Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
Goosehead Insurance, Inc. 13G/A
GSHD · 38267D109
9.2% 8/13/2026
Event 6/30/2026
Ollie's Bargain Outlet Holdings Inc 13G/A
OLLI · 681116109
1.6% 8/13/2026
Event 6/30/2026
NRC Health 13G/A
NRC · 637372202
9.0%
Checked 5% or less
8/13/2026
Event 6/30/2026
Andersen Group Inc. 13G
ANDG · 033853102
6.7% 8/13/2026
Event 6/30/2026
Omega Flex Inc 13G/A
OFLX · 682095104
4.5% 8/13/2026
Event 6/30/2026
Universal Display Corp 13G/A
OLED · 91347P105
4.6% 8/13/2026
Event 6/30/2026
Choice Hotels International Inc 13G/A
CHH · 169905106
2.0% 8/13/2026
Event 6/30/2026
Dream Finders Homes, Inc. 13G/A
DFH · 26154D100
9.1%
Checked 5% or less
8/13/2026
Event 6/30/2026
UL Solutions Inc 13G/A
ULS · 903731107
6.0% 8/13/2026
Event 6/30/2026
ServiceTitan Inc 13G/A
TTAN · 81764X103
4.5% 8/13/2026
Event 6/30/2026
Primerica, Inc. 13G/A
PRI · 74164M108
8.9% 8/13/2026
Event 6/30/2026
Triumph Financial, Inc. 13G/A
TFIN · 89679E300
6.0% 8/13/2026
Event 6/30/2026
Landstar System Inc 13G/A
LSTR · 515098101
9.1% 8/13/2026
Event 6/30/2026
SiteOne Landscape Supply Inc 13G/A
SITE · 82982L103
4.6% 8/13/2026
Event 6/30/2026
Acushnet Holdings Corp 13G/A
GOLF · 005098108
9.3% 8/13/2026
Event 6/30/2026
Enerpac Tool Group Corp 13G/A
EPAC · 292765104
5.9% 8/13/2026
Event 6/30/2026
US Physical Therapy Inc 13G/A
USPH · 90337L108
5.6% 8/13/2026
Event 6/30/2026
Smith Douglas Homes Corp 13G/A
SDHC · 83207R107
11.7% 8/13/2026
Event 6/30/2026
Thor Industries Inc 13G/A
THO · 885160101
7.0% 8/13/2026
Event 6/30/2026
Bright Horizons Family Solutions Inc 13G/A
BFAM · 109194100
5.5% 8/13/2026
Event 6/30/2026
Bank of Hawaii Corp 13G/A
BOH · 062540109
4.6% 8/13/2026
Event 6/30/2026
LCI Industries 13G/A
LCII · 50189K103
6.0% 8/13/2026
Event 6/30/2026
Zurn Elkay Water Solutions Corp 13G/A
ZWS · 98983L108
5.3% 8/13/2026
Event 6/30/2026
Simpson Manufacturing Co Inc 13G/A
SSD · 829073105
8.7% 8/13/2026
Event 6/30/2026
Exponent Inc 13G/A
EXPO · 30214U102
7.9% 5/14/2026
Event 3/31/2026
Houlihan Lokey Inc 13G/A
HLI · 441593100
4.9% 5/14/2026
Event 3/31/2026
Moelis & Co 13G/A
MC · 60786M105
7.9% 5/14/2026
Event 3/31/2026
Hamilton Lane Inc 13G/A
HLNE · 407497106
7.8% 5/14/2026
Event 3/31/2026
Hawkins Inc 13G/A
HWKN · 420261109
7.3% 5/14/2026
Event 3/31/2026
Pool Corp 13G/A
POOL · 73278L105
7.8% 5/14/2026
Event 3/31/2026
OneStream Inc 13G/A
OS · 68278B107
0% 5/14/2026
Event 3/31/2026
nCino Inc 13G/A
NCNO · 63947X101
4.5% 5/14/2026
Event 3/31/2026
RLI Corp 13G/A
RLI · 749607107
