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INCEPTIONR LLC

Q1 2025 · 13F-HR

INCEPTIONR LLCholdings as filed

Filed 2025-05-12 · accession 0001667731-25-000611

$334.6M
Reported value
517
Positions
2025-03-31
Period end
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Holdings as filed

First 500 of 517

CUSIPTickerIssuerValue% port.SharesClassVoting
337738108FISVFISERV INC$1.8M0.55%8,373CommonNONE
380237107GDDYGODADDY INC$1.8M0.55%10,221CommonNONE
969457100WMBWILLIAMS COS INC$1.8M0.55%30,670CommonNONE
760759100RSGREPUBLIC SVCS INC$1.8M0.55%7,565CommonNONE
94106L109WMWASTE MGMT INC DEL$1.8M0.55%7,904CommonNONE
115236101BROBROWN & BROWN INC$1.8M0.55%14,702CommonNONE
670837103OGEOGE ENERGY CORP$1.8M0.55%39,758CommonNONE
717081103PFEPFIZER INC$1.8M0.55%72,028CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.8M0.55%1,274CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.8M0.54%4,073CommonNONE
053332102AZOAUTOZONE INC$1.8M0.54%477CommonNONE
166764100CVXCHEVRON CORP NEW$1.8M0.54%10,844CommonNONE
883203101TXTTEXTRON INC$1.8M0.54%24,909CommonNONE
281020107EIXEDISON INTL$1.8M0.54%30,511CommonNONE
631103108NDAQNASDAQ INC$1.8M0.53%23,484CommonNONE
682680103OKEONEOK INC NEW$1.8M0.53%17,814CommonNONE
14174T107CTRECARETRUST REIT INC$1.7M0.52%60,438CommonNONE
637417106NNNNNN REIT INC$1.7M0.51%40,399CommonNONE
12572Q105CMECME GROUP INC$1.7M0.50%6,349CommonNONE
494368103KMBKIMBERLY-CLARK CORP$1.7M0.50%11,662CommonNONE
693506107PPGPPG INDS INC$1.7M0.50%15,157CommonNONE
056525108BMIBADGER METER INC$1.6M0.49%8,615CommonNONE
65249B109NWSANEWS CORP NEW$1.6M0.49%60,074CommonNONE
902973304USBUS BANCORP DEL$1.6M0.49%38,637CommonNONE
695156109PKGPACKAGING CORP AMER$1.6M0.49%8,213CommonNONE
277432100EMNEASTMAN CHEM CO$1.6M0.47%17,991CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$1.6M0.47%15,797CommonNONE
548661107LOWLOWES COS INC$1.6M0.47%6,748CommonNONE
023608102AEEAMEREN CORP$1.6M0.47%15,589CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.6M0.47%19,000CommonNONE
988498101YUMYUM BRANDS INC$1.6M0.46%9,872CommonNONE
857477103STTSTATE STR CORP$1.5M0.46%17,430CommonNONE
125523100CITHE CIGNA GROUP$1.5M0.46%4,666CommonNONE
713448108PEPPEPSICO INC$1.5M0.46%10,237CommonNONE
N00985106AERAERCAP HOLDINGS NV$1.5M0.46%14,963CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1.5M0.46%22,908CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$1.5M0.45%15,693CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$1.5M0.44%18,574CommonNONE
03852U106ARMKARAMARK$1.5M0.44%42,268CommonNONE
531229755FWONKLIBERTY MEDIA CORP DEL$1.4M0.43%16,076CommonNONE
G0403H108AONAON PLC$1.4M0.43%3,598CommonNONE
466313103JBLJABIL INC$1.4M0.43%10,523CommonNONE
031100100AMEAMETEK INC$1.4M0.43%8,281CommonNONE
40434L105HPQHP INC$1.4M0.42%50,466CommonNONE
29530P102ERIEERIE INDTY CO$1.4M0.42%3,326CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.4M0.41%12,599CommonNONE
871607107SNPSSYNOPSYS INC$1.4M0.41%3,216CommonNONE
552848103MTGMGIC INVT CORP WIS$1.4M0.41%55,352CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.41%11,482CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.4M0.41%20,824CommonNONE
58155Q103MCKMCKESSON CORP$1.3M0.40%1,977CommonNONE
670346105NUENUCOR CORP$1.3M0.39%10,902CommonNONE
103304101BYDBOYD GAMING CORP$1.3M0.39%19,923CommonNONE
45337C102INCYINCYTE CORP$1.3M0.39%21,625CommonNONE
609207105MDLZMONDELEZ INTL INC$1.3M0.39%19,229CommonNONE
912008109USFDUS FOODS HLDG CORP$1.3M0.39%19,905CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$1.3M0.39%17,413CommonNONE
422806109HEIHEICO CORP NEW$1.3M0.39%4,832CommonNONE
783549108RRYDER SYS INC$1.3M0.38%8,927CommonNONE
