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Cipher Capital LP

Q2 2023 · 13F-HR

Cipher Capital LPholdings as filed

Filed 2023-08-14 · accession 0001140361-23-039461

$585.1M
Reported value
489
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
889478103TOLTOLL BROTHERS INC$6.2M1.07%78,964CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$6.1M1.03%78,585CommonSOLE
29364G103ETRENTERGY CORP NEW$6.0M1.02%61,442CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5.8M1.00%34,930CommonSOLE
46982L108JJACOBS SOLUTIONS INC$5.8M0.99%48,591CommonSOLE
631103108NDAQNASDAQ INC$5.7M0.98%114,754CommonSOLE
40434L105HPQHP INC$5.6M0.95%181,088CommonSOLE
191216100KOCOCA COLA CO$5.0M0.86%83,116CommonSOLE
30034W106EVRGEVERGY INC$4.9M0.84%84,304CommonSOLE
370334104GISGENERAL MLS INC$4.8M0.81%62,166CommonSOLE
233331107DTEDTE ENERGY CO$4.7M0.80%42,344CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$4.6M0.79%87,686CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.4M0.75%10,433CommonSOLE
427866108HSYHERSHEY CO$4.3M0.74%17,397CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4.2M0.72%28,818CommonSOLE
30040W108ESEVERSOURCE ENERGY$4.0M0.69%57,027CommonSOLE
693506107PPGPPG INDS INC$3.9M0.67%26,506CommonSOLE
22160N109CSGPCOSTAR GROUP INC$3.9M0.66%43,395CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL FNF GROUP$3.8M0.66%106,459CommonSOLE
G29183103ETNEATON CORP PLC$3.8M0.65%19,000CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$3.8M0.65%67,407CommonSOLE
444859102HUMHUMANA INC$3.8M0.65%8,490CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$3.8M0.65%16,330CommonSOLE
372460105GPCGENUINE PARTS CO$3.8M0.64%22,287CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$3.7M0.63%19,274CommonSOLE
617446448MSMORGAN STANLEY$3.7M0.63%43,069CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$3.6M0.61%22,386CommonSOLE
92939U106WECWEC ENERGY GROUP INC$3.5M0.59%39,412CommonSOLE
37940X102GPNGLOBAL PMTS INC$3.4M0.59%34,982CommonSOLE
020002101ALLALLSTATE CORP$3.4M0.59%31,511CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M0.58%10,036CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$3.4M0.58%34,559CommonSOLE
83304A106SNAPSNAP INC$3.4M0.57%283,921CommonSOLE
H1467J104CBCHUBB LIMITED$3.3M0.56%17,093CommonSOLE
91529Y106UNMUNUM GROUP$3.3M0.56%68,663CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3.3M0.56%14,764CommonSOLE
682680103OKEONEOK INC NEW$3.2M0.55%52,583CommonSOLE
830879102SKYWSKYWEST INC$3.2M0.55%78,693CommonSOLE
880770102TERTERADYNE INC$3.2M0.54%28,485CommonSOLE
172967424CCITIGROUP INC$3.1M0.53%67,685CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$3.1M0.52%19,446CommonSOLE
084423102WRBBERKLEY W R CORP$3.0M0.52%50,782CommonSOLE
761152107RMDRESMED INC$3.0M0.52%13,831CommonSOLE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$2.9M0.50%61,147CommonSOLE
637417106NNNNNN REIT INC$2.9M0.50%68,047CommonSOLE
126650100CVSCVS HEALTH CORP$2.8M0.48%40,579CommonSOLE
013872106AAALCOA CORP$2.8M0.48%82,387CommonSOLE
866674104SUISUN CMNTYS INC$2.8M0.47%21,299CommonSOLE
086516101BBYBEST BUY INC$2.8M0.47%33,753CommonSOLE
87612E106TGTTARGET CORP$2.7M0.47%20,734CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$2.7M0.47%135,758CommonSOLE
922475108VEEVVEEVA SYS INC$2.7M0.46%13,693CommonSOLE
060505104BACBANK AMERICA CORP$2.7M0.46%93,777CommonSOLE
166764100CVXCHEVRON CORP NEW$2.7M0.45%16,887CommonSOLE
037833100AAPLAPPLE INC$2.6M0.44%13,340CommonSOLE
G7S00T104PNRPENTAIR PLC$2.5M0.44%39,415CommonSOLE
907818108UNPUNION PAC CORP$2.5M0.43%12,412CommonSOLE
524660107LEGLEGGETT & PLATT INC$2.5M0.43%85,654CommonSOLE
45687V106IRINGERSOLL RAND INC$2.5M0.43%38,732CommonSOLE
830566105SKAASKECHERS U S A INC$2.5M0.43%47,978CommonSOLE
42809H107HESHESS CORP$2.5M0.43%18,312CommonSOLE
