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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 | $432K | 0.5% | 18,283 SH | New |
| ASCENT INDUSTRIES CO | COM | $255K | 0.3%Prev: 1.1% | 20,201 SH | Decreased-90,063 SH |
| BEL FUSE INC | CL B | $3.1M | 3.4%Prev: 1.7% | 32,211 SH | Increased+21,150 SH |
| BRIGHTVIEW HLDGS INC | COM | $1.6M | 1.7%Prev: 0.9% | 97,153 SH | Increased-3,329 SH |
| BRUKER CORP | COM | $2.2M | 2.3%Prev: 1.6% | 52,440 SH | Increased-3,690 SH |
| CACI INTL INC | CL A | $2.2M | 2.3%Prev: 2.8% | 4,568 SH | Decreased-2,150 SH |
| CANTALOUPE INC | COM | $1.3M | 1.4% | 117,739 SH | New |
| CECO ENVIRONMENTAL CORP | COM | $3.1M | 3.3%Prev: 1.8% | 108,055 SH | Increased+69,582 SH |
| CHEFS WHSE INC | COM | $1.6M | 1.7%Prev: 1.2% | 25,218 SH | Increased-600 SH |
| CIVITAS RESOURCES INC | COM NEW | $1.1M | 1.2% | 41,780 SH | New |
| COLUMBIA BKG SYS INC | COM | $3.0M | 3.2%Prev: 3.1% | 127,065 SH | Decreased-16,000 SH |
| COMMERCIAL METALS CO | COM | $2.4M | 2.6%Prev: 1.9% | 49,545 SH | Decreased+10,035 SH |
| CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | $1.5M | 1.7%Prev: 2.3% | 75,140 SH | Decreased-61,010 SH |
| COOPER COS INC | COM | $1.1M | 1.2%Prev: 1.9% | 15,660 SH | Decreased-18,960 SH |
| CORE & MAIN INC | CL A | $2.7M | 2.9%Prev: 1.8% | 45,400 SH | Increased-1,450 SH |
| COUSINS PPTYS INC | COM NEW | $3.3M | 3.6%Prev: 2.2% | 111,331 SH | Increased-12,020 SH |
| ENERPAC TOOL GROUP CORP | CL A COM | $1.2M | 1.3%Prev: 0.8% | 29,398 SH | Increased |
| FIRST HORIZON CORPORATION | COM | $3.0M | 3.2%Prev: 3.0% | 143,586 SH | Decreased-27,340 SH |
| FLOWSERVE CORP | COM | $3.0M | 3.2%Prev: 2.7% | 56,719 SH | Decreased+8,625 SH |
| GIBRALTAR INDS INC | COM | $1.9M | 2.0%Prev: 2.0% | 32,242 SH | Decreased-31,225 SH |
| GRANITE CONSTR INC | COM | $995K | 1.1%Prev: 1.0% | 10,644 SH | Decreased-400 SH |
| HAEMONETICS CORP MASS | COM | $1.6M | 1.7%Prev: 1.6% | 21,224 SH | Decreased-15,802 SH |
| HANOVER INS GROUP INC | COM | $1.9M | 2.0% | 11,148 SH | New |
| HASBRO INC | COM | $3.3M | 3.6% | 45,085 SH | New |
| HILLENBRAND INC | COM | $980K | 1.0% | 48,815 SH | New |
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | $1.1M | 1.2% | 92,105 SH | New |
| KEMPER CORP | COM | $2.3M | 2.5% | 35,630 SH | New |
| LAKELAND INDS INC | COM | $1.8M | 1.9%Prev: 0.7% | 131,249 SH | Increased+24,551 SH |
| LAMB WESTON HLDGS INC | COM | $2.2M | 2.4%Prev: 1.4% | 42,940 SH | Increased |
| LANTHEUS HLDGS INC | COM | $2.2M | 2.4%Prev: 1.9% | 27,224 SH | Decreased-4,849 SH |
| LIMBACH HLDGS INC | COM | $2.0M | 2.1%Prev: 1.9% | 14,342 SH | Decreased-16,995 SH |
| LSI INDS INC OHIO | COM | $2.5M | 2.7%Prev: 2.1% | 149,850 SH | Decreased+6,246 SH |
| MAMAS CREATIONS INC | COM | $2.4M | 2.6%Prev: 2.1% | 288,776 SH | Decreased+114,942 SH |
| MAYVILLE ENGR CO INC | COM | $451K | 0.5% | 28,233 SH | New |
| MKS INC. | COM | $3.1M | 3.3%Prev: 3.3% | 31,490 SH | Decreased+13,005 SH |
| MODINE MFG CO | COM | $2.4M | 2.6%Prev: 2.2% | 24,485 SH | Decreased+11,293 SH |
| NCR VOYIX CORPORATION | COM | $1.9M | 2.1%Prev: 0.8% | 165,509 SH | Increased |
| NOMAD FOODS LTD | USD ORD SHS | $2.4M | 2.6%Prev: 1.1% | 141,590 SH | Increased |
| NORTHERN OIL & GAS INC | COM | $1.7M | 1.8% | 60,830 SH | New |
| OPTION CARE HEALTH INC | COM NEW | $2.1M | 2.3%Prev: 1.6% | 65,161 SH | Increased-11,500 SH |
| OSHKOSH CORP | COM | $3.1M | 3.3%Prev: 2.7% | 27,345 SH | Decreased+4,120 SH |
| RADNET INC | COM | $867K | 0.9%Prev: 1.2% | 15,232 SH | Decreased-11,400 SH |
| SYNAPTICS INC | COM | $748K | 0.8%Prev: 1.0% | 11,538 SH | Decreased-7,214 SH |
| TTM TECHNOLOGIES INC | COM | $3.0M | 3.2%Prev: 1.5% | 72,800 SH | Increased+53,250 SH |
| VIEMED HEALTHCARE INC | COM | $951K | 1.0%Prev: 1.5% | 137,673 SH | Decreased-66,012 SH |
| VSE CORP | COM | $2.7M | 2.9%Prev: 2.0% | 20,916 SH | Increased+7,299 SH |
| WNS HLDGS LTD | COM SHS | $2.6M | 2.7% | 40,323 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 |