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Brevan Howard Capital Management LP

Q3 2023 · 13F-HR

Brevan Howard Capital Management LPholdings as filed

Filed 2023-11-14 · accession 0000905148-23-001434

$7.76B
Reported value
383
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287234EEMISHARES MSCI EMERGING MKT IN$1.40B18.1%37,015,000CALLSOLE
464288513HYGISHARES IBOXX H/Y CORP BOND$1.16B14.9%15,719,000PUTSOLE
464287432TLTISHARES 20plus YR TREAS$864.7M11.1%9,750,100CALLSOLE
464287234EEMISHARES MSCI EMERGING MKT IN$837.6M10.8%22,071,000PUTSOLE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$822.2M10.6%24,787,000CALLSOLE
464288513HYGISHARES IBOXX H/Y CORP BOND$598.5M7.71%8,118,000CALLSOLE
46090E103QQQInvesco QQQ Trust Series 1 Nasdaq100 BB:QQQ$594.6M7.66%1,659,600PUTSOLE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$371.9M4.79%11,212,800PUTSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS$160.9M2.07%1,950,000PUTSOLE
46428Q109SLVISHARES SILVER TRUST$108.8M1.40%5,347,700CALLSOLE
651639106NEMNEWMONT MINING$92.4M1.19%2,500,000CALLSOLE
464287655IWMISHARES RUSSELL 2000 ETF$62.1M0.80%351,600PUTSOLE
46090E103QQQInvesco QQQ Trust Series 1 Nasdaq100 BB:QQQ$58.2M0.75%162,500CALLSOLE
92189F106GDXMARKET VECTORS GOLD MINERS$40.4M0.52%1,500,000CALLSOLE
464287655IWMISHARES RUSSELL 2000 ETF$40.0M0.52%226,500CALLSOLE
464286400EWZISHARES MSCI BRAZIL$32.4M0.42%1,055,000CommonSOLE
464287242LQDISHARES IBOXX INV GR CORP BD$30.6M0.39%300,000CALLSOLE
78464A755XMESPDR METALS & MINING ETF$23.1M0.30%440,000CALLSOLE
464286400EWZISHARES MSCI BRAZIL$23.0M0.30%750,000CALLSOLE
12572Q105CMECHICAGO MERCANTILE EXCHANGE$20.5M0.26%102,553CommonSOLE
464287432TLTISHARES 20plus YR TREAS$17.7M0.23%200,000PUTSOLE
62914VAE6NIO 0 02/01/26NIO 0 02/26$16.4M0.21%17,800,000CommonSOLE
60770K107MRNAMODERNA INC$16.2M0.21%157,000CommonSOLE
78462F103SPYSPDR TRUST SERIES 1$15.0M0.19%35,000CALLSOLE
90138VAB3VNET 0 02/26$14.2M0.18%17,810,000CommonSOLE
722304AC6PDD 0 12/01/25PDD 0 12/25$14.1M0.18%14,700,000CommonSOLE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$12.4M0.16%374,801CommonSOLE
78464A870XBISPDR S&P BIOTECH ETF$11.0M0.14%150,000CALLSOLE
78464A870XBISPDR S&P BIOTECH ETF$11.0M0.14%150,000PUTSOLE
464287176TIPISHARES TIPS BOND ETF$9.4M0.12%91,000CALLSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS$8.7M0.11%105,000CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS$7.1M0.09%1,562,686CommonSOLE
928563402VMWAVMWARE INC-CLASS A$6.9M0.09%41,156CommonSOLE
090040AF3BILI 0.5 12/01/26BILIBILI INC$6.8M0.09%9,000,000CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$6.4M0.08%68,523CommonSOLE
009066901Airbnb Inc$6.2M0.08%45,000PUTSOLE
81181C104SEAGEN INC$5.8M0.08%27,445CommonSOLE
254687106DISWALT DISNEY STK$5.7M0.07%70,000CALLSOLE
254687106DISWALT DISNEY STK$5.6M0.07%69,282CommonSOLE
G46188101HZNPNHORIZON PHARMA PLC$5.2M0.07%45,000CommonSOLE
87266M107TRTXTPG RE Finance Trust Inc$4.7M0.06%704,738CommonSOLE
06417N103OZKBank Ozk$4.4M0.06%120,000PUTSOLE
