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CHARTWELL INVESTMENT PARTNERS, LLC

Q2 2024 · 13F-HR

CHARTWELL INVESTMENT PARTNERS, LLCholdings as filed

Filed 2024-08-08 · accession 0001616525-24-000005

$2.9M
Reported value
410
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP COM$132,7194.65%296,944CommonSOLE
037833100AAPLAPPLE INC COM$98,8353.46%469,257CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$92,3053.24%747,172CommonSOLE
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46625H100JPMJPMORGAN CHASE & CO COM$38,7361.36%191,516CommonSOLE
58933Y105MRKMERCK & CO INC COM$32,5641.14%263,035CommonSOLE
191216100KOCOCA COLA CO COM$31,8021.11%499,638CommonSOLE
532457108LLYELI LILLY & CO$30,7561.08%33,970CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$30,7001.08%60,282CommonSOLE
30303M102METAMETA PLATFORMS INC$30,0201.05%59,538CommonSOLE
478160104JNJJOHNSON & JOHNSON$25,9360.91%177,450CommonSOLE
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H1467J104CBCHUBB LIMITED COM$23,8320.84%93,430CommonSOLE
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235851102DHRDANAHER CORPORATION COM$20,7700.73%83,129CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$20,2970.71%154,313CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC COM$18,9160.66%270,612CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO COM$17,0550.60%65,772CommonSOLE
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718172109PMPHILIP MORRIS INTL INC COM$16,9410.59%167,190CommonSOLE
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871607107SNPSSYNOPSYS INC COM$16,4560.58%27,654CommonSOLE
482480100KLACKLA CORP COM$16,2400.57%19,696CommonSOLE
42809H107HESHESS CORP COM$16,2320.57%110,036CommonSOLE
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729132100PLXSPLEXUS CORP COM$11,2850.40%109,369CommonSOLE
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816300107SIGISELECTIVE INS GROUP INC COM$11,2150.39%119,520CommonSOLE
803054204SAPSAP SE SPON ADR$11,2110.39%55,582CommonSOLE
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09260D107BXBLACKSTONE INC COM$11,0740.39%89,447CommonSOLE
863667101SYKSTRYKER CORPORATION COM$11,0720.39%32,541CommonSOLE
060505104BACBK AMERICA CORP COM$11,0520.39%277,891CommonSOLE
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576485205MTDRMATADOR RES CO COM$10,8390.38%181,862CommonSOLE
F4035A557SAFRFSAFRAN SHS$10,7330.38%50,027CommonSOLE
29355X107NPOENPRO INC$10,5650.37%72,582CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$10,5640.37%27,569CommonSOLE
302520101FNBF N B CORP COM$10,5320.37%769,895CommonSOLE
866674104SUISUN CMNTYS INC COM$10,4210.37%86,592CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP COM$10,3540.36%23,749CommonSOLE
466367109JACKJACK IN THE BOX INC COM$10,2550.36%201,314CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$10,1720.36%375,084CommonSOLE
49803T300KRGKITE RLTY GROUP TR COM NEW$9,9220.35%443,372CommonSOLE
882508104TXNTEXAS INSTRS INC COM$9,8240.34%50,499CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLAS$9,8100.34%32,334CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y COM$9,7580.34%282,524CommonSOLE
500643200KFYKORN FERRY COM NEW$9,7310.34%144,938CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC CO$9,4980.33%95,113CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CL A$9,4690.33%36,804CommonSOLE
92839U206VCVISTEON CORP COM NEW$9,4510.33%88,571CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA COM$9,4410.33%346,231CommonSOLE
443320106HUBGHUB GROUP INC CL A$9,4090.33%218,562CommonSOLE
615394202MOG/AMOOG INC CL A$9,2740.33%55,437CommonSOLE
461202103INTUINTUIT COM$9,2040.32%14,004CommonSOLE
464287226AGGISHARES TR CORE US AGGBD ET$9,0950.32%93,693CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC COM$9,0760.32%66,309CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST VA$9,0740.32%279,737CommonSOLE
