MondegarAI
LOOMIS SAYLES & CO L P

Q3 2024 · 13F-HR

LOOMIS SAYLES & CO L Pholdings as filed

Filed 2024-11-13 · accession 0000312348-24-000037

$76.2M
Reported value
692
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 692

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$5.6M7.31%45,849,435CommonSOLE
30303M102METAMETA PLATFORMS INC$4.7M6.13%8,151,082CommonSOLE
88160R101TSLATESLA INC$4.2M5.54%16,121,938CommonSOLE
023135106AMZNAMAZON.COM INC$3.8M5.05%20,661,134CommonSOLE
02079K305GOOGLALPHABET INC-CL A$3.1M4.12%18,907,528CommonSOLE
68389X105ORCLORACLE CORP$3.1M4.08%18,237,427CommonSOLE
64110L106NFLXNETFLIX.COM INC$3.0M3.98%4,269,533CommonSOLE
594918104MSFTMICROSOFT CORP$2.7M3.60%6,365,228CommonSOLE
92826C839VVISA INC-CLASS A SHRS$2.7M3.56%9,856,608CommonSOLE
097023105BABOEING CO$2.2M2.91%14,573,538CommonSOLE
79466L302CRMSALESFORCE.COM INC$1.8M2.42%6,727,734CommonSOLE
052769106ADSKAUTODESK INC$1.7M2.18%6,017,590CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.4M1.87%3,068,214CommonSOLE
254687106DISTHE WALT DISNEY CO$1.4M1.87%14,799,073CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORPORATION$1.4M1.86%27,142,970CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.2M1.63%1,181,352CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$1.2M1.59%15,083,210CommonSOLE
670100205NVONOVO-NORDISK A/S SPONS ADR$1.0M1.35%8,623,915CommonSOLE
747525103QCOMQUALCOMM INC$1.0M1.33%5,941,432CommonSOLE
855244109SBUXSTARBUCKS CORP$968,5211.27%9,934,571CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$876,0931.15%1,783,323CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$802,9111.05%1,298,012CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$780,2721.02%5,938,147CommonSOLE
02079K107GOOGALPHABET INC-CL C$778,5631.02%4,656,754CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$714,2860.94%1,553,303CommonSOLE
66987V109NVSNOVARTIS AG SPON ADR$663,6240.87%5,769,638CommonSOLE
784117103SEICSEI INVESTMENTS CO$632,9450.83%9,147,929CommonSOLE
654106103NKENIKE INC CL B$575,3420.76%6,508,394CommonSOLE
452327109ILMNILLUMINA INC$566,3370.74%4,342,740CommonSOLE
988498101YUMYUM! BRANDS INC$555,4900.73%3,976,025CommonSOLE
98138H101WDAYWORKDAY INC$532,5540.70%2,178,935CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$526,0040.69%6,741,044CommonSOLE
852234103XYZBLOCK INC$525,0090.69%7,820,783CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-SP ADR$519,7230.68%4,897,495CommonSOLE
78409V104SPGIS&P GLOBAL$501,3840.66%970,508CommonSOLE
57636Q104MAMASTERCARD INC-CLASS A$427,9200.56%866,586CommonSOLE
G54950103LINLINDE PLC$385,7550.51%808,949CommonSOLE
91324P102UNHUNITEDHEALTH GROUP$382,0910.50%653,503CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$360,8110.47%648,427CommonSOLE
701094104PHPARKER HANNIFIN$351,4040.46%556,178CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC COMMON STOCK NEW$346,9080.46%301,240CommonSOLE
437076102HDHOME DEPOT$335,4950.44%827,974CommonSOLE
244199105DEDEERE & CO$325,8510.43%780,799CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL$314,7900.41%209,902CommonSOLE
464288513HYGISHARES IBOXX HIGH YIELD COR$313,4780.41%3,903,830CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$313,3440.41%353,454CommonSOLE
009066101ABNBAIRBNB INC$289,6750.38%2,284,326CommonSOLE
09247X101BLKCHFBLACKROCK INC$286,4240.38%301,655CommonSOLE
235851102DHRDANAHER CORP$267,2400.35%961,226CommonSOLE
63875W406LSGRNATIXIS LOOMIS FOCUSED GRWTH$254,1030.33%7,180,978CommonSOLE
98850P109YUMCYUM CHINA HOLDINGS INC$243,4240.32%5,407,008CommonSOLE
46625H100JPMJP MORGAN CHASE & CO$228,3540.30%1,082,967CommonSOLE
231021106CMICUMMINS ENGINE$221,7620.29%684,893CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR ADR$213,9570.28%1,231,973CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$186,8220.25%377,334CommonSOLE
58733R102MELIMERCADOLIBRE INC$183,0800.24%89,222CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$165,0970.22%696,700CommonSOLE
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL CVT$156,1450.21%2,221,448CommonSOLE
G1151C101ACNACCENTURE LTD CL A$151,7950.20%429,430CommonSOLE
