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Cipher Capital LP

Q2 2022 · 13F-HR

Cipher Capital LPholdings as filed

Filed 2022-08-12 · accession 0001567619-22-015710

$442,351
Reported value
369
Positions
2022-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
37045V100GMGENERAL MTRS CO$4,5961.04%144,707CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$4,5201.02%103,847CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$4,4641.01%29,753CommonSHARED
988498101YUMYUM BRANDS INC$4,4511.01%39,208CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$4,4351.00%15,975CommonSHARED
949746101WMT2WELLS FARGO CO NEW$4,4171.00%112,776CommonSHARED
427866108HSYHERSHEY CO$4,4171.00%20,530CommonSHARED
060505104BACBK OF AMERICA CORP$4,4151.00%141,824CommonSHARED
30040W108ESEVERSOURCE ENERGY$4,4111.00%52,222CommonSHARED
125896100CMSCMS ENERGY CORP$4,4010.99%65,196CommonSHARED
58933Y105MRKMERCK & CO INC$4,3840.99%48,081CommonSHARED
166764100CVXCHEVRON CORP NEW$4,3560.98%30,090CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$4,3470.98%47,423CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4,3340.98%15,876CommonSHARED
235851102DHRDANAHER CORPORATION$4,2200.95%16,645CommonSHARED
806857108SLBSCHLUMBERGER LTD$4,2190.95%117,985CommonSHARED
59156R108METMETLIFE INC$4,1980.95%66,864CommonSHARED
580135101MCDMCDONALDS CORP$4,1270.93%16,716CommonSHARED
209115104EDCONSOLIDATED EDISON INC$4,0890.92%42,994CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$4,0390.91%24,775CommonSHARED
40434L105HPQHP INC$4,0370.91%123,140CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$3,8270.87%79,929CommonSHARED
816851109SRESEMPRA$3,6870.83%24,534CommonSHARED
032095101APHAMPHENOL CORP NEW$3,6790.83%57,144CommonSHARED
29472R108ELSEQUITY LIFESTYLE PPTYS INC$3,6350.82%51,585CommonSHARED
125523100CICIGNA CORP NEW$3,6340.82%13,791CommonSHARED
896239100TRMBTRIMBLE INC$3,6260.82%62,271CommonSHARED
22052L104CTVACORTEVA INC$3,5650.81%65,841CommonSHARED
33616C100FRCBFIRST REP BK SAN FRANCISCO C$3,5310.80%24,487CommonSHARED
126650100CVSCVS HEALTH CORP$3,4900.79%37,668CommonSHARED
038222105AMATAPPLIED MATLS INC$3,0820.70%33,878CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$3,0210.68%32,606CommonSHARED
372460105GPCGENUINE PARTS CO$3,0200.68%22,707CommonSHARED
92936U109WPCWP CAREY INC$3,0150.68%36,381CommonSHARED
832696405SJMSMUCKER J M CO$3,0060.68%23,480CommonSHARED
92939U106WECWEC ENERGY GROUP INC$2,9640.67%29,456CommonSHARED
82509L107SHOPSHOPIFY INC$2,9380.66%94,036CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$2,9340.66%19,725CommonSHARED
501044101KRKROGER CO$2,9200.66%61,694CommonSHARED
48203R104JNPJUNIPER NETWORKS INC$2,9130.66%102,217CommonSHARED
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2,8620.65%49,279CommonSHARED
718546104PSXPHILLIPS 66$2,8560.65%34,839CommonSHARED
862121100STORE CAP CORP$2,8290.64%108,490CommonSHARED
871607107SNPSSYNOPSYS INC$2,7820.63%9,162CommonSHARED
98978V103ZTSZOETIS INC$2,7240.62%15,846CommonSHARED
631103108NDAQNASDAQ INC$2,7120.61%17,777CommonSHARED
291011104EMREMERSON ELEC CO$2,7050.61%34,014CommonSHARED
85254J102STAGSTAG INDL INC$2,6550.60%85,978CommonSHARED