277432100EMNEASTMAN CHEM CO$2.5M0.42%29,522CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.5M0.42%17,897CommonSOLE
31428X106FDXFEDEX CORP$2.4M0.42%9,870CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$2.4M0.42%30,457CommonSOLE
45073V108ITTITT INC$2.4M0.41%25,960CommonSOLE
86614U1007SUSUMMIT MATLS INC$2.4M0.41%63,772CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.4M0.41%64,748CommonSOLE
05351W103AGREURAVANGRID INC$2.4M0.40%62,681CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$2.4M0.40%59,103CommonSOLE
860630102SFSTIFEL FINL CORP$2.3M0.40%39,335CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.3M0.40%54,239CommonSOLE
925652109VICIVICI PPTYS INC$2.3M0.40%74,476CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.3M0.40%5,248CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$2.3M0.40%47,797CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.3M0.39%28,970CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.3M0.39%13,028CommonSOLE
871607107SNPSSYNOPSYS INC$2.2M0.38%5,076CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.2M0.38%10,217CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$2.2M0.37%33,480CommonSOLE
855244109SBUXSTARBUCKS CORP$2.1M0.37%21,689CommonSOLE
22822V101CCICROWN CASTLE INC$2.1M0.37%18,810CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$2.1M0.36%73,449CommonSOLE
G65431127NENOBLE CORP PLC ORD$2.1M0.36%50,507CommonSOLE
88146M101TRNOTERRENO RLTY CORP$2.1M0.35%34,521CommonSOLE
103304101BYDBOYD GAMING CORP$2.1M0.35%29,731CommonSOLE
79466L302CRMSALESFORCE INC$2.0M0.35%9,651CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$2.0M0.35%29,172CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.0M0.34%3,838CommonSOLE
928881101VNTVONTIER CORPORATION$2.0M0.34%62,053CommonSOLE
565849106MRO*MARATHON OIL CORP$2.0M0.34%86,367CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC SUB VTG$2.0M0.34%51,208CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$2.0M0.34%48,003CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$2.0M0.33%40,145CommonSOLE
74340W103PLDPROLOGIS INC.$2.0M0.33%15,944CommonSOLE
743315103PGRPROGRESSIVE CORP$2.0M0.33%14,733CommonSOLE
526057104LENLENNAR CORP$1.9M0.33%15,547CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.9M0.33%6,037CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.9M0.33%25,762CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1.9M0.32%37,217CommonSOLE
466313103JBLJABIL INC$1.9M0.32%17,252CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.9M0.32%25,507CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.8M0.32%31,433CommonSOLE
531229854FWONKUSDLIBERTY MEDIA CORP DEL$1.8M0.31%24,447CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$1.8M0.31%54,263CommonSOLE
96145D105WRKUSDWESTROCK CO$1.8M0.31%63,166CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.8M0.31%31,150CommonSOLE
136385101CNQCANADIAN NAT RES LTD$1.8M0.31%32,054CommonSOLE
G3922B107GGENPACT LIMITED$1.8M0.31%47,961CommonSOLE
688239201OSKOSHKOSH CORP$1.8M0.31%20,754CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.8M0.31%19,538CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.8M0.31%28,382CommonSOLE
498894104KNFKNIFE RIVER CORP$1.7M0.30%39,850CommonSOLE
500754106KHCKRAFT HEINZ CO$1.7M0.29%48,022CommonSOLE
291011104EMREMERSON ELEC CO$1.7M0.29%18,643CommonSOLE
477143101JBLUJETBLUE AWYS CORP$1.7M0.29%189,789CommonSOLE
92826C839VVISA INC$1.7M0.29%7,051CommonSOLE
201723103CMCCOMMERCIAL METALS CO$1.7M0.28%31,551CommonSOLE
827048109SLGNSILGAN HLDGS INC$1.7M0.28%35,418CommonSOLE
443573100HUBSHUBSPOT INC$1.7M0.28%3,114CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.7M0.28%18,767CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.7M0.28%33,615CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.28%15,377CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.6M0.28%21,769CommonSOLE
