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CIK 0002007407 • 8 13F filings • May 15, 2025 – Aug 19, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADIENT PLC | ORD SHS | $691K | 0.6% | 36,041 SH | New |
| ASCENT INDUSTRIES CO | COM | $1.7M | 1.4%Prev: 1.3% | 103,489 SH | Increased+3,040 SH |
| ATI INC | COM | $3.3M | 2.7%Prev: 1.2% | 28,410 SH | Increased+13,060 SH |
| AVERY DENNISON CORP | COM | $1.6M | 1.3% | 8,880 SH | New |
| BEL FUSE INC | CL B | $3.1M | 2.6%Prev: 3.2% | 18,537 SH | Decreased-4,950 SH |
| BRIGHTVIEW HLDGS INC | COM | $1.3M | 1.0%Prev: 1.3% | 100,482 SH | Decreased |
| BROOKFIELD RENEWABLE CORP | CL A EX SUB VTG | $1.7M | 1.4% | 43,276 SH | New |
| BRUKER CORP | COM | $2.6M | 2.2%Prev: 1.7% | 56,130 SH | Increased+3,690 SH |
| CACI INTL INC | CL A | $3.2M | 2.6%Prev: 2.9% | 5,948 SH | Increased |
| CANTALOUPE INC | COM | $1.3M | 1.0%Prev: 1.2% | 117,739 SH | Increased |
| CECO ENVIRONMENTAL CORP | COM | $2.9M | 2.4%Prev: 3.7% | 47,884 SH | Decreased-26,360 SH |
| CHEFS WHSE INC | COM | $1.5M | 1.2%Prev: 1.4% | 23,818 SH | Increased |
| CIVITAS RESOURCES INC | COM NEW | $1.5M | 1.2%Prev: 1.7% | 55,080 SH | Decreased |
| COLUMBIA BKG SYS INC | COM | $4.0M | 3.3%Prev: 3.6% | 143,065 SH | Increased |
| COMMERCIAL METALS CO | COM | $2.7M | 2.3%Prev: 2.0% | 39,510 SH | Increased+4,630 SH |
| CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | $2.3M | 1.9%Prev: 2.2% | 118,830 SH | Increased+12,910 SH |
| COOPER COS INC | COM | $2.8M | 2.3%Prev: 1.8% | 34,620 SH | Increased+7,790 SH |
| CORE & MAIN INC | CL A | $2.4M | 2.0%Prev: 2.5% | 46,850 SH | Decreased |
| COUSINS PPTYS INC | COM NEW | $3.2M | 2.6%Prev: 3.5% | 123,351 SH | Decreased |
| EAST WEST BANCORP INC | COM | $1.9M | 1.6% | 17,135 SH | New |
| ENERPAC TOOL GROUP CORP | CL A COM | $1.1M | 0.9%Prev: 1.2% | 29,398 SH | Decreased |
| FIRST HORIZON CORPORATION | COM | $4.1M | 3.4%Prev: 3.5% | 170,926 SH | Increased+14,000 SH |
| FLOWSERVE CORP | COM | $3.6M | 3.0%Prev: 3.2% | 51,924 SH | Increased-9,335 SH |
| GIBRALTAR INDS INC | COM | $2.5M | 2.1%Prev: 2.2% | 51,533 SH | Increased+15,955 SH |
| GRANITE CONSTR INC | COM | $1.2M | 1.0%Prev: 1.1% | 10,644 SH | Increased |
| HAEMONETICS CORP MASS | COM | $2.5M | 2.1%Prev: 1.5% | 31,381 SH | Increased+457 SH |
| HANOVER INS GROUP INC | COM | $1.8M | 1.5%Prev: 2.0% | 9,704 SH | Decreased-1,444 SH |
| HASBRO INC | COM | $1.6M | 1.3%Prev: 2.2% | 19,490 SH | Decreased-10,110 SH |
| INTL GNRL INSURANCE HLDNGS L | SHS | $465K | 0.4% | 18,524 SH | New |
