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Kapitalo Investimentos Ltda

Q2 2023 · 13F-HR

Kapitalo Investimentos Ltdaholdings as filed

Filed 2024-03-29 · accession 0000919574-24-002273

$538.1M
Reported value
457
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464286400EWZISHARES INC$128.0M23.8%3,946,560CommonNONE
464287184FXIISHARES TR$35.6M6.62%1,310,063CommonNONE
G46188101HZNPNHORIZON THERAPEUTICS PUB L$31.7M5.88%307,770CommonNONE
00507V109AIYACTIVISION BLIZZARD INC$23.4M4.36%278,133CommonNONE
878742204TECKTECK RESOURCES LTD$23.4M4.34%555,013CommonNONE
464288513HYGISHARES TR$15.5M2.88%206,318CommonNONE
808513105SCHWSCHWAB CHARLES CORP$14.3M2.65%251,768CommonNONE
718172109PMPHILIP MORRIS INTL INC$14.0M2.60%143,545CommonNONE
256677105DGDOLLAR GEN CORP NEW$13.9M2.59%81,946CommonNONE
25243Q205DEODIAGEO PLC$13.3M2.48%76,800CommonNONE
69349H107TXNMPNM RES INC$12.7M2.35%280,496CommonNONE
464288281EMBISHARES TR$10.9M2.03%125,953CommonNONE
007800105AEROJET ROCKETDYNE HLDGS INC$8.7M1.62%158,693CommonNONE
767204100RIORIO TINTO PLC$6.4M1.19%100,000CommonNONE
013091103ACIALBERTSONS COS INC$6.1M1.14%281,230CommonNONE
G98239109XPXP INC$5.8M1.07%245,664CommonNONE
15234Q207AXIACENTRAIS ELETRICAS BRASILEIR$5.7M1.07%693,629CommonNONE
29970N104EVEXEVE HLDG INC$5.2M0.97%500,000CommonNONE
02210T108ARBALTSHARES TRUST$5.1M0.95%200,000CommonNONE
81181C104SEAGEN INC$5.0M0.93%25,930CommonNONE
464286814EWNISHARES INC$4.8M0.89%111,255CommonNONE
636518102NATIONAL INSTRS CORP$4.7M0.87%81,612CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4.0M0.74%48,986CommonNONE
464288588MBBISHARES TR$3.9M0.73%41,863CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$3.7M0.69%51,893CommonNONE
M87915274TSEMTOWER SEMICONDUCTOR LTD$3.7M0.68%97,325CommonNONE
34631B101FORGEROCK INC$3.5M0.65%170,433CommonNONE
34417P100FOCUS FINL PARTNERS INC$2.7M0.50%51,547CommonNONE
22113B103CSANCOSAN S A$2.3M0.42%152,709CommonNONE
98138H101WDAYWORKDAY INC$2.0M0.37%8,805CommonNONE
92826C839VVISA INC$1.9M0.34%7,795CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.7M0.31%16,755CommonNONE
594918104MSFTMICROSOFT CORP$1.6M0.30%4,734CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$1.4M0.26%538,432CommonNONE
98156Q108WORLD WRESTLING ENTMT INC$1.2M0.22%10,923CommonNONE
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$1.1M0.21%17,968CommonNONE
02079K305GOOGLALPHABET INC$1.0M0.19%8,731CommonNONE
147528103CASYCASEYS GEN STORES INC$987,4700.18%4,049CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$957,9270.18%5,094CommonNONE
209115104EDCONSOLIDATED EDISON INC$948,6580.18%10,494CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$934,5950.17%15,045CommonNONE
681919106OMCOMNICOM GROUP INC$933,4220.17%9,810CommonNONE
92189F353HYEMVANECK ETF TRUST$915,0000.17%50,000CommonNONE
88146M101TRNOTERRENO RLTY CORP$877,1600.16%14,595CommonNONE
68235P108OGSONE GAS INC$869,3360.16%11,318CommonNONE
370334104GISGENERAL MLS INC$862,4920.16%11,245CommonNONE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$845,3270.16%18,546CommonNONE
038336103ATRAPTARGROUP INC$844,9670.16%7,293CommonNONE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$827,3930.15%34,590CommonNONE
513847103MZTILANCASTER COLONY CORP$788,4740.15%3,921CommonNONE
189054109CLXCLOROX CO DEL$754,1680.14%4,742CommonNONE
457187102INGRINGREDION INC$752,3510.14%7,101CommonNONE
501044101KRKROGER CO$740,0620.14%15,746CommonNONE
