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CIK 0001632665 • 6 13F filings • Apr 25, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALEXANDRIA REAL ESTATE EQ IN | COM | $1.7M | 0.9%Prev: 1.4% | 34,871 SH | Decreased+2,008 SH |
| ALKAMI TECHNOLOGY INC | COM | $2.7M | 1.4%Prev: 1.5% | 118,475 SH | Decreased-1,426 SH |
| ALLSTATE CORP | COM | $1.8M | 0.9%Prev: 1.0% | 8,813 SH | Decreased-293 SH |
| AMERICAN EXPRESS CO | COM | $2.0M | 1.0%Prev: 1.2% | 5,414 SH | Decreased-2,017 SH |
| AMERICAN FINL GROUP INC OHIO | COM | $1.6M | 0.8%Prev: 0.8% | 12,008 SH | Increased+956 SH |
| AMPHENOL CORP NEW | CL A | $1.9M | 1.0%Prev: 1.1% | 13,918 SH | Decreased-4,106 SH |
| APYX MEDICAL CORPORATION | COM | $1.5M | 0.8%Prev: 0.5% | 437,961 SH | Increased-32,691 SH |
| ARES CAPITAL CORP | COM | $2.8M | 1.4%Prev: 1.3% | 138,683 SH | Increased+9,625 SH |
| ASTERA LABS INC | COM | $4.3M | 2.2%Prev: 2.6% | 26,067 SH | Decreased-231 SH |
| AVALONBAY CMNTYS INC | COM | $1.7M | 0.8%Prev: 0.8% | 9,117 SH | Decreased+490 SH |
| AVERY DENNISON CORP | COM | $1.8M | 0.9%Prev: 0.8% | 9,858 SH | Increased+378 SH |
| BILL HOLDINGS INC | COM | $3.0M | 1.5%Prev: 1.5% | 54,444 SH | Increased-618 SH |
| BOOT BARN HLDGS INC | COM | $2.4M | 1.2%Prev: 1.1% | 13,517 SH | Increased-148 SH |
| CAMTEK LTD | ORD | $2.8M | 1.4%Prev: 1.7% | 26,759 SH | Decreased-5,142 SH |
| CARDINAL INFRASTRUCTURE GROU | CL A | $1.2M | 0.6% | 50,000 SH | New |
| CARVANA CO | CL A | $3.3M | 1.7%Prev: 1.8% | 7,838 SH | Decreased-1,888 SH |
| CBIZ INC | COM | $2.3M | 1.2%Prev: 1.2% | 45,042 SH | Decreased-554 SH |
| CLEARPOINT NEURO INC | COM | $1.8M | 0.9%Prev: 1.5% | 132,418 SH | Decreased-1,606 SH |
| CLOUDFLARE INC | CL A COM | $3.1M | 1.6%Prev: 1.7% | 15,750 SH | Decreased-267 SH |
| COMPUGEN LTD | ORD | $1.3M | 0.7%Prev: 0.7% | 869,227 SH | Decreased-95,483 SH |
| COSTCO WHSL CORP NEW | COM | $1.8M | 0.9%Prev: 1.0% | 2,061 SH | Decreased-44 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $4.3M | 2.2%Prev: 3.1% | 30,131 SH | Decreased-12,882 SH |
| CROWN CASTLE INC | COM | $2.2M | 1.1%Prev: 1.1% | 25,027 SH | Decreased+1,493 SH |
| CYBERARK SOFTWARE LTD | SHS | $2.3M | 1.2%Prev: 1.4% | 5,155 SH | Decreased-666 SH |
| DEXCOM INC | COM | $2.2M | 1.1%Prev: 0.9% | 33,778 SH | Increased+7,937 SH |
| DIGITAL RLTY TR INC | COM | $2.1M | 1.1%Prev: 1.2% | 13,667 SH | Decreased-15 SH |
| DUTCH BROS INC | CL A | $2.8M | 1.4%Prev: 1.2% | 46,526 SH | Increased-941 SH |
| EPAM SYS INC | COM | $2.6M | 1.3%Prev: 1.0% | 13,534 SH | Increased-191 SH |
| EQUINIX INC | COM | $1.8M | 0.9%Prev: 0.9% | 2,397 SH | Increased+135 SH |
| EXTRA SPACE STORAGE INC | COM | $1.7M | 0.9%Prev: 0.9% | 13,382 SH | Decreased+980 SH |
| FACTSET RESH SYS INC | COM | $1.7M | 0.9%Prev: 0.5% | 6,022 SH | Increased+2,577 SH |
