MondegarAI
AXQ CAPITAL, LP

Q1 2025 · 13F-HR

AXQ CAPITAL, LPholdings as filed

Filed 2025-05-13 · accession 0001420506-25-001005

$249.4M
Reported value
477
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
65339F101NEENEXTERA ENERGY INC$2.5M1.01%35,433CommonSOLE
902681105UGIUGI CORP NEW$2.3M0.92%69,210CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M0.91%4,272CommonSOLE
00130H105AESAES CORP$2.2M0.90%180,536CommonSOLE
79466L302CRMSALESFORCE INC$2.2M0.87%8,101CommonSOLE
126408103CSXCSX CORP$2.0M0.80%67,425CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.9M0.77%4,293CommonSOLE
013872106AAALCOA CORP$1.9M0.76%62,446CommonSOLE
65249B109NWSANEWS CORP NEW$1.8M0.73%66,904CommonSOLE
256746108DLTRDOLLAR TREE INC$1.8M0.72%23,823CommonSOLE
552848103MTGMGIC INVT CORP WIS$1.8M0.71%71,875CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.7M0.70%3,633CommonSOLE
00287Y109ABBVABBVIE INC$1.7M0.69%8,216CommonSOLE
205887102CAGCONAGRA BRANDS INC$1.7M0.68%64,009CommonSOLE
87612G101TRGPTARGA RES CORP$1.7M0.68%8,414CommonSOLE
256163106DOCUDOCUSIGN INC$1.7M0.67%20,449CommonSOLE
548661107LOWLOWES COS INC$1.6M0.65%6,954CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.5M0.62%15,218CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.5M0.61%130,434CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$1.5M0.60%16,424CommonSOLE
11135F101AVGOBROADCOM INC$1.5M0.60%8,878CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.59%2,677CommonSOLE
22266T109CPNGCOUPANG INC$1.4M0.58%66,080CommonSOLE
12504L109CBRECBRE GROUP INC$1.4M0.57%10,964CommonSOLE
337738108FISVFISERV INC$1.4M0.57%6,435CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.4M0.56%7,903CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$1.4M0.55%31,478CommonSOLE
690742101OCOWENS CORNING NEW$1.4M0.55%9,529CommonSOLE
62955J103NOVNOV INC$1.3M0.54%88,477CommonSOLE
040413205ANETARISTA NETWORKS INC$1.3M0.53%17,196CommonSOLE
34959J108FTVFORTIVE CORP$1.3M0.51%17,312CommonSOLE
191216100KOCOCA COLA CO$1.3M0.51%17,662CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$1.3M0.51%84,418CommonSOLE
775711104ROLROLLINS INC$1.3M0.50%23,142CommonSOLE
959802109WUWESTERN UN CO$1.2M0.50%117,536CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.2M0.50%24,689CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$1.2M0.49%12,026CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M0.48%11,132CommonSOLE
G0403H108AONAON PLC$1.2M0.48%3,008CommonSOLE
031100100AMEAMETEK INC$1.2M0.47%6,774CommonSOLE
084423102WRBBERKLEY W R CORP$1.2M0.46%16,272CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$1.2M0.46%37,981CommonSOLE
963320106WHRWHIRLPOOL CORP$1.1M0.46%12,620CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1.1M0.46%29,005CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.1M0.45%8,597CommonSOLE
058498106BALLBALL CORP$1.1M0.45%21,381CommonSOLE
594918104MSFTMICROSOFT CORP$1.1M0.45%2,961CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.1M0.44%6,640CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.1M0.43%14,888CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$1.1M0.42%20,207CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$1.1M0.42%61,799CommonSOLE
366651107ITGARTNER INC$1.1M0.42%2,504CommonSOLE
860630102SFSTIFEL FINL CORP$1.0M0.42%11,044CommonSOLE
02079K305GOOGLALPHABET INC$1.0M0.41%6,614CommonSOLE
H1467J104CBCHUBB LIMITED$1.0M0.41%3,362CommonSOLE
960413102WLKWESTLAKE CORPORATION$1.0M0.41%10,139CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$997,3710.40%8,526CommonSOLE
29355A107ENPHENPHASE ENERGY INC$994,8480.40%16,033CommonSOLE
219350105GLWCORNING INC$972,2760.39%21,238CommonSOLE
571903202MARMARRIOTT INTL INC NEW$970,4270.39%4,074CommonSOLE
