MondegarAI
AXQ CAPITAL, LP

Q3 2024 · 13F-HR

AXQ CAPITAL, LPholdings as filed

Filed 2024-11-14 · accession 0001420506-24-002500

$331.2M
Reported value
413
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
14149Y108CAHCARDINAL HEALTH INC$4.0M1.21%36,243CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$3.7M1.12%94,825CommonSOLE
03073E105CORCENCORA INC$3.0M0.90%13,233CommonSOLE
532457108LLYELI LILLY & CO$2.9M0.88%3,304CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M0.87%3,254CommonSOLE
29364G103ETRENTERGY CORP NEW$2.6M0.79%19,961CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$2.4M0.74%48,350CommonSOLE
02005N100ALLYALLY FINL INC$2.4M0.74%68,787CommonSOLE
594918104MSFTMICROSOFT CORP$2.3M0.70%5,357CommonSOLE
69331C108PCGPG&E CORP$2.2M0.67%112,850CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$2.2M0.67%9,967CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.2M0.66%3,727CommonSOLE
500255104KSSKOHLS CORP$2.2M0.65%101,992CommonSOLE
88579Y101MMM3M CO$2.1M0.64%15,397CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.1M0.63%15,384CommonSOLE
023135106AMZNAMAZON COM INC$2.0M0.62%10,998CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$2.0M0.60%15,356CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.0M0.60%23,547CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$2.0M0.59%16,089CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2.0M0.59%219,700CommonSOLE
833445109SNOWSNOWFLAKE INC$1.9M0.57%16,568CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.9M0.56%4,330CommonSOLE
00287Y109ABBVABBVIE INC$1.9M0.56%9,425CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.9M0.56%3,599CommonSOLE
364760108GAPGAP INC$1.8M0.55%82,943CommonSOLE
929160109VMCVULCAN MATLS CO$1.8M0.55%7,278CommonSOLE
34354P105FLSFLOWSERVE CORP$1.8M0.55%35,168CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.8M0.53%24,017CommonSOLE
191098102COKECOCA COLA CONS INC$1.7M0.53%1,322CommonSOLE
03831W108APPAPPLOVIN CORP$1.7M0.52%13,268CommonSOLE
579780206MKCMCCORMICK & CO INC$1.7M0.51%20,332CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.6M0.49%2,648CommonSOLE
278642103EBAYEBAY INC.$1.6M0.49%25,129CommonSOLE
534187109LNCLINCOLN NATL CORP IND$1.6M0.49%51,852CommonSOLE
92338C103VLTOVERALTO CORP$1.6M0.49%14,568CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.6M0.49%5,451CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.6M0.49%23,022CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1.6M0.48%13,852CommonSOLE
032095101APHAMPHENOL CORP NEW$1.6M0.48%24,272CommonSOLE
654106103NKENIKE INC$1.6M0.48%17,877CommonSOLE
125896100CMSCMS ENERGY CORP$1.6M0.47%22,107CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.6M0.47%6,958CommonSOLE
235851102DHRDANAHER CORPORATION$1.5M0.46%5,533CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1.5M0.46%39,349CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.5M0.46%14,572CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$1.5M0.46%89,762CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.5M0.45%22,778CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.5M0.45%35,615CommonSOLE
574795100MASIMASIMO CORP$1.5M0.45%11,133CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.5M0.45%39,493CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.5M0.45%1,035CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.4M0.44%8,199CommonSOLE
888787108TOSTTOAST INC$1.4M0.44%51,066CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.44%2,941CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M0.44%11,871CommonSOLE
833034101SNASNAP ON INC$1.4M0.43%4,948CommonSOLE
