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Kapitalo Investimentos Ltda

Q3 2023 · 13F-HR

Kapitalo Investimentos Ltdaholdings as filed

Filed 2024-03-29 · accession 0000919574-24-002274

$735.9M
Reported value
530
Positions
2023-09-30
Period end
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Holdings as filed

First 500 of 530

CUSIPTickerIssuerValue% port.SharesClassVoting
00507V109AIYACTIVISION BLIZZARD INC$121.1M16.5%1,292,864CommonNONE
464286400EWZISHARES INC$65.6M8.92%2,140,401CommonNONE
464287184FXIISHARES TR$61.9M8.41%2,331,863CommonNONE
G46188101HZNPNHORIZON THERAPEUTICS PUB L$45.0M6.12%389,390CommonNONE
37954Y871URAGLOBAL X FDS$38.9M5.28%1,437,547CommonNONE
922908736VUGVANGUARD INDEX FDS$31.0M4.21%113,870CommonNONE
878742204TECKTECK RESOURCES LTD$27.8M3.78%645,013CommonNONE
594918104MSFTMICROSOFT CORP$23.6M3.21%74,862CommonNONE
767204100RIORIO TINTO PLC$16.4M2.23%258,000CommonNONE
718172109PMPHILIP MORRIS INTL INC$15.2M2.07%164,416CommonNONE
500767306KWEBKRANESHARES TR$15.2M2.06%554,500CommonNONE
81181C104SEAGEN INC$15.0M2.04%70,630CommonNONE
25243Q205DEODIAGEO PLC$14.0M1.90%93,600CommonNONE
256677105DGDOLLAR GEN CORP NEW$11.5M1.56%108,422CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$11.4M1.55%216,800CommonNONE
69349H107TXNMPNM RES INC$9.9M1.34%221,785CommonNONE
15234Q207AXIACENTRAIS ELETRICAS BRASILEIR$8.7M1.19%1,193,108CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$7.7M1.04%634,003CommonNONE
86959K105SUZSUZANO S A$7.4M1.00%686,829CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$7.3M1.00%84,355CommonNONE
013091103ACIALBERTSONS COS INC$6.4M0.87%281,017CommonNONE
10552T107P5YBRF SA$6.2M0.85%3,038,262CommonNONE
02210T108ARBALTSHARES TRUST$5.9M0.80%225,000CommonNONE
G98239109XPXP INC$5.7M0.77%245,664CommonNONE
29970N104EVEXEVE HLDG INC$4.1M0.56%500,000CommonNONE
64829B100NEW RELIC INC$3.5M0.47%40,725CommonNONE
464286814EWNISHARES INC$3.4M0.46%89,322CommonNONE
928563402VMWAVMWARE INC$2.2M0.30%13,403CommonNONE
759509102RSRELIANCE STEEL & ALUMINUM CO$1.8M0.24%6,816CommonNONE
98138H101WDAYWORKDAY INC$1.8M0.24%8,307CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.24%4,416CommonNONE
M87915274TSEMTOWER SEMICONDUCTOR LTD$1.6M0.21%63,507CommonNONE
403949100DINOHF SINCLAIR CORP$1.5M0.21%27,010CommonNONE
65249B109NWSANEWS CORP NEW$1.3M0.18%62,005CommonNONE
191098102COKECOCA COLA CONS INC$1.3M0.18%2,030CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.3M0.17%28,742CommonNONE
370334104GISGENERAL MLS INC$1.2M0.17%18,975CommonNONE
745867101PHMPULTE GROUP INC$1.1M0.15%14,974CommonNONE
651587107NEUNEWMARKET CORP$1.1M0.14%2,318CommonNONE
723484101PNWPINNACLE WEST CAP CORP$1.0M0.14%13,898CommonNONE
78464A958SPDR SER TR$960,0000.13%16,000PUTNONE
30303M102METAMETA PLATFORMS INC$936,9550.13%3,121CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$934,3390.13%18,231CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$931,8130.13%8,829CommonNONE
64110L106NFLXNETFLIX INC$910,3940.12%2,411CommonNONE
464287954ISHARES TR$900,0000.12%15,000PUTNONE
343498101FLOFLOWERS FOODS INC$894,5190.12%40,330CommonNONE
749685103RPMRPM INTL INC$887,9900.12%9,366CommonNONE
09739D100BCCBOISE CASCADE CO DEL$876,0460.12%8,502CommonNONE
680665205OLNOLIN CORP$875,2500.12%17,512CommonNONE
650111107NYTNEW YORK TIMES CO$856,1360.12%20,780CommonNONE
553530106MSMMSC INDL DIRECT INC$851,9420.12%8,680CommonNONE
84860W300SRCUSDSPIRIT RLTY CAP INC NEW$851,1590.12%25,385CommonNONE
830566105SKAASKECHERS U S A INC$828,5770.11%16,927CommonNONE
56585A102MPCMARATHON PETE CORP$823,5920.11%5,442CommonNONE
934550203WMGWARNER MUSIC GROUP CORP$822,1150.11%26,182CommonNONE
50540R409LSILABORATORY CORP AMER HLDGS$817,4690.11%4,066CommonNONE
69318G106PBFPBF ENERGY INC$814,2980.11%15,212CommonNONE
