1
Conservative
Allocation
Fund
Schedule
of
Investments
June
30,
2025
(Unaudited)
Common
Stocks
-
43.1%
a
Financials
%
of
Net
Assets
Shares
$
Value
Transaction
&
Payment
Processing
Services
4.9
Visa,
Inc.
-
Class
A
17,000
6,035,850‌
Mastercard,
Inc.
-
Class
A
9,500
5,338,430‌
a
Multi-Sector
Holdings
2.6
Berkshire
Hathaway,
Inc.
-
Class
B
(a)
12,500
6,072,125‌
a
Insurance
Brokers
2.5
Aon
plc
-
Class
A
(b)
16,750
5,975,730‌
a
Financial
Exchanges
&
Data
1.4
S&P
Global,
Inc.
6,100
3,216,469‌
a
11.4
26,638,604‌
Information
Technology
Systems
Software
3.6
Microsoft
Corp.
9,250
4,601,042‌
Oracle
Corp.
17,000
3,716,710‌
a
Semiconductor
Materials
&
Equipment
3.0
Analog
Devices,
Inc.
20,000
4,760,400‌
Texas
Instrumen
ts,
Inc.
11,000
2,283,820‌
a
IT
Consulting
&
Other
Services
2.1
Accenture
plc
-
Class
A
(b)
16,500
4,931,685‌
a
Application
Software
1.3
Roper
Technologies,
Inc.
5,500
3,117,620‌
a
10.0
23,411,277‌
Health
Care
Life
Sciences
Tools
&
Services
4.8
Danaher
Corp.
25,000
4,938,500‌
Thermo
Fisher
Scientific,
Inc.
10,500
4,257,330‌
Bio-Techne
Corp.
40,000
2,058,000‌
a
Health
Care
Services
1.7
Labcorp
Holdings,
Inc.
15,000
3,937,650‌
a
6.5
15,191,480‌
Industrials
Industrial
Machinery
&
Supplies
&
Components
2.8
IDEX
Corp.
25,000
4,389,250‌
Fortive
Corp.
39,000
2,033,070‌
a
Environmental
&
Facilities
Services
1.4
Veralto
Corp.
32,500
3,280,875‌
a
Cargo
Ground
Transportation
1.1
Old
Dominion
Freight
Line,
Inc.
16,000
2,596,800‌
a
Human
Resource
&
Employment
Services
1.1
Equifax,
Inc.
10,000
2,593,700‌
a
6.4
14,893,695‌
a
Materials
%
of
Net
Assets
Shares
$
Value
Construction
Materials
3.9
Vulcan
Materials
Co.
17,500
4,564,350‌
Martin
Marietta
Materials,
Inc.
8,000
4,391,680‌
a
Industrial
Gases
1.2
Linde
plc
6,000
2,815,080‌
a
5.1
11,771,110‌
Communication
Services
Cable
&
Satellite
1.2
Comcast
Corp.
-
Class
A
80,000
2,855,200‌
a
Interactive
Media
&
Services
1.1
Alphabet,
Inc.
-
Class
C
15,000
2,660,850‌
a
Advertising
0.3
Ralliant
Corp.
(a)
13,000
630,370‌
a
2.6
6,146,420‌
Consumer
Staples
Distillers
&
Vintners
1.1
Diageo
plc
-
ADR
-
ADR
(b)
24,000
2,420,160‌
a
Total
Common
Stocks
(Cost
$51,427,935)
100,472,746‌
Asset-Backed
Securities
-
5.4%
a
a
$
Principal
Amount
$
Value
a
a
a
a
Automobile
ARI
Fleet
Lease
Trust
(ARIFL)
Series
2023-B
Class
A2
–6.05%
7/15/32
(c)
79,852
80,506‌
Series
2024-A
Class
A2
–5.3%
11/15/32
(c)
56,244
56,506‌
Series
2024-B
Class
A2
–5.54%
4/15/33
(c)
167,222
168,299‌
BOF
URSA
VI
Funding
Trust
I
(BVABS)
Series
2023-CAR1
Class
A2
–5.54%
10/27/31
(c)
40,953
41,138‌
Series
2023-CAR2
Class
A2
–5.54%
10/27/31
(c)
94,079
94,504‌
CarMax
Auto
Owner
Trust
(CARMX)
Series
2021-3
Class
C
–1.25%
5/17/27
380,000
375,951‌
CFMT
LLC
(CFMT)
Series
2021-AL1
Class
B
–1.39%
9/22/31
(c)
40,600
40,129‌
Chesapeake
Funding
II
LLC
(CFII)
Series
2023-1A
Class
A1
–5.65%
5/15/35
(c)
200,612
201,653‌
Series
2023-2A
Class
A1
–6.16%
10/15/35
(c)
76,053
77,090‌
Series
S2-1A
Class
A1
–5.52%
5/15/36
(c)
75,955
76,748‌
Enterprise
Fleet
Financing
LLC
(EFF)
Series
2023-1
Class
A2
–5.51%
1/22/29
(c)
77,073
77,323‌
Series
2023-2
Class
A2
–5.56%
4/22/30
(c)
186,064
187,214‌
Series
2023-3
Class
A2
–6.4%
3/20/30
(c)
375,945
381,689‌
Series
2024-1
Class
A2
–5.23%
3/20/30
(c)
128,985
129,949‌
Series
2024-2
Class
A3
–5.61%
4/20/28
(c)
300,000
305,917‌
Series
2024-3
Class
A3
–4.98%
8/21/28
(c)
130,000
131,783‌
Series
2024-4
Class
A3
–4.56%
11/20/28
(c)
100,000
100,607‌
LAD
Auto
Receivables
Trust
(LADAR)
Series
2022-1A
Class
A
–5.21%
6/15/27
(c)
39,048
39,078‌
Series
2023-4A
Class
A3
–6.1%
12/15/27
(c)
137,695
138,308‌
Merchants
Fleet
Funding
LLC
(MFF)
Series
2023-1A
Class
A
–7.21%
5/20/36
(c)
229,629
231,539‌
2
Conservative
Allocation
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
$
Principal
Amount
$
Value
a
a
a
a
OneMain
Direct
Auto
Receivables
Trust
(ODART)
Series
2021-1A
Class
A
–0.87%
7/14/28
(c)
56,589
56,215‌
Series
2022-1A
Class
C
–1.42%
7/14/28
(c)
447,000
439,536‌
Wheels
Fleet
Lease
Funding
LLC
(WFLF)
Series
2023-2A
Class
A
–6.46%
8/18/38
(c)
422,532
428,393‌
Series
2024-2A
Class
A1
–4.87%
6/21/39
(c)
676,594
680,644‌
a
4,540,719‌
a
Collateralized
Loan
Obligations
Audax
Senior
Debt
CLO
6
LLC
(AUDAX)
Series
2021-6A
Class
A1
–6.03%
10/20/33
Floating
Rate
(TSFR3M
+
176)
(c)
(d)
500,000
500,739‌
Fortress
Credit
Opportunities
XV
CLO
Ltd.
(FCO)
Series
2021-15A
Class
A2
–6.09%
4/25/33
Floating
Rate
(TSFR3M
+
181)
(b)
(c)
(d)
500,000
500,740‌
Golub
Capital
Partners
CLO
54M
LP
(GOCAP)
Series
2021-54A
Class
A2
–6.05%
8/5/33
Floating
Rate
(TSFR3M
+
179)
(b)
(c)
(d)
500,000
500,000‌
Monroe
Capital
MML
CLO
XII
Ltd.
(MCMML)
Series
2021-2A
Class
A1
–6.08%
9/14/33
Floating
Rate
(TSFR3M
+
176)
(b)
(c)
(d)
500,000
500,994‌
a
2,002,473‌
a
Consumer
&
Specialty
Finance
Aqua
Finance
Issuer
Trust
(AQFIT)
Series
2025-A
Class
A
–5.25%
12/19/50
(c)
321,468
323,730‌
Foundation
Finance
Trust
(FFIN)
Series
2021-2A
Class
A
–2.19%
1/15/42
(c)
75,101
71,412‌
Series
2023-2A
Class
A
–6.53%
6/15/49
(c)
130,389
136,018‌
Series
2024-1A
Class
A
–5.5%
12/15/49
(c)
110,274
112,693‌
Series
2025-2A
Class
A
–4.67%
4/15/52
(c)
160,000
159,967‌
Greensky
Home
Improvement
Issuer
Trust
(GSKY)
Series
2024-2
Class
A2
–5.25%
10/27/59
(c)
430,228
430,963‌
Series
2025-1A
Class
A4
–5.22%
3/25/60
(c)
159,704
161,307‌
Octane
Receivables
Trust
(OCTL)
Series
2022-2A
Class
A
–5.11%
2/22/28
(c)
6,479
6,480‌
Series
2024-2A
Class
A2
–5.8%
7/20/32
(c)
229,319
231,445‌
a
1,634,015‌
a
Equipment
Amur
Equipment
Finance
Receivables
XI
LLC
(AXIS)
Series
2022-2A
Class
A2
–5.3%
6/21/28
(c)
33,263
33,337‌
Amur
Equipment
Finance
Receivables
XII
LLC
(AXIS)
Series
2023-1A
Class
A2
–6.09%
12/20/29
(c)
112,582
113,708‌
Amur
Equipment
Finance
Receivables
XIII
LLC
(AXIS)
Series
2024-1A
Class
A2
–5.38%
1/21/31
(c)
116,182
117,230‌
Amur
Equipment
Finance
Receivables
XIV
LLC
(AXIS)
Series
2024-2A
Class
A2
–5.19%
7/21/31
(c)
237,557
239,829‌
Amur
Equipment
Finance
Receivables
XV
LLC
(AXIS)
Series
2025-1A
Class
A2
–4.7%
9/22/31
(c)
437,500
440,455‌
Dell
Equipment
Finance
Trust
(DEFT)
Series
2024-1
Class
A3
–5.39%
3/22/30
(c)
170,000
171,545‌
Series
2024-2
Class
A3
–4.59%
8/22/30
(c)
100,000
100,681‌
Dext
ABS
LLC
(DEXT)
Series
2023-2
Class
A2
–6.56%
5/15/34
(c)
233,369
235,359‌
DLLMT
LLC
(DLLMT)
Series
2024-1A
Class
A3
–4.84%
8/21/28
(c)
230,000
232,016‌
DLLST
LLC
(DLLST)
Series
2024-1A
Class
A3
–5.05%
8/20/27
(c)
110,000
110,467‌
a
a
$
Principal
Amount
$
Value
a
a
a
a
GreatAmerica
Leasing
Receivables
Funding
LLC
(GALC)
Series
2024-2
Class
A3
–5%
9/15/28
(c)
240,000
242,969‌
HPEFS
Equipment
Trust
(HPEFS)
Series
2024-2A
Class
A3
–5.36%
10/20/31
(c)
125,000
126,007‌
Kubota
Credit
Owner
Trust
(KCOT)
Series
2024-2A
Class
A3
–5.26%
11/15/28
(c)
190,000
193,476‌
M&T
Equipment
Notes
(MTLRF)
Series
2024-1
Class
A2
–4.99%
8/18/31
(c)
267,589
268,164‌
Series
2025-1A
Class
A2
–4.7%
12/16/27
(c)
1,000,000
1,004,705‌
MMAF
Equipment
Finance
LLC
(MMAF)
Series
2022-B
Class
A3
–5.61%
7/10/28
(c)
55,026
55,075‌
Series
2023-A
Class
A2
–5.79%
11/13/26
(c)
46,880
47,020‌
NMEF
Funding
LLC
(NMEF)
Series
2025-A
Class
A2
–4.72%
7/15/32
(c)
200,000
200,195‌
a
3,932,238‌
a
Other
Verizon
Master
Trust
(VZMT)
Series
2023-7
Class
A1A
–5.67%
11/20/29
465,000
474,563‌
a
Total
Asset-Backed
Securities
(Cost
$12,490,614)
12,584,008‌
Commercial
Mortgage-Backed
Securities
-
1.2%
a
a
a
a
a
AREIT
LLC
(AREIT)
Series
2023-CRE8
Class
AS
–7.18%
8/17/41
Floating
Rate
(TSFR1M
+
287)
(b)
(c)
500,000
502,498‌
GPMT
Ltd.
(GPMT)
Series
2021-FL3
Class
A
–5.93%
7/16/35
Floating
Rate
(TSFR1M
+
161)
(b)
(c)
149,828
147,205‌
HERA
Commercial
Mortgage
Ltd.
(HERA)
Series
2021-FL1
Class
A
–5.48%
2/18/38
Floating
Rate
(TSFR1M
+
116)
(b)
(c)
77,214
77,256‌
HGI
CRE
CLO
Ltd.
(HGI)
Series
2021-FL1
Class
A4
–5.48%
6/16/36
Floating
Rate
(TSFR1M
+
116)
(b)
(c)
35,163
35,167‌
Series
2021-FL1
Class
AS
–5.83%
6/16/36
Floating
Rate
(TSFR1M
+
151)
(b)
(c)
500,000
499,852‌
Series
2021-FL2
Class
A4
–5.43%
9/17/36
Floating
Rate
(TSFR1M
+
111)
(b)
(c)
97,562
97,474‌
KREF
Ltd.
(KREF)
Series
2021-FL2
Class
A4
–5.5%
2/15/39
Floating
Rate
(TSFR1M
+
118)
(b)
(c)
244,133
243,780‌
Series
2022-FL3
Class
A
–5.77%
2/17/39
Floating
Rate
(TSFR1M
+
145)
(b)
(c)
384,069
384,779‌
LoanCore
Issuer
Ltd.
(LNCR)
Series
2021-CRE5
Class
A
–5.73%
7/15/36
Floating
Rate
(TSFR1M
+
141)
(b)
(c)
188,957
189,013‌
PFP
Ltd.
(PFP)
Series
2022-9
Class
A
–6.59%
8/19/35
Floating
Rate
(TSFR1M
+
227)
(b)
(c)
139,813
140,175‌
Series
2024-11
Class
A
–6.14%
9/17/39
Floating
Rate
(TSFR1M
+
183)
(b)
(c)
176,269
176,841‌
STWD
Ltd.
(STWD)
Series
2022-FL3
Class
A
–5.65%
11/15/38
Floating
Rate
(SOFR30A
+
135)
(b)
(c)
375,565
375,347‌
a
Total
Commercial
Mortgage-Backed
Securities
(Cost
$2,841,660)
2,869,387‌
3
Conservative
Allocation
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
Mortgage-Backed
Securities
-
7.3%
a
a
$
Principal
Amount
$
Value
a
a
a
a
Federal
Home
Loan
Mortgage
Corporation
Collateralized
Mortgage
Obligations
Series
5436
Class
AB
–5.5%
4/25/49
547,454
551,693‌
Series
5301
Class
ED
–5%
4/25/53
632,421
638,833‌
a
Pass-Through
Securities
Pool#
J14649
3.5%
4/1/26
1,588
1,579‌
Pool#
E02948
3.5%
7/1/26
6,114
6,070‌
Pool#
J16663
3.5%
9/1/26
4,631
4,595‌
Pool#
ZS8692
2.5%
4/1/33
90,171
86,434‌
Pool#
SB8257
5.5%
9/1/38
886,023
903,457‌
Pool#
SB8287
5%
3/1/39
671,980
677,793‌
Pool#
SB8293
5%
4/1/39
552,108
556,884‌
Series
5407
Class
DA
–5.5%
11/25/49
738,085
753,775‌
Series
5450
Class
KA
–4.5%
6/25/51
878,434
880,135‌
5,061,248‌
a
Federal
National
Mortgage
Association
Collateralized
Mortgage
Obligations
Series
2023-12
Class
GB
–6%
6/25/45
500,773
510,818‌
Series
2024-20
Class
HD
–5.5%
3/25/46
364,768
369,742‌
Series
2024-21
Class
DA
–5.5%
12/25/46
318,808
320,448‌
Series
2024-20
Class
CA
–5.5%
1/25/47
547,542
550,219‌
Series
2024-97
Class
BA
–5.5%
4/25/49
737,521
751,198‌
Series
2024-20
Class
EA
–5.5%
8/25/49
536,676
543,139‌
a
Pass-Through
Securities
Pool#
AB1769
3%
11/1/25
781
777‌
Pool#
AB3902
3%
11/1/26
7,360
7,279‌
Pool#
AK3264
3%
2/1/27
7,276
7,188‌
Pool#
AB6291
3%
9/1/27
52,653
51,942‌
Pool#
MA3189
2.5%
11/1/27
42,316
41,486‌
Pool#
MA3791
2.5%
9/1/29
133,706
129,897‌
Pool#
BM5708
3%
12/1/29
52,461
51,662‌
Pool#
AS7701
2.5%
8/1/31
423,569
407,805‌
Pool#
MA3540
3.5%
12/1/33
52,535
51,722‌
Pool#
MA5311
5%
3/1/39
520,842
525,348‌
4,320,670‌
a
Government
National
Mortgage
Association
Pass-Through
Securities
Pool#
5255
3%
12/20/26
7,312
7,237‌
a
Non-Government
Agency
Collateralized
Mortgage
Obligations
Chase
Home
Lending
Mortgage
Trust
(CHASE)
Series
2024-1
Class
A4A
–6%
1/25/55
(c)
(d)
692,123
699,851‌
Series
2024-2
Class
A4A
–6%
2/25/55
(c)
(d)
444,372
448,983‌
Series
2024-9
Class
A6
–5.5%
9/25/55
(c)
(d)
183,078
183,176‌
Flagstar
Mortgage
Trust
(FSMT)
Series
2021-7
Class
B
–2.5%
8/25/51
(c)
(d)
336,400
299,002‌
GS
Mortgage-Backed
Securities
Trust
(GSMBS)
Series
2022-PJ1
Class
AB
–2.5%
5/28/52
(c)
(d)
373,574
329,763‌
Series
2024-PJ8
Class
A8
–5.5%
2/25/55
(c)
(d)
512,641
511,675‌
Series
2025-PJ3
Class
A8
–5.5%
7/25/55
(c)
(d)
738,758
740,295‌
JPMorgan
Mortgage
Trust
(JPMMT)
Series
2014-5
Class
B
–2.62%
10/25/29
(c)
(d)
18,690
18,308‌
Series
2016-3
Class
A
–2.94%
10/25/46
(c)
(d)
83,531
78,608‌
Series
2017-3
Class
A
–2.5%
8/25/47
(c)
(d)
118,100
104,000‌
a
a
$
Principal
Amount
$
Value
a
a
a
a
Series
2020-7
Class
A
–3%
1/25/51
(c)
(d)
2,785
2,773‌
Series
2020-8
Class
A
–3%
3/25/51
(c)
(d)
29,237
28,706‌
Series
2021-6
Class
B
–2.5%
10/25/51
(c)
(d)
436,919
391,856‌
Series
2021-8
Class
B
–2.5%
12/25/51
(c)
(d)
321,188
286,493‌
Series
2022-2
Class
A4A
–2.5%
8/25/52
(c)
(d)
253,178
224,008‌
Series
2023-6
Class
A4A
–5.5%
12/26/53
(c)
(d)
476,873
477,824‌
Series
2024-2
Class
A6A
–6%
8/25/54
(c)
(d)
131,845
131,611‌
Series
2024-10
Class
A6
–5.5%
3/25/55
(c)
(d)
421,962
421,766‌
RCKT
Mortgage
Trust
(RCKT)
Series
2021-3
Class
A5
–2.5%
7/25/51
(c)
(d)
299,489
267,604‌
Sequoia
Mortgage
Trust
(SEMT)
Series
2019-CH2
Class
A
–4.5%
8/25/49
(c)
(d)
5,530
5,498‌
Series
2020-3
Class
A
–3%
4/25/50
(c)
(d)
14,976
14,724‌
Series
2023-3
Class
A4
–6%
9/25/53
(c)
(d)
348,488
352,309‌
Series
2024-3
Class
A4
–6%
4/25/54
(c)
(d)
305,804
308,689‌
Series
2024-5
Class
A5
–6%
6/25/54
(c)
(d)
216,393
218,299‌
Series
2024-10
Class
A5
–5.5%
11/25/54
(c)
(d)
328,359
329,326‌
Series
2025-6
Class
A11
–5.5%
7/25/55
(c)
(d)
800,000
804,974‌
7,680,121‌
a
Total
Mortgage-Backed
Securities
(Cost
$17,181,838)
17,069,276‌
U.S.
Treasuries
-
34.4%
a
a
a
a
a
U.S.
Treasury
Notes
0.25%
7/31/25
2,000,000
1,993,272‌
3.13%
8/15/25
2,000,000
1,996,599‌
2.75%
8/31/25
2,000,000
1,994,171‌
3.5%
9/15/25
2,000,000
1,997,916‌
3%
10/31/25
2,000,000
1,991,648‌
2.25%
11/15/25
2,000,000
1,984,922‌
0.38%
11/30/25
2,000,000
1,968,072‌
0.38%
1/31/26
1,000,000
978,034‌
4%
2/15/26
2,000,000
1,997,602‌
2.38%
4/30/26
2,000,000
1,972,270‌
0.75%
5/31/26
2,000,000
1,941,268‌
1.5%
8/15/26
2,000,000
1,946,641‌
4.63%
9/15/26
2,000,000
2,016,484‌
1.63%
10/31/26
4,000,000
3,884,219‌
2%
11/15/26
3,000,000
2,925,586‌
1.88%
2/28/27
2,000,000
1,938,828‌
4.5%
4/15/27
2,000,000
2,025,234‌
2.38%
5/15/27
2,000,000
1,950,859‌
4.63%
6/15/27
2,000,000
2,033,437‌
2.75%
7/31/27
2,000,000
1,961,211‌
0.5%
8/31/27
2,000,000
1,867,422‌
4.13%
9/30/27
2,000,000
2,018,437‌
4.13%
10/31/27
2,000,000
2,018,516‌
2.25%
11/15/27
2,000,000
1,934,297‌
3.5%
1/31/28
2,000,000
1,990,156‌
4%
2/29/28
3,000,000
3,023,203‌
3.5%
4/30/28
2,000,000
1,989,453‌
3.63%
5/31/28
2,000,000
1,996,094‌
4.13%
7/31/28
2,000,000
2,024,531‌
4.38%
8/31/28
2,000,000
2,039,922‌
4.63%
9/30/28
2,000,000
2,055,859‌
3.13%
11/15/28
2,000,000
1,963,047‌
4%
1/31/29
2,000,000
2,018,516‌
2.63%
2/15/29
4,000,000
3,852,969‌
2.88%
4/30/29
1,000,000
969,687‌
4%
7/31/29
2,000,000
2,019,141‌
4
Conservative
Allocation
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
$
Principal
Amount
$
Value
a
a
a
a
4.13%
10/31/29
2,000,000
2,029,063‌
4%
10/31/29
1,000,000
1,009,766‌
4%
2/28/30
2,000,000
2,019,922‌
a
Total
U.S.