G54950103LINLINDE PLC$1.4M0.43%2,993CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.4M0.43%6,603CommonSOLE
02079K305GOOGLALPHABET INC$1.4M0.43%8,555CommonSOLE
55087P104LYFTLYFT INC$1.4M0.42%110,324CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.4M0.42%5,560CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.4M0.42%68,324CommonSOLE
02079K107GOOGALPHABET INC$1.4M0.41%8,203CommonSOLE
885160101THOTHOR INDS INC$1.4M0.41%12,423CommonSOLE
30161Q104EXELEXELIXIS INC$1.4M0.41%52,590CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.41%2,306CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.3M0.40%10,707CommonSOLE
172908105CTASCINTAS CORP$1.3M0.40%6,471CommonSOLE
205887102CAGCONAGRA BRANDS INC$1.3M0.40%40,928CommonSOLE
959802109WUWESTERN UN CO$1.3M0.40%111,054CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.3M0.40%1,255CommonSOLE
87612E106TGTTARGET CORP$1.3M0.40%8,428CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.3M0.39%3,394CommonSOLE
086516101BBYBEST BUY INC$1.3M0.39%12,509CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$1.3M0.39%142,051CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$1.3M0.39%7,053CommonSOLE
902681105UGIUGI CORP NEW$1.3M0.38%50,925CommonSOLE
427866108HSYHERSHEY CO$1.3M0.38%6,626CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$1.3M0.38%17,950CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.3M0.38%10,387CommonSOLE
670837103OGEOGE ENERGY CORP$1.3M0.38%30,606CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$1.2M0.38%3,742CommonSOLE
77311W101RKTROCKET COS INC$1.2M0.38%64,996CommonSOLE
384802104GWWGRAINGER W W INC$1.2M0.37%1,186CommonSOLE
695156109PKGPACKAGING CORP AMER$1.2M0.37%5,665CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1.2M0.37%10,559CommonSOLE
009066101ABNBAIRBNB INC$1.2M0.37%9,581CommonSOLE
889478103TOLTOLL BROTHERS INC$1.2M0.37%7,847CommonSOLE
29414B104EPAMEPAM SYS INC$1.2M0.36%6,054CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.2M0.36%12,146CommonSOLE
65249B109NWSANEWS CORP NEW$1.2M0.36%44,861CommonSOLE
88033G407THCTENET HEALTHCARE CORP$1.2M0.36%7,180CommonSOLE
406216101HALHALLIBURTON CO$1.2M0.36%41,014CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.36%10,482CommonSOLE
879369106TFXTELEFLEX INCORPORATED$1.2M0.36%4,796CommonSOLE
184496107CLHCLEAN HARBORS INC$1.2M0.35%4,840CommonSOLE
655664100JWNUSDNORDSTROM INC$1.2M0.35%51,996CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.2M0.35%5,027CommonSOLE
693718108PCARPACCAR INC$1.2M0.35%11,684CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1.1M0.35%6,967CommonSOLE
688239201OSKOSHKOSH CORP$1.1M0.34%11,385CommonSOLE
15135B101CNCCENTENE CORP DEL$1.1M0.34%15,154CommonSOLE
55616P104MMACYS INC$1.1M0.34%72,705CommonSOLE
031100100AMEAMETEK INC$1.1M0.34%6,583CommonSOLE
23918K108DVADAVITA INC$1.1M0.34%6,862CommonSOLE
25746U109DDOMINION ENERGY INC$1.1M0.34%19,334CommonSOLE
55024U109LITELUMENTUM HLDGS INC$1.1M0.34%17,609CommonSOLE
097023105BABOEING CO$1.1M0.34%7,304CommonSOLE
17275R102CSCOCISCO SYS INC$1.1M0.33%20,784CommonSOLE
48242W106KBRKBR INC$1.1M0.33%16,942CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.1M0.33%45,825CommonSOLE
977852102WOLF*WOLFSPEED INC$1.1M0.33%111,909CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$1.1M0.33%37,147CommonSOLE
72352L106PINSPINTEREST INC$1.1M0.33%33,280CommonSOLE
384109104GGGGRACO INC$1.1M0.32%12,226CommonSOLE
69047Q102OVVOVINTIV INC$1.1M0.32%27,908CommonSOLE
H1467J104CBCHUBB LIMITED$1.1M0.32%3,694CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$1.1M0.32%8,080CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.1M0.32%6,452CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.32%12,534CommonSOLE