29358P101ENSGENSIGN GROUP INC$1.3M0.38%9,834CommonNONE
665859104NTRSNORTHERN TR CORP$1.3M0.38%12,758CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$1.3M0.37%9,283CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.3M0.37%5,982CommonNONE
031162100AMGNAMGEN INC$1.2M0.37%3,998CommonNONE
G2519Y108BAPCREDICORP LTD$1.2M0.37%6,670CommonNONE
744320102PRUPRUDENTIAL FINL INC$1.2M0.37%11,102CommonNONE
03073E105CORCENCORA INC$1.2M0.37%4,452CommonNONE
654106103NKENIKE INC$1.2M0.36%19,132CommonNONE
G3922B107GGENPACT LIMITED$1.2M0.36%23,836CommonNONE
532457108LLYELI LILLY & CO$1.2M0.36%1,451CommonNONE
45867G101IDCCINTERDIGITAL INC$1.2M0.36%5,793CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$1.2M0.35%11,959CommonNONE
26884L109EQTEQT CORP$1.2M0.35%21,734CommonNONE
92936U109WPCWP CAREY INC$1.2M0.35%18,307CommonNONE
929740108WABWABTEC$1.1M0.34%6,333CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$1.1M0.34%8,889CommonNONE
172967424CCITIGROUP INC$1.1M0.34%16,063CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.1M0.34%11,849CommonNONE
626755102MUSAMURPHY USA INC$1.1M0.34%2,404CommonNONE
12514G108CDWCDW CORP$1.1M0.34%7,025CommonNONE
76169C100REXRREXFORD INDL RLTY INC$1.1M0.33%28,225CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.1M0.33%237CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1.1M0.33%16,686CommonNONE
192422103CGNXCOGNEX CORP$1.1M0.32%36,275CommonNONE
49271V100KDPKEURIG DR PEPPER INC$1.1M0.32%31,526CommonNONE
278865100ECLECOLAB INC$1.1M0.32%4,253CommonNONE
053611109AVYAVERY DENNISON CORP$1.1M0.32%6,039CommonNONE
681919106OMCOMNICOM GROUP INC$1.1M0.32%12,920CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$1.1M0.32%13,577CommonNONE
58733R102MELIMERCADOLIBRE INC$1.1M0.32%547CommonNONE
540424108LLOEWS CORP$1.1M0.32%11,539CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.1M0.32%3,143CommonNONE
12653C108CNXCNX RES CORP$1.1M0.32%33,554CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.1M0.31%51,705CommonNONE
482480100KLACKLA CORP$1.0M0.31%1,542CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$1.0M0.31%8,457CommonNONE
229899109CFRCULLEN FROST BANKERS INC$1.0M0.31%8,309CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.0M0.31%1,981CommonNONE
372460105GPCGENUINE PARTS CO$1.0M0.31%8,701CommonNONE
27579R104EWBCEAST WEST BANCORP INC$1.0M0.31%11,442CommonNONE
866674104SUISUN CMNTYS INC$1.0M0.31%7,980CommonNONE
228368106CCKCROWN HLDGS INC$1.0M0.30%11,406CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.0M0.30%860CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.0M0.30%5,929CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.0M0.30%3,686CommonNONE
002824100ABTABBOTT LABS$1.0M0.30%7,542CommonNONE
69331C108PCGPG&E CORP$984,7920.29%57,322CommonNONE
922475108VEEVVEEVA SYS INC$983,2690.29%4,245CommonNONE
92343E102VRSNVERISIGN INC$982,4770.29%3,870CommonNONE
75513E101RTXRTX CORPORATION$979,4090.29%7,394CommonNONE
052769106ADSKAUTODESK INC$977,2990.29%3,733CommonNONE
48020Q107JLLJONES LANG LASALLE INC$976,2700.29%3,938CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$970,0280.29%4,256CommonNONE
718172109PMPHILIP MORRIS INTL INC$969,0470.29%6,105CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$961,6600.29%4,884CommonNONE
00206R102TAT&T INC$959,1160.29%33,915CommonNONE
77543R102ROKUROKU INC$958,2660.29%13,604CommonNONE
233331107DTEDTE ENERGY CO$949,7770.28%6,869CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$940,2730.28%3,086CommonNONE
371901109GNTXGENTEX CORP$939,3860.28%40,317CommonNONE
254687106DISDISNEY WALT CO$938,3410.28%9,507CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$938,3180.28%6,517CommonNONE
