Bayforest-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "MMSI",
  "ENVX",
  "PINS",
  "SE",
  "ALKS",
  "INSM",
  "ARES",
  "APPF",
  "ITRI",
  "FLEX",
  "MC",
  "MGY",
  "MTCH",
  "NVR",
  "RNG",
  "INSP",
  "SMTC",
  "JAZZ",
  "ACAD",
  "KTOS",
  "POOL",
  "OSK",
  "MORN",
  "NLY",
  "XP",
  "RJF",
  "AES",
  "GLBE",
  "AR",
  "ARW",
  "AMED",
  "BROS",
  "ENTG",
  "FROG",
  "AKAM",
  "FLO",
  "EXAS",
  "LYFT",
  "HUM",
  "MP",
  "MSGS",
  "PCG",
  "RF",
  "SPR",
  "AMR",
  "ONON",
  "ATR",
  "GATX",
  "SNOW",
  "KRG",
  "LBRT",
  "LEVI",
  "ZS",
  "BTU",
  "KBR",
  "ADBE",
  "OBDC",
  "FLG",
  "KSS",
  "JEF",
  "APLS",
  "MTSI",
  "TNET",
  "ATI",
  "KTB",
  "ALL",
  "ASGN",
  "BOOT",
  "AVT",
  "PTCT",
  "PRKS",
  "ALNY",
  "PEB",
  null,
  null,
  "VC",
  "ASAN",
  "ABG",
  "AFRM",
  "AMG",
  "MT",
  "ARRY",
  "MODG",
  "ASML",
  "BILI",
  "ENOV",
  "QDEL",
  "AROC",
  "AM",
  "APP",
  "LOW",
  "ACLS",
  "YMM",
  "GDS",
  "HGV",
  "FORM",
  "WRB",
  "BOH",
  "GME",
  "BYD",
  "BSX",
  "VTLE",
  "CCI",
  "KMT",
  "LX",
  "JACK",
  "DUK",
  "NVAX",
  "M",
  "ROKU",
  "PAGP",
  "ERJ",
  "RKT",
  "EHC",
  "RDFN",
  "PINC",
  "RL",
  "PII",
  "FRT",
  "EQH",
  "SMPL",
  "SONO",
  "EOG",
  "QFIN",
  "SIGI",
  "TDS",
  "URBN",
  "AMBA",
  "EXPE",
  "FFIV",
  "U",
  "LIVN",
  "AG",
  "LOGI",
  "GFS",
  "FCX",
  "ALGT",
  "IBKR",
  "LEGN",
  "IRDM",
  "AOSL",
  "RPM",
  "FIVE",
  "FNV",
  "UNP",
  "GBCI",
  "QCOM",
  "SCCO",
  "OSCR",
  "FRO",
  "FRSH",
  "GH",
  "ACI",
  "HSBC",
  "HUBS",
  "HLI",
  "INGR",
  "IIPR",
  "RIVN",
  "EMR",
  "IGT",
  "PI",
  "NFE",
  null,
  "ROOT",
  "RRR",
  "SEDG",
  "SWK",
  "SSRM",
  "SR",
  "SGRY",
  "IQV",
  "KGC",
  "LAZ",
  "L",
  "MPC",
  "WDFC",
  "PWR",
  "MRVL",
  "RPD",
  "MA",
  "EXEL",
  "PODD",
  "UI",
  "TXG",
  "APA",
  "AMKR",
  "MAA",
  "MS",
  "TMUS",
  "DXC",
  "DBX",
  "DOCS",
  "ENPH",
  "EQIX",
  "EQT",
  "TAL",
  "EXC",
  "ETSY",
  "EVR",
  "EVRG",
  "EXPO",
  "FICO",
  "FND",
  "FLS",
  "FYBR",
  "FL",
  "GE",
  "THG",
  "HE",
  "GTLB",
  "HXL",
  "HQY",
  "GXO",
  "HUN",
  "NI",
  "HEI",
  "RHI",
  "HIG",
  "HRL",
  "NVS",
  "TEVA",
  "FMC",
  "OXY",
  "ILMN",
  "EMN",
  "PCAR",
  "ZIM",
  "ALK",
  "HSY",
  "DG",
  "ANET",
  "KKR",
  "KLAC",
  "KHC",
  "NOC",
