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Qsemble Capital Management, LP

Q1 2024 · 13F-HR

Qsemble Capital Management, LPholdings as filed

Filed 2024-05-07 · accession 0001766159-24-000006

$457.5M
Reported value
394
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
88579Y101MMM3M CO$5.5M1.20%51,637CommonSOLE
00287Y109ABBVABBVIE INC$5.4M1.18%29,762CommonSOLE
92343E102VRSNVERISIGN INC$3.9M0.84%20,360CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$3.8M0.83%37,239CommonSOLE
501044101KRKROGER CO$3.6M0.79%62,944CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.5M0.76%21,643CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$3.5M0.76%23,818CommonSOLE
444859102HUMHUMANA INC$3.5M0.75%9,956CommonSOLE
086516101BBYBEST BUY INC$3.4M0.75%41,720CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3.4M0.75%111,207CommonSOLE
98980G102ZSZSCALER INC$3.4M0.73%17,424CommonSOLE
929089100VOYAVOYA FINANCIAL INC$3.3M0.73%44,895CommonSOLE
166764100CVXCHEVRON CORP NEW$3.3M0.72%20,867CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$3.3M0.72%29,102CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$3.2M0.69%96,874CommonSOLE
806857108SLBSCHLUMBERGER LTD$3.2M0.69%57,670CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.2M0.69%47,133CommonSOLE
949746101WMT2WELLS FARGO CO NEW$3.1M0.68%53,780CommonSOLE
778296103ROSTROSS STORES INC$3.1M0.68%21,055CommonSOLE
00130H105AESAES CORP$3.1M0.67%170,997CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.0M0.66%19,221CommonSOLE
87612E106TGTTARGET CORP$3.0M0.66%17,146CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.0M0.66%7,239CommonSOLE
98389B100XELXCEL ENERGY INC$3.0M0.66%56,190CommonSOLE
963320106WHRWHIRLPOOL CORP$3.0M0.65%24,929CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3.0M0.65%41,948CommonSOLE
857477103STTSTATE STR CORP$3.0M0.65%38,332CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.0M0.65%40,396CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.9M0.64%12,942CommonSOLE
56585A102MPCMARATHON PETE CORP$2.9M0.62%14,171CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.8M0.62%16,670CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.8M0.62%10,486CommonSOLE
37959E102GLGLOBE LIFE INC$2.8M0.60%23,747CommonSOLE
95058W100WENWENDYS CO$2.8M0.60%146,503CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.7M0.60%4,911CommonSOLE
G3922B107GGENPACT LIMITED$2.6M0.57%79,517CommonSOLE
268150109DTDYNATRACE INC$2.6M0.57%56,317CommonSOLE
00766T100ACMAECOM$2.6M0.57%26,536CommonSOLE
437076102HDHOME DEPOT INC$2.6M0.57%6,762CommonSOLE
067901108ABXBARRICK GOLD CORP$2.6M0.56%154,938CommonSOLE
146869102CVNACARVANA CO$2.5M0.56%28,964CommonSOLE
002824100ABTABBOTT LABS$2.5M0.56%22,390CommonSOLE
N00985106AERAERCAP HOLDINGS NV$2.5M0.55%29,148CommonSOLE
55616P104MMACYS INC$2.5M0.55%126,077CommonSOLE
345370860FFORD MTR CO DEL$2.5M0.55%188,952CommonSOLE
60937P106MDBMONGODB INC$2.5M0.55%6,956CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.5M0.54%1,649CommonSOLE
260557103DOWDOW INC$2.5M0.54%42,911CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.4M0.53%34,897CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.4M0.53%12,458CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.4M0.53%62,056CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.3M0.51%40,723CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2.3M0.51%9,805CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.3M0.50%19,389CommonSOLE
747525103QCOMQUALCOMM INC$2.3M0.50%13,461CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$2.2M0.49%34,607CommonSOLE
37045V100GMGENERAL MTRS CO$2.2M0.48%48,305CommonSOLE
98978V103ZTSZOETIS INC$2.2M0.48%12,886CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2.2M0.47%8,604CommonSOLE
629377508NRGNRG ENERGY INC$2.1M0.47%31,567CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$2.1M0.46%20,659CommonSOLE
03073E105CORCENCORA INC$2.1M0.46%8,688CommonSOLE
N20944109CNHCNH INDL N V$2.1M0.46%162,171CommonSOLE
552690109MDUMDU RES GROUP INC$2.1M0.46%83,000CommonSOLE