609207105MDLZMONDELEZ INTL INC$719,0430.13%9,858CommonNONE
58933Y105MRKMERCK & CO INC$708,0330.13%6,136CommonNONE
747525103QCOMQUALCOMM INC$700,4310.13%5,884CommonNONE
637417106NNNNNN REIT INC$687,8490.13%16,075CommonNONE
134429109CPBCAMPBELL SOUP CO$677,8790.13%14,830CommonNONE
147448104CWSTCASELLA WASTE SYS INC$667,0690.12%7,375CommonNONE
24790A101DENBURY INC$664,2880.12%7,701CommonNONE
589889104MMSIMERIT MED SYS INC$652,6430.12%7,803CommonNONE
92047W101VVVVALVOLINE INC$636,4320.12%16,967CommonNONE
872590104TMUST-MOBILE US INC$635,7450.12%4,577CommonNONE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$605,8460.11%63,373CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$600,0510.11%2,046CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$599,4730.11%222CommonNONE
044186104ASHASHLAND INC$597,7670.11%6,878CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$595,1520.11%623CommonNONE
780287108RGLDROYAL GOLD INC$587,6740.11%5,120CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$584,6740.11%24,331CommonNONE
736508847PORPORTLAND GEN ELEC CO$571,6540.11%12,207CommonNONE
842587107SOSOUTHERN CO$563,8270.10%8,026CommonNONE
500754106KHCKRAFT HEINZ CO$561,3260.10%15,812CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$559,7780.10%12,470CommonNONE
451107106IDAIDACORP INC$559,1700.10%5,450CommonNONE
30231G102XOMEXXON MOBIL CORP$556,3060.10%5,187CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$552,4380.10%2,516CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$543,9030.10%3,696CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$539,0280.10%252CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$538,9020.10%3,739CommonNONE
646025106NJRNEW JERSEY RES CORP$537,5140.10%11,388CommonNONE
674215207CHRDCHORD ENERGY CORPORATION$536,6080.10%3,489CommonNONE
32054K103FRFIRST INDL RLTY TR INC$536,2440.10%10,187CommonNONE
830566105SKAASKECHERS U S A INC$534,8680.10%10,157CommonNONE
893641100TDGTRANSDIGM GROUP INC$522,1950.10%584CommonNONE
23918K108DVADAVITA INC$517,9230.10%5,155CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$515,5240.10%8,975CommonNONE
86959K105SUZSUZANO S A$514,7070.10%55,825CommonNONE
171484108CHDNCHURCHILL DOWNS INC$508,1100.09%3,651CommonNONE
95058W100WENWENDYS CO$507,2540.09%23,322CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$505,4660.09%8,022CommonNONE
517834107LVSLAS VEGAS SANDS CORP$504,6000.09%8,700CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$502,6790.09%1,207CommonNONE
428291108HXLHEXCEL CORP NEW$498,8430.09%6,562CommonNONE
75281A109RRCRANGE RES CORP$498,1830.09%16,945CommonNONE
17888H103CIVICIVITAS RESOURCES INC$487,3240.09%7,025CommonNONE
718546104PSXPHILLIPS 66$485,7700.09%5,093CommonNONE
53223X107LIFE STORAGE INC$485,1710.09%3,649CommonNONE
049560105ATOATMOS ENERGY CORP$483,3930.09%4,155CommonNONE
855244109SBUXSTARBUCKS CORP$480,9360.09%4,855CommonNONE
09062X103BIIBBIOGEN INC$478,8330.09%1,681CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$476,7410.09%4,246CommonNONE
835495102SONSONOCO PRODS CO$475,9960.09%8,065CommonNONE
552848103MTGMGIC INVT CORP WIS$475,2630.09%30,099CommonNONE
91529Y106UNMUNUM GROUP$474,8540.09%9,955CommonNONE
532457108LLYLILLY ELI & CO$469,4490.09%1,001CommonNONE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$469,1690.09%41,741CommonNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$464,8830.09%5,103CommonNONE
983134107WYNNWYNN RESORTS LTD$464,7900.09%4,401CommonNONE