02079K107GOOGALPHABET INC$970,1880.39%6,210CommonSOLE
888787108TOSTTOAST INC$958,7460.38%28,904CommonSOLE
237266101DARDARLING INGREDIENTS INC$952,3510.38%30,485CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$950,0040.38%8,428CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$942,9420.38%4,505CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$939,2210.38%6,604CommonSOLE
278865100ECLECOLAB INC$923,3200.37%3,642CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$913,3860.37%4,014CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$913,1720.37%5,397CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$908,2380.36%30,104CommonSOLE
90138F102TWLOTWILIO INC$888,2400.36%9,072CommonSOLE
30040W108ESEVERSOURCE ENERGY$880,2230.35%14,172CommonSOLE
46266C105IQVIQVIA HLDGS INC$877,6210.35%4,978CommonSOLE
98138H101WDAYWORKDAY INC$873,6360.35%3,741CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$871,7630.35%12,383CommonSOLE
88076W103TDCTERADATA CORP DEL$864,5360.35%38,458CommonSOLE
16411R208LNGCHENIERE ENERGY INC$862,4280.35%3,727CommonSOLE
032654105ADIANALOG DEVICES INC$857,2990.34%4,251CommonSOLE
G0260P102ASAMER SPORTS INC$856,6430.34%32,048CommonSOLE
23804L103DDOGDATADOG INC$852,4120.34%8,592CommonSOLE
842587107SOSOUTHERN CO$845,2040.34%9,192CommonSOLE
103304101BYDBOYD GAMING CORP$844,9940.34%12,836CommonSOLE
354613101BENFRANKLIN RESOURCES INC$843,5160.34%43,819CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$838,9400.34%5,281CommonSOLE
513272104LWLAMB WESTON HLDGS INC$838,1960.34%15,726CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$837,1350.34%46,353CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$835,0600.33%6,358CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$828,4550.33%59,260CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$818,7470.33%12,829CommonSOLE
29414B104EPAMEPAM SYS INC$810,7700.33%4,802CommonSOLE
100557107SAMBOSTON BEER INC$809,6680.32%3,390CommonSOLE
166764100CVXCHEVRON CORP NEW$795,6310.32%4,756CommonSOLE
281020107EIXEDISON INTL$791,0010.32%13,425CommonSOLE
74051N1022655957DPREMIER INC$783,7130.31%40,649CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$783,1730.31%13,383CommonSOLE
018802108LNTALLIANT ENERGY CORP$780,9520.31%12,136CommonSOLE
87612E106TGTTARGET CORP$776,2300.31%7,438CommonSOLE
902494103TSNTYSON FOODS INC$776,1210.31%12,163CommonSOLE
231021106CMICUMMINS INC$776,0770.31%2,476CommonSOLE
171779309CIENCIENA CORP$774,1690.31%12,811CommonSOLE
94106L109WMWASTE MGMT INC DEL$771,1600.31%3,331CommonSOLE
189054109CLXCLOROX CO DEL$760,3990.30%5,164CommonSOLE
92047W101VVVVALVOLINE INC$756,2120.30%21,724CommonSOLE
92826C839VVISA INC$754,8910.30%2,154CommonSOLE
368736104GNRCGENERAC HLDGS INC$751,6680.30%5,935CommonSOLE
053807103AVTAVNET INC$748,9060.30%15,573CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$743,8200.30%4,359CommonSOLE
23345M107DTMDT MIDSTREAM INC$742,2210.30%7,693CommonSOLE
77543R102ROKUROKU INC$740,1840.30%10,508CommonSOLE
26701L100BROSDUTCH BROS INC$730,1370.29%11,826CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$726,6850.29%17,737CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$722,3080.29%87,872CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$711,3900.29%4,124CommonSOLE
G5960L103MDTMEDTRONIC PLC$707,8270.28%7,877CommonSOLE
002824100ABTABBOTT LABS$705,1670.28%5,316CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$705,0540.28%4,196CommonSOLE
89832Q109TFCTRUIST FINL CORP$702,2660.28%17,066CommonSOLE
65249B208NWSNEWS CORP NEW$700,6970.28%23,072CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$693,7770.28%9,290CommonSOLE
26622P107DOCSDOXIMITY INC$689,5700.28%11,883CommonSOLE
