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Claret Asset Management Corp

Q3 2025 · 13F-HR

Claret Asset Management Corpholdings as filed

Filed 2025-11-13 · accession 0001735513-25-000006

$839,392
Reported value
407
Positions
2025-09-30
Period end
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The Brief · Claret Asset Management Corp · Q3 2025

AI · grounded in 13F

Claret Asset Management Corp established a new position in BRK/B valued at $48,209. The fund also initiated new stakes in GIB for $40,028 and META for $37,258. Additional new positions include GOOGL and MSFT.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$48,2095.74%95,893CommonSOLE
12532H104GIBCGI INC$40,0284.77%449,418CommonSOLE
30303M102METAMETA PLATFORMS INC$37,2584.44%50,734CommonSOLE
02079K305GOOGLALPHABET INC$36,9174.40%151,859CommonSOLE
594918104MSFTMICROSOFT CORP$34,9774.17%67,529CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$30,9583.69%241,104CommonSOLE
90384S303ULTAULTA BEAUTY INC$29,5173.52%53,986CommonSOLE
037833100AAPLAPPLE INC$29,1373.47%114,427CommonSOLE
656811106NOANORTH AMERN CONSTR GROUP LTD$29,0053.46%2,041,935CommonSOLE
00287Y109ABBVABBVIE INC$27,5253.28%118,880CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$22,0972.63%1,693,224CommonSOLE
126650100CVSCVS HEALTH CORP$22,0442.63%292,394CommonSOLE
G4766E116INDVINDIVIOR PLC$18,9162.25%784,588CommonSOLE
780087102RYROYAL BK CDA$18,3472.19%124,490CommonSOLE
90353W103UIUBIQUITI INC$16,8622.01%25,526CommonSOLE
136069101CMCANADIAN IMP BK COMM$11,9381.42%149,406CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$11,8441.41%176,597CommonSOLE
17275R102CSCOCISCO SYS INC$11,6301.39%169,975CommonSOLE
063671101BMOBANK MONTREAL QUE$11,5381.37%88,552CommonSOLE
478160104JNJJOHNSON & JOHNSON$11,0981.32%59,855CommonSOLE
02079K107GOOGALPHABET INC$10,6711.27%43,813CommonSOLE
74880P104QIPTQUIPT HOME MEDICAL CORP$10,3251.23%3,958,673CommonSOLE
891160509TDTORONTO DOMINION BK ONT$9,9311.18%124,209CommonSOLE
58933Y105MRKMERCK & CO INC$9,5231.13%113,461CommonSOLE
172967424CCITIGROUP INC COM$8,9801.07%88,474CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$8,5301.02%189,125CommonSOLE
670100205NVONOVO-NORDISK A S$8,0460.96%144,998CommonSOLE
136375102CNICANADIAN NATL RY CO$7,3470.88%77,910CommonSOLE
95805V108WRNWESTERN COPPER & GOLD CORP$7,3350.87%3,698,800CommonSOLE
717081103PFEPFIZER INC$7,2360.86%283,977CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$7,0600.84%105,278CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$6,7970.81%105,125CommonSOLE
67066G104NVDANVIDIA CORPORATION$6,5810.78%35,271CommonSOLE
097023105BABOEING CO$6,0240.72%27,912CommonSOLE
931142103WMTWALMART INC$5,9570.71%57,806CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5,8130.69%102,224CommonSOLE
780259305SHELSHELL PLC$5,7910.69%80,964CommonSOLE
05534B760BCEBCE INC$5,7430.68%245,784CommonSOLE
747525103QCOMQUALCOMM INC$5,6690.68%34,078CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5,2550.63%5,677CommonSOLE
87971M103TUTELUS CORPORATION$4,5720.54%290,317CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$4,0830.49%41,092CommonSOLE
256746108DLTRDOLLAR TREE INC$4,0150.48%42,543CommonSOLE
644535106NGDNNEW GOLD INC CDA$3,9400.47%550,000CommonSOLE
04040Y109ARISARIS MNG CORP$3,7770.45%385,398CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$3,7710.45%149,839CommonSOLE
58155Q103MCKMCKESSON CORP$3,4260.41%4,434CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$3,3160.40%21,129CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2,9550.35%6,607CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$2,9320.35%29,720CommonSOLE
56501R106MFCMANULIFE FINL CORP$2,7420.33%88,015CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$2,5730.31%136,013CommonSOLE
12685JAG0CABO 1.125 03/15/28CABLE ONE INC$2,5680.31%3,000,000CommonSOLE
13321L108CCJCAMECO CORP$2,4380.29%29,054CommonSOLE
124765108CAECAE INC$2,4180.29%81,649CommonSOLE
379463102GWRSGLOBAL WTR RES INC$2,3490.28%228,077CommonSOLE
