MondegarAI
CastleKnight Management LP

Q3 2024 · 13F-HR

CastleKnight Management LPholdings as filed

Filed 2024-11-14 · accession 0000919574-24-006737

$2.43B
Reported value
358
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$705.7M29.1%1,230,000PUTSHARED
78462F103SPYSPDR S&P 500 ETF TR$275.4M11.3%480,000CALLSHARED
464287655IWMISHARES TR$256.2M10.6%1,160,000PUTSHARED
464287655IWMISHARES TR$103.8M4.28%470,000CALLSHARED
86800U104SMCIUSDSUPER MICRO COMPUTER INC$40.0M1.65%96,140CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$34.8M1.43%350,000CALLSHARED
958102105WDCWESTERN DIGITAL CORP.$29.3M1.21%428,900CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$24.3M1.00%243,800CommonSHARED
203668108CYHCOMMUNITY HEALTH SYS INC NEW$23.9M0.98%3,937,567CommonSHARED
15101Q207CLSCELESTICA INC$23.3M0.96%456,700CommonSHARED
595112103MUMICRON TECHNOLOGY INC$20.7M0.85%200,000CALLSHARED
15101Q207CLSCELESTICA INC$17.9M0.74%350,000CALLSHARED
336433107FSLRFIRST SOLAR INC$16.7M0.69%67,100CommonSHARED
238337109PLAYDAVE & BUSTERS ENTMT INC$16.2M0.67%474,700CommonSHARED
67066G104NVDANVIDIA CORPORATION$14.4M0.59%118,800CommonSHARED
05614L209BWBABCOCK & WILCOX ENTERPRISES$13.7M0.57%6,726,174CommonSHARED
67066G104NVDANVIDIA CORPORATION$13.4M0.55%110,000CALLSHARED
05605H100BWXTBWX TECHNOLOGIES INC$13.0M0.54%120,000CALLSHARED
443628102HBMHUDBAY MINERALS INC$12.8M0.53%1,389,600CommonSHARED
722304102PDDPDD HOLDINGS INC$12.7M0.52%94,500CommonSHARED
336433107FSLRFIRST SOLAR INC$12.5M0.51%50,000CALLSHARED
595112103MUMICRON TECHNOLOGY INC$12.0M0.49%115,700CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$12.0M0.49%101,150CommonSHARED
92840M102VSTVISTRA CORP$11.0M0.46%93,200CommonSHARED
N07059210ASMLASML HOLDING N V$10.0M0.41%12,000CALLSHARED
722304102PDDPDD HOLDINGS INC$9.4M0.39%70,000CALLSHARED
30303M102METAMETA PLATFORMS INC$9.2M0.38%16,000CALLSHARED
03980N107ARDTARDENT HEALTH PARTNERS INC$9.1M0.38%497,449CommonSHARED
629377508NRGNRG ENERGY INC$9.1M0.38%100,000CALLSHARED
023135106AMZNAMAZON COM INC$9.0M0.37%48,490CommonSHARED
750102105RXTRACKSPACE TECHNOLOGY INC$9.0M0.37%3,671,692CommonSHARED
74347B201TBTPROSHARES TR$8.9M0.37%298,500CommonSHARED
00791N102ADVANTAGE SOLUTIONS INC$8.3M0.34%2,427,928CommonSHARED
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$8.3M0.34%366,637CommonSHARED
550021109LULULULULEMON ATHLETICA INC$8.1M0.34%30,000CALLSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$7.9M0.33%24,380CommonSHARED
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$7.9M0.32%1,354,079CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$7.8M0.32%200,000CALLSHARED
910047109UALUNITED AIRLS HLDGS INC$7.7M0.32%134,300CommonSHARED
58502B106MDPEDIATRIX MEDICAL GROUP INC$7.6M0.31%657,321CommonSHARED
30303M102METAMETA PLATFORMS INC$7.5M0.31%13,140CommonSHARED
55616P104MMACYS INC$7.2M0.29%456,200CommonSHARED
