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13F-HR/A filed by Bayforest Capital Ltd

Bayforest Capital Ltd filed this 13F-HR/A for the quarter ended 2025-03-31, filed 2025-05-19, with 712 holding rows worth $229,593,590.

Accession
0002048423-25-000006
Filed
2025-05-19
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, amendment of type restatement, 712 entries on the cover page, a total value of $229,593,590 stated on the cover page (in dollars after the unit check, H1), rows summing to $229,593,590 with VALUE read as dollars as filed, 13F file number 028-25191. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
PINNACLE WEST CAP CORP723484101COM935$89,059dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock261$87,936dollars as filed
H WORLD GROUP LTD SPONSORED ADS44332N106ADR2,325$86,048dollars as filed
MANHATTAN ASSOCIATES INC COM562750109Stock494$85,482dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR753$83,944dollars as filed
Texas Instruments Incorporated882508104COM463$83,201dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock306$82,626dollars as filed
HIGHWOODS PPTYS INC COM431284108REIT2,765$81,955dollars as filed
CARGURUS INC COM CL A141788109Stock2,805$81,710dollars as filed
SS&C TECH HLDGS COM78467J100Stock977$81,609dollars as filed
MONGODB INC CL A60937P106Stock454$79,632dollars as filed
KINGSOFT CLOUD HLDGS LTD ADS49639K101ADR5,414$77,745dollars as filed
MDU RES GROUP INC552690109COM4,490$75,926dollars as filed
HEXCEL CORP NEW428291108COM1,382$75,678dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock430$75,581dollars as filed
VALARIS LTDG9460G101CL A1,920$75,379dollars as filed
GRAND CANYON ED INC COM38526M106Stock435$75,264dollars as filed
CROCS INC COM227046109Stock704$74,765dollars as filed
ADT INC DEL COM00090Q103Stock9,082$73,927dollars as filed
BLUE OWL CAPITAL CORPORATION COM69121K104CEF4,999$73,285dollars as filed
ALCON AG ORD SHSH01301128Stock771$73,191dollars as filed
HILTON GRAND VACATIONS INC COM43283X105Stock1,953$73,062dollars as filed
LITTELFUSE INC COM537008104Stock367$72,204dollars as filed
CHEESECAKE FACTORY INC163072101COM1,479$71,968dollars as filed
MARATHON PETE CORP COM56585A102Stock493$71,825dollars as filed
SIMPSON MFG INC829073105COM456$71,628dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock1,153$70,183dollars as filed
SouthState Corp840441109Common Stock756$70,172dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock1,016$70,155dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock557$67,336dollars as filed
GAP INC COM364760108Stock3,228$66,529dollars as filed
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH03938L203ADR2,298$66,297dollars as filed
ALBERTSONS COMPANIES INC COMMON STOCK013091103Stock2,962$65,134dollars as filed
SYNCHRONYFINL87165B103STOK1,229$65,063dollars as filed
ABERCROMBIE & FITCH CO CL A002896207Stock848$64,762dollars as filed
TORO CO891092108COM881$64,093dollars as filed
KENNAMETAL INC489170100COM3,007$64,049dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock1,446$63,508dollars as filed
FIRST INDL RLTY TR INC COM32054K103REIT1,158$62,486dollars as filed
HEICO CORP NEW COM422806109Stock231$61,721dollars as filed
DOORDASH INC CL A25809K105Stock331$60,497dollars as filed
HF SINCLAIR CORP COM403949100Stock1,825$60,006dollars as filed
WEST PHARMACEUTICAL SVSC INC COM955306105Stock267$59,776dollars as filed
BRUKER CORP116794108COM1,406$58,686dollars as filed
FLOWSERVE CORP34354P105COM1,199$58,559dollars as filed
