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CIK 0002103364 • 2 13F filings • May 15, 2026 – Aug 14, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $20.4M | 2.0%Prev: 1.1% | 35,043 SH | Increased+6,870 SH |
| AFFIRM HLDGS INC | COM CL A | $5.0M | 0.5% | 61,132 SH | New |
| AIRBNB INC | COM CL A | $4.9M | 0.5% | 33,974 SH | New |
| AMAZON COM INC | COM | $45.0M | 4.5%Prev: 3.5% | 188,778 SH | Increased+104,563 SH |
| AMER SPORTS INC | COM SHS | $11.7M | 1.2% | 346,349 SH | New |
| AMERICAN AIRLINES GROUP INC | COM | $4.0M | 0.4% | 219,238 SH | New |
| AMPHENOL CORP | CL A | $26.8M | 2.7%Prev: 2.5% | 152,165 SH | Increased+53,826 SH |
| APPLIED MATLS INC | COM | $6.9M | 0.7%Prev: 1.5% | 9,510 SH | Decreased-12,247 SH |
| ARAMARK | COM | $102.3M | 10.1%Prev: 10.1% | 1,797,740 SH | Increased+556,972 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $16.5M | 1.6%Prev: 1.2% | 8,270 SH | Increased+3,921 SH |
| ATI INC | COM | $6.4M | 0.6% | 32,325 SH | New |
| AXON ENTERPRISE INC | COM | $13.8M | 1.4% | 24,529 SH | New |
| BADGER METER INC | COM | $2.0M | 0.2% | 13,814 SH | New |
| BAIDU INC | SPON ADR REP A | $5.1M | 0.5% | 44,571 SH | New |
| BLOOM ENERGY CORP | COM CL A | $10.4M | 1.0%Prev: 1.5% | 34,196 SH | Increased-19,228 SH |
| BORGWARNER INC | COM | $8.1M | 0.8% | 121,734 SH | New |
| CACTUS INC | CL A | $5.0M | 0.5% | 98,078 SH | New |
| CANADIAN PACIFIC KANSAS CITY | COM | $4.4M | 0.4% | 50,998 SH | New |
| CARVANA CO | CL A | $24.4M | 2.4%Prev: 1.1% | 370,184 SH | Increased+352,367 SH |
| CLEAN HARBORS INC | COM | $10.4M | 1.0% | 34,749 SH | New |
| COGNEX CORP | COM | $3.6M | 0.4% | 49,336 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $14.9M | 1.5% | 54,614 SH | New |
| CUMMINS INC | COM | $20.4M | 2.0% | 28,573 SH | New |
| DARLING INGREDIENTS INC | COM | $10.3M | 1.0% | 189,358 SH | New |
| DEVON ENERGY CORP NEW | COM | $9.7M | 1.0% | 233,645 SH | New |
| DOORDASH INC | CL A | $16.6M | 1.6% | 89,707 SH | New |
| DPC HOLDINGS PLC | ORDINARY SHARES | $6.2M | 0.6% | 126,500 SH | New |
| DUOLINGO INC | CL A COM | $7.9M | 0.8% | 68,462 SH | New |
| EQUINIX INC | COM | $30.0M | 3.0%Prev: 3.8% | 28,778 SH | Increased+9,528 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $8.0M | 0.8% | 33,639 SH | New |
| FLEX LTD | ORD | $16.2M | 1.6% | 100,042 SH | New |
| FLOWSERVE CORP | COM | $3.7M | 0.4% | 49,273 SH | New |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | $6.9M | 0.7% | 187,316 SH | New |
| GILDAN ACTIVEWEAR INC | COM | $14.7M | 1.5% | 283,939 SH | New |
| HEWLETT PACKARD ENTERPRISE C | COM | $7.6M | 0.8% | 168,237 SH | New |
| INNIO NV | ORDINARY SHARES | $7.5M | 0.7% | 190,000 SH | New |
| INTEL CORP | COM | $5.3M | 0.5% | 38,276 SH | New |
| JAMES HARDIE INDS PLC | ORD SHS | $6.0M | 0.6% | 230,017 SH | New |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $1.2M | 0.1% | 176,923 SH | New |