  "DASH",
  "NNN",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "TU",
  "PLTR",
  "PFE",
  "MRK",
  "PSTG",
  "KEYS",
  "MAN",
  "MGA",
  "MDB",
  "MPW",
  "AMGN",
  "MAS",
  "ORA",
  "NYT",
  "ROK",
  "SPGI",
  "RELX",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "O",
  "ROST",
  "SNA",
  "BP",
  "AMT",
  "RSG",
  "SSNC",
  "SYK",
  "SBUX",
  "ERIC",
  "CI",
  "TXN",
  "TXRH",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "AA",
  "NEM",
  "AAP",
  "MET",
  "DTM",
  "FCFS",
  "PCTY",
  "MGNI",
  "HOMB",
  "SITE",
  "MNST",
  "EWBC",
  "PPC",
  "MDU",
  "UMBF",
  "RYTM",
  "POR",
  "ALC",
  "AEIS",
  "PAG",
  "ACVA",
  "PNW",
  "LKQ",
  "JBL",
  "PGNY",
  "NSA",
  "HR",
  "SBAC",
  "LPX",
  "EPRT",
  "EME",
  "FIVN",
  "LAD",
  "TENB",
  "TOST",
  "ACMR",
  "NTNX",
  "ULTA",
  "GKOS",
  "PTON",
  "GT",
  "SU",
  "WY",
  "GMED",
  "PATH",
  "GGG",
  "IT",
  "LRN",
  "OHI",
  "GPN",
  "GFI",
  "RMD",
  "PR",
  "ETR",
  "FSK",
  "GPI",
  "EA",
  "GVA",
  "K",
  "TT",
  "ANF",
  "AGCO",
  "LOPE",
  "VRT",
  "HWC",
  "RLI",
  "MEDP",
  "MUR",
  "RRC",
  "MTG",
  "MTDR",
  "PRGO",
  "RYN",
  "SLGN",
  "SAIC",
  "SEIC",
  "LFUS",
  "ST",
  "ONB",
  "RGLD",
  "NFG",
  "MUSA",
  "PEN",
  "MAT",
  "MSM",
  "MSA",
  "PBF",
  "TCBI",
  "UGI",
  "VOYA",
  "ARE",
  "ALGN",
  "MTN",
  "AON",
  "SWX",
  "SSB",
  "WMG",
  "AMCR",
  "SFM",
  "GM",
  "HAL",
  "WTS",
  "VNO",
  "ACGL",
  "STWD",
  "BLD",
  "AVY",
  "USFD",
  "ALB",
  "AFL",
  "AMD",
  "ALLE",
  "VFC",
  "EL",
  "FI",
  "NTRA",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "DEO",
  "AJG",
  "HSIC",
  "EFX",
  "VLY",
  "MIDD",
  "NCLH",
  "OPCH",
  "FOUR",
  "TTC",
  "AEP",
  "BKR",
  "ESNT",
  "NVST",
  "FHI",
  "HTHT",
  "IFF",
  "JBLU",
  "BZ",
  "NSP",
  "KC",
  "LANC",
  "IDXX",
  "KMPR",
  "LSTR",
  "AOS",
  "DHI",
  "AMZN",
  "OLN",
  "HCA",
  "IVZ",
  "OVV",
  "SBRA",
  "RMBS",
  "ACIW",
  "LI",
  "KD",
  "FNB",
  "HIMS",
  "FAF",
  "ELS",
  "NWSA",
  "TME",
  "NTES",
  "TDC",
  "TPH",
  "RGA",
  "DKNG",
  "USB",
  "VLO",
  "VAL",
  "VMI",
  "VSAT",
  "VSCO",
  "VST",
  "WBA",
  "WAT",
  "WERN",
  "WCC",
  "WDC",
  "WBS",
  "WEN",
  "WST",
  "WELL",
  "WHR",
  "WTFC",
  "WTW",
  "WIX",
  "WWW",
  "WYNN",
  "XPEV",
  "WK",
  "YUM",
  "YETI",
  "XYL",
