Skylands Capital 13FHR Quarterly holdings report by institutional manager | SEC 2 Aug 21

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	Oct 31, 2018
Estimated average burden
hours per response:		23.8

COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
EMPOWER LTD	CL A COM	G3R39W102	554	55,350	SH		SOLE		35,350	0	20,000
ACCO BRANDS CORP	COM	00081T108	519	60,100	SH		SOLE		60,100	0	0
AMMO INC	COM	00175J107	5,620	574,050	SH		SOLE		574,050	0	0
ABBVIE INC	COM	00287Y109	552	4,900	SH		SOLE		4,900	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	7	50	SH		SOLE		50	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	5,192	44,525	SH		SOLE		38,525	0	6,000
ALPHABET INC	CAP STK CL C	02079K107	1,191	475	SH		SOLE		0	0	475
ALPHABET INC	CAP STK CL A	02079K305	10,866	4,450	SH		SOLE		3,700	0	750
AMAZON COM INC	COM	023135106	6,880	2,000	SH		SOLE		2,000	0	0
AMERCO	COM	023586100	3,463	5,875	SH		SOLE		5,075	0	800
AMERICAN TOWER CORP NEW	COM	03027X100	12,894	47,730	SH		SOLE		47,730	0	0
APPLE INC	COM	037833100	55,965	408,620	SH		SOLE		378,620	0	30,000
ARCH RESOURCES INC	CL A	03940R107	24,900	437,000	SH		SOLE		393,000	0	44,000
AVAYA HLDGS CORP	NOTE 2.250% 6/1	05351XAB7	584	500,000	SH		SOLE		500,000	0	0
BARRICK GOLD CORP	COM	067901108	4,601	222,500	SH		SOLE		222,500	0	0
BEACON ROOFING SUPPLY INC	COM	073685109	22,429	421,210	SH		SOLE		421,210	0	0
BENTLEY SYS INC	COM CL B	08265T208	13	200	SH		SOLE		200	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	2,093	5	SH		SOLE		0	0	5
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	3,099	11,150	SH		SOLE		11,150	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	1,474	22,600	SH		SOLE		22,600	0	0
BETTER CHOICE CO INC	COM	08771Y303	85	19,800	SH		SOLE		19,800	0	0
BLACKROCK INC	COM	09247X101	5,022	5,740	SH		SOLE		3,240	0	2,500
BOOT BARN HLDGS INC	COM	099406100	1,473	17,525	SH		SOLE		17,525	0	0
BOWMAN CONSULTING GROUP LTD	COM	103002101	834	60,200	SH		SOLE		60,200	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	13,413	202,220	SH		SOLE		202,220	0	0
BRUNSWICK CORP	COM	117043109	1,601	16,075	SH		SOLE		16,075	0	0
C3 AI INC	CL A	12468P104	188	3,000	SH		SOLE		3,000	0	0
CBOE GLOBAL MKTS INC	COM	12503M108	13,631	114,500	SH		SOLE		82,000	0	32,500
CME GROUP INC	COM	12572Q105	4,934	23,200	SH		SOLE		14,200	0	9,000
CSX CORP	COM	126408103	1,795	55,950	SH		SOLE		55,950	0	0
CASELLA WASTE SYS INC	CL A	147448104	1,879	29,625	SH		SOLE		29,625	0	0
CITIGROUP INC	COM NEW	172967424	12,786	180,725	SH		SOLE		180,725	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	13,740	178,700	SH		SOLE		173,700	0	5,000