20440T300C1B2COMPANHIA BRASILEIRA DE DIST$809,2990.11%1,214,252CommonNONE
670346105NUENUCOR CORP$805,5150.11%5,152CommonNONE
80689H102SNDRSCHNEIDER NATIONAL INC$803,3700.11%29,013CommonNONE
747525103QCOMQUALCOMM INC$783,4170.11%7,054CommonNONE
579780206MKCMCCORMICK & CO INC$769,9400.10%10,179CommonNONE
23331A109DHID R HORTON INC$763,8970.10%7,108CommonNONE
201723103CMCCOMMERCIAL METALS CO$763,6810.10%15,456CommonNONE
049560105ATOATMOS ENERGY CORP$749,8780.10%7,079CommonNONE
086516101BBYBEST BUY INC$720,8900.10%10,377CommonNONE
482480100KLACKLA CORP$713,6750.10%1,556CommonNONE
127190304CACICACI INTL INC$709,1680.10%2,259CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$701,5010.10%5,635CommonNONE
858119100STLDSTEEL DYNAMICS INC$700,2540.10%6,531CommonNONE
731068102PIIPOLARIS INC$698,5710.09%6,708CommonNONE
756109104OREALTY INCOME CORP$681,8810.09%13,654CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$681,4260.09%8,206CommonNONE
92556V106VTRSVIATRIS INC$676,6330.09%68,624CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$672,3260.09%26,232CommonNONE
487836108KKELLANOVA$666,1150.09%11,929CommonNONE
478160104JNJJOHNSON & JOHNSON$659,6010.09%4,235CommonNONE
526057104LENLENNAR CORP$644,5370.09%5,743CommonNONE
512807108LRCXEURLAM RESEARCH CORP$643,0660.09%1,026CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$624,1360.08%3,736CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$623,8530.08%2,762CommonNONE
09062X103BIIBBIOGEN INC$611,4270.08%2,379CommonNONE
501044101KRKROGER CO$608,0630.08%13,588CommonNONE
574599106MASMASCO CORP$602,0070.08%11,263CommonNONE
26210C104DBXDROPBOX INC$591,5990.08%21,726CommonNONE
35137L105FOXAFOX CORP$590,3660.08%18,922CommonNONE
297178105ESSESSEX PPTY TR INC$585,1560.08%2,759CommonNONE
254067101DDSDILLARDS INC$570,6470.08%1,725CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$562,8480.08%232,582CommonNONE
237194105DRIDARDEN RESTAURANTS INC$562,5680.08%3,928CommonNONE
871829107SYYSYSCO CORP$555,3480.08%8,408CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$545,3670.07%4,991CommonNONE
501889208LKQ0$542,6790.07%10,961CommonNONE
243537107DECKDECKERS OUTDOOR CORP$537,2240.07%1,045CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$535,5080.07%17,466CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$533,5860.07%7,945CommonNONE
58155Q103MCKMCKESSON CORP$527,0380.07%1,212CommonNONE
29084Q100EMEEMCOR GROUP INC$526,3960.07%2,502CommonNONE
379577208GMEDGLOBUS MED INC$524,2050.07%10,558CommonNONE
45337C102INCYINCYTE CORP$517,6190.07%8,960CommonNONE
29476L107EQREQUITY RESIDENTIAL$513,2430.07%8,742CommonNONE
169905106CHHCHOICE HOTELS INTL INC$508,5390.07%4,151CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$506,2380.07%3,935CommonNONE
038222105AMATAPPLIED MATLS INC$505,8960.07%3,654CommonNONE
20825C104COPCONOCOPHILLIPS$497,7690.07%4,155CommonNONE
693506107PPGPPG INDS INC$491,4230.07%3,786CommonNONE
690742101OCOWENS CORNING NEW$487,6660.07%3,575CommonNONE
008492100ADCAGREE RLTY CORP$484,2890.07%8,767CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$479,5850.07%8,263CommonNONE
718546104PSXPHILLIPS 66$479,1580.07%3,988CommonNONE
885160101THOTHOR INDS INC$474,6990.06%4,990CommonNONE
69331C108PCGPG&E CORP$473,3830.06%29,348CommonNONE
302491303FMCFMC CORP$473,3440.06%7,068CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$470,3150.06%13,768CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$470,1740.06%7,988CommonNONE
59001A102MTHMERITAGE HOMES CORP$467,1630.06%3,817CommonNONE
824348106SHWSHERWIN WILLIAMS CO$466,9970.06%1,831CommonNONE
832696405SJMSMUCKER J M CO$461,5270.06%3,755CommonNONE
629377508NRGNRG ENERGY INC$459,7360.06%11,935CommonNONE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$458,0570.06%101,340CommonNONE
