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Kapitalo Investimentos Ltda

Q4 2023 · 13F-HR

Kapitalo Investimentos Ltdaholdings as filed

Filed 2024-03-29 · accession 0000919574-24-002277

$484.6M
Reported value
525
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 525

CUSIPTickerIssuerValue% port.SharesClassVoting
464287184FXIISHARES TR$68.0M14.0%2,831,863CommonNONE
37954Y871URAGLOBAL X FDS$39.6M8.17%1,430,656CommonNONE
878742204TECKTECK RESOURCES LTD$34.0M7.02%805,013CommonNONE
464288414MUBISHARES TR$22.4M4.62%206,515CommonNONE
767204100RIORIO TINTO PLC$19.2M3.96%258,000CommonNONE
10552T107P5YBRF SA$16.0M3.29%5,738,575CommonNONE
464288513HYGISHARES TR$14.7M3.04%190,310CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$13.1M2.70%859,217CommonNONE
500767306KWEBKRANESHARES TR$12.4M2.57%460,500CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$11.9M2.45%236,003CommonNONE
86959K105SUZSUZANO SA$8.6M1.78%760,988CommonNONE
69349H107TXNMPNM RES INC$8.3M1.71%199,616CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.3M1.70%79,355CommonNONE
718172109PMPHILIP MORRIS INTL INC$8.1M1.67%86,200CommonNONE
25243Q205DEODIAGEO P L C$8.1M1.67%55,650CommonNONE
15678U128CERE1EURCEREVEL THERAPEUTICS HLDNG I$7.6M1.57%180,000CommonNONE
013091103ACIALBERTSONS COS INC$6.8M1.41%297,783CommonNONE
G98239109XPXP INC$6.4M1.32%245,664CommonNONE
296006109EROERO COPPER CORP$5.8M1.19%365,000CommonNONE
02210T108ARBALTSHARES TRUST$5.5M1.13%204,347CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$4.7M0.97%110,763CommonNONE
464286814EWNISHARES INC$4.0M0.82%88,612CommonNONE
29970N104EVEXEVE HLDG INC$3.7M0.76%500,000CommonNONE
78464A755XMESPDR SER TR$2.9M0.59%47,959CommonNONE
92189F353HYEMVANECK ETF TRUST$2.8M0.57%150,284CommonNONE
594918104MSFTMICROSOFT CORP$2.3M0.48%6,136CommonNONE
912909108USX1UNITED STATES STL CORP NEW$2.2M0.46%45,980CommonNONE
464287234EEMISHARES TR$2.1M0.42%51,145CommonNONE
29082A107EMBJEMBRAER S. A.$1.9M0.39%101,818CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.8M0.38%4,320CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.6M0.33%23,087CommonNONE
02079K305GOOGLALPHABET INC$1.4M0.30%10,284CommonNONE
98138H101WDAYWORKDAY INC$1.4M0.30%5,181CommonNONE
626755102MUSAMURPHY USA INC$1.4M0.29%3,875CommonNONE
56585A102MPCMARATHON PETE CORP$1.3M0.27%8,781CommonNONE
759509102RSRELIANCE STEEL & ALUMINUM CO$1.3M0.26%4,487CommonNONE
650111107NYTNEW YORK TIMES CO$1.2M0.24%23,818CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.23%3,171CommonNONE
403949100DINOHF SINCLAIR CORP$1.1M0.22%18,905CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$935,9250.19%10,874CommonNONE
45253H101IMGNEURIMMUNOGEN INC$932,1070.19%31,437CommonNONE
91913Y100VLOVALERO ENERGY CORP$912,9900.19%7,023CommonNONE
125269100CFCF INDS HLDGS INC$910,9910.19%11,459CommonNONE
11135F101AVGOBROADCOM INC$909,7440.19%815CommonNONE
209115104EDCONSOLIDATED EDISON INC$909,6090.19%9,999CommonNONE
147528103CASYCASEYS GEN STORES INC$902,7960.19%3,286CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$898,1710.19%14,688CommonNONE
457187102INGRINGREDION INC$874,4260.18%8,057CommonNONE
14149Y108CAHCARDINAL HEALTH INC$851,5580.18%8,448CommonNONE
16411R208LNGCHENIERE ENERGY INC$819,9200.17%4,803CommonNONE
02209S103MOALTRIA GROUP INC$804,6220.17%19,946CommonNONE
090043100BILLBILL HOLDINGS INC$761,4790.16%9,333CommonNONE
58155Q103MCKMCKESSON CORP$760,6760.16%1,643CommonNONE
