Consolidated Schedule of Investments (Parenthetical)
|
Dec. 31, 2025 |
Dec. 31, 2024 |
| Percentage of Investments |
|
102.90%
|
106.50%
|
| Net assets percentage of net assets |
|
100.00%
|
100.00%
|
| Percentage of unrealized depreciation on unfunded commitments |
|
(0.10%)
|
(0.20%)
|
| Percentage of liabilities in excess of other assets |
|
(2.80%)
|
(6.30%)
|
| First American Government Obligation Fund Yield Class X |
|
|
|
| Percentage of yield on investment |
|
3.68%
|
4.39%
|
| Percentage of Investments |
|
2.10%
|
|
| Investment, Identifier [Axis]: DEBT Investment, Automobile Components, Fenix Intermediate LLC, Acquisition Date - 03/28/24, Investment - Delayed Draw Term Loan B-1 - 10.83% (SOFR + 6.50%, 1.75% Floor), Net Assets – 0.2%, Maturity Date - 03/28/29 |
|
|
|
| Percentage of Investments |
[1] |
|
0.20%
|
| Investment, Identifier [Axis]: DEBT Investment, Automobile Components, Fenix Intermediate LLC, Acquisition Date - 03/28/24, Investment - Term Loan B - 10.83% (SOFR + 6.50%, 1.75% Floor), Net Assets - 4.0%, Maturity Date - 03/28/29 |
|
|
|
| Percentage of Investments |
[1] |
|
4.00%
|
| Investment, Identifier [Axis]: DEBT Investment, Automobile Components, Superior Industries International, Inc., Acquisition Date - 08/14/24, Investment Term Loan - 11.88% (SOFR + 7.50%, 2.50% Floor), Net Assets – 2.3%, Maturity Date - 12/15/28 |
|
|
|
| Percentage of Investments |
[1] |
|
2.30%
|
| Investment, Identifier [Axis]: Debt Investment, Automobile Components, Fenix Intermediate LLC, Acquisition Date - 03/28/24, Investment - Delayed Draw Term Loan B-1 - 10.43% (SOFR + 6.75%, 1.75% Floor), Net Assets – 0.2%, Maturity Date - 03/28/29 |
|
|
|
| Percentage of Investments |
[2] |
0.20%
|
|
| Investment, Identifier [Axis]: Debt Investment, Automobile Components, Fenix Intermediate LLC, Acquisition Date - 03/28/24, Investment - Term Loan B - 10.43% (SOFR + 6.75%, 1.75% Floor), Net Assets - 2.8%, Maturity Date - 03/28/29 |
|
|
|
| Percentage of Investments |
[2] |
2.80%
|
|
| Investment, Identifier [Axis]: Debt Investment, Automobile Components, Superior Industries International, Inc. , Acquisition Date - 12/08/25, Investment - Take Back Term Loan - 13.78% inc PIK (SOFR + 10.00%, 3.50% Floor, all PIK), Net Assets – 0.7%, Maturity Date - 12/08/30 |
|
|
|
| Percentage of Investments |
[2] |
0.70%
|
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies CSAT Holdings LLC, Acquisition Date - 06/30/2023, Investment Revolver - 12.71% (SOFR + 8.25%, 2.00% Floor) % of Net Assets – 0.2%, Maturity Date - 06/30/2028 |
|
|
|
| Percentage of Investments |
[1] |
|
0.20%
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies CSAT Holdings LLC, Acquisition Date - 06/30/2023, Investment Term Loan - 12.84% (SOFR + 8.25%, 2.00% Floor), % of Net Assets - 5.0%, Maturity Date - 06/30/2028 |
|
|
|
| Percentage of Investments |
[1] |
|
5.00%
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies, CSAT Holdings LLC, Acquisition Date - 06/30/2023, Investment Revolver - 14.33% inc PIK (SOFR + 10.50%, 2.00% Floor, 2.25% PIK) % of Net Assets – 0.3%, Maturity Date - 06/30/2028 |
|
|
|
| Percentage of Investments |
[2] |
0.30%
|
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies, CSAT Holdings LLC, Acquisition Date - 06/30/2023, Investment Term Loan - 14.43% inc PIK (SOFR + 10.50%, 2.00% Floor, 2.25% PIK), % of Net Assets - 3.7%, Maturity Date - 06/30/2028 |
