MondegarAI
Tredje AP-fonden

Q4 2024 · 13F-HR

Tredje AP-fondenholdings as filed

Filed 2025-02-10 · accession 0001650290-25-000002

$11.14B
Reported value
473
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$798.5M7.17%1,894,400CommonSOLE
037833100AAPLAPPLE COMPUTER INC$760.2M6.82%3,035,544CommonSOLE
67066G104NVDANVIDIA CORP$707.6M6.35%5,269,455CommonSOLE
023135106AMZNAMAZON.COM INC$539.5M4.84%2,459,162CommonSOLE
02079K305GOOGLGOOGLE INC$363.5M3.26%1,920,269CommonSOLE
30303M102METAFACEBOOK INC$321.8M2.89%549,618CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$196.2M1.76%818,456CommonSOLE
532457108LLYELI LILLY & CO$185.4M1.66%240,123CommonSOLE
931142103WMTWAL-MART STORES INC$182.5M1.64%2,020,189CommonSOLE
874039100TSMTSMC$177.6M1.59%899,206CommonSOLE
02079K107GOOGGOOGLE INC$175.4M1.57%921,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP I$172.0M1.54%339,948CommonSOLE
57636Q104MAMASTERCARD INC$147.4M1.32%279,967CommonSOLE
79466L302CRMSALESFORCE.COM INC$142.9M1.28%427,381CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY I$141.2M1.27%311,439CommonSOLE
949746101WMT2WELLS FARGO & CO$133.9M1.20%1,906,244CommonSOLE
00287Y109ABBVABBVIE INC$133.2M1.20%749,458CommonSOLE
09857L108BKNGPRICELINE.COM INC$126.9M1.14%25,548CommonSOLE
92826C839VVISA INC$126.0M1.13%398,789CommonSOLE
742718109PGPROCTER & GAMBLE CO$119.5M1.07%713,004CommonSOLE
437076102HDHOME DEPOT INC$109.7M0.98%281,952CommonSOLE
191216100KOCOCA-COLA CO/THE$106.5M0.96%1,710,286CommonSOLE
617446448MSMORGAN STANLEY$104.3M0.94%829,330CommonSOLE
244199105DEDEERE & CO$103.9M0.93%245,224CommonSOLE
45409B107QAINYLI HEDGE MULTI-STR$97.4M0.87%3,100,000CommonSOLE
35473P546FLSPFRANKLIN SYSTEMATIC$95.6M0.86%4,000,000CommonSOLE
032108888SWANAMPLIFY BLACKSWAN GR$94.7M0.85%3,225,000CommonSOLE
002824100ABTABBOTT LABORATORIES$94.2M0.85%832,791CommonSOLE
88634T535FIAXNICHOLAS FIXED INCOM$93.9M0.84%4,936,785CommonSOLE
00110G408BTALAGF US MARKET NEUTRA$88.7M0.80%4,800,000CommonSOLE
060505104BACBANK OF AMERICA CORP$88.4M0.79%2,010,802CommonSOLE
58933Y105MRKMERCK & CO INC$80.0M0.72%803,829CommonSOLE
337738108FISVFISERV INC$79.9M0.72%389,195CommonSOLE
22160K105COSTCOSTCO WHOLESALE COR$79.8M0.72%87,131CommonSOLE
871607107SNPSSYNOPSYS INC$78.6M0.71%161,962CommonSOLE
883556102TMOTHERMO ELECTRON CORP$75.7M0.68%145,557CommonSOLE
101137107BSXBOSTON SCIENTIFIC CO$70.5M0.63%789,811CommonSOLE
G1151C101ACNACCENTURE LTD$69.4M0.62%197,405CommonSOLE
00724F101ADBEADOBE SYSTEMS INC$69.4M0.62%156,084CommonSOLE
58155Q103MCKMCKESSON CORP$66.4M0.60%116,575CommonSOLE
64110L106NFLXNETFLIX INC$64.0M0.57%71,843CommonSOLE
G29183103ETNEATON CORP$62.2M0.56%187,462CommonSOLE
550021109LULULULULEMON ATHLETICA$60.9M0.55%159,300CommonSOLE
92343V104VZVERIZON COMMUNICATIO$60.4M0.54%1,510,712CommonSOLE
88160R101TSLATESLA MOTORS INC$59.9M0.54%148,273CommonSOLE
032654105ADIANALOG DEVICES INC$59.3M0.53%279,079CommonSOLE
907818108UNPUNION PACIFIC CORP$58.4M0.52%256,129CommonSOLE
37045V100GMGENERAL MOTORS CORP$55.8M0.50%1,046,700CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICA$55.4M0.50%137,452CommonSOLE
78409V104SPGIMCGRAW-HILL COS INC/$54.9M0.49%110,224CommonSOLE
872540109TJXTJX COS INC$54.8M0.49%453,597CommonSOLE
007903107AMDADVANCED MICRO DEVIC$51.6M0.46%427,260CommonSOLE
N6596X109NXPINXP SEMICONDUCTOR NV$48.6M0.44%233,820CommonSOLE
G54950103LINLINDE PLC$48.3M0.43%115,382CommonSOLE
872590104TMUSMETROPCS COMMUNICATI$47.5M0.43%215,061CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$47.4M0.43%693,700CommonSOLE
