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Quantitative Investment Management, LLC

Q2 2024 · 13F-HR

Quantitative Investment Management, LLCholdings as filed

Filed 2024-08-14 · accession 0001445911-24-000005

$917,458
Reported value
300
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAmazon.com Inc$91,78010.0%474,930CommonSOLE
037833100AAPLApple Inc$46,6355.08%221,418CommonSOLE
81369Y407XLYConsumer Discretionary Select Sector SPD$46,3465.05%254,093CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$29,2053.18%180,049CommonSOLE
369604301GEGE Aerospace$25,9382.83%163,166CommonSOLE
458140100INTCIntel Corp$18,5002.02%597,364CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$17,3571.89%51,201CommonSOLE
78463V107GLDSPDR Gold Trust$17,2331.88%80,153CommonSOLE
126650100CVSCvs Health Corp$16,6111.81%281,263CommonSOLE
87612E106TGTTARGET CORP$15,6831.71%105,943CommonSOLE
81369Y704XLISPDR S&P Industrial ETF$14,2091.55%116,594CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$13,4711.47%324,390CommonSOLE
G29183103ETNEATON CORP PLC$13,4381.46%42,860CommonSOLE
81369Y886XLUSPDR S&P Utilities ETF$12,9651.41%190,282CommonSOLE
92189F106GDXVanEck Gold Miners ETF$11,2231.22%330,787CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11,1231.21%177,553CommonSOLE
30231G102XOMExxon Mobil Corp$9,9881.09%86,766CommonSOLE
855244109SBUXStarbucks Corp$9,5821.04%123,083CommonSOLE
595112103MUMICRON TECHNOLOGY INC$8,9820.98%68,292CommonSOLE
09857L108BKNGBooking Holdings Inc$8,8340.96%2,230CommonSOLE
254687106DISWALT DISNEY CO (THE)$8,6180.94%86,802CommonSOLE
464287515IGVIshr S&P Gs Sftw$8,5400.93%98,278CommonSOLE
75513E101RTXRtx Corp$8,4550.92%84,222CommonSOLE
550021109LULULululemon Athletica inc.$8,3090.91%27,820CommonSOLE
539830109LMTLockheed Martin Corp$8,3050.91%17,782CommonSOLE
464288752ITBiShares U.S. Home Construction ETF$7,7600.85%76,795CommonSOLE
256677105DGDollar General Corp$7,5720.83%57,267CommonSOLE
94106L109WMWASTE MANAGEMENT INC$6,9370.76%32,519CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6,7050.73%14,306CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6,6140.72%13,077CommonSOLE
78464A888XHBSPDR S&P Homebuilders ETF$6,5600.72%64,908CommonSOLE
30303M102METAMeta Platforms Inc$6,4560.70%12,804CommonSOLE
58733R102MELIMercadoLibre Inc$6,2610.68%3,810CommonSOLE
G51502105JCIJohnson Controls Inc$6,2310.68%93,745CommonSOLE
231021106CMICUMMINS INC$6,2170.68%22,452CommonSOLE
149123101CATCaterpillar Inc$6,0900.66%18,285CommonSOLE
872590104TMUST-Mobile US Inc$5,9510.65%33,780CommonSOLE
68389X105ORCLOracle Corp$5,4750.60%38,779CommonSOLE
501044101KRKroger Co (The)$5,0900.55%101,952CommonSOLE
12008R107BLDRBuilders FirstSource Inc$5,0430.55%36,436CommonSOLE
461202103INTUIntuit Inc$5,0210.55%7,640CommonSOLE
949746101WMT2Wells Fargo & Co$4,9410.54%83,202CommonSOLE
247361702DALDelta Air Lines Inc$4,8230.53%101,669CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$4,7840.52%4,552CommonSOLE
81369Y209XLVSPDR S&P Health Care ETF$4,7740.52%32,761CommonSOLE