|
|
|
| Percentage of Investments |
[2] |
3.70%
|
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies, Comprehensive Logistics Co., LLC., Acquisition Date - 03/26/24, Investment - Term Loan - 11.32% (SOFR + 7.50%, 2.00% Floor), % of Net Assets – 3.2%, Maturity Date - 03/26/26 |
|
|
|
| Percentage of Investments |
[2] |
3.20%
|
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies, Jones Industrial Holdings, Inc., Acquisition Date - 07/31/23, Investment - Delayed Draw Term Loan - 11.46% (SOFR + 7.00%, 2.00% Floor), % of Net Assets – 0.6%, Maturity Date - 07/31/28 |
|
|
|
| Percentage of Investments |
[1] |
|
0.60%
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies, Jones Industrial Holdings, Inc., Acquisition Date - 07/31/23, Investment - Term Loan - 11.46% (SOFR + 7.00%, 2.00% Floor), % of Net Assets – 2.7%, Maturity Date - 07/31/28 |
|
|
|
| Percentage of Investments |
[1] |
|
2.70%
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies, Power Acquisition LLC, Acquisition Date - 01/22/25, Investment - Term Loan B - 9.86% (SOFR + 6.00%, 1.50% Floor), % of Net Assets - 2.8% Maturity Date - 01/22/30 |
|
|
|
| Percentage of Investments |
[2] |
2.80%
|
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies, Power Acquisition LLC, Acquisition Date - 07/11/25, Investment - Incremental Term Loan B -- 9.86% (SOFR + 6.00%, 1.50% Floor), % of Net Assets - 0.2% Maturity Date - 01/22/30 |
|
|
|
| Percentage of Investments |
[2] |
0.20%
|
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies., LLC, Comprehensive Logistics Co., LLC., Acquisition Date - 03/26/24, Investment - Revolver - 11.44% (SOFR + 7.00%, 2.00% Floor), % of Net Assets – 0.2%, Maturity Date - 03/26/26 |
|
|
|
| Percentage of Investments |
[1] |
|
0.20%
|
| Investment, Identifier [Axis]: Debt Investment, Commercial Services & Supplies., LLC, Comprehensive Logistics Co., LLC., Acquisition Date - 03/26/24, Investment - Term Loan - 11.46% (SOFR + 7.00%, 2.00% Floor), % of Net Assets – 4.5%, Maturity Date - 03/26/26 |
|
|
|
| Percentage of Investments |
[1] |
|
4.50%
|
| Investment, Identifier [Axis]: Debt Investment, Construction & Engineering, Sunland Asphalt & Construction, LLC, Acquisition Date 06/16/23 Investment Delayed Draw Term Loan - 10.32% (SOFR + 6.50%, 1.75% Floor) % of Net Assets 1.0% Maturity Date 06/16/28 |
|
|
|
| Percentage of Investments |
[2] |
1.00%
|
|
| Investment, Identifier [Axis]: Debt Investment, Construction & Engineering, Sunland Asphalt & Construction, LLC, Acquisition Date 06/16/23 Investment Term Loan B - 10.32% (SOFR + 6.50%, 1.75% Floor) % of Net Assets 2.4% Maturity Date 06/16/28 |
|
|
|
| Percentage of Investments |
[2] |
2.40%
|
|
| Investment, Identifier [Axis]: Debt Investment, Construction & Engineering, Sunland Asphalt & Construction, LLC., Acquisition Date - 06/16/23, Investment - Delayed Draw Term Loan - 10.96% (SOFR + 6.50%, 1.75% Floor), % of Net Assets – 1.5%, Maturity Date - 06/16/28 |
|
|
|
| Percentage of Investments |
[1] |
|
1.50%
|
| Investment, Identifier [Axis]: Debt Investment, Construction & Engineering, Sunland Asphalt & Construction, LLC., Acquisition Date - 06/16/23, Investment - Term Loan B - 10.96% (SOFR + 6.50%, 1.75% Floor), % of Net Assets – 3.4%, Maturity Date - 06/16/28 |
|
|
|
| Percentage of Investments |
[1] |
|
3.40%
|