09739D100BCCBOISE CASCADE CO DEL$737,4810.15%5,701CommonNONE
191098102COKECOCA COLA CONS INC$713,0110.15%768CommonNONE
69351T106PPLPPL CORP$701,8900.14%25,900CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$680,8010.14%4,390CommonNONE
501044101KRKROGER CO$680,2560.14%14,882CommonNONE
64110L106NFLXNETFLIX INC$668,9730.14%1,374CommonNONE
15135B101CNCCENTENE CORP DEL$667,7420.14%8,998CommonNONE
928881101VNTVONTIER CORPORATION$664,6380.14%19,237CommonNONE
093671105HRBBLOCK H & R INC$658,4120.14%13,612CommonNONE
38526M106LOPEGRAND CANYON ED INC$656,6350.14%4,973CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$646,2690.13%9,695CommonNONE
03073E105CORCENCORA INC$644,0720.13%3,136CommonNONE
553530106MSMMSC INDL DIRECT INC$641,8870.13%6,339CommonNONE
651587107NEUNEWMARKET CORP$638,0750.13%1,169CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$636,9340.13%5,449CommonNONE
22113B103CSANCOSAN S A$635,0440.13%40,552CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$633,6720.13%6,770CommonNONE
674215207CHRDCHORD ENERGY CORPORATION$632,8380.13%3,807CommonNONE
29249E109ACTENACT HLDGS INC$626,7110.13%21,693CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$625,4300.13%269,582CommonNONE
35137L105FOXAFOX CORP$622,5360.13%20,982CommonNONE
036752103ELVELEVANCE HEALTH INC$609,7270.13%1,293CommonNONE
17275R102CSCOCISCO SYS INC$609,2710.13%12,060CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$599,3540.12%12,458CommonNONE
20030N101CMCSACOMCAST CORP NEW$595,3950.12%13,578CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$580,7820.12%1,855CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$580,7490.12%6,108CommonNONE
925652109VICIVICI PPTYS INC$580,0880.12%18,196CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$579,1170.12%1,100CommonNONE
037833100AAPLAPPLE INC$562,5730.12%2,922CommonNONE
127055101CBTCABOT CORP$556,9450.11%6,670CommonNONE
871829107SYYSYSCO CORP$554,2520.11%7,579CommonNONE
031162100AMGNAMGEN INC$553,2860.11%1,921CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$548,0010.11%3,069CommonNONE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$537,0930.11%4,880CommonNONE
82968B103SIRIEURSIRIUS XM HLDGS INC$536,6510.11%98,108CommonNONE
038222105AMATAPPLIED MATLS INC$532,4000.11%3,285CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$530,7640.11%1,469CommonNONE
00724F101ADBEADOBE INC$524,4110.11%879CommonNONE
983793100XPOXPO INC$522,7370.11%5,968CommonNONE
231561101CWCURTISS WRIGHT CORP$522,6650.11%2,346CommonNONE
020764106AMRALPHA METALLURGICAL RESOUR I$518,5480.11%1,530CommonNONE
12514G108CDWCDW CORP$515,3340.11%2,267CommonNONE
70202L102PSNPARSONS CORP DEL$514,9120.11%8,211CommonNONE
835495102SONSONOCO PRODS CO$509,7020.11%9,123CommonNONE
745867101PHMPULTE GROUP INC$508,4620.10%4,926CommonNONE
52736R102LEVILEVI STRAUSS & CO NEW$507,9270.10%30,709CommonNONE
16359R103CHECHEMED CORP NEW$498,7920.10%853CommonNONE
04010L103ARCCARES CAPITAL CORP$498,4060.10%24,883CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$496,6080.10%13,810CommonNONE
127190304CACICACI INTL INC$495,1820.10%1,529CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$493,8930.10%2,860CommonNONE
444859102HUMHUMANA INC$492,1460.10%1,075CommonNONE
912008109USFDUS FOODS HLDG CORP$489,7470.10%10,785CommonNONE
816851109SRESEMPRA$487,8370.10%6,528CommonNONE
718546104PSXPHILLIPS 66$485,6950.10%3,648CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$484,4190.10%3,018CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$484,2870.10%4,468CommonNONE
