MondegarAI
Aquatic Capital Management LLC

Q1 2025 · 13F-HR

Aquatic Capital Management LLCholdings as filed

Filed 2025-05-15 · accession 0001803916-25-000008

$3.93B
Reported value
1,221
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1221

CUSIPTickerIssuerValue% port.SharesClassVoting
22160K105COSTCOSTCO WHSL CORP NEW$66.5M1.69%70,343CommonNONE
594918104MSFTMICROSOFT CORP$60.4M1.54%160,832CommonNONE
437076102HDHOME DEPOT INC$46.2M1.18%125,962CommonNONE
30303M102METAMETA PLATFORMS INC$42.2M1.07%73,138CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$41.4M1.05%83,629CommonNONE
92826C839VVISA INC$40.0M1.02%114,222CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$39.7M1.01%79,832CommonNONE
79466L302CRMSALESFORCE INC$38.8M0.99%144,681CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$35.5M0.90%65,057CommonNONE
172908105CTASCINTAS CORP$33.4M0.85%162,581CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$33.3M0.85%200,454CommonNONE
833445109SNOWSNOWFLAKE INC$31.6M0.81%216,458CommonNONE
713448108PEPPEPSICO INC$30.5M0.78%203,373CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$29.9M0.76%291,133CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$29.6M0.75%129,979CommonNONE
009066101ABNBAIRBNB INC$28.3M0.72%237,227CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$28.2M0.72%279,178CommonNONE
02079K305GOOGLALPHABET INC$28.2M0.72%182,070CommonNONE
539830109LMTLOCKHEED MARTIN CORP$27.0M0.69%60,391CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$26.4M0.67%150,221CommonNONE
370334104GISGENERAL MLS INC$26.3M0.67%439,233CommonNONE
G0403H108AONAON PLC$25.8M0.66%64,719CommonNONE
67066G104NVDANVIDIA CORPORATION$24.6M0.63%227,181CommonNONE
872590104TMUST-MOBILE US INC$23.9M0.61%89,706CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$23.8M0.60%405,967CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$23.3M0.59%378,814CommonNONE
92840M102VSTVISTRA CORP$23.3M0.59%198,082CommonNONE
438516106HONHONEYWELL INTL INC$22.9M0.58%108,214CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$22.8M0.58%43,501CommonNONE
19260Q107COINCOINBASE GLOBAL INC$22.2M0.56%128,616CommonNONE
281020107EIXEDISON INTL$22.1M0.56%375,885CommonNONE
049468101TEAMATLASSIAN CORPORATION$22.1M0.56%104,138CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$21.6M0.55%130,404CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$21.5M0.55%254,497CommonNONE
92537N108VRTVERTIV HOLDINGS CO$21.4M0.55%296,718CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$21.1M0.54%104,894CommonNONE
11135F101AVGOBROADCOM INC$20.7M0.53%123,463CommonNONE
037833100AAPLAPPLE INC$20.7M0.53%92,984CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$20.6M0.52%1,769,134CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$19.5M0.50%387,625CommonNONE
00724F101ADBEADOBE INC$19.4M0.49%50,498CommonNONE
58733R102MELIMERCADOLIBRE INC$19.2M0.49%9,862CommonNONE
18915M107NETCLOUDFLARE INC$19.2M0.49%170,568CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$18.7M0.48%61,112CommonNONE
59156R108METMETLIFE INC$18.6M0.47%231,685CommonNONE
146869102CVNACARVANA CO$18.5M0.47%88,529CommonNONE
126408103CSXCSX CORP$18.2M0.46%619,405CommonNONE
91913Y100VLOVALERO ENERGY CORP$18.0M0.46%136,059CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$18.0M0.46%480,222CommonNONE
