Sunriver Management LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$495.7M

Holdings

17

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (17 positions)

#StockSharesValue% PortfolioType
1
BMBLBUMBLE INC
1,324,474$00.00%
2
RPAYREPAY HLDGS CORP
3,609,020$00.00%
3
SONOSONOS INC
1,008,773$00.00%
4
SSNCSS&C TECHNOLOGIES HLDGS INC
645,982$00.00%
5
DGDOLLAR GEN CORP NEW
152,979$00.00%
6
NEWREURNEW RELIC INC
676,584$00.00%
7
LDOSLEIDOS HOLDINGS INC
94,247$00.00%
8
RCM1USDR1 RCM INC
2,276,936$00.00%
9
IASINTEGRAL AD SCIENCE HLDNG CO
1,576,852$00.00%
10
TTWOTAKE-TWO INTERACTIVE SOFTWAR
125,164$00.00%
11
PFGCPERFORMANCE FOOD GROUP CO
750,697$00.00%
12
DNBDUN & BRADSTREET HLDGS INC
3,718,217$00.00%
13
VRRMVERRA MOBILITY CORP
1,285,277$00.00%
14
EVTCEVERTEC INC
783,701$00.00%
15
FISVFISERV INC
173,767$00.00%
16
BOXBOX INC
1,316,087$00.00%
17
NABLN-ABLE INC
1,328,396$00.00%