MondegarAI
AXQ CAPITAL, LP

Q2 2024 · 13F-HR

AXQ CAPITAL, LPholdings as filed

Filed 2024-08-13 · accession 0001420506-24-001400

$428.2M
Reported value
423
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
98419M100XYLXYLEM INC$4.0M0.94%29,779CommonSOLE
268150109DTDYNATRACE INC$4.0M0.94%89,766CommonSOLE
833445109SNOWSNOWFLAKE INC$4.0M0.93%29,500CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.9M0.91%7,011CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.7M0.87%12,488CommonSOLE
G29183103ETNEATON CORP PLC$3.6M0.84%11,439CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$3.5M0.81%15,848CommonSOLE
743315103PGRPROGRESSIVE CORP$3.2M0.76%15,618CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3.2M0.74%45,111CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$3.1M0.72%40,865CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3.0M0.71%10,477CommonSOLE
023135106AMZNAMAZON COM INC$2.9M0.68%15,123CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.9M0.67%24,156CommonSOLE
55087P104LYFTLYFT INC$2.8M0.66%200,512CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$2.8M0.66%96,749CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.7M0.64%5,407CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.7M0.63%15,534CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.7M0.63%2,123CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$2.7M0.63%53,146CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$2.7M0.63%2,519CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2.7M0.63%221,738CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$2.7M0.62%32,399CommonSOLE
58933Y105MRKMERCK & CO INC$2.6M0.61%20,993CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.60%6,325CommonSOLE
125269100CFCF INDS HLDGS INC$2.5M0.59%34,093CommonSOLE
92826C839VVISA INC$2.5M0.59%9,590CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$2.4M0.57%9,299CommonSOLE
032095101APHAMPHENOL CORP NEW$2.4M0.56%35,894CommonSOLE
58155Q103MCKMCKESSON CORP$2.4M0.56%4,128CommonSOLE
745867101PHMPULTE GROUP INC$2.4M0.56%21,585CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$2.4M0.55%15,733CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.3M0.54%5,224CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.3M0.54%58,820CommonSOLE
922475108VEEVVEEVA SYS INC$2.3M0.53%12,395CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2.2M0.52%30,273CommonSOLE
02005N100ALLYALLY FINL INC$2.2M0.52%56,532CommonSOLE
594918104MSFTMICROSOFT CORP$2.2M0.52%4,999CommonSOLE
149123101CATCATERPILLAR INC$2.2M0.52%6,676CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.2M0.50%51,983CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.1M0.50%21,190CommonSOLE
929740108WABWABTEC$2.1M0.50%13,574CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$2.1M0.49%10,016CommonSOLE
00724F101ADBEADOBE INC$2.1M0.49%3,794CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$2.1M0.49%6,388CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$2.1M0.49%185,507CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.1M0.49%21,333CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$2.1M0.49%10,806CommonSOLE
778296103ROSTROSS STORES INC$2.1M0.49%14,350CommonSOLE
501889208LKQLKQ CORP$2.1M0.49%49,940CommonSOLE
68389X105ORCLORACLE CORP$2.0M0.48%14,516CommonSOLE
88033G407THCTENET HEALTHCARE CORP$2.0M0.48%15,368CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.0M0.48%4,677CommonSOLE
670346105NUENUCOR CORP$2.0M0.47%12,863CommonSOLE
172908105CTASCINTAS CORP$2.0M0.47%2,902CommonSOLE
02079K107GOOGALPHABET INC$2.0M0.47%10,894CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.0M0.46%25,794CommonSOLE