456237106ILPTINDUSTRIAL LOGISTICS PPTYS T$7.0M0.29%1,479,778CommonSHARED
056752108BIDUBAIDU INC$6.9M0.29%65,900CommonSHARED
958102105WDCWESTERN DIGITAL CORP.$6.8M0.28%100,000CALLSHARED
20030N101CMCSACOMCAST CORP NEW$6.8M0.28%162,400CommonSHARED
G6964L206PSFEPAYSAFE LIMITED$6.7M0.28%300,541CommonSHARED
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$6.7M0.28%261,971CommonSHARED
151290889CXCEMEX SAB DE CV$6.6M0.27%1,088,800CommonSHARED
81761L102SVCSERVICE PPTYS TR$6.5M0.27%1,434,572CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$6.3M0.26%38,420CommonSHARED
233377407DXPEDXP ENTERPRISES INC$6.2M0.26%117,000CommonSHARED
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$6.2M0.26%15,500,000CommonSHARED
21874A106CORZCORE SCIENTIFIC INC NEW$6.1M0.25%511,000CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.0M0.25%34,600CommonSHARED
25525P107DHCDIVERSIFIED HEALTHCARE TR$5.9M0.24%1,418,442CommonSHARED
21874A114CORZWCORE SCIENTIFIC INC NEW$5.9M0.24%881,900CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$5.9M0.24%50,000CALLSHARED
02156K103OPTUALTICE USA INC$5.9M0.24%2,399,231CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$5.7M0.24%147,000CommonSHARED
910047109UALUNITED AIRLS HLDGS INC$5.7M0.24%100,000CALLSHARED
G9059U107TSEOFTRINSEO PLC$5.6M0.23%1,087,142CommonSHARED
67421JAC2OTLY 9.25 09/14/28OATLY GROUP AB$5.5M0.23%7,410,588CommonSHARED
92556V106VTRSVIATRIS INC$5.3M0.22%453,000CommonSHARED
16115Q308GTLSCHART INDS INC$5.2M0.21%41,700CommonSHARED
11135F101AVGOBROADCOM INC$5.2M0.21%30,000CALLSHARED
67623C109OPITQOFFICE PPTYS INCOME TR$4.9M0.20%2,227,801CommonSHARED
379378201GNLGLOBAL NET LEASE INC$4.8M0.20%574,645CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4.8M0.20%234,700CommonSHARED
92840M102VSTVISTRA CORP$4.7M0.20%40,000CALLSHARED
25470MAB5DISH 3.375 08/15/26DISH NETWORK CORPORATION$4.7M0.19%5,750,000CommonSHARED
25401T603DBRGDIGITALBRIDGE GROUP INC$4.6M0.19%326,600CommonSHARED
40434L105HPQHP INC$4.6M0.19%127,100CommonSHARED
N07059210ASMLASML HOLDING N V$4.4M0.18%5,250CommonSHARED
Q4982L109IRENIRIS ENERGY LTD$4.4M0.18%517,800CommonSHARED
20451N101CMPCOMPASS MINERALS INTL INC$4.3M0.18%357,700CommonSHARED
02079K305GOOGLALPHABET INC$4.3M0.18%25,770CommonSHARED
056752108BIDUBAIDU INC$4.2M0.17%40,000CALLSHARED
377320106GLT1EURGLATFELTER CORPORATION$4.0M0.16%2,206,398CommonSHARED
36237H101GIIIG III APPAREL GROUP LTD$3.9M0.16%129,309CommonSHARED
881624209TEVATEVA PHARMACEUTICAL INDS LTD$3.9M0.16%218,900CommonSHARED
88338K103STKSTHE ONE GROUP HOSPITALITY IN$3.9M0.16%1,071,774CommonSHARED
53115L104LBRTLIBERTY ENERGY INC$3.9M0.16%205,500CommonSHARED
138103106UTE0CANTALOUPE INC$3.8M0.16%511,200CommonSHARED
26210V102DRVNDRIVEN BRANDS HLDGS INC$3.7M0.15%262,600CommonSHARED
023135106AMZNAMAZON COM INC$3.7M0.15%20,000CALLSHARED
629377508NRGNRG ENERGY INC$3.7M0.15%40,900CommonSHARED
