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CIK 0001635663 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACM RESEARCH INC | Common Stock, Class A | $19.9M | 5.5%Prev: 5.3% | 504,161 SH | Decreased-20,839 SH |
| AERCAP HOLDINGS NV | Shares | $14.4M | 3.9%Prev: 3.5% | 100,069 SH | Increased-10,641 SH |
| ALIBABA GROUP HOLDING | Sponsored ADS | $1.2M | 0.3%Prev: 0.4% | 7,912 SH | Decreased+16 SH |
| ALPHABET INC | Capital Stock Class C | $17.8M | 4.9%Prev: 3.5% | 56,742 SH | Increased+835 SH |
| AMAZON.COM INC | Common Stock | $5.7M | 1.6%Prev: 1.4% | 24,613 SH | Increased+364 SH |
| APOLLO GLOBAL MANAGEMENT INC | Common Stock Class A | $791K | 0.2%Prev: 2.9% | 5,461 SH | Decreased-77,670 SH |
| ARCH CAPITAL GROUP LTD | Ordinary Shares | $2.9M | 0.8%Prev: 1.1% | 30,110 SH | Decreased-15,388 SH |
| ARES MANAGEMENT CORPORATION | Class A Common Stock | $6.4M | 1.7% | 39,292 SH | New |
| BANCO SANTANDER SA | ADR | $10.6M | 2.9%Prev: 3.8% | 903,926 SH | Decreased-473,620 SH |
| BERKSHIRE HATHAWAY INC | Common Stock - Class A | $755K | 0.2%Prev: 0.2% | 1 SH | Increased |
| BLACKSTONE INC | Common Stock Class A | $3.4M | 0.9%Prev: 1.0% | 21,942 SH | Decreased+167 SH |
| BROADCOM INC | Common Stock | $12.3M | 3.4%Prev: 3.6% | 35,670 SH | Decreased-6,464 SH |
| CENTURY ALUMINUM COMPANY | Common Stock | $16.6M | 4.6%Prev: 3.6% | 423,808 SH | Increased-48,121 SH |
| CLEARWATER ANALYTICS HOLDINGS INC | Class A | $3.6M | 1.0% | 147,349 SH | New |
| COMPASS INC | Class A | $10.4M | 2.8%Prev: 1.7% | 981,344 SH | Increased+144,661 SH |
| COMPOSECURE INC | Common Stock Class A | $6.4M | 1.7%Prev: 1.8% | 330,629 SH | Decreased+4,818 SH |
| CORE SCIENTIFIC INC NEW | Common Stock | $2.9M | 0.8% | 196,433 SH | New |
| CRH PLC | Ordinary Shares | $4.4M | 1.2%Prev: 1.1% | 34,857 SH | Increased+258 SH |
| DELL TECHNOLOGIES -C | Class C | $7.8M | 2.1%Prev: 2.5% | 61,803 SH | Decreased-4,797 SH |
| DELTA AIR LINES INC | Common Stock, New | $4.1M | 1.1%Prev: 0.9% | 59,680 SH | Increased-212 SH |
| EQUITABLE HOLDINGS INC | Common Stock | $1.7M | 0.5%Prev: 2.4% | 34,842 SH | Decreased-150,385 SH |
| FISERV INC | Common Stock | $354K | 0.1%Prev: 0.2% | 5,275 SH | Decreased+275 SH |
| GLOBAL PAYMENTS INC | Common Stock | $10.5M | 2.9%Prev: 3.0% | 136,140 SH | Decreased-396 SH |
| GRIFFON CORP | Common Stock | $2.0M | 0.5%Prev: 0.5% | 26,983 SH | Decreased-103 SH |
| GULFPORT ENERGY CORP | Common Shares | $9.5M | 2.6%Prev: 2.2% | 45,553 SH | Increased-120 SH |
| HALLADOR ENERGY CO | Common Stock | $5.6M | 1.5%Prev: 1.5% | 292,029 SH | Decreased-918 SH |
| HALOZYME THERAPEUTICS INC | Common Stock | $9.7M | 2.7%Prev: 2.7% | 144,240 SH | Decreased+1,663 SH |
| IAC INC | Common New | $6.3M | 1.7%Prev: 1.4% | 159,897 SH | Increased-308 SH |
| IES HOLDINGS INC | Common Stock | $7.0M | 1.9%Prev: 1.9% | 18,070 SH | Decreased-39 SH |
| JD.COM INC | Sponsored ADS - Class A | $1.3M | 0.3%Prev: 0.4% | 44,250 SH | Decreased-28 SH |