075887109BDXBECTON DICKINSON & C$45.0M0.40%198,296CommonSOLE
747525103QCOMQUALCOMM INC$44.9M0.40%291,972CommonSOLE
038222105AMATAPPLIED MATERIALS IN$43.4M0.39%266,881CommonSOLE
59156R108METMETLIFE INC$41.7M0.37%509,053CommonSOLE
74340W103PLDPROLOGIS$41.4M0.37%391,625CommonSOLE
98138H101WDAYWORKDAY INC$40.7M0.37%157,900CommonSOLE
90353T100UBERUBER TECHNOLOGIES IN$39.4M0.35%652,693CommonSOLE
H1467J104CBCHUBB CORP$38.1M0.34%138,070CommonSOLE
68389X105ORCLORACLE CORP$35.2M0.32%211,001CommonSOLE
701094104PHPARKER HANNIFIN CORP$34.9M0.31%54,842CommonSOLE
29444U700EQIXEQUINIX INC$34.6M0.31%36,694CommonSOLE
697435105PANWPALO ALTO NETWORKS I$34.2M0.31%187,980CommonSOLE
863667101SYKSTRYKER CORP$33.4M0.30%92,679CommonSOLE
580135101MCDMCDONALD'S CORP$33.1M0.30%114,157CommonSOLE
65339F101NEEFPL GROUP INC$31.4M0.28%437,978CommonSOLE
595112103MUMICRON TECHNOLOGY IN$30.0M0.27%356,066CommonSOLE
461202103INTUINTUIT INC$29.9M0.27%47,643CommonSOLE
21036P108STZCONSTELLATION BRANDS$29.7M0.27%134,376CommonSOLE
235851102DHRDANAHER CORP$29.2M0.26%127,195CommonSOLE
654106103NKENIKE INC$29.0M0.26%383,164CommonSOLE
254687106DISWALT DISNEY CO$29.0M0.26%260,000CommonSOLE
291011104EMREMERSON ELECTRIC CO$28.6M0.26%231,106CommonSOLE
45866F104ICEINTERCONTINENTALEXCH$28.1M0.25%188,522CommonSOLE
778296103ROSTROSS STORES INC$27.2M0.24%180,000CommonSOLE
031162100AMGNAMGEN INC$26.2M0.24%100,493CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$26.2M0.23%45,710CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$25.9M0.23%122,078CommonSOLE
34959J108FTVFORTIVE CORP$25.5M0.23%340,000CommonSOLE
855244109SBUXSTARBUCKS CORP$25.4M0.23%278,843CommonSOLE
009066101ABNBAIRBNB INC$25.3M0.23%192,231CommonSOLE
00206R102TAT&T CORP$25.0M0.22%1,100,000CommonSOLE
G5960L103MDTMEDTRONIC INC$25.0M0.22%312,717CommonSOLE
172967424CCITIGROUP INC$24.6M0.22%350,000CommonSOLE
363576109AJGARTHUR J GALLAGHER &$23.9M0.21%84,059CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$23.5M0.21%111,546CommonSOLE
78462F103SPYSPDR TRUST SERIES 1$23.4M0.21%40,000CommonSOLE
882508104TXNTEXAS INSTRUMENTS IN$22.9M0.21%122,000CommonSOLE
020002101ALLALLSTATE CORP/THE$22.8M0.20%118,151CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE$21.8M0.20%118,235CommonSOLE
31620M106FISCERTEGY INC$21.4M0.19%264,426CommonSOLE
126408103CSXCSX CORP$20.9M0.19%648,451CommonSOLE
149123101CATCATERPILLAR INC$20.4M0.18%56,200CommonSOLE
G87052109TELTYCO ELECTRONICS LTD$20.1M0.18%140,380CommonSOLE
713448108PEPPEPSICO INC$20.0M0.18%131,700CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$19.8M0.18%95,198CommonSOLE
20030N101CMCSACOMCAST CORP$19.6M0.18%521,285CommonSOLE
911363109URIUNITED RENTALS INC$19.5M0.17%27,637CommonSOLE
75886F107REGNREGENERON PHARMACEUT$19.2M0.17%27,000CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL$19.1M0.17%35,819CommonSOLE
G51502105JCIJOHNSON CONTROLS INC$18.5M0.17%234,878CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO$18.0M0.16%197,500CommonSOLE
679295105OKTAOKTA INC$17.8M0.16%226,295CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING$17.6M0.16%310,000CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$17.2M0.15%319,824CommonSOLE
G8994E103TTTRANE TECHNOLOGIES P$17.2M0.15%46,500CommonSOLE
311900104FASTFASTENAL CO$16.9M0.15%235,710CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$16.7M0.15%652,000CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIE$16.6M0.15%103,537CommonSOLE