32054K103FRFIRST INDL RLTY TR INC$934,3710.28%17,316CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$933,8020.28%4,984CommonNONE
733174700BPOPPOPULAR INC$930,6280.28%10,075CommonNONE
040413205ANETARISTA NETWORKS INC$915,8140.27%11,820CommonNONE
37045V100GMGENERAL MTRS CO$912,0530.27%19,393CommonNONE
88033G407THCTENET HEALTHCARE CORP$907,6060.27%6,748CommonNONE
004498101ACIWACI WORLDWIDE INC$898,0650.27%16,415CommonNONE
09062X103BIIBBIOGEN INC$895,7550.27%6,546CommonNONE
750917106RMBSRAMBUS INC DEL$893,2220.27%17,252CommonNONE
98419M100XYLXYLEM INC$893,2020.27%7,477CommonNONE
98389B100XELXCEL ENERGY INC$886,9280.27%12,529CommonNONE
69370C100PTCPTC INC$886,1590.26%5,719CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$883,5060.26%4,702CommonNONE
219948106CPAYCORPAY INC$876,6820.26%2,514CommonNONE
62944T105NVRNVR INC$876,5710.26%121CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$874,4490.26%16,042CommonNONE
21036P108STZCONSTELLATION BRANDS INC$873,5550.26%4,760CommonNONE
285512109EAELECTRONIC ARTS INC$864,9520.26%5,985CommonNONE
G3198U102ESNTESSENT GROUP LTD$864,0680.26%14,970CommonNONE
229663109CUBECUBESMART$861,2670.26%20,414CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$858,3700.26%1,480CommonNONE
655663102NDSNNORDSON CORP$854,6880.26%4,237CommonNONE
219350105GLWCORNING INC$853,4770.26%18,643CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$850,7940.25%16,715CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$845,7420.25%41,827CommonNONE
871829107SYYSYSCO CORP$841,5740.25%11,215CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$835,5660.25%13,571CommonNONE
172908105CTASCINTAS CORP$832,8080.25%4,052CommonNONE
22002T108CDPCOPT DEFENSE PROPERTIES$832,6620.25%30,534CommonNONE
929089100VOYAVOYA FINANCIAL INC$823,6910.25%12,156CommonNONE
92276F100VTRVENTAS INC$821,1320.25%11,942CommonNONE
03743Q108APAAPA CORPORATION$818,0140.24%38,916CommonNONE
12740C103CADECADENCE BANK$815,6820.24%26,867CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$804,2840.24%5,709CommonNONE
457187102INGRINGREDION INC$790,6000.24%5,882CommonNONE
624756102MLIMUELLER INDS INC$780,7400.23%10,254CommonNONE
636180101NFGNATIONAL FUEL GAS CO$779,7050.23%9,846CommonNONE
086516101BBYBEST BUY INC$779,3090.23%10,587CommonNONE
011659109ALKALASKA AIR GROUP INC$776,5930.23%15,778CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$775,3850.23%20,362CommonNONE
46187W107INVHINVITATION HOMES INC$774,1580.23%22,214CommonNONE
64110D104NTAPNETAPP INC$769,1270.23%8,756CommonNONE
971378104WSCWILLSCOT HLDGS CORP$758,8290.23%27,296CommonNONE
194162103CLCOLGATE PALMOLIVE CO$753,6290.23%8,043CommonNONE
45168D104IDXXIDEXX LABS INC$739,1120.22%1,760CommonNONE
879369106TFXTELEFLEX INCORPORATED$738,4870.22%5,344CommonNONE
831865209AOSSMITH A O CORP$738,1760.22%11,294CommonNONE
410867105THGHANOVER INS GROUP INC$737,7220.22%4,241CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$734,8850.22%9,129CommonNONE
68389X105ORCLORACLE CORP$732,4650.22%5,239CommonNONE
013872106AAALCOA CORP$727,2420.22%23,844CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$725,6510.22%4,754CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$725,1900.22%4,204CommonNONE
020002101ALLALLSTATE CORP$714,1840.21%3,449CommonNONE
49456B101KMIKINDER MORGAN INC DEL$713,0790.21%24,994CommonNONE
65473P105NINISOURCE INC$710,8760.21%17,732CommonNONE
12769G100CZRCAESARS ENTERTAINMENT INC NE$707,1250.21%28,285CommonNONE
690742101OCOWENS CORNING NEW$706,9590.21%4,950CommonNONE
40412C101HCAHCA HEALTHCARE INC$706,6500.21%2,045CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$698,3120.21%3,174CommonNONE