68235P108OGSONE GAS INC$456,4520.06%6,685CommonNONE
681919106OMCOMNICOM GROUP INC$455,2960.06%6,113CommonNONE
08579W103BERYEURBERRY GLOBAL GROUP INC$452,5000.06%7,309CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$451,0600.06%2,610CommonNONE
91913Y100VLOVALERO ENERGY CORP$450,7800.06%3,181CommonNONE
375558103GILDGILEAD SCIENCES INC$439,8980.06%5,870CommonNONE
05722G100BKRBAKER HUGHES COMPANY$439,1690.06%12,434CommonNONE
15872M104APY1EURCHAMPIONX CORPORATION$438,4110.06%12,308CommonNONE
40434L105HPQHP INC$437,1570.06%17,010CommonNONE
21874C102CNMCORE & MAIN INC$436,8470.06%15,142CommonNONE
45168D104IDXXIDEXX LABS INC$436,3950.06%998CommonNONE
737446104POSTPOST HLDGS INC$434,7880.06%5,071CommonNONE
880770102TERTERADYNE INC$424,5440.06%4,226CommonNONE
075887109BDXBECTON DICKINSON & CO$423,2140.06%1,637CommonNONE
447011107HUNHUNTSMAN CORP$420,1440.06%17,219CommonNONE
78468R556XOPSPDR SER TR$420,0640.06%2,840CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$420,0510.06%3,447CommonNONE
14149Y108CAHCARDINAL HEALTH INC$418,2990.06%4,818CommonNONE
29415F104NVSTENVISTA HOLDINGS CORPORATION$413,4880.06%14,831CommonNONE
073685109BECNUSDBEACON ROOFING SUPPLY INC$407,6890.06%5,283CommonNONE
806407102HSICHENRY SCHEIN INC$405,8510.06%5,466CommonNONE
89055F103BLDTOPBUILD CORP$401,5540.05%1,596CommonNONE
036752103ELVELEVANCE HEALTH INC$400,1510.05%919CommonNONE
127097103CTRACOTERRA ENERGY INC$398,9060.05%14,747CommonNONE
29249E109ACTENACT HLDGS INC$397,3670.05%14,593CommonNONE
444859102HUMHUMANA INC$396,5140.05%815CommonNONE
372460105GPCGENUINE PARTS CO$392,7140.05%2,720CommonNONE
889478103TOLTOLL BROTHERS INC$390,5830.05%5,281CommonNONE
654106103NKENIKE INC$381,7150.05%3,992CommonNONE
45765U103NSITINSIGHT ENTERPRISES INC$381,2100.05%2,620CommonNONE
256746108DLTRDOLLAR TREE INC$380,2390.05%3,572CommonNONE
668771108GENGEN DIGITAL INC$379,4130.05%21,460CommonNONE
02079K305GOOGLALPHABET INC$376,8770.05%2,880CommonNONE
69047Q102OVVOVINTIV INC$376,2790.05%7,910CommonNONE
776696106ROPROPER TECHNOLOGIES INC$375,8010.05%776CommonNONE
007973100AEISADVANCED ENERGY INDS$374,7380.05%3,634CommonNONE
98954M200ZZILLOW GROUP INC$373,0650.05%8,082CommonNONE
829073105SSDSIMPSON MFG INC$364,6380.05%2,434CommonNONE
191216100KOCOCA COLA CO$364,5420.05%6,512CommonNONE
277276101EGPEASTGROUP PPTY INC$361,3700.05%2,170CommonNONE
775711104ROLROLLINS INC$359,8610.05%9,640CommonNONE
26969P108EXPEAGLE MTLS INC$359,8500.05%2,161CommonNONE
G97822103PRGOPERRIGO CO PLC$358,5430.05%11,222CommonNONE
92826C839VVISA INC$356,0550.05%1,548CommonNONE
704326107PAYXPAYCHEX INC$355,7930.05%3,085CommonNONE
74624M102PPURE STORAGE INC$355,3450.05%9,976CommonNONE
407497106HLNEHAMILTON LANE INC$354,9770.05%3,925CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$353,2100.05%27,573CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$351,9750.05%9,214CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$350,7540.05%2,651CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$346,3210.05%5,033CommonNONE
134429109CPBCAMPBELL SOUP CO$342,6070.05%8,340CommonNONE
723787107PXDEURPIONEER NAT RES CO$342,2590.05%1,491CommonNONE
831865209AOSSMITH A O CORP$340,4370.05%5,148CommonNONE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$340,3000.05%4,840CommonNONE
172755100CRUSCIRRUS LOGIC INC$337,9230.05%4,569CommonNONE
751212101RLRALPH LAUREN CORP$337,1250.05%2,904CommonNONE
33829M101FIVEFIVE BELOW INC$335,6370.05%2,086CommonNONE
209115104EDCONSOLIDATED EDISON INC$333,1390.05%3,895CommonNONE
231561101CWCURTISS WRIGHT CORP$331,2020.05%1,693CommonNONE
253393102DKSDICKS SPORTING GOODS INC$331,1690.05%3,050CommonNONE
68389X105ORCLORACLE CORP$330,7880.04%3,123CommonNONE
876030107TPRTAPESTRY INC$328,6130.04%11,430CommonNONE
