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Quantitative Investment Management, LLC

Q1 2025 · 13F-HR

Quantitative Investment Management, LLCholdings as filed

Filed 2025-05-14 · accession 0001445911-25-000020

$1.1M
Reported value
316
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
81369Y506XLESPDR Energy Select Sector Fund$106,2409.77%1,136,868CommonSOLE
81369Y605XLFSPDR S&P Financial ETF$53,5764.93%1,075,626CommonSOLE
81369Y308XLPSPDR S&P Consumer Staples Etf$43,2233.97%529,246CommonSOLE
81369Y407XLYConsumer Discretionary Select Sector SPD$42,4013.90%214,734CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$31,7062.92%60,538CommonSOLE
92189F106GDXVanEck Gold Miners ETF$26,5172.44%576,850CommonSOLE
81369Y886XLUSPDR S&P Utilities ETF$21,7302.00%275,591CommonSOLE
931142103WMTWalmart Inc$21,0171.93%239,404CommonSOLE
097023105BABOEING CO (THE)$18,1221.67%106,262CommonSOLE
11135F101AVGOBroadcom Inc$17,5581.61%104,871CommonSOLE
458140100INTCIntel Corp$15,5041.43%682,710CommonSOLE
444859102HUMHumana Inc$14,8971.37%56,301CommonSOLE
670100205NVONOVO NORDISK A/S$14,3951.32%207,314CommonSOLE
58933Y105MRKMERCK & CO INC$14,1271.30%157,394CommonSOLE
78468R556XOPSPDR S&P Oil & Gas Exploration & Product$13,3531.23%101,382CommonSOLE
573874104MRVLMarvell Technology Group Ltd$12,6831.17%205,994CommonSOLE
21036P108STZCONSTELLATION BRANDS INC-A$11,9751.10%65,253CommonSOLE
46428Q109SLVISHARES SILVER TRUST$10,8721.00%350,842CommonSOLE
235851102DHRDanaher Corp$10,8050.99%52,711CommonSOLE
910047109UALUnited Airlines Holdings Inc$10,4390.96%151,194CommonSOLE
166764100CVXCHEVRON CORP$10,1550.93%60,708CommonSOLE
92537N108VRTVertiv Holdings Co$9,4940.87%131,504CommonSOLE
G29183103ETNEATON CORP PLC$9,1190.84%33,547CommonSOLE
438516106HONHoneywell International Inc$8,8060.81%41,590CommonSOLE
81762P102NOWServiceNow Inc$8,7430.80%10,982CommonSOLE
256746108DLTRDollar Tree Inc$8,2620.76%110,069CommonSOLE
92189F791GDXJVanEck Junior Gold Miners ETF$8,1250.75%142,049CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$7,9960.74%72,701CommonSOLE
844741108LUVSOUTHWEST AIRLINES CO$7,9510.73%236,783CommonSOLE
03831W108APPApplovin Corp$7,5590.70%28,530CommonSOLE
03073E105CORCencora Inc$7,4550.69%26,808CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$7,2700.67%14,997CommonSOLE
464287515IGVIshr S&P Gs Sftw$7,0510.65%79,234CommonSOLE
88160R101TSLATesla Inc$7,0170.65%27,076CommonSOLE
79466L302CRMSalesforce Inc$6,8830.63%25,651CommonSOLE
87612E106TGTTARGET CORP$6,7810.62%64,978CommonSOLE
02079K305GOOGLAlphabet Inc A$6,7730.62%43,802CommonSOLE
571748102MRSHMARSH & MCLENNAN COMPANIES INC$6,6050.61%27,069CommonSOLE
30231G102XOMExxon Mobil Corp$6,5290.60%54,901CommonSOLE
31428X106FDXFedEx Corp$6,2670.58%25,711CommonSOLE
81369Y852XLCThe Communication Services Sel Sec SPDR$6,1970.57%64,257CommonSOLE
02376R102AALAmerican Airlines Group Inc$5,7930.53%549,174CommonSOLE
336433107FSLRFirst Solar Inc$5,7470.53%45,460CommonSOLE
46222L108IONQIONQ Inc$5,6780.52%257,290CommonSOLE
74762E102QUREQuanta Services Inc$5,6670.52%22,299CommonSOLE
64110L106NFLXNETFLIX INC$5,2990.49%5,683CommonSOLE
20825C104COPCONOCOPHILLIPS$5,0150.46%47,761CommonSOLE
