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Claret Asset Management Corp

Q2 2025 · 13F-HR

Claret Asset Management Corpholdings as filed

Filed 2025-08-13 · accession 0001735513-25-000004

$772,365
Reported value
436
Positions
2025-06-30
Period end
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The Brief · Claret Asset Management Corp · Q2 2025

AI · grounded in 13F

Claret Asset Management Corp established a new position in BRK/B valued at $46,400. The fund also initiated new stakes in GIB for $43,598 and META for $38,052. Other new additions include MSFT, NOA, and OLLI.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$46,4006.01%95,519CommonSOLE
12532H104GIBCGI INC$43,5985.64%415,229CommonSOLE
30303M102METAMETA PLATFORMS INC$38,0524.93%51,555CommonSOLE
594918104MSFTMICROSOFT CORP$33,9184.39%68,190CommonSOLE
656811106NOANORTH AMERN CONSTR GROUP LTD$33,0264.28%2,064,325CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$32,0884.15%243,498CommonSOLE
02079K305GOOGLALPHABET INC$26,9583.49%152,972CommonSOLE
90384S303ULTAULTA BEAUTY INC$25,5283.31%54,569CommonSOLE
037833100AAPLAPPLE INC$23,9083.10%116,530CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$23,2323.01%1,700,738CommonSOLE
00287Y109ABBVABBVIE INC$22,7722.95%122,680CommonSOLE
126650100CVSCVS HEALTH CORP$20,4452.65%296,388CommonSOLE
780087102RYROYAL BK CDA$16,6522.16%126,376CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$14,0161.81%179,617CommonSOLE
17275R102CSCOCISCO SYS INC$11,8731.54%171,129CommonSOLE
G4766E116INDVINDIVIOR PLC$10,9711.42%744,282CommonSOLE
136069101CMCANADIAN IMP BK COMM$10,9051.41%153,655CommonSOLE
90353W103UIUBIQUITI INC$10,6261.38%25,812CommonSOLE
172967424CCITIGROUP INC COM$9,9161.28%116,494CommonSOLE
063671101BMOBANK MONTREAL QUE$9,8051.27%88,493CommonSOLE
478160104JNJJOHNSON & JOHNSON$9,3371.21%61,126CommonSOLE
891160509TDTORONTO DOMINION BK ONT$9,3191.21%126,730CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$8,6271.12%186,359CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$7,9541.03%107,024CommonSOLE
02079K107GOOGALPHABET INC$7,8421.02%44,209CommonSOLE
74880P104QIPTQUIPT HOME MEDICAL CORP$7,5870.98%4,235,287CommonSOLE
717081103PFEPFIZER INC$7,4790.97%308,522CommonSOLE
780259305SHELSHELL PLC$6,2340.81%88,538CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$6,0690.79%109,785CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6,0160.78%113,997CommonSOLE
931142103WMTWALMART INC$5,9680.77%61,035CommonSOLE
097023105BABOEING CO$5,9660.77%28,474CommonSOLE
05534B760BCEBCE INC$5,6810.74%256,201CommonSOLE
67066G104NVDANVIDIA CORPORATION$5,5580.72%35,177CommonSOLE
747525103QCOMQUALCOMM INC$5,5540.72%34,873CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$5,1120.66%45,395CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5,0720.66%5,124CommonSOLE
95805V108WRNWESTERN COPPER & GOLD CORP$4,5350.59%3,698,800CommonSOLE
87971M103TUTELUS CORPORATION$4,5220.59%281,597CommonSOLE
256746108DLTRDOLLAR TREE INC$4,2280.55%42,686CommonSOLE
58933Y105MRKMERCK & CO INC$4,1300.53%52,176CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$3,5680.46%21,238CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$3,5220.46%155,514CommonSOLE
58155Q103MCKMCKESSON CORP$3,3590.43%4,584CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3,2440.42%5,969CommonSOLE
56501R106MFCMANULIFE FINL CORP$2,8180.36%88,167CommonSOLE
49177J102KVUEKENVUE INC$2,7950.36%133,537CommonSOLE
644535106NGDNNEW GOLD INC CDA$2,7340.35%550,000CommonSOLE
379463102GWRSGLOBAL WTR RES INC$2,4930.32%244,636CommonSOLE
124765108CAECAE INC$2,4070.31%82,148CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$2,2500.29%30,718CommonSOLE