58933Y105MRKMERCK & CO INC$4,5940.50%37,116CommonSOLE
143658300CCL1EURCarnival Corp$4,5940.50%245,456CommonSOLE
478160104JNJJohnson & Johnson$4,5590.50%31,194CommonSOLE
92686J106VKTXViking Therapeutics Inc$4,4820.49%84,567CommonSOLE
443201108HWMHowmet Aerospace$4,3740.48%56,351CommonSOLE
81762P102NOWServiceNow Inc$4,3690.48%5,554CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4,2360.46%18,295CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$4,2320.46%20,926CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$4,0100.44%4,895CommonSOLE
64110L106NFLXNETFLIX INC$3,9770.43%5,893CommonSOLE
718172109PMPhilip Morris International Inc$3,8970.42%38,461CommonSOLE
438516106HONHoneywell International Inc$3,7410.41%17,522CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$3,7090.40%23,267CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3,6480.40%88,480CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$3,6290.40%300,114CommonSOLE
464287739IYRISHARES U.S. REAL ESTATE ETF$3,6100.39%41,154CommonSOLE
146869102CVNACarvana Co Cl A$3,1500.34%24,474CommonSOLE
172967424CCITIGROUP INC COM NEW$3,1170.34%49,132CommonSOLE
929740108WABWestinghouse Air Brake Technologies Corp$3,0250.33%19,142CommonSOLE
443510607HUBBHubbell Inc Cl B$2,9780.32%8,150CommonSOLE
33829M101FIVEFive Below Inc$2,9610.32%27,180CommonSOLE
580135101MCDMCDONALD'S CORP$2,9480.32%11,571CommonSOLE
15118V207CELHCelsius Holdings$2,9290.32%51,312CommonSOLE
78409V104SPGIS&P GLOBAL INC$2,8790.31%6,456CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2,8340.31%9,771CommonSOLE
81369Y605XLFSPDR S&P Financial ETF$2,8300.31%68,846CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2,8220.31%6,344CommonSOLE
518439104ELESTEE LAUDER COMPANIES INC (THE)$2,7120.30%25,489CommonSOLE
020002101ALLAllstate Corp (The)$2,6610.29%16,667CommonSOLE
464287184FXIiShares China Large-Cap ETF$2,6520.29%102,065CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2,6360.29%15,082CommonSOLE
693718108PCARPACCAR Inc$2,5760.28%25,026CommonSOLE
464287556IBBiShares Biotechnology ETF$2,4800.27%18,071CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2,3210.25%47,774CommonSOLE
89677Q107TCOMTrip.com Group Ltd$2,2740.25%48,394CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$2,2680.25%9,336CommonSOLE
893641100TDGTransdigm Group Inc$2,2520.25%1,763CommonSOLE
717081103PFEPfizer Inc$2,2420.24%80,150CommonSOLE
760759100RSGREPUBLIC SERVICES INC$2,2310.24%11,482CommonSOLE
159864107CRLCharles River Laboratories International$2,2220.24%10,758CommonSOLE
G0403H108AONAon Class A$2,1650.24%7,376CommonSOLE
81369Y860XLREReal Estate Select Sector SPDR Fund$2,1270.23%55,396CommonSOLE
743315103PGRPROGRESSIVE CORP (THE)$2,1270.23%10,243CommonSOLE
G8994E103TTTrane Technologies Plc$2,1160.23%6,434CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$2,1090.23%6,856CommonSOLE
88339J105TTDThe Trade Desk Inc Cl A$2,0590.22%21,083CommonSOLE
477143101JBLUJetBlue Airways Corp$2,0590.22%338,211CommonSOLE
00287Y109ABBVAbbVie Inc$2,0270.22%11,820CommonSOLE