42809H107HESHESS CORP$462,5020.09%3,402CommonNONE
26969P108EXPEAGLE MATLS INC$461,7620.09%2,477CommonNONE
46187W107INVHINVITATION HOMES INC$459,4810.09%13,357CommonNONE
516544103LNTHLANTHEUS HLDGS INC$459,3780.09%5,474CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$457,6090.09%3,144CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$455,6250.08%355CommonNONE
816300107SIGISELECTIVE INS GROUP INC$452,9800.08%4,721CommonNONE
46284V101IRMIRON MTN INC DEL$450,5830.08%7,930CommonNONE
053332102AZOAUTOZONE INC$446,3110.08%179CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$445,4460.08%7,884CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$444,7790.08%3,207CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$444,1460.08%962CommonNONE
974155103WINGWINGSTOP INC$443,7550.08%2,217CommonNONE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$440,1620.08%4,737CommonNONE
92343E102VRSNVERISIGN INC$434,0880.08%1,921CommonNONE
19260Q107COINCOINBASE GLOBAL INC$420,8570.08%5,882CommonNONE
891092108TTCTORO CO$419,7130.08%4,129CommonNONE
369604301GEGENERAL ELECTRIC CO$418,5290.08%3,810CommonNONE
571903202MARMARRIOTT INTL INC NEW$414,7720.08%2,258CommonNONE
09073M104TECHBIO-TECHNE CORP$414,1090.08%5,073CommonNONE
57636Q104MAMASTERCARD INCORPORATED$412,5720.08%1,049CommonNONE
169905106CHHCHOICE HOTELS INTL INC$412,2600.08%3,508CommonNONE
115236101BROBROWN & BROWN INC$410,0800.08%5,957CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$406,7980.08%24,171CommonNONE
546347105LPXLOUISIANA PAC CORP$403,7670.08%5,385CommonNONE
775711104ROLROLLINS INC$403,6730.08%9,425CommonNONE
92840M102VSTVISTRA CORP$401,8350.07%15,308CommonNONE
45168D104IDXXIDEXX LABS INC$400,7800.07%798CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$399,4460.07%3,488CommonNONE
629377508NRGNRG ENERGY INC$398,2410.07%10,651CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$395,4880.07%2,908CommonNONE
03831W108APPAPPLOVIN CORP$392,7430.07%15,264CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$391,8930.07%4,199CommonNONE
443201108HWMHOWMET AEROSPACE INC$391,7220.07%7,904CommonNONE
45784P101PODDINSULET CORP$388,1060.07%1,346CommonNONE
69327R101PDC ENERGY INC$387,1440.07%5,442CommonNONE
960413102WLKWESTLAKE CORPORATION$382,7820.07%3,204CommonNONE
30161Q104EXELEXELIXIS INC$379,3530.07%19,851CommonNONE
229663109CUBECUBESMART$376,2610.07%8,425CommonNONE
723787107PXDEURPIONEER NAT RES CO$374,1670.07%1,806CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$374,1110.07%8,518CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$371,5350.07%773CommonNONE
86614U1007SUSUMMIT MATLS INC$368,5080.07%9,736CommonNONE
298736109EEFTEURONET WORLDWIDE INC$367,8380.07%3,134CommonNONE
87612E106TGTTARGET CORP$366,0230.07%2,775CommonNONE
64829B100NEW RELIC INC$365,4820.07%5,585CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$359,1510.07%5,962CommonNONE
683344105ONTOONTO INNOVATION INC$358,4950.07%3,078CommonNONE
750917106RMBSRAMBUS INC DEL$357,4910.07%5,571CommonNONE
336433107FSLRFIRST SOLAR INC$354,7080.07%1,866CommonNONE
74340W103PLDPROLOGIS INC.$351,5800.07%2,867CommonNONE
902681105UGIUGI CORP NEW$345,8360.06%12,823CommonNONE
929160109VMCVULCAN MATLS CO$344,6980.06%1,529CommonNONE
512807108LRCXEURLAM RESEARCH CORP$340,0730.06%529CommonNONE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$335,1810.06%1,451CommonNONE
52490G102LEGNLEGEND BIOTECH CORP$334,1740.06%4,841CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$327,7650.06%15,252CommonNONE
