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Counterpoint Mutual Funds LLC

Q4 2024 · 13F-HR

Counterpoint Mutual Funds LLCholdings as filed

Filed 2025-02-10 · accession 0001172661-25-000634

$801.1M
Reported value
274
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46435U853USHYISHARES TR$309.1M38.6%8,401,003CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$104.0M13.0%4,937,232CommonSOLE
464287200IVVISHARES TR$83.5M10.4%141,851CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$47.2M5.89%1,130,422CommonSOLE
66538R540CPAINORTHERN LTS FD TR III$37.2M4.65%1,083,546CommonSOLE
464288513HYGISHARES TR$23.4M2.92%297,013CommonSOLE
78468R622JNKSPDR SER TR$23.3M2.90%243,691CommonSOLE
69344A206PHYLPGIM ETF TR$3.5M0.43%100,000CommonSOLE
911163103UNFIUNITED NAT FOODS INC$2.0M0.25%72,242CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$1.9M0.24%86,776CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$1.9M0.23%54,909CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.9M0.23%109,540CommonSOLE
109641100EATBRINKER INTL INC$1.9M0.23%14,141CommonSOLE
90138F102TWLOTWILIO INC$1.9M0.23%17,252CommonSOLE
45827U109INTAINTAPP INC$1.9M0.23%28,906CommonSOLE
21871N101CXWCORECIVIC INC$1.8M0.23%84,683CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$1.8M0.23%100,040CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$1.8M0.23%18,776CommonSOLE
141788109CARGCARGURUS INC$1.8M0.23%49,878CommonSOLE
26622P107DOCSDOXIMITY INC$1.8M0.23%34,086CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$1.8M0.23%180,145CommonSOLE
650111107NYTNEW YORK TIMES CO$1.8M0.22%34,405CommonSOLE
830879102SKYWSKYWEST INC$1.8M0.22%17,833CommonSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC$1.8M0.22%74,342CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$1.8M0.22%61,855CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$1.8M0.22%485,969CommonSOLE
87612G101TRGPTARGA RES CORP$1.8M0.22%9,955CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$1.7M0.22%81,472CommonSOLE
66538R722HYTRNORTHERN LTS FD TR III$1.6M0.21%75,800CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$1.5M0.19%19,509CommonSOLE
393222104GPREGREEN PLAINS INC$1.5M0.19%156,409CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.18%2,909CommonSOLE
69376K106RPCP10 INC$1.4M0.18%111,480CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$1.4M0.17%33,561CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1.4M0.17%18,374CommonSOLE
03073E105CORCENCORA INC$1.4M0.17%6,136CommonSOLE
668771108GENGEN DIGITAL INC$1.4M0.17%50,284CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.4M0.17%4,582CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$1.4M0.17%42,085CommonSOLE
82509L107SHOPSHOPIFY INC$1.4M0.17%12,867CommonSOLE
58155Q103MCKMCKESSON CORP$1.4M0.17%2,399CommonSOLE
M98068105WIXWIX COM LTD$1.4M0.17%6,348CommonSOLE
199908104FIXCOMFORT SYS USA INC$1.4M0.17%3,199CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.4M0.17%36,279CommonSOLE
55336V100MPLXMPLX LP$1.1M0.14%22,885CommonSOLE
02209S103MOALTRIA GROUP INC$1.1M0.14%20,945CommonSOLE
00206R102TAT&T INC$1.1M0.14%47,997CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.1M0.14%9,226CommonSOLE
17275R102CSCOCISCO SYS INC$1.1M0.14%18,384CommonSOLE
872590104TMUST-MOBILE US INC$1.1M0.14%4,925CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$1.1M0.14%12,259CommonSOLE
91529Y106UNMUNUM GROUP$1.1M0.14%14,867CommonSOLE
