Instuitional Investor - Applied Fundamental Research, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Iac Inc.	IAC	507,340.486	$17,954,609	14.04%
2.	Gaming & Leisure Properties Inc.	GLPI	326,713	$15,734,498	12.3%
3.	Nomad Foods Ltd	NOMD	927,791	$15,568,333	12.17%
4.	Figs Inc.	FIGS	2,486,948	$15,394,208	12.04%
5.	Heidrick & Struggles International Inc	HSII	291,791	$12,929,250	10.11%