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CIK 0001753875 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMRIZE LTD | SHS | $18.3M | 5.9%Prev: 7.2% | 338,000 SH | Decreased-112,000 SH |
| BILL HOLDINGS INC | COM | $9.3M | 3.0%Prev: 3.8% | 170,000 SH | Decreased-50,000 SH |
| CAPITAL ONE FINL CORP | COM | $31.9M | 10.3%Prev: 9.2% | 131,536 SH | Increased |
| CERENCE INC | COM | $7.7M | 2.5%Prev: 1.9% | 720,000 SH | Increased+250,000 SH |
| COPART INC | COM | $19.8M | 6.4% | 505,000 SH | New |
| CYBERARK SOFTWARE LTD | SHS | $11.2M | 3.6%Prev: 4.0% | 25,000 SH | Decreased |
| DRIVEN BRANDS HLDGS INC | COM | $24.3M | 7.9%Prev: 8.4% | 1,640,000 SH | Decreased+50,000 SH |
| JELD-WEN HLDG INC | COM | $4.9M | 1.6% | 2,000,000 SH | New |
| LITHIUM ARGENTINA AG | NOTE 1.750% 1/1 | $23.4M | 7.6%Prev: 5.2% | 25,525,000 PRN | Increased+8,025,000 PRN |
| NEXTPOWER INC | CLASS A COM | $26.1M | 8.5% | 300,000 SH | New |
| NORFOLK SOUTHN CORP | COM | $23.1M | 7.5% | 80,000 SH | New |
| NVIDIA CORPORATION | COM | $22.4M | 7.2% | 120,000 SH | New |
| PERCEPTIVE CAP SOLUTIONS COR | CL A ORD SHS | $5.7M | 1.8% | 436,745 SH | New |
| PERFORMANCE FOOD GROUP CO | COM | $5.4M | 1.7%Prev: 7.4% | 60,000 SH | Decreased-156,000 SH |
| ROCKET COS INC | COM CL A | $25.7M | 8.3% | 1,330,000 SH | New |
| RXSIGHT INC | COM | $2.7M | 0.9%Prev: 0.8% | 254,583 SH | Increased |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $15.8M | 5.1% | 325,000 SH | New |
| WARNER BROS DISCOVERY INC | COM SER A | $18.0M | 5.8%Prev: 4.0% | 625,000 SH | Increased |
| YETI HLDGS INC | COM | $13.3M | 4.3%Prev: 3.6% | 300,000 SH | Increased-32,454 SH |
| 13F-HR |
| 0000935836-26-000417 |
| $309.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000935836-25-000534 | $295.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000935836-26-000269 | $280.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000935836-25-000379 | $204.9M | View |