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CIK 0001559771 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKLINE INC | COM | $23.2M | 7.1% | 827,619 SH | New |
| BRC INC | COM CL A | $15.5M | 4.7%Prev: 5.0% | 13,935,560 SH | Decreased+400,000 SH |
| COGNEX CORP | COM | $24.6M | 7.5% | 339,000 SH | New |
| EVOLENT HEALTH INC | CL A | $30.2M | 9.2%Prev: 18.4% | 5,563,912 SH | Decreased-290,556 SH |
| EVOLENT HEALTH INC | NOTE 3.500%12/0 | $4.2M | 1.3% | 5,500,000 PRN | New |
| FRESHPET INC | COM | $28.7M | 8.8%Prev: 11.8% | 484,741 SH | Decreased-134,389 SH |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | $49.9M | 15.3%Prev: 12.2% | 984,769 SH | Increased+87,769 SH |
| PORTILLOS INC | COM CL A | $16.3M | 5.0%Prev: 15.8% | 3,442,990 SH | Decreased-1,388,921 SH |
| V F CORP | COM | $75.4M | 23.1%Prev: 17.8% | 4,521,894 SH | Increased-895,474 SH |
| YETI HLDGS INC | COM | $59.2M | 18.1%Prev: 19.1% | 1,194,095 SH | Decreased-968,423 SH |
| 13F-HR |
| 0000921895-26-002154 |
| $327.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000921895-25-002274 | $357.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000921895-26-001375 | $303.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000921895-25-001519 | $392.2M | View |