237266101DARDARLING INTERNATIONA$16.5M0.15%490,664CommonSOLE
655844108NSCNORFOLK SOUTHERN COR$16.4M0.15%70,049CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES$16.2M0.15%169,777CommonSOLE
816851109SRESEMPRA ENERGY$16.2M0.15%184,433CommonSOLE
053332102AZOAUTOZONE INC$16.1M0.14%5,035CommonSOLE
90384S303ULTAULTA SALON COSMETICS$16.1M0.14%37,040CommonSOLE
94106L109WMWASTE MANAGEMENT INC$15.8M0.14%78,212CommonSOLE
032095101APHAMPHENOL CORP$15.7M0.14%226,322CommonSOLE
478160104JNJJOHNSON & JOHNSON$15.6M0.14%107,708CommonSOLE
571903202MARMARRIOTT INTERNATION$15.5M0.14%55,700CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE$15.3M0.14%12,903CommonSOLE
46120E602ISRGINTUITIVE SURGICAL I$14.9M0.13%28,536CommonSOLE
052769106ADSKAUTODESK INC$14.7M0.13%49,860CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTI$14.7M0.13%223,664CommonSOLE
053015103ADPAUTOMATIC DATA PROCE$14.5M0.13%49,593CommonSOLE
896239100TRMBTRIMBLE NAVIGATION L$14.4M0.13%203,253CommonSOLE
19247G107COHRII-VI INC$14.2M0.13%150,000CommonSOLE
260003108DOVDOVER CORP$14.2M0.13%75,685CommonSOLE
03027X100AMTAMERICAN TOWER CORP$13.9M0.13%76,046CommonSOLE
61174X109MNSTMONSTER WORLDWIDE IN$13.9M0.13%264,972CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS$13.7M0.12%40,000CommonSOLE
192422103CGNXCOGNEX CORP$13.5M0.12%377,150CommonSOLE
500754106KHCKRAFT HEINZ CO/THE$13.3M0.12%431,938CommonSOLE
655663102NDSNNORDSON CORP$13.2M0.12%63,201CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$13.2M0.12%65,060CommonSOLE
75734B100RDDTREDDIT INC$13.1M0.12%80,349CommonSOLE
49271V100KDPDR PEPPER SNAPPLE GR$13.1M0.12%406,460CommonSOLE
31946M103FCNCAFIRST CITIZENS BANCS$12.7M0.11%6,034CommonSOLE
573284106MLMMARTIN MARIETTA MATE$12.7M0.11%24,586CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$12.7M0.11%213,926CommonSOLE
12572Q105CMECHICAGO MERCANTILE E$12.6M0.11%54,226CommonSOLE
98980G102ZSZSCALER INC$12.6M0.11%69,670CommonSOLE
G25508105CRHCRH PLC$12.5M0.11%135,558CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$12.5M0.11%146,300CommonSOLE
46266C105IQVQWEST COMMUNICATIONS$12.3M0.11%62,731CommonSOLE
852234103XYZSQUARE INC$12.3M0.11%145,000CommonSOLE
036752103ELVANTHEM INC$12.1M0.11%32,904CommonSOLE
015271109AREALEXANDRIA REAL ESTA$11.6M0.10%118,509CommonSOLE
285512109EAELECTRONIC ARTS INC$11.0M0.10%75,100CommonSOLE
142339100CSLCARLISLE COS INC$11.0M0.10%29,776CommonSOLE
012653101ALBALBEMARLE CORP$10.8M0.10%125,905CommonSOLE
902973304USBUS BANCORP$10.5M0.09%220,000CommonSOLE
770700102HOODROBINHOOD MARKETS IN$10.4M0.09%280,000CommonSOLE
95040Q104WELLHEALTH CARE REIT INC$10.3M0.09%81,421CommonSOLE
268150109DTDYNATRACE INC$9.6M0.09%177,459CommonSOLE
760759100RSGREPUBLIC SERVICES IN$9.6M0.09%47,500CommonSOLE
45167R104IEXIDEX CORP$9.5M0.09%45,442CommonSOLE
743315103PGRPROGRESSIVE CORP/THE$9.5M0.08%39,500CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS$9.3M0.08%210,000CommonSOLE
482480100KLACKLA-TENCOR CORP$9.2M0.08%14,557CommonSOLE
30040W108ESENERGYSOLUTIONS INC$8.9M0.08%154,398CommonSOLE
573874104MRVLMARVELL TECHNOLOGY G$8.8M0.08%80,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTE$8.5M0.08%28,185CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$8.4M0.08%73,987CommonSOLE
98954M200ZZILLOW INC$8.3M0.07%112,141CommonSOLE
452308109ITWILLINOIS TOOL WORKS$7.9M0.07%30,992CommonSOLE
444859102HUMHUMANA INC$7.7M0.07%30,483CommonSOLE
294429105EFXEQUIFAX INC$7.6M0.07%29,686CommonSOLE
806857108SLBSCHLUMBERGER LTD$7.3M0.07%189,988CommonSOLE