052800109ALVAUTOLIV INC$480,6490.10%4,362CommonNONE
65249B109NWSANEWS CORP NEW$480,4680.10%19,571CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$473,5740.10%15,446CommonNONE
858119100STLDSTEEL DYNAMICS INC$462,7160.10%3,918CommonNONE
25659T107DLBDOLBY LABORATORIES INC$462,7000.10%5,369CommonNONE
30161Q104EXELEXELIXIS INC$457,2010.09%19,058CommonNONE
770323103RHIROBERT HALF INC.$453,7550.09%5,161CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$452,2680.09%5,912CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS I$447,2200.09%5,893CommonNONE
49271V100KDPKEURIG DR PEPPER INC$445,4220.09%13,368CommonNONE
29084Q100EMEEMCOR GROUP INC$442,9240.09%2,056CommonNONE
482480100KLACKLA CORP$440,0440.09%757CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$439,4240.09%3,187CommonNONE
69047Q102OVVOVINTIV INC$436,8280.09%9,946CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$432,6220.09%6,133CommonNONE
46187W107INVHINVITATION HOMES INC$432,2760.09%12,673CommonNONE
776696106ROPROPER TECHNOLOGIES INC$430,1390.09%789CommonNONE
29364G103ETRENTERGY CORP NEW$428,6410.09%4,236CommonNONE
12572Q105CMECME GROUP INC$427,3070.09%2,029CommonNONE
872540109TJXTJX COS INC NEW$421,8640.09%4,497CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$418,6310.09%12,040CommonNONE
670837103OGEOGE ENERGY CORP$399,4940.08%11,437CommonNONE
69318G106PBFPBF ENERGY INC$398,2780.08%9,060CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$398,2450.08%3,172CommonNONE
742718109PGPROCTER & GAMBLE CO$398,1220.08%2,717CommonNONE
343498101FLOFLOWERS FOODS INC$394,9380.08%17,545CommonNONE
H50430232LOGILOGITECH INTL S A$392,8830.08%4,133CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$391,7350.08%5,665CommonNONE
26210C104DBXDROPBOX INC$387,4560.08%13,143CommonNONE
77543R102ROKUROKU INC$383,0470.08%4,179CommonNONE
959802109WUWESTERN UN CO$381,7140.08%32,023CommonNONE
758849103REGREGENCY CTRS CORP$377,8800.08%5,640CommonNONE
21874C102CNMCORE & MAIN INC$377,2680.08%9,336CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$376,8100.08%1,750CommonNONE
253868103DLRDIGITAL RLTY TR INC$376,1510.08%2,795CommonNONE
833034101SNASNAP ON INC$374,3370.08%1,296CommonNONE
624756102MLIMUELLER INDS INC$367,8170.08%7,801CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$366,9960.08%1,669CommonNONE
889478103TOLTOLL BROTHERS INC$366,5490.08%3,566CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$366,2700.08%2,264CommonNONE
95040Q104WELLWELLTOWER INC$361,1310.07%4,005CommonNONE
370334104GISGENERAL MLS INC$361,0060.07%5,542CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$360,6960.07%12,625CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$357,3810.07%2,794CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$353,9050.07%3,647CommonNONE
88076W103TDCTERADATA CORP DEL$352,8660.07%8,110CommonNONE
366651107ITGARTNER INC$350,9640.07%778CommonNONE
871607107SNPSSYNOPSYS INC$346,5340.07%673CommonNONE
695156109PKGPACKAGING CORP AMER$345,6950.07%2,122CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$345,0930.07%1,267CommonNONE
03783C100APPFAPPFOLIO INC$342,6690.07%1,978CommonNONE
969904101WSMWILLIAMS SONOMA INC$340,2010.07%1,686CommonNONE
03831W108APPAPPLOVIN CORP$338,5660.07%8,496CommonNONE
896288107TNETTRINET GROUP INC$337,9990.07%2,842CommonNONE
303250104FICOFAIR ISAAC CORP$336,3990.07%289CommonNONE