00724F101ADBEADOBE SYS$150,3820.20%290,436CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$144,4740.19%525,303CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$141,8010.19%364,780CommonSOLE
407497106HLNEHAMILTON LANE INC-CLASS A$132,2370.17%785,301CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$128,3310.17%661,976CommonSOLE
042068205ARMARM HOLDINGS PLC$128,2370.17%896,700CommonSOLE
589889104MMSIMERIT MEDICAL SYSTEMS$108,4320.14%1,097,156CommonSOLE
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORP CVT$103,9200.14%4,186,953CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAPITAL FUNDING INC CVT$99,8440.13%3,018,242CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$99,6100.13%1,243,267CommonSOLE
26622P107DOCSDOXIMITY INC-CLASS A$99,0010.13%2,272,231CommonSOLE
882508104TXNTEXAS INSTRUMENTS$98,5380.13%477,022CommonSOLE
42226A107HQYHEALTHEQUITY INC$92,2160.12%1,126,645CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLINES CO CVT$91,5430.12%3,089,526CommonSOLE
G48833118WFRDWEATHERFORD INTL$89,8000.12%1,057,462CommonSOLE
457669307INSMINSMED INC$88,3430.12%1,210,187CommonSOLE
377322102GKOSGLAUKOS CORP$87,7760.12%673,751CommonSOLE
039653100ACAARCOSA INC$87,1790.11%919,999CommonSOLE
01741R102ATIALLEGHENY TECHNOLOGIES INC$86,7930.11%1,297,155CommonSOLE
75524B104RBCRBC BEARINGS INC$84,8560.11%283,437CommonSOLE
147448104CWSTCASELLA WASTE SYSTEMS INC CL A$84,4650.11%848,976CommonSOLE
185123106CWANCLEARWATER ANALYTICS HDS-A$83,1860.11%3,294,482CommonSOLE
48242W106KBRKBR INC$81,8400.11%1,256,562CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$77,9900.10%466,225CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$76,9870.10%446,560CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC CLASS A$75,4330.10%427,142CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$74,4870.10%3,050,253CommonSOLE
55405Y100MTSIMA-COM TECHNOLOGY SOLUTIONS$71,9350.09%646,546CommonSOLE
45827U109INTAINTAPP INC$71,3920.09%1,492,620CommonSOLE
922280102VRNSVARONIS SYSTEMS INC$71,0530.09%1,257,580CommonSOLE
007973100AEISADVANCED ENERGY INDS$70,1430.09%666,506CommonSOLE
45826H109ITGRINTEGER HOLDINGS CORP$69,9430.09%538,027CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$68,6960.09%205,798CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP - A$67,9500.09%2,782,550CommonSOLE
69343T107PJTPJT PARTNERS INC - A$65,7110.09%492,809CommonSOLE
89677Q107TCOMTRIP.COM GROUP LTD$65,0270.09%1,094,185CommonSOLE
96208T104WEXWEX INC$64,6110.08%308,065CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$63,7400.08%422,373CommonSOLE
05589G102BWINBALDWIN INSURANCE GROUP INC$63,6530.08%1,278,177CommonSOLE
428291108HXLHEXCEL CORP$63,6030.08%1,028,690CommonSOLE
92538J106VERXVERTEX INC - CLASS A$60,3070.08%1,565,994CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$59,9730.08%2,189,601CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY SOLUTIONS INC$59,6960.08%2,562,035CommonSOLE
750491102RDNTRADNET INC$59,6150.08%859,136CommonSOLE
498894104KNFKNIFE RIVER CORP$59,0170.08%660,225CommonSOLE
465741106ITRIITRON INC$58,0920.08%543,885CommonSOLE
127203107WHDCACTUS INC-CLASS A$58,0390.08%972,654CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$57,8990.08%428,214CommonSOLE
302941109FCNFTI CONSULTING INC$57,8050.08%254,022CommonSOLE
98139A105WKWORKIVA INC$57,6290.08%728,375CommonSOLE
05478C105AZEKTHE AZEK CO INC$57,2260.08%1,222,787CommonSOLE
45073V108ITTITT INC$57,0500.07%381,580CommonSOLE
01973R101ALSNALLISON TRANSMISSION HOLDING$56,9740.07%593,044CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-CLASS A$56,9010.07%271,124CommonSOLE
296315104ESEESCO TECHNOLOGIES$56,5630.07%438,536CommonSOLE
012348108AINALBANY INTL CORP-CL A$56,5310.07%636,254CommonSOLE
00091G104ACVAACV AUCTIONS INC-A$55,6030.07%2,735,055CommonSOLE
859241101STRLSTERLING CONSTRUCTION CO$55,2480.07%380,972CommonSOLE
683344105ONTOONTO INNOVATION INC$55,2110.07%266,000CommonSOLE
72407810062CPIPER SANDLER COS$55,0550.07%193,983CommonSOLE
00847J105AGYSAGILYSYS INC$54,7490.07%502,422CommonSOLE
607828100MODMODINE MANUFACTURING CO$54,6760.07%411,752CommonSOLE