918204108VFCV F CORP$2.0M0.46%145,195CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$2.0M0.46%88,912CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.9M0.45%14,069CommonSOLE
629377508NRGNRG ENERGY INC$1.9M0.44%24,271CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.9M0.44%33,036CommonSOLE
29364G103ETRENTERGY CORP NEW$1.8M0.43%17,076CommonSOLE
126408103CSXCSX CORP$1.8M0.42%54,398CommonSOLE
983793100XPOXPO INC$1.8M0.42%17,031CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.8M0.42%43,661CommonSOLE
680665205OLNOLIN CORP$1.8M0.42%38,074CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.8M0.42%12,962CommonSOLE
023608102AEEAMEREN CORP$1.8M0.42%25,187CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.8M0.42%11,225CommonSOLE
806407102HSICHENRY SCHEIN INC$1.8M0.41%27,423CommonSOLE
98138H101WDAYWORKDAY INC$1.7M0.40%7,756CommonSOLE
17275R102CSCOCISCO SYS INC$1.7M0.40%35,977CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.7M0.40%20,699CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.7M0.39%5,655CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.7M0.39%7,192CommonSOLE
747525103QCOMQUALCOMM INC$1.7M0.39%8,429CommonSOLE
N07059210ASMLASML HOLDING N V$1.7M0.39%1,641CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$1.7M0.39%14,000CommonSOLE
466313103JBLJABIL INC$1.7M0.39%15,308CommonSOLE
713448108PEPPEPSICO INC$1.7M0.39%10,069CommonSOLE
65249B109NWSANEWS CORP NEW$1.6M0.39%59,829CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.6M0.38%9,599CommonSOLE
235851102DHRDANAHER CORPORATION$1.6M0.38%6,567CommonSOLE
580135101MCDMCDONALDS CORP$1.6M0.38%6,391CommonSOLE
81762P102NOWSERVICENOW INC$1.6M0.37%2,024CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.6M0.37%18,350CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$1.6M0.37%17,885CommonSOLE
125896100CMSCMS ENERGY CORP$1.6M0.36%26,140CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.6M0.36%4,951CommonSOLE
G4705A100ICLRICON PLC$1.5M0.36%4,936CommonSOLE
513272104LWLAMB WESTON HLDGS INC$1.5M0.36%18,372CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$1.5M0.36%31,041CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.5M0.36%22,576CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$1.5M0.36%23,067CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$1.5M0.35%30,024CommonSOLE
184496107CLHCLEAN HARBORS INC$1.5M0.35%6,593CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.5M0.35%21,659CommonSOLE
69331C108PCGPG&E CORP$1.5M0.35%85,060CommonSOLE
15135B101CNCCENTENE CORP DEL$1.5M0.35%22,316CommonSOLE
302491303FMCFMC CORP$1.5M0.34%25,384CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.5M0.34%11,820CommonSOLE
857477103STTSTATE STR CORP$1.5M0.34%19,671CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.4M0.34%4,851CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.4M0.34%64,665CommonSOLE
358039105FRPTFRESHPET INC$1.4M0.34%11,141CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1.4M0.33%13,242CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.4M0.32%10,443CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.3M0.31%63,450CommonSOLE
30161Q104EXELEXELIXIS INC$1.3M0.31%59,629CommonSOLE
02079K305GOOGLALPHABET INC$1.3M0.31%7,233CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1.3M0.30%32,665CommonSOLE
05352A100AVTRAVANTOR INC$1.3M0.30%61,106CommonSOLE
37940X102GPNGLOBAL PMTS INC$1.3M0.30%13,373CommonSOLE
070830104BBWIBATH & BODY WORKS INC$1.3M0.30%33,010CommonSOLE
G7S00T104PNRPENTAIR PLC$1.3M0.30%16,662CommonSOLE
231021106CMICUMMINS INC$1.3M0.29%4,531CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$1.2M0.29%18,100CommonSOLE
537008104LFUSLITTELFUSE INC$1.2M0.29%4,865CommonSOLE
883203101TXTTEXTRON INC$1.2M0.29%14,353CommonSOLE
