Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HEICO CORP NEW-CL A | 120,000 | 120,000 | 0 | 18,473 | 21,302 | 26.21% | +2,830 |
| TRANSCAT, INC. CMN(TRNS) | 300,000 | 300,000 | 0 | 33,429 | 35,904 | 44.18% | +2,475 |
| BIO-TECHNE CORP COM(TECH) | 80,000 | 100,000 | +20,000 | 5,631 | 7,615 | 9.37% | +1,984 |
| TYLER TECHNOLOGIES INC(TYL) | 20,000 | 20,000 | 0 | 8,500 | 10,056 | 12.37% | +1,555 |
| EVI INDUSTRIES INC | 338,000 | 338,000 | 0 | 8,416 | 6,395 | 7.87% | -2,021 |