List of Covered Companies


Optimize Rx: OPRX

OPRX is a digital health messaging platform via electronic health records (EHRs), providing a direct channel for pharmaceutical companies to communicate with healthcare providers.  The company's cloud-based solution supports patient adherence to medications by providing real-time access to financial assistance, prior authorization, education and critical clinical information. OPRX's network is comprised of leading EHR platforms and provides more than half of the ambulatory healthcare providers access to these benefits within their workflow at the point of care.  The company's quarterly revenue growth rate has been at least 73% YoY for the past 5 quarters. 

Medexus Pharmaceuticals: PDDPF

Medexus, formerly Pediapharm Inc., has a history in pediatric care, distributing specialty pharmaceutical products into the Canadian market. These are medicines used to treat pathological conditions that mainly affect children from infancy to eighteen (18) years of age. However, due to two major and recent acquisitions, which closed Oct. 16th, 2018, the company has expanded its suite of specialty pharmaceutical products to include treatment for Rheumatoid Arthritis, autoimmune diseases and pediatric arthritis, among other indications.  

BioDelivery Sciences: BDSI

BioDelivery Sciences International, Inc., a specialty pharmaceutical company, engages in the development and commercialization of pharmaceutical products principally in the areas of pain management and addiction. The company provides its products based on its patented BioErodible MucoAdhesive drug delivery technology, a small erodible polymer film for application to the buccal mucosa, as well as other drug delivery technologies. It offers BELBUCA, a buprenorphine buccal film for the treatment of chronic pain; BUNAVAIL, a buprenorphine and naloxone buccal film for the treatment of opioid dependence; and ONSOLIS, a fentanyl buccal soluble film to treat breakthrough pain in opioid patients with cancer.  The company is enjoying YoY revenue growth of over 20% and moving closer to EBITDA breakeven.  BELBUCA continues to gain favor with healthcare providers as the industry works to find a less-addictive solution to alleviating chronic pain.

AstroNova: ALOT

AstroNova is a multi-national enterprise that leverages its proprietary data visualization technologies to design, develop, manufacture, distribute and service a broad range of products that acquire, store, analyze and present data in multiple formats. The company organizes its structure around a core set of competencies, including research and development, manufacturing, service, marketing and distribution. It markets and sells its products and services through the following two segments: (i) Product Identification and (ii) Test & Measurement (T&M).  The company is a micro-cap but now has established growing operations around the world reflected by deriving 37% of its revenue last quarter from outside the USA.  With the real potential for $150 Mil in revenue and $20 Mil in EBITDA for next fiscal year, we believe the shares are undervalued at current levels (approx. $20/share).

NV5 Global: NVEE

NV5 Global is a provider of professional and technical engineering and consulting solutions to public and private sector clients. NVEE focuses on the infrastructure, energy, construction, real estate, and environmental markets. The company primarily focuses on the following business service verticals: construction quality assurance, infrastructure, energy, program management, and environmental solutions.  The company's primary clients include U.S. federal, state, municipal, and local government agencies, and military and defense clients. The company also serves quasi-public and private sector clients from the education, healthcare, energy, and public utilities, including schools, universities, hospitals, health care providers, insurance providers, large utility service providers, and large to small energy producers.