855244109SBUXSTARBUCKS CORP$2.1M0.46%22,788CommonSOLE
285512109EAELECTRONIC ARTS INC$2.1M0.45%15,672CommonSOLE
58933Y105MRKMERCK & CO INC$2.1M0.45%15,726CommonSOLE
833445109SNOWSNOWFLAKE INC$2.0M0.44%12,460CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.0M0.44%109,709CommonSOLE
75513E101RTXRTX CORPORATION$2.0M0.44%20,610CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$2.0M0.44%44,257CommonSOLE
907818108UNPUNION PAC CORP$2.0M0.44%8,157CommonSOLE
458140100INTCINTEL CORP$2.0M0.44%45,293CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$2.0M0.43%67,342CommonSOLE
77543R102ROKUROKU INC$1.9M0.42%29,342CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.9M0.42%20,779CommonSOLE
314211103FHIFEDERATED HERMES INC$1.9M0.42%52,625CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.9M0.41%4,147CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1.9M0.41%172,084CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$1.8M0.40%14,573CommonSOLE
23804L103DDOGDATADOG INC$1.8M0.40%14,776CommonSOLE
256746108DLTRDOLLAR TREE INC$1.8M0.40%13,646CommonSOLE
92840M102VSTVISTRA CORP$1.8M0.39%25,629CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$1.8M0.39%37,076CommonSOLE
30034W106EVRGEVERGY INC$1.8M0.39%33,240CommonSOLE
888787108TOSTTOAST INC$1.8M0.39%70,755CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.8M0.39%11,286CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.7M0.38%4,094CommonSOLE
447011107HUNHUNTSMAN CORP$1.7M0.38%66,654CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.7M0.38%26,874CommonSOLE
902494103TSNTYSON FOODS INC$1.7M0.37%29,187CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.7M0.37%14,167CommonSOLE
031162100AMGNAMGEN INC$1.7M0.37%6,019CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.7M0.37%8,012CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.7M0.37%12,940CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.7M0.37%10,967CommonSOLE
872590104TMUST-MOBILE US INC$1.7M0.36%10,216CommonSOLE
G6095L109APTIV PLC$1.7M0.36%20,877CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.7M0.36%1,243CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$1.6M0.36%23,885CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.6M0.35%17,336CommonSOLE
344849104WOOFOOT LOCKER INC$1.6M0.35%56,514CommonSOLE
H1467J104CBCHUBB LIMITED$1.6M0.35%6,190CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.35%3,220CommonSOLE
146229109CRICARTERS INC$1.6M0.35%18,769CommonSOLE
83200N103SMARGBPSMARTSHEET INC$1.6M0.35%41,098CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.6M0.34%18,219CommonSOLE
651639106NEMNEWMONT CORP$1.6M0.34%43,391CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.34%6,091CommonSOLE
097023105BABOEING CO$1.5M0.34%7,944CommonSOLE
693506107PPGPPG INDS INC$1.5M0.34%10,579CommonSOLE
92826C839VVISA INC$1.5M0.33%5,404CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$1.5M0.33%27,373CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$1.5M0.33%1,489CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.5M0.32%44,295CommonSOLE
20825C104COPCONOCOPHILLIPS$1.5M0.32%11,645CommonSOLE
67077M108NTRNUTRIEN LTD$1.5M0.32%27,142CommonSOLE
88023U101SGITEMPUR SEALY INTL INC$1.5M0.32%25,711CommonSOLE
770323103RHIROBERT HALF INC.$1.5M0.32%18,339CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.4M0.32%9,731CommonSOLE
876030107TPRTAPESTRY INC$1.4M0.31%30,217CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$1.4M0.31%21,898CommonSOLE
G491BT108IVZINVESCO LTD$1.4M0.31%84,256CommonSOLE
574599106MASMASCO CORP$1.4M0.30%17,584CommonSOLE
79466L302CRMSALESFORCE INC$1.4M0.30%4,570CommonSOLE
15118V207CELHCELSIUS HLDGS INC$1.4M0.30%16,544CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.4M0.30%11,191CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.4M0.30%5,442CommonSOLE
87612G101TRGPTARGA RES CORP$1.4M0.30%12,104CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.4M0.30%14,879CommonSOLE
438516106HONHONEYWELL INTL INC$1.3M0.29%6,574CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.3M0.29%2,571CommonSOLE