91913Y100VLOVALERO ENERGY CORP$2,5740.58%24,222CommonSHARED
609207105MDLZMONDELEZ INTL INC$2,5620.58%41,258CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$2,5490.58%71,421CommonSHARED
880770102TERTERADYNE INC$2,5380.57%28,339CommonSHARED
761152107RMDRESMED INC$2,5240.57%12,042CommonSHARED
268150109DTDYNATRACE INC$2,5150.57%63,780CommonSHARED
369604301GEGENERAL ELECTRIC CO$2,5110.57%39,432CommonSHARED
540424108LLOEWS CORP$2,5080.57%42,321CommonSHARED
574599106MASMASCO CORP$2,4970.56%49,350CommonSHARED
571903202MARMARRIOTT INTL INC NEW$2,4820.56%18,245CommonSHARED
573284106MLMMARTIN MARIETTA MATLS INC$2,4800.56%8,287CommonSHARED
34959E109FTNTFORTINET INC$2,3920.54%42,280CommonSHARED
758849103REGREGENCY CTRS CORP$2,3500.53%39,624CommonSHARED
31428X106FDXFEDEX CORP$2,3370.53%10,309CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$2,3290.53%14,999CommonSHARED
440452100HRLHORMEL FOODS CORP$2,2900.52%48,352CommonSHARED
031100100AMEAMETEK INC$2,2900.52%20,837CommonSHARED
00751Y106AAPADVANCE AUTO PARTS INC$2,2870.52%13,212CommonSHARED
69047Q102OVVOVINTIV INC$2,2490.51%50,892CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$2,2150.50%8,668CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$2,1920.50%12,885CommonSHARED
020002101ALLALLSTATE CORP$2,1870.49%17,261CommonSHARED
125269100CFCF INDS HLDGS INC$2,1530.49%25,109CommonSHARED
526057104LENLENNAR CORP$2,1430.48%30,374CommonSHARED
126408103CSXCSX CORP$2,0530.46%70,656CommonSHARED
34959J108FTVFORTIVE CORP$1,9610.44%36,063CommonSHARED
53223X107LIFE STORAGE INC$1,9600.44%17,555CommonSHARED
760759100RSGREPUBLIC SVCS INC$1,9530.44%14,927CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$1,9460.44%13,421CommonSHARED
G0403H108AONAON PLC SHS$1,9140.43%7,099CommonSHARED
892356106TSCOTRACTOR SUPPLY CO$1,9110.43%9,858CommonSHARED
260557103DOWDOW INC$1,9040.43%36,884CommonSHARED
92276F100VTRVENTAS INC$1,8340.41%35,662CommonSHARED
29362U104ENTGENTEGRIS INC$1,8320.41%19,890CommonSHARED
518415104LSCCLATTICE SEMICONDUCTOR CORP$1,7880.40%36,858CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$1,7830.40%13,728CommonSHARED
857477103STTSTATE STR CORP$1,7650.40%28,625CommonSHARED
65339F101NEENEXTERA ENERGY INC$1,7510.40%22,605CommonSHARED
015857105AQNALGONQUIN PWR UTILS CORP$1,7270.39%128,586CommonSHARED
26884L109EQTEQT CORP$1,7010.38%49,451CommonSHARED
086516101BBYBEST BUY INC$1,6720.38%25,643CommonSHARED
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1,6670.38%8,445CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$1,6660.38%57,699CommonSHARED
512816109LAMRLAMAR ADVERTISING CO NEW$1,6570.37%18,833CommonSHARED
27579R104EWBCEAST WEST BANCORP INC$1,6550.37%25,546CommonSHARED
112585104BROOKFIELD ASSET MGMT INC$1,6470.37%37,029CommonSHARED
45168D104IDXXIDEXX LABS INC$1,6270.37%4,638CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$1,6130.36%14,321CommonSHARED
75281A109RRCRANGE RES CORP$1,5770.36%63,715CommonSHARED
05352A100AVTRAVANTOR INC$1,5740.36%50,610CommonSHARED
46590V100JBGSJBG SMITH PPTYS$1,5730.36%66,549CommonSHARED
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1,5460.35%5,259CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$1,5240.34%11,464CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$1,4710.33%56,763CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$1,4470.33%12,986CommonSHARED