359678109FLLFULL HSE RESORTS INC$3.7M0.15%741,638CommonSHARED
46131B704IVRINVESCO MORTGAGE CAPITAL INC$3.7M0.15%390,718CommonSHARED
458140100INTCINTEL CORP$3.6M0.15%152,700CommonSHARED
25401T603DBRGDIGITALBRIDGE GROUP INC$3.5M0.15%250,000CALLSHARED
86745KAH7NOVA 2.625 02/15/28SUNNOVA ENERGY INTL INC.$3.5M0.14%5,425,000CommonSHARED
74347M108PUMPPROPETRO HLDG CORP$3.5M0.14%450,600CommonSHARED
044103869ASHFORD HOSPITALITY TR INC$3.4M0.14%4,609,445CommonSHARED
75508B104RYAMRAYONIER ADVANCED MATLS INC$3.4M0.14%400,210CommonSHARED
86745KAF1NOVA 0.25 12/01/26SUNNOVA ENERGY INTL INC.$3.4M0.14%4,500,000CommonSHARED
91544A109UPLDUPLAND SOFTWARE INC$3.3M0.14%1,333,295CommonSHARED
40609P105HNRGHALLADOR ENERGY COMPANY$3.3M0.14%350,497CommonSHARED
11135F101AVGOBROADCOM INC$3.3M0.14%19,100CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$3.3M0.14%20,000CALLSHARED
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$3.2M0.13%157,200CommonSHARED
247361702DALDELTA AIR LINES INC DEL$3.2M0.13%63,300CommonSHARED
18538R103CLWCLEARWATER PAPER CORP$3.2M0.13%111,274CommonSHARED
00676P107ADEAADEIA INC$3.1M0.13%260,900CommonSHARED
N70544106PL0PLAYA HOTELS & RESORTS NV$3.1M0.13%399,602CommonSHARED
74915M100QVCAUSDQURATE RETAIL INC$3.0M0.12%4,963,278CommonSHARED
894164102TNLTRAVEL PLUS LEISURE CO$2.9M0.12%63,200CommonSHARED
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC$2.9M0.12%4,000,000CommonSHARED
852234103XYZBLOCK INC$2.8M0.12%41,800CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$2.8M0.12%15,800CommonSHARED
550021109LULULULULEMON ATHLETICA INC$2.8M0.12%10,300CommonSHARED
015658107ASTLALGOMA STL GROUP INC$2.7M0.11%262,000CommonSHARED
254423106DINDINE BRANDS GLOBAL INC$2.7M0.11%84,900CommonSHARED
707569109PENNPENN ENTERTAINMENT INC$2.6M0.11%137,000CommonSHARED
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$2.6M0.11%1,613,105CommonSHARED
524660107LEGLEGGETT & PLATT INC$2.4M0.10%179,700CommonSHARED
74319N100ACDCPROFRAC HLDG CORP$2.4M0.10%359,900CommonSHARED
83066P309SKILSKILLSOFT CORP$2.4M0.10%152,223CommonSHARED
8676EP108STKLSUNOPTA INC$2.3M0.09%360,803CommonSHARED
G76279101ROIVROIVANT SCIENCES LTD$2.3M0.09%198,200CommonSHARED
03831W108APPAPPLOVIN CORP$2.3M0.09%17,500CommonSHARED
26142V105DKNGDRAFTKINGS INC NEW$2.3M0.09%57,500CommonSHARED
G8232Y101SMART GLOBAL HLDGS INC$2.2M0.09%107,000CommonSHARED
073685109BECNUSDBEACON ROOFING SUPPLY INC$2.2M0.09%25,900CommonSHARED
222070203COTYCOTY INC$2.2M0.09%237,100CommonSHARED
985817105YELPYELP INC$2.2M0.09%62,825CommonSHARED
55345K10337MMRC GLOBAL INC$2.2M0.09%170,600CommonSHARED
02128L106ALTGALTA EQUIPMENT GROUP INC$2.1M0.09%317,914CommonSHARED
Y1968P121DACDANAOS CORPORATION$2.1M0.09%24,500CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$2.1M0.09%20,000CALLSHARED
222070203COTYCOTY INC$2.1M0.09%225,000CALLSHARED