125523100CITHE CIGNA GROUP$335,9830.07%1,122CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$334,2510.07%3,145CommonNONE
636180101NFGNATIONAL FUEL GAS CO$328,2620.07%6,543CommonNONE
217204106CPRTCOPART INC$326,6340.07%6,666CommonNONE
053807103AVTAVNET INC$323,5180.07%6,419CommonNONE
96145D105WRKUSDWESTROCK CO$321,7380.07%7,749CommonNONE
45337C102INCYINCYTE CORP$321,4220.07%5,119CommonNONE
64110D104NTAPNETAPP INC$321,1670.07%3,643CommonNONE
260557103DOWDOW INC$320,6490.07%5,847CommonNONE
053332102AZOAUTOZONE INC$320,6160.07%124CommonNONE
466313103JBLJABIL INC$318,6270.07%2,501CommonNONE
038336103ATRAPTARGROUP INC$312,8820.06%2,531CommonNONE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$311,6940.06%13,135CommonNONE
405024100HAEHAEMONETICS CORP MASS$310,9140.06%3,636CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$310,5680.06%15,209CommonNONE
478160104JNJJOHNSON & JOHNSON$308,7780.06%1,970CommonNONE
45765U103NSITINSIGHT ENTERPRISES INC$308,4880.06%1,741CommonNONE
80874P109LNWOLIGHT & WONDER INC LNW$308,2410.06%3,754CommonNONE
71424F105PRPERMIAN RESOURCES CORP$308,1490.06%22,658CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$307,8610.06%1,369CommonNONE
073685109BECNUSDBEACON ROOFING SUPPLY INC$306,2230.06%3,519CommonNONE
62482R10707WAMR COOPER GROUP INC$306,1290.06%4,701CommonNONE
532457108LLYELI LILLY & CO$304,8670.06%523CommonNONE
512807108LRCXEURLAM RESEARCH CORP$304,6880.06%389CommonNONE
002896207ANFABERCROMBIE & FITCH CO$304,2710.06%3,449CommonNONE
552848103MTGMGIC INVT CORP WIS$303,4120.06%15,729CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$301,9940.06%1,809CommonNONE
872590104TMUST-MOBILE US INC$300,4580.06%1,874CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$294,3650.06%5,737CommonNONE
198516106COLMCOLUMBIA SPORTSWEAR CO$293,8210.06%3,694CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$293,6850.06%15,084CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$293,3590.06%3,884CommonNONE
023135106AMZNAMAZON COM INC$293,2440.06%1,930CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$290,8700.06%11,800CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$289,0710.06%5,714CommonNONE
315616102FFIVF5 INC$288,6950.06%1,613CommonNONE
23331A109DHID R HORTON INC$287,3940.06%1,891CommonNONE
577081102MATMATTEL INC$286,7870.06%15,190CommonNONE
00508Y102AYIACUITY BRANDS INC$285,9430.06%1,396CommonNONE
243537107DECKDECKERS OUTDOOR CORP$277,3980.06%415CommonNONE
98389B100XELXCEL ENERGY INC$275,7470.06%4,454CommonNONE
05329W102ANAUTONATION INC$275,5800.06%1,835CommonNONE
62944T105NVRNVR INC$273,0180.06%39CommonNONE
540424108LLOEWS CORP$271,2620.06%3,898CommonNONE
751212101RLRALPH LAUREN CORP$269,6540.06%1,870CommonNONE
783549108RRYDER SYS INC$268,5390.06%2,323CommonNONE
844895102SWXSOUTHWEST GAS HOLDINGS INC$268,2240.06%4,234CommonNONE
199908104FIXCOMFORT SYS USA INC$265,7260.05%1,292CommonNONE
03676B102AMANTERO MIDSTREAM CORP$263,8440.05%21,057CommonNONE
69331C108PCGPG&E CORP$263,2560.05%14,601CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$258,9690.05%1,609CommonNONE
254067101DDSDILLARDS INC$258,3360.05%640CommonNONE
615394202MOG/AMOOG INC$257,4190.05%1,778CommonNONE
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737446104POSTPOST HLDGS INC$257,0470.05%2,919CommonNONE
934550203WMGWARNER MUSIC GROUP CORP$255,5410.05%7,140CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$254,7030.05%6,982CommonNONE
20825C104COPCONOCOPHILLIPS$254,5420.05%2,193CommonNONE
