MondegarAI
Bayesian Capital Management, LP

Q1 2025 · 13F-HR

Bayesian Capital Management, LPholdings as filed

Filed 2025-05-15 · accession 0001420506-25-001279

$604.4M
Reported value
566
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 566

CUSIPTickerIssuerValue% port.SharesClassVoting
17275R102CSCOCISCO SYS INC$13.6M2.26%221,100CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$10.0M1.65%96,900CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8.9M1.47%15,900CommonSOLE
718172109PMPHILIP MORRIS INTL INC$8.8M1.46%55,600CommonSOLE
191216100KOCOCA COLA CO$8.1M1.34%113,150CommonSOLE
806857108SLBSCHLUMBERGER LTD$8.0M1.32%191,100CommonSOLE
98138H101WDAYWORKDAY INC$7.0M1.16%29,900CommonSOLE
097023105BABOEING CO$6.3M1.04%36,900CommonSOLE
15118V207CELHCELSIUS HLDGS INC$5.8M0.96%163,584CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5.8M0.96%10,500CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.7M0.95%51,100CommonSOLE
461202103INTUINTUIT$5.7M0.94%9,300CommonSOLE
172908105CTASCINTAS CORP$5.6M0.92%27,100CommonSOLE
654106103NKENIKE INC$5.5M0.90%86,100CommonSOLE
126650100CVSCVS HEALTH CORP$5.4M0.89%79,700CommonSOLE
679295105OKTAOKTA INC$5.3M0.88%50,800CommonSOLE
902973304USBUS BANCORP DEL$5.3M0.88%125,600CommonSOLE
512807306LRCXLAM RESEARCH CORP$5.3M0.87%72,348CommonSOLE
254687106DISDISNEY WALT CO$5.2M0.86%52,400CommonSOLE
34959E109FTNTFORTINET INC$5.1M0.84%52,700CommonSOLE
922475108VEEVVEEVA SYS INC$4.8M0.80%20,797CommonSOLE
670346105NUENUCOR CORP$4.7M0.78%39,400CommonSOLE
876030107TPRTAPESTRY INC$4.6M0.77%65,935CommonSOLE
03073E105CORCENCORA INC$4.3M0.70%15,300CommonSOLE
30303M102METAMETA PLATFORMS INC$4.1M0.68%7,100CommonSOLE
75513E101RTXRTX CORPORATION$4.0M0.66%29,900CommonSOLE
68389X105ORCLORACLE CORP$4.0M0.65%28,300CommonSOLE
717081103PFEPFIZER INC$3.9M0.64%153,200CommonSOLE
67059N108NTNXNUTANIX INC$3.9M0.64%55,400CommonSOLE
513272104LWLAMB WESTON HLDGS INC$3.9M0.64%72,500CommonSOLE
87612E106TGTTARGET CORP$3.8M0.63%36,263CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$3.7M0.61%46,311CommonSOLE
682189105ONON SEMICONDUCTOR CORP$3.7M0.61%90,800CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.6M0.59%42,400CommonSOLE
315616102FFIVF5 INC$3.5M0.58%13,200CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.4M0.57%16,500CommonSOLE
26884L109EQTEQT CORP$3.4M0.57%64,000CommonSOLE
23331A109DHID R HORTON INC$3.4M0.56%26,800CommonSOLE
78409V104SPGIS&P GLOBAL INC$3.3M0.54%6,412CommonSOLE
060505104BACBANK AMERICA CORP$3.1M0.52%75,400CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$3.1M0.51%8,400CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$3.1M0.51%82,000CommonSOLE
G3922B107GGENPACT LIMITED$3.0M0.50%60,468CommonSOLE
227046109CROXCROCS INC$3.0M0.50%28,600CommonSOLE
364760108GAPGAP INC$3.0M0.50%146,938CommonSOLE
46266C105IQVIQVIA HLDGS INC$3.0M0.50%17,020CommonSOLE
143130102KMXCARMAX INC$3.0M0.49%38,300CommonSOLE
00287Y109ABBVABBVIE INC$3.0M0.49%14,200CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.0M0.49%11,904CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.9M0.49%85,900CommonSOLE
988498101YUMYUM BRANDS INC$2.9M0.48%18,600CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2.9M0.48%17,200CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$2.8M0.47%48,408CommonSOLE
872540109TJXTJX COS INC NEW$2.8M0.46%22,800CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2.8M0.46%44,388CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.7M0.45%37,408CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.7M0.45%1,383CommonSOLE
336433107FSLRFIRST SOLAR INC$2.6M0.43%20,678CommonSOLE
N3167Y103RACEFERRARI N V$2.6M0.42%5,966CommonSOLE
26622P107DOCSDOXIMITY INC$2.5M0.42%43,800CommonSOLE
88579Y101MMM3M CO$2.5M0.42%17,099CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2.5M0.41%4,712CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$2.5M0.41%50,100CommonSOLE
