Just a comment about Paragon portfolio. Upon further review of the holdings identified within the filing for Paragon it is quite impressive to see the quality of the companies they hold in the portfolio. POET kind of sticks out as somewhat small in comparison to most of the other names.
Nodrog16
https://www.sec.gov/Archives/edgar/data/1569765/000156976522000002/xslForm13F_X01/form13fInfoTable.xml