48253L205KLXEKLX ENERGY SERVICS HOLDNGS I$2.1M0.09%383,679CommonSHARED
29082A107EMBJEMBRAER S.A.$2.1M0.09%58,400CommonSHARED
747619104NXQUANEX BLDG PRODS CORP$2.0M0.08%73,700CommonSHARED
931427108WFCWALGREENS BOOTS ALLIANCE INC$2.0M0.08%227,200CommonSHARED
88080T104WULFTERAWULF INC$2.0M0.08%431,600CommonSHARED
83191H107SNDSMART SAND INC$2.0M0.08%1,007,373CommonSHARED
041242108ARKOARKO CORP$2.0M0.08%280,434CommonSHARED
87266JAB0TPIC 5.25 03/15/28TPI COMPOSITES INC$1.9M0.08%3,500,000CommonSHARED
382550101GTGOODYEAR TIRE & RUBR CO$1.9M0.08%216,900CommonSHARED
10482B101BHRBRAEMAR HOTELS & RESORTS INC$1.9M0.08%603,520CommonSHARED
013091103ACIALBERTSONS COS INC$1.8M0.08%100,000CALLSHARED
78440P306SKMSK TELECOM LTD$1.8M0.08%77,300CommonSHARED
931427108WFCWALGREENS BOOTS ALLIANCE INC$1.8M0.07%200,000CALLSHARED
047649108ATKRATKORE INC$1.8M0.07%21,100CommonSHARED
29082A107EMBJEMBRAER S.A.$1.8M0.07%50,000CALLSHARED
594918104MSFTMICROSOFT CORP$1.8M0.07%4,080CommonSHARED
81282V100PRKSUNITED PARKS & RESORTS INC$1.7M0.07%34,200CommonSHARED
238337109PLAYDAVE & BUSTERS ENTMT INC$1.7M0.07%50,000CALLSHARED
389375106GTNGRAY TELEVISION INC$1.7M0.07%315,808CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$1.7M0.07%22,500CommonSHARED
85256A109STGWSTAGWELL INC$1.7M0.07%237,566CommonSHARED
02079K305GOOGLALPHABET INC$1.7M0.07%10,000CALLSHARED
68571X301ORCORCHID IS CAP INC$1.6M0.07%199,668CommonSHARED
07317Q105BTEBAYTEX ENERGY CORP$1.6M0.07%548,400CommonSHARED
G9108L173TENTSAKOS ENERGY NAVIGATION LTD$1.6M0.07%64,201CommonSHARED
105368203BDNBRANDYWINE RLTY TR$1.6M0.07%291,500CommonSHARED
205768302CRKCOMSTOCK RES INC$1.6M0.07%142,300CommonSHARED
36165L108GDSGDS HLDGS LTD$1.6M0.07%77,600CommonSHARED
Y27183600GSLGLOBAL SHIP LEASE INC NEW$1.6M0.06%59,100CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$1.6M0.06%30,800CommonSHARED
05605H100BWXTBWX TECHNOLOGIES INC$1.5M0.06%14,100CommonSHARED
82452J109FOURSHIFT4 PMTS INC$1.5M0.06%17,200CommonSHARED
39525U107GFRGREENFIRE RES LTD NEW$1.5M0.06%203,962CommonSHARED
23355L106DXCDXC TECHNOLOGY CO$1.5M0.06%73,000CommonSHARED
83125X103SNBRSLEEP NUMBER CORP$1.5M0.06%82,343CommonSHARED
79466L302CRMSALESFORCE INC$1.5M0.06%5,500CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$1.5M0.06%12,000CommonSHARED
90385V107UCTTULTRA CLEAN HLDGS INC$1.5M0.06%37,500CommonSHARED
5168062058LP1VITAL ENERGY INC$1.5M0.06%55,600CommonSHARED
25402D102DOCNDIGITALOCEAN HLDGS INC$1.5M0.06%36,700CommonSHARED
82706C108SIMOSILICON MOTION TECHNOLOGY CO$1.5M0.06%24,324CommonSHARED
76010Y202RENTRENT THE RUNWAY INC$1.5M0.06%152,027CommonSHARED
90138A103VNETVNET GROUP INC$1.5M0.06%358,400CommonSHARED
72815L107PLTKPLAYTIKA HLDG CORP$1.5M0.06%183,615CommonSHARED
64110L106NFLXNETFLIX INC$1.4M0.06%2,035CommonSHARED
878742204TECKTECK RESOURCES LTD$1.4M0.06%27,500CommonSHARED
530715AG6LINTA 4 11/15/29LIBERTY MEDIA CORP DEL$1.4M0.06%4,000,000CommonSHARED