| FARMLAND PARTNERS INC | COM | $1.4M | 0.7%Prev: 0.7% | 143,622 SH | Increased+17,501 SH |
| FASTENAL CO | COM | $1.2M | 0.6%Prev: 0.7% | 30,884 SH | Decreased+544 SH |
| FEDERATED HERMES INC | CL B | $2.1M | 1.0%Prev: 1.1% | 39,838 SH | Decreased-1,255 SH |
| FIVERR INTL LTD | ORD SHS | $2.1M | 1.1%Prev: 1.3% | 102,138 SH | Decreased-7,272 SH |
| GCM GROSVENOR INC | COM CL A | $1.8M | 0.9%Prev: 0.9% | 154,837 SH | Decreased+1,573 SH |
| GE VERNOVA INC | COM | $2.4M | 1.2%Prev: 1.1% | 3,706 SH | Increased-42 SH |
| GITLAB INC | CLASS A COM | $2.2M | 1.1%Prev: 1.3% | 57,530 SH | Decreased-646 SH |
| GLAUKOS CORP | COM | $3.2M | 1.6%Prev: 1.2% | 28,425 SH | Increased-359 SH |
| GRACO INC | COM | $1.6M | 0.8%Prev: 0.8% | 19,526 SH | Increased+1,459 SH |
| GRID DYNAMICS HLDGS INC | CL A | $2.6M | 1.3%Prev: 1.1% | 288,952 SH | Increased-4,008 SH |
| HEALTHCARE RLTY TR | CL A COM | $1.7M | 0.8%Prev: 0.9% | 98,050 SH | Decreased-1,191 SH |
| HENRY JACK & ASSOC INC | COM | $2.0M | 1.0%Prev: 0.7% | 10,693 SH | Increased+1,109 SH |
| HERCULES CAPITAL INC | COM | $3.1M | 1.6%Prev: 1.5% | 163,288 SH | Increased+8,874 SH |
| HOME DEPOT INC | COM | $1.1M | 0.5%Prev: 0.6% | 3,146 SH | Decreased+198 SH |
| HOULIHAN LOKEY INC | CL A | $1.2M | 0.6%Prev: 0.7% | 6,900 SH | Decreased+106 SH |
| IDEXX LABS INC | COM | $2.4M | 1.2%Prev: 1.2% | 3,618 SH | Increased-37 SH |
| IMPINJ INC | COM | $3.0M | 1.5%Prev: 1.6% | 17,175 SH | Decreased-792 SH |
| INDEPENDENCE RLTY TR INC | COM | $1.8M | 0.9%Prev: 0.8% | 100,437 SH | Increased+6,676 SH |
| INMODE LTD | SHS | $1.2M | 0.6%Prev: 0.7% | 86,262 SH | Decreased-8,978 SH |
| KLA CORP | COM NEW | $3.1M | 1.6%Prev: 1.4% | 2,526 SH | Increased-152 SH |
| KORNIT DIGITAL LTD | SHS | $2.5M | 1.2%Prev: 1.3% | 155,182 SH | Decreased-11,689 SH |
| MAIN STR CAP CORP | COM | $3.2M | 1.6%Prev: 1.6% | 53,151 SH | Decreased+1,508 SH |
| MARVELL TECHNOLOGY INC | COM | $2.2M | 1.1%Prev: 1.4% | 25,601 SH | Decreased-8,695 SH |
| MCCORMICK & CO INC | COM NON VTG | $1.6M | 0.8%Prev: 0.7% | 24,037 SH | Increased+1,623 SH |
| MOBILEYE GLOBAL INC | COMMON CLASS A | $2.1M | 1.1%Prev: 1.3% | 202,702 SH | Decreased+14,136 SH |
| MONDAY COM LTD | SHS | $2.2M | 1.1%Prev: 1.3% | 14,662 SH | Decreased+1,119 SH |
| MONGODB INC | CL A | $3.8M | 1.9%Prev: 1.6% | 9,078 SH | Increased-1,423 SH |
| MONOLITHIC PWR SYS INC | COM | $3.7M | 1.9%Prev: 1.9% | 4,096 SH | Decreased-46 SH |
| NICE LTD | SPONSORED ADR | $1.9M | 1.0%Prev: 1.3% | 16,666 SH | Decreased-1,164 SH |
| NORTHERN OIL & GAS INC | COM | $1.6M | 0.8% | 72,854 SH | New |
| NUSCALE PWR CORP | CL A COM | $247K | 0.1%Prev: 0.3% | 17,419 SH | Decreased-240 SH |
| ONEMAIN HLDGS INC | COM | $2.5M | 1.3%Prev: 1.0% | 36,848 SH | Increased+1,565 SH |