901109108TPCTUTOR PERINI CORP$4.3M0.06%550,000PUTSOLE
464287234EEMISHARES MSCI EMERGING MKT IN$4.2M0.05%110,000CommonSOLE
654106103NKENIKE INC$3.8M0.05%40,000CALLSOLE
46138G508BKLNInvesco Senior Loan ETF$3.7M0.05%175,000CommonSOLE
98262P101WW6WW INTERNATIONAL INC$3.2M0.04%290,233CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3.1M0.04%25,000PUTSOLE
87165B103SYFSYNCHRONY FINANCIAL$3.1M0.04%100,000PUTSOLE
654106103NKENIKE INC$2.9M0.04%30,000PUTSOLE
98262P101WW6WW INTERNATIONAL INC$2.8M0.04%250,000PUTSOLE
55616P104MMACYS INC$2.5M0.03%215,000PUTSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$2.4M0.03%18,720CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HOLD-CL A$2.4M0.03%148,619CommonSOLE
62914VAF3NIO 0.5 02/01/27NIO 0.5 02/27$2.4M0.03%3,000,000CommonSOLE
78573M104SABRSABRE CORP$2.3M0.03%510,379CommonSOLE
86771W105RUNSUNRUN INC$2.1M0.03%167,474CommonSOLE
012653101ALBALBEMARLE CORP$2.1M0.03%12,310CommonSOLE
25470M109DISHDISH NETWORK CORP$2.1M0.03%350,000PUTSOLE
254687106DISWALT DISNEY STK$2.0M0.03%25,000PUTSOLE
00165C302AMCAMC ENTERTAINMENT HLDS-CL A$2.0M0.03%250,000PUTSOLE
88160R101TSLATESLA MOTORS INC$1.9M0.02%7,692CommonSOLE
46267XAE8IQ 4 12/26$1.9M0.02%3,100,000CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1.9M0.02%30,000PUTSOLE
92826C839VVISA INC-CLASS A SHARES$1.8M0.02%7,942CommonSOLE
78573M104SABRSABRE CORP$1.8M0.02%400,000PUTSOLE
92189F791GDXJMARKET VECTORS JR GOLD MINER$1.7M0.02%53,566CommonSOLE
886029206THRYThryv Holdings Inc$1.7M0.02%90,000PUTSOLE
237266101DARDARLING INGREDIENTS INC$1.7M0.02%32,158CommonSOLE
256746108DLTRDOLLAR TREE STORES INC$1.6M0.02%15,000PUTSOLE
92189F106GDXMARKET VECTORS GOLD MINERS$1.6M0.02%59,184CommonSOLE
437076102HDHOME DEPOT INC$1.6M0.02%5,206CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$1.6M0.02%3,790CommonSOLE
500767678KRBNKraneShares Global Carbon Strategy ETF$1.5M0.02%42,637CommonSOLE
018581108BFHBread Financial Holdings Inc$1.4M0.02%40,000PUTSOLE
35671D857FCXFREEPORT - MCMORAN COPPER B$1.3M0.02%35,618CommonSOLE
464286780EZAISHARES MSCI SOUTH AFRICA IN$1.3M0.02%35,095CommonSOLE
67066G104NVDANVIDIA CORP$1.3M0.02%2,996CommonSOLE
172967424CCITIGROUP INC$1.3M0.02%31,596CommonSOLE
75605Y106Anywhere Real Estate Inc$1.3M0.02%200,000PUTSOLE
037833100AAPLAPPLE COMPUTER INC$1.3M0.02%7,439CommonSOLE
H8817H100RIGTRANSOCEAN LTD$1.2M0.02%150,000PUTSOLE
00164V103AMCXAMC NETWORKS INC-A$1.2M0.02%100,000PUTSOLE
651639106NEMNEWMONT MINING$1.1M0.01%30,467CommonSOLE
097023105BABoeing Co$1.1M0.01%5,759CommonSOLE
57636Q104MAMASTERCARD INC-CLASS A$1.1M0.01%2,700CommonSOLE
98978V103ZTSZOETIS INC$1.1M0.01%6,126CommonSOLE
91232N207USOUNITED STATES OIL FUND LP$1.1M0.01%13,000CommonSOLE
500255104KSSKOHLS STK$1.0M0.01%50,000PUTSOLE
87266J104TPICQTPI Composites Inc$989,3510.01%373,340CommonSOLE
110122108BMYBRISTOL MYERS STK$978,1480.01%16,853CommonSOLE
25525P107DHCDiversified Healthcare Trust$970,0000.01%500,000CALLSOLE
690732102ACHOWENS & MINOR INC$948,7860.01%58,712CommonSOLE