46434G822EWJISHARES MSCI JAPAN INDEX FUND$2,0070.22%29,413CommonSOLE
526057104LENLENNAR CORP$1,9920.22%13,292CommonSOLE
23331A109DHID.R. HORTON INC$1,9810.22%14,059CommonSOLE
00214Q302ARKGARK Genomic Revolution ETF$1,9280.21%82,149CommonSOLE
13646K108CPCanadian Pacific Kansas City Limited$1,8050.20%22,934CommonSOLE
452327109ILMNILLUMINA INC$1,7910.20%17,165CommonSOLE
294429105EFXEQUIFAX INC$1,7580.19%7,251CommonSOLE
911363109URIUnited Rentals Inc$1,7490.19%2,705CommonSOLE
934423104WBDWarner Bros Disc Inc$1,7460.19%234,758CommonSOLE
92189F791GDXJVanEck Junior Gold Miners ETF$1,7150.19%40,738CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$1,7010.19%10,766CommonSOLE
25746U109DDominion Energy Inc$1,6880.18%34,452CommonSOLE
02209S103MOAltria Group$1,6860.18%37,034CommonSOLE
384802104GWWW.W. GRAINGER INC$1,6810.18%1,864CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$1,6640.18%5,894CommonSOLE
74340W103PLDPROLOGIS INC$1,6260.18%14,486CommonSOLE
922908553VNQVanguard Real Estate ETF$1,6200.18%19,341CommonSOLE
03027X100AMTAMERICAN TOWER CORP (REIT)$1,6180.18%8,327CommonSOLE
874054109TTWOTake-Two Interactive Software Inc$1,6100.18%10,360CommonSOLE
92345Y106VRSKVerisk Analytics Inc$1,5700.17%5,826CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$1,5640.17%8,040CommonSOLE
98419M100XYLXylem Inc$1,5620.17%11,517CommonSOLE
23282W605CYTKCYTOKINETICS INC$1,5500.17%28,624CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$1,5400.17%3,161CommonSOLE
40434L105HPQHP Inc$1,5250.17%43,550CommonSOLE
74762E102QUREQuanta Services Inc$1,5250.17%6,003CommonSOLE
462260100IOVAIovance Biotherapeutics Inc$1,5030.16%187,508CommonSOLE
N00985106AERAercap Holdings N.V.$1,4580.16%15,644CommonSOLE
78464A870XBISPDR S&P Biotech ETF$1,4530.16%15,683CommonSOLE
336433107FSLRFirst Solar Inc$1,4410.16%6,395CommonSOLE
615369105MCOMOODY'S CORP$1,4130.15%3,359CommonSOLE
983793100XPOXPO Inc$1,4110.15%13,300CommonSOLE
25278X109FANGDiamondback Energy Inc$1,4090.15%7,040CommonSOLE
574795100MASIMasimo Corp$1,4020.15%11,134CommonSOLE
889478103TOLToll Brothers Inc$1,3920.15%12,087CommonSOLE
238337109PLAYDave & Buster's Entertainment Inc$1,3610.15%34,205CommonSOLE
871829107SYYSysco Corp$1,3610.15%19,074CommonSOLE
745867101PHMPultegroup Inc$1,3570.15%12,330CommonSOLE
26922A842JETSU.S. Global Jets ETF$1,3490.15%68,630CommonSOLE
191216100KOCOCA-COLA CO (THE)$1,3240.14%20,812CommonSOLE
844741108LUVSOUTHWEST AIRLINES CO$1,3130.14%45,927CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1,3130.14%12,326CommonSOLE
871607107SNPSSynopsys Inc$1,3030.14%2,191CommonSOLE
45104G104IBNICICI BANK LTD$1,2790.14%44,397CommonSOLE
29084Q100EMEEmcor Group Inc$1,2650.14%3,466CommonSOLE
500255104KSSKOHL'S CORP$1,2620.14%54,929CommonSOLE
83304A106SNAPSnap Inc Class A$1,2520.14%75,415CommonSOLE
74736K101QRVOQorvo Inc$1,2510.14%10,786CommonSOLE
086516101BBYBest Buy Co. Inc$1,2330.13%14,632CommonSOLE
565788106MARAMarathon Digital Holdings Inc$1,2000.13%60,500CommonSOLE
217204106CPRTCopart Inc$1,1950.13%22,072CommonSOLE
