Consolidated Schedule of Investments - USD ($)
|
Jun. 30, 2026 |
Dec. 31, 2025 |
| Amortized Cost (in Dollars) |
|
$ 101,398,039
|
|
$ 86,632,872
|
|
| Percentage of Net Assets |
|
85.90%
|
|
91.50%
|
|
| Investment, Identifier [Axis]: Assets in Excess of Other liabilities |
|
|
|
|
|
| Fair Value (in Dollars) |
[1],[2],[3] |
|
|
$ 2,092,124
|
|
| Percentage of Net Assets |
[1],[2] |
|
|
2.10%
|
|
| Investment, Identifier [Axis]: Investments |
|
|
|
|
|
| Amortized Cost (in Dollars) |
|
$ 101,398,039
|
[4],[5],[6] |
$ 92,849,880
|
[1],[2],[7] |
| Fair Value (in Dollars) |
|
$ 102,368,979
|
[4],[6],[8] |
$ 94,254,388
|
[1],[2],[3] |
| Percentage of Net Assets |
|
99.50%
|
[4],[6] |
97.90%
|
[1],[2] |
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Automotive & Auto Parts |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 501,055
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 503,129
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Building Materials |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 2,479,336
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 2,466,700
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
2.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Cable/Satellite TV |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 476,338
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 438,135
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Chemicals |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 1,512,259
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 1,525,803
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Consumer Products |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 1,685,580
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 1,690,893
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 29,355,860
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 29,520,346
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
28.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 1,549,757
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 1,586,516
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Automotive & Auto Parts - Tenneco Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
8.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
12/10/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Nov. 17, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
501,055
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 503,129
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Building Materials - New Enterprise Stone & Lime Co. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
5.25%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
8/28/2025, 10/10/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Jul. 15, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 2,000,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
1,995,307
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 1,991,834
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
1.90%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Building Materials - Standard Industries Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.38%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
12/19/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Jul. 15, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
484,029
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 474,866
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Cable/Satellite TV - Midcontinent Communications - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
8.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
3/6/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Aug. 15, 2032
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
476,338
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 438,135
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Chemicals - Olympus Water US Holdings Corp. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.25%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
6/27/2024, 12/10/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Oct. 01, 2027
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 200,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
193,877
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 194,004
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.20%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Chemicals - SCIH Salt Holdings Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.88%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
9/3/2024, 9/4/2024, 10/4/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
May 01, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 1,350,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
1,318,382
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 1,331,799
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
1.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Consumer Products - Energizer Holdings, Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[10] |
|
|
|
|
| Floor |
[4],[6],[9],[10] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[10] |
4.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[10] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[10] |
12/10/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[10] |
Jun. 15, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9],[10] |
$ 1,500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9],[10] |
1,485,212
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[10] |
$ 1,488,165
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
1.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Consumer Products - Masterbrand, Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[10] |
|
|
|
|
| Floor |
[4],[6],[9],[10] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[10] |
7.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[10] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[10] |
3/6/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[10] |
Jul. 15, 2032
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9],[10] |
$ 200,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9],[10] |
200,368
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[10] |
$ 202,728
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
0.20%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Diversified Financial Services - APH Somerset Investor 2 LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
7.88%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
8/28/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Nov. 01, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 350,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
362,231
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 354,410
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Diversified Financial Services - Provident Funding Associates Ltd - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[10] |
|
|
|
|
| Floor |
[4],[6],[9],[10] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[10] |
9.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[10] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[10] |
9/10/2024, 9/17/2024, 10/4/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[10] |
Sep. 15, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9],[10] |
$ 925,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9],[10] |
929,895
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[10] |
$ 966,652
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
0.90%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Energy - Ascent Resources Utica Holding - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
6.63%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
10/15/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Oct. 15, 2032
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 1,100,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
1,100,000
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 1,113,042
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
1.10%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Energy - Rockies Express Pipeline LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.80%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
12/10/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
May 15, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
490,894
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 488,995
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Energy - Tallgrass Energy Partners LP - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
6.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
9/4/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Dec. 31, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 1,000,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
989,268
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 1,000,445
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
1.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Gaming - Penn Entertainment, Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
5.63%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
2/14/2024, 2/15/2024, 2/20/2024, 2/22/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Jan. 15, 2027
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9] |
495,826
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 500,046
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Airlines - Onesky Flight, LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
8.88%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
12/23/2024, 12/31/2024, 1/30/2025, 2/3/2025, 8/22/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Dec. 15, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 1,500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
1,549,757
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 1,586,516
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
1.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Healthcare - Paradigm Parent LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
8.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
3/6/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Apr. 17, 2032
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 300,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
265,341
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 268,500
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Healthcare - Prime Healthcare Services Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
9.38%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
8/15/2029, 8/29/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Sep. 01, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 325,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
325,000
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 339,524
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Healthcare - Star Parent, Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[10] |
|
|
|
|
| Floor |
[4],[6],[9],[10] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[10] |
9.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[10] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[10] |
3/6/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[10] |
Oct. 01, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9],[10] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9],[10] |
514,085
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[10] |
$ 523,186
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Homebuilders/Real Estate - Blackstone Mortgage Trust Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[10] |
|
|
|
|
| Floor |
[4],[6],[9],[10] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[10] |
3.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[10] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[10] |
8/28/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[10] |
Jan. 15, 2027
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9],[10] |
$ 1,000,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9],[10] |
993,049
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[10] |
$ 989,227
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
1.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Homebuilders/Real Estate - Shea Homes LP - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
7/8/2024, 7/9/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Feb. 15, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 1,500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
1,465,444
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 1,485,280
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
1.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Insurance - Acrisure LLC / Acrisure Finance Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.25%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
12/10/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Feb. 15, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9] |
$ 325,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9] |
317,554
