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CIK 0001728681 • 6 13F filings • May 14, 2025 – Jul 16, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC | ACCENTURE PLC | $20K | 3.4%Prev: 3.4% | 57,242 SH | |
| ACUITY BRANDS INC | ACUITY BRANDS INC | $2K | 0.3% | 7,669 SH | New |
| ADVANCED MICRO DEVICES | ADVANCED MICRO DEVICES | $11K | 1.9%Prev: 1.9% | 67,942 SH | |
| ALCON INC | ALCON INC | $15K | 2.4%Prev: 2.3% | 133,220 SH | Increased |
| ALIBABA GROUP | ALIBABA GROUP | $294 | 0.0%Prev: 0.0% | 2,800 SH | |
| ALPHABET - A | ALPHABET - A | $8K | 1.3%Prev: 1.3% | 47,803 SH | |
| AMAZON.COM | AMAZON.COM | $57 | 0.0%Prev: 0.0% | 300 SH | |
| AMERICAN WATER WORKS | AMERICAN WATER WORKS | $3K | 0.6%Prev: 0.6% | 23,553 SH | |
| ANALOG DEVICES | ANALOG DEVICES | $10K | 1.6% | 44,251 SH | New |
| APPLE INC US | APPLE INC US | $5K | 0.8%Prev: 0.8% | 21,479 SH | |
| ARISTA NETWORKS | ARISTA NETWORKS | $3K | 0.4%Prev: 0.5% | 7,039 SH | |
| ASTERA LABS INC | ASTERA LABS INC | $943 | 0.2%Prev: 0.2% | 17,231 SH | |
| BAIDU INC | BAIDU INC | $62 | 0.0%Prev: 0.0% | 600 SH | |
| CALL FSLR 1/17/25 C230 | CALL FSLR 1/17/25 C230 | $4 | 0.0%Prev: 0.0% | 200 SH | |
| CALL NXT 02/21/25 C45 | CALL NXT 02/21/25 C45 | $2 | 0.0%Prev: 0.0% | 500 SH | |
| CALL RUN 1/17/25 C17.5 | CALL RUN 1/17/25 C17.5 | $3 | 0.0%Prev: 0.0% | 1,600 SH | |
| COHERENT INC | COHERENT INC | $3K | 0.5%Prev: 0.5% | 34,374 SH | |
| CONFLUENT | CONFLUENT | $3K | 0.6%Prev: 0.6% | 177,319 SH | |
| CROWDSTRIKE | CROWDSTRIKE | $3K | 0.5%Prev: 0.5% | 10,854 SH | |
| CYBERARK | CYBERARK | $13K | 2.1% | 44,312 SH | New |
| DARLING INGREDIENTS | DARLING INGREDIENTS | $5K | 0.8%Prev: 0.8% | 130,096 SH | |
| DATADOG | DATADOG | $765 | 0.1%Prev: 0.1% | 6,700 SH | |
| DEERE | DEERE | $7K | 1.1%Prev: 1.1% | 15,835 SH | |
| DIGITAL REALTY 0.625 2031 | DIGITAL REALTY 0.625 2031 | $487 | 0.1%Prev: 0.1% | 500,000 SH | Increased |
| DUOLINGO | DUOLINGO | $8K | 1.3%Prev: 1.3% | 28,184 SH | |
| EATON CORP | EATON CORP | $15K | 2.4%Prev: 2.5% | 44,428 SH | |
| ELI LILLY | ELI LILLY | $18K | 3.0%Prev: 3.1% | 20,238 SH | |
| FERRARI NV | FERRARI NV | $12K | 2.0%Prev: 1.9% | 23,649 SH | Increased |
| FIRST SOLAR INC | FIRST SOLAR INC | $1K | 0.2%Prev: 0.2% | 5,544 SH | |
| GITLAB INC | GITLAB INC | $7K | 1.1%Prev: 1.1% | 133,668 SH | |
| INTUIT INC | INTUIT INC | $11K | 1.8% | 16,846 SH | New |
| INTUITIVE SURGICAL | INTUITIVE SURGICAL | $9K | 1.5% | 18,945 SH | New |
| INVESCO CHINA TECHNOLOGY ETF | INVESCO CHINA TECHNOLOGY ETF | $233 | 0.0%Prev: 0.0% | 6,100 SH | |
| INVESCO SOLAR ETF | INVESCO SOLAR ETF | $273 | 0.0%Prev: 0.0% | 6,500 SH | |