Treasuries
(Cost
$79,943,041)
80,338,274‌
Cash
Equivalents
-
9.3%
a
a
a
a
U.S.
Treasury
Bills,
3.88%
to
4.27%,
7/15/25
to
10/7/25
(e)
16,000,000
15,902,994‌
JPMorgan
U.S.
Government
Money
Market
Fund
-
Institutional
Class
4.17%
(f)
5,799,628
5,799,628‌
a
Total
Cash
Equivalents
(Cost
$21,702,655)
21,702,622‌
Total
Investments
in
Securities
-
100.7%
(Cost
$185,587,743)
235,036,313‌
Other
Liabilities
in
Excess
of
Other
Assets
-  (0.7%)
(1,676,692‌)
Net
Assets
-
100%
233,359,621‌
(a)
Non-income
producing.
(b)
Foreign
domiciled
entity.
(c)
Security
is
exempt
from
registration
under
Rule
144A
of
the
Securities
Act
of
1933.
This
security
may
be
resold
in
transactions
that
are
exempt
from
registration,
normally
to
qualified
institutional
buyers.
As
of
June
30,
2025,
the
total
value
of
such
securities
was
$22,283,002
or
9.55%
of
net
assets.
(d)
The
interest
rate
resets
periodically
based
on
the
weighted
average
coupons
of
the
underlying
mortgage-related
or
asset-backed
obligations.
(e)
Interest
rates
presented
represent
the
effective
yield
at
June
30,
2025.
(f)
Rate
presented
represents
the
7
day
average
yield
at
June
30,
2025.
5
Core
Plus
Income
Fund
Schedule
of
Investments
June
30,
2025
(Unaudited)
Corporate
Bonds
-
13.6%
a
a
a
$
Principal
Amount
$
Value
Agree,
LP
5.63%
6/15/34
10,650,000
10,923,016‌
Aircastle,
Ltd.
5.25%
8/11/25
(a)
(b)
5,171,000
5,170,759‌
Allegion
U.S.
Holding
Co.,
Inc.
5.6%
5/29/34
3,000,000
3,083,534‌
Ally
Financial,
Inc.
8%
11/1/31
2,000,000
2,278,309‌
American
Airlines,
Inc./AAdvantage
Loyalty
IP
Ltd.
5.5%
4/20/26
(a)
(b)
1,100,000
1,098,163‌
5.75%
4/20/29
(a)
(b)
1,000,000
999,748‌
Americold
Realty
Operating
Partnership,
LP
5.41%
9/12/34
5,000,000
4,896,912‌
Antares
Holdings,
LP
7.95%
8/11/28
(b)
3,000,000
3,169,977‌
Apollo
Debt
Solutions
BDC
6.9%
4/13/29
500,000
522,150‌
Ares
Capital
Corp.
2.88%
6/15/28
1,000,000
942,613‌
Ares
Strategic
Income
Fund
6.35%
8/15/29
5,000,000
5,128,153‌
Ashtead
Capital,
Inc.
4.38%
8/15/27
(b)
1,000,000
996,350‌
4%
5/1/28
(b)
1,070,000
1,054,250‌
2.45%
8/12/31
(b)
500,000
431,746‌
5.55%
5/30/33
(b)
250,000
252,617‌
5.95%
10/15/33
(b)
1,000,000
1,036,381‌
AT&T,
Inc.
6.8%
5/15/36
713,000
788,861‌
Axalta
Coating
Systems
LLC
3.38%
2/15/29
(b)
624,000
591,507‌
Axon
Enterprise,
Inc.
6.13%
3/15/30
(b)
1,000,000
1,030,860‌
6.25%
3/15/33
(b)
2,000,000
2,064,323‌
Barings
BDC,
Inc.
7%
2/15/29
7,000,000
7,218,695‌
Barings
Private
Credit
Corp.
6.15%
6/11/30
(b)
15,000,000
14,839,058‌
Bath
&
Body
Works,
Inc.
6.95%
3/1/33
3,675,000
3,788,260‌
6.88%
11/1/35
301,000
312,595‌
6.75%
7/1/36
2,756,000
2,805,550‌
Berkshire
Hathaway
Finance
Corp.
4.25%
1/15/49
500,000
423,359‌
Blue
Owl
Credit
Income
Corp.
7.75%
1/15/29
5,000,000
5,312,133‌
Boeing
Co.
The
6.26%
5/1/27
2,500,000
2,573,067‌
6.3%
5/1/29
3,000,000
3,172,428‌
Bombardier,
Inc.
6.75%
6/15/33
(a)
(b)
250,000
259,363‌
Brightwood
Capital
Offshore
Fund
V
U
Rn
LLC
7.12%
12/31/35
Floating
Rate
(TSFR3M
+
280)
(b)
9,200,000
9,491,640‌
Broadcom,
Inc.
3.42%
4/15/33
(b)
350,000
317,534‌
3.14%
11/15/35
(b)
1,014,000
855,654‌
CACI
International,
Inc.
6.38%
6/15/33
(b)
1,800,000
1,859,756‌
Cantor
Fitzgerald
LP
4.5%
4/14/27
(b)
1,500,000
1,483,665‌
7.2%
12/12/28
(b)
1,000,000
1,061,909‌
a
a
a
$
Principal
Amount
$
Value
CDW
LLC
/
CDW
Finance
Corp.
4.25%
4/1/28
4,000,000
3,969,111‌
3.28%
12/1/28
1,000,000
956,364‌
5.55%
8/22/34
5,000,000
4,992,426‌
Charles
Schwab
Corp.
(The)
1.95%
12/1/31
5,000,000
4,275,594‌
Charter
Communications
Operating
LLC/Charter
Communications
Operating
Capital
4.2%
3/15/28
650,000
644,432‌
6.1%
6/1/29
5,000,000
5,236,156‌
Choice
Hotels
International,
Inc.
3.7%
1/15/31
250,000
231,966‌
5.85%
8/1/34
3,000,000
3,025,294‌
Cinemark
USA,
Inc.
5.25%
7/15/28
(b)
3,000,000
2,987,945‌
7%
8/1/32
(b)
3,000,000
3,116,730‌
CNX
Resources
Corp.
7.25%
3/1/32
(b)
3,000,000
3,108,351‌
Concentrix
Corp.
6.6%
8/2/28
3,165,000
3,321,710‌
6.85%
8/2/33
4,812,000
5,007,618‌
CoStar
Group,
Inc.
2.8%
7/15/30
(b)
5,846,000
5,291,017‌
Cousins
Properties,
LP
5.88%
10/1/34
2,000,000
2,058,566‌
Delta
Air
Lines,
Inc./SkyMiles
IP
Ltd.
4.5%
10/20/25
(a)
(b)
92,500
92,289‌
4.75%
10/20/28
(a)
(b)
1,100,000
1,103,068‌
Devon
Energy
Corp.
5.25%
10/15/27
325,000
325,738‌
4.5%
1/15/30
920,000
911,003‌
Diamondback
Energy,
Inc.
3.25%
12/1/26
75,000
73,918‌
3.5%
12/1/29
100,000
95,688‌
Dick's
Sporting
Goods,
Inc.
3.15%
1/15/32
1,700,000
1,524,648‌
Dow
Chemical
Co.
(The)
4.25%
10/1/34
1,052,000
968,684‌
Energy
Transfer
LP
6%
2/1/29
(b)
1,000,000
1,016,196‌
7.38%
2/1/31
(b)
900,000
943,186‌
Enterprise
Products
Operating
LLC
4.45%
2/15/43
990,000
857,718‌
EPR
Properties
4.75%
12/15/26
1,250,000
1,248,637‌
4.5%
6/1/27
3,330,000
3,314,529‌
4.95%
4/15/28
3,830,000
3,824,038‌
3.6%
11/15/31
5,350,000
4,862,852‌
EquipmentShare.com,
Inc.
8%
3/15/33
(b)
4,900,000
5,137,552‌
Essential
Properties
LP
2.95%
7/15/31
17,121,000
15,235,782‌
Expedia
Group,
Inc.
3.8%
2/15/28
484,000
476,971‌
3.25%
2/15/30
90,000
84,934‌
5.4%
2/15/35
5,000,000
5,036,924‌
Ferguson
Enterprises,
Inc.
5%
10/3/34
3,000,000
2,979,189‌
Foot
Locker,
Inc.
4%
10/1/29
(b)
6,000,000
5,679,948‌
6
Core
Plus
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
Forestar
Group,
Inc.
6.5%
3/15/33
(b)
6,000,000
6,049,680‌
Fortress
Transportation
and
Infrastructure
Investors
LLC
7%
6/15/32
(b)
7,000,000
7,232,526‌
Franklin
BSP
Realty
Trust,
Inc.
8.25%
4/25/30
(b)
15,000,000
15,073,580‌
Gap,
Inc.
(The)
3.88%
10/1/31
(b)
106,000
95,276‌
Gartner,
Inc.
3.75%
10/1/30
(b)
5,000,000
4,682,017‌
Golub
Capital
Private
Credit
Fund
5.8%
9/12/29
5,000,000
4,996,795‌
Harbour
Energy
PLC
6.33%
4/1/35
(a)
(b)
3,000,000
2,985,496‌
HEICO
Corp.
5.25%
8/1/28
3,000,000
3,078,810‌
5.35%
8/1/33
1,000,000
1,024,063‌
Hercules
Capital,
Inc.
2.63%
9/16/26
1,000,000
967,247‌
Highwoods
Realty
LP
3.88%
3/1/27
750,000
736,534‌
3.05%
2/15/30
1,600,000
1,461,855‌
2.6%
2/1/31
500,000
432,770‌
Host
Hotels
&
Resorts
LP
Series
H
3.38%
12/15/29
612,000
577,859‌
5.7%
6/15/32
9,600,000
9,741,137‌
5.5%
4/15/35
5,000,000
4,951,803‌
IDEX
Corp.
4.95%
9/1/29
2,000,000
2,033,482‌
Indiana
Bell
Telephone
Co.
LLC
7.3%
8/15/26
535,000
547,172‌
Ingersoll
Rand,
Inc.
5.4%
8/14/28
1,000,000
1,031,152‌
International
Flavors
&
Fragrances,
Inc.
5%
9/26/48
914,000
787,910‌
International
Petroleum
Corp.
7.25%
2/1/27
(a)
(b)
5,000,000
5,064,284‌
Kilroy
Realty,
LP
2.65%
11/15/33
280,000
220,097‌
Kite
Realty
Group
Trust
4.75%
9/15/30
2,315,000
2,312,160‌
LKQ
Corp.
6.25%
6/15/33
5,000,000
5,276,608‌
LPL
Holdings,
Inc.
6.75%
11/17/28
3,000,000
3,200,583‌
LXP
Industrial
Trust
6.75%
11/15/28
3,000,000
3,178,919‌
2.7%
9/15/30
500,000
448,406‌
Manitowoc
Co.,
Inc.
The
9.25%
10/1/31
(b)
1,000,000
1,053,693‌
Markel
Group,
Inc.
3.5%
11/1/27
550,000
540,245‌
Marriott
International,
Inc.
Series
HH
2.85%
4/15/31
500,000
454,192‌
MasTec,
Inc.
4.5%
8/15/28
(b)
3,881,000
3,830,406‌
Masterbrand,
Inc.
7%
7/15/32
(b)
7,250,000
7,413,646‌
Mileage
Plus
Holdings
LLC/Mileage
Plus
Intellectual
Property
Assets
Ltd.
6.5%
6/20/27
(b)
812,250
813,823‌
a
a
a
$
Principal
Amount
$
Value
Morgan
Stanley
Direct
Lending
Fund
6%
5/19/30
5,000,000
5,030,383‌
MPLX
LP
4%
3/15/28
85,000
84,191‌
4.8%
2/15/29
250,000
252,494‌
5.5%
6/1/34
5,000,000
5,022,741‌
4.7%
4/15/48
551,000
447,510‌
NNN
REIT,
Inc.
5.5%
6/15/34
5,000,000
5,128,871‌
OneMain
Finance
Corp.
3.88%
9/15/28
1,994,000
1,913,568‌
5.38%
11/15/29
3,303,000
3,251,294‌
6.75%
3/15/32
5,000,000
5,100,290‌
Oracle
Corp.
4.13%
5/15/45
1,000,000
795,355‌
3.6%
4/1/50
470,000
328,996‌
Owens
Corning
3.5%
2/15/30
200,000
191,223‌
Penske
Truck
Leasing
Co.
Lp
/
PTL
Finance
Corp.
5.35%
1/12/27
(b)
250,000
252,911‌
6.05%
8/1/28
(b)
2,000,000
2,084,354‌
Phillips
Edison
Grocery
Center
Operating
Partnership
I
LP
2.63%
11/15/31
4,100,000
3,575,545‌
5.75%
7/15/34
8,000,000
8,233,263‌
Physicians
Realty
LP
4.3%
3/15/27
1,271,000
1,268,378‌
2.63%
11/1/31
7,577,000
6,689,321‌
Plains
All
American
Pipeline
LP/PAA
Finance
Corp.
3.55%
12/15/29
798,000
763,040‌
4.3%
1/31/43
75,000
59,668‌
Realty
Income
Corp.
4%
7/15/29
2,000,000
1,975,515‌
4.85%
3/15/30
1,000,000
1,018,421‌
RELX
Capital,
Inc.
4%
3/18/29
500,000
496,417‌
4.75%
5/20/32
250,000
251,996‌
Rithm
Capital
Corp.
8%
4/1/29
(b)
14,250,000
14,407,705‌
8%
7/15/30
(b)
6,000,000
6,034,590‌
Rocket
Mortgage
LLC
/
Rocket
Mortgage
Co-Issuer,
Inc.
3.88%
3/1/31
(b)
200,000
185,557‌
4%
10/15/33
(b)
1,450,000
1,298,269‌
Sirius
XM
Radio,
LLC
4.13%
7/1/30
(b)
10,000,000
9,226,645‌
Sixth
Street
Specialty
Lending,
Inc.
5.63%
8/15/30
3,000,000
3,010,928‌
Stagwell
Global
LLC
5.63%
8/15/29
(b)
8,000,000
7,660,518‌
Store
Capital
LLC
4.5%
3/15/28
503,000
498,108‌
4.63%
3/15/29
14,538,000
14,307,747‌
5.4%
4/30/30
(b)
2,000,000
2,027,145‌
2.7%
12/1/31
1,250,000
1,061,340‌
Tapestry,
Inc.
5.1%
3/11/30
3,000,000
3,040,605‌
5.5%
3/11/35
1,000,000
1,004,391‌
Tempur
Sealy
International,
Inc.
4%
4/15/29
(b)
400,000
382,850‌
3.88%
10/15/31
(b)
1,500,000
1,365,336‌
T-Mobile
USA,
Inc.
2.63%
4/15/26
250,000
246,286‌
7
Core
Plus
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
3.38%
4/15/29
4,000,000
3,851,550‌
Twilio,
Inc.
3.88%
3/15/31
300,000
280,856‌
United
Rentals
North
America,
Inc.
6.13%
3/15/34
(b)
2,800,000
2,887,564‌
United
Wholesale
Mortgage
LLC
5.75%
6/15/27
(b)
200,000
199,647‌
5.5%
4/15/29
(b)
700,000
680,092‌
UWM
Holdings
LLC
6.63%
2/1/30
(b)
3,000,000
3,005,935‌
VICI
Properties
LP
4.95%
2/15/30
500,000
503,144‌
5.75%
4/1/34
5,000,000
5,114,246‌
5.63%
4/1/35
2,000,000
2,019,188‌
VICI
Properties
LP/VICI
Note
Co.,
Inc.
4.13%
8/15/30
(b)
1,120,000
1,075,474‌
VistaJet
Malta
Finance
PLC
/
Vista
Management
Holding,
Inc.
7.88%
5/1/27^
(a)
(b)
4,462,000
4,493,091‌
6.38%
2/1/30^
(a)
(b)
100,000
93,851‌
Vontier
Corp.
2.95%
4/1/31
100,000
89,448‌
Walker
&
Dunlop,
Inc.
6.63%
4/1/33
(b)
3,000,000
3,085,809‌
Wayfair
LLC
7.75%
9/15/30
(b)
9,000,000
9,078,354‌
Whirlpool
Corp.
6.13%
6/15/30
5,500,000
5,551,831‌
a
Total
Corporate
Bonds
(Cost
$456,746,623)
470,529,738‌
Corporate
Convertible
Bonds
-
0.0%
a
Redwood
Trust,
Inc.
5.75%
10/1/25
(Cost
$500,000)
500,000
501,000‌
Asset-Backed
Securities
-
15.5%
a
Automobile
ACM
Auto
Trust
(ACMAT)
Series
2023-2A
Class
B
–9.85%
6/20/30
(b)
6,236,730
6,348,256‌
AmeriCredit
Automobile
Receivables
Trust
(AMCAR)
Series
2022-1
Class
C
–2.98%
9/20/27
450,000
444,567‌
Arivo
Acceptance
Auto
Loan
Receivables
Trust
(ARIVO)
Series
2022-2A
Class
C
–9.84%
3/15/29
(b)
1,000,000
1,040,326‌
Avid
Automobile
Receivables
Trust
(AVID)
Series
2023-1
Class
B
–7.12%
3/15/27
(b)
211,247
211,397‌
Bayview
Opportunity
Master
Fund
VII
LLC
(BVCLN)
Series
2024-CAR1
Class
C
–5.81%
12/26/31
Floating
Rate
(SOFR30A
+
150)
(b)
(c)
986,674
990,937‌
Bayview
Opportunity
Master
Fund
VII
Trust
(BVABS)
Series
2024-CAR1F
Class
A
–6.97%
7/29/32
(b)
1,115,693
1,117,443‌
BOF
URSA
VI
Funding
Trust
I
(BVABS)
Series
2023-CAR1
Class
A2
–5.54%
10/27/31
(b)
204,764
205,691‌
Series
2023-CAR2
Class
A2
–5.54%
10/27/31
(b)
470,393
472,519‌
BOF
VII
AL
Funding
Trust
I
(BVABS)
Series
2023-CAR3
Class
A2
–6.29%
7/26/32
(b)
1,881,652
1,913,409‌
CFMT
LLC
(CFMT)
Series
2021-AL1
Class
B
–1.39%
9/22/31
(b)
94,734
93,635‌
a
a
a
$
Principal
Amount
$
Value
Enterprise
Fleet
Financing
LLC
(EFF)
Series
2023-2
Class
A2
–5.56%
4/22/30
(b)
930,320
936,069‌
First
Help
Financial
Trust
(FHF)
Series
2023-1A
Class
A2
–6.57%
6/15/28
(b)
1,037,286
1,046,146‌
Series
2023-2A
Class
A2
–6.79%
10/15/29
(b)
767,217
778,304‌
First
Investors
Auto
Owner
Trust
(FIAOT)
Series
2022-2A
Class
D
–8.71%
10/16/28
(b)
1,000,000
1,040,734‌
Flagship
Credit
Auto
Trust
(FCAT)
Series
2021-1
Class
E
–2.72%
4/17/28
(b)
1,500,000
1,458,846‌
Series
2021-2
Class
C
–1.27%
6/15/27
(b)
405,917
404,177‌
Series
2021-3
Class
C
–1.46%
9/15/27
(b)
147,607
146,398‌
Series
2021-4
Class
D
–2.26%
12/15/27
(b)
350,000
330,414‌
GLS
Auto
Receivables
Issuer
Trust
(GCAR)
Series
2021-2A
Class
D
–1.42%
4/15/27
(b)
136,270
135,070‌
Series
2021-4A
Class
D
–2.48%
10/15/27
(b)
390,668
385,900‌
LAD
Auto
Receivables
Trust
(LADAR)
Series
2021-1A
Class
C
–2.35%
4/15/27
(b)
1,718,443
1,714,432‌
Series
2021-1A
Class
D
–3.99%
11/15/29
(b)
3,740,000
3,723,584‌
Series
2022-1A
Class
B
–5.87%
9/15/27
(b)
1,720,000
1,726,698‌
Series
2022-1A
Class
C
–6.85%
4/15/30
(b)
2,000,000
2,030,045‌
Series
2023-1A
Class
D
–7.3%
6/17/30
(b)
3,000,000
3,068,530‌
Series
2023-4A
Class
C
–6.76%
3/15/29
(b)
1,510,000
1,563,211‌
Lendbuzz
Auto
Receivables
Trust
(LBZZ)
Series
2024-A
Class
A
–5.94%
5/15/31
(b)
12,270,920
12,344,599‌
Series
2025-A
Class
A
–5.5%
12/31/99
(b)
9,496,568
9,496,306‌
Lendbuzz
Securitization
Trust
(LBZZ)
Series
2023-1A
Class
A2
–6.92%
8/15/28
(b)
1,755,801
1,781,054‌
Series
2023-3A
Class
A2
–7.5%
12/15/28
(b)
3,980,308
4,066,524‌
Series
2024-1A
Class
A2
–6.19%
8/15/29
(b)
1,386,711
1,398,404‌
Series
2024-2A
Class
A2
–5.99%
5/15/29
(b)
3,948,948
3,983,262‌
Series
2024-2A
Class
C
–7.45%
5/15/31
(b)
1,500,000
1,576,940‌
Series
2024-3A
Class
A2
–4.97%
10/15/29
(b)
1,913,908
1,916,476‌
Lobel
Automobile
Receivables
Trust
(LOBEL)
Series
2023-2
Class
A
–7.59%
4/16/29
(b)
56,868
56,959‌
OneMain
Direct
Auto
Receivables
Trust
(ODART)
Series
2021-1A
Class
D
–1.62%
11/14/30
(b)
1,000,000
983,635‌
Series
2022-1A
Class
C
–1.42%
7/14/28
(b)
4,000,000
3,933,207‌
Prestige
Auto
Receivables
Trust
(PART)
Series
2022-1A
Class
C
–7.09%
8/15/28
(b)
751,287
753,725‌
Series
2025-1A
Class
C
–5.52%
2/15/30
(b)
1,000,000
1,004,768‌
Research-Driven
Pagaya
Motor
Asset
Trust
(RPM)
Series
2023-3A
Class
A
–7.13%
1/26/32
(b)
2,345,882
2,354,635‌
Series
25-1A
Class
B
–5.49%
6/27/33
(b)
2,525,000
2,521,931‌
SAFCO
Auto
Receivables
Trust
(SAFCO)
Series
2024-1A
Class
A
–6.51%
3/20/28
(b)
1,483,038
1,486,661‌
Tricolor
Auto
Securitization
Trust
(TAST)
Series
2024-2A
Class
A
–6.36%
12/15/27
(b)
913,686
916,610‌
United
Auto
Credit
Securitization
Trust
(UACST)
Series
2024-1
Class
B
–6.57%
6/10/27
(b)
1,437,182
1,440,384‌
Series
2024-1
Class
C
–7.06%
10/10/29
(b)
4,000,000
4,029,021‌
Series
2024-1
Class
D
–8.3%
11/12/29
(b)
8,660,000
8,862,363‌
Series
2025-1
Class
C
–5.15%
6/10/30
(b)
5,660,000
5,674,028‌
Series
2025-1
Class
D
–5.96%
7/10/30
(b)
12,000,000
12,081,978‌
a
115,990,208‌
a
Cell
Tower
VB-S1
Issuer
LLC
(VBTEL)
Series
2024-1A
Class
C2
–5.59%
5/15/54
(b)
7,500,000
7,606,627‌
8
Core
Plus
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
a
Collateralized
Loan
Obligations
ABPCI
Direct
Lending
Fund
CLO
XVI,
LP
(ABPCI)
Series
2023-16A
Class
C
–8.53%
2/1/36
Floating
Rate
(TSFR3M
+
425)
(b)
(c)
2,000,000
2,032,542‌
Audax
Senior
Debt
CLO
6
LLC
(AUDAX)
Series
2021-6A
Class
B
–6.48%
10/20/33
Floating
Rate
(TSFR3M
+
221)
(b)
(c)
3,000,000
3,008,903‌
Audax
Senior
Debt
CLO
9
LLC
(AUDAX)
Series
2024-9A
Class
A1
–6.37%
4/20/36
Floating
Rate
(TSFR3M
+
210)
(b)
(c)
4,000,000
4,016,663‌
Barings
Middle
Market
CLO,
Ltd.