92189F601NLRMarket Vectors Nuclear ETF$948,5400.01%13,388CommonSOLE
872540109TJXTJX PR C$943,2830.01%10,613CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$936,6000.01%10,000PUTSOLE
57164Y107VACMARRIOTT VACATIONS WORLD$933,5450.01%9,277CommonSOLE
74969N103RLXRLX Technology Inc$914,3350.01%605,520CommonSOLE
707569109PENNPenn Entertainment Inc$912,5840.01%39,764CommonSOLE
91912E105VALEVALE SA-SP ADR$898,4430.01%67,048CommonSOLE
717081103PFEPFIZER STK$884,6110.01%26,669CommonSOLE
05508R106BGSB&G FOODS INC-CLASS A$869,2910.01%87,896CommonSOLE
05501U106Azul SA$859,0000.01%100,000PUTSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD$853,2520.01%51,775CommonSOLE
920253101VMIVALMONT INDUSTRIES$852,0250.01%3,547CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC-A$843,3500.01%167,000PUTSOLE
767292105RIOTRiot Blockchain Inc$839,7000.01%90,000CommonSOLE
235851102DHRDANAHER CORP$822,2030.01%3,314CommonSOLE
00653Q102AHCOAdapthealth Corp$818,9820.01%89,998CommonSOLE
36162J106GEOGEO GROUP INC/THE$818,0000.01%100,000PUTSOLE
926400102VSCOVictoria's Secret & Co$811,7490.01%48,666CommonSOLE
651229106NWLNEWELL STK$810,7400.01%89,783CommonSOLE
88339J105TTDTRADE DESK INC$798,6150.01%10,219CommonSOLE
67623C109OPITQOffice Properties Income Trust$779,0000.01%190,000PUTSOLE
384802104GWWWW GRAINGER STK$745,1120.01%1,077CommonSOLE
654106103NKENIKE INC$740,0030.01%7,739CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$727,8750.01%7,500PUTSOLE
336433107FSLRFIRST SOLAR INC$726,1850.01%4,494CommonSOLE
464287390ILFISHARES S&P LATIN AMERICA 40$717,1880.01%28,059CommonSOLE
89531P105TREXTREX COMPANY INC$715,4630.01%11,609CommonSOLE
67098H104OIO-I Glasss INC$713,2500.01%42,633CommonSOLE
81282V100PRKSSEAWORLD ENTERTAINMENT INC$708,4110.01%15,317CommonSOLE
41068X100HASIHANNON ARMSTRONG SUSTAINABLE$708,1220.01%33,402CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$701,4470.01%6,273CommonSOLE
46429B598INDAIISHARES MSCI INDIA ETF$698,7640.01%15,802CommonSOLE
55616P104MMACYS INC$697,4360.01%60,072CommonSOLE
42806J106HERTZ GLOBAL HOLDINGS INC$696,0700.01%56,822CommonSOLE
053774105CARAVIS BUDGET GROUP INC$684,7990.01%3,811CommonSOLE
538034109LYVLIVE NATION INC$678,1880.01%8,167CommonSOLE
655664100JWNUSDNORDSTROM INC$672,3000.01%45,000PUTSOLE
69007J106OUTFRONT MEDIA INC$669,1860.01%66,256CommonSOLE
461202103INTUINTUIT INC$664,7330.01%1,301CommonSOLE
78463V107GLDSTREETTRACKS GOLD TRUST$660,0830.01%3,850CommonSOLE
47580P103JELDJELD-WEN HOLDING$659,7300.01%49,381CommonSOLE
37045V100GMGENERAL MOTORS CORP$659,4000.01%20,000CALLSOLE
02156K103OPTUALTICE USA INC- A$654,0000.01%200,000PUTSOLE
03027X100AMTAMERICAN TOWER CORP-CL A$651,5510.01%3,962CommonSOLE
816851109SRESEMPRA ENERGY$649,2780.01%9,544CommonSOLE
13123X508CPE*CALLON PETROLEUM CORP$646,9270.01%16,537CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$643,5470.01%3,215CommonSOLE
278865100ECLECOLAB STK$618,8180.01%3,653CommonSOLE
419870100HEHAWAIIAN ELECTRIC INDS$615,5000.01%50,000PUTSOLE