| Investment, Identifier [Axis]: Debt Investment, Consumer Discretionary Textiles, Apparel & Luxury Goods, Helix Sleep, Inc., Acquisition Date 11/07/25 Investment Term Loan - 9.37% (SOFR + 5.50%, 1.00% Floor) % of Net Assets 1.4% Maturity Date 11/07/30 |
|
|
|
| Percentage of Investments |
[2] |
1.40%
|
|
| Investment, Identifier [Axis]: Debt Investment, Containers & Packaging, Hoffmaster Group, Inc, Acquisition Date - 02/24/23, Investment - Term Loan - 10.10% SOFR + 6.25%, 2.00% Floor) % of Net Assets - 2.9% Maturity Date - 02/24/28 |
|
|
|
| Percentage of Investments |
[2] |
2.90%
|
|
| Investment, Identifier [Axis]: Debt Investment, Containers & Packaging, Hoffmaster Group, Inc, Acquisition Date - 02/24/23, Investment - Term Loan - 10.82% SOFR + 6.25%, 2.00% Floor) % of Net Assets - 4.3% Maturity Date - 02/24/28 |
|
|
|
| Percentage of Investments |
[1] |
|
4.30%
|
| Investment, Identifier [Axis]: Debt Investment, Containers & Packaging, Hoffmaster Group, Inc, Acquisition Date - 03/15/24, Investment - Incremental Term Loan - 10.10% (SOFR + 6.25%, 2.00% Floor), % of Net Assets - 0.4% Maturity Date - 02/24/28 |
|
|
|
| Percentage of Investments |
[2] |
0.40%
|
|
| Investment, Identifier [Axis]: Debt Investment, Containers & Packaging, Hoffmaster Group, Inc, Acquisition Date - 03/15/24, Investment - Incremental Term Loan - 10.82% (SOFR + 6.25%, 2.00% Floor), % of Net Assets - 0.5% Maturity Date - 02/24/28 |
|
|
|
| Percentage of Investments |
[1] |
|
0.50%
|
| Investment, Identifier [Axis]: Debt Investment, Containers & Packaging, PaperWorks Industries, Inc., Acquisition Date - 07/26/23, Investment - Term Loan - 12.99% (SOFR + 8.25%, 1.00% Floor), % of Net Assets - 2.1% Maturity Date - 06/30/27 |
|
|
|
| Percentage of Investments |
[1] |
|
2.10%
|
| Investment, Identifier [Axis]: Debt Investment, Containers & Packaging, The HC Companies, Inc., Acquisition Date - 05/21/24, Investment - Incremental Term Loan - 11.84% (SOFR + 7.50%, 2.00% Floor) % of Net Assets - 1.0% Maturity Date - 08/01/28 |
|
|
|
| Percentage of Investments |
[1] |
|
1.00%
|
| Investment, Identifier [Axis]: Debt Investment, Containers & Packaging, The HC Companies, Inc., Acquisition Date - 05/21/24, Investment - Incremental Term Loan - 12.17% inc PIK (SOFR + 8.50%, 2.00% Floor, 1.00% PIK) % of Net Assets - 0.7% Maturity Date - 08/01/28 |
|
|
|
| Percentage of Investments |
[2] |
0.70%
|
|
| Investment, Identifier [Axis]: Debt Investment, Containers & Packaging, The HC Companies, Inc., Acquisition Date - 08/01/2023 Investment Term Loan - 11.86% (SOFR + 7.50%, 2.00% Floor) % of Net Assets - 6.0% Maturity Date - 08/01/2028 |
|
|
|
| Percentage of Investments |
[1] |
|
6.00%
|
| Investment, Identifier [Axis]: Debt Investment, Containers & Packaging, The HC Companies, Inc., Acquisition Date - 08/01/2023 Investment Term Loan - 12.17% inc PIK (SOFR + 8.50%, 2.00% Floor, 1.00% PIK) % of Net Assets - 4.2% Maturity Date - 08/01/2028 |
|
|
|
| Percentage of Investments |
[2] |
4.20%
|
|
| Investment, Identifier [Axis]: Debt Investment, Electrical Equipment, VoltaGrid, LLC, Acquisition Date - 04/09/24, Investment - Term Loan - 10.93% (SOFR + 6.50%, 4.00% Floor), % of Net Assets - 3.8% Maturity Date - 02/28/29 |
|
|
|
| Percentage of Investments |
[1] |
|
3.80%
|
| Investment, Identifier [Axis]: Debt Investment, Energy Equipment & Services, HydroSource Logistics, LLC, Acquisition Date - 04/05/24, Investment - Revolver - 13.12% (SOFR + 8.50%, 2.00% Floor), % of Net Assets - 0.1% Maturity Date - 04/04/29 |