29444U700EQIXEQUINIX INC$253,6980.05%315CommonNONE
48666K109KBHKB HOME$253,3380.05%4,056CommonNONE
743315103PGRPROGRESSIVE CORP$252,9370.05%1,588CommonNONE
670346105NUENUCOR CORP$252,5320.05%1,451CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$250,8580.05%1,324CommonNONE
67066G104NVDANVIDIA CORP$250,0860.05%505CommonNONE
001055102AFLAFLAC INC$249,8930.05%3,029CommonNONE
375558103GILDGILEAD SCIENCES INC$249,2680.05%3,077CommonNONE
08265T208BSYBENTLEY SYS INC$248,7420.05%4,767CommonNONE
931142103WMTWALMART INC$248,7190.05%4,733CommonNONE
629377508NRGNRG ENERGY INC$248,4700.05%4,806CommonNONE
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78709Y105SAIASAIA INC$245,8410.05%561CommonNONE
001084102AGCOAGCO CORP$242,8200.05%2,000CommonNONE
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67103H107ORLYOREILLY AUTOMOTIVE INC$241,3200.05%254CommonNONE
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723484101PNWPINNACLE WEST CAP CORP$240,2330.05%3,344CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$239,2510.05%588CommonNONE
892672106TWTRADEWEB MKTS INC$239,1960.05%2,632CommonNONE
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313855108FSSFEDERAL SIGNAL CORP$232,6760.05%3,032CommonNONE
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680223104ORIOLD REP INTL CORP$220,9700.05%7,516CommonNONE
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969457100WMBWILLIAMS COS INC$181,3600.04%5,207CommonNONE
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893641100TDGTRANSDIGM GROUP INC$181,0760.04%179CommonNONE
570535104MKLMARKEL GROUP INC$180,3270.04%127CommonNONE
59001A102MTHMERITAGE HOMES CORP$178,5550.04%1,025CommonNONE
863667101SYKSTRYKER CORPORATION$178,4780.04%596CommonNONE
816300107SIGISELECTIVE INS GROUP INC$174,2890.04%1,752CommonNONE
731068102PIIPOLARIS INC$174,0920.04%1,837CommonNONE
61945C103MOSMOSAIC CO NEW$173,3980.04%4,853CommonNONE
693718108PCARPACCAR INC$172,7430.04%1,769CommonNONE
11120U105BRXBRIXMOR PPTY GROUP INC$171,9890.04%7,391CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$171,2520.04%1,447CommonNONE
87162W100SNXTD SYNNEX CORPORATION$170,2390.04%1,582CommonNONE
68389X105ORCLORACLE CORP$170,1640.04%1,614CommonNONE
705573103PEGAPEGASYSTEMS INC$169,0070.03%3,459CommonNONE
172755100CRUSCIRRUS LOGIC INC$168,2930.03%2,023CommonNONE
15118V207CELHCELSIUS HLDGS INC$167,4850.03%3,072CommonNONE
92537N108VRTVERTIV HOLDINGS CO$167,3370.03%3,484CommonNONE
303075105FDSFACTSET RESH SYS INC$166,9680.03%350CommonNONE
929042109VNOVORNADO RLTY TR$165,3470.03%5,853CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$165,3000.03%1,833CommonNONE
497266106KEXKIRBY CORP$165,1220.03%2,104CommonNONE
254687106DISDISNEY WALT CO$165,0500.03%1,828CommonNONE
29358P101ENSGENSIGN GROUP INC$163,7140.03%1,459CommonNONE
04621X108AIZASSURANT INC$163,4350.03%970CommonNONE
043436104ABGASBURY AUTOMOTIVE GROUP INC$161,5280.03%718CommonNONE
929740108WABWABTEC$159,7670.03%1,259CommonNONE
30231G102XOMEXXON MOBIL CORP$159,3680.03%1,594CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$158,9260.03%9,256CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$157,9220.03%758CommonNONE
172908105CTASCINTAS CORP$157,2940.03%261CommonNONE
30212P303EXPEEXPEDIA GROUP INC$157,2540.03%1,036CommonNONE
369550108GDGENERAL DYNAMICS CORP$157,1000.03%605CommonNONE
78454L100SMSM ENERGY CO$156,7770.03%4,049CommonNONE
84860W300SRCUSDSPIRIT RLTY CAP INC NEW$156,7160.03%3,587CommonNONE
