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CI INVESTMENTS INC.

Q2 2023 · 13F-HR

CI INVESTMENTS INC.holdings as filed

Filed 2023-08-11 · accession 0001523847-23-000004

$19.8M
Reported value
1,310
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1310

CUSIPTickerIssuerValue% port.SharesClassVoting
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67066G104NVDANVIDIA CORPORATION$374,2031.89%884,599CommonSOLE
92826C839VVISA INC$360,7111.82%1,518,911CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$327,0981.65%2,871,548CommonSOLE
30303M102METAMETA PLATFORMS INC$323,9241.63%1,128,733CommonSOLE
464287432TLTISHARES TR$321,8511.62%3,131,360CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$316,5411.60%3,136,552CommonSOLE
02079K305GOOGLALPHABET INC$293,7131.48%2,453,742CommonSOLE
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464287184FXIISHARES TR$265,5861.34%9,767,774CommonSOLE
74340W103PLDPROLOGIS INC.$242,0941.22%1,974,182CommonSOLE
863667101SYKSTRYKER CORPORATION$237,1521.20%777,318CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$235,5821.19%451,524CommonSOLE
654106103NKENIKE INC$227,6251.15%2,062,373CommonSOLE
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02665T306AMHAMERICAN HOMES 4 RENT$213,9451.08%6,035,105CommonSOLE
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816851109SRESEMPRA ENERGY$196,0230.99%1,346,402CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$191,1220.96%1,314,094CommonSOLE
78409V104SPGIS&P GLOBAL INC$188,4200.95%470,003CommonSOLE
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74762E102QUREQUANTA SVCS INC$139,4140.70%709,666CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$138,7970.70%1,523,399CommonSOLE
29444U700EQIXEQUINIX INC$138,4850.70%176,652CommonSOLE
925652109VICIVICI PPTYS INC$135,6280.68%4,315,256CommonSOLE
025816109AXPAMERICAN EXPRESS CO$135,0080.68%775,016CommonSOLE
438516106HONHONEYWELL INTL INC$134,5130.68%648,259CommonSOLE
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46982L108JJACOBS SOLUTIONS INC$113,7440.57%956,716CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$105,1150.53%1,447,465CommonSOLE
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35473P744FLJPFRANKLIN TEMPLETON ETF TR$101,1190.51%3,738,221CommonSOLE
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78410G104SBACSBA COMMUNICATIONS CORP$91,0510.46%392,867CommonSOLE
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233051879ASHRDBX ETF TR$56,1400.28%2,097,905CommonSOLE
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882508104TXNTEXAS INSTRS INC$54,5570.28%303,060CommonSOLE
595112103MUMICRON TECHNOLOGY INC$52,7890.27%836,461CommonSOLE
133131102CPTCAMDEN PPTY TR$50,8950.26%467,488CommonSOLE
49446R109KIMKIMCO RLTY CORP$50,7430.26%2,573,191CommonSOLE
464288513HYGISHARES TR$50,7150.26%675,572CommonSOLE
031100100AMEAMETEK INC$50,5350.25%312,177CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$50,5230.25%353,481CommonSOLE
94106L109WMWASTE MGMT INC DEL$50,4820.25%291,096CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$50,0010.25%23,376CommonSOLE
723787107PXDEURPIONEER NAT RES CO$48,6670.25%234,900CommonSOLE
127190304CACICACI INTL INC$47,4380.24%139,180CommonSOLE
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08579W103BERYEURBERRY GLOBAL GROUP INC$47,0770.24%731,696CommonSOLE
98978V103ZTSZOETIS INC$46,1690.23%268,099CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$46,0150.23%552,068CommonSOLE
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87165B103SYFSYNCHRONY FINANCIAL$43,9580.22%1,295,933CommonSOLE
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03027X100AMTAMERICAN TOWER CORP NEW$43,3180.22%223,358CommonSOLE