|
|
|
| Percentage of Investments |
[1] |
|
0.10%
|
| Investment, Identifier [Axis]: Debt Investment, Energy Equipment & Services, HydroSource Logistics, LLC, Acquisition Date - 04/05/24, Investment - Revolver- 12.46% (SOFR + 8.50%, 2.00% Floor), % of Net Assets - 0.2% Maturity Date - 04/04/29 |
|
|
|
| Percentage of Investments |
[2] |
0.20%
|
|
| Investment, Identifier [Axis]: Debt Investment, Energy Equipment & Services, HydroSource Logistics, LLC, Acquisition Date - 04/05/24, Investment - Term Loan - 12.43% (SOFR + 8.50%, 2.00% Floor), % of Net Assets - 2.4% Maturity Date - 04/04/29 |
|
|
|
| Percentage of Investments |
[2] |
2.40%
|
|
| Investment, Identifier [Axis]: Debt Investment, Energy Equipment & Services, HydroSource Logistics, LLC, Acquisition Date - 04/05/24, Investment - Term Loan - 13.09% (SOFR + 8.50%, 2.00% Floor), % of Net Assets - 3.5% Maturity Date - 04/04/29 |
|
|
|
| Percentage of Investments |
[1] |
|
3.50%
|
| Investment, Identifier [Axis]: Debt Investment, Energy Equipment & Services, HydroSource Logistics, LLC, Acquisition Date - 04/14/25, Investment - 3rd Amendment Term Loan - 12.43% (SOFR + 8.50%, 2.00% Floor), % of Net Assets - 3.1% Maturity Date - 04/04/29 |
|
|
|
| Percentage of Investments |
[2] |
3.10%
|
|
| Investment, Identifier [Axis]: Debt Investment, Food Products, Baxters North America, Inc., Acquisition Date - 05/31/23, Investment - Term Loan - 10.70% (SOFR + 6.88%, 1.75% Floor), % of Net Assets - 3.5%, Maturity Date - 05/31/28 |
|
|
|
| Percentage of Investments |
[2] |
3.50%
|
|
| Investment, Identifier [Axis]: Debt Investment, Food Products, Baxters North America, Inc., Acquisition Date - 05/31/23, Investment - Term Loan - 11.76% (SOFR + 7.25%, 1.75% Floor), % of Net Assets - 5.2%, Maturity Date - 05/31/28 |
|
|
|
| Percentage of Investments |
[1] |
|
5.20%
|
| Investment, Identifier [Axis]: Debt Investment, Food Products, Great Kitchens Food Company, Inc.., Acquisition Date - 05/31/24, Investment - Term Loan - 10.36% (SOFR + 6.00%, 1.25% Floor), % of Net Assets - 4.7%, Maturity Date - 05/31/29 |
|
|
|
| Percentage of Investments |
[1] |
|
4.70%
|
| Investment, Identifier [Axis]: Debt Investment, Food Products, Great Kitchens Food Company, Inc.., Acquisition Date - 05/31/24, Investment - Term Loan - 9.72% (SOFR + 6.00%, 1.25% Floor), % of Net Assets - 3.1%, Maturity Date - 05/31/29 |
|
|
|
| Percentage of Investments |
[2] |
3.10%
|
|
| Investment, Identifier [Axis]: Debt Investment, Food Products, Signature Brands, LLC, Acquisition Date - 02/29/24, Investment - Delayed Draw Term Loan A - 10.58% inc PIK (SOFR + 6.50%, 1.75% Floor, all PIK), % of Net Assets - 0.3%, Maturity Date - 05/04/28 |
|
|
|
| Percentage of Investments |
[2] |
0.30%
|
|
| Investment, Identifier [Axis]: Debt Investment, Food Products, Signature Brands, LLC, Acquisition Date - 02/29/24, Investment - Delayed Draw Term Loan A - 10.97% (SOFR + 6.50%, 1.75% Floor), % of Net Assets - 0.3%, Maturity Date - 02/14/25 |
|
|
|
| Percentage of Investments |
[1] |
|
0.30%
|
| Investment, Identifier [Axis]: Debt Investment, Food Products, Signature Brands, LLC, Acquisition Date - 05/05/23, Investment - Term Loan - 13.58% inc PIK (SOFR + 9.50%, 1.75% Floor, all PIK), % of Net Assets - 2.8%, Maturity Date - 05/04/28 |
|
|
|