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 296,633
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Insurance - Asurion, LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
8.38%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
3/6/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Feb. 01, 2034
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
499,196
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 462,959
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Metals/Mining - Novelis Corp - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
12/19/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Jan. 30, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
483,362
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 483,414
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Publishing/Printing - McGraw-Hill Education Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[10] |
|
|
|
|
| Floor |
[4],[6],[9],[10] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[10] |
5.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[10] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[10] |
9/11/2024, 9/12/2024, 10/4/2024, 11/19/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[10] |
Aug. 01, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9],[10] |
$ 1,675,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9],[10] |
1,660,413
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[10] |
$ 1,668,243
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
1.60%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Services - Allied Universal Holdco LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.63%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
12/10/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Jun. 01, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 1,500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
1,483,815
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 1,479,250
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
1.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Services - Allied Universal Holdco LLC One - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
7.88%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
8/1/2024, 8/8/2024, 9/16/2024, 9/17/2024, 10/4/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Feb. 15, 2031
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9] |
$ 1,250,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9] |
1,260,926
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 1,306,734
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
1.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Services - Beacon Mobility Corp. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
7.25%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
6/17/2025, 7/2/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Aug. 01, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 700,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
700,000
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 726,483
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Super Retail - Champ Acquisition Corp. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
8.38%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
11/25/2024, 10/31/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Dec. 01, 2031
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 775,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
811,854
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 810,820
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.80%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Super Retail - Ken Garff Automotive LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.88%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
6/27/2024, 10/4/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Sep. 15, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 1,300,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
1,250,570
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 1,287,365
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
1.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Super Retail - Magnera Corporation - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[10] |
|
|
|
|
| Floor |
[4],[6],[9],[10] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[10] |
4.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[10] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[10] |
3/6/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[10] |
Nov. 15, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9],[10] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9],[10] |
464,702
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[10] |
$ 466,672
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Super Retail - Victra Holdings, LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
8.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
9/18/2024, 10/4/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Sep. 15, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 875,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
895,553
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 902,717
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.90%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Technology - Cloud Software Group, Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
6.50%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
1/8/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Mar. 31, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 250,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
247,281
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 242,843
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.20%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Technology - Open Text Corporation - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[10] |
|
|
|
|
| Floor |
[4],[6],[9],[10] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[10] |
3.88%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[10] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[10] |
3/6/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[10] |
Feb. 15, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9],[10] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9],[10] |
484,331
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[10] |
$ 487,268
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Telecommunications - Zayo Group Holdings, Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
9.25%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
1.00%
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
3/6/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Mar. 09, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 294,990
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
291,645
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 294,621
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Transportation Excluding Air/Rail - First Student Bidco Inc - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
4.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
12/19/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Jul. 31, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 500,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
487,407
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 478,834
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Utilities - Alpha Generation LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9] |
|
|
|
|
| Floor |
[4],[6],[9] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9] |
6.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9] |
9/30/2024, 10/4/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9] |
Oct. 15, 2032
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9] |
$ 875,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9] |
883,517
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9] |
$ 891,087
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.90%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Corporate Bond Investments - Utilities - Terraform Power LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[10] |
|
|
|
|
| Floor |
[4],[6],[9],[10] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[10] |
5.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[10] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[10] |
12/10/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[10] |
Jan. 31, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[5],[6],[9],[10] |
$ 1,000,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[9],[10] |
998,377
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[10] |
$ 993,920
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[10] |
1.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Diversified Financial Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 1,292,126
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 1,321,062
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Energy |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 2,580,162
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 2,602,482
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
2.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Equity Investments |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[11] |
$ 3,779,028
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[11] |
$ 3,938,257
|
|
|
|
| Percentage of Net Assets |
[4],[6],[11] |
3.80%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Equity Investments - Preferred Stock |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[11] |
$ 3,779,028
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[11] |
$ 3,938,257
|
|
|
|
| Percentage of Net Assets |
[4],[6],[11] |
3.80%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Equity Investments - Preferred Stock - Diversified Support Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[11] |
$ 495,570
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[11] |
$ 309,312
|
|
|
|
| Percentage of Net Assets |
[4],[6],[11] |
0.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Equity Investments - Preferred Stock - Diversified Support Services - PSA Holdings, LLC - Preferred Stock |
|
|
|
|
|
| Spread Above Index |
[4],[6],[11] |
|
|
|
|
| Floor |
[4],[6],[11] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[11] |
8.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[11] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[11] |
3/19/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[11] |
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[11] |
$ 495,570
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[11] |
495,570
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[11] |
$ 309,312
|
|
|
|
| Percentage of Net Assets |
[4],[6],[11] |
0.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Equity Investments - Preferred Stock - Homebuilders/Real Estate |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
$ 648,000
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 648,000
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
0.60%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Equity Investments - Preferred Stock - Homebuilders/Real Estate - Sisu Energy & Environmental, LLC - Preferred Stock |
|
|
|
|
|
| Spread Above Index |
[4],[6],[11] |
|
|
|
|
| Floor |
[4],[6],[11] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[11] |
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[11] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[11] |
1/30/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[11] |
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[11] |
$ 648
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[11] |
648,000
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[11] |
$ 648,000
|
|
|
|
| Percentage of Net Assets |
[4],[6],[11] |
0.60%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Equity Investments - Preferred Stock - Transportation Excluding Air/Rail |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[11] |
$ 2,635,458
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[11] |
$ 2,980,945
|
|
|
|
| Percentage of Net Assets |
[4],[6],[11] |
2.90%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Equity Investments - Preferred Stock - Transportation Excluding Air/Rail - Bison Infrastructure Services, LLC - Preferred Stock |
|
|
|
|
|
| Spread Above Index |
[4],[6],[11] |
|
|
|
|
| Floor |
[4],[6],[11] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[11] |
8.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[11] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[11] |
2/6/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[11] |
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[11] |
$ 984,960
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[11] |
984,960
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[11] |
$ 867,968
|
|
|
|
| Percentage of Net Assets |
[4],[6],[11] |
0.80%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Equity Investments - Preferred Stock - Transportation Excluding Air/Rail - Guardian Fleet Services, Inc. - Preferred Stock |