26884L109EQTEQT CORP$327,5210.04%8,071CommonNONE
032095101APHAMPHENOL CORP NEW$325,6290.04%3,877CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$324,9170.04%2,080CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$323,4130.04%5,476CommonNONE
635017106FIZZNATIONAL BEVERAGE CORP$322,9330.04%6,868CommonNONE
64110D104NTAPNETAPP INC$318,1650.04%4,193CommonNONE
361448103GATXGATX CORP$314,5190.04%2,890CommonNONE
205887102CAGCONAGRA BRANDS INC$309,9560.04%11,304CommonNONE
125523100CITHE CIGNA GROUP$309,2420.04%1,081CommonNONE
90384S303ULTAULTA BEAUTY INC$308,3750.04%772CommonNONE
891092108TTCTORO CO$305,4760.04%3,676CommonNONE
464288953ISHARES TR$300,0000.04%20,000PUTNONE
62944T105NVRNVR INC$298,1650.04%50CommonNONE
517834107LVSLAS VEGAS SANDS CORP$295,8970.04%6,455CommonNONE
71424F105PRPERMIAN RESOURCES CORP$291,5270.04%20,883CommonNONE
00130H105AESAES CORP$290,7760.04%19,130CommonNONE
30161Q104EXELEXELIXIS INC$286,4320.04%13,109CommonNONE
443201108HWMHOWMET AEROSPACE INC$284,2990.04%6,147CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$283,1860.04%6,646CommonNONE
125269100CFCF INDS HLDGS INC$283,0280.04%3,301CommonNONE
30063P105EXKEXACT SCIENCES CORP$282,9080.04%4,147CommonNONE
686688102ORAORMAT TECHNOLOGIES INC$281,8480.04%4,031CommonNONE
68622V106OGNORGANON & CO$281,4060.04%16,210CommonNONE
40412C101HCAHCA HEALTHCARE INC$281,1550.04%1,143CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$281,1340.04%3,102CommonNONE
929160109VMCVULCAN MATLS CO$279,1920.04%1,382CommonNONE
133131102CPTCAMDEN PPTY TR$278,6330.04%2,946CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$278,0240.04%1,359CommonNONE
91529Y106UNMUNUM GROUP$277,2350.04%5,636CommonNONE
74164M108PRIPRIMERICA INC$276,0760.04%1,423CommonNONE
552848103MTGMGIC INVT CORP WIS$273,8330.04%16,407CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$273,5320.04%2,532CommonNONE
031162100AMGNAMGEN INC$273,3290.04%1,017CommonNONE
680223104ORIOLD REP INTL CORP$270,9630.04%10,058CommonNONE
09073M104TECHBIO-TECHNE CORP$269,5570.04%3,960CommonNONE
85225A1078DTSQUARESPACE INC$267,1030.04%9,220CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$262,2460.04%2,561CommonNONE
882681109TXRHTEXAS ROADHOUSE INC$261,6800.04%2,723CommonNONE
04010L103ARCCARES CAPITAL CORP$259,4770.04%13,327CommonNONE
959802109WUWESTERN UN CO$259,1190.04%19,660CommonNONE
515098101LSTRLANDSTAR SYS INC$258,1550.04%1,459CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$255,9890.03%3,779CommonNONE
835495102SONSONOCO PRODS CO$255,7710.03%4,706CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$255,3370.03%2,062CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$254,6370.03%834CommonNONE
12504L109CBRECBRE GROUP INC$253,7830.03%3,436CommonNONE
48020Q107JLLJONES LANG LASALLE INC$253,4180.03%1,795CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$251,3480.03%8,770CommonNONE
12572Q105CMECME GROUP INC$251,0760.03%1,254CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$250,7740.03%1,924CommonNONE
750236101RDNRADIAN GROUP INC$250,0200.03%9,957CommonNONE
198516106COLMCOLUMBIA SPORTSWEAR CO$249,1240.03%3,362CommonNONE
42809H107HESHESS CORP$249,0840.03%1,628CommonNONE
126117100CNACNA FINL CORP$248,3380.03%6,311CommonNONE
427866108HSYHERSHEY CO$247,6990.03%1,238CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$245,9360.03%3,151CommonNONE
844895102SWXSOUTHWEST GAS HLDGS INC$245,4460.03%4,063CommonNONE
960413102WLKWESTLAKE CORPORATION$244,9770.03%1,965CommonNONE
78454L100SMSM ENERGY CO$244,8780.03%6,176CommonNONE
92343E102VRSNVERISIGN INC$243,2390.03%1,201CommonNONE
929740108WABWABTEC$242,6140.03%2,283CommonNONE
717081103PFEPFIZER INC$241,6770.03%7,286CommonNONE
37959E102GLGLOBE LIFE INC$241,5980.03%2,222CommonNONE