629377508NRGNRG Energy Inc$1,1910.13%15,303CommonSOLE
370334104GISGENERAL MILLS INC$1,1850.13%18,741CommonSOLE
819047101SHAKShake Shack Inc$1,1370.12%12,640CommonSOLE
189054109CLXCLOROX CO (THE)$1,1350.12%8,321CommonSOLE
199908104FIXComfort Systems USA Inc$1,1260.12%3,703CommonSOLE
311900104FASTFastenal Co$1,1020.12%17,544CommonSOLE
285512109EAELECTRONIC ARTS INC$1,0940.12%7,858CommonSOLE
74460D109PSAPUBLIC STORAGE COM$1,0870.12%3,782CommonSOLE
337738108FISVFiserv Inc$1,0630.12%7,138CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1,0600.12%16,740CommonSOLE
00214Q104ARKKARK Innovation ETF$1,0370.11%23,600CommonSOLE
830566105SKAASKECHERS U.S.A. INC$1,0210.11%14,777CommonSOLE
95040Q104WELLWelltower Inc$1,0160.11%9,746CommonSOLE
302130109EXPDExpeditors Intl of WA Inc$1,0130.11%8,125CommonSOLE
45337C102INCYIncyte Corp$1,0120.11%16,697CommonSOLE
92276F100VTRVentas Inc$1,0070.11%19,662CommonSOLE
89417E109TRVTHE TRAVELERS COMPANIES INC$9910.11%4,875CommonSOLE
053332102AZOAUTOZONE INC$9810.11%331CommonSOLE
29414B104EPAMEpam Systems Inc$9700.11%5,160CommonSOLE
05464T104AXSMAxsome Therapeutics Inc$9490.10%11,799CommonSOLE
H84989104TEL1USDTE Connectivity Ltd$9490.10%6,309CommonSOLE
34964C106FBINFortune Brands Home & Security Inc$9380.10%14,459CommonSOLE
33733E302FDNFirst Trust DJ Internet Index Fund$9380.10%4,577CommonSOLE
690742101OCOWENS CORNING NEW COM$9270.10%5,340CommonSOLE
704326107PAYXPaychex Inc$9270.10%7,819CommonSOLE
573284106MLMMartin Marietta Materials Inc$8930.10%1,650CommonSOLE
363576109AJGARTHUR J. GALLAGHER & CO.$8910.10%3,439CommonSOLE
260003108DOVDOVER CORP$8890.10%4,927CommonSOLE
69331C108PCGPG&E Corp$8730.10%50,000CommonSOLE
87918A105TDOCTeladoc Health Inc$8720.10%89,168CommonSOLE
88033G407THCTenet Healthcare Corp$8620.09%6,482CommonSOLE
89400J107TRUTransUnion$8560.09%11,546CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$8460.09%12,941CommonSOLE
H2906T109GRMNGARMIN LTD$8450.09%5,191CommonSOLE
049468101TEAMAtlassian Corporation PLC$8440.09%4,776CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$8430.09%33,381CommonSOLE
56585A102MPCMarathon Petroleum Corp$8380.09%4,835CommonSOLE
N6596X109NXPINXP Semiconductors N.V.$8370.09%3,111CommonSOLE
776696106ROPRoper Technologies Inc$8200.09%1,455CommonSOLE
918204108VFCV.F. CORP$8180.09%60,666CommonSOLE
78709Y105SAIASaia Inc$7940.09%1,675CommonSOLE
963320106WHRWHIRLPOOL CORP$7840.09%7,672CommonSOLE
651639106NEMNewmont Corporation$7830.09%18,720CommonSOLE
058498106BALLBall Corp$7660.08%12,764CommonSOLE
070830104BBWIBath & Body Works Inc$7640.08%19,574CommonSOLE
620076307MSIMotorola Solutions Inc$7600.08%1,971CommonSOLE
594972408MSTRMicrostrategy Inc$7350.08%534CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$7280.08%6,758CommonSOLE
46435G334EWUiShares MSCI United Kingdom Etf$7150.08%20,513CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$7130.08%10,070CommonSOLE
88322Q108TGTXTG Therapeutics Inc$7110.08%39,987CommonSOLE
464288760ITAiShares U.S. Aerospace & Defense ETF$6940.08%5,257CommonSOLE