|
|
|
|
|
| Spread Above Index |
[4],[6],[11],[13] |
|
|
|
|
| Floor |
[4],[6],[11],[13] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[11],[13] |
4.75%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[11],[13] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[11],[13] |
12/18/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[11],[13] |
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[11],[13] |
$ 1,650,498
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[11],[13] |
1,650,498
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[11],[13] |
$ 2,112,977
|
|
|
|
| Percentage of Net Assets |
[4],[6],[11],[13] |
2.10%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Gaming |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 495,826
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 500,046
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Healthcare |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 1,104,426
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 1,131,210
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.10%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Homebuilders/Real Estate |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 2,458,493
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 2,474,507
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
2.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Insurance |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 816,750
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 759,592
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Metals/Mining |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 483,362
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 483,414
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Publishing/Printing |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 1,660,413
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 1,668,243
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.60%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
$ 54,217,373
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 54,608,546
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
53.10%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Building Materials |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 2,360,736
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 2,342,687
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
2.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Building Materials - Chariot Buyer LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
1 Month SOFR USD + 3.00%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
7.26%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
9/16/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Sep. 08, 2032
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 397,244
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
397,244
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 397,152
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Building Materials - MIWD Holdco II LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
1 Month SOFR USD + 2.75%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
7.59%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
10/15/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Mar. 28, 2031
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 486,564
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
488,277
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 479,591
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Building Materials - Tamko Building Products, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
3 Month SOFR USD + 2.75%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
7.34%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
6/18/2024, 6/27/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Sep. 20, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 1,470,075
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
1,475,215
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 1,465,944
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
1.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Capital Goods |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 815,910
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 818,486
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.80%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Capital Goods - Arcline FM Holdings, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
3 Month SOFR USD + 2.75%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
9.09%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
7/19/2024, 8/12/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Jun. 24, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 664,921
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
664,090
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 666,677
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Capital Goods - Resilience Parent LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
6.42%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
1/23/2026, 3/11/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Feb. 28, 2033
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 152,174
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
151,820
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 151,809
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.20%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Consumer-Products - MRO Maryruth, LLC |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 982,972
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 982,575
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Consumer-Products - MRO Maryruth, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[12],[14] |
1 Month SOFR USD + 4.75%
|
|
|
|
| Floor |
[4],[6],[12],[14] |
0.75%
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[12],[14] |
8.45%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[12],[14] |
11/5/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[12],[14] |
Sep. 30, 2031
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[12],[14] |
$ 992,500
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12],[14] |
982,972
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12],[14] |
$ 982,575
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12],[14] |
1.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Containers |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 2,407,194
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 2,317,371
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
2.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Containers - Clydesdale Acquisition Holdings Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
1 Month SOFR USD + 3.18%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
0.50%
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
7.76%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
5/28/2024, 9/5/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Apr. 13, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 827,820
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
833,556
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 812,199
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.80%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Containers - ProAmpac PG Borrower LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
3 Month SOFR USD + 4.00%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
7.92%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
2/20/2026, 3/11/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Mar. 07, 2033
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 400,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
394,637
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 392,644
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Containers - Veritiv Operating Co. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
3 Month SOFR USD + 4.00%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
9.09%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
6/27/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Nov. 29, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 1,179,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
1,179,000
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 1,112,528
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
1.10%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Diversified Financial Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 6,024,534
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 5,953,338
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
5.80%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Diversified Financial Services - Dragon Buyer Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
3 Month SOFR USD + 2.75%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
7.84%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
9/24/2024, 10/15/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Sep. 30, 2031
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 467,875
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
465,641
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 391,649
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Diversified Financial Services - Nvent Thermal LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
1 Month SOFR USD + 3.50%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
8.09%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
9/12/2024, 9/16/2024, 2/18/2025, 2/24/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Jan. 30, 2032
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 1,025,253
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
1,024,437
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 1,027,272
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
1.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Diversified Financial Services - PayArc, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[12],[14] |
3 Month SOFR USD + 6.50%
|
|
|
|
| Floor |
[4],[6],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[12],[14] |
10.15%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[12],[14] |
6/30/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[12],[14] |
May 22, 2031
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[12],[14] |
$ 4,626,956
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12],[14] |
4,534,456
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12],[14] |
$ 4,534,417
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12],[14] |
4.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Diversified Support Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 5,755,832
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 5,829,187
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
5.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Diversified Support Services - PSA Worldwide, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[12] |
|
|
|
|
| Floor |
[4],[6],[12] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[12] |
12.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[12] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[12] |
3/19/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[12] |
Mar. 19, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[12] |
$ 5,829,063
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
5,755,832
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 5,829,187
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
5.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Food/Beverage/Tobacco |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 1,023,750
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 1,023,680
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Food/Beverage/Tobacco - Cold Spring Brewing Holdings, LLC - Term Loan A-1 |
|
|
|
|
|
| Spread Above Index |
[4],[6],[8],[12],[14] |
3 Month SOFR USD + 3.75%
|
|
|
|
| Floor |
[4],[6],[8],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[8],[12],[14] |
7.67%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[8],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[8],[12],[14] |
2/26/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[8],[12],[14] |
Dec. 10, 2029
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[8],[12],[14] |
$ 981,720
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[8],[12],[14] |
977,103
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12],[14] |
$ 976,812
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12],[14] |
1.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Food/Beverage/Tobacco - Savor Acquisition Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
1 Month SOFR USD + 3.00%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
6.92%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
12/17/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Feb. 19, 2032