GARTNERINC366651107STOK138$57,924dollars as filed
Union Pacific Corporation907818108COM244$57,643dollars as filed
PROSPERITY BANCSHARES INC743606105COM802$57,239dollars as filed
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS881624209ADR3,723$57,223dollars as filed
CAMECO CORP COM13321L108Stock1,390$57,212dollars as filed
SEA LTD81141R100SPONSORD ADS436$56,894dollars as filed
WATERS CORP COM941848103Stock152$56,023dollars as filed
LI AUTO INC SPONSORED ADS50202M102ADR2,209$55,667dollars as filed
PAYLOCITY HLDG CORP COM70438V106Stock296$55,453dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock688$55,116dollars as filed
OCCIDENTAL PETE CORP674599105COM1,112$54,888dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock157$54,203dollars as filed
SPIRE INC84857L101COM687$53,758dollars as filed
DISCOVER FINL SVCS254709108COM313$53,429dollars as filed
Chevron Corporation166764100COM316$52,864dollars as filed
TELEPHONE & DATA SYS INC879433829COM NEW1,342$51,989dollars as filed
Chubb LimitedH1467J104COM172$51,942dollars as filed
FLOOR & DECOR HLDGS INC CL A339750101Stock638$51,340dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock88$51,162dollars as filed
ECOLAB INC COM278865100Stock200$50,704dollars as filed
QUIDELORTHO CORP COM219798105Stock1,402$49,028dollars as filed
BOOT BARN HLDGS INC099406100COM449$48,236dollars as filed
XPENG INC ADS98422D105ADR2,283$47,304dollars as filed
Advanced Micro Devices,Inc.007903107COM458$47,055dollars as filed
ARCHROCK INC03957W106COM1,784$46,812dollars as filed
QFIN HOLDINGS INC AMERICAN DEP88557W101ADR1,009$45,314dollars as filed
SHERWIN WILLIAMS CO824348106COM129$45,046dollars as filed
KEMPER CORP COM488401100Stock673$44,990dollars as filed
BORGWARNER INC COM099724106Stock1,548$44,350dollars as filed
COMERICAINC200340107COM743$43,882dollars as filed
MGM RESORTS INTERNATIONAL552953101COM1,457$43,185dollars as filed
TELUS CORPORATION COM87971M103Stock2,937$42,117dollars as filed
SCIENCE APPLICATIONS INTL CORP COM808625107Stock374$41,989dollars as filed
BIO RAD LABS INC090572207CL A171$41,649dollars as filed
LEGEND BIOTECH CORP52490G102SPONSORED ADS1,227$41,632dollars as filed
Amgen Inc.031162100COM132$41,125dollars as filed
MERIT MED SYS INC COM589889104Stock385$40,698dollars as filed
ROYAL GOLD INC780287108COM246$40,223dollars as filed
EXACT SCIENCES CORP COM30063P105Stock926$40,087dollars as filed
WORKIVA INC COM CL A98139A105Stock519$39,397dollars as filed
CIENA CORP COM NEW171779309Stock636$38,433dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS400$38,192dollars as filed
PACCAR INC COM693718108Stock391$38,072dollars as filed
AXCELIS TECHNOLOGIES INC054540208COM NEW764$37,948dollars as filed
CENOVUS ENERGY INC15135U109COM2,712$37,724dollars as filed
Boston Scientific Corporation101137107COM370$37,326dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT402$37,189dollars as filed
HCA Healthcare Inc40412C101COM106$36,628dollars as filed
COPA HOLDINGS SAP31076105CL A392$36,244dollars as filed
RANGE RES CORP COM75281A109Stock892$35,618dollars as filed
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock1,867$35,398dollars as filed
COMMVAULT SYS INC COM204166102Stock224$35,338dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock359$34,288dollars as filed
ZSCALERINC98980G102STOK172$34,128dollars as filed
US FOODS HLDG CORP COM912008109Stock519$33,974dollars as filed
FRONTLINE PLC COMM46528101Stock2,282$33,888dollars as filed