58933Y105MRKMERCK & CO INC$17.9M0.46%199,897CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$17.9M0.46%103,683CommonNONE
166764100CVXCHEVRON CORP NEW$17.8M0.45%106,475CommonNONE
052769106ADSKAUTODESK INC$17.5M0.44%66,674CommonNONE
252131107DXCMDEXCOM INC$17.4M0.44%254,876CommonNONE
931142103WMTWALMART INC$17.4M0.44%198,178CommonNONE
56585A102MPCMARATHON PETE CORP$17.1M0.44%117,430CommonNONE
681919106OMCOMNICOM GROUP INC$16.8M0.43%203,232CommonNONE
902973304USBUS BANCORP DEL$16.8M0.43%397,820CommonNONE
674599105OXYOCCIDENTAL PETE CORP$15.4M0.39%311,086CommonNONE
579780206MKCMCCORMICK & CO INC$15.2M0.39%185,223CommonNONE
526057104LENLENNAR CORP$15.2M0.39%132,779CommonNONE
012653101ALBALBEMARLE CORP$14.6M0.37%202,416CommonNONE
78409V104SPGIS&P GLOBAL INC$14.5M0.37%28,481CommonNONE
69331C108PCGPG&E CORP$14.1M0.36%820,083CommonNONE
001055102AFLAFLAC INC$14.0M0.36%126,215CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$13.8M0.35%345,927CommonNONE
615369105MCOMOODYS CORP$13.8M0.35%29,563CommonNONE
49271V100KDPKEURIG DR PEPPER INC$13.8M0.35%402,128CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$13.6M0.35%123,109CommonNONE
631103108NDAQNASDAQ INC$13.3M0.34%175,497CommonNONE
37733W204GSKGSK PLC$12.9M0.33%332,701CommonNONE
832696405SJMSMUCKER J M CO$12.8M0.33%107,847CommonNONE
00827B106AFRMAFFIRM HLDGS INC$12.7M0.32%280,717CommonNONE
011659109ALKALASKA AIR GROUP INC$12.5M0.32%252,990CommonNONE
231021106CMICUMMINS INC$12.4M0.32%39,642CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$12.2M0.31%116,435CommonNONE
059460303BBDBANCO BRADESCO S A$12.1M0.31%5,429,108CommonNONE
26884L109EQTEQT CORP$12.0M0.31%224,762CommonNONE
07831C103BRBRBELLRING BRANDS INC$11.9M0.30%159,413CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$11.9M0.30%162,827CommonNONE
227046109CROXCROCS INC$11.7M0.30%110,630CommonNONE
336433107FSLRFIRST SOLAR INC$11.7M0.30%92,639CommonNONE
695156109PKGPACKAGING CORP AMER$11.6M0.29%58,340CommonNONE
988498101YUMYUM BRANDS INC$11.5M0.29%73,361CommonNONE
115637209BF/BBROWN FORMAN CORP$11.1M0.28%328,402CommonNONE
456788108INFYINFOSYS LTD$11.1M0.28%609,865CommonNONE
49456B101KMIKINDER MORGAN INC DEL$11.1M0.28%389,632CommonNONE
26701L100BROSDUTCH BROS INC$10.9M0.28%176,624CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$10.7M0.27%43,938CommonNONE
90384S303ULTAULTA BEAUTY INC$10.7M0.27%29,212CommonNONE
496902404KGCKINROSS GOLD CORP$10.7M0.27%846,197CommonNONE
26614N102DDDUPONT DE NEMOURS INC$10.6M0.27%141,871CommonNONE
G0250X107AMCRAMCOR PLC$10.6M0.27%1,090,419CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$10.3M0.26%94,390CommonNONE
235851102DHRDANAHER CORPORATION$10.3M0.26%50,260CommonNONE
29364G103ETRENTERGY CORP NEW$10.3M0.26%120,262CommonNONE
126650100CVSCVS HEALTH CORP$10.3M0.26%151,713CommonNONE
406216101HALHALLIBURTON CO$10.3M0.26%404,361CommonNONE
067901108ABXBARRICK GOLD CORP$10.2M0.26%524,424CommonNONE
038222105AMATAPPLIED MATLS INC$10.1M0.26%69,856CommonNONE
16679L109CHWYCHEWY INC$10.0M0.26%308,899CommonNONE
517834107LVSLAS VEGAS SANDS CORP$10.0M0.26%259,444CommonNONE
Y2573F102FLEXFLEX LTD$10.0M0.25%301,254CommonNONE
87612G101TRGPTARGA RES CORP$9.8M0.25%48,944CommonNONE
26856L103ELFE L F BEAUTY INC$9.6M0.24%152,946CommonNONE
25243Q205DEODIAGEO PLC$9.2M0.24%88,264CommonNONE
31428X106FDXFEDEX CORP$9.2M0.24%37,892CommonNONE
09260D107BXBLACKSTONE INC$9.2M0.23%65,488CommonNONE