COLUMBUS MCKINNON CORP N Y	COM	199333105	5,575	115,575	SH		SOLE		115,575	0	0
COMSCORE INC	COM	20564W105	1,676	335,170	SH		SOLE		210,170	0	125,000
CORE MARK HOLDING CO INC	COM	218681104	5	100	SH		SOLE		100	0	0
COUPANG INC	CL A	22266T109	836	20,000	SH		SOLE		20,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	55,247	283,175	SH		SOLE		283,175	0	0
CROWN CRAFTS INC	COM	228309100	3,423	460,755	SH		SOLE		310,755	0	150,000
CROWN HOLDINGS INC	COM	228368106	572	5,600	SH		SOLE		5,600	0	0
CUMMINS INC	COM	231021106	6	25	SH		SOLE		25	0	0
CYTOSORBENTS CORP	COM NEW	23283X206	13,379	1,772,000	SH		SOLE		1,602,000	0	170,000
DIDI GLOBAL INC	SPONSORED ADS	23292E108	283	20,000	SH		SOLE		20,000	0	0
DENNYS CORP	COM	24869P104	366	22,200	SH		SOLE		22,200	0	0
DESIGNER BRANDS INC	CL A	250565108	6,516	393,700	SH		SOLE		393,700	0	0
EAGLE MATERIALS INC	COM	26969P108	7,798	54,875	SH		SOLE		54,875	0	0
ENCORE WIRE CORP	COM	292562105	10,027	132,300	SH		SOLE		123,800	0	8,500
ENERSYS	COM	29275Y102	10,904	111,575	SH		SOLE		111,575	0	0
EXACT SCIENCES CORP	COM	30063P105	68	550	SH		SOLE		550	0	0
F M C CORP	COM NEW	302491303	23,629	218,380	SH		SOLE		215,380	0	3,000
FACEBOOK INC	CL A	30303M102	4,955	14,250	SH		SOLE		9,250	0	5,000
FATHOM HOLDINGS INC	COM	31189V109	1,874	57,157	SH		SOLE		57,157	0	0
FEDEX CORP	COM	31428X106	209	700	SH		SOLE		700	0	0
GATX CORP	COM	361448103	1,121	12,670	SH		SOLE		12,670	0	0
GENERAL DYNAMICS CORP	COM	369550108	140	750	SH		SOLE		750	0	0
GENERAL MTRS CO	COM	37045V100	42,987	726,500	SH		SOLE		721,500	0	5,000
GIBRALTAR INDS INC	COM	374689107	7,316	95,875	SH		SOLE		95,875	0	0
GLACIER BANCORP INC NEW	COM	37637Q105	961	17,450	SH		SOLE		17,450	0	0
GRAND CANYON ED INC	COM	38526M106	10,878	120,902	SH		SOLE		95,402	0	25,500
GRAPHIC PACKAGING HLDG CO	COM	388689101	5,717	315,150	SH		SOLE		315,150	0	0
GRAY TELEVISION INC	COM	389375106	6,476	276,750	SH		SOLE		276,750	0	0
GREENBRIER COS INC	NOTE 2.875% 2/0	393657AK7	1,764	1,650,000	SH		SOLE		1,650,000	0	0
GREENBRIER COS INC	COM	393657101	1,904	43,700	SH		SOLE		36,700	0	7,000
HACKETT GROUP INC	COM	404609109	752	41,725	SH		SOLE		41,725	0	0
HILLENBRAND INC	COM	431571108	7,494	170,000	SH		SOLE		170,000	0	0
HOME DEPOT INC	COM	437076102	64	200	SH		SOLE		200	0	0
IMMERSION CORP	COM	452521107	5,784	659,500	SH		SOLE		659,500	0	0
INSPERITY INC	COM	45778Q107	2,379	26,325	SH		SOLE		26,325	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	3,979	33,525	SH		SOLE		15,525	0	18,000
INVESCO QQQ TR	UNIT SER 1	46090E103	425	1,200	SH		SOLE		1,200	0	0