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 46,647
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
46,647
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 46,868
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.10%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Health Care Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
$ 6,901,040
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 7,024,093
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
6.80%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Health Care Services - Carolina Center for Autism Services, LLC - Delayed Draw Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[12] |
|
|
|
|
| Floor |
[4],[6],[12] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[12] |
13.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[12] |
2.00%
|
|
|
|
| Acquisition Date(s) |
[4],[6],[12] |
11/21/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[12] |
Nov. 21, 2027
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[12] |
$ 1,444,150
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
1,410,069
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 1,446,156
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
1.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Health Care Services - Carolina Center for Autism Services, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[12] |
|
|
|
|
| Floor |
[4],[6],[12] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[12] |
13.00%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[12] |
2.00%
|
|
|
|
| Acquisition Date(s) |
[4],[6],[12] |
11/21/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[12] |
Nov. 21, 2027
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[12] |
$ 5,570,202
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
5,490,971
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 5,577,937
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
5.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Healthcare |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 1,965,369
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 1,926,278
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.90%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Healthcare - Cotiviti, Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
3 Month SOFR USD + 2.75%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
6.67%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
1/22/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
May 01, 2031
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 621,835
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
597,924
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 567,817
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.60%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Healthcare - Heartland Dental LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
1 Month SOFR USD + 4.50%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
9.09%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
12/6/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Apr. 28, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 982,538
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
986,065
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 982,724
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
1.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Healthcare - Team Services Holdings, Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
3 Month SOFR USD + 5.25%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
9.17%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
1/30/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Jan. 31, 2033
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 385,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
381,380
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 375,737
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Homebuilders/Real Estate |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
$ 6,360,727
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 6,480,000
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
6.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Homebuilders/Real Estate - Sisu Energy & Environmental, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[12],[14] |
3 Month SOFR USD + 7.50%
|
|
|
|
| Floor |
[4],[6],[12],[14] |
2.00%
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[12],[14] |
11.19%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[12],[14] |
1/30/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[12],[14] |
Jan. 30, 2031
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[12],[14] |
$ 6,480,000
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12],[14] |
6,360,727
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12],[14] |
$ 6,480,000
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12],[14] |
6.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
$ 742,635
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 748,272
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
0.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Services - Gloves Buyer Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
1 Month SOFR USD + 4.00%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
8.57%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
1/17/2025, 6/2/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Jan. 17, 2032
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 746,250
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
742,635
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 748,272
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Technology |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
$ 1,675,838
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 1,639,026
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
1.60%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Technology - FTAI Infrastructure Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
1 Month SOFR USD + 3.00%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
8.09%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
6/24/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Jun. 27, 2031
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 1,182,068
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
1,183,463
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 1,173,202
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
1.10%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Technology - Rocket Software, Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[9],[12],[14] |
1 Month SOFR USD + 3.75%
|
|
|
|
| Floor |
[4],[6],[9],[12],[14] |
0.50%
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[9],[12],[14] |
8.84%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[9],[12],[14] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[9],[12],[14] |
12/11/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[9],[12],[14] |
Nov. 28, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[9],[12],[14] |
$ 491,288
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[9],[12],[14] |
492,375
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[9],[12],[14] |
$ 465,824
|
|
|
|
| Percentage of Net Assets |
[4],[6],[9],[12],[14] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Transportation Excluding Air/Rail |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
$ 17,200,837
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 17,523,553
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
17.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Transportation Excluding Air/Rail - Bison Infrastructure Services, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[12] |
|
|
|
|
| Floor |
[4],[6],[12] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[12] |
12.50%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[12] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[12] |
2/6/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[12] |
Feb. 06, 2030
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[12] |
$ 8,989,033
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12] |
8,785,873
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12] |
$ 8,956,043
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12] |
8.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Senior Secured Loan Debt Investments - Transportation Excluding Air/Rail - Guardian Fleet Services, Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[4],[6],[12],[14] |
3 Month SOFR USD + 9.00%
|
|
|
|
| Floor |
[4],[6],[12],[14] |
2.50%
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[12],[14] |
13.14%
|
|
|
|
| Payment- In- Kind Interest Rate |
[4],[6],[12],[14] |
1.75%
|
|
|
|
| Acquisition Date(s) |
[4],[6],[12],[14] |
12/18/2024, 4/2/2025, 7/30/2025, 9/30/2025
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[12],[14] |
Feb. 10, 2028
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[12],[14] |
$ 8,479,902
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[12],[14] |
8,414,964
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[12],[14] |
$ 8,567,510
|
|
|
|
| Percentage of Net Assets |
[4],[6],[12],[14] |
8.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 3,444,741
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 3,512,467
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
3.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Short-Term Investments |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 14,045,778
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 14,045,778
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
13.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Short-Term Investments - Money Market Funds - First American Treasury Obligation Class X - Money Market Fund |
|
|
|
|
|
| Spread Above Index |
[4],[6],[15] |
|
|
|
|
| Floor |
[4],[6],[15] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[15] |
3.66%
|
|
|
|
| Acquisition Date(s) |
[4],[6],[15] |
2/1/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[15] |
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[15] |
$ 14,045,778
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[15] |
14,045,778
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[15] |
$ 14,045,778
|
|
|
|
| Percentage of Net Assets |
[4],[6],[15] |
13.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Super Retail |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 3,422,678
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 3,467,574
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
3.40%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Technology |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 731,612
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 730,111
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.70%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Telecommunications |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 291,645
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 294,621
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.30%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Transportation Excluding Air/Rail |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 487,407
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 478,834
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.50%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Utilities |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
$ 1,881,895
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 1,885,007
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
1.80%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Warrants |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 256,052
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.20%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Warrants - Diversified Financial Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Warrants - Diversified Financial Services - PayArc Holdings, LLC - Warrants |
|
|
|
|
|
| Spread Above Index |
[4],[6],[13] |
|
|
|
|
| Floor |
[4],[6],[13] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6],[13] |
|
|
|
|
| Acquisition Date(s) |
[4],[6],[13] |
6/30/2026
|
|
|
|
| Maturity/ Expiration Date |
[4],[6],[13] |
May 22, 2036
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6],[13] |
$ 88,718
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6],[13] |
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8],[13] |
|
|
|
|
| Percentage of Net Assets |
[4],[6],[13] |
0.00%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Warrants - Transportation Excluding Air/Rail |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 256,052
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.20%
|
|
|
|
| Investment, Identifier [Axis]: Investments - non-controlled/non-affiliated - Warrants - Transportation Excluding Air/Rail - Guardian Fleet Services, Inc. - Warrants |
|
|
|
|
|
| Spread Above Index |
[4],[6] |
|
|
|
|
| Floor |
[4],[6] |
|
|
|
|
| Interest Rate/ Discount Rate |
[4],[6] |
|
|
|
|
| Acquisition Date(s) |