835495102SONSONOCO PRODS CO$1.6M0.27%27,176CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.6M0.27%63,388CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.6M0.27%31,775CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$1.6M0.27%65,168CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$1.6M0.27%28,030CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.5M0.26%5,268CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.5M0.26%8,393CommonSOLE
501889208LKQLKQ CORP$1.5M0.26%26,334CommonSOLE
023135106AMZNAMAZON COM INC$1.5M0.26%11,766CommonSOLE
337738108FISVFISERV INC$1.5M0.26%12,155CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$1.5M0.26%16,284CommonSOLE
00187Y100APGAPI GROUP CORP$1.5M0.26%55,873CommonSOLE
001084102AGCOAGCO CORP$1.5M0.26%11,550CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.5M0.26%25,352CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$1.5M0.26%54,980CommonSOLE
09239B109BLBLACKLINE INC$1.5M0.25%27,680CommonSOLE
917047102URBNURBAN OUTFITTERS INC$1.5M0.25%44,955CommonSOLE
487836108KKELLOGG CO$1.5M0.25%22,022CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$1.5M0.25%5,503CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1.5M0.25%8,851CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.5M0.25%23,894CommonSOLE
045487105ASBASSOCIATED BANC CORP$1.5M0.25%90,968CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1.4M0.25%32,929CommonSOLE
950755108WERNWERNER ENTERPRISES INC$1.4M0.25%32,706CommonSOLE
92936U109WPCWP CAREY INC$1.4M0.24%21,025CommonSOLE
871829107SYYSYSCO CORP$1.4M0.24%18,965CommonSOLE
902681105UGIUGI CORP NEW$1.4M0.24%51,150CommonSOLE
842587107SOSOUTHERN CO$1.4M0.24%19,620CommonSOLE
62955J103NOVNOV INC$1.4M0.24%85,769CommonSOLE
64110D104NTAPNETAPP INC$1.4M0.23%17,863CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$1.4M0.23%39,079CommonSOLE
26875P101EOGEOG RES INC$1.4M0.23%11,879CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1.4M0.23%21,313CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.3M0.23%24,860CommonSOLE
857477103STTSTATE STR CORP$1.3M0.23%18,306CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$1.3M0.23%36,961CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.23%3,366CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$1.3M0.22%39,998CommonSOLE
887389104TKRTIMKEN CO$1.3M0.22%14,064CommonSOLE
00206R102TAT&T INC$1.3M0.22%80,083CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.3M0.22%11,224CommonSOLE
83001A102SIXEURSIX FLAGS ENTMT CORP NEW$1.3M0.22%48,900CommonSOLE
12621E103CNOCNO FINL GROUP INC$1.2M0.21%51,941CommonSOLE
09260D107BXBLACKSTONE INC$1.2M0.21%13,198CommonSOLE
G0176J109ALLEALLEGION PLC$1.2M0.21%10,154CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.21%5,542CommonSOLE
268150109DTDYNATRACE INC$1.2M0.21%23,628CommonSOLE
885160101THOTHOR INDS INC$1.2M0.20%11,576CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.2M0.20%24,585CommonSOLE
46284V101IRMIRON MTN INC DEL$1.2M0.20%20,956CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.2M0.20%440CommonSOLE
412822108HOGHARLEY DAVIDSON INC$1.2M0.20%33,509CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1.2M0.20%16,194CommonSOLE
11135F101AVGOBROADCOM INC$1.2M0.20%1,334CommonSOLE
G9456A100GLNGGOLAR LNG LTD$1.2M0.20%57,313CommonSOLE
125896100CMSCMS ENERGY CORP$1.2M0.20%19,623CommonSOLE
45168D104IDXXIDEXX LABS INC$1.1M0.19%2,263CommonSOLE
N82405106STLASTELLANTIS N.V$1.1M0.19%64,758CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$1.1M0.19%25,213CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$1.1M0.19%24,901CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$1.1M0.19%57,986CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$1.1M0.19%38,070CommonSOLE