929740108WABWESTINGHOUSE AIR BRA$7.3M0.07%38,404CommonSOLE
717081103PFEPFIZER INC$7.3M0.07%274,098CommonSOLE
14040H105COFCAPITAL ONE FINANCIA$7.1M0.06%40,000CommonSOLE
418056107HASHASBRO INC$7.0M0.06%125,210CommonSOLE
384802104GWWWW GRAINGER INC$6.1M0.05%5,793CommonSOLE
87612E106TGTTARGET CORP$6.1M0.05%44,856CommonSOLE
756109104OREALTY INCOME CORP$6.0M0.05%112,100CommonSOLE
03662Q105AKXANSYS INC$5.9M0.05%17,508CommonSOLE
49177J102KVUEKENVUE INC$5.7M0.05%264,703CommonSOLE
26856L103ELFELF BEAUTY INC$5.6M0.05%45,000CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY$5.4M0.05%94,230CommonSOLE
609207105MDLZMONDELEZ INTERNATION$5.1M0.05%85,402CommonSOLE
446150104HBANHUNTINGTON BANCSHARE$5.0M0.04%307,476CommonSOLE
609839105MPWRMONOLITHIC POWER SYS$4.9M0.04%8,286CommonSOLE
682680103OKEONEOK INC$4.6M0.04%45,796CommonSOLE
03831W108APPAPPLOVIN CORP$4.4M0.04%13,590CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUI$4.4M0.04%18,966CommonSOLE
81141R100SESPECTRA ENERGY CORP$4.2M0.04%40,000CommonSOLE
09260D107BXBLACKSTONE GROUP INC$4.2M0.04%24,584CommonSOLE
682189105ONON SEMICONDUCTOR COR$4.2M0.04%67,185CommonSOLE
925652109VICIVICI PROPERTIES INC$4.2M0.04%143,034CommonSOLE
11133T103BRBROADRIDGE FINANCIAL$4.2M0.04%18,412CommonSOLE
493267108KEYKEYCORP$4.1M0.04%236,697CommonSOLE
745867101PHMPULTE HOMES INC$4.0M0.04%36,955CommonSOLE
303250104FICOFAIR ISAAC CORP$4.0M0.04%2,000CommonSOLE
217204106CPRTCOPART INC$3.9M0.04%68,764CommonSOLE
231021106CMICUMMINS INC$3.9M0.04%11,274CommonSOLE
771049103RBLXROBLOX CORP$3.9M0.03%66,566CommonSOLE
594972408MSTRMICROSTRATEGY INC$3.8M0.03%13,150CommonSOLE
G0508H110ALTMEURARCADIUM LITHIUM PLC$3.7M0.03%721,796CommonSOLE
911312106UPSUNITED PARCEL SERVIC$3.7M0.03%29,254CommonSOLE
487836108KKELLOGG CO$3.7M0.03%45,556CommonSOLE
98978V103ZTSZOETIS INC$3.7M0.03%22,552CommonSOLE
277432100EMNEASTMAN CHEMICAL CO$3.5M0.03%38,770CommonSOLE
058498106BALLBALL CORP$3.5M0.03%63,905CommonSOLE
254709108DFSEURDISCOVER FINANCIAL S$3.4M0.03%19,658CommonSOLE
92338C103VLTOVERALTO CORP$3.4M0.03%33,060CommonSOLE
443201108HWMHOWMET AEROSPACE INC$3.3M0.03%30,520CommonSOLE
36118L106FUTUFUTU HOLDINGS LTD$3.3M0.03%41,600CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGE$3.3M0.03%20,000CommonSOLE
031100100AMEAMETEK INC$3.3M0.03%18,144CommonSOLE
69331C108PCGPG&E CORP$3.2M0.03%157,940CommonSOLE
336433107FSLRFIRST SOLAR INC$3.2M0.03%17,910CommonSOLE
45687V106IRINGERSOLL-RAND CO$3.1M0.03%34,810CommonSOLE
12504L109CBRECB RICHARD ELLIS GRO$3.1M0.03%23,960CommonSOLE
504922105LHLABORATORY CORP OF A$3.1M0.03%13,348CommonSOLE
366651107ITGARTNER INC$3.0M0.03%6,273CommonSOLE
Y2573F102FLEXFLEXTRONICS INTERNAT$3.0M0.03%77,108CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$3.0M0.03%16,565CommonSOLE
731105201POLESTAR AUTOMOTIVE$3.0M0.03%2,814,438CommonSOLE
98419M100XYLXYLEM INC/NY$2.8M0.03%24,480CommonSOLE
H2906T109GRMNGARMIN LTD$2.8M0.03%13,693CommonSOLE
084423102WRBW R BERKLEY CORP$2.8M0.03%48,165CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.7M0.02%64,049CommonSOLE
929160109VMCVULCAN MATERIALS CO$2.7M0.02%10,492CommonSOLE
443573100HUBSHUBSPOT INC$2.7M0.02%3,868CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP L$2.7M0.02%29,066CommonSOLE
46982L108JJACOBS ENGINEERING G$2.6M0.02%19,626CommonSOLE
761152107RMDRESMED INC$2.6M0.02%11,464CommonSOLE
416515104HIGHARTFORD FINANCIAL S$2.6M0.02%23,840CommonSOLE
18915M107NETCLOUDFLARE INC$2.6M0.02%23,961CommonSOLE