23804L103DDOGDATADOG INC$326,5230.06%3,319CommonNONE
501889208LKQLKQ CORP$325,3800.06%5,584CommonNONE
494368103KMBKIMBERLY-CLARK CORP$325,2690.06%2,356CommonNONE
26884L109EQTEQT CORP$319,7450.06%7,774CommonNONE
256746108DLTRDOLLAR TREE INC$317,2790.06%2,211CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$314,4930.06%4,371CommonNONE
680665205OLNOLIN CORP$313,0680.06%6,092CommonNONE
595112103MUMICRON TECHNOLOGY INC$312,8360.06%4,957CommonNONE
693506107PPGPPG INDS INC$312,0230.06%2,104CommonNONE
65473P105NINISOURCE INC$306,7580.06%11,216CommonNONE
776696106ROPROPER TECHNOLOGIES INC$305,3080.06%635CommonNONE
278865100ECLECOLAB INC$303,1850.06%1,624CommonNONE
12504L109CBRECBRE GROUP INC$300,4030.06%3,722CommonNONE
02209S103MOALTRIA GROUP INC$298,8890.06%6,598CommonNONE
771049103RBLXROBLOX CORP$295,6810.05%7,337CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$294,7900.05%7,641CommonNONE
56585A102MPCMARATHON PETE CORP$293,2490.05%2,515CommonNONE
513272104LWLAMB WESTON HLDGS INC$291,9730.05%2,540CommonNONE
427866108HSYHERSHEY CO$289,1530.05%1,158CommonNONE
65249B109NWSANEWS CORP NEW$288,7170.05%14,806CommonNONE
26603R106DUOLDUOLINGO INC$282,8780.05%1,979CommonNONE
686688102ORAORMAT TECHNOLOGIES INC$282,0120.05%3,505CommonNONE
577081102MATMATTEL INC$281,4150.05%14,402CommonNONE
343498101FLOFLOWERS FOODS INC$278,8300.05%11,207CommonNONE
372460105GPCGENUINE PARTS CO$278,5530.05%1,646CommonNONE
20030N101CMCSACOMCAST CORP NEW$278,3850.05%6,700CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$278,2010.05%1,869CommonNONE
98954M200ZZILLOW GROUP INC$270,2480.05%5,377CommonNONE
90384S303ULTAULTA BEAUTY INC$267,7690.05%569CommonNONE
444859102HUMHUMANA INC$267,3840.05%598CommonNONE
002824100ABTABBOTT LABS$266,8810.05%2,448CommonNONE
205887102CAGCONAGRA BRANDS INC$266,0510.05%7,890CommonNONE
94106L109WMWASTE MGMT INC DEL$265,1590.05%1,529CommonNONE
25659T107DLBDOLBY LABORATORIES INC$263,8430.05%3,153CommonNONE
69351T106PPLPPL CORP$261,1600.05%9,870CommonNONE
760759100RSGREPUBLIC SVCS INC$259,6230.05%1,695CommonNONE
257651109DCIDONALDSON INC$257,7290.05%4,123CommonNONE
H50430232LOGILOGITECH INTL S A$252,3310.05%4,248CommonNONE
98389B100XELXCEL ENERGY INC$243,8930.05%3,923CommonNONE
122017106BURLBURLINGTON STORES INC$243,0100.05%1,544CommonNONE
811543107SEBSEABOARD CORP DEL$242,1290.04%68CommonNONE
570535104MKLMARKEL GROUP CORP$240,6730.04%174CommonNONE
761152107RMDRESMED INC$238,8210.04%1,093CommonNONE
405024100HAEHAEMONETICS CORP MASS$238,3920.04%2,800CommonNONE
925652109VICIVICI PPTYS INC$236,8560.04%7,536CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$233,9650.04%4,828CommonNONE
33829M101FIVEFIVE BELOW INC$227,2000.04%1,156CommonNONE
58155Q103MCKMCKESSON CORP$226,4740.04%530CommonNONE
626755102MUSAMURPHY USA INC$224,6210.04%722CommonNONE
680223104ORIOLD REP INTL CORP$224,3650.04%8,914CommonNONE
436440101HO1HOLOGIC INC$220,5620.04%2,724CommonNONE
87162W100SNXTD SYNNEX CORPORATION$219,3020.04%2,333CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$219,2400.04%623CommonNONE
892356106TSCOTRACTOR SUPPLY CO$218,8890.04%990CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$218,4900.04%4,480CommonNONE
80689H102SNDRSCHNEIDER NATIONAL INC$218,0420.04%7,592CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$216,9110.04%2,299CommonNONE
