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Claret Asset Management Corp

Q2 2026 · 13F-HR

Claret Asset Management Corpholdings as filed

Filed 2026-07-27 · accession 0001735513-26-000003

$928,291
Reported value
498
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$49,2725.31%137,874CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$47,3195.10%94,564CommonSOLE
12532H104GIBCGI INC$40,8844.40%632,517CommonSOLE
037833100AAPLAPPLE INC$31,7903.42%109,863CommonSOLE
126650100CVSCVS HEALTH CORP$29,3503.16%283,709CommonSOLE
00287Y109ABBVABBVIE INC$28,6023.08%113,664CommonSOLE
45579U109INDVINDIVIOR PHARMACEUTICALS INC$28,1273.03%685,523CommonSOLE
30303M102METAMETA PLATFORMS INC$27,1732.93%48,240CommonSOLE
656811106NOANORTH AMERN CONSTR GROUP LTD$27,0872.92%2,036,893CommonSOLE
780087102RYROYAL BK CDA$25,7142.77%124,178CommonSOLE
90384S303ULTAULTA BEAUTY INC$24,6182.65%54,588CommonSOLE
594918104MSFTMICROSOFT CORP$23,7862.56%63,766CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$21,0712.27%249,128CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$20,7672.24%270,120CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING$19,9432.15%1,670,234CommonSOLE
136375102CNICANADIAN NATL RY CO$19,3112.08%161,814CommonSOLE
17275R102CSCOCISCO SYS INC$18,4341.99%156,939CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$16,5661.78%143,855CommonSOLE
063671101BMOBANK MONTREAL MEDIUM$15,6741.69%88,680CommonSOLE
891160509TDTORONTO DOMINION BK ONT$15,0971.63%124,169CommonSOLE
478160104JNJJOHNSON & JOHNSON$14,7401.59%58,039CommonSOLE
58933Y105MRKMERCK & CO INC$14,6181.57%113,760CommonSOLE
02079K107GOOGALPHABET INC$13,1421.42%37,196CommonSOLE
90353W103UIUBIQUITI INC$13,0711.41%24,477CommonSOLE
172967424CCITIGROUP INC$12,0161.29%85,854CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$10,8081.16%187,581CommonSOLE
86765Q106SUNCSUNOCOCORP LLC$10,4671.13%154,675CommonSOLE
064149107BNSBANK NOVA SCOTIA B C$9,1680.99%105,482CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$8,3640.90%264,586CommonSOLE
95805V108WRNWESTERN COPPER & GOLD CORP$8,2940.89%3,698,800CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$8,2150.88%212,115CommonSOLE
670100205NVONOVO-NORDISK A S$7,5040.81%156,526CommonSOLE
717081103PFEPFIZER INC$7,1540.77%297,108CommonSOLE
256746108DLTRDOLLAR TREE INC$6,9510.75%57,473CommonSOLE
931142103WMTWALMART INC$6,5650.71%57,961CommonSOLE
67066G104NVDANVIDIA CORPORATION$6,4350.69%32,161CommonSOLE
780259305SHELSHELL PLC$6,1940.67%79,883CommonSOLE
747525103QCOMQUALCOMM INC$5,9540.64%32,222CommonSOLE
097023105BABOEING CO$5,9440.64%27,460CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5,3410.58%5,710CommonSOLE
04040Y109ARISARIS MINING CORPORATION$5,0930.55%341,499CommonSOLE
05534B760BCEBCE INC$5,0230.54%233,172CommonSOLE
09228FAM5BBCN 3 02/15/29BLACKBERRY LTD$4,9690.54%1,499,000CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4,7560.51%20,019CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$4,4900.48%40,663CommonSOLE
192108504CDECOEUR MNG INC$4,4580.48%272,745CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$4,3990.47%101,884CommonSOLE
G6700G107NVTNVENT ELEC PLC$4,0100.43%23,640CommonSOLE
56501R106MFCMANULIFE FINL CORP$3,4110.37%84,115CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3,3800.36%8,499CommonSOLE
58155Q103MCKMCKESSON CORP$3,2450.35%4,295CommonSOLE
92826C839VVISA INC$3,0610.33%8,921CommonSOLE
13321L108CCJCAMECO CORP$2,9480.32%28,922CommonSOLE
87971M103TUTELUS CORPORATION$2,7630.30%261,231CommonSOLE