281020107EIXEDISON INTL$2.5M0.41%41,900CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$2.4M0.40%56,031CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2.4M0.40%34,100CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$2.4M0.40%39,300CommonSOLE
03743Q108APAAPA CORPORATION$2.4M0.39%113,500CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.4M0.39%8,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.3M0.39%4,272CommonSOLE
819047101SHAKSHAKE SHACK INC$2.3M0.38%25,900CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2.2M0.37%30,083CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$2.2M0.37%75,600CommonSOLE
M7S64H106MNDYMONDAY COM LTD$2.2M0.37%9,095CommonSOLE
122017106BURLBURLINGTON STORES INC$2.2M0.36%9,200CommonSOLE
45168D104IDXXIDEXX LABS INC$2.1M0.35%5,046CommonSOLE
22266T109CPNGCOUPANG INC$2.1M0.35%96,100CommonSOLE
228368106CCKCROWN HLDGS INC$2.1M0.35%23,369CommonSOLE
115637209BF/BBROWN FORMAN CORP$2.1M0.34%60,700CommonSOLE
071813109BAXBAXTER INTL INC$2.0M0.34%59,300CommonSOLE
82509L107SHOPSHOPIFY INC$2.0M0.33%21,200CommonSOLE
418056107HASHASBRO INC$2.0M0.33%32,209CommonSOLE
983134107WYNNWYNN RESORTS LTD$2.0M0.33%23,646CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.0M0.33%11,900CommonSOLE
G8068L108SNSHARKNINJA INC$1.9M0.32%23,228CommonSOLE
704326107PAYXPAYCHEX INC$1.9M0.31%12,300CommonSOLE
337738108FISVFISERV INC$1.9M0.31%8,479CommonSOLE
718546104PSXPHILLIPS 66$1.8M0.30%14,800CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.8M0.30%27,900CommonSOLE
18915M107NETCLOUDFLARE INC$1.8M0.30%15,884CommonSOLE
74935Q107RBARB GLOBAL INC$1.8M0.29%17,681CommonSOLE
032654105ADIANALOG DEVICES INC$1.8M0.29%8,700CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.8M0.29%38,100CommonSOLE
189054109CLXCLOROX CO DEL$1.8M0.29%11,900CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.7M0.29%14,700CommonSOLE
65290E101NXTNEXTRACKER INC$1.7M0.29%41,400CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.7M0.29%10,170CommonSOLE
337932107FEFIRSTENERGY CORP$1.7M0.28%42,001CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$1.7M0.28%268,532CommonSOLE
15135B101CNCCENTENE CORP DEL$1.7M0.28%27,800CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.7M0.28%6,500CommonSOLE
565788106MARAMARA HOLDINGS INC$1.7M0.28%145,763CommonSOLE
26875P101EOGEOG RES INC$1.7M0.28%13,000CommonSOLE
464287804IJRISHARES TR$1.7M0.27%15,800CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.27%6,900CommonSOLE
49177J102KVUEKENVUE INC$1.6M0.27%68,100CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$1.6M0.27%60,800CommonSOLE
16679L109CHWYCHEWY INC$1.6M0.27%49,936CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.6M0.27%7,402CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$1.6M0.26%35,418CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.6M0.26%7,700CommonSOLE
833445109SNOWSNOWFLAKE INC$1.6M0.26%10,879CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$1.6M0.26%35,814CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$1.5M0.25%45,600CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.5M0.25%9,197CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$1.5M0.25%24,700CommonSOLE
751212101RLRALPH LAUREN CORP$1.5M0.24%6,647CommonSOLE
037833100AAPLAPPLE INC$1.5M0.24%6,600CommonSOLE
452327109ILMNILLUMINA INC$1.5M0.24%18,400CommonSOLE
42809H107HESHESS CORP$1.4M0.24%8,996CommonSOLE
37940X102GPNGLOBAL PMTS INC$1.4M0.24%14,600CommonSOLE
277432100EMNEASTMAN CHEM CO$1.4M0.24%16,218CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$1.4M0.23%41,318CommonSOLE
437076102HDHOME DEPOT INC$1.4M0.23%3,800CommonSOLE
11135F101AVGOBROADCOM INC$1.4M0.23%8,242CommonSOLE
038222105AMATAPPLIED MATLS INC$1.4M0.23%9,500CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$1.4M0.23%4,052CommonSOLE