15101Q207CLSCELESTICA INC$2,3360.28%9,482CommonSOLE
09228FAM5BBCN 3 02/15/29BLACKBERRY LTD$2,2150.26%1,500,000CommonSOLE
49177J102KVUEKENVUE INC$2,1670.26%133,537CommonSOLE
651639106NEMNEWMONT CORP$1,9380.23%22,988CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1,8920.23%5,463CommonSOLE
85472N109STNSTANTEC INC$1,8680.22%17,319CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1,8190.22%61,400CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1,8140.22%10,759CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1,8100.22%2,717CommonSOLE
464288224ICLNISHARES TR$1,7930.21%115,800CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1,7910.21%24,051CommonSOLE
G5960L103MDTMEDTRONIC PLC$1,6770.20%17,603CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1,5730.19%6,089CommonSOLE
031162100AMGNAMGEN INC$1,4110.17%5,001CommonSOLE
191216100KOCOCA COLA CO$1,3900.17%20,964CommonSOLE
683715106OTEXOPEN TEXT CORP$1,3250.16%35,434CommonSOLE
92826C839VVISA INC$1,2630.15%3,701CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$1,2620.15%31,215CommonSOLE
87975H100TIXTTELUS INTL CDA INC$1,2260.15%274,779CommonSOLE
135086106GOOSCANADA GOOSE HLDGS INC$1,1920.14%86,614CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$1,1650.14%25,740CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$1,1420.14%10,185CommonSOLE
87241L109TFIITFI INTL INC$1,0840.13%12,317CommonSOLE
88160R101TSLATESLA INC$1,0790.13%2,425CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1,0780.13%10,946CommonSOLE
32076VAD5AGCN 0.375 01/15/27FIRST MAJESTIC SILVER CORP$1,0600.13%985,000CommonSOLE
74935Q107RBARB GLOBAL INC$1,0210.12%9,420CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$9950.12%5,662CommonSOLE
24869P104DENNDENNYS CORP$9740.12%186,308CommonSOLE
68389X105ORCLORACLE CORP$9700.12%3,450CommonSOLE
25609L105DCBODOCEBO INC$9570.11%35,062CommonSOLE
68390D106OROR ROYALTIES INC.$9160.11%22,867CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$9140.11%9,704CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$8610.10%2,730CommonSOLE
46266C105IQVIQVIA HLDGS INC$8600.10%4,527CommonSOLE
548661107LOWLOWES COS INC$8340.10%3,319CommonSOLE
80100R408SANGSANGOMA TECHNOLOGIES CORP$8290.10%166,975CommonSOLE
92204A702VGTVANGUARD WORLD FDS$8120.10%1,088CommonSOLE
450913108IAGIAMGOLD CORP$7800.09%60,350CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7540.09%1,326CommonSOLE
093671105HRBBLOCK H & R INC$7440.09%14,714CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$7380.09%8,942CommonSOLE
29250N105ENBENBRIDGE INC$7370.09%14,601CommonSOLE
023135106AMZNAMAZON COM INC$7340.09%3,343CommonSOLE
82509L107SHOPSHOPIFY INC$6700.08%4,508CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$6690.08%13,145CommonSOLE
89346D107TACTRANSALTA CORP$6500.08%47,602CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$6280.07%10,861CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$6220.07%14,407CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6170.07%3,814CommonSOLE
437076102HDHOME DEPOT INC$5510.07%1,359CommonSOLE
291011104EMREMERSON ELEC CO$5510.07%4,200CommonSOLE
922908363VOOVANGUARD INDEX FDS$5410.06%884CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$5390.06%8,981CommonSOLE
92242T101VVXV2X INC$5150.06%8,865CommonSOLE
03831W108APPAPPLOVIN CORP$4940.06%687CommonSOLE
46090E103QQQINVESCO QQQ TR$4870.06%811CommonSOLE
086516101BBYBEST BUY INC$4830.06%6,389CommonSOLE
88579Y101MMM3M CO$4720.06%3,043CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4660.06%1,652CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$4400.05%22,542CommonSOLE
116794108BRKRBRUKER CORP$4280.05%13,166CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4100.05%1,234CommonSOLE
87807B107TRPTC ENERGY CORP$3990.05%7,341CommonSOLE
57638P104MBCMASTERBRAND INC$3960.05%30,037CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3930.05%2,855CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3880.05%2,126CommonSOLE