464288224ICLNISHARES TR$2,3730.26%115,800CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2,2630.24%3,030CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2,1860.24%25,213CommonSOLE
15101Q207CLSCELESTICA INC$2,1550.23%5,908CommonSOLE
124765108CAECAE INC$1,9170.21%76,557CommonSOLE
103310108BGSIBOYD GROUP SERVICES INC$1,8670.20%19,722CommonSOLE
12685JAG0CABO 1.125 03/15/28CABLE ONE INC$1,8570.20%2,994,000CommonSOLE
031162100AMGNAMGEN INC$1,7670.19%4,880CommonSOLE
191216100KOCOCA COLA CO$1,6830.18%20,710CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$1,6790.18%55,645CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1,6700.18%10,764CommonSOLE
651639106NEMNEWMONT CORP$1,6650.18%17,829CommonSOLE
82509L107SHOPSHOPIFY INC$1,6550.18%14,466CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$1,6290.18%35,207CommonSOLE
85472N109STNSTANTEC INC$1,5500.17%22,475CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1,5110.16%6,043CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$1,4900.16%28,892CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1,4710.16%2,533CommonSOLE
G5960L103MDTMEDTRONIC PLC$1,3320.14%17,028CommonSOLE
379463102GWRSGLOBAL WTR RES INC$1,2060.13%166,580CommonSOLE
32076VAD5AGCN 0.375 01/15/27FIRST MAJESTIC SILVER CORP$1,1970.13%984,000CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$1,1970.13%30,736CommonSOLE
023135106AMZNAMAZON COM INC$1,1430.12%4,797CommonSOLE
25609L105DCBODOCEBO INC$1,1170.12%62,429CommonSOLE
87241L109TFIITFI INTERNATIONAL INC$1,0850.12%7,540CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1,0410.11%6,246CommonSOLE
92204A702VGTVANGUARD WORLD FD$1,0400.11%8,704CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$1,0240.11%8,195CommonSOLE
74935Q107RBARB GLOBAL INC$1,0210.11%8,765CommonSOLE
29250N105ENBENBRIDGE INC$1,0150.11%18,725CommonSOLE
683715106OTEXOPEN TEXT CORP$1,0130.11%45,754CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$1,0060.11%204,108CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$9950.11%14,365CommonSOLE
135086106GOOSCANADA GOOSE HLDGS INC$9890.11%104,485CommonSOLE
29269R105EFXTENERFLEX LTD$9850.11%40,089CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$9650.10%2,801CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$9290.10%10,785CommonSOLE
450913108IAGIAMGOLD CORP$8750.09%55,140CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$8530.09%9,887CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$8370.09%2,558CommonSOLE
46266C105IQVIQVIA HLDGS INC$8220.09%4,254CommonSOLE
88160R101TSLATESLA INC$8120.09%1,930CommonSOLE
30050BAH4EVH 3.5 12/01/29EVOLENT HEALTH INC$7510.08%1,000,000CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$7390.08%12,814CommonSOLE
548661107LOWLOWES COS INC$7320.08%3,320CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$7240.08%73,389CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7190.08%1,399CommonSOLE
46090E103QQQINVESCO QQQ TR$7110.08%966CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$6870.07%8,754CommonSOLE
68390D106OROR ROYALTIES INC.$6640.07%20,966CommonSOLE
80100R408SANGSANGOMA TECHNOLOGIES CORP$6510.07%170,589CommonSOLE
093671105HRBBLOCK H & R INC$6250.07%16,410CommonSOLE
49177J102KVUEKENVUE INC$5870.06%30,715CommonSOLE
92242T101VVXV2X INC$5630.06%7,555CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$5390.06%11,282CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$5360.06%9,970CommonSOLE
68389X105ORCLORACLE CORP$5350.06%3,650CommonSOLE
291011104EMREMERSON ELEC CO$5300.06%3,700CommonSOLE
87807B107TRPTC ENERGY CORP$4770.05%7,197CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4760.05%4,076CommonSOLE
