Advance Auto Parts (AAP): Settlement with Third Point & recent significant changes

Holley (HLLY): Recent significant changes

GMS Inc. (GMS): Successful roll-up strategy; Solid FCF

RumbleON (RMBL): Niche powersports retailer; Significant changes

Lakeland Industries (LAKE): Niche protective clothing business; Executive Chairman wants to replicate the success of Transcat

Silk Road Medical (SILK): Recent significant changes

Weave communications (WEAV): Software for SMB healthcare vertical; Recent significant changes; Solid growth & balance sheet

The Beauty Health Company (SKIN): New CEO appointment: Current situation could be a temporary turbulence; Significant changes

Inogen (INGN): Depressed valuation; Exit of a competitor provides major opportunity

Parks! America, Inc. (OTC: PRKA): An interesting activist letter

Children's Place (PLCE): Key learnings

Shoals Technologies Group (SHLS): Recent price crash

XPEL, Inc. (XPEL): Price crash

DXC Technology (DXC): Recent changes

SolarWinds Corporation (SWI): Voss Capital sees potential upside