829073105SSDSIMPSON MFG INC$216,3370.04%1,562CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$216,2240.04%3,996CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$215,6950.04%8,118CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$215,5160.04%1,294CommonNONE
05351W103AGREURAVANGRID INC$215,0020.04%5,706CommonNONE
460146103IPINTERNATIONAL PAPER CO$214,0810.04%6,730CommonNONE
79466L302CRMSALESFORCE INC$214,0060.04%1,013CommonNONE
537008104LFUSLITTELFUSE INC$212,6560.04%730CommonNONE
89531P105TREXTREX CO INC$212,5460.04%3,242CommonNONE
303250104FICOFAIR ISAAC CORP$212,0130.04%262CommonNONE
46982L108JJACOBS SOLUTIONS INC$211,2680.04%1,777CommonNONE
032654105ADIANALOG DEVICES INC$210,3950.04%1,080CommonNONE
67000B104NOVTNOVANTA INC$209,3220.04%1,137CommonNONE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$206,6830.04%3,720CommonNONE
00751Y106AAPADVANCE AUTO PARTS INC$206,3310.04%2,935CommonNONE
553530106MSMMSC INDL DIRECT INC$204,2800.04%2,144CommonNONE
37959E102GLGLOBE LIFE INC$203,7840.04%1,859CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$203,6200.04%2,269CommonNONE
580135101MCDMCDONALDS CORP$202,6200.04%679CommonNONE
539830109LMTLOCKHEED MARTIN CORP$202,5670.04%440CommonNONE
125269100CFCF INDS HLDGS INC$202,4290.04%2,916CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$200,8690.04%1,068CommonNONE
745867101PHMPULTE GROUP INC$197,6180.04%2,544CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$196,7460.04%150CommonNONE
448579102HHYATT HOTELS CORP$196,6190.04%1,716CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$194,8680.04%3,102CommonNONE
980745103WWDWOODWARD INC$194,2990.04%1,634CommonNONE
26210V102DRVNDRIVEN BRANDS HLDGS INC$193,8580.04%7,164CommonNONE
759509102RSRELIANCE STEEL & ALUMINUM CO$193,6440.04%713CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$193,6280.04%1,403CommonNONE
737446104POSTPOST HLDGS INC$193,5760.04%2,234CommonNONE
74460D109PSAPUBLIC STORAGE$189,7220.04%650CommonNONE
422806109HEIHEICO CORP NEW$186,4950.03%1,054CommonNONE
743315103PGRPROGRESSIVE CORP$186,1120.03%1,406CommonNONE
75524B104RBCRBC BEARINGS INC$183,9800.03%846CommonNONE
674599105OXYOCCIDENTAL PETE CORP$183,6320.03%3,123CommonNONE
928881101VNTVONTIER CORPORATION$183,5970.03%5,700CommonNONE
883203101TXTTEXTRON INC$181,5870.03%2,685CommonNONE
912008109USFDUS FOODS HLDG CORP$179,7840.03%4,086CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$179,0710.03%1,828CommonNONE
217204106CPRTCOPART INC$177,8600.03%3,900CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$176,6120.03%1,017CommonNONE
631103108NDAQNASDAQ INC$175,9210.03%3,529CommonNONE
020002101ALLALLSTATE CORP$175,8820.03%1,613CommonNONE
227046109CROXCROCS INC$174,3940.03%1,551CommonNONE
29530P102ERIEERIE INDTY CO$173,0480.03%824CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$171,1800.03%2,250CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$170,0000.03%2,019CommonNONE
00857U107AGILON HEALTH INC$169,5330.03%9,777CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$168,6940.03%560CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$168,3500.03%1,400CommonNONE
45167R104IEXIDEX CORP$168,1180.03%781CommonNONE
487836108KKELLOGG CO$166,2670.03%2,629CommonNONE
302491303FMCFMC CORP$165,9010.03%1,590CommonNONE
29109X106AZPN1USDASPEN TECHNOLOGY INC$165,2630.03%986CommonNONE
34959E109FTNTFORTINET INC$164,1060.03%2,171CommonNONE
20602D101CNXCCONCENTRIX CORP$163,9230.03%2,030CommonNONE
920253101VMIVALMONT INDS INC$162,9880.03%560CommonNONE
29249E109ACTENACT HLDGS INC$162,7420.03%6,476CommonNONE