654106103NKENIKE INC$1,4400.33%14,087CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$1,4090.32%19,270CommonSHARED
256677105DGDOLLAR GEN CORP NEW$1,3880.31%5,656CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1,3840.31%10,037CommonSHARED
67077M108NTRNUTRIEN LTD$1,3810.31%17,335CommonSHARED
85571B105STWDSTARWOOD PPTY TR INC$1,3730.31%65,726CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$1,3700.31%7,845CommonSHARED
637870106NSANATIONAL STORAGE AFFILIATES$1,3680.31%27,329CommonSHARED
052769106ADSKAUTODESK INC$1,3640.31%7,932CommonSHARED
74460D109PSAPUBLIC STORAGE$1,3580.31%4,342CommonSHARED
680033107ONBOLD NATL BANCORP IND$1,3480.30%91,176CommonSHARED
44980X109IPGPIPG PHOTONICS CORP$1,3340.30%14,170CommonSHARED
902653104UDRUDR INC$1,3100.30%28,454CommonSHARED
G7S00T104PNRPENTAIR PLC$1,2840.29%28,052CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$1,2760.29%24,408CommonSHARED
29364G103ETRENTERGY CORP NEW$1,2720.29%11,294CommonSHARED
531229854FWONKUSDLIBERTY MEDIA CORP DEL$1,2500.28%19,695CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1,2330.28%18,266CommonSHARED
892672106TWTRADEWEB MKTS INC$1,2180.28%17,839CommonSHARED
754907103RYNRAYONIER INC$1,1990.27%32,076CommonSHARED
69007J106OUTFRONT MEDIA INC$1,1890.27%70,134CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$1,1810.27%23,262CommonSHARED
60871R209TAPMOLSON COORS BEVERAGE CO$1,1800.27%21,645CommonSHARED
06417N103OZKBANK OZK$1,1590.26%30,884CommonSHARED
012653101ALBALBEMARLE CORP$1,1550.26%5,525CommonSHARED
87265H109T86TRI POINTE HOMES INC$1,1510.26%68,253CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$1,1470.26%12,083CommonSHARED
693718108PCARPACCAR INC$1,1430.26%13,883CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$1,1400.26%24,662CommonSHARED
784117103SEICSEI INVTS CO$1,1350.26%21,017CommonSHARED
302491303FMCFMC CORP$1,1220.25%10,486CommonSHARED
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$1,1170.25%24,141CommonSHARED
099724106BWABORGWARNER INC$1,1140.25%33,396CommonSHARED
770323103RHIROBERT HALF INTL INC$1,0980.25%14,656CommonSHARED
12769G100CZRCAESARS ENTERTAINMENT INC NE$1,0810.24%28,235CommonSHARED
G3922B107GGENPACT LIMITED$1,0780.24%25,440CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1,0720.24%11,402CommonSHARED
198516106COLMCOLUMBIA SPORTSWEAR CO$1,0530.24%14,709CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$1,0410.24%5,360CommonSHARED
04010L103ARCCARES CAPITAL CORP$1,0390.23%57,955CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$1,0390.23%6,004CommonSHARED
831865209AOSSMITH A O CORP$1,0340.23%18,907CommonSHARED
40412C101HCAHCA HEALTHCARE INC$1,0340.23%6,155CommonSHARED
626717102MURMURPHY OIL CORP$1,0170.23%33,681CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$1,0050.23%21,912CommonSHARED
461202103INTUINTUIT$1,0020.23%2,600CommonSHARED
860630102SFSTIFEL FINL CORP$1,0000.23%17,846CommonSHARED
835495102SONSONOCO PRODS CO$9980.23%17,492CommonSHARED
418056107HASHASBRO INC$9930.22%12,124CommonSHARED
00724F101ADBEADOBE SYSTEMS INCORPORATED$9890.22%2,703CommonSHARED