15101Q207CLSCELESTICA INC$2,1580.28%13,822CommonSOLE
13321L108CCJCAMECO CORP$2,1570.28%29,054CommonSOLE
09228FAM5BBCN 3 02/15/29BLACKBERRY LTD$2,1190.27%1,500,000CommonSOLE
670100205NVONOVO-NORDISK A S$2,1000.27%30,430CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1,9210.25%24,190CommonSOLE
85472N109STNSTANTEC INC$1,9070.25%17,531CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1,8790.24%5,472CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$1,8280.24%141,735CommonSOLE
136375102CNICANADIAN NATL RY CO$1,7530.23%16,830CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1,7290.22%2,799CommonSOLE
82509L107SHOPSHOPIFY INC$1,6840.22%14,603CommonSOLE
G5960L103MDTMEDTRONIC PLC$1,6240.21%18,634CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1,5560.20%61,400CommonSOLE
191216100KOCOCA COLA CO$1,5380.20%21,737CommonSOLE
464288224ICLNISHARES TR$1,5180.20%115,800CommonSOLE
031162100AMGNAMGEN INC$1,5160.20%5,430CommonSOLE
92826C839VVISA INC$1,5140.20%4,265CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1,4140.18%5,824CommonSOLE
651639106NEMNEWMONT CORP$1,3630.18%23,402CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1,2800.17%10,759CommonSOLE
118440106BKEBUCKLE INC$1,2690.16%27,991CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$1,1700.15%31,166CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$1,1220.15%23,328CommonSOLE
87241L109TFIITFI INTL INC$1,1050.14%12,317CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1,0690.14%11,718CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1,0490.14%5,619CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$1,0350.13%10,566CommonSOLE
74935Q107RBARB GLOBAL INC$1,0090.13%9,498CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$9860.13%9,704CommonSOLE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$9780.13%1,000,000CommonSOLE
135086106GOOSCANADA GOOSE HLDGS INC$9690.13%86,614CommonSOLE
80100R408SANGSANGOMA TECHNOLOGIES CORP$9540.12%153,935CommonSOLE
24869P104DENNDENNYS CORP$9500.12%231,763CommonSOLE
32076VAD5AGCN 0.375 01/15/27FIRST MAJESTIC SILVER CORP$9500.12%985,000CommonSOLE
683715106OTEXOPEN TEXT CORP$9030.12%30,929CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$8250.11%2,845CommonSOLE
87975H100TIXTTELUS INTL CDA INC$8170.11%224,866CommonSOLE
093671105HRBBLOCK H & R INC$8160.11%14,874CommonSOLE
68389X105ORCLORACLE CORP$8140.11%3,722CommonSOLE
88160R101TSLATESLA INC$7740.10%2,435CommonSOLE
548661107LOWLOWES COS INC$7400.10%3,334CommonSOLE
92204A702VGTVANGUARD WORLD FDS$7220.09%1,088CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7200.09%1,280CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$7150.09%13,145CommonSOLE
46266C105IQVIQVIA HLDGS INC$7060.09%4,478CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$7000.09%8,983CommonSOLE
29250N105ENBENBRIDGE INC$6830.09%15,054CommonSOLE
023135106AMZNAMAZON COM INC$6770.09%3,085CommonSOLE
68390D106OROR ROYALTIES INC.$5880.08%22,867CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$5660.07%8,510CommonSOLE
291011104EMREMERSON ELEC CO$5600.07%4,200CommonSOLE
116794108BRKRBRUKER CORP$5460.07%13,243CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$5450.07%3,844CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$5400.07%10,961CommonSOLE
922908363VOOVANGUARD INDEX FDS$5210.07%917CommonSOLE
89346D107TACTRANSALTA CORP$5130.07%47,607CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4990.06%1,692CommonSOLE
437076102HDHOME DEPOT INC$4980.06%1,359CommonSOLE
88579Y101MMM3M CO$4820.06%3,168CommonSOLE
92242T101VVXV2X INC$4540.06%9,352CommonSOLE
87807B107TRPTC ENERGY CORP$4460.06%9,145CommonSOLE