194693107CIGICOLLIERS INTERNATIONAL GROUP INC$54,4610.07%358,748CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$54,3800.07%243,717CommonSOLE
826919102SLABSILICON LABS INC$53,2660.07%460,891CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$53,2080.07%148,481CommonSOLE
G01767105ALKSALKERMES INC$52,7040.07%1,882,936CommonSOLE
29358P101ENSGENSIGN GROUP INC/THE$52,4410.07%364,633CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC-A$52,1690.07%747,412CommonSOLE
67000B104NOVTNOVANTA INC$51,7920.07%289,473CommonSOLE
000361105AIRAAR CORP$51,6520.07%790,267CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$51,2480.07%110,075CommonSOLE
615394202MOG/AMOOG INC CL A$50,8060.07%251,490CommonSOLE
830566105SKAASKECHERS USA INC$50,3280.07%752,067CommonSOLE
703343103PATKPATRICK INDUSTRIES INC$49,3820.06%346,854CommonSOLE
07831C103BRBRBELLRING BRANDS INC$49,0470.06%807,759CommonSOLE
00404A109ACHCACADIA HEALTHCARE CO INC$48,7980.06%769,568CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$47,2730.06%1,516,123CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD/ISRAEL$46,7000.06%160,146CommonSOLE
675232102OIIOCEANEERING INTL INC$45,7300.06%1,838,772CommonSOLE
759351604RGAREINSURANCE GRP OF AMERI-A$45,6830.06%209,683CommonSOLE
88162G103TTEKTETRA TECH INC$45,3770.06%962,192CommonSOLE
55354G100MSCIMSCI INC$45,3530.06%77,801CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$45,1470.06%3,912,205CommonSOLE
88033G407THCTENET HEALTHCARE CORP$44,9240.06%270,300CommonSOLE
04523Y105ASPNASPEN AEROGELS INC$44,8390.06%1,619,320CommonSOLE
02319V103ABEVAMBEV SA-SPN ADR$44,7300.06%18,331,822CommonSOLE
48282T104KAIKADANT INC$44,4300.06%131,449CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$44,4080.06%945,267CommonSOLE
92346J108VCELVERICEL CORP$43,9430.06%1,040,070CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$43,8010.06%526,526CommonSOLE
30040P103EVTCEVERTEC INC$43,4620.06%1,282,462CommonSOLE
45780R101IBPINSTALLED BUILDING PRODUCTS$43,0320.06%174,736CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B$42,1000.06%3,964,216CommonSOLE
G65431127NENOBLE CORP$41,2550.05%1,141,545CommonSOLE
458334109IPARINTER PARFUMS INC$41,1930.05%318,142CommonSOLE
38526M106LOPEGRAND CANYON EDUCATION INC$40,5850.05%286,114CommonSOLE
85914M107STEPSTEPSTONE GROUP INC-CLASS A$40,3620.05%710,221CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$38,5110.05%160,455CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$38,4640.05%387,620CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUT$38,3810.05%273,901CommonSOLE
87422Q109TLNTALEN ENERGY CORP$37,9910.05%213,144CommonSOLE
87162W100SNXSYNNEX CORP$37,9210.05%315,799CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS CL B$37,3120.05%372,779CommonSOLE
44925C103ICFIICF INTERNATIONAL INC$37,0930.05%222,391CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$37,0580.05%340,926CommonSOLE
904311107UAAUNDER ARMOUR INC-CLASS A$36,5580.05%4,102,968CommonSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN CRUISES$36,4340.05%205,425CommonSOLE
92840M102VSTVISTRA ENERGY CORP$36,2440.05%305,753CommonSOLE
928881101VNTVONTIER CORP$36,0630.05%1,068,852CommonSOLE
92338C103VLTOVERALTO CORP$35,9080.05%321,007CommonSOLE
12763L105CDRECADRE HOLDINGS INC$35,7010.05%940,731CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$35,5020.05%270,574CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$35,4110.05%325,769CommonSOLE
92846Q107COCOVITA COCO CO INC/THE$34,7810.05%1,228,579CommonSOLE
88025T102TENBTENABLE HOLDINGS INC$34,7800.05%858,338CommonSOLE
911684108ADUS CELLULAR CORP$34,6520.05%634,072CommonSOLE
258278100DORMDORMAN PRODUCTS INC$34,2700.04%302,954CommonSOLE
80874P109LNWOLIGHT AND WONDER INC$34,1320.04%376,189CommonSOLE
147528103CASYCASEYS GENERAL STORES INC$34,0580.04%90,651CommonSOLE
632307104NTRANATERA INC$33,9060.04%267,087CommonSOLE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$33,3530.04%636,628CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP-CL C$33,0530.04%176,368CommonSOLE
436893200HOMBHOME BANCSHARES INC$32,9430.04%1,216,025CommonSOLE
