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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 | $1.53B | 26.7%Prev: 40.6% | 6,984,000 SH | Decreased-2,768,000 SH |
| AMERICAN EXPRESS CO | COM | $20.9M | 0.4%Prev: 0.4% | 65,500 SH | Increased |
| APPLE INC | COM | $6.9M | 0.1%Prev: 0.4% | 33,600 SH | Decreased-48,900 SH |
| AXON ENTERPRISE INC | COM | $5.2M | 0.1% | 6,300 SH | New |
| CANADIAN PACIFIC KANSAS CITY | COM | $15.3M | 0.3%Prev: 0.3% | 192,500 SH | Increased+16,000 SH |
| CASEYS GEN STORES INC | COM | $64.3M | 1.1%Prev: 0.1% | 126,000 SH | Increased+117,800 SH |
| COMFORT SYS USA INC | COM | $1.4M | 0.0% | 2,520 SH | New |
| CORE & MAIN INC | CL A | $2.3M | 0.0% | 38,000 SH | New |
| COSTCO WHSL CORP NEW | COM | $4.4M | 0.1% | 4,400 SH | New |
| COUPANG INC | CL A | $25.2M | 0.4%Prev: 0.3% | 842,000 SH | Increased-52,000 SH |
| DANAHER CORPORATION | COM | $36.0M | 0.6% | 182,000 SH | New |
| DEERE & CO | COM | $6.4M | 0.1% | 12,600 SH | New |
| DELTA AIR LINES INC DEL | COM NEW | $13.5M | 0.2% | 274,500 SH | New |
| DOORDASH INC | CL A | $3.1M | 0.1%Prev: 0.4% | 12,600 SH | Decreased-135,400 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $24.4M | 0.4%Prev: 1.0% | 112,000 SH | Decreased-98,000 SH |
| FERROVIAL SE | ORD SHS | $17.4M | 0.3%Prev: 0.6% | 324,500 SH | Decreased-147,500 SH |
| GE AEROSPACE | COM NEW | $330.0M | 5.7%Prev: 6.8% | 1,282,000 SH | Decreased+80,000 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $33.3M | 0.6% | 450,000 SH | New |
| GRINDR INC | COM | $5.8M | 0.1% | 254,000 SH | New |
| HEICO CORP NEW | CL A | $2.2M | 0.0%Prev: 0.1% | 8,400 SH | Decreased-21,100 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $115.2M | 2.0%Prev: 2.6% | 432,500 SH | Decreased+12,500 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $4.6M | 0.1% | 25,200 SH | New |
| KENVUE INC | COM | $22.1M | 0.4%Prev: 0.3% | 1,054,000 SH | Increased+262,000 SH |
| KLA CORP | COM NEW | $83.1M | 1.4% | 92,800 SH | New |
| KNIFE RIVER CORP | COMMON STOCK | $1.0M | 0.0% | 12,600 SH | New |
| LAM RESEARCH CORP | COM NEW | $70.9M | 1.2% | 728,000 SH | New |
| LOAR HOLDINGS INC | COM SHS | $1.8M | 0.0% | 21,000 SH | New |
| LOUISIANA PAC CORP | COM | $5.9M | 0.1%Prev: 0.1% | 68,200 SH | Increased+6,200 SH |
| MARTIN MARIETTA MATLS INC | COM | $157.3M | 2.7%Prev: 3.2% | 286,500 SH | Decreased+18,500 SH |
| MASTERCARD INCORPORATED | CL A | $53.4M | 0.9% | 95,000 SH | New |
| MERCADOLIBRE INC | COM | $6.6M | 0.1% | 2,520 SH | New |
| META PLATFORMS INC | CL A | $78.2M | 1.4% | 106,000 SH | New |
| MICROSOFT CORP | COM | $503.4M | 8.8%Prev: 4.6% | 1,012,000 SH | Increased+390,200 SH |
| MOODYS CORP | COM | $118.4M | 2.1%Prev: 3.2% | 236,000 SH | Decreased-132,000 SH |
| NATERA INC | COM | $4.3M | 0.1% | 25,200 SH | New |
| NETFLIX INC | COM | $20.6M | 0.4% | 15,400 SH | New |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $8.6M | 0.1%Prev: 0.3% | 614,500 SH | Decreased-37,500 SH |
| PROCTER AND GAMBLE CO | COM | $27.5M | 0.5% | 172,500 SH | New |
| QXO INC | COM NEW | $2.7M | 0.0% | 126,500 SH | New |
| REPUBLIC SVCS INC | COM | $11.9M | 0.2%Prev: 0.9% | 48,400 SH | Decreased-152,100 SH |
| S&P GLOBAL INC | COM | $141.3M | 2.5%Prev: 4.5% | 268,000 SH | Decreased-258,000 SH |
| SEA LTD | SPONSORD ADS | $2.0M | 0.0%Prev: 0.2% | 12,600 SH | Decreased-115,900 SH |
| SHERWIN WILLIAMS CO | COM | $55.8M | 1.0%Prev: 1.1% | 162,500 SH | Increased-7,500 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $7.9M | 0.1% | 68,500 SH | New |
| SPDR S&P 500 ETF TR | CALL | $1.04B | 18.1% | 1,680,000 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $12.9M | 0.2%Prev: 0.5% | 16,800 SH | Decreased-36,000 SH |
| STERIS PLC | SHS USD | $2.0M | 0.0% | 8,400 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $229.2M | 4.0% | 1,012,000 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $59.4M | 1.0%Prev: 1.2% | 146,500 SH | Increased+28,000 SH |
| TRANSDIGM GROUP INC | COM | $182.5M | 3.2%Prev: 2.7% | 120,000 SH | Increased+2,000 SH |
| UNION PAC CORP | COM | $29.1M | 0.5%Prev: 0.7% | 126,500 SH | Decreased-27,500 SH |
| UNITED AIRLS HLDGS INC | COM | $32.3M | 0.6% | 406,000 SH | New |
| UNITY SOFTWARE INC | CALL | $17.3M | 0.3% | 714,000 SH | New |
| UNITY SOFTWARE INC | COM | $49.1M | 0.9% | 2,028,000 SH | New |
| VIKING HOLDINGS LTD | ORD SHS | $1.8M | 0.0% | 33,600 SH | New |
| VISA INC | COM CL A | $190.3M | 3.3%Prev: 5.7% | 536,000 SH | Decreased-414,000 SH |
| VULCAN MATLS CO | COM | $125.8M | 2.2%Prev: 2.0% | 482,500 SH | Increased+118,500 SH |
| WALMART INC | COM | $4.7M | 0.1% | 48,400 SH | New |
| WASTE CONNECTIONS INC | COM | $110.5M | 1.9%Prev: 3.0% | 592,000 SH | Decreased-340,000 SH |
| WASTE MGMT INC DEL | COM | $5.8M | 0.1%Prev: 0.3% | 25,200 SH | Decreased-31,600 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 |