98978V103ZTSZOETIS INC$161,3610.03%937CommonNONE
69331C108PCGPG&E CORP$158,7000.03%9,184CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$158,2050.03%1,594CommonNONE
959802109WUWESTERN UN CO$157,7100.03%13,445CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$157,6390.03%3,939CommonNONE
46625H100JPMJPMORGAN CHASE & CO$156,2030.03%1,074CommonNONE
540424108LLOEWS CORP$153,9720.03%2,593CommonNONE
15135B101CNCCENTENE CORP DEL$152,3020.03%2,258CommonNONE
443573100HUBSHUBSPOT INC$151,6460.03%285CommonNONE
827048109SLGNSILGAN HLDGS INC$151,1260.03%3,223CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$150,3750.03%1,851CommonNONE
126117100CNACNA FINL CORP$149,3820.03%3,868CommonNONE
74164M108PRIPRIMERICA INC$149,3090.03%755CommonNONE
375558103GILDGILEAD SCIENCES INC$147,2810.03%1,911CommonNONE
01749D105ALGMALLEGRO MICROSYSTEMS INC$146,9310.03%3,255CommonNONE
198516106COLMCOLUMBIA SPORTSWEAR CO$145,3660.03%1,882CommonNONE
056525108BMIBADGER METER INC$143,8710.03%975CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$143,1430.03%4,230CommonNONE
191098102COKECOCA COLA CONS INC$143,1050.03%225CommonNONE
549498103CCIVGBPLUCID GROUP INC$143,0300.03%20,759CommonNONE
82452J109FOURSHIFT4 PMTS INC$142,7470.03%2,102CommonNONE
682189105ONON SEMICONDUCTOR CORP$140,2620.03%1,483CommonNONE
888787108TOSTTOAST INC$139,7310.03%6,191CommonNONE
311900104FASTFASTENAL CO$139,3340.03%2,362CommonNONE
05464C101AXONAXON ENTERPRISE INC$137,9500.03%707CommonNONE
127097103CTRACOTERRA ENERGY INC$137,5060.03%5,435CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$136,2140.03%743CommonNONE
84860W300SRCUSDSPIRIT RLTY CAP INC NEW$135,5460.03%3,442CommonNONE
00287Y109ABBVABBVIE INC$132,8440.02%986CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$132,2870.02%738CommonNONE
037833100AAPLAPPLE INC$131,7060.02%679CommonNONE
260557103DOWDOW INC$129,6880.02%2,435CommonNONE
254543101DIODDIODES INC$128,4690.02%1,389CommonNONE
95040Q104WELLWELLTOWER INC$128,3220.02%1,567CommonNONE
191216100KOCOCA COLA CO$127,0640.02%2,110CommonNONE
758849103REGREGENCY CTRS CORP$125,2700.02%2,028CommonNONE
31428X106FDXFEDEX CORP$124,1980.02%501CommonNONE
369550108GDGENERAL DYNAMICS CORP$123,9260.02%576CommonNONE
021369103ALTREURALTAIR ENGR INC$123,1640.02%1,624CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$122,7200.02%1,919CommonNONE
14149Y108CAHCARDINAL HEALTH INC$119,8200.02%1,267CommonNONE
29084Q100EMEEMCOR GROUP INC$119,3680.02%646CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$118,9460.02%455CommonNONE
76169C100REXRREXFORD INDL RLTY INC$117,3380.02%2,247CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$116,2410.02%3,279CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$115,1400.02%795CommonNONE
22052L104CTVACORTEVA INC$114,5430.02%1,999CommonNONE
343412102FLRFLUOR CORP NEW$113,9010.02%3,848CommonNONE
833445109SNOWSNOWFLAKE INC$113,3310.02%644CommonNONE
40434L105HPQHP INC$110,8520.02%3,127CommonNONE
806407102HSICHENRY SCHEIN INC$110,3770.02%1,361CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$110,2110.02%839CommonNONE
596278101MIDDMIDDLEBY CORP$110,1330.02%745CommonNONE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$109,8690.02%2,299CommonNONE
438516106HONHONEYWELL INTL INC$109,5600.02%528CommonNONE
929089100VOYAVOYA FINANCIAL INC$108,7840.02%1,517CommonNONE
036752103ELVELEVANCE HEALTH INC$108,4070.02%244CommonNONE
83200N103SMARGBPSMARTSHEET INC$108,2760.02%2,830CommonNONE