960413102WLKWESTLAKE CORPORATION$151,9970.03%1,086CommonNONE
032095101APHAMPHENOL CORP NEW$151,3720.03%1,527CommonNONE
50540R409LSILABORATORY CORP AMER HLDGS$150,9210.03%664CommonNONE
047649108ATKRATKORE INC$150,0800.03%938CommonNONE
115236101BROBROWN & BROWN INC$149,7580.03%2,106CommonNONE
278865100ECLECOLAB INC$149,7540.03%755CommonNONE
98311A105WHWYNDHAM HOTELS & RESORTS INC$149,6430.03%1,861CommonNONE
012653101ALBALBEMARLE CORP$148,8140.03%1,030CommonNONE
407497106HLNEHAMILTON LANE INC$148,1530.03%1,306CommonNONE
60937P106MDBMONGODB INC$147,1860.03%360CommonNONE
42226A107HQYHEALTHEQUITY INC$146,7880.03%2,214CommonNONE
256163106DOCUDOCUSIGN INC$145,8900.03%2,454CommonNONE
683344105ONTOONTO INNOVATION INC$144,9490.03%948CommonNONE
74624M102PPURE STORAGE INC$143,4960.03%4,024CommonNONE
693656100PVHPVH CORPORATION$143,4910.03%1,175CommonNONE
553498106MSAMSA SAFETY INC$142,1550.03%842CommonNONE
461202103INTUINTUIT$141,2570.03%226CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$138,6280.03%2,398CommonNONE
74164M108PRIPRIMERICA INC$137,2420.03%667CommonNONE
16679L109CHWYCHEWY INC$136,4630.03%5,775CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$134,7940.03%38CommonNONE
64828T201RITMRITHM CAPITAL CORP$134,2370.03%12,569CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$133,6950.03%527CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$132,9730.03%1,993CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$132,7970.03%3,593CommonNONE
201723103CMCCOMMERCIAL METALS CO$131,3050.03%2,624CommonNONE
443201108HWMHOWMET AEROSPACE INC$127,5070.03%2,356CommonNONE
539830109LMTLOCKHEED MARTIN CORP$127,3600.03%281CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$126,9670.03%1,179CommonNONE
526057104LENLENNAR CORP$126,3860.03%848CommonNONE
749607107RLIRLI CORP$125,0000.03%939CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$122,0680.03%4,548CommonNONE
885160101THOTHOR INDS INC$121,2060.03%1,025CommonNONE
50212V100LPLALPL FINL HLDGS INC$119,2730.02%524CommonNONE
644393100NFENEW FORTRESS ENERGY INC$118,5100.02%3,141CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$117,7040.02%1,534CommonNONE
337738108FISVFISERV INC$116,5010.02%877CommonNONE
23345M107DTMDT MIDSTREAM INC$116,2860.02%2,122CommonNONE
053484101AVBAVALONBAY CMNTYS INC$116,0760.02%620CommonNONE
26614N102DDDUPONT DE NEMOURS INC$116,0100.02%1,508CommonNONE
81762P102NOWSERVICENOW INC$114,4510.02%162CommonNONE
20440W105SIDCOMPANHIA SIDERURGICA NACION$113,9350.02%28,991CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$112,1950.02%2,976CommonNONE
371901109GNTXGENTEX CORP$111,7300.02%3,421CommonNONE
084423102WRBBERKLEY W R CORP$111,4550.02%1,576CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$111,3950.02%2,088CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$110,7680.02%6,936CommonNONE
29605J106ESABESAB CORPORATION$110,4410.02%1,275CommonNONE
723787107PXDEURPIONEER NAT RES CO$109,7410.02%488CommonNONE
87612E106TGTTARGET CORP$109,5210.02%769CommonNONE
026874784AIGAMERICAN INTL GROUP INC$109,1450.02%1,611CommonNONE
G3730V105FTAIFTAI AVIATION LTD$108,7620.02%2,344CommonNONE
83304A106SNAPSNAP INC$108,3180.02%6,398CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$107,9760.02%3,205CommonNONE
74758T303QLYSQUALYS INC$106,9730.02%545CommonNONE
169905106CHHCHOICE HOTELS INTL INC$106,3890.02%939CommonNONE
693506107PPGPPG INDS INC$105,7320.02%707CommonNONE