[4],[6] |
12/18/2024
|
|
|
|
| Maturity/ Expiration Date |
[4],[6] |
|
|
|
|
| Principal/ Units (in Dollars) |
[4],[6] |
$ 241,912
|
|
|
|
| Amortized Cost (in Dollars) |
[4],[5],[6] |
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 256,052
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.20%
|
|
|
|
| Investment, Identifier [Axis]: Net Assets |
|
|
|
|
|
| Fair Value (in Dollars) |
|
$ 102,871,977
|
[4],[6],[8] |
$ 96,346,512
|
[1],[2],[3] |
| Percentage of Net Assets |
|
100.00%
|
[4],[6] |
100.00%
|
[1],[2] |
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments |
|
|
|
|
|
| Amortized Cost (in Dollars) |
|
$ 101,398,039
|
[4],[5],[6] |
$ 92,849,880
|
[1],[2],[7] |
| Fair Value (in Dollars) |
|
$ 102,368,979
|
[4],[6],[8] |
$ 94,254,388
|
[1],[2],[3] |
| Percentage of Net Assets |
|
99.50%
|
[4],[6] |
97.90%
|
[1],[2] |
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 40,723,252
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 41,486,860
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
43.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Airlines |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 1,830,928
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 1,884,539
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Airlines - American Airlines Corp. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
5.50%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
1/23/2024, 10/21/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Apr. 20, 2026
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 279,167
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
276,725
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 279,564
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Airlines - Onesky Flight LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
8.88%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/23/2024, 12/31/2024, 1/30/2025, 2/3/2025, 8/22/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Dec. 15, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,554,203
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 1,604,975
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.70%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Automotive & Auto Parts |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 501,202
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 501,600
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Automotive & Auto Parts - Tenneco Inc.- Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
8.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Nov. 17, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
501,202
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 501,600
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Broadcasting |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 517,846
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 517,811
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Broadcasting - Univision Communications - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
8.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/19/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Aug. 15, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
517,846
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 517,811
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Building Materials |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 2,476,472
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 2,483,096
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.60%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Building Materials - New Enterprise Stone - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
5.25%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
8/28/2025, 10/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Jul. 15, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 2,000,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,994,206
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 2,000,442
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Building Materials - Standard Industries Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.38%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/19/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Jul. 15, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
482,266
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 482,654
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Chemicals |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 4,378,782
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 4,436,704
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
4.60%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Chemicals - Olympus Water US Holdings Corp. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.25%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
6/27/2024, 12/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Oct. 01, 2027
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,000,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
963,068
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 970,523
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Chemicals - Scih Salt Holdings Inc - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.88%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
9/3/2024, 9/4/2024, 10/4/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
May 01, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,350,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,310,400
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,350,246
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.40%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Chemicals - Wr Grace Holding LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.88%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
2/2/2024, 10/4/2024, 12/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Jun. 15, 2027
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 2,122,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
2,105,314
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 2,115,935
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Consumer Products |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 1,481,688
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16] |
|
|
$ 1,487,096
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.60%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Consumer Products - Energizer Holdings Inc.- Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16],[17] |
|
|
|
|
| Floor |
[1],[2],[16],[17] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16],[17] |
|
|
4.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16],[17] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16],[17] |
|
|
12/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16],[17] |
|
|
Jun. 15, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16],[17] |
|
|
$ 1,500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16],[17] |
|
|
1,481,688
|
|
| Fair Value (in Dollars) |
[1],[2],[8],[16],[17] |
|
|
$ 1,487,096
|
|
| Percentage of Net Assets |
[1],[2],[16],[17] |
|
|
1.60%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Containers |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 1,249,302
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,254,398
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Containers - Owens-brockway - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16],[17] |
|
|
|
|
| Floor |
[1],[2],[16],[17] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16],[17] |
|
|
6.63%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16],[17] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16],[17] |
|
|
2/7/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16],[17] |
|
|
May 13, 2027
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16],[17] |
|
|
$ 1,250,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16],[17] |
|
|
1,249,302
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16],[17] |
|
|
$ 1,254,398
|
|
| Percentage of Net Assets |
[1],[2],[16],[17] |
|
|
1.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Diversified Financial Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 4,048,673
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 4,159,653
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
4.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Diversified Financial Services - Aquarian - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
7.88%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
8/28/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Nov. 01, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 700,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
727,674
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 707,767
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.70%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Diversified Financial Services - Azorra Finance - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
7.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
10/18/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Apr. 15, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,250,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,250,000
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,320,110
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.40%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Diversified Financial Services - Dcli Bidco LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
7.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
10/31/2024, 1/8/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Nov. 15, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,125,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,140,939
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,156,049
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Diversified Financial Services - Provident Fdg - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
9.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
9/10/2024, 9/17/2024, 10/4/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Sep. 15, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 925,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
930,060
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 975,727
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Energy |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 2,578,083
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 2,637,026
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.70%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Energy - Ascent Resources - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16],[17] |
|
|
|
|
| Floor |
[1],[2],[16],[17] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16],[17] |
|
|
6.63%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16],[17] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16],[17] |
|
|
10/15/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16],[17] |
|
|
Oct. 15, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16],[17] |
|
|
$ 1,100,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16],[17] |
|
|
1,100,000
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16],[17] |
|
|
$ 1,137,217
|
|
| Percentage of Net Assets |
[1],[2],[16],[17] |
|
|
1.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Energy - Rockies Express Pipeline - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.80%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
May 15, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
489,834
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 491,722
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Energy - Tallgrass Nrg Prtnr/fin - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
6.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
9/4/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Dec. 31, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,000,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
988,249
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,008,087
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Gaming |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 1,174,456
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,186,455
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Gaming - Great Canadian Gaming Co - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
8.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
11/8/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Nov. 15, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 175,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
175,000
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 176,776
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Gaming - Penn Entertainment Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16],[17] |
|
|
|
|
| Floor |
[1],[2],[16],[17] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16],[17] |
|
|
