Skylands Capital 13FHR Quarterly holdings report by institutional manager | SEC 4 May 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
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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
ALTIMETER GROWTH CORP	CL A	G0370L108	117	10,000	SH		SOLE		10,000	0	0
ACCO BRANDS CORP	COM	00081T108	1,012	119,915	SH		SOLE		119,915	0	0
AMMO INC	COM	00175J107	3,071	518,681	SH		SOLE		518,681	0	0
ABBVIE INC	COM	00287Y109	714	6,600	SH		SOLE		6,600	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	785	10,000	SH		SOLE		10,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	6	50	SH		SOLE		50	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	6,229	61,125	SH		SOLE		51,125	0	10,000
ALPHABET INC	CAP STK CL C	02079K107	983	475	SH		SOLE		0	0	475
ALPHABET INC	CAP STK CL A	02079K305	10,622	5,150	SH		SOLE		4,400	0	750
AMAZON COM INC	COM	023135106	6,343	2,050	SH		SOLE		2,050	0	0
AMERCO	COM	023586100	2,420	3,950	SH		SOLE		3,950	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	13,555	56,700	SH		SOLE		56,700	0	0
APPLE INC	COM	037833100	49,488	405,145	SH		SOLE		374,145	0	31,000
ARCH RESOURCES INC	CL A	03940R107	18,395	442,184	SH		SOLE		387,184	0	55,000
ASURE SOFTWARE INC	COM	04649U102	254	33,200	SH		SOLE		33,200	0	0
AVAYA HLDGS CORP	NOTE 2.250% 6/1	05351XAB7	771	625,000	SH		SOLE		625,000	0	0
BARRICK GOLD CORP	COM	067901108	4,788	241,800	SH		SOLE		241,800	0	0
BEACON ROOFING SUPPLY INC	COM	073685109	23,329	445,885	SH		SOLE		445,885	0	0
BENTLEY SYS INC	COM CL B	08265T208	9	200	SH		SOLE		200	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	2,314	6	SH		SOLE		0	0	6
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	4,458	17,450	SH		SOLE		17,450	0	0
BERRY GLOBAL GROUP INC	COM	08579W103	946	15,400	SH		SOLE		15,400	0	0
BLACKROCK INC	COM	09247X101	4,950	6,565	SH		SOLE		3,315	0	3,250
BOOT BARN HLDGS INC	COM	099406100	1,324	21,250	SH		SOLE		21,250	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	13,486	213,620	SH		SOLE		213,620	0	0
BRUNSWICK CORP	COM	117043109	1,733	18,175	SH		SOLE		18,175	0	0
C3 AI INC	CL A	12468P104	198	3,000	SH		SOLE		3,000	0	0
CBOE GLOBAL MKTS INC	COM	12503M108	12,386	125,500	SH		SOLE		83,000	0	42,500
CME GROUP INC	COM	12572Q105	5,657	27,700	SH		SOLE		15,700	0	12,000
CSX CORP	COM	126408103	1,798	18,650	SH		SOLE		18,650	0	0
CASELLA WASTE SYS INC	CL A	147448104	1,915	30,125	SH		SOLE		30,125	0	0
CITIGROUP INC	COM NEW	172967424	13,348	183,475	SH		SOLE		183,475	0	0
COGENT COMMUNICATIONS HLDGS	COM NEW	19239V302	15,751	229,075	SH		SOLE		209,075	0	20,000
COLUMBUS MCKINNON CORP N Y	COM	199333105	4,121	78,100	SH		SOLE		78,100	0	0
COMSCORE INC	COM	20564W105	861	235,370	SH		SOLE		135,370	0	100,000
CORE MARK HOLDING CO INC	COM	218681104	4	100	SH		SOLE		100	0	0
COUPANG INC	CL A	22266T109	987	20,000	SH		SOLE		20,000	0	0
CROWN CASTLE INTL CORP NEW	COM	22822V101	54,181	314,770	SH		SOLE		314,770	0	0
CROWN CRAFTS INC	COM	228309100	3,217	416,134	SH		SOLE		266,134	0	150,000
CROWN HOLDINGS INC	COM	228368106	543	5,600	SH		SOLE		5,600	0	0
CRYOPORT INC	COM PAR $0.001	229050307	588	11,300	SH		SOLE		6,300	0	5,000
CUMMINS INC	COM	231021106	6	25	SH		SOLE		25	0	0
CYTOSORBENTS CORP	COM NEW	23283X206	13,690	1,577,200	SH		SOLE		1,407,200	0	170,000
DENNYS CORP	COM	24869P104	402	22,200	SH		SOLE		22,200	0	0
DESIGNER BRANDS INC	CL A	250565108	7,520	432,200	SH		SOLE		432,200	0	0