093671105HRBBLOCK H & R INC$1.3M0.22%24,421CommonSOLE
781154109RBRKRUBRIK INC.$1.3M0.22%21,881CommonSOLE
20717M1038QRCONFLUENT INC$1.3M0.21%55,343CommonSOLE
099724106BWABORGWARNER INC$1.3M0.21%45,100CommonSOLE
012653101ALBALBEMARLE CORP$1.3M0.21%17,900CommonSOLE
00130H105AESAES CORP$1.3M0.21%102,600CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$1.3M0.21%32,300CommonSOLE
74340W103PLDPROLOGIS INC.$1.3M0.21%11,200CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$1.2M0.20%11,029CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$1.2M0.20%9,956CommonSOLE
N14506104ESTCELASTIC N V$1.2M0.20%13,818CommonSOLE
74736L109QTWOQ2 HLDGS INC$1.2M0.20%15,300CommonSOLE
256746108DLTRDOLLAR TREE INC$1.2M0.20%16,000CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.2M0.20%14,200CommonSOLE
25746U109DDOMINION ENERGY INC$1.2M0.19%20,981CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$1.2M0.19%10,400CommonSOLE
46187W107INVHINVITATION HOMES INC$1.2M0.19%33,200CommonSOLE
443573100HUBSHUBSPOT INC$1.1M0.19%1,986CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.1M0.19%29,100CommonSOLE
338307101FIVNFIVE9 INC$1.1M0.18%40,900CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$1.1M0.18%4,861CommonSOLE
81211K100SDASEALED AIR CORP NEW$1.1M0.18%38,099CommonSOLE
548661107LOWLOWES COS INC$1.1M0.18%4,663CommonSOLE
422806109HEIHEICO CORP NEW$1.1M0.18%4,051CommonSOLE
925652109VICIVICI PPTYS INC$1.1M0.18%33,100CommonSOLE
15677J108DAYDAYFORCE INC$1.1M0.18%18,500CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$1.1M0.18%20,000CommonSOLE
G4705A100ICLRICON PLC$1.1M0.18%6,100CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.0M0.17%16,400CommonSOLE
879369106TFXTELEFLEX INCORPORATED$1.0M0.17%7,555CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1.0M0.17%6,200CommonSOLE
536797103LADLITHIA MTRS INC$1.0M0.17%3,500CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.0M0.17%2,973CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.0M0.17%6,400CommonSOLE
77543R102ROKUROKU INC$1.0M0.17%14,500CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.0M0.17%2,763CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.0M0.17%37,500CommonSOLE
46222L108IONQIONQ INC$1.0M0.17%46,100CommonSOLE
G02602103DOXAMDOCS LTD$1.0M0.17%11,103CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$1.0M0.17%70,200CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.0M0.17%32,400CommonSOLE
574795100MASIMASIMO CORP$999,6000.17%6,000CommonSOLE
30063P105EXKEXACT SCIENCES CORP$996,2330.16%23,013CommonSOLE
G9460G101VALVALARIS LTD$989,8620.16%25,213CommonSOLE
577081102MATMATTEL INC$988,9870.16%50,900CommonSOLE
067901108ABXBARRICK GOLD CORP$972,0000.16%50,000CommonSOLE
Y2573F102FLEXFLEX LTD$962,5620.16%29,098CommonSOLE
018802108LNTALLIANT ENERGY CORP$958,8150.16%14,900CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$944,5590.16%2,705CommonSOLE
12504L109CBRECBRE GROUP INC$941,6160.16%7,200CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$938,0370.16%5,234CommonSOLE
86333M108LRNSTRIDE INC$936,1000.15%7,400CommonSOLE
316773100FITBFIFTH THIRD BANCORP$931,3920.15%23,760CommonSOLE
526057104LENLENNAR CORP$929,7180.15%8,100CommonSOLE
701094104PHPARKER-HANNIFIN CORP$928,1870.15%1,527CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$920,1720.15%13,106CommonSOLE
80874P109LNWOLIGHT & WONDER INC$918,0660.15%10,600CommonSOLE
427866108HSYHERSHEY CO$917,5760.15%5,365CommonSOLE
904311107UAAUNDER ARMOUR INC$915,0000.15%146,400CommonSOLE
090040106BILIBILIBILI INC$911,5470.15%47,700CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$905,3750.15%27,295CommonSOLE
80105N105SNYSANOFI$897,5090.15%16,183CommonSOLE
922908363VOOVANGUARD INDEX FDS$895,2310.15%1,742CommonSOLE