30303M102METAMeta Platforms Inc$611,8280.01%2,038CommonSOLE
698813102PZZAPAPA JOHN'S INTL INC$608,1810.01%8,915CommonSOLE
62482R10707WACOOPERATIVE BANKSHARES INC$605,9780.01%11,314CommonSOLE
G8994E103TTTRANE INC$586,4100.01%2,890CommonSOLE
37045V100GMGENERAL MOTORS CORP$575,7550.01%17,463CommonSOLE
406216101HALHALLIBURTON CO$573,8850.01%14,170CommonSOLE
683715106OTEXOPEN TEXT CORP$567,7070.01%16,174CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM$566,8570.01%60,497CommonSOLE
539830109LMTLOCKHEED MARTIN - LMT$566,4100.01%1,385CommonSOLE
89417E109TRVTRAVELERS COS INC/THE$566,3590.01%3,468CommonSOLE
47759T100JKSJINKOSOLAR HOLDING CO$562,7560.01%18,530CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL-CL A$551,3810.01%301CommonSOLE
370334104GISGENERAL MILLS INC$550,8260.01%8,608CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$542,8470.01%1,994CommonSOLE
45688C107NGVTINGEVITY CORP$542,4680.01%11,394CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$536,2980.01%7,917CommonSOLE
778296103ROSTROSS STORES INC$534,9310.01%4,736CommonSOLE
723787107PXDEURPIONEER NATURAL RESOURCES CO$532,5560.01%2,320CommonSOLE
81762P102NOWSERVICENOW INC$531,5710.01%951CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$530,9990.01%1,527CommonSOLE
666807102NOCNORTHROP GRUMMAN STK-NOC$528,2280.01%1,200CommonSOLE
617446448MSMORGAN STANLEY$522,3610.01%6,396CommonSOLE
747525103QCOMQUALCOMM INC$519,7610.01%4,680CommonSOLE
984017103XHRXENIA HOTELS & RESORTS INC$515,4220.01%43,754CommonSOLE
501889208LKQLKQ CORP$514,0620.01%10,383CommonSOLE
29084Q100EMEEMCOR GROUP INC$513,1410.01%2,439CommonSOLE
008492100ADCAGREE REALTY CORP$512,2960.01%9,274CommonSOLE
00922R105ATSG*AIR TRANSPORT SERVICES GROUP$510,1670.01%24,445CommonSOLE
00724F101ADBEADOBE SYSTEMS$505,3110.01%991CommonSOLE
615369105MCOMOODYS CORPORATION$502,3940.01%1,589CommonSOLE
502160104LXULSB INDUSTRIES INC$499,3470.01%48,812CommonSOLE
824348106SHWSHERWIN WILLIAMS STK$497,0920.01%1,949CommonSOLE
94419L101WWAYFAIR INC-$496,7950.01%8,202CommonSOLE
09062X103BIIBBIOGEN IDEC INC$495,5150.01%1,928CommonSOLE
98980F104GTMZoomInfo Technologies Inc$484,7180.01%29,556CommonSOLE
388689101GPKGRAPHIC PACKAGING CORP$482,1610.01%21,641CommonSOLE
98138H101WDAYWORKDAY INC-CLASS A$482,1230.01%2,244CommonSOLE
82575P107SBSWSibanye Stillwater Ltd$481,3160.01%78,009CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORO$475,6960.01%842CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$472,7470.01%4,074CommonSOLE
26484T106DNBDUN & BRADSTREET HOLDINGS IN$467,9220.01%46,839CommonSOLE
143658300CCL1EURCARNIVAL CORP$466,9880.01%34,037CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$452,6580.01%2,991CommonSOLE
688239201OSKOshkosh Corporation$452,2430.01%4,739CommonSOLE
22822V101CCICrown Castle Inc$447,9100.01%4,867CommonSOLE
21036P108STZCONSTELLATION BRANDS INC-A$443,3460.01%1,764CommonSOLE
337932107FEFIRST ENERGY CORP$441,7770.01%12,925CommonSOLE