| ONTO INNOVATION INC | COM | $2.4M | 1.2%Prev: 1.8% | 15,177 SH | Decreased-12,352 SH |
| POOL CORP | COM | $1.3M | 0.6%Prev: 0.8% | 5,480 SH | Decreased+438 SH |
| PROCEPT BIOROBOTICS CORP | COM | $2.3M | 1.1%Prev: 1.3% | 72,011 SH | Decreased-815 SH |
| PROCORE TECHNOLOGIES INC | COM | $2.9M | 1.5%Prev: 1.5% | 39,893 SH | Decreased-460 SH |
| PURE STORAGE INC | CL A | $2.2M | 1.1%Prev: 1.9% | 32,921 SH | Decreased-18,837 SH |
| QUALCOMM INC | COM | $1.9M | 1.0%Prev: 0.9% | 11,043 SH | Increased+194 SH |
| QUANTA SVCS INC | COM | $2.4M | 1.2%Prev: 1.2% | 5,728 SH | Increased-65 SH |
| QUICKLOGIC CORP | COM NEW | $1.5M | 0.8%Prev: 0.8% | 253,350 SH | Decreased-3,539 SH |
| ROLLINS INC | COM | $1.9M | 1.0%Prev: 0.9% | 31,943 SH | Increased+832 SH |
| RYMAN HOSPITALITY PPTYS INC | COM | $1.8M | 0.9%Prev: 0.7% | 18,755 SH | Increased+3,656 SH |
| SERVICETITAN INC | SHS CL A | $2.9M | 1.4%Prev: 1.1% | 26,768 SH | Increased+4,184 SH |
| SOFI TECHNOLOGIES INC | COM | $2.3M | 1.2% | 86,936 SH | New |
| STERIS PLC | SHS USD | $1.7M | 0.8%Prev: 0.8% | 6,597 SH | Increased+281 SH |
| STRYKER CORPORATION | COM | $1.4M | 0.7%Prev: 0.8% | 4,086 SH | Decreased-126 SH |
| SYMBOTIC INC | CLASS A COM | $2.4M | 1.2%Prev: 1.2% | 40,740 SH | Increased-3,424 SH |
| SYSCO CORP | COM | $1.6M | 0.8%Prev: 0.8% | 21,651 SH | Decreased+1,427 SH |
| TEXAS INSTRS INC | COM | $1.6M | 0.8%Prev: 0.8% | 9,468 SH | Increased+634 SH |
| TJX COS INC NEW | COM | $1.5M | 0.8%Prev: 0.7% | 9,769 SH | Increased-46 SH |
| TOAST INC | CL A | $2.2M | 1.1%Prev: 1.0% | 62,031 SH | Increased+6,951 SH |
| TORO CO | COM | $1.3M | 0.7%Prev: 0.6% | 16,768 SH | Increased+1,743 SH |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $3.5M | 1.8%Prev: 2.0% | 29,758 SH | Decreased-25,263 SH |
| TRACTOR SUPPLY CO | COM | $1.3M | 0.7%Prev: 0.7% | 26,715 SH | Decreased+319 SH |
| TRADEWEB MKTS INC | CL A | $2.4M | 1.2%Prev: 0.8% | 22,611 SH | Increased+7,375 SH |
| TRANSMEDICS GROUP INC | COM | $2.4M | 1.2%Prev: 1.2% | 19,823 SH | Increased-941 SH |
| VIPER ENERGY INC | CL A | $1.6M | 0.8% | 42,384 SH | New |
| VITAL FARMS INC | COM | $1.3M | 0.6% | 39,254 SH | New |
| VUZIX CORP | COM NEW | $1.2M | 0.6%Prev: 0.5% | 324,419 SH | Increased-5,159 SH |
| WATSCO INC | COM | $1.4M | 0.7%Prev: 0.8% | 4,231 SH | Decreased+316 SH |
| WILLIAMS COS INC | COM | $1.7M | 0.8% | 27,454 SH | New |
| WIX COM LTD | SHS | $1.8M | 0.9%Prev: 1.3% | 17,720 SH | Decreased+3,103 SH |
| 13F-HR |
| 0001632665-26-000003 |
| $213.6M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001632665-25-000005 | $188.1M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001632665-26-000002 | $175.8M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001632665-25-000004 | $168.0M | View |