56585A102MPCMARATHON PETE CORP$1.2M0.28%7,028CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.2M0.28%3,135CommonSOLE
977852102WOLF*WOLFSPEED INC$1.2M0.28%52,558CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$1.2M0.27%66,284CommonSOLE
50212V100LPLALPL FINL HLDGS INC$1.2M0.27%4,193CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.2M0.27%4,848CommonSOLE
12685J105CABOCABLE ONE INC$1.2M0.27%3,300CommonSOLE
443573100HUBSHUBSPOT INC$1.2M0.27%1,976CommonSOLE
87918A105TDOCTELADOC HEALTH INC$1.2M0.27%118,435CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.2M0.27%5,770CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.2M0.27%2,131CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.27%8,299CommonSOLE
11135F101AVGOBROADCOM INC$1.1M0.27%713CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1.1M0.27%3,699CommonSOLE
134429109CPBCAMPBELL SOUP CO$1.1M0.26%25,048CommonSOLE
020002101ALLALLSTATE CORP$1.1M0.26%7,033CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$1.1M0.26%13,036CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.26%9,646CommonSOLE
90364P105PATHUIPATH INC$1.1M0.26%87,494CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$1.1M0.26%7,185CommonSOLE
500754106KHCKRAFT HEINZ CO$1.1M0.26%34,276CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1.1M0.26%8,867CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.1M0.26%4,062CommonSOLE
371901109GNTXGENTEX CORP$1.1M0.25%32,264CommonSOLE
91529Y106UNMUNUM GROUP$1.1M0.25%21,220CommonSOLE
487836108KKELLANOVA$1.1M0.25%18,443CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.1M0.25%7,113CommonSOLE
189054109CLXCLOROX CO DEL$1.1M0.25%7,706CommonSOLE
889478103TOLTOLL BROTHERS INC$1.1M0.25%9,123CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$1.1M0.25%15,044CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1.0M0.25%16,575CommonSOLE
372460105GPCGENUINE PARTS CO$1.0M0.25%7,587CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$1.0M0.24%67,627CommonSOLE
72352L106PINSPINTEREST INC$1.0M0.24%23,391CommonSOLE
20825C104COPCONOCOPHILLIPS$1.0M0.24%8,998CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.0M0.24%7,500CommonSOLE
33829M101FIVEFIVE BELOW INC$1.0M0.24%9,298CommonSOLE
447011107HUNHUNTSMAN CORP$1.0M0.24%44,396CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$997,3830.23%7,376CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$990,3650.23%4,613CommonSOLE
45337C102INCYINCYTE CORP$989,9850.23%16,331CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$986,1750.23%15,736CommonSOLE
959802109WUWESTERN UN CO$985,1150.23%80,615CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$981,8020.23%59,038CommonSOLE
338307101FIVNFIVE9 INC$970,5530.23%22,008CommonSOLE
364760108GAPGAP INC$967,4490.23%40,496CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$960,3460.22%6,147CommonSOLE
87901J105TGNATEGNA INC$955,3360.22%68,532CommonSOLE
G491BT108IVZINVESCO LTD$948,5390.22%63,405CommonSOLE
969904101WSMWILLIAMS SONOMA INC$948,1980.22%3,358CommonSOLE
34959J108FTVFORTIVE CORP$944,8490.22%12,751CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$929,3360.22%57,544CommonSOLE
879369106TFXTELEFLEX INCORPORATED$924,8210.22%4,397CommonSOLE
00857U107AGILON HEALTH INC$915,8160.21%140,033CommonSOLE
654106103NKENIKE INC$908,6610.21%12,056CommonSOLE
553530106MSMMSC INDL DIRECT INC$902,1510.21%11,375CommonSOLE
74736K101QRVOQORVO INC$898,6140.21%7,744CommonSOLE
428291108HXLHEXCEL CORP NEW$897,2190.21%14,367CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$891,6940.21%1,909CommonSOLE
29605J106ESABESAB CORPORATION$888,6810.21%9,411CommonSOLE
59156R108METMETLIFE INC$887,9740.21%12,651CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$887,1250.21%2,154CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$884,4030.21%2,308CommonSOLE