151290889CXCEMEX SA-SPONS ADR$32,9270.04%5,397,977CommonSOLE
55306N104MKSIMKS INSTRUMENTS INC$32,1400.04%295,651CommonSOLE
70202L102PSNPARSONS CORP$32,0250.04%308,886CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$31,9810.04%1,021,759CommonSOLE
925050106VRNAVERONA PHARMA PLC - ADR$31,9660.04%1,111,096CommonSOLE
358039105FRPTFRESHPET INC$31,7440.04%232,096CommonSOLE
M98068105WIXWIX.COM LTD$31,5520.04%188,746CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP INC$30,9630.04%503,052CommonSOLE
516544103LNTHLANTHEUS HOLDINGS INC$30,7480.04%280,166CommonSOLE
500643200KFYKORN/ FERRY INTERNATIONAL$30,6550.04%407,430CommonSOLE
184496107CLHCLEAN HARBORS INC$30,5980.04%126,589CommonSOLE
518613203LAURLAUREATE EDUCATION INC CL A$30,4810.04%1,835,149CommonSOLE
036752103ELVELEVANCE HEALTH INC$30,4120.04%58,485CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$30,3540.04%421,174CommonSOLE
03763A207ASTHASTRANA HEALTH INC$30,2510.04%522,109CommonSOLE
88642R109TDWTIDEWATER$30,0680.04%418,830CommonSOLE
896239100TRMBTRIMBLE INC$29,8750.04%481,150CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$29,7010.04%343,633CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS$29,5910.04%358,768CommonSOLE
05464C101AXONAXON ENTERPRISE INC$29,4420.04%73,678CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$29,2960.04%50,188CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$29,2920.04%184,364CommonSOLE
93403J106WRBYWARBY PARKER INC-CLASS A$29,1110.04%1,782,629CommonSOLE
05969A105TBBKBANCORP INC$28,6420.04%535,366CommonSOLE
05465C100AXAXOS FINANCIAL INC$28,5120.04%453,425CommonSOLE
92047W101VVVVALVOLINE INC$28,1700.04%673,115CommonSOLE
74982T103RXORXO INC-W/I$27,9640.04%998,709CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$27,8430.04%707,222CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$27,7080.04%381,594CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S - ADR$27,5660.04%184,623CommonSOLE
171779309CIENCIENA CORP$27,3420.04%443,927CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$27,2080.04%612,366CommonSOLE
056752108BIDUBAIDU.COM$27,1210.04%257,581CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$27,0360.04%1,418,497CommonSOLE
M7516K103NVMINOVA MEASURING INSTRUMENTS$26,9310.04%129,268CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$26,8340.04%298,586CommonSOLE
42704L104HRIHERC HOLDINGS INC$26,6120.03%166,915CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC CVT$26,4220.03%6,273CommonSOLE
537008104LFUSLITTELFUSE INC$26,2960.03%99,136CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$26,1150.03%423,114CommonSOLE
37253A103THRMGENTHERM INC$26,0960.03%560,593CommonSOLE
629377CG5NRG 2.75 06/01/48NRG ENERGY INC CVT$25,9570.03%284,932CommonSOLE
371901109GNTXGENTEX CORP$25,7630.03%867,731CommonSOLE
665531307NOGNORTHERN OIL AND GAS INC$25,7280.03%726,581CommonSOLE
126402106CSWCSW INDUSTRIALS INC$25,5890.03%69,842CommonSOLE
737446104POSTPOST HOLDINGS INC$25,4170.03%219,585CommonSOLE
G2143T103CMPRCimpress NV Ordinary Shares (The Netherl$25,3160.03%309,032CommonSOLE
922417100VECOVEECO INSTRUMENTS INC$24,8800.03%751,003CommonSOLE
008492100ADCAGREE REALTY CORP$24,0180.03%318,831CommonSOLE
26969P108EXPEAGLE MATERIALS INC$23,5790.03%81,969CommonSOLE
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS$23,2060.03%67,893CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$23,1780.03%329,744CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC-A$22,8560.03%1,668,331CommonSOLE
87305R109TTMITTM TECHNOLOGIES$22,8040.03%1,249,540CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$22,7500.03%354,806CommonSOLE
576485205MTDRMATADOR RESOURCES CO$22,5190.03%455,662CommonSOLE
037833100AAPLAPPLE INC$22,1600.03%95,106CommonSOLE
70975L107PENPENUMBRA INC$21,8370.03%112,383CommonSOLE
745867101PHMPULTE GROUP INC$21,8150.03%151,984CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$21,7870.03%422,564CommonSOLE
01626W101ALITALIGHT INC - CLASS A$21,7380.03%2,937,596CommonSOLE
78468R622JNKSPDR BARCLAYS HIGH YIELD BOND ETF$21,6450.03%221,346CommonSOLE