67098H104OIO-I GLASS INC$1.1M0.19%51,256CommonSOLE
34354P105FLSFLOWSERVE CORP$1.1M0.19%29,422CommonSOLE
94419L101WWAYFAIR INC$1.1M0.19%16,660CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.1M0.18%7,066CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.1M0.18%8,527CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B$1.1M0.18%67,022CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.1M0.18%63,155CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$1.0M0.18%31,979CommonSOLE
26210V102DRVNDRIVEN BRANDS HLDGS INC$1.0M0.18%38,748CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$1.0M0.18%6,895CommonSOLE
461202103INTUINTUIT$1.0M0.18%2,267CommonSOLE
784730103SSRMSSR MINING IN$1.0M0.18%73,106CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$1.0M0.18%2,115CommonSOLE
H2906T109GRMNGARMIN LTD$1.0M0.18%9,870CommonSOLE
600544100MLKNMILLERKNOLL INC$1.0M0.18%69,506CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$1.0M0.17%28,250CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$999,0560.17%3,110CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$997,7200.17%30,079CommonSOLE
256163106DOCUDOCUSIGN INC$971,0680.17%19,007CommonSOLE
88579Y101MMM3M CO$967,0700.17%9,662CommonSOLE
G3198U102ESNTESSENT GROUP LTD$950,7420.16%20,315CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$948,0010.16%73,947CommonSOLE
64115T104NTCTNETSCOUT SYS INC$941,8390.16%30,431CommonSOLE
37959E102GLGLOBE LIFE INC$940,7590.16%8,582CommonSOLE
513272104LWLAMB WESTON HLDGS INC$939,2560.16%8,171CommonSOLE
406216101HALHALLIBURTON CO$933,5840.16%28,299CommonSOLE
143130102KMXCARMAX INC$928,5680.16%11,094CommonSOLE
127203107WHDCACTUS INC$912,7150.16%21,567CommonSOLE
023608102AEEAMEREN CORP$910,0490.16%11,143CommonSOLE
235851102DHRDANAHER CORPORATION$909,8400.16%3,791CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$904,7870.15%7,943CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$897,5090.15%16,357CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW CL A$893,9670.15%61,952CommonSOLE
55261F104MTBM & T BK CORP$855,4290.15%6,912CommonSOLE
74340E103PGNYPROGYNY INC$852,5760.15%21,672CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$847,6400.14%8,984CommonSOLE
85208T107CXMSPRINKLR INC$847,2670.14%61,263CommonSOLE
59156R108METMETLIFE INC$838,2270.14%14,828CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$830,7340.14%73,712CommonSOLE
27032D304EARTHSTONE ENERGY INC$826,2190.14%57,818CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$817,1860.14%7,295CommonSOLE
00287Y109ABBVABBVIE INC$814,5780.14%6,046CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$814,0130.14%25,891CommonSOLE
443201108HWMHOWMET AEROSPACE INC$810,4550.14%16,353CommonSOLE
136375102CNICANADIAN NATL RY CO$809,9580.14%6,690CommonSOLE
172062101CINFCINCINNATI FINL CORP$806,3940.14%8,286CommonSOLE
74624M102PPURE STORAGE INC$801,3870.14%21,765CommonSOLE
12572Q105CMECME GROUP INC$789,8910.14%4,263CommonSOLE
D18190898DBDEUTSCHE BANK A G$787,1280.13%74,751CommonSOLE
29362U104ENTGENTEGRIS INC$785,4920.13%7,088CommonSOLE
25754A201DPZDOMINOS PIZZA INC$783,8390.13%2,326CommonSOLE
630402105NSSCNAPCO SEC TECHNOLOGIES INC$783,6790.13%22,617CommonSOLE
819047101SHAKSHAKE SHACK INC$783,5730.13%10,082CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$780,5410.13%11,697CommonSOLE
336433107FSLRFIRST SOLAR INC$776,5180.13%4,085CommonSOLE
G02602103DOXAMDOCS LTD$772,3150.13%7,813CommonSOLE
55616P104MMACYS INC$771,0740.13%48,042CommonSOLE
690732102ACHOWENS & MINOR INC NEW$755,8690.13%39,699CommonSOLE
737446104POSTPOST HLDGS INC$751,6890.13%8,675CommonSOLE
217204106CPRTCOPART INC$746,0070.13%8,179CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$741,3380.13%26,021CommonSOLE
938824109WAFDWASHINGTON FED INC$733,8610.13%27,672CommonSOLE