011659109ALKALASKA AIR GROUP INC$1.1M0.14%16,761CommonSOLE
912008109USFDUS FOODS HLDG CORP$1.1M0.14%16,076CommonSOLE
12621E103CNOCNO FINL GROUP INC$1.1M0.14%29,145CommonSOLE
35137L105FOXAFOX CORP$1.1M0.14%22,267CommonSOLE
128030202CALMCAL MAINE FOODS INC$1.1M0.13%10,408CommonSOLE
02079K305GOOGLALPHABET INC$1.1M0.13%5,601CommonSOLE
30303M102METAMETA PLATFORMS INC$1.1M0.13%1,810CommonSOLE
784730103SSRMSSR MINING IN$866,9580.11%124,563CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$800,1150.10%58,832CommonSOLE
74874Q100QNSTQUINSTREET INC$778,4050.10%33,741CommonSOLE
518439104ELLAUDER ESTEE COS INC$776,5680.10%10,357CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$768,1840.10%44,022CommonSOLE
771049103RBLXROBLOX CORP$762,4210.10%13,177CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$761,0870.10%30,751CommonSOLE
30041R108EVEREVERQUOTE INC$760,6790.09%38,053CommonSOLE
724479100PBIPITNEY BOWES INC$754,6110.09%104,228CommonSOLE
G87110105FTITECHNIPFMC PLC$751,1960.09%25,957CommonSOLE
923725105VETVERMILION ENERGY INC$747,3850.09%79,509CommonSOLE
20451N101CMPCOMPASS MINERALS INTL INC$744,1090.09%66,143CommonSOLE
71385M107PRMPERIMETER SOLUTIONS INC$742,9650.09%58,135CommonSOLE
03957W106AROCARCHROCK INC$742,3940.09%29,827CommonSOLE
88025U109TXG10X GENOMICS INC$741,8090.09%51,658CommonSOLE
G6674U108NVCRNOVOCURE LTD$741,7820.09%24,892CommonSOLE
18914F103CLOVCLOVER HEALTH INVESTMENTS CO$735,1850.09%233,392CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$734,9090.09%40,851CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$733,9720.09%78,668CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$732,9520.09%5,642CommonSOLE
26603R106DUOLDUOLINGO INC$728,8690.09%2,248CommonSOLE
38246G108GDRXGOODRX HLDGS INC$727,4410.09%156,439CommonSOLE
206787103CNDTCONDUENT INC$725,0350.09%179,464CommonSOLE
75508B104RYAMRAYONIER ADVANCED MATLS INC$725,0100.09%87,880CommonSOLE
52661A108DRSLEONARDO DRS INC$723,8730.09%22,404CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$721,9600.09%43,025CommonSOLE
55024U109LITELUMENTUM HLDGS INC$721,2980.09%8,592CommonSOLE
12653C108CNXCNX RES CORP$720,0890.09%19,637CommonSOLE
049468101TEAMATLASSIAN CORPORATION$707,7490.09%2,908CommonSOLE
566330106MCSMARCUS CORP DEL$706,4260.09%32,857CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$701,7480.09%14,877CommonSOLE
92719V100VMEO*VIMEO INC$697,9840.09%109,060CommonSOLE
77543R102ROKUROKU INC$696,6400.09%9,371CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$694,5780.09%8,215CommonSOLE
629377508NRGNRG ENERGY INC$693,9720.09%7,692CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$691,2930.09%79,459CommonSOLE
574599106MASMASCO CORP$691,0120.09%9,522CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$689,4990.09%7,918CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$681,3490.09%5,362CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$675,9050.08%177,403CommonSOLE
55305B101MHOM/I HOMES INC$667,8080.08%5,023CommonSOLE
524660107LEGLEGGETT & PLATT INC$666,3550.08%69,412CommonSOLE
20464U100COMPCOMPASS INC$664,4370.08%113,579CommonSOLE
156431108CENXCENTURY ALUM CO$663,7730.08%36,431CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$662,5980.08%10,825CommonSOLE
888787108TOSTTOAST INC$660,5470.08%18,122CommonSOLE
038222105AMATAPPLIED MATLS INC$653,6100.08%4,019CommonSOLE
48666K109KBHKB HOME$640,2440.08%9,742CommonSOLE
91680M107UPSTUPSTART HLDGS INC$636,5720.08%10,339CommonSOLE