172755100CRUSCIRRUS LOGIC INC$878,8570.15%8,819CommonSOLE
406216101HALHALLIBURTON CO$877,8020.15%34,600CommonSOLE
G97822103PRGOPERRIGO CO PLC$874,8480.14%31,200CommonSOLE
G037AX101AMBAAMBARELLA INC$869,1490.14%17,269CommonSOLE
204166102CVLTCOMMVAULT SYS INC$866,1020.14%5,490CommonSOLE
36467W109GMEGAMESTOP CORP NEW$863,7840.14%38,700CommonSOLE
688239201OSKOSHKOSH CORP$863,3720.14%9,177CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$862,7550.14%7,578CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$862,6340.14%16,570CommonSOLE
670100205NVONOVO-NORDISK A S$861,0560.14%12,400CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$851,8400.14%12,100CommonSOLE
88642R109TDWTIDEWATER INC NEW$849,6270.14%20,100CommonSOLE
778296103ROSTROSS STORES INC$845,2030.14%6,614CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$839,6640.14%12,600CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$832,6520.14%17,200CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$828,8730.14%37,900CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$826,9470.14%9,900CommonSOLE
30050B101EVHEVOLENT HEALTH INC$818,6440.14%86,446CommonSOLE
70975L107PENPENUMBRA INC$815,3330.13%3,049CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$813,3880.13%4,300CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$797,6040.13%11,855CommonSOLE
125269100CFCF INDS HLDGS INC$797,1300.13%10,200CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$789,1200.13%96,000CommonSOLE
75960P104RELYREMITLY GLOBAL INC$786,2400.13%37,800CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$780,8400.13%21,600CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$777,1680.13%6,679CommonSOLE
12514G108CDWCDW CORP$773,8960.13%4,829CommonSOLE
464287523SOXXISHARES TR$771,4970.13%4,100CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$762,2280.13%27,900CommonSOLE
595112103MUMICRON TECHNOLOGY INC$755,9430.13%8,700CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$744,6330.12%26,100CommonSOLE
G3265R107APTVAPTIV PLC$743,7500.12%12,500CommonSOLE
34959J108FTVFORTIVE CORP$740,4350.12%10,118CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$740,2610.12%10,300CommonSOLE
589400100MCYMERCURY GENL CORP NEW$737,8800.12%13,200CommonSOLE
366651107ITGARTNER INC$735,8040.12%1,753CommonSOLE
607828100MODMODINE MFG CO$733,5760.12%9,558CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$732,8100.12%3,900CommonSOLE
63947X101NCNONCINO INC$727,9280.12%26,499CommonSOLE
89469A104THSTREEHOUSE FOODS INC$727,6640.12%26,861CommonSOLE
640491106NEOGNEOGEN CORP$725,3060.12%83,657CommonSOLE
835699307SONYSONY GROUP CORP$720,0600.12%28,360CommonSOLE
464287507IJHISHARES TR$717,7050.12%12,300CommonSOLE
F21107101CSTMCONSTELLIUM SE$716,3900.12%71,000CommonSOLE
311900104FASTFASTENAL CO$713,6150.12%9,202CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$712,0870.12%25,100CommonSOLE
73278L105POOLPOOL CORP$700,3700.12%2,200CommonSOLE
231561101CWCURTISS WRIGHT CORP$696,7250.12%2,196CommonSOLE
00090Q103ADTADT INC DEL$694,3420.11%85,300CommonSOLE
33829M101FIVEFIVE BELOW INC$693,9550.11%9,262CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$693,1580.11%32,300CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$690,2050.11%59,398CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$681,4200.11%49,200CommonSOLE
90364P105PATHUIPATH INC$674,6500.11%65,500CommonSOLE
91879Q109MTNVAIL RESORTS INC$672,0840.11%4,200CommonSOLE
10576N102BRZEBRAZE INC$663,8720.11%18,400CommonSOLE
00108J109ACMRACM RESH INC$661,1520.11%28,327CommonSOLE
552848103MTGMGIC INVT CORP WIS$659,1480.11%26,600CommonSOLE
H5919C104ONONON HLDG AG$654,4080.11%14,900CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$652,7300.11%13,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$646,2040.11%3,400CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$645,8050.11%2,985CommonSOLE