(BMM)
Series
2023-IIA
Class
A2
–7.47%
1/20/32
Floating
Rate
(TSFR3M
+
320)
(a)
(b)
(c)
3,000,000
3,016,945‌
Series
2023-IIA
Class
B
–8.42%
1/20/32
Floating
Rate
(TSFR3M
+
415)
(a)
(b)
(c)
3,000,000
3,021,882‌
Series
2023-IIA
Class
C
–10.52%
1/20/32
Floating
Rate
(TSFR3M
+
625)
(a)
(b)
(c)
2,500,000
2,521,712‌
BCC
Middle
Market
LLC
(BCMM)
Series
2023-1A
Class
B1
–8.07%
7/20/35
Floating
Rate
(TSFR3M
+
380)
(b)
(c)
3,750,000
3,772,622‌
BCRED
MML
CLO
LLC
(BXCMM)
Series
2022-1A
Class
A1
–5.92%
4/20/35
Floating
Rate
(TSFR3M
+
165)
(b)
(c)
1,000,000
1,001,259‌
BlackRock
Elbert
CLO
V
LLC
(ELB)
Series
5A
Class
AR
–6.17%
6/15/34
Floating
Rate
(TSFR3M
+
185)
(b)
(c)
1,039,740
1,042,035‌
Cerberus
Loan
Funding
XLII
LLC
(CERB)
Series
2023-3A
Class
B
–7.61%
9/13/35
Floating
Rate
(TSFR3M
+
335)
(b)
(c)
1,750,000
1,764,191‌
Cerberus
Loan
Funding
XXXII,
LP
(CERB)
Series
2021-2A
Class
B
–6.42%
4/22/33
Floating
Rate
(TSFR3M
+
216)
(a)
(b)
(c)
1,500,000
1,504,258‌
Cerberus
Loan
Funding
XXXVII,
LP
(CERB)
Series
2022-1A
Class
A2
–4.02%
4/15/34
(b)
1,750,000
1,732,840‌
CIFC-LBC
Middle
Market
CLO
LLC
(CLBC)
Series
2023-1A
Class
B1
–7.82%
10/20/35
Floating
Rate
(TSFR3M
+
355)
(b)
(c)
4,500,000
4,539,490‌
Series
2023-1A
Class
C
–8.57%
10/20/35
Floating
Rate
(TSFR3M
+
430)
(b)
(c)
5,000,000
5,055,719‌
Deerpath
Capital
CLO
Ltd.
(DPATH)
Series
2021-2A
Class
A1
–6.12%
1/15/34
Floating
Rate
(TSFR3M
+
186)
(a)
(b)
(c)
1,000,000
1,001,585‌
Series
2021-2A
Class
C
–7.42%
1/15/34
Floating
Rate
(TSFR3M
+
316)
(a)
(b)
(c)
2,300,000
2,312,182‌
Series
2024-1A
Class
A1
–6.31%
7/15/36
Floating
Rate
(TSFR3M
+
205)
(a)
(b)
(c)
5,000,000
5,021,784‌
Fortress
Credit
Opportunities
IX
CLO
Ltd.
(FCO)
Series
2017-9A
Class
A1TR
–6.07%
10/15/33
Floating
Rate
(TSFR3M
+
181)
(a)
(b)
(c)
1,500,000
1,502,246‌
Fortress
Credit
Opportunities
XV
CLO
Ltd.
(FCO)
Series
2021-15A
Class
B
–6.39%
4/25/33
Floating
Rate
(TSFR3M
+
211)
(a)
(b)
(c)
1,500,000
1,504,302‌
Fortress
Credit
Opportunities
XXXV
CLO,
Ltd.
(FCO)
Series
2025-35A
Class
D
7/20/33
Floating
Rate
(TSFR3M
+
350)
(a)
(b)
(c)
9,750,000
9,786,562‌
Golub
Capital
Partners
CLO
54M
LP
(GOCAP)
Series
2021-54A
Class
B
–6.37%
8/5/33
Floating
Rate
(TSFR3M
+
211)
(a)
(b)
(c)
500,000
500,000‌
Series
2021-54A
Class
C
–7.17%
8/5/33
Floating
Rate
(TSFR3M
+
291)
(a)
(b)
(c)
1,000,000
1,000,000‌
Greensledge
Capital
Markets
(GCM)
Series
2025-1A
Class
A
–6.69%
6/20/36
Floating
Rate
(TSFR3M
+
240)
(b)
(c)
4,000,000
4,003,760‌
a
a
a
$
Principal
Amount
$
Value
Guggenheim
Investments
Private
Debt
Fund
IV
Rated
Note
Feeder
LLC
(GCFRF)
Series
2025-1A
Class
A1
–7.05%
4/10/38
Floating
Rate
(TSFR3M
+
300)
(b)
(c)
9,160,000
9,176,433‌
Guggenheim
MM
CLO
Ltd.
(GUGG)
Series
2021-4A
Class
B
–6.77%
1/15/34
Floating
Rate
(TSFR3M
+
251)
(a)
(b)
(c)
2,500,000
2,509,064‌
Ivy
Hill
Middle
Market
Credit
Fund
IX
Ltd.
(IVYH)
Series
9A
Class
A1TR
–5.89%
4/23/34
Floating
Rate
(TSFR3M
+
162)
(a)
(b)
(c)
1,500,000
1,501,821‌
Maranon
Loan
Funding
Ltd.
(MRNON)
Series
2021-2RA
Class
BR
–6.57%
7/15/33
Floating
Rate
(TSFR3M
+
231)
(a)
(b)
(c)
2,500,000
2,507,898‌
Monroe
Capital
ABS
Funding
II
Ltd.
(MCAF)
Series
2023-1A
Class
A1R
–6.77%
7/22/34
(b)
5,250,000
5,257,022‌
Series
2023-1A
Class
B1R
–7.83%
7/22/34
(b)
2,500,000
2,540,128‌
Monroe
Capital
MML
CLO
XII
Ltd.
(MCMML)
Series
2021-2A
Class
C
–7.23%
9/14/33
Floating
Rate
(TSFR3M
+
291)
(a)
(b)
(c)
2,000,000
2,009,678‌
Monroe
Capital
MML
CLO
XV
LLC
(MCMML)
Series
2023-1A
Class
A1
–6.78%
9/23/35
Floating
Rate
(TSFR3M
+
250)
(b)
(c)
3,000,000
3,013,976‌
Series
2023-1A
Class
B
–7.73%
9/23/35
Floating
Rate
(TSFR3M
+
345)
(b)
(c)
3,000,000
3,025,604‌
Series
2023-1A
Class
E
–13.37%
9/23/35
Floating
Rate
(TSFR3M
+
909)
(b)
(c)
3,000,000
3,049,134‌
New
Mountain
Guardian
IV
Income
Rated
Feeder
II,
Ltd.
(NMRF)
Series
2024-1A
Class
B
–8.32%
4/5/37
Floating
Rate
(TSFR3M
+
400)
(a)
(b)
(c)
3,573,750
3,554,546‌
Series
2024-1A
Class
C
–10.32%
4/5/37
Floating
Rate
(TSFR3M
+
600)
(a)
(b)
(c)
2,868,750
2,846,601‌
Series
2024-1A
Class
D
–12.72%
4/5/37
Floating
Rate
(TSFR3M
+
840)
(a)
(b)
(c)
2,250,000
2,233,954‌
NXT
Capital
CLO
LLC
(NXTC)
Series
2024-1A
Class
D
–8.51%
1/15/37
Floating
Rate
(TSFR3M
+
425)
(b)
(c)
8,600,000
8,656,802‌
Owl
Rock
CLO
XII
LLC
(OR)
Series
2023-12A
Class
B
–7.82%
7/20/34
Floating
Rate
(TSFR3M
+
355)
(b)
(c)
1,000,000
1,006,255‌
Silver
Point
SCF
CLO
V,
Ltd.
(SPCSL)
Series
2025-1A
Class
A1
–5.73%
4/20/38
Floating
Rate
(TSFR3M
+
150)
(a)
(b)
(c)
2,875,000
2,874,627‌
Silver
Point
SCF
CLO
VII,
Ltd.
(SPCSL)
Series
2025-2A
Class
A1
–5.98%
7/15/37
Floating
Rate
(TSFR3M
+
170)
(a)
(b)
(c)
5,000,000
5,003,750‌
Starwood
Commercial
Mortgage
Trust
(STWD)
Series
2024-SIF4A
Class
D
–8.28%
10/17/36
Floating
Rate
(TSFR3M
+
400)
(b)
(c)
13,200,000
13,261,850‌
Starwood
Property
Mortgage
Trust
(STWD)
Series
2024-SIF3A
Class
B
–6.53%
4/17/36
Floating
Rate
(TSFR3M
+
225)
(b)
(c)
5,000,000
5,035,859‌
Series
2024-SIF3A
Class
C
–7.13%
4/17/36
Floating
Rate
(TSFR3M
+
285)
(b)
(c)
5,000,000
5,029,832‌
Series
2024-SIF3A
Class
D
–8.78%
4/17/36
Floating
Rate
(TSFR3M
+
450)
(b)
(c)
5,000,000
5,024,152‌
Windhill
CLO
1,
Ltd.
(WNDHL)
Series
2023-1A
Class
C
–8.77%
10/22/35
Floating
Rate
(TSFR3M
+
450)
(a)
(b)
(c)
9,200,000
9,334,161‌
Windhill
CLO
2,
Ltd.
(WNDHL)
Series
2024-1A
Class
A
–5.97%
10/20/36
Floating
Rate
(TSFR3M
+
170)
(a)
(b)
(c)
4,000,000
4,006,036‌
a
167,122,665‌
9
Core
Plus
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
a
Consumer
&
Specialty
Finance
Bankers
Healthcare
Group
Securitization
Trust
(BHG)
Series
2021-A
Class
A
–1.42%
11/17/33
(b)
65,878
64,754‌
Series
2022-B
Class
B
–4.84%
6/18/35
(b)
374,322
374,014‌
Series
2023-A
Class
A
–5.55%
4/17/36
(b)
244,277
244,714‌
Series
2023-B
Class
A
–6.92%
12/17/36
(b)
692,152
718,431‌
Driven
Brands
Funding
LLC
(HONK)
Series
2019-2A
Class
A2
–3.98%
10/20/49
(b)
461,037
454,305‌
Foundation
Finance
Trust
(FFIN)
Series
2021-1A
Class
B
–1.87%
5/15/41
(b)
2,023,908
1,922,193‌
Hilton
Grand
Vacations
Trust
(HGVT)
Series
2020-AA
Class
B
–4.22%
2/25/39
(b)
94,469
93,463‌
LendingPoint
Asset
Securitization
Trust
(LDPT)
Series
2020-REV1
Class
C
–7.7%
10/15/28
(b)
2,902,167
2,866,452‌
Pagaya
AI
Debt
Selection
Trust
(PAID)
Series
2021
Class
B
–1.82%
1/16/29
(b)
95,755
94,286‌
Series
2023-7
Class
C
–8.8%
7/15/31
(b)
7,997,020
8,079,652‌
Series
2023-7
Class
D
–9%
7/15/31
(b)
4,998,138
5,074,666‌
Pagaya
AI
Debt
Trust
(PAID)
Series
2022-5
Class
A
–8.1%
6/17/30
(b)
90,677
90,990‌
Series
2023-5
Class
C
–9.1%
4/15/31
(b)
2,283,237
2,292,859‌
Series
2023-5
Class
D
–9%
4/15/31
(b)
3,499,970
3,515,956‌
Series
2024-1
Class
A
–6.66%
7/15/31
(b)
522,276
525,721‌
Series
2024-3
Class
B
–6.57%
10/15/31
(b)
5,862,127
5,909,981‌
Reach
ABS
Trust
(REACH)
Series
2024-1A
Class
A
–6.3%
2/18/31
(b)
320,996
321,779‌
Theorem
Funding
Trust
(THRM)
Series
2022-2A
Class
B
–9.27%
12/15/28
(b)
1,000,000
1,013,094‌
Series
2022-3A
Class
A
–7.6%
4/15/29
(b)
39,587
39,677‌
Upstart
Securitization
Trust
(UPST)
Series
2021-1
Class
C
–4.06%
3/20/31
(b)
1,907
1,904‌
Series
2023-2
Class
A
–6.77%
6/20/33
(b)
137,133
137,239‌
a
33,836,130‌
a
Data
Center
Compass
Datacenters
Issuer
II
LLC
(CMPDC)
Series
2024-1A
Class
A1
–5.25%
2/25/49
(b)
3,250,000
3,268,815‌
Series
2024-2A
Class
A1
–5.02%
8/25/49
(b)
7,750,000
7,767,773‌
Compass
Datacenters
Issuer
III
LLC
(CMDC)
Series
2025-1A
Class
A2
–5.66%
2/25/50
(b)
6,500,000
6,576,740‌
Cyrusone
Data
Centers
Issuer
I
LLC
(CYRUS)
Series
2025-1A
Class
A2
–5.91%
2/20/50
(b)
12,500,000
12,762,840‌
Databank
Issuer
LLC
(COLO)
Series
2024-1A
Class
A2
–5.3%
1/26/54
(b)
5,750,000
5,733,551‌
Retained
Vantage
Data
Centers
Issuer
LLC
(VDCR)
Series
2024-1A
Class
A2
–4.99%
9/15/49
(b)
3,500,000
3,472,224‌
Series
2024-1A
Class
B
–5.78%
9/15/49
(b)
2,000,000
2,005,869‌
Stack
Infrastructure
Issuer
LLC
(SIDC)
Series
2023-3A
Class
A2
–5.9%
10/25/48
(b)
4,250,000
4,285,641‌
Series
2025-1A
Class
A2
–5%
5/25/50
(b)
3,000,000
2,973,789‌
Switch
ABS
Issuer,
LLC
(SWTCH)
Series
2024-1A
Class
A2
–6.28%
3/25/54
(b)
6,600,000
6,735,128‌
Series
2024-2A
Class
C
–10.03%
6/25/54
(b)
10,000,000
10,376,194‌
a
65,958,564‌
a
Equipment
Amur
Equipment
Finance
Receivables
XII
LLC
(AXIS)
Series
2023-1A
Class
A2
–6.09%
12/20/29
(b)
450,328
454,834‌
a
a
a
$
Principal
Amount
$
Value
a
Fiber
ALLO
Issuer
LLC
(ALLO)
Series
2024-1A
Class
A2
–5.94%
7/20/54
(b)
3,000,000
3,048,888‌
Series
2024-1A
Class
B
–7.15%
7/20/54
(b)
2,500,000
2,594,366‌
Series
2024-1A
Class
C
–11.19%
7/20/54
(b)
7,500,000
8,127,474‌
Series
2025-1A
Class
B
–6.16%
4/20/55
(b)
1,500,000
1,548,387‌
Series
2025-1A
Class
C
–8.1%
4/20/55
(b)
4,000,000
4,005,871‌
Frontier
Issuer
LLC
(FYBR)
Series
2023-1
Class
B
–8.3%
8/20/53
(b)
2,650,000
2,736,781‌
Series
2023-1
Class
C
–11.5%
8/20/53
(b)
4,750,000
4,999,001‌
Hotwire
Funding
LLC
(HWIRE)
Series
2024-1A
Class
C
–9.19%
6/20/54
(b)
6,000,000
6,312,052‌
Zayo
Issuer
LLC
(ZAYO)
Series
2025-1A
Class
A2
–5.65%
3/20/55
(b)
8,250,000
8,441,856‌
a
41,814,676‌
a
Other
Adams
Outdoor
Advertising,
LP
(ADMSO)
Series
2023-1
Class
A2
–6.97%
7/15/53
(b)
6,000,000
6,160,123‌
Bojangles
Issuer
LLC
(BOJA)
Series
2024-1A
Class
A2
–6.58%
11/20/54
(b)
19,500,000
19,922,854‌
Cogent
Ipv4
LLC
(CGNT)
Series
2024-1A
Class
A2
–7.92%
5/25/54
(b)
2,250,000
2,387,910‌
Series
2025-1A
Class
A2
–6.65%
4/25/55
(b)
19,000,000
19,594,994‌
ExteNet
Issuer
LLC
(EXTNT)
Series
2024-1A
Class
A2
–5.34%
7/25/54
(b)
2,000,000
2,006,913‌
Series
2024-1A
Class
C
–9.05%
7/25/54
(b)
5,000,000
5,253,925‌
Golub
Capital
Partners
ABS
Funding
(GCPAF)
Series
2023-1A
Class
A
–7.46%
7/25/33
(b)
5,000,000
5,050,845‌
Series
2024-1A
Class
A1
–7.18%
1/25/34
Floating
Rate
(TSFR3M
+
290)
(b)
(c)
5,000,000
4,988,978‌
Series
2024-1A
Class
A2
–6.89%
1/25/34
(b)
5,000,000
5,061,218‌
Jersey
Mike's
Funding
LLC
(JMIKE)
Series
2019-1A
Class
A2
–4.43%
2/15/50
(b)
2,636,625
2,615,496‌
Series
2024-1A
Class
A2
–5.64%
2/15/55
(b)
7,980,000
8,129,370‌
Oxford
Finance
Funding
Trust
(OXFIN)
Series
2023-1A
Class
A2
–6.72%
2/15/31
(b)
4,480,232
4,496,752‌
TSC
SPV
Funding
LLC
(TROP)
Series
2024-1A
Class
A2
–6.29%
8/20/54
(b)
16,915,000
16,744,175‌
Zaxby's
Funding
LLC
(ZAXBY)
Series
2021-1A
Class
A2
–3.24%
7/30/51
(b)
1,203,125
1,113,824‌
103,527,377‌
a
Total
Asset-Backed
Securities
(Cost
$528,483,435)
536,311,081‌
Commercial
Mortgage-Backed
Securities
-
9.1%
a
Acrec
LLC
(ACREC)
Series
2025-FL3
Class
C
–6.61%
8/18/42
Floating
Rate
(TSFR1M
+
229)
(b)
2,400,000
2,373,146‌
ACREC,
Ltd.
(ACREC)
Series
2021-FL1
Class
E
–7.43%
10/16/36
Floating
Rate
(TSFR1M
+
311)
(a)
(b)
16,482,000
16,567,915‌
Arbor
Realty
Collateralized
Loan
Obligation,
Ltd.