504922105LHLaboratory Corporation of America Holdin$6910.08%3,399CommonSOLE
681919106OMCOmnicom Group Inc$6760.07%7,544CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$6550.07%677CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$6540.07%10,829CommonSOLE
670002401NVAXNovavax Inc$6490.07%51,286CommonSOLE
718546104PSXPhillips 66$6480.07%4,595CommonSOLE
046353108AZNNAstrazeneca PLC$6480.07%8,321CommonSOLE
001055102AFLAFLAC Inc$6400.07%7,172CommonSOLE
06738E204BCSBARCLAYS PLC-SPONS ADR$6390.07%59,667CommonSOLE
03674X106ARAntero Resources Corp$6320.07%19,396CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$6310.07%4,155CommonSOLE
45687V106IRIngersoll Rand Inc$6250.07%6,888CommonSOLE
91307C102UTHRUnited Therapeutics Corp$6220.07%1,954CommonSOLE
67103H107ORLYO'reilly Automotive Inc$6190.07%587CommonSOLE
172908105CTASCINTAS CORP$6130.07%876CommonSOLE
681116109OLLIOllie's Bargain Outlet Holdings Inc$6080.07%6,199CommonSOLE
N07059210ASMLASML HOLDING N.V.$6070.07%594CommonSOLE
G66721104NCLHNorwegian Cruise Line Holdings Ltd$6040.07%32,155CommonSOLE
500767306KWEBKraneShares CSI China Internet ETF$5980.07%22,153CommonSOLE
816850101SMTCSEMTECH CORP$5970.07%20,004CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$5970.07%2,738CommonSOLE
502431109LHXL3Harris Technologies Inc$5950.06%2,653CommonSOLE
55354G100MSCIMSCI Inc$5840.06%1,213CommonSOLE
67059N108NTNXNUTANIX INC$5820.06%10,253CommonSOLE
G7S00T104PNRPENTAIR PLC.$5760.06%7,519CommonSOLE
941848103WATWaters Corp$5700.06%1,965CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$5640.06%9,726CommonSOLE
344849104WOOFoot Locker Inc$5630.06%22,624CommonSOLE
134429109CPBCAMPBELL SOUP CO$5570.06%12,328CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY CO$5540.06%4,693CommonSOLE
778296103ROSTROSS STORES INC$5540.06%3,815CommonSOLE
571748102MRSHMARSH & MCLENNAN COMPANIES INC$5480.06%2,605CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS INC$5480.06%2,125CommonSOLE
099406100BOOTBoot Barn Holdings Inc$5450.06%4,233CommonSOLE
464286806EWGISHARES MSCI GERMANY INDEX FUND$5310.06%17,370CommonSOLE
040413106ANETEURArista Networks Inc$5220.06%1,491CommonSOLE
366651107ITGartner Inc$5180.06%1,154CommonSOLE
974155103WINGWingstop Inc$5100.06%1,209CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$5100.06%3,284CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$5040.05%4,307CommonSOLE
969457100WMBWILLIAMS COMPANIES INC (THE)$5000.05%11,780CommonSOLE
013872106AAAlcoa Corp$4970.05%12,514CommonSOLE
98978V103ZTSZoetis Inc$4970.05%2,872CommonSOLE
668771108GENGen Digital Inc$4960.05%19,888CommonSOLE
576323109MTZMastec Inc$4960.05%4,643CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL INC$4890.05%350CommonSOLE
929160109VMCVULCAN MATERIALS CO$4840.05%1,948CommonSOLE
64110W102NTESNetEase Inc$4790.05%5,016CommonSOLE
03073E105CORCencora Inc$4720.05%2,096CommonSOLE
37940X102GPNGlobal Payments Inc$4670.05%4,834CommonSOLE
74834L100DGXQuest Diagnostics Inc$4540.05%3,317CommonSOLE
12503M108CBOECboe Global Markets Inc$4400.05%2,591CommonSOLE