086516101BBYBEST BUY INC$4420.06%6,578CommonSOLE
450913108IAGIAMGOLD CORP$4400.06%59,700CommonSOLE
79466L302CRMSALESFORCE INC$4360.06%1,597CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3980.05%1,249CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3900.05%1,303CommonSOLE
941848103WATWATERS CORP$3830.05%1,098CommonSOLE
303250104FICOFAIR ISAAC CORP$3780.05%207CommonSOLE
254687106DISDISNEY WALT CO$3670.05%2,962CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3670.05%2,855CommonSOLE
57638P104MBCMASTERBRAND INC$3630.05%33,242CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$3470.04%9,258CommonSOLE
532457108LLYLILLY ELI & CO$3430.04%440CommonSOLE
580135101MCDMCDONALDS CORP$3380.04%1,158CommonSOLE
369604301GEGE AEROSPACE$3330.04%1,293CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3330.04%1,629CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3320.04%15,051CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF SHS BEN INT$3290.04%5,375CommonSOLE
217204106CPRTCOPART INC$3220.04%6,569CommonSOLE
92214X106VREXVAREX IMAGING CORP$3150.04%36,367CommonSOLE
172908105CTASCINTAS CORP$3150.04%1,414CommonSOLE
05464C101AXONAXON ENTERPRISE INC$3060.04%369CommonSOLE
16115Q308GTLSCHART INDS INC$3050.04%1,855CommonSOLE
81762P102NOWSERVICENOW INC$2990.04%291CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2980.04%1,871CommonSOLE
863667101SYKSTRYKER CORPORATION$2970.04%751CommonSOLE
464286400EWZISHARES INC$2950.04%10,209CommonSOLE
11135F101AVGOBROADCOM INC$2930.04%1,064CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2910.04%2,165CommonSOLE
615369105MCOMOODYS CORP$2910.04%581CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2900.04%2,126CommonSOLE
34959E109FTNTFORTINET INC$2840.04%2,686CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2800.04%48CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2800.04%7,835CommonSOLE
032095101APHAMPHENOL CORP NEW$2790.04%2,827CommonSOLE
031100100AMEAMETEK INC$2790.04%1,542CommonSOLE
929740108WABWABTEC$2780.04%1,326CommonSOLE
00724F101ADBEADOBE INC$2760.04%713CommonSOLE
29414B104EPAMEPAM SYS INC$2710.04%1,532CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2700.03%3,365CommonSOLE
461202103INTUINTUIT$2690.03%341CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2660.03%381CommonSOLE
126408103CSXCSX CORP$2660.03%8,163CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2650.03%850CommonSOLE
351858105FNVFRANCO NEV CORP$2650.03%1,614CommonSOLE
78409V104SPGIS&P GLOBAL INC$2640.03%500CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2630.03%1,090CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$2620.03%22,837CommonSOLE
149123101CATCATERPILLAR INC$2610.03%673CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2600.03%1,094CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2580.03%12,634CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2550.03%550CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2550.03%4,865CommonSOLE
713448108PEPPEPSICO INC$2540.03%1,925CommonSOLE
654106103NKENIKE INC$2510.03%3,533CommonSOLE
00766T100ACMAECOM$2500.03%2,212CommonSOLE
053332102AZOAUTOZONE INC$2500.03%67CommonSOLE
46434VBD1IBDQISHARES TR$2490.03%9,875CommonSOLE
64110L106NFLXNETFLIX INC$2470.03%184CommonSOLE
337738108FISVFISERV INC$2470.03%1,433CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2470.03%2,298CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2450.03%1,506CommonSOLE
19247G107COHRCOHERENT CORP$2450.03%2,749CommonSOLE
03831W108APPAPPLOVIN CORP$2440.03%697CommonSOLE
278642103EBAYEBAY INC.$2440.03%3,280CommonSOLE
46090E103QQQINVESCO QQQ TR$2430.03%440CommonSOLE
74624M102PPURE STORAGE INC$2420.03%4,200CommonSOLE