(ARCLO)
Series
2025-BTR1
Class
B
–7.49%
1/20/41
Floating
Rate
(TSFR1M
+
319)
(b)
7,000,000
6,983,900‌
Series
2025-BTR1
Class
C
–7.99%
1/20/41
Floating
Rate
(TSFR1M
+
369)
(b)
7,000,000
6,980,291‌
10
Core
Plus
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
Series
2025-BTR1
Class
D
–8.74%
1/20/41
Floating
Rate
(TSFR1M
+
444)
(b)
10,000,000
10,002,691‌
AREIT
LLC
(AREIT)
Series
2023-CRE8
Class
B
–7.64%
8/17/41
Floating
Rate
(TSFR1M
+
332)
(a)
(b)
5,000,000
5,005,834‌
Series
2023-CRE8
Class
C
–8.34%
8/17/41
Floating
Rate
(TSFR1M
+
402)
(a)
(b)
5,000,000
4,998,406‌
Series
2023-CRE8
Class
D
–9.68%
8/17/41
Floating
Rate
(TSFR1M
+
537)
(a)
(b)
3,000,000
3,004,219‌
AREIT,
Ltd.
(AREIT)
Series
2024-CRE9
Class
AS
–6.55%
5/17/41
Floating
Rate
(TSFR1M
+
224)
(a)
(b)
5,000,000
5,018,369‌
Series
2024-CRE9
Class
B
–6.85%
5/17/41
Floating
Rate
(TSFR1M
+
254)
(a)
(b)
3,000,000
2,989,599‌
Series
2025-CRE10
Class
A
–5.7%
12/17/29
Floating
Rate
(TSFR1M
+
139)
(a)
(b)
5,000,000
4,992,119‌
BDS
Ltd.
(BDS)
Series
2021-FL10
Class
C
–6.73%
12/16/36
Floating
Rate
(TSFR1M
+
241)
(a)
(b)
1,250,000
1,251,639‌
BPR
Trust
(BPR)
Series
2021-TY
Class
B
–5.58%
9/15/38
Floating
Rate
(TSFR1M
+
126)
(b)
3,250,000
3,239,376‌
Brightspire
Capital,
Inc.
(BRSP)
Series
2021-FL1
Class
D
–7.13%
8/19/38
Floating
Rate
(TSFR1M
+
281)
(a)
(b)
1,000,000
994,544‌
Series
2024-FL2
Class
E
–10.86%
8/19/37
Floating
Rate
(TSFR1M
+
654)
(a)
(b)
10,000,000
10,191,055‌
BRSP
Ltd.
(BRSP)
Series
2021-FL1
Class
B
–6.33%
8/19/38
Floating
Rate
(TSFR1M
+
201)
(a)
(b)
1,100,000
1,095,412‌
Series
2021-FL1
Class
C
–6.58%
8/19/38
Floating
Rate
(TSFR1M
+
226)
(a)
(b)
5,050,000
5,048,197‌
Series
2021-FL1
Class
E
–7.88%
8/19/38
Floating
Rate
(TSFR1M
+
356)
(a)
(b)
4,000,000
3,965,328‌
Series
2024-FL2
Class
A
–6.26%
8/19/37
Floating
Rate
(TSFR1M
+
195)
(a)
(b)
5,000,000
5,005,714‌
Series
2024-FL2
Class
D
–9.16%
8/19/37
Floating
Rate
(TSFR1M
+
484)
(a)
(b)
13,000,000
12,949,168‌
Dwight
Issuer
LLC
(DWIGHT)
Series
2025-FL1
Class
A
–5.96%
9/18/42
Floating
Rate
(TSFR1M
+
166)
(b)
2,500,000
2,497,072‌
Series
2025-FL1
Class
AS
–6.59%
9/18/42
Floating
Rate
(TSFR1M
+
229)
(b)
10,000,000
10,012,487‌
FS
Rialto
Issuer
LLC
(FSRIA)
Series
2021-FL2
Class
D
–7.23%
5/16/38
Floating
Rate
(TSFR1M
+
291)
(b)
2,080,000
2,060,428‌
Series
2021-FL2
Class
E
–7.88%
5/16/38
Floating
Rate
(TSFR1M
+
356)
(b)
1,000,000
924,687‌
Series
2021-FL3
Class
E
–7.28%
11/16/36
Floating
Rate
(TSFR1M
+
296)
(a)
(b)
2,800,000
2,775,606‌
Government
National
Mortgage
Association
(GNR)
Series
2018-52
Class
AE
–2.75%
5/16/51
74,980
69,620‌
GPMT
Ltd.
(GPMT)
Series
2021-FL3
Class
A
–5.93%
7/16/35
Floating
Rate
(TSFR1M
+
161)
(a)
(b)
599,313
588,818‌
Series
2021-FL4
Class
B
–6.38%
12/15/36
Floating
Rate
(TSFR1M
+
206)
(a)
(b)
1,000,000
970,492‌
Series
2021-FL4
Class
C
–6.78%
12/15/36
Floating
Rate
(TSFR1M
+
246)
(a)
(b)
13,000,000
12,545,000‌
HERA
Commercial
Mortgage
Ltd.
(HERA)
Series
2021-FL1
Class
C
–6.38%
2/18/38
Floating
Rate
(TSFR1M
+
206)
(a)
(b)
650,000
645,651‌
a
a
a
$
Principal
Amount
$
Value
HGI
CRE
CLO
Ltd.
(HGI)
Series
2021-FL1
Class
A4
–5.48%
6/16/36
Floating
Rate
(TSFR1M
+
116)
(a)
(b)
128,868
128,882‌
Series
2021-FL1
Class
AS
–5.83%
6/16/36
Floating
Rate
(TSFR1M
+
151)
(a)
(b)
2,000,000
1,999,408‌
Series
2021-FL1
Class
B
–6.03%
6/16/36
Floating
Rate
(TSFR1M
+
171)
(a)
(b)
5,100,000
5,099,564‌
Series
2021-FL1
Class
C
–6.13%
6/16/36
Floating
Rate
(TSFR1M
+
181)
(a)
(b)
450,000
451,173‌
Series
2021-FL1
Class
E
–7.38%
6/16/36
Floating
Rate
(TSFR1M
+
306)
(a)
(b)
750,000
722,138‌
Series
2021-FL2
Class
D
–6.58%
9/17/36
Floating
Rate
(TSFR1M
+
226)
(a)
(b)
2,800,000
2,805,361‌
HIG
RCP
LLC
(HIG)
Series
2023-FL1
Class
C
–8.87%
9/19/38
Floating
Rate
(TSFR1M
+
456)
(b)
5,000,000
5,061,425‌
Series
2023-FL1
Class
D
–10.17%
9/19/38
Floating
Rate
(TSFR1M
+
586)
(b)
5,000,000
5,087,432‌
HIG
RCP
Trust
(HIG)
Series
2023-FL1
Class
B
–7.93%
9/19/38
Floating
Rate
(TSFR1M
+
361)
(b)
3,000,000
3,031,185‌
Hilton
USA
Trust
(HILT)
Series
2016-SFP
Class
E
–5.52%
11/5/35
(b)
(d)
840,000
35,007‌
ILPT
Commercial
Mortgage
Trust
(ILPT)
Series
2022-LPF2
Class
B
–7.06%
10/15/39
Floating
Rate
(TSFR1M
+
274)
(b)
3,000,000
3,002,268‌
LoanCore
Issuer
LLC
(LNCR)
Series
2025-CRE8
Class
A
–5.7%
8/17/42
Floating
Rate
(TSFR1M
+
139)
(b)
2,500,000
2,493,672‌
LoanCore
Issuer
Ltd.
(LNCR)
Series
2021-CRE5
Class
B
–6.43%
7/15/36
Floating
Rate
(TSFR1M
+
211)
(a)
(b)
1,407,000
1,406,133‌
Series
2021-CRE5
Class
C
–6.78%
7/15/36
Floating
Rate
(TSFR1M
+
246)
(a)
(b)
2,500,000
2,493,539‌
Series
2021-CRE5
Class
E
–8.18%
7/15/36
Floating
Rate
(TSFR1M
+
386)
(a)
(b)
8,500,000
8,414,809‌
Series
2021-CRE6
Class
AS
–6.08%
11/15/38
Floating
Rate
(TSFR1M
+
176)
(a)
(b)
5,500,000
5,510,436‌
Series
2021-CRE6
Class
E
–7.88%
11/15/38
Floating
Rate
(TSFR1M
+
356)
(a)
(b)
3,000,000
2,970,735‌
Series
2022-CRE7
Class
E
–8.05%
1/17/37
Floating
Rate
(SOFR30A
+
375)
(a)
(b)
2,250,000
2,224,645‌
PFP
Ltd.
(PFP)
Series
2022-9
Class
A
–6.59%
8/19/35
Floating
Rate
(TSFR1M
+
227)
(a)
(b)
419,439
420,525‌
Series
2024-11
Class
C
–7.3%
9/17/39
Floating
Rate
(TSFR1M
+
299)
(a)
(b)
3,902,498
3,885,500‌
Series
2024-11
Class
D
–8.4%
9/17/39
Floating
Rate
(TSFR1M
+
409)
(a)
(b)
5,000,000
4,926,096‌
Series
2025-12
Class
A
–5.81%
12/18/42
Floating
Rate
(TSFR1M
+
149)
(a)
(b)
5,000,000
5,006,258‌
Series
2025-12
Class
AS
–6.06%
12/18/42
Floating
Rate
(TSFR1M
+
174)
(a)
(b)
5,000,000
5,004,680‌
SKY
Trust
(SKY)
Series
2025-LINE
Class
A
–6.9%
4/15/42
Floating
Rate
(TSFR1M
+
259)
(b)
21,922,807
21,923,906‌
Series
2025-LINE
Class
C
–8.75%
4/15/42
Floating
Rate
(TSFR1M
+
444)
(b)
7,473,684
7,394,877‌
STWD
Ltd.
(STWD)
Series
2021-FL2
Class
C
–6.53%
4/18/38
Floating
Rate
(TSFR1M
+
221)
(a)
(b)
2,109,000
2,096,862‌
Series
2022-FL3
Class
B
–6.25%
11/15/38
Floating
Rate
(SOFR30A
+
195)
(a)
(b)
3,525,000
3,467,839‌
11
Core
Plus
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
Series
2022-FL3
Class
E
–7.55%
11/15/38
Floating
Rate
(SOFR30A
+
325)
(a)
(b)
2,320,000
2,217,165‌
SWCH
Commercial
Mortgage
Trust
(SWCH)
Series
2025-DATA
Class
A
–5.75%
2/15/42
Floating
Rate
(TSFR1M
+
144)
(b)
7,500,000
7,456,901‌
Series
2025-DATA
Class
B
–6.15%
2/15/42
Floating
Rate
(TSFR1M
+
184)
(b)
15,000,000
14,904,339‌
TPG
Real
Estate
Finance
(TRTX)
Series
2022-FL5
Class
AS
–6.46%
2/15/39
Floating
Rate
(TSFR1M
+
215)
(a)
(b)
6,485,000
6,489,810‌
TRTX
Issuer,
Ltd.
(TRTX)
Series
2021-FL4
Class
C
–6.83%
3/15/38
Floating
Rate
(TSFR1M
+
251)
(a)
(b)
23,750,000
23,644,768‌
Series
2022-FL5
Class
C
–7.06%
2/15/39
Floating
Rate
(TSFR1M
+
275)
(a)
(b)
5,000,000
4,957,534‌
a
Total
Commercial
Mortgage-Backed
Securities
(Cost
$312,886,652)
312,481,655‌
Mortgage-Backed
Securities
-
33.1%
a
Federal
Home
Loan
Mortgage
Corporation
Collateralized
Mortgage
Obligations
Series
5026
Class
DH
–1.75%
9/25/43
343,872
316,136‌
Series
4949
Class
BC
–2.25%
3/25/49
182,697
165,016‌
a
Pass-Through
Securities
Pool#
C91945
3%
8/1/37
189,592
179,419‌
Pool#
RA7183
4%
4/1/52
10,843,988
10,110,628‌
Pool#
SD8245
4.5%
9/1/52
17,924,400
17,187,479‌
Pool#
SD8257
4.5%
10/1/52
48,853,354
46,844,868‌
Pool#
SD8258
Series
8258
5%
10/1/52
8,071,062
7,953,296‌
Pool#
SD8266
4.5%
11/1/52
10,146,085
9,729,681‌
Pool#
SD8267
Series
8267
5%
11/1/52
3,305,540
3,257,139‌
Pool#
SD4712
4.5%
12/1/52
25,189,113
24,124,547‌
Pool#
SD8290
6%
1/1/53
3,532,251
3,603,416‌
Pool#
SD2473
5%
2/1/53
12,426,377
12,244,620‌
Pool#
SD8306
4.5%
3/1/53
19,022,923
18,222,586‌
Pool#
SD8323
Series
8323
5%
5/1/53
6,079,811
5,974,791‌
Pool#
SD8324
Series
8324
5.5%
5/1/53
7,414,063
7,430,012‌
Pool#
SD8329
5%
6/1/53
13,036,893
12,811,697‌
Pool#
SD3386
5.5%
7/1/53
4,538,022
4,544,745‌
Pool#
SD8341
Series
8341
5%
7/1/53
4,385,414
4,316,500‌
Pool#
SD8342
Series
8342
5.5%
7/1/53
11,871,415
11,902,211‌
Pool#
SD8350
6%
8/1/53
7,107,167
7,237,989‌
Pool#
SD8347
4.5%
8/1/53
38,410,476
36,808,200‌
Pool#
SD8363
6%
9/1/53
7,488,392
7,628,096‌
Pool#
SD8362
5.5%
9/1/53
17,266,145
17,294,394‌
Pool#
SD8366
5%
10/1/53
23,406,818
23,029,046‌
Pool#
SD6291
4.5%
10/1/53
7,635,859
7,314,839‌
Pool#
SD8374
6.5%
11/1/53
3,354,126
3,466,700‌
Pool#
SD8372
5.5%
11/1/53
15,442,811
15,482,567‌
Pool#
SD8371
5%
11/1/53
11,818,123
11,610,952‌
Pool#
SD8383
5.5%
12/1/53
20,229,523
20,254,804‌
Pool#
SD8395
5.5%
1/1/54
22,658,817
22,684,216‌
Pool#
SD8400
5%
2/1/54
18,466,250
18,151,061‌
Pool#
SD8408
5.5%
3/1/54
22,477,633
22,494,145‌
Pool#
SD8417
4.5%
3/1/54
13,834,314
13,244,891‌
Pool#
SD8421
6%
4/1/54
4,046,898
4,116,936‌
Pool#
SD8420
5.5%
4/1/54
10,514,690
10,522,414‌
Pool#
SD8419
5%
4/1/54
33,792,818
33,206,430‌
a
a
a
$
Principal
Amount
$
Value
Pool#
SD8430
5%
5/1/54
5,548,953
5,445,091‌
Pool#
SD8438
5.5%
6/1/54
16,894,838
16,907,250‌
Pool#
SD8447
6%
7/1/54
4,257,302
4,330,983‌
Pool#
SD6319
5.5%
9/1/54
7,341,812
7,347,206‌
Pool#
SD8461
5%
9/1/54
7,685,561
7,548,030‌
Pool#
SD8474
5%
11/1/54
69,775,621
68,446,009‌
Pool#
SD8493
5.5%
12/1/54
32,221,382
32,245,059‌
Pool#
SD8491
5%
12/1/54
20,206,098
19,821,056‌
Pool#
SD8533
5.5%
5/1/55
7,896,543
7,900,496‌
645,457,647‌
a
Federal
National
Mortgage
Association
Collateralized
Mortgage
Obligations
Series
2013-130
Class
CA
–2.5%
6/25/43
76,177
72,581‌
Series
2013-130
Class
CD
–3%
6/25/43
138,503
134,008‌
a
Pass-Through
Securities
Pool#
SD8494
5.5%
1/1/55
7,659,518
7,663,352‌
Pool#
932836
3%
12/1/25
873
868‌
Pool#
468516
5.17%
6/1/28
188,170
190,314‌
Pool#
MA3443
4%
8/1/48
81,958
77,611‌
Pool#
FM5733
2%
1/1/51
1,054,952
850,178‌
Pool#
MA4733
4.5%
9/1/52
5,971,135
5,725,646‌
Pool#
MA4785
Series
4785
5%
10/1/52
10,750,021
10,593,166‌
Pool#
MA4806
Series
4806
5%
11/1/52
3,254,188
3,212,581‌
Pool#
MA4840
4.5%
12/1/52
11,692,301
11,212,461‌
Pool#
MA4941
5.5%
3/1/53
6,346,570
6,363,491‌
Pool#
MA5009
5%
5/1/53
26,774,512
26,333,007‌
Pool#
MA5040
6%
6/1/53
1,491,052
1,519,013‌
Pool#
MA5039
5.5%
6/1/53
6,608,690
6,622,055‌
Pool#
MA5038
Series
5038
5%
6/1/53
2,989,777
2,938,132‌
Pool#
FS6837
5.5%
7/1/53
18,520,231
18,546,216‌
Pool#
MA5071
5%
7/1/53
20,766,463
20,415,631‌
Pool#
MA5167
6.5%
10/1/53
2,012,625
2,080,971‌
Pool#
MA5166
6%
10/1/53
5,412,548
5,511,554‌
Pool#
MA5164
5%
10/1/53
9,245,848
9,097,578‌
Pool#
MA5192
6.5%
11/1/53
4,454,312
4,603,773‌
Pool#
MA5191
6%
11/1/53
3,955,637
4,027,992‌
Pool#
MA5216
6%
12/1/53
7,670,643
7,809,188‌
Pool#
MA5215
5.5%
12/1/53
20,036,082
20,063,701‌
Pool#
MA5271
5.5%
2/1/54
15,419,336
15,432,648‌
Pool#
CB7972
5%
2/1/54
9,364,440
9,205,210‌
Pool#
MA5296
5.5%
3/1/54
33,859,766
33,884,639‌
Pool#
MA5294
5%
3/1/54
9,236,181
9,062,908‌
Pool#
MA5331
5.5%
4/1/54
19,452,208
19,466,498‌
Pool#
MA5326
4.5%
4/1/54
6,113,037
5,852,590‌
Pool#
DB1847
5.5%
5/1/54
4,830,174
4,841,190‌
Pool#
MA5387
5%
6/1/54
29,110,294
28,596,142‌
Pool#
MA5420
5.5%
7/1/54
9,004,004
9,010,619‌
Pool#
MA5419
5%
7/1/54
12,471,240
12,249,039‌
Pool#
MA5443
5%
8/1/54
33,483,322
32,845,298‌
Pool#
MA5470
5.5%
9/1/54
14,855,922
14,866,838‌
Pool#
MA5468
4.5%
9/1/54
17,180,865
16,448,822‌
Pool#
MA5496
5%
10/1/54
22,970,263
22,534,332‌
Pool#
MA5529
4.5%
11/1/54
7,771,271
7,440,147‌
Pool#
MA5585
5%
1/1/55
7,740,394
7,591,079‌
424,993,067‌
12
Core
Plus
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
a
Government
National
Mortgage
Association
Collateralized
Mortgage
Obligations
Series
2021-29
Class
CY
–3%
9/20/50
998,341
794,870‌
a
Non-Government
Agency
Collateralized
Mortgage
Obligations
Chase
Home
Lending
Mortgage
Trust
(CHASE)
Series
2024-1
Class
A3
–6%
1/25/55
(b)
(c)
5,383,647
5,426,802‌
Series
2024-2
Class
A3
–6%
2/25/55
(b)
(c)
6,936,728
6,992,333‌
Series
2024-5
Class
A2
–6%
4/25/55
(b)
(c)
6,909,722
6,965,111‌
Series
2024-8
Class
A3
–5.5%
8/25/55
(b)
(c)
3,038,371
3,023,871‌
Flagstar
Mortgage
Trust
(FSMT)
Series
2017-1
Class
2A2
–3%
3/25/47
(b)
(c)
27,609
25,777‌
GS
Mortgage-Backed
Securities
Trust
(GSMBS)
Series
2023-PJ3
Class
A3
–5%
10/27/53
(b)
(c)
4,073,087
3,971,187‌
Series
2024-PJ5
Class
A3
–6%
9/25/54
(b)
(c)
5,139,787
5,180,988‌
JPMorgan
Mortgage
Trust
(JPMMT)
Series
2016-3
Class
A
–2.94%
10/25/46
(b)
(c)
33,412
31,443‌
Series
2017-3
Class
A
–2.5%
8/25/47
(b)
(c)
41,335
36,400‌
Series
2018-6
Class
2A2
–3%
12/25/48
(b)
(c)
10,065
9,633‌
Series
2023-3
Class
A3A
–5%
10/25/53
(b)
(c)
3,779,366
3,684,815‌
Series
2023-4
Class
1A2
–6%
11/25/53
(b)
(c)
2,198,852
2,216,478‌
Series
2023-9
Class
A2
–6%
4/25/54
(b)
(c)
2,395,341
2,414,542‌
Series
2023-10
Class
A2
–6%
5/25/54
(b)
(c)
1,596,233
1,608,948‌
Series
2024-2
Class
A3
–6%
8/25/54
(b)
(c)
2,021,904
2,038,112‌
Series
2024-4
Class
A3
–6%
10/25/54
(b)
(c)
3,347,727
3,374,563‌
Series
2024-6
Class
A3
–6%
12/25/54
(b)
(c)
4,174,420
4,207,882‌
Morgan
Stanley
Residential
Mortgage
Loan
Trust
(MSRM)
Series
2023-1
Class
A1
–4%
2/25/53
(b)
(c)
5,124,708
4,703,518‌
RCKT
Mortgage
Trust
(RCKT)
Series
2021-3
Class
A5
–2.5%
7/25/51
(b)
(c)
1,197,955
1,070,414‌
Sequoia
Mortgage
Trust
(SEMT)
Series
2019-CH2
Class
A
–4.5%
8/25/49
(b)
(c)
2,370
2,356‌
Series
2023-3
Class
A1
–6%
9/25/53
(b)
(c)
3,863,659
3,894,630‌
Series
2024-1
Class
A1
–5.92%
1/25/54
(b)
(c)
9,678,011
9,755,590‌
a
Pass-Through
Securities
Greenpoint
Mortgage
Pass-Through
Certificates
(GMSI)
Series
2003-1
Class
A1
–7.18%
10/25/33
(c)
25,921
25,315‌
70,660,708‌
a
Total
Mortgage-Backed
Securities
(Cost
$1,135,087,229)
1,141,906,292‌
Municipal
Bonds
-
0.0%
a
Detroit,
MI
City
School
District
General
Obligation
Q-SBLF,
6.65%
5/1/29
(Cost
$530,665)
460,000
494,263‌
Term
Loan
-
0.2%
a
Industrials
TransDigm,
Inc.