05722G100BKRBAKER HUGHES (MICHAEL) CORP$439,4510.01%12,442CommonSOLE
88579Y101MMM3M CO$436,1760.01%4,659CommonSOLE
12514G108CDWCDW CORP/DE$434,7930.01%2,155CommonSOLE
058498106BALLBALL CORP$432,9370.01%8,697CommonSOLE
42809H107HESHESS CORP$425,9520.01%2,784CommonSOLE
231021106CMICUMMINS INC$418,9960.01%1,834CommonSOLE
445658107JBHTHUNT (JB) TRANSPRT SVCS INC$410,2200.01%2,176CommonSOLE
14174T107CTRECARETRUST REIT INC$409,6310.01%19,982CommonSOLE
40434L105HPQHP INC$404,4150.01%15,736CommonSOLE
G0084W101ADNTADIENT PLC$401,2780.01%10,934CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$400,0370.01%3,661CommonSOLE
369550108GDGENERAL DYNAMICS STK$397,3040.01%1,798CommonSOLE
31428X106FDXFedEx Corp$396,8500.01%1,498CommonSOLE
58470H101MEDMEDIFAST INC$394,5340.01%5,271CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-CLASS A$387,9790.00%1,907CommonSOLE
580135101MCDMCDONALDS - MCD$386,2030.00%1,466CommonSOLE
039483102ADMARCHER DANIELS - ADM$384,7930.00%5,102CommonSOLE
009066101ABNBAirbnb Inc$381,4440.00%2,780CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$378,2470.00%8,372CommonSOLE
91913Y100VLOVALERO ENERGY STK$377,2320.00%2,662CommonSOLE
16411R208LNGCHENIERE ENERGY INC$372,2480.00%2,243CommonSOLE
00090Q103ADTTHE ADT CORPORATION$370,9080.00%61,818CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS -CL A$369,8670.00%268CommonSOLE
82452J109FOURShift4 Payments Inc$366,3280.00%6,616CommonSOLE
737446104POSTPOST HOLDINGS INC$365,2520.00%4,260CommonSOLE
29414B104EPAMEPAM SYSTEMS INC$360,0120.00%1,408CommonSOLE
693506107PPGPPG INDUSTRIES STK$358,6370.00%2,763CommonSOLE
64829B100NEW RELIC INC$357,2070.00%4,172CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL$350,1500.00%316CommonSOLE
548661107LOWLOWES COMPANIES$344,8070.00%1,659CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$340,5180.00%1,165CommonSOLE
896239100TRMBTRIMBLE NAVIGATION LTD$339,2640.00%6,299CommonSOLE
894164102TNLTravel plus Leisure Co$337,2550.00%9,182CommonSOLE
29364G103ETRENTERGY STK$335,5900.00%3,628CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$334,1170.00%7,265CommonSOLE
29786A106ETSYETSY INC$332,5870.00%5,150CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC-CLASS A$331,6410.00%3,451CommonSOLE
571748102MRSHMARSH & MCLENNAN STK$331,1220.00%1,740CommonSOLE
17243V102CNKCINEMARK HOLDINGS INC$330,9420.00%18,035CommonSOLE
001744101AMNAMN HEALTHCARE SERVICES INC$329,8170.00%3,872CommonSOLE
19247G107COHRCOHERENT INC$329,1090.00%10,083CommonSOLE
052769106ADSKAUTODESK INC$326,5040.00%1,578CommonSOLE
020002101ALLALLSTATE CORPORATION$325,8740.00%2,925CommonSOLE
025537101AEPAMER ELEC PWR STK$320,3620.00%4,259CommonSOLE
535555106LNNLINDSAY CORP$312,7930.00%2,658CommonSOLE
42226K105HRHEALTHCARE REALTY TRUST INC$311,6300.00%20,408CommonSOLE
78454L100SMST MARY LAND & EXPLORATION$310,6970.00%7,836CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$310,2460.00%10,446CommonSOLE
478160104JNJJOHNSON & JOHNS STK$308,8520.00%1,983CommonSOLE
