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CIK 0001633703 • 6 13F filings • May 8, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACUSHNET HOLDINGS CORP | CS | $8.4M | 1.4% | 122,677 SH | |
| AMERICAN HOMES 4 RENT | CS | $4.0M | 0.7% | 105,605 SH | |
| AUTOZONE INC | CS | $36.0M | 6.1% | 9,430 SH | |
| AXALTA COATING SYS LTD | CS | $8.0M | 1.4% | 241,781 SH | |
| BERRY GLOBAL GROUP INC COM | CS | $28.7M | 4.9% | 411,548 SH | |
| CIENA CORP | CS | $18.7M | 3.2% | 309,555 SH | |
| CLEAN HARBORS INC | CS | $38.0M | 6.5% | 193,047 SH | |
| CONSTRUCTION PARTNERS INC COM | CS | $4.6M | 0.8% | 63,619 SH | |
| CRH PLC ORD | CS | $31.4M | 5.3% | 356,835 SH | |
| DIAMONDBACK ENERGY INC | CS | $17.7M | 3.0% | 110,810 SH | |
| DYCOM INDS INC | CS | $4.1M | 0.7% | 27,199 SH | |
| EAGLE MATERIALS INC | CS | $9.5M | 1.6% | 42,693 SH | |
| FB FINL CORP | CS | $9.3M | 1.6% | 200,254 SH | |
| GRAPHIC PACKAGING HLDG CO | CS | $22.5M | 3.8% | 867,642 SH | |
| ISHARES TR RUSSELL 3000 | ETF | $497K | 0.1% | 1,564 SH | |
| KIRBY CORP | CS | $41.0M | 7.0% | 406,149 SH | |
| KNIGHT SWIFT TRANSN HLDGS INC | CS | $12.6M | 2.2% | 290,455 SH | |
| LKQ CORP | CS | $40.7M | 6.9% | 957,730 SH | |
| LOUISIANA PAC CORP | CS | $4.1M | 0.7% | 45,064 SH | |
| MASCO CORP | CS | $18.3M | 3.1% | 263,838 SH | |
| NORTHERN OIL AND GAS INC MN CO | CS | $6.3M | 1.1% | 209,454 SH | |
| PINNACLE FINL PARTNERS INC | CS | $36.2M | 6.2% | 341,706 SH | |
| PRIMORIS SVCS CORP | CS | $4.0M | 0.7% | 69,499 SH | |
| PROGRESSIVE CORP OHIO | CS | $27.7M | 4.7% | 97,938 SH | |
| RB GLOBAL INC COM NPV | CS | $26.9M | 4.6% | 268,352 SH | |
| RUSH ENTERPISES INC | CS | $14.4M | 2.4% | 268,835 SH | |
| SOMNIGROUP INTERNATIONAL INC C | CS | $27.9M | 4.7% | 465,356 SH | |
| SPDR SER TR SPDR BLOOMBERG | ETF | $75.0M | 12.8% | 817,266 SH | |
| STONEX GROUP INC COM | CS | $10.0M | 1.7% | 131,146 SH |
| 13F-HR |
| 0001633703-26-000010 |
| $701.8M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001633703-25-000007 | $581.7M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001633703-26-000007 | $611.4M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001633703-25-000005 | $586.8M | View |