  "ZBRA",
  "GTM",
  "ADC",
  "ESTC",
  "ADT",
  "OC",
  "POWI",
  "PTC",
  "NXST",
  "FNF",
  "G",
  "FR",
  "FCN",
  "JHG",
  "FLR",
  "SOFI",
  "EXLS",
  "ALRM",
  "HIW",
  "JD",
  "JBHT",
  "JNPR",
  "KRC",
  "LEA",
  "KEX",
  "MTZ",
  "EIX",
  "CACC",
  "INFY",
  null,
  "JCI",
  "HST",
  null,
  "MOH",
  "MGM",
  "NOV",
  "CVI",
  "TRUP",
  "TER",
  "SO",
  "ON",
  "UFPI",
  "TNDM",
  "SPXC",
  "TRP",
  "OKTA",
  "PB",
  "RARE",
  "PSX",
  "SSD",
  "ROL",
  "TWST",
  "SWKS",
  "SNAP",
  "SCI",
  "SIG",
  "TDY",
  "SUI",
  "SLAB",
  "SANM",
  "PTEN",
  "ORI",
  "SHAK",
  "SEE",
  "SPOT",
  "DINO",
  "LII",
  "MANH",
  "LYV",
  "HBI",
  "ZION",
  "HALO",
  "LNTH",
  "UHS",
  "CHWY",
  "MELI",
  "OLED",
  "ZM",
  "GAP",
  "PEGA",
  "PAAS",
  "IRTC",
  "UPST",
  "PSA",
  "UDR",
  "SYF",
  "NRG",
  "EG",
  "MSGE",
  "STE",
  "MKTX",
  "AVNT",
  "AN",
  "ADP",
  "AZTA",
  "CAR",
  "AXS",
  "BAC",
  "BKU",
  "BANC",
  "BNS",
  "BBWI",
  "BMO",
  null,
  null,
  "BJ",
  "BIO",
  "BILL",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BXMT",
  "BPMC",
  "BE",
  "BAH",
  null,
  "BLMN",
  "SAM",
  "EAT",
  "BWA",
  "BMY",
  "BTI",
  "BC",
  "BF-B",
  "BLDR",
  "BRKR",
  "BG",
  "CABO",
  "CBT",
  "CADE",
  "BWXT",
  "BXP",
  "AI",
  "CWH",
  "CALM",
  "CCJ",
  "CM",
  "CPB",
  "CPT",
  "CVNA",
  "CARG",
  "CPRI",
  "CRI",
  "CE",
  "CBRE",
  "CDW",
  "CASY",
  "CCS",
  "CVE",
  "CRNC",
  "CELH",
  "CF",
  "CAKE",
  "CHX",
  "CHE",
  "CVX",
  "GTLS",
  "CIEN",
  "CB",
  "CRUS",
  "CMG",
  "CTAS",
  "CIVI",
  "CLH",
  "C",
  "CNX",
  null,
  "CCEP",
  "CGNX",
  "CDE",
  "CMA",
  "CBSH",
  "COIN",
  "CL",
  "COLM",
  "CMC",
  "CAG",
  "CNMD",
  "CVLT",
  "COMM",
  "CFLT",
  "COMP",
  "CRK",
  "CNXC",
  null,
  "CDP",
  "CORT",
  "ED",
  "CTRA",
  "COTY",
  "CTVA",
  "CSGP",
  "CPNG",
  "CBRL",
  "CROX",
  "CRSP",
  "CVS",
  "CCK",
  "CFR",
  "DHR",
  "DDOG",
  "DVA",
  "CYTK",
  "DAR",
  "DE",
  "XRAY",
  "DDS",
  "DFS",
  "DIOD",
  "DPZ",
  "J",
  "ADI",
  "VOD",
  "STT",
  "ELV",
  "JNJ",
  "AWK",
  "MLM",
  "ZTS"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-19
Total Holdings: 712
Total Value: 229593590
Accession Number: 0002048423-25-000006
Form Type: 13F-HR/A
CIK: bayforest-capital
Manager Name: Bayforest-Capital