6.82%
2/28/31
(Cost
$7,508,098)
7,481,156
7,502,888‌
U.S.
Treasuries
-
26.2%
a
a
a
$
Principal
Amount
$
Value
U.S.
Treasury
Bonds
3.5%
2/15/39
2,100,000
1,896,809‌
4.5%
8/15/39
10,000,000
9,965,625‌
4.38%
11/15/39
5,000,000
4,902,930‌
4.63%
2/15/40
20,000,000
20,122,656‌
1.88%
2/15/41
11,500,000
7,913,438‌
4.38%
5/15/41
5,000,000
4,847,070‌
1.75%
8/15/41
4,000,000
2,656,875‌
2%
11/15/41
7,500,000
5,160,352‌
2.38%
2/15/42
28,000,000
20,378,750‌
3.25%
5/15/42
15,000,000
12,414,258‌
4%
11/15/42
95,000,000
86,698,633‌
3.88%
2/15/43
10,000,000
8,954,688‌
3.13%
2/15/43
25,000,000
20,112,305‌
3.88%
5/15/43
49,000,000
43,782,265‌
2.88%
5/15/43
2,000,000
1,542,109‌
4.38%
8/15/43
75,500,000
71,988,955‌
3.63%
8/15/43
17,000,000
14,630,625‌
4.75%
11/15/43
25,000,000
24,981,445‌
3.75%
11/15/43
6,000,000
5,244,375‌
4.5%
2/15/44
82,500,000
79,741,406‌
3.63%
2/15/44
15,500,000
13,274,902‌
4.63%
5/15/44
35,000,000
34,334,180‌
3.38%
5/15/44
15,500,000
12,754,199‌
4.13%
8/15/44
55,000,000
50,404,492‌
3.13%
8/15/44
27,500,000
21,691,699‌
4.63%
11/15/44
40,000,000
39,168,750‌
3%
11/15/44
24,000,000
18,488,438‌
4.75%
2/15/45
25,000,000
24,875,000‌
2.5%
2/15/45
21,000,000
14,790,235‌
5%
5/15/45
5,000,000
5,137,109‌
3%
5/15/45
23,000,000
17,624,648‌
3%
11/15/45
9,500,000
7,240,410‌
2.5%
5/15/46
8,400,000
5,804,531‌
2.25%
8/15/46
2,500,000
1,638,574‌
3%
2/15/47
1,000,000
751,055‌
4.13%
8/15/53
13,000,000
11,616,211‌
U.S.
Treasury
Notes
2.25%
2/15/27
3,500,000
3,415,234‌
2.25%
8/15/27
3,000,000
2,910,469‌
1.13%
2/29/28
6,500,000
6,079,277‌
1.25%
9/30/28
7,000,000
6,477,871‌
2.38%
10/15/28
13,000,000
14,126,100‌
1.5%
11/30/28
3,000,000
2,788,828‌
1.88%
2/28/29
3,500,000
3,280,635‌
4%
10/31/29
10,000,000
10,097,656‌
1.75%
11/15/29
3,000,000
2,763,281‌
1.5%
2/15/30
5,250,000
4,751,865‌
4%
2/28/30
20,000,000
20,199,219‌
0.88%
11/15/30
8,000,000
6,864,063‌
1.13%
2/15/31
4,500,000
3,894,609‌
1.38%
11/15/31
5,500,000
4,707,012‌
1.88%
2/15/32
1,000,000
878,652‌
4.13%
11/15/32
42,000,000
42,298,594‌
4.5%
11/15/33
10,000,000
10,275,000‌
4.25%
11/15/34
21,000,000
21,075,469‌
4.25%
5/15/39
10,000,000
9,738,672‌
a
Total
U.S.
Treasuries
(Cost
$950,807,982)
904,152,508‌
13
Core
Plus
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
Cash
Equivalents
-
1.9%
a
a
a
Shares
$
Value
a
JPMorgan
U.S.
Government
Money
Market
Fund
-
Institutional
Class
4.17%
(Cost
$65,418,261)
(e)
65,418,261
65,418,261‌
Short-Term
Securities
Held
as
Collateral
for
Securities
on
Loan
-
0.1%
a
Goldman
Sachs
Financial
Square
Government
Fund
Institutional
Class
–4.22%
(e)
3,075,129
3,075,129‌
Citibank
N.A.
DDCA
4.38%
341,681
341,681‌
a
Total
Short-Term
Securities
Held
as
Collateral
for
Securities
on
Loan
(Cost
$3,416,810)
3,416,810‌
Total
Investments
in
Securities
99.7%
(Cost
$3,461,385,755)
3,442,714,496‌
Other
Assets
Less
Other
Liabilities
-  0.3%
8,869,477‌
Net
Assets
-
100%
3,451,583,973‌
^
This
security
or
a
partial
position
of
this
security
was
on
loan
as
of
June
30,
2025.
The
total
value
of
securities
on
loan
as
of
June
30,
2025
was
$3,342,110.
(a)
Foreign
domiciled
entity.
(b)
Security
is
exempt
from
registration
under
Rule
144A
of
the
Securities
Act
of
1933.
This
security
may
be
resold
in
transactions
that
are
exempt
from
registration,
normally
to
qualified
institutional
buyers.
As
of
June
30,
2025,
the
total
value
of
such
securities
was
$1,125,281,248
or
32.60%
of
net
assets.
(c)
The
interest
rate
resets
periodically
based
on
the
weighted
average
coupons
of
the
underlying
mortgage-related
or
asset-backed
obligations.
(d)
Defaulted
bond.
(e)
Rate
presented
represents
the
7
day
average
yield
at
June
30,
2025.
14
Large
Cap
Equity
Fund
Schedule
of
Investments
June
30,
2025
(Unaudited)
Common
Stocks
-
97.6%
a
Information
Technology
%
of
Net
Assets
Shares
$
Value
Systems
Software
8.5
Microsoft
Corp.
78,500
39,046,685‌
Oracle
Corp.
150,000
32,794,500‌
a
Application
Software
6.0
Constellation
Software,
Inc.
Canada
(a)
7,500
27,500,643‌
Salesforce,
Inc.
87,500
23,860,375‌
a
IT
Consulting
&
Other
Services
6.0
Gartner,
Inc.
(b)
63,500
25,667,970‌
Accenture
plc
-
Class
A
(a)
85,000
25,405,650‌
a
Semiconductor
Materials
&
Equipment
3.3
Analog
Devices,
Inc.
117,500
27,967,350‌
a
23.8
202,243,173‌
Financials
Transaction
&
Payment
Processing
Services
13.4
Visa,
Inc.
-
Class
A
125,000
44,381,250‌
Mastercard,
Inc.
-
Class
A
67,000
37,649,980‌
Global
Payments,
Inc.
400,000
32,016,000‌
a
Multi-Sector
Holdings
4.1
Berkshire
Hathaway,
Inc.
-
Class
B
(b)
72,500
35,218,325‌
a
Insurance
Brokers
3.6
Aon
plc
-
Class
A
(a)
85,000
30,324,600‌
a
21.1
179,590,155‌
Health
Care
Life
Sciences
Tools
&
Services
12.5
Danaher
Corp.
280,000
55,311,200‌
Thermo
Fisher
Scientific,
Inc.
88,000
35,680,480‌
Bio-Techne
Corp.
300,000
15,435,000‌
a
Health
Care
Equipment
2.9
IDEXX
Laboratories,
Inc.
(b)
45,000
24,135,300‌
a
15.4
130,561,980‌
Communication
Services
Interactive
Media
&
Services
8.9
Meta
Platforms,
Inc.
-
Class
A
60,000
44,285,400‌
Alphabet,
Inc.
-
Class
C
175,000
31,043,250‌
a
Cable
&
Satellite
3.3
Charter
Communications,
Inc.
-
Class
A
(b)
69,000
28,207,890‌
a
12.2
103,536,540‌
Industrials
Human
Resource
&
Employment
Services
4.3
Equifax,
Inc.
142,500
36,960,225‌
a
Industrial
Machinery
&
Supplies
&
Components
4.2
IDEX
Corp.
205,000
35,991,850‌
a
Industrials  
%
of
Net
Assets
Shares
$
Value
a
Cargo
Ground
Transportation
2.4
Old
Dominion
Freight
Line,
Inc.
123,600
20,060,280‌
a
10.9
93,012,355‌
Consumer
Discretionary
Broadline
Retail
3.9
Amazon.com,
Inc.
(b)
152,500
33,456,975‌
a
Automotive
Retail
2.2
CarMax,
Inc.
(b)
275,000
18,482,750‌
a
6.1
51,939,725‌
Real
Estate
Real
Estate
Services
4.4
CoStar
Group,
Inc.
(b)
460,000
36,984,000‌
Materials
Construction
Materials
3.7
Vulcan
Materials
Co.
120,000
31,298,400‌
a
Total
Common
Stocks
(Cost
$466,393,018)
829,166,328‌
Cash
Equivalents
-
2.5%
a
a
$
Principal
Amount
$
Value
a
a
a
a
U.S.
Treasury
Bill
4.02%,
7/29/25
(c)
15,000,000
14,951,642‌
JPMorgan
U.S.
Government
Money
Market
Fund
-
Institutional
Class
4.17%
(d)
6,296,921
6,296,921‌
a
Total
Cash
Equivalents
(Cost
$21,247,863)
21,248,563‌
Total
Investments
in
Securities
-
100.1%
(Cost
$487,640,881)
850,414,891‌
Other
Liabilities
in
Excess
of
Other
Assets
-  (0.1%)
(891,435‌)
Net
Assets
-
100%
849,523,456‌
(a)
Foreign
domiciled
entity.
(b)
Non-income
producing.
(c)
Interest
rates
presented
represent
the
effective
yield
at
June
30,
2025.
(d)
Rate
presented
represents
the
7
day
average
yield
at
June
30,
2025.
15
Multi
Cap
Equity
Fund
Schedule
of
Investments
June
30,
2025
(Unaudited)
Common
Stocks
-
95.5%
a
Financials
%
of
Net
Assets
Shares
$
Value
Transaction
&
Payment
Processing
Services
10.5
Visa,
Inc.
-
Class
A
92,500
32,842,125‌
Mastercard
,
Inc.
-
Class
A
50,000
28,097,000‌
a
Multi-Sector
Holdings
7.5
Berkshire
Hathaway,
Inc.
-
Class
B
(a)
90,000
43,719,300‌
a
Insurance
Brokers
4.1
Aon
plc
-
Class
A
(b)
67,500
24,081,300‌
a
22.1
128,739,725‌
Communication
Services
Interactive
Media
&
Services
9.0
Alphabet,
Inc.
-
Class
C
150,000
26,608,500‌
Meta
Platforms,
Inc.
-
Class
A
35,000
25,833,150‌
a
Cable
&
Satellite
8.9
Liberty
Broadband
Corp.
(a)
Class
C
200,000
19,676,000‌
Class
A
100,000
9,782,000‌
Comcast
Corp.
-
Class
A
350,000
12,491,500‌
Charter
Communications,
Inc.
-
Class
A
(a)
25,000
10,220,250‌
a
Integrated
Telecommunication
Services
0.6
LICT
Corp.^
(a)
273
3,276,000‌
a
18.5
107,887,400‌
Industrials
Aerospace
&
Defense
7.1
HEICO
Corp.
-
Class
A
160,000
41,400,000‌
a
Human
Resource
&
Employment
Services
2.5
Equifax,
Inc.
55,000
14,265,350‌
a
Industrial
Machinery
&
Supplies
&
Components
2.4
IDEX
Corp.
80,000
14,045,600‌
a
Cargo
Ground
Transportation
1.8
Old
Dominion
Freight
Line,
Inc.
65,000
10,549,500‌
a
13.8
80,260,450‌
Information
Technology
Semiconductor
Materials
&
Equipment
2.8
Texas
Instruments,
Inc.
80,000
16,609,600‌
a
Communications
Equipment
2.8
Sirius
XM
Holdings,
Inc.
720,000
16,538,400‌
a
IT
Consulting
&
Other
Services
2.7
Gartner,
Inc.
(a)
24,000
9,701,280‌
Accenture
plc
-
Class
A
(b)
20,000
5,977,800‌
a
Application
Software
2.4
ACI
Worldwide,
Inc.
(a)
300,000
13,773,000‌
a
10.7
62,600,080‌
a
Health
Care
%
of
Net
Assets
Shares
$
Value
Life
Sciences
Tools
&
Services
5.6
Danaher
Corp.
105,000
20,741,700‌
Bio-
Techne
Corp.
230,000
11,833,500‌
a
Health
Care
Services
3.7
Labcorp
Holdings,
Inc.
82,000
21,525,820‌
a
Health
Care
Equipment
1.4
IDEXX
Laboratories,
Inc.
(a)
15,000
8,045,100‌
a
10.7
62,146,120‌
Materials
Construction
Materials
6.1
Vulcan
Materials
Co.
70,000
18,257,400‌
Martin
Marietta
Materials,
Inc.
31,200
17,127,552‌
a
Specialty
Chemicals
2.6
Perimeter
Solutions,
Inc.
(a)
1,100,000
15,312,000‌
a
8.7
50,696,952‌
Real
Estate
Real
Estate
Services
5.6
CoStar
Group,
Inc.
(a)
300,000
24,120,000‌
Altus
Group,
Ltd.
Canada
(b)
225,000
8,705,893‌
a
5.6
32,825,893‌
Consumer
Discretionary
Distributors
2.9
LKQ
Corp.
450,000
16,654,500‌
a
Automotive
Retail
2.5
CarMax,
Inc.
(a)
220,000
14,786,200‌
a
5.4
31,440,700‌
a
Total
Common
Stocks
(Cost
$246,969,079)
556,597,320‌
Cash
Equivalents
-
4.6%
a
a
$
Principal
Amount
$
Value
a
a
a
a
U.S.
Treasury
Bills,
3.88%
to
4.29%,
7/15/25
to
8/28/25
(c)
17,000,000
16,945,845‌
JPMorgan
U.S.
Government
Money
Market
Fund
-
Institutional
Class
4.17%
(d)
9,699,805
9,699,805‌
a
Total
Cash
Equivalents
(Cost
$26,646,948)
26,645,650‌
Short-Term
Securities
Held
as
Collateral
for
Securities
on
Loan
-
0.0%
a
Shares
$
Value
a
a
a
a
Goldman
Sachs
Financial
Square
Government
Fund
Institutional
Class
4.22%
(d)
22,216
22,216‌
16
Multi
Cap
Equity
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
Shares
$
Value
a
a
a
a
Citibank
N.A.
DDCA
4.38%
2,468
2,468‌
a
Total
Short-Term
Securities
Held
as
Collateral
for
Securities
on
Loan
(Cost
$24,684)
24,684‌
Total
Investments
in
Securities
-
100.1%
(Cost
$273,640,711)
583,267,654‌
Other
Liabilities
in
Excess
of
Other
Assets
-  (0.1%)
(772,062‌)
Net
Assets
-
100%
582,495,592‌
^
This
security
or
a
partial
position
of
this
security
was
on
loan
as
of
June
30,
2025.
The
total
value
of
securities
on
loan
as
of
June
30,
2025
was
$24,200.
(a)
Non-income
producing.
(b)
Foreign
domiciled
entity.
(c)
Interest
rates
presented
represent
the
effective
yield
at
June
30,
2025.
(d)
Rate
presented
represents
the
7
day
average
yield
at
June
30,
2025.
17
Nebraska
Tax
Free
Income
Fund
Schedule
of
Investments
June
30,
2025
(Unaudited)
Municipal
Bonds
-
95
.4
%
a
a
%
of
Net
Assets
$
Principal
Amount
$
Value
a
a
a
a
Nebraska
92.5
Ashland-Greenwood
Public
Schools
General
Obligation
3%
12/15/42
100,000
75,812‌
Buffalo
Cnty
Ne
Sch
Dist
4%
6/15/36
150,000
148,238‌
Cass
County
School
District
No.
22
General
Obligation
2.2%
12/15/26
250,000
245,988‌
City
of
Bellevue
NE
General
Obligation
Series
A
3%
9/15/32
500,000
479,100‌
City
of
Blair
NE
General
Obligation
5%
6/15/34
360,000
376,020‌
City
of
Blair
NE
Water
System
Revenue
    2.85%
12/15/25
100,000
99,432‌
    3%
12/15/26
100,000
98,781‌
    3.1%
12/15/27
100,000
98,202‌
    3.2%
12/15/28
100,000
97,465‌
City
of
Columbus
NE
Combined
Utilities
System
Revenue
    4%
6/15/33
200,000
203,771‌
AGM,
    4%
12/15/26
100,000
101,822‌
    4%
12/15/27
100,000
101,911‌
City
of
Columbus
NE
General
Obligation
    3%
12/15/29
150,000
149,493‌
    3%
12/15/30
150,000
148,581‌
City
of
Grand
Island
NE
Combined
Utility
System
Revenue
Series
A
AGM,
    4%
8/15/35
205,000
207,135‌
    4%
8/15/36
125,000
125,746‌
City
of
Grand
Island
NE
General
Obligation
    3%
11/15/27
150,000
150,061‌
    3%
11/15/30
150,000
148,964‌
City
of
Kearney
NE
General
Obligation
4%
5/15/34
220,000
220,191‌
City
of
Lincoln
NE
Electric
System
Revenue
3%
9/1/28
30,000
29,890‌
City
of
Norfolk
NE
General
Obligation
3.38%
5/15/34
500,000
489,577‌
City
of
Omaha
NE
General
Obligation
Series
A
    3%
4/15/35
100,000
91,933‌
Series
A
Class
A
    3%
4/15/34
100,000
93,610‌
City
of
Omaha
NE
Riverfront
Redevelopment
Special
Tax
Revenue
Series
A
4%
1/15/33
260,000
265,678‌
City
of
Omaha
NE
Sewer
Revenue
    4%
4/1/31
350,000
351,865‌
Series
A
    4%
4/1/34
100,000
102,120‌
County
of
Saline
NE
Revenue
3%
2/15/31
200,000
193,210‌
County
of
Sarpy
NE
Certificates
of
Participation
1.75%
6/15/26
500,000
492,063‌
County
of
Seward
NE
General
Obligation
3%
12/15/30
605,000
600,512‌
Cozad
City
School
District
General
Obligation
4%
6/15/26
250,000
252,399‌
Dawson
County
Public
Power
District
Revenue
Series
A
    2%
6/15/26
170,000
167,312‌
    2.1%
6/15/27
105,000
102,005‌
Series
B
    2.5%
6/15/28
135,000
130,643‌
    3%
6/15/29
245,000
239,472‌
    3%
6/15/30
355,000
341,990‌
Dodge
County
School
District
No.
595
General
Obligation
1.9%
6/15/32
200,000
174,001‌
Douglas
County
Hospital
Authority
No.
2
Revenue
    5%
5/15/26
500,000
500,313‌
    5%
5/15/30
140,000
142,283‌
    4%
5/15/32
700,000
700,041‌
a
a
%
of
Net
Assets
$
Principal
Amount
$
Value
a
a
a
a
Douglas
County
Hospital
Authority
No.
3
Revenue
5%
11/1/26
250,000
251,402‌
Douglas
County
School
District
No.
59
NE
General
Obligation
3%
12/15/32
100,000
95,289‌
Lincoln
Airport
Authority
Revenue
5%
7/1/27
150,000
154,789‌
Madison
County
Hospital
Authority
No.
1
Revenue
5%
7/1/35
140,000
140,016‌
Metropolitan
Utilities
District
of
Omaha
Gas
System
Revenue
4%
12/1/27
450,000
450,516‌
Municipal
Energy
Agency
of
Nebraska
Revenue
    5%
4/1/27
350,000
360,079‌
    5%
4/1/28
225,000
230,969‌
Nebraska
Cooperative
Republican
Platte
Enhancement
Project
Revenue
Series
A
2%
12/15/29
250,000
230,377‌
Nebraska
Educational
Health
Cultural
&
Social
Services
Finance
Authority
Revenue
4%
1/1/34
110,000
108,029‌
Nebraska
Investment
Finance
Authority
Revenue
GNMA,
    4.45%
9/1/43
180,000
173,548‌
Series
B
GNMA,
    1.35%
9/1/26
200,000
193,345‌
Series
C
GNMA,
    2%
9/1/35
325,000
255,991‌
Nebraska
Public
Power
District
Revenue
Series
C
5%
1/1/32
65,000
65,504‌
Nebraska
State
College
Facilities
Corp.
Revenue
AGM,
4%
7/15/28
250,000
253,300‌
Omaha
Public
Facilities
Corp.
Revenue
    4%
6/1/28
85,000
85,926‌
Series
A
    4%
6/1/31
155,000
160,835‌
Series
C
    4%
4/1/33
340,000
347,223‌
    4%
4/1/39
500,000
472,205‌
Omaha
School
District
General
Obligation
    5%
12/15/28
130,000
130,566‌
    5%
12/15/29
350,000
359,825‌
    5%
12/15/31
135,000
138,557‌
Papillion
Municipal
Facilities
Corp.
Revenue
    2%
12/15/32
100,000
86,746‌
    2%
12/15/34
200,000
164,376‌
Papillion-La
Vista
School
District
No.
