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CIK 0001745796 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABERCROMBIE & FITCH | COM | $8K | 1.7% | 106,000 SH | |
| ALIGN TECHNOLOGY | COM | $5K | 1.1% | 33,000 SH | |
| AMENTUM HOLDINGS | COM | $2K | 0.4% | 92,000 SH | |
| APPLE | COM | $8K | 1.7% | 37,000 SH | |
| APPLIED MATERIALS | COM | $21K | 4.5% | 145,000 SH | |
| ARHAUS | COM | $6K | 1.2% | 634,000 SH | |
| ATKORE | COM | $4K | 0.9% | 72,000 SH | |
| AUTOZONE | COM | $4K | 0.8% | 1,000 SH | |
| BIOGEN | COM | $5K | 1.0% | 34,000 SH | |
| BOOKING HOLDINGS | COM | $16K | 3.3% | 3,000 SH | |
| BRINKER INTERNATIONAL | COM | $21K | 4.5% | 144,000 SH | |
| CHARLES RIVER LABORATORIES | COM | $6K | 1.2% | 39,000 SH | |
| CIENA | COM | $26K | 5.5% | 429,000 SH | |
| COHERENT | COM | $16K | 3.4% | 249,000 SH | |
| CROCS | COM | $9K | 1.9% | 85,000 SH | |
| ELECTRONIC ARTS INC | COM | $10K | 2.2% | 72,000 SH | |
| ELEVANCE HEALTH | COM | $12K | 2.5% | 28,000 SH | |
| FEDEX CORP | COM | $8K | 1.7% | 34,000 SH | |
| FIRST SOLAR INC | COM | $2K | 0.4% | 15,000 SH | |
| FORTUNE BRANDS | COM | $7K | 1.5% | 113,000 SH | |
| GLOBAL PAYMENTS | COM | $11K | 2.4% | 116,000 SH | |
| HP | COM | $13K | 2.8% | 473,000 SH | |
| INMODE | COM | $12K | 2.5% | 659,000 SH | |
| INTEGER HOLDINGS | COM | $12K | 2.4% | 98,000 SH | |
| JABIL | COM | $33K | 7.1% | 246,000 SH | |
| JACOBS SOLUTIONS | COM | $11K | 2.3% | 92,000 SH | |
| JOHNSON CONTROLS | COM | $13K | 2.7% | 158,000 SH | |
| LULULEMON ATHLETICA | COM | $204 | 0.0% | 1,000 SH | |
| LUMENTUM | COM | $13K | 2.8% | 216,000 SH | |
| MASTERBRAND | COM | $2K | 0.5% | 177,000 SH | |
| MICROSOFT | COM | $8K | 1.6% | 21,000 SH | |
| MOTOROLA SOLUTIONS | COM | $22K | 4.7% | 50,000 SH | |
| NIKE CL B | COM | $5K | 1.1% | 86,000 SH | |
| NVIDIA | COM | $11K | 2.3% | 99,000 SH | |
| NVR | COM | $10K | 2.2% | 1,000 SH | |
| OLD DOMINION FREIGHT LINE | COM | $5K | 1.1% | 31,000 SH | |
| QUALCOMM | COM | $13K | 2.8% | 85,000 SH | |
| SOMNIGROUP INTERNATIONAL | COM | $15K | 3.2% | 253,000 SH | |
| TAPESTRY | COM | $10K | 2.2% | 146,000 SH | |
| TEXAS INSTRUMENTS | COM | $10K | 2.2% | 58,000 SH | |
| THERMO FISHER SCIENTIFIC | COM | $7K | 1.5% | 14,000 SH | |
| ULTA BEAUTY | COM | $8K | 1.8% | 23,000 SH | |
| UNITED RENTALS | COM | $5K | 1.1% | 9,000 SH | |
| WARNER BROS DISCOVERY INC | COM | $11K | 2.3% | 1,027,000 SH | |
| WATTS WATER | COM | $8K | 1.7% | 40,000 SH | |
| WEST PHARMACEUTICAL SERVICES | COM | $5K | 1.2% | 25,000 SH | |
| ZYMEWORKS INC | COM | $1K | 0.2% | 97,000 SH |
| 13F-HR |
| 0001745796-25-000007 |
| $574K |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001745796-26-000004 | $780K | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001745796-25-000006 | $533K | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001745796-26-000003 | $653K | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001745796-25-000002 | $474K | View |