237266101DARDARLING INGREDIENTS INC$9770.22%16,346CommonSHARED
02005N100ALLYALLY FINL INC$9680.22%28,872CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$9640.22%2,509CommonSHARED
311900104FASTFASTENAL CO$9230.21%18,494CommonSHARED
143658300CCL1EURCARNIVAL CORP$9220.21%106,535CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$9190.21%12,021CommonSHARED
532457108LLYLILLY ELI & CO$9080.21%2,802CommonSHARED
368736104GNRCGENERAC HLDGS INC$9080.21%4,312CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$8990.20%15,708CommonSHARED
866796105SLFSUN LIFE FINANCIAL INC.$8980.20%19,593CommonSHARED
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$8920.20%79,811CommonSHARED
713448108PEPPEPSICO INC$8850.20%5,311CommonSHARED
858119100STLDSTEEL DYNAMICS INC$8770.20%13,255CommonSHARED
58463J304MPTMEDICAL PPTYS TRUST INC$8750.20%57,295CommonSHARED
44109J106HOSTESS BRANDS INC$8740.20%41,226CommonSHARED
122017106BURLBURLINGTON STORES INC$8660.20%6,354CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$8660.20%31,368CommonSHARED
76680R206RNGRINGCENTRAL INC$8550.19%16,356CommonSHARED
G8473T100STESTERIS PLC$8510.19%4,126CommonSHARED
87807B107TRPTC ENERGY CORP$8430.19%16,277CommonSHARED
008474108AEMAGNICO EAGLE MINES LTD$8200.19%17,909CommonSHARED
067901108ABXBARRICK GOLD CORP$8140.18%46,006CommonSHARED
46266C105IQVIQVIA HLDGS INC$8040.18%3,706CommonSHARED
98980G102ZSZSCALER INC$7980.18%5,337CommonSHARED
217204106CPRTCOPART INC$7970.18%7,336CommonSHARED
292766102ERFGBPENERPLUS CORP$7900.18%59,714CommonSHARED
680665205OLNOLIN CORP$7850.18%16,952CommonSHARED
15677J108DAYCERIDIAN HCM HLDG INC$7790.18%16,550CommonSHARED
828730200SFNCSIMMONS 1ST NATL CORP$7730.17%36,369CommonSHARED
754730109RJFRAYMOND JAMES FINL INC$7670.17%8,581CommonSHARED
205768302CRKCOMSTOCK RES INC$7630.17%63,137CommonSHARED
704326107PAYXPAYCHEX INC$7520.17%6,608CommonSHARED
79466L302CRMSALESFORCE INC$7440.17%4,507CommonSHARED
42226A107HQYHEALTHEQUITY INC$7420.17%12,083CommonSHARED
360271100FULTFULTON FINL CORP PA$7390.17%51,162CommonSHARED
084423102WRBBERKLEY W R CORP$7230.16%10,589CommonSHARED
115236101BROBROWN & BROWN INC$7200.16%12,348CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$7030.16%5,200CommonSHARED
052800109ALVAUTOLIV INC$7010.16%9,795CommonSHARED
27032D304EARTHSTONE ENERGY INC$6970.16%51,083CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$6680.15%6,849CommonSHARED
03784Y200APLEAPPLE HOSPITALITY REIT INC$6650.15%45,324CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$6640.15%1,558CommonSHARED
H01301128ALCALCON AG$6580.15%9,419CommonSHARED
550241103LUMNLUMEN TECHNOLOGIES INC$6370.14%58,396CommonSHARED
78573L106SBRASABRA HEALTH CARE REIT INC$6280.14%44,983CommonSHARED
H8817H100RIGTRANSOCEAN LTD REG$6260.14%188,124CommonSHARED
817565104SCISERVICE CORP INTL$6250.14%9,045CommonSHARED
521865204LEALEAR CORP$6210.14%4,931CommonSHARED
15136A102CENTENNIAL RESOURCE DEV INC$6160.14%102,939CommonSHARED
22822V101CCICROWN CASTLE INTL CORP NEW$6140.14%3,649CommonSHARED
80689H102SNDRSCHNEIDER NATIONAL INC$5980.14%26,721CommonSHARED
403949100DINOHF SINCLAIR CORP$5930.13%13,131CommonSHARED
780287108RGLDROYAL GOLD INC$5920.13%5,544CommonSHARED