134429109CPBCAMPBELL SOUP CO$1.0M0.32%21,432CommonSOLE
983793100XPOXPO INC$1.0M0.32%9,741CommonSOLE
34965K107FTREFORTREA HLDGS INC$1.0M0.31%51,832CommonSOLE
883203101TXTTEXTRON INC$1.0M0.31%11,574CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$1.0M0.30%15,092CommonSOLE
366651107ITGARTNER INC$993,7560.30%1,961CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$991,2650.30%43,136CommonSOLE
29355A107ENPHENPHASE ENERGY INC$985,5340.30%8,720CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$980,7700.30%15,133CommonSOLE
521865204LEALEAR CORP$978,8570.30%8,968CommonSOLE
23331A109DHID R HORTON INC$973,6900.29%5,104CommonSOLE
863667101SYKSTRYKER CORPORATION$964,5640.29%2,670CommonSOLE
743315103PGRPROGRESSIVE CORP$959,4670.29%3,781CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$957,5080.29%46,799CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$948,2960.29%6,665CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$946,9520.29%11,383CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$942,9520.28%11,104CommonSOLE
74624M102PPURE STORAGE INC$936,6750.28%18,644CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$934,8460.28%9,826CommonSOLE
216648501COOCOOPER COS INC$908,5400.27%8,234CommonSOLE
95082P105WCCWESCO INTL INC$901,8850.27%5,369CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$898,5840.27%15,595CommonSOLE
751212101RLRALPH LAUREN CORP$897,6180.27%4,630CommonSOLE
68268W103OMFONEMAIN HLDGS INC$896,7780.27%19,052CommonSOLE
81211K100SDASEALED AIR CORP NEW$884,2680.27%24,360CommonSOLE
929089100VOYAVOYA FINANCIAL INC$881,0060.27%11,121CommonSOLE
679295105OKTAOKTA INC$869,0350.26%11,690CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$861,9410.26%1,917CommonSOLE
617446448MSMORGAN STANLEY$858,4160.26%8,235CommonSOLE
05352A100AVTRAVANTOR INC$852,1060.26%32,938CommonSOLE
23345M107DTMDT MIDSTREAM INC$851,7300.26%10,828CommonSOLE
55306N104MKSIMKS INSTRS INC$850,9820.26%7,828CommonSOLE
988498101YUMYUM BRANDS INC$844,4070.25%6,044CommonSOLE
45168D104IDXXIDEXX LABS INC$839,6760.25%1,662CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$839,0420.25%12,031CommonSOLE
918204108VFCV F CORP$834,9870.25%41,854CommonSOLE
29605J106ESABESAB CORPORATION$827,3040.25%7,782CommonSOLE
020002101ALLALLSTATE CORP$825,1670.25%4,351CommonSOLE
552690109MDUMDU RES GROUP INC$820,7920.25%29,945CommonSOLE
983134107WYNNWYNN RESORTS LTD$817,1850.25%8,523CommonSOLE
149123101CATCATERPILLAR INC$817,0500.25%2,089CommonSOLE
00187Y100APGAPI GROUP CORP$789,3100.24%23,904CommonSOLE
422806109HEIHEICO CORP NEW$789,1470.24%3,018CommonSOLE
142339100CSLCARLISLE COS INC$788,4120.24%1,753CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$780,1410.24%1,695CommonSOLE
114340102AZTAAZENTA INC$778,8180.24%16,078CommonSOLE
38526M106LOPEGRAND CANYON ED INC$773,0830.23%5,450CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$772,8820.23%836CommonSOLE
444859102HUMHUMANA INC$771,5790.23%2,436CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$770,1600.23%25,103CommonSOLE
303075105FDSFACTSET RESH SYS INC$769,3290.23%1,673CommonSOLE
001084102AGCOAGCO CORP$759,2960.23%7,759CommonSOLE
501889208LKQLKQ CORP$751,2940.23%18,820CommonSOLE
969904101WSMWILLIAMS SONOMA INC$745,6300.23%4,813CommonSOLE
78442P106SLMSLM CORP$745,2650.23%32,587CommonSOLE
37637K108GTLBGITLAB INC$744,0830.22%14,437CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$741,1520.22%12,989CommonSOLE
00766T100ACMAECOM$736,7280.22%7,134CommonSOLE
488401100KMPRKEMPER CORP$735,6130.22%12,010CommonSOLE
