Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PRIMORIS SVCS CORP(PRIM) | 0 | 125,000 | +125,000 | 0 | 12,390 | 17.49% | +12,390 |
| HUB GROUP INC(HUBG) | 0 | 175,000 | +175,000 | 0 | 7,663 | 10.82% | +7,663 |
| KIRBY CORP(KEX) | 0 | 50,000 | +50,000 | 0 | 6,799 | 9.60% | +6,799 |
| GENIUS SPORTS LIMITED SHARES CL A | 0 | 900,000 | +900,000 | 0 | 5,454 | 7.70% | +5,454 |
| XPO INC(XPO) | 0 | 20,000 | +20,000 | 0 | 4,106 | 5.79% | +4,106 |
| CENTURI HOLDINGS INC(CTRI) | 700,000 | 800,000 | +100,000 | 20,447 | 24,192 | 34.14% | +3,745 |
| MASTERCRAFT BOAT HLDGS INC | 0 | 75,000 | +75,000 | 0 | 1,937 | 2.73% | +1,937 |
| MALIBU BOATS INC | 0 | 64,153 | +64,153 | 0 | 1,760 | 2.48% | +1,760 |
| AZZ INC | 0 | 10,000 | +10,000 | 0 | 1,551 | 2.19% | +1,551 |
| HIGH ROLLER TECHNOLOGIES INC | 15,335 | 0 | -15,335 | 53 | 0 | — | -53 |
| FULL HSE RESORTS INC | 469,561 | 0 | -469,561 | 1,057 | 0 | — | -1,057 |
| KURA SUSHI USA INC | 34,080 | 0 | -34,080 | 2,378 | 0 | — | -2,378 |
| CECO ENVIRONMENTAL CORP(CECO) | 50,000 | 0 | -50,000 | 2,979 | 0 | — | -2,979 |
| ACCEL ENTERTAINMENT INC(ACEL) | 383,190 | 0 | -383,190 | 4,181 | 0 | — | -4,181 |
| THERMON GROUP HLDGS INC | 89,625 | 0 | -89,625 | 4,517 | 0 | — | -4,517 |
| MYR GROUP INC(MYRG) | 36,376 | 10,000 | -26,376 | 10,270 | 5,004 | 7.06% | -5,266 |
| POWELL INDS INC(POWL) | 10,000 | 0 | -10,000 | 5,411 | 0 | — | -5,411 |
| MASTEC INC(MTZ) | 19,700 | 0 | -19,700 | 6,338 | 0 | — | -6,338 |
| LINDBLAD EXPEDITIONS HLDGS I(LIND) | 644,922 | 0 | -644,922 | 11,157 | 0 | — | -11,157 |
| CHURCHILL DOWNS INC(CHDN) | 150,000 | 0 | -150,000 | 13,475 | 0 | — | -13,474 |