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CIK 0001961738 • 6 13F filings • May 13, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACV AUCTIONS INC | COM CL A | $18.4M | 3.5%Prev: 1.1% | 2,296,913 SH | Increased+1,680,723 SH |
| AIR LEASE CORP | CL A | $9.7M | 1.8%Prev: 4.0% | 151,059 SH | Decreased-196,605 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $3.4M | 0.6% | 23,000 SH | New |
| AMAZON COM INC | COM | $31.4M | 5.9%Prev: 7.8% | 135,898 SH | Decreased-61,574 SH |
| AMENTUM HOLDINGS INC | COM | $52.2M | 9.8%Prev: 7.1% | 1,800,992 SH | Increased+164,500 SH |
| BIO-TECHNE CORP | COM | $22.6M | 4.3%Prev: 2.3% | 384,335 SH | Increased+156,335 SH |
| BLOOM ENERGY CORP | COM CL A | $2.2M | 0.4% | 25,200 SH | New |
| CARPENTER TECHNOLOGY CORP | COM | $21.7M | 4.1%Prev: 4.5% | 68,947 SH | Decreased-32,753 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $6.9M | 1.3% | 187,712 SH | New |
| COGENT COMMUNICATIONS HLDGS | COM NEW | $399K | 0.1%Prev: 0.4% | 18,500 SH | Decreased-41,500 SH |
| CONSTELLATION ENERGY CORP | COM | $13.8M | 2.6%Prev: 1.6% | 39,198 SH | Increased+13,066 SH |
| DANAHER CORPORATION | COM | $39.7M | 7.5%Prev: 8.7% | 173,502 SH | Decreased-69,398 SH |
| ECHOSTAR CORP | CL A | $2.8M | 0.5% | 25,800 SH | New |
| EQUIFAX INC | COM | $16.0M | 3.0%Prev: 1.7% | 73,532 SH | Increased+37,432 SH |
| FLOOR & DECOR HLDGS INC | CL A | $13.6M | 2.6% | 222,964 SH | New |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $24.9M | 4.7%Prev: 4.9% | 303,912 SH | Decreased-60,356 SH |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $26.7M | 5.0%Prev: 4.2% | 507,159 SH | Increased+66,359 SH |
| ICON PLC | SHS | $9.5M | 1.8%Prev: 2.3% | 52,260 SH | Decreased-19,415 SH |
| INVESCO QQQ TR | UNIT SER 1 | $18.4M | 3.5% | 30,000 SH | New |
| IQVIA HLDGS INC | COM | $8.7M | 1.6%Prev: 1.5% | 38,600 SH | Increased-6,300 SH |
| ITRON INC | COM | $6.6M | 1.2%Prev: 3.9% | 70,971 SH | Decreased-101,229 SH |
| KBR INC | COM | $4.4M | 0.8%Prev: 0.9% | 110,000 SH | Decreased |
| NVIDIA CORPORATION | COM | $6.5M | 1.2% | 35,100 SH | New |
| OPTION CARE HEALTH INC | COM NEW | $15.6M | 2.9%Prev: 4.2% | 488,572 SH | Decreased-353,789 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $9.4M | 1.8% | 115,354 SH | New |
| RB GLOBAL INC | COM | $16.0M | 3.0%Prev: 1.9% | 155,996 SH | Increased+60,896 SH |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | $1.4M | 0.3% | 59,800 SH | New |
| SYNOPSYS INC | COM | $25.3M | 4.8%Prev: 3.8% | 53,830 SH | Increased+11,130 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $39.3M | 7.4%Prev: 8.8% | 67,800 SH | Decreased-32,670 SH |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $5.2M | 1.0%Prev: 2.2% | 44,135 SH | Decreased-126,841 SH |
| TRANSALTA CORP | COM | $53.4M | 10.0%Prev: 9.3% | 4,221,300 SH | Increased+459,300 SH |
| UNITY SOFTWARE INC | COM | $4.8M | 0.9%Prev: 1.7% | 108,588 SH | Decreased-126,070 SH |
| 13F-HR |
| 0001961738-26-000004 |
| $766.0M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001961738-25-000006 | $488.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001961738-26-000002 | $819.1M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001961738-25-000005 | $490.9M | View |