038336103ATRAPTARGROUP INC$698,2760.21%4,706CommonNONE
75700L108RRRRED ROCK RESORTS INC$697,9970.21%16,094CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$697,4410.21%14,527CommonNONE
N14506104ESTCELASTIC N V$687,6740.21%7,718CommonNONE
243537107DECKDECKERS OUTDOOR CORP$686,0660.21%6,136CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$680,9090.20%9,672CommonNONE
29977A105EVREVERCORE INC$679,0480.20%3,400CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$677,8630.20%5,807CommonNONE
87161C501SYU1SYNOVUS FINL CORP$672,8690.20%14,396CommonNONE
72352L106PINSPINTEREST INC$671,2120.20%21,652CommonNONE
46982L108JJACOBS SOLUTIONS INC$668,4010.20%5,529CommonNONE
093671105HRBBLOCK H & R INC$667,8700.20%12,163CommonNONE
65339F101NEENEXTERA ENERGY INC$665,2320.20%9,384CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$664,9480.20%12,685CommonNONE
75524B104RBCRBC BEARINGS INC$664,1330.20%2,064CommonNONE
038222105AMATAPPLIED MATLS INC$662,3280.20%4,564CommonNONE
87612G101TRGPTARGA RES CORP$660,7490.20%3,296CommonNONE
370334104GISGENERAL MLS INC$657,6300.20%10,999CommonNONE
042735100ARWARROW ELECTRS INC$657,1400.20%6,329CommonNONE
436440101HO1HOLOGIC INC$655,1330.20%10,606CommonNONE
191098102COKECOCA COLA CONS INC$654,7500.20%485CommonNONE
817565104SCISERVICE CORP INTL$654,3520.20%8,159CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$652,7250.20%7,500CommonNONE
736508847PORPORTLAND GEN ELEC CO$650,0900.19%14,576CommonNONE
497266106KEXKIRBY CORP$649,2920.19%6,428CommonNONE
G61188127LBTYKLIBERTY GLOBAL LTD$648,6900.19%54,193CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$648,6400.19%2,123CommonNONE
398905109GPIGROUP 1 AUTOMOTIVE INC$648,1690.19%1,697CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$646,9690.19%19,617CommonNONE
221006109CRVLCORVEL CORP$644,7230.19%5,758CommonNONE
546347105LPXLOUISIANA PAC CORP$641,3770.19%6,973CommonNONE
632307104NTRANATERA INC$639,7390.19%4,524CommonNONE
758750103RRXREGAL REXNORD CORPORATION$638,4710.19%5,608CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$630,8860.19%6,161CommonNONE
30161Q104EXELEXELIXIS INC$625,0560.19%16,930CommonNONE
595112103MUMICRON TECHNOLOGY INC$623,4360.19%7,175CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$623,1570.19%11,771CommonNONE
46284V101IRMIRON MTN INC DEL$620,6930.19%7,214CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$620,6400.19%14,284CommonNONE
15677J108DAYDAYFORCE INC$618,1810.18%10,598CommonNONE
28618M106ESIELEMENT SOLUTIONS INC$615,7830.18%27,235CommonNONE
G0585R106AGOASSURED GUARANTY LTD$615,6430.18%6,988CommonNONE
91879Q109MTNVAIL RESORTS INC$613,5170.18%3,834CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$613,4270.18%3,545CommonNONE
407497106HLNEHAMILTON LANE INC$607,0200.18%4,083CommonNONE
256163106DOCUDOCUSIGN INC$606,4300.18%7,450CommonNONE
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070830104BBWIBATH & BODY WORKS INC$604,4600.18%19,936CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$603,1180.18%15,425CommonNONE
75281A109RRCRANGE RES CORP$602,7030.18%15,094CommonNONE
574795100MASIMASIMO CORP$596,9280.18%3,583CommonNONE
343412102FLRFLUOR CORP NEW$594,4690.18%16,596CommonNONE
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87724P106TMHCTAYLOR MORRISON HOME CORP$591,9340.18%9,859CommonNONE
012653101ALBALBEMARLE CORP$586,2430.18%8,140CommonNONE
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816851109SRESEMPRA$580,1570.17%8,130CommonNONE
759509102RSRELIANCE INC$572,8800.17%1,984CommonNONE
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876030107TPRTAPESTRY INC$569,1240.17%8,083CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$566,7220.17%8,880CommonNONE
