Instuitional Investor - Broadcrest Asset Management, Llc

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%