88579Y101MMM3M CO$4750.05%2,936CommonSOLE
91913Y100VLOVALERO ENERGY CORP$4740.05%1,821CommonSOLE
922908363VOOVANGUARD INDEX FDS$4680.05%681CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4600.05%1,348CommonSOLE
863667101SYKSTRYKER CORPORATION$4540.05%1,442CommonSOLE
086516101BBYBEST BUY INC$4520.05%5,963CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$4440.05%1,580CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$4410.05%2,810CommonSOLE
351858105FNVFRANCO NEV CORP$4390.05%2,107CommonSOLE
025816109AXPAMERICAN EXPRESS CO$4150.04%1,227CommonSOLE
040413205ANETARISTA NETWORKS INC$4010.04%2,363CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3990.04%783CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3980.04%12,806CommonSOLE
16115Q308GTLSCHART INDS INC$3870.04%1,850CommonSOLE
941848103WATWATERS CORP$3860.04%1,030CommonSOLE
532457108LLYELI LILLY & CO$3820.04%318CommonSOLE
368736104GNRCGENERAC HLDGS INC$3790.04%1,295CommonSOLE
11135F101AVGOBROADCOM INC$3720.04%984CommonSOLE
031100100AMEAMETEK INC$3650.04%1,510CommonSOLE
00206R102TAT&T INC$3590.04%17,323CommonSOLE
34959E109FTNTFORTINET INC$3430.04%2,232CommonSOLE
872540109TJXTJX COS INC NEW$3400.04%2,241CommonSOLE
369604301GEGE AEROSPACE$3180.03%852CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3140.03%626CommonSOLE
79466L302CRMSALESFORCE INC$3140.03%2,005CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3110.03%829CommonSOLE
580135101MCDMCDONALDS CORP$3100.03%1,148CommonSOLE
92204A306VDEVANGUARD WORLD FD$3080.03%2,050CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3080.03%404CommonSOLE
254687106DISDISNEY WALT CO$3080.03%3,203CommonSOLE
149123101CATCATERPILLAR INC$2970.03%279CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2950.03%527CommonSOLE
217204106CPRTCOPART INC$2900.03%10,279CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2890.03%2,323CommonSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$2850.03%300,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$2830.03%592CommonSOLE
929740108WABWABTEC$2820.03%1,047CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$2780.03%10,428CommonSOLE
172908105CTASCINTAS CORP$2780.03%1,634CommonSOLE
303250104FICOFAIR ISAAC CORP$2750.03%230CommonSOLE
126408103CSXCSX CORP$2750.03%5,794CommonSOLE
949746101WMT2WELLS FARGO & CO$2700.03%3,266CommonSOLE
482480100KLACKLA CORP$2690.03%890CommonSOLE
78409V104SPGIS&P GLOBAL INC$2680.03%658CommonSOLE
060505104BACBANK OF AMER CORP$2660.03%4,660CommonSOLE
615369105MCOMOODYS CORP$2640.03%582CommonSOLE
761152107RMDRESMED INC$2640.03%1,357CommonSOLE
23804L103DDOGDATADOG INC$2630.03%1,012CommonSOLE
461202103INTUINTUIT$2630.03%1,009CommonSOLE
92189F676SMHVANECK ETF TRUST$2620.03%400CommonSOLE
032095101APHAMPHENOL CORP$2610.03%1,483CommonSOLE
713448108PEPPEPSICO INC$2600.03%1,922CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2600.03%929CommonSOLE
G2004J103CCLCARNIVAL CORP LTD$2600.03%9,110CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2590.03%1,893CommonSOLE
742718109PGPROCTER & GAMBLE CO$2580.03%1,757CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2580.03%264CommonSOLE
98978V103ZTSZOETIS INC$2530.03%3,526CommonSOLE
00724F101ADBEADOBE INC$2520.03%1,230CommonSOLE
437076102HDHOME DEPOT INC$2510.03%711CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2510.03%2,727CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$2500.03%918CommonSOLE
89055F103BLDTOPBUILD COR$2500.03%705CommonSOLE
346375108FORMFORMFACTOR INC$2500.03%1,564CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2490.03%4,639CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$2460.03%629CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2460.03%735CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2460.03%2,720CommonSOLE
