| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| VFChist | V F CORP | 26.20 | Reduce 12.00% | 4,678,989 | $16.99 | $79.50M |
| YETIhist | YETI HLDGS INC | 21.52 | Reduce 12.00% | 1,784,095 | $36.59 | $65.28M |
| BLhist | BLACKLINE INC | 16.68 | Add 26.00% | 1,367,619 | $37.00 | $50.60M |
| GXOhist | GXO LOGISTICS INCORPORATED | 14.04 | Reduce 1.00% | 821,769 | $51.85 | $42.61M |
| CGNXhist | COGNEX CORP | 7.81 | Reduce 48.00% | 484,000 | $48.99 | $23.71M |
| PTLOhist | PORTILLOS INC | 6.00 | Add 124.00% | 3,442,990 | $5.29 | $18.21M |
| EVHhist | EVOLENT HEALTH INC | 4.18 | — | 5,563,912 | $2.28 | $12.69M |
| BRCChist | BRC INC | 3.57 | — | 13,935,560 | $0.78 | $10.82M |
| FRPThist | FRESHPET INC | 0.00 | Sell | 0 | — | $0 |