11135F101AVGOBROADCOM INC$3870.05%1,174CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$3810.05%9,104CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$3790.05%737CommonSOLE
79466L302CRMSALESFORCE INC$3760.04%1,585CommonSOLE
16115Q308GTLSCHART INDS INC$3710.04%1,855CommonSOLE
369604301GEGE AEROSPACE$3710.04%1,235CommonSOLE
92214X106VREXVAREX IMAGING CORP$3630.04%29,313CommonSOLE
351858105FNVFRANCO NEV CORP$3600.04%1,614CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3550.04%1,743CommonSOLE
199908104FIXCOMFORT SYS USA INC$3530.04%428CommonSOLE
580135101MCDMCDONALDS CORP$3520.04%1,158CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF SHS BEN INT$3490.04%5,375CommonSOLE
880770102TERTERADYNE INC$3490.04%2,539CommonSOLE
74624M102PPURE STORAGE INC$3470.04%4,141CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3410.04%2,002CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3390.04%808CommonSOLE
040413205ANETARISTA NETWORKS INC$3360.04%2,307CommonSOLE
532457108LLYLILLY ELI & CO$3360.04%440CommonSOLE
871607107SNPSSYNOPSYS INC$3350.04%679CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$3350.04%4,570CommonSOLE
254687106DISDISNEY WALT CO$3300.04%2,881CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$3230.04%16,052CommonSOLE
149123101CATCATERPILLAR INC$3170.04%665CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$3170.04%4,326CommonSOLE
941848103WATWATERS CORP$3150.04%1,051CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$3100.04%1,076CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$3080.04%10,845CommonSOLE
303250104FICOFAIR ISAAC CORP$3070.04%205CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$3060.04%12,457CommonSOLE
29786A106ETSYETSY INC$3010.04%4,530CommonSOLE
683344105ONTOONTO INNOVATION INC$3000.04%2,319CommonSOLE
099724106BWABORGWARNER INC$3000.04%6,825CommonSOLE
876030107TPRTAPESTRY INC$2980.04%2,632CommonSOLE
278642103EBAYEBAY INC.$2940.04%3,236CommonSOLE
053332102AZOAUTOZONE INC$2940.04%68CommonSOLE
285512109EAELECTRONIC ARTS INC$2930.03%1,455CommonSOLE
217204106CPRTCOPART INC$2920.03%6,501CommonSOLE
032095101APHAMPHENOL CORP NEW$2910.03%2,349CommonSOLE
172908105CTASCINTAS CORP$2870.03%1,399CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2870.03%1,343CommonSOLE
15118V207CELHCELSIUS HLDGS INC$2870.03%5,000CommonSOLE
224441105CXTCRANE NXT CO$2860.03%4,267CommonSOLE
G85158106STNESTONECO LTD$2860.03%15,100CommonSOLE
031100100AMEAMETEK INC$2860.03%1,524CommonSOLE
126408103CSXCSX CORP$2860.03%8,063CommonSOLE
00766T100ACMAECOM$2850.03%2,183CommonSOLE
482480100KLACKLA CORP$2840.03%263CommonSOLE
576323109MTZMASTEC INC$2840.03%1,334CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$2830.03%2,145CommonSOLE
19247G107COHRCOHERENT CORP$2830.03%2,629CommonSOLE
55306N104MKSIMKS INC.$2830.03%2,287CommonSOLE
615369105MCOMOODYS CORP$2830.03%595CommonSOLE
G0176J109ALLEALLEGION PLC$2830.03%1,594CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2830.03%1,839CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2820.03%3,365CommonSOLE
608190104MHKMOHAWK INDS INC$2820.03%2,187CommonSOLE
29084Q100EMEEMCOR GROUP INC$2810.03%433CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2810.03%579CommonSOLE
98262P200WWWW INTL INC COM$2800.03%10,244CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2800.03%2,594CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2790.03%1,474CommonSOLE
955306105WSTCOM$2780.03%1,060CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2780.03%366CommonSOLE
81762P102NOWSERVICENOW INC$2770.03%301CommonSOLE
45168D104IDXXIDEXX LABS INC$2770.03%433CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$2760.03%1,406CommonSOLE
89055F103BLDTOPBUILD CORP$2760.03%707CommonSOLE
69370C100PTCPTC INC$2750.03%1,354CommonSOLE
26622P107DOCSDOXIMITY INC$2750.03%3,753CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$2740.03%1,978CommonSOLE
778296103ROSTROSS STORES INC$2730.03%1,793CommonSOLE
969904101WSMCOM$2730.03%1,396CommonSOLE