071734107BHCBAUSCH HEALTH COS INC$1.4M0.06%175,700CommonSHARED
690742101OCOWENS CORNING NEW$1.4M0.06%8,100CommonSHARED
256163106DOCUDOCUSIGN INC$1.4M0.06%23,000CommonSHARED
G3643J108FLUTFLUTTER ENTMT PLC$1.4M0.06%6,000CommonSHARED
69526K105PTVEUSDPACTIV EVERGREEN INC$1.4M0.06%120,500CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$1.4M0.06%19,500CommonSHARED
05637B105BLZEBACKBLAZE INC$1.4M0.06%212,400CommonSHARED
40049J206TVGRUPO TELEVISA S A B$1.4M0.06%528,200CommonSHARED
421906108HCSGHEALTHCARE SVCS GROUP INC$1.3M0.06%120,100CommonSHARED
17888H103CIVICIVITAS RESOURCES INC$1.3M0.06%26,400CommonSHARED
12047B105BMBLBUMBLE INC$1.3M0.05%206,400CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.3M0.05%13,000CommonSHARED
87918A105TDOCTELADOC HEALTH INC$1.3M0.05%142,700CommonSHARED
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$1.3M0.05%72,500CommonSHARED
03743Q108APAAPA CORPORATION$1.3M0.05%52,510CommonSHARED
84920Y106SPWHSPORTSMANS WHSE HLDGS INC$1.3M0.05%470,179CommonSHARED
70614W100PTONPELOTON INTERACTIVE INC$1.3M0.05%272,200CommonSHARED
876511106TGBTASEKO MINES LTD$1.3M0.05%505,300CommonSHARED
87305R109TTMITTM TECHNOLOGIES INC$1.3M0.05%68,800CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$1.3M0.05%17,400CommonSHARED
01626W101ALITALIGHT INC$1.3M0.05%169,400CommonSHARED
91325V108UNITI GROUP INC$1.3M0.05%222,100CommonSHARED
G60409110MTALEURMETALS ACQUISITION LIMITED$1.2M0.05%86,200CommonSHARED
88339PAD3REAL 1 03/01/28THE REALREAL INC$1.2M0.05%2,500,000CommonSHARED
G6683N103NUNU HLDGS LTD$1.2M0.05%85,600CommonSHARED
444097109HUDSON PAC PPTYS INC$1.2M0.05%243,700CommonSHARED
674215207CHRDCHORD ENERGY CORPORATION$1.1M0.05%8,580CommonSHARED
20337X109VISNCOMMSCOPE HLDG CO INC$1.1M0.04%178,500CommonSHARED
57667L107MTCHMATCH GROUP INC NEW$1.1M0.04%28,200CommonSHARED
07556Q881BZHBEAZER HOMES USA INC$1.1M0.04%31,100CommonSHARED
896945201TRIPTRIPADVISOR INC$1.1M0.04%72,900CommonSHARED
N30577105ZGNERMENEGILDO ZEGNA N V$1.0M0.04%106,195CommonSHARED
23355L106DXCDXC TECHNOLOGY CO$1.0M0.04%50,000CALLSHARED
67421J108OATLY GROUP AB$1.0M0.04%1,208,600CommonSHARED
889478103TOLTOLL BROTHERS INC$1.0M0.04%6,600CommonSHARED
10576N102BRZEBRAZE INC$999,3060.04%30,900CommonSHARED
013091103ACIALBERTSONS COS INC$992,3760.04%53,700CommonSHARED
30219Q106EXFYEXPENSIFY INC$988,2320.04%504,200CommonSHARED
52472M101LEGHLEGACY HOUSING CORP$979,1300.04%35,800CommonSHARED
78573M104SABRSABRE CORP$964,4760.04%262,800CommonSHARED
442487401HOVHOVNANIAN ENTERPRISES INC$960,5390.04%4,700CommonSHARED
53946R106LDILOANDEPOT INC$957,9870.04%350,911CommonSHARED
67018T105NUSNU SKIN ENTERPRISES INC$955,8890.04%129,700CommonSHARED
02156V109OKLOOKLO INC$945,7210.04%116,900CommonSHARED
527064109LESLIES INC$940,6750.04%297,682CommonSHARED
71367G102PWPPERELLA WEINBERG PARTNERS$934,6040.04%48,400CommonSHARED
