CIK 1632866
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BARKER, JACK, ANDREW | CHIEF COMPLIANCE OFFICER | 2013-03 | <5% ·◆ |
| HAINES, BRADLEY, JAMES | CHIEF INVESTMENT OFFICER | 2018-04 | <5% ·◆ |
| RHONEMUS, BARRY, SCOTT | CHIEF EXECUTIVE OFFICER | 2010-09 | <5% ·◆ |
| JUNCTURE, INC.entity | OWNER | 2018-03 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
