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CIK 0001684868 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AERCAP HOLDINGS NV | SHS | $17.3M | 6.7%Prev: 5.2% | 120,000 SH | Increased-2,257 SH |
| ALPHABET INC | CL A | $6.9M | 2.7% | 22,000 SH | New |
| APPLIED DIGITAL CORP | COM | $1.5M | 0.6% | 59,900 SH | New |
| BBB FOODS INC | CL A COM | $25.0M | 9.7%Prev: 7.0% | 750,000 SH | Increased+13,231 SH |
| BILL HOLDINGS INC | COM | $4.3M | 1.6%Prev: 4.3% | 78,000 SH | Decreased-152,500 SH |
| CAMECO CORP | COM | $4.2M | 1.6% | 46,230 SH | New |
| CARDINAL INFRASTRUCTURE GROUP | CL A | $3.2M | 1.2% | 131,000 SH | New |
| CARVANA CO | CL A | $2.5M | 1.0%Prev: 5.8% | 6,000 SH | Decreased-37,456 SH |
| CENTERPOINT ENERGY INC | COM | $13.2M | 5.1%Prev: 2.8% | 345,000 SH | Increased+138,900 SH |
| CIPHER MINING INC | COM | $1.1M | 0.4% | 71,800 SH | New |
| CITIGROUP INC | COM | $4.9M | 1.9% | 42,000 SH | New |
| COMFORT SYSTEMS USA INC | COM | $7.0M | 2.7% | 7,500 SH | New |
| COMPASS INC | CL A | $11.2M | 4.3%Prev: 1.5% | 1,062,000 SH | Increased+550,000 SH |
| CONSTRUCTION PARTNERS INC | COM CL A | $20.1M | 7.7%Prev: 5.5% | 185,000 SH | Increased+63,026 SH |
| FLOWSERVE CORP | COM | $3.9M | 1.5% | 56,000 SH | New |
| HAMILTON LANE INC | CL A | $6.7M | 2.6% | 50,000 SH | New |
| LEGENCE CORP | CL A | $24.1M | 9.3% | 559,000 SH | New |
| MAREX GROUP PLC | ORD | $7.3M | 2.8%Prev: 3.9% | 190,900 SH | Decreased-139,219 SH |
| META PLATFORMS INC | CL A | $11.2M | 4.3% | 16,971 SH | New |
| NU HOLDINGS LTD | CL A | $6.6M | 2.5%Prev: 3.7% | 393,000 SH | Decreased-269,796 SH |
| PPL CORP | COM | $7.0M | 2.7% | 200,000 SH | New |
| QXO INC | COM | $6.9M | 2.7%Prev: 6.0% | 358,000 SH | Decreased-537,954 SH |
| STEPSTONE GROUP INC | COM CL A | $8.3M | 3.2%Prev: 2.9% | 130,000 SH | Increased+3,000 SH |
| STERLING INFRASTRUCTURE INC | COM | $3.2M | 1.2% | 10,333 SH | New |
| TALEN ENERGY CORP | COM | $28.9M | 11.1%Prev: 12.7% | 77,000 SH | Decreased-7,338 SH |
| TERAWULF INC | COM | $5.0M | 1.9% | 437,500 SH | New |
| VISTRA CORP | COM | $17.7M | 6.8%Prev: 5.9% | 110,000 SH | Increased+24,818 SH |
| 13F-HR |
| 0001385642-26-000008 |
| $364.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001385642-25-000009 | $331.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001385642-26-000003 | $293.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001385642-25-000004 | $276.7M | View |