852234103XYZSQUARE INC - A$306,6330.00%6,928CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$305,1820.00%8,302CommonSOLE
731068102PIIPOLARIS INDUSTRIES INC$304,7140.00%2,926CommonSOLE
444859102HUMHUMANA INC$304,0750.00%625CommonSOLE
Y2573F102FLEXFLEX LTD$302,3110.00%11,205CommonSOLE
244199105DEDEERE & CO STK$301,5270.00%799CommonSOLE
426281101JKHYJACK HENRY & ASSOCIATES INC$300,6170.00%1,989CommonSOLE
526057104LENLENNAR CORP$298,1950.00%2,657CommonSOLE
247361702DALDELTA AIR LINES INC$296,2960.00%8,008CommonSOLE
368736104GNRCGenerac Holdings Inc$295,1730.00%2,709CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$293,7760.00%8,600CommonSOLE
594918104MSFTMICROSOFT CORP$291,1220.00%922CommonSOLE
83200N103SMARGBPSmartsheet Inc.$289,0460.00%7,144CommonSOLE
512816109LAMRLAMAR ADVERTISING CO-CL A$288,3050.00%3,454CommonSOLE
929042109VNOVORNADO REALTY TRUST$283,9310.00%12,519CommonSOLE
345370860FFORD$282,1200.00%22,715CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$280,4010.00%2,792CommonSOLE
749685103RPMRPM INTERNATIONAL INC$279,7840.00%2,951CommonSOLE
09247X101BLKCHFBLACKROCK INC$278,6370.00%431CommonSOLE
65336K103NXSTNEXSTAR BROADCASTING GROUP-A$277,5640.00%1,936CommonSOLE
09857L108BKNGBooking Holding Inc.$277,5560.00%90CommonSOLE
594972408MSTRMICROSTRATEGY INC-CL A$277,3970.00%845CommonSOLE
60871R209TAPMOLSON COORS BREWING CO -B$276,8070.00%4,353CommonSOLE
252131107DXCMDEXCOM INC$274,9550.00%2,947CommonSOLE
142339100CSLCARLISLE COS INC$272,2230.00%1,050CommonSOLE
626717102MURMURPHY OIL CORP$269,8780.00%5,951CommonSOLE
87612E106TGTTARGET CORP$268,5750.00%2,429CommonSOLE
718172109PMPHILIP MORRIS INTERNAT-W/I$267,8340.00%2,893CommonSOLE
631103108NDAQNASDAQ STOCK MARKET INC$267,2450.00%5,500CommonSOLE
237194105DRIDARDEN RESTAURANTS INC.$266,6760.00%1,862CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$263,8460.00%3,078CommonSOLE
025816109AXPAMERICAN EXPRESS COMPANY$260,1870.00%1,744CommonSOLE
576485205MTDRMATADOR RESOURCES CO$260,1060.00%4,373CommonSOLE
606710200MITKMitek Systems Inc$256,7010.00%23,946CommonSOLE
501044101KRKROGER CO$256,3280.00%5,728CommonSOLE
518439104ELESTEE LAUDER COMPANIES-CL A$255,7090.00%1,769CommonSOLE
500255104KSSKOHLS STK$254,8110.00%12,157CommonSOLE
831865209AOSSMITH (A.O.) CORP$251,1620.00%3,798CommonSOLE
26875P101EOGEOG RESOURCES INC$250,6050.00%1,977CommonSOLE
03073E105CORCENCORA INC$248,1790.00%1,379CommonSOLE
48251W104KKRKKR & CO INC$247,3860.00%4,016CommonSOLE
69318G106PBFPBF ENERGY INC$247,3620.00%4,621CommonSOLE
G3223R108EGEVEREST GROUP LTD$246,7890.00%664CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSPORTATION$245,6350.00%4,898CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$245,5850.00%636CommonSOLE
25809K105DASHDoorDash Inc$244,6090.00%3,078CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$243,5950.00%10,953CommonSOLE
655664100JWNUSDNORDSTROM INC$242,5810.00%16,237CommonSOLE
64110L106NFLXNETFLIX INC$242,4190.00%642CommonSOLE
038923108ABRARBOR REALTY TRUST INC$241,3320.00%15,898CommonSOLE