5.63%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16],[17] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16],[17] |
|
|
2/14/2024, 2/15/2024, 2/20/2024, 2/22/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16],[17] |
|
|
Jan. 15, 2027
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16],[17] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16],[17] |
|
|
492,092
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16],[17] |
|
|
$ 499,314
|
|
| Percentage of Net Assets |
[1],[2],[16],[17] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Gaming - Rivers Enterprise - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
6.25%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Oct. 15, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
507,364
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 510,365
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Healthcare |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 1,505,121
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,532,417
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.60%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Healthcare - Prime Healthcare Service - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
9.38%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
8/15/2029, 8/29/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Sep. 01, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
500,000
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 525,002
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.60%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Healthcare - Us Acute Care Solutions - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
9.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
8/28/2025, 12/19/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
May 15, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,000,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,005,121
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,007,415
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Homebuilders/Real Estate |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 2,442,275
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 2,476,831
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Homebuilders/Real Estate - Blackstone Mortgage - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16],[17] |
|
|
|
|
| Floor |
[1],[2],[16],[17] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16],[17] |
|
|
3.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16],[17] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16],[17] |
|
|
8/28/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16],[17] |
|
|
Jan. 15, 2027
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16],[17] |
|
|
$ 1,000,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16],[17] |
|
|
986,760
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16],[17] |
|
|
$ 989,956
|
|
| Percentage of Net Assets |
[1],[2],[16],[17] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Homebuilders/Real Estate - Shea Homes Lp - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
7/8/2024, 7/9/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Feb. 15, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,455,515
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,486,875
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Insurance |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 486,513
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 487,579
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Insurance - Acrisure LLC / Fin Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.25%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Feb. 15, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
486,513
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 487,579
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Metals/Mining |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 481,278
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 483,000
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Metals/Mining - Novelis Corp. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/19/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Jan. 30, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
481,278
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 483,000
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Publishing/Printing |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 2,659,545
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 2,702,967
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.90%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Publishing/Printing - Cimpress Plc - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
7.38%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
8/28/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Sep. 15, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,000,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,002,366
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,020,004
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Publishing/Printing - McGraw-Hill Education - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
5.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
9/11/2024, 9/12/2024, 10/4/2024, 11/19/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Aug. 01, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,675,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,657,179
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,682,963
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.80%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Railroads |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 1,030,404
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,046,850
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Railroads - Watco Cos LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
7.13%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
9/17/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Aug. 01, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,000,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,030,404
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,046,850
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 2,740,396
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 2,796,786
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.90%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Services - Allied Universal Holdco - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.63%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Jun. 01, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,479,855
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,479,438
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Services - Allied Universal Holdco One - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
7.88%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
8/1/2024, 8/8/2024, 9/16/2024, 9/17/2024, 10/4/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Feb. 15, 2031
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,250,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,260,541
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,317,348
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.40%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Services - Wash Bidco Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD +3.25%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
7.51%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
9/19/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Aug. 09, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 362,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
361,132
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 364,715
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.40%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Super Retail |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 2,950,762
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 3,056,239
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
3.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Super Retail - Champ Acquisition Corp. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
8.38%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
11/25/2024, 10/31/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Dec. 01, 2031
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 775,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
814,021
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 837,204
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.90%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Super Retail - Ken Garff Automotive LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.88%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
6/27/2024, 10/4/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Sep. 15, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,300,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,240,434
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,295,736
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Super Retail - Victra Hldg - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
8.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
9/18/2024, 10/4/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Sep. 15, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 875,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
896,307
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 923,299
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Technology |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 2,315,433
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 2,383,456
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Technology - Cloud Software Grp Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
8.25%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
5/8/2024, 9/19/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Jun. 30, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 250,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
246,842
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 253,272
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Technology - Cloud Software Grp Inc. One - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
6.50%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
1/8/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Mar. 31, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,175,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
1,193,591
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,227,922
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Technology - Rocket Software Inc. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
9.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
4/16/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Nov. 28, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 875,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
875,000
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 902,262
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.90%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Transportation Excluding Air/Rail |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 1,185,522
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 1,218,225
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Transportation Excluding Air/Rail - Beacon Mobility Corp. - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
7.25%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
6/17/2025, 7/2/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Aug. 01, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 700,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
700,000
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 732,113
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.80%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Transportation Excluding Air/Rail - Frst Stu Bid/frst Trans - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
4.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/19/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Jul. 31, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
485,522
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 486,112
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Utilities |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 2,688,571
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 2,754,132
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
2.80%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Utilities - Alpha Generation LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
6.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
9/30/2024, 10/4/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Oct. 15, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 875,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
883,067
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 904,326