902494103TSNTYSON FOODS INC$644,4810.11%10,100CommonSOLE
724479100PBIPITNEY BOWES INC$643,0120.11%71,051CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$638,1260.11%15,100CommonSOLE
929042109VNOVORNADO RLTY TR$631,4930.10%17,072CommonSOLE
205887102CAGCONAGRA BRANDS INC$629,4120.10%23,600CommonSOLE
76156B107RVLVREVOLVE GROUP INC$624,0700.10%29,040CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$621,8990.10%48,700CommonSOLE
37733W204GSKGSK PLC$613,5250.10%15,837CommonSOLE
88339J105TTDTHE TRADE DESK INC$613,5210.10%11,212CommonSOLE
354613101BENFRANKLIN RESOURCES INC$609,3400.10%31,654CommonSOLE
465741106ITRIITRON INC$607,6080.10%5,800CommonSOLE
767204100RIORIO TINTO PLC$604,9460.10%10,069CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$600,4950.10%66,500CommonSOLE
29364G103ETRENTERGY CORP NEW$589,8810.10%6,900CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$588,4300.10%24,776CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$580,9860.10%17,400CommonSOLE
739128106POWLPOWELL INDS INC$580,6550.10%3,409CommonSOLE
596278101MIDDMIDDLEBY CORP$576,4600.10%3,793CommonSOLE
103304101BYDBOYD GAMING CORP$572,7210.09%8,700CommonSOLE
184496107CLHCLEAN HARBORS INC$571,5900.09%2,900CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$565,0880.09%5,054CommonSOLE
48242W106KBRKBR INC$557,8720.09%11,200CommonSOLE
69047Q102OVVOVINTIV INC$556,4000.09%13,000CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$548,9590.09%47,202CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$547,3600.09%1,100CommonSOLE
705573103PEGAPEGASYSTEMS INC$542,0470.09%7,797CommonSOLE
39813G109GDYNGRID DYNAMICS HLDGS INC$533,6650.09%34,100CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$533,0850.09%31,266CommonSOLE
589378108MRCYMERCURY SYS INC$529,9210.09%12,298CommonSOLE
004498101ACIWACI WORLDWIDE INC$525,2160.09%9,600CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$523,6920.09%46,800CommonSOLE
268150109DTDYNATRACE INC$520,8190.09%11,046CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$520,5980.09%13,916CommonSOLE
911363109URIUNITED RENTALS INC$517,6540.09%826CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$514,5900.09%51,000CommonSOLE
29977A105EVREVERCORE INC$511,8820.08%2,563CommonSOLE
399473206GRPNGROUPON INC$510,5440.08%27,200CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$509,7540.08%5,300CommonSOLE
580135101MCDMCDONALDS CORP$507,6010.08%1,625CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$507,5070.08%18,556CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$501,9750.08%20,700CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$499,0820.08%13,783CommonSOLE
889478103TOLTOLL BROTHERS INC$496,2730.08%4,700CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$494,3120.08%4,900CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$492,9360.08%924CommonSOLE
456788108INFYINFOSYS LTD$487,2750.08%26,700CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$486,6920.08%43,300CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$486,5380.08%23,722CommonSOLE
87484T108TALOTALOS ENERGY INC$478,3890.08%49,217CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$475,4960.08%121,300CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$475,0840.08%7,300CommonSOLE
45828L108IASINTEGRAL AD SCIENCE HLDNG CO$468,2860.08%58,100CommonSOLE
G4412G101HLFHERBALIFE LTD$467,6420.08%54,188CommonSOLE
75281A109RRCRANGE RES CORP$467,1810.08%11,700CommonSOLE
917047102URBNURBAN OUTFITTERS INC$466,3600.08%8,900CommonSOLE
038923108ABRARBOR REALTY TRUST INC$464,1250.08%39,500CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$463,7230.08%7,617CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$463,6550.08%4,700CommonSOLE
G98239109XPXP INC$463,3750.08%33,700CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$462,1720.08%20,500CommonSOLE