23804LAB9DDOG 0.125 06/15/25DATADOG INC CVT$21,5460.03%187,262CommonSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORP CVT$21,5340.03%867,619CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$21,3710.03%116,817CommonSOLE
62955J103NOVNOV INC$21,1900.03%1,326,884CommonSOLE
224441105CXTCRANE NXT CO$21,1550.03%377,088CommonSOLE
100557107SAMBOSTON BEER COMPANY CL A$21,0590.03%72,833CommonSOLE
141788109CARGCARGURUS INC$21,0520.03%701,055CommonSOLE
86333M108LRNSTRIDE INC$21,0440.03%246,677CommonSOLE
97650W108WTFCWINTRUST FINANCIAL CORP$20,8340.03%191,962CommonSOLE
53947R105LOARLOAR HOLDINGS INC$20,5500.03%275,500CommonSOLE
733174700BPOPPOPULAR INC$20,5450.03%204,899CommonSOLE
15872M104APY1EURCHAMPIONX CORP$20,0290.03%664,313CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC$19,8220.03%62,591CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$19,4730.03%499,316CommonSOLE
05352A100AVTRAVANTOR INC$19,3950.03%749,713CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$19,3400.03%246,777CommonSOLE
G4705A100ICLRICON PLC$19,2210.03%66,901CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC. CVT$18,8680.02%110,381CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC CVT$18,8300.02%51,097CommonSOLE
67059NAH1NTNX 0.25 10/01/27NUTANIX INC RTS CVT$18,3990.02%310,534CommonSOLE
840441109SSBUSDSOUTH STATE CORP$18,3240.02%188,562CommonSOLE
00912X302ALAIR LEASE CORP$18,2890.02%403,827CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$18,2690.02%784,111CommonSOLE
03076K108ABCBAMERIS BANCORP$18,2420.02%292,379CommonSOLE
98401F105XNCRXENCOR INC$18,1040.02%900,266CommonSOLE
02156K103OPTUALTICE USA INC- A$18,0170.02%7,324,146CommonSOLE
72346Q104PINNACLE FINANCIAL PARTNERS$17,9080.02%182,787CommonSOLE
20030N101CMCSACOMCAST CORP CL A$17,8410.02%427,120CommonSOLE
64049M209NEONEOGENOMICS INC$17,8070.02%1,207,290CommonSOLE
00187Y100APGAPI GROUP CORP$17,6920.02%535,793CommonSOLE
227046109CROXCROCS INC$17,6700.02%122,020CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$17,6340.02%81,869CommonSOLE
16359R103CHECHEMED CORP$17,5230.02%29,159CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC-SUB VT$17,3770.02%435,747CommonSOLE
127055101CBTCABOT CORP$17,3640.02%155,355CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$17,3220.02%150,337CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$17,1980.02%450,821CommonSOLE
31847R102FAFFIRST AMERICAN FINL CORP$17,1920.02%260,455CommonSOLE
78463M107SPSCSPS COMMERCE INC$17,1280.02%88,213CommonSOLE
830830105SKYCHAMPION HOMES INC$16,9320.02%178,509CommonSOLE
00766T100ACMAECOM TECHNOLOGY CORP$16,8850.02%163,501CommonSOLE
89400J107TRUTRANSUNION$16,8460.02%160,898CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YIELD$16,7340.02%444,473CommonNONE
74276R102PRVAPRIVIA HEALTH GROUP INC$16,6660.02%915,232CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HOLDI$16,5900.02%170,681CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$16,1880.02%187,163CommonSOLE
N3144W105XPROEXPROGROUP HOLDINGS NV$16,1590.02%941,105CommonSOLE
48666K109KBHKB HOME CORP$16,0610.02%187,427CommonSOLE
860630102SFSTIFEL FINANCIAL CORP$16,0400.02%170,818CommonSOLE
82452JAD1FOUR 0.5 08/01/27SHIFT4 PAYMENTS INC CVT$15,8290.02%178,660CommonSOLE
077347300BELFBBEL FUSE INC-CL B$15,7300.02%200,362CommonSOLE
20602D101CNXCCONCENTRIX CORP$15,6570.02%305,492CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH INDEX FUND$15,5980.02%41,553CommonNONE
00287Y109ABBVABBVIE INC$15,5200.02%78,590CommonSOLE
398433102GFFGRIFFON CORPORATION$15,2760.02%218,231CommonSOLE
69553P100PDPAGERDUTY INC$14,9950.02%808,365CommonSOLE
58933Y105MRKMERCK & CO. INC.$14,9240.02%131,424CommonSOLE
830940102SKWDSKYWARD SPECIALTY INSURANCE$14,7890.02%363,103CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MANAGEMENT CVTPFD 6.75$14,5020.02%116,105CommonSOLE
552690109MDUMDU RESOURCES GROUP INC$14,4970.02%528,881CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$14,3630.02%277,599CommonSOLE
478160104JNJJOHNSON & JOHNSON$14,1980.02%87,611CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$14,0920.02%360,490CommonSOLE