EAGLE MATERIALS INC	COM	26969P108	7,766	57,775	SH		SOLE		57,775	0	0
ENCORE WIRE CORP	COM	292562105	10,150	151,200	SH		SOLE		128,200	0	23,000
ENERSYS	COM	29275Y102	9,650	106,275	SH		SOLE		106,275	0	0
ENVESTNET INC	COM	29404K106	209	2,900	SH		SOLE		1,400	0	1,500
EXACT SCIENCES CORP	COM	30063P105	72	550	SH		SOLE		550	0	0
F M C CORP	COM NEW	302491303	22,877	206,825	SH		SOLE		205,575	0	1,250
FACEBOOK INC	CL A	30303M102	5,567	18,900	SH		SOLE		12,900	0	6,000
FATHOM HOLDINGS INC	COM	31189V109	1,731	47,243	SH		SOLE		47,243	0	0
FEDEX CORP	COM	31428X106	199	700	SH		SOLE		700	0	0
GATX CORP	COM	361448103	1,219	13,145	SH		SOLE		13,145	0	0
GENERAL DYNAMICS CORP	COM	369550108	154	850	SH		SOLE		850	0	0
GENERAL MTRS CO	COM	37045V100	41,713	725,950	SH		SOLE		720,950	0	5,000
GIBRALTAR INDS INC	COM	374689107	5,575	60,925	SH		SOLE		60,925	0	0
GLACIER BANCORP INC NEW	COM	37637Q105	996	17,450	SH		SOLE		17,450	0	0
GRAND CANYON ED INC	COM	38526M106	6,316	58,977	SH		SOLE		41,477	0	17,500
GRAPHIC PACKAGING HLDG CO	COM	388689101	4,505	248,100	SH		SOLE		248,100	0	0
GRAY TELEVISION INC	COM	389375106	6,112	332,150	SH		SOLE		332,150	0	0
GREENBRIER COS INC	NOTE 2.875% 2/0	393657AK7	1,794	1,650,000	SH		SOLE		1,650,000	0	0
GREENBRIER COS INC	COM	393657101	1,809	38,300	SH		SOLE		38,300	0	0
HILLENBRAND INC	COM	431571108	8,328	174,550	SH		SOLE		174,550	0	0
HOME DEPOT INC	COM	437076102	61	200	SH		SOLE		200	0	0
IMMERSION CORP	COM	452521107	5,030	525,000	SH		SOLE		512,500	0	12,500
INSPERITY INC	COM	45778Q107	2,418	28,875	SH		SOLE		28,875	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	4,124	36,925	SH		SOLE		18,925	0	18,000
INVESCO QQQ TR	UNIT SER 1	46090E103	447	1,400	SH		SOLE		1,400	0	0
IRIDIUM COMMUNICATIONS INC	COM	46269C102	128	3,100	SH		SOLE		3,100	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	482	2,180	SH		SOLE		2,180	0	0
JPMORGAN CHASE & CO	COM	46625H100	9,800	64,375	SH		SOLE		64,375	0	0
JOINT CORP	COM	47973J102	21,157	437,400	SH		SOLE		437,400	0	0
LINCOLN ELEC HLDGS INC	COM	533900106	2,753	22,395	SH		SOLE		22,395	0	0
LOVESAC COMPANY	COM	54738L109	8,111	143,300	SH		SOLE		143,300	0	0
MKS INSTRS INC	COM	55306N104	1,052	5,675	SH		SOLE		5,675	0	0
MP MATERIALS CORP	COM CL A	553368101	9,160	254,800	SH		SOLE		254,800	0	0
MADISON SQUARE GRDN SPRT COR	CL A	55825T103	359	2,000	SH		SOLE		2,000	0	0
MARKETAXESS HLDGS INC	COM	57060D108	2,066	4,150	SH		SOLE		4,150	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	3,749	11,165	SH		SOLE		11,165	0	0
MASTERCARD INC	CL A	57636Q104	516	1,450	SH		SOLE		1,450	0	0
MASTERCRAFT BOAT HLDGS INC	COM	57637H103	5,556	208,950	SH		SOLE		208,950	0	0
MCDONALDS CORP	COM	580135101	280	1,250	SH		SOLE		1,250	0	0
MICHAELS COS INC	COM	59408Q106	6,445	293,760	SH		SOLE		293,760	0	0
MICROSOFT CORP	COM	594918104	560	2,375	SH		SOLE		2,375	0	0
NCR CORP NEW	COM	62886E108	38	1,000	SH		SOLE		1,000	0	0
NVE CORP	COM NEW	629445206	904	12,900	SH		SOLE		12,900	0	0
NV5 GLOBAL INC	COM	62945V109	9,906	102,575	SH		SOLE		102,575	0	0
NAUTILUS INC	COM	63910B102	11,516	736,300	SH		SOLE		736,300	0	0
NEWMONT CORP	COM	651639106	1,748	29,000	SH		SOLE		29,000	0	0
NORDSON CORP	COM	655663102	129	650	SH		SOLE		650	0	0
NORFOLK SOUTHERN CORP	COM	655844108	13,911	51,805	SH		SOLE		51,805	0	0
NOVAGOLD RES INC	COM NEW	66987E206	1,883	214,900	SH		SOLE		214,900	0	0