88339J105TTDTHE TRADE DESK INC$2420.03%3,361CommonSOLE
G85158106STNESTONECO LTD$2420.03%15,100CommonSOLE
92556V106VTRSVIATRIS INC$2420.03%27,129CommonSOLE
03073E105CORCENCORA INC$2410.03%804CommonSOLE
100557107SAMBOSTON BEER INC$2410.03%1,261CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2400.03%3,828CommonSOLE
98585X104YETIYETI HLDGS INC$2400.03%7,603CommonSOLE
366651107ITGARTNER INC$2400.03%593CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2390.03%2,654CommonSOLE
40434L105HPQHP INC$2390.03%9,771CommonSOLE
384802104GWWGRAINGER W W INC$2390.03%230CommonSOLE
040413205ANETARISTA NETWORKS INC$2390.03%2,340CommonSOLE
127190304CACICACI INTL INC$2390.03%502CommonSOLE
15687V109CERTCERTARA INC$2390.03%20,437CommonSOLE
482480100KLACKLA CORP$2390.03%267CommonSOLE
052769106ADSKAUTODESK INC$2380.03%768CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2380.03%581CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2380.03%401CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2380.03%2,408CommonSOLE
08265T208BSYBENTLEY SYS INC$2380.03%4,419CommonSOLE
303075105FDSFACTSET RESH SYS INC$2380.03%532CommonSOLE
20602D101CNXCCONCENTRIX CORP$2380.03%4,498CommonSOLE
038222105AMATAPPLIED MATLS INC$2370.03%1,292CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$2370.03%1,023CommonSOLE
69370C100PTCPTC INC$2370.03%1,373CommonSOLE
88076W103TDCTERADATA CORP DEL$2370.03%10,614CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$2370.03%15,476CommonSOLE
256163106DOCUDOCUSIGN INC$2370.03%3,042CommonSOLE
871607107SNPSSYNOPSYS INC$2370.03%462CommonSOLE
683344105ONTOONTO INNOVATION INC$2370.03%2,352CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$2370.03%10,311CommonSOLE
26210C104DBXDROPBOX INC$2370.03%8,271CommonSOLE
15118V207CELHCELSIUS HLDGS INC$2370.03%5,071CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2370.03%1,016CommonSOLE
70202L102PSNPARSONS CORP DEL$2370.03%3,296CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2370.03%4,226CommonSOLE
55354G100MSCIMSCI INC$2360.03%409CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2360.03%1,798CommonSOLE
631103108NDAQNASDAQ INC$2360.03%2,641CommonSOLE
45168D104IDXXIDEXX LABS INC$2360.03%439CommonSOLE
219948106CPAYCORPAY INC$2360.03%711CommonSOLE
285512109EAELECTRONIC ARTS INC$2360.03%1,475CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2360.03%1,495CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2360.03%2,454CommonSOLE
88033G407THCTENET HEALTHCARE CORP$2360.03%1,339CommonSOLE
74051N1022655957DPREMIER INC$2360.03%10,765CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2360.03%1,562CommonSOLE
37940X102GPNGLOBAL PMTS INC$2360.03%2,954CommonSOLE
74736K101QRVOQORVO INC$2360.03%2,775CommonSOLE
252131107DXCMDEXCOM INC$2360.03%2,705CommonSOLE
922475108VEEVVEEVA SYS INC$2360.03%821CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$2360.03%1,059CommonSOLE
125269100CFCF INDS HLDGS INC$2350.03%2,557CommonSOLE
65249B109NWSANEWS CORP NEW$2350.03%7,903CommonSOLE
30161Q104EXELEXELIXIS INC$2350.03%5,326CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2350.03%2,843CommonSOLE
222070203COTYCOTY INC$2350.03%50,494CommonSOLE
G3922B107GGENPACT LIMITED$2350.03%5,344CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$2350.03%1,904CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2350.03%819CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2350.03%1,309CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$2350.03%1,638CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$2350.03%1,550CommonSOLE
955306105WSTCOM$2350.03%1,075CommonSOLE
03662Q105AKXANSYS INC$2350.03%670CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$2350.03%15,673CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2350.03%763CommonSOLE
