Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GENIUS SPORTS LIMITED SHARES CL A | 0 | 700,000 | +700,000 | 0 | 7,007 | 17.32% | +7,007 |
| CAMPING WORLD HLDGS INC(CWH) | 0 | 360,000 | +360,000 | 0 | 5,818 | 14.38% | +5,818 |
| GOLDEN ENTMT INC | 70,000 | 300,000 | +230,000 | 2,212 | 7,917 | 19.57% | +5,705 |
| THOR INDS INC(THO) | 0 | 60,000 | +60,000 | 0 | 4,549 | 11.24% | +4,549 |
| TITAN INTL INC ILL(TWI) | 0 | 540,649 | +540,649 | 0 | 4,536 | 11.21% | +4,536 |
| INTERNATIONAL GAME TECHNOLOG(BRSL) | 0 | 235,000 | +235,000 | 0 | 3,821 | 9.44% | +3,821 |
| TURNING PT BRANDS INC(TPB) | 0 | 35,558 | +35,558 | 0 | 2,114 | 5.22% | +2,114 |
| POTLATCHDELTIC CORPORATION | 0 | 25,000 | +25,000 | 0 | 1,128 | 2.79% | +1,128 |
| ACCEL ENTERTAINMENT INC(ACEL) | 0 | 108,746 | +108,746 | 0 | 1,079 | 2.67% | +1,079 |
| THE REALREAL INC(REAL) | 0 | 50,770 | +50,770 | 0 | 274 | 0.68% | +274 |
| FULL HSE RESORTS INC(FLL) | 565,000 | 530,228 | -34,772 | 2,305 | 2,216 | 5.48% | -89 |
| ON HLDG AG(ONON) | 25,000 | 0 | -25,000 | 1,369 | 0 | — | -1,369 |
| GRANITE CONSTR INC(GVA) | 40,000 | 0 | -40,000 | 3,508 | 0 | — | -3,508 |
| EVERUS CONSTR GROUP(ECG) | 90,000 | 0 | -90,000 | 5,918 | 0 | — | -5,917 |
| PRIMORIS SVCS CORP(PRIM) | 85,000 | 0 | -85,000 | 6,494 | 0 | — | -6,494 |
| RUSH STREET INTERACTIVE INC(RSI) | 500,000 | 0 | -500,000 | 6,860 | 0 | — | -6,860 |
| MYR GROUP INC DEL(MYRG) | 55,000 | 0 | -55,000 | 8,182 | 0 | — | -8,182 |
| MASTEC INC(MTZ) | 100,000 | 0 | -100,000 | 13,614 | 0 | — | -13,614 |