It could be anyone or everyone selling given how many winners 2021 has produced. I may have missed the "Calendar Q4" bit. I did remember hearing Q4.
I did catch the 10 million + cash you reference suggesting they generated a lot of cash in the quarter. Cash generation should be impressive if they run operations well given the amount of depreciation/amortization they take. Growth is going to consume some of that. If a sequential increase of say 3 million topline is going to cost them more than 1.5 million in cash for expanded AR.