74762E102QUREQUANTA SERVICES INC$238,3270.00%1,274CommonSOLE
126650100CVSCVS CAREMARK CORP$237,1090.00%3,396CommonSOLE
513272104LWLAMB WESTON HOLDINGS INC$236,5130.00%2,558CommonSOLE
980745103WWDWOODWARD INC$236,0940.00%1,900CommonSOLE
G16962105BGUSDBUNGE LIMITED$235,5520.00%2,176CommonSOLE
60937P106MDBMONGODB INC$234,8390.00%679CommonSOLE
885160101THOTHOR INDUSTRIES INC$231,7370.00%2,436CommonSOLE
521865204LEALEAR CORP$231,3610.00%1,724CommonSOLE
256163106DOCUDOCUSIGN INC$228,1020.00%5,431CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$228,0340.00%609CommonSOLE
070830104BBWIBATH & BODY WORKS INC$227,8460.00%6,741CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$227,5030.00%2,866CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$227,2880.00%1,875CommonSOLE
30231G102XOMEXXON MOBIL CORPORATION$227,0470.00%1,931CommonSOLE
N53745100LYBLYONDELLBASELL INDU-CL A$226,9010.00%2,396CommonSOLE
412822108HOGHARLEY-DAVIDSON INC$226,4940.00%6,851CommonSOLE
858119100STLDSTEEL DYNAMICS INC$226,2340.00%2,110CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$222,5340.00%675CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$222,2150.00%2,577CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$219,9380.00%1,955CommonSOLE
45784P101PODDINSULET CORP$219,6180.00%1,377CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$218,7400.00%12,593CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HOLDING$218,3730.00%5,774CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$218,1780.00%1,181CommonSOLE
427866108HSYHERSHEY FOODS STK$217,6870.00%1,088CommonSOLE
524660107LEGLEGGETT & PLATT INC$217,6110.00%8,564CommonSOLE
90364P105PATHUIPATH INC - CLASS A$217,5710.00%12,716CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP INC$214,6150.00%5,859CommonSOLE
575385109DOORUSDMASONITE INTERNATIONAL CORP$211,8890.00%2,273CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$211,4120.00%1,453CommonSOLE
201723103CMCCOMMERCIAL METALS CO$208,3620.00%4,217CommonSOLE
37611X100DNA4EURGINKGO BIOWORKS HOLDINGS INC$208,0250.00%114,931CommonSOLE
090043100BILLBill.com Holdings Inc$207,6940.00%1,913CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$206,3110.00%227CommonSOLE
254709108DFSEURDISCOVER FINANCIAL SERVICES$205,9200.00%2,377CommonSOLE
292562105WIREEURENCORE WIRE CORP$205,2680.00%1,125CommonSOLE
942622200WSOWATSCO INC$204,3470.00%541CommonSOLE
867892101SHOSUNSTONE HOTEL INVESTORS INC$203,8020.00%21,797CommonSOLE
094235108BLMNBLOOMIN' BRANDS INC$203,8020.00%8,288CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$201,8110.00%1,021CommonSOLE
91529Y106UNMUNUM GROUP$200,8430.00%4,083CommonSOLE
74767V109QSQuantumscape Corp$197,7970.00%29,566CommonSOLE
879433829TDSTELEPHONE AND DATA SYSTEMS$193,7750.00%10,583CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$193,3500.00%15,694CommonSOLE
90138A103VNET21VIANET GROUP INC-ADR$188,1130.00%60,100CommonSOLE
419870100HEHAWAIIAN ELECTRIC INDS$184,6500.00%15,000CALLSOLE
