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CIK 0001420816 • 6 13F filings • May 12, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLIENT INC | COM | $8.1M | 0.8% | 150,000 SH | New |
| ALMONTY INDS INC | COM NEW | $11.5M | 1.1%Prev: 0.7% | 1,300,000 SH | Increased |
| ALPHABET INC | CAP STK CL A | $15.7M | 1.6%Prev: 1.2% | 50,000 SH | Increased |
| AMAZON COM INC | COM | $46.2M | 4.6%Prev: 4.2% | 200,000 SH | Increased |
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | $17.8M | 1.8%Prev: 3.9% | 619,900 SH | Decreased-70,100 SH |
| ANALOG DEVICES INC | COM | $23.1M | 2.3%Prev: 2.3% | 85,000 SH | Decreased-15,000 SH |
| ANDERSEN GROUP INC | CL A | $2.6M | 0.3% | 100,000 SH | New |
| APPLIED MATLS INC | COM | $10.3M | 1.0% | 40,000 SH | New |
| APPLOVIN CORP | COM CL A | $13.5M | 1.3% | 20,000 SH | New |
| ARM HOLDINGS PLC | SPONSORED ADS | $5.5M | 0.5%Prev: 0.7% | 50,000 SH | Decreased |
| ASML HOLDING N V | N Y REGISTRY SHS | $10.7M | 1.1%Prev: 0.4% | 10,000 SH | Increased+6,000 SH |
| ASP ISOTOPES INC | COM | $4.4M | 0.4%Prev: 1.2% | 825,000 SH | Decreased-500,000 SH |
| ASPEN AEROGELS INC | COM | $2.8M | 0.3%Prev: 1.2% | 1,000,000 SH | Decreased-792,424 SH |
| AXON ENTERPRISE INC | COM | $11.4M | 1.1%Prev: 2.0% | 20,000 SH | Decreased-10,000 SH |
| BETA TECHNOLOGIES INC | COM SHS CL A | $5.6M | 0.6% | 200,000 SH | New |
| BIODESIX INC | COM | $2.2M | 0.2%Prev: 0.3% | 327,824 SH | Decreased-86,300 SH |
| BRIGHTVIEW HLDGS INC | COM | $8.2M | 0.8%Prev: 1.5% | 650,000 SH | Decreased-500,000 SH |
| BWX TECHNOLOGIES INC | COM | $17.3M | 1.7%Prev: 2.2% | 100,000 SH | Decreased-25,000 SH |
| CAMECO CORP | COM | $91.5M | 9.1%Prev: 8.0% | 1,000,000 SH | Increased |
| CAMTEK LTD | ORD | $7.4M | 0.7%Prev: 0.3% | 70,000 SH | Increased+40,000 SH |
| CELLEBRITE DI LTD | ORDINARY SHARES | $7.2M | 0.7%Prev: 1.1% | 400,000 SH | Decreased-200,000 SH |
| CLEAN HARBORS INC | COM | $18.8M | 1.9%Prev: 2.4% | 80,000 SH | Decreased-30,000 SH |
| CODEXIS INC | COM | $6.3M | 0.6%Prev: 0.9% | 3,846,411 SH | Decreased-153,589 SH |
| CORNING INC | COM | $17.5M | 1.7%Prev: 1.9% | 200,000 SH | Decreased-40,000 SH |
| DIGITALOCEAN HLDGS INC | COM | $9.6M | 1.0% | 200,000 SH | New |
| ENERPAC TOOL GROUP CORP | CL A COM | $3.8M | 0.4% | 100,000 SH | New |
| EQT CORP | COM | $16.1M | 1.6%Prev: 2.3% | 300,000 SH | Decreased-150,000 SH |
| FIRST SOLAR INC | COM | $13.1M | 1.3% | 50,000 SH | New |
| FRANCO NEV CORP | COM | $20.7M | 2.1%Prev: 3.2% | 100,000 SH | Decreased-50,000 SH |
| GARMIN LTD | SHS | $10.1M | 1.0%Prev: 2.3% | 50,000 SH | Decreased-50,000 SH |
| GENEDX HOLDINGS CORP | COM CL A | $13.0M | 1.3%Prev: 1.2% | 100,000 SH | Increased-20,000 SH |
| HEICO CORP NEW | CL A | $31.6M | 3.2%Prev: 3.0% | 125,000 SH | Decreased |
| HEICO CORP NEW | COM | $45.3M | 4.5%Prev: 4.3% | 140,000 SH | Increased |
| HILLMAN SOLUTIONS CORP | COM | $8.2M | 0.8%Prev: 0.9% | 950,000 SH | Decreased-50,000 SH |
| KAROOOOO LTD | ORD SHS | $10.2M | 1.0%Prev: 1.2% | 225,150 SH | Decreased |
| KOPIN CORP | COM | $16.4M | 1.6%Prev: 1.2% | 7,000,000 SH | Increased+2,000,000 SH |
| LAM RESEARCH CORP | COM NEW | $8.6M | 0.9%Prev: 0.3% | 50,000 SH | Increased+25,000 SH |
| LIGHTPATH TECHNOLOGIES INC | COM CL A | $4.2M | 0.4% | 385,000 SH | New |
| META PLATFORMS INC | CL A | $26.4M | 2.6%Prev: 4.2% | 40,000 SH | Decreased-20,000 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $22.3M | 2.2%Prev: 1.8% | 350,000 SH | Increased+50,000 SH |
| MICROSOFT CORP | COM | $14.5M | 1.4%Prev: 0.5% | 30,000 SH | Increased+20,000 SH |
| MIRION TECHNOLOGIES INC | COM CL A | $11.7M | 1.2%Prev: 1.1% | 500,000 SH | Increased |
| MODINE MFG CO | COM | $13.4M | 1.3% | 100,000 SH | New |
| MONGODB INC | CL A | $16.8M | 1.7% | 40,000 SH | New |
| NOVANTA INC | COM | $44.6M | 4.5%Prev: 2.4% | 375,000 SH | Increased+125,000 SH |
| NVIDIA CORPORATION | COM | $111.9M | 11.2%Prev: 10.6% | 600,000 SH | Decreased |
| ORMAT TECHNOLOGIES INC | COM | $8.8M | 0.9% | 80,000 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $17.8M | 1.8% | 100,000 SH | New |
| RANGE RES CORP | COM | $10.6M | 1.1%Prev: 2.1% | 300,000 SH | Decreased-300,000 SH |
| RIVIAN AUTOMOTIVE INC | COM CL A | $3.9M | 0.4% | 200,000 SH | New |
| SHOALS TECHNOLOGIES GROUP IN | CL A | $12.8M | 1.3%Prev: 0.7% | 1,500,000 SH | Increased+500,000 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $20.9M | 2.1%Prev: 1.8% | 130,000 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $30.4M | 3.0%Prev: 3.2% | 100,000 SH | Decreased-20,000 SH |
| TERADYNE INC | COM | $13.5M | 1.4%Prev: 0.9% | 70,000 SH | Increased |
| TRIMBLE INC | COM | $23.5M | 2.3%Prev: 2.3% | 300,000 SH | Decreased |
| WASTE CONNECTIONS INC | COM | $21.0M | 2.1%Prev: 2.5% | 120,000 SH | Decreased-30,000 SH |
| 13F-HR |
| 0000898432-26-000612 |
| $1.38B |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0000898432-25-000586 | $1.10B | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0000898432-26-000352 | $1.08B | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0000898432-25-000335 | $764.3M | View |