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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 | $10K | 1.8%Prev: 1.4% | 119,000 SH | Decreased-4,000 SH |
| ALIGN TECHNOLOGY | COM | $6K | 1.0%Prev: 1.2% | 45,000 SH | Decreased-11,000 SH |
| AMENTUM HOLDINGS | COM | $2K | 0.4%Prev: 0.5% | 97,000 SH | Decreased-76,000 SH |
| APPLE | COM | $9K | 1.5%Prev: 1.7% | 34,000 SH | Decreased-12,000 SH |
| APPLIED MATERIALS | COM | $30K | 5.1%Prev: 8.4% | 144,000 SH | Decreased+53,000 SH |
| ARHAUS | COM | $7K | 1.3%Prev: 0.9% | 694,000 SH | Increased-122,000 SH |
| ATKORE | COM | $6K | 1.0% | 93,000 SH | New |
| AUTOZONE | COM | $10K | 1.7%Prev: 1.4% | 2,000 SH | Decreased-1,000 SH |
| BIOGEN | COM | $5K | 0.8%Prev: 1.4% | 34,000 SH | Decreased-16,000 SH |
| BOOKING HOLDINGS | COM | $18K | 3.2%Prev: 2.1% | 3,000 SH | Increased-89,000 SH |
| BRINKER INTERNATIONAL | COM | $16K | 2.8%Prev: 3.1% | 127,000 SH | Decreased-17,000 SH |
| CIENA | COM | $47K | 8.2%Prev: 7.1% | 325,000 SH | Decreased+212,000 SH |
| COHERENT | COM | $22K | 3.7%Prev: 4.9% | 200,000 SH | Decreased+104,000 SH |
| CROCS | COM | $7K | 1.2%Prev: 1.9% | 85,000 SH | Decreased-39,000 SH |
| ELECTRONIC ARTS INC | COM | $14K | 2.5%Prev: 0.9% | 72,000 SH | Increased+36,000 SH |
| ELEVANCE HEALTH | COM | $7K | 1.2%Prev: 1.5% | 22,000 SH | Decreased-8,000 SH |
| FEDEX CORP | COM | $7K | 1.2%Prev: 0.6% | 28,000 SH | Increased+13,000 SH |
| FIRST SOLAR INC | COM | $3K | 0.6%Prev: 0.5% | 15,000 SH | Decreased |
| FORTUNE BRANDS | COM | $6K | 1.0%Prev: 0.9% | 113,000 SH | Decreased-10,000 SH |
| GLOBAL PAYMENTS | COM | $11K | 1.9%Prev: 1.9% | 134,000 SH | Decreased-71,000 SH |
| HP | COM | $13K | 2.2%Prev: 2.3% | 470,000 SH | Decreased-365,000 SH |
| INMODE | COM | $10K | 1.7% | 654,000 SH | New |
| INTEGER HOLDINGS | COM | $11K | 1.8%Prev: 1.9% | 103,000 SH | Decreased-58,000 SH |
| IQVIA | COM | $8K | 1.4%Prev: 2.2% | 44,000 SH | Decreased-45,000 SH |
| JABIL | COM | $44K | 7.6%Prev: 7.4% | 202,000 SH | Decreased+52,000 SH |
| JACOBS SOLUTIONS | COM | $13K | 2.2%Prev: 1.3% | 85,000 SH | Increased+3,000 SH |
| JOHNSON CONTROLS | COM | $17K | 2.9%Prev: 2.8% | 152,000 SH | Decreased |
| LULULEMON ATHLETICA | COM | $232 | 0.0%Prev: 0.0% | 1,000 SH | Increased |
| LUMENTUM | COM | $25K | 4.3%Prev: 5.8% | 152,000 SH | Decreased+99,000 SH |
| MASTERBRAND | COM | $3K | 0.5%Prev: 0.6% | 215,000 SH | Decreased-218,000 SH |
| MICROSOFT | COM | $10K | 1.7%Prev: 0.9% | 19,000 SH | Increased |
| MOTOROLA SOLUTIONS | COM | $22K | 3.8%Prev: 3.1% | 48,000 SH | Decreased-10,000 SH |
| NIKE CL B | COM | $6K | 1.0%Prev: 0.9% | 85,000 SH | Decreased-94,000 SH |
| NVIDIA | COM | $15K | 2.7%Prev: 2.4% | 82,000 SH | Decreased-12,000 SH |
| NVR | COM | $11K | 2.0%Prev: 1.4% | 1,000 SH | Increased-1,000 SH |
| OLD DOMINION FREIGHT LINE | COM | $4K | 0.7%Prev: 1.2% | 31,000 SH | Decreased-11,000 SH |
| QUALCOMM | COM | $12K | 2.1%Prev: 0.8% | 72,000 SH | Increased+40,000 SH |
| SOMNIGROUP INTERNATIONAL | COM | $18K | 3.1%Prev: 2.0% | 210,000 SH | Increased+6,000 SH |
| TAPESTRY | COM | $16K | 2.9%Prev: 2.8% | 145,000 SH | Decreased-6,000 SH |
| TEXAS INSTRUMENTS | COM | $11K | 1.8%Prev: 2.7% | 57,000 SH | Decreased-14,000 SH |
| THERMO FISHER SCIENTIFIC | COM | $10K | 1.7%Prev: 2.1% | 21,000 SH | Decreased-11,000 SH |
| ULTA BEAUTY | COM | $13K | 2.2%Prev: 1.2% | 23,000 SH | Increased+2,000 SH |
| UNITED RENTALS | COM | $10K | 1.8%Prev: 1.8% | 11,000 SH | Decreased-2,000 SH |
| WARNER BROS DISCOVERY INC | COM | $10K | 1.7%Prev: 1.8% | 499,000 SH | Decreased-18,000 SH |
| WATTS WATER | COM | $11K | 1.9%Prev: 2.4% | 40,000 SH | Decreased-7,000 SH |
| WEST PHARMACEUTICAL SERVICES | COM | $9K | 1.6%Prev: 2.9% | 34,000 SH | Decreased-28,000 SH |
| ZYMEWORKS INC | COM | $1K | 0.2%Prev: 0.2% | 82,000 SH | Increased+36,000 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 |