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.90%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Utilities - Lightning Power LLC - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
7.25%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
8/7/2024, 8/16/2024, 10/4/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Aug. 15, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 800,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
807,649
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 850,785
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
0.90%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Corporate Bond Investments - Utilities - Terraform Power Operating - Corporate Bond |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
5.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16] |
|
|
12/10/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
Jan. 31, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 1,000,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
997,855
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 999,021
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Equity Investments |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[20] |
|
|
$ 3,131,028
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[20] |
|
|
$ 3,197,792
|
|
| Percentage of Net Assets |
[1],[2],[20] |
|
|
3.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Equity Investments - Preferred Stock |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[20] |
|
|
$ 3,131,028
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[20] |
|
|
$ 3,197,792
|
|
| Percentage of Net Assets |
[1],[2],[20] |
|
|
3.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Equity Investments - Preferred Stock - Diversified Support Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[20] |
|
|
$ 495,570
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[20] |
|
|
$ 404,820
|
|
| Percentage of Net Assets |
[1],[2],[20] |
|
|
0.40%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Equity Investments - Preferred Stock - Diversified Support Services - PSA Holdings, LLC - Preferred Stock |
|
|
|
|
|
| Spread Above Index |
[1],[2],[20],[21] |
|
|
|
|
| Floor |
[1],[2],[20],[21] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[20],[21] |
|
|
8.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[20],[21] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[20],[21] |
|
|
3/19/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[20],[21] |
|
|
|
|
| Principal/ Units (in Dollars) |
[1],[2],[20],[21] |
|
|
$ 495,570
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[20],[21] |
|
|
495,570
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[20],[21] |
|
|
$ 404,820
|
|
| Percentage of Net Assets |
[1],[2],[20],[21] |
|
|
0.40%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Equity Investments - Preferred Stock - Transportation Excluding Air/Rail |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[20] |
|
|
$ 984,960
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[20] |
|
|
$ 629,126
|
|
| Percentage of Net Assets |
[1],[2],[20] |
|
|
0.70%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Equity Investments - Preferred Stock - Transportation Excluding Air/Rail - Bison Infrastructure Services, LLC - Preferred Stock |
|
|
|
|
|
| Spread Above Index |
[1],[2],[3],[20],[21] |
|
|
|
|
| Floor |
[1],[2],[3],[20],[21] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[3],[20],[21] |
|
|
8.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[3],[20],[21] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[3],[20],[21] |
|
|
2/6/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[3],[20],[21] |
|
|
|
|
| Principal/ Units (in Dollars) |
[1],[2],[3],[20],[21] |
|
|
$ 984,960
|
|
| Amortized Cost (in Dollars) |
[1],[2],[3],[7],[20],[21] |
|
|
984,960
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[20],[21] |
|
|
$ 629,126
|
|
| Percentage of Net Assets |
[1],[2],[3],[20],[21] |
|
|
0.70%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Equity Investments - Preferred Stock - Transportation Infrastructure |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[20] |
|
|
$ 1,650,498
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[20] |
|
|
$ 2,163,846
|
|
| Percentage of Net Assets |
[1],[2],[20] |
|
|
2.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Equity Investments - Preferred Stock - Transportation Infrastructure - Guardian Fleet Services, Inc. - Preferred Stock |
|
|
|
|
|
| Spread Above Index |
[1],[2],[20],[21] |
|
|
|
|
| Floor |
[1],[2],[20],[21] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[20],[21] |
|
|
4.75%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[20],[21] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[20],[21] |
|
|
12/18/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[20],[21] |
|
|
|
|
| Principal/ Units (in Dollars) |
[1],[2],[20],[21] |
|
|
$ 1,650,498
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[20],[21] |
|
|
1,650,498
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[20],[21] |
|
|
$ 2,163,846
|
|
| Percentage of Net Assets |
[1],[2],[20],[21] |
|
|
2.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Money Market Funds |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
$ 6,217,008
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 6,217,008
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
6.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Money Market Funds - First American Treasury Obligation Class X - Money Market Fund |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16] |
|
|
|
|
| Floor |
[1],[2],[16] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16] |
|
|
3.66%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[7],[16] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[3],[16] |
|
|
2/1/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16] |
|
|
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16] |
|
|
$ 6,217,008
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16] |
|
|
6,217,008
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16] |
|
|
$ 6,217,008
|
|
| Percentage of Net Assets |
[1],[2],[16] |
|
|
6.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 42,778,592
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 43,344,626
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
45.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Building Materials |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 2,126,475
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 2,127,999
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
2.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Building Materials - Chariot Buyer LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD + 3.00%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
7.26%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
9/16/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Sep. 08, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 149,250
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
149,250
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 149,468
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Building Materials - MIWD Holdco II LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16],[18],[19] |
|
|
1 Month SOFR USD + 2.75%
|
|
| Floor |
[1],[2],[16],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16],[18],[19] |
|
|
7.59%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16],[18],[19] |
|
|
10/15/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16],[18],[19] |
|
|
Mar. 28, 2031
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16],[18],[19] |
|
|
$ 493,759
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16],[18],[19] |
|
|
495,263
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16],[18],[19] |
|
|
$ 493,606
|
|
| Percentage of Net Assets |
[1],[2],[16],[18],[19] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Building Materials - Tamko Building Products, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
3 Month SOFR USD +2.75%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
7.34%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
6/18/24, 6/27/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Sep. 20, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 1,477,538
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
1,481,962
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 1,484,925
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Capital Goods |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 1,697,208
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 1,707,063
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.80%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Capital Goods - Arcline FM Holdings, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
3 Month SOFR USD +2.75%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
9.09%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
7/19/2024, 8/12/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Jun. 24, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 668,271
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
667,478
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 670,149
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.70%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Capital Goods - Husky Injection Molding Sys LTD - Delayed Draw Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD + 2.25%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
7.67%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
12/8/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Feb. 15, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 58,824
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 376
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Capital Goods - Nvent Thermal LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD +3.50%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
8.09%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
9/12/2024, 9/16/2024, 2/18/2025, 2/24/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Jan. 30, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 1,030,418
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
1,029,730
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 1,036,538
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Collateralized Debt Obligation |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 501,125
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 501,007
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Collateralized Debt Obligation - Neub 2022-50a Br - Collateralized Loan Obligation |
|
|
|
|
|
| Spread Above Index |
[1],[2],[17],[18],[19] |
|
|
3 Month SOFR USD + 1.65%
|
|
| Floor |
[1],[2],[17],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[17],[18],[19] |
|
|
6.28%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[17],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[17],[18],[19] |
|
|
11/21/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[17],[18],[19] |
|
|
Jul. 23, 2036
|
|
| Principal/ Units (in Dollars) |
[1],[2],[17],[18],[19] |
|
|
$ 500,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[17],[18],[19] |
|
|
501,125
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[17],[18],[19] |
|
|
$ 501,007
|
|
| Percentage of Net Assets |
[1],[2],[17],[18],[19] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Consumer Products |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 1,147,391
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 1,138,350
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Consumer Products - ACP Tara Holdings Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
3 Month SOFR USD +3.25%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
7.51%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
9/17/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Sep. 17, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 160,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
159,602
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 160,800
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Consumer Products - MRO Maryruth - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD + 4.75%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
0.75%
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
8.45%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
11/5/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Sep. 30, 2031
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 997,500
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
987,789
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 977,550
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Containers |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 2,017,245
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 2,011,610
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
2.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Containers - Clydesdale Acquisition Holdings Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD +3.175%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