| LITHIA MOTORS INC | Common Stock | $2.9M | 0.8%Prev: 0.7% | 8,867 SH | Increased+114 SH |
| LOWE'S COS INC | Common Stock | $3.5M | 1.0%Prev: 1.0% | 14,714 SH | Decreased+115 SH |
| M/I HOMES INC | Common Stock | $9.8M | 2.7%Prev: 2.9% | 76,976 SH | Decreased-14 SH |
| MEDIFAST INC | Common Stock | $3.0M | 0.8% | 276,414 SH | New |
| META PLATFORMS INC-CLASS A | Class A | $10.9M | 3.0%Prev: 3.1% | 16,579 SH | Decreased+243 SH |
| MICRON TECHNOLOGY INC | Common Stock | $9.5M | 2.6%Prev: 1.4% | 33,282 SH | Increased+37 SH |
| MICROSOFT CORP | Common Stock | $7.3M | 2.0%Prev: 2.0% | 15,004 SH | Decreased+116 SH |
| NRG ENERGY INC | Common Stock, New | $2.9M | 0.8%Prev: 0.8% | 18,449 SH | Decreased-43 SH |
| NVIDIA CORPORATION | Common Stock | $3.7M | 1.0% | 19,644 SH | New |
| ORASURE TECHNOLOGIES INC | Common Stock, New | $968K | 0.3%Prev: 1.1% | 400,000 SH | Decreased-951,581 SH |
| PRIORITY TECHNOLOGY HOLDINGS | Common Stock | $8.6M | 2.4%Prev: 2.5% | 1,576,734 SH | Decreased+187,893 SH |
| RADIAN GROUP INC | Common Stock | $1.7M | 0.5%Prev: 0.5% | 48,528 SH | Decreased-752 SH |
| RESIDEO TECHNOLOGIES INC | Common Stock | $10.5M | 2.9%Prev: 4.3% | 300,098 SH | Decreased-79,500 SH |
| RESOLUTE HOLDINGS MANAGEMENT INC | Common Stock | $2.2M | 0.6% | 10,547 SH | New |
| SHARKNINJA INC | Common Shares | $5.5M | 1.5%Prev: 1.3% | 49,109 SH | Increased+1,139 SH |
| SLM CORP | Common Stock | $5.0M | 1.4%Prev: 1.3% | 183,142 SH | Decreased-1,295 SH |
| STANDARDAERO INC | Common Stock | $254K | 0.1%Prev: 0.1% | 8,868 SH | Increased+94 SH |
| T-MOBILE US INC | Common Stock | $7.6M | 2.1%Prev: 2.3% | 37,414 SH | Decreased+308 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | Sponsored ADS | $8.5M | 2.3%Prev: 2.0% | 27,896 SH | Increased-182 SH |
| TALEN ENERGY CORP | Common Stock | $7.7M | 2.1%Prev: 1.7% | 20,543 SH | Increased+4,866 SH |
| TAYLOR MORRISON HOME CORP | Common Stock | $8.8M | 2.4%Prev: 2.5% | 149,343 SH | Decreased+1,245 SH |
| TENET HEALTHCARE CORP | Common Stock, New | $10.2M | 2.8%Prev: 2.7% | 51,326 SH | Decreased+110 SH |
| THE CIGNA GROUP | Common Stock | $2.6M | 0.7%Prev: 0.7% | 9,290 SH | Decreased+20 SH |
| TIPTREE INC | Common Stock | $9.0M | 2.5%Prev: 2.0% | 493,854 SH | Increased+97,474 SH |
| TRANSDIGM GROUP INC | Common Stock | $3.7M | 1.0%Prev: 0.9% | 2,749 SH | Increased-11 SH |
| TRIPADVISOR INC | Common Stock | $1.4M | 0.4%Prev: 0.4% | 92,997 SH | Decreased-141 SH |
| USA TODAY CO INC | Common Stock | $1.3M | 0.3% | 245,542 SH | New |
| VICTORY CAPITAL HOLDING | Common Stock Class A | $6.7M | 1.9%Prev: 1.8% | 106,933 SH | Decreased+781 SH |
| VISTRA CORP | Common Stock | $2.9M | 0.8%Prev: 0.9% | 18,068 SH | Decreased-64 SH |
| 13F-HR |
| 0001635663-26-000007 |
| $467.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001635663-25-000006 | $351.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001635663-26-000005 | $402.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001635663-25-000003 | $330.6M | View |