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CIK 0001675884 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $48.1M | 1.0%Prev: 2.2% | 198,000 SH | Decreased-122,000 SH |
| AMAZON COM INC | CALL | $27.7M | 0.6% | 126,000 SH | New |
| AMAZON COM INC | COM | $1.76B | 35.3%Prev: 44.8% | 8,024,000 SH | Decreased-1,648,000 SH |
| AMERICAN EXPRESS CO | COM | $21.8M | 0.4% | 65,500 SH | New |
| APPLE INC | COM | $23.1M | 0.5% | 90,800 SH | New |
| AURORA INNOVATION INC | CLASS A COM | $4.5M | 0.1% | 840,000 SH | New |
| AXON ENTERPRISE INC | COM | $4.5M | 0.1% | 6,300 SH | New |
| CANADIAN PACIFIC KANSAS CITY | COM | $14.3M | 0.3%Prev: 0.2% | 192,500 SH | Increased+50,500 SH |
| CASEYS GEN STORES INC | COM | $71.2M | 1.4% | 126,000 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $37.2M | 0.7% | 948,000 SH | New |
| CLEAN HARBORS INC | COM | $7.8M | 0.2% | 33,600 SH | New |
| COINBASE GLOBAL INC | PUT | $169K | 0.0% | 500 SH | New |
| COLGATE PALMOLIVE CO | COM | $13.5M | 0.3%Prev: 0.1% | 168,500 SH | Increased+86,000 SH |
| COMFORT SYS USA INC | COM | $2.1M | 0.0% | 2,520 SH | New |
| COREWEAVE INC | PUT | $68K | 0.0% | 500 SH | New |
| COSTCO WHSL CORP NEW | COM | $4.1M | 0.1% | 4,400 SH | New |
| COUPANG INC | CL A | $27.1M | 0.5%Prev: 0.3% | 842,000 SH | Increased-20,000 SH |
| DANAHER CORPORATION | COM | $38.9M | 0.8% | 196,000 SH | New |
| DEERE & CO | COM | $3.8M | 0.1% | 8,400 SH | New |
| DOORDASH INC | CL A | $10.3M | 0.2%Prev: 0.6% | 38,000 SH | Decreased-140,000 SH |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $28.7M | 0.6%Prev: 1.1% | 128,000 SH | Decreased-120,000 SH |
| FERROVIAL SE | ORD SHS | $21.2M | 0.4% | 362,000 SH | New |
| GE AEROSPACE | COM NEW | $385.7M | 7.7%Prev: 8.0% | 1,282,000 SH | Decreased+184,000 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $12.8M | 0.3% | 170,000 SH | New |
| GEMINI SPACE STA INC | PUT | $5K | 0.0% | 200 SH | New |
| HEICO CORP NEW | CL A | $6.4M | 0.1% | 25,200 SH | New |
| HILTON WORLDWIDE HLDGS INC | COM | $112.2M | 2.2%Prev: 2.5% | 432,500 SH | Decreased+50,500 SH |
| INSTALLED BLDG PRODS INC | COM | $1.6M | 0.0% | 6,300 SH | New |
| INTERCONTINENTAL EXCHANGE IN | COM | $4.2M | 0.1% | 25,200 SH | New |
| JPMORGAN CHASE & CO. | COM | $3.3M | 0.1% | 10,500 SH | New |
| KENVUE INC | COM | $24.0M | 0.5%Prev: 0.2% | 1,476,000 SH | Increased+1,020,000 SH |
| KLA CORP | COM NEW | $41.0M | 0.8% | 38,000 SH | New |
| LAM RESEARCH CORP | COM NEW | $45.8M | 0.9% | 342,000 SH | New |
| LOAR HOLDINGS INC | COM SHS | $1.7M | 0.0% | 21,000 SH | New |
| LOUISIANA PAC CORP | COM | $6.8M | 0.1%Prev: 0.1% | 76,800 SH | Increased+16,800 SH |
| LYFT INC | CL A COM | $5.5M | 0.1% | 252,000 SH | New |
