MondegarAI
TOBAM

Q2 2024 · 13F-HR/A

TOBAMholdings as filed

Filed 2024-08-01 · accession 0001527488-24-000017

$637,805
Reported value
326
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
532457108LLYELI LILLY & CO$20,0743.15%22,172CommonSOLE
00206R102TAT&T INC$19,0922.99%999,054CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$17,9212.81%56,258CommonSOLE
444859102HUMHUMANA INC$16,8762.65%45,165CommonSOLE
58155Q103MCKMCKESSON CORP$16,7352.62%28,654CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$16,5082.59%159,219CommonSOLE
370334104GISGENERAL MILLS INC$16,4752.58%260,431CommonSOLE
12503M108CBOECBOE HOLDINGS INC$16,2932.55%95,805CommonSOLE
00287Y109ABBVABBVIE INC$15,8872.49%92,627CommonSOLE
189054109CLXCLOROX COMPANY$14,8872.33%109,087CommonSOLE
717081103PFEPFIZER INC$14,3082.24%511,355CommonSOLE
58933Y105MRKMERCK & CO. INC.$13,5542.13%109,482CommonSOLE
487836108KKELLANOVA$13,0802.05%226,763CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$12,9712.03%314,527CommonSOLE
651639106NEMNEWMONT CORP$12,9672.03%309,707CommonSOLE
832696405SJMJM SMUCKER CO/THE$12,4571.95%114,244CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$12,4541.95%90,465CommonSOLE
040413106ANETEURARISTA NETWORKS INC$12,2541.92%34,963CommonSOLE
501044101KRKROGER CO$11,6281.82%232,877CommonSOLE
478160104JNJJOHNSON & JOHNSON$11,4671.80%78,454CommonSOLE
134429109CPBCAMPBELL SOUP CO$11,3711.78%251,621CommonSOLE
440452100HRLHORMEL FOODS CORP$9,8941.55%324,513CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$9,0661.42%218,309CommonSOLE
743315103PGRPROGRESSIVE CORP$8,3831.31%40,359CommonSOLE
57060D108MKTXMARKETAXESS HOLDINGS INC$8,3101.30%41,438CommonSOLE
23918K108DVADAVITA INC$8,2911.30%59,836CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$8,0481.26%8,314CommonSOLE
68389X105ORCLORACLE CORP$7,8121.22%55,329CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$7,7711.22%49,183CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$7,7551.22%27,767CommonSOLE
806857108SLBSCHLUMBERGER LTD$7,6461.20%162,061CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$7,2251.13%29,731CommonSOLE
427866108HSYHERSHEY CO/THE$7,1091.11%38,674CommonSOLE
83304A106SNAPSNAP INC - A$7,0091.10%421,953CommonSOLE
466313103JBLJABIL CIRCUIT INC$6,9441.09%63,826CommonSOLE
67059N108NTNXNUTANIX INC - A$6,7101.05%118,022CommonSOLE
74935Q107RBARITCHIE BROS AUCTIONEERS$6,5631.03%62,899CommonNONE
458140100INTCINTEL CORP$6,5051.02%210,048CommonSOLE
253393102DKSDICK'S SPORTING GOODS INC$6,4961.02%30,237CommonSOLE
891092108TTCTORO CO$6,3310.99%67,708CommonSOLE
336433107FSLRFIRST SOLAR INC$5,8490.92%25,942CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$5,6500.89%6,896CommonSOLE
67066G104NVDANVIDIA CORP$5,1260.80%41,489CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$5,0660.79%151,457CommonSOLE
37959E102GLGLOBE LIFE INC$4,6960.74%57,069CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$4,6140.72%51,224CommonSOLE
02079K305GOOGLALPHABET INC-CL A$4,5230.71%24,833CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$4,2370.66%95,753CommonSOLE
668771108GENGEN DIGITAL INC$4,0220.63%160,998CommonSOLE
12541W209CHRWC.H. ROBINSON WORLDWIDE INC$3,9710.62%45,065CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$3,8510.60%24,768CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$3,8350.60%16,631CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORP$3,5240.55%4,800CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$3,4280.54%56,715CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL-CLASS B$3,3480.52%322,200CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$3,2690.51%33,247CommonSOLE
30303M102METAMETA PLATFORMS INC$3,2660.51%6,477CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3,1720.50%25,174CommonSOLE
084423102WRBWR BERKLEY CORP$3,0710.48%39,085CommonSOLE
03073E105CORCENCORA INC$3,0370.48%13,481CommonSOLE
