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CIK 0001909147 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGCO CORP | COM | $9.7M | 3.9%Prev: 4.2% | 93,100 SH | Increased+18,000 SH |
| ARCBEST CORP | COM | $3.0M | 1.2% | 40,000 SH | New |
| CHAMPION HOMES INC | COM | $11.1M | 4.5%Prev: 3.2% | 130,774 SH | Increased+51,274 SH |
| CNH INDL N V | SHS | $2.1M | 0.9%Prev: 1.1% | 231,900 SH | Increased+37,900 SH |
| EPAM SYS INC | COM | $18.4M | 7.4%Prev: 7.4% | 89,700 SH | Increased-3,600 SH |
| FLEX LTD | ORD | $23.5M | 9.5%Prev: 12.3% | 388,850 SH | Increased-15,000 SH |
| INSEEGO CORP | COM NEW | $2.2M | 0.9% | 215,160 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $80.6M | 32.6% | 1,000,000 SH | New |
| JABIL INC | COM | $9.6M | 3.9%Prev: 6.1% | 42,100 SH | Decreased-11,600 SH |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | $2.6M | 1.1% | 50,000 SH | New |
| NEXTPOWER INC | CLASS A COM | $13.2M | 5.3% | 151,000 SH | New |
| NICE LTD | SPONSORED ADR | $16.2M | 6.5%Prev: 4.2% | 142,900 SH | Increased+88,100 SH |
| ON SEMICONDUCTOR CORP | COM | $3.1M | 1.3% | 58,000 SH | New |
| PAYPAL HLDGS INC | COM | $7.8M | 3.2%Prev: 15.2% | 133,319 SH | Decreased-297,700 SH |
| RXO INC | COMMON STOCK | $1.3M | 0.5% | 102,500 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.8M | 0.7% | 40,000 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $4.3M | 1.7% | 100,000 SH | New |
| SMARTRENT INC | COM CL A | $11.4M | 4.6%Prev: 4.0% | 5,635,657 SH | Increased+298,998 SH |
| TUTOR PERINI CORP | COM | $2.3M | 0.9% | 34,000 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $6.7M | 2.7%Prev: 7.4% | 41,591 SH | Decreased-51,600 SH |
| WAYSTAR HLDG CORP | COM | $13.2M | 5.3%Prev: 1.6% | 402,300 SH | Increased+322,600 SH |
| WILLSCOT HLDGS CORP | COM CL A | $3.1M | 1.3% | 165,000 SH | New |
| 13F-HR |
| 0001892688-26-000117 |
| $212.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001892688-25-000147 | $193.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001892688-26-000074 | $158.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001892688-25-000114 | $186.9M | View |