044186104ASHASHLAND INC$732,6350.22%8,424CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$732,3700.22%11,801CommonSOLE
75281A109RRCRANGE RES CORP$731,6270.22%23,785CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$729,3810.22%14,611CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$725,8860.22%15,763CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$725,2460.22%4,079CommonSOLE
74736K101QRVOQORVO INC$721,4470.22%6,984CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$718,5360.22%18,330CommonSOLE
872657101TPGTPG INC$718,5210.22%12,483CommonSOLE
629377508NRGNRG ENERGY INC$716,4100.22%7,864CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$715,3420.22%5,444CommonSOLE
88162G103TTEKTETRA TECH INC NEW$715,2290.22%15,166CommonSOLE
03674X106ARANTERO RESOURCES CORP$700,7220.21%24,458CommonSOLE
731068102PIIPOLARIS INC$698,8000.21%8,395CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$691,3990.21%9,303CommonSOLE
23804L103DDOGDATADOG INC$684,1470.21%5,946CommonSOLE
98954M101ZGZILLOW GROUP INC$677,5760.20%10,941CommonSOLE
412822108HOGHARLEY DAVIDSON INC$675,1230.20%17,522CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$674,8980.20%827CommonSOLE
372460105GPCGENUINE PARTS CO$669,3470.20%4,792CommonSOLE
609207105MDLZMONDELEZ INTL INC$662,5880.20%8,994CommonSOLE
65249B208NWSNEWS CORP NEW$661,6880.20%23,674CommonSOLE
92826C839VVISA INC$658,5050.20%2,395CommonSOLE
163851108CCCHEMOURS CO$655,9090.20%32,279CommonSOLE
11284V105BROOKFIELD RENEWABLE CORP$655,2900.20%20,064CommonSOLE
09260D107BXBLACKSTONE INC$653,2530.20%4,266CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$652,1200.20%6,274CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$651,7570.20%7,902CommonSOLE
61945C103MOSMOSAIC CO NEW$647,1650.20%24,166CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$643,8980.19%12,366CommonSOLE
457187102INGRINGREDION INC$631,7660.19%4,597CommonSOLE
G3922B107GGENPACT LIMITED$631,4770.19%16,105CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$630,2220.19%7,269CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$629,7430.19%1,620CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$626,4510.19%15,564CommonSOLE
68622V106OGNORGANON & CO$621,7820.19%32,503CommonSOLE
718546104PSXPHILLIPS 66$618,0780.19%4,702CommonSOLE
038336103ATRAPTARGROUP INC$616,8920.19%3,851CommonSOLE
036752103ELVELEVANCE HEALTH INC$612,0400.18%1,177CommonSOLE
89531P105TREXTREX CO INC$611,3380.18%9,182CommonSOLE
683344105ONTOONTO INNOVATION INC$611,0570.18%2,944CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$610,2750.18%29,755CommonSOLE
89055F103BLDTOPBUILD CORP$608,5880.18%1,496CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$605,0670.18%2,327CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$600,5860.18%47,031CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$597,2000.18%675CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$593,0690.18%9,785CommonSOLE
78709Y105SAIASAIA INC$583,7420.18%1,335CommonSOLE
466313103JBLJABIL INC$581,0560.18%4,849CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$576,5770.17%3,514CommonSOLE
778296103ROSTROSS STORES INC$576,4530.17%3,830CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$572,2470.17%18,793CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$556,0490.17%1,254CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$555,5080.17%7,391CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$552,2180.17%7,077CommonSOLE
294429105EFXEQUIFAX INC$551,8690.17%1,878CommonSOLE
084423102WRBBERKLEY W R CORP$551,2450.17%9,717CommonSOLE
126117100CNACNA FINL CORP$549,6940.17%11,232CommonSOLE