83200N103SMARGBPSMARTSHEET INC$882,9220.21%20,030CommonSOLE
832696405SJMSMUCKER J M CO$882,8970.21%8,097CommonSOLE
626755102MUSAMURPHY USA INC$882,1150.21%1,879CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$881,9290.21%77,703CommonSOLE
827048109SLGNSILGAN HLDGS INC$881,7760.21%20,831CommonSOLE
303075105FDSFACTSET RESH SYS INC$873,2900.20%2,139CommonSOLE
69047Q102OVVOVINTIV INC$873,0470.20%18,627CommonSOLE
418056107HASHASBRO INC$869,0180.20%14,855CommonSOLE
536797103LADLITHIA MTRS INC$865,1460.20%3,427CommonSOLE
534187109LNCLINCOLN NATL CORP IND$856,5250.20%27,541CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$855,6580.20%5,275CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$848,6280.20%5,061CommonSOLE
G65431127NENOBLE CORP PLC$846,2960.20%18,954CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$844,0240.20%68,342CommonSOLE
759509102RSRELIANCE INC$843,0910.20%2,952CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$842,8170.20%25,002CommonSOLE
29430C102VSTSVESTIS CORPORATION$837,4610.20%68,476CommonSOLE
366651107ITGARTNER INC$837,0480.20%1,864CommonSOLE
042735100ARWARROW ELECTRS INC$832,3990.19%6,893CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$827,9900.19%3,077CommonSOLE
632307104NTRANATERA INC$819,3220.19%7,566CommonSOLE
835495102SONSONOCO PRODS CO$819,1790.19%16,151CommonSOLE
64110D104NTAPNETAPP INC$817,8800.19%6,350CommonSOLE
500255104KSSKOHLS CORP$811,4090.19%35,294CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$807,5210.19%3,909CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$804,5780.19%9,996CommonSOLE
95058W100WENWENDYS CO$792,4560.19%46,725CommonSOLE
30034W106EVRGEVERGY INC$792,2720.19%14,957CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$792,1240.18%20,580CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$790,8360.18%5,998CommonSOLE
731068102PIIPOLARIS INC$789,8350.18%10,086CommonSOLE
011659109ALKALASKA AIR GROUP INC$784,2040.18%19,411CommonSOLE
217204106CPRTCOPART INC$777,8460.18%14,362CommonSOLE
G0403H108AONAON PLC$776,8130.18%2,646CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$774,5590.18%8,097CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$768,1020.18%3,867CommonSOLE
69351T106PPLPPL CORP$765,6840.18%27,692CommonSOLE
98954M200ZZILLOW GROUP INC$763,0690.18%16,449CommonSOLE
458140100INTCINTEL CORP$755,9780.18%24,410CommonSOLE
90384S303ULTAULTA BEAUTY INC$751,6750.18%1,948CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$749,3490.18%17,290CommonSOLE
26856L103ELFE L F BEAUTY INC$733,3060.17%3,480CommonSOLE
65249B208NWSNEWS CORP NEW$728,1180.17%25,647CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$726,0510.17%11,589CommonSOLE
48242W106KBRKBR INC$721,4470.17%11,248CommonSOLE
98389B100XELXCEL ENERGY INC$711,4210.17%13,320CommonSOLE
608190104MHKMOHAWK INDS INC$708,5740.17%6,238CommonSOLE
70435P102PAYCOR HCM INC$694,0680.16%54,651CommonSOLE
071813109BAXBAXTER INTL INC$689,7060.16%20,619CommonSOLE
626717102MURMURPHY OIL CORP$688,0480.16%16,684CommonSOLE
337738108FISVFISERV INC$686,0310.16%4,603CommonSOLE
488401100KMPRKEMPER CORP$683,9560.16%11,528CommonSOLE
G54950103LINLINDE PLC$681,0330.16%1,552CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$680,9900.16%3,610CommonSOLE
311900104FASTFASTENAL CO$673,2680.16%10,714CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$670,7890.16%693CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$668,9200.16%911CommonSOLE
012653101ALBALBEMARLE CORP$666,7300.16%6,980CommonSOLE
45167R104IEXIDEX CORP$666,1730.16%3,311CommonSOLE
34354P105FLSFLOWSERVE CORP$662,2410.15%13,768CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$657,9640.15%1,292CommonSOLE