03674X106ARANTERO RESOURCES CORP$13,9460.02%486,761CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$13,6860.02%83,963CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$13,6530.02%46,930CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$13,5940.02%362,228CommonSOLE
918284100VSECVSE CORP$13,5600.02%163,912CommonSOLE
46138G508BKLNINVESCO SENIOR LOAN$13,5090.02%643,000CommonSOLE
759509102RSRELIANCE STEEL & ALUMINUM CO$13,4690.02%46,573CommonSOLE
531229AQ5FWONK 2.25 08/15/27LIBERTY MEDIA CORP CVT$13,4310.02%173,455CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$13,4120.02%291,052CommonSOLE
45687V106IRINGERSOLL-RAND INC$13,4000.02%136,506CommonSOLE
12740C103CADECADENCE BANK$13,3990.02%420,685CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$13,3220.02%97,712CommonSOLE
405024100HAEHAEMONETICS CORP$13,1710.02%163,856CommonSOLE
92242T101VVXV2X Inc$13,1300.02%235,047CommonSOLE
30231G102XOMEXXON MOBIL CORP$13,0670.02%111,476CommonSOLE
13057Q305CRCCALIFORNIA RESOURCES CORP$13,0240.02%248,216CommonSOLE
445658107JBHTHUNT J B TRANSPORT SVCS INC$12,6510.02%73,413CommonSOLE
21874C102CNMCORE & MAIN INC-CLASS A$12,6440.02%284,783CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS$12,4220.02%167,384CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$12,3390.02%74,622CommonSOLE
879433829TDSTELEPHONE & DATA SYSTEM$12,1630.02%523,150CommonSOLE
084423102WRBWR BERKLEY CORP$12,0170.02%211,839CommonSOLE
958102105WDCWESTERN DIGITAL CORP$11,9520.02%175,005CommonSOLE
292218104EIGEMPLOYERS HOLDINGS INC$11,9380.02%248,869CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH$11,9030.02%61,734CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$11,8820.02%106,652CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$11,8390.02%655,565CommonSOLE
11135F101AVGOBROADCOM INC$11,7050.02%67,858CommonSOLE
366505105GTXGARRETT MOTION INC$11,6110.02%1,419,485CommonSOLE
488401100KMPRKEMPER CORP$11,5370.02%188,354CommonSOLE
117043109BCBRUNSWICK CORP$11,4660.02%136,790CommonSOLE
30212P303EXPEEXPEDIA INC$11,4270.02%77,197CommonSOLE
002824100ABTABBOTT LABS$11,3010.01%99,116CommonSOLE
338307101FIVNFIVE9 INC$11,2110.01%390,220CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS INC - C$11,0260.01%277,038CommonSOLE
55345K10337MMRC GLOBAL INC$10,9390.01%858,635CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$10,8340.01%384,196CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$10,6800.01%61,664CommonSOLE
98954MAG6Z 1.375 09/01/26ZILLOW GROUP INC CVT$10,5410.01%165,087CommonSOLE
294628102HP5AEQUITY COMMONWEALTH$10,5410.01%529,691CommonSOLE
53803X105LOBLIVE OAK BANCSHARES INC$10,4810.01%221,263CommonSOLE
53263P105LMBLIMBACH HOLDINGS INC$10,4700.01%138,199CommonSOLE
03027X100AMTAMERICAN TOWER CORPORATION$10,4590.01%44,973CommonSOLE
69349H107TXNMTXNM ENERGY INC$10,4520.01%238,800CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$10,4180.01%174,617CommonSOLE
829933100SIRISIRIUS XM HOLDINGS INC$10,3770.01%438,748CommonSOLE
291011104EMREMERSON ELEC$10,2870.01%94,061CommonSOLE
747619104NXQUANEX BUILDING PRODUCTS$10,1430.01%365,517CommonSOLE
070830104BBWIBATH & BODY WORKS INC$9,9720.01%312,389CommonSOLE
968223206WLYWILEY JOHN & SONS CL A$9,9530.01%206,281CommonSOLE
420261109HWKNHAWKINS INC$9,8330.01%77,139CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HOLDING$9,7910.01%273,061CommonSOLE
Y2685T131GNKGENCO SHIPPING & TRADING LTD$9,7790.01%501,503CommonSOLE
81619Q105SEMSELECT MEDICAL HOLDINGS CORP$9,7100.01%278,469CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$9,6800.01%165,870CommonSOLE
067806109BUSDBARNES GROUP INC$9,6340.01%238,401CommonSOLE
G9460G101VALVALARIS LTD$9,5650.01%171,575CommonSOLE
43940T109HOPEHOPE BANCORP INC$9,5540.01%760,693CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$9,4770.01%16,213CommonSOLE
580589109MGRCMCGRATH RENTCORP$9,4600.01%89,858CommonSOLE
018522300AEBAALLETE INC$9,3840.01%146,189CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$9,3490.01%85,362CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$9,3230.01%75,101CommonSOLE
589378108MRCYMERCURY COMPUTER SYSTEMS INC$9,3210.01%251,908CommonSOLE
G27358103DESP1EURDESPEGAR.COM CORP$9,2560.01%746,454CommonSOLE