403949100DINOHF SINCLAIR CORP$549,5040.17%12,329CommonSOLE
74164M108PRIPRIMERICA INC$548,0650.17%2,067CommonSOLE
15677J108DAYDAYFORCE INC$544,8190.16%8,895CommonSOLE
65473P105NINISOURCE INC$536,8670.16%15,494CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$535,5440.16%2,789CommonSOLE
452327109ILMNILLUMINA INC$534,5510.16%4,099CommonSOLE
G8068L108SNSHARKNINJA INC$525,7220.16%4,836CommonSOLE
98954M200ZZILLOW GROUP INC$523,3780.16%8,197CommonSOLE
G97822103PRGOPERRIGO CO PLC$523,2620.16%19,949CommonSOLE
192422103CGNXCOGNEX CORP$523,1390.16%12,917CommonSOLE
013872106AAALCOA CORP$520,5210.16%13,492CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$518,8460.16%1,844CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$518,2830.16%6,984CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$515,5340.16%3,095CommonSOLE
58155Q103MCKMCKESSON CORP$515,1860.16%1,042CommonSOLE
40434L105HPQHP INC$513,4430.16%14,314CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$513,1690.15%5,158CommonSOLE
942622200WSOWATSCO INC$511,5550.15%1,040CommonSOLE
384747101GRALGRAIL INC$506,1340.15%36,783CommonSOLE
422806208HEI/AHEICO CORP NEW$499,6200.15%2,452CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$499,5940.15%5,816CommonSOLE
199908104FIXCOMFORT SYS USA INC$494,1830.15%1,266CommonSOLE
827048109SLGNSILGAN HLDGS INC$489,1430.15%9,317CommonSOLE
046353108AZNNASTRAZENECA PLC$486,4700.15%6,244CommonSOLE
20717M1038QRCONFLUENT INC$479,5210.14%23,529CommonSOLE
90384S303ULTAULTA BEAUTY INC$478,6180.14%1,230CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$478,5200.14%1,400CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$478,4100.14%2,775CommonSOLE
369550108GDGENERAL DYNAMICS CORP$475,3610.14%1,573CommonSOLE
058498106BALLBALL CORP$474,3510.14%6,985CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$472,6450.14%31,405CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$468,2930.14%4,209CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$466,0160.14%3,767CommonSOLE
285512109EAELECTRONIC ARTS INC$461,8770.14%3,220CommonSOLE
227046109CROXCROCS INC$460,3510.14%3,179CommonSOLE
537008104LFUSLITTELFUSE INC$458,3520.14%1,728CommonSOLE
81762P102NOWSERVICENOW INC$456,1390.14%510CommonSOLE
45674M101INFA1EURINFORMATICA INC$454,7370.14%17,988CommonSOLE
07831C103BRBRBELLRING BRANDS INC$441,2520.13%7,267CommonSOLE
747525103QCOMQUALCOMM INC$439,4090.13%2,584CommonSOLE
35137L105FOXAFOX CORP$437,3110.13%10,331CommonSOLE
806407102HSICHENRY SCHEIN INC$436,6710.13%5,990CommonSOLE
22160N109CSGPCOSTAR GROUP INC$433,4780.13%5,746CommonSOLE
608190104MHKMOHAWK INDS INC$430,9440.13%2,682CommonSOLE
53947R105LOARLOAR HOLDINGS INC$423,7460.13%5,681CommonSOLE
891092108TTCTORO CO$416,1310.13%4,798CommonSOLE
922475108VEEVVEEVA SYS INC$415,9620.13%1,982CommonSOLE
N72482149QIAGEN NV$415,5530.13%9,119CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$412,5580.12%2,394CommonSOLE
82452J109FOURSHIFT4 PMTS INC$412,0790.12%4,651CommonSOLE
737446104POSTPOST HLDGS INC$411,8390.12%3,558CommonSOLE
G3223R108EGEVEREST GROUP LTD$410,6380.12%1,048CommonSOLE
12514G108CDWCDW CORP$409,6030.12%1,810CommonSOLE
742718109PGPROCTER AND GAMBLE CO$401,8240.12%2,320CommonSOLE
16411R208LNGCHENIERE ENERGY INC$400,6840.12%2,228CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$397,6010.12%4,146CommonSOLE
500754106KHCKRAFT HEINZ CO$396,5320.12%11,294CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$394,6980.12%1,987CommonSOLE
860630102SFSTIFEL FINL CORP$393,0650.12%4,186CommonSOLE