34959E109FTNTFORTINET INC$653,9300.15%10,850CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$649,6260.15%6,293CommonSOLE
002824100ABTABBOTT LABS$649,5410.15%6,251CommonSOLE
501044101KRKROGER CO$644,9460.15%12,917CommonSOLE
693656100PVHPVH CORPORATION$641,3600.15%6,058CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$639,6240.15%8,073CommonSOLE
88162G103TTEKTETRA TECH INC NEW$635,9330.15%3,110CommonSOLE
55354G100MSCIMSCI INC$633,9830.15%1,316CommonSOLE
457730109INSPINSPIRE MED SYS INC$633,9530.15%4,737CommonSOLE
96208T104WEXWEX INC$630,0870.15%3,557CommonSOLE
771049103RBLXROBLOX CORP$621,9280.15%16,714CommonSOLE
75524B104RBCRBC BEARINGS INC$618,0660.14%2,291CommonSOLE
45168D104IDXXIDEXX LABS INC$616,7950.14%1,266CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$615,0830.14%22,764CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$611,7480.14%3,308CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$611,1880.14%11,233CommonSOLE
419870100HEHAWAIIAN ELEC INDUSTRIES$606,7840.14%67,271CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$604,7270.14%15,843CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$603,9350.14%735CommonSOLE
231561101CWCURTISS WRIGHT CORP$601,5760.14%2,220CommonSOLE
891092108TTCTORO CO$595,8460.14%6,372CommonSOLE
201723103CMCCOMMERCIAL METALS CO$594,6070.14%10,813CommonSOLE
907818108UNPUNION PAC CORP$593,7060.14%2,624CommonSOLE
23804L103DDOGDATADOG INC$593,3320.14%4,575CommonSOLE
929160109VMCVULCAN MATLS CO$591,8580.14%2,380CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$590,6640.14%6,885CommonSOLE
427866108HSYHERSHEY CO$588,2560.14%3,200CommonSOLE
651229106NWLNEWELL BRANDS INC$585,4190.14%91,329CommonSOLE
N14506104ESTCELASTIC N V$584,5860.14%5,132CommonSOLE
482480100KLACKLA CORP$582,9290.14%707CommonSOLE
552848103MTGMGIC INVT CORP WIS$582,5830.14%27,034CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$580,9550.14%8,223CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$580,6170.14%1,507CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$580,0170.14%23,492CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$575,4790.13%39,042CommonSOLE
291011104EMREMERSON ELEC CO$574,4840.13%5,215CommonSOLE
237266101DARDARLING INGREDIENTS INC$572,1980.13%15,570CommonSOLE
69370C100PTCPTC INC$569,8990.13%3,137CommonSOLE
34965K107FTREFORTREA HLDGS INC$568,8890.13%24,374CommonSOLE
92939U106WECWEC ENERGY GROUP INC$568,3640.13%7,244CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$560,4250.13%4,949CommonSOLE
040413106ANETEURARISTA NETWORKS INC$560,0670.13%1,598CommonSOLE
384109104GGGGRACO INC$557,1010.13%7,027CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$556,7760.13%15,831CommonSOLE
441593100HLIHOULIHAN LOKEY INC$552,7910.13%4,099CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$539,7130.13%9,171CommonSOLE
143658300CCL1EURCARNIVAL CORP$535,5230.13%28,607CommonSOLE
11284V105BROOKFIELD RENEWABLE CORP$523,8380.12%18,458CommonSOLE
911363109URIUNITED RENTALS INC$518,0310.12%801CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$515,5160.12%3,604CommonSOLE
146229109CRICARTERS INC$515,2190.12%8,314CommonSOLE
830566105SKAASKECHERS U S A INC$512,5250.12%7,415CommonSOLE
35137L105FOXAFOX CORP$512,0100.12%14,897CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$509,7040.12%19,373CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$498,4680.12%12,372CommonSOLE
68268W103OMFONEMAIN HLDGS INC$498,4290.12%10,279CommonSOLE
45778Q107NSPINSPERITY INC$497,4590.12%5,454CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$496,9530.12%7,061CommonSOLE
01741R102ATIATI INC$494,5030.12%8,918CommonSOLE
G3223R108EGEVEREST GROUP LTD$489,9920.11%1,286CommonSOLE