29084Q100EMEEMCOR GROUP INC$2350.03%439CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2350.03%3,008CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$2350.03%748CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2350.03%200CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2350.03%883CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$2350.03%1,308CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2350.03%1,280CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2350.03%414CommonSOLE
122017106BURLBURLINGTON STORES INC$2350.03%1,009CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2350.03%614CommonSOLE
82452J109FOURSHIFT4 PMTS INC$2350.03%2,369CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$2350.03%1,296CommonSOLE
760759100RSGREPUBLIC SVCS INC$2350.03%952CommonSOLE
88162G103TTEKTETRA TECH INC NEW$2350.03%6,525CommonSOLE
33829M101FIVEFIVE BELOW INC$2340.03%1,781CommonSOLE
668771108GENGEN DIGITAL INC$2340.03%7,946CommonSOLE
302941109FCNFTI CONSULTING INC$2340.03%1,448CommonSOLE
260003108DOVDOVER CORP$2340.03%1,278CommonSOLE
92343E102VRSNVERISIGN INC$2340.03%809CommonSOLE
31428X106FDXFEDEX CORP$2340.03%1,030CommonSOLE
147528103CASYCASEYS GEN STORES INC$2340.03%458CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$2340.03%2,879CommonSOLE
650111107NYTNEW YORK TIMES CO$2340.03%4,183CommonSOLE
422806109HEIHEICO CORP NEW$2340.03%714CommonSOLE
023436108AMEDAMEDISYS INC$2340.03%2,377CommonSOLE
521865204LEALEAR CORP COM$2340.03%2,466CommonSOLE
09062X103BIIBBIOGEN INC$2340.03%1,864CommonSOLE
876030107TPRTAPESTRY INC$2340.03%2,670CommonSOLE
G8473T100STESTERIS PLC$2340.03%973CommonSOLE
896239100TRMBTRIMBLE INC$2340.03%3,076CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$2340.03%7,762CommonSOLE
23918K108DVADAVITA INC$2340.03%1,642CommonSOLE
64110D104NTAPNETAPP INC$2340.03%2,200CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2340.03%446CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2340.03%456CommonSOLE
759916109RGENREPLIGEN CORP$2340.03%1,883CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$2340.03%7,742CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2340.03%1,235CommonSOLE
12514G108CDWCDW CORP$2340.03%1,312CommonSOLE
268150109DTDYNATRACE INC COM$2340.03%4,238CommonSOLE
379577208GMEDGLOBUS MED INC$2340.03%3,970CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2340.03%1,259CommonSOLE
25754A201DPZDOMINOS PIZZA INC$2340.03%520CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$2340.03%5,221CommonSOLE
501044101KRKROGER CO$2340.03%3,257CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$2340.03%6,802CommonSOLE
26622P107DOCSDOXIMITY INC$2340.03%3,807CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$2330.03%6,805CommonSOLE
929160109VMCVULCAN MATLS CO$2330.03%895CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$2330.03%1,930CommonSOLE
224441105CXTCRANE NXT CO$2330.03%4,328CommonSOLE
537008104LFUSLITTELFUSE INC$2330.03%1,030CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2330.03%2,923CommonSOLE
436440101HO1HOLOGIC INC$2330.03%3,578CommonSOLE
688239201OSKOSHKOSH CORP$2330.03%2,048CommonSOLE
737446104POSTPOST HLDGS INC$2330.03%2,140CommonSOLE
617700109MORNMORNINGSTAR INC$2330.03%744CommonSOLE
574599106MASMASCO CORP$2330.03%3,626CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$2330.03%4,535CommonSOLE
G02602103DOXAMDOCS LTD$2330.03%2,556CommonSOLE
G0176J109ALLEALLEGION PLC$2330.03%1,617CommonSOLE
184496107CLHCLEAN HARBORS INC$2330.03%1,007CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$2330.03%23,055CommonSOLE