20369C106CHCTCOMMUNITY HEALTHCARE TR INC$929,2800.04%51,200CommonSHARED
G4740B105ICHRICHOR HOLDINGS$926,1160.04%29,114CommonSHARED
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$920,2040.04%12,400CommonSHARED
577345101MLPMAUI LD & PINEAPPLE INC$918,2050.04%40,900CommonSHARED
Y8564W103TEEKAY CORPORATION$907,1200.04%98,600CommonSHARED
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$907,0560.04%22,502CommonSHARED
18270P109CLARCLARUS CORP NEW$898,5920.04%199,687CommonSHARED
G25508105CRHCRH PLC$890,3040.04%9,600CommonSHARED
72814N104AGSPLAYAGS INC$888,4200.04%78,000CommonSHARED
038169207APLDAPPLIED DIGITAL CORP$887,7000.04%107,600CommonSHARED
08862EAB5BYND 0 03/15/27BEYOND MEAT INC$873,8750.04%5,000,000CommonSHARED
00402L107ASOACADEMY SPORTS & OUTDOORS IN$869,5640.04%14,900CommonSHARED
665531307NOGNORTHERN OIL & GAS INC$860,4630.04%24,300CommonSHARED
67079K100SMRNUSCALE PWR CORP$852,2880.04%73,600CommonSHARED
54738L109LOVELOVESAC COMPANY$833,7150.03%29,100CommonSHARED
911163103UNFIUNITED NAT FOODS INC$809,0420.03%48,100CommonSHARED
57637H103MCFTMASTERCRAFT BOAT HLDGS INC$804,8820.03%44,200CommonSHARED
71601V105WOOFPETCO HEALTH & WELLNESS CO I$795,7950.03%174,900CommonSHARED
226718104CRTOCRITEO S A$784,6800.03%19,500CommonSHARED
00164V103AMCXAMC NETWORKS INC$775,2440.03%89,211CommonSHARED
292812104ENFUSION INC$767,7410.03%80,900CommonSHARED
57638P104MBCMASTERBRAND INC$758,2860.03%40,900CommonSHARED
642045108AESIATLAS ENERGY SOLUTIONS INC$756,4600.03%34,700CommonSHARED
739128106POWLPOWELL INDS INC$754,7660.03%3,400CommonSHARED
86745K104NOVAQSUNNOVA ENERGY INTL INC.$752,9020.03%77,300CommonSHARED
98954M200ZZILLOW GROUP INC$747,0450.03%11,700CommonSHARED
880770102TERTERADYNE INC$723,2220.03%5,400CommonSHARED
56117J100MBUUMALIBU BOATS INC$721,8660.03%18,600CommonSHARED
14316J108CGCARLYLE GROUP INC$719,1020.03%16,700CommonSHARED
51509P103LSEALANDSEA HOMES CORP$711,3600.03%57,600CommonSHARED
458140100INTCINTEL CORP$703,8000.03%30,000CALLSHARED
56155L108TUSKMAMMOTH ENERGY SVCS INC$684,8010.03%167,433CommonSHARED
894650100TGTREDEGAR CORP$657,7110.03%90,221CommonSHARED
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$655,5560.03%9,400CommonSHARED
89484T104NEXXEN INTERNATIONAL LTD$648,8280.03%80,700CommonSHARED
55406W103LUXEMYT NETHERLANDS PARENT B V$642,3660.03%168,600CommonSHARED
74967R106RMRRMR GROUP INC$637,1140.03%25,103CommonSHARED
Y2573F102FLEXFLEX LTD$628,4840.03%18,800CommonSHARED
81762P102NOWSERVICENOW INC$626,0730.03%700CommonSHARED
042068205ARMARM HOLDINGS PLC$620,6630.03%4,340CommonSHARED
753422104RPDRAPID7 INC$618,2950.03%15,500CommonSHARED
58733R102MELIMERCADOLIBRE INC$615,5880.03%300CommonSHARED
703481101PTENPATTERSON-UTI ENERGY INC$614,0040.03%80,262CommonSHARED
151290889CXCEMEX SAB DE CV$610,0000.03%100,000CALLSHARED
27923Q109ECVTECOVYST INC$598,1690.02%87,324CommonSHARED
