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CIK 0001663900 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACV AUCTIONS INC | COM CL A | $23.8M | 2.5% | 2,963,578 SH | New |
| ARAMARK | COM | $49.8M | 5.2%Prev: 3.4% | 1,351,397 SH | Increased+534,136 SH |
| BOX INC | CL A | $52.1M | 5.5%Prev: 5.3% | 1,741,267 SH | Increased+223,439 SH |
| CBIZ INC | COM | $49.9M | 5.2%Prev: 3.4% | 989,349 SH | Increased+392,587 SH |
| CCC INTELLIGENT SOLUTIONS HL | COM | $15.9M | 1.7% | 2,000,000 SH | New |
| CDW CORP | COM | $23.0M | 2.4% | 168,982 SH | New |
| FIRST ADVANTAGE CORP NEW | COM | $38.7M | 4.1%Prev: 3.9% | 2,661,286 SH | Increased+310,672 SH |
| HUNTINGTON INGALLS INDS INC | COM | $39.2M | 4.1%Prev: 4.9% | 115,217 SH | Decreased-40,190 SH |
| HURON CONSULTING GROUP INC | COM | $48.3M | 5.1%Prev: 7.2% | 279,089 SH | Decreased-172,896 SH |
| IQVIA HLDGS INC | COM | $36.9M | 3.9%Prev: 4.7% | 163,513 SH | Decreased-65,591 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $21.4M | 2.2% | 150,000 SH | New |
| LOCKHEED MARTIN CORP | COM | $62.5M | 6.6% | 129,313 SH | New |
| N-ABLE INC | COMMON STOCK | $45.9M | 4.8%Prev: 5.3% | 6,134,573 SH | Decreased-77,305 SH |
| OPENLANE INC | COM | $44.6M | 4.7%Prev: 4.7% | 1,498,562 SH | Increased+7,454 SH |
| PERFORMANCE FOOD GROUP CO | COM | $40.9M | 4.3%Prev: 5.2% | 454,315 SH | Decreased-8,826 SH |
| RENTOKIL INITIAL PLC | SPONSORED ADR | $50.0M | 5.2%Prev: 5.4% | 1,697,919 SH | Decreased-287,326 SH |
| REPAY HLDGS CORP | COM CL A | $15.9M | 1.7%Prev: 2.2% | 4,361,524 SH | Decreased+433,524 SH |
| SS&C TECHNOLOGIES HLDGS INC | COM | $55.2M | 5.8%Prev: 4.9% | 630,879 SH | Increased+123,862 SH |
| STANLEY BLACK & DECKER INC | COM | $32.2M | 3.4%Prev: 4.6% | 433,673 SH | Decreased-133,800 SH |
| SYSCO CORP | COM | $48.1M | 5.0%Prev: 5.0% | 652,768 SH | Increased+96,425 SH |
| TRANSUNION | COM | $44.4M | 4.7% | 517,921 SH | New |
| VERRA MOBILITY CORP | CL A COM STK | $66.3M | 6.9%Prev: 6.1% | 2,956,976 SH | Increased+672,202 SH |
| WEX INC | COM | $49.0M | 5.1%Prev: 5.3% | 329,177 SH | Increased+21,096 SH |
| 13F-HR |
| 0001892688-26-000115 |
| $636.8M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001892688-25-000146 | $932.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001892688-26-000072 | $591.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001892688-25-000113 | $810.3M | View |