27
General
Obligation
Series
A
    2.3%
12/1/26
275,000
271,789‌
Series
B
    4%
12/1/35
400,000
406,742‌
Public
Power
Generation
Agency
5%
1/1/37
400,000
404,580‌
State
of
Nebraska
Certificates
of
Participation
    3%
2/1/26
60,000
59,964‌
Series
A
    2%
4/1/26
150,000
148,298‌
University
of
Nebraska
Facilities
Corp.
(The)
Revenue
5%
7/15/29
380,000
388,311‌
University
of
Nebraska
Revenue
PRE-REFUNDED/ESCROWED
TO
MATURITY,
    2.5%
7/1/26
210,000
209,584‌
    3%
7/1/27
100,000
100,738‌
    5%
5/15/30
100,000
105,416‌
Upper
Republican
Natural
Resource
District
Revenue
AGM,
    4%
12/15/25
245,000
245,206‌
    4%
12/15/27
395,000
395,381‌
18
Nebraska
Tax
Free
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
%
of
Net
Assets
$
Principal
Amount
$
Value
a
a
a
a
Village
of
Boys
Town
NE
Revenue
    3%
9/1/28
700,000
698,177‌
    3%
7/1/35
325,000
291,414‌
Winside
Public
Schools
General
Obligation
2%
6/15/31
350,000
311,225‌
a
17,683,868‌
a
Texas
1.9
City
of
Austin
Tx
Airport
System
Revenue
Series
B
5%
11/15/26
250,000
256,397‌
City
of
Austin
Tx
Electric
Utility
Revenue
Series
A
5%
11/15/35
100,000
106,664‌
a
363,061‌
a
Utah
0.5
City
of
Salt
Lake
City
UT
Public
Utilities
Revenue
5%
2/1/35
100,000
105,578‌
a
Washington
0.5
Pierce
County
School
District
No.
10
Tacoma
General
Obligation
Series
B
SCH
BD
GTY,
4%
12/1/35
100,000
101,559‌
a
Total
Municipal
Bonds
(Cost
$18,986,064)
18,254,066‌
Cash
Equivalents
-
4
.8
%
a
Shares
$
Value
a
a
a
a
JPMorgan
U.S.
Government
Money
Market
Fund
-
Institutional
Class
4.17%
(Cost
$914,821)
(a)
914,821
914,821‌
a
Total
Investments
in
Securities
-
100.2%
(Cost
$19,900,885)
19,168,887‌
Other
Liabilities
in
Excess
of
Other
Assets
-  (0.2%)
(
40,083‌
)
Net
Assets
-
100%
19,128,804‌
(a)
Rate
presented
represents
the
7
day
average
yield
at
June
30,
2025.
19
Partners
III
Opportunity
Fund
Schedule
of
Investments
June
30,
2025
(Unaudited)
Common
Stocks
-
91.2%
a
Financials
%
of
Net
Assets
Shares
$
Value
Transaction
&
Payment
Processing
Services
12.9
Visa,
Inc.
-
Class
A
59,000
20,947,950‌
Mastercard,
Inc.
-
Class
A
36,000
20,229,840‌
Global
Payments,
Inc.
160,000
12,806,400‌
a
Multi-Sector
Holdings
12.6
Berkshire
Hathaway,
Inc.
-
Class
B
(a)
108,000
52,463,160‌
a
Insurance
Brokers
3.4
Aon
plc
-
Class
A
(b)
40,000
14,270,400‌
a
28.9
120,717,750‌
Information
Technology
Application
Software
6.9
CoreCard
Corp.
(a)
515,000
14,919,550‌
Roper
Technologies,
Inc.
25,000
14,171,000‌
a
Systems
Software
4.7
Microsoft
Corp.
40,000
19,896,400‌
a
Communications
Equipment
3.6
Sirius
XM
Holdings,
Inc.
650,000
14,930,500‌
a
Semiconductor
Materials
&
Equipment
3.5
Texas
Instruments,
Inc.
70,000
14,533,400‌
a
18.7
78,450,850‌
Communication
Services
Cable
&
Satellite
7.9
Liberty
Broadband
Corp.
(a)
Class
C
295,000
29,022,100‌
Class
A
40,000
3,912,800‌
a
Interactive
Media
&
Services
7.7
Alphabet,
Inc.
-
Class
C
100,000
17,739,000‌
Meta
Platforms,
Inc.
-
Class
A
20,000
14,761,800‌
a
15.6
65,435,700‌
Health
Care
Life
Sciences
Tools
&
Services
12.8
Danaher
Corp.
110,000
21,729,400‌
Thermo
Fisher
Scientific,
Inc.
50,000
20,273,000‌
Bio-Techne
Corp.
220,000
11,319,000‌
a
Health
Care
Services
2.5
Labcorp
Holdings,
Inc.
40,000
10,500,400‌
a
15.3
63,821,800‌
Consumer
Discretionary
Broadline
Retail
3.7
Amazon.com,
Inc.
(a)
70,000
15,357,300‌
a
Automotive
Retail
2.4
CarMax,
Inc.
(a)
150,000
10,081,500‌
a
6.1
25,438,800‌
a
Industrials
%
of
Net
Assets
Shares
$
Value
Industrial
Machinery
&
Supplies
&
Components
3.8
IDEX
Corp.
90,000
15,801,300‌
Materials
Specialty
Chemicals
2.8
Perimeter
Solutions,
Inc.
(a)
840,000
11,692,800‌
a
Total
Common
Stocks
(Cost
$187,975,384)
381,359,000‌
Cash
Equivalents
-
9.7%
a
a
$
Principal
Amount
$
Value
a
a
a
a
U.S.
Treasury
Bills,
3.77%
to
4.29%,
7/10/25
to
10/7/25
(c)
29,000,000
28,843,989‌
JPMorgan
U.S.
Government
Money
Market
Fund
-
Institutional
Class
4.17%
(d)
11,812,757
11,812,757‌
a
Total
Cash
Equivalents
(Cost
$40,656,331)
40,656,746‌
Total
Investments
in
Securities
-
100.9%
(Cost
$228,631,715)
422,015,746‌
Options
Written
-
(0.1)%
(367,000‌)
Other
Liabilities
in
Excess
of
Other
Assets
-  (0.8%)
(3,286,589‌)
Net
Assets
-
100%
418,362,157‌
Options
Written-
(0.1)%
$
Notional
Shares
subject
to
option
$
Value
Covered
Call
Options
Laboratory
Corp.
of
America
November
2025
/
$260
5,200,000
20,0
00
(367,000‌)
Total
Options
Written
(premiums
received
$309,404)
(367,000‌)
Non-controlled
affiliate.
(a)
Non-income
producing.
(b)
Foreign
domiciled
entity.
(c)
Interest
rates
presented
represent
the
effective
yield
at
June
30,
2025.
(d)
Rate
presented
represents
the
7
day
average
yield
at
June
30,
2025.
20
Short
Duration
Income
Fund
Schedule
of
Investments
June
30,
2025
(Unaudited)
Corporate
Bonds
-
6.9%
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
Agree,
LP
2%
6/15/28
2,239,000
2,099,575‌
American
Airlines,
Inc./AAdvantage
Loyalty
IP
Ltd.
5.5%
4/20/26
(a)
(b)
691,667
690,512‌
Ares
Capital
Corp.
7%
1/15/27
1,000,000
1,032,135‌
Ares
Strategic
Income
Fund
5.7%
3/15/28
3,000,000
3,025,230‌
Ashtead
Capital,
Inc.
1.5%
8/12/26
(b)
4,800,000
4,644,995‌
4.38%
8/15/27
(b)
3,000,000
2,989,051‌
Axon
Enterprise,
Inc.
6.13%
3/15/30
(b)
1,000,000
1,030,860‌
Bath
&
Body
Works,
Inc.
6.69%
1/15/27
945,000
967,649‌
Blackstone
Secured
Lending
Fund
5.88%
11/15/27
250,000
255,339‌
Boeing
Co.
The
6.26%
5/1/27
2,500,000
2,573,067‌
Brightwood
Capital
Offshore
Fund
V
U
Rn
LLC
7.12%
12/31/35
Floating
Rate
(TSFR3M
+
280)
(b)
3,000,000
3,095,100‌
Cantor
Fitzgerald
LP
4.5%
4/14/27
(b)
1,500,000
1,483,665‌
Cinemark
USA,
Inc.
5.25%
7/15/28
(b)
2,000,000
1,991,964‌
Concentrix
Corp.
6.65%
8/2/26
2,910,000
2,963,786‌
Delta
Air
Lines,
Inc./SkyMiles
IP
Ltd.
4.5%
10/20/25
(a)
(b)
499,500
498,359‌
Devon
Energy
Corp.
5.25%
10/15/27
390,000
390,886‌
Energy
Transfer
LP
5.63%
5/1/27
(b)
610,000
611,213‌
EPR
Properties
4.75%
12/15/26
6,569,000
6,561,837‌
4.5%
6/1/27
1,000,000
995,354‌
EquipmentShare.com,
Inc.
9%
5/15/28
(b)
5,000,000
5,288,400‌
Gartner,
Inc.
4.5%
7/1/28
(b)
1,200,000
1,188,360‌
Hercules
Capital,
Inc.
2.63%
9/16/26
1,500,000
1,450,871‌
Highwoods
Realty
LP
3.88%
3/1/27
7,000,000
6,874,316‌
Host
Hotels
&
Resorts
LP
5.7%
6/15/32
2,400,000
2,435,284‌
HPS
Corporate
Lending
Fund
5.45%
1/14/28
5,000,000
5,015,515‌
MasTec,
Inc.
4.5%
8/15/28
(b)
4,000,000
3,947,854‌
Mileage
Plus
Holdings
LLC/Mileage
Plus
Intellectual
Property
Assets
Ltd.
6.5%
6/20/27
(b)
3,279,150
3,285,502‌
Penske
Truck
Leasing
Co.
Lp
/
PTL
Finance
Corp.
5.35%
3/30/29
(b)
6,000,000
6,155,281‌
Rithm
Capital
Corp.
8%
4/1/29
(b)
4,860,000
4,913,786‌
Stagwell
Global
LLC
5.63%
8/15/29
(b)
1,945,000
1,862,463‌
Synchrony
Bank
5.4%
8/22/25
1,000,000
999,830‌
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
VICI
Properties
LP
4.63%
12/1/29
(b)
1,445,000
1,420,227‌
Vontier
Corp.
1.8%
4/1/26
1,004,000
982,486‌
a
Total
Corporate
Bonds
(Cost
$82,282,943)
83,720,752‌
Corporate
Convertible
Bonds
-
0.2%
a
a
a
a
a
Redwood
Trust,
Inc.
5.75%
10/1/25
(Cost
$3,000,000)
3,000,000
3,006,000‌
Asset-Backed
Securities
-
29.6%
a
a
a
a
a
Automobile
ACM
Auto
Trust
(ACMAT)
Series
2023-2A
Class
B
–9.85%
6/20/30
(b)
2,672,884
2,720,681‌
Series
2024-2A
Class
A
–6.06%
2/20/29
(b)
1,560,395
1,564,692‌
ARI
Fleet
Lease
Trust
(ARIFL)
Series
2023-B
Class
A2
–6.05%
7/15/32
(b)
1,517,193
1,529,609‌
Series
2024-A
Class
A2
–5.3%
11/15/32
(b)
770,867
774,463‌
Series
2024-B
Class
A2
–5.54%
4/15/33
(b)
1,162,955
1,170,446‌
Arivo
Acceptance
Auto
Loan
Receivables
Trust
(ARIVO)
Series
2022-1A
Class
A
–3.93%
5/15/28
(b)
290,516
290,003‌
Bayview
Opportunity
Master
Fund
VII
Trust
(BVABS)
Series
2024-CAR1
Class
A
–5.41%
12/26/31
Floating
Rate
(SOFR30A
+
110)
(b)
(c)
1,621,929
1,627,314‌
Series
2024-CAR1
Class
B
–5.61%
12/26/31
Floating
Rate
(SOFR30A
+
130)
(b)
(c)
946,125
949,745‌
Series
2024-CAR1F
Class
A
–6.97%
7/29/32
(b)
1,115,693
1,117,443‌
BOF
URSA
VI
Funding
Trust
I
(BVABS)
Series
2023-CAR1
Class
A2
–5.54%
10/27/31
(b)
163,811
164,553‌
Series
2023-CAR2
Class
A2
–5.54%
10/27/31
(b)
376,314
378,015‌
BOF
VII
AL
Funding
Trust
I
(BVABS)
Series
2023-CAR3
Class
A2
–6.29%
7/26/32
(b)
1,881,652
1,913,409‌
CFMT
LLC
(CFMT)
Series
2021-AL1
Class
B
–1.39%
9/22/31
(b)
378,934
374,539‌
Chesapeake
Funding
II
LLC
(CFII)
Series
2023-1A
Class
A1
–5.65%
5/15/35
(b)
1,003,058
1,008,264‌
Series
2023-2A
Class
A1
–6.16%
10/15/35
(b)
684,478
693,812‌
Series
S2-1A
Class
A1
–5.52%
5/15/36
(b)
1,905,482
1,925,362‌
Enterprise
Fleet
Financing
LLC
(EFF)
Series
2023-1
Class
A2
–5.51%
1/22/29
(b)
231,218
231,969‌
Series
2023-2
Class
A2
–5.56%
4/22/30
(b)
2,023,447
2,035,949‌
Series
2023-3
Class
A2
–6.4%
3/20/30
(b)
1,942,381
1,972,062‌
Series
2024-1
Class
A2
–5.23%
3/20/30
(b)
1,304,178
1,313,925‌
Series
2024-2
Class
A3
–5.61%
4/20/28
(b)
2,700,000
2,753,253‌
Series
2024-3
Class
A3
–4.98%
8/21/28
(b)
1,870,000
1,895,647‌
Series
2024-4
Class
A3
–4.56%
11/20/28
(b)
1,400,000
1,408,495‌
Exeter
Automobile
Receivables
Trust
(EART)
Series
2021-1A
Class
D
–1.08%
11/16/26
28,001
27,959‌
First
Help
Financial
Trust
(FHF)
Series
2022-1A
Class
A
–4.43%
1/18/28
(b)
573,400
573,193‌
Series
2022-2A
Class
A
–6.14%
12/15/27
(b)
150,764
151,504‌
Series
2023-1A
Class
A2
–6.57%
6/15/28
(b)
592,735
597,798‌
Series
2023-2A
Class
A2
–6.79%
10/15/29
(b)
767,217
778,303‌
Series
2024-2A
Class
A2
–5.89%
6/15/30
(b)
2,165,727
2,192,475‌
Series
2024-3A
Class
A2
–4.94%
11/15/30
(b)
3,316,438
3,327,379‌
Series
2025-1A
Class
A2
–4.92%
2/15/31
(b)
5,000,000
5,017,892‌
Huntington
Bank
Auto
Credit-Linked
Notes
(HACLN)
Series
2024-2
Class
B1
–5.44%
10/20/32
(b)
1,470,495
1,485,087‌
21
Short
Duration
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
Series
2025-1
Class
B
–4.96%
3/21/33
(b)
4,483,703
4,504,262‌
LAD
Auto
Receivables
Trust
(LADAR)
Series
2022-1A
Class
A
–5.21%
6/15/27
(b)
334,694
334,952‌
Series
2023-1A
Class
B
–5.59%
8/16/27
(b)
2,500,000
2,506,670‌
Series
2023-4A
Class
A3
–6.1%
12/15/27
(b)
2,218,426
2,228,291‌
Lendbuzz
Auto
Receivables
Trust
(LBZZ)
Series
2024-A
Class
A
–5.94%
5/15/31
(b)
4,467,351
4,494,175‌
Series
2025-A
Class
A
–5.5%
12/31/99
(b)
4,748,760
4,748,629‌
Lendbuzz
Securitization
Trust
(LBZZ)
Series
2023-1A
Class
A2
–6.92%
8/15/28
(b)
2,458,121
2,493,475‌
Series
2023-3A
Class
A2
–7.5%
12/15/28
(b)
3,980,308
4,066,524‌
Series
2024-1A
Class
A2
–6.19%
8/15/29
(b)
1,386,711
1,398,404‌
Series
2024-2A
Class
A2
–5.99%
5/15/29
(b)
3,948,948
3,983,262‌
Series
2024-3A
Class
A2
–4.97%
10/15/29
(b)
1,913,908
1,916,476‌
Lobel
Automobile
Receivables
Trust
(LOBEL)
Series
2023-2
Class
A
–7.59%
4/16/29
(b)
56,868
56,959‌
Merchants
Fleet
Funding
LLC
(MFF)
Series
2023-1A
Class
A
–7.21%
5/20/36
(b)
4,592,569
4,630,776‌
OneMain
Direct
Auto
Receivables
Trust
(ODART)
Series
2021-1A
Class
A
–0.87%
7/14/28
(b)
282,943
281,073‌
Series
2022-1A
Class
C
–1.42%
7/14/28
(b)
4,100,000
4,031,537‌
Research-Driven
Pagaya
Motor
Asset
Trust
(RPM)
Series
2023-3A
Class
A
–7.13%
1/26/32
(b)
2,345,882
2,354,635‌
Series
2023-4A
Class
A
–7.54%
3/25/32
(b)
2,672,016
2,691,873‌
SAFCO
Auto
Receivables
Trust
(SAFCO)
Series
2024-1A
Class
A
–6.51%
3/20/28
(b)
741,519
743,330‌
Series
2025-1A
Class
A
–5.46%
9/10/29
(b)
9,437,293
9,444,193‌
Tricolor
Auto
Securitization
Trust
(TAST)
Series
2024-3A
Class
A
–5.22%
6/15/28
(b)
919,487
920,926‌
United
Auto
Credit
Securitization
Trust
(UACST)
Series
2024-1
Class
B
–6.57%
6/10/27
(b)
4,311,546
4,321,154‌
Series
2025-1
Class
B
–5.05%
2/10/28
(b)
7,700,000
7,708,747‌
Wheels
Fleet
Lease
Funding
LLC
(WFLF)
Series
2023-2A
Class
A
–6.46%
8/18/38
(b)
3,983,872
4,039,134‌
Series
2024-1A
Class
A1
–5.49%
2/18/39
(b)
3,655,133
3,692,006‌
Series
2024-2A
Class
A1
–4.87%
6/21/39
(b)
6,089,345
6,125,793‌
a
127,682,496‌
a
Collateralized
Loan
Obligations
Audax
Senior
Debt
CLO
6
LLC
(AUDAX)
Series
2021-6A
Class
A1
–6.03%
10/20/33
Floating
Rate
(TSFR3M
+
176)
(b)
(c)
6,000,000
6,008,862‌
BlackRock
Elbert
CLO
V
LLC
(ELB)
Series
5A
Class
AR
–6.17%
6/15/34
Floating
Rate
(TSFR3M
+
185)
(b)
(c)
1,999,501
2,003,914‌
Cerberus
Loan
Funding
XLIII
LLC
(CERB)
Series
2023-4A
Class
A
–6.68%
10/15/35
Floating
Rate
(TSFR3M
+
243)
(b)
(c)
3,000,000
3,060,501‌
Cerberus
Loan
Funding
XXXII,
LP
(CERB)
Series
2021-2A
Class
A
–6.14%
4/22/33
Floating
Rate
(TSFR3M
+
188)
(a)
(b)
(c)
3,000,000
3,004,741‌
CIFC-LBC
Middle
Market
CLO
LLC
(CLBC)
Series
2023-1A
Class
A1
–6.87%
10/20/35
Floating
Rate
(TSFR3M
+
260)
(b)
(c)
5,000,000
5,025,229‌
Deerpath
Capital
CLO
Ltd.
(DPATH)
Series
2021-2A
Class
A1
–6.12%
1/15/34
Floating
Rate
(TSFR3M
+
186)
(a)
(b)
(c)
4,000,000
4,006,341‌
Fortress
Credit
Opportunities
IX
CLO
Ltd.
(FCO)
Series
2017-9A
Class
A1TR
–6.07%
10/15/33
Floating
Rate
(TSFR3M
+
181)
(a)
(b)
(c)
1,500,000
1,502,246‌
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
Fortress
Credit
Opportunities
XV
CLO
Ltd.
(FCO)
Series
2021-15A
Class
A2
–6.09%
4/25/33
Floating
Rate
(TSFR3M
+
181)
(a)
(b)
(c)
3,500,000
3,505,180‌
Golub
Capital
Partners
CLO
54M
LP
(GOCAP)
Series
2021-54A
Class
A2
–6.05%
8/5/33
Floating
Rate
(TSFR3M
+
179)
(a)
(b)
(c)
4,500,000
4,500,000‌
Series
2021-54A
Class
B
–6.37%
8/5/33
Floating
Rate
(TSFR3M
+
211)
(a)
(b)
(c)
2,500,000
2,500,000‌
Greensledge
Capital
Markets
(GCM)
Series
2025-1A
Class
A
–6.69%
6/20/36
Floating
Rate
(TSFR3M
+
240)
(b)
(c)
1,400,000
1,401,316‌
Guggenheim
Investments
Private
Debt
Fund
IV
Rated
Note
Feeder
LLC
(GCFRF)
Series
2025-1A
Class
A1
–7.05%
4/10/38
Floating
Rate
(TSFR3M
+
300)
(b)
(c)
1,840,000
1,843,301‌
Ivy
Hill
Middle
Market
Credit
Fund
IX
Ltd.
(IVYH)
Series
9A
Class
A1TR
–5.89%
4/23/34
Floating
Rate
(TSFR3M
+
162)
(a)
(b)
(c)
3,500,000
3,504,248‌
Maranon
Loan
Funding
Ltd.
(MRNON)
Series
2021-2RA
Class
A1R
–6.21%
7/15/33
Floating
Rate
(TSFR3M
+
195)
(a)
(b)
(c)
5,000,000
5,003,665‌
Series
2023-1A
Class
AR
7/15/37
Floating
Rate
(TSFR3M
+
165)
(a)
(b)
(c)
3,400,000
3,402,550‌
Monroe
Capital
Funding
CLO
X
Ltd.
