All operating companies

As of May 2023

Active

2020 Innovation
Aevcor
AquaVita
Arizona College of Allied Health
Arven Capital Partners
Ascend Software
AspenRidge Recovery
Auronix
Axero
Banyan
BEX Realty
BP Logix
Calyx Senior Living
CCD
Central Storage & Warehouse
Clariti
Colcharter I.P.S.
Concierge Plus
Constellant
ConsumerAffairs
Darcy Partners
Datacor
Discover Health
Discovery Senior Living
dotCMS
dSd Partners
Dynamic Growth Dental Support
ECP
Eleven Software
Elios Media
Emporos
Ennoble Care
eRequester
Espyr
ETU
EvoText
Falcon Critical Care Transport
Flint Group
Fraxion
Gastro Center of MD
Halsey Health
HigherMe
HousingWire
i4pro
Icon
Infosel
IntellaTriage
IS Entrega
JDXpert
Kantola
Legna Software
Lightwave Dental Management
Management One
másLabor
maxRTE
Mercury Roadways
Meridian Title Corporation
Meternet
Montis Financial
National Center for Faculty Development & Diversity
NeoAssist
Neul Capital
Newbury Franklin
NovoPath
Octapus
Omatic
OneShield
Pacific Fertility Center Los Angeles
Page Vault
Performio
Prelude Dynamics
QMC Telecom
Quick Soft
Radiation Detection Company
Raisin
Revive Salon & Spa
Salvavidas Cardio
ServantPC Resources
Shandy Clinic
Spanish Schoolhouse
Stoque
Sullab Diagnósticos
TaskRay
Tecnología en Cuentas por Cobrar
The Carolina Center
The Nearshore Company
TopQuadrant
Transifex
Triyam
VIMANA
Virtual OfficeWare Healthcare Solutions
Vitana Pediatric & Orthodontic Partners
Waverock

Exited

Aegis Treatment Center
AlphaCredit
American Security
Answer1
Avea
B.N.I.
Chronus
Circle Graphics
Circle Surrogacy
Cleo
D2C Brands
DataFusion
Destination Pet
Discovia
Echosec
Elevated Billing Solutions
Ethos Risk Services
FastSpring
FieldEdge
Griswold Home Care
Inspired eLearning
Little Sprouts
Morningside
n2
OnRamp
Out of Home America
PEC Safety
Productive Access
ProPoint Solutions
Raptor Technologies
RIA in a Box
Richmond Alarm
Scottish American
Trumpet Behavioral Health
Utility Cloud
Vector Disease Control International
Worldwide Security
Yoforia

Past performance is not indicative of future returns. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list.