29084Q100EMEEMCOR GROUP INC$565,5340.17%1,530CommonNONE
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595017104MCHPMICROCHIP TECHNOLOGY INC.$554,3430.17%11,451CommonNONE
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889478103TOLTOLL BROTHERS INC$546,8510.16%5,179CommonNONE
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620076307MSIMOTOROLA SOLUTIONS INC$537,6310.16%1,228CommonNONE
500754106KHCKRAFT HEINZ CO$536,8460.16%17,642CommonNONE
860630102SFSTIFEL FINL CORP$529,1760.16%5,614CommonNONE
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958102105WDCWESTERN DIGITAL CORP$525,2670.16%12,992CommonNONE
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318672706FBPFIRST BANCORP P R$516,2480.15%26,930CommonNONE
46266C105IQVIQVIA HLDGS INC$513,7380.15%2,914CommonNONE
629377508NRGNRG ENERGY INC$511,5700.15%5,359CommonNONE
48251W104KKRKKR & CO INC$508,9150.15%4,402CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$499,2270.15%2,285CommonNONE
G6564A105NOMDNOMAD FOODS LTD$496,2800.15%25,256CommonNONE
534187109LNCLINCOLN NATL CORP IND$496,2400.15%13,819CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$494,6430.15%523CommonNONE
968223206WLYWILEY JOHN & SONS INC$494,2150.15%11,091CommonNONE
526057104LENLENNAR CORP$493,7840.15%4,302CommonNONE
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15135B101CNCCENTENE CORP DEL$486,9550.15%8,021CommonNONE
501889208LKQLKQ CORP$486,0620.15%11,426CommonNONE
22822V101CCICROWN CASTLE INC$485,8160.15%4,661CommonNONE
931142103WMTWALMART INC$482,2300.14%5,493CommonNONE
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513272104LWLAMB WESTON HLDGS INC$474,4770.14%8,902CommonNONE
458334109IPARINTERPARFUMS INC$473,3580.14%4,157CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$471,6120.14%2,603CommonNONE
12504L109CBRECBRE GROUP INC$471,5930.14%3,606CommonNONE
436893200HOMBHOME BANCSHARES INC$465,9460.14%16,482CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$465,4230.14%6,584CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$465,1660.14%3,335CommonNONE
85254J102STAGSTAG INDL INC$464,6120.14%12,863CommonNONE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$463,5970.14%12,803CommonNONE
35137L105FOXAFOX CORP$460,3280.14%8,133CommonNONE
G87052109TELTE CONNECTIVITY PLC$458,5830.14%3,245CommonNONE
928298108VSHVISHAY INTERTECHNOLOGY INC$455,7260.14%28,662CommonNONE
G68707101PAGSPAGSEGURO DIGITAL LTD$449,7430.13%58,944CommonNONE
101121101BXPBXP INC$449,5010.13%6,690CommonNONE
377322102GKOSGLAUKOS CORP$447,6140.13%4,548CommonNONE
23804L103DDOGDATADOG INC$443,8660.13%4,474CommonNONE
60786M105MCMOELIS & CO$441,6680.13%7,568CommonNONE
872590104TMUST-MOBILE US INC$440,3380.13%1,651CommonNONE
894164102TNLTRAVEL PLUS LEISURE CO$438,7370.13%9,478CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$437,6280.13%3,898CommonNONE
000360206AAONAAON INC$435,1840.13%5,570CommonNONE
69478X105LF2PACIFIC PREMIER BANCORP$433,8190.13%20,348CommonNONE
45784P101PODDINSULET CORP$432,7810.13%1,648CommonNONE
00724F101ADBEADOBE INC$431,8550.13%1,126CommonNONE
501044101KRKROGER CO$431,7950.13%6,379CommonNONE
754907103RYNRAYONIER INC$427,0100.13%15,316CommonNONE
293712105EFSCENTERPRISE FINL SVCS CORP$426,2120.13%7,931CommonNONE
96208T104WEXWEX INC$423,6400.13%2,698CommonNONE
23345M107DTMDT MIDSTREAM INC$422,2930.13%4,377CommonNONE
880770102TERTERADYNE INC$422,0030.13%5,109CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$420,8520.13%11,116CommonNONE
44930G107ICUIICU MED INC$416,1630.12%2,997CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$414,9860.12%8,265CommonNONE