655664100JWNUSDNORDSTROM INC$5910.13%27,962CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$5890.13%20,349CommonSHARED
253868103DLRDIGITAL RLTY TR INC$5860.13%4,512CommonSHARED
82981J109SITCUSDSITE CTRS CORP$5840.13%43,370CommonSHARED
349553107FTSFORTIS INC$5830.13%12,334CommonSHARED
11284V105BROOKFIELD RENEWABLE CORP$5810.13%16,310CommonSHARED
229663109CUBECUBESMART$5740.13%13,448CommonSHARED
009066101ABNBAIRBNB INC$5710.13%6,412CommonSHARED
69370C100PTCPTC INC$5680.13%5,343CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5650.13%6,021CommonSHARED
36168Q104GFLGFL ENVIRONMENTAL INC SUB VTG$5520.12%21,399CommonSHARED
382550101GTGOODYEAR TIRE & RUBR CO$5510.12%51,479CommonSHARED
449253103IAA INC$5500.12%16,795CommonSHARED
83304A106SNAPSNAP INC$5350.12%40,765CommonSHARED
01741R102ATIALLEGHENY TECHNOLOGIES INC$5240.12%23,053CommonSHARED
87484T108TALOTALOS ENERGY INC$5240.12%33,849CommonSHARED
77543R102ROKUROKU INC$5170.12%6,291CommonSHARED
136069101CMCANADIAN IMP BK COMM$5060.11%10,416CommonSHARED
889478103TOLTOLL BROTHERS INC$5050.11%11,317CommonSHARED
53115L104LBRTLIBERTY ENERGY INC$5040.11%39,512CommonSHARED
87971M103TUTELUS CORPORATION$5030.11%22,554CommonSHARED
25960P109DEIDOUGLAS EMMETT INC$5010.11%22,398CommonSHARED
556269108SHOOMADDEN STEVEN LTD$5000.11%15,528CommonSHARED
57667L107MTCHMATCH GROUP INC NEW$5000.11%7,172CommonSHARED
52736R102LEVILEVI STRAUSS & CO NEW CL A$4970.11%30,481CommonSHARED
24906P109XRAYDENTSPLY SIRONA INC$4970.11%13,904CommonSHARED
05329W102ANAUTONATION INC$4910.11%4,393CommonSHARED
706327103PBAPEMBINA PIPELINE CORP$4880.11%13,802CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$4860.11%17,657CommonSHARED
87724P106TMHCTAYLOR MORRISON HOME CORP$4840.11%20,736CommonSHARED
G81276100SIGSIGNET JEWELERS LIMITED$4820.11%9,007CommonSHARED
65341B106XIFRNEXTERA ENERGY PARTNERS LP$4750.11%6,408CommonSHARED
98138H101WDAYWORKDAY INC$4720.11%3,385CommonSHARED
912909108USX1UNITED STATES STL CORP NEW$4710.11%26,320CommonSHARED
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$4680.11%7,963CommonSHARED
G39637205GOGLGOLDEN OCEAN GROUP LTD$4640.10%39,889CommonSHARED
370334104GISGENERAL MLS INC$4630.10%6,138CommonSHARED
747525103QCOMQUALCOMM INC$4610.10%3,605CommonSHARED
39874R101GOGROCERY OUTLET HLDG CORP$4520.10%10,595CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION CL A$4500.10%7,919CommonSHARED
344849104WOOFOOT LOCKER INC$4480.10%17,760CommonSHARED
72703H101PLNTPLANET FITNESS INC$4400.10%6,468CommonSHARED
025816109AXPAMERICAN EXPRESS CO$4390.10%3,170CommonSHARED
156727109CRNCCERENCE INC$4390.10%17,389CommonSHARED
40171V100GWREGUIDEWIRE SOFTWARE INC$4370.10%6,149CommonSHARED
05534B760BCEBCE INC$4350.10%8,835CommonSHARED
806407102HSICHENRY SCHEIN INC$4310.10%5,621CommonSHARED
917047102URBNURBAN OUTFITTERS INC$4250.10%22,795CommonSHARED
950755108WERNWERNER ENTERPRISES INC$4160.09%10,804CommonSHARED
159864107CRLCHARLES RIV LABS INTL INC$4140.09%1,935CommonSHARED
447011107HUNHUNTSMAN CORP$4110.09%14,482CommonSHARED
56501R106MFCMANULIFE FINL CORP$4110.09%23,717CommonSHARED
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$4100.09%9,858CommonSHARED