339041105FLT1EURFLEETCOR TECHNOLOGIES INC$107,7130.02%429CommonNONE
172755100CRUSCIRRUS LOGIC INC$107,2570.02%1,324CommonNONE
515098101LSTRLANDSTAR SYS INC$106,0900.02%551CommonNONE
742718109PGPROCTER AND GAMBLE CO$104,3970.02%688CommonNONE
103304101BYDBOYD GAMING CORP$102,8060.02%1,482CommonNONE
831865209AOSSMITH A O CORP$102,1830.02%1,404CommonNONE
87612G101TRGPTARGA RES CORP$101,5940.02%1,335CommonNONE
695156109PKGPACKAGING CORP AMER$100,9700.02%764CommonNONE
497266106KEXKIRBY CORP$100,8050.02%1,310CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$100,5680.02%3,450CommonNONE
125523100CITHE CIGNA GROUP$99,6130.02%355CommonNONE
G7709Q104RPRXROYALTY PHARMA PLC$99,4440.02%3,235CommonNONE
85254J102STAGSTAG INDL INC$96,4100.02%2,687CommonNONE
713448108PEPPEPSICO INC$95,9440.02%518CommonNONE
832696405SJMSMUCKER J M CO$95,3950.02%646CommonNONE
216648402COOPER COS INC$95,3780.02%995CommonNONE
00508Y102AYIACUITY BRANDS INC$93,1190.02%571CommonNONE
67066G104NVDANVIDIA CORPORATION$91,7950.02%217CommonNONE
784117103SEICSEI INVTS CO$90,3840.02%1,516CommonNONE
69121K104OBDCOWL ROCK CAPITAL CORPORATION$88,7060.02%6,610CommonNONE
253393102DKSDICKS SPORTING GOODS INC$88,6990.02%671CommonNONE
084423102WRBBERKLEY W R CORP$88,2080.02%1,481CommonNONE
526057104LENLENNAR CORP$84,9600.02%678CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$82,6780.02%203CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$82,5680.02%1,260CommonNONE
714046109RVTYREVVITY INC$82,4400.02%694CommonNONE
171779309CIENCIENA CORP$78,9460.01%1,858CommonNONE
01988P108MDRXVERADIGM INC$78,9260.01%6,264CommonNONE
05969B103BANCO SANTANDER MEXICO SA$78,0500.01%15,610CommonNONE
78464A958SPDR SER TR$78,0000.01%26,000PUTNONE
008492100ADCAGREE RLTY CORP$76,1790.01%1,165CommonNONE
03073E105CORAMERISOURCEBERGEN CORP$76,0100.01%395CommonNONE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$75,9690.01%2,105CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$75,2570.01%1,202CommonNONE
524660107LEGLEGGETT & PLATT INC$71,1470.01%2,402CommonNONE
194162103CLCOLGATE PALMOLIVE CO$70,2600.01%912CommonNONE
23331A109DHID R HORTON INC$69,4850.01%571CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$67,8480.01%948CommonNONE
127190304CACICACI INTL INC$66,1230.01%194CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$64,8050.01%535CommonNONE
45337C102INCYINCYTE CORP$64,2420.01%1,032CommonNONE
052800109ALVAUTOLIV INC$64,1200.01%754CommonNONE
693718108PCARPACCAR INC$63,5740.01%760CommonNONE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$63,5580.01%2,700CommonNONE
077454106BDCBELDEN INC$63,3200.01%662CommonNONE
12514G108CDWCDW CORP$63,3080.01%345CommonNONE
64110D104NTAPNETAPP INC$62,3420.01%816CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$61,9930.01%1,098CommonNONE
70202L102PSNPARSONS CORP DEL$61,5230.01%1,278CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$61,4280.01%941CommonNONE
000360206AAONAAON INC$60,1730.01%952CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$56,4880.01%339CommonNONE
552690109MDUMDU RES GROUP INC$56,4540.01%2,696CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$56,1190.01%310CommonNONE
116794108BRKRBRUKER CORP$55,0700.01%745CommonNONE
126650100CVSCVS HEALTH CORP$54,4740.01%788CommonNONE
61945C103MOSMOSAIC CO NEW$53,3400.01%1,524CommonNONE
380237107GDDYGODADDY INC$52,2150.01%695CommonNONE
16359R103CHECHEMED CORP NEW$52,0000.01%96CommonNONE