256677105DGDOLLAR GENERAL CORP$2,7420.43%20,737CommonSOLE
037833100AAPLAPPLE INC$2,7010.42%12,825CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC-A$2,4360.38%86,747CommonSOLE
579780206MKCMCCORMICK & CO-NON VTG SHRS$2,3850.37%33,621CommonSOLE
594918104MSFTMICROSOFT CORP$2,1950.34%4,910CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2,1230.33%8,844CommonNONE
94106L109WMWASTE MANAGEMENT INC$2,0610.32%9,660CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$2,0440.32%11,816CommonSOLE
008474108AEMAGNICO-EAGLE MINES$1,9260.30%21,523CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$1,9060.30%14,693CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1,8540.29%29,600CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$1,7300.27%26,892CommonSOLE
11135F101AVGOBROADCOM INC$1,6830.26%1,048CommonSOLE
683715106OTEXOPEN TEXT CORP$1,6480.26%40,112CommonNONE
90384S303ULTAULTA SALON COSMETICS & FRAGR$1,5730.25%4,076CommonSOLE
759351604RGAREINSURANCE GROUP OF AMERICA$1,5090.24%7,349CommonSOLE
205887102CAGCONAGRA FOODS INC$1,4980.23%52,697CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1,4920.23%20,807CommonSOLE
60770K107MRNAMODERNA INC$1,4900.23%12,545CommonSOLE
13321L108CCJCAMECO CORP$1,4690.23%21,820CommonNONE
902494103TSNTYSON FOODS INC-CL A$1,4610.23%25,565CommonSOLE
40434L105HPQHEWLETT-PACKARD CO$1,3260.21%37,868CommonSOLE
351858105FNVFRANCO-NEVADA CORP$1,3060.20%8,052CommonNONE
09062X103BIIBBIOGEN INC$1,2390.19%5,345CommonSOLE
82968B103SIRIEURSIRIUS XM RADIO INC$1,1410.18%403,160CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1,1120.17%1,058CommonSOLE
742718109PGPROCTER & GAMBLE CO/THE$1,0980.17%6,660CommonSOLE
29414B104EPAMEPAM SYSTEMS INC$1,0650.17%5,662CommonSOLE
631103108NDAQNASDAQ OMX GROUP/THE$1,0200.16%16,923CommonSOLE
92826C839VVISA INC-CLASS A SHARES$9830.15%3,744CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$9760.15%14,359CommonSOLE
007903107AMDADVANCED MICRO DEVICES$9720.15%5,991CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$9630.15%1,891CommonSOLE
29530P102ERIEERIE INDEMNITY COMPANY-CL A$9520.15%2,628CommonSOLE
05534B760BCEBCE INC$9320.15%21,030CommonSOLE
761152107RMDRESMED INC$8900.14%4,651CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$8890.14%11,998CommonSOLE
30063P105EXKEXACT SCIENCES CORP$8430.13%19,955CommonSOLE
375558103GILDGILEAD SCIENCES INC$8390.13%12,232CommonSOLE
595112103MUMICRON TECHNOLOGY INC$7790.12%5,919CommonSOLE
775109200RCIROGERS COMMUNICATIONS -CL B$7590.12%14,995CommonSOLE
060505104BACBANK OF AMERICA CORP$7470.12%18,775CommonSOLE
713448108PEPPEPSICO INC$7340.12%4,449CommonSOLE
747525103QCOMQUALCOMM INC$7260.11%3,647CommonSOLE
191216100KOCOCA-COLA CO/THE$7140.11%11,219CommonSOLE
45104G104IBNICICI BANK LTD-SPON ADR$7070.11%24,552CommonSOLE
891160509TDTORONTO-DOMINION BANK$6840.11%9,099CommonSOLE
949746101WMT2WELLS FARGO & CO$6830.11%11,502CommonSOLE
256746108DLTRDOLLAR TREE INC$5870.09%5,499CommonSOLE
57636Q104MAMASTERCARD INC-CLASS A$5760.09%1,305CommonSOLE
00724F101ADBEADOBE INC$5360.08%964CommonSOLE
64110L106NFLXNETFLIX INC$5320.08%788CommonSOLE
12532H104GIBCGI GROUP INC - CL A$5000.08%3,659CommonSOLE
126650100CVSCVS HEALTH CORP$4970.08%8,416CommonSOLE
020002101ALLALLSTATE CORP$4940.08%3,095CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$4800.08%4,943CommonSOLE
79466L302CRMSALESFORCE.COM INC$4550.07%1,769CommonSOLE
031162100AMGNAMGEN INC$4500.07%1,439CommonSOLE
26210C104DBXDROPBOX INC-CLASS A$4410.07%19,642CommonSOLE
032095101APHAMPHENOL CORP-CL A$4240.07%6,291CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$4210.07%1,277CommonSOLE
872540109TJXTJX COMPANIES INC$4140.06%3,756CommonSOLE
124765108CAECAE INC$4130.06%16,251CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4030.06%1,740CommonSOLE
254687106DISWALT DISNEY CO/THE$4030.06%4,058CommonSOLE
