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CIK 0001104883 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $11.3M | 1.4%Prev: 1.6% | 90,457 SH | Decreased-1,271 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $381K | 0.0% | 1,421 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $15.1M | 1.9% | 70,578 SH | New |
| ALCON AG (NYS) | COM | $15.9M | 2.0%Prev: 3.8% | 201,433 SH | Decreased-185,777 SH |
| ALPHABET INC | CAP STK CL A | $17.3M | 2.2%Prev: 0.2% | 55,361 SH | Increased+47,560 SH |
| AMAZON COM INC | COM | $31.0M | 3.9%Prev: 3.8% | 134,308 SH | Increased+1,203 SH |
| ANALOG DEVICES INC | COM | $12.4M | 1.5%Prev: 1.3% | 45,775 SH | Increased+4,180 SH |
| ANNEXON INC | COM | $3.6M | 0.4%Prev: 0.4% | 710,256 SH | Increased-259,944 SH |
| APPLE INC | COM | $1.3M | 0.2%Prev: 0.2% | 4,674 SH | Decreased-1,790 SH |
| APPLIED MATLS INC | COM | $3.9M | 0.5%Prev: 2.2% | 15,011 SH | Decreased-68,053 SH |
| BANK AMERICA CORP | COM | $3.5M | 0.4%Prev: 0.5% | 63,392 SH | Decreased-5,996 SH |
| BOSTON SCIENTIFIC CORP | COM | $8.2M | 1.0%Prev: 1.1% | 86,201 SH | Decreased-1,220 SH |
| BROADCOM INC | COM | $5.7M | 0.7%Prev: 1.5% | 16,425 SH | Decreased-17,698 SH |
| BURLINGTON STORES INC | COM | $1.2M | 0.1%Prev: 0.2% | 4,079 SH | Decreased-1,871 SH |
| CARLYLE GROUP INC | COM | $25.6M | 3.2%Prev: 3.4% | 433,852 SH | Decreased+17,712 SH |
| CARRIER GLOBAL CORPORATION | COM | $11.9M | 1.5%Prev: 1.3% | 225,945 SH | Increased+61,545 SH |
| CELESTICA INC | COM | $937K | 0.1%Prev: 0.4% | 3,169 SH | Decreased-9,344 SH |
| CLEAN HARBORS INC | COM | $18.3M | 2.3%Prev: 2.3% | 77,980 SH | Increased+1,050 SH |
| COCA-COLA EUROPACIFIC PARTNE | SHS | $606K | 0.1%Prev: 0.2% | 6,681 SH | Decreased-8,121 SH |
| DATADOG INC | CL A COM | $2.7M | 0.3%Prev: 0.5% | 19,980 SH | Decreased-7,236 SH |
| DEXCOM INC | COM | $28.6M | 3.6%Prev: 3.0% | 430,948 SH | Increased+90,778 SH |
| DOCUSIGN INC | COM | $3.1M | 0.4%Prev: 0.3% | 45,089 SH | Increased+10,797 SH |
| DOORDASH INC | CL A | $10.0M | 1.2%Prev: 0.1% | 44,153 SH | Increased+40,864 SH |
| EATON CORP PLC | SHS | $8.9M | 1.1%Prev: 1.4% | 28,023 SH | Decreased-403 SH |
| ELI LILLY & CO | COM | $11.0M | 1.4%Prev: 1.4% | 10,255 SH | Increased-3,671 SH |
| EPAM SYS INC | COM | $1.2M | 0.1% | 5,814 SH | New |
| EXACT SCIENCES CORP | COM | $11.6M | 1.4% | 114,402 SH | New |
| GE AEROSPACE | COM NEW | $12.3M | 1.5%Prev: 1.6% | 39,770 SH | Increased-613 SH |
| GE VERNOVA INC | COM | $105.0M | 13.1%Prev: 14.1% | 160,699 SH | Decreased-15,845 SH |
| GLOBAL PMTS INC | COM | $15.5M | 1.9%Prev: 1.9% | 199,886 SH | Increased+28,216 SH |
| GLOBUS MED INC | CL A | $30.9M | 3.8%Prev: 3.8% | 353,373 SH | Increased-161,405 SH |
| HCA HEALTHCARE INC | COM | $5.6M | 0.7%Prev: 0.9% | 12,062 SH | Decreased-4,261 SH |
| HEICO CORP NEW | CL A | $22.9M | 2.9%Prev: 3.0% | 90,760 SH | Decreased-1,280 SH |
| HERSHEY CO | COM | $1.4M | 0.2% | 7,727 SH | New |
| HYATT HOTELS CORP | COM CL A | $2.2M | 0.3%Prev: 0.2% | 13,679 SH | Increased+3,001 SH |
| JFROG LTD | ORD SHS | $2.6M | 0.3%Prev: 0.4% | 41,689 SH | Decreased-21,966 SH |
| KKR & CO INC | COM | $6.9M | 0.9% | 53,999 SH | New |
| LEVI STRAUSS & CO NEW | CL A COM STK | $982K | 0.1%Prev: 0.1% | 47,332 SH | Increased+12,629 SH |
| MEDTRONIC PLC | SHS | $5.8M | 0.7%Prev: 0.8% | 60,452 SH | Decreased-5,641 SH |
