Hedge Fund - Hawk Ridge Management

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No. Security Ticker Shares Value (x$1000) Activity % Port History
1. LW 1,131,908 $87,587 -27% 5.49%
2. SMCI 1,482,392 $81,635 +1% 5.12%
3. IFF 840,000 $76,297 +52% 4.79%
4.
Ferguson Plc
632,408 $66,130 +34% 4.15%
5. BLKB 1,479,265 $65,176 NEW 4.09%