1st Quarter 2022

St. James Investment Company 4/08/2022
East72 Holdings4/07/2022VWAGY AU1.AX
Vltava Fund4/08/2022ABG CE KLAC
Comus Investments4/10/2022
Palm Valley Capital Fund4/10/2022HTLD PLPC MLR
Moon Capital4/10/2022GOOG MLNK LGIH GRBK
Richie Capital Group4/11/2022CCRD NXST SEDG
Merion Road Capital4/11/2022FERG PTON SPWH
Leaven Partners4/15/2022
Cooper Investors Global Equity Fund (Hedged)4/15/2022CTAS SMCYY HOCPY
Cooper Investors Global Equity Fund (Unhedged)4/15/2022CTAS SMCYY HOCPY
Wedgewood Partners Large Cap Focused Growth4/15/2022FB PYPL
Worm Capital4/15/2022TSLA SPOT
FMI All Cap Equity4/15/2022CSL KMX
FMI International Equity4/15/2022SDXAY GRG.L
FMI Large Cap Equity4/15/2022CSL KMX
FMI Small Cap Equity4/15/2022SKX NVT
Madison Dividend Income Fund4/16/2022BKR EOG ADM NUE
Madison Investors Fund4/16/2022
Madison Mid Cap Fund4/16/2022THO
Madison Small Cap Fund4/16/2022
Heartland Mid Cap Value Fund4/16/2022NXST ABC PPG
Heartland Value Fund4/16/2022RDN CCS COLD
Heartland Value Plus Fund4/16/2022
Blue Tower Asset Management4/16/2022
Smead Value Fund4/16/2022
Miller/Howard Investments4/17/2022
Distillate Capital4/17/2022
Wasatch Core Growth Fund4/18/2022
Wasatch Micro Cap Fund4/18/2022GDYN KRNT PRPL ITCI HLLY SLP
Wasatch Micro Cap Value Fund4/18/2022
Wasatch Small Cap Growth Fund4/18/2022KRNT MEDP GDYN HQY ITCI EEFT
Wasatch Small Cap Value Fund4/18/2022
Wasatch Ultra Growth Fund4/18/2022
LRT Capital4/18/2022PSA
L1 Capital Long Short Fund4/18/2022
L1 International Capital Fund4/18/2022
Oakmark Fund4/18/2022AMZN EFX GPN PINS PHM CRM
Oakmark Global Fund4/18/2022BAYRY GLNCY PROSY GM CS
Oakmark Global Select Fund4/18/2022
Oakmark International Fund4/18/2022
Oakmark Select Fund4/18/2022
Oakmark International Small Cap Fund4/18/2022
Old West Capital Management4/19/2022BG
Laughing Water Capital4/19/2022CSPLF HMHC THRY TACT
Headwaters Capital4/19/2022NOTV
Third Avenue International Real Estate Value Fund4/19/2022
Third Avenue Real Estate Value Fund4/19/2022APTS UHAL GRI.LDHI
Third Avenue Small-Cap Value Fund4/19/2022
Third Avenue Value Fund4/19/2022
Upslope Capital Management4/19/2022BWXT NSKFF CMGMF SLGN
Akre Focus Fund4/20/2022
Alger Mid Cap Focus Fund4/20/2022PLAN BKR SITE NEOG CFLT
Alger Small Cap Focus Fund4/20/2022HQY CHX PDCE NTRA CRYX SMAR
Alger Spectra Fund4/20/2022ABBV CRWD BKR SHOP AMD NTRA
Alger Weatherbie Specialized Growth Fund4/20/2022CLB APR CHGG NTRA FSV SWIM
Whitebrook Capital4/20/2022
Rowan Street Capital4/20/2022SPOT FB TTD DOCU SHOP NFLX
RiverPark Large Growth4/21/2022NFLX NVDA TDOC
RiverPark Long/Short Opportunity Fund4/21/2022NFLX NVDA TDOC
Longleaf Partners Fund4/21/2022
Longleaf Partners Global Fund4/21/2022
Longleaf Partners International Fund4/21/2022
Longleaf Partners Small-Cap Fund4/21/2022
Baron Health Care Fund4/21/2022COO ANTM ABBV NVO RHHBY
Baron Real Estate Fund4/21/2022MTN PSA BX GDS LVS MSGE
Pzena Investment Management4/21/2022
Diamond Hill Small Cap Fund4/21/2022RHP ERII JOUT RCKY
Baron Discovery Fund4/23/2022ACC AXON GTLS GTLB
Ensemble Fund4/23/2022GOOGL CMG
Hoisington Investment Management4/23/2022
