Instuitional Investor - Broadcrest Asset Management, Llc
 13F Holdings  
  Filing Period:  
 | No. | Security | Ticker | Shares | Value | % Port | 
|---|---|---|---|---|---|
| 1. | EVI | 338,000 | $10,684,180 | 24.24% | |
| 2. | HEI, HEI.A | 40,000 | $10,163,600 | 23.06% | |
| 3. | TRNS | 130,802 | $9,574,706 | 21.73% | |
| 4. | TECH | 100,000 | $5,563,000 | 12.62% | |
| 5. | TTD | 100,000 | $4,901,000 | 11.12% |