056525108BMIBADGER METER INC$241,2700.03%1,677CommonNONE
31428X106FDXFEDEX CORP$240,8120.03%909CommonNONE
816300107SIGISELECTIVE INS GROUP INC$239,9730.03%2,326CommonNONE
337738108FISVFISERV INC$238,2330.03%2,109CommonNONE
87612E106TGTTARGET CORP$237,5040.03%2,148CommonNONE
637417106NNNNNN REIT INC$237,4140.03%6,718CommonNONE
570535104MKLMARKEL GROUP INC$237,0710.03%161CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$236,2700.03%3,801CommonNONE
031100100AMEAMETEK INC$235,9730.03%1,597CommonNONE
16679L109CHWYCHEWY INC$234,2940.03%12,831CommonNONE
912909108USX1UNITED STATES STL CORP NEW$232,6870.03%7,164CommonNONE
626717102MURMURPHY OIL CORP$230,7410.03%5,088CommonNONE
75513E101RTXRTX CORPORATION$228,1450.03%3,170CommonNONE
500754106KHCKRAFT HEINZ CO$226,6660.03%6,738CommonNONE
358054104FRSHFRESHWORKS INC$226,5300.03%11,372CommonNONE
784117103SEICSEI INVTS CO$225,8020.03%3,749CommonNONE
26856L103ELFE L F BEAUTY INC$223,3940.03%2,034CommonNONE
192422103CGNXCOGNEX CORP$221,7070.03%5,224CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$220,6930.03%1,214CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$220,3740.03%477CommonNONE
29977A105EVREVERCORE INC$219,3670.03%1,591CommonNONE
74460D109PSAPUBLIC STORAGE$218,9850.03%831CommonNONE
315616102FFIVF5 INC$217,8610.03%1,352CommonNONE
74758T303QLYSQUALYS INC$217,6890.03%1,427CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$216,6760.03%157CommonNONE
69370C100PTCPTC INC$216,0620.03%1,525CommonNONE
00724F101ADBEADOBE INC$215,6880.03%423CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$214,9140.03%6,308CommonNONE
437076102HDHOME DEPOT INC$208,4900.03%690CommonNONE
336433107FSLRFIRST SOLAR INC$207,6430.03%1,285CommonNONE
701094104PHPARKER-HANNIFIN CORP$207,6140.03%533CommonNONE
624756102MLIMUELLER INDS INC$205,4870.03%5,468CommonNONE
09227Q100BLKBBLACKBAUD INC$204,0690.03%2,902CommonNONE
00766T100ACMAECOM$203,8630.03%2,455CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$203,5850.03%224CommonNONE
004225108ACADACADIA PHARMACEUTICALS INC$200,3770.03%9,615CommonNONE
G491BT108IVZINVESCO LTD$198,9240.03%13,700CommonNONE
833034101SNASNAP ON INC$197,9270.03%776CommonNONE
882508104TXNTEXAS INSTRS INC$196,6950.03%1,237CommonNONE
983793100XPOXPO INC$196,6540.03%2,634CommonNONE
037833100AAPLAPPLE INC$194,3230.03%1,135CommonNONE
910047109UALUNITED AIRLS HLDGS INC$194,0300.03%4,587CommonNONE
30040W108ESEVERSOURCE ENERGY$191,5460.03%3,294CommonNONE
596278101MIDDMIDDLEBY CORP$191,3600.03%1,495CommonNONE
539830109LMTLOCKHEED MARTIN CORP$190,9840.03%467CommonNONE
25862V105DVDOUBLEVERIFY HLDGS INC$190,0600.03%6,800CommonNONE
571903202MARMARRIOTT INTL INC NEW$189,8770.03%966CommonNONE
256163106DOCUDOCUSIGN INC$189,6720.03%4,516CommonNONE
371901109GNTXGENTEX CORP$189,3180.03%5,818CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$188,6020.03%2,084CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$187,7010.03%1,078CommonNONE
631103108NDAQNASDAQ INC$187,0720.03%3,850CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$186,9020.03%2,170CommonNONE
88076W103TDCTERADATA CORP DEL$185,5270.03%4,121CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$184,9130.03%1,128CommonNONE
460146103IPINTERNATIONAL PAPER CO$184,9050.03%5,213CommonNONE
89531P105TREXTREX CO INC$183,9040.02%2,984CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$183,8390.02%1,142CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$183,4980.02%1,810CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$182,1280.02%770CommonNONE
405024100HAEHAEMONETICS CORP MASS$180,5040.02%2,015CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$180,4050.02%2,604CommonNONE
29275Y102ENSENERSYS$179,4940.02%1,896CommonNONE