G5784H106MANUMANCHESTER UTD PLC NEW$409,9400.12%31,317CommonNONE
925652109VICIVICI PPTYS INC$406,2170.12%12,453CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$406,1770.12%1,785CommonNONE
45768S105IOSPINNOSPEC INC$405,4350.12%4,279CommonNONE
969904101WSMWILLIAMS SONOMA INC$402,6810.12%2,547CommonNONE
451107106IDAIDACORP INC$400,9590.12%3,450CommonNONE
680665205OLNOLIN CORP$400,7110.12%16,531CommonNONE
G2717B108CUSHMAN WAKEFIELD PLC$395,0230.12%38,652CommonNONE
049560105ATOATMOS ENERGY CORP$390,4690.12%2,526CommonNONE
184496107CLHCLEAN HARBORS INC$388,2870.12%1,970CommonNONE
57686G105MATXMATSON INC$385,1510.12%3,005CommonNONE
493267108KEYKEYCORP$384,6870.11%24,058CommonNONE
459044103IBOCINTERNATIONAL BANCSHARES COR$384,1620.11%6,092CommonNONE
858119100STLDSTEEL DYNAMICS INC$383,9960.11%3,070CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$379,6290.11%3,157CommonNONE
23282W605CYTKCYTOKINETICS INC$379,1120.11%9,433CommonNONE
668771108GENGEN DIGITAL INC$378,8320.11%14,274CommonNONE
81282V100PRKSUNITED PARKS & RESORTS INC$376,8630.11%8,290CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$375,6420.11%1,667CommonNONE
153527205CENTACENTRAL GARDEN & PET CO$374,2350.11%11,434CommonNONE
74164M108PRIPRIMERICA INC$371,0270.11%1,304CommonNONE
23331A109DHID R HORTON INC$369,8210.11%2,909CommonNONE
427866108HSYHERSHEY CO$362,9260.11%2,122CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$361,2870.11%1,338CommonNONE
743312100PRGSPROGRESS SOFTWARE CORP$360,1580.11%6,992CommonNONE
655844108NSCNORFOLK SOUTHN CORP$359,0650.11%1,516CommonNONE
384637104GHCGRAHAM HLDGS CO$357,4400.11%372CommonNONE
770323103RHIROBERT HALF INC.$354,9570.11%6,507CommonNONE
05379B107AVAAVISTA CORP$351,6240.11%8,398CommonNONE
109696104BCOBRINKS CO$350,4990.10%4,068CommonNONE
98585X104YETIYETI HLDGS INC$350,4630.10%10,588CommonNONE
852234103XYZBLOCK INC$349,3960.10%6,431CommonNONE
92537N108VRTVERTIV HOLDINGS CO$347,7150.10%4,816CommonNONE
004239109AKRACADIA RLTY TR$347,0370.10%16,565CommonNONE
938824109WAFDWAFD INC$343,3320.10%12,013CommonNONE
392709101GRBKGREEN BRICK PARTNERS INC$341,2300.10%5,852CommonNONE
30214U102EXPOEXPONENT INC$338,4260.10%4,175CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$332,3990.10%31,507CommonNONE
278642103EBAYEBAY INC.$331,2000.10%4,890CommonNONE
629209305NMIHNMI HLDGS INC$331,0830.10%9,184CommonNONE
904311107UAAUNDER ARMOUR INC$330,5440.10%52,887CommonNONE
78573L106SBRASABRA HEALTH CARE REIT INC$330,2180.10%18,902CommonNONE
98978V103ZTSZOETIS INC$330,1230.10%2,005CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$329,6900.10%1,991CommonNONE
95058W100WENWENDYS CO$328,1070.10%22,427CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$328,0320.10%4,288CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$323,3350.10%6,038CommonNONE
358039105FRPTFRESHPET INC$321,6180.10%3,867CommonNONE
007973100AEISADVANCED ENERGY INDS$320,3370.10%3,361CommonNONE
79466L302CRMSALESFORCE INC$319,8850.10%1,192CommonNONE
911684108ADUNITED STATES CELLULAR CORP$318,7120.10%4,609CommonNONE
501242101KLICKULICKE & SOFFA INDS INC$313,6400.09%9,510CommonNONE
78463M107SPSCSPS COMM INC$313,2430.09%2,360CommonNONE
03957W106AROCARCHROCK INC$312,8330.09%11,922CommonNONE
790148100JOEST JOE CO$312,4990.09%6,656CommonNONE
174610105CFGCITIZENS FINL GROUP INC$311,9870.09%7,615CommonNONE
29670G102WTRGESSENTIAL UTILS INC$311,6550.09%7,884CommonNONE
26969P108EXPEAGLE MATLS INC$311,5900.09%1,404CommonNONE
64110L106NFLXNETFLIX INC$310,5320.09%333CommonNONE
649445400FLGFLAGSTAR FINANCIAL INC$308,5690.09%26,555CommonNONE
26875P101EOGEOG RES INC$307,9040.09%2,401CommonNONE
