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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 | $4.9M | 0.8%Prev: 0.8% | 61,918 SH | Increased+254 SH |
| AMERICAN HOMES 4 RENT | CS | $4.6M | 0.8%Prev: 0.9% | 143,470 SH | Decreased-14,611 SH |
| AUTOZONE INC | CS | $29.3M | 4.8%Prev: 6.4% | 8,626 SH | Decreased-246 SH |
| AXALTA COATING SYS LTD | CS | $7.4M | 1.2%Prev: 1.1% | 228,528 SH | Increased+174 SH |
| BRUNSWICK CORP | CS | $26.6M | 4.4%Prev: 3.9% | 358,559 SH | Increased-4,822 SH |
| CIENA CORP | CS | $42.0M | 6.9%Prev: 4.6% | 179,584 SH | Increased-5,368 SH |
| CLEAN HARBORS INC | CS | $49.3M | 8.1%Prev: 8.4% | 210,239 SH | Decreased-3,872 SH |
| CONSTRUCTION PARTNERS INC COM | CS | $5.6M | 0.9%Prev: 0.8% | 51,382 SH | Increased+14,208 SH |
| CRH PLC ORD | CS | $40.6M | 6.7%Prev: 6.8% | 325,057 SH | Increased-9,389 SH |
| DELL TECHNOLOGIES INC | CS | $9.6M | 1.6% | 76,242 SH | New |
| DIAMONDBACK ENERGY INC | CS | $7.6M | 1.2%Prev: 2.5% | 50,361 SH | Decreased-53,755 SH |
| DYCOM INDS INC | CS | $22.7M | 3.7%Prev: 3.3% | 67,253 SH | Increased+15 SH |
| EAGLE MATERIALS INC | CS | $5.6M | 0.9%Prev: 1.1% | 26,950 SH | Decreased+11 SH |
| FB FINL CORP | CS | $13.7M | 2.3%Prev: 2.0% | 246,271 SH | Increased+34,873 SH |
| FIRST HORIZON NATL CORP | CS | $17.7M | 2.9% | 739,938 SH | New |
| GRANITE CONSTR INC | CS | $7.2M | 1.2%Prev: 1.2% | 62,216 SH | Increased+213 SH |
| HARROW INC COM | CS | $4.5M | 0.7% | 91,123 SH | New |
| HEALTHEQUITY INC | CS | $23.7M | 3.9%Prev: 4.4% | 259,134 SH | Decreased-12,934 SH |
| I3 VERTICALS INC COM CL A | CS | $15.0M | 2.5%Prev: 3.3% | 595,109 SH | Decreased-14,833 SH |
| ISHARES TR RUSSELL 3000 | ETF | $1.6M | 0.3% | 4,049 SH | New |
| KIRBY CORP | CS | $32.8M | 5.4%Prev: 6.2% | 298,053 SH | Decreased-143,304 SH |
| KNIGHT SWIFT TRANSN HLDGS INC | CS | $9.6M | 1.6%Prev: 1.3% | 184,146 SH | Increased-5,263 SH |
| LKQ CORP | CS | $39.3M | 6.5%Prev: 5.6% | 1,300,831 SH | Increased+212,009 SH |
| LOUISIANA PAC CORP | CS | $3.4M | 0.6%Prev: 0.6% | 42,615 SH | Decreased+15 SH |
| MASCO CORP | CS | $15.0M | 2.5%Prev: 2.9% | 236,225 SH | Decreased-7,881 SH |
| PINNACLE FINL PARTNERS INC | CS | $39.7M | 6.5%Prev: 5.1% | 416,090 SH | Increased+97,040 SH |
| PROGRESSIVE CORP OHIO | CS | $12.0M | 2.0%Prev: 2.6% | 52,709 SH | Decreased-10,577 SH |
| RB GLOBAL INC COM NPV | CS | $22.6M | 3.7%Prev: 2.2% | 220,127 SH | Increased+102,004 SH |
| RUSH ENTERPISES INC | CS | $5.9M | 1.0%Prev: 1.2% | 109,403 SH | Decreased-20,665 SH |
| SOMNIGROUP INTERNATIONAL INC C | CS | $37.9M | 6.2%Prev: 6.2% | 424,601 SH | Increased-11,754 SH |
| SPDR SER TR SPDR BLOOMBERG | ETF | $37.6M | 6.2%Prev: 9.2% | 411,463 SH | Decreased-183,508 SH |
| STONEX GROUP INC COM | CS | $11.8M | 1.9%Prev: 2.1% | 124,321 SH | Decreased+404 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 |