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101137107BSXBOSTON SCIENTIFIC CORP$42,0410.21%777,247CommonSOLE
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53814L108LTHM1EURLIVENT CORP$40,5730.20%1,479,116CommonSOLE
126408103CSXCSX CORP$40,1850.20%1,178,459CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$39,8360.20%181,427CommonSOLE
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30231G102XOMEXXON MOBIL CORP$39,4210.20%367,563CommonSOLE
G5960L103MDTMEDTRONIC PLC$39,4080.20%447,311CommonSOLE
12532H104GIBCGI INC$38,8360.20%368,355CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$38,0360.19%470,922CommonSOLE
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G16234109BROOKFIELD BUSINESS PARTNERS$36,3890.18%2,111,942CommonSOLE
550021109LULULULULEMON ATHLETICA INC$36,0330.18%95,200CommonSOLE
26875P101EOGEOG RES INC$35,0400.18%306,190CommonSOLE
20825C104COPCONOCOPHILLIPS$34,9870.18%337,681CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$34,7300.18%54,024CommonSOLE
12514G108CDWCDW CORP$34,5390.17%188,222CommonSOLE
126650100CVSCVS HEALTH CORP$34,0980.17%493,243CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$33,2970.17%335,491CommonSOLE
580135101MCDMCDONALDS CORP$32,3560.16%108,428CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$31,1890.16%369,972CommonSOLE
09247X101BLKCHFBLACKROCK INC$30,7430.16%44,482CommonSOLE
207410101CNMDCONMED CORP$30,3640.15%223,449CommonSOLE
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27579R104EWBCEAST WEST BANCORP INC$29,4430.15%557,747CommonSOLE
G17977110BURBURFORD CAP LTD$28,2300.14%2,317,704CommonSOLE
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126402106CSWCSW INDUSTRIALS INC$27,9210.14%168,008CommonSOLE
42809H107HESHESS CORP$27,3640.14%201,277CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$26,3710.13%448,489CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$25,2220.13%73,761CommonSOLE
26874R108EENI S P A$25,0820.13%871,212CommonSOLE
055622104BPBP PLC$25,0750.13%710,542CommonSOLE
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437076102HDHOME DEPOT INC$24,9320.13%80,260CommonSOLE
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009066101ABNBAIRBNB INC$24,8400.13%193,821CommonSOLE
89151E109TTENTOTALENERGIES SE$24,7210.12%428,885CommonSOLE
17275R102CSCOCISCO SYS INC$24,5770.12%475,002CommonSOLE
29446M102EQNREQUINOR ASA$24,1990.12%828,438CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$24,1440.12%739,927CommonSOLE
461202103INTUINTUIT$24,0340.12%52,455CommonSOLE
46434G103IEMGISHARES INC$24,0170.12%487,263CommonSOLE
82509L107SHOPSHOPIFY INC$23,8960.12%369,907CommonSOLE
256677105DGDOLLAR GEN CORP NEW$23,5640.12%138,792CommonSOLE
150185106CEDAR FAIR L P$23,3050.12%583,067CommonSOLE
68389X105ORCLORACLE CORP$22,8160.12%191,590CommonSOLE
464287242LQDISHARES TR$22,5410.11%208,440CommonSOLE
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58733R102MELIMERCADOLIBRE INC$20,3340.10%17,165CommonSOLE
64110W102NTESNETEASE COM INC$20,1420.10%208,313CommonSOLE
254687106DISDISNEY WALT CO$20,0510.10%224,586CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$19,9500.10%149,089CommonSOLE
670100205NVONOVO-NORDISK A S$19,7800.10%122,227CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$19,5600.10%1,036,036CommonSOLE
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052800109ALVAUTOLIV INC$19,1180.10%224,817CommonSOLE
91879Q109MTNVAIL RESORTS INC$19,1040.10%75,882CommonSOLE
00287Y109ABBVABBVIE INC$19,0520.10%141,411CommonSOLE
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760759100RSGREPUBLIC SVCS INC$18,4350.09%120,359CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$18,4190.09%586,765CommonSOLE
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46266C105IQVIQVIA HLDGS INC$17,6330.09%78,449CommonSOLE