33829M101FIVEFIVE BELOW INC$2720.03%1,756CommonSOLE
929160109VMCVULCAN MATLS CO$2720.03%883CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$2710.03%3,264CommonSOLE
172755100CRUSCIRRUS LOGIC INC$2710.03%2,164CommonSOLE
412822108HOGHARLEY DAVIDSON INC$2710.03%9,711CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2710.03%543CommonSOLE
70202L102PSNPARSONS CORP DEL$2700.03%3,250CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2690.03%1,093CommonSOLE
88033G407THCTENET HEALTHCARE CORP$2680.03%1,320CommonSOLE
060505104BACBANK AMERICA CORP$2670.03%5,168CommonSOLE
38526M106LOPEGRAND CANYON ED INC$2660.03%1,211CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2660.03%1,773CommonSOLE
44980X109IPGPIPG PHOTONICS CORP$2650.03%3,348CommonSOLE
92556V106VTRSVIATRIS INC$2650.03%26,765CommonSOLE
885160101THOTHOR INDS INC$2650.03%2,557CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$2640.03%1,290CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2640.03%450CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2640.03%752CommonSOLE
090572207BIOBIO RAD LABS INC$2640.03%940CommonSOLE
929740108WABWABTEC$2630.03%1,311CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$2630.03%1,329CommonSOLE
100557107SAMBOSTON BEER INC$2630.03%1,244CommonSOLE
537008104LFUSLITTELFUSE INC$2630.03%1,016CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2630.03%417CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$2630.03%4,421CommonSOLE
688239201OSKOSHKOSH CORP$2620.03%2,019CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2620.03%365CommonSOLE
40434L105HPQHP INC$2620.03%9,640CommonSOLE
038222105AMATAPPLIED MATLS INC$2610.03%1,274CommonSOLE
713448108PEPPEPSICO INC$2610.03%1,860CommonSOLE
26969P108EXPEAGLE MATLS INC$2610.03%1,120CommonSOLE
00508Y102AYIACUITY BRANDS INC$2610.03%757CommonSOLE
928881101VNTVONTIER CORPORATION$2600.03%6,199CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$2590.03%1,097CommonSOLE
863667101SYKSTRYKER CORPORATION$2590.03%701CommonSOLE
81211K100SDASEALED AIR CORP NEW$2590.03%7,338CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2580.03%605CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2570.03%4,768CommonSOLE
680665205OLNOLIN CORP$2570.03%10,301CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$2570.03%1,828CommonSOLE
09062X103BIIBBIOGEN INC$2570.03%1,838CommonSOLE
64110D104NTAPNETAPP INC$2570.03%2,169CommonSOLE
147528103CASYCASEYS GEN STORES INC$2560.03%452CommonSOLE
35137L105FOXAFOX CORP$2550.03%4,037CommonSOLE
231561101CWCURTISS WRIGHT CORP$2550.03%470CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2540.03%3,775CommonSOLE
122017106BURLBURLINGTON STORES INC$2530.03%995CommonSOLE
428291108HXLHEXCEL CORP NEW$2530.03%4,029CommonSOLE
574599106MASMASCO CORP$2520.03%3,575CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2520.03%1,540CommonSOLE
315616102FFIVF5 INC$2510.03%776CommonSOLE
421298100HAYWHAYWARD HLDGS INC$2510.03%16,606CommonSOLE
103304101BYDBOYD GAMING CORP$2510.03%2,903CommonSOLE
74762E102QUREQUANTA SVCS INC$2500.03%603CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2500.03%546CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2500.03%733CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2490.03%2,804CommonSOLE
74736K101QRVOQORVO INC$2490.03%2,736CommonSOLE
98585X104YETIYETI HLDGS INC$2490.03%7,495CommonSOLE
46434VBD1IBDQISHARES TR$2490.03%9,875CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$2480.03%950CommonSOLE
896239100TRMBTRIMBLE INC$2480.03%3,033CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2480.03%440CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$2480.03%22,738CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$2480.03%4,680CommonSOLE
759916109RGENREPLIGEN CORP$2480.03%1,857CommonSOLE
127190304CACICACI INTL INC$2470.03%495CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2470.03%1,925CommonSOLE
26210C104DBXDROPBOX INC$2460.03%8,155CommonSOLE
G39108108GTESGATES INDL CORP PLC$2460.03%9,916CommonSOLE
