CIK: 0001632368
申告総資産額
$1.8億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIVN | Five9 INC | 株式-IT | 9.41% | -0.17% | +0.07% | |
| 2 | FLWS | 1-800-flowers.com Inc-cl A | 株式-その他 | 8.52% | — | — | |
| 3 | LOPE | Grand Canyon Education INC | 株式-生活必需品 | 8.45% | +0.91% | +3.10% | |
| 4 | POOL | Pool CORP | 株式-資本財 | 7.98% | -0.09% | -8.62% | |
| 5 | OPRX | Optimizerx CORP | 株式-その他 | 7.08% | — | — | |
| 6 | MLKN | Millerknoll INC | 株式-その他 | 6.72% | — | +11.97% | |
| 7 | AMT | American Tower CORP | 株式-不動産 | 6.58% | +0.17% | -1.50% | |
| 8 | PJT | Pjt Partners INC - A | 株式-金融 | 5.19% | -0.65% | +4.74% | |
| 9 | OSIS | Osi Systems INC | 株式-IT | 4.08% | +0.47% | +5.53% | |
| 10 | NXST | Nexstar Media Group INC | 株式-通信サービス | 3.28% | -0.04% | +0.46% | |
| 11 | INMD | InMode Ltd. | 株式-その他 | 3.07% | +0.80% | -28.45% | |
| 12 | FNKO | Funko Inc-class A | 株式-その他 | 2.84% | — | -43.19% | |
| 13 | INSE | Inspired Entertainment INC | 株式-その他 | 2.43% | — | -25.83% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.30% | — | -29.69% | |
| 15 | RVLV | Revolve Group INC | 株式-その他 | 2.10% | — | — | |
| 16 | CZR | Caesars Entertainment INC | 株式-一般消費財 | 2.06% | — | +4.11% | |
| 17 | EEFT | Euronet Worldwide INC | 株式-IT | 2.02% | — | -34.85% | |
| 18 | PLAY | Dave & Buster's Entertainmen | 株式-その他 | 1.93% | — | +66.88% | |
| 19 | SIMO | Silicon Motion Technol-adr | 株式-その他 | 1.77% | +0.91% | -3.26% | |
| 20 | EHTH | Ehealth INC | 株式-その他 | 1.67% | — | +7.26% | |
| 21 | BLDR | Builders Firstsource INC | 株式-資本財 | 1.63% | — | -42.79% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.51% | +0.16% | -41.35% | |
| 23 | OIH | Vaneck Oil Services ETF | ETF-その他 | 1.46% | — | — | |
| 24 | GJB | Steelcase Inc-cl A | 株式-その他 | 1.44% | — | +11.21% | |
| 25 | SIENUSD | Sientra INC | 株式-その他 | 1.21% | — | -57.85% | |
| 26 | ORGO | Organogenesis Holdings INC | 株式-その他 | 0.95% | — | — | |
| 27 | KIDS | Orthopediatrics CORP | 株式-その他 | 0.82% | — | -14.48% | |
| 28 | G2C | Everi Holdings INC | 株式-その他 | 0.71% | — | — | |
| 29 | ✓ | Cova Acquisition CORP | 株式-その他 | 0.21% | — | -2.22% | |
| 30 | ✓ | Evo Acquisition CORP | 株式-その他 | 0.19% | — | — | |
| 31 | ✓ | 株式-その他 | 0.19% | — | — | ||
| 32 | ✓ | African Gold Acquisition Cor | 株式-その他 | 0.15% | — | — | |
| 33 | ✓ | B Riley Principal 150 Merger | 株式-その他 | 0.06% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MLKN | Millerknoll INC | +0.5% | +11.97% | 増加 |
| 2 | PLAY | Dave & Buster's Entertainmen | +0.3% | +66.88% | 増加 |
| 3 | POOL | Pool CORP | +0.2% | -8.62% | 減少 |
| 4 | CZR | Caesars Entertainment INC | +0.1% | +4.11% | 増加 |
| 5 | ✓ | B Riley Principal 150 Merger | 0% | — | 変化なし |
| 6 | GJB | Steelcase Inc-cl A | 0% | +11.21% | 増加 |
| 7 | ✓ | African Gold Acquisition Cor | 0% | — | 変化なし |
| 8 | ✓ | Evo Acquisition CORP | 0% | — | 変化なし |
| 9 | ✓ | Cova Acquisition CORP | 0% | -2.22% | 減少 |
| 10 | OIH | Vaneck Oil Services ETF | -0.1% | — | 変化なし |
| 11 | KIDS | Orthopediatrics CORP | -0.1% | -14.48% | 減少 |
| 12 | FIVN | Five9 INC | -0.1% | +0.07% | 増加 |
| 13 | SIMO | Silicon Motion Technol-adr | -0.2% | -3.26% | 減少 |
| 14 | OSIS | Osi Systems INC | -0.3% | +5.53% | 増加 |
| 15 | ORGO | Organogenesis Holdings INC | -0.3% | — | 変化なし |
| 16 | PJT | Pjt Partners INC - A | -0.4% | +4.74% | 増加 |
| 17 | NXST | Nexstar Media Group INC | -0.4% | +0.46% | 増加 |
| 18 | INSE | Inspired Entertainment INC | -0.4% | -25.83% | 減少 |
| 19 | AMT | American Tower CORP | -0.4% | -1.50% | 減少 |
| 20 | EHTH | Ehealth INC | -0.6% | +7.26% | 増加 |
| 21 | INMD | InMode Ltd. | -0.8% | -28.45% | 減少 |
| 22 | MSFT | Microsoft CORP | -1.1% | -41.35% | 減少 |
| 23 | AMZN | Amazon.com INC | -1.2% | -29.69% | 減少 |
| 24 | EEFT | Euronet Worldwide INC | -1.7% | -34.85% | 減少 |
| 25 | SIENUSD | Sientra INC | -1.9% | -57.85% | 減少 |
| 26 | BLDR | Builders Firstsource INC | -2% | -42.79% | 減少 |
| 27 | FNKO | Funko Inc-class A | -2.6% | -43.19% | 減少 |
| 28 | LOPE | Grand Canyon Education INC | -3.1% | +3.10% | 増加 |
| 29 | FLWS | 1-800-flowers.com Inc-cl A | — | NEW | 新規購入 |
| 30 | OPRX | Optimizerx CORP | — | NEW | 新規購入 |
| 31 | RVLV | Revolve Group INC | — | NEW | 新規購入 |
| 32 | PGNY | Progyny INC | — | EXIT | 全売却 |
| 33 | G2C | Everi Holdings INC | — | NEW | 新規購入 |
| 34 | SLQT | Selectquote INC | — | EXIT | 全売却 |
| 35 | ✓ | — | NEW | 新規購入 | |
| 36 | ✓ | Cf Acquisition CORP Vi | — | EXIT | 全売却 |