| Percentage of Investments |
[2] |
2.80%
|
|
| Investment, Identifier [Axis]: Debt Investment, Food Products, Signature Brands, LLC, Acquisition Date - 05/05/23, Investment - Term Loan - 14.28% inc PIK (SOFR + 9.50%, 1.75% Floor, 3.00% PIK), % of Net Assets - 5.1%, Maturity Date - 05/04/28 |
|
|
|
| Percentage of Investments |
[1] |
|
5.10%
|
| Investment, Identifier [Axis]: Debt Investment, Food Products, Signature Brands, LLC, Acquisition Date - 05/05/25, Investment - 9th Amendment Term Loan A - 17.50% inc PIK (17.50%, Fixed Coupon, all PIK), % of Net Assets - 0.9%, Maturity Date - 05/04/28 |
|
|
|
| Percentage of Investments |
[2] |
0.90%
|
|
| Investment, Identifier [Axis]: Debt Investment, Ground Transportation, RPM Purchaser, Inc., Acquisition Date - 09/11/23, Investment - Delayed Draw Term Loan B - 10.08% (SOFR + 6.25%, 2.00% Floor), % of Net Assets - 0.9%, Maturity Date - 09/11/28 |
|
|
|
| Percentage of Investments |
[2] |
0.90%
|
|
| Investment, Identifier [Axis]: Debt Investment, Ground Transportation, RPM Purchaser, Inc., Acquisition Date - 09/11/23, Investment - Delayed Draw Term Loan B - 10.72% (SOFR + 6.25%, 2.00% Floor), % of Net Assets - 0.6%, Maturity Date - 09/11/28 |
|
|
|
| Percentage of Investments |
[1] |
|
0.60%
|
| Investment, Identifier [Axis]: Debt Investment, Ground Transportation, RPM Purchaser, Inc., Acquisition Date - 09/11/23, Investment - Term Loan B - 10.08% (SOFR + 6.25%, 2.00% Floor), % of Net Assets - 3.1%, Maturity Date - 09/11/28 |
|
|
|
| Percentage of Investments |
[2] |
3.10%
|
|
| Investment, Identifier [Axis]: Debt Investment, Ground Transportation, RPM Purchaser, Inc., Acquisition Date - 09/11/23, Investment - Term Loan B - 10.72% (SOFR + 6.25%, 2.00% Floor), % of Net Assets - 4.3%, Maturity Date - 09/11/28 |
|
|
|
| Percentage of Investments |
[1] |
|
4.30%
|
| Investment, Identifier [Axis]: Debt Investment, Health Care Equipment & Supplies, Connect America.com, LLC., Acquisition Date - 10/11/24, Investment - Last Out Term Loan - 9.42% (SOFR + 5.75%, 1.75% Floor), % of Net Assets - 4.2%, Maturity Date - 10/11/29 |
|
|
|
| Percentage of Investments |
[2] |
4.20%
|
|
| Investment, Identifier [Axis]: Debt Investment, Health Care Equipment & Supplies, ConnectAmerica.com, LLC., Acquisition Date - 10/11/24, Investment - Last Out Term Loan - 9.83% (SOFR + 5.50%, 1.75% Floor), % of Net Assets - 6.0%, Maturity Date - 10/11/29 |
|
|
|
| Percentage of Investments |
[1] |
|
6.00%
|
| Investment, Identifier [Axis]: Debt Investment, Hotels, Restaurants & Leisure, ADAN-B LLC (24 Hour Fitness) , Acquisition Date - 4/30/2025 & 12/31/25, Investment - Term Loan - 9.42% (SOFR + 5.75%, 1.50% Floor), % of Net Assets - 4.7%, Maturity Date - 12/31/30 |
|
|
|
| Percentage of Investments |
[2] |
4.70%
|
|
| Investment, Identifier [Axis]: Debt Investment, Hotels, Restaurants & Leisure, CEC Entertainment, LLC , Acquisition Date - 09/26/2025, Investment - Term Loan - 9.67% (SOFR + 6.00%, 2.00% Floor), % of Net Assets - 3.8%, Maturity Date - 09/26/30 |
|
|
|
| Percentage of Investments |
[2] |
3.80%
|
|
| Investment, Identifier [Axis]: Debt Investment, Hotels, Restaurants & Leisure, Five Star Buyer, Inc, Acquisition Date - 05/11/23, Investment - Delayed Draw Term Loan - 12.66% inc PIK (SOFR + 8.00%, 1.50% Floor, 1.00% PIK), % of Net Assets - 0.1%, Maturity Date - 02/23/28 |
|
|
|
| Percentage of Investments |
[1] |
|