115236101BROBROWN & BROWN INC$179,4190.02%2,569CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$178,9310.02%2,228CommonNONE
122017106BURLBURLINGTON STORES INC$177,5140.02%1,312CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$177,4620.02%1,926CommonNONE
097023105BABOEING CO$176,5370.02%921CommonNONE
577081102MATMATTEL INC$176,3280.02%8,004CommonNONE
247361702DALDELTA AIR LINES INC DEL$173,0490.02%4,677CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$172,7010.02%56CommonNONE
77543R102ROKUROKU INC$170,1220.02%2,410CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$170,0470.02%2,988CommonNONE
95058W100WENWENDYS CO$169,1990.02%8,290CommonNONE
636518102NATIONAL INSTRS CORP$168,1880.02%2,821CommonNONE
281020107EIXEDISON INTL$165,1870.02%2,610CommonNONE
042735100ARWARROW ELECTRS INC$164,0640.02%1,310CommonNONE
423452101HPHELMERICH & PAYNE INC$161,0090.02%3,819CommonNONE
418100103HCP2EURHASHICORP INC$159,6500.02%6,993CommonNONE
49271V100KDPKEURIG DR PEPPER INC$159,2710.02%5,045CommonNONE
115637209BF/BBROWN FORMAN CORP$154,9550.02%2,686CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$154,5860.02%1,968CommonNONE
053774105CARAVIS BUDGET GROUP$154,3540.02%859CommonNONE
892672106TWTRADEWEB MKTS INC$152,7810.02%1,905CommonNONE
117043109BCBRUNSWICK CORP$152,6280.02%1,932CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$152,4390.02%9,753CommonNONE
466313103JBLJABIL INC$150,2380.02%1,184CommonNONE
34959J108FTVFORTIVE CORP$149,7290.02%2,019CommonNONE
92047W101VVVVALVOLINE INC$149,4320.02%4,635CommonNONE
67066G104NVDANVIDIA CORPORATION$148,3320.02%341CommonNONE
237266101DARDARLING INGREDIENTS INC$148,1440.02%2,838CommonNONE
896239100TRMBTRIMBLE INC$148,0070.02%2,748CommonNONE
91879Q109MTNVAIL RESORTS INC$145,1160.02%654CommonNONE
928881101VNTVONTIER CORPORATION$144,5200.02%4,674CommonNONE
143658300CCL1EURCARNIVAL CORP$144,4720.02%10,530CommonNONE
682189105ONON SEMICONDUCTOR CORP$142,4920.02%1,533CommonNONE
98978V103ZTSZOETIS INC$142,1420.02%817CommonNONE
05329W102ANAUTONATION INC$140,6510.02%929CommonNONE
G9618E107WTMWHITE MTNS INS GROUP LTD$137,6030.02%92CommonNONE
46982L108JJACOBS SOLUTIONS INC$137,5920.02%1,008CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$137,2030.02%1,227CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$136,3920.02%501CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$136,2400.02%2,573CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$135,7580.02%1,377CommonNONE
05478C105AZEKAZEK CO INC$134,1870.02%4,512CommonNONE
640491106NEOGNEOGEN CORP$132,7460.02%7,160CommonNONE
04621X108AIZASSURANT INC$132,6680.02%924CommonNONE
311900104FASTFASTENAL CO$130,3160.02%2,385CommonNONE
031652100AMKRAMKOR TECHNOLOGY INC$129,4300.02%5,727CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$128,9610.02%1,545CommonNONE
70202L102PSNPARSONS CORP DEL$128,7550.02%2,369CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$128,2620.02%674CommonNONE
887389104TKRTIMKEN CO$127,8730.02%1,740CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$127,6580.02%819CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$127,3420.02%781CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$127,0560.02%252CommonNONE
00508Y102AYIACUITY BRANDS INC$126,2000.02%741CommonNONE
693718108PCARPACCAR INC$126,1700.02%1,484CommonNONE
002824100ABTABBOTT LABS$125,1300.02%1,292CommonNONE
441593100HLIHOULIHAN LOKEY INC$124,7950.02%1,165CommonNONE
98419M100XYLXYLEM INC$124,6200.02%1,369CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$123,5910.02%3,726CommonNONE
384802104GWWGRAINGER W W INC$123,1480.02%178CommonNONE
879369106TFXTELEFLEX INCORPORATED$122,9530.02%626CommonNONE
91912E105VALEVALE S A$122,7440.02%9,160CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$121,9130.02%297CommonNONE