012653101ALBALBEMARLE CORP$1.3M0.29%10,086CommonSOLE
680665205OLNOLIN CORP$1.3M0.29%22,364CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.3M0.29%16,801CommonSOLE
524660107LEGLEGGETT & PLATT INC$1.3M0.29%68,342CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$1.3M0.29%22,856CommonSOLE
974155103WINGWINGSTOP INC$1.3M0.29%3,564CommonSOLE
443573100HUBSHUBSPOT INC$1.3M0.28%2,058CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.3M0.28%26,928CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.3M0.28%7,888CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$1.3M0.28%18,941CommonSOLE
143130102KMXCARMAX INC$1.3M0.27%14,415CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$1.2M0.27%20,233CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$1.2M0.27%27,965CommonSOLE
68389X105ORCLORACLE CORP$1.2M0.27%9,787CommonSOLE
14316J108CGCARLYLE GROUP INC$1.2M0.27%26,120CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$1.2M0.26%55,574CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.2M0.26%3,589CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$1.2M0.26%727CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1.2M0.26%20,057CommonSOLE
60770K107MRNAMODERNA INC$1.2M0.26%11,087CommonSOLE
037833100AAPLAPPLE INC$1.2M0.26%6,877CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.2M0.26%10,495CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.2M0.25%4,785CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.2M0.25%4,378CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.2M0.25%17,892CommonSOLE
98138H101WDAYWORKDAY INC$1.2M0.25%4,217CommonSOLE
69047Q102OVVOVINTIV INC$1.1M0.25%22,082CommonSOLE
N14506104ESTCELASTIC N V$1.1M0.25%11,364CommonSOLE
90138F102TWLOTWILIO INC$1.1M0.25%18,628CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.25%4,550CommonSOLE
771049103RBLXROBLOX CORP$1.1M0.25%29,681CommonSOLE
403949100DINOHF SINCLAIR CORP$1.1M0.25%18,623CommonSOLE
871829107SYYSYSCO CORP$1.1M0.24%13,764CommonSOLE
37637K108GTLBGITLAB INC$1.1M0.24%19,023CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.1M0.24%2,314CommonSOLE
91529Y106UNMUNUM GROUP$1.1M0.24%20,420CommonSOLE
65249B109NWSANEWS CORP NEW$1.1M0.24%41,648CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1.1M0.24%51,765CommonSOLE
364760108GAPGAP INC$1.1M0.24%39,029CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.1M0.23%29,624CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$1.1M0.23%50,025CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.23%25,220CommonSOLE
680223104ORIOLD REP INTL CORP$1.0M0.23%34,081CommonSOLE
81211K100SDASEALED AIR CORP NEW$1.0M0.23%27,870CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.0M0.22%4,763CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$1.0M0.22%25,207CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$1.0M0.22%53,280CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$994,9280.22%3,672CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$977,9950.21%3,357CommonSOLE
751212101RLRALPH LAUREN CORP$974,0990.21%5,188CommonSOLE
228368106CCKCROWN HLDGS INC$968,3990.21%12,218CommonSOLE
977852102WOLF*WOLFSPEED INC$957,3340.21%32,452CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$939,4500.21%11,503CommonSOLE
87918A105TDOCTELADOC HEALTH INC$922,7310.20%61,108CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$922,5260.20%8,722CommonSOLE
G02602103DOXAMDOCS LTD$917,2560.20%10,150CommonSOLE
26856L103ELFE L F BEAUTY INC$908,9910.20%4,637CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$893,8200.20%13,291CommonSOLE
718546104PSXPHILLIPS 66$881,8730.19%5,399CommonSOLE
72352L106PINSPINTEREST INC$876,9080.19%25,293CommonSOLE
760759100RSGREPUBLIC SVCS INC$869,5200.19%4,542CommonSOLE
48242W106KBRKBR INC$867,5580.19%13,628CommonSOLE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$851,3220.19%18,308CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$850,7450.19%7,854CommonSOLE
714046109RVTYREVVITY INC$843,0450.18%8,029CommonSOLE
26622P107DOCSDOXIMITY INC$830,4700.18%30,861CommonSOLE
