AS OF APRIL 30, 2021

Holding

% of Investments

BOYD GAMING CORPORATION 3.218
NATERA, INC. 2.890
GENERAC HOLDINGS, INC. 2.719
AT HOME GROUP, INC. 2.463
ADVANCED DRAINAGE SYSTEMS, INC. 2.238
UNITED THERAPEUTICS CORPORATION 2.217
RAPID7, INC. 2.053
DXC TECHNOLOGY COMPANY 1.927
WILLSCOTT MOBILE MINI HOLDING 1.881
OSHKOSH CORPORATION 1.856