30212P303EXPEEXPEDIA INC$2.6M0.02%13,753CommonSOLE
278642103EBAYEBAY INC$2.5M0.02%40,800CommonSOLE
29364G103ETRENTERGY CORP$2.5M0.02%32,960CommonSOLE
74762E102QUREQUANTA SERVICES INC$2.5M0.02%7,882CommonSOLE
004498101ACIWTRANSACTION SYSTEMS$2.5M0.02%47,523CommonSOLE
G3223R108EGEVEREST RE GROUP LTD$2.4M0.02%6,747CommonSOLE
754730109RJFRAYMOND JAMES FINANC$2.4M0.02%15,671CommonSOLE
053484101AVBAVALONBAY COMMUNITIE$2.4M0.02%11,021CommonSOLE
46284V101IRMIRON MOUNTAIN INC$2.4M0.02%23,057CommonSOLE
857477103STTSTATE STREET CORP$2.4M0.02%24,563CommonSOLE
281020107EIXEDISON INTERNATIONAL$2.4M0.02%29,871CommonSOLE
22160N109CSGPCOSTAR GROUP INC$2.3M0.02%32,061CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTIC$2.3M0.02%9,742CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.3M0.02%19,200CommonSOLE
29084Q100EMEEMCOR GROUP INC$2.3M0.02%5,000CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2.3M0.02%42,405CommonSOLE
892672106TWTRADEWEB MARKETS INC$2.2M0.02%17,136CommonSOLE
690742101OCOWENS CORNING INC$2.2M0.02%12,985CommonSOLE
174610105CFGCITIZENS FINANCIAL G$2.2M0.02%50,029CommonSOLE
380237107GDDYGODADDY INC$2.2M0.02%11,073CommonSOLE
912008109USFDUS FOODS HOLDING COR$2.2M0.02%32,340CommonSOLE
42824C109HPEHEWLETT PACKARD ENTE$2.2M0.02%102,167CommonSOLE
714046109RVTYPERKINELMER INC$2.2M0.02%19,351CommonSOLE
631103108NDAQNASDAQ STOCK MARKET$2.1M0.02%27,214CommonSOLE
592688105MTDMETTLER TOLEDO INTER$2.1M0.02%1,705CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.1M0.02%31,955CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.1M0.02%18,075CommonSOLE
45826H109ITGRGREATBATCH INC$2.0M0.02%15,403CommonSOLE
26614N102DDDOWDUPONT INC$2.0M0.02%26,645CommonSOLE
171340102CHDCHURCH & DWIGHT CO I$2.0M0.02%19,176CommonSOLE
902252105TYLTYLER TECHNOLOGIES I$2.0M0.02%3,465CommonSOLE
74144T108TROWT ROWE PRICE GROUP I$2.0M0.02%17,568CommonSOLE
44107P104HSTHOST MARRIOTT CORP$2.0M0.02%113,186CommonSOLE
205887102CAGCONAGRA FOODS INC$2.0M0.02%71,325CommonSOLE
143658300CCL1EURCARNIVAL CORP$2.0M0.02%78,519CommonSOLE
219948106CPAYCORPAY INC$2.0M0.02%5,765CommonSOLE
00187Y100APGAPI GROUP CORP$1.9M0.02%54,000CommonSOLE
50212V100LPLALPL INVESTMENT HOLDI$1.9M0.02%5,945CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES C$1.9M0.02%5,009CommonSOLE
87161C501SYU1SYNOVUS FINANCIAL CO$1.9M0.02%37,707CommonSOLE
980745103WWDWOODWARD GOVERNOR CO$1.9M0.02%11,563CommonSOLE
115236101BROBROWN & BROWN INC$1.9M0.02%18,787CommonSOLE
526057104LENLENNAR CORP$1.9M0.02%13,871CommonSOLE
64110D104NTAPNETWORK APPLIANCE IN$1.9M0.02%16,276CommonSOLE
955306105WSTWEST PHARMACEUTICAL$1.9M0.02%5,756CommonSOLE
92276F100VTRVENTAS INC$1.9M0.02%31,795CommonSOLE
92936U109WPCWP CAREY INC$1.9M0.02%33,977CommonSOLE
751212101RLPOLO RALPH LAUREN CO$1.8M0.02%8,000CommonSOLE
29261A100EHCHEALTHSOUTH CORP$1.8M0.02%20,000CommonSOLE
92942W107KLGWK KELLOGG CO$1.8M0.02%102,500CommonSOLE
030420103AWKAMERICAN WATER WORKS$1.8M0.02%14,630CommonSOLE
N53745100LYBLYONDELLBASELL INDUS$1.8M0.02%24,277CommonSOLE
002474104AZZAZZ INC$1.8M0.02%22,000CommonSOLE
570535104MKLMARKEL CORP$1.8M0.02%1,040CommonSOLE
G0176J109ALLEALLEGION PLC$1.8M0.02%13,719CommonSOLE
31488V107FERGFERGUSON PLC$1.8M0.02%10,321CommonSOLE
N20944109CNHCNH INDUSTRIAL NV$1.8M0.02%157,344CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$1.8M0.02%9,581CommonSOLE
172062101CINFCINCINNATI FINANCIAL$1.8M0.02%12,225CommonSOLE
443510607HUBBHUBBELL INC$1.8M0.02%4,180CommonSOLE