76680R206RNGRINGCENTRAL INC$303,1120.09%12,242CommonNONE
008073108AVAVAEROVIRONMENT INC$299,8820.09%2,516CommonNONE
000899104ADMAADMA BIOLOGICS INC$299,5840.09%15,100CommonNONE
739276103POWIPOWER INTEGRATIONS INC$299,1620.09%5,924CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$297,9980.09%955CommonNONE
30040P103EVTCEVERTEC INC$295,0060.09%8,023CommonNONE
252131107DXCMDEXCOM INC$290,3690.09%4,252CommonNONE
781846209RUSHARUSH ENTERPRISES INC$290,1230.09%5,432CommonNONE
099724106BWABORGWARNER INC$289,4800.09%10,104CommonNONE
939653101ELMEELME COMMUNITIES$288,4400.09%16,577CommonNONE
35905A109FTDRFRONTDOOR INC$285,3450.09%7,427CommonNONE
92828Q109VRTSVIRTUS INVT PARTNERS INC$280,9470.08%1,630CommonNONE
69924R1086PMPARAMOUNT GROUP INC$280,3470.08%65,197CommonNONE
68752M108OFIXORTHOFIX MED INC$278,5580.08%17,079CommonNONE
646025106NJRNEW JERSEY RES CORP$277,7290.08%5,661CommonNONE
98139A105WKWORKIVA INC$277,4510.08%3,655CommonNONE
163851108CCCHEMOURS CO$276,9050.08%20,466CommonNONE
02209S103MOALTRIA GROUP INC$276,3920.08%4,605CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$274,8130.08%3,235CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$274,5760.08%7,026CommonNONE
756109104OREALTY INCOME CORP$272,5400.08%4,720CommonNONE
302491303FMCFMC CORP$271,9570.08%6,446CommonNONE
829073105SSDSIMPSON MFG INC$271,7480.08%1,730CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$270,6220.08%566CommonNONE
313148306AGMFEDERAL AGRIC MTG CORP$269,4520.08%1,437CommonNONE
353514102FELEFRANKLIN ELEC INC$267,3700.08%2,848CommonNONE
553498106MSAMSA SAFETY INC$265,0690.08%1,807CommonNONE
29357K103ENVAENOVA INTL INC$263,9950.08%2,734CommonNONE
217204106CPRTCOPART INC$263,4830.08%4,656CommonNONE
89679E300TFINTRIUMPH FINANCIAL INC$263,2790.08%4,555CommonNONE
880779103TEXTEREX CORP NEW$262,6090.08%6,951CommonNONE
811707801SBCFSEACOAST BKG CORP FLA$261,3650.08%10,158CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$260,3110.08%754CommonNONE
700658107PRKPARK NATL CORP$257,9860.08%1,704CommonNONE
231021106CMICUMMINS INC$257,3340.08%821CommonNONE
G81276100SIGSIGNET JEWELERS LIMITED$257,2640.08%4,431CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$255,9910.08%4,459CommonNONE
90138F102TWLOTWILIO INC$255,7410.08%2,612CommonNONE
74624M102PPURE STORAGE INC$254,7740.08%5,755CommonNONE
225310101CACCCREDIT ACCEP CORP MICH$254,0440.08%492CommonNONE
929236107WDFCWD 40 CO$253,7600.08%1,040CommonNONE
88224Q107TCBITEXAS CAP BANCSHARES INC$253,0840.08%3,388CommonNONE
98980F104GTMZOOMINFO TECHNOLOGIES INC$252,3600.08%25,236CommonNONE
74736L109QTWOQ2 HLDGS INC$250,0310.07%3,125CommonNONE
589889104MMSIMERIT MED SYS INC$248,6300.07%2,352CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$248,0270.07%3,422CommonNONE
55277P104MGEEMGE ENERGY INC$247,4600.07%2,662CommonNONE
78442P106SLMSLM CORP$246,5020.07%8,393CommonNONE
56418H100MANMANPOWERGROUP INC WIS$245,4690.07%4,241CommonNONE
95040Q104WELLWELLTOWER INC$244,9830.07%1,599CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$239,8910.07%6,636CommonNONE
633707104NBHCNATIONAL BK HLDGS CORP$239,1490.07%6,249CommonNONE
88339J105TTDTHE TRADE DESK INC$236,7190.07%4,326CommonNONE
29364G103ETRENTERGY CORP NEW$234,4140.07%2,742CommonNONE
143658300CCL1EURCARNIVAL CORP$233,6370.07%11,963CommonNONE
042315705ARRARMOUR RESIDENTIAL REIT INC$233,4150.07%13,650CommonNONE
911922102USLMUNITED STS LIME & MINERALS I$232,7050.07%2,633CommonNONE
38526M106LOPEGRAND CANYON ED INC$232,0200.07%1,341CommonNONE
000957100ABMABM INDS INC$231,9220.07%4,897CommonNONE
92346J108VCELVERICEL CORP$230,6850.07%5,170CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$229,5750.07%1,179CommonNONE