090043100BILLBILL HOLDINGS INC$9.1M0.23%199,179CommonNONE
199908104FIXCOMFORT SYS USA INC$9.1M0.23%28,091CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$9.0M0.23%302,314CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$8.9M0.23%55,902CommonNONE
04010L103ARCCARES CAPITAL CORP$8.9M0.23%399,945CommonNONE
35137L105FOXAFOX CORP$8.7M0.22%154,464CommonNONE
15135B101CNCCENTENE CORP DEL$8.7M0.22%143,953CommonNONE
33829M101FIVEFIVE BELOW INC$8.7M0.22%116,049CommonNONE
91680M107UPSTUPSTART HLDGS INC$8.6M0.22%186,885CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$8.6M0.22%73,441CommonNONE
596278101MIDDMIDDLEBY CORP$8.6M0.22%56,429CommonNONE
22266T109CPNGCOUPANG INC$8.4M0.22%385,168CommonNONE
109641100EATBRINKER INTL INC$8.4M0.21%56,573CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$8.3M0.21%54,422CommonNONE
422806109HEIHEICO CORP NEW$8.2M0.21%30,861CommonNONE
670100205NVONOVO-NORDISK A S$8.2M0.21%118,463CommonNONE
94419L101WWAYFAIR INC$8.2M0.21%255,562CommonNONE
55354G100MSCIMSCI INC$8.2M0.21%14,470CommonNONE
12504L109CBRECBRE GROUP INC$8.1M0.21%62,231CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$8.0M0.20%99,513CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$8.0M0.20%81,139CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$8.0M0.20%12,561CommonNONE
83304A106SNAPSNAP INC$7.9M0.20%912,010CommonNONE
718172109PMPHILIP MORRIS INTL INC$7.8M0.20%49,259CommonNONE
513272104LWLAMB WESTON HLDGS INC$7.8M0.20%146,533CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$7.8M0.20%41,302CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$7.7M0.20%192,540CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$7.7M0.20%27,355CommonNONE
91912E105VALEVALE S A$7.7M0.20%774,369CommonNONE
26622P107DOCSDOXIMITY INC$7.7M0.20%132,994CommonNONE
358039105FRPTFRESHPET INC$7.7M0.20%92,381CommonNONE
291011104EMREMERSON ELEC CO$7.6M0.19%69,279CommonNONE
366651107ITGARTNER INC$7.6M0.19%18,006CommonNONE
494368103KMBKIMBERLY-CLARK CORP$7.5M0.19%52,706CommonNONE
16411R208LNGCHENIERE ENERGY INC$7.4M0.19%32,160CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$7.4M0.19%77,297CommonNONE
723484101PNWPINNACLE WEST CAP CORP$7.4M0.19%77,604CommonNONE
268150109DTDYNATRACE INC$7.4M0.19%156,181CommonNONE
099406100BOOTBOOT BARN HLDGS INC$7.3M0.19%68,309CommonNONE
65473P105NINISOURCE INC$7.3M0.19%182,128CommonNONE
679295105OKTAOKTA INC$7.3M0.19%69,363CommonNONE
771049103RBLXROBLOX CORP$7.3M0.19%124,793CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$7.2M0.18%31,833CommonNONE
247361702DALDELTA AIR LINES INC DEL$7.2M0.18%164,003CommonNONE
125269100CFCF INDS HLDGS INC$7.1M0.18%90,890CommonNONE
536797103LADLITHIA MTRS INC$7.0M0.18%23,988CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$7.0M0.18%35,757CommonNONE
876030107TPRTAPESTRY INC$6.9M0.18%97,827CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$6.9M0.18%836,207CommonNONE
82509L107SHOPSHOPIFY INC$6.9M0.17%71,978CommonNONE
731068102PIIPOLARIS INC$6.8M0.17%166,489CommonNONE
98138H101WDAYWORKDAY INC$6.8M0.17%29,182CommonNONE
G4705A100ICLRICON PLC$6.8M0.17%38,878CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$6.7M0.17%79,350CommonNONE
023608102AEEAMEREN CORP$6.7M0.17%66,744CommonNONE
72352L106PINSPINTEREST INC$6.7M0.17%214,879CommonNONE
219350105GLWCORNING INC$6.6M0.17%145,055CommonNONE
09627Y1092655787DBