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CIK 0001714267 • 6 13F filings • May 13, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $12.7M | 1.9%Prev: 1.4% | 40,702 SH | Increased |
| AMAZON COM INC | COM | $9.0M | 1.3%Prev: 1.1% | 38,810 SH | Increased+5,094 SH |
| AMERICAN EXPRESS CO | COM | $29.8M | 4.3%Prev: 1.3% | 80,463 SH | Increased+52,679 SH |
| AMERICAN HEALTHCARE REIT INC | COM SHS | $4.0M | 0.6% | 85,883 SH | New |
| AMPHENOL CORP NEW | CL A | $20.6M | 3.0%Prev: 2.5% | 152,712 SH | Increased+12,506 SH |
| AMPRIUS TECHNOLOGIES INC | COMMON STOCK | $4.2M | 0.6%Prev: 0.8% | 526,832 SH | Decreased |
| APPLE INC | COM | $16.8M | 2.4%Prev: 2.2% | 61,806 SH | Increased |
| APPLOVIN CORP | COM CL A | $12.6M | 1.8%Prev: 1.7% | 18,727 SH | Increased+2,025 SH |
| ARGAN INC | COM | $16.2M | 2.4%Prev: 1.6% | 51,794 SH | Increased+10,411 SH |
| ARTERIS INC | COM | $4.6M | 0.7%Prev: 0.4% | 293,973 SH | Increased |
| ASHLAND INC | COM | $10.3M | 1.5% | 176,276 SH | New |
| BROOKDALE SR LIVING INC | COM | $5.7M | 0.8% | 531,255 SH | New |
| CECO ENVIRONMENTAL CORP | COM | $4.2M | 0.6%Prev: 0.5% | 69,403 SH | Increased |
| CELANESE CORP DEL | COM | $14.0M | 2.0% | 331,276 SH | New |
| CELESTICA INC | COM | $5.8M | 0.8%Prev: 0.7% | 19,655 SH | Increased |
| CHEWY INC | CL A | $4.7M | 0.7%Prev: 0.8% | 141,813 SH | Decreased |
| CITIGROUP INC | COM NEW | $17.8M | 2.6% | 152,640 SH | New |
| COHERENT CORP | COM | $15.4M | 2.2% | 83,171 SH | New |
| COMFORT SYS USA INC | COM | $8.7M | 1.3%Prev: 1.1% | 9,273 SH | Increased |
| EVERCORE INC | CLASS A | $16.0M | 2.3%Prev: 2.3% | 46,881 SH | Increased |
| GE AEROSPACE | COM NEW | $19.1M | 2.8%Prev: 2.7% | 62,061 SH | Increased |
| GE VERNOVA INC | COM | $35.6M | 5.2%Prev: 4.8% | 54,439 SH | Increased |
| HUT 8 CORP | COM | $24.3M | 3.5%Prev: 3.6% | 528,246 SH | Decreased-192,341 SH |
| IDAHO STRATEGIC RESOURCES | COM NEW | $3.7M | 0.5%Prev: 0.6% | 91,929 SH | Decreased-35,703 SH |
| JOHNSON CTLS INTL PLC | SHS | $8.0M | 1.2% | 66,704 SH | New |
| MASTERCARD INCORPORATED | CL A | $21.8M | 3.2%Prev: 2.8% | 38,155 SH | Increased+3,732 SH |
| META PLATFORMS INC | CL A | $22.3M | 3.2%Prev: 2.9% | 33,767 SH | Increased+6,305 SH |
| MICRON TECHNOLOGY INC | COM | $20.8M | 3.0% | 72,852 SH | New |
| MICROSOFT CORP | COM | $21.9M | 3.2%Prev: 3.0% | 45,217 SH | Increased+4,374 SH |
| NOVANTA INC | COM | $6.3M | 0.9%Prev: 0.8% | 53,301 SH | Increased |
| NVIDIA CORPORATION | COM | $31.5M | 4.6%Prev: 2.4% | 168,785 SH | Increased+78,310 SH |
| ONDAS HLDGS INC | COM NEW | $15.6M | 2.3%Prev: 2.2% | 1,596,709 SH | Increased-366,548 SH |
| PRIMORIS SVCS CORP | COM | $12.4M | 1.8%Prev: 2.0% | 100,005 SH | Decreased |
| QUANTUMSCAPE CORP | COM CL A | $3.9M | 0.6%Prev: 1.2% | 369,686 SH | Decreased-317,020 SH |
| ROCKET COS INC | COM CL A | $18.2M | 2.6%Prev: 3.1% | 938,659 SH | Decreased-167,344 SH |
| SALESFORCE INC | COM | $7.4M | 1.1%Prev: 1.1% | 27,755 SH | Decreased-4,940 SH |
| SANDISK CORP | COM | $5.4M | 0.8% | 22,636 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $16.2M | 2.4%Prev: 2.8% | 27,881 SH | Decreased |
| STATE STR CORP | COM | $33.8M | 4.9%Prev: 1.4% | 262,094 SH | Increased+179,878 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $23.3M | 3.4%Prev: 2.6% | 76,789 SH | Increased+11,662 SH |
| TERAWULF INC | COM | $8.9M | 1.3%Prev: 2.4% | 770,267 SH | Decreased-678,824 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $7.6M | 1.1%Prev: 0.9% | 13,202 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $8.6M | 1.3%Prev: 2.2% | 105,224 SH | Decreased-52,746 SH |
| UNITED RENTALS INC | COM | $21.8M | 3.2% | 26,964 SH | New |
| VENTAS INC | COM | $4.8M | 0.7% | 61,830 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $29.0M | 4.2%Prev: 3.9% | 178,980 SH | Increased |
| VISA INC | COM CL A | $18.1M | 2.6%Prev: 2.2% | 51,568 SH | Increased+6,079 SH |
| WELLTOWER INC | COM | $4.7M | 0.7% | 25,195 SH | New |
| 13F-HR |
| 0001714267-26-000003 |
| $1.22B |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001714267-25-000006 | $441.4M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001714267-26-000002 | $557.9M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001714267-25-000003 | $260.4M | View |