224441105CXTCRANE NXT CO$391,1290.12%6,972CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$390,4550.12%8,671CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$383,9760.12%13,314CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$382,6830.12%2,746CommonSOLE
256746108DLTRDOLLAR TREE INC$381,3450.12%5,423CommonSOLE
042735100ARWARROW ELECTRS INC$378,3000.11%2,848CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$375,5260.11%3,586CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$373,7370.11%4,517CommonSOLE
88076W103TDCTERADATA CORP DEL$371,5130.11%12,245CommonSOLE
759916109RGENREPLIGEN CORP$371,1570.11%2,494CommonSOLE
83200N103SMARGBPSMARTSHEET INC$369,5280.11%6,675CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$367,8120.11%2,641CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$367,4090.11%23,658CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$366,7070.11%9,691CommonSOLE
632307104NTRANATERA INC$366,6320.11%2,888CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$365,1430.11%8,211CommonSOLE
G5960L103MDTMEDTRONIC PLC$361,7410.11%4,018CommonSOLE
81730H109SSENTINELONE INC$361,1680.11%15,099CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$358,2730.11%3,271CommonSOLE
126650100CVSCVS HEALTH CORP$356,3410.11%5,667CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$349,8080.11%4,399CommonSOLE
857477103STTSTATE STR CORP$349,1910.11%3,947CommonSOLE
714046109RVTYREVVITY INC$345,5640.10%2,705CommonSOLE
518439104ELLAUDER ESTEE COS INC$344,0300.10%3,451CommonSOLE
146869102CVNACARVANA CO$342,9970.10%1,970CommonSOLE
049468101TEAMATLASSIAN CORPORATION$342,7120.10%2,158CommonSOLE
830566105SKAASKECHERS U S A INC$342,4300.10%5,117CommonSOLE
871607107SNPSSYNOPSYS INC$338,2690.10%668CommonSOLE
493267108KEYKEYCORP$336,7420.10%20,104CommonSOLE
80874P109LNWOLIGHT & WONDER INC$335,5200.10%3,698CommonSOLE
345370860FFORD MTR CO$334,2450.10%31,652CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$325,8790.10%1,681CommonSOLE
902973304USBUS BANCORP DEL$323,7230.10%7,079CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$321,6940.10%4,085CommonSOLE
G98239109XPXP INC$318,0940.10%17,731CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$317,4910.10%6,890CommonSOLE
042068205ARMARM HOLDINGS PLC$315,4800.10%2,206CommonSOLE
594972408MSTRMICROSTRATEGY INC$315,4510.10%1,871CommonSOLE
053774105CARAVIS BUDGET GROUP$315,4120.10%3,601CommonSOLE
25809K105DASHDOORDASH INC$313,4350.09%2,196CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$311,2460.09%14,744CommonSOLE
615369105MCOMOODYS CORP$310,8560.09%655CommonSOLE
09062X103BIIBBIOGEN INC$301,6150.09%1,556CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$300,1030.09%1,441CommonSOLE
816851109SRESEMPRA$299,4790.09%3,581CommonSOLE
829073105SSDSIMPSON MFG INC$297,2340.09%1,554CommonSOLE
89832Q109TFCTRUIST FINL CORP$297,2090.09%6,949CommonSOLE
002824100ABTABBOTT LABS$296,3120.09%2,599CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$295,9920.09%4,111CommonSOLE
00130H105AESAES CORP$294,1600.09%14,664CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$289,0640.09%3,631CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$285,4520.09%951CommonSOLE
45073V108ITTITT INC$283,9190.09%1,899CommonSOLE
35137L204FOXFOX CORP$283,0070.09%7,294CommonSOLE
34959E109FTNTFORTINET INC$282,2820.09%3,640CommonSOLE
053611109AVYAVERY DENNISON CORP$281,6900.09%1,276CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$278,8920.08%1,162CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$276,6610.08%514CommonSOLE
87612G101TRGPTARGA RES CORP$268,7860.08%1,816CommonSOLE
75513E101RTXRTX CORPORATION$266,0670.08%2,196CommonSOLE