IRIDIUM COMMUNICATIONS INC	COM	46269C102	124	3,100	SH		SOLE		3,100	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	322	1,405	SH		SOLE		1,405	0	0
JPMORGAN CHASE & CO	COM	46625H100	9,834	63,225	SH		SOLE		63,225	0	0
JOINT CORP	COM	47973J102	34,235	407,950	SH		SOLE		407,950	0	0
LANDCADIA HOLDINGS III INC	COM CL A	51476H100	3,395	273,800	SH		SOLE		273,800	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	2,950	22,395	SH		SOLE		22,395	0	0
LOVESAC COMPANY	COM	54738L109	10,064	126,125	SH		SOLE		126,125	0	0
LULULEMON ATHLETICA INC	COM	550021109	693	1,900	SH		SOLE		1,900	0	0
MKS INSTRS INC	COM	55306N104	983	5,525	SH		SOLE		5,525	0	0
MP MATERIALS CORP	COM CL A	553368101	11,283	306,100	SH		SOLE		306,100	0	0
MARKETAXESS HLDGS INC	COM	57060D108	2,225	4,800	SH		SOLE		4,150	0	650
MARTIN MARIETTA MATLS INC	COM	573284106	3,910	11,115	SH		SOLE		11,115	0	0
MASTERCARD INC	CL A	57636Q104	511	1,400	SH		SOLE		1,400	0	0
MASTERCRAFT BOAT HLDGS INC	COM	57637H103	5,074	193,000	SH		SOLE		193,000	0	0
MATTHEWS INTL CORP	CL A	577128101	1,057	29,400	SH		SOLE		29,400	0	0
MCDONALDS CORP	COM	580135101	243	1,050	SH		SOLE		1,050	0	0
MICROSOFT CORP	COM	594918104	643	2,375	SH		SOLE		2,375	0	0
MUDRICK CAPITAL ACQU CORP II	COM CL A	62477L107	2,689	215,821	SH		SOLE		215,821	0	0
NCR CORP NEW	COM	62886E108	46	1,000	SH		SOLE		1,000	0	0
NVE CORP	COM NEW	629445206	703	9,500	SH		SOLE		9,500	0	0
NV5 GLOBAL INC	COM	62945V109	10,071	106,565	SH		SOLE		106,565	0	0
NAUTILUS INC	COM	63910B102	12,789	759,000	SH		SOLE		759,000	0	0
NEWMONT CORP	COM	651639106	1,434	22,625	SH		SOLE		22,625	0	0
NORDSON CORP	COM	655663102	143	650	SH		SOLE		650	0	0
NORFOLK SOUTHERN CORP	COM	655844108	15,700	59,155	SH		SOLE		59,155	0	0
NOVAGOLD RES INC	COM NEW	66987E206	1,761	219,800	SH		SOLE		219,800	0	0
NOVANTA INC	COM	67000B104	571	4,240	SH		SOLE		4,240	0	0
OSI SYSTEMS INC	COM	671044105	3,308	32,550	SH		SOLE		32,550	0	0
OCCIDENTAL PETE CORP	COM	674599105	8	248	SH		SOLE		248	0	0
OCCIDENTAL PETE CORP	*W EXP 08/03/202	674599162	0	29	SH		SOLE		0	0	29
ON SEMICONDUCTOR CORP	COM	682189105	4,262	111,350	SH		SOLE		111,350	0	0
OSHKOSH CORP	COM	688239201	25,274	202,775	SH		SOLE		202,775	0	0
OWENS CORNING NEW	COM	690742101	15,892	162,325	SH		SOLE		162,325	0	0
PLBY GROUP INC	COM	72814P109	4,515	116,100	SH		SOLE		116,100	0	0
PURE CYCLE CORP	COM NEW	746228303	1,189	86,000	SH		SOLE		86,000	0	0
QUEST RESOURCE HLDG CORP	COM NEW	74836W203	1,478	232,700	SH		SOLE		232,700	0	0
RAYMOND JAMES FINL INC	COM	754730109	393	3,025	SH		SOLE		3,025	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	6,998	82,025	SH		SOLE		82,025	0	0
REALOGY HLDGS CORP	COM	75605Y106	2,202	120,850	SH		SOLE		120,850	0	0