26603R106DUOLDUOLINGO INC$105,7120.02%466CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$105,5710.02%2,454CommonNONE
682680103OKEONEOK INC NEW$102,8020.02%1,464CommonNONE
45073V108ITTITT INC$100,4670.02%842CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$99,8440.02%1,717CommonNONE
831865209AOSSMITH A O CORP$99,0100.02%1,201CommonNONE
G491BT108IVZINVESCO LTD$98,3880.02%5,515CommonNONE
92343E102VRSNVERISIGN INC$97,2130.02%472CommonNONE
372460105GPCGENUINE PARTS CO$96,9500.02%700CommonNONE
46284V101IRMIRON MTN INC NEW$96,7820.02%1,383CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$96,3260.02%371CommonNONE
589889104MMSIMERIT MED SYS INC$95,8620.02%1,262CommonNONE
701094104PHPARKER-HANNIFIN CORP$94,6490.02%205CommonNONE
231021106CMICUMMINS INC$93,6720.02%391CommonNONE
546347105LPXLOUISIANA PAC CORP$91,8670.02%1,297CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$90,0450.02%5,303CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$88,8940.02%290CommonNONE
G0750C108AXTAAXALTA COATING SYS LTD$88,0160.02%2,591CommonNONE
830566105SKAASKECHERS U S A INC$87,8370.02%1,409CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$86,3750.02%1,196CommonNONE
353514102FELEFRANKLIN ELEC INC$86,3080.02%893CommonNONE
845467109SWN1EURSOUTHWESTERN ENERGY CO$86,2500.02%13,168CommonNONE
974155103WINGWINGSTOP INC$85,6980.02%334CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$85,6760.02%1,402CommonNONE
487836108KKELLANOVA$85,6540.02%1,532CommonNONE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$84,2140.02%1,083CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$83,8360.02%1,043CommonNONE
494368103KMBKIMBERLY-CLARK CORP$83,1130.02%684CommonNONE
526107107LIILENNOX INTL INC$82,7910.02%185CommonNONE
G29183103ETNEATON CORP PLC$81,8790.02%340CommonNONE
876030107TPRTAPESTRY INC$81,6450.02%2,218CommonNONE
086516101BBYBEST BUY INC$80,1590.02%1,024CommonNONE
48203R104JNPJUNIPER NETWORKS INC$80,0090.02%2,714CommonNONE
690742101OCOWENS CORNING NEW$78,7100.02%531CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES INC$77,9440.02%601CommonNONE
31428X106FDXFEDEX CORP$77,1560.02%305CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$75,9070.02%2,581CommonNONE
521865204LEALEAR CORP$74,7000.02%529CommonNONE
052769106ADSKAUTODESK INC$73,7740.02%303CommonNONE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$72,9960.02%1,106CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$71,8320.01%204CommonNONE
020002101ALLALLSTATE CORP$71,8100.01%513CommonNONE
382550101GTGOODYEAR TIRE & RUBR CO$71,6860.01%5,006CommonNONE
37959E102GLGLOBE LIFE INC$71,0840.01%584CommonNONE
380237107GDDYGODADDY INC$70,0660.01%660CommonNONE
565394103CARTMAPLEBEAR INC$69,3300.01%2,954CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$69,2690.01%290CommonNONE
278642103EBAYEBAY INC.$69,2250.01%1,587CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$69,0480.01%456CommonNONE
G9470A102VTEXVTEX$68,5250.01%9,960CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$68,3000.01%1,137CommonNONE
536797103LADLITHIA MTRS INC$66,8440.01%203CommonNONE
46625H100JPMJPMORGAN CHASE & CO$66,5090.01%391CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$66,2750.01%503CommonNONE
410867105THGHANOVER INS GROUP INC$65,0810.01%536CommonNONE
126117100CNACNA FINL CORP$64,0150.01%1,513CommonNONE
25809K105DASHDOORDASH INC$63,8830.01%646CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$63,6620.01%1,290CommonNONE