222070203COTYCOTY INC$228,0170.07%41,685CommonNONE
117043109BCBRUNSWICK CORP$227,7320.07%4,229CommonNONE
94419L101WWAYFAIR INC$227,6050.07%7,106CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$226,9390.07%2,170CommonNONE
13765N107CNNECANNAE HLDGS INC$226,6690.07%12,366CommonNONE
25746U109DDOMINION ENERGY INC$226,5790.07%4,041CommonNONE
833445109SNOWSNOWFLAKE INC$226,5480.07%1,550CommonNONE
204166102CVLTCOMMVAULT SYS INC$226,3860.07%1,435CommonNONE
920253101VMIVALMONT INDS INC$224,8720.07%788CommonNONE
25960P109DEIDOUGLAS EMMETT INC$222,4160.07%13,901CommonNONE
023586100UHALU HAUL HOLDING COMPANY$222,1590.07%3,399CommonNONE
749685103RPMRPM INTL INC$218,0570.07%1,885CommonNONE
43283X105HGVHILTON GRAND VACATIONS INC$217,7640.07%5,821CommonNONE
05329W102ANAUTONATION INC$216,8110.06%1,339CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$215,7110.06%6,172CommonNONE
09627Y1092655787DBLUEPRINT MEDICINES CORP$213,8400.06%2,416CommonNONE
03071H100AMSFAMERISAFE INC$213,6680.06%4,066CommonNONE
743315103PGRPROGRESSIVE CORP$212,8240.06%752CommonNONE
346375108FORMFORMFACTOR INC$212,6560.06%7,517CommonNONE
297178105ESSESSEX PPTY TR INC$212,1460.06%692CommonNONE
640491106NEOGNEOGEN CORP$211,5480.06%24,400CommonNONE
513847103MZTILANCASTER COLONY CORP$211,2250.06%1,207CommonNONE
45073V108ITTITT INC$210,2720.06%1,628CommonNONE
830879102SKYWSKYWEST INC$208,2900.06%2,384CommonNONE
M20791105CAMTCAMTEK LTD$207,4330.06%3,538CommonNONE
16411R208LNGCHENIERE ENERGY INC$205,7150.06%889CommonNONE
267475101DYDYCOM INDS INC$204,7450.06%1,344CommonNONE
577933104MMSMAXIMUS INC$204,5020.06%2,999CommonNONE
G4740B105ICHRICHOR HOLDINGS$204,0330.06%9,024CommonNONE
381013101GDENGOLDEN ENTMT INC$203,5460.06%7,713CommonNONE
37247D106GNWGENWORTH FINL INC$202,0650.06%28,500CommonNONE
G5509L101LIVNLIVANOVA PLC$201,6240.06%5,133CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$201,1260.06%979CommonNONE
59001A102MTHMERITAGE HOMES CORP$200,3070.06%2,826CommonNONE
24906P109XRAYDENTSPLY SIRONA INC$194,0260.06%12,987CommonNONE
75574U101RCREADY CAPITAL CORP$182,7000.05%35,894CommonNONE
71424F105PRPERMIAN RESOURCES CORP$181,1030.05%13,076CommonNONE
68622V106OGNORGANON & CO$179,5440.05%12,058CommonNONE
088929104BGCBGC GROUP INC$175,0090.05%19,085CommonNONE
343873105FFICFLUSHING FINL CORP$169,2280.05%13,325CommonNONE
649604840ADAMNEW YORK MTG TR INC$163,7950.05%25,238CommonNONE
00130H105AESAES CORP$157,5350.05%12,684CommonNONE
49926D109KNKNOWLES CORP$156,8180.05%10,317CommonNONE
31154R109FPIFARMLAND PARTNERS INC$152,6320.05%13,763CommonNONE
929566107WNCWABASH NATL CORP$148,4900.04%13,438CommonNONE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$145,4520.04%26,494CommonNONE
419870100HEHAWAIIAN ELEC INDUSTRIES$140,6750.04%12,847CommonNONE
92214X106VREXVAREX IMAGING CORP$140,4640.04%12,109CommonNONE
83570H108SONOSONOS INC$140,3530.04%13,154CommonNONE
N3144W105XPROEXPRO GROUP HOLDINGS NV$137,2910.04%13,812CommonNONE
588056101MERCMERCER INTL INC$131,7880.04%21,429CommonNONE
62855J104MYGNMYRIAD GENETICS INC$129,7410.04%14,627CommonNONE
04335A105ARVNARVINAS INC$129,0630.04%18,385CommonNONE
86771W105RUNSUNRUN INC$122,4210.04%20,891CommonNONE
58039P305MUXMCEWEN MNG INC$120,9210.04%16,016CommonNONE
489398107KWKENNEDY-WILSON HOLDINGS INC$118,8810.04%13,696CommonNONE
03748R747AIVAPARTMENT INVT & MGMT CO$118,5710.04%13,474CommonNONE
98401F105XNCRXENCOR INC$118,1250.04%11,102CommonNONE
30212W100AGNTEXP WORLD HLDGS INC$116,9390.03%11,957CommonNONE
14575E105CARSCARS COM INC$115,4610.03%10,245CommonNONE

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.