103304101BYDBOYD GAMING CORP$121,9030.02%2,004CommonNONE
440452100HRLHORMEL FOODS CORP$119,9850.02%3,155CommonNONE
184496107CLHCLEAN HARBORS INC$119,8300.02%716CommonNONE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$119,7580.02%2,388CommonNONE
29786A106ETSYETSY INC$119,5380.02%1,851CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$119,3330.02%2,025CommonNONE
892356106TSCOTRACTOR SUPPLY CO$119,1900.02%587CommonNONE
339041105FLT1EURFLEETCOR TECHNOLOGIES INC$118,9880.02%466CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$117,5040.02%1,558CommonNONE
448579102HHYATT HOTELS CORP$115,8390.02%1,092CommonNONE
303075105FDSFACTSET RESH SYS INC$115,4370.02%264CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$115,2150.02%1,151CommonNONE
78709Y105SAIASAIA INC$112,4190.02%282CommonNONE
880779103TEXTEREX CORP NEW$112,1290.02%1,946CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$110,7740.02%486CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$109,9600.01%966CommonNONE
75281A109RRCRANGE RES CORP$109,9020.01%3,391CommonNONE
49427F108KRCKILROY RLTY CORP$107,3160.01%3,395CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$105,2890.01%1,004CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$104,6600.01%1,166CommonNONE
29358P101ENSGENSIGN GROUP INC$103,7100.01%1,116CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$103,3380.01%1,622CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$103,0680.01%3,073CommonNONE
552690109MDUMDU RES GROUP INC$101,7770.01%5,198CommonNONE
29355A107ENPHENPHASE ENERGY INC$101,1660.01%842CommonNONE
353514102FELEFRANKLIN ELEC INC$100,9190.01%1,131CommonNONE
26875P101EOGEOG RES INC$100,9010.01%796CommonNONE
00287Y109ABBVABBVIE INC$100,7650.01%676CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$96,7260.01%1,841CommonNONE
911363109URIUNITED RENTALS INC$94,2490.01%212CommonNONE
278865100ECLECOLAB INC$94,0170.01%555CommonNONE
302941109FCNFTI CONSULTING INC$93,4870.01%524CommonNONE
912008109USFDUS FOODS HLDG CORP$92,2630.01%2,324CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$91,8990.01%1,296CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$90,5260.01%110CommonNONE
244199105DEDEERE & CO$90,1940.01%239CommonNONE
148929102CAVACAVA GROUP INC$90,0520.01%2,940CommonNONE
87162W100SNXTD SYNNEX CORPORATION$89,9740.01%901CommonNONE
291011104EMREMERSON ELEC CO$89,3270.01%925CommonNONE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$89,0130.01%4,473CommonNONE
30161N101EXCEXELON CORP$88,4290.01%2,340CommonNONE
50212V100LPLALPL FINL HLDGS INC$87,9310.01%370CommonNONE
23918K108DVADAVITA INC$87,1570.01%922CommonNONE
680033107ONBOLD NATL BANCORP IND$86,9930.01%5,983CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$86,4760.01%786CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$82,2510.01%385CommonNONE
01749D105ALGMALLEGRO MICROSYSTEMS INC$81,7660.01%2,560CommonNONE
594972408MSTRMICROSTRATEGY INC$81,4130.01%248CommonNONE
87612G101TRGPTARGA RES CORP$81,0050.01%945CommonNONE
749607107RLIRLI CORP$80,9900.01%596CommonNONE
05351W103AGREURAVANGRID INC$79,6490.01%2,640CommonNONE
688239201OSKOSHKOSH CORP$79,3980.01%832CommonNONE
540424108LLOEWS CORP$79,3910.01%1,254CommonNONE
011659109ALKALASKA AIR GROUP INC$79,3140.01%2,139CommonNONE
929089100VOYAVOYA FINANCIAL INC$78,6100.01%1,183CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$78,4130.01%43CommonNONE
443573100HUBSHUBSPOT INC$78,3080.01%159CommonNONE
608190104MHKMOHAWK INDS INC$75,4270.01%879CommonNONE
001055102AFLAFLAC INC$74,6780.01%973CommonNONE
773903109ROKROCKWELL AUTOMATION INC$73,7540.01%258CommonNONE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$72,6300.01%927CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$72,0960.01%4,506CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$71,9580.01%2,680CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$71,8080.01%674CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$71,5710.01%713CommonNONE