025816109AXPAMERICAN EXPRESS CO$482,7820.11%2,085CommonSOLE
114340102AZTAAZENTA INC$481,6830.11%9,154CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$479,9130.11%7,220CommonSOLE
871829107SYYSYSCO CORP$478,5270.11%6,703CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$477,4270.11%3,683CommonSOLE
205887102CAGCONAGRA BRANDS INC$469,2710.11%16,512CommonSOLE
565394103CARTMAPLEBEAR INC$465,7410.11%14,491CommonSOLE
98954M101ZGZILLOW GROUP INC$465,6690.11%10,339CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$464,3000.11%8,568CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$464,0160.11%4,143CommonSOLE
046353108AZNNASTRAZENECA PLC$458,8930.11%5,884CommonSOLE
049468101TEAMATLASSIAN CORPORATION$453,3430.11%2,563CommonSOLE
650111107NYTNEW YORK TIMES CO$452,3380.11%8,833CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$450,9080.11%6,800CommonSOLE
216648501COOCOOPER COS INC$444,9680.10%5,097CommonSOLE
825690100SSTKSHUTTERSTOCK INC$444,2760.10%11,480CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$433,9360.10%14,917CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$432,8340.10%3,144CommonSOLE
G6674U108NVCRNOVOCURE LTD$423,8130.10%24,741CommonSOLE
G6095L109APTIV PLC$421,8160.10%5,990CommonSOLE
61945C103MOSMOSAIC CO NEW$421,6220.10%14,589CommonSOLE
126117100CNACNA FINL CORP$414,3080.10%8,993CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$414,0000.10%5,404CommonSOLE
25754A201DPZDOMINOS PIZZA INC$410,9990.10%796CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$405,1690.09%58,466CommonSOLE
665859104NTRSNORTHERN TR CORP$405,0360.09%4,823CommonSOLE
103304101BYDBOYD GAMING CORP$404,1030.09%7,334CommonSOLE
45073V108ITTITT INC$399,0370.09%3,089CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$393,8060.09%4,892CommonSOLE
833034101SNASNAP ON INC$391,5620.09%1,498CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$386,1070.09%14,237CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$385,7470.09%4,571CommonSOLE
22266T109CPNGCOUPANG INC$380,2430.09%18,150CommonSOLE
G3323L100FNFABRINET$377,9560.09%1,544CommonSOLE
565849106MRO*MARATHON OIL CORP$370,0150.09%12,906CommonSOLE
88076W103TDCTERADATA CORP DEL$366,8200.09%10,614CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$365,8410.09%1,629CommonSOLE
896239100TRMBTRIMBLE INC$364,3750.09%6,516CommonSOLE
26210V102DRVNDRIVEN BRANDS HLDGS INC$351,4240.08%27,606CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$350,3100.08%1,065CommonSOLE
95082P105WCCWESCO INTL INC$347,9510.08%2,195CommonSOLE
651587107NEUNEWMARKET CORP$345,9470.08%671CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$343,7420.08%4,694CommonSOLE
750491102RDNTRADNET INC$343,0910.08%5,823CommonSOLE
751212101RLRALPH LAUREN CORP$342,5920.08%1,957CommonSOLE
783549108RRYDER SYS INC$335,0950.08%2,705CommonSOLE
247361702DALDELTA AIR LINES INC DEL$331,7000.08%6,992CommonSOLE
87612E106TGTTARGET CORP$331,3140.08%2,238CommonSOLE
00130H105AESAES CORP$330,3340.08%18,801CommonSOLE
497266106KEXKIRBY CORP$328,3000.08%2,742CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$326,8190.08%2,669CommonSOLE
191098102COKECOCA COLA CONS INC$326,5850.08%301CommonSOLE
053611109AVYAVERY DENNISON CORP$325,5700.08%1,489CommonSOLE
45674M101INFA1EURINFORMATICA INC$321,3060.08%10,405CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$319,8000.07%19,680CommonSOLE
15677J108DAYDAYFORCE INC$316,5970.07%6,383CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$310,5780.07%4,197CommonSOLE
29084Q100EMEEMCOR GROUP INC$306,3020.07%839CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$305,1680.07%6,175CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$300,0750.07%2,057CommonSOLE