NOVANTA INC	COM	67000B104	757	5,740	SH		SOLE		5,740	0	0
OSI SYSTEMS INC	COM	671044105	1,672	17,400	SH		SOLE		17,400	0	0
OCCIDENTAL PETE CORP	COM	674599105	7	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	4,642	111,550	SH		SOLE		111,550	0	0
OSHKOSH CORP	COM	688239201	25,129	211,775	SH		SOLE		211,775	0	0
OWENS CORNING NEW	COM	690742101	17,053	185,175	SH		SOLE		185,175	0	0
PLBY GROUP INC	COM	72814P109	1,802	92,000	SH		SOLE		92,000	0	0
PURE CYCLE CORP	COM NEW	746228303	1,212	90,338	SH		SOLE		90,338	0	0
QUEST RESOURCE HLDG CORP	COM NEW	74836W203	914	234,300	SH		SOLE		234,300	0	0
RAYMOND JAMES FINL INC	COM	754730109	395	3,225	SH		SOLE		3,225	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	6,813	88,175	SH		SOLE		88,175	0	0
REALOGY HLDGS CORP	COM	75605Y106	1,922	127,050	SH		SOLE		127,050	0	0
ROCKET COS INC	COM CL A	77311W101	577	25,000	SH		SOLE		25,000	0	0
ROGERS CORP	COM	775133101	2,476	13,157	SH		SOLE		13,157	0	0
ROTH CH ACQUISITION III CO	UNIT 02/26/2026	77867Q201	471	47,125	SH		SOLE		47,125	0	0
S&P GLOBAL INC	COM	78409V104	7,714	21,860	SH		SOLE		15,860	0	6,000
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	4,302	15,500	SH		SOLE		0	0	15,500
SPDR S&P 500 ETF TR	TR UNIT	78462F103	159	400	SH		SOLE		400	0	0
SPDR GOLD TRUST	GOLD SHS	78463V107	6,942	43,400	SH		SOLE		43,400	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	4,884	69,900	SH		SOLE		44,900	0	25,000
SHERWIN WILLIAMS CO	COM	824348106	775	3,150	SH		SOLE		3,150	0	0
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	82706C108	597	10,050	SH		SOLE		10,050	0	0
SNAP INC	CL A	83304A106	523	10,000	SH		SOLE		10,000	0	0
SPIRIT AIRLS INC	COM	848577102	212	5,752	SH		SOLE		5,752	0	0
STERICYCLE INC	COM	858912108	1,502	22,250	SH		SOLE		12,250	0	10,000
SUNDIAL GROWERS INC	COM	86730L109	28	25,000	SH		SOLE		25,000	0	0
TARGET CORP	COM	87612E106	158	800	SH		SOLE		800	0	0
TENNANT CO	COM	880345103	595	7,450	SH		SOLE		7,450	0	0
3M CO	COM	88579Y101	96	500	SH		SOLE		500	0	0
TILRAY INC	COM CL 2	88688T100	314	13,800	SH		SOLE		13,800	0	0
TRANSDIGM GROUP INC	COM	893641100	576	980	SH		SOLE		980	0	0
TRISTATE CAP HLDGS INC	COM	89678F100	883	38,300	SH		SOLE		38,300	0	0
TWIN DISC INC	COM	901476101	812	84,938	SH		SOLE		84,938	0	0
TWITTER INC	COM	90184L102	4,893	76,900	SH		SOLE		56,900	0	20,000
ULTA BEAUTY INC	COM	90384S303	28	90	SH		SOLE		90	0	0
UNION PAC CORP	COM	907818108	62,684	284,395	SH		SOLE		265,395	0	19,000
UNITED PARCEL SERVICE INC	CL B	911312106	3,129	18,405	SH		SOLE		18,405	0	0
VERSO CORP	CL A	92531L207	8,043	551,300	SH		SOLE		341,300	0	210,000
VIACOMCBS INC	CL B	92556H206	1,353	30,000	SH		SOLE		30,000	0	0
VICI PPTYS INC	COM	925652109	878	31,100	SH		SOLE		31,100	0	0
VISA INC	COM CL A	92826C839	14,995	70,820	SH		SOLE		59,820	0	11,000
VONTIER CORPORATION	COM	928881101	2,425	80,100	SH		SOLE		72,600	0	7,500
WABTEC	COM	929740108	4,324	54,625	SH		SOLE		52,625	0	2,000
WALGREENS BOOTS ALLIANCE INC	COM	931427108	3,342	60,875	SH		SOLE		60,875	0	0
WESTROCK CO	COM	96145D105	401	7,700	SH		SOLE		7,700	0	0
WILLIAMS COS INC	COM	969457100	7,723	326,000	SH		SOLE		286,000	0	40,000
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	971378104	2,636	95,000	SH		SOLE		95,000	0	0
WYNN RESORTS LTD	COM	983134107	627	5,000	SH		SOLE		5,000	0	0
ZIX CORP	COM	98974P100	76	10,000	SH		SOLE		10,000	0	0

Skylands Capital 13F-HRQuarterly holdings report by institutional manager