044186104ASHASHLAND INC$733,6940.13%8,442CommonSOLE
88033G407THCTENET HEALTHCARE CORP$730,9550.12%8,982CommonSOLE
679295105OKTAOKTA INC$730,5330.12%10,534CommonSOLE
01741R102ATIATI INC$722,7620.12%16,341CommonSOLE
98983V106ZUOUSDZUORA INC$719,9830.12%65,632CommonSOLE
81282V100PRKSSEAWORLD ENTMT INC$719,9530.12%12,854CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$715,0570.12%8,853CommonSOLE
817565104SCISERVICE CORP INTL$711,5880.12%11,017CommonSOLE
30034T103G2CEVERI HLDGS INC$710,4340.12%49,131CommonSOLE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$707,2920.12%19,598CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$705,7830.12%16,330CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$705,4870.12%2,657CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$698,3670.12%4,755CommonSOLE
008492100ADCAGREE RLTY CORP$697,7110.12%10,670CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$697,2390.12%11,099CommonSOLE
960413102WLKWESTLAKE CORPORATION$697,1070.12%5,835CommonSOLE
N14506104ESTCELASTIC N V$679,1590.12%10,592CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$678,7250.12%56,093CommonSOLE
G39108108GTESGATES INDL CORP PLC$661,2340.11%49,053CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$661,1860.11%3,457CommonSOLE
654106103NKENIKE INC$653,6110.11%5,922CommonSOLE
29355A107ENPHENPHASE ENERGY INC$644,6310.11%3,849CommonSOLE
343412102FLRFLUOR CORP NEW$642,4090.11%21,703CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$636,6280.11%26,626CommonSOLE
F21107101CSTMCONSTELLIUM SE$620,6790.11%36,086CommonSOLE
82509L107SHOPSHOPIFY INC$617,0590.11%9,552CommonSOLE
646025106NJRNEW JERSEY RES CORP$616,6210.11%13,064CommonSOLE
384109104GGGGRACO INC$614,9850.11%7,122CommonSOLE
049560105ATOATMOS ENERGY CORP$612,5300.10%5,265CommonSOLE
M98068105WIXWIX COM LTD$610,5070.10%7,803CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$609,4400.10%7,238CommonSOLE
294628102HP5AEQUITY COMWLTH$608,8540.10%30,052CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$604,3800.10%5,525CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$600,4950.10%19,950CommonSOLE
04010L103ARCCARES CAPITAL CORP$599,8140.10%31,922CommonSOLE
02156B103AYXEURALTERYX INC$594,9670.10%13,105CommonSOLE
922417100VECOVEECO INSTRS INC DEL$594,2350.10%23,140CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$592,3390.10%47,236CommonSOLE
88025T102TENBTENABLE HLDGS INC$590,7120.10%13,564CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$589,9030.10%12,490CommonSOLE
109641100EATBRINKER INTL INC$587,7960.10%16,060CommonSOLE
428103105HESMHESS MIDSTREAM LP$586,2950.10%19,110CommonSOLE
02209S103MOALTRIA GROUP INC$579,3420.10%12,789CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$573,8080.10%10,129CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$573,5950.10%6,173CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$571,4370.10%7,511CommonSOLE
358054104FRSHFRESHWORKS INC CLASS A$570,7520.10%32,466CommonSOLE
053807103AVTAVNET INC$568,3700.10%11,266CommonSOLE
48251W104KKRKKR & CO INC$565,9360.10%10,106CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$562,7070.10%11,884CommonSOLE
929566107WNCWABASH NATL CORP$556,7470.10%21,714CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$556,0340.10%3,102CommonSOLE
719405102PLABPHOTRONICS INC$555,9030.10%21,555CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$555,1200.09%8,299CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$552,2140.09%17,442CommonSOLE
87807B107TRPTC ENERGY CORP$550,4250.09%13,621CommonSOLE
00766T100ACMAECOM$542,8630.09%6,410CommonSOLE
683715106OTEXOPEN TEXT CORP$537,4080.09%12,934CommonSOLE
682189105ONON SEMICONDUCTOR CORP$536,7420.09%5,675CommonSOLE
346375108FORMFORMFACTOR INC$533,5580.09%15,592CommonSOLE