256677105DGDOLLAR GEN CORP NEW$457,2360.08%5,200CommonSOLE
00206R102TAT&T INC$455,3080.08%16,100CommonSOLE
872590104TMUST-MOBILE US INC$453,4070.08%1,700CommonSOLE
372460105GPCGENUINE PARTS CO$452,7320.07%3,800CommonSOLE
871829107SYYSYSCO CORP$452,4160.07%6,029CommonSOLE
387328107GVAGRANITE CONSTR INC$452,4000.07%6,000CommonSOLE
226718104CRTOCRITEO S A$452,1500.07%12,769CommonSOLE
04016X101ARGXARGENX SE$450,4090.07%761CommonSOLE
464287655IWMISHARES TR$449,8500.07%2,255CommonSOLE
90384S303ULTAULTA BEAUTY INC$447,9120.07%1,222CommonSOLE
G01767105ALKSALKERMES PLC$445,7700.07%13,500CommonSOLE
78464A714XRTSPDR SER TR$442,1760.07%6,400CommonSOLE
693656100PVHPVH CORPORATION$440,0040.07%6,807CommonSOLE
G3323L100FNFABRINET$439,0650.07%2,223CommonSOLE
30041R108EVEREVERQUOTE INC$434,7020.07%16,598CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$434,0000.07%43,400CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$424,0490.07%23,480CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$422,4650.07%853CommonSOLE
04010E109AGXARGAN INC$419,7440.07%3,200CommonSOLE
001055102AFLAFLAC INC$411,4030.07%3,700CommonSOLE
830566105SKAASKECHERS U S A INC$409,3840.07%7,210CommonSOLE
05534B760BCEBCE INC$404,0960.07%17,600CommonSOLE
26210C104DBXDROPBOX INC$397,9790.07%14,900CommonSOLE
69553P100PDPAGERDUTY INC$392,8050.06%21,500CommonSOLE
532457108LLYELI LILLY & CO$390,6550.06%473CommonSOLE
30040P103EVTCEVERTEC INC$382,4080.06%10,400CommonSOLE
421298100HAYWHAYWARD HLDGS INC$381,4080.06%27,400CommonSOLE
896288107TNETTRINET GROUP INC$377,4200.06%4,763CommonSOLE
608190104MHKMOHAWK INDS INC$376,7940.06%3,300CommonSOLE
75737F108RDFNREDFIN CORP$376,6890.06%40,900CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$374,8200.06%3,000CommonSOLE
12662P108CVICVR ENERGY INC$374,4200.06%19,300CommonSOLE
401617105GU9GUESS INC$374,0550.06%33,790CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$367,7450.06%24,500CommonSOLE
5168062058LP1VITAL ENERGY INC$366,8730.06%17,289CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$366,6250.06%700CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$365,8340.06%7,305CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$364,6770.06%5,447CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$362,3040.06%11,100CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$359,0580.06%30,900CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$357,2660.06%43,463CommonSOLE
98423F109XMTRXOMETRY INC$356,9790.06%14,325CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$355,3780.06%27,400CommonSOLE
01741R102ATIATI INC$354,6360.06%6,816CommonSOLE
128030202CALMCAL MAINE FOODS INC$354,5100.06%3,900CommonSOLE
088606108BHPBHP GROUP LTD$354,3420.06%7,300CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$347,3200.06%15,200CommonSOLE
518439104ELLAUDER ESTEE COS INC$343,2000.06%5,200CommonSOLE
86771W105RUNSUNRUN INC$342,2240.06%58,400CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$342,1550.06%5,500CommonSOLE
37959E102GLGLOBE LIFE INC$339,3110.06%2,576CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$338,3450.06%4,900CommonSOLE
343412102FLRFLUOR CORP NEW$336,7080.06%9,400CommonSOLE
85208T107CXMSPRINKLR INC$335,6700.06%40,200CommonSOLE
05352A100AVTRAVANTOR INC$335,5470.06%20,700CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$335,1200.06%4,000CommonSOLE
67079K100SMRNUSCALE PWR CORP$332,7600.06%23,500CommonSOLE
670002401NVAXNOVAVAX INC$330,1150.05%51,500CommonSOLE
64110L106NFLXNETFLIX INC$328,2510.05%352CommonSOLE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$325,5570.05%59,300CommonSOLE
74766W108QUBTQUANTUM COMPUTING INC$324,8000.05%40,600CommonSOLE
30226D106EXTREXTREME NETWORKS$322,1900.05%24,353CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$320,6060.05%3,800CommonSOLE