0.10%
|
| Investment, Identifier [Axis]: Debt Investment, Hotels, Restaurants & Leisure, Five Star Buyer, Inc, Acquisition Date - 05/11/23, Investment - Delayed Draw Term Loan - 12.98% inc PIK (SOFR + 9.00%, 1.50% Floor, 2.00% PIK), % of Net Assets - 0.1%, Maturity Date - 02/23/28 |
|
|
|
| Percentage of Investments |
[2] |
0.10%
|
|
| Investment, Identifier [Axis]: Debt Investment, Hotels, Restaurants & Leisure, Five Star Buyer, Inc, Acquisition Date - 05/11/23, Investment - Term Loan - 12.66% inc PIK (SOFR + 8.00%, 1.50% Floor, 1.00% PIK), % of Net Assets - 4.0%, Maturity Date - 02/23/28 |
|
|
|
| Percentage of Investments |
[1] |
|
4.00%
|
| Investment, Identifier [Axis]: Debt Investment, Hotels, Restaurants & Leisure, Five Star Buyer, Inc, Acquisition Date - 05/11/23, Investment - Term Loan - 12.98% inc PIK (SOFR + 9.00%, 1.50% Floor, 2.00% PIK), % of Net Assets - 2.7%, Maturity Date - 02/23/28 |
|
|
|
| Percentage of Investments |
[2] |
2.70%
|
|
| Investment, Identifier [Axis]: Debt Investment, Leisure Products, Lumos Holdings US Acquisition Co. (Life Fitness), Acquisition Date 08/05/25 Investment Term Loan - 9.40% (SOFR + 5.50%, 1.50% Floor) % of Net Assets 4.9% Maturity Date 08/05/30 |
|
|
|
| Percentage of Investments |
[2] |
4.90%
|
|
| Investment, Identifier [Axis]: Debt Investment, Machinery, Mark Andy, Inc., Acquisition Date - 06/16/23, Investment - Term Loan - 12.57% inc PIK (SOFR + 8.75%, 1.50% Floor, 5.75% PIK), % of Net Assets – 2.7%, Maturity Date - 06/16/28 |
|
|
|
| Percentage of Investments |
[2] |
2.70%
|
|
| Investment, Identifier [Axis]: Debt Investment, Machinery, Mark Andy, Inc., Acquisition Date - 06/16/23, Investment - Term Loan - 13.23% inc PIK (SOFR + 8.75%, 1.50% Floor, 1.00% PIK), % of Net Assets – 4.1%, Maturity Date - 06/16/28 |
|
|
|
| Percentage of Investments |
[1] |
|
4.10%
|
| Investment, Identifier [Axis]: Debt Investment, Metals & Mining, Material Sciences Corporation, Acquisition Date 03/14/25 Investment Term Loan - 10.17% (SOFR + 6.50%, 2.00% Floor) % of Net Assets 4.3% Maturity Date 03/14/30 |
|
|
|
| Percentage of Investments |
[2] |
4.30%
|
|
| Investment, Identifier [Axis]: Debt Investment, Paper & Forest Products, Pallet Logistics of America, LLC, Acquisition Date - 11/22/24, Investment - Term Loan - 10.79% inc PIK (SOFR + 7.00%, 1.00% Floor, 0.50% PIK), % of Net Assets – 1.9%, Maturity Date - 11/22/29 |
|
|
|
| Percentage of Investments |
[2] |
1.90%
|
|
| Investment, Identifier [Axis]: Debt Investment, Paper & Forest Products, Pallet Logistics of America, LLC, Acquisition Date - 11/22/24, Investment - Term Loan - 11.01% (SOFR + 6.50%, 1.00% Floor), % of Net Assets – 2.8%, Maturity Date - 11/22/29 |
|
|
|
| Percentage of Investments |
[1],[3] |
|
2.80%
|
| Investment, Identifier [Axis]: Debt Investment, Paper & Forest Products, Pallet Logistics of America, LLC, Acquisition Date 11/22/24 Investment Revolver - 10.79% (SOFR + 7.00%, 1.00% Floor) % of Net Assets 0.1% Maturity Date 11/29/29 |
|
|
|
| Percentage of Investments |
[2] |
0.10%
|
|
| Investment, Identifier [Axis]: Debt Investment, Personal Care Products, Viva 5 Group, LLC, Acquisition Date 05/21/25 Investment Revolver - 10.22% (SOFR + 6.50%, 2.25% Floor) % of Net Assets 0.1% Maturity Date 05/21/30 |
|
|
|
| Percentage of Investments |
[2] |
0.10%
|
|
