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CIK 0001965542 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AAON Inc | COM | $3.9M | 2.6% | 51,000 SH | New |
| Amazon Com Inc | COM | $692K | 0.5% | 3,000 SH | New |
| Applied Optoelectronics Inc | COM | $4.8M | 3.2% | 137,000 SH | New |
| Arista Networks Inc | COM SHS | $5.9M | 3.9% | 45,000 SH | New |
| Axon Enterprise Inc | COM | $6.0M | 3.9%Prev: 5.7% | 10,500 SH | Decreased-5,000 SH |
| Blackline Inc | CALL | $88K | 0.1%Prev: 0.1% | 207 SH | Decreased-100 SH |
| Blackline Inc | COM | $29.2M | 19.3%Prev: 16.6% | 527,789 SH | Decreased-88,015 SH |
| Braze Inc | COM CL A | $4.3M | 2.8% | 124,000 SH | New |
| Broadcom Inc | COM | $7.8M | 5.1%Prev: 7.1% | 22,500 SH | Decreased-19,500 SH |
| Celestica Inc | CALL | $264K | 0.2% | 100 SH | New |
| Celestica Inc | COM | $10.6M | 7.0%Prev: 5.1% | 36,000 SH | Increased-5,000 SH |
| Cintas Corp | COM | $1.9M | 1.2%Prev: 3.2% | 10,000 SH | Decreased-21,000 SH |
| Clearwater Analytics Holdings Inc | CL A | $1.3M | 0.9% | 55,000 SH | New |
| Cognyte Software Ltd | ORD SHS | $8.5M | 5.6%Prev: 3.4% | 904,099 SH | Increased+115,000 SH |
| Credo Technology Group Holding Ltd | ORDINARY SHARES | $2.9M | 1.9% | 20,000 SH | New |
| Fabrinet | SHS | $8.4M | 5.6%Prev: 6.5% | 18,500 SH | Decreased-16,500 SH |
| Jamf Holding Corp | CALL | $348K | 0.2% | 700 SH | New |
| Marvell Technology Group Ltd | CALL | $65K | 0.0% | 100 SH | New |
| Marvell Technology Group Ltd | COM | $3.3M | 2.2% | 39,000 SH | New |
| MaxLinear Inc | COM | $2.5M | 1.7% | 145,000 SH | New |
| Meta Platforms Inc | CL A | $2.6M | 1.7%Prev: 3.0% | 4,000 SH | Decreased-4,000 SH |
| Micron Technology Inc | COM | $3.7M | 2.4% | 13,000 SH | New |
| Netflix Inc | COM | $4.5M | 3.0%Prev: 2.4% | 48,000 SH | Decreased+44,000 SH |
| NRG Energy Inc | COM NEW | $2.4M | 1.6%Prev: 1.5% | 15,000 SH | Decreased-3,000 SH |
| OneSpan Inc | COM | $535K | 0.4%Prev: 1.7% | 41,641 SH | Decreased-173,359 SH |
| Onestream Inc | CL A | $1.4M | 0.9% | 75,000 SH | New |
| SITime Corp | COM | $15.2M | 10.0%Prev: 4.1% | 43,000 SH | Increased+16,000 SH |
| Snowflake Inc | CL A | $7.0M | 4.6%Prev: 4.2% | 32,000 SH | Decreased-5,000 SH |
| TTM Technologies Inc | COM | $3.0M | 2.0%Prev: 3.5% | 44,000 SH | Decreased-75,000 SH |
| Weave Communications Inc | COM | $1.4M | 0.9%Prev: 0.6% | 184,188 SH | Increased+10,000 SH |
| Wix Com Ltd | SHS | $1.5M | 1.0% | 14,000 SH | New |
| Zscaler Inc | COM | $5.6M | 3.7% | 25,000 SH | New |
| 13F-HR |
| 0001965542-26-000010 |
| $181.6M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001965542-25-000007 | $175.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001965542-26-000007 | $103.7M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001965542-25-000004 | $164.0M | View |