88033G407THCTENET HEALTHCARE CORP$605,2730.08%4,795CommonSOLE
55087P104LYFTLYFT INC$573,4700.07%44,455CommonSOLE
57776J100MXLMAXLINEAR INC$570,0790.07%28,821CommonSOLE
05463X106AXGNAXOGEN INC$564,8520.07%34,275CommonSOLE
G27358103DESP1EURDESPEGAR COM CORP$551,2430.07%28,636CommonSOLE
233377407DXPEDXP ENTERPRISES INC$511,1700.06%6,187CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$510,9210.06%32,093CommonSOLE
33829M101FIVEFIVE BELOW INC$510,4200.06%4,863CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$506,0350.06%36,883CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$493,3920.06%94,701CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$482,8520.06%2,110CommonSOLE
15101Q207CLSCELESTICA INC$479,7750.06%5,198CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$476,6640.06%7,827CommonSOLE
876030107TPRTAPESTRY INC$476,5820.06%7,295CommonSOLE
30069T101EEEXCELERATE ENERGY INC$473,1710.06%15,642CommonSOLE
20459V105GPGICOMPOSECURE INC$471,1060.06%30,731CommonSOLE
49926D109KNKNOWLES CORP$463,4120.06%23,252CommonSOLE
92846Q107COCOVITA COCO CO INC$462,0760.06%12,519CommonSOLE
91688F104UPWKUPWORK INC$456,4100.06%27,915CommonSOLE
23834J201DAVEDAVE INC$451,9840.06%5,200CommonSOLE
36162J106GEOGEO GROUP INC NEW$451,7930.06%16,147CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$451,1050.06%25,343CommonSOLE
82982T106SITMSITIME CORP$449,2260.06%2,094CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$443,4850.06%18,341CommonSOLE
053604104AVPTAVEPOINT INC$443,1280.06%26,840CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$442,6460.06%19,939CommonSOLE
450913108IAGIAMGOLD CORP$440,4680.05%85,362CommonSOLE
M7516K103NVMINOVA LTD$439,5920.05%2,232CommonSOLE
86333M108LRNSTRIDE INC$439,2080.05%4,226CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$437,9430.05%12,182CommonSOLE
82846H405QXOQXO INC$437,9020.05%27,541CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$427,3950.05%72,810CommonSOLE
90041L105TPBTURNING PT BRANDS INC$426,0490.05%7,089CommonSOLE
698884103PARPAR TECHNOLOGY CORP$420,8320.05%5,791CommonSOLE
38526M106LOPEGRAND CANYON ED INC$420,6380.05%2,568CommonSOLE
36472T109TDAYGANNETT CO INC$418,3610.05%82,680CommonSOLE
35905A109FTDRFRONTDOOR INC$418,3350.05%7,652CommonSOLE
482480100KLACKLA CORP$415,2490.05%659CommonSOLE
152006102CGAUCENTERRA GOLD INC$412,7520.05%72,544CommonSOLE
92840M102VSTVISTRA CORP$411,8180.05%2,987CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$403,7650.05%38,749CommonSOLE
G6964L206PSFEPAYSAFE LIMITED$403,3380.05%23,587CommonSOLE
747525103QCOMQUALCOMM INC$400,3340.05%2,606CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$400,3210.05%35,458CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$399,9290.05%18,990CommonSOLE
11040G103VTOLBRISTOW GROUP INC$399,1490.05%11,637CommonSOLE
77664L207ROOTROOT INC$398,1560.05%5,485CommonSOLE
09075A108BVSBIOVENTUS INC$395,2730.05%37,645CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$395,2490.05%3,479CommonSOLE
465741106ITRIITRON INC$393,1680.05%3,621CommonSOLE
546347105LPXLOUISIANA PAC CORP$392,0400.05%3,786CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$387,6230.05%4,814CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$387,6080.05%9,893CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$386,6690.05%4,187CommonSOLE
58985J105MERIDIANLINK INC$384,2760.05%18,609CommonSOLE
05988J103BANDBANDWIDTH INC$384,1070.05%22,568CommonSOLE
