Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SHIFT4 PMTS INC(FOUR) | 0 | 107,016 | +107,016 | 0 | 4,680 | 7.09% | +4,680 |
| VIVID SEATS INC | 556,918 | 746,539 | +189,621 | 4,015 | 4,412 | 6.69% | +397 |
| BURFORD CAPITAL LIMITED ORD SHS | 1,382,882 | 1,445,614 | +62,732 | 12,335 | 6,534 | 9.90% | -5,801 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 3,846,166 | 3,992,673 | +146,507 | 57,000 | 50,348 | 76.31% | -6,653 |
| ARCOS DORADOS HOLDINGS INC(ARCO) | 1,045,701 | 0 | -1,045,701 | 7,675 | 0 | — | -7,675 |