55087P104LYFTLYFT INC$4050.09%30,462CommonSHARED
038923108ABRARBOR REALTY TRUST INC$4000.09%30,528CommonSHARED
80810D103SDGRSCHRODINGER INC$3990.09%15,106CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$3980.09%1,985CommonSHARED
G6095L109APTIV PLC$3980.09%4,465CommonSHARED
13123X508CPE*CALLON PETE CO DEL$3930.09%10,018CommonSHARED
N22717107CLBCORE LABORATORIES N V$3910.09%19,729CommonSHARED
93627C101HCCWARRIOR MET COAL INC$3860.09%12,600CommonSHARED
617446448MSMORGAN STANLEY$3830.09%5,037CommonSHARED
92826C839VVISA INC$3820.09%1,940CommonSHARED
89531P105TREXTREX CO INC$3820.09%7,026CommonSHARED
934550203WMGWARNER MUSIC GROUP CORP$3730.08%15,306CommonSHARED
64110D104NTAPNETAPP INC$3700.08%5,665CommonSHARED
704551100BTUPEABODY ENGR CORP$3700.08%17,362CommonSHARED
98585X104YETIYETI HLDGS INC$3660.08%8,449CommonSHARED
G0176J109ALLEALLEGION PLC$3590.08%3,664CommonSHARED
904214103UMPQUA HLDGS CORP$3480.08%20,745CommonSHARED
38147U107GSBDGOLDMAN SACHS BDC INC$3460.08%20,615CommonSHARED
26884U109EPREPR PPTYS$3430.08%7,301CommonSHARED
05605H100BWXTBWX TECHNOLOGIES INC$3400.08%6,174CommonSHARED
928377100VSTOEURVISTA OUTDOOR INC$3320.08%11,899CommonSHARED
94419L101WWAYFAIR INC$3320.08%7,613CommonSHARED
343498101FLOFLOWERS FOODS INC$3300.07%12,540CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$3270.07%3,865CommonSHARED
87161C501SYU1SYNOVUS FINL CORP$3260.07%9,053CommonSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$3230.07%3,692CommonSHARED
98311A105WHWYNDHAM HOTELS & RESORTS INC$3210.07%4,885CommonSHARED
N3167Y103RACEFERRARI N V$3210.07%1,747CommonSHARED
596278101MIDDMIDDLEBY CORP$3200.07%2,550CommonSHARED
432748101HTHHILLTOP HOLDINGS INC$3200.07%12,000CommonSHARED
695156109PKGPACKAGING CORP AMER$3180.07%2,311CommonSHARED
Y7542C130STNGSCORPIO TANKERS INC$3160.07%9,156CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$3140.07%26,117CommonSHARED
099406100BOOTBOOT BARN HLDGS INC$3120.07%4,525CommonSHARED
833445109SNOWSNOWFLAKE INC$3040.07%2,184CommonSHARED
683715106OTEXOPEN TEXT CORP$3030.07%8,016CommonSHARED
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$2980.07%46,895CommonSHARED
001055102AFLAFLAC INC$2980.07%5,385CommonSHARED
875465106SKTTANGER FACTORY OUTLET CTRS I$2970.07%20,911CommonSHARED
78442P106SLMSLM CORP$2970.07%18,616CommonSHARED
989701107ZIONZIONS BANCORPORATION N A$2940.07%5,768CommonSHARED
05478C105AZEKAZEK CO INC$2930.07%17,532CommonSHARED
524660107LEGLEGGETT & PLATT INC$2910.07%8,410CommonSHARED
13321L108CCJCAMECO CORP$2870.06%13,656CommonSHARED
10922N103BHFBRIGHTHOUSE FINL INC$2870.06%6,997CommonSHARED
76117W109RESOLUTE FST PRODS INC$2830.06%22,142CommonSHARED
46187W107INVHINVITATION HOMES INC$2800.06%7,870CommonSHARED
86881A100SGRYSURGERY PARTNERS INC$2750.06%9,499CommonSHARED
01988P108MDRXALLSCRIPTS HEALTHCARE SOLUTN$2720.06%18,313CommonSHARED
G48833118WFRDWEATHERFORD INTL PLC$2680.06%12,680CommonSHARED
49926D109KNKNOWLES CORP$2670.06%15,428CommonSHARED
928298108VSHVISHAY INTERTECHNOLOGY INC$2640.06%14,832CommonSHARED
866082100INNSUMMIT HOTEL PPTYS INC$2630.06%36,219CommonSHARED
13462K109CWHCAMPING WORLD HLDGS INC$2630.06%12,171CommonSHARED
92343X100VTYVERINT SYS INC$2610.06%6,166CommonSHARED