594972408MSTRMICROSTRATEGY INC-CL A$3830.06%278CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$3780.06%4,913CommonSOLE
136069101CMCAN IMPERIAL BK OF COMMERCE$3760.06%5,774CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS -CL A$3750.06%223CommonSOLE
863667101SYKSTRYKER CORP$3740.06%1,099CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$3720.06%7,839CommonSOLE
780087102RYROYAL BANK OF CANADA$3710.06%2,546CommonSOLE
87807B107TRPTC ENERGY CORP$3700.06%7,139CommonSOLE
665859104NTRSNORTHERN TRUST CORP$3680.06%4,377CommonSOLE
580135101MCDMCDONALD'S CORP$3630.06%1,426CommonSOLE
90138F102TWLOTWILIO INC - A$3580.06%6,299CommonSOLE
064058100BKBANK OF NEW YORK CO INC$3500.05%5,845CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3320.05%600CommonSOLE
18452B209CLSKCLEANSPARK INC$3270.05%20,487CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$3260.05%1,675CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$3250.05%1,650CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$3190.05%1,576CommonSOLE
461202103INTUINTUIT INC$3170.05%483CommonSOLE
002824100ABTABBOTT LABORATORIES$3160.05%3,039CommonSOLE
15101Q207CLSCELESTICA INC$3150.05%4,021CommonSOLE
452308109ITWILLINOIS TOOL WORKS$3140.05%1,324CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$3140.05%369CommonSOLE
235851102DHRDANAHER CORP$3100.05%1,240CommonSOLE
437076102HDHOME DEPOT INC$3060.05%888CommonSOLE
842587107SOSOUTHERN CO$3050.05%3,929CommonSOLE
74167P108BCBUSDPRIMO WATER CORP$3040.05%10,177CommonSOLE
85472N109STNSTANTEC INC$3030.05%2,642CommonSOLE
20030N101CMCSACOMCAST CORP-CLASS A$3010.05%7,694CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$2960.05%996CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S - ADR$2950.05%2,163CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2930.05%625CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC-A$2920.05%4,464CommonSOLE
923725105VETVERMILION ENERGY INC$2900.05%19,239CommonSOLE
09247X101BLKCHFBLACKROCK INC$2850.04%362CommonSOLE
876030107TPRCOACH INC$2820.04%6,596CommonSOLE
45866F104ICEINTERCONTINENTALEXCHANGE INC$2630.04%1,924CommonSOLE
56501R106MFCMANULIFE FINANCIAL CORP$2610.04%7,173CommonSOLE
036752103ELVELEVANCE HEALTH INC$2600.04%479CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$2580.04%839CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2580.04%581CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$2490.04%26,148CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2460.04%62CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$2460.04%2,717CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2460.04%544CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2450.04%2,648CommonSOLE
064149107BNSBANK OF NOVA SCOTIA$2430.04%3,879CommonSOLE
172967424CCITIGROUP INC$2430.04%3,837CommonSOLE
778296103ROSTROSS STORES INC$2320.04%1,595CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$2290.04%3,107CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$2240.04%1,081CommonSOLE
852234103XYZSQUARE INC - A$2240.04%3,468CommonSOLE
87971M103TUTELUS CORP$2200.03%10,606CommonSOLE
052769106ADSKAUTODESK INC$2070.03%837CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$2000.03%839CommonSOLE
194693107CIGICOLLIERS INTERNATIONAL GROUP$1990.03%1,302CommonSOLE
244199105DEDEERE & CO$1980.03%531CommonSOLE
032654105ADIANALOG DEVICES INC$1950.03%854CommonSOLE
874080104TALTAL EDUCATION GROUP- ADR$1880.03%17,586CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1860.03%677CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$1850.03%879CommonSOLE
872590104TMUST-MOBILE US INC$1830.03%1,038CommonSOLE
74460D109PSAPUBLIC STORAGE INC$1820.03%634CommonSOLE
172908105CTASCINTAS CORP$1810.03%258CommonSOLE
97717P104WTWISDOMTREE INC$1810.03%18,308CommonSOLE
911312106UPSUNITED PARCEL SERVICE-CL B$1780.03%1,299CommonSOLE
03027X100AMTAMERICAN TOWER CORP$1780.03%916CommonSOLE
