Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EVI INDUSTRIES INC | 338,000 | 338,000 | 0 | 8,021 | 8,416 | 11.30% | +395 |
| HEICO CORP NEW-CL A | 130,000 | 120,000 | -10,000 | 18,517 | 18,473 | 24.81% | -44 |
| TYLER TECHNOLOGIES INC(TYL) | 25,000 | 20,000 | -5,000 | 10,453 | 8,500 | 11.42% | -1,953 |
| NOMAD HOLDINGS(NOMD) | 400,000 | 0 | -400,000 | 6,780 | 0 | — | -6,780 |
| TRANSCAT, INC. CMN(TRNS) | 400,000 | 300,000 | -100,000 | 43,732 | 33,429 | 44.90% | -10,303 |
| BIO-TECHNE CORP COM(TECH) | 300,000 | 80,000 | -220,000 | 23,148 | 5,631 | 7.56% | -17,517 |