703395103PDCOEURPATTERSON COS INC$529,8650.09%15,931CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$524,9170.09%35,253CommonSOLE
892672106TWTRADEWEB MKTS INC$524,8990.09%7,665CommonSOLE
60937P106MDBMONGODB INC$523,6010.09%1,274CommonSOLE
17243V102CNKCINEMARK HLDGS INC$523,0830.09%31,702CommonSOLE
941848103WATWATERS CORP$516,2880.09%1,937CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$515,9460.09%15,812CommonSOLE
13765N107CNNECANNAE HLDGS INC$509,3320.09%25,202CommonSOLE
M46528101FROFRONTLINE PLC$494,0780.08%34,004CommonSOLE
45245E109IMAXIMAX CORP$492,7270.08%29,001CommonSOLE
Y58473102MAXNQMAXEON SOLAR TECHNOLOGIES LT$492,2370.08%17,480CommonSOLE
067901108ABXBARRICK GOLD CORP$490,6310.08%28,980CommonSOLE
596278101MIDDMIDDLEBY CORP$487,5430.08%3,298CommonSOLE
25746U109DDOMINION ENERGY INC$485,8940.08%9,382CommonSOLE
770323103RHIROBERT HALF INTL INC$482,0100.08%6,408CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$481,5310.08%3,369CommonSOLE
G6564A105NOMDNOMAD FOODS LTD USD$479,6100.08%27,375CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$478,8550.08%35,004CommonSOLE
518613203LAURLAUREATE EDUCATION INC$477,9540.08%39,533CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$475,7750.08%18,292CommonSOLE
825690100SSTKSHUTTERSTOCK INC$470,5900.08%9,669CommonSOLE
35905A109FTDRFRONTDOOR INC$468,6430.08%14,691CommonSOLE
489398107KWKENNEDY-WILSON HOLDINGS INC$466,9070.08%28,592CommonSOLE
829242106SBGISINCLAIR INC$461,5880.08%33,400CommonSOLE
79589L106IOTSAMSARA INC$460,0690.08%16,603CommonSOLE
285512109EAELECTRONIC ARTS INC$459,2680.08%3,541CommonSOLE
031100100AMEAMETEK INC$451,4830.08%2,789CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$449,3400.08%1,916CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$447,8160.08%6,572CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$446,2640.08%6,778CommonSOLE
50212V100LPLALPL FINL HLDGS INC$444,4270.08%2,044CommonSOLE
Y2573F102FLEXFLEX LTD$442,4330.08%16,007CommonSOLE
G87264100TGLSTECNOGLASS INC$440,1950.08%8,521CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$439,5560.08%14,775CommonSOLE
91704F104UEURBAN EDGE PPTYS$438,3510.07%28,409CommonSOLE
736508847PORPORTLAND GEN ELEC CO$437,3450.07%9,339CommonSOLE
23804L103DDOGDATADOG INC$429,5270.07%4,366CommonSOLE
918204108VFCV F CORP$427,6160.07%22,400CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$425,9190.07%5,457CommonSOLE
78442P106SLMSLM CORP$420,1750.07%25,746CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$419,7080.07%6,319CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$413,1530.07%5,877CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$406,9440.07%10,800CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$403,4030.07%2,923CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$401,5570.07%2,744CommonSOLE
05352A100AVTRAVANTOR INC$396,7100.07%19,314CommonSOLE
88554D205DDD3-D SYS CORP DEL$395,8300.07%39,862CommonSOLE
13321L108CCJCAMECO CORP$394,4130.07%12,589CommonSOLE
192422103CGNXCOGNEX CORP$394,2690.07%7,038CommonSOLE
303250104FICOFAIR ISAAC CORP$393,2760.07%486CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$391,3640.07%17,317CommonSOLE
237266101DARDARLING INGREDIENTS INC$389,1830.07%6,101CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$388,2670.07%18,775CommonSOLE
L72967109OECORION S.A.$387,2440.07%18,249CommonSOLE
98585N106YEXTYEXT INC$384,2460.07%33,974CommonSOLE
574599106MASMASCO CORP$382,8390.07%6,672CommonSOLE
052800109ALVAUTOLIV INC$382,1700.07%4,494CommonSOLE
988498101YUMYUM BRANDS INC$373,8080.06%2,698CommonSOLE
024013104AATAMERICAN ASSETS TR INC$365,0690.06%19,014CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$363,4210.06%884CommonSOLE
57638P104MBCMASTERBRAND INC$361,0070.06%31,041CommonSOLE
939653101ELMEELME COMMUNITIES$360,0520.06%21,901CommonSOLE