(MCFCL)
Series
2023-1A
Class
A1R
–5.71%
4/15/37
Floating
Rate
(TSFR3M
+
145)
(a)
(b)
(c)
3,000,000
2,995,524‌
Monroe
Capital
MML
CLO
XII
Ltd.
(MCMML)
Series
2021-2A
Class
A1
–6.08%
9/14/33
Floating
Rate
(TSFR3M
+
176)
(a)
(b)
(c)
7,500,000
7,514,914‌
New
Mountain
Guardian
IV
Income
Rated
Feeder
II,
Ltd.
(NMRF)
Series
2024-1A
Class
A
–7.07%
4/5/37
Floating
Rate
(TSFR3M
+
275)
(a)
(b)
(c)
3,750,000
3,736,237‌
Silver
Point
SCF
CLO
V,
Ltd.
(SPCSL)
Series
2025-1A
Class
A1
–5.73%
4/20/38
Floating
Rate
(TSFR3M
+
150)
(a)
(b)
(c)
2,875,000
2,874,627‌
Starwood
Commercial
Mortgage
Trust
(STWD)
Series
2025-SIF5A
Class
A
–5.8%
4/15/37
Floating
Rate
(TSFR3M
+
155)
(b)
(c)
5,000,000
5,006,891‌
Starwood
Property
Mortgage
Trust
(STWD)
Series
2024-SIF3A
Class
A1
–6.23%
4/17/36
Floating
Rate
(TSFR3M
+
195)
(b)
(c)
5,000,000
5,014,073‌
a
77,414,360‌
a
Consumer
&
Specialty
Finance
ACHV
ABS
Trust
(ACHV)
Series
2025-1PL
Class
C
–5.31%
4/26/32
(b)
1,362,000
1,357,642‌
Aqua
Finance
Issuer
Trust
(AQFIT)
Series
2025-A
Class
A
–5.25%
12/19/50
(b)
6,509,727
6,555,533‌
Bankers
Healthcare
Group
Securitization
Trust
(BHG)
Series
2021-A
Class
A
–1.42%
11/17/33
(b)
131,757
129,508‌
Series
2022-B
Class
B
–4.84%
6/18/35
(b)
374,322
374,014‌
Series
2023-A
Class
A
–5.55%
4/17/36
(b)
977,109
978,857‌
Series
2023-B
Class
A
–6.92%
12/17/36
(b)
692,152
718,431‌
Series
2024-1A
Class
A
–5.81%
4/17/35
(b)
798,747
819,080‌
Finance
of
America
HECM
Buyout
(FAHB)
Series
2024-HB1
Class
A1A
–4%
10/1/34
(b)
(c)
3,120,120
3,100,865‌
Series
2024-HB1
Class
A1B
–4%
10/1/34
(b)
(c)
4,000,000
3,944,937‌
Foundation
Finance
Trust
(FFIN)
Series
2021-2A
Class
A
–2.19%
1/15/42
(b)
826,109
785,523‌
Series
2023-1A
Class
A
–5.67%
12/15/43
(b)
1,135,540
1,161,968‌
Series
2023-2A
Class
A
–6.53%
6/15/49
(b)
2,477,380
2,584,339‌
Series
2024-1A
Class
A
–5.5%
12/15/49
(b)
2,301,969
2,352,469‌
22
Short
Duration
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
Series
2024-2A
Class
A
–4.6%
3/15/50
(b)
1,267,856
1,262,762‌
Series
2025-1A
Class
A
–4.95%
4/15/50
(b)
5,491,683
5,528,957‌
Series
2025-2A
Class
A
–4.67%
4/15/52
(b)
2,340,000
2,339,523‌
Goodleap
Home
Improvement
Solutions
Trust
(GDLP)
Series
2024-1A
Class
A
–5.35%
10/20/46
(b)
1,990,085
2,014,787‌
Greensky
Home
Improvement
Issuer
Trust
(GSKY)
Series
2024-2
Class
A2
–5.25%
10/27/59
(b)
3,011,596
3,016,744‌
Series
2024-2
Class
A4
–5.15%
10/27/59
(b)
2,032,214
2,050,623‌
Series
2025-1A
Class
A4
–5.22%
3/25/60
(b)
779,733
787,556‌
GreenSky
Home
Improvement
Trust
(GSKY)
Series
2024-1
Class
A2
–5.88%
6/25/59
(b)
1,476,171
1,483,977‌
Hilton
Grand
Vacations
Trust
(HGVT)
Series
2020-AA
Class
A
–2.74%
2/25/39
(b)
94,469
92,136‌
Octane
Receivables
Trust
(OCTL)
Series
2022-2A
Class
A
–5.11%
2/22/28
(b)
58,307
58,320‌
Series
2023-1A
Class
A
–5.87%
5/21/29
(b)
184,040
184,454‌
Series
2023-2A
Class
A2
–5.88%
6/20/31
(b)
846,775
848,383‌
Series
2024-2A
Class
A2
–5.8%
7/20/32
(b)
4,323,328
4,363,416‌
Pagaya
AI
Debt
Grantor
Trust
(PAID)
Series
2024-11
Class
B
–5.64%
7/15/32
(b)
3,105,787
3,116,291‌
Series
2025-2
Class
A2
–4.96%
10/15/32
(b)
4,000,000
3,992,795‌
Pagaya
AI
Debt
Selection
Trust
(PAID)
Series
2021-HG1
Class
A
–1.22%
1/16/29
(b)
64,901
64,612‌
Series
2025-1
Class
B
–5.63%
7/15/32
(b)
2,999,744
3,017,149‌
Pagaya
AI
Debt
Trust
(PAID)
Series
2022-5
Class
A
–8.1%
6/17/30
(b)
151,128
151,651‌
Series
2024-1
Class
A
–6.66%
7/15/31
(b)
245,777
247,398‌
Series
2024-3
Class
B
–6.57%
10/15/31
(b)
3,517,276
3,545,989‌
Series
2024-8
Class
B
–5.46%
1/15/32
(b)
6,591,469
6,609,159‌
Pagaya
Point
of
Sale
Holdings
Grantor
Trust
(POSH)
Series
2025-1
Class
A
–5.72%
1/20/34
(b)
5,000,000
5,032,856‌
Reach
ABS
Trust
(REACH)
Series
2024-1A
Class
A
–6.3%
2/18/31
(b)
320,996
321,780‌
Series
2024-2A
Class
A
–5.88%
7/15/31
(b)
858,986
861,238‌
Series
2025-1A
Class
A
–4.96%
8/16/32
(b)
1,075,912
1,076,175‌
Series
2025-1A
Class
B
–5.34%
8/16/32
(b)
3,000,000
3,015,315‌
Theorem
Funding
Trust
(THRM)
Series
2022-3A
Class
A
–7.6%
4/15/29
(b)
158,349
158,707‌
Upstart
Securitization
Trust
(UPST)
Series
2023-2
Class
A
–6.77%
6/20/33
(b)
91,422
91,493‌
a
80,197,412‌
a
Data
Center
Compass
Datacenters
Issuer
III
LLC
(CMDC)
Series
2025-1A
Class
A2
–5.66%
2/25/50
(b)
1,500,000
1,517,709‌
Switch
ABS
Issuer,
LLC
(SWTCH)
Series
2025-1A
Class
A2
–5.04%
3/25/55
(b)
5,000,000
4,940,459‌
a
6,458,168‌
a
Equipment
Amur
Equipment
Finance
Receivables
XI
LLC
(AXIS)
Series
2022-2A
Class
A2
–5.3%
6/21/28
(b)
465,680
466,721‌
Amur
Equipment
Finance
Receivables
XII
LLC
(AXIS)
Series
2023-1A
Class
A2
–6.09%
12/20/29
(b)
1,576,149
1,591,918‌
Amur
Equipment
Finance
Receivables
XIII
LLC
(AXIS)
Series
2024-1A
Class
A2
–5.38%
1/21/31
(b)
1,216,489
1,227,465‌
Amur
Equipment
Finance
Receivables
XIV
LLC
(AXIS)
Series
2024-2A
Class
A2
–5.19%
7/21/31
(b)
2,841,885
2,869,070‌
Amur
Equipment
Finance
Receivables
XV
LLC
(AXIS)
Series
2025-1A
Class
A2
–4.7%
9/22/31
(b)
3,062,500
3,083,185‌
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
Auxilior
Term
Funding
LLC
(XCAP)
Series
2023-1A
Class
A2
–6.18%
12/15/28
(b)
1,885,761
1,901,513‌
Series
2024-1A
Class
A3
–5.49%
7/15/31
(b)
3,500,000
3,577,872‌
Crossroads
Asset
Trust
(XROAD)
Series
2024-A
Class
A2
–5.9%
8/20/30
(b)
1,142,730
1,157,106‌
Dell
Equipment
Finance
Trust
(DEFT)
Series
2023-3
Class
A3
–5.93%
4/23/29
(b)
3,205,858
3,224,216‌
Series
2024-1
Class
A3
–5.39%
3/22/30
(b)
1,830,000
1,846,633‌
Series
2024-2
Class
A3
–4.59%
8/22/30
(b)
900,000
906,123‌
Dext
ABS
LLC
(DEXT)
Series
2023-2
Class
A2
–6.56%
5/15/34
(b)
2,100,320
2,118,234‌
DLLMT
LLC
(DLLMT)
Series
2024-1A
Class
A3
–4.84%
8/21/28
(b)
3,520,000
3,550,853‌
DLLST
LLC
(DLLST)
Series
2024-1A
Class
A3
–5.05%
8/20/27
(b)
1,140,000
1,144,841‌
Granite
Park
Equipment
Leasing
LLC
(SCFGP)
Series
2023-1A
Class
A3
–6.46%
9/20/32
(b)
892,422
913,659‌
GreatAmerica
Leasing
Receivables
Funding
LLC
(GALC)
Series
2024-2
Class
A3
–5%
9/15/28
(b)
2,160,000
2,186,718‌
HPEFS
Equipment
Trust
(HPEFS)
Series
2024-2A
Class
A3
–5.36%
10/20/31
(b)
1,125,000
1,134,066‌
Kubota
Credit
Owner
Trust
(KCOT)
Series
2024-2A
Class
A3
–5.26%
11/15/28
(b)
2,060,000
2,097,689‌
M&T
Equipment
Notes
(MTLRF)
Series
2024-1
Class
A2
–4.99%
8/18/31
(b)
2,408,303
2,413,476‌
MMAF
Equipment
Finance
LLC
(MMAF)
Series
2022-B
Class
A3
–5.61%
7/10/28
(b)
935,437
936,269‌
Series
2023-A
Class
A2
–5.79%
11/13/26
(b)
622,829
624,702‌
NMEF
Funding
LLC
(NMEF)
Series
2025-A
Class
A2
–4.72%
7/15/32
(b)
3,800,000
3,803,713‌
OWN
Equipment
Fund
I
LLC
(EQS)
Series
2024-2M
Class
A
–5.7%
12/20/32
(b)
3,183,370
3,233,887‌
OWN
Equipment
Fund
II
LLC
(EQS)
Series
2025-1M
Class
A
–5.48%
9/26/33
(b)
1,700,000
1,712,374‌
SCF
Equipment
Leasing
LLC
(SCFET)
Series
2023-1A
Class
A3
–6.17%
5/20/32
(b)
3,499,387
3,540,704‌
a
51,263,007‌
a
Fiber
ALLO
Issuer
LLC
(ALLO)
Series
2024-1A
Class
A2
–5.94%
7/20/54
(b)
3,000,000
3,048,888‌
Series
2025-1A
Class
A2
–5.53%
4/20/55
(b)
3,500,000
3,553,737‌
Series
2025-1A
Class
B
–6.16%
4/20/55
(b)
5,000,000
5,161,291‌
Zayo
Issuer
LLC
(ZAYO)
Series
2025-1A
Class
A2
–5.65%
3/20/55
(b)
1,750,000
1,790,697‌
a
13,554,613‌
a
Other
Verizon
Master
Trust
(VZMT)
Series
2023-7
Class
A1A
–5.67%
11/20/29
3,000,000
3,061,695‌
a
Total
Asset-Backed
Securities
(Cost
$357,071,685)
359,631,751‌
23
Short
Duration
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
Commercial
Mortgage-Backed
Securities
-
8.8%
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
Acrec
LLC
(ACREC)
Series
2025-FL3
Class
A
–5.62%
8/18/42
Floating
Rate
(TSFR1M
+
131)
(b)
4,000,000
3,987,103‌
Arbor
Realty
Collateralized
Loan
Obligation,
Ltd.
(ARCLO)
Series
2025-BTR
Class
AS
–6.94%
1/20/41
Floating
Rate
(TSFR1M
+
264)
(b)
7,000,000
6,987,107‌
AREIT
LLC
(AREIT)
Series
2023-CRE8
Class
AS
–7.18%
8/17/41
Floating
Rate
(TSFR1M
+
287)
(a)
(b)
5,000,000
5,024,981‌
AREIT,
Ltd.
(AREIT)
Series
2024-CRE9
Class
AS
–6.55%
5/17/41
Floating
Rate
(TSFR1M
+
224)
(a)
(b)
5,000,000
5,018,369‌
Series
2025-CRE10
Class
A
–5.7%
12/17/29
Floating
Rate
(TSFR1M
+
139)
(a)
(b)
5,000,000
4,992,119‌
BRSP
Ltd.
(BRSP)
Series
2021-FL1
Class
A
–5.58%
8/19/38
Floating
Rate
(TSFR1M
+
126)
(a)
(b)
949,367
946,959‌
Series
2024-FL2
Class
A
–6.26%
8/19/37
Floating
Rate
(TSFR1M
+
195)
(a)
(b)
5,000,000
5,005,714‌
BX
Trust
(BX)
Series
2025-ROIC
Class
A
–5.46%
3/15/30
Floating
Rate
(TSFR1M
+
114)
(b)
6,000,000
5,970,405‌
Dwight
Issuer
LLC
(DWIGHT)
Series
2025-FL1
Class
A
–5.96%
9/18/42
Floating
Rate
(TSFR1M
+
166)
(b)
7,500,000
7,491,218‌
GPMT
Ltd.
(GPMT)
Series
2021-FL3
Class
A
–5.93%
7/16/35
Floating
Rate
(TSFR1M
+
161)
(a)
(b)
1,498,282
1,472,044‌
HERA
Commercial
Mortgage
Ltd.
(HERA)
Series
2021-FL1
Class
A
–5.48%
2/18/38
Floating
Rate
(TSFR1M
+
116)
(a)
(b)
694,924
695,306‌
HGI
CRE
CLO
Ltd.
(HGI)
Series
2021-FL1
Class
A4
–5.48%
6/16/36
Floating
Rate
(TSFR1M
+
116)
(a)
(b)
668,087
668,161‌
Series
2021-FL1
Class
AS
–5.83%
6/16/36
Floating
Rate
(TSFR1M
+
151)
(a)
(b)
4,000,000
3,998,815‌
Series
2021-FL2
Class
A4
–5.43%
9/17/36
Floating
Rate
(TSFR1M
+
111)
(a)
(b)
2,517,093
2,514,838‌
Series
2021-FL2
Class
B
–5.93%
9/17/36
Floating
Rate
(TSFR1M
+
161)
(a)
(b)
4,000,000
3,982,579‌
Hilton
USA
Trust
(HILT)
Series
2016-SFP
Class
E
–5.52%
11/5/35
(b)
(d)
4,300,000
179,200‌
ILPT
Commercial
Mortgage
Trust
(ILPT)
Series
2022-LPF2
Class
A
–6.56%
10/15/39
Floating
Rate
(TSFR1M
+
225)
(b)
1,000,000
1,000,431‌
KREF
Ltd.
(KREF)
Series
2021-FL2
Class
A4
–5.5%
2/15/39
Floating
Rate
(TSFR1M
+
118)
(a)
(b)
2,197,196
2,194,020‌
LoanCore
Issuer
LLC
(LNCR)
Series
2025-CRE8
Class
A
–5.7%
8/17/42
Floating
Rate
(TSFR1M
+
139)
(b)
2,500,000
2,493,672‌
LoanCore
Issuer
Ltd.
(LNCR)
Series
2021-CRE5
Class
A
–5.73%
7/15/36
Floating
Rate
(TSFR1M
+
141)
(a)
(b)
1,889,566
1,890,130‌
Series
2021-CRE5
Class
C
–6.78%
7/15/36
Floating
Rate
(TSFR1M
+
246)
(a)
(b)
1,500,000
1,496,124‌
PFP
Ltd.
(PFP)
Series
2024-11
Class
A
–6.14%
9/17/39
Floating
Rate
(TSFR1M
+
183)
(a)
(b)
3,349,118
3,359,989‌
Series
2024-11
Class
AS
–6.5%
9/17/39
Floating
Rate
(TSFR1M
+
219)
(a)
(b)
4,725,652
4,744,072‌
Series
2025-12
Class
A
–5.81%
12/18/42
Floating
Rate
(TSFR1M
+
149)
(a)
(b)
5,000,000
5,006,258‌
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
SKY
Trust
(SKY)
Series
2025-LINE
Class
A
–6.9%
4/15/42
Floating
Rate
(TSFR1M
+
259)
(b)
4,982,456
4,982,706‌
STWD
Ltd.
(STWD)
Series
2022-FL3
Class
A
–5.65%
11/15/38
Floating
Rate
(SOFR30A
+
135)
(a)
(b)
4,882,339
4,879,515‌
SWCH
Commercial
Mortgage
Trust
(SWCH)
Series
2025-DATA
Class
A
–5.75%
2/15/42
Floating
Rate
(TSFR1M
+
144)
(b)
7,500,000
7,456,901‌
TPG
Real
Estate
Finance
(TRTX)
Series
2025-FL6
Class
A
–5.85%
9/18/42
Floating
Rate
(TSFR1M
+
154)
(a)
(b)
4,000,000
4,005,219‌
TRTX
Issuer,
Ltd.