448579102HHYATT HOTELS CORP$2330.03%1,667CommonSOLE
608190104MHKMOHAWK INDS INC$2330.03%2,218CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$2330.03%2,457CommonSOLE
216648501COOCOOPER COS INC$2330.03%3,280CommonSOLE
96208T104WEXWEX INC$2330.03%1,584CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$2330.03%24,718CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$2330.03%3,141CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2330.03%3,121CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$2330.03%3,395CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$2330.03%1,348CommonSOLE
00187Y100APGCOM STK$2330.03%4,573CommonSOLE
231561101CWCURTISS WRIGHT CORP$2330.03%477CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2330.03%851CommonSOLE
72703H101PLNTPLANET FITNESS INC$2330.03%2,141CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$2330.03%1,854CommonSOLE
380237107GDDYGODADDY INC$2330.03%1,292CommonSOLE
466313103JBLJABIL INC$2330.03%1,070CommonSOLE
199908104FIXCOMFORT SYS USA INC$2330.03%434CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2330.03%554CommonSOLE
191098102COKECOCA COLA CONS INC$2330.03%2,088CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2330.03%1,179CommonSOLE
577081102MATMATTEL INC$2320.03%11,761CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$2320.03%16,281CommonSOLE
817565104SCISERVICE CORP INTL$2320.03%2,849CommonSOLE
501889208LKQLKQ CORP$2320.03%6,266CommonSOLE
45167R104IEXIDEX CORP$2320.03%1,320CommonSOLE
896945201TRIPTRIPADVISOR INC$2320.03%17,810CommonSOLE
73278L105POOLPOOL CORP$2320.03%795CommonSOLE
053611109AVYAVERY DENNISON CORP$2320.03%1,324CommonSOLE
626755102MUSAMURPHY USA INC$2320.03%570CommonSOLE
980745103WWDCOM$2320.03%946CommonSOLE
912008109USFDUS FOODS HLDG CORP$2320.03%3,009CommonSOLE
806407102HSICHENRY SCHEIN INC$2320.03%3,173CommonSOLE
142339100CSLCARLISLE COS INC$2320.03%623CommonSOLE
515098101LSTRLANDSTAR SYS INC$2320.03%1,667CommonSOLE
880770102TERTERADYNE INC$2320.03%2,575CommonSOLE
070830104BBWIBATH & BODY WORKS INC$2320.03%7,739CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2320.03%4,217CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2320.03%1,415CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2320.03%1,988CommonSOLE
89055F103BLDTOPBUILD CORP$2320.03%717CommonSOLE
G39108108GTESGATES INDL CORP PLC$2320.03%10,056CommonSOLE
690742101OCOWENS CORNING NEW$2320.03%1,685CommonSOLE
421298100HAYWHAYWARD HLDGS INC$2320.03%16,841CommonSOLE
29605J106ESABESAB CORPORATION$2320.03%1,928CommonSOLE
412822108HOGHARLEY DAVIDSON INC$2320.03%9,848CommonSOLE
099724106BWABORGWARNER INC$2320.03%6,921CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2320.03%423CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$2320.03%1,426CommonSOLE
655663102NDSNNORDSON CORP$2320.03%1,082CommonSOLE
98978V103ZTSZOETIS INC$2320.03%1,490CommonSOLE
827048109SLGNSILGAN HLDGS INC$2320.03%4,277CommonSOLE
960413102WLKCOM$2320.03%3,057CommonSOLE
237266101DARDARLING INGREDIENTS INC$2320.03%6,102CommonSOLE
315616102FFIVF5 INC$2320.03%787CommonSOLE
G21810109CLVTCLARIVATE PLC$2320.03%54,003CommonSOLE
778296103ROSTROSS STORES INC$2320.03%1,818CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$2320.03%1,239CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$2320.03%2,284CommonSOLE
21874C102CNMCORE & MAIN INC$2320.03%3,855CommonSOLE
928881101VNTVONTIER CORPORATION$2320.03%6,287CommonSOLE
38526M106LOPEGRAND CANYON ED INC$2320.03%1,228CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2320.03%572CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$2310.03%4,484CommonSOLE
