Topline Capital Management, LLC

**Topline Capital Management, LLC** manages $1.1B across a concentrated portfolio of 49 positions. The fund exhibits significant conviction in select names, with its top holdings including S at $114.2M and NUTX at $111.2M. Further notable allocations include DV ($96.7M), FRSH ($76.2M), and NRDS ($71.2M). This structure suggests a high-conviction, bottom-up approach targeting outsized returns within its chosen sectors.

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