(TRTX)
Series
2021-FL4
Class
C
–6.83%
3/15/38
Floating
Rate
(TSFR1M
+
251)
(a)
(b)
5,000,000
4,977,846‌
a
Total
Commercial
Mortgage-Backed
Securities
(Cost
$111,315,730)
107,421,801‌
Mortgage-Backed
Securities
-
33.4%
a
a
a
a
a
Federal
Home
Loan
Mortgage
Corporation
Collateralized
Mortgage
Obligations
Series
4107
Class
LW
–1.75%
8/15/27
2,548,715
2,491,055‌
Series
4281
Class
AG
–2.5%
12/15/28
24
24‌
Series
3003
Class
LD
–5%
12/15/34
282,515
288,949‌
Series
2952
Class
PA
–5%
2/15/35
70,333
69,877‌
Series
5486
Class
VB
–5%
5/25/35
4,821,686
4,884,197‌
Series
3620
Class
PA
–4.5%
12/15/39
171,918
171,828‌
Series
3842
Class
PH
–4%
4/15/41
278,173
275,995‌
Series
5436
Class
AB
–5.5%
4/25/49
6,751,935
6,804,208‌
Series
550
Class
MJ
–5.5%
5/25/49
9,074,087
9,189,687‌
Series
5444
Class
BC
–5.5%
7/25/49
5,019,097
5,051,972‌
Series
5501
Class
NA
–5.5%
7/25/49
8,955,248
9,074,156‌
Series
5501
Class
NE
–5.5%
7/25/49
4,477,624
4,537,078‌
Series
5440
Class
B
–5.5%
9/25/49
3,776,099
3,845,341‌
Series
5444
Class
AB
–5.5%
9/25/49
5,048,709
5,065,772‌
Series
5413
Class
JA
–5.5%
1/25/50
4,050,495
4,136,008‌
Series
5490
Class
LC
–5.5%
8/25/50
4,364,482
4,422,375‌
Series
5407
Class
AB
–5.5%
11/25/50
3,393,914
3,473,011‌
Series
5301
Class
ED
–5%
4/25/53
6,482,317
6,548,040‌
a
Pass-Through
Securities
Pool#
J13949
3.5%
12/1/25
34,810
34,623‌
Pool#
E02804
3%
12/1/25
37,856
37,655‌
Pool#
J14649
3.5%
4/1/26
43,796
43,533‌
Pool#
E02948
3.5%
7/1/26
238,437
236,714‌
Pool#
J16663
3.5%
9/1/26
278,052
275,940‌
Pool#
E03033
3%
2/1/27
181,909
180,038‌
Pool#
ZS8692
2.5%
4/1/33
450,856
432,170‌
Pool#
G01818
5%
5/1/35
344,401
349,705‌
Pool#
SB8257
5.5%
9/1/38
4,809,841
4,904,478‌
Pool#
SB8278
5.5%
1/1/39
3,145,099
3,207,006‌
Pool#
SB8287
5%
3/1/39
5,375,841
5,422,346‌
Pool#
SB8293
5%
4/1/39
5,078,932
5,122,873‌
Series
5440
Class
NG
–5.5%
9/25/49
3,175,675
3,189,293‌
Series
5407
Class
DA
–5.5%
11/25/49
3,690,427
3,768,874‌
Series
5450
Class
KA
–4.5%
6/25/51
15,674,173
15,704,530‌
113,239,351‌
24
Short
Duration
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
a
Federal
National
Mortgage
Association
Collateralized
Mortgage
Obligations
Series
2024-87
Class
VK
–5%
6/25/35
5,753,008
5,843,464‌
Series
2023-12
Class
GB
–6%
6/25/45
2,837,714
2,894,633‌
Series
2024-20
Class
HD
–5.5%
3/25/46
3,647,678
3,697,425‌
Series
2024-21
Class
DA
–5.5%
12/25/46
4,463,312
4,486,276‌
Series
2024-20
Class
CA
–5.5%
1/25/47
1,979,912
1,989,592‌
Series
2024-41
Class
GA
–5.5%
2/25/48
4,217,698
4,255,039‌
Series
2024-9
Class
CE
–5%
10/25/48
2,844,003
2,882,681‌
Series
2024-97
Class
BA
–5.5%
4/25/49
9,219,009
9,389,975‌
Series
2024-20
Class
EA
–5.5%
8/25/49
2,683,378
2,715,693‌
Series
2024-65
Class
BA
–5%
8/25/49
14,412,981
14,448,768‌
Series
2024-61
Class
CA
–5%
11/25/49
11,134,153
11,206,272‌
Series
2025-9
Class
EA
–5.5%
4/25/50
8,428,331
8,541,347‌
a
Pass-Through
Securities
Pool#
310139
3.5%
11/1/25
39,323
39,139‌
Pool#
AB1769
3%
11/1/25
17,968
17,876‌
Pool#
AH3429
3.5%
1/1/26
127,410
126,706‌
Pool#
AB2251
3%
2/1/26
39,592
39,314‌
Pool#
AB3902
3%
11/1/26
75,178
74,357‌
Pool#
AB4482
3%
2/1/27
480,229
474,525‌
Pool#
AL1366
2.5%
2/1/27
169,962
167,436‌
Pool#
AB6291
3%
9/1/27
124,288
122,609‌
Pool#
MA3189
2.5%
11/1/27
199,491
195,575‌
Pool#
MA3791
2.5%
9/1/29
660,004
641,206‌
Pool#
BM5708
3%
12/1/29
367,227
361,633‌
Pool#
MA0587
4%
12/1/30
736,840
732,043‌
Pool#
BA4767
2.5%
1/1/31
371,397
357,953‌
Pool#
AS7701
2.5%
8/1/31
1,282,109
1,234,406‌
Pool#
555531
5.5%
6/1/33
669,159
685,206‌
Pool#
MA3540
3.5%
12/1/33
472,813
465,502‌
Pool#
725232
5%
3/1/34
62,927
63,692‌
Pool#
995112
5.5%
7/1/36
322,661
332,378‌
Pool#
MA5311
5%
3/1/39
4,340,346
4,377,897‌
82,860,618‌
a
Government
National
Mortgage
Association
Collateralized
Mortgage
Obligations
Series
2024-197
Class
PJ
–6.5%
2/20/53
5,829,066
5,945,825‌
a
Pass-Through
Securities
Pool#
5255
3%
12/20/26
331,108
327,747‌
6,273,572‌
a
Non-Government
Agency
Collateralized
Mortgage
Obligations
A&D
Mortgage
Trust
(ADMT)
Series
2024-NQM3
Class
A1
–6.45%
7/25/69
(b)
(c)
3,338,370
3,373,747‌
Series
2025-NQM2
Class
A1
–5.79%
6/25/70
(b)
(c)
2,957,370
2,977,000‌
Angel
Oak
Mortgage
Trust
(AOMT)
Series
2025-1
Class
A1
–5.69%
1/25/70
(b)
(c)
3,850,994
3,867,903‌
Series
2025-2
Class
A1
–5.64%
2/25/70
(b)
(c)
2,796,972
2,806,879‌
Series
2025-3
Class
A1
–5.42%
3/25/70
(b)
(c)
4,766,182
4,768,175‌
Series
2025-5
Class
A1
–5.57%
4/25/70
(b)
(c)
3,646,373
3,660,388‌
Bunker
Hill
Loan
Depositary
Trust
(BHLD)
Series
2019-3A
Class
A1
–2.72%
11/25/59
(b)
(c)
210,084
207,604‌
Chase
Home
Lending
Mortgage
Trust
(CHASE)
Series
2024-1
Class
A4A
–6%
1/25/55
(b)
(c)
3,460,615
3,499,256‌
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
Series
2024-2
Class
A4A
–6%
2/25/55
(b)
(c)
3,721,611
3,760,231‌
Series
2024-4
Class
A4
–6%
3/25/55
(b)
(c)
3,084,233
3,128,875‌
Series
2024-9
Class
A6
–5.5%
9/25/55
(b)
(c)
1,647,702
1,648,579‌
Citigroup
Mortgage
Loan
Trust
(CMLTI)
Series
2014-A
Class
A
–4%
1/25/35
(b)
(c)
243,017
237,067‌
Cross
Mortgage
Trust
(CROSS)
Series
2025-H1
Class
A1
–5.74%
2/25/70
(b)
(c)
6,618,341
6,654,787‌
Series
2025-H2
Class
A1
–5.36%
3/25/70
(b)
(c)
1,924,333
1,925,873‌
Series
2025-H4
Class
A1
–5.6%
6/25/70
(b)
(c)
2,046,180
2,062,160‌
Finance
of
America
Structured
Securities
Trust
(FASST)
Series
2022-S3
Class
A1
–2%
6/25/52
(b)
(c)
5,365,143
5,367,868‌
Series
2024-S1
Class
A1
–3.5%
2/25/74
(b)
(c)
4,512,600
4,378,791‌
Series
2025-S1
Class
A1
–3.5%
2/25/75
(b)
2,942,653
2,822,432‌
Flagstar
Mortgage
Trust
(FSMT)
Series
2017-1
Class
2A2
–3%
3/25/47
(b)
(c)
287,925
268,819‌
Series
2021-7
Class
B
–2.5%
8/25/51
(b)
(c)
4,373,198
3,887,019‌
Series
2021-10IN
Class
A6
–2.5%
10/25/51
(b)
(c)
3,892,217
3,491,557‌
GCAT
Trust
(GCAT)
Series
2025-NQM1
Class
A1
–5.37%
11/25/69
(b)
(c)
4,863,103
4,873,755‌
GS
Mortgage-Backed
Securities
Trust
(GSMBS)
Series
2021-PJ9
Class
A8
–2.5%
2/26/52
(b)
(c)
2,749,729
2,439,890‌
Series
2022-PJ1
Class
AB
–2.5%
5/28/52
(b)
(c)
3,362,162
2,967,867‌
Series
2022-PJ2
Class
A24
–3%
6/25/52
(b)
(c)
2,113,425
1,913,119‌
Series
2024-PJ5
Class
A15
–6%
9/25/54
(b)
(c)
2,988,938
3,010,487‌
Series
2024-PJ8
Class
A8
–5.5%
2/25/55
(b)
(c)
4,101,131
4,093,402‌
Series
2025-PJ3
Class
A8
–5.5%
7/25/55
(b)
(c)
4,801,929
4,811,914‌
Series
2020-NQM1
Class
A1
–1.38%
9/27/60
(b)
(c)
246,574
233,494‌
Series
2025-NQM2
Class
B
–5.65%
6/25/65
(b)
(c)
7,068,000
7,096,052‌
Homes
Trust
(HOMES)
Series
2025-NQM1
Class
A1
–5.55%
1/25/70
(b)
(c)
3,383,418
3,397,813‌
Series
2025-NQM2
Class
A1
–5.42%
2/25/70
(b)
(c)
2,942,489
2,949,736‌
Series
2025-NQM3
Class
A1
–5.63%
2/25/70
(b)
(c)
4,952,217
4,991,503‌
JPMorgan
Mortgage
Trust
(JPMMT)
Series
2014-2
Class
2A2
–3.5%
6/25/29
(b)
(c)
125,421
124,090‌
Series
2014-5
Class
B
–2.62%
10/25/29
(b)
(c)
542,007
530,932‌
Series
2016-3
Class
A
–2.94%
10/25/46
(b)
(c)
655,382
616,757‌
Series
2017-3
Class
A
–2.5%
8/25/47
(b)
(c)
1,612,064
1,419,602‌
Series
2018-6
Class
2A2
–3%
12/25/48
(b)
(c)
157,677
150,915‌
Series
2020-7
Class
A
–3%
1/25/51
(b)
(c)
8,354
8,320‌
Series
2020-8
Class
A
–3%
3/25/51
(b)
(c)
87,711
86,119‌
Series
2021-4
Class
A4
–2.5%
8/25/51
(b)
(c)
1,732,049
1,560,441‌
Series
2021-6
Class
B
–2.5%
10/25/51
(b)
(c)
3,932,273
3,526,700‌
Series
2021-8
Class
B
–2.5%
12/25/51
(b)
(c)
1,284,750
1,145,971‌
Series
2022-2
Class
A4A
–2.5%
8/25/52
(b)
(c)
1,555,238
1,376,050‌
Series
2023-6
Class
A4A
–5.5%
12/26/53
(b)
(c)
2,066,449
2,070,573‌
Series
2024-2
Class
A6A
–6%
8/25/54
(b)
(c)
1,098,708
1,096,755‌
Series
2024-4
Class
A4A
–6%
10/25/54
(b)
(c)
2,237,577
2,257,186‌
Series
2024-10
Class
A6
–5.5%
3/25/55
(b)
(c)
2,700,557
2,699,300‌
Series
2024-11
Class
A6A
–5.5%
4/25/55
(b)
(c)
4,318,951
4,320,133‌
Series
2025-3
Class
A1B
–5.56%
9/25/55
(b)
(c)
2,833,062
2,847,050‌
Series
2025-NQM1
Class
A1
–5.59%
6/25/65
(b)
(c)
5,738,015
5,763,146‌
Series
2025-NQM2
Class
A1
–5.57%
9/25/65
(b)
(c)
982,789
987,057‌
Morgan
Stanley
Residential
Mortgage
Loan
Trust
(MSRM)
Series
2025-NQM3
Class
A1
–5.53%
5/25/70
(b)
(c)
1,375,331
1,382,141‌
Series
2025-NQM4
Class
A1
–5.59%
6/25/70
(b)
(c)
3,000,000
3,017,168‌
New
Residential
Mortgage
Loan
Trust
(NRZT)
Series
2025-NQM2
Class
A1
–5.57%
4/25/65
(b)
(c)
1,433,407
1,442,995‌
Series
2025-NQM3
Class
A1
–5.53%
5/25/65
(b)
(c)
5,000,000
5,033,525‌
Onslow
Bay
Financial
LLC
(OBX)
Series
2025-NQM3
Class
A1
–5.65%
12/1/64
(b)
(c)
2,392,009
2,406,721‌
Series
2025-NQM1
Class
A1
–5.55%
12/25/64
(b)
(c)
2,756,905
2,768,674‌
Series
2025-NQM6
Class
A1
–5.6%
3/25/65
(b)
(c)
7,609,078
7,644,938‌
25
Short
Duration
Income
Fund
(Continued)
Schedule
of
Investments
June
30,
2025
(Unaudited)
a
a
a
$
Principal
Amount
$
Value
a
a
a
a
a
Series
2025-NQM6
Class
A2
–5.76%
3/25/65
(b)
(c)
3,804,539
3,822,373‌
Radian
Mortgage
Capital
Trust
(RMCT)
Series
2024-J2
Class
A8
–5.5%
3/25/55
(b)
(c)
2,641,508
2,637,790‌
Rate
Mortgage
Trust
(RATE)
Series
2021-J3
Class
A7
–2.5%
10/25/51
(b)
(c)
3,698,771
3,267,373‌
RCKT
Mortgage
Trust
(RCKT)
Series
2021-3
Class
A5
–2.5%
7/25/51
(b)
(c)
4,492,332
4,014,052‌
Sequoia
Mortgage
Trust
(SEMT)
Series
2019-CH2
Class
A
–4.5%
8/25/49
(b)
(c)
33,967
33,774‌
Series
2020-3
Class
A
–3%
4/25/50
(b)
(c)
134,779
132,511‌
Series
2023-3
Class
A4
–6%
9/25/53
(b)
(c)
2,439,416
2,466,161‌
Series
2024-3
Class
A4
–6%
4/25/54
(b)
(c)
3,058,036
3,086,891‌
Series
2024-4
Class
A4
–6%
5/25/54
(b)
(c)
2,517,852
2,541,807‌
Series
2024-5
Class
A5
–6%
6/25/54
(b)
(c)
1,947,533
1,964,696‌
Series
2024-10
Class
A5
–5.5%
11/25/54
(b)
(c)
2,726,139
2,734,169‌
Series
2025-6
Class
A11
–5.5%
7/25/55
(b)
(c)
8,864,000
8,919,117‌
Verus
Securitization
Trust
(VERUS)
Series
2025-1
Class
A1
–5.62%
1/25/70
(b)
(c)
2,045,646
2,054,668‌
Series
2025-4
Class
A1
–5.45%
5/25/70
(b)
(c)
1,484,603
1,498,235‌
Series
2025-5
Class
A1
–5.43%
6/25/70
(b)
(c)
1,153,000
1,159,232‌
204,190,150‌
a
Total
Mortgage-Backed
Securities
(Cost
$407,398,886)
406,563,691‌
U.S.
Treasuries
-
19.2%
a
a
a
a
a
U.S.
Treasury
Notes
0.25%
8/31/25
7,000,000
6,951,204‌
3.5%
9/15/25
7,000,000
6,992,706‌
4.25%
10/15/25
12,000,000
11,997,467‌
4%
2/15/26
12,000,000
11,985,615‌
4.63%
3/15/26
10,000,000
10,035,947‌
4.88%
4/30/26
20,000,000
20,126,630‌
4.5%
7/15/26
22,000,000
22,118,028‌
1.88%
7/31/26
15,000,000
14,669,531‌
4.63%
9/15/26
12,000,000
12,098,906‌
1.63%
10/31/26
17,000,000
16,507,930‌
2.25%
2/15/27
2,000,000
1,951,562‌
1.13%
2/28/27
10,000,000
9,573,047‌
1.13%
2/29/28
16,000,000
14,964,375‌
4.38%
8/31/28
15,000,000
15,299,414‌
4.63%
9/30/28
4,000,000
4,111,719‌
4%
1/31/29
8,000,000
8,074,062‌
4%
2/28/30
4,000,000
4,039,844‌
4.13%
8/31/30
8,000,000
8,117,188‌
4.63%
9/30/30
15,000,000
15,567,188‌
4.13%
7/31/31
11,000,000
11,128,906‌
4.13%
10/31/31
7,000,000
7,074,648‌
a
Total
U.S.
Treasuries
(Cost
$233,523,077)
233,385,917‌
Cash
Equivalents
-
1.5%
a
a
Shares
$
Value
a
a
a
a
JPMorgan
U.S.
Government
Money
Market
Fund
-
Institutional
Class
4.17%
(Cost
$18,293,680)
(e)
18,293,680
18,293,680‌
a
Total
Investments
in
Securities
-
99.6%
(Cost
$1,212,886,001)
1,212,023,592‌
Other
Assets
Less
Other
Liabilities
-  0.4%
4,681,593‌
Net
Assets
-
100%
1,216,705,185‌
(a)
Foreign
domiciled
entity.
(b)
Security
is
exempt
from
registration
under
Rule
144A
of
the
Securities
Act
of
1933.
This
security
may
be
resold
in
transactions
that
are
exempt
from
registration,
normally
to
qualified
institutional
buyers.
As
of
June
30,
2025,
the
total
value
of
such
securities
was
$715,353,614
or
58.79%
of
net
assets.
(c)
The
interest
rate
resets
periodically
based
on
the
weighted
average
coupons
of
the
underlying
mortgage-related
or
asset-backed
obligations.
(d)
Defaulted
bond.
(e)
Rate
presented
represents
the
7
day
average
yield
at
June
30,
2025.
26
Ultra
Short
Government
Fund
Schedule
of
Investments
June
30,
2025
(Unaudited)
Asset-Backed
Securities
-
0.0%
a
a
$
Principal
Amount
$
Value
a
a
a
a
Automobile
CFMT
LLC
(CFMT)
Series
2021-AL1
Class
B
–1.39%
9/22/31
(a)
27,067
26,753‌
LAD
Auto
Receivables
Trust
(LADAR)
Series
2022-1A
Class
A
–5.21%
6/15/27
(a)
16,735
16,748‌
43,501‌
a
Total
Asset-Backed
Securities
(Cost
$43,785)
43,501‌
U.S.
Treasuries
-
14.7%
a
a
a
a
a
U.S.
Treasury
Note
4.25%
12/31/25
20,000,000
20,001,169‌
Cash
Equivalents
-
92.5%
a
a
a
a
U.S.
Treasury
Bills,
0.00%
to
4.29%,
7/1/25
to
12/26/25
(b)
121,000,000
119,920,677‌
JPMorgan
U.S.
Government
Money
Market
Fund
-
Institutional
Class
4.17%
(c)
5,629,493
5,629,493‌
a
Total
Cash
Equivalents
(Cost
$125,556,864)
125,550,170‌
Total
Investments
in
Securities
-
107.2%
(Cost
$145,602,930)
145,594,840‌
Other
Liabilities
in
Excess
of
Other
Assets
-  (7.2%)
(9,808,402‌)
Net
Assets
-
100%
135,786,438‌
(a)
Security
is
exempt
from
registration
under
Rule
144A
of
the
Securities
Act
of
1933.
This
security
may
be
resold
in
transactions
that
are
exempt
from
registration,
normally
to
qualified
institutional
buyers.
As
of
June
30,
2025,
the
total
value
of
such
securities
was
$43,501
or
0.03%
of
net
assets.
(b)
Interest
rates
presented
represent
the
effective
yield
at
June
30,
2025.
(c)
Rate
presented
represents
the
7
day
average
yield
at
June
30,
2025.
27
NOTES
TO
SCHEDULES
OF
INVESTMENTS
June
30,
2025
(Unaudited)
(1)
Disclaimer
The
schedule
of
portfolio
holdings
are
unaudited
and
are
presented
for
informational
purposes
only.
Portfolio
composition
is
subject
to
change
at
any
time
and
references
to
specific
securities,
industries,
and
sectors
are
not
recommendations
to
purchase
or
sell
any
particular
security.
Current
and
future
portfolio
holdings
are
subject
to
risk.
(2)
Affiliated
Issuers
Affiliated
issuers,
as
defined
under
the
Investment
Company
Act
of
1940,
are
those
in
which
a
Fund's
holdings
of
an
issuer
represent
5%
or
more
of
the
outstanding
voting
securities
of
the
issuer.
A
summary
of
each
Fund's
holdings
in
the
securities
of
such
issuers
is
set
forth
below:
(3)
Illiquid
Restricted
Securities
A
restricted
security
is
a
security
which
has
been
purchased
through
a
private
offering
and
cannot
be
resold
to
the
general
public
without
prior
registration
under
the
Securities
Act
of
1933
(the
“1933
Act”)
or
pursuant
to
the
resale
limitations
provided
by
Rule
144A
under
the
1933
Act,
or
an
exemption
from
the
registration
requirements
of
the
1933
Act.
The
Adviser
preliminarily
identifies
illiquid
investments
based
on,
among
other
things,
the
trading
characteristics
and
market
depth
of
a
particular
investment.
Not
all
restricted
securities
are
considered
illiquid.
The
illiquid
restricted
securities
held
as
of
June
30,
2025,
are
as
follows
(in
U.S.
dollars):
(4)
Additional
Information
The
Funds’
annual
and
semi-annual
financial
statements
contain
further
information,
including
the
Funds’
significant
accounting
policies,
pricing
and
fair
valuation
information
and
risks.
These
financial
statements
are
available
on
the
Funds’
website
at
weitzinvestments.com.
Partners
Ill
Opportunity
Fund
Value
3/31/202
5
Purchases
at
Cost
Proceeds
from
Sales
Net
Realized
Gain(Loss)
Net
Change
in
Unrealized
Appreciation/Depreciation
Value
6/30
/202
5
Shares
as
of
6/30
/202
5
Dividend
Income
Capital
Gains
Distributions
CoreCard
Corp.
$
9
,
635
,
6
50
$—
$—
$—
$
5,283,90
0
$
14,919,55
0
515,000
$
$—
Fund
Security
Acquisition
Date
(a)
Acquisition
Cost
Principal
Amount
Value
Percentage
of
Net
Assets(%)
Core
Plus
Income
Brightwood
Capital
Offshore
Fund
V
U
Rn
LLC
1/24/25
9,200,000
9,200,000
9,491,640
0.3
Core
Plus
Income
Greensledge
Capital
Markets
(GCM)
Series
2025-1A
Class
A
6/6/25
4,000,000
4,000,000
4,003,760
0.1
Core
Plus
Income
Guggenheim
Investments
Private
Debt
Fund
IV
Rated,
Series
2025-1A
Class
A1
3/19/25
9,160,000
9,160,000
9,176,433
0.3
Core
Plus
Income
New
Mountain
Guardian
IV
Income
Rated
Feeder
II,
Ltd.,
Series
2024-1A
Class
B
3/28/24
3,573,750
3,573,750
3,554,546
0.1
Core
Plus
Income
New
Mountain
Guardian
IV
Income
Rated
Feeder
II,
Ltd.,
Series
2024-1A
Class
C
3/28/24
2,868,750
2,868,750
2,846,601
0.1
Core
Plus
Income
New
Mountain
Guardian
IV
Income
Rated
Feeder
II,
Ltd.,
Series
2024-1A
Class
D
3/28/24
2,250,000
2,250,000
2,233,954
0.1
Short
Duration
Income
Brightwood
Capital
Offshore
Fund
V
U
Rn
LLC
1/24/25
3,000,000
3,000,000
3,095,100
0.3
Short
Duration
Income
Greensledge
Capital
Markets
(GCM)
Series
2025-1A
Class
A
6/6/25
1,400,000
1,400,000
1,401,316
0.1
Short
Duration
Income
Guggenheim
Investments
Private
Debt
Fund
IV
Rated,
Series
2025-1A
Class
A1
3/19/25
1,840,000
1,840,000
1,843,301
0.2
Short
Duration
Income
New
Mountain
Guardian
IV
Income
Rated
Feeder
II,
Ltd.,
Series
2024-1A
Class
A
3/28/24
3,750,000
3,750,000
3,736,237
0.3
(a)
Acquisition
date
represents
the
initial
purchase
date
of
the
security.