37959E102GLGLOBE LIFE INC$17,4030.09%158,761CommonSOLE
29250N105ENBENBRIDGE INC$17,2980.09%465,620CommonSOLE
717081103PFEPFIZER INC$16,6460.08%453,829CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$15,8530.08%394,745CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$15,5520.08%444,349CommonSOLE
722304102PDDPDD HOLDINGS INC$15,5220.08%224,506CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$15,3470.08%291,551CommonSOLE
66981J102MNSOMINISO GROUP HLDG LTD$14,9220.08%878,253CommonSOLE
56117J100MBUUMALIBU BOATS INC$14,2760.07%243,366CommonSOLE
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71944F106PHRPHREESIA INC$13,8850.07%447,765CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$13,8620.07%475,541CommonSOLE
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031162100AMGNAMGEN INC$13,4200.07%60,447CommonSOLE
872590104TMUST-MOBILE US INC$13,2550.07%95,425CommonSOLE
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46187W107INVHINVITATION HOMES INC$12,8640.06%373,957CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$12,8340.06%241,471CommonSOLE
336433107FSLRFIRST SOLAR INC$12,8100.06%67,389CommonSOLE
040413106ANETEURARISTA NETWORKS INC$12,7470.06%78,659CommonSOLE
758750103RRXREGAL REXNOR CORP$12,6350.06%82,097CommonSOLE
46434V738IEURISHARES TR$12,4210.06%236,000CommonSOLE
49177J102KVUEKENVUE INC$12,3970.06%469,246CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$12,3550.06%12,932,000CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$12,3430.06%82,920CommonSOLE
771049103RBLXROBLOX CORP$12,1440.06%301,330CommonSOLE
88076W103TDCTERADATA CORP DEL$12,1150.06%226,825CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$12,0740.06%169,742CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$11,8140.06%48,953CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$11,8080.06%484,345CommonSOLE
H1467J104CBCHUBB LIMITED$11,7560.06%61,052CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$11,4740.06%167,334CommonSOLE
101121101BXPBOSTON PROPERTIES INC$11,4040.06%198,013CommonSOLE
91912E105VALEVALE S A$10,9240.06%814,008CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$10,3480.05%55,019CommonSOLE
05589G102BWINBRP GROUP INC$10,3320.05%416,930CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$10,1810.05%152,207CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10,1140.05%158,158CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$9,8790.05%128,231CommonSOLE
421298100HAYWHAYWARD HLDGS INC$9,5720.05%744,903CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$9,5120.05%39,605CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$9,1950.05%236,982CommonSOLE
615369105MCOMOODYS CORP$9,0510.05%26,031CommonSOLE
617700109MORNMORNINGSTAR INC$8,9920.05%45,862CommonSOLE
12572Q105CMECME GROUP INC$8,9630.05%48,375CommonSOLE
25746U109DDOMINION ENERGY INC$8,9060.04%171,967CommonSOLE
91529Y106UNMUNUM GROUP$8,6480.04%181,310CommonSOLE
29476L107EQREQUITY RESIDENTIAL$8,6120.04%130,549CommonSOLE
04965M106ATATATOUR LIFESTYLE HOLDINGS LTD$8,5460.04%526,211CommonSOLE
002824100ABTABBOTT LABS$8,2170.04%75,368CommonSOLE
40412C101HCAHCA HOLDINGS INC$8,2170.04%27,077CommonSOLE
34417P100FOCUS FINL PARTNERS INC$8,1190.04%154,613CommonSOLE
67079A102NUVEI CORPORATION$8,0260.04%271,523CommonSOLE
617446448MSMORGAN STANLEY$7,7620.04%90,885CommonSOLE
872540109TJXTJX COS INC NEW$7,6820.04%90,606CommonSOLE
46655E100DCDAKOTA GOLD CORP$7,6660.04%2,625,213CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$7,3710.04%15,330CommonSOLE
001055102AFLAFLAC INC$7,2130.04%103,339CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7,0730.04%15,517CommonSOLE
125523100CITHE CIGNA GROUP$6,9610.04%24,807CommonSOLE
73278L105POOLPOOL CORP COM$6,9600.04%18,578CommonSOLE
