Turtle Creek Asset Management Inc.

Company Share, %
JELD-WEN Holding, Inc. JELD-WEN Holding, Inc. 19.46
Cogent Communications Holdings, Inc. Cogent Communications Holdings, Inc. 9.37
Encore Capital Group Encore Capital Group 9.14
ATS Corporation 7.74
Brunswick Brunswick 5.5
WillScot Mobile Mini Holdings Corp. WillScot Mobile Mini Holdings Corp. 4.8
BRP Inc. BRP Inc. 4.72
Celanese Celanese 4.67
Berry Global Group, Inc. Berry Global Group, Inc. 3.43
ArcBest Corporation ArcBest Corporation 2.51
TFI International Inc. TFI International Inc. 2.22
Lulu's Fashion Lounge Holdings, Inc. Lulu's Fashion Lounge Holdings, Inc. 2

Category Quantity
Industrials 6
Consumer Discretionary 2
Telecom 1
Financials 1
Materials 1
Consumer Cyclical 1