0.50%
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
7.76%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
5/28/2024, 9/5/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Apr. 13, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 827,820
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
832,245
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 827,961
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.90%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Containers - Veritiv Operating Co.- Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
3 Month SOFR USD +4.00%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
9.09%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
6/27/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Nov. 29, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 1,185,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
1,185,000
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 1,183,649
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Diversified Financial Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 468,309
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 470,250
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Diversified Financial Services - Dragon Buyer Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
3 Month SOFR USD +2.75%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
7.84%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
9/24/2024, 10/15/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Sep. 30, 2031
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 470,250
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
468,309
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 470,250
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Diversified Support Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 3,841,894
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 3,901,295
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
4.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Diversified Support Services - PSA Holdings, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16],[18],[19] |
|
|
|
|
| Floor |
[1],[2],[16],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16],[18],[19] |
|
|
13.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16],[18],[19] |
|
|
3/19/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[16],[18],[19] |
|
|
Mar. 19, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16],[18],[19] |
|
|
$ 3,891,896
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16],[18],[19] |
|
|
3,841,894
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16],[18],[19] |
|
|
$ 3,901,295
|
|
| Percentage of Net Assets |
[1],[2],[16],[18],[19] |
|
|
4.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Food/Beverage/Tobacco |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 46,882
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 47,038
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Food/Beverage/Tobacco - Savor Acquisition Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD + 3.00%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
6.92%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
12/17/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Feb. 19, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 46,882
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
46,882
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 47,038
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Health Care Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 6,828,284
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 6,997,377
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
7.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Health Care Services - Carolina Center for Autism Services, LLC - Delayed Draw Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
13.00%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
2.00%
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
11/21/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[7],[18],[19] |
|
|
Nov. 21, 2029
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 6,944,231
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
6,828,284
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 6,997,377
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
7.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Healthcare |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 991,016
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 990,867
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Healthcare - Heartland Dental LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD + 4.5%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
9.09%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
12/6/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Apr. 28, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 987,500
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
991,016
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 990,867
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Homebuilders/Real Estate |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 855,365
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 853,991
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.90%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Homebuilders/Real Estate - Cushman & Wakefield US Borrower LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[17],[18],[19] |
|
|
1 Month SOFR USD +2.75%
|
|
| Floor |
[1],[2],[17],[18],[19] |
|
|
0.50%
|
|
| Interest Rate/ Discount Rate |
[1],[2],[17],[18],[19] |
|
|
7.84%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[17],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[17],[18],[19] |
|
|
5/6/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[17],[18],[19] |
|
|
Jan. 31, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[17],[18],[19] |
|
|
$ 849,624
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[17],[18],[19] |
|
|
855,365
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[17],[18],[19] |
|
|
$ 853,991
|
|
| Percentage of Net Assets |
[1],[2],[17],[18],[19] |
|
|
0.90%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Services |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 1,232,384
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 1,235,483
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.30%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Services - DXP Enterprises Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
3 Month SOFR USD +3.25%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
1.00%
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
7.17%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
12/23/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Oct. 07, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 124,688
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
124,688
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 125,591
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.10%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Services - Gloves Buyer Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD + 4.0%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
8.57%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
1/17/2025, 6/2/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Jan. 17, 2032
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 750,000
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
746,564
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 745,177
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.80%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Technology |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 1,684,057
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 1,680,410
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.70%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Technology - Fortress Trans & Infrast - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR USD +3.00%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
8.09%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
6/24/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[7],[18],[19] |
|
|
Jun. 27, 2031
|
|
| Principal/ Units (in Dollars) |
[1],[2],[18],[19] |
|
|
$ 1,188,023
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
1,189,383
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 1,186,918
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
1.20%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Technology - Rocket Software, Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[18],[19] |
|
|
1 Month SOFR + 3.75%
|
|
| Floor |
[1],[2],[18],[19] |
|
|
0.50%
|
|
| Interest Rate/ Discount Rate |
[1],[2],[18],[19] |
|
|
8.84%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[18],[19] |
|
|
12/11/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[18],[19] |
|
|
Nov. 28, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 493,769
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
494,674
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 493,492
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
0.50%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Transportation Excluding Air/Rail |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 11,005,915
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 11,227,580
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
11.70%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Transportation Excluding Air/Rail - Bison Infrastructure Services, LLC - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16],[18],[19] |
|
|
|
|
| Floor |
[1],[2],[16],[18],[19] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16],[18],[19] |
|
|
12.50%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16],[18],[19] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[16],[18],[19] |
|
|
2/6/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16],[18],[19] |
|
|
Feb. 06, 2030
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16],[18],[19] |
|
|
$ 11,213,770
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16],[18],[19] |
|
|
11,005,915
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16],[18],[19] |
|
|
$ 11,227,580
|
|
| Percentage of Net Assets |
[1],[2],[16],[18],[19] |
|
|
11.70%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Transportation Infrastructure |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[18],[19] |
|
|
$ 8,335,042
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[18],[19] |
|
|
$ 8,454,306
|
|
| Percentage of Net Assets |
[1],[2],[18],[19] |
|
|
8.80%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Senior Secured Loan Debt Investments - Transportation Infrastructure - Guardian Fleet Services, Inc. - Term Loan |
|
|
|
|
|
| Spread Above Index |
[1],[2],[16],[18],[19] |
|
|
3 Month SOFR USD +9.00%
|
|
| Floor |
[1],[2],[16],[18],[19] |
|
|
2.50%
|
|
| Interest Rate/ Discount Rate |
[1],[2],[16],[18],[19] |
|
|
13.14%
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[16],[18],[19] |
|
|
1.75%
|
|
| Acquisition Date(s) |
[1],[2],[16],[18],[19] |
|
|
12/18/2024, 4/2/2025, 7/30/2025, 9/30/2025
|
|
| Maturity/ Expiration Date |
[1],[2],[16],[18],[19] |
|
|
Feb. 10, 2028
|
|
| Principal/ Units (in Dollars) |
[1],[2],[16],[18],[19] |
|
|
$ 8,405,780
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[16],[18],[19] |
|
|
8,335,042
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[16],[18],[19] |
|
|
$ 8,454,306
|
|
| Percentage of Net Assets |
[1],[2],[16],[18],[19] |
|
|
8.80%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Warrants |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7] |
|
|
|
|
| Fair Value (in Dollars) |
[1],[2],[3] |
|
|
$ 8,102
|
|
| Percentage of Net Assets |
[1],[2] |
|
|
0.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Warrants Transportation Infrastructure |
|
|
|
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7] |
|
|
|
|
| Fair Value (in Dollars) |
[1],[2],[3] |
|
|
$ 8,102
|
|
| Percentage of Net Assets |
[1],[2] |
|
|
0.00%
|
|
| Investment, Identifier [Axis]: Non-Controlled/Non-Affiliated Investments - Warrants Transportation Infrastructure - Guardian Fleet Services, Inc. - Warrants |
|
|
|
|
|
| Spread Above Index |
[1],[2],[21] |
|
|
|
|
| Floor |
[1],[2],[21] |
|
|
|
|
| Interest Rate/ Discount Rate |
[1],[2],[21] |
|
|
|
|
| Payment- In- Kind Interest Rate |
[1],[2],[21] |
|
|
|
|
| Acquisition Date(s) |
[1],[2],[21] |
|
|
12/18/2024
|
|
| Maturity/ Expiration Date |
[1],[2],[21] |
|
|
|
|
| Principal/ Units (in Dollars) |
[1],[2],[21] |
|
|
$ 241,912
|
|
| Amortized Cost (in Dollars) |
[1],[2],[7],[21] |
|
|
|
|
| Fair Value (in Dollars) |
[1],[2],[3],[21] |
|
|
$ 8,102
|
|
| Percentage of Net Assets |
[1],[2],[21] |
|
|
0.00%
|
|
| Investment, Identifier [Axis]: Other Assets in Excess of Liabilities |
|
|
|
|
|
| Fair Value (in Dollars) |
[4],[6],[8] |
$ 502,998
|
|
|
|
| Percentage of Net Assets |
[4],[6] |
0.50%
|
|
|
|
|
|