75970E107RNSTRENASANT CORP COM$8,8740.31%290,570CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$8,6670.30%53,431CommonSOLE
781846209RUSHARUSH ENTERPRISES INC CL A$8,6270.30%206,060CommonSOLE
904708104UNFUNIFIRST CORP MASS COM$8,4760.30%49,414CommonSOLE
000361105AIRAAR CORP COM$8,4710.30%116,522CommonSOLE
872540109TJXTJX COS INC NEW COM$8,4320.30%76,584CommonSOLE
85254J102STAGSTAG INDL INC COM$8,4100.29%233,234CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP COM$8,3560.29%154,013CommonSOLE
149123101CATCATERPILLAR INC DEL COM$8,3100.29%24,946CommonSOLE
05722G100BKRBAKER HUGHES COMPANY CL A$8,2990.29%235,964CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$8,2750.29%7,836CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$8,2380.29%164,494CommonSOLE
79466L302CRMSALESFORCE INC COM$8,1070.28%31,533CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO COM$8,0300.28%1,193,133CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP COM$7,8820.28%343,140CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$7,8520.28%476,511CommonSOLE
126600105CVBFCVB FINL CORP COM$7,6930.27%446,233CommonSOLE
59151K108MEOHMETHANEX CORP$7,6590.27%158,690CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$7,6430.27%76,257CommonSOLE
12653C108CNXCNX RES CORP COM$7,5790.27%311,905CommonSOLE
872590104TMUST-MOBILE US INC COM$7,5300.26%42,736CommonSOLE
69354N106PRAAPRA GROUP INC COM$7,4670.26%379,829CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION COM$7,4640.26%341,437CommonSOLE
69343T107PJTPJT PARTNERS INC COM CL A$7,4070.26%68,644CommonSOLE
125523100CITHE CIGNA GROUP COM$7,3960.26%22,375CommonSOLE
20449X401CMPGYCOMPASS GROUP PLC-ADR$7,2650.25%266,086CommonSOLE
194014502ENOVENOVIS CORP$7,2580.25%160,563CommonSOLE
320209109FFBCFIRST FINL BANCORP OHIO COM$7,2440.25%325,976CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC COM$7,1420.25%359,056CommonSOLE
05368V106AVNTAVIENT CORPORATION COM$7,1360.25%163,491CommonSOLE
904767704UNILEVER PLC SPON ADR NEW$7,1070.25%129,246CommonSOLE
204166102CVLTCOMMVAULT SYS INC$7,1050.25%58,442CommonSOLE
464287689IWVISHARES TR RUSSELL 3000 ETF$6,9860.24%22,631CommonNONE
654106103NKENIKE INC CL B$6,9730.24%92,523CommonSOLE
548661107LOWLOWES COS INC COM$6,8620.24%31,127CommonSOLE
122017106BURLBURLINGTON STORES INC COM$6,8480.24%28,528CommonSOLE
949746101WMT2WELLS FARGO CO NEW COM$6,7770.24%114,112CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC C$6,6360.23%12,000CommonSOLE
09227Q100BLKBBLACKBAUD INC COM$6,6330.23%87,093CommonSOLE
040413106ANETEURARISTA NETWORKS INC$6,5780.23%18,767CommonSOLE
092113109BKHBLACK HILLS CORP COM$6,5690.23%120,803CommonSOLE
703395103PDCOEURPATTERSON COS INC COM$6,5300.23%270,713CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC COM$6,5170.23%264,184CommonSOLE
437076102HDHOME DEPOT INC COM$6,5140.23%18,924CommonSOLE
92826C839VVISA INC COM CL A$6,4210.23%24,464CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS COM$6,4180.22%6,106CommonSOLE
285512109EAELECTRONIC ARTS INC COM$6,3740.22%45,744CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP COM$6,3680.22%66,159CommonSOLE
902973304USBUS BANCORP DEL COM NEW$6,3160.22%159,102CommonSOLE
896215209TRSTRIMAS CORP COM NEW$6,2390.22%244,103CommonSOLE
45826H109ITGRINTEGER HLDGS CORP COM$6,0580.21%52,320CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY$6,0290.21%5,895CommonSOLE
477839104JBTMJOHN BEAN TECH CORP$5,9660.21%62,815CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM$5,9300.21%18,458CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC COM$5,9090.21%315,324CommonSOLE
691497309OXMOXFORD INDS INC COM$5,8530.21%58,446CommonSOLE
199908104FIXCOMFORT SYS USA INC COM$5,8290.20%19,167CommonSOLE