49177J102KVUEKENVUE INC$825,7590.18%38,479CommonSOLE
201723103CMCCOMMERCIAL METALS CO$811,1440.18%13,802CommonSOLE
052800109ALVAUTOLIV INC$807,6040.18%6,706CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$805,4790.18%7,163CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$803,2040.18%52,326CommonSOLE
98585X104YETIYETI HLDGS INC$797,2910.17%20,682CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$772,7840.17%8,848CommonSOLE
565788106MARAMARATHON DIGITAL HOLDINGS IN$758,5530.17%33,594CommonSOLE
127097103CTRACOTERRA ENERGY INC$755,8550.17%27,111CommonSOLE
665859104NTRSNORTHERN TR CORP$753,8640.16%8,478CommonSOLE
25809K105DASHDOORDASH INC$752,3640.16%5,463CommonSOLE
40434L105HPQHP INC$751,2990.16%24,861CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$749,8410.16%48,691CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$746,1610.16%14,052CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$745,7850.16%20,299CommonSOLE
88033G407THCTENET HEALTHCARE CORP$743,7580.16%7,076CommonSOLE
L44385109GLOBGLOBANT S A$739,5600.16%3,663CommonSOLE
013091103ACIALBERTSONS COS INC$736,7210.16%34,362CommonSOLE
380237107GDDYGODADDY INC$733,9170.16%6,184CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$728,9170.16%19,563CommonSOLE
82489T104SWAVUSDSHOCKWAVE MED INC$722,5730.16%2,219CommonSOLE
89400J107TRUTRANSUNION$705,3520.15%8,839CommonSOLE
69331C108PCGPG&E CORP$703,0150.15%41,946CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$694,5630.15%6,207CommonSOLE
500754106KHCKRAFT HEINZ CO$692,5760.15%18,769CommonSOLE
01626W101ALITALIGHT INC$687,1260.15%69,759CommonSOLE
816851109SRESEMPRA$687,0540.15%9,565CommonSOLE
682680103OKEONEOK INC NEW$681,2850.15%8,498CommonSOLE
806407102HSICHENRY SCHEIN INC$680,9640.15%9,017CommonSOLE
205887102CAGCONAGRA BRANDS INC$679,1120.15%22,912CommonSOLE
N72482149QIAGEN NV$671,4180.15%15,618CommonSOLE
354613101BENFRANKLIN RESOURCES INC$669,0460.15%23,801CommonSOLE
94419L101WWAYFAIR INC$667,9390.15%9,840CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$663,7030.15%31,292CommonSOLE
G3223R108EGEVEREST GROUP LTD$661,8380.14%1,665CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$660,0950.14%2,059CommonSOLE
013872106AAALCOA CORP$659,4460.14%19,516CommonSOLE
21874C102CNMCORE & MAIN INC$649,7880.14%11,350CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$649,7030.14%58,113CommonSOLE
406216101HALHALLIBURTON CO$643,0580.14%16,313CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$634,4620.14%2,233CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$630,2310.14%35,546CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$628,9480.14%14,586CommonSOLE
252131107DXCMDEXCOM INC$626,5080.14%4,517CommonSOLE
69318G106PBFPBF ENERGY INC$611,7960.13%10,627CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$605,8440.13%34,306CommonSOLE
042735100ARWARROW ELECTRS INC$598,7530.13%4,625CommonSOLE
099724106BWABORGWARNER INC$598,1530.13%17,218CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$593,1750.13%25,779CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$592,2140.13%5,918CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$583,4410.13%21,641CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$583,1790.13%4,273CommonSOLE
743315103PGRPROGRESSIVE CORP$582,4050.13%2,816CommonSOLE
18467V109YOUCLEAR SECURE INC$576,3320.13%27,096CommonSOLE
521865204LEALEAR CORP$571,2620.12%3,943CommonSOLE
090572207BIOBIO RAD LABS INC$566,8810.12%1,639CommonSOLE
95082P105WCCWESCO INTL INC$564,5390.12%3,296CommonSOLE
126408103CSXCSX CORP$559,7940.12%15,101CommonSOLE
29786A106ETSYETSY INC$556,9070.12%8,104CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$551,3190.12%16,611CommonSOLE
79589L106IOTSAMSARA INC$549,2400.12%14,534CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$544,1870.12%15,824CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$543,3780.12%10,115CommonSOLE
03743Q108APAAPA CORPORATION$543,1700.12%15,799CommonSOLE
092113109BKHBLACK HILLS CORP$534,8070.12%9,795CommonSOLE
