRIKE ENTERTAINMENT C CL A COM(LUCK)146,458104,565-41,893210.49%-1
JAMF HOLDING CORP SHS158,581136,638-21,943320.90%-1
RED ROCK RESORTS INC CL A(RRR)96,56995,318-1,251542.07%-1
INSPIRE MED SYS INC COM(INSP)36,59936,128-471873.15%-1
MARQETA INC(MQ)220,7900-220,79010-1
HAMILTON LANE INC CL A(HLNE)54,74454,028-716983.76%-1
CAREDX INC COM(CDNA)184,820182,485-2,335641.84%-2
WINGSTOP INC COM(WING)16,11815,912-206752.13%-2
TRANSMEDICS GROUP INC COM(TMDX)36,20147,754+11,553631.40%-3
TREEHOUSE FOODS INC133,0240-133,02460-6
ZETA GLOBAL HLDGS CORP SHS(ZETA)453,515412,861-40,6541473.49%-6
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