G4388N106HELEHELEN OF TROY LTD COM$5,7970.20%62,507CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE GA$5,6130.20%220,467CommonSOLE
17275R102CSCOCISCO SYS INC COM$5,5820.20%117,500CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO COM$5,4950.19%136,741CommonSOLE
893641100TDGTRANSDIGM GROUP INC COM$5,4860.19%4,294CommonSOLE
703343103PATKPATRICK INDS INC COM$5,4530.19%50,237CommonSOLE
30212P303EXPEEXPEDIA GROUP INC COM NEW$5,4400.19%43,176CommonSOLE
254543101DIODDIODES INC COM$5,4100.19%75,213CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$5,3800.19%23,956CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC.$5,3590.19%406,587CommonSOLE
537008104LFUSLITTELFUSE INC COM$5,2320.18%20,466CommonSOLE
G54950103LINLINDE PLC SHS$5,1640.18%11,768CommonSOLE
693506107PPGPPG INDS INC COM$5,1500.18%40,912CommonSOLE
254687106DISDISNEY WALT CO COM DISNEY$5,1000.18%51,369CommonSOLE
74340W103PLDPROLOGIS INC. COM$5,0550.18%45,010CommonSOLE
771195104RHHBYROCHE HLDG LTD SPONSORED ADR$5,0470.18%145,429CommonSOLE
05352A100AVTRAVANTOR INC COM$5,0310.18%237,328CommonSOLE
45384B106IBTXUSDINDEPENDENT BANK GROUP INC COM$5,0150.18%110,158CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC COM$4,8910.17%9,727CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC COM$4,8900.17%78,050CommonSOLE
26969P108EXPEAGLE MATLS INC COM$4,8060.17%22,102CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC COM$4,7770.17%15,523CommonSOLE
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76131D103QSRRESTAURANT BRANDS INTL INC COM$4,7450.17%67,427CommonSOLE
46428Q109SLVISHARES SILVER TR ISHARES$4,7160.17%177,500CommonSOLE
459200101IBMINTERNATIONAL BUS MACH COM$4,7090.17%27,228CommonSOLE
641069406NSRGYNESTLE S A SPONSORED ADR$4,6900.16%45,951CommonSOLE
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43300A203HLTHILTON WORLDWIDE HLDGS INC COM$4,6200.16%21,173CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC C$4,6050.16%13,979CommonSOLE
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32054K103FRFIRST INDL RLTY TR INC COM$4,5200.16%95,124CommonSOLE
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29444U700EQIXEQUINIX INC COM PAR $0.001$4,4790.16%5,920CommonSOLE
125896100CMSCMS ENERGY CORP COM$4,4420.16%74,626CommonSOLE
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302491303FMCFMC CORP COM NEW$4,2510.15%73,866CommonSOLE
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464287465EFAISHARES TR MSCI EAFE ETF$2,3570.08%30,093CommonNONE
26856L103ELFE L F BEAUTY INC COM$2,3280.08%11,050CommonSOLE
911363109URIUNITED RENTALS INC COM$2,3060.08%3,565CommonSOLE
526057104LENLENNAR CORP CL A$2,2970.08%15,326CommonSOLE
750917106RMBSRAMBUS INC DEL COM$2,2700.08%38,638CommonSOLE
88033G407THCTENET HEALTHCARE CORP COM NEW$2,2660.08%17,036CommonSOLE
12514G108CDWCDW CORP COM$2,2420.08%10,016CommonSOLE
778296103ROSTROSS STORES INC$2,1130.07%14,539CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$2,1020.07%4,156CommonSOLE
26142V105DKNGDRAFTKINGS INC COM CL A$2,0610.07%53,983CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V COM$2,0570.07%7,643CommonSOLE
256746108DLTRDOLLAR TREE INC COM$2,0540.07%19,234CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES INC$2,0400.07%10,517CommonSOLE
60937P106MDBMONGODB INC CL A$2,0000.07%8,004CommonSOLE
675222103OCEANAGOLD CORP COM$1,9970.07%870,000CommonSOLE
607828100MODMODINE MFG CO COM$1,9920.07%19,884CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1,9560.07%19,897CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1,9300.07%11,039CommonSOLE
472145AF8JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD$1,9210.07%2,000,000CommonSOLE
444859102HUMHUMANA INC COM$1,8990.07%5,080CommonSOLE
405552100HLNHALEON PLC SPON ADS$1,8900.07%228,821CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$1,8850.07%5,731CommonSOLE