M6191J100FROGJFROG LTD$320,0000.05%10,000CommonSOLE
38267D109GSHDGOOSEHEAD INS INC$314,2760.05%2,662CommonSOLE
231021106CMICUMMINS INC$313,4400.05%1,000CommonSOLE
817565104SCISERVICE CORP INTL$312,7800.05%3,900CommonSOLE
983793100XPOXPO INC$311,9820.05%2,900CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$311,8140.05%1,800CommonSOLE
69343T107PJTPJT PARTNERS INC$310,7820.05%2,254CommonSOLE
704551100BTUPEABODY ENERGY CORP$306,2300.05%22,600CommonSOLE
98585X104YETIYETI HLDGS INC$304,5200.05%9,200CommonSOLE
464287200IVVISHARES TR$303,4260.05%540CommonSOLE
902653104UDRUDR INC$302,6390.05%6,700CommonSOLE
023608102AEEAMEREN CORP$301,2000.05%3,000CommonSOLE
20602D101CNXCCONCENTRIX CORP$300,4560.05%5,400CommonSOLE
260003108DOVDOVER CORP$298,6560.05%1,700CommonSOLE
922280102VRNSVARONIS SYS INC$298,6420.05%7,383CommonSOLE
03938L203MTARCELORMITTAL SA LUXEMBOURG$297,1550.05%10,300CommonSOLE
974637100WGOWINNEBAGO INDS INC$294,8400.05%8,556CommonSOLE
415858109HROWHARROW INC$294,1430.05%11,058CommonSOLE
148929102CAVACAVA GROUP INC$293,8800.05%3,401CommonSOLE
68213N109OMCLOMNICELL COM$293,6990.05%8,401CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$293,3810.05%7,577CommonSOLE
48553T106BZKANZHUN LIMITED$293,3010.05%15,300CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$288,4750.05%5,500CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$288,4540.05%26,908CommonSOLE
15101Q207CLSCELESTICA INC$288,2080.05%3,657CommonSOLE
83570H108SONOSONOS INC$287,6530.05%26,959CommonSOLE
64115T104NTCTNETSCOUT SYS INC$284,6640.05%13,549CommonSOLE
960413102WLKWESTLAKE CORPORATION$284,1850.05%2,841CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$283,7010.05%3,300CommonSOLE
127055101CBTCABOT CORP$282,6760.05%3,400CommonSOLE
904311206UAUNDER ARMOUR INC$282,6250.05%47,500CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$278,4600.05%28,560CommonSOLE
09073M104TECHBIO-TECHNE CORP$276,4400.05%4,715CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$276,0100.05%7,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$273,0240.05%1,600CommonSOLE
50187T106LGIHLGI HOMES INC$272,5270.05%4,100CommonSOLE
118440106BKEBUCKLE INC$272,4170.05%7,109CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$272,3040.05%9,300CommonSOLE
G87264100TGLSTECNOGLASS INC$270,9600.04%3,787CommonSOLE
556269108SHOOMADDEN STEVEN LTD$269,0640.04%10,100CommonSOLE
343498101FLOFLOWERS FOODS INC$268,3260.04%14,115CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$267,8430.04%5,214CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$266,0840.04%9,100CommonSOLE
878742204TECKTECK RESOURCES LTD$265,9390.04%7,300CommonSOLE
09062X103BIIBBIOGEN INC$265,4700.04%1,940CommonSOLE
412822108HOGHARLEY DAVIDSON INC$264,2410.04%10,465CommonSOLE
000957100ABMABM INDS INC$263,7480.04%5,569CommonSOLE
691497309OXMOXFORD INDS INC$262,9000.04%4,481CommonSOLE
759916109RGENREPLIGEN CORP$262,8780.04%2,066CommonSOLE
222070203COTYCOTY INC$262,5600.04%48,000CommonSOLE
85209W109SPTSPROUT SOCIAL INC$261,6810.04%11,900CommonSOLE
G65163100JOBYJOBY AVIATION INC$260,6660.04%43,300CommonSOLE
816850101SMTCSEMTECH CORP$259,9260.04%7,556CommonSOLE
254543101DIODDIODES INC$258,3720.04%5,985CommonSOLE
03782L101APPNAPPIAN CORP$257,9650.04%8,954CommonSOLE
N20944109CNHCNH INDL N V$257,8800.04%21,000CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$256,4450.04%8,500CommonSOLE
737446104POSTPOST HLDGS INC$255,9920.04%2,200CommonSOLE
49446R109KIMKIMCO RLTY CORP$254,8800.04%12,000CommonSOLE
57142B104MQMARQETA INC$253,0550.04%61,421CommonSOLE
163086101CHEFCHEFS WHSE INC$251,3330.04%4,615CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$250,5830.04%19,410CommonSOLE
52661A108DRSLEONARDO DRS INC$249,8880.04%7,600CommonSOLE