216648402COOPER COS INC$71,5520.01%900CommonNONE
252131107DXCMDEXCOM INC$71,0950.01%762CommonNONE
761152107RMDRESMED INC$70,5340.01%477CommonNONE
74967X103RHRH$70,0550.01%265CommonNONE
94419L101WWAYFAIR INC$69,9580.01%1,155CommonNONE
525327102LDOSLEIDOS HLDGS INC$69,9490.01%759CommonNONE
457187102INGRINGREDION INC$69,8640.01%710CommonNONE
338307101FIVNFIVE9 INC$68,5440.01%1,066CommonNONE
45784P101PODDINSULET CORP$68,2620.01%428CommonNONE
26622P107DOCSDOXIMITY INC$68,2010.01%3,214CommonNONE
754907103RYNRAYONIER INC$67,4220.01%2,369CommonNONE
320517105FHNFIRST HORIZON CORPORATION$66,9130.01%6,072CommonNONE
78464A908SPDR SER TR$66,0000.01%6,000CALLNONE
31847R102FAFFIRST AMERN FINL CORP$65,7540.01%1,164CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$65,3360.01%450CommonNONE
217204106CPRTCOPART INC$65,0660.01%1,510CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$65,0460.01%956CommonNONE
257651109DCIDONALDSON INC$65,0080.01%1,090CommonNONE
29530P102ERIEERIE INDTY CO$64,9280.01%221CommonNONE
013872106AAALCOA CORP$64,8330.01%2,231CommonNONE
25746U109DDOMINION ENERGY INC$63,8780.01%1,430CommonNONE
025932104AFGAMERICAN FINL GROUP INC OHIO$61,8650.01%554CommonNONE
52736R102LEVILEVI STRAUSS & CO NEW$61,5720.01%4,534CommonNONE
827048109SLGNSILGAN HLDGS INC$60,5260.01%1,404CommonNONE
30212P303EXPEEXPEDIA GROUP INC$59,9870.01%582CommonNONE
537008104LFUSLITTELFUSE INC$59,8510.01%242CommonNONE
576323109MTZMASTEC INC$59,5910.01%828CommonNONE
65473P105NINISOURCE INC$58,0470.01%2,352CommonNONE
655663102NDSNNORDSON CORP$58,0240.01%260CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$58,0050.01%989CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$57,6820.01%561CommonNONE
7591EP100RFREGIONS FINL CORP NEW$57,5860.01%3,348CommonNONE
58933Y105MRKMERCK & CO INC$56,4170.01%548CommonNONE
025676206AELUSDAMERICAN EQTY INVT LIFE HLD$55,4100.01%1,033CommonNONE
29605J106ESABESAB CORPORATION$54,8420.01%781CommonNONE
916896103UECURANIUM ENERGY CORP$52,6740.01%10,228CommonNONE
46625H100JPMJPMORGAN CHASE & CO$52,3520.01%361CommonNONE
268150109DTDYNATRACE INC$50,7490.01%1,086CommonNONE
651229106NWLNEWELL BRANDS INC$50,1350.01%5,552CommonNONE
G9470A102VTEXVTEX$49,9000.01%9,960CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$49,8070.01%355CommonNONE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$48,1950.01%4,250CommonNONE
26484T106DNBDUN & BRADSTREET HLDGS INC$48,1720.01%4,822CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$48,1560.01%1,166CommonNONE
189054109CLXCLOROX CO DEL$47,5750.01%363CommonNONE
74736K101QRVOQORVO INC$45,6350.01%478CommonNONE
032654105ADIANALOG DEVICES INC$45,3480.01%259CommonNONE
615369105MCOMOODYS CORP$44,8960.01%142CommonNONE
754730109RJFRAYMOND JAMES FINL INC$44,7920.01%446CommonNONE
17275R102CSCOCISCO SYS INC$44,6750.01%831CommonNONE
219350105GLWCORNING INC$44,2420.01%1,452CommonNONE
693656100PVHPVH CORPORATION$43,5340.01%569CommonNONE
040413106ANETEURARISTA NETWORKS INC$41,2000.01%224CommonNONE
580135101MCDMCDONALDS CORP$40,3060.01%153CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$40,2700.01%876CommonNONE
855244109SBUXSTARBUCKS CORP$37,1470.01%407CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$37,0410.01%519CommonNONE
902973304USBUS BANCORP DEL$36,4320.00%1,102CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$36,0690.00%973CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$35,0030.00%226CommonNONE
942622200WSOWATSCO INC$34,7500.00%92CommonNONE
49177J102KVUEKENVUE INC$33,8950.00%1,688CommonNONE

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.