98978V103ZTSZOETIS INC CL A$1,8810.07%10,848CommonSOLE
23804L103DDOGDATADOG INC CL A COM$1,8200.06%14,033CommonSOLE
02263T104AMADYAMADEUS IT GROUP S A UNSPONSOR$1,8180.06%27,299CommonSOLE
516544103LNTHLANTHEUS HLDGS INC COM$1,8100.06%22,543CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$1,8000.06%11,836CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DELAWARE CO$1,7580.06%24,465CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY PLC SHS$1,7550.06%16,994CommonSOLE
74762E102QUREQUANTA SVCS INC COM$1,7280.06%6,800CommonSOLE
693718108PCARPACCAR INC COM$1,7170.06%16,681CommonSOLE
535919500LGF/BEURLIONS GATE ENTMNT CORP CL B NO$1,7140.06%200,000CommonSOLE
881624209TEVATEVA PHARMACEUTCL INDS ADR$1,7060.06%105,000CommonSOLE
03027X100AMTAMERICAN TOWER CORP CL A$1,6970.06%8,728CommonSOLE
002896207ANFABERCROMBIE & FITCH CO CL A$1,6670.06%9,371CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$1,6340.06%3,003CommonNONE
527064109LESLIES INC COM$1,6310.06%389,455CommonSOLE
464288646IGSBISHARES TR ISHS 1-5YR INVS$1,6300.06%31,805CommonNONE
929160109VMCVULCAN MATLS CO COM$1,6230.06%6,527CommonSOLE
103304101BYDBOYD GAMING CORP$1,6140.06%29,286CommonSOLE
228368106CCKCROWN HLDGS INC COM$1,5840.06%21,297CommonSOLE
464287457SHYISHARES TR 1 3 YR TREAS BD$1,5570.05%19,070CommonNONE
G4705A100ICLRICON PLC SHS$1,5370.05%4,904CommonSOLE
038222105AMATAPPLIED MATLS INC COM$1,5340.05%6,500CommonSOLE
59001A102MTHMERITAGE HOMES CORP COM$1,5120.05%9,339CommonSOLE
256163106DOCUDOCUSIGN INC COM$1,4870.05%27,791CommonSOLE
750491102RDNTRADNET INC COM$1,4540.05%24,690CommonSOLE
91823B109UWMCUWM HOLDINGS CORP$1,4270.05%205,915CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$1,4160.05%24,400CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP IN$1,3650.05%37,731CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDING$1,3540.05%42,395CommonSOLE
683344105ONTOONTO INNOVATION INC COM$1,3270.05%6,044CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1,3000.05%22,747CommonSOLE
252131107DXCMDEXCOM INC COM$1,2880.05%11,356CommonSOLE
143658300CCL1EURCARNIVAL CORP PAIRED CTF$1,2730.04%68,000CommonSOLE
55354G100MSCIMSCI INC COM$1,2620.04%2,619CommonSOLE
13462K109CWHCAMPING WORLD HOLDINGS$1,2500.04%70,000CommonSOLE
55261F104MTBM & T BK CORP COM$1,2400.04%8,191CommonSOLE
402635502GPORGULFPORT ENERGY CORP COMMON SH$1,2210.04%8,090CommonSOLE
44925C103ICFIICF INTL INC COM$1,2150.04%8,188CommonSOLE
902673102UFPTUFP TECHNOLOGIES INC COM$1,1940.04%4,524CommonSOLE
464288588MBBISHARES TR MBS ETF$1,1870.04%12,930CommonNONE
688239201OSKOSHKOSH CORP COM$1,1870.04%10,972CommonSOLE
70202L102PSNPARSONS CORP DEL COM$1,1800.04%14,419CommonSOLE
002474104AZZAZZ INC COM$1,1590.04%15,000CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW CL A COM$1,1570.04%60,000CommonSOLE
17888H103CIVICIVITAS RESOURCES INC COM NEW$1,1450.04%16,592CommonSOLE
88642R109TDWTIDEWATER INC NEW COM$1,1430.04%12,012CommonSOLE
171779309CIENCIENA CORP COM NEW$1,1360.04%23,584CommonSOLE
464287473IWSISHARES TR RUS MDCP VAL ETF$1,1350.04%9,400CommonNONE
224408104CRCRANE COMPANY$1,1080.04%7,638CommonSOLE
739128106POWLPOWELL INDS INC COM$1,0980.04%7,651CommonSOLE
19247G107COHRCOHERENT INC COM$1,0900.04%15,054CommonSOLE
629209305NMIHNMI HLDGS INC CL A$1,0820.04%31,812CommonSOLE
97650W108WTFCWINTRUST FINL CORP COM$1,0800.04%10,960CommonSOLE
42704L104HRIHERC HLDGS INC COM$1,0570.04%7,930CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC CO$1,0520.04%8,888CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC COM$1,0350.04%19,507CommonSOLE
88025T102TENBTENABLE HLDGS INC COM$1,0050.04%23,059CommonSOLE
98980G102ZSZSCALER INC COM$1,0010.04%5,208CommonSOLE
457669307INSMINSMED INC COM PAR $.01$1,0010.04%14,947CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC COM$9750.03%31,099CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC COM$9740.03%31,502CommonSOLE