62955J103NOVNOV INC$258,1070.08%16,162CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$253,4490.08%169CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$251,8470.08%2,333CommonSOLE
04621X108AIZASSURANT INC$249,1720.08%1,253CommonSOLE
79466L302CRMSALESFORCE INC$245,7920.07%898CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$244,1270.07%5,170CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$241,1900.07%13,743CommonSOLE
172062101CINFCINCINNATI FINL CORP$236,9850.07%1,741CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$233,0340.07%3,045CommonSOLE
N14506104ESTCELASTIC N V$232,8900.07%3,034CommonSOLE
370334104GISGENERAL MLS INC$232,3320.07%3,146CommonSOLE
219948106CPAYCORPAY INC$229,8790.07%735CommonSOLE
302491303FMCFMC CORP$229,6690.07%3,483CommonSOLE
553498106MSAMSA SAFETY INC$226,8180.07%1,279CommonSOLE
00508Y102AYIACUITY BRANDS INC$224,4430.07%815CommonSOLE
29977A105EVREVERCORE INC$223,1930.07%881CommonSOLE
759509102RSRELIANCE INC$222,6920.07%770CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$220,0750.07%2,741CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$216,5200.07%1,841CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$214,8780.06%5,232CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$200,4750.06%3,375CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$199,0050.06%13,547CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$190,8070.06%17,006CommonSOLE
15687V109CERTCERTARA INC$178,3080.05%15,227CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$176,6740.05%12,035CommonSOLE
G4412G101HLFHERBALIFE LTD$151,7450.05%21,105CommonSOLE
75960P104RELYREMITLY GLOBAL INC$149,9410.05%11,198CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$149,8350.05%10,604CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$149,3920.05%17,351CommonSOLE
67018T105NUSNU SKIN ENTERPRISES INC$146,1100.04%19,825CommonSOLE
093712107BEBLOOM ENERGY CORP$145,0420.04%13,735CommonSOLE
02155H200ALTALTIMMUNE INC$144,2590.04%23,495CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$143,4770.04%21,739CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$143,3460.04%18,738CommonSOLE
422704106HLHECLA MNG CO$143,0380.04%21,445CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$142,5590.04%12,878CommonSOLE
G69451105PAXPATRIA INVESTMENTS LIMITED$142,4290.04%12,751CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$141,0410.04%10,125CommonSOLE
02081G201ATECALPHATEC HLDGS INC$139,8340.04%25,150CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$136,4410.04%14,577CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$130,8150.04%16,517CommonSOLE
489398107KWKENNEDY-WILSON HOLDINGS INC$125,4840.04%11,356CommonSOLE
235825205DANDANA INC$121,7250.04%11,527CommonSOLE
56400P706MNKDMANNKIND CORP$118,3340.04%18,813CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$118,1490.04%19,337CommonSOLE
97717P104WTWISDOMTREE INC$107,9520.03%10,806CommonSOLE
29332G102EHABUSDENHABIT INC$102,6370.03%12,992CommonSOLE
31188V100FSLYFASTLY INC$98,4180.03%13,001CommonSOLE
44486Q103HUMAHUMACYTE INC$94,7810.03%17,423CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$93,1740.03%11,172CommonSOLE
535919401LGFEURLIONS GATE ENTMNT CORP$83,4680.03%10,660CommonSOLE
250565108DBIDESIGNER BRANDS INC$81,8220.02%11,087CommonSOLE
535919500LGF/BEURLIONS GATE ENTMNT CORP$78,9300.02%11,406CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$61,5070.02%14,929CommonSOLE
761330109RVNCEURREVANCE THERAPEUTICS INC$58,6780.02%11,306CommonSOLE
17253J106CIFRCIPHER MINING INC$43,8350.01%11,327CommonSOLE
848577102SAVEEURSPIRIT AIRLS INC$28,6900.01%11,954CommonSOLE

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.