ROCKET COS INC	COM CL A	77311W101	484	25,000	SH		SOLE		25,000	0	0
ROGERS CORP	COM	775133101	2,642	13,157	SH		SOLE		13,157	0	0
ROTH CH ACQUISITION III CO	UNIT 02/26/2026	77867Q201	427	41,500	SH		SOLE		41,500	0	0
S&P GLOBAL INC	COM	78409V104	5,660	13,790	SH		SOLE		10,790	0	3,000
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	4,781	15,000	SH		SOLE		0	0	15,000
SPDR S&P 500 ETF TR	TR UNIT	78462F103	171	400	SH		SOLE		400	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	9,404	56,775	SH		SOLE		56,775	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	4,655	64,600	SH		SOLE		44,600	0	20,000
SHERWIN WILLIAMS CO	COM	824348106	300	1,100	SH		SOLE		1,100	0	0
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	82706C108	756	11,800	SH		SOLE		11,800	0	0
SMITH MICRO SOFTWARE INC	COM NEW	832154207	467	89,408	SH		SOLE		89,408	0	0
STERICYCLE INC	COM	858912108	529	7,400	SH		SOLE		7,400	0	0
TARGET CORP	COM	87612E106	169	700	SH		SOLE		700	0	0
TENNANT CO	COM	880345103	28	350	SH		SOLE		350	0	0
3M CO	COM	88579Y101	99	500	SH		SOLE		500	0	0
TOOTSIE ROLL INDS INC	COM	890516107	63	1,860	SH		SOLE		1,860	0	0
TRANSDIGM GROUP INC	COM	893641100	634	980	SH		SOLE		980	0	0
TUESDAY MORNING CORP	COM	89904V101	5,118	1,137,437	SH		SOLE		887,437	0	250,000
TWIN DISC INC	COM	901476101	1,217	85,547	SH		SOLE		85,547	0	0
TWITTER INC	COM	90184L102	5,230	76,000	SH		SOLE		49,500	0	26,500
ULTA BEAUTY INC	COM	90384S303	31	90	SH		SOLE		90	0	0
UNION PAC CORP	COM	907818108	63,878	290,445	SH		SOLE		270,445	0	20,000
UNITED PARCEL SERVICE INC	CL B	911312106	3,370	16,205	SH		SOLE		16,205	0	0
VERSO CORP	CL A	92531L207	10,418	588,600	SH		SOLE		368,600	0	220,000
VERTEX ENERGY INC	COM	92534K107	2,591	195,856	SH		SOLE		195,856	0	0
VIACOMCBS INC	CL B	92556H206	1,356	30,000	SH		SOLE		30,000	0	0
VICI PPTYS INC	COM	925652109	670	21,600	SH		SOLE		21,600	0	0
VISA INC	COM CL A	92826C839	15,297	65,420	SH		SOLE		55,420	0	10,000
VONTIER CORPORATION	COM	928881101	2,561	78,600	SH		SOLE		68,600	0	10,000
WABTEC	COM	929740108	5,810	70,600	SH		SOLE		70,600	0	0
WALGREENS BOOTS ALLIANCE INC	COM	931427108	2,385	45,325	SH		SOLE		45,325	0	0
WESTROCK CO	COM	96145D105	399	7,500	SH		SOLE		7,500	0	0
WHEELER REAL ESTATE INVT TR	COM NEW	963025705	1,047	207,000	SH		SOLE		207,000	0	0
WILLIAMS COS INC	COM	969457100	7,509	282,825	SH		SOLE		242,825	0	40,000
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	971378104	3,392	121,700	SH		SOLE		121,700	0	0
ZIX CORP	COM	98974P100	71	10,000	SH		SOLE		10,000	0	0

Skylands Capital 13F-HRQuarterly holdings report by institutional manager