036752103ELVELEVANCE HEALTH INC$6,9600.04%15,665CommonSOLE
81141R100SESEA LTD$6,9570.04%119,857CommonSOLE
780287108RGLDROYAL GOLD INC$6,7820.03%59,091CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$6,7640.03%68,882CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$6,6510.03%448,486CommonSOLE
784730103SSRMSSR MNG INC$6,6420.03%468,420CommonSOLE
172967424CCITIGROUP INC$6,5770.03%142,863CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$6,5560.03%4,980CommonSOLE
375558103GILDGILEAD SCIENCES INC$6,4610.03%83,828CommonSOLE
713448108PEPPEPSICO INC$6,4130.03%34,624CommonSOLE
38059T106GFIGOLD FIELDS LTD$6,3560.03%459,605CommonSOLE
911363109URIUNITED RENTALS INC$6,3100.03%14,168CommonSOLE
744320102PRUPRUDENTIAL FINL INC$6,2970.03%71,382CommonSOLE
78463V107GLDSPDR GOLD TR$6,1710.03%34,617CommonSOLE
683344105ONTOONTO INNOVATION INC COM$6,1240.03%52,581CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$6,0580.03%150,932CommonSOLE
49427F108KRCKILROY RLTY CORP$6,0330.03%200,501CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$6,0060.03%79,196CommonSOLE
035128206AUUSDANGLOGOLD ASHANTI LIMITED$5,9870.03%283,891CommonSOLE
750481103RADIUS GLOBAL INFRASTRCTRE I$5,9150.03%396,950CommonSOLE
075887109BDXBECTON DICKINSON & CO$5,9030.03%22,358CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$5,8490.03%103,191CommonSOLE
534187109LNCLINCOLN NATL CORP IND$5,8250.03%226,141CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$5,8100.03%931,102CommonSOLE
59156R108METMETLIFE INC$5,6600.03%100,119CommonSOLE
46434G822EWJISHARES INC$5,6250.03%90,879CommonSOLE
758849103REGREGENCY CTRS CORP$5,5070.03%89,158CommonSOLE
G16250105BROOKFIELD REINS LTD$5,4040.03%159,592CommonSOLE
83200N103SMARGBPSMARTSHEET INC$5,2010.03%135,939CommonSOLE
15135B101CNCCENTENE CORP DEL$4,8810.02%72,359CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$4,8440.02%259,858CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$4,8330.02%16,045CommonSOLE
931142103WMTWALMART INC$4,8130.02%30,623CommonSOLE
244199105DEDEERE & CO$4,6120.02%11,382CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4,5530.02%46,644CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4,5060.02%39,850CommonSOLE
680665205OLNOLIN CORP$4,4970.02%87,515CommonSOLE
92763M105VIPER ENERGY PARTNERS$4,4510.02%165,880CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$4,2680.02%56,095CommonSOLE
199908104FIXCOMFORT SYS USA INC$4,1780.02%25,447CommonSOLE
78464A870XBISPDR SER TR$4,0080.02%48,171CommonSOLE
05465C100AXAXOS FINANCIAL INC$3,9950.02%101,290CommonSOLE
58155Q103MCKMCKESSON CORP$3,9670.02%9,284CommonSOLE
00191U102EFORASGN INC$3,8960.02%51,511CommonSOLE
848637104SPLKCHFSPLUNK INC$3,7010.02%34,889CommonSOLE
012653101ALBALBEMARLE CORP$3,6170.02%16,214CommonSOLE
228368106CCKCROWN HLDGS INC$3,5780.02%41,192CommonSOLE
928563402VMWAVMWARE INC$3,5580.02%24,764CommonSOLE
03831W108APPAPPLOVIN CORP$3,4590.02%134,418CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3,3710.02%7,605CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$3,3580.02%53,461CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$3,3430.02%298,181CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$3,2930.02%35,436CommonSOLE
P5626F128IFSINTERCORP FINL SVCS INC$3,2080.02%129,144CommonSOLE
422806208HEI/AHEICO CORP NEW$3,2030.02%22,784CommonSOLE
46432F842IEFAISHARES TR$3,1710.02%46,984CommonSOLE
574599106MASMASCO CORP$3,1140.02%54,262CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$3,1120.02%37,187CommonSOLE
464285204IAUISHARES GOLD TR$3,0790.02%84,617CommonSOLE
98149E303GLDMWORLD GOLD TR$3,0680.02%80,534CommonSOLE
88160R101TSLATESLA INC$3,0430.02%11,623CommonSOLE
531229409LIBERTY MEDIA CORP DEL$2,9000.01%88,401CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2,8950.01%8,225CommonSOLE