| MARTIN MARIETTA MATLS INC | COM | $171.4M | 3.4%Prev: 2.8% | 272,000 SH | Increased+20,000 SH |
| MASTERCARD INCORPORATED | CL A | $54.0M | 1.1% | 95,000 SH | New |
| MERCADOLIBRE INC | COM | $5.9M | 0.1%Prev: 0.2% | 2,520 SH | Decreased-3,680 SH |
| META PLATFORMS INC | CL A | $77.8M | 1.6% | 106,000 SH | New |
| MICROSOFT CORP | COM | $524.2M | 10.5%Prev: 4.2% | 1,012,000 SH | Increased+440,000 SH |
| MOODYS CORP | COM | $154.6M | 3.1%Prev: 2.7% | 324,500 SH | Increased+12,500 SH |
| NETFLIX INC | COM | $18.5M | 0.4% | 15,400 SH | New |
| PALANTIR TECHNOLOGIES INC | PUT | $182K | 0.0% | 1,000 SH | New |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $15.9M | 0.3% | 712,000 SH | New |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | $5.6M | 0.1% | 255,000 SH | New |
| PROCTER AND GAMBLE CO | COM | $26.5M | 0.5% | 172,500 SH | New |
| QXO INC | COM NEW | $2.4M | 0.0% | 126,500 SH | New |
| REPUBLIC SVCS INC | COM | $15.0M | 0.3%Prev: 1.0% | 65,200 SH | Decreased-175,300 SH |
| RESTAURANT BRANDS INTL INC | COM | $8.1M | 0.2% | 126,000 SH | New |
| S&P GLOBAL INC | COM | $197.6M | 4.0%Prev: 3.9% | 406,000 SH | Decreased-80,500 SH |
| SEA LTD | SPONSORD ADS | $4.5M | 0.1%Prev: 0.3% | 25,200 SH | Decreased-110,800 SH |
| SELECT SECTOR SPDR TR | THE INDUSTRIAL S | $308K | 0.0% | 2,000 SH | New |
| SHERWIN WILLIAMS CO | COM | $56.3M | 1.1%Prev: 1.1% | 162,500 SH | Increased+2,000 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $15.2M | 0.3% | 102,000 SH | New |
| SOLARIS ENERGY INFRAS INC | PUT | $40K | 0.0% | 1,000 SH | New |
| SPDR S&P 500 ETF TR | PUT | $2.3M | 0.0% | 3,500 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $11.7M | 0.2%Prev: 0.5% | 16,800 SH | Decreased-38,000 SH |
| STRATEGY INC | PUT | $161K | 0.0% | 500 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $52.4M | 1.0%Prev: 1.5% | 108,000 SH | Decreased-42,500 SH |
| TRACTOR SUPPLY CO | COM | $955K | 0.0% | 16,800 SH | New |
| TRANSDIGM GROUP INC | COM | $158.2M | 3.2%Prev: 3.1% | 120,000 SH | Decreased |
| UNION PAC CORP | COM | $35.6M | 0.7%Prev: 0.8% | 150,500 SH | Decreased+8,500 SH |
| UNITEDHEALTH GROUP INC | COM | $13.1M | 0.3% | 37,800 SH | New |
| VAIL RESORTS INC | COM | $1.6M | 0.0% | 10,500 SH | New |
| VERTIV HOLDINGS CO | PUT | $226K | 0.0% | 1,500 SH | New |
| VISA INC | COM CL A | $281.3M | 5.6%Prev: 9.3% | 824,000 SH | Decreased-567,718 SH |
| VULCAN MATLS CO | COM | $134.7M | 2.7%Prev: 1.8% | 438,000 SH | Increased+129,500 SH |
| WALMART INC | COM | $7.8M | 0.2% | 76,000 SH | New |
| WASTE CONNECTIONS INC | COM | $120.0M | 2.4%Prev: 3.7% | 682,500 SH | Decreased-465,500 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 |