49456B101KMIKINDER MORGAN INC DEL$51,7290.01%3,004CommonNONE
12572Q105CMECME GROUP INC$50,5840.01%273CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$49,2220.01%910CommonNONE
G9470A102VTEXVTEX$47,8080.01%9,960CommonNONE
04010L103ARCCARES CAPITAL CORP$47,6510.01%2,536CommonNONE
679295105OKTAOKTA INC$47,3660.01%683CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$44,7430.01%2,226CommonNONE
929740108WABWABTEC$44,5260.01%406CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$44,5100.01%472CommonNONE
577933104MMSMAXIMUS INC$44,1140.01%522CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$43,8750.01%388CommonNONE
231021106CMICUMMINS INC$43,6380.01%178CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$43,2640.01%1,432CommonNONE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$41,4110.01%654CommonNONE
184496107CLHCLEAN HARBORS INC$40,9430.01%249CommonNONE
833034101SNASNAP ON INC$40,3470.01%140CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$39,6860.01%237CommonNONE
882508104TXNTEXAS INSTRS INC$38,1640.01%212CommonNONE
749607107RLIRLI CORP$37,9390.01%278CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$37,5940.01%522CommonNONE
410867105THGHANOVER INS GROUP INC$37,5260.01%332CommonNONE
025932104AFGAMERICAN FINL GROUP INC OHIO$37,2880.01%314CommonNONE
001055102AFLAFLAC INC$37,0640.01%531CommonNONE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$37,0610.01%302CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$33,5440.01%104CommonNONE
441593100HLIHOULIHAN LOKEY INC$33,0320.01%336CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$32,7600.01%910CommonNONE
78409V104SPGIS&P GLOBAL INC$32,0710.01%80CommonNONE
303075105FDSFACTSET RESH SYS INC$31,6510.01%79CommonNONE
260003108DOVDOVER CORP$31,3020.01%212CommonNONE
032095101APHAMPHENOL CORP NEW$31,2620.01%368CommonNONE
09215C105BLACK KNIGHT INC$31,1140.01%560CommonNONE
45778Q107NSPINSPERITY INC$30,9300.01%260CommonNONE
126408103CSXCSX CORP$30,2810.01%888CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$29,0430.01%2,100CommonNONE
615369105MCOMOODYS CORP$28,1650.01%81CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$28,1110.01%153CommonNONE
31847R102FAFFIRST AMERN FINL CORP$27,5980.01%484CommonNONE
060505104BACBANK AMERICA CORP$25,9070.00%903CommonNONE
617446448MSMORGAN STANLEY$25,1080.00%294CommonNONE
892672106TWTRADEWEB MKTS INC$25,0640.00%366CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$25,0040.00%301CommonNONE
949746101WMT2WELLS FARGO CO NEW$24,4980.00%574CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$24,4320.00%163CommonNONE
617700109MORNMORNINGSTAR INC$24,3130.00%124CommonNONE
04621X108AIZASSURANT INC$23,6350.00%188CommonNONE
743606105PBPROSPERITY BANCSHARES INC$22,9870.00%407CommonNONE
09247X101BLKCHFBLACKROCK INC$22,1160.00%32CommonNONE
172967424CCITIGROUP INC$21,5930.00%469CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$17,7890.00%889CommonNONE
05561Q201BOKFBOK FINL CORP$16,8020.00%208CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$16,6970.00%360CommonNONE
35137L105FOXAFOX CORP$15,8440.00%466CommonNONE
00827B106AFRMAFFIRM HLDGS INC$15,1610.00%989CommonNONE
45765U103NSITINSIGHT ENTERPRISES INC$11,1220.00%76CommonNONE
91912E105VALEVALE S A$9,3940.00%700CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$8,3520.00%229CommonNONE
172062101CINFCINCINNATI FINL CORP$7,5910.00%78CommonNONE

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.