81762P102NOWSERVICENOW INC$2460.03%2,477CommonSOLE
74624M102PEVERPURE INC$2460.03%3,121CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2440.03%3,375CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$2440.03%1,026CommonSOLE
683344105ONTOONTO INNOVATION INC$2430.03%643CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$2430.03%4,426CommonSOLE
65290E101NXTNEXTPOWER INC$2430.03%2,040CommonSOLE
750917106RMBSRAMBUS INC DEL$2420.03%1,821CommonSOLE
038222105AMATAPPLIED MATLS INC$2420.03%335CommonSOLE
55306N104MKSIMKS INC.$2420.03%543CommonSOLE
278642103EBAYEBAY INC.$2420.03%2,163CommonSOLE
007973100AEISADVANCED ENERGY INDS$2420.03%648CommonSOLE
92556V106VTRSVIATRIS INC$2420.03%15,214CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2410.03%2,547CommonSOLE
G3323L100FNFABRINET$2410.03%428CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$2410.03%2,127CommonSOLE
303075105FDSFACTSET RESH SYS INC$2410.03%1,047CommonSOLE
29414B104EPAMEPAM SYS INC$2400.03%3,021CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$2400.03%1,425CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2400.03%1,346CommonSOLE
26856L103ELFE L F BEAUTY INC$2390.03%3,226CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$2390.03%173CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$2380.03%46,034CommonSOLE
29362U104ENTGENTEGRIS INC$2370.03%1,319CommonSOLE
651587107NEUNEWMARKET CORP$2370.03%300CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2370.03%975CommonSOLE
974155103WINGWINGSTOP INC$2370.03%1,364CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$2370.03%1,326CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2370.03%2,077CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$2370.03%3,399CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$2360.03%1,505CommonSOLE
880770102TERTERADYNE INC$2360.03%487CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$2360.03%2,741CommonSOLE
00766T100ACMAECOM$2360.03%3,384CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$2350.03%1,537CommonSOLE
038336103ATRAPTARGROUP INC$2350.03%1,881CommonSOLE
607828100MODMODINE MFG CO$2350.03%880CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2350.03%352CommonSOLE
52661A108DRSLEONARDO DRS INC$2350.03%5,510CommonSOLE
45073V108ITTITT INC$2350.03%1,186CommonSOLE
35137L105FOXAFOX CORP$2340.03%4,478CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2340.03%1,982CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2340.03%1,680CommonSOLE
925815102VICRVICOR CORP$2340.03%615CommonSOLE
631103108NDAQNASDAQ INC$2340.03%2,966CommonSOLE
74762E102QUREQUANTA SVCS INC$2330.03%323CommonSOLE
466313103JBLJABIL INC$2330.03%604CommonSOLE
57638P104MBCMASTERBRAND INC$2330.03%22,618CommonSOLE
00187Y100APGAPI GROUP CORP$2330.03%5,503CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2330.03%6,844CommonSOLE
96208T104WEXWEX INC$2330.03%1,650CommonSOLE
146869102CVNACARVANA CO$2330.03%3,541CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2330.03%183CommonSOLE
03831W108APPAPPLOVIN CORP$2330.03%452CommonSOLE
231561101CWCURTISS WRIGHT CORP$2320.02%306CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2320.02%2,256CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$2320.02%276CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$2320.02%1,193CommonSOLE
125269100CFCF INDUSTRIES HOLD$2320.02%2,141CommonSOLE
237266101DARDARLING INGREDIENTS INC$2320.02%4,245CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$2320.02%646CommonSOLE