668771108GENGen Digital Inc$182,9000.00%10,345CommonSOLE
163092109CHGGCHEGG INC$167,9990.00%18,834CommonSOLE
G4124C109GRABGrab Holdings Ltd$166,1320.00%46,930CommonSOLE
156431108CENXCENTURY ALUMINUM CO$162,9400.00%22,662CommonSOLE
98421M106XRXXEROX$162,1560.00%10,335CommonSOLE
46267X108IQIQIYI INC-ADR$146,9400.00%31,000CommonSOLE
83570H108SONOSONOS INC$142,9140.00%11,070CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$140,5790.00%14,598CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$139,4100.00%10,073CommonSOLE
H8817H100RIGTRANSOCEAN LTD$124,2340.00%15,132CommonSOLE
68401U204OPRXOPTIMIZERx Corp$121,5630.00%15,625CommonSOLE
64828T201RITMRithm Capital Corp$110,2820.00%11,871CommonSOLE
58463J304MPTMEDICAL PROPERTIES TRUST INC$107,6100.00%19,745CommonSOLE
G21810109CLVTCLARIVATE PLC$106,9780.00%15,943CommonSOLE
45667G103INFNEURINFINERA CORP$99,8730.00%23,893CommonSOLE
550241103LUMNLumen Technologies Inc$97,7870.00%68,864CommonSOLE
71601V105WOOFPETCO HEALTH AND WELLNESS CO$94,3810.00%23,076CommonSOLE
30260D103FIGSFigs Inc$91,4030.00%15,492CommonSOLE
916896103UECURANIUM ENERGY CORP$81,2620.00%15,779CommonSOLE
20464U100COMPCompass Inc$80,1970.00%27,654CommonSOLE
30744W107FTCHQFARFETCH LTD-CLASS A$79,9130.00%38,236CommonSOLE
60646V105MCWMister Car Wash Inc$76,7050.00%13,921CommonSOLE
68134L109OLOGBXOlo Inc$69,3630.00%11,446CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC-A$63,8670.00%12,647CommonSOLE
92766K106IPOAGBPVIRGIN GALACTIC HOLDINGS INC$60,2120.00%33,451CommonSOLE
019770106ALLOALLOGENE THERAPEUTICS INC$58,2550.00%18,377CommonSOLE
20337X109VISNCOMMSCOPE HOLDING CO INC$57,3080.00%17,056CommonSOLE
88688T100TLRYEURTilray, Inc$54,6590.00%22,870CommonSOLE
91851C201EGYVAALCO ENERGY INC$53,4040.00%12,165CommonSOLE
02156K103OPTUALTICE USA INC- A$47,6280.00%14,565CommonSOLE
75508B104RYAMRAYONIER ADVANCED MATERIALS$47,2170.00%13,338CommonSOLE
29089Q105EBSEMERGENT BIOSOLUTIONS INC$46,8550.00%13,781CommonSOLE
35953D104FUBOGBPFubotv Inc$44,5540.00%16,687CommonSOLE
19249H103CHRSCOHERUS BIOSCIENCES$42,8300.00%11,452CommonSOLE
36472T109TDAYGANNETT CO$39,1390.00%15,975CommonSOLE
92719V100VMEO*Vimeo Inc$37,0180.00%10,457CommonSOLE
31189P102FATEFATE THERAPEUTICS INC$36,7540.00%17,337CommonSOLE
59516C106MVSTMicrovast Holdings Inc$34,9800.00%18,508CommonSOLE
68375N103OPKOPKO HEALTH INC$32,2450.00%20,153CommonSOLE
18914F103CLOVClover Health Investments Corp$30,9880.00%28,693CommonSOLE
48576U106KPTIEURKaryopharm Therapeutics Inc$30,5840.00%22,824CommonSOLE
282914100EGHT8X8 INC$28,8740.00%11,458CommonSOLE
87968A104TELLEURTellurian Inc$28,3120.00%24,407CommonSOLE
76680V108REIREI US$20,6620.00%10,596CommonSOLE
374396406GEVOGevo Inc$20,5550.00%17,273CommonSOLE
00847G705AGENEURAGENUS INC$18,2270.00%16,130CommonSOLE
62548M100MPLNUSDMultiplan Corp$17,0910.00%10,173CommonSOLE
59045L106Mersana Therapeutics Inc$13,0020.00%10,238CommonSOLE
74915M100QVCAUSDQurate Retail, Inc.$10,0150.00%16,510CommonSOLE

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.