053774105CARAVIS BUDGET GROUP$530,8640.12%4,335CommonSOLE
26603R106DUOLDUOLINGO INC$527,6270.12%2,392CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$516,3430.11%22,401CommonSOLE
00187Y100APGAPI GROUP CORP$514,9480.11%13,113CommonSOLE
256163106DOCUDOCUSIGN INC$512,7850.11%8,611CommonSOLE
031100100AMEAMETEK INC$510,4740.11%2,791CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$509,8980.11%3,942CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$506,9070.11%6,169CommonSOLE
457730109INSPINSPIRE MED SYS INC$503,4680.11%2,344CommonSOLE
78709Y105SAIASAIA INC$503,1000.11%860CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$497,4100.11%6,876CommonSOLE
775711104ROLROLLINS INC$487,4080.11%10,534CommonSOLE
422806109HEIHEICO CORP NEW$487,2410.11%2,551CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$484,8670.11%2,063CommonSOLE
670837103OGEOGE ENERGY CORP$484,7280.11%14,132CommonSOLE
55024U109LITELUMENTUM HLDGS INC$484,6750.11%10,236CommonSOLE
693656100PVHPVH CORPORATION$476,8090.10%3,391CommonSOLE
23918K108DVADAVITA INC$472,4070.10%3,422CommonSOLE
134429109CPBCAMPBELL SOUP CO$467,4360.10%10,516CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$463,9700.10%411CommonSOLE
852234103XYZBLOCK INC$463,7520.10%5,483CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$458,5020.10%4,960CommonSOLE
001084102AGCOAGCO CORP$452,0990.10%3,675CommonSOLE
655664100JWNUSDNORDSTROM INC$445,1700.10%21,962CommonSOLE
02209S103MOALTRIA GROUP INC$442,9170.10%10,154CommonSOLE
947890109WBSWEBSTER FINL CORP$436,1140.10%8,590CommonSOLE
65290E101NXTNEXTRACKER INC$432,7160.09%7,690CommonSOLE
384802104GWWGRAINGER W W INC$431,3350.09%424CommonSOLE
86771W105RUNSUNRUN INC$430,6830.09%32,677CommonSOLE
885160101THOTHOR INDS INC$429,1120.09%3,657CommonSOLE
044186104ASHASHLAND INC$420,1520.09%4,315CommonSOLE
58155Q103MCKMCKESSON CORP$419,2800.09%781CommonSOLE
887389104TKRTIMKEN CO$414,6800.09%4,743CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$413,7060.09%6,255CommonSOLE
Y2573F102FLEXFLEX LTD$413,2140.09%14,443CommonSOLE
896945201TRIPTRIPADVISOR INC$406,5120.09%14,628CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$399,6470.09%2,072CommonSOLE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$398,5180.09%31,907CommonSOLE
842587107SOSOUTHERN CO$398,0140.09%5,548CommonSOLE
46266C105IQVIQVIA HLDGS INC$395,0140.09%1,562CommonSOLE
860630102SFSTIFEL FINL CORP$391,5540.09%5,009CommonSOLE
26875P101EOGEOG RES INC$386,8440.08%3,026CommonSOLE
D18190898DBDEUTSCHE BANK A G$384,9140.08%24,408CommonSOLE
448579102HHYATT HOTELS CORP$379,8960.08%2,380CommonSOLE
337932107FEFIRSTENERGY CORP$379,4800.08%9,826CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$379,2490.08%11,331CommonSOLE
548661107LOWLOWES COS INC$376,7460.08%1,479CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$375,4620.08%9,834CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$374,4970.08%14,521CommonSOLE
553530106MSMMSC INDL DIRECT INC$374,1860.08%3,856CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$373,0100.08%7,933CommonSOLE
81730H109SSENTINELONE INC$369,5800.08%15,855CommonSOLE
441593100HLIHOULIHAN LOKEY INC$368,2900.08%2,873CommonSOLE
29364G103ETRENTERGY CORP NEW$358,0440.08%3,388CommonSOLE
37940X102GPNGLOBAL PMTS INC$357,9410.08%2,678CommonSOLE
29084Q100EMEEMCOR GROUP INC$355,8030.08%1,016CommonSOLE
559222401MGAMAGNA INTL INC$355,7540.08%6,530CommonSOLE
64110D104NTAPNETAPP INC$355,4280.08%3,386CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$353,1950.08%2,050CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$342,7230.07%2,759CommonSOLE
103304101BYDBOYD GAMING CORP$341,1780.07%5,068CommonSOLE
171779309CIENCIENA CORP$339,5730.07%6,867CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$339,5190.07%20,855CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$337,0790.07%1,537CommonSOLE
02005N100ALLYALLY FINL INC$335,3550.07%8,262CommonSOLE
093671105HRBBLOCK H & R INC$335,0780.07%6,823CommonSOLE
61945C103MOSMOSAIC CO NEW$331,6440.07%10,217CommonSOLE