237194105DRIDARDEN RESTAURANTS I$1.8M0.02%9,378CommonSOLE
78410G104SBACSBA COMMUNICATIONS C$1.7M0.02%8,530CommonSOLE
934423104WBDDISCOVERY HOLDING CO$1.7M0.02%164,318CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDIN$1.7M0.02%16,253CommonSOLE
941848103WATWATERS CORP$1.7M0.02%4,607CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIE$1.7M0.02%3,669CommonSOLE
337932107FEFIRSTENERGY CORP$1.7M0.02%42,450CommonSOLE
459506101IFFINTERNATIONAL FLAVOR$1.7M0.02%19,893CommonSOLE
665859104NTRSNORTHERN TRUST CORP$1.7M0.01%16,276CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICA$1.7M0.01%20,249CommonSOLE
91307C102UTHRUNITED THERAPEUTICS$1.7M0.01%4,680CommonSOLE
452327109ILMNILLUMINA INC$1.6M0.01%12,337CommonSOLE
049560105ATOATMOS ENERGY CORP$1.6M0.01%11,741CommonSOLE
538034109LYVCCE SPINCO INC$1.6M0.01%12,556CommonSOLE
12503M108CBOECBOE HOLDINGS INC$1.6M0.01%8,299CommonSOLE
962166104WYWEYERHAEUSER CO$1.6M0.01%57,580CommonSOLE
629377508NRGNRG ENERGY INC$1.6M0.01%17,861CommonSOLE
053611109AVYAVERY DENNISON CORP$1.6M0.01%8,603CommonSOLE
189054109CLXCLOROX CO$1.6M0.01%9,664CommonSOLE
92343E102VRSNVERISIGN INC$1.6M0.01%7,569CommonSOLE
116794108BRKRBRUKER BIOSCIENCES C$1.6M0.01%26,719CommonSOLE
15189T107CNPCENTERPOINT ENERGY I$1.6M0.01%49,192CommonSOLE
256163106DOCUDOCUSIGN INC$1.6M0.01%17,317CommonSOLE
184496107CLHCLEAN HARBORS INC$1.6M0.01%6,765CommonSOLE
46187W107INVHINVITATION HOMES INC$1.5M0.01%48,288CommonSOLE
134429109CPBCAMPBELL SOUP CO$1.5M0.01%36,804CommonSOLE
55261F104MTBM&T BANK CORP$1.5M0.01%8,063CommonSOLE
125896100CMSCMS ENERGY CORP$1.5M0.01%22,736CommonSOLE
880770102TERTERADYNE INC$1.5M0.01%12,005CommonSOLE
831865209AOSAO SMITH CORP$1.5M0.01%22,090CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.5M0.01%25,262CommonSOLE
29670G102WTRGAQUA AMERICA INC$1.5M0.01%40,820CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.5M0.01%10,169CommonSOLE
M8744T106TBLATABOOLA.COM LTD$1.5M0.01%400,000CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL$1.5M0.01%18,842CommonSOLE
27579R104EWBCEAST WEST BANCORP IN$1.5M0.01%15,188CommonSOLE
297178105ESSESSEX PROPERTY TRUST$1.5M0.01%5,095CommonSOLE
466313103JBLJABIL CIRCUIT INC$1.4M0.01%10,027CommonSOLE
303075105FDSFACTSET RESEARCH SYS$1.4M0.01%2,994CommonSOLE
59522J103MAAMID-AMERICA APARTMEN$1.4M0.01%9,253CommonSOLE
531229755FWONKLIBERTY MEDIA CORP-L$1.4M0.01%15,355CommonSOLE
45784P101PODDINSULET CORP$1.4M0.01%5,442CommonSOLE
216648501COOCOOPER COS INC/THE$1.4M0.01%15,439CommonSOLE
833034101SNASNAP-ON INC$1.4M0.01%4,124CommonSOLE
562750109MANHMANHATTAN ASSOCIATES$1.4M0.01%5,106CommonSOLE
436440101HO1HOLOGIC INC$1.4M0.01%19,096CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY$1.3M0.01%15,623CommonSOLE
72352L106PINSPINTEREST INC$1.3M0.01%46,094CommonSOLE
384109104GGGGRACO INC$1.3M0.01%15,836CommonSOLE
668771108GENNORTONLIFELOCK INC$1.3M0.01%48,499CommonSOLE
681919106OMCOMNICOM GROUP$1.3M0.01%15,398CommonSOLE
60855R100MOHMOLINA HEALTHCARE IN$1.3M0.01%4,544CommonSOLE
74834L100DGXQUEST DIAGNOSTICS$1.3M0.01%8,747CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES IN$1.3M0.01%17,402CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$1.3M0.01%51,175CommonSOLE
88162G103TTEKTETRA TECH INC$1.3M0.01%32,680CommonSOLE
46137V845PRNPENTAIR INC$1.3M0.01%12,868CommonSOLE
65473P105NINISOURCE INC$1.3M0.01%35,164CommonSOLE
372460105GPCGENUINE PARTS CO$1.3M0.01%11,021CommonSOLE
086516101BBYBEST BUY CO INC$1.3M0.01%14,989CommonSOLE
