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CIK 0002007407 • 8 13F filings • May 15, 2025 – Aug 19, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARIS WATER SOLUTIONS INC | CLASS A COM | $586K | 0.7% | 18,283 SH | |
| BEL FUSE INC | CL B | $2.5M | 2.8% | 33,211 SH | |
| BRIGHTVIEW HLDGS INC | COM | $1.2M | 1.4% | 97,153 SH | |
| BRUKER CORP | COM | $1.8M | 2.0% | 42,880 SH | |
| CACI INTL INC | CL A | $1.6M | 1.8% | 4,258 SH | |
| CANTALOUPE INC | COM | $711K | 0.8% | 90,386 SH | |
| CARTERS INC | COM | $1.5M | 1.7% | 36,260 SH | |
| CECO ENVIRONMENTAL CORP | COM | $2.5M | 2.8% | 108,055 SH | |
| CHEFS WHSE INC | COM | $1.4M | 1.5% | 25,218 SH | |
| CIVITAS RESOURCES INC | COM NEW | $1.5M | 1.6% | 41,780 SH | |
| COLUMBIA BKG SYS INC | COM | $3.2M | 3.6% | 127,065 SH | |
| COMMERCIAL METALS CO | COM | $2.3M | 2.6% | 49,545 SH | |
| CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | $1.2M | 1.3% | 53,090 SH | |
| CORE & MAIN INC | CL A | $2.6M | 2.9% | 53,500 SH | |
| COUSINS PPTYS INC | COM NEW | $3.5M | 4.0% | 120,331 SH | |
| ENERPAC TOOL GROUP CORP | CL A COM | $1.3M | 1.5% | 29,398 SH | |
| FIRST HORIZON CORPORATION | COM | $2.8M | 3.1% | 143,586 SH | |
| FLOWSERVE CORP | COM | $2.8M | 3.1% | 56,719 SH | |
| GIBRALTAR INDS INC | COM | $1.9M | 2.1% | 32,242 SH | |
| GRANITE CONSTR INC | COM | $803K | 0.9% | 10,644 SH | |
| HAEMONETICS CORP MASS | COM | $1.2M | 1.3% | 18,200 SH | |
| HAIN CELESTIAL GROUP INC | COM | $716K | 0.8% | 172,434 SH | |
| HANOVER INS GROUP INC | COM | $2.2M | 2.5% | 12,698 SH | |
| HASBRO INC | COM | $2.8M | 3.1% | 45,085 SH | |
| HILLENBRAND INC | COM | $1.2M | 1.3% | 48,815 SH | |
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | $2.0M | 2.3% | 92,105 SH | |
| KEMPER CORP | COM | $2.1M | 2.4% | 32,010 SH | |
| LAKELAND INDS INC | COM | $1.9M | 2.1% | 91,952 SH | |
| LAMB WESTON HLDGS INC | COM | $2.3M | 2.6% | 42,940 SH | |
| LANTHEUS HLDGS INC | COM | $2.6M | 2.9% | 26,624 SH | |
| LIMBACH HLDGS INC | COM | $2.3M | 2.6% | 30,813 SH | |
| LSI INDS INC OHIO | COM | $2.3M | 2.6% | 136,854 SH | |
| MAMAS CREATIONS INC | COM | $1.8M | 2.1% | 283,224 SH | |
| MAYVILLE ENGR CO INC | COM | $733K | 0.8% | 54,574 SH | |
| MKS INSTRS INC | COM | $2.4M | 2.7% | 29,610 SH | |
| MODINE MFG CO | COM | $1.9M | 2.1% | 24,485 SH | |
| NCR VOYIX CORPORATION | COM | $1.6M | 1.8% | 165,509 SH | |
| NOMAD FOODS LTD | USD ORD SHS | $2.3M | 2.5% | 115,260 SH | |
| NORTHERN OIL & GAS INC | COM | $1.8M | 2.1% | 60,830 SH | |
| OPTION CARE HEALTH INC | COM NEW | $2.3M | 2.6% | 65,161 SH | |
| OSHKOSH CORP | COM | $2.6M | 2.9% | 27,345 SH | |
| RADNET INC | COM | $588K | 0.7% | 11,832 SH | |
| SYNAPTICS INC | COM | $735K | 0.8% | 11,538 SH | |
| TTM TECHNOLOGIES INC | COM | $2.4M | 2.7% | 117,146 SH | |
| VIEMED HEALTHCARE INC | COM | $1.2M | 1.4% | 170,666 SH | |
| VSE CORP | COM | $2.8M | 3.2% | 23,485 SH | |
| WNS HLDGS LTD | COM SHS | $2.6M | 3.0% | 42,780 SH |
| 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 |