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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 | $5.8M | 1.0%Prev: 1.4% | 62,146 SH | Decreased-60,531 SH |
| AMERICAN HOMES 4 RENT | CS | $3.9M | 0.6%Prev: 0.7% | 138,630 SH | Decreased+33,025 SH |
| AUTOZONE INC | CS | $28.0M | 4.6%Prev: 6.1% | 8,301 SH | Decreased-1,129 SH |
| BRUNSWICK CORP | CS | $25.6M | 4.2% | 351,872 SH | New |
| CIENA CORP | CS | $24.6M | 4.0%Prev: 3.2% | 63,487 SH | Increased-246,068 SH |
| CLEAN HARBORS INC | CS | $58.7M | 9.6%Prev: 6.5% | 204,716 SH | Increased+11,669 SH |
| CONSTRUCTION PARTNERS INC COM | CS | $5.7M | 0.9%Prev: 0.8% | 51,564 SH | Increased-12,055 SH |
| CRH PLC ORD | CS | $35.0M | 5.7%Prev: 5.3% | 332,550 SH | Increased-24,285 SH |
| DELL TECHNOLOGIES INC | CS | $12.3M | 2.0% | 75,110 SH | New |
| DIAMONDBACK ENERGY INC | CS | $9.8M | 1.6%Prev: 3.0% | 49,307 SH | Decreased-61,503 SH |
| DYCOM INDS INC | CS | $23.2M | 3.8%Prev: 0.7% | 68,478 SH | Increased+41,279 SH |
| EAGLE MATERIALS INC | CS | $5.1M | 0.8%Prev: 1.6% | 27,102 SH | Decreased-15,591 SH |
| FB FINL CORP | CS | $12.8M | 2.1%Prev: 1.6% | 247,040 SH | Increased+46,786 SH |
| FIRST HORIZON NATL CORP | CS | $15.9M | 2.6% | 698,869 SH | New |
| GENERAC HLDGS INC | CS | $13.1M | 2.1% | 66,910 SH | New |
| GRANITE CONSTR INC | CS | $7.5M | 1.2% | 62,392 SH | New |
| HARROW INC COM | CS | $5.9M | 1.0% | 168,731 SH | New |
| HEALTHEQUITY INC | CS | $21.0M | 3.4% | 251,361 SH | New |
| I3 VERTICALS INC COM CL A | CS | $11.7M | 1.9% | 522,821 SH | New |
| ISHARES TR RUSSELL 3000 | ETF | $641K | 0.1%Prev: 0.1% | 1,730 SH | Increased+166 SH |
| KIRBY CORP | CS | $38.7M | 6.3%Prev: 7.0% | 291,138 SH | Decreased-115,011 SH |
| KNIGHT SWIFT TRANSN HLDGS INC | CS | $28.2M | 4.6%Prev: 2.2% | 489,388 SH | Increased+198,933 SH |
| LKQ CORP | CS | $40.7M | 6.7%Prev: 6.9% | 1,384,808 SH | Decreased+427,078 SH |
| LOUISIANA PAC CORP | CS | $3.1M | 0.5%Prev: 0.7% | 42,853 SH | Decreased-2,211 SH |
| MASCO CORP | CS | $13.6M | 2.2%Prev: 3.1% | 224,965 SH | Decreased-38,873 SH |
| PINNACLE FINL PARTNERS INC COM | CS | $34.7M | 5.7% | 402,273 SH | New |
| PROGRESSIVE CORP OHIO | CS | $10.0M | 1.6%Prev: 4.7% | 50,627 SH | Decreased-47,311 SH |
| RB GLOBAL INC COM NPV | CS | $20.3M | 3.3%Prev: 4.6% | 212,254 SH | Decreased-56,098 SH |
| RUSH ENTERPISES INC | CS | $12.9M | 2.1%Prev: 2.4% | 195,326 SH | Decreased-73,509 SH |
| SOMNIGROUP INTERNATIONAL INC C | CS | $30.2M | 4.9%Prev: 4.7% | 408,561 SH | Increased-56,795 SH |
| SPDR SER TR SPDR BLOOMBERG | ETF | $37.6M | 6.1%Prev: 12.8% | 409,762 SH | Decreased-407,504 SH |
| STONEX GROUP INC COM | CS | $15.1M | 2.5%Prev: 1.7% | 187,045 SH | Increased+55,899 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 |