Ophir Asset Management Pty Ltd Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$549.0B

Holdings

30

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (30 positions)

#StockSharesValue% PortfolioType
1
LRNSTRIDE INC
860,750$36.2B6.59%
2
HQYHEALTHEQUITY INC
528,400$35.5B6.47%
3
MODVQMODIVCARE INC
310,833$31.0B5.64%
4
CALXCALIX INC
493,219$30.2B5.49%
5
FCNFTI CONSULTING INC
177,808$29.5B5.37%
6
JJSFJ & J SNACK FOODS CORP
222,105$28.8B5.24%
7
RCM1USDR1 RCM INC
1,486,243$27.5B5.02%
8
GMEDGLOBUS MED INC
419,514$25.0B4.55%
9
INMDINMODE LTD
735,015$21.4B3.90%
10
PSTGPURE STORAGE INC
764,103$20.9B3.81%
11
CRUSCIRRUS LOGIC INC
300,077$20.6B3.76%
12
NVEINUVEI CORPORATION
517,935$19.3B3.52%
13
AYXEURALTERYX INC
342,969$19.2B3.49%
14
ICFIICF INTL INC
175,019$19.1B3.48%
15
GTLSCHART INDUSTRIES INC
93,247$17.2B3.13%
16
XPOFXPONENTIAL FITNESS INC
912,923$16.7B3.04%
17
BOXBOX INC
668,808$16.3B2.97%
18
AELUSDAMERICAN EQUITY INVT LIFE HL
431,134$16.1B2.93%
19
TMDXTRANSMEDICS GROUP INC
379,592$15.8B2.89%
20
ONTOONTO INNOVATION INC
239,253$15.3B2.79%
21
EXTREXTREME NETWORKS INC
1,135,637$14.8B2.70%
22
THRYTHRYV HLDGS INC
530,884$12.1B2.21%
23
WOWWIDEOPENWEST INC
928,317$11.4B2.07%
24
HROWHARROW HEALTH INC
857,232$10.3B1.88%
25
TYLTYLER TECHNOLOGIES INC
27,734$9.6B1.76%
26
MODNEURMODEL N INC
232,841$8.0B1.45%
27
NOTVINOTIV INC
435,190$7.3B1.34%
28
ASTHAPOLLO MED HLDGS INC
140,845$5.5B1.00%
29
INVNIDENTIV INC
380,837$4.8B0.87%
30
RDVTRED VIOLET INC
206,736$3.6B0.65%