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CIK 0001675884 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $1.19B | 31.6% | 6,254,000 SH | |
| APPLE INC | COM | $2.3M | 0.1% | 10,500 SH | |
| APPLIED MATLS INC | COM | $25.0M | 0.7% | 172,000 SH | |
| AXON ENTERPRISE INC | COM | $3.4M | 0.1% | 6,400 SH | |
| CASEYS GEN STORES INC | COM | $54.7M | 1.5% | 126,000 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $1.3M | 0.0% | 25,200 SH | |
| COMFORT SYS USA INC | COM | $1.6M | 0.0% | 5,040 SH | |
| COSTCO WHSL CORP NEW | COM | $4.2M | 0.1% | 4,400 SH | |
| COUPANG INC | CL A | $24.6M | 0.7% | 1,120,000 SH | |
| DANAHER CORPORATION | COM | $33.7M | 0.9% | 164,500 SH | |
| DEERE & CO | COM | $2.5M | 0.1% | 5,250 SH | |
| DELTA AIR LINES INC DEL | COM NEW | $11.1M | 0.3% | 254,000 SH | |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $16.7M | 0.4% | 104,000 SH | |
| FERROVIAL SE | ORD SHS | $12.3M | 0.3% | 274,000 SH | |
| GE AEROSPACE | COM NEW | $256.6M | 6.8% | 1,282,000 SH | |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $33.6M | 0.9% | 416,500 SH | |
| GRINDR INC | COM | $9.5M | 0.3% | 532,000 SH | |
| HILTON WORLDWIDE HLDGS INC | COM | $98.4M | 2.6% | 432,500 SH | |
| HUNTINGTON INGALLS INDS INC | COM | $1.3M | 0.0% | 6,300 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $1.4M | 0.0% | 8,400 SH | |
| KENVUE INC | COM | $15.7M | 0.4% | 654,000 SH | |
| KINDER MORGAN INC DEL | COM | $4.6M | 0.1% | 160,000 SH | |
| KLA CORP | COM NEW | $91.4M | 2.4% | 134,500 SH | |
| LAM RESEARCH CORP | COM NEW | $72.8M | 1.9% | 1,002,000 SH | |
| LOAR HOLDINGS INC | COM SHS | $1.5M | 0.0% | 21,000 SH | |
| LOUISIANA PAC CORP | COM | $6.0M | 0.2% | 65,000 SH | |
| MARTIN MARIETTA MATLS INC | COM | $142.7M | 3.8% | 298,500 SH | |
| MERCADOLIBRE INC | COM | $31.2M | 0.8% | 16,000 SH | |
| META PLATFORMS INC | CL A | $54.8M | 1.5% | 95,000 SH | |
| MICROSOFT CORP | COM | $379.9M | 10.1% | 1,012,000 SH | |
| MOODYS CORP | COM | $109.9M | 2.9% | 236,000 SH | |
| NETFLIX INC | COM | $9.8M | 0.3% | 10,500 SH | |
| ONTO INNOVATION INC | COM | $9.7M | 0.3% | 80,000 SH | |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $1.1M | 0.0% | 105,000 SH | |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | $1.9M | 0.0% | 52,500 SH | |
| PROCTER AND GAMBLE CO | COM | $26.2M | 0.7% | 154,000 SH | |
| QXO INC | COM NEW | $341K | 0.0% | 25,200 SH | |
| REPUBLIC SVCS INC | COM | $6.1M | 0.2% | 25,200 SH | |
| S&P GLOBAL INC | COM | $119.9M | 3.2% | 236,000 SH | |
| SHELL PLC | SPON ADS | $10.0M | 0.3% | 136,500 SH | |
| SHERWIN WILLIAMS CO | COM | $37.0M | 1.0% | 106,000 SH | |
| SHOPIFY INC | CL A | $3.2M | 0.1% | 33,600 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $6.9M | 0.2% | 12,600 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $241.7M | 6.4% | 1,456,000 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $47.3M | 1.3% | 95,000 SH | |
| TRANSDIGM GROUP INC | COM | $152.2M | 4.0% | 110,000 SH | |
| UNION PAC CORP | COM | $15.5M | 0.4% | 65,500 SH | |
| UNITED AIRLS HLDGS INC | COM | $24.7M | 0.7% | 358,000 SH | |
| VISA INC | COM CL A | $102.3M | 2.7% | 292,000 SH | |
| VULCAN MATLS CO | COM | $116.2M | 3.1% | 498,000 SH | |
| WASTE CONNECTIONS INC | COM | $115.6M | 3.1% | 592,000 SH | |
| WILLIAMS COS INC | COM | $20.7M | 0.6% | 346,500 SH |
| 13F-HR |
| 0001420506-26-001667 |
| $5.14B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002018 | $5.75B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001032 | $5.00B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001164 | $3.76B | View |