G037AX101AMBAAMBARELLA INC$2570.06%3,923CommonSHARED
M6191J100FROGJFROG LTD$2560.06%12,169CommonSHARED
189054109CLXCLOROX CO DEL$2540.06%1,804CommonSHARED
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$2540.06%8,414CommonSHARED
011532108AGIALAMOS GOLD INC NEW$2520.06%35,870CommonSHARED
428103105HESMHESS MIDSTREAM LP$2500.06%8,925CommonSHARED
25754A201DPZDOMINOS PIZZA INC$2460.06%631CommonSHARED
013872106AAALCOA CORP$2450.06%5,384CommonSHARED
74348T102PSECPROSPECT CAP CORP$2450.06%35,066CommonSHARED
68827L101OREUROSISKO GOLD ROYALTIES LTD$2410.05%23,867CommonSHARED
827048109SLGNSILGAN HOLDINGS INC$2380.05%5,747CommonSHARED
92343E102VRSNVERISIGN INC$2370.05%1,419CommonSHARED
375558103GILDGILEAD SCIENCES INC$2360.05%3,821CommonSHARED
49803T300KRGKITE RLTY GROUP TR$2340.05%13,524CommonSHARED
30744W107FTCHQFARFETCH LTD ORD SH$2330.05%32,510CommonSHARED
5168062058LP1LAREDO PETROLEUM INC$2290.05%3,317CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$2290.05%2,133CommonSHARED
980745103WWDWOODWARD INC$2280.05%2,465CommonSHARED
53815P108RAMPLIVERAMP HLDGS INC$2270.05%8,814CommonSHARED
488401100KMPRKEMPER CORP$2260.05%4,720CommonSHARED
92556H2060VVBPARAMOUNT GLOBAL CLASS B$2250.05%9,117CommonSHARED
922475108VEEVVEEVA SYS INC$2240.05%1,129CommonSHARED
319829107FCFFIRST COMWLTH FINL CORP PA$2220.05%16,509CommonSHARED
001084102AGCOAGCO CORP$2200.05%2,230CommonSHARED
810186106SMGSCOTTS MIRACLE-GRO CO$2160.05%2,731CommonSHARED
20854L108CEIXEURCONSOL ENERGY INC NEW$2160.05%4,368CommonSHARED
103304101BYDBOYD GAMING CORP$2150.05%4,314CommonSHARED
985817105YELPYELP INC$2130.05%7,664CommonSHARED
201723103CMCCOMMERCIAL METALS CO$2120.05%6,416CommonSHARED
031652100AMKRAMKOR TECHNOLOGY INC$2120.05%12,510CommonSHARED
09239B109BLBLACKLINE INC$2110.05%3,165CommonSHARED
207410101CNMDCONMED CORP$2100.05%2,194CommonSHARED
22576C101CRESCENT PT ENERGY CORP$2100.05%29,553CommonSHARED
30303M102METAMETA PLATFORMS INC$2090.05%1,297CommonSHARED
G0457F107ARCOARCOS DORADOS HOLDINGS INC$2060.05%30,624CommonSHARED
437076102HDHOME DEPOT INC$2060.05%750CommonSHARED
68389X105ORCLORACLE CORP$2030.05%2,904CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$2030.05%9,934CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2030.05%2,243CommonSHARED
427096508HTGCHERCULES CAPITAL INC$2030.05%15,063CommonSHARED
55345K10337MMRC GLOBAL INC$1650.04%16,551CommonSHARED
550424105LUMINAR TECHNOLOGIES INC$1610.04%27,144CommonSHARED
68269G1071LIFE HEALTHCARE INC$1350.03%17,194CommonSHARED
67401P108OAKTREE SPECIALTY LENDING CO$1350.03%20,597CommonSHARED
867892101SHOSUNSTONE HOTEL INVS INC NEW$1350.03%13,567CommonSHARED
422704106HLHECLA MNG CO$1320.03%33,621CommonSHARED
192108504CDECOEUR MNG INC$1290.03%42,336CommonSHARED
G9001E128LILAKLIBERTY LATIN AMERICA LTD$1290.03%16,518CommonSHARED
858155203GJBSTEELCASE INC$1230.03%11,418CommonSHARED
282914100EGHT8X8 INC NEW$1050.02%20,326CommonSHARED
03676B102AMANTERO MIDSTREAM CORP$1050.02%11,560CommonSHARED
845467109SWN1EURSOUTHWESTERN ENERGY CO$960.02%15,350CommonSHARED
222070203COTYCOTY INC$900.02%11,228CommonSHARED
13781Y103CANO HEALTH INC$520.01%11,917CommonSHARED

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.