147528103CASYCASEYS GEN STORES INC$2,8840.01%11,827CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2,8760.01%10,832CommonSOLE
53223X107LIFE STORAGE INC$2,8440.01%21,390CommonSOLE
714046109RVTYREVVITY INC$2,8040.01%23,601CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,7330.01%19,796CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$2,7160.01%14,114CommonSOLE
436440101HO1HOLOGIC INC$2,6420.01%32,633CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2,5630.01%7,248CommonSOLE
941848103WATWATERS CORP$2,5600.01%9,605CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2,5280.01%5,492CommonSOLE
922908553VNQVANGUARD INDEX FDS$2,5240.01%30,208CommonSOLE
02209S103MOALTRIA GROUP INC$2,4920.01%55,000CommonSOLE
370334104GISGENERAL MLS INC$2,4100.01%31,417CommonSOLE
H5919C104ONONON HLDG AG$2,3760.01%72,000CommonSOLE
907818108UNPUNION PAC CORP$2,2370.01%10,934CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$2,2250.01%14,283CommonSOLE
879369106TFXTELEFLEX INCORPORATED$2,1940.01%9,063CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2,1460.01%2,986CommonSOLE
19247G107COHRCOHERENT CORP$2,1400.01%41,968CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2,0960.01%6,497CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2,0960.01%56,368CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2,0870.01%15,889CommonSOLE
053332102AZOAUTOZONE INC$2,0650.01%828CommonSOLE
G02602103DOXAMDOCS LTD$2,0610.01%20,848CommonSOLE
596278101MIDDMIDDLEBY CORP$2,0580.01%13,920CommonSOLE
149123101CATCATERPILLAR INC DEL$1,9650.01%7,986CommonSOLE
464288273SCZISHARES TR$1,9210.01%32,573CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$1,9110.01%27,131CommonSOLE
184496107CLHCLEAN HARBORS INC$1,8750.01%11,401CommonSOLE
46428Q109SLVISHARES SILVER TR$1,8590.01%89,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1,8480.01%15,751CommonSOLE
626717102MURMURPHY OIL CORP$1,8430.01%48,121CommonSOLE
576485205MTDRMATADOR RES CO$1,8100.01%34,590CommonSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$1,7750.01%3,325,000CommonSOLE
464287515IGVISHARES TR$1,7640.01%5,100CommonSOLE
88579Y101MMM3M CO$1,7340.01%17,322CommonSOLE
74460D109PSAPUBLIC STORAGE$1,6460.01%5,641CommonSOLE
46434V423KSAISHARES TR$1,6020.01%38,763CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1,5040.01%48,094CommonSOLE
423452101HPHELMERICH & PAYNE INC$1,4980.01%42,244CommonSOLE
09062X103BIIBBIOGEN IDEC INC$1,4850.01%5,215CommonSOLE
22266T109CPNGCOUPANG INC$1,4450.01%83,039CommonSOLE
902973304USBUS BANCORP DEL$1,4450.01%43,730CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1,4260.01%6,488CommonSOLE
87612E106TGTTARGET CORP$1,4250.01%10,805CommonSOLE
277432100EMNEASTMAN CHEM CO$1,4090.01%16,824CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1,3080.01%5,230CommonSOLE
55354G100MSCIMSCI INC$1,2830.01%2,734CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$1,2730.01%95,198CommonSOLE
30034W106EVRGEVERGY INC$1,2670.01%21,681CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1,2630.01%11,093CommonSOLE
31428X106FDXFEDEX CORP$1,1840.01%4,778CommonSOLE
464288281EMBISHARES TR$1,1840.01%13,678CommonSOLE
23331A109DHID R HORTON INC$1,1760.01%9,664CommonSOLE
83066P200SKILLSOFT CORP$1,1730.01%945,797CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1,1540.01%26,728CommonSOLE
98419M100XYLXYLEM INC$1,1400.01%10,119CommonSOLE
464286400EWZISHARES INC$1,1350.01%35,000CommonSOLE
171340102CHDCHURCH & DWIGHT INC$1,1260.01%11,232CommonSOLE
92189F791GDXJVANECK ETF TRUST$1,1050.01%31,000CommonSOLE
857477103STTSTATE STR CORP$1,0760.01%14,710CommonSOLE
G65431127NENOBLE CORP PLC$1,0710.01%25,916CommonSOLE
349915AA6FORTUNA SILVER MINES INC$1,0600.01%1,101,000CommonSOLE
464288869IWCISHARES TR$1,0480.01%9,588CommonSOLE