876030107TPRTAPESTRY INC$687,2020.28%9,760CommonSOLE
370334104GISGENERAL MLS INC$674,5510.27%11,282CommonSOLE
042735100ARWARROW ELECTRS INC$664,3040.27%6,398CommonSOLE
55024U109LITELUMENTUM HLDGS INC$659,1830.26%10,574CommonSOLE
01741R102ATIATI INC$657,6070.26%12,639CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$657,1440.26%12,413CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$656,6850.26%13,304CommonSOLE
192422103CGNXCOGNEX CORP$655,4250.26%21,972CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$654,3920.26%10,029CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$647,0100.26%7,666CommonSOLE
488401100KMPRKEMPER CORP$645,0360.26%9,649CommonSOLE
681919106OMCOMNICOM GROUP INC$643,8790.26%7,766CommonSOLE
075887109BDXBECTON DICKINSON & CO$640,4520.26%2,796CommonSOLE
45337C102INCYINCYTE CORP$637,0470.26%10,521CommonSOLE
704326107PAYXPAYCHEX INC$633,9370.25%4,109CommonSOLE
34959E109FTNTFORTINET INC$626,4600.25%6,508CommonSOLE
55616P104MMACYS INC$615,6280.25%49,015CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$609,1270.24%22,296CommonSOLE
68622V106OGNORGANON & CO$602,4350.24%40,459CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$602,2560.24%6,444CommonSOLE
451107106IDAIDACORP INC$602,2520.24%5,182CommonSOLE
749607107RLIRLI CORP$601,7520.24%7,491CommonSOLE
G02602103DOXAMDOCS LTD$595,1160.24%6,504CommonSOLE
20030N101CMCSACOMCAST CORP NEW$591,2860.24%16,024CommonSOLE
45167R104IEXIDEX CORP$590,6860.24%3,264CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$589,7730.24%5,298CommonSOLE
45687V106IRINGERSOLL RAND INC$588,7010.24%7,356CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$583,7330.23%26,863CommonSOLE
04626A103ALABASTERA LABS INC$583,6320.23%9,781CommonSOLE
444859102HUMHUMANA INC$581,8550.23%2,199CommonSOLE
260003108DOVDOVER CORP$581,6760.23%3,311CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$577,9170.23%3,493CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$576,7210.23%9,456CommonSOLE
26875P101EOGEOG RES INC$576,3110.23%4,494CommonSOLE
69331C108PCGPG&E CORP$575,1350.23%33,477CommonSOLE
632307104NTRANATERA INC$570,7310.23%4,036CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$570,6680.23%5,083CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$569,4140.23%6,247CommonSOLE
98978V103ZTSZOETIS INC$567,7130.23%3,448CommonSOLE
76680R206RNGRINGCENTRAL INC$565,8400.23%22,853CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$561,9540.23%7,854CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$559,9100.22%11,566CommonSOLE
524660107LEGLEGGETT & PLATT INC$556,9190.22%70,407CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$551,9680.22%10,126CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$551,9480.22%8,410CommonSOLE
172908105CTASCINTAS CORP$548,3540.22%2,668CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$546,2960.22%31,651CommonSOLE
682189105ONON SEMICONDUCTOR CORP$545,1240.22%13,397CommonSOLE
929089100VOYAVOYA FINANCIAL INC$543,2320.22%8,017CommonSOLE
G54950103LINLINDE PLC$541,5390.22%1,163CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$541,3860.22%30,077CommonSOLE
30303M102METAMETA PLATFORMS INC$540,0490.22%937CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$536,6970.22%9,255CommonSOLE
03831W108APPAPPLOVIN CORP$536,5640.22%2,025CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$530,0260.21%4,772CommonSOLE
693718108PCARPACCAR INC$526,6740.21%5,409CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$522,3320.21%26,474CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$519,2550.21%3,769CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$515,2180.21%4,742CommonSOLE
19247G107COHRCOHERENT CORP$512,8310.21%7,897CommonSOLE