Carillon Eagle Mid Cap Growth Fund4/23/2022
Carillon Eagle Small Cap Growth Fund4/23/2022
Greenlight Capital4/23/2022GRBK BHF INSW RYAAY SNX SWN WFRD
NZS Capital4/23/2022
Bernzott Capital Advisors4/23/2022HALO HCI MP LPRO VNOM CMP
Bronte Capital4/23/2022HLF
Arch Capital Fund4/23/2022SPOT WIX
O'Keefe Stevens4/23/2022EAF NMRK INTC DFIN
Nelson Capital4/23/2022
Artisan International Value Fund4/23/2022INGVF DANOY ACGL ST GRMN
Artisan Mid Cap Fund4/23/2022ON WMS ZI CNHI NVST COO
Crestcat Capital4/24/2022
Alphyn Capital Management4/24/2022FRFHF AMZN EXXRF KKR LBRDA NPSNY W
Curreen Capital4/24/2022
Giverny Capital Asset Management4/24/2022FB KMX FIVE ERFSF AMZN IBP
Andvari Associates4/30/2022TOITF
Nordstern Capital4/30/2022THQQF IPMLF EVVTY STNE ARCH
Miller Income Strategy4/30/2022VALE QUAD HRB SDIG
Miller Opportunity Trust4/30/2022FTCH OVV FANG CLF FB HLF
Weitz Hickory Fund4/30/2022LBRDA KMX MKL AZO
Weitz Partners III Opportunity Fund4/30/2022
Weitz Partners Value Fund4/30/2022
Weitz Value Fund4/30/2022
Polen Capital - Focus Growth5/01/2022NFLX PYPL FB
Polen Capital - Global Growth5/01/2022NFLX PYPL SAP AMZN ALGN
Polen Capital - International Growth5/01/2022
Harding Loevner Emerging Markets Equity5/01/2022
Harding Loevner Global Equity5/01/2022ROK SBGSY DE
Harding Loevner Global Small Companies5/01/2022TCHBF KWS.L
Harding Loevner International Equity5/01/2022
Harding Loevner International Small Companies Equity5/01/2022
Epoch Investment Partners5/01/2022
Baron Asset Fund5/01/2022EPAM TFX CSGP FICO
Alta Fox Capital Management5/02/2022NGMS DSKE XPEL
Baron Small Cap Fund5/02/2022PGNY
Greystone Capital Management5/02/2022HMHC GOED CURN
Long Cast Advisers 5/06/2022CCRD DAIO
1 Main Capital Partners5/06/2022FIGS
Wedgewood Partners Focus SMID Cap5/06/2022AYI MMS TPL
Greenhaven Road Capital5/06/2022KKR PAR ESTC TDOC APPS
Polen Capital - Emerging Markets Growth5/06/2022TSM WZZAF
Polen Capital - International Small Company Growth5/06/2022
Polen Capital - U.S. Small Company Growth5/06/2022
Polen U.S. SMID Company Growth 5/06/2022BMBL FTCH HLNE
Cedar Creek Partners5/06/2022QUCT
Horizon Kinetics5/06/2022
Baron FinTech Fund5/06/2022EFX GLOB
Frontaura Global Frontier Fund LLC 5/06/2022
Tweedy Browne5/06/2022BZZUY KOYJF THO
Steel City Capital5/07/2022CVNA SCI ATEX LILA LSYN APM
Praetorian Capital 5/07/2022JOE
FPA Crescent Fund5/07/2022
FPA Queens Road Small Cap Value Fund5/07/2022
Aikya Funds5/07/2022
Tidefall Capital Management5/07/2022NFLX
Rondure Global5/18/2022
Saltlight Capital 5/18/2022
Bonsai Partners5/18/2022ESTC
Goehring & Rozencwajg5/25/2022
Saga Partners5/25/2022CVNA RDFN
Andaz Private Investments5/25/2022
Donville Kent Asset Management5/25/2022EHMEF GIVX.TO VHIBF CTSDF
Hayden Capital5/25/2022
FPA U.S. Core Equity Fund5/25/2022
Maran Capital Management5/25/2022
Bireme Capital5/25/2022NFLX CGEAF FB
Massif Capital5/26/2022CTTZF SMNEY LUCRF IVPAF AOIFF
Argosy Investors5/26/2022FB VZIO FSV STNE IS
Artko Capital5/26/2022GOED WS
Fund Name Date Stocks Mentioned

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