172755100CRUSCIRRUS LOGIC INC$358,5500.06%4,426CommonSOLE
88076W103TDCTERADATA CORP DEL$357,9540.06%6,702CommonSOLE
69351T106PPLPPL CORP$355,4110.06%13,432CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$354,9820.06%28,308CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$353,4480.06%8,801CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$350,9140.06%4,753CommonSOLE
704551100BTUPEABODY ENERGY CORP$349,1380.06%16,119CommonSOLE
02005N100ALLYALLY FINL INC$347,2140.06%12,855CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$346,4160.06%11,057CommonSOLE
G037AX101AMBAAMBARELLA INC$340,2860.06%4,067CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$339,8170.06%925CommonSOLE
03748R747AIVAPARTMENT INVT & MGMT CO$339,8120.06%39,884CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$338,7970.06%1,836CommonSOLE
48666K109KBHKB HOME$335,9080.06%6,496CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$334,9440.06%8,759CommonSOLE
G39637205GOGLGOLDEN OCEAN GROUP LTD$333,8990.06%44,225CommonSOLE
73642K106PTLOPORTILLOS INC$333,6470.06%14,809CommonSOLE
00437E102ACCDUSDACCOLADE INC$330,8230.06%24,560CommonSOLE
042315507ARMOUR RESIDENTIAL REIT INC$329,3990.06%61,801CommonSOLE
5168062058LP1VITAL ENERGY INC$327,7890.06%7,260CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$327,6770.06%13,920CommonSOLE
92343X100VTYVERINT SYS INC$320,6940.05%9,147CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$319,5440.05%1,743CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$317,8690.05%21,037CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$316,0900.05%22,675CommonSOLE
351858105FNVFRANCO NEV CORP$315,0030.05%2,209CommonSOLE
77311W101RKTROCKET COS INC$314,9980.05%35,156CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$314,2400.05%39,231CommonSOLE
254687106DISDISNEY WALT CO$307,7480.05%3,447CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$307,0720.05%1,038CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$306,1620.05%870CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$305,6850.05%4,458CommonSOLE
626717102MURMURPHY OIL CORP$305,4430.05%7,975CommonSOLE
23345M107DTMDT MIDSTREAM INC$302,2780.05%6,098CommonSOLE
651639106NEMNEWMONT CORP$300,3260.05%7,040CommonSOLE
76680R206RNGRINGCENTRAL INC$298,4650.05%9,119CommonSOLE
031162100AMGNAMGEN INC$298,1730.05%1,343CommonSOLE
723787107PXDEURPIONEER NAT RES CO$297,3030.05%1,435CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$295,3870.05%64,495CommonSOLE
608190104MHKMOHAWK INDS INC$291,3240.05%2,824CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$290,9140.05%3,084CommonSOLE
11777Q209BTGB2GOLD CORP$287,1390.05%80,431CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$286,2790.05%2,436CommonSOLE
959802109WUWESTERN UN CO$286,2120.05%24,400CommonSOLE
46222L108IONQIONQ INC$285,1180.05%21,073CommonSOLE
12514G108CDWCDW CORP$283,3240.05%1,544CommonSOLE
G1466R173BORRBORR DRILLING LTD$279,3860.05%37,103CommonSOLE
371901109GNTXGENTEX CORP$276,5950.05%9,453CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$276,1630.05%5,377CommonSOLE
405217100HAINHAIN CELESTIAL GROUP INC$275,9960.05%22,062CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$275,5330.05%2,656CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$274,2650.05%2,375CommonSOLE
437076102HDHOME DEPOT INC$272,4310.05%877CommonSOLE
83200N103SMARGBPSMARTSHEET INC$271,8370.05%7,105CommonSOLE
26884U109EPREPR PPTYS$270,2700.05%5,775CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$269,1660.05%9,072CommonSOLE
136635109CSIQCANADIAN SOLAR INC$267,9670.05%6,926CommonSOLE
29283F103ESMTUSDENGAGESMART INC$266,8970.05%13,981CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$264,8410.05%1,325CommonSOLE