384802104GWWWW GRAINGER INC$2320.02%170CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2320.02%663CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2310.02%9,412CommonSOLE
48242W106KBRKBR INC$2310.02%6,694CommonSOLE
00508Y102AYIACUITY INC$2310.02%614CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$2310.02%606CommonSOLE
03783C100APPFAPPFOLIO INC$2310.02%1,441CommonSOLE
09062X103BIIBBIOGEN INC$2300.02%1,063CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$2300.02%2,786CommonSOLE
199908104FIXCOMFORT SYS USA INC$2300.02%116CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$2300.02%2,414CommonSOLE
739128106POWLPOWELL INDS INC$2300.02%803CommonSOLE
70202L102PSNPARSONS CORP DEL$2300.02%4,397CommonSOLE
421298100HAYWHAYWARD HLDGS INC$2300.02%13,281CommonSOLE
690742101OCOWENS CORNING NEW$2300.02%1,446CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2300.02%4,668CommonSOLE
608190104MHKMOHAWK INDS INC$2300.02%1,899CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$2300.02%2,320CommonSOLE
37940X102GPNGLOBAL PMTS INC$2300.02%3,173CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$2300.02%4,812CommonSOLE
778296103ROSTROSS STORES INC$2300.02%1,080CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2300.02%1,822CommonSOLE
053332102AZOAUTOZONE INC$2300.02%72CommonSOLE
147528103CASYCASEYS GEN STORES INC$2300.02%290CommonSOLE
92214X106VREXVAREX IMAGING CORP$2300.02%22,051CommonSOLE
22052L104CTVACORTEVA INC$2290.02%2,707CommonSOLE
29084Q100EMEEMCOR GROUP INC$2290.02%276CommonSOLE
45168D104IDXXIDEXX LABS INC$2290.02%434CommonSOLE
257651109DCIDONALDSON INC$2290.02%2,553CommonSOLE
422806109HEIHEICO CORP NEW$2290.02%644CommonSOLE
44951W106IESCIES HOLDINGS INC$2290.02%311CommonSOLE
577081102MATMATTEL INC$2290.02%16,495CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$2290.02%1,461CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$2290.02%3,854CommonSOLE
H2906T109GRMNGARMIN LTD$2290.02%966CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2290.02%3,572CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$2290.02%2,923CommonSOLE
23918K108DVADAVITA INC$2290.02%1,027CommonSOLE
887389104TKRTIMKEN CO$2290.02%1,573CommonSOLE
443510607HUBBHUBBELL INC$2290.02%439CommonSOLE
693656100PVHPVH CORPORATION$2290.02%3,078CommonSOLE
315616102FFIVF5 INC$2290.02%550CommonSOLE
172755100CRUSCIRRUS LOGIC INC$2290.02%1,542CommonSOLE
831865209AOSSMITH A O CORP$2290.02%3,658CommonSOLE
29358P101ENSGENSIGN GROUP INC$2290.02%1,427CommonSOLE
03852U106ARMKARAMARK$2280.02%4,012CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$2280.02%948CommonSOLE
302081104EXLSEXLSERVICE HLDGS INC$2280.02%8,825CommonSOLE
526107107LIILENNOX INTL INC$2280.02%397CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$2280.02%675CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$2280.02%4,329CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2280.02%674CommonSOLE
574599106MASMASCO CORP$2280.02%2,802CommonSOLE
127190304CACICACI INTL INC$2280.02%493CommonSOLE
122017106BURLBURLINGTON STORES INC$2280.02%718CommonSOLE
33829M101FIVEFIVE BELOW INC$2280.02%1,267CommonSOLE
19247G107COHRCOHERENT CORP$2280.02%577CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2280.02%2,368CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$2280.02%1,535CommonSOLE
428291108HXLHEXCEL CORP NEW$2280.02%2,282CommonSOLE
833034101SNASNAP ON INC$2280.02%567CommonSOLE
16679L109CHWYCHEWY INC$2280.02%11,617CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$2280.02%7,717CommonSOLE
928881101VNTVONTIER CORPORATION$2280.02%7,859CommonSOLE