| Investment, Identifier [Axis]: Debt Investment, Personal Care Products, Viva 5 Group, LLC, Acquisition Date 05/21/25 Investment Term Loan - 10.22% (SOFR + 6.50%, 2.25% Floor) % of Net Assets 4.2% Maturity Date 05/21/30 |
|
|
|
| Percentage of Investments |
[2] |
4.20%
|
|
| Investment, Identifier [Axis]: Debt Investment, Professional Services, Alorica Inc., Acquisition Date - 12/21/22, Investment - Term Loan - 11.23% (SOFR + 6.88%, 1.50% Floor), % of Net Assets – 6.3%, Maturity Date - 12/21/27 |
|
|
|
| Percentage of Investments |
[1] |
|
6.30%
|
| Investment, Identifier [Axis]: Debt Investment, Professional Services, Alorica Inc., Acquisition Date 12/21/22 Investment Term Loan - 10.59% (SOFR + 6.88%, 1.50% Floor) % of Net Assets 4.5% Maturity Date 12/21/27 |
|
|
|
| Percentage of Investments |
[2] |
4.50%
|
|
| Investment, Identifier [Axis]: Debt Investment, Software, CF Newco, Inc., Acquisition Date - 12/11/25 Investment Amendment No. 1 Term Loan - 9.99% (SOFR + 6.25%, 1.50% Floor) % of Net Assets 0.9% Maturity Date 12/10/29 |
|
|
|
| Percentage of Investments |
[2] |
0.90%
|
|
| Investment, Identifier [Axis]: Debt Investment, Software, CF Newco, Inc., Acquisition Date 12/09/24 Investment Revolver - 9.74% (SOFR + 6.00%, 1.50% Floor) % of Net Assets 0.1% Maturity Date 12/10/29 |
|
|
|
| Percentage of Investments |
[2] |
0.10%
|
|
| Investment, Identifier [Axis]: Debt Investment, Software, CF Newco, Inc., Acquisition Date 12/09/24 Investment Term Loan - 9.74% (SOFR + 6.00%, 1.50% Floor) % of Net Assets 1.9% Maturity Date 12/10/29 |
|
|
|
| Percentage of Investments |
[2] |
1.90%
|
|
| Investment, Identifier [Axis]: Debt Investment, Software, Pango Group, Acquisition Date - 12/09/24, Investment - Revolver - 10.68% (SOFR + 6.25%, 1.50% Floor), % of Net Assets – 0.1%, Maturity Date - 12/10/29 |
|
|
|
| Percentage of Investments |
[1] |
|
0.10%
|
| Investment, Identifier [Axis]: Debt Investment, Software, Pango Group, Acquisition Date - 12/09/24, Investment - Term Loan - 10.68% (SOFR + 6.25%, 1.50% Floor), % of Net Assets – 2.6%, Maturity Date - 12/10/29 |
|
|
|
| Percentage of Investments |
[1],[3] |
|
2.60%
|
| Investment, Identifier [Axis]: Debt Investment, Specialty Retail, D&D Buyer, LLC., Acquisition Date - 08/20/25, Investment - 4th Amendment Delayed Draw Term Loan - 10.49% (SOFR + 6.50%, 2.00% Floor), % of Net Assets – 1.1%, Maturity Date - 10/04/28 |
|
|
|
| Percentage of Investments |
[2] |
1.10%
|
|
| Investment, Identifier [Axis]: Debt Investment, Specialty Retail, D&D Buyer, LLC., Acquisition Date - 10/04/23, Investment - Delayed Draw Term Loan - 10.42% (SOFR + 6.50%, 2.00% Floor), % of Net Assets – 0.7%, Maturity Date - 10/04/28 |
|
|
|
| Percentage of Investments |
[2] |
0.70%
|
|
| Investment, Identifier [Axis]: Debt Investment, Specialty Retail, D&D Buyer, LLC., Acquisition Date - 10/04/23, Investment - Delayed Draw Term Loan - 11.62% (SOFR + 7.00%, 2.00% Floor), % of Net Assets – 0.7%, Maturity Date - 10/04/28 |
|
|
|
| Percentage of Investments |
[1] |
|
0.70%
|
| Investment, Identifier [Axis]: Debt Investment, Specialty Retail, D&D Buyer, LLC., Acquisition Date - 10/04/23, Investment - Revolver - 10.27% (SOFR + 6.50%, 2.00% Floor), % of Net Assets – 0.3%, Maturity Date - 10/04/28 |
|
|
|
| Percentage of Investments |
[2] |
0.30%
|
|
| Investment, Identifier [Axis]: Debt Investment, Specialty Retail, D&D Buyer, LLC., Acquisition Date - 10/04/23, Investment - Revolver 11.43%(SOFR + 7.00%, 2.00% Floor), % of Net Assets – 0.2%, Maturity Date - 10/04/28 |