100557107SAMBOSTON BEER INC$329,3820.07%1,082CommonSOLE
Y2106R110LPGDORIAN LPG LTD$325,2560.07%8,457CommonSOLE
368736104GNRCGENERAC HLDGS INC$324,6840.07%2,574CommonSOLE
679295105OKTAOKTA INC$321,9160.07%3,077CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$321,2200.07%4,756CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$319,1730.07%3,751CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$317,4920.07%4,332CommonSOLE
536797103LADLITHIA MTRS INC$316,2040.07%1,051CommonSOLE
731068102PIIPOLARIS INC$315,3780.07%3,150CommonSOLE
278642103EBAYEBAY INC.$312,2460.07%5,916CommonSOLE
83304A106SNAPSNAP INC$304,2430.07%26,502CommonSOLE
G9460G101VALVALARIS LTD$301,7930.07%4,010CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$298,8600.07%3,898CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$297,9030.07%24,950CommonSOLE
82452J109FOURSHIFT4 PMTS INC$295,8610.06%4,478CommonSOLE
565849106MRO*MARATHON OIL CORP$294,2830.06%10,384CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$292,4190.06%3,603CommonSOLE
891092108TTCTORO CO$291,6580.06%3,183CommonSOLE
23345M107DTMDT MIDSTREAM INC$291,2030.06%4,766CommonSOLE
92047W101VVVVALVOLINE INC$286,0060.06%6,417CommonSOLE
G4863A108BRSLINTERNATIONAL GAME TECHNOLOG$279,6870.06%12,381CommonSOLE
88076W103TDCTERADATA CORP DEL$279,4290.06%7,226CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$277,8090.06%4,423CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$277,0050.06%4,185CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$272,1570.06%16,978CommonSOLE
19247G107COHRCOHERENT CORP$272,0630.06%4,488CommonSOLE
737446104POSTPOST HLDGS INC$271,7580.06%2,557CommonSOLE
109641100EATBRINKER INTL INC$270,9050.06%5,453CommonSOLE
534187109LNCLINCOLN NATL CORP IND$265,6900.06%8,321CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$265,2620.06%1,787CommonSOLE
254067101DDSDILLARDS INC$263,1750.06%558CommonSOLE
30231G102XOMEXXON MOBIL CORP$256,6580.06%2,208CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$254,5870.06%593CommonSOLE
90364P105PATHUIPATH INC$252,8390.06%11,153CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$252,7800.06%3,330CommonSOLE
377322102GKOSGLAUKOS CORP$250,7170.05%2,659CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$248,7020.05%5,268CommonSOLE
574795100MASIMASIMO CORP$244,9460.05%1,668CommonSOLE
983134107WYNNWYNN RESORTS LTD$241,5690.05%2,363CommonSOLE
42704L104HRIHERC HLDGS INC$241,5110.05%1,435CommonSOLE
05352A100AVTRAVANTOR INC$240,8180.05%9,418CommonSOLE
30050B101EVHEVOLENT HEALTH INC$240,5800.05%7,337CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$237,8030.05%3,186CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$237,0120.05%1,705CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$236,7040.05%1,135CommonSOLE
833034101SNASNAP ON INC$235,1990.05%794CommonSOLE
959802109WUWESTERN UN CO$233,3960.05%16,695CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$228,0670.05%2,026CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$223,0760.05%1,721CommonSOLE
16115Q308GTLSCHART INDS INC$221,2190.05%1,343CommonSOLE
500255104KSSKOHLS CORP$220,4030.05%7,561CommonSOLE
34354P105FLSFLOWSERVE CORP$219,1730.05%4,798CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$214,9000.05%2,800CommonSOLE
20717M1038QRCONFLUENT INC$212,1140.05%6,950CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$206,9210.05%4,383CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$206,7010.05%12,783CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$202,1920.04%2,388CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$200,2710.04%1,112CommonSOLE
651229106NWLNEWELL BRANDS INC$186,3360.04%23,205CommonSOLE
G0250X107AMCRAMCOR PLC$185,9010.04%19,548CommonSOLE
205768302CRKCOMSTOCK RES INC$184,9410.04%19,929CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$140,6820.03%17,967CommonSOLE
Y9390M103VFSVINFAST AUTO LTD$86,5530.02%17,415CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$76,3580.02%10,460CommonSOLE

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.