750236101RDNRADIAN GROUP INC$63,4950.01%2,224CommonNONE
78468R556XOPSPDR SER TR$61,1990.01%447CommonNONE
697435105PANWPALO ALTO NETWORKS INC$60,1560.01%204CommonNONE
97650W108WTFCWINTRUST FINL CORP$59,8240.01%645CommonNONE
855244109SBUXSTARBUCKS CORP$59,0460.01%615CommonNONE
91529Y106UNMUNUM GROUP$57,8360.01%1,279CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$57,8270.01%1,540CommonNONE
631103108NDAQNASDAQ INC$57,7910.01%994CommonNONE
285512109EAELECTRONIC ARTS INC$57,1870.01%418CommonNONE
46817M107JXNJACKSON FINANCIAL INC$56,5760.01%1,105CommonNONE
025932104AFGAMERICAN FINL GROUP INC OHIO$56,1160.01%472CommonNONE
26622P107DOCSDOXIMITY INC$55,7720.01%1,989CommonNONE
89055F103BLDTOPBUILD CORP$55,7650.01%149CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$54,9860.01%508CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$54,7260.01%359CommonNONE
451107106IDAIDACORP INC$53,6830.01%546CommonNONE
929089100VOYAVOYA FINANCIAL INC$53,2610.01%730CommonNONE
577933104MMSMAXIMUS INC$51,7420.01%617CommonNONE
79466L302CRMSALESFORCE INC$50,7860.01%193CommonNONE
94106L109WMWASTE MGMT INC DEL$50,1480.01%280CommonNONE
87240R107TFSLTFS FINL CORP$49,4170.01%3,364CommonNONE
85571B105STWDSTARWOOD PPTY TR INC$49,2080.01%2,341CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$48,0030.01%252CommonNONE
754730109RJFRAYMOND JAMES FINL INC$45,3810.01%407CommonNONE
447011107HUNHUNTSMAN CORP$41,1880.01%1,639CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$39,7920.01%480CommonNONE
92942W107KLGWK KELLOGG CO$39,1830.01%2,982CommonNONE
829073105SSDSIMPSON MFG INC$37,0220.01%187CommonNONE
67059N108NTNXNUTANIX INC$36,7210.01%770CommonNONE
126650100CVSCVS HEALTH CORP$36,0060.01%456CommonNONE
21036P108STZCONSTELLATION BRANDS INC$35,0540.01%145CommonNONE
574599106MASMASCO CORP$34,9640.01%522CommonNONE
040413106ANETEURARISTA NETWORKS INC$34,8550.01%148CommonNONE
01749D105ALGMALLEGRO MICROSYSTEMS INC$34,3260.01%1,134CommonNONE
55087P104LYFTLYFT INC$34,2670.01%2,286CommonNONE
369604301GEGENERAL ELECTRIC CO$32,1630.01%252CommonNONE
615369105MCOMOODYS CORP$31,2450.01%80CommonNONE
171779309CIENCIENA CORP$29,9770.01%666CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$29,4550.01%66CommonNONE
27579R104EWBCEAST WEST BANCORP INC$29,2840.01%407CommonNONE
45687V106IRINGERSOLL RAND INC$28,4610.01%368CommonNONE
244199105DEDEERE & CO$27,5910.01%69CommonNONE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$26,3560.01%368CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$26,3420.01%63CommonNONE
40434L105HPQHP INC$25,1250.01%835CommonNONE
55261F104MTBM & T BK CORP$24,1260.00%176CommonNONE
002824100ABTABBOTT LABS$21,7940.00%198CommonNONE
436893200HOMBHOME BANCSHARES INC$20,8720.00%824CommonNONE
23355L106DXCDXC TECHNOLOGY CO$20,7890.00%909CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$20,6720.00%51CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$20,3780.00%2,048CommonNONE
216648402COOPER COS INC$20,0570.00%212CommonNONE
205887102CAGCONAGRA BRANDS INC$19,0880.00%666CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$18,2380.00%366CommonNONE
20440T300C1B2COMPANHIA BRASILEIRA DE DIST$16,4030.00%20,504CommonNONE
02319V103ABEVAMBEV SA$15,6100.00%5,575CommonNONE
458140100INTCINTEL CORP$14,8240.00%295CommonNONE
857477103STTSTATE STR CORP$14,2530.00%184CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$12,4580.00%97CommonNONE

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.