|
|
|
| Percentage of Investments |
[1] |
|
0.20%
|
| Investment, Identifier [Axis]: Debt Investment, Specialty Retail, D&D Buyer, LLC., Acquisition Date - 10/04/23, Investment - Term Loan - 10.27% (SOFR + 6.50%, 2.00% Floor), % of Net Assets – 2.9%, Maturity Date - 10/04/28 |
|
|
|
| Percentage of Investments |
[2] |
2.90%
|
|
| Investment, Identifier [Axis]: Debt Investment, Specialty Retail, D&D Buyer, LLC., Acquisition Date - 10/04/23, Investment - Term Loan - 11.43% (SOFR + 7.00%, 2.00% Floor), % of Net Assets – 4.0%, Maturity Date - 10/04/28 |
|
|
|
| Percentage of Investments |
[1] |
|
4.00%
|
| Investment, Identifier [Axis]: Debt Investment, Trading Companies & Distributors, Cinelease, LLC, Acquisition Date 08/07/25 Investment ABL Term Loan - 11.82% (SOFR + 7.50%, 2.50% Floor) % of Net Assets 1.4% Maturity Date 07/31/30 |
|
|
|
| Percentage of Investments |
[2] |
1.40%
|
|
| Investment, Identifier [Axis]: Debt Investment, Transportation Infrastructure, CG Buyer, LLC, Acquisition Date 07/19/23 Investment Delayed Draw Term Loan - 10.22% (SOFR + 6.50%, 1.50% Floor) % of Net Assets 0.1% Maturity Date 07/19/28 |
|
|
|
| Percentage of Investments |
[2] |
0.10%
|
|
| Investment, Identifier [Axis]: Debt Investment, Transportation Infrastructure, CG Buyer, LLC., Acquisition Date - 07/19/23, Investment - Delayed Draw Term Loan - 11.36% (SOFR + 7.00%, 1.50% Floor), % of Net Assets – 0.1%, Maturity Date - 07/19/28 |
|
|
|
| Percentage of Investments |
[1] |
|
0.10%
|
| Investment, Identifier [Axis]: Debt Investment, Transportation Infrastructure, CG Buyer, LLC., Acquisition Date - 07/19/23, Investment -Term Loan - 10.22% (SOFR + 6.50%, 1.50% Floor), % of Net Assets – 2.5%, Maturity Date - 07/19/28 |
|
|
|
| Percentage of Investments |
[2] |
2.50%
|
|
| Investment, Identifier [Axis]: Debt Investment, Transportation Infrastructure, CG Buyer, LLC., Acquisition Date - 07/19/23, Investment -Term Loan - 11.36%(SOFR + 7.00%, 1.50% Floor), % of Net Assets – 3.5%, Maturity Date - 07/19/28 |
|
|
|
| Percentage of Investments |
[1] |
|
3.50%
|
| Investment, Identifier [Axis]: Equity Investment , Commercial Services & Supplies, CSAT Investment Holdings LLC , Acquisition Date - 03/05/25 Investment Warrant, expires 3/5/32 % of Net Assets – 0.2% |
|
|
|
| Percentage of Investments |
[4],[5] |
0.20%
|
|
| Investment, Identifier [Axis]: Equity Investment Energy Equipment & Services HydroSource Logistics, LLC Acquisition Date - 04/05/24 Investment Warrant, expires 4/4/34 % of Net Assets – 0.0% |
|
|
|
| Percentage of Investments |
[6],[7] |
|
0.00%
|
| Investment, Identifier [Axis]: Equity Investment, Automobile Components SUP Parent Holdings, LLC Acquisition Date - 08/13/25 Investment Common Units % of Net Assets – 0.8% |
|
|
|
| Percentage of Investments |
[4],[5] |
0.80%
|
|
| Investment, Identifier [Axis]: Equity Investment, Energy Equipment & Services HydroSource Logistics, LLC Acquisition Date - 04/05/24 Investment Warrant, expires 4/4/34 % of Net Assets – 2.5% |
|
|
|
| Percentage of Investments |
[4],[5] |
2.50%
|
|
| Investment, Identifier [Axis]: Equity Investment, Trading Companies & Distributors Cinelease, LLC. Acquisition Date - 08/07/25 Investment Warrant, expires 7/31/35 % of Net Assets – 0.0% |
|
|
|
| Percentage of Investments |
[4],[5] |
0.00%
|
|
|
|