D R HORTON INC COM23331A109Stock251$31,910dollars as filed
POWER INTEGRATIONS INC COM739276103Stock631$31,866dollars as filed
ANTERO MIDSTREAM CORP COM03676B102Stock1,734$31,212dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock285$31,142dollars as filed
ROSS STORES INC COM778296103Stock241$30,797dollars as filed
CDW CORP COM12514G108Stock191$30,610dollars as filed
S&P Global,Inc.78409V104COM60$30,486dollars as filed
PepsiCo,Inc.713448108COM201$30,138dollars as filed
COSTAR GROUP INC COM22160N109Stock369$29,236dollars as filed
BANKUNITED INC06652K103COM840$28,930dollars as filed
UnitedHealth Group Inc91324P102COM55$28,806dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock56$28,673dollars as filed
Pfizer Inc.717081103COM1,104$27,975dollars as filed
AVERY DENNISON CORP COM053611109Stock154$27,407dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock1,224$26,598dollars as filed
WALGREENS BOOTS ALLIANCE INC931427108COM2,304$25,736dollars as filed
MSA SAFETY INC COM553498106Stock175$25,671dollars as filed
REPUBLIC SVCS INC COM760759100Stock100$24,216dollars as filed
CLEAN HARBORS INC COM184496107Stock122$24,046dollars as filed
Morgan Stanley617446448COM206$24,034dollars as filed
HOST HOTELS & RESORTS INC COM44107P104REIT1,672$23,759dollars as filed
MERCADOLIBREINC58733R102STOK12$23,410dollars as filed
ADVANCE AUTO PARTS INC00751Y106COM564$22,114dollars as filed
Stryker Corporation863667101COM59$21,963dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM166$19,973dollars as filed
VISTRA CORP COM92840M102Stock168$19,730dollars as filed
Citigroup Inc.172967424COM275$19,522dollars as filed
ENTEGRIS INC COM29362U104Stock218$19,071dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock216$18,798dollars as filed
GATX CORP COM361448103Stock116$18,011dollars as filed
Apple Inc037833100COM78$17,326dollars as filed
PORTLAND GEN ELEC CO736508847COM NEW384$17,126dollars as filed
ANNALY CAPITAL MANAGEMENT INC COM NEW035710839REIT805$16,350dollars as filed
FLOWERS FOODS INC COM343498101Stock860$16,349dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock129$16,117dollars as filed
BEACON ROOFING SUPPLY INC073685109COM130$16,081dollars as filed
ServiceNow,Inc.81762P102COM20$15,923dollars as filed
LIBERTY ENERGY INC53115L104COM CL A999$15,814dollars as filed
DOMINOS PIZZA INC COM25754A201Stock33$15,162dollars as filed
CAMPING WORLD HLDGS INC CL A13462K109Stock936$15,126dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock156$15,051dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM122$14,816dollars as filed
CANADIAN IMPERIAL BANK OF COMM COM136069101Stock262$14,751dollars as filed
TERADYNE INC COM880770102Stock177$14,620dollars as filed
EQUIFAX INC COM294429105Stock58$14,126dollars as filed
EAST WEST BANCORP INC COM27579R104Stock152$13,644dollars as filed
COPT DEFENSE PROPERTIES22002T108SHS BEN INT493$13,444dollars as filed
RAMBUS INC DEL COM750917106Stock256$13,254dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR320$13,238dollars as filed
BXP INC COM101121101REIT193$12,968dollars as filed
ALASKA AIR GROUP INC COM011659109Stock241$11,862dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock102$11,638dollars as filed
SUN CMNTYS INC COM866674104REIT89$11,449dollars as filed
USBANCORPDEL902973304COM NEW266$11,231dollars as filed
BP PLC SPONSORED ADR055622104ADR321$10,847dollars as filed
WINTRUST FINL CORP COM97650W108Stock94$10,571dollars as filed
Amazon.com, Inc023135106COM52$9,894dollars as filed
