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CIK 0001633703 • 6 13F filings • May 8, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AUTOZONE INC | CS | $21.0M | 3.0%Prev: 5.8% | 6,582 SH | Decreased-2,445 SH |
| BRUNSWICK CORP | CS | $30.9M | 4.4%Prev: 2.5% | 366,273 SH | Increased+105,877 SH |
| CIENA CORP | CS | $22.9M | 3.3%Prev: 5.3% | 46,777 SH | Decreased-331,331 SH |
| CLEAN HARBORS INC | CS | $49.8M | 7.1%Prev: 8.6% | 166,534 SH | Decreased-51,098 SH |
| CONSTRUCTION PARTNERS INC COM | CS | $6.6M | 0.9%Prev: 1.1% | 55,366 SH | Increased-5,414 SH |
| CRH PLC ORD | CS | $35.9M | 5.1%Prev: 5.4% | 335,850 SH | Increased-4,333 SH |
| DELL TECHNOLOGIES INC | CS | $30.5M | 4.3% | 70,617 SH | New |
| DIAMONDBACK ENERGY INC | CS | $8.7M | 1.2%Prev: 2.5% | 49,700 SH | Decreased-56,168 SH |
| DYCOM INDS INC | CS | $27.9M | 4.0%Prev: 1.9% | 55,105 SH | Increased+9,944 SH |
| EAGLE MATERIALS INC | CS | $6.1M | 0.9%Prev: 0.9% | 27,092 SH | Increased-196 SH |
| FB FINL CORP | CS | $9.5M | 1.4%Prev: 1.5% | 172,500 SH | Increased-19,181 SH |
| GENERAC HLDGS INC | CS | $20.0M | 2.8% | 68,264 SH | New |
| GRANITE CONSTR INC | CS | $12.2M | 1.7% | 77,058 SH | New |
| HARROW INC COM | CS | $3.9M | 0.6% | 91,409 SH | New |
| HEALTHEQUITY INC | CS | $31.2M | 4.4%Prev: 2.3% | 345,390 SH | Increased+218,473 SH |
| I3 VERTICALS INC COM CL A | CS | $4.8M | 0.7%Prev: 1.1% | 223,881 SH | Decreased-10,821 SH |
| KIRBY CORP | CS | $39.8M | 5.7%Prev: 9.5% | 292,564 SH | Decreased-193,671 SH |
| KNIGHT SWIFT TRANSN HLDGS INC | CS | $42.7M | 6.1%Prev: 2.1% | 548,785 SH | Increased+270,849 SH |
| LKQ CORP | CS | $19.1M | 2.7%Prev: 5.8% | 727,020 SH | Decreased-185,268 SH |
| LOUISIANA PAC CORP | CS | $5.4M | 0.8%Prev: 0.6% | 68,586 SH | Increased+25,448 SH |
| MARTEN TRANS LTD | CS | $13.2M | 1.9% | 758,634 SH | New |
| MASCO CORP | CS | $16.4M | 2.3%Prev: 2.8% | 202,155 SH | Increased-47,589 SH |
| PINNACLE FINL PARTNERS INC COM | CS | $43.4M | 6.2% | 430,655 SH | New |
| POOL CORPORATION | CS | $24.6M | 3.5% | 114,637 SH | New |
| PROGRESSIVE CORP OHIO | CS | $11.2M | 1.6%Prev: 3.0% | 51,116 SH | Decreased-13,306 SH |
| RB GLOBAL INC COM NPV | CS | $25.9M | 3.7%Prev: 3.3% | 222,228 SH | Increased+40,866 SH |
| RUSH ENTERPISES INC | CS | $10.5M | 1.5%Prev: 1.2% | 144,300 SH | Increased+13,459 SH |
| SITEONE LANDSCAPE SUPPLY INC | CS | $8.6M | 1.2% | 75,475 SH | New |
| SOMNIGROUP INTERNATIONAL INC C | CS | $32.4M | 4.6%Prev: 5.2% | 412,964 SH | Increased-31,679 SH |
| SPDR SER TR SPDR BLOOMBERG | ETF | $51.5M | 7.3%Prev: 7.8% | 562,486 SH | Increased+64,760 SH |
| SSNC TECHNOLOGIES HLDGS INC | CS | $20.8M | 3.0% | 335,218 SH | New |
| STONEX GROUP INC COM | CS | $14.3M | 2.0%Prev: 2.0% | 120,677 SH | Increased-4,856 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 |