15687V109CERTCERTARA INC$2460.03%20,146CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2460.03%1,291CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2460.03%1,002CommonSOLE
96208T104WEXWEX INC$2460.03%1,562CommonSOLE
09073M104TECHBIO-TECHNE CORP$2460.03%4,424CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2450.03%45CommonSOLE
G7S00T104PNRPENTAIR PLC$2450.03%2,215CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$2450.03%1,903CommonSOLE
521865204LEALEAR CORP COM$2450.03%2,431CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2440.03%1,395CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2440.03%1,241CommonSOLE
03073E105CORCENCORA INC$2440.03%782CommonSOLE
829073105SSDSIMPSON MFG INC$2440.03%1,460CommonSOLE
34959E109FTNTFORTINET INC$2440.03%2,900CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$2440.03%1,994CommonSOLE
73278L105POOLPOOL CORP$2430.03%784CommonSOLE
654106103NKENIKE INC$2430.03%3,488CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2430.03%7,743CommonSOLE
655663102NDSNNORDSON CORP$2420.03%1,067CommonSOLE
37940X102GPNGLOBAL PMTS INC$2420.03%2,913CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2410.03%196CommonSOLE
922475108VEEVVEEVA SYS INC$2410.03%809CommonSOLE
78409V104SPGIS&P GLOBAL INC$2410.03%494CommonSOLE
191098102COKECOCA COLA CONS INC$2410.03%2,058CommonSOLE
052769106ADSKAUTODESK INC$2400.03%757CommonSOLE
26856L103ELFE L F BEAUTY INC$2400.03%1,815CommonSOLE
31428X106FDXFEDEX CORP$2400.03%1,016CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$2390.03%1,528CommonSOLE
65249B109NWSANEWS CORP NEW$2390.03%7,794CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$2390.03%4,472CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2380.03%1,162CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$2380.03%11,661CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2380.03%1,960CommonSOLE
436440101HO1HOLOGIC INC$2380.03%3,528CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2370.03%3,078CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$2370.03%10,166CommonSOLE
650111107NYTNEW YORK TIMES CO$2370.03%4,124CommonSOLE
G8473T100STESTERIS PLC$2370.03%959CommonSOLE
980745103WWDCOM$2360.03%933CommonSOLE
887389104TKRTIMKEN CO$2360.03%3,133CommonSOLE
690742101OCOWENS CORNING NEW$2350.03%1,661CommonSOLE
879369106TFXTELEFLEX INCORPORATED$2350.03%1,920CommonSOLE
817565104SCISERVICE CORP INTL$2340.03%2,809CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$2340.03%7,654CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2340.03%2,400CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$2340.03%300,000CommonSOLE
448579102HHYATT HOTELS CORP$2330.03%1,644CommonSOLE
00724F101ADBEADOBE INC$2320.03%659CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$2320.03%6,707CommonSOLE
00187Y100APGCOM STK$2320.03%6,763CommonSOLE
960413102WLKCOM$2320.03%3,014CommonSOLE
302941109FCNFTI CONSULTING INC$2310.03%1,428CommonSOLE
184496107CLHCLEAN HARBORS INC$2310.03%993CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2310.03%2,967CommonSOLE
631103108NDAQNASDAQ INC$2300.03%2,604CommonSOLE
461202103INTUINTUIT$2300.03%337CommonSOLE
16679L109CHWYCHEWY INC$2300.03%5,684CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$2300.03%5,217CommonSOLE
235851102DHRDANAHER CORPORATION$2290.03%1,154CommonSOLE
466313103JBLJABIL INC$2290.03%1,055CommonSOLE
55354G100MSCIMSCI INC$2290.03%403CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$2280.03%2,179CommonSOLE
29414B104EPAMEPAM SYS INC$2280.03%1,513CommonSOLE
422806109HEIHEICO CORP NEW$2270.03%704CommonSOLE
912008109USFDUS FOODS HLDG CORP$2270.03%2,967CommonSOLE
737446104POSTPOST HLDGS INC$2270.03%2,110CommonSOLE
125269100CFCF INDS HLDGS INC$2260.03%2,521CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2260.03%871CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$2250.03%1,566CommonSOLE
00206R102TAT&T INC$2250.03%7,976CommonSOLE
88076W103TDCTERADATA CORP DEL$2250.03%10,465CommonSOLE
48242W106KBRKBR INC$2250.03%4,758CommonSOLE