91688F104UPWKUPWORK INC$288,2080.07%26,810CommonSOLE
949746101WMT2WELLS FARGO CO NEW$285,0130.07%4,799CommonSOLE
92942W107KLGWK KELLOGG CO$282,4870.07%17,162CommonSOLE
001084102AGCOAGCO CORP$276,8050.06%2,828CommonSOLE
29414B104EPAMEPAM SYS INC$275,5810.06%1,465CommonSOLE
457187102INGRINGREDION INC$273,9040.06%2,388CommonSOLE
191216100KOCOCA COLA CO$273,5040.06%4,297CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$272,9830.06%3,263CommonSOLE
19247G107COHRCOHERENT CORP$272,3050.06%3,758CommonSOLE
56600D107MRVIMARAVAI LIFESCIENCES HLDGS I$271,9510.06%37,982CommonSOLE
227046109CROXCROCS INC$269,1130.06%1,844CommonSOLE
880779103TEXTEREX CORP NEW$265,9190.06%4,849CommonSOLE
888787108TOSTTOAST INC$264,7090.06%10,272CommonSOLE
099724106BWABORGWARNER INC$264,4000.06%8,201CommonSOLE
397624107GEFGREIF INC$263,5000.06%4,585CommonSOLE
G39108108GTESGATES INDL CORP PLC$261,8140.06%16,560CommonSOLE
670703107NUVLNUVALENT INC$258,3030.06%3,405CommonSOLE
12653C108CNXCNX RES CORP$257,9690.06%10,616CommonSOLE
422806208HEI/AHEICO CORP NEW$257,5820.06%1,451CommonSOLE
127097103CTRACOTERRA ENERGY INC$256,3520.06%9,612CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$251,4760.06%4,536CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$249,9030.06%892CommonSOLE
577081102MATMATTEL INC$249,1030.06%15,320CommonSOLE
521865204LEALEAR CORP$246,3510.06%2,157CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$246,0360.06%9,877CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$241,1660.06%3,839CommonSOLE
12621E103CNOCNO FINL GROUP INC$238,1430.06%8,591CommonSOLE
147528103CASYCASEYS GEN STORES INC$236,9490.06%621CommonSOLE
384802104GWWGRAINGER W W INC$236,3870.06%262CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$234,0170.05%4,634CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$230,9740.05%6,214CommonSOLE
146869102CVNACARVANA CO$227,0620.05%1,764CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$226,7450.05%6,219CommonSOLE
693718108PCARPACCAR INC$225,2330.05%2,188CommonSOLE
704551100BTUPEABODY ENERGY CORP$224,5400.05%10,151CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$224,1810.05%1,003CommonSOLE
422806109HEIHEICO CORP NEW$224,0570.05%1,002CommonSOLE
23918K108DVADAVITA INC$222,6820.05%1,607CommonSOLE
G97822103PRGOPERRIGO CO PLC$218,3570.05%8,503CommonSOLE
72703H101PLNTPLANET FITNESS INC$217,0170.05%2,949CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$212,1130.05%8,374CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$210,3150.05%8,326CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$209,7250.05%13,299CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$207,8310.05%1,950CommonSOLE
117043109BCBRUNSWICK CORP$205,1390.05%2,819CommonSOLE
05329W102ANAUTONATION INC$202,8910.05%1,273CommonSOLE
358054104FRSHFRESHWORKS INC$197,4440.05%15,559CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$186,6210.04%14,614CommonSOLE
85208T107CXMSPRINKLR INC$171,3510.04%17,812CommonSOLE
92556V106VTRSVIATRIS INC$164,4460.04%15,470CommonSOLE
N20944109CNHCNH INDL N V$147,0370.03%14,515CommonSOLE
690370101BBBYBEYOND INC$143,2390.03%10,951CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$135,6240.03%18,229CommonSOLE
03475V101ANGOANGIODYNAMICS INC$104,4960.02%17,272CommonSOLE
919794107VLYVALLEY NATL BANCORP$89,2390.02%12,785CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$82,2000.02%10,960CommonSOLE
00081T108ACCOACCO BRANDS CORP$73,4190.02%15,621CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$56,9740.01%16,140CommonSOLE
836100107SOUNSOUNDHOUND AI INC$47,1590.01%11,939CommonSOLE
716382106PETSPETMED EXPRESS INC$42,5570.01%10,508CommonSOLE

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.