M6372Q113KRNTKORNIT DIGITAL LTD$8,8870.01%343,990CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$8,7970.01%118,502CommonSOLE
20603L102CONCONCENTRA GROUP HOLDINGS PAR$8,6760.01%387,997CommonSOLE
46005L101IMXIINTERNATIONAL MONEY EXPRESS$8,6080.01%465,563CommonSOLE
044186104ASHASHLAND GLOBAL HOLDINGS INC$8,5430.01%98,234CommonSOLE
L44385109GLOBGLOBANT SA$8,4450.01%42,621CommonSOLE
651718504NPKINEWPARK RESOURCES INC$8,3470.01%1,204,405CommonSOLE
464286251CEMBISHARES JP MORGAN EM CORPORA$8,2350.01%179,024CommonSOLE
78467V608SRLNSPDR BLACKSTONE/GSO SEN LOAN$8,0060.01%191,706CommonSOLE
191216100KOCOCA-COLA CO/THE$7,9710.01%110,926CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP/NY$7,9600.01%221,104CommonSOLE
929328102WSFSWSFS FINANCIAL CORP$7,6530.01%150,091CommonSOLE
311900104FASTFASTENAL CO$7,6180.01%106,667CommonSOLE
907818108UNPUNION PACIFIC$7,6010.01%30,837CommonSOLE
82728C102SVCOSILVACO GROUP INC$7,5430.01%527,500CommonSOLE
26441C204DUKDUKE ENERGY CORP$7,3730.01%63,954CommonSOLE
207410101CNMDCONMED CORP$7,3020.01%101,534CommonSOLE
034164103ANDEANDERSONS INC$7,2870.01%145,335CommonSOLE
739128106POWLPOWELL INDUSTRIES INC$7,2250.01%32,548CommonSOLE
931142103WMTWAL-MART STORES INC$7,1450.01%88,476CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LTD$7,0780.01%22,010CommonSOLE
27923Q109ECVTECOVYST INC$7,0390.01%1,027,606CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$6,8910.01%155,381CommonSOLE
84790A105SPBSPECTRUM BRANDS HOLDINGS INC$6,8150.01%71,628CommonSOLE
047649108ATKRATKORE INTERNATIONAL GROUP I$6,6960.01%79,015CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$6,6720.01%83,098CommonSOLE
24665A103DKDELEK US HOLDINGS INC$6,6070.01%352,350CommonSOLE
92206C573VTCVANGUARD TOTAL CORPORATE BND$6,3340.01%79,870CommonNONE
464287598IWDISHARES RUSSELL 1000 VALUE INDEX FUND$6,3210.01%33,306CommonSOLE
969457100WMBWILLIAMS COS INC$6,2830.01%137,627CommonSOLE
92206C680VONGVANGUARD RUSSELL 1000 GROWTH$6,0450.01%62,630CommonNONE
53115L104LBRTLIBERTY OILFIELD SERVICES -A$6,0350.01%316,140CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$6,0320.01%191,259CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$5,9570.01%34,608CommonSOLE
617446448MSMORGAN STANLEY$5,6810.01%54,496CommonSOLE
464287242LQDISHARES IBOXX INVESTMENT GRA$5,6430.01%49,949CommonNONE
922908736VUGVANGUARD GROWTH ETF$5,6040.01%14,595CommonNONE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$5,3930.01%133,793CommonSOLE
746228303PCYOPURE CYCLE CORP$5,2570.01%488,090CommonSOLE
45765UAB9NSIT 0.75 02/15/25INSIGHT ENTERPRS CVT$5,2240.01%24,255CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC CVT$5,1470.01%50,985CommonSOLE
12685J105CABOCABLE ONE INC$4,9960.01%14,282CommonSOLE
M5425M103INMDINMODE LTD$4,7810.01%282,064CommonSOLE
G98239109XPXP INC - CLASS A$4,7500.01%264,782CommonSOLE
464287655IWMISHARES RUSSELL 2000 INDEX FUND$4,6880.01%21,225CommonNONE
98139AAD7WK 1.25 08/15/28WORKIVA INC CVT$4,2800.01%54,098CommonSOLE
73757R102PSTLPOSTAL REALTY TRUST INC- A$4,1770.01%285,320CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC CVT$4,0810.01%10,213CommonSOLE
500688106KOSKOSMOS ENERGY LTD$4,0510.01%1,005,266CommonSOLE
15136AAA0PERMIAN RESOURC OPTG LLC CVT$4,0210.01%295,451CommonSOLE
418100103HCP2EURHASHICORP INC-CL A$3,9230.01%115,857CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$3,7260.00%77,876CommonSOLE
902252AB1TYL 0.25 03/15/26TYLER TECHNOLOGIES INC CVT$3,3690.00%5,771CommonSOLE
45104G104IBNICICI BANK LTD -SP ADR$3,2970.00%110,436CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$3,1580.00%7,215CommonNONE
464287804IJRISHARES CORE S&P SMALL - CAP ETF$3,0970.00%26,482CommonNONE
26210CAD6DBX 0 03/01/28DROPBOX INC CVT$2,9350.00%115,419CommonSOLE
45174J509IHRTIHEARTMEDIA INC - CLASS A$2,7160.00%1,468,409CommonSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC CVT$2,5090.00%258,705CommonSOLE
531229AP7SIRI 3.75 03/15/28SIRIUS XM HOLDINGS CVT$2,3950.00%101,289CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$2,0530.00%7,606CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$1,8380.00%20,377CommonSOLE