| KILROY RLTY CORP | COM | $1.9M | 1.6% | 50,815 SH | New |
| LAKELAND INDS INC | COM | $1.5M | 1.2%Prev: 2.2% | 166,061 SH | Decreased+10,705 SH |
| LAMB WESTON HLDGS INC | COM | $1.8M | 1.5%Prev: 2.4% | 42,940 SH | Decreased |
| LANTHEUS HLDGS INC | COM | $2.0M | 1.6%Prev: 1.4% | 29,699 SH | Increased+2,475 SH |
| LIMBACH HLDGS INC | COM | $2.2M | 1.8%Prev: 1.4% | 28,511 SH | Increased+14,169 SH |
| LSI INDS INC OHIO | COM | $2.6M | 2.2%Prev: 3.3% | 143,604 SH | Decreased |
| MAMAS CREATIONS INC | COM | $2.6M | 2.1%Prev: 2.7% | 191,023 SH | Decreased-74,567 SH |
| MKS INC. | COM | $3.8M | 3.2%Prev: 3.8% | 24,015 SH | Decreased-7,475 SH |
| MODINE MFG CO | COM | $2.1M | 1.7%Prev: 2.7% | 15,575 SH | Decreased-4,200 SH |
| NCR VOYIX CORPORATION | COM | $1.7M | 1.4%Prev: 2.0% | 165,509 SH | Decreased |
| NOMAD FOODS LTD | USD ORD SHS | $1.8M | 1.5%Prev: 1.8% | 141,590 SH | Decreased |
| NORTHERN OIL & GAS INC | COM | $1.3M | 1.1%Prev: 1.5% | 60,830 SH | Decreased |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $2.2M | 1.8% | 98,647 SH | New |
| OPTION CARE HEALTH INC | COM NEW | $2.3M | 1.9%Prev: 1.9% | 70,861 SH | Increased |
| OSHKOSH CORP | COM | $3.1M | 2.6%Prev: 3.2% | 25,055 SH | Decreased |
| PROCORE TECHNOLOGIES INC | COM | $599K | 0.5% | 8,236 SH | New |
| RADNET INC | COM | $1.3M | 1.1%Prev: 1.3% | 18,332 SH | Decreased+700 SH |
| SAMSARA INC | COM CL A | $1.7M | 1.4% | 47,846 SH | New |
| SHARKNINJA INC | COM SHS | $1.5M | 1.3% | 13,720 SH | New |
| SLB LIMITED | COM STK | $1.6M | 1.3% | 42,152 SH | New |
| STANDARDAERO INC | COM | $2.3M | 1.9%Prev: 0.4% | 81,491 SH | Increased+66,291 SH |
| SYNAPTICS INC | COM | $1.3M | 1.1%Prev: 1.0% | 17,352 SH | Increased+2,300 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.4M | 2.0% | 7,828 SH | New |
| TIC SOLUTIONS INC | COM | $920K | 0.8% | 91,004 SH | New |
| TTM TECHNOLOGIES INC | COM | $1.3M | 1.1%Prev: 2.3% | 19,550 SH | Decreased-21,990 SH |
| VIEMED HEALTHCARE INC | COM | $1.3M | 1.1%Prev: 0.7% | 173,970 SH | Increased+64,961 SH |
| VITAL FARMS INC | COM | $2.1M | 1.7% | 64,693 SH | New |
| VSE CORP | COM | $2.9M | 2.4%Prev: 2.8% | 16,608 SH | Decreased-815 SH |
| YUM CHINA HLDGS INC | COM | $2.7M | 2.2% | 56,360 SH | New |
| 13F-HR |
| 0000919574-26-005565 |
| $155.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004865 | $93.7M | View |
| Aug 19, 2026 | Q1 2026 | 13F-HR/A | 0000919574-26-005617 | $128.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003125 | $88.9M | View |