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CIK 0001598843 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACADEMY SPORTS & OUTDOORS | COM | $4K | 0.5%Prev: 1.2% | 75,039 SH | Decreased-119,836 SH |
| ALIGHT INC. | COM CL A | $7K | 0.9%Prev: 2.8% | 3,760,472 SH | Decreased-3,188,422 SH |
| ARCBEST CORP | COM | $6K | 0.8% | 81,230 SH | New |
| ATLANTA BRAVES HOLDINGS INC | COM C | $30K | 3.9%Prev: 3.9% | 753,879 SH | Decreased-28 SH |
| BLACKLINE INC | COM | $44K | 5.7%Prev: 5.4% | 790,945 SH | Increased-21,740 SH |
| CENTURI HOLDINGS INC | COM SHS | $47K | 6.1%Prev: 2.1% | 1,866,243 SH | Increased+1,054,155 SH |
| CHAMPION HOMES INC | COM | $21K | 2.7%Prev: 2.9% | 248,562 SH | Decreased-59,600 SH |
| CLEARWATER ANALYTICS HLDGS I | CL A | $57K | 7.4%Prev: 5.7% | 2,364,674 SH | Increased-159,998 SH |
| CROWN HOLDINGS INC COM STK | COM | $63K | 8.2%Prev: 6.4% | 612,165 SH | Increased+79,000 SH |
| DICKS SPORTING GOODS | COM | $71K | 9.2%Prev: 9.9% | 357,844 SH | Decreased |
| EQUINIX INC | COM | $21K | 2.8%Prev: 2.7% | 27,892 SH | Decreased |
| HELIX ENERGY SOLUTIONS GRP I | COM | $5K | 0.7%Prev: 1.1% | 849,946 SH | Decreased-441,013 SH |
| LITHIA MTRS INC | COM | $75K | 9.7%Prev: 9.3% | 224,790 SH | Increased-10,737 SH |
| NCINO INC | COM | $28K | 3.6%Prev: 3.1% | 1,085,142 SH | Increased+183,603 SH |
| NOBLE CORP PLC | ORD SHS A | $15K | 1.9%Prev: 1.6% | 529,375 SH | Increased+76,764 SH |
| ONESTREAM INC | CL A | $10K | 1.3% | 541,070 SH | New |
| Q2 HOLDINGS INC | COM | $49K | 6.4%Prev: 7.1% | 679,767 SH | Decreased-100,000 SH |
| U HAUL HOLDING COMPANY | COM | $2K | 0.2% | 35,000 SH | New |
| U HAUL HOLDING COMPANY | COM SER N | $3K | 0.4% | 63,395 SH | New |
| US FOODS HLDG CORP | COM | $58K | 7.5%Prev: 7.3% | 764,042 SH | Decreased |
| VALARIS LTD | CL A | $17K | 2.2%Prev: 2.4% | 339,419 SH | Decreased-50,000 SH |
| VALVOLINE INC | COM | $61K | 7.9%Prev: 9.3% | 2,098,843 SH | Decreased+20,000 SH |
| VERTEX INC | CL A | $68K | 8.8%Prev: 11.8% | 3,419,994 SH | Decreased-384,415 SH |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | $11K | 1.4%Prev: 0.9% | 528,806 SH | Increased+228,806 SH |
| 13F-HR |
| 0002080880-26-000021 |
| $724.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012260 | $828K | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002080880-26-000012 | $698.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007850 | $784K | View |