125269100CFCF INDUSTRIES HOLDIN$1.3M0.01%15,020CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENC$1.3M0.01%9,364CommonSOLE
G3265R107APTVAPTIV PLC$1.3M0.01%21,116CommonSOLE
574599106MASMASCO CORP$1.3M0.01%17,531CommonSOLE
171779309CIENCIENA CORP$1.3M0.01%15,000CommonSOLE
302130109EXPDEXPEDITORS INTERNATI$1.3M0.01%11,430CommonSOLE
540424108LLIBERTY MEDIA CORP$1.3M0.01%14,941CommonSOLE
29452E101EQHAXA EQUITABLE HOLDIN$1.2M0.01%26,411CommonSOLE
49446R109KIMKIMCO REALTY CORP$1.2M0.01%52,990CommonSOLE
388689101GPKGRAPHIC PACKAGING CO$1.2M0.01%45,000CommonSOLE
759509102RSRELIANCE STEEL & ALU$1.2M0.01%4,518CommonSOLE
866674104SUISUN COMMUNITIES INC$1.2M0.01%9,854CommonSOLE
26142V105DKNGDRAFTKINGS INC$1.2M0.01%32,541CommonSOLE
86800U302SMCISUPER MICRO COMPUTER$1.2M0.01%39,520CommonSOLE
256746108DLTRDOLLAR TREE STORES I$1.2M0.01%15,834CommonSOLE
883203101TXTTEXTRON INC$1.2M0.01%15,440CommonSOLE
880779103TEXTEREX CORP$1.2M0.01%25,273CommonSOLE
92556V106VTRSVIATRIS INC$1.2M0.01%93,485CommonSOLE
315616102FFIVF5 NETWORKS INC$1.2M0.01%4,622CommonSOLE
29362U104ENTGENTEGRIS INC$1.2M0.01%11,699CommonSOLE
45768S105IOSPINNOSPEC INC$1.2M0.01%10,499CommonSOLE
7591EP100RFREGIONS FINANCIAL CO$1.2M0.01%49,101CommonSOLE
071813109BAXBAXTER INTERNATIONAL$1.2M0.01%39,466CommonSOLE
00766T100ACMAECOM TECHNOLOGY COR$1.1M0.01%10,691CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$1.1M0.01%2,718CommonSOLE
31620R303FNFFIDELITY NATIONAL FI$1.1M0.01%20,151CommonSOLE
758750103RRXREGAL-BELOIT CORP$1.1M0.01%7,278CommonSOLE
42250P103DOCHCP INC$1.1M0.01%55,655CommonSOLE
05352A100AVTRAVANTOR INC$1.1M0.01%52,677CommonSOLE
445658107JBHTJB HUNT TRANSPORT SE$1.1M0.01%6,487CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS I$1.1M0.01%12,422CommonSOLE
60937P106MDBMONGODB INC$1.1M0.01%4,686CommonSOLE
422806208HEI/AHEICO CORP$1.1M0.01%5,855CommonSOLE
902653104UDRUDR INC$1.1M0.01%24,988CommonSOLE
931427108WFCWALGREENS BOOTS ALLI$1.1M0.01%115,249CommonSOLE
253393102DKSDICK'S SPORTING GOOD$1.1M0.01%4,635CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$1.1M0.01%21,001CommonSOLE
97650W108WTFCWINTRUST FINANCIAL C$1.1M0.01%8,460CommonSOLE
83570H108SONOSONOS INC$1.1M0.01%70,000CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$1.0M0.01%43,373CommonSOLE
513272104LWLAMB WESTON HOLDINGS$1.0M0.01%15,572CommonSOLE
82982L103SITESITEONE LANDSCAPE SU$1.0M0.01%7,877CommonSOLE
45337C102INCYINCYTE CORP$1.0M0.01%14,845CommonSOLE
758849103REGREGENCY CENTERS CORP$1.0M0.01%13,785CommonSOLE
73278L105POOLPOOL CORP$1.0M0.01%2,988CommonSOLE
143130102KMXCARMAX INC$1.0M0.01%12,414CommonSOLE
69370C100PTCPARAMETRIC TECHNOLOG$1.0M0.01%5,500CommonSOLE
36467J108GLPIGAMING AND LEISURE P$1.0M0.01%20,901CommonSOLE
426281101JKHYJACK HENRY & ASSOCIA$1.0M0.01%5,726CommonSOLE
200340107CMACOMERICA INC$995,5370.01%16,096CommonSOLE
133131102CPTCAMDEN PROPERTY TRUS$991,3290.01%8,543CommonSOLE
227046109CROXCROCS INC$985,7700.01%9,000CommonSOLE
12541W209CHRWCH ROBINSON WORLDWID$978,3370.01%9,469CommonSOLE
150870103CECELANESE CORP$975,3760.01%14,093CommonSOLE
02665T306AMHAMERICAN HOMES 4 REN$969,0650.01%25,897CommonSOLE
00123Q104AGNCAMERICAN CAPITAL AGE$949,4030.01%103,084CommonSOLE
428291108HXLHEXCEL CORP$945,2650.01%15,076CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$937,9720.01%25,046CommonSOLE
29472R108ELSEQUITY LIFESTYLE PRO$937,3950.01%14,075CommonSOLE
87157D109SYNASYNAPTICS INC$915,8400.01%12,000CommonSOLE
720190206PDMPIEDMONT OFFICE REAL$915,6580.01%100,072CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$905,4120.01%48,783CommonSOLE