40171VAA8GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC CVT$1,7800.00%9,732CommonSOLE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD CVT$1,7630.00%6,043CommonSOLE
07134L107BATLBATTALION OIL CORP$1,6730.00%250,868CommonSOLE
532457108LLYELI LILLY & CO$1,6560.00%1,869CommonNONE
518439104ELESTEE LAUDER COS CL A$1,5410.00%15,462CommonSOLE
149123101CATCATERPILLAR$1,5070.00%3,854CommonNONE
358039AB1FRPT 3 04/01/28FRESHPET INC$1,4410.00%10,534CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL$1,2490.00%13,600CommonSOLE
345370CZ1F 0 03/15/26FORD MOTOR COMPANY CVT$1,2320.00%116,656CommonSOLE
09709UV70BAC 0.6 05/25/27 MTNBOFA FINANCE LLC CVT$1,2010.00%10,575CommonSOLE
343412AJ1FLR 1.125 08/15/29FLUOR CORP CVT$1,1520.00%24,136CommonSOLE
81762P102NOWSERVICENOW INC$1,1420.00%1,277CommonNONE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$1,1100.00%11,773CommonSOLE
92763W103VIPSVIPSHOP HOLDINGS LTD - ADS$1,1070.00%70,396CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1,0780.00%256CommonNONE
45784PAK7PODD 0.375 09/01/26INSULET CORPORATION CVT$1,0730.00%4,609CommonSOLE
89377MAB5TMDX 1.5 06/01/28TRANSMEDICS GROUP INC$1,0640.00%6,777CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP$1,0630.00%9,220CommonNONE
52661A108DRSLEONARDO DRS INC$1,0130.00%35,889CommonNONE
743315103PGRPROGRESSIVE CORP$9710.00%3,825CommonNONE
46429B614SMINISHARES MSCI INDIA SMALL-CAP$9490.00%11,033CommonSOLE
142339100CSLCARLISLE COS INC$9350.00%2,080CommonNONE
25809K105DASHDOORDASH INC - A$9320.00%6,531CommonSOLE
00206R102TAT&T INC$9310.00%42,309CommonNONE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$8780.00%3,810CommonNONE
038222105AMATAPPLIED MATERIALS$8500.00%4,208CommonNONE
02209S103MOALTRIA GROUP INC$8490.00%16,641CommonNONE
281020107EIXEDISON INTERNATIONAL$7640.00%8,774CommonNONE
14149Y108CAHCARDINAL HEALTH INC$7560.00%6,836CommonNONE
172967424CCITIGROUP INC$7480.00%11,954CommonNONE
053015103ADPAUTOMATIC DATA PROC$7380.00%2,666CommonNONE
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$7370.00%19,075CommonNONE
89832Q109TFCTRUIST FINANCIAL CORP$7250.00%16,947CommonNONE
494368103KMBKIMBERLY CLARK$7120.00%5,003CommonNONE
03831W108APPAPPLOVIN CORP-CLASS A$6720.00%5,151CommonNONE
553498106MSAMSA SAFETY$6270.00%3,536CommonNONE
83200N103SMARGBPSMARTSHEET INC-CLASS A$6260.00%11,312CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$6020.00%13,079CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$5940.00%11,899CommonNONE
25179M103DVNDEVON ENERGY CORP$5600.00%14,321CommonNONE
34959E109FTNTFORTINET INC$5500.00%7,086CommonNONE
690742101OCOWENS CORNING INC$5460.00%3,094CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$5360.00%4,423CommonNONE
040413106ANETEURARISTA NETWORKS INC$5330.00%1,388CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$5080.00%1,082CommonNONE
615369105MCOMOODYS CORP$4990.00%1,051CommonNONE
G87110105FTITECHNIPFMC PLC$4960.00%18,905CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$4860.00%595CommonNONE
448579102HHYATT HOTELS CORP - CL A$4740.00%3,116CommonNONE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$4680.00%506CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC-CLASS A$4480.00%15,740CommonNONE
64110D104NTAPNETAPP INC$4290.00%3,473CommonNONE
97717W422EPIWISDOMTREE INDIA EARNINGS$4110.00%8,136CommonSOLE
46429B598INDAISHARES MSCI INDIA ETF$4100.00%7,002CommonSOLE
11120U105BRXBRIXMOR PROPERTY GROUP INC$3940.00%14,132CommonNONE
464288588MBBISHARES MBS ETF$3900.00%4,069CommonNONE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC CVT$3620.00%37,336CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$3560.00%675CommonNONE
166764100CVXCHEVRON CORP$3550.00%2,413CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$3430.00%6,439CommonSOLE
093712AK3BE 3 06/01/28BLOOM ENERGY CORP CVT$3360.00%31,826CommonNONE
713448108PEPPEPSICO INC$3340.00%1,965CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$3340.00%2,900CommonNONE
580135101MCDMCDONALDS$3210.00%1,053CommonSOLE
40415F101HDBHDFC BANK LTD ADR$3190.00%5,097CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.