337738108FISVFISERV INC$1770.03%1,190CommonSOLE
871607107SNPSSYNOPSYS INC$1750.03%294CommonSOLE
482480100KLACKLA CORP$1730.03%210CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO/THE$1700.03%570CommonSOLE
654106103NKENIKE INC -CL B$1680.03%2,224CommonSOLE
74340W103PLDPROLOGIS INC$1670.03%1,485CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$1660.03%3,326CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1660.03%1,201CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$1630.03%426CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$1600.03%1,641CommonSOLE
756109104OREALTY INCOME CORP$1570.02%2,973CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$1560.02%1,204CommonSOLE
063671101BMOBANK OF MONTREAL$1560.02%1,355CommonSOLE
038222105AMATAPPLIED MATERIALS INC$1520.02%642CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC$1390.02%2,066CommonSOLE
136375102CNICANADIAN NATL RAILWAY CO$1390.02%862CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$1390.02%896CommonSOLE
15135B101CNCCENTENE CORP$1390.02%2,094CommonSOLE
204448104BVNCIA DE MINAS BUENAVENTUR-ADR$1360.02%8,003CommonSOLE
311900104FASTFASTENAL CO$1350.02%2,145CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$1340.02%329CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$1300.02%1,292CommonSOLE
617446448MSMORGAN STANLEY$1300.02%1,335CommonSOLE
559222401MGAMAGNA INTERNATIONAL INC-CL A$1290.02%2,251CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP-CL A$1270.02%648CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1270.02%1,425CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC-CLASS A$1230.02%458CommonSOLE
29476L107EQREQUITY RESIDENTIAL$1230.02%1,775CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SERVICES$1220.02%1,623CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1200.02%213CommonSOLE
29444U700EQIXEQUINIX INC$1200.02%159CommonSOLE
548661107LOWLOWE'S COS INC$1180.02%534CommonSOLE
59156R108METMETLIFE INC$1170.02%1,668CommonSOLE
252131107DXCMDEXCOM INC$1170.02%1,029CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$1150.02%2,964CommonSOLE
070830104BBWIBATH & BODY WORKS INC$1140.02%2,917CommonSOLE
26856L103ELFELF BEAUTY INC$1130.02%538CommonSOLE
278642103EBAYEBAY INC$1100.02%2,050CommonSOLE
518439104ELESTEE LAUDER COMPANIES-CL A$1090.02%1,025CommonSOLE
988498101YUMYUM! BRANDS INC$1080.02%819CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE$1080.02%609CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1070.02%363CommonSOLE
95040Q104WELLWELLTOWER INC$1070.02%1,025CommonSOLE
075887109BDXBECTON DICKINSON & CO$1070.02%458CommonSOLE
366651107ITGARTNER INC$1050.02%234CommonSOLE
571903202MARMARRIOTT INTERNATIONAL-CL A$1040.02%429CommonSOLE
249906108DSGXDESCARTES SYSTEMS GRP/THE$1030.02%774CommonSOLE
12514G108CDWCDW CORP/DE$1020.02%454CommonSOLE
284902509EGOELDORADO GOLD CORPORATION$1020.02%5,036CommonSOLE
34959E109FTNTFORTINET INC$990.02%1,644CommonSOLE
278865100ECLECOLAB INC$990.02%415CommonSOLE
053332102AZOAUTOZONE INC$980.02%33CommonSOLE
22160N109CSGPCOSTAR GROUP INC$950.01%1,287CommonSOLE
001055102AFLAFLAC INC$950.01%1,067CommonSOLE
166764100CVXCHEVRON CORP$940.01%600CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$930.01%1,478CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC-SUB VT$930.01%1,751CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-CLASS A$930.01%509CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$930.01%669CommonSOLE
958102105WDCWESTERN DIGITAL CORP$910.01%1,196CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$910.01%86CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$900.01%591CommonSOLE
78409V104SPGIS&P GLOBAL INC$900.01%201CommonSOLE
303250104FICOFAIR ISAAC CORP$890.01%60CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$890.01%587CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$840.01%325CommonSOLE
