Bernzott Capital Advisors ($QUOT, $INOV, $HI, $TREE, $VRNT, $UPLD, $ORBC, $EPAY, $CRNC, $SPSC, $CGNT, $JIH). Carillon Eagle Small Cap Growth Fund ($RSI, $RBA, $EVBG, $FOLD, $PEGA, $ENTG, $GTLS, $LSTR, $SUM, $HZO). Carillon Eagle Mid Cap Growth Fund ($COHR, $LPLA, $URI, $HZNP, $PINS, $RNG, $PTON, $CRWD, $SPLK). Silver Ring Value Partners ($SFM, $DISCK, $CTHR). Alluvial Capital Management ($MMAC, $WHLR, $NUVR, CRAWA, $PIOE). Baron Opportunity Fund ($SPLK, $OPEN, $WDAY, $ARWR, $QS, $GOOG, $MSFT, $NOW). Maran Capital Management ($FREE, $TPB, $PCYO, $CLAR, $AOUT). Greenhaven Road Capital ($PAR, $ESTC, $KKR, $RICK, $APPS, $TWTR). Steel City Capital ($NWSA, $SIGA, $ATEX, $LSYN, $TRUP, $WDFC). Baron Health Care Fund ($PACB, $UNH, $CYRX, $BEAM, $DNLI, $BHVN, $ARWR, $BBIO, $ICLR). Old West Investment Management ($RFL, $IDT). Madison Small Cap Fund ($HYFM, $AWI, $SUM, $HAIN). Baron Discovery Fund ($ICHR, $MEG, $DSP, $AFIB, $EVBG, $KNSL, $SILK, $PING, $TRIP, $SAIL, $QLYS). White Brook Capital ($FSLR, $ITRI, $DISCA, $BRMK, $ALK, $YEXT, $CNDT). Greystone Capital Management ($PW, $SHSP, $HIL, $THRY, $RMNI, $PLBY). Laughing Water Capital ($PAR, $ITI, $RMNI). 1 Main Capital ($GOOG, $KKR, $LMB, $RICK, $LGIH, $W). Cooper Investors Global Equities Fund (Hedged) ($APG, $ATVI, $CME, $CERN). Longleaf Partners Small-Cap Fund ($FWONK, $PCH, $MAT, $RLGY, $ESRT). Longleaf Partners International Fund ($FRFHF, $BIDU). First Eagle Investment Management ($CL, $SLB, $ORCL, $TDC, $DE, $XOM). Baron Asset Fund ($IT, $TECH, $TRIP, $SCHW, $CDW, $GWRE, $CDAY, $VRSK, $RNG, $CSGP, $EPAM). Summers Value Partners ($ELMD, $EGRX, $NOTV). Ensemble Capital ($ISRG, $MASI, $SCHW, $COST, $HD, $FAST, $FRC, $GOOG, $RACE). RiverPark Large Growth Fund ($SCHW, $BKNG, $UNH, $SQ, $Z, $SNOW, $FTCH). Alger Weatherbie Specialized Growth Fund ($PCTY, $NVRO, $ACAD, $SBNY, $UPST). Longleaf Partners Fund ($LUMN, $AMG, $CNX, $GE, $MGM, $CNHI, $FRFHF). Alger Spectra Fund ($GOOG, $MSFT, $NXPI, $SSYS, $AAPL, $AMZN, $QCOM, $INTC). 
Alger Small Cap Focus Fund ($AVLR, $BIGC, $BLI, $TECH, $CYRX, $SHAK).Upslope Capital Management ($FCN, $EVR).Alger Mid Cap Focus Fund ($PLAN, $CHPT, $EH, $MGNI, $DKNG, $MSTR).Stewart Asset Management ($AAPL, $MTCH).Fiduciary Management’s Small Cap Equity ($NSIT, $FLS).Fiduciary Management’s International Equity ($LYG, $FMS, $SLB, $ACN).Fiduciary Management’s All Cap Equity ($MAS, $MU).Argosy Investors ($KAR, $GO, $RRTS, $DFH, $RGLD).Wedgewood Partners ($EW, $AAPL, $EA, $V, $CPRT, $GOOG, $TSCO, $CDW, $MSI, $BKNG, $ODFL, $SBUX).Oakmark Equity and Income Fund ($CRM, $HUM, $FISV, $FB).Oakmark Global Fund ($GD, $SAP, $RYCEY).Oakmark Global Select Fund ($CS, $DMLRY).
Richie Capital Group ($NXST, $FREE, $VMD, $MSCI, $MKTX, $SEDG). Alphyn Capital Management ($CFX, $TREB, $OCAB, $LBRDA, $KKR). Merion Road Capital Management ($TUEM, $RCKY, $FNF). Palm Valley Capital ($SSRM, $CRI, $PTVCB, $CRD.B, $PSLV, $SCHL). Del Principe O’Brien Financial Advisors ($AVGO, $DISCA, $BIIB). We will be sharing Q1 2021 hedge fund investor letters in this article.
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