03852U106ARMKARAMARK$2310.03%5,527CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$2310.03%4,747CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$2310.03%2,210CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$2310.03%7,789CommonSOLE
00206R102TAT&T INC$2310.03%7,998CommonSOLE
596278101MIDDMIDDLEBY CORP$2310.03%1,605CommonSOLE
55306N104MKSIMKS INC.$2310.03%2,320CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2310.03%1,422CommonSOLE
090572207BIOBIO RAD LABS INC$2310.03%953CommonSOLE
G7S00T104PNRPENTAIR PLC$2310.03%2,246CommonSOLE
48242W106KBRKBR INC$2310.03%4,826CommonSOLE
576323109MTZMASTEC INC$2310.03%1,353CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$2310.03%2,175CommonSOLE
05352A100AVTRAVANTOR INC$2310.03%17,194CommonSOLE
74762E102QUREQUANTA SVCS INC$2310.03%612CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$2310.03%10,997CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$2310.03%1,817CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$2310.03%2,022CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$2310.03%300,000CommonSOLE
969904101WSMCOM$2310.03%1,416CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$2310.03%1,112CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$2310.03%11,827CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$2310.03%2,842CommonSOLE
235851102DHRDANAHER CORPORATION$2310.03%1,170CommonSOLE
81211K100SDASEALED AIR CORP NEW$2310.03%7,443CommonSOLE
09073M104TECHBIO-TECHNE CORP$2310.03%4,487CommonSOLE
428291108HXLHEXCEL CORP NEW$2310.03%4,087CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2300.03%4,395CommonSOLE
829073105SSDSIMPSON MFG INC$2300.03%1,481CommonSOLE
35137L105FOXAFOX CORP$2300.03%4,095CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2300.03%2,233CommonSOLE
26969P108EXPEAGLE MATLS INC$2300.03%1,136CommonSOLE
887389104TKRTIMKEN CO$2300.03%3,177CommonSOLE
07831C103BRBRBELLRING BRANDS INC$2300.03%3,973CommonSOLE
879369106TFXTELEFLEX INCORPORATED$2300.03%1,947CommonSOLE
009066101ABNBAIRBNB INC$2300.03%1,740CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2300.03%1,362CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$2300.03%2,006CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2300.03%1,952CommonSOLE
45687V106IRINGERSOLL RAND INC$2300.03%2,760CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$2300.03%1,588CommonSOLE
103304101BYDBOYD GAMING CORP$2300.03%2,944CommonSOLE
29786A106ETSYETSY INC$2300.03%4,594CommonSOLE
885160101THOTHOR INDS INC$2300.03%2,593CommonSOLE
227046109CROXCROCS INC$2290.03%2,258CommonSOLE
172755100CRUSCIRRUS LOGIC INC$2290.03%2,195CommonSOLE
497266106KEXKIRBY CORP$2290.03%2,022CommonSOLE
00508Y102AYIACUITY BRANDS INC$2290.03%768CommonSOLE
26856L103ELFE L F BEAUTY INC$2290.03%1,841CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2280.03%5,744CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$2270.03%4,635CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2270.03%2,496CommonSOLE
H01301128ALCALCON AG$2210.03%2,499CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$2190.03%2,035CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2170.03%744CommonSOLE
060505104BACBANK AMERICA CORP$2160.03%4,572CommonSOLE
883203101TXTTEXTRON INC$2140.03%2,659CommonSOLE
680665205OLNOLIN CORP$2100.03%10,460CommonSOLE
015658107ASTLALGOMA STL GROUP INC$2090.03%30,375CommonSOLE
16359R103CHECHEMED CORP NEW$2030.03%417CommonSOLE
900111204TKCTURKCELL ILETISIM HIZMETLERI$1720.02%28,430CommonSOLE
L72967109OECORION ENGINEERED CARBONS S A$1470.02%14,038CommonSOLE
015658115ASTLWALGOMA STL GROUP INC$520.01%102,000CommonSOLE
74346M406PMNEURPROMIS NEUROSCIENCES INC$50.00%11,330CommonSOLE

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.