G491BT108IVZINVESCO LTD$512,7610.21%33,801CommonSOLE
655664100JWNUSDNORDSTROM INC$509,7090.20%20,847CommonSOLE
817565104SCISERVICE CORP INTL$502,7740.20%6,269CommonSOLE
00766T100ACMAECOM$501,9470.20%5,413CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$501,0390.20%55,486CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$500,9210.20%8,228CommonSOLE
30226D106EXTREXTREME NETWORKS$500,4380.20%37,826CommonSOLE
29430C102VSTSVESTIS CORPORATION$499,8710.20%50,492CommonSOLE
126117100CNACNA FINL CORP$497,4880.20%9,795CommonSOLE
03674X106ARANTERO RESOURCES CORP$494,8240.20%12,236CommonSOLE
337932107FEFIRSTENERGY CORP$485,4040.19%12,009CommonSOLE
594972408MSTRMICROSTRATEGY INC$483,7170.19%1,678CommonSOLE
89055F103BLDTOPBUILD CORP$483,6510.19%1,586CommonSOLE
742718109PGPROCTER AND GAMBLE CO$482,8000.19%2,833CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$482,1240.19%3,631CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$481,5400.19%57,947CommonSOLE
097023105BABOEING CO$479,0750.19%2,809CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$474,5180.19%906CommonSOLE
117043109BCBRUNSWICK CORP$473,1800.19%8,787CommonSOLE
94419L101WWAYFAIR INC$473,1150.19%14,771CommonSOLE
59156R108METMETLIFE INC$471,0610.19%5,867CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$469,7430.19%65,515CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$465,7760.19%3,728CommonSOLE
911363109URIUNITED RENTALS INC$464,3850.19%741CommonSOLE
235851102DHRDANAHER CORPORATION$464,1200.19%2,264CommonSOLE
918204108VFCV F CORP$458,6630.18%29,553CommonSOLE
504922105LHLABCORP HOLDINGS INC$453,1450.18%1,947CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$451,1040.18%6,533CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$450,0620.18%9,922CommonSOLE
042068205ARMARM HOLDINGS PLC$449,9060.18%4,213CommonSOLE
00090Q103ADTADT INC DEL$449,7020.18%55,246CommonSOLE
45674M101INFA1EURINFORMATICA INC$448,8140.18%25,720CommonSOLE
428291108HXLHEXCEL CORP NEW$447,7730.18%8,177CommonSOLE
380237107GDDYGODADDY INC$447,4680.18%2,484CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$447,0490.18%12,346CommonSOLE
671044105OSISOSI SYSTEMS INC$445,4270.18%2,292CommonSOLE
219798105QDELQUIDELORTHO CORP$442,1260.18%12,643CommonSOLE
902973304USBUS BANCORP DEL$440,7770.18%10,440CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$436,9840.18%689CommonSOLE
928254101VIRTVIRTU FINL INC$436,5880.18%11,453CommonSOLE
460146103IPINTERNATIONAL PAPER CO$434,2690.17%8,140CommonSOLE
879369106TFXTELEFLEX INCORPORATED$429,3560.17%3,107CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$427,7130.17%5,197CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$424,7750.17%40,263CommonSOLE
882508104TXNTEXAS INSTRS INC$424,6310.17%2,363CommonSOLE
228368106CCKCROWN HLDGS INC$423,8960.17%4,749CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$423,4400.17%18,782CommonSOLE
03852U106ARMKARAMARK$421,2820.17%12,204CommonSOLE
303250104FICOFAIR ISAAC CORP$418,6240.17%227CommonSOLE
115637209BF/BBROWN FORMAN CORP$417,8690.17%12,312CommonSOLE
G3922B107GGENPACT LIMITED$415,0300.17%8,238CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$412,5030.17%2,865CommonSOLE
14316J108CGCARLYLE GROUP INC$410,4870.16%9,417CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$406,0520.16%219CommonSOLE
98585X104YETIYETI HLDGS INC$402,3310.16%12,155CommonSOLE
011659109ALKALASKA AIR GROUP INC$400,5520.16%8,138CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$398,8170.16%39,526CommonSOLE
518439104ELLAUDER ESTEE COS INC$397,9140.16%6,029CommonSOLE
17275R102CSCOCISCO SYS INC$395,6230.16%6,411CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$394,3100.16%10,683CommonSOLE