16359R103CHECHEMED CORP NEW$2280.02%490CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$2280.02%3,120CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$2280.02%5,860CommonSOLE
537008104LFUSLITTELFUSE INC$2280.02%501CommonSOLE
38526M106LOPEGRAND CANYON ED INC$2280.02%1,591CommonSOLE
82452J109FOURSHIFT4 PMTS INC$2280.02%4,678CommonSOLE
72703H101PLNTPLANET FITNESS MASTER ISSUER$2280.02%4,375CommonSOLE
34354P105FLSFLOWSERVE CORP$2280.02%3,080CommonSOLE
224408104CRCRANE COMPANY$2280.02%1,024CommonSOLE
45687V106IRINGERSOLL RAND INC$2280.02%2,786CommonSOLE
099724106BWABORGWARNER INC$2270.02%3,426CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$2270.02%4,758CommonSOLE
29605J106ESABESAB CORPORATION$2270.02%2,297CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$2270.02%1,394CommonSOLE
25754A201DPZDOMINOS PIZZA INC$2270.02%768CommonSOLE
688239201OSKOSHKOSH CORP$2270.02%1,481CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2270.02%777CommonSOLE
89400J107TRUTRANSUNION$2270.02%3,143CommonSOLE
08265T208BSYBENTLEY SYS INC$2270.02%7,592CommonSOLE
247361702DALDELTA AIR LINES INC$2270.02%2,421CommonSOLE
501889208LKQLKQ CORP$2270.02%8,639CommonSOLE
371901109GNTXGENTEX CORP$2270.02%8,977CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$2270.02%1,000CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2270.02%1,633CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$2270.02%2,606CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$2270.02%4,469CommonSOLE
03073E105CORCENCORA INC$2270.02%801CommonSOLE
216648501COOCOOPER COS INC$2270.02%3,161CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$2270.02%854CommonSOLE
34959J108FTVFORTIVE CORP$2270.02%3,719CommonSOLE
45167R104IEXIDEX CORP$2270.02%999CommonSOLE
337738108FISVFISERV INC$2270.02%4,621CommonSOLE
12514G108CDWCDW CORP$2270.02%1,615CommonSOLE
896239100TRMBTRIMBLE INC$2270.02%4,445CommonSOLE
922475108VEEVVEEVA SYS INC$2270.02%1,280CommonSOLE
26622P107DOCSDOXIMITY INC$2270.02%10,957CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$2270.02%4,133CommonSOLE
G7S00T104PNRPENTAIR PLC$2270.02%2,957CommonSOLE
980745103WWDWOODWARD INC$2270.02%533CommonSOLE
G0176J109ALLEALLEGION PLC$2270.02%1,616CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$2270.02%1,415CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$2270.02%6,634CommonSOLE
21874C102CNMCORE & MAIN INC$2270.02%4,699CommonSOLE
626755102MUSAMURPHY USA INC$2270.02%422CommonSOLE
228368106CCKCROWN HLDGS INC$2270.02%2,031CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2270.02%546CommonSOLE
285512109EAELECTRONIC ARTS INC$2260.02%1,100CommonSOLE
521865204LEALEAR CORP$2260.02%1,687CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$2260.02%3,183CommonSOLE
H5919C104ONONON HLDG AG$2260.02%6,369CommonSOLE
30161Q104EXELEXELIXIS INC$2260.02%4,157CommonSOLE
827048109SLGNSILGAN HLDGS INC$2260.02%4,877CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2260.02%1,237CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2260.02%840CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2260.02%5,302CommonSOLE
617700109MORNMORNINGSTAR INC$2260.02%1,448CommonSOLE
278865100ECLECOLAB INC$2260.02%809CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$2260.02%3,660CommonSOLE
88033G407THCTENET HEALTHCARE CORP$2260.02%1,206CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2260.02%1,837CommonSOLE
294429105EFXEQUIFAX INC$2260.02%1,423CommonSOLE
55354G100MSCIMSCI INC$2260.02%404CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2260.02%3,332CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2260.02%1,259CommonSOLE