88337F105ODP1THE ODP CORP$382,9640.05%16,841CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$376,7670.05%28,717CommonSOLE
81686C104628SEMRUSH HLDGS INC$376,0730.05%31,656CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$374,4990.05%4,339CommonSOLE
204166102CVLTCOMMVAULT SYS INC$373,0500.05%2,472CommonSOLE
57638P104MBCMASTERBRAND INC$370,1150.05%25,333CommonSOLE
20854L108CEIXEURCONSOL ENERGY INC NEW$367,7260.05%3,447CommonSOLE
87265H109T86TRI POINTE HOMES INC$367,6400.05%10,139CommonSOLE
088929104BGCBGC GROUP INC$367,1110.05%40,520CommonSOLE
42704L104HRIHERC HLDGS INC$366,5430.05%1,936CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$365,3810.05%39,162CommonSOLE
860897107SFIXSTITCH FIX INC$365,0740.05%84,704CommonSOLE
67059N108NTNXNUTANIX INC$364,2050.05%5,953CommonSOLE
156504300CCSCENTURY CMNTYS INC$362,1050.05%4,936CommonSOLE
14843C105CSTLCASTLE BIOSCIENCES INC$362,0940.05%13,587CommonSOLE
745867101PHMPULTE GROUP INC$356,3210.04%3,272CommonSOLE
65158N102NMRKNEWMARK GROUP INC$351,7880.04%27,462CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$347,5600.04%11,482CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$344,9160.04%2,680CommonSOLE
52603B107TREELENDINGTREE INC NEW$339,9150.04%8,772CommonSOLE
22041X102CRSRCORSAIR GAMING INC$338,9670.04%51,281CommonSOLE
402635502GPORGULFPORT ENERGY CORP$338,5600.04%1,838CommonSOLE
527064109LESLIES INC$334,4620.04%149,983CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$333,4740.04%45,933CommonSOLE
69047Q102OVVOVINTIV INC$332,9510.04%8,221CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$332,2160.04%19,060CommonSOLE
831754106SWBISMITH & WESSON BRANDS INC$330,6260.04%32,719CommonSOLE
922475108VEEVVEEVA SYS INC$330,5130.04%1,572CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$330,3440.04%12,030CommonSOLE
53635B107LQDTLIQUIDITY SVCS INC$330,0360.04%10,221CommonSOLE
86722A103SXCSUNCOKE ENERGY INC$329,1860.04%30,765CommonSOLE
928881101VNTVONTIER CORPORATION$328,7770.04%9,015CommonSOLE
64110D104NTAPNETAPP INC$328,5060.04%2,830CommonSOLE
G7500M104RNWRENEW ENERGY GLOBAL PLC$327,6760.04%47,976CommonSOLE
443201108HWMHOWMET AEROSPACE INC$327,1260.04%2,991CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$326,8730.04%16,360CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$326,6370.04%1,364CommonSOLE
704551100BTUPEABODY ENERGY CORP$324,9680.04%15,519CommonSOLE
157210105CEVACEVA INC$324,2390.04%10,277CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$323,2590.04%3,826CommonSOLE
422704106HLHECLA MNG CO$320,4950.04%65,274CommonSOLE
00081T108ACCOACCO BRANDS CORP$320,0300.04%60,958CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$320,0110.04%1,707CommonSOLE
69318G106PBFPBF ENERGY INC$317,6440.04%11,964CommonSOLE
35909R108ULCCFRONTIER GROUP HLDGS INC$317,3260.04%44,631CommonSOLE
127097103CTRACOTERRA ENERGY INC$315,5980.04%12,357CommonSOLE
077454106BDCBELDEN INC$315,4210.04%2,801CommonSOLE
438333106HNSTHONEST CO INC$313,4580.04%45,232CommonSOLE
19247G107COHRCOHERENT CORP$311,3780.04%3,287CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$311,3210.04%2,881CommonSOLE
88162G103TTEKTETRA TECH INC NEW$309,8760.04%7,778CommonSOLE
203668108CYHCOMMUNITY HEALTH SYS INC NEW$309,3010.04%103,445CommonSOLE
98423F109XMTRXOMETRY INC$308,8160.04%7,239CommonSOLE
556269108SHOOMADDEN STEVEN LTD$307,7170.04%7,237CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$307,1960.04%6,496CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$305,5020.04%5,939CommonSOLE