03076C106AMPAMERIPRISE FINL INC$394,0660.16%814CommonSOLE
95082P105WCCWESCO INTL INC$393,8410.16%2,536CommonSOLE
247361702DALDELTA AIR LINES INC DEL$388,5200.16%8,911CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$388,1980.16%6,123CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$383,3710.15%1,571CommonSOLE
553498106MSAMSA SAFETY INC$381,8340.15%2,603CommonSOLE
422806109HEIHEICO CORP NEW$375,4020.15%1,405CommonSOLE
410867105THGHANOVER INS GROUP INC$373,4710.15%2,147CommonSOLE
89469A104THSTREEHOUSE FOODS INC$366,9070.15%13,544CommonSOLE
G7S00T104PNRPENTAIR PLC$365,1420.15%4,174CommonSOLE
985817105YELPYELP INC$362,5240.15%9,790CommonSOLE
303075105FDSFACTSET RESH SYS INC$358,2560.14%788CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$355,8220.14%18,767CommonSOLE
05350V106AVNSAVANOS MED INC$353,2630.14%24,652CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$352,6140.14%3,227CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$352,0080.14%32,806CommonSOLE
775133101ROGROGERS CORP$350,4810.14%5,190CommonSOLE
163851108CCCHEMOURS CO$346,5840.14%25,616CommonSOLE
537008104LFUSLITTELFUSE INC$346,4590.14%1,761CommonSOLE
75970E107RNSTRENASANT CORP$345,6450.14%10,187CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$342,4040.14%11,444CommonSOLE
29355X107NPOENPRO INC$342,1860.14%2,115CommonSOLE
650111107NYTNEW YORK TIMES CO$338,9660.14%6,834CommonSOLE
854231107SXISTANDEX INTL CORP$333,4320.13%2,066CommonSOLE
127097103CTRACOTERRA ENERGY INC$332,1480.13%11,493CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$331,9280.13%1,369CommonSOLE
816851109SRESEMPRA$330,9680.13%4,638CommonSOLE
77313F106RCKTROCKET PHARMACEUTICALS INC$330,4720.13%49,546CommonSOLE
149123101CATCATERPILLAR INC$330,1300.13%1,001CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$329,9940.13%3,431CommonSOLE
00508Y102AYIACUITY INC$329,9780.13%1,253CommonSOLE
45781M101INVAINNOVIVA INC$328,1170.13%18,098CommonSOLE
49456W105KLCKINDERCARE LEARNING COMPANIE$327,1860.13%28,230CommonSOLE
87265H109T86TRI POINTE HOMES INC$327,0840.13%10,247CommonSOLE
922475108VEEVVEEVA SYS INC$323,8190.13%1,398CommonSOLE
69343T107PJTPJT PARTNERS INC$321,6740.13%2,333CommonSOLE
00191U102EFORASGN INC$320,3940.13%5,084CommonSOLE
03783C100APPFAPPFOLIO INC$319,0750.13%1,451CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$317,7600.13%1,324CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$316,7460.13%8,762CommonSOLE
217204106CPRTCOPART INC$315,0930.13%5,568CommonSOLE
88160R101TSLATESLA INC$314,8790.13%1,215CommonSOLE
833445109SNOWSNOWFLAKE INC$314,2440.13%2,150CommonSOLE
184496107CLHCLEAN HARBORS INC$314,1770.13%1,594CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$314,0630.13%10,002CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$312,7140.13%5,079CommonSOLE
552690109MDUMDU RES GROUP INC$312,5140.13%18,481CommonSOLE
655663102NDSNNORDSON CORP$312,4640.13%1,549CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$311,7280.12%5,192CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$310,1780.12%1,632CommonSOLE
04335A105ARVNARVINAS INC$308,1640.12%43,898CommonSOLE
33829M101FIVEFIVE BELOW INC$306,6680.12%4,093CommonSOLE
78709Y105SAIASAIA INC$306,4500.12%877CommonSOLE
05379B107AVAAVISTA CORP$304,7300.12%7,278CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS AND HOSP$304,6020.12%8,607CommonSOLE
302941109FCNFTI CONSULTING INC$302,0710.12%1,841CommonSOLE
90353W103UIUBIQUITI INC$301,4560.12%972CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$300,8510.12%2,938CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$300,7680.12%1,745CommonSOLE
148929102CAVACAVA GROUP INC$300,3610.12%3,476CommonSOLE