063671101BMOBANK MONTREAL QUE$248,3260.04%2,600CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$248,1020.04%1,900CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$245,7600.04%2,893CommonSOLE
750236101RDNRADIAN GROUP INC$244,7180.04%7,400CommonSOLE
011532108AGIALAMOS GOLD INC NEW$243,3340.04%9,100CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$242,5670.04%2,680CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$239,9960.04%6,138CommonSOLE
939653101ELMEELME COMMUNITIES$238,3800.04%13,700CommonSOLE
929089100VOYAVOYA FINANCIAL INC$237,0920.04%3,499CommonSOLE
088929104BGCBGC GROUP INC$236,5860.04%25,800CommonSOLE
40415F101HDBHDFC BANK LTD$236,2610.04%3,556CommonSOLE
68386H103OPFIOPPFI INC$235,2900.04%25,300CommonSOLE
632307104NTRANATERA INC$234,5990.04%1,659CommonSOLE
98978V103ZTSZOETIS INC$232,4860.04%1,412CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$230,2690.04%2,600CommonSOLE
03213A104AMPLAMPLITUDE INC$230,0900.04%22,580CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$228,3300.04%8,600CommonSOLE
26969P108EXPEAGLE MATLS INC$228,1440.04%1,028CommonSOLE
457642205INODINNODATA INC$227,8930.04%6,348CommonSOLE
00214Q104ARKKARK ETF TR$227,2420.04%4,776CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$226,6530.04%25,100CommonSOLE
807066105SCHLSCHOLASTIC CORP$226,2770.04%11,985CommonSOLE
G89479102TRMDTORM PLC$226,1220.04%13,721CommonSOLE
14167L103CDNACAREDX INC$225,4250.04%12,700CommonSOLE
827048109SLGNSILGAN HLDGS INC$223,4460.04%4,371CommonSOLE
02005N100ALLYALLY FINL INC$222,4670.04%6,100CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$222,2880.04%8,800CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$221,8290.04%15,556CommonSOLE
65249B208NWSNEWS CORP NEW$221,7620.04%7,302CommonSOLE
19247G107COHRCOHERENT CORP$220,7960.04%3,400CommonSOLE
690732102ACHOWENS & MINOR INC NEW$220,3320.04%24,400CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$220,1100.04%3,300CommonSOLE
N00985106AERAERCAP HOLDINGS NV$219,3590.04%2,147CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$218,4010.04%2,706CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$217,6940.04%8,900CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$216,2930.04%4,338CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$215,3880.04%4,796CommonSOLE
N82405106STLASTELLANTIS N.V$215,2320.04%19,200CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$214,4640.04%19,200CommonSOLE
78463M107SPSCSPS COMM INC$213,5630.04%1,609CommonSOLE
117043109BCBRUNSWICK CORP$210,0150.03%3,900CommonSOLE
G8232Y101PENGUIN SOLUTIONS INC$208,4400.03%12,000CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$207,5700.03%51,000CommonSOLE
35909R108ULCCFRONTIER GROUP HLDGS INC$207,4560.03%47,801CommonSOLE
03957W106AROCARCHROCK INC$207,2960.03%7,900CommonSOLE
860630102SFSTIFEL FINL CORP$207,2780.03%2,199CommonSOLE
00676P107ADEAADEIA INC$206,9990.03%15,658CommonSOLE
404251100HNIHNI CORP$206,7150.03%4,661CommonSOLE
171779309CIENCIENA CORP$205,7640.03%3,405CommonSOLE
G85158106STNESTONECO LTD$205,4080.03%19,600CommonSOLE
600544100MLKNMILLERKNOLL INC$204,8550.03%10,703CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$204,5440.03%9,400CommonSOLE
985817105YELPYELP INC$204,4060.03%5,520CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$203,4600.03%5,350CommonSOLE
H2906T109GRMNGARMIN LTD$202,3650.03%932CommonSOLE
74319R101PRGPROG HOLDINGS INC$200,8300.03%7,550CommonSOLE
76680R206RNGRINGCENTRAL INC$200,5560.03%8,100CommonSOLE
358054104FRSHFRESHWORKS INC$200,4610.03%14,207CommonSOLE
554382101MACMACERICH CO$197,9700.03%11,530CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$197,5390.03%59,321CommonSOLE
014491104ALEXALEXANDER & BALDWIN INC NEW$196,1640.03%11,385CommonSOLE
52466B103LZLEGALZOOM COM INC$190,5050.03%22,126CommonSOLE

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.