|
NVDA
|
US |
NVIDIA CORP |
122,500 |
$16M |
10.56% |
-5.8%
|
- |
|
DECK
|
US |
DECKERS OUTDOOR CORP |
60,000 |
$12M |
7.83% |
-
|
- |
|
AGM
|
US |
FEDERAL AGRIC MTG CORP-CL C |
40,000 |
$8M |
5.06% |
-
|
- |
|
NVR
|
US |
NVR INC |
850 |
$7M |
4.46% |
-
|
- |
|
BBW
|
US |
BUILD-A-BEAR WORKSHOP INC |
150,000 |
$7M |
4.43% |
-
|
- |
|
LOPE
|
US |
GRAND CANYON EDUCATION INC |
35,000 |
$6M |
3.68% |
-
|
- |
|
CCS
|
US |
CENTURY COMMUNITIES INC |
75,000 |
$6M |
3.53% |
-
|
- |
|
CVCO
|
US |
CAVCO INDUSTRIES INC |
12,000 |
$5M |
3.44% |
100.0%
|
- |
|
GBX
|
US |
GREENBRIER COMPANIES INC |
85,000 |
$5M |
3.33% |
-
|
- |
|
TTEK
|
US |
TETRA TECH INC |
125,000 |
$5M |
3.20% |
-
|
- |
|
AROC
|
US |
ARCHROCK INC |
200,000 |
$5M |
3.20% |
33.3%
|
- |
|
ROST
|
US |
ROSS STORES INC |
30,000 |
$5M |
2.91% |
-
|
- |
|
BBSI
|
US |
BARRETT BUSINESS SVCS INC |
100,000 |
$4M |
2.79% |
-
|
- |
|
BLDR
|
US |
BUILDERS FIRSTSOURCE INC |
30,000 |
$4M |
2.75% |
-25.0%
|
- |
|
FIX
|
US |
COMFORT SYSTEMS USA INC |
10,000 |
$4M |
2.72% |
-
|
- |
|
FANG
|
US |
DIAMONDBACK ENERGY INC |
25,000 |
$4M |
2.63% |
-
|
- |
|
NWPX
|
US |
NORTHWEST PIPE CO |
75,000 |
$4M |
2.32% |
-
|
- |
|
LRCX
|
US |
LAM RESEARCH CORP |
50,000 |
$4M |
2.32% |
100.0%
|
- |
|
CVGW
|
US |
CALAVO GROWERS INC |
140,000 |
$4M |
2.29% |
-
|
- |
|
FSS
|
US |
FEDERAL SIGNAL CORP |
35,000 |
$3M |
2.08% |
-
|
- |