406216101HALHALLIBURTON CO$298,7820.12%11,777CommonSOLE
893641100TDGTRANSDIGM GROUP INC$297,4070.12%215CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$295,5910.12%2,389CommonSOLE
969457100WMBWILLIAMS COS INC$294,6170.12%4,930CommonSOLE
95058W100WENWENDYS CO$292,8780.12%20,019CommonSOLE
311900104FASTFASTENAL CO$292,5190.12%3,772CommonSOLE
G3198U102ESNTESSENT GROUP LTD$291,8900.12%5,057CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$291,5400.12%3,248CommonSOLE
125269100CFCF INDS HLDGS INC$291,1090.12%3,725CommonSOLE
053774105CARAVIS BUDGET GROUP$290,6970.12%3,830CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$289,5710.12%9,299CommonSOLE
407497106HLNEHAMILTON LANE INC$289,3120.12%1,946CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$287,8020.12%3,144CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$286,7010.11%9,484CommonSOLE
68389X105ORCLORACLE CORP$284,6530.11%2,036CommonSOLE
833034101SNASNAP ON INC$284,0990.11%843CommonSOLE
651587107NEUNEWMARKET CORP$282,0920.11%498CommonSOLE
534187109LNCLINCOLN NATL CORP IND$278,7690.11%7,763CommonSOLE
617700109MORNMORNINGSTAR INC$278,5790.11%929CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$278,2250.11%3,875CommonSOLE
278642103EBAYEBAY INC.$274,7810.11%4,057CommonSOLE
77311W101RKTROCKET COS INC$274,3030.11%22,726CommonSOLE
030506109AMWDAMERICAN WOODMARK CORPORATIO$273,3240.11%4,646CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$273,2510.11%50,046CommonSOLE
968223206WLYWILEY JOHN & SONS INC$272,5740.11%6,117CommonSOLE
353514102FELEFRANKLIN ELEC INC$269,3420.11%2,869CommonSOLE
826919102SLABSILICON LABORATORIES INC$267,3540.11%2,375CommonSOLE
719405102PLABPHOTRONICS INC$266,1640.11%12,821CommonSOLE
974637100WGOWINNEBAGO INDS INC$265,7210.11%7,711CommonSOLE
G1110E107BHVNBIOHAVEN LTD$264,8010.11%11,015CommonSOLE
493267108KEYKEYCORP$264,6350.11%16,550CommonSOLE
929566107WNCWABASH NATL CORP$264,1500.11%23,905CommonSOLE
806407102HSICHENRY SCHEIN INC$263,4810.11%3,847CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$261,9870.11%8,655CommonSOLE
478160104JNJJOHNSON & JOHNSON$261,0320.10%1,574CommonSOLE
G39108108GTESGATES INDL CORP PLC$260,0780.10%14,127CommonSOLE
759509102RSRELIANCE INC$259,8750.10%900CommonSOLE
49177J102KVUEKENVUE INC$258,5040.10%10,780CommonSOLE
74967X103RHRH$257,3820.10%1,098CommonSOLE
489398107KWKENNEDY-WILSON HOLDINGS INC$256,9800.10%29,606CommonSOLE
361448103GATXGATX CORP$255,2640.10%1,644CommonSOLE
880770102TERTERADYNE INC$250,7740.10%3,036CommonSOLE
38046C109GOGOGOGO INC$248,8510.10%28,869CommonSOLE
15135B101CNCCENTENE CORP DEL$247,0900.10%4,070CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$245,6690.10%11,978CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$244,5810.10%3,456CommonSOLE
L44385109GLOBGLOBANT S A$244,3870.10%2,076CommonSOLE
143658300CCL1EURCARNIVAL CORP$243,3440.10%12,460CommonSOLE
418056107HASHASBRO INC$242,8240.10%3,949CommonSOLE
023139884OSGAMBAC FINL GROUP INC$242,7690.10%27,745CommonSOLE
43940T109HOPEHOPE BANCORP INC$242,1920.10%23,132CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$242,0630.10%2,013CommonSOLE
004498101ACIWACI WORLDWIDE INC$240,0670.10%4,388CommonSOLE
343498101FLOFLOWERS FOODS INC$239,5450.10%12,601CommonSOLE
880779103TEXTEREX CORP NEW$237,2580.10%6,280CommonSOLE
18915M107NETCLOUDFLARE INC$236,7620.09%2,101CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$236,0870.09%5,914CommonSOLE
39854F101GRNDGRINDR INC$234,7590.09%13,115CommonSOLE
87484T108TALOTALOS ENERGY INC$234,4760.09%24,123CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$233,8610.09%6,177CommonSOLE
