Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TRANSCAT, INC. CMN(TRNS) | 340,000 | 400,000 | +60,000 | 33,310 | 43,732 | 39.52% | +10,422 |
| BIO-TECHNE CORP COM(TECH) | 275,000 | 300,000 | +25,000 | 18,719 | 23,148 | 20.92% | +4,429 |
| HEICO CORP NEW-CL A | 130,000 | 130,000 | 0 | 16,799 | 18,517 | 16.73% | +1,719 |
| TYLER TECHNOLOGIES INC(TYL) | 25,000 | 25,000 | 0 | 9,654 | 10,453 | 9.45% | +800 |
| NOMAD HOLDINGS(NOMD) | 400,000 | 400,000 | 0 | 6,088 | 6,780 | 6.13% | +692 |
| EVI INDUSTRIES INC | 338,000 | 338,000 | 0 | 8,389 | 8,021 | 7.25% | -368 |