260003108DOVDOVER CORP$2260.02%1,009CommonSOLE
052769106ADSKAUTODESK INC$2260.02%1,161CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2260.02%1,698CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2260.02%579CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$2260.02%2,886CommonSOLE
26210C104DBXDROPBOX INC$2260.02%8,235CommonSOLE
88162G103TTEKTETRA TECH INC NEW$2260.02%7,813CommonSOLE
829073105SSDSIMPSON MFG INC$2260.02%1,078CommonSOLE
378973507GSATGLOBALSTAR INC$2260.02%2,782CommonSOLE
918204108VFCV F CORP$2260.02%13,550CommonSOLE
302941109FCNFTI CONSULTING INC$2250.02%1,511CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2250.02%2,896CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$2250.02%1,966CommonSOLE
69370C100PTCPTC INC$2250.02%1,980CommonSOLE
235851102DHRDANAHER CORP DEL$2250.02%1,179CommonSOLE
74736K101QRVOQORVO INC$2250.02%2,413CommonSOLE
871607107SNPSSYNOPSYS INC$2250.02%503CommonSOLE
876030107TPRTAPESTRY INC$2250.02%1,540CommonSOLE
184496107CLHCLEAN HARBORS INC$2250.02%753CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$2250.02%1,163CommonSOLE
64110D104NTAPNETAPP INC$2250.02%1,455CommonSOLE
912008109USFDUS FOODS HLDG CORP$2250.02%2,202CommonSOLE
267475101DYDYCOM INDS INC$2250.02%446CommonSOLE
25809K105DASHDOORDASH INC$2250.02%1,221CommonSOLE
759916109RGENREPLIGEN CORP$2250.02%1,647CommonSOLE
384109104GGGGRACO INC$2250.02%2,978CommonSOLE
09073M104TECHBIO-TECHNE CORP$2250.02%3,182CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2250.02%1,061CommonSOLE
92343E102VRSNVERISIGN INC$2250.02%893CommonSOLE
655663102NDSNNORDSON CORP$2250.02%747CommonSOLE
380237107GDDYGODADDY INC$2250.02%2,646CommonSOLE
364760108GAPGAP INC$2250.02%12,047CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2250.02%4,866CommonSOLE
090572207BIOBIO RAD LABS INC$2240.02%763CommonSOLE
457187102INGRINGREDION INC$2240.02%2,366CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$2240.02%422CommonSOLE
596278101MIDDMIDDLEBY CORP$2240.02%1,305CommonSOLE
268150109DTDYNATRACE INC$2240.02%5,100CommonSOLE
219948106CPAYCORPAY INC$2240.02%673CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2240.02%1,034CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2240.02%3,913CommonSOLE
053611109AVYAVERY DENNISON CORP$2240.02%1,382CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2240.02%678CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2240.02%388CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2240.02%487CommonSOLE
40434L105HPQHP INC$2240.02%10,218CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2240.02%414CommonSOLE
26603R106DUOLDUOLINGO INC$2240.02%1,944CommonSOLE
806407102HSICSCHEIN HENRY INC$2240.02%2,677CommonSOLE
191098102COKECOCA COLA CONS INC$2240.02%1,174CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$2240.02%836CommonSOLE
501044101KRKROGER CO$2240.02%4,036CommonSOLE
668771108GENGEN DIGITAL INC$2240.02%9,009CommonSOLE
817565104SCISERVICE CORP INTL$2240.02%2,948CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$2240.02%9,119CommonSOLE
760759100RSGREPUBLIC SVCS INC$2240.02%1,051CommonSOLE
879369106TFXTELEFLEX INCORPORATED$2240.02%1,770CommonSOLE
681919106OMCOMNICOM GROUP INC$2230.02%3,066CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$2230.02%2,133CommonSOLE
98585X104YETIYETI HLDGS INC$2230.02%4,492CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2230.02%2,493CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2230.02%3,119CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2230.02%602CommonSOLE
