| AAppian Corp. CL AAPPN |
| 18.36% | 14.39% | $24.7M | 604,139 | $25.3M | 534,484 | +69,655+13.03% | Add |
| PPRIMO WATER CORPORATION |
| 17.78% | 17.03% | $23.9M | 1.9M | $30.0M | 2.2M | -336,400-15.02% | Reduce |
| PPTC INC COMPTC |
| 13.02% | 13.95% | $17.5M | 167,204 | $24.5M | 230,785 | -63,581-27.55% | Reduce |
| TTRINITY INDUSTRIES INC COM USD0.01TRN |
| 9.37% | 9.77% | $12.6M | 589,491 | $17.2M | 709,491 | -120,000-16.91% | Reduce |
 NEW YORK TIMES CO MTN BENYT |
| 8.74% | 8.29% | $11.7M | 408,257 | $14.6M | 522,657 | -114,400-21.89% | Reduce |
 KIRBY CORPKEX |
| 8.53% | 8.19% | $11.5M | 188,652 | $14.4M | 236,652 | -48,000-20.28% | Reduce |
| RRHRH |
| 8.23% | 4.09% | $11.0M | 44,900 | $7.2M | 33,900 | +11,000+32.45% | Add |
 LGI HOMES INCLGIH |
| 7.29% | 4.68% | $9.8M | 120,344 | $8.2M | 94,771 | +25,573+26.98% | Add |
| FFARFETCH LTD |
| 4.02% | 3.24% | $5.4M | 725,139 | $5.7M | 796,339 | -71,200-8.94% | Reduce |
| TTHREDUP INCTDUP |
| 2.89% | 4.64% | $3.9M | 2.1M | $8.2M | 3.3M | -1.2M-35.41% | Reduce |
| FFERGUSON PLC NEW |
| 1.77% | 3.24% | $2.4M | 23,133 | $5.7M | 51,414 | -28,281-55.01% | Reduce |