Data Enrichment

99% identified

702 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

712 positions • $229.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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FLUOR CORP

FLR|343412102

Shares:26.6K

Value:$952.4K

% of Portfolio:0.4% ($952.4K/$229.6M)

DARLING INGREDIENTS INC.

DAR|237266101

Shares:29.9K

Value:$933.1K

% of Portfolio:0.4% ($933.1K/$229.6M)

Bloomin' Brands, Inc.

BLMN|094235108

Shares:130.1K

Value:$932.6K

% of Portfolio:0.4% ($932.6K/$229.6M)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:120.2K

Value:$932.6K

% of Portfolio:0.4% ($932.6K/$229.6M)

EXELIXIS, INC.

EXEL|30161Q104

Shares:25.2K

Value:$931.9K

% of Portfolio:0.4% ($931.9K/$229.6M)

Tencent Music Entertainment Group

TME|88034P109

Shares:64.5K

Value:$928.9K

% of Portfolio:0.4% ($928.9K/$229.6M)

SOLAREDGE TECHNOLOGIES, INC.

SEDG|83417M104

Shares:57.0K

Value:$922.8K

% of Portfolio:0.4% ($922.8K/$229.6M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:8.3K

Value:$915.9K

% of Portfolio:0.4% ($915.9K/$229.6M)

YETI Holdings, Inc.

YETI|98585X104

Shares:27.4K

Value:$907.6K

% of Portfolio:0.4% ($907.6K/$229.6M)

Duke Energy CORP

DUK|26441C204

Shares:7.3K

Value:$895.6K

% of Portfolio:0.4% ($895.6K/$229.6M)

BRINKER INTERNATIONAL, INC

EAT|109641100

Shares:6.0K

Value:$893.0K

% of Portfolio:0.4% ($893.0K/$229.6M)

Compass, Inc.

COMP|20464U100

Shares:101.9K

Value:$889.7K

% of Portfolio:0.4% ($889.7K/$229.6M)

FMC CORP

FMC|302491303

Shares:20.9K

Value:$883.2K

% of Portfolio:0.4% ($883.2K/$229.6M)

Inspire Medical Systems, Inc.

INSP|457730109

Shares:5.5K

Value:$874.6K

% of Portfolio:0.4% ($874.6K/$229.6M)

DraftKings Inc.

DKNG|26142V105

Shares:25.7K

Value:$854.2K

% of Portfolio:0.4% ($854.2K/$229.6M)

Red Rock Resorts, Inc.

RRR|75700L108

Shares:19.4K

Value:$839.9K

% of Portfolio:0.4% ($839.9K/$229.6M)

EMCOR Group, Inc.

EME|29084Q100

Shares:2.3K

Value:$837.2K

% of Portfolio:0.4% ($837.2K/$229.6M)

Gitlab Inc.

GTLB|37637K108

Shares:17.7K

Value:$830.0K

% of Portfolio:0.4% ($830.0K/$229.6M)

Concentrix Corp

CNXC|20602D101

Shares:14.6K

Value:$813.4K

% of Portfolio:0.4% ($813.4K/$229.6M)

Victoria's Secret & Co.