497266106KEXKIRBY CORP$2230.02%1,641CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2230.02%357CommonSOLE
98138H101WDAYWORKDAY INC$2230.02%1,825CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2230.02%2,304CommonSOLE
G3922B107GGENPACT LIMITED$2230.02%8,101CommonSOLE
G8473T100STESTERIS PLC$2230.02%1,058CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$2230.02%1,773CommonSOLE
26969P108EXPEAGLE MATLS INC$2230.02%992CommonSOLE
22266T109CPNGCOUPANG INC$2230.02%12,834CommonSOLE
256163106DOCUDOCUSIGN INC$2230.02%5,010CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$2230.02%3,194CommonSOLE
05352A100AVTRAVANTOR INC$2230.02%22,499CommonSOLE
448579102HHYATT HOTELS CORP$2220.02%1,146CommonSOLE
117043109BCBRUNSWICK CORP$2220.02%2,632CommonSOLE
15118V207CELHCELSIUS HLDGS INC$2220.02%7,574CommonSOLE
G02602103DOXAMDOCS LTD$2220.02%4,385CommonSOLE
070830104BBWIBATH & BODY WORKS INC$2220.02%9,601CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$2220.02%2,014CommonSOLE
366651107ITGARTNER INC$2220.02%1,714CommonSOLE
65249B109NWSANEWS CORP NEW$2220.02%8,931CommonSOLE
737446104POSTPOST HLDGS INC$2220.02%2,515CommonSOLE
705573103PEGAPEGASYSTEMS INC$2220.02%7,410CommonSOLE
78467J100SSNCSS&C TECH HLDGS$2220.02%3,585CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$2220.02%2,904CommonSOLE
103304101BYDBOYD GAMING CORP$2220.02%2,519CommonSOLE
404280406HSBCHSBC HLDGS PLC$2210.02%2,324CommonSOLE
960413102WLKWESTLAKE CORPORATION$2210.02%3,026CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2210.02%2,227CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$2200.02%1,955CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$2200.02%2,526CommonSOLE
009066101ABNBAIRBNB INC$2200.02%1,538CommonSOLE
983134107WYNNWYNN RESORTS LTD$2200.02%2,269CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$2200.02%8,349CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$2200.02%1,544CommonSOLE
64110L106NFLXNETFLIX INC.$2200.02%3,088CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$2190.02%2,602CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2190.02%617CommonSOLE
576323109MTZMASTEC INC$2190.02%526CommonSOLE
969904101WSMWILLIAMS SONOMA INC$2190.02%939CommonSOLE
88339J105TTDTHE TRADE DESK INC$2190.02%12,101CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$2190.02%4,575CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2190.02%1,300CommonSOLE
929160109VMCVULCAN MATLS CO$2190.02%743CommonSOLE
872590104TMUST-MOBILE US INC$2180.02%1,297CommonSOLE
252131107DXCMDEXCOM INC$2180.02%3,234CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2180.02%851CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2180.02%2,375CommonSOLE
227046109CROXCROCS INC$2170.02%1,801CommonSOLE
72352L106PINSPINTEREST INC$2170.02%10,311CommonSOLE
31428X106FDXFEDEX CORP$2170.02%693CommonSOLE
142339100CSLCARLISLE COS INC$2160.02%596CommonSOLE
885160101THOTHOR INDS INC$2150.02%2,859CommonSOLE
883203101TXTTEXTRON INC$2150.02%2,348CommonSOLE
29786A106ETSYETSY INC$2130.02%2,832CommonSOLE
379577208GMEDGLOBUS MED INC$2120.02%2,688CommonSOLE
116794108BRKRBRUKER CORP$2050.02%3,400CommonSOLE
680665205OLNOLIN CORP$2010.02%10,165CommonSOLE
89346D107TACTRANSALTA CORP$1790.02%12,965CommonSOLE
G85158106STNESTONECO LTD$1630.02%15,000CommonSOLE
015658107ASTLALGOMA STL GROUP INC$1230.01%30,375CommonSOLE
900111204TKCTURKCELL ILETISIM$1210.01%20,505CommonSOLE
L72967109OECORION S.A.$840.01%12,736CommonSOLE
10586A108GROBRAZIL POTASH CORP$270.00%12,500CommonSOLE
015658115ASTLWALGOMA STL GROUP INC$30.00%102,000CommonSOLE

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.