G54950103LINLinde PLC$4,9680.46%10,670CommonSOLE
88339J105TTDThe Trade Desk Inc Cl A$4,8170.44%88,038CommonSOLE
040413205ANETArista Networks Inc$4,6390.43%59,878CommonSOLE
452327109ILMNILLUMINA INC$4,6010.42%57,995CommonSOLE
26922A842JETSU.S. Global Jets ETF$4,5030.41%216,844CommonSOLE
902494103TSNTYSON FOODS INC$4,4250.41%69,352CommonSOLE
G4705A100ICLRICON PLC$4,3860.40%25,068CommonSOLE
68389X105ORCLOracle Corp$4,3000.40%30,760CommonSOLE
464288760ITAiShares U.S. Aerospace & Defense ETF$4,2580.39%27,816CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES INC$4,1570.38%18,568CommonSOLE
682189105ONON Semiconductor Corp$4,1280.38%101,450CommonSOLE
45866F104ICEIntercontinental Exchange Inc$3,9900.37%23,135CommonSOLE
26856L103ELFELF BEAUTY INC$3,9160.36%62,372CommonSOLE
893641100TDGTransdigm Group Inc$3,8380.35%2,775CommonSOLE
773122106Rocket Labs USA Inc$3,8090.35%213,056CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3,7860.35%16,365CommonSOLE
550021109LULULululemon Athletica inc.$3,7640.35%13,301CommonSOLE
92840M102VSTVistra Energy Corp$3,7460.34%31,898CommonSOLE
09857L108BKNGBooking Holdings Inc$3,6110.33%784CommonSOLE
25809K105DASHDoorDash Inc$3,6010.33%19,703CommonSOLE
189054109CLXCLOROX CO (THE)$3,4960.32%23,747CommonSOLE
49456B101KMIKinder Morgan Inc$3,4890.32%122,325CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC (THE)$3,4710.32%6,354CommonSOLE
247361702DALDelta Air Lines Inc$3,4650.32%79,485CommonSOLE
78464A714XRTSPDR S&P Retail ETF$3,4350.32%49,730CommonSOLE
98978V103ZTSZoetis Inc$3,4260.32%20,811CommonSOLE
86771W105RUNSunrun Inc$3,3480.31%571,479CommonSOLE
00214Q104ARKKARK Innovation ETF$3,3260.31%69,912CommonSOLE
82509L107SHOPShopify Inc$3,2090.30%33,610CommonSOLE
816851109SRESEMPRA$3,0850.28%43,245CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp$3,0770.28%29,430CommonSOLE
94106L109WMWASTE MANAGEMENT INC$3,0650.28%13,243CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$3,0570.28%21,339CommonSOLE
172908105CTASCINTAS CORP$2,9920.28%14,558CommonSOLE
011659109ALKALASKA AIR GROUP INC$2,9190.27%59,316CommonSOLE
031162100AMGNAMGEN INC$2,9140.27%9,355CommonSOLE
83406F102SOFISoFi Technologies Inc$2,8620.26%246,139CommonSOLE
294429105EFXEQUIFAX INC$2,8330.26%11,634CommonSOLE
101137107BSXBoston Scientific Corp$2,8090.26%27,853CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2,7710.25%5,595CommonSOLE
876030107TPRTapestry Inc$2,7180.25%38,614CommonSOLE
231021106CMICUMMINS INC$2,6800.25%8,552CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$2,6700.25%55,617CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$2,6620.24%12,958CommonSOLE
90138F102TWLOTwilio Inc Cl A$2,6090.24%26,655CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$2,5750.24%53,205CommonSOLE
05464C101AXONAxon Enterprise Inc$2,5650.24%4,878CommonSOLE
92204A702VGTVanguard Information Tech ETF$2,5240.23%4,654CommonSOLE
109641100EATBrinker International Inc$2,4870.23%16,687CommonSOLE
33733E302FDNFirst Trust DJ Internet Index Fund$2,4360.22%10,966CommonSOLE
617446448MSMORGAN STANLEY COM NEW$2,4070.22%20,639CommonSOLE
770700102HOODRobinhood Markets Inc$2,4010.22%57,694CommonSOLE
50212V100LPLALPL Financial Holdings Inc$2,3860.22%7,296CommonSOLE
345370860FFord Motor Co$2,3730.22%236,607CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$2,3220.21%9,470CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2,3170.21%20,480CommonSOLE
15135B101CNCCentene Corp$2,3010.21%37,913CommonSOLE
053332102AZOAUTOZONE INC$2,2800.21%598CommonSOLE
199908104FIXComfort Systems USA Inc$2,2100.20%6,857CommonSOLE
42809H107HESHess Corp$2,1850.20%13,685CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2,1760.20%20,080CommonSOLE
443573100HUBSHUBSPOT INC$2,1480.20%3,760CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$2,1410.20%43,389CommonSOLE
026874784AIGAMERICAN INTL GROUP INC COM NEW$2,0940.19%24,089CommonSOLE
060505104BACBANK AMER CORP COM$2,0630.19%49,447CommonSOLE
872540109TJXTJX COMPANIES INC (THE)$2,0350.19%16,711CommonSOLE
46138E628KBWBInvesco KBW Bank ETF$1,9720.18%31,432CommonSOLE
17275R102CSCOCisco Systems Inc$1,9380.18%31,418CommonSOLE
443201108HWMHowmet Aerospace$1,9190.18%14,797CommonSOLE
70450Y103PYPLPayPal Holdings Inc$1,8830.17%28,859CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1,8710.17%6,957CommonSOLE
09290D101BLKBlackrock Inc$1,8670.17%1,973CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1,8450.17%16,504CommonSOLE
14149Y108CAHCardinal Health Inc$1,8450.17%13,393CommonSOLE
15101Q207CLSCelestica Inc$1,8290.17%23,208CommonSOLE
682680103OKEONEOK Inc$1,8120.17%18,271CommonSOLE
922042874VGKVanguard FTSEEuropean ETF$1,7990.17%25,630CommonSOLE
949746101WMT2Wells Fargo & Co$1,7720.16%24,688CommonSOLE
92345Y106VRSKVerisk Analytics Inc$1,7630.16%5,926CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1,7620.16%8,484CommonSOLE
87612G101TRGPTarga Resources Inc$1,7480.16%8,722CommonSOLE
962879102WPMWheaton Precious Metals Corp$1,7260.16%22,239CommonSOLE
40415F101HDBHDFC Bank Ltd$1,7260.16%25,993CommonSOLE
067901108ABXBarrick Gold Corp$1,7220.16%88,591CommonSOLE
29444U700EQIXEQUINIX INC$1,6770.15%2,057CommonSOLE
L8681T102SPOTSpotify Technology SA$1,6650.15%3,028CommonSOLE
143658300CCL1EURCarnival Corp$1,6430.15%84,160CommonSOLE
29084Q100EMEEmcor Group Inc$1,6270.15%4,403CommonSOLE
443510607HUBBHubbell Inc Cl B$1,6110.15%4,871CommonSOLE
776696106ROPRoper Technologies Inc$1,5950.15%2,707CommonSOLE
571903202MARMARRIOTT INTERNATIONAL$1,5910.15%6,680CommonSOLE
68902V107OTISOTIS Worldwide Corp$1,5840.15%15,350CommonSOLE
30212P303EXPEExpedia Group Inc$1,5580.14%9,273CommonSOLE
45104G104IBNICICI BANK LTD$1,5520.14%49,255CommonSOLE
92204A405VFHVanguard Financials ETF$1,5160.14%12,691CommonSOLE
032095101APHAMPHENOL CORP$1,5160.14%23,123CommonSOLE
57636Q104MAMastercard Incorp Common Stock$1,4920.14%2,723CommonSOLE
252131107DXCMDexCom Inc$1,4880.14%21,794CommonSOLE
G3730V105FTAIFTAI Aviation Ltd$1,4780.14%13,314CommonSOLE
816850101SMTCSEMTECH CORP$1,4590.13%42,415CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$1,4540.13%8,791CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$1,4340.13%92,968CommonSOLE
55024U109LITELumentum Holdings Inc$1,4240.13%22,844CommonSOLE
609839105MPWRMonolithic Power Systems Inc$1,3900.13%2,398CommonSOLE
171779309CIENCiena Corp$1,3770.13%22,797CommonSOLE
001055102AFLAFLAC Inc$1,3600.13%12,232CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$1,3520.12%5,944CommonSOLE
918204108VFCV.F. CORP$1,3460.12%86,781CommonSOLE
969457100WMBWILLIAMS COMPANIES INC (THE)$1,3340.12%22,329CommonSOLE
74967X103RHRH Common Stock$1,3320.12%5,684CommonSOLE
380237107GDDYGoDaddy Inc$1,3250.12%7,359CommonSOLE
363576109AJGARTHUR J. GALLAGHER & CO.$1,2970.12%3,759CommonSOLE
988498101YUMYUM! BRANDS INC$1,2950.12%8,234CommonSOLE
05352A100AVTRAvantor Inc$1,2950.12%79,950CommonSOLE
461202103INTUIntuit Inc$1,2580.12%2,050CommonSOLE
917047102URBNUrban Outfitters Inc$1,2530.12%23,913CommonSOLE
929740108WABWestinghouse Air Brake Technologies Corp$1,2460.11%6,871CommonSOLE
806857108SLBSCHLUMBERGER N.V.$1,2270.11%29,365CommonSOLE
064058100BKBank Of New York Mellon Corp$1,1980.11%14,289CommonSOLE
172967424CCITIGROUP INC COM NEW$1,1880.11%16,744CommonSOLE
302491303FMCFMC CORP$1,1640.11%27,604CommonSOLE
78464A797KBESPDR S&P Bank ETF$1,1580.11%21,883CommonSOLE
963320106WHRWHIRLPOOL CORP$1,1570.11%12,845CommonSOLE
302130109EXPDExpeditors Intl of WA Inc$1,1550.11%9,608CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1,1320.10%28,874CommonSOLE
98980G102ZSZscaler Inc$1,1200.10%5,649CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1,1130.10%17,226CommonSOLE
808513105SCHWTHE CHARLES SCHWAB CORP$1,0820.10%13,826CommonSOLE
049468101TEAMAtlassian Corporation PLC$1,0760.10%5,075CommonSOLE
344849104WOOFoot Locker Inc$1,0760.10%76,375CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$1,0690.10%7,696CommonSOLE
29250N105ENBEnbridge Inc$1,0500.10%23,704CommonSOLE
03823U102AAOIApplied Optoelectronics Inc$1,0490.10%68,357CommonSOLE
15677J108DAYDayforce Inc$1,0380.10%17,804CommonSOLE
45841N107IBKRInteractive Brokers Group Inc$1,0120.09%6,112CommonSOLE
099406100BOOTBoot Barn Holdings Inc$9630.09%8,972CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$9540.09%5,311CommonSOLE
701094104PHPARKER-HANNIFIN CORP$9510.09%1,566CommonSOLE
127097103CTRACoterra Energy Inc$9470.09%32,793CommonSOLE
91307C102UTHRUnited Therapeutics Corp$9440.09%3,063CommonSOLE
929042109VNOVORNADO RLTY TR SH BEN INT$9410.09%25,459CommonSOLE
92556V106VTRSViatris Inc$9400.09%107,946CommonSOLE
576323109MTZMastec Inc$9390.09%8,046CommonSOLE
29355A107ENPHEnphase Energy Inc$9260.09%14,933CommonSOLE
89677Q107TCOMTrip.com Group Ltd$9220.08%14,516CommonSOLE
832696405SJMJ.M. SMUCKER CO (THE)$9110.08%7,695CommonSOLE
436440101HO1Hologic Inc$8930.08%14,460CommonSOLE
852234103XYZBlock Inc$8880.08%16,348CommonSOLE
69047Q102OVVOvintiv Inc$8840.08%20,658CommonSOLE
74834L100DGXQuest Diagnostics Inc$8780.08%5,190CommonSOLE
19247G107COHRCoherent Corp$8690.08%13,393CommonSOLE
904311107UAAUNDER ARMOUR INC$8570.08%137,217CommonSOLE
98422D105XPEVXpeng Inc$8560.08%41,341CommonSOLE
445658107JBHTJ.B. HUNT TRANSPORT SERVICES INC$8510.08%5,754CommonSOLE
803054204SAPSap Ae Drc$8450.08%3,149CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$8340.08%1,723CommonSOLE
H2906T109GRMNGARMIN LTD$8330.08%3,838CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$8230.08%1,468CommonSOLE
69351T106PPLPPL CORP$8060.07%22,339CommonSOLE
052769106ADSKAutodesk Inc$8060.07%3,080CommonSOLE
902973304USBU.S. BANCORP$7880.07%18,673CommonSOLE
G3223R108EGEverest Group Ltd$7740.07%2,132CommonSOLE
693475105PNCPNC Financial Services Group$7710.07%4,392CommonSOLE
464286608EZUiShares MSCI Eurozone ETF$7600.07%14,274CommonSOLE
N00985106AERAercap Holdings N.V.$7520.07%7,369CommonSOLE
574795100MASIMasimo Corp$7430.07%4,462CommonSOLE
00214Q401ARKWARK Next Generation Internet ETF$7270.07%7,680CommonSOLE
035710839NLYAnnaly Cap Management Inc$7260.07%35,792CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$7220.07%6,649CommonSOLE
459200101IBMInternational Business Machines Corp$7070.07%2,847CommonSOLE
496902404KGCKINROSS GOLD CORP COM NO PAR$7070.07%56,076CommonSOLE
V5633W109MMYTMakeMyTrip Ltd$6960.06%7,103CommonSOLE
87165B103SYFSynchrony Financial$6960.06%13,148CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6900.06%13,745CommonSOLE
926400102VSCOVictoria's Secret & Co$6770.06%36,483CommonSOLE
78463X202FEZSPDR DJ EURO STOXX 50 ETF$6760.06%12,439CommonSOLE
36162J106GEOGEO GROUP INC (THE)$6590.06%22,588CommonSOLE
819047101SHAKShake Shack Inc$6590.06%7,482CommonSOLE
857477103STTState Street Corp$6590.06%7,370CommonSOLE
464287192IYTiShares US Transportation ETF$6520.06%10,194CommonSOLE
L44385109GLOBGlobant S.A.$6500.06%5,525CommonSOLE
03990B101ARESAres Management LP$6340.06%4,325CommonSOLE
620076307MSIMotorola Solutions Inc$6300.06%1,440CommonSOLE
33829M101FIVEFive Below Inc$6240.06%8,330CommonSOLE
315616102FFIVF5 Inc$6220.06%2,337CommonSOLE
G87110105FTITechnipFMC plc Ordinary Share$6210.06%19,604CommonSOLE
34959E109FTNTFortinet Inc$6150.06%6,394CommonSOLE
047649108ATKRAtkore Inc$6140.06%10,237CommonSOLE
05464T104AXSMAxsome Therapeutics Inc$6130.06%5,259CommonSOLE
070830104BBWIBath & Body Works Inc$6070.06%20,028CommonSOLE
086516101BBYBest Buy Co. Inc$6020.06%8,181CommonSOLE
456788108INFYInfosys Ltd$5940.05%32,550CommonSOLE
156727109CRNCCerence Inc$5920.05%74,978CommonSOLE
416515104HIGHartford Insurance Group Inc$5790.05%4,687CommonSOLE
632307104NTRANatera Inc$5760.05%4,080CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$5730.05%1,627CommonSOLE
464286806EWGISHARES MSCI GERMANY INDEX FUND$5650.05%15,240CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$5640.05%3,572CommonSOLE
60770K107MRNAModerna Inc$5630.05%19,883CommonSOLE
459506101IFFINTERNATIONAL FLAVORS & FRAGRANCES INC$5610.05%7,238CommonSOLE
02553E106AEOAmerican Eagle Outfitters Inc$5550.05%47,814CommonSOLE
37959E102GLGlobe Life Inc$5420.05%4,117CommonSOLE
26441C204DUKDuke Energy Corp$5380.05%4,413CommonSOLE
02005N100ALLYAlly Financial Inc$5330.05%14,642CommonSOLE
00827B106AFRMAffirm Holdings Inc$5320.05%11,784CommonSOLE
649445400FLGFlagstar Financial Inc$5240.05%45,130CommonSOLE
55354G100MSCIMSCI Inc$5170.05%916CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing CoLtd$5140.05%3,101CommonSOLE
626755102MUSAMurphy Usa Inc$5120.05%1,090CommonSOLE
500255104KSSKOHL'S CORP$4960.05%60,683CommonSOLE
05722G100BKRBaker Hughes Co$4960.05%11,301CommonSOLE
867224107SUSUNCOR ENERGY INC$4870.04%12,591CommonSOLE
04016X101ARGXArgenx SE ADS$4780.04%809CommonSOLE
278642103EBAYeBay Inc$4770.04%7,048CommonSOLE
12504L109CBRECBRE Group Inc Common Stock Class A$4770.04%3,648CommonSOLE
34964C106FBINFortune Brands Home & Security Inc$4760.04%7,819CommonSOLE
942622200WSOWatsco Inc Cl A$4700.04%926CommonSOLE
343412102FLRFLUOR CORP$4700.04%13,125CommonSOLE
26875P101EOGEOG RESOURCES INC$4680.04%3,653CommonSOLE
631103108NDAQNasdaq Inc$4550.04%6,004CommonSOLE
H1467J104CBChubb Limited$4390.04%1,456CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$4310.04%1,698CommonSOLE
12503M108CBOECboe Global Markets Inc$4290.04%1,896CommonSOLE
219948106CPAYCorpay Inc$4180.04%1,200CommonSOLE
25746U109DDominion Energy Inc$4170.04%7,444CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY CO$4100.04%4,217CommonSOLE
H5919C104ONONOn Holding AG$4100.04%9,339CommonSOLE
744573106PEGPublic Service Enterprise Group Inco$4070.04%4,949CommonSOLE
G3323L100FNFabrinet$4050.04%2,054CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$3880.04%5,059CommonSOLE
122017106BURLBurlington Stores Inc$3880.04%1,631CommonSOLE
493267108KEYKEYCORP$3830.04%23,970CommonSOLE
M98068105WIXWix.com Ltd$3530.03%2,163CommonSOLE
751212101RLRalph Lauren Corp$3450.03%1,567CommonSOLE
165167735EXEExpand Energy Corp$3320.03%2,988CommonSOLE
11271J107BNBrookfield Corp$3320.03%6,344CommonSOLE
833445109SNOWSnowflake Inc.$3320.03%2,277CommonSOLE
482497104BEKEKe Holdings Inc$3270.03%16,312CommonSOLE
91680M107UPSTUpstart Holdings Inc$3260.03%7,083CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP$3130.03%1,109CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$3130.03%19,378CommonSOLE
693506107PPGPPG Industries Inc$3130.03%2,868CommonSOLE
291011104EMREmerson Electric Co$3110.03%2,842CommonSOLE
912909108USX1UNITED STATES STEEL CORP$3020.03%7,165CommonSOLE
26603R106DUOLDuolingo Inc$3010.03%971CommonSOLE
466313103JBLJabil Inc$2980.03%2,193CommonSOLE
012653101ALBAlbemarle Corp$2930.03%4,081CommonSOLE
98954M200ZZillow Group Inc$2930.03%4,286CommonSOLE
536797103LADLITHIA MOTORS INC$2830.03%967CommonSOLE
941848103WATWaters Corp$2830.03%769CommonSOLE
499049104KNXKNIGHT TRANSPORTATION INC$2810.03%6,466CommonSOLE
03743Q108APAAPA Corporation$2790.03%13,275CommonSOLE
31946M103FCNCAFIRST CITIZENS BANCSHARES INC$2720.03%147CommonSOLE
607828100MODMODINE MANUFACTURING CO$2650.02%3,465CommonSOLE
693718108PCARPACCAR Inc$2630.02%2,703CommonSOLE
977852102WOLF*Wolfspeed Inc$2630.02%86,196CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$2550.02%1,190CommonSOLE
78464A755XMESPDR S&P Metals & Mining ETF$2510.02%4,489CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$2330.02%1,303CommonSOLE
150870103CECelanese Corp$2330.02%4,107CommonSOLE
260003108DOVDOVER CORP$2300.02%1,310CommonSOLE
538034109LYVLive Nation Entertainment Inc$2280.02%1,749CommonSOLE
358039105FRPTFRESHPET INC$2170.02%2,611CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2140.02%4,736CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$2070.02%1,856CommonSOLE
88080T104WULFTerawulf Inc$1490.01%54,926CommonSOLE
192108504CDECOEUR MINING INC$1430.01%24,217CommonSOLE
703481101PTENPatterson-UTI Energy Inc$1050.01%12,800CommonSOLE
87918A105TDOCTeladoc Health Inc$820.01%10,347CommonSOLE

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.