87165B103SYFSynchrony Financial$4390.05%9,321CommonSOLE
032095101APHAMPHENOL CORP$4310.05%6,402CommonSOLE
780259305SHELShell PLC$4290.05%5,947CommonSOLE
00846U101AAgilent Technologies Inc$4250.05%3,285CommonSOLE
380237107GDDYGoDaddy Inc$4110.04%2,946CommonSOLE
958102105WDCWestern Digital Corp$3990.04%5,274CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY PLC$3950.04%3,827CommonSOLE
881624209TEVATEVA PHARMACEUTICAL-SP ADR$3940.04%24,304CommonSOLE
922042874VGKVanguard FTSEEuropean ETF$3880.04%5,822CommonSOLE
47215P106JDJD.com Inc$3850.04%14,924CommonSOLE
690370101BBBYBeyond Inc$3770.04%28,898CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$3730.04%3,710CommonSOLE
025537101AEPAmerican Electric Power Company Inc$3710.04%4,231CommonSOLE
87612G101TRGPTarga Resources Inc$3690.04%2,871CommonSOLE
29444U700EQIXEQUINIX INC$3650.04%483CommonSOLE
101121101BXPBXP Inc$3620.04%5,890CommonSOLE
72919P202PLUGPLUG POWER INC$3500.04%150,628CommonSOLE
647581206EDUNew Oriental Education & Tech Group Inc$3460.04%4,460CommonSOLE
12769G100CZRCaesars Entertainment Inc$3290.04%8,299CommonSOLE
150870103CECelanese Corp$3260.04%2,419CommonSOLE
878742204TECKTeck Resources Ltd$3220.04%6,726CommonSOLE
496902404KGCKINROSS GOLD CORP COM NO PAR$3210.03%38,644CommonSOLE
574599106MASMASCO CORP$3070.03%4,613CommonSOLE
464286608EZUiShares MSCI Eurozone ETF$3060.03%6,270CommonSOLE
064058100BKBank Of New York Mellon Corp$3010.03%5,038CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$2890.03%102,331CommonSOLE
00206R102TAT&T Inc$2890.03%15,128CommonSOLE
H11356104BGBunge Glbl$2880.03%2,704CommonSOLE
M98068105WIXWix.com Ltd$2780.03%1,749CommonSOLE
571903202MARMARRIOTT INTERNATIONAL$2720.03%1,128CommonSOLE
867224107SUSUNCOR ENERGY INC$2710.03%7,135CommonSOLE
896945201TRIPTripadvisor Inc$2620.03%14,716CommonSOLE
205887102CAGConAgra Brands Inc$2620.03%9,222CommonSOLE
142339100CSLCARLISLE COMPANIES INC$2610.03%645CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQUITIES INC$2470.03%2,117CommonSOLE
69370C100PTCPtc Inc$2450.03%1,354CommonSOLE
91879Q109MTNVail Resorts Inc$2440.03%1,355CommonSOLE
338307101FIVNFive9 Inc$2390.03%5,422CommonSOLE
48666K109KBHKB Home$2390.03%3,414CommonSOLE
64110D104NTAPNetApp Inc$2310.03%1,797CommonSOLE
682680103OKEONEOK Inc$2250.02%2,760CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$2230.02%1,043CommonSOLE
957638109WALWESTERN ALLIANCE BANCORPORATION$2190.02%3,488CommonSOLE
49456B101KMIKinder Morgan Inc$2160.02%10,917CommonSOLE
45866F104ICEIntercontinental Exchange Inc$2150.02%1,575CommonSOLE
91913Y100VLOValero Energy Corp$2080.02%1,332CommonSOLE
G87110105FTITechnipFMC plc Ordinary Share$2080.02%7,990CommonSOLE
42250P103DOCHealthpeak Properties$2050.02%10,470CommonSOLE
546347105LPXLOUISIANA-PACIFIC CORP$2030.02%2,475CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP$2010.02%653CommonSOLE
G0378L100AUAngloGold Ashanti Pty Ltd$2010.02%8,020CommonSOLE
03823U102AAOIApplied Optoelectronics Inc$1200.01%14,594CommonSOLE

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.