74319R101PRGPROG HOLDINGS INC$264,4120.05%8,232CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$260,1110.04%362CommonSOLE
05465C100AXAXOS FINANCIAL INC$259,9880.04%6,592CommonSOLE
38526M106LOPEGRAND CANYON ED INC$255,7540.04%2,478CommonSOLE
45674M101INFA1EURINFORMATICA INC$251,9700.04%13,620CommonSOLE
65340P106NXENEXGEN ENERGY LTD$251,6600.04%53,431CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$250,7290.04%17,068CommonSOLE
Y8565N300TNKTEEKAY TANKERS LTD$241,7280.04%6,323CommonSOLE
931142103WMTWALMART INC$241,2710.04%1,535CommonSOLE
89400J107TRUTRANSUNION$240,7860.04%3,074CommonSOLE
143658300CCL1EURCARNIVAL CORP$240,4970.04%12,772CommonSOLE
422704106HLHECLA MNG CO$239,9330.04%46,589CommonSOLE
192108504CDECOEUR MNG INC$239,5970.04%84,365CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$235,7580.04%1,621CommonSOLE
98422X101XPOFXPONENTIAL FITNESS INC$231,7190.04%13,433CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$226,5940.04%5,974CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$225,1060.04%19,456CommonSOLE
13100M509CALXCALIX INC$220,2030.04%4,412CommonSOLE
69007J106OUTFRONT MEDIA INC$215,6940.04%13,721CommonSOLE
34959E109FTNTFORTINET INC$214,8270.04%2,842CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$214,1830.04%560CommonSOLE
553368101MPMP MATERIALS CORP$212,5090.04%9,288CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$212,0450.04%2,534CommonSOLE
436440101HO1HOLOGIC INC$211,1700.04%2,608CommonSOLE
98980G102ZSZSCALER INC$209,9410.04%1,435CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$204,4890.03%11,540CommonSOLE
26414D106NAPA1USDDUCKHORN PORTFOLIO INC$202,4750.03%15,611CommonSOLE
302520101FNBF N B CORP$202,3850.03%17,691CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$201,7990.03%3,219CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$190,7270.03%16,442CommonSOLE
N70544106PL0PLAYA HOTELS & RESORTS NV$189,3690.03%23,264CommonSOLE
867652406SPWRQSUNPOWER CORP$186,6310.03%19,044CommonSOLE
87615L107THTARGET HOSPITALITY CORP$184,8610.03%13,775CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$183,9340.03%12,944CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$177,7640.03%19,197CommonSOLE
535919500LGF/BEURLIONS GATE ENTMNT CORP$176,4100.03%21,127CommonSOLE
74965L101RLJRLJ LODGING TR$176,3870.03%17,175CommonSOLE
32076V103AGFIRST MAJESTIC SILVER CORP$174,4440.03%30,875CommonSOLE
15135U109CVECENOVUS ENERGY INC$171,4640.03%10,098CommonSOLE
60646V105MCWMISTER CAR WASH INC$157,2760.03%16,298CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$148,4820.03%14,486CommonSOLE
549498103CCIVGBPLUCID GROUP INC$146,4810.03%21,260CommonSOLE
Y1771G102CMRECOSTAMARE INC$144,9820.02%14,993CommonSOLE
163092109CHGGCHEGG INC$143,6780.02%16,180CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$143,2700.02%28,885CommonSOLE
71363P106PRDOPERDOCEO ED CORP$132,1110.02%10,767CommonSOLE
687793109OSCROSCAR HEALTH INC$126,4050.02%15,683CommonSOLE
55272X607MFAMFA FINL INC$126,2810.02%11,235CommonSOLE
H8817H100RIGTRANSOCEAN LTD REG$124,0350.02%17,694CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$122,5680.02%27,057CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$117,1180.02%13,714CommonSOLE
M53213100ICLICL GROUP LTD$105,6490.02%19,279CommonSOLE
292671708UUUUENERGY FUELS INC$105,6120.02%16,925CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$101,7800.02%12,367CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$90,5900.02%11,184CommonSOLE
89612W102TRICON RESIDENTIAL INC$89,4830.02%10,157CommonSOLE
602496101MDXGMIMEDX GROUP INC$67,0980.01%10,151CommonSOLE
20464U100COMPCOMPASS INC$63,4800.01%18,137CommonSOLE
594960304MVISMICROVISION INC DEL$58,9770.01%12,877CommonSOLE
37247D106GNWGENWORTH FINL INC$52,4750.01%10,495CommonSOLE

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.