427866108HSYHERSHEY CO$1,0390.01%4,162CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,0370.01%1,086CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1,0150.01%3,389CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1,0090.01%8,393CommonSOLE
60770K107MRNAMODERNA INC$1,0070.01%8,287CommonSOLE
464287630IWNISHARES TR$9960.01%7,075CommonSOLE
842587107SOSOUTHERN CO$9900.00%14,090CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$9230.00%9,764CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$9230.00%704CommonSOLE
45168D104IDXXIDEXX LABS INC$9190.00%1,829CommonSOLE
20030N101CMCSACOMCAST CORP NEW$9030.00%21,721CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$8970.00%12,562CommonSOLE
369550108GDGENERAL DYNAMICS CORP$8810.00%4,093CommonSOLE
29786A106ETSYETSY INC$8750.00%10,343CommonSOLE
761152107RMDRESMED INC$8650.00%3,958CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$8380.00%2,856CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$8320.00%18,697CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$7880.00%29,618CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$7880.00%3,474CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$7730.00%20,129CommonSOLE
858119100STLDSTEEL DYNAMICS INC$7730.00%7,097CommonSOLE
92556V106VTRSVIATRIS INC$7690.00%77,097CommonSOLE
40434L105HPQHP INC$7600.00%24,745CommonSOLE
464287648IWOISHARES TR$7540.00%3,106CommonSOLE
452327109ILMNILLUMINA INC$7510.00%4,007CommonSOLE
626755102MUSAMURPHY USA INC$7480.00%2,404CommonSOLE
189054109CLXCLOROX CO DEL$7480.00%4,703CommonSOLE
704326107PAYXPAYCHEX INC$7300.00%6,522CommonSOLE
923454102VERITIV CORP$7290.00%5,802CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$7170.00%1,875CommonSOLE
46435G425ESGUISHARES TR$7140.00%7,325CommonSOLE
369604301GEGENERAL ELECTRIC CO$7140.00%6,503CommonSOLE
34959E109FTNTFORTINET INC$7000.00%9,263CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6930.00%1,778CommonSOLE
81181C104SEAGEN INC$6820.00%3,544CommonSOLE
778296103ROSTROSS STORES INC$6820.00%6,081CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$6810.00%4,674CommonSOLE
45784P101PODDINSULET CORP$6710.00%2,327CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6610.00%8,131CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$6600.00%5,893CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$6590.00%16,471CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$6590.00%11,459CommonSOLE
56585A102MPCMARATHON PETE CORP$6510.00%5,585CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$6490.00%13,700CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$6470.00%10,262CommonSOLE
058498106BALLBALL CORP$6360.00%10,922CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$6350.00%4,324CommonSOLE
231021106CMICUMMINS INC$6340.00%2,586CommonSOLE
871829107SYYSYSCO CORP$6320.00%8,513CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$6230.00%3,585CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$6210.00%3,868CommonSOLE
46090E953INVESCO QQQ TR$6200.00%1,754PUTSOLE
22052L104CTVACORTEVA INC$6180.00%10,792CommonSOLE
205887102CAGCONAGRA FOODS INC$6120.00%18,155CommonSOLE
311900104FASTFASTENAL CO$5980.00%10,133CommonSOLE
832696405SJMSMUCKER J M CO$5970.00%4,046CommonSOLE
30212P303EXPEEXPEDIA INC GROUP INC$5920.00%5,410CommonSOLE
097023105BABOEING CO$5830.00%2,761CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$5820.00%46,422CommonSOLE
668771108GENGEN DIGITAL INC$5780.00%31,184CommonSOLE
278865100ECLECOLAB INC$5700.00%3,053CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$5670.00%2,985CommonSOLE
466313103JBLJABIL CIRCUIT INC$5600.00%5,192CommonSOLE
285512109EAELECTRONIC ARTS INC$5580.00%4,299CommonSOLE
02156K103OPTUALTICE USA INC$5570.00%184,600CommonSOLE