05508R106BGSB & G FOODS INC NEW$231,6430.09%33,718CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$231,4970.09%47,929CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$231,3510.09%1,578CommonSOLE
30231G102XOMEXXON MOBIL CORP$230,7240.09%1,940CommonSOLE
736508847PORPORTLAND GEN ELEC CO$229,6450.09%5,149CommonSOLE
224408104CRCRANE COMPANY$229,1570.09%1,496CommonSOLE
199908104FIXCOMFORT SYS USA INC$228,8540.09%710CommonSOLE
Y2685T131GNKGENCO SHIPPING & TRADING LTD$228,6160.09%17,112CommonSOLE
574599106MASMASCO CORP$228,3000.09%3,283CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$227,3770.09%10,645CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$225,4370.09%1,042CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$220,4790.09%6,443CommonSOLE
920253101VMIVALMONT INDS INC$220,3060.09%772CommonSOLE
45688C107NGVTINGEVITY CORP$218,8540.09%5,528CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$218,8540.09%33,210CommonSOLE
55955D100MGNIMAGNITE INC$217,8400.09%19,092CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$217,7060.09%4,853CommonSOLE
88337F105ODP1THE ODP CORP$216,5980.09%15,115CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$215,3740.09%24,091CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$214,0040.09%1,914CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$212,8900.09%4,251CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$212,7340.09%1,187CommonSOLE
443510607HUBBHUBBELL INC$208,4730.08%630CommonSOLE
422806208HEI/AHEICO CORP NEW$207,3840.08%983CommonSOLE
221006109CRVLCORVEL CORP$207,1450.08%1,850CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$206,8520.08%404CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$206,4590.08%39,934CommonSOLE
01626W101ALITALIGHT INC$206,4530.08%34,815CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$206,3350.08%9,678CommonSOLE
466313103JBLJABIL INC$205,3300.08%1,509CommonSOLE
06652K103BKUBANKUNITED INC$204,7460.08%5,945CommonSOLE
83570H108SONOSONOS INC$203,9570.08%19,115CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$202,9770.08%8,507CommonSOLE
387328107GVAGRANITE CONSTR INC$201,7700.08%2,676CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$201,3000.08%653CommonSOLE
69349H107TXNMTXNM ENERGY INC$200,7100.08%3,753CommonSOLE
258278100DORMDORMAN PRODS INC$200,3370.08%1,662CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$200,2660.08%1,069CommonSOLE
629209305NMIHNMI HLDGS INC$200,0410.08%5,549CommonSOLE
67098H104OIO-I GLASS INC$199,7160.08%17,412CommonSOLE
45258J102IMVTIMMUNOVANT INC$195,7320.08%11,453CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$193,4780.08%10,098CommonSOLE
03475V101ANGOANGIODYNAMICS INC$189,8660.08%20,220CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$187,4590.08%56,294CommonSOLE
36831E108GCMGGCM GROSVENOR INC$187,0850.08%14,141CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$185,3550.07%13,383CommonSOLE
69553P100PDPAGERDUTY INC$184,8010.07%10,115CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$182,8120.07%20,245CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$176,4500.07%14,741CommonSOLE
50127T109KURAKURA ONCOLOGY INC$172,2800.07%26,103CommonSOLE
421298100HAYWHAYWARD HLDGS INC$165,7450.07%11,907CommonSOLE
20464U100COMPCOMPASS INC$165,6080.07%18,970CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$165,3640.07%14,367CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$162,8930.07%16,707CommonSOLE
55345K10337MMRC GLOBAL INC$161,4660.06%14,065CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$160,7300.06%11,555CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$157,9910.06%11,134CommonSOLE
784730103SSRMSSR MINING IN$157,3710.06%15,690CommonSOLE
N3144W105XPROEXPRO GROUP HOLDINGS NV$156,2070.06%15,715CommonSOLE