VSCO|926400102

Shares:43.7K

Value:$812.8K

% of Portfolio:0.4% ($812.8K/$229.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FLUOR CORP(FLRcusip343412102)	26.6K	QoQ +140.55% (+15.5K) YoY-	All Managers (Combined)	$952.4K	0.4% ($952.4K/$229.6M)	QoQ +74.71% (+$407.3K) YoY-
DARLING INGREDIENTS INC.(DARcusip237266101)	29.9K	QoQ +356.57% (+23.3K) YoY-	All Managers (Combined)	$933.1K	0.4% ($933.1K/$229.6M)	QoQ +323.37% (+$712.7K) YoY-
Bloomin' Brands, Inc.(BLMNcusip094235108)	130.1K	QoQ NEW(+130.1K) YoY-	All Managers (Combined)	$932.6K	0.4% ($932.6K/$229.6M)	QoQ NEW(+$932.6K) YoY-
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	120.2K	QoQ +14.63% (+15.3K) YoY-	All Managers (Combined)	$932.6K	0.4% ($932.6K/$229.6M)	QoQ +10.36% (+$87.6K) YoY-
EXELIXIS, INC.(EXELcusip30161Q104)	25.2K	QoQ NEW(+25.2K) YoY-	All Managers (Combined)	$931.9K	0.4% ($931.9K/$229.6M)	QoQ NEW(+$931.9K) YoY-
Tencent Music Entertainment Group(TMEcusip88034P109)	64.5K	QoQ +162.20% (+39.9K) YoY-	All Managers (Combined)	$928.9K	0.4% ($928.9K/$229.6M)	QoQ +232.90% (+$649.8K) YoY-
SOLAREDGE TECHNOLOGIES, INC.(SEDGcusip83417M104)	57.0K	QoQ +367.31% (+44.8K) YoY-	All Managers (Combined)	$922.8K	0.4% ($922.8K/$229.6M)	QoQ +455.96% (+$756.9K) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	8.3K	QoQ +1539.17% (+7.8K) YoY-	All Managers (Combined)	$915.9K	0.4% ($915.9K/$229.6M)	QoQ +1329.75% (+$851.8K) YoY-
YETI Holdings, Inc.(YETIcusip98585X104)	27.4K	QoQ NEW(+27.4K) YoY-	All Managers (Combined)	$907.6K	0.4% ($907.6K/$229.6M)	QoQ NEW(+$907.6K) YoY-
Duke Energy CORP(DUKcusip26441C204)	7.3K	QoQ +9314.10% (+7.3K) YoY-	All Managers (Combined)	$895.6K	0.4% ($895.6K/$229.6M)	QoQ +10557.13% (+$887.2K) YoY-
BRINKER INTERNATIONAL, INC(EATcusip109641100)	6.0K	QoQ +694.56% (+5.2K) YoY-	All Managers (Combined)	$893.0K	0.4% ($893.0K/$229.6M)	QoQ +795.22% (+$793.2K) YoY-
Compass, Inc.(COMPcusip20464U100)	101.9K	QoQ +307.63% (+76.9K) YoY-	All Managers (Combined)	$889.7K	0.4% ($889.7K/$229.6M)	QoQ +508.31% (+$743.4K) YoY-
FMC CORP(FMCcusip302491303)	20.9K	QoQ +19282.40% (+20.8K) YoY-	All Managers (Combined)	$883.2K	0.4% ($883.2K/$229.6M)	QoQ +16722.15% (+$877.9K) YoY-
Inspire Medical Systems, Inc.(INSPcusip457730109)	5.5K	QoQ +2465.88% (+5.3K) YoY-	All Managers (Combined)	$874.6K	0.4% ($874.6K/$229.6M)	QoQ +2104.64% (+$834.9K) YoY-
DraftKings Inc.(DKNGcusip26142V105)	25.7K	QoQ NEW(+25.7K) YoY-	All Managers (Combined)	$854.2K	0.4% ($854.2K/$229.6M)	QoQ NEW(+$854.2K) YoY-
Red Rock Resorts, Inc.(RRRcusip75700L108)	19.4K	QoQ +1011.07% (+17.6K) YoY-	All Managers (Combined)	$839.9K	0.4% ($839.9K/$229.6M)	QoQ +942.11% (+$759.3K) YoY-
EMCOR Group, Inc.(EMEcusip29084Q100)	2.3K	QoQ +92.27% (+1.1K) YoY-	All Managers (Combined)	$837.2K	0.4% ($837.2K/$229.6M)	QoQ +56.57% (+$302.5K) YoY-
Gitlab Inc.(GTLBcusip37637K108)	17.7K	QoQ NEW(+17.7K) YoY-	All Managers (Combined)	$830.0K	0.4% ($830.0K/$229.6M)	QoQ NEW(+$830.0K) YoY-
Concentrix Corp(CNXCcusip20602D101)	14.6K	QoQ NEW(+14.6K) YoY-	All Managers (Combined)	$813.4K	0.4% ($813.4K/$229.6M)	QoQ NEW(+$813.4K) YoY-
Victoria's Secret & Co.(VSCOcusip926400102)	43.7K	QoQ NEW(+43.7K) YoY-	All Managers (Combined)	$812.8K	0.4% ($812.8K/$229.6M)	QoQ NEW(+$812.8K) YoY-