| KKR & CO INC | COM | $9.6M | 1.0% | 104,482 SH | New |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | $53.9M | 5.3%Prev: 6.6% | 1,318,564 SH | Increased+99,105 SH |
| LIMBACH HLDGS INC | COM | $2.9M | 0.3% | 37,585 SH | New |
| LPL FINL HLDGS INC | COM | $10.5M | 1.0%Prev: 1.0% | 37,449 SH | Increased+20,793 SH |
| MARVELL TECHNOLOGY INC | COM | $5.0M | 0.5% | 16,816 SH | New |
| MASTERCARD INCORPORATED | CL A | $10.2M | 1.0% | 19,844 SH | New |
| MERCADOLIBRE INC | COM | $9.0M | 0.9% | 5,306 SH | New |
| META PLATFORMS INC | CL A | $42.6M | 4.2%Prev: 2.1% | 75,619 SH | Increased+57,192 SH |
| MKS INC. | COM | $9.4M | 0.9%Prev: 1.7% | 21,068 SH | Increased-15,738 SH |
| MOBILEYE GLOBAL INC | COMMON CLASS A | $6.4M | 0.6% | 665,610 SH | New |
| MODINE MFG CO | COM | $10.6M | 1.1% | 39,672 SH | New |
| NASDAQ INC | COM | $5.1M | 0.5% | 64,863 SH | New |
| NOKIA CORP | SPONSORED ADR | $4.1M | 0.4%Prev: 0.5% | 308,761 SH | Increased+6,584 SH |
| NUTANIX INC | CL A | $14.4M | 1.4%Prev: 0.5% | 283,175 SH | Increased+219,407 SH |
| NXP SEMICONDUCTORS N V | COM | $9.0M | 0.9% | 32,055 SH | New |
| OPENLANE INC | COM | $7.6M | 0.8% | 184,876 SH | New |
| PALO ALTO NETWORKS INC | COM | $10.1M | 1.0% | 29,648 SH | New |
| PERFORMANCE FOOD GROUP CO | COM | $58.7M | 5.8%Prev: 8.0% | 525,123 SH | Increased+57,392 SH |
| PRIMORIS SVCS CORP | COM | $4.3M | 0.4%Prev: 3.4% | 43,630 SH | Decreased-73,927 SH |
| S&P GLOBAL INC | COM | $7.4M | 0.7%Prev: 1.5% | 18,203 SH | Decreased+258 SH |
| SEMTECH CORP | COM | $5.2M | 0.5%Prev: 0.3% | 32,321 SH | Increased+13,471 SH |
| SENSIENT TECHNOLOGIES CORP | COM | $5.5M | 0.5% | 44,807 SH | New |
| SNOWFLAKE INC | COM SHS | $16.5M | 1.6% | 64,856 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $12.6M | 1.2% | 27,400 SH | New |
| STMICROELECTRONICS N V | NY REGISTRY | $10.9M | 1.1% | 145,702 SH | New |
| TARGET HOSPITALITY CORP | COM | $11.3M | 1.1%Prev: 0.3% | 556,093 SH | Increased+418,402 SH |
| TTM TECHNOLOGIES INC | COM | $3.7M | 0.4% | 19,603 SH | New |
| UBER TECHNOLOGIES INC | COM | $4.8M | 0.5% | 66,225 SH | New |
| ULTRA CLEAN HLDGS INC | COM | $9.2M | 0.9% | 64,750 SH | New |
| UNITY SOFTWARE INC | COM | $17.6M | 1.7%Prev: 1.2% | 614,525 SH | Increased+346,189 SH |
| UNIVERSAL TECHNICAL INST INC | COM | $474K | 0.0% | 11,081 SH | New |
| VEEVA SYS INC | CL A COM | $9.1M | 0.9%Prev: 2.6% | 51,073 SH | Decreased-22,724 SH |
| VERISIGN INC | COM | $4.3M | 0.4%Prev: 1.0% | 16,970 SH | Decreased-3,056 SH |
| VICOR CORP | COM | $5.2M | 0.5% | 13,650 SH | New |
| VISA INC | COM CL A | $35.3M | 3.5%Prev: 5.3% | 103,034 SH | Increased+15,890 SH |
| WABTEC | COM | $4.0M | 0.4% | 14,699 SH | New |
| WESTERN DIGITAL CORP | COM | $12.4M | 1.2%Prev: 0.4% | 19,400 SH | Increased+11,387 SH |
| WOODWARD INC | COM | $4.9M | 0.5% | 11,587 SH | New |
| ZOOM COMMUNICATIONS INC | CL A | $10.0M | 1.0% | 116,158 SH | New |
| ZSCALER INC | COM | $5.1M | 0.5% | 36,337 SH | New |