| Issuer | % book | Business |
|---|
| $VFC · V F CORP | 26.2% | Apparel brands (Vans, The North Face, Timberland) |
| $YETI · YETI HLDGS INC | 21.5% | Premium coolers and drinkware |
| $BL · BLACKLINE INC | 16.7% | Financial-close and accounting automation software |
| $GXO · GXO LOGISTICS INCORPORATED | 14.0% | Contract logistics and warehousing |
| $CGNX · COGNEX CORP | 7.8% | Machine vision systems for factory automation |
| $PTLO · PORTILLOS INC | 6.0% | Chicago-style fast-casual restaurant chain |
| $EVH · EVOLENT HEALTH INC | 4.2% | Value-based specialty care management |
| $BRCC · BRC INC | 3.6% | Black Rifle Coffee Company (veteran-focused coffee brand) |