| JP MORGAN | JP MORGAN | $6K | 1.0%Prev: 1.0% | 29,164 SH | |
| MASTEC | MASTEC | $3K | 0.5%Prev: 0.5% | 22,437 SH | |
| MASTERCARD | MASTERCARD | $20K | 3.2%Prev: 3.3% | 39,834 SH | |
| MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC | $17K | 2.8%Prev: 2.8% | 155,733 SH | |
| MICROSOFT CORP | MICROSOFT CORP | $82K | 13.5%Prev: 13.6% | 189,860 SH | |
| MONGO DB | MONGO DB | $11K | 1.9% | 41,780 SH | New |
| NEXTERA ENERGY | NEXTERA ENERGY | $4K | 0.6%Prev: 0.6% | 42,889 SH | |
| ON SEMICONDUCTOR CORP | ON SEMICONDUCTOR CORP | $3K | 0.5%Prev: 0.5% | 44,450 SH | |
| OWENS CORNING | OWENS CORNING | $4K | 0.6%Prev: 0.6% | 20,947 SH | |
| PALO ALTO | PALO ALTO | $6K | 1.0%Prev: 1.0% | 17,365 SH | |
| PROCORE TECHNOLOGY | PROCORE TECHNOLOGY | $10K | 1.6% | 155,373 SH | New |
| PROGRESSIVE US | PROGRESSIVE US | $13K | 2.2% | 51,770 SH | New |
| PURE STORAGE | PURE STORAGE | $9K | 1.6%Prev: 1.6% | 187,874 SH | |
| QUANTA SERVICES | QUANTA SERVICES | $6K | 1.0%Prev: 1.0% | 19,455 SH | |
| REPUBLIC SERVICES | REPUBLIC SERVICES | $3K | 0.5%Prev: 0.5% | 13,884 SH | |
| SENTINEL ONE | SENTINEL ONE | $5K | 0.8%Prev: 0.8% | 207,688 SH | |
| SERVICENOW | SERVICENOW | $23K | 3.8%Prev: 3.8% | 25,703 SH | |
| SMURFIT WESTROCK | SMURFIT WESTROCK | $18K | 3.0%Prev: 3.0% | 488,737 SH | |
| SNOWFLAKE | SNOWFLAKE | $7K | 1.2%Prev: 1.2% | 63,637 SH | |
| STELLANTIS NV | STELLANTIS NV | $19K | 3.1%Prev: 3.0% | 1,110,051 SH | Increased |
| SYNOPSYS | SYNOPSYS | $11K | 1.8%Prev: 1.8% | 21,054 SH | |
| T-MOBILE US | T-MOBILE US | $16K | 2.6%Prev: 2.7% | 78,614 SH | |
| THERMO FISHER | THERMO FISHER | $14K | 2.4%Prev: 2.4% | 23,318 SH | |
| TOTAL ENERGIES | TOTAL ENERGIES | $944 | 0.2% | 12,710 SH | New |
| TSMC ADR | TSMC ADR | $8K | 1.3%Prev: 1.3% | 40,524 SH | |
| UNITED RENTALS | UNITED RENTALS | $11K | 1.9%Prev: 1.9% | 14,060 SH | |
| VEEVA | VEEVA | $8K | 1.4%Prev: 1.4% | 40,273 SH | |
| VERISK ANALYTICS INC | VERISK ANALYTICS INC | $6K | 1.1%Prev: 1.1% | 24,085 SH | |
| VERTIV HOLDINGS | VERTIV HOLDINGS | $8K | 1.3% | 76,651 SH | New |
| WABTEC | WABTEC | $6K | 1.0%Prev: 1.0% | 33,558 SH | |
| WASTE CONNECTIONS | WASTE CONNECTIONS | $28K | 4.7%Prev: 4.7% | 117,228 SH | |
| WORKDAY INC | WORKDAY INC | $24K | 4.0%Prev: 4.0% | 98,189 SH |
| 13F-HR |
| 0001728681-26-000004 |
| $932K |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001728681-25-000004 | $644K | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001728681-26-000003 | $718K | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001728681-25-000003 | $705K | View |