302492103FLYWFLYWIRE CORPORATION$596,5960.02%36,400CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$596,5210.02%4,030CommonSHARED
46125A100LUNRINTUITIVE MACHINES INC$594,8950.02%73,900CommonSHARED
88830M102TWITITAN INTL INC ILL$592,6770.02%72,900CommonSHARED
76118Y104REZIRESIDEO TECHNOLOGIES INC$590,1020.02%29,300CommonSHARED
883203101TXTTEXTRON INC$584,6280.02%6,600CommonSHARED
55305B101MHOM/I HOMES INC$582,6240.02%3,400CommonSHARED
88033G407THCTENET HEALTHCARE CORP$581,7000.02%3,500CommonSHARED
00130H105AESAES CORP$571,7100.02%28,500CommonSHARED
163072101CAKECHEESECAKE FACTORY INC$567,7000.02%14,000CommonSHARED
24869P104DENNDENNYS CORP$565,6650.02%87,700CommonSHARED
030506109AMWDAMERICAN WOODMARK CORPORATIO$565,3730.02%6,050CommonSHARED
17243V102CNKCINEMARK HLDGS INC$565,1520.02%20,300CommonSHARED
343928107FLYXFLYEXCLUSIVE INC$564,4510.02%189,413CommonSHARED
206704108BBCPCONCRETE PUMPING HLDGS INC$542,8070.02%93,749CommonSHARED
466313103JBLJABIL INC$527,2520.02%4,400CommonSHARED
015658115ASTLWALGOMA STL GROUP INC$526,1250.02%305,000CommonSHARED
67079K118NUSCALE PWR CORP$511,6620.02%160,900CommonSHARED
691543102OXFORD LANE CAP CORP$508,2800.02%97,000CommonSHARED
720190206PDMPIEDMONT OFFICE REALTY TR IN$507,0200.02%50,200CommonSHARED
G21810109CLVTCLARIVATE PLC$501,9700.02%70,700CommonSHARED
89421Q205TZOOTRAVELZOO$501,1470.02%41,589CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$474,2400.02%9,500CommonSHARED
44952J104CRGYCRESCENT ENERGY COMPANY$472,2190.02%43,125CommonSHARED
743312100PRGSPROGRESS SOFTWARE CORP$464,8530.02%6,900CommonSHARED
49177J102KVUEKENVUE INC$462,6000.02%20,000CALLSHARED
094235108BLMNBLOOMIN BRANDS INC$461,1870.02%27,900CommonSHARED
M87915274TSEMTOWER SEMICONDUCTOR LTD$460,3040.02%10,400CommonSHARED
767292105RIOTRIOT PLATFORMS INC$454,1040.02%61,200CommonSHARED
98400T106XAI OCTAGN FLT RAT & ALT INM$450,1200.02%66,000CommonSHARED
65441V101NINEQNINE ENERGY SERVICE INC$447,5330.02%396,047CommonSHARED
55087P104LYFTLYFT INC$446,2500.02%35,000CommonSHARED
971378104WSCWILLSCOT HLDGS CORP$438,7920.02%11,670CommonSHARED
G81276100SIGSIGNET JEWELERS LIMITED$433,1880.02%4,200CommonSHARED
913903100UHSUNIVERSAL HLTH SVCS INC$423,6690.02%1,850CommonSHARED
136635109CSIQCANADIAN SOLAR INC$422,3520.02%25,200CommonSHARED
89677Q107TCOMTRIP COM GROUP LTD$421,9530.02%7,100CommonSHARED
02376R102AALAMERICAN AIRLS GROUP INC$415,8800.02%37,000CommonSHARED
13321L108CCJCAMECO CORP$410,7360.02%8,600CommonSHARED
60937P106MDBMONGODB INC$405,5250.02%1,500CommonSHARED
L02235106AMBPARDAGH METAL PACKAGING S A$397,7350.02%105,500CommonSHARED
M78673114PERIPERION NETWORK LTD$389,2720.02%49,400CommonSHARED
36870C104GENKGEN RESTAURENT GROUP$373,0480.02%44,200CommonSHARED
47580P103JELDJELD-WEN HLDG INC$354,1440.01%22,400CommonSHARED
55825T103MSGSMADISON SQUARE GRDN SPRT COR$354,0420.01%1,700CommonSHARED