N14506104ESTCELASTIC NV$900,0420.01%9,084CommonSOLE
971378104WSCWILLSCOT CORP$896,6270.01%26,805CommonSOLE
101121101BXPBOSTON PROPERTIES IN$890,3120.01%11,973CommonSOLE
09073M104TECHTECHNE CORP$888,3450.01%12,333CommonSOLE
04621X108AIZASSURANT INC$881,2380.01%4,133CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$867,4330.01%4,232CommonSOLE
83304A106SNAPSNAP INC$861,3520.01%79,977CommonSOLE
14316J108CGCARLYLE GROUP INC/TH$859,2380.01%17,018CommonSOLE
60871R209TAPADOLPH COORS CO$853,3800.01%14,888CommonSOLE
08265T208BSYBENTLEY SYSTEMS INC$846,1100.01%18,118CommonSOLE
460690100IPGINTERPUBLIC GROUP OF$840,6560.01%30,002CommonSOLE
65249B109NWSANEWS CORP CLASS A$818,2400.01%29,711CommonSOLE
29530P102ERIEERIE INDEMNITY CO$816,2150.01%1,980CommonSOLE
422806109HEIHEICO CORP$810,9310.01%3,411CommonSOLE
749685103RPMRPM INTERNATIONAL IN$806,7810.01%6,556CommonSOLE
30063P105EXKEXACT SCIENCES CORP$791,1550.01%14,080CommonSOLE
105368203BDNBRANDYWINE REALTY TR$791,0330.01%141,256CommonSOLE
194014502ENOVCOLFAX CORP$776,2810.01%17,691CommonSOLE
501889208LKQLKQ CORP$773,1090.01%21,037CommonSOLE
025932104AFGAMERICAN FINANCIAL G$769,9570.01%5,623CommonSOLE
02005N100ALLYALLY FINANCIAL INC$768,4890.01%21,341CommonSOLE
247361702DALDELTA AIR LINES INC$765,0830.01%12,646CommonSOLE
552953101MGMMETRO-GOLDWYN-MAYER$758,3840.01%21,887CommonSOLE
985817105YELPYELP INC$738,8210.01%19,091CommonSOLE
159864107CRLCHARLES RIVER LABORA$737,6610.01%3,996CommonSOLE
035710839NLYANNALY CAPITAL MANAG$719,4270.01%39,313CommonSOLE
25659T107DLBDOLBY LABORATORIES I$716,5670.01%9,175CommonSOLE
57667L107MTCHMATCH GROUP INC$709,1520.01%21,680CommonSOLE
806407102HSICHENRY SCHEIN INC$704,3170.01%10,178CommonSOLE
784117103SEICSEI INVESTMENTS CO$695,0580.01%8,427CommonSOLE
499049104KNXKNIGHT TRANSPORTATIO$694,4520.01%13,093CommonSOLE
983134107WYNNWYNN RESORTS LTD$688,6760.01%7,993CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE IN$682,1570.01%51,290CommonSOLE
640491106NEOGNEOGEN CORP$675,2020.01%55,618CommonSOLE
57060D108MKTXMARKETAXESS HOLDINGS$673,5990.01%2,980CommonSOLE
23918K108DVADAVITA INC$661,6090.01%4,424CommonSOLE
879369106TFXTELEFLEX INC$651,9400.01%3,663CommonSOLE
942622200WSOWATSCO INC$646,3850.01%1,364CommonSOLE
489398107KWKENNEDY-WILSON HOLDI$610,1390.01%61,075CommonSOLE
518415104LSCCLATTICE SEMICONDUCTO$608,5340.01%10,742CommonSOLE
446413106HIIHUNTINGTON INGALLS I$587,1290.01%3,107CommonSOLE
695156109PKGPACKAGING CORP OF AM$572,0550.01%2,541CommonSOLE
448579102HHYATT HOTELS CORP$562,1450.01%3,581CommonSOLE
090572207BIOBIO-RAD LABORATORIES$553,2100.00%1,684CommonSOLE
832696405SJMJM SMUCKER CO/THE$538,7070.00%4,892CommonSOLE
013091103ACIALBERTSONS COS INC$533,6180.00%27,170CommonSOLE
254543101DIODDIODES INC$493,3600.00%8,000CommonSOLE
042315705ARRARMOUR RESIDENTIAL R$466,0490.00%24,711CommonSOLE
891092108TTCTORO CO$460,0940.00%5,744CommonSOLE
354613101BENFRANKLIN RESOURCES I$456,6870.00%22,508CommonSOLE
05508R106BGSB&G FOODS INC$417,0030.00%60,523CommonSOLE
65290E101NXTNEXTRACKER INC$395,1810.00%10,818CommonSOLE
775711104ROLROLLINS INC$371,2630.00%8,010CommonSOLE
902494103TSNTYSON FOODS INC$345,3860.00%6,013CommonSOLE
219798105QDELQUIDEL CORP$285,1200.00%6,400CommonSOLE
61945C103MOSMOSAIC CO/THE$280,7770.00%11,423CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE$268,2790.00%1,877CommonSOLE

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.