724479100PBIPITNEY BOWES INC$156,0580.06%17,244CommonSOLE
651718504NPKINPK INTERNATIONAL INC$154,1800.06%26,537CommonSOLE
032797300AVXLANAVEX LIFE SCIENCES CORP$153,4790.06%17,888CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$153,3460.06%18,299CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$150,9080.06%19,030CommonSOLE
87240R107TFSLTFS FINL CORP$150,2040.06%12,123CommonSOLE
04342Y104ASANASANA INC$146,3120.06%10,042CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$143,8370.06%22,759CommonSOLE
916896103UECURANIUM ENERGY CORP$137,8360.06%28,836CommonSOLE
687793109OSCROSCAR HEALTH INC$135,3210.05%10,322CommonSOLE
904311206UAUNDER ARMOUR INC$135,2020.05%22,723CommonSOLE
75134P600METCRAMACO RES INC$128,3720.05%15,598CommonSOLE
G65163100JOBYJOBY AVIATION INC$127,9550.05%21,255CommonSOLE
477143101JBLUJETBLUE AWYS CORP$123,3250.05%25,586CommonSOLE
76029N106REPLREPLIMUNE GROUP INC$118,8620.05%12,191CommonSOLE
904311107UAAUNDER ARMOUR INC$118,2310.05%18,917CommonSOLE
137404109CADLCANDEL THERAPEUTICS INC$112,6780.05%19,943CommonSOLE
405217100HAINHAIN CELESTIAL GROUP INC$109,8710.04%26,475CommonSOLE
230031106CGEMCULLINAN THERAPEUTICS INC$107,9100.04%14,255CommonSOLE
03214Q108AMPXAMPRIUS TECHNOLOGIES INC$107,1840.04%39,994CommonSOLE
292671708UUUUENERGY FUELS INC$103,3060.04%27,696CommonSOLE
56400P706MNKDMANNKIND CORP$97,9940.04%19,482CommonSOLE
86150R107STOKSTOKE THERAPEUTICS INC$97,0900.04%14,600CommonSOLE
90240B106TYRATYRA BIOSCIENCES INC$95,8090.04%10,302CommonSOLE
37890B100GBTGGLOBAL BUSINESS TRAVEL GROUP$93,8650.04%12,929CommonSOLE
921659108VNDAVANDA PHARMACEUTICALS INC$92,2870.04%20,106CommonSOLE
39304D102GDOTGREEN DOT CORP$91,6160.04%10,855CommonSOLE
670002401NVAXNOVAVAX INC$88,6570.04%13,831CommonSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$86,1780.03%13,299CommonSOLE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$84,2610.03%15,348CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$84,0330.03%21,437CommonSOLE
92719V100VMEO*VIMEO INC$83,8760.03%15,946CommonSOLE
00081T108ACCOACCO BRANDS CORP$81,9940.03%19,569CommonSOLE
65443P102MASS908 DEVICES INC$81,3790.03%18,165CommonSOLE
56600D107MRVIMARAVAI LIFESCIENCES HLDGS I$78,2140.03%35,391CommonSOLE
03945R102ACHRARCHER AVIATION INC$76,3900.03%10,744CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$75,6560.03%13,462CommonSOLE
74767V109QSQUANTUMSCAPE CORP$72,7460.03%17,487CommonSOLE
36472T109TDAYGANNETT CO INC$69,8310.03%24,163CommonSOLE
73931J109AIOTPOWERFLEET INC$69,7560.03%12,706CommonSOLE
47580P103JELDJELD-WEN HLDG INC$66,2610.03%11,099CommonSOLE
438333106HNSTHONEST CO INC$65,6870.03%13,976CommonSOLE
206787103CNDTCONDUENT INC$63,0050.03%23,335CommonSOLE
222070203COTYCOTY INC$62,8670.03%11,493CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$59,2300.02%21,460CommonSOLE
00857U107AGILON HEALTH INC$56,3070.02%13,004CommonSOLE
68622P109ORICORIC PHARMACEUTICALS INC$56,1400.02%10,061CommonSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$54,9970.02%10,299CommonSOLE
69002R103TEADOUTBRAIN INC$52,5970.02%14,101CommonSOLE
91851C201EGYVAALCO ENERGY INC$48,1320.02%12,801CommonSOLE
45256X103IBRXIMMUNITYBIO INC$44,1690.02%14,674CommonSOLE
09352U108BLNDBLEND LABS INC$41,7410.02%12,460CommonSOLE
03212B103AMPYAMPLIFY ENERGY CORP NEW$40,3810.02%10,797CommonSOLE
500688106KOSKOSMOS ENERGY LTD$36,6280.01%16,065CommonSOLE
811054402SSPSCRIPPS E W CO OHIO$34,0100.01%11,490CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$32,7960.01%11,348CommonSOLE
03589W102ANNXANNEXON INC$27,2460.01%14,117CommonSOLE
750102105RXTRACKSPACE TECHNOLOGY INC$17,7150.01%10,482CommonSOLE

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.