| META PLATFORMS INC | CL A | $23.3M | 2.9%Prev: 2.2% | 35,234 SH | Increased+12,287 SH |
| MICROSOFT CORP | COM | $30.0M | 3.7%Prev: 1.9% | 61,945 SH | Increased+33,689 SH |
| MONOLITHIC PWR SYS INC | COM | $2.2M | 0.3%Prev: 0.3% | 2,464 SH | Decreased-181 SH |
| MONSTER BEVERAGE CORP NEW | COM | $2.3M | 0.3%Prev: 0.3% | 30,476 SH | Decreased-8,064 SH |
| NATERA INC | COM | $1.5M | 0.2%Prev: 0.3% | 6,425 SH | Decreased-5,831 SH |
| NIKE INC | CL B | $821K | 0.1%Prev: 0.1% | 12,891 SH | Increased+3,430 SH |
| NVIDIA CORPORATION | COM | $7.1M | 0.9%Prev: 1.6% | 38,319 SH | Decreased-27,123 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $18.3M | 2.3%Prev: 2.1% | 116,541 SH | Increased+1,226 SH |
| ONTO INNOVATION INC | COM | $18.2M | 2.3%Prev: 2.7% | 115,355 SH | Decreased-47,872 SH |
| PAGERDUTY INC | COM | $2.1M | 0.3%Prev: 0.4% | 161,863 SH | Decreased-2,480 SH |
| PARKER-HANNIFIN CORP | COM | $4.2M | 0.5% | 4,756 SH | New |
| PNC FINL SVCS GROUP INC | COM | $15.6M | 1.9%Prev: 0.6% | 74,536 SH | Increased+50,633 SH |
| POTLATCHDELTIC CORPORATION | COM | $8.8M | 1.1%Prev: 0.2% | 221,645 SH | Increased+184,599 SH |
| PROCTER AND GAMBLE CO | COM | $782K | 0.1%Prev: 0.2% | 5,454 SH | Decreased-2,184 SH |
| RINGCENTRAL INC | CL A | $3.4M | 0.4% | 116,739 SH | New |
| ROPER TECHNOLOGIES INC | COM | $27.9M | 3.5%Prev: 3.7% | 62,746 SH | Decreased+5,393 SH |
| ROYAL CARIBBEAN GROUP | COM | $947K | 0.1%Prev: 0.1% | 3,397 SH | Increased+1,208 SH |
| SHERWIN WILLIAMS CO | COM | $1.6M | 0.2% | 5,015 SH | New |
| SURGERY PARTNERS INC | COM | $791K | 0.1%Prev: 1.1% | 51,186 SH | Decreased-323,762 SH |
| T-MOBILE US INC | COM | $2.7M | 0.3%Prev: 0.1% | 13,525 SH | Increased+8,858 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $48.6M | 6.1%Prev: 9.5% | 160,075 SH | Decreased-101,763 SH |
| TAPESTRY INC | COM | $5.9M | 0.7%Prev: 0.1% | 46,440 SH | Increased+39,656 SH |
| TENET HEALTHCARE CORP | COM NEW | $9.7M | 1.2%Prev: 1.9% | 49,051 SH | Decreased-22,515 SH |
| TEXAS INSTRS INC | COM | $10.2M | 1.3%Prev: 2.8% | 58,829 SH | Decreased-58,042 SH |
| UBER TECHNOLOGIES INC | COM | $1.1M | 0.1%Prev: 0.3% | 13,011 SH | Decreased-11,948 SH |
| UIPATH INC | CL A | $286K | 0.0%Prev: 0.3% | 17,469 SH | Decreased-149,800 SH |
| ULTA BEAUTY INC | COM | $1.4M | 0.2%Prev: 0.1% | 2,351 SH | Increased+955 SH |
| UNION PAC CORP | COM | $16.7M | 2.1% | 72,297 SH | New |
| US FOODS HLDG CORP | COM | $2.5M | 0.3%Prev: 0.3% | 32,605 SH | Decreased-499 SH |
| VIAVI SOLUTIONS INC | COM | $2.7M | 0.3%Prev: 0.4% | 154,161 SH | Decreased-82,445 SH |
| VISTRA CORP | COM | $7.8M | 1.0%Prev: 1.5% | 48,069 SH | Decreased-11,245 SH |
| WALMART INC | COM | $1.8M | 0.2%Prev: 0.3% | 16,205 SH | Decreased-8,792 SH |
| WASTE CONNECTIONS INC | COM | $13.2M | 1.6%Prev: 1.8% | 75,515 SH | Decreased-1,198 SH |
| WELLS FARGO CO NEW | COM | $30.2M | 3.8%Prev: 4.2% | 324,412 SH | Decreased-59,619 SH |
| WYNN RESORTS LTD | COM | $1.2M | 0.1%Prev: 0.2% | 9,751 SH | Decreased+79 SH |
| 13F-HR |
| 0001104883-26-000008 |
| $822.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104883-25-000010 | $689.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104883-26-000005 | $824.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104883-25-000006 | $560.2M | View |