87918A105TDOCTELADOC HEALTH INC$305,0240.04%33,556CommonSOLE
497266106KEXKIRBY CORP$303,4340.04%2,868CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$303,2880.04%2,738CommonSOLE
858155203GJBSTEELCASE INC$302,9230.04%25,628CommonSOLE
816850101SMTCSEMTECH CORP$302,7560.04%4,895CommonSOLE
09352U108BLNDBLEND LABS INC$302,4840.04%71,849CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$302,4360.04%8,838CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$301,3870.04%5,527CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$301,0290.04%8,994CommonSOLE
26701L100BROSDUTCH BROS INC$300,3990.04%5,735CommonSOLE
N00985106AERAERCAP HOLDINGS NV$300,1150.04%3,136CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$298,8970.04%15,748CommonSOLE
Y1771G102CMRECOSTAMARE INC$298,8270.04%23,255CommonSOLE
852312305STAASTAAR SURGICAL CO$298,5000.04%12,289CommonSOLE
398433102GFFGRIFFON CORP$298,0510.04%4,182CommonSOLE
26884L109EQTEQT CORP$298,0090.04%6,463CommonSOLE
624758108MWAMUELLER WTR PRODS INC$297,7430.04%13,233CommonSOLE
45784P101PODDINSULET CORP$297,3590.04%1,139CommonSOLE
80874P109LNWOLIGHT & WONDER INC$293,9510.04%3,403CommonSOLE
68634K106ORLAORLA MNG LTD NEW$292,4460.04%52,788CommonSOLE
222070203COTYCOTY INC$292,4310.04%42,016CommonSOLE
56585A102MPCMARATHON PETE CORP$290,7180.04%2,084CommonSOLE
783549108RRYDER SYS INC$290,3480.04%1,851CommonSOLE
74967X103RHRH$289,6820.04%736CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$289,3460.04%22,676CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$289,3290.04%27,687CommonSOLE
192108504CDECOEUR MNG INC$288,2020.04%50,385CommonSOLE
917047102URBNURBAN OUTFITTERS INC$287,7910.04%5,244CommonSOLE
847215100SRJSPARTANNASH CO$287,4410.04%15,690CommonSOLE
G037AX101AMBAAMBARELLA INC$286,5960.04%3,940CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$286,0310.04%95,027CommonSOLE
201723103CMCCOMMERCIAL METALS CO$285,9440.04%5,765CommonSOLE
364760108GAPGAP INC$283,8910.04%12,014CommonSOLE
969904101WSMWILLIAMS SONOMA INC$281,8440.04%1,522CommonSOLE
090043100BILLBILL HOLDINGS INC$281,8300.04%3,327CommonSOLE
55306N104MKSIMKS INSTRS INC$280,9130.04%2,691CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$280,5550.04%1,877CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$279,9300.03%4,165CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$278,8270.03%4,624CommonSOLE
M7S64H106MNDYMONDAY COM LTD$278,7610.03%1,184CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$278,3010.03%28,573CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$277,8900.03%16,063CommonSOLE
G3323L100FNFABRINET$277,2690.03%1,261CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$277,0430.03%815CommonSOLE
79589L106IOTSAMSARA INC$275,4220.03%6,304CommonSOLE
G8473T100STESTERIS PLC$275,2450.03%1,339CommonSOLE
H5919C104ONONON HLDG AG$270,6190.03%4,941CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$269,9070.03%1,329CommonSOLE
146869102CVNACARVANA CO$269,8590.03%1,327CommonSOLE
171779309CIENCIENA CORP$269,1020.03%3,173CommonSOLE
040413205ANETARISTA NETWORKS INC$267,3720.03%2,419CommonSOLE
898202106TRUPTRUPANION INC$262,9310.03%5,455CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$257,0460.03%48,408CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$214,4380.03%11,376CommonSOLE

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.