45687V106IRINGERSOLL RAND INC$2250.03%2,722CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2250.03%4,158CommonSOLE
379577208GMEDGLOBUS MED INC$2240.03%3,915CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$2240.03%2,802CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$2240.03%3,097CommonSOLE
08265T208BSYBENTLEY SYS INC$2240.03%4,357CommonSOLE
92343E102VRSNVERISIGN INC$2230.03%798CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2230.03%2,202CommonSOLE
668771108GENGEN DIGITAL INC$2220.03%7,834CommonSOLE
216648501COOCOOPER COS INC$2220.03%3,234CommonSOLE
25754A201DPZDOMINOS PIZZA INC$2220.03%513CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$2220.03%24,369CommonSOLE
883203101TXTTEXTRON INC$2210.03%2,618CommonSOLE
G3922B107GGENPACT LIMITED$2210.03%5,270CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$2200.03%7,681CommonSOLE
72703H101PLNTPLANET FITNESS INC$2190.03%2,111CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2190.03%839CommonSOLE
64110L106NFLXNETFLIX INC$2190.03%182CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2180.03%2,882CommonSOLE
626755102MUSAMURPHY USA INC$2180.03%562CommonSOLE
501044101KRKROGER CO$2170.03%3,212CommonSOLE
30161Q104EXELEXELIXIS INC$2170.03%5,251CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2170.03%2,375CommonSOLE
384802104GWWGRAINGER W W INC$2160.03%227CommonSOLE
256163106DOCUDOCUSIGN INC$2160.03%2,999CommonSOLE
23918K108DVADAVITA INC$2150.03%1,619CommonSOLE
760759100RSGREPUBLIC SVCS INC$2150.03%939CommonSOLE
98978V103ZTSZOETIS INC$2150.03%1,469CommonSOLE
88162G103TTEKTETRA TECH INC NEW$2150.03%6,435CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2140.03%4,334CommonSOLE
34959J108FTVFORTIVE CORP$2130.03%4,354CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2130.03%1,262CommonSOLE
05352A100AVTRAVANTOR INC$2120.03%16,951CommonSOLE
29605J106ESABESAB CORPORATION$2120.03%1,901CommonSOLE
053611109AVYAVERY DENNISON CORP$2120.03%1,306CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2120.03%2,420CommonSOLE
45167R104IEXIDEX CORP$2120.03%1,302CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$2100.03%5,149CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$2100.03%1,009CommonSOLE
596278101MIDDMIDDLEBY CORP$2100.03%1,583CommonSOLE
260003108DOVDOVER CORP$2100.03%1,260CommonSOLE
03852U106ARMKARAMARK$2090.02%5,449CommonSOLE
806407102HSICHENRY SCHEIN INC$2080.02%3,128CommonSOLE
009066101ABNBAIRBNB INC$2080.02%1,716CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$2080.02%15,261CommonSOLE
G02602103DOXAMDOCS LTD$2070.02%2,520CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2070.02%395CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$2060.02%2,423CommonSOLE
12514G108CDWCDW CORP$2060.02%1,293CommonSOLE
21874C102CNMCORE & MAIN INC$2050.02%3,801CommonSOLE
20602D101CNXCCONCENTRIX CORP$2050.02%4,435CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$2040.02%1,877CommonSOLE
G21810109CLVTCLARIVATE PLC$2040.02%53,216CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$2030.02%1,278CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$2030.02%1,222CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2030.02%408CommonSOLE
515098101LSTRLANDSTAR SYS INC$2020.02%1,644CommonSOLE
142339100CSLCARLISLE COS INC$2020.02%614CommonSOLE
219948106CPAYCORPAY INC$2020.02%701CommonSOLE
268150109DTDYNATRACE INC COM$2020.02%4,178CommonSOLE
222070203COTYCOTY INC$2010.02%49,827CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$2010.02%1,615CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2000.02%1,486CommonSOLE
577081102MATMATTEL INC$1950.02%11,593CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$1850.02%15,450CommonSOLE
900111204TKCTURKCELL ILETISIM HIZMETLERI$1650.02%27,480CommonSOLE
015658107ASTLALGOMA STL GROUP INC$1080.01%30,375CommonSOLE
L72967109OECORION ENGINEERED CARBONS S A$1050.01%13,817CommonSOLE
015658115ASTLWALGOMA STL GROUP INC$160.00%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.