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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 | $16K | 2.1%Prev: 1.8% | 117,000 SH | Increased-2,000 SH |
| ADOBE SYSTEMS | COM | $13K | 1.7% | 53,000 SH | New |
| ALIGN TECHNOLOGY | COM | $8K | 1.1%Prev: 1.0% | 57,000 SH | Increased+12,000 SH |
| AMENTUM HOLDINGS | COM | $3K | 0.4%Prev: 0.4% | 175,000 SH | Increased+78,000 SH |
| APPLE | COM | $16K | 2.1%Prev: 1.5% | 47,000 SH | Increased+13,000 SH |
| APPLIED MATERIALS | COM | $45K | 6.1%Prev: 5.1% | 89,000 SH | Increased-55,000 SH |
| ARHAUS | COM | $8K | 1.1%Prev: 1.3% | 828,000 SH | Increased+134,000 SH |
| AUTOZONE | COM | $10K | 1.3%Prev: 1.7% | 3,000 SH | Decreased+1,000 SH |
| BIOGEN | COM | $11K | 1.5%Prev: 0.8% | 51,000 SH | Increased+17,000 SH |
| BOOKING HOLDINGS | COM | $15K | 2.1%Prev: 3.2% | 94,000 SH | Decreased+91,000 SH |
| BRINKER INTERNATIONAL | COM | $25K | 3.4%Prev: 2.8% | 131,000 SH | Increased+4,000 SH |
| CIENA | COM | $41K | 5.5%Prev: 8.2% | 116,000 SH | Decreased-209,000 SH |
| CME GROUP | COM | $12K | 1.6% | 46,000 SH | New |
| COHERENT | COM | $29K | 3.9%Prev: 3.7% | 100,000 SH | Increased-100,000 SH |
| CROCS | COM | $15K | 2.0%Prev: 1.2% | 125,000 SH | Increased+40,000 SH |
| ELEVANCE HEALTH | COM | $12K | 1.6%Prev: 1.2% | 30,000 SH | Increased+8,000 SH |
| FEDEX CORP | COM | $4K | 0.6%Prev: 1.2% | 15,000 SH | Decreased-13,000 SH |
| FEDEX FREIGHT | COM | $827 | 0.1% | 8,000 SH | New |
| FIRST SOLAR INC | COM | $3K | 0.4%Prev: 0.6% | 16,000 SH | Decreased+1,000 SH |
| FORTUNE BRANDS | COM | $5K | 0.6%Prev: 1.0% | 125,000 SH | Decreased+12,000 SH |
| GLOBAL PAYMENTS | COM | $17K | 2.3%Prev: 1.9% | 208,000 SH | Increased+74,000 SH |
| HP | COM | $27K | 3.6%Prev: 2.2% | 847,000 SH | Increased+377,000 SH |
| IQVIA | COM | $24K | 3.3%Prev: 1.4% | 90,000 SH | Increased+46,000 SH |
| JABIL | COM | $44K | 5.9%Prev: 7.6% | 152,000 SH | Decreased-50,000 SH |
| JACOBS SOLUTIONS | COM | $11K | 1.5%Prev: 2.2% | 83,000 SH | Decreased-2,000 SH |
| JOHNSON CONTROLS | COM | $23K | 3.1%Prev: 2.9% | 154,000 SH | Increased+2,000 SH |
| LULULEMON ATHLETICA | COM | $135 | 0.0%Prev: 0.0% | 1,000 SH | Decreased |
| LUMENTUM | COM | $48K | 6.5%Prev: 4.3% | 50,000 SH | Increased-102,000 SH |
| MASTERBRAND | COM | $3K | 0.4%Prev: 0.5% | 440,000 SH | Increased+225,000 SH |
| MICROSOFT | COM | $10K | 1.4%Prev: 1.7% | 20,000 SH | Increased+1,000 SH |
| MOODY'S | COM | $8K | 1.1% | 18,000 SH | New |
| MOTOROLA SOLUTIONS | COM | $26K | 3.5%Prev: 3.8% | 58,000 SH | Increased+10,000 SH |
| NIKE CL B | COM | $6K | 0.9%Prev: 1.0% | 181,000 SH | Increased+96,000 SH |
| NVIDIA | COM | $29K | 3.9%Prev: 2.7% | 128,000 SH | Increased+46,000 SH |
| NVR | COM | $10K | 1.3%Prev: 2.0% | 2,000 SH | Decreased+1,000 SH |
| OLD DOMINION FREIGHT LINE | COM | $7K | 1.0%Prev: 0.7% | 43,000 SH | Increased+12,000 SH |
| QUALCOMM | COM | $5K | 0.7%Prev: 2.1% | 27,000 SH | Decreased-45,000 SH |
| SOMNIGROUP INTERNATIONAL | COM | $13K | 1.7%Prev: 3.1% | 207,000 SH | Decreased-3,000 SH |
| TAPESTRY | COM | $18K | 2.4%Prev: 2.9% | 154,000 SH | Increased+9,000 SH |
| TEXAS INSTRUMENTS | COM | $20K | 2.7%Prev: 1.8% | 72,000 SH | Increased+15,000 SH |
| THERMO FISHER SCIENTIFIC | COM | $22K | 2.9%Prev: 1.7% | 32,000 SH | Increased+11,000 SH |
| ULTA BEAUTY | COM | $12K | 1.6%Prev: 2.2% | 21,000 SH | Decreased-2,000 SH |
| UNITED RENTALS | COM | $13K | 1.7%Prev: 1.8% | 13,000 SH | Increased+2,000 SH |
| WARNER BROS DISCOVERY INC | COM | $9K | 1.3%Prev: 1.7% | 303,000 SH | Decreased-196,000 SH |
| WATTS WATER | COM | $17K | 2.3%Prev: 1.9% | 48,000 SH | Increased+8,000 SH |
| WEST PHARMACEUTICAL SERVICES | COM | $24K | 3.2%Prev: 1.6% | 63,000 SH | Increased+29,000 SH |
| ZOETIS INC | COM | $4K | 0.5% | 55,000 SH | New |
| ZYMEWORKS INC | COM | $1K | 0.2%Prev: 0.2% | 47,000 SH | Decreased-35,000 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 |