98980G102ZSZSCALER INC$5560.00%3,797CommonSOLE
988498101YUMYUM BRANDS INC$5460.00%3,943CommonSOLE
46434V647REETISHARES TR$5460.00%23,760CommonSOLE
37045V100GMGENERAL MTRS CO$5430.00%14,092CommonSOLE
501044101KRKROGER CO$5410.00%11,522CommonSOLE
071813109BAXBAXTER INTL INC$5300.00%11,641CommonSOLE
216648402COOPER COS INC$5260.00%1,371CommonSOLE
83570H108SONOSONOS INC$5230.00%32,000CommonSOLE
82489T104SWAVUSDSHOCKWAVE MED INC$5230.00%1,833CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$5190.00%1,575CommonSOLE
G46188101HZNPNHORIZON THERAPEUTICS PUB L$5190.00%5,044CommonSOLE
833445109SNOWSNOWFLAKE INC$5170.00%2,937CommonSOLE
086516101BBYBEST BUY INC$5130.00%6,254CommonSOLE
749685103RPMRPM INTL INC$5130.00%5,719CommonSOLE
92276F100VTRVENTAS INC$5080.00%10,740CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$5000.00%5,577CommonSOLE
513272104LWLAMB WESTON HLDGS INC$4990.00%4,338CommonSOLE
18915M107NETCLOUDFLARE INC$4980.00%7,622CommonSOLE
G8473T100STESTERIS PLC$4960.00%2,204CommonSOLE
68268W103OMFONEMAIN HLDGS INC$4900.00%11,214CommonSOLE
690742101OCOWENS CORNING NEW$4900.00%3,755CommonSOLE
571903202MARMARRIOTT INTL INC NEW$4880.00%2,657CommonSOLE
693506107PPGPPG INDS INC$4880.00%3,289CommonSOLE
525327102LDOSLEIDOS HLDGS INC$4880.00%5,511CommonSOLE
64110D104NTAPNETAPP INC$4880.00%6,386CommonSOLE
830879102SKYWSKYWEST INC$4850.00%11,920CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$4840.00%5,129CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$4750.00%2,845CommonSOLE
258623107DBLDOUBLELINE OPPORTUNISTIC CR$4730.00%32,615CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$4700.00%1,887CommonSOLE
30063P105EXKEXACT SCIENCES CORP$4680.00%4,988CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$4680.00%4,227CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$4670.00%19,436CommonSOLE
718546104PSXPHILLIPS 66$4640.00%4,861CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$4630.00%9,308CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$4630.00%2,781CommonSOLE
032095101APHAMPHENOL CORP NEW$4630.00%5,451CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4610.00%7,055CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4590.00%29,922CommonSOLE
440452100HRLHORMEL FOODS CORP$4590.00%11,415CommonSOLE
833034101SNASNAP ON INC$4580.00%1,589CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$4560.00%1,853CommonSOLE
053807103AVTAVNET INC$4540.00%8,991CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$4520.00%15,850CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$4520.00%7,999CommonSOLE
55261F104MTBM & T BK CORP$4480.00%3,618CommonSOLE
745867101PHMPULTE GROUP INC$4440.00%5,711CommonSOLE
65290E101NXTNEXTRACKER INC$4430.00%11,125CommonSOLE
03076C106AMPAMERIPRISE FINL INC$4320.00%1,302CommonSOLE
78463X541GNRSPDR INDEX SHS FDS$4310.00%8,000CommonSOLE
172908105CTASCINTAS CORP$4270.00%860CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$4240.00%4,327CommonSOLE
46435U218SUSLISHARES TR$4240.00%5,479CommonSOLE
04016X101ARGXARGENX SE$4230.00%1,085CommonSOLE
563571405MTWMANITOWOC CO INC$4220.00%22,405CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$4200.00%16,797CommonSOLE
47580P103JELDJELD-WEN HLDG INC$4190.00%23,877CommonSOLE
053774105CARAVIS BUDGET GROUP$4190.00%1,832CommonSOLE
30226D106EXTREXTREME NETWORKS$4170.00%16,020CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$4160.00%11,531CommonSOLE
783549108RRYDER SYS INC$4120.00%4,863CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$4100.00%4,539CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$4070.00%24,445CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC$3990.00%23,830CommonSOLE
64828T201RITMRITHM CAPITAL CORP$3960.00%42,360CommonSOLE

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.