77311W101RKTROCKET COS INC COM CL A$9590.03%70,000CommonSOLE
589400100MCYMERCURY GENL CORP NEW COM$9200.03%17,310CommonSOLE
690742101OCOWENS CORNING NEW COM$9160.03%5,270CommonNONE
02553E106AEOAMERICAN EAGLE OUTFITTERS INC$9110.03%45,657CommonSOLE
46116X101ITCIEURINTRA CELLULAR THERAPIES$9020.03%13,165CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$8980.03%31,120CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS INC$8970.03%48,432CommonSOLE
92243G108PCVXVAXCYTE INC COM$8610.03%11,401CommonSOLE
344849104WOOFOOT LOCKER INC COM$8200.03%32,903CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$8090.03%63,320CommonSOLE
75734B100RDDTREDDIT INC CL A$7960.03%12,472CommonSOLE
681116109OLLIOLLIE'S BARGAIN OUTLET HOLDING$7950.03%8,101CommonSOLE
55955D100MGNIMAGNITE INC COM$7920.03%59,594CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$7850.03%10,069CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP I$7790.03%17,490CommonSOLE
01741R102ATIATI INC$7640.03%13,788CommonSOLE
336433107FSLRFIRST SOLAR INC COM$7580.03%3,363CommonSOLE
008073108AVAVAEROVIRONMENT INC COM$7550.03%4,145CommonSOLE
739276103POWIPOWER INTEGRATIONS INC COM$7490.03%10,674CommonSOLE
267475101DYDYCOM INDS INC COM$7270.03%4,307CommonNONE
171484108CHDNCHURCHILL DOWNS INC COM$7210.03%5,165CommonSOLE
64049M209NEONEOGENOMICS INC$7100.02%51,247CommonSOLE
047649108ATKRATKORE INC COM$7080.02%5,249CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC COM$7050.02%18,069CommonSOLE
464287200IVVISHARES TR CORE S&P500 ETF$7040.02%1,286CommonNONE
48242W106KBRKBR INC$6990.02%10,894CommonNONE
40416E103HCIHCI GROUP INC COM$6810.02%7,389CommonSOLE
464287630IWNISHARES TR RUS 2000 VAL ETF$6630.02%4,355CommonNONE
G3223R108EGEVEREST GROUP LTD$6590.02%1,729CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC COM$6560.02%13,759CommonSOLE
G3323L100FNFABRINET SHS$6410.02%2,619CommonSOLE
377322102GKOSGLAUKOS CORP COM$6190.02%5,229CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC C$6010.02%4,953CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP COM$5940.02%2,965CommonSOLE
094235108BLMNBLOOMIN BRANDS INC COM$5870.02%30,538CommonNONE
00182C103ANIPANI PHARMACEUTICALS INC COM$5870.02%9,226CommonSOLE
929089100VOYAVOYA FINANCIAL INC COM$5790.02%8,141CommonNONE
447462102HURNHURON CONSULTING GROUP INC COM$5640.02%5,719CommonSOLE
92047W101VVVVALVOLINE INC COM$5440.02%12,600CommonNONE
53635D202LQDALIQUIDIA CORPORATION COM NEW$5240.02%43,693CommonSOLE
00217D100ASTSAST SPACEMOBILE INC COM CL A$5230.02%45,035CommonSOLE
504922105LHLABCORP HOLDINGS INC$5210.02%2,559CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC COM$5210.02%14,815CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC ORD SHS$5210.02%4,259CommonSOLE
55405W104MYRGMYR GROUP INC DEL COM$5070.02%3,737CommonSOLE
G1110E107BHVNBIOHAVEN LTD$4960.02%14,290CommonSOLE
45258J102IMVTIMMUNOVANT INC COM$4740.02%17,941CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC COM$4640.02%5,763CommonSOLE
30052C107EOLSEVOLUS INC COM$4410.02%40,643CommonSOLE
00108J109ACMRACM RESEARCH INC$4320.02%18,771CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$4320.02%67,933CommonSOLE
92337R101VERAVERA THERAPEUTICS INC CL A$4240.01%11,725CommonSOLE
148806102CTLTEURCATALENT INC COM$4140.01%7,348CommonSOLE
26701L100BROSDUTCH BROS INC CL A$3910.01%9,449CommonSOLE
N5749R1002GHMERUS N V COM$3670.01%6,193CommonSOLE
127055101CBTCABOT CORP$3660.01%3,984CommonSOLE
219350105GLWCORNING INC COM$3220.01%8,293CommonNONE
87157D109SYNASYNAPTICS INC COM$2770.01%3,139CommonSOLE
977852102WOLF*WOLFSPEED INC$2530.01%11,137CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC COM$2180.01%2,008CommonNONE

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.