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CIK 0001697597 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPFOLIO INC | COM CL A | $47.2M | 3.8%Prev: 4.5% | 202,853 SH | Decreased+9,257 SH |
| AXON ENTERPRISE INC | COM | $52.3M | 4.2%Prev: 2.9% | 92,060 SH | Increased+44,270 SH |
| CHURCHILL DOWNS INC | COM | $118.1M | 9.4%Prev: 9.4% | 1,037,822 SH | Increased-102,490 SH |
| GILDAN ACTIVEWEAR INC | COM | $86.9M | 6.9%Prev: 4.9% | 1,390,893 SH | Increased+395,568 SH |
| GUIDEWIRE SOFTWARE INC | COM | $62.7M | 5.0%Prev: 4.9% | 311,912 SH | Increased+58,926 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $97.2M | 7.7%Prev: 6.9% | 338,510 SH | Increased+26,032 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $10.1M | 0.8%Prev: 3.3% | 156,775 SH | Decreased-411,044 SH |
| KKR & CO INC | COM | $163.7M | 13.0%Prev: 15.5% | 1,284,168 SH | Decreased-118,727 SH |
| LKQ CORP | COM | $23.1M | 1.8%Prev: 3.8% | 764,297 SH | Decreased-685,672 SH |
| ROCKET COS INC | COM CL A | $38.6M | 3.1% | 1,991,696 SH | New |
| S&P GLOBAL INC | COM | $81.8M | 6.5%Prev: 5.2% | 156,498 SH | Increased+31,298 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $98.8M | 7.9%Prev: 8.2% | 1,106,515 SH | Increased-33,493 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $34.6M | 2.8%Prev: 2.3% | 59,575 SH | Increased+19,910 SH |
| SS&C TECHNOLOGIES HLDGS INC | COM | $104.8M | 8.3%Prev: 9.1% | 1,199,215 SH | Decreased-13,093 SH |
| TRANSDIGM GROUP INC | COM | $97.5M | 7.7%Prev: 7.7% | 73,303 SH | Increased+4,510 SH |
| TYLER TECHNOLOGIES INC | COM | $44.8M | 3.6%Prev: 4.5% | 98,678 SH | Decreased-2,574 SH |
| VISA INC | COM CL A | $95.9M | 7.6%Prev: 7.0% | 273,431 SH | Increased+31,912 SH |
| 13F-HR |
| 0001697597-26-000007 |
| $1.12B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005093 | $1.11B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001697597-26-000006 | $1.05B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003197 | $1.01B | View |