7.9% 2/13/2026
Event 12/31/2025
Kforce Inc 13G/A
KFRC · 493732101
10.9% 2/13/2026
Event 12/31/2025
Jack Henry and Associates Inc 13G/A
JKHY · 426281101
8.1% 2/13/2026
Event 12/31/2025
Watts Water Technologies Inc 13G/A
WTS · 942749102
7.8% 2/13/2026
Event 12/31/2025
CorVel Corp 13G/A
CRVL · 221006109
9.7% 2/13/2026
Event 12/31/2025
Revolve Group Inc 13G/A
RVLV · 76156B107
4.5% 2/13/2026
Event 12/31/2025
Kadant Inc 13G/A
KAI · 48282T104
10.1% 2/13/2026
Event 12/31/2025
Cheesecake Factory Inc 13G/A
CAKE · 163072101
4.8% 2/13/2026
Event 12/31/2025
Allegion PLC 13G/A
ALLE · G0176J109
4.7% 2/13/2026
Event 12/31/2025
Stock Yards Bancorp Inc 13G/A
SYBT · 861025104
4.7% 2/13/2026
Event 12/31/2025
Artisan Partners Asset Management Inc 13G/A
APAM · 04316A108
8.1% 2/13/2026
Event 12/31/2025
Evertec Inc 13G/A
EVTC · 30040P103
4.5% 2/13/2026
Event 12/31/2025
Bentley Systems Inc 13G/A
BSY · 08265T208
4.4% 2/13/2026
Event 12/31/2025
Fonar Corp 13G/A
FONR · 344437405
4.1% 2/13/2026
Event 12/31/2025
Endava PLC 13G/A
DAVA · 29260V105
0.2% 1/7/2026
Event 12/31/2025
NVE Corp 13G/A
NVEC · 629445206
4.5% 11/13/2025
Event 9/30/2025
Installed Building Products Inc 13G
IBP · 45780R101
6.3% 11/13/2025
Event 9/30/2025
Construction Partners Inc 13G/A
ROAD · 21044C107
4.7% 11/13/2025
Event 9/30/2025
Hillman Solutions Corp 13G/A
HLMN · 431636109
6.6% 8/13/2025
Event 6/30/2025
Holley Inc 13G/A
HLLY · 43538H103
4.7% 8/13/2025
Event 6/30/2025
Rightmove PLC 13G/A
RTMVY · 76657Y101
4.9% 8/13/2025
Event 6/30/2025
RBC Bearings Inc 13G/A
RBC · 75524B104
4.9% 8/13/2025
Event 6/30/2025
BancFirst Corp 13G/A
BANF · 05945F103
7.6% 8/13/2025
Event 6/30/2025
Aspen Technology Inc 13G/A
AZPN · 29109X106
0% 5/15/2025
Event 3/31/2025
Scotts Miracle-Gro Co 13G/A
SMG · 810186106
3.2% 5/14/2025
Event 3/31/2025
UFP Industries Inc 13G/A
UFPI · 90278Q108
6.2% 5/14/2025
Event 3/31/2025
Toro Co 13G/A
TTC · 891092108
8.2% 5/14/2025
Event 3/31/2025
Clearwater Analytics Holdings, Inc. 13G/A
CWAN · 185123106
4.6% 5/14/2025
Event 3/31/2025
FTI Consulting, Inc 13G/A
FCN · 302941109
16.1% 5/6/2025
Event 4/30/2025
Toro Corp. 13G/A
TORO · Y8900D108
0% 2/14/2025
Event 12/31/2024
EMCOR Group, Inc. 13G/A
EME · 29084Q100
2.8% 2/13/2025
Event 12/31/2024
Ryan Specialty Holdings, Inc. 13G/A
RYAN · 78351F107
3.4% 2/13/2025
Event 12/31/2024
Toro Co. 13G
TTC · 891092108
Amended under CUSIP Y8900D108 on 2/14/2025
7.0% 2/13/2025
Event 12/31/2024
Fox Factory Holding Corp 13G/A
FOXF · 35138V102
4.3% 2/13/2025
Event 12/31/2024