TRUIST FINL CORP COM89832Q109Stock236$9,711dollars as filed
OUTFRONT MEDIA INC69007J304COM NEW574$9,264dollars as filed
Automatic Data Processing,Inc.053015103COM30$9,166dollars as filed
GUARDANT HEALTH INC COM40131M109Stock214$9,116dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock54$9,077dollars as filed
F N B CORP302520101COM654$8,796dollars as filed
APPLOVIN CORP COM CL A03831W108Stock33$8,744dollars as filed
AXIS CAP HLDGS LTD SHSG0692U109Stock87$8,721dollars as filed
OMEGA HEALTHCARE INVS INC COM681936100REIT228$8,682dollars as filed
LKQ CORP COM501889208Stock188$7,998dollars as filed
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR851$7,974dollars as filed
Bank of America Corp060505104COM191$7,970dollars as filed
FEDERAL RLTY INVT TR NEW313745101SH BEN INT NEW81$7,923dollars as filed
GLACIER BANCORP INC NEW37637Q105COM177$7,827dollars as filed
CIVITAS RESOURCES INC COM NEW17888H103Stock223$7,780dollars as filed
Schlumberger Limited806857108COM185$7,733dollars as filed
WESTERN DIGITAL CORP958102105COM191$7,722dollars as filed
CASEYS GEN STORES INC147528103COM17$7,379dollars as filed
MARVELL TECHNOLOGY INC573874104COM109$6,711dollars as filed
AFLAC INC COM001055102Stock60$6,671dollars as filed
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN637870106REIT158$6,225dollars as filed
JETBLUE AWYS CORP477143101COM1,202$5,794dollars as filed
BANK HAWAII CORP062540109COM82$5,656dollars as filed
Danaher Corporation235851102COM27$5,535dollars as filed
RELX PLC SPONSORED ADR759530108ADR105$5,293dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock64$5,229dollars as filed
GENERAL MTRS CO COM37045V100Stock106$4,985dollars as filed
BROWN FORMAN CORP CL B115637209Stock143$4,853dollars as filed
TOPBUILD COR COM89055F103Stock15$4,574dollars as filed
UIPATH INC90364P105CL A435$4,480dollars as filed
ALPHA & OMEGA SEMICONDUCTORG6331P104SHS180$4,475dollars as filed
ARRAY TECHNOLOGIES, INC.04271T100COM SHS904$4,402dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock100$4,395dollars as filed
MASCO CORP574599106COM63$4,381dollars as filed
PREMIER INC74051N102CL A223$4,299dollars as filed
AVIENT CORPORATION05368V106COM102$3,790dollars as filed
BERRY GLOBAL GROUP INC08579W103COM53$3,700dollars as filed
AON PLC SHS CL AG0403H108Stock8$3,193dollars as filed
ESSENTIAL PPTYS RLTY TR INC COM29670E107REIT93$3,036dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock19$3,018dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock46$2,935dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT83$2,430dollars as filed
INTERNATIONAL GAME TECHNOLOGG4863A108SHS USD149$2,423dollars as filed
GOLD FIELDS LTD SPONSORED ADR38059T106ADR104$2,297dollars as filed
UNILEVER PLC904767704SPON ADR NEW38$2,263dollars as filed
ACV AUCTIONS INC00091G104COM CL A134$1,888dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock3$1,493dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock3$1,434dollars as filed
BLUEPRINT MEDICINES CORP09627Y109COM13$1,151dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR9$943dollars as filed
HSBC HLDGS PLC SPON ADR NEW404280406ADR16$919dollars as filed
ENOVIS CORPORATION194014502COM13$497dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock3$304dollars as filed
OLIN CORP680665205COM PAR $112$291dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002048423-25-000004 superseded2025-05-08acceptance time not in the bulk data set
13F-HR/A 0002048423-25-000006this filing2025-05-19acceptance time not in the bulk data set