25400W102APPSDIGITAL TURBINE INC$353,9710.01%115,300CommonSHARED
10482B200BHR 5.5 PERP bBRAEMAR HOTELS & RESORTS INC$334,1100.01%23,058CommonSHARED
682189105ONON SEMICONDUCTOR CORP$334,0060.01%4,600CommonSHARED
26154D100DFHDREAM FINDERS HOMES INC$318,6480.01%8,800CommonSHARED
74965L101RLJRLJ LODGING TR$315,7920.01%34,400CommonSHARED
G68707101PAGSPAGSEGURO DIGITAL LTD$302,2110.01%35,100CommonSHARED
47215P106JDJD.COM INC$296,0000.01%7,400CommonSHARED
30162V607XELA 6 PERP BEXELA TECHNOLOGIES INC$289,6900.01%181,056CommonSHARED
08915P101BG3BIG 5 SPORTING GOODS CORP$276,9900.01%132,531CommonSHARED
608190104MHKMOHAWK INDS INC$273,1560.01%1,700CommonSHARED
008940108AISPAIRSHIP AI HLDGS INC$270,9930.01%117,823CommonSHARED
98956A105ZETAZETA GLOBAL HOLDINGS CORP$268,4700.01%9,000CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$265,3020.01%3,400CommonSHARED
30226D106EXTREXTREME NETWORKS$263,0250.01%17,500CommonSHARED
G6359F137NBRNABORS INDUSTRIES LTD$251,4330.01%3,900CommonSHARED
178587101CIOCITY OFFICE REIT INC$247,0320.01%42,300CommonSHARED
729640102PLYMPLYMOUTH INDL REIT INC$232,7800.01%10,300CommonSHARED
45782N108INSEINSPIRED ENTMT INC$222,6280.01%24,016CommonSHARED
269808101ECCEAGLE POINT CREDIT COMPANY I$220,8640.01%22,400CommonSHARED
31428X106FDXFEDEX CORP$218,9440.01%800CommonSHARED
68629Y103ONLORION OFFICE REIT INC$214,4000.01%53,600CommonSHARED
585464100MLCOMELCO RESORTS AND ENTMNT LTD$201,7610.01%25,900CommonSHARED
015857105AQNALGONQUIN PWR UTILS CORP$201,6500.01%37,000CommonSHARED
501270102KRUSKURA SUSHI USA INC$201,4000.01%2,500CommonSHARED
38268T103GPROGOPRO INC$190,5360.01%140,100CommonSHARED
65345M108NXDRNEXTDOOR HOLDINGS INC$185,0650.01%74,623CommonSHARED
92922P106WTIW & T OFFSHORE INC$183,6100.01%85,400CommonSHARED
01675A208BIRDALLBIRDS INC$167,5600.01%14,200CommonSHARED
231082801CMLSQCUMULUS MEDIA INC$163,0950.01%124,500CommonSHARED
76680V108REIRING ENERGY INC$158,4000.01%99,000CommonSHARED
733245104PRCHPORCH GROUP INC$150,7890.01%98,234CommonSHARED
811054402SSPSCRIPPS E W CO OHIO$147,0810.01%65,515CommonSHARED
91854V206VACASA INC$146,4010.01%52,100CommonSHARED
156492100CNTYCENTURY CASINOS INC$137,9840.01%53,900CommonSHARED
81617J301WTTRSELECT WATER SOLUTIONS INC$133,5600.01%12,000CommonSHARED
948596101WBWEIBO CORP$130,0320.01%12,900CommonSHARED
45174J509IHRTIHEARTMEDIA INC$111,2310.00%60,125CommonSHARED
08579X101BRYBERRY CORP$107,4260.00%20,900CommonSHARED
20459V113CMPOWCOMPOSECURE INC$95,5000.00%25,000CommonSHARED
68339B104ONTFON24 INC$79,5480.00%12,998CommonSHARED
46125A118INTUITIVE MACHINES INC$62,5000.00%25,000CommonSHARED
008940116AISPWAIRSHIP AI HLDGS INC$40,6000.00%200,000CommonSHARED
91705J204URBAN ONE INC$34,1100.00%30,730CommonSHARED
G9503X111WALDWWALDENCAST PLC$22,3640.00%146,556CommonSHARED

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.