40412C101HCAHCA INC$820.01%255CommonSOLE
384802104GWWWW GRAINGER INC$800.01%89CommonSOLE
817565104SCISERVICE CORP INTERNATIONAL$800.01%1,127CommonSOLE
21036P108STZCONSTELLATION BRANDS INC-A$800.01%311CommonSOLE
30161N101EXCEXELON CORP$790.01%2,287CommonSOLE
87612E106TGTTARGET CORP$790.01%531CommonSOLE
690370101BBBYBEYOND INC$780.01%5,955CommonSOLE
443573100HUBSHUBSPOT INC$780.01%132CommonSOLE
217204106CPRTCOPART INC$780.01%1,433CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$770.01%497CommonSOLE
760759100RSGREPUBLIC SERVICES INC$770.01%398CommonSOLE
55261F104MTBM & T BANK CORP$770.01%508CommonSOLE
58733R102MELIMERCADOLIBRE INC$760.01%46CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$750.01%688CommonSOLE
380237107GDDYGODADDY INC - CLASS A$750.01%534CommonSOLE
086516101BBYBEST BUY CO INC$750.01%895CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$750.01%70CommonSOLE
74624M102PPURE STORAGE INC - CLASS A$740.01%1,156CommonSOLE
632307104NTRANATERA INC$740.01%681CommonSOLE
550021109LULULULULEMON ATHLETICA INC$740.01%247CommonSOLE
64110D104NTAPNETAPP INC$740.01%576CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$730.01%5,506CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$730.01%1,119CommonSOLE
615369105MCOMOODY'S CORP$730.01%173CommonSOLE
704326107PAYXPAYCHEX INC$730.01%614CommonSOLE
55354G100MSCIMSCI INC$730.01%151CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$730.01%1,405CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$710.01%546CommonSOLE
219350105GLWCORNING INC$710.01%1,832CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$710.01%146CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$710.01%2,113CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$700.01%272CommonSOLE
031100100AMEAMETEK INC$600.01%357CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$580.01%535CommonSOLE
902653104UDRUDR INC$570.01%1,394CommonSOLE
565788106MARAMARATHON DIGITAL HOLDINGS IN$560.01%2,821CommonSOLE
65473P105NINISOURCE INC$560.01%1,957CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$550.01%129CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$540.01%463CommonSOLE
03743Q108APAAPA CORP$530.01%1,810CommonSOLE
767292105RIOTRIOT PLATFORMS INC$510.01%5,596CommonSOLE
316773100FITBFIFTH THIRD BANCORP$500.01%1,381CommonSOLE
88034P109TMETENCENT MUSIC ENTERTAINM-ADR$490.01%3,498CommonSOLE
260003108DOVDOVER CORP$480.01%265CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMM$460.01%320CommonSOLE
74834L100DGXQUEST DIAGNOSTICS$400.01%291CommonSOLE
125896100CMSCMS ENERGY CORP$390.01%659CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$370.01%69CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$360.01%67CommonSOLE
133131102CPTCAMDEN PROPERTY TRUST$360.01%331CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE -SPN ADR$350.01%4,402CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$340.01%1,111CommonSOLE
92343E102VRSNVERISIGN INC$340.01%193CommonSOLE
690742101OCOWENS CORNING$330.01%192CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$290.00%234CommonSOLE
460690100IPGINTERPUBLIC GROUP OF COS INC$280.00%951CommonSOLE
14316J108CGCARLYLE GROUP INC/THE$270.00%670CommonSOLE
297178105ESSESSEX PROPERTY TRUST INC$260.00%96CommonSOLE
896239100TRMBTRIMBLE INC$250.00%441CommonSOLE
866674104SUISUN COMMUNITIES INC$230.00%192CommonSOLE
354613101BENFRANKLIN RESOURCES INC$220.00%1,006CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$200.00%83CommonSOLE
831865209AOSSMITH (A.O.) CORP$200.00%240CommonSOLE
384109104GGGGRACO INC$190.00%234CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS$180.00%291CommonSOLE
655663102NDSNNORDSON CORP$170.00%73CommonSOLE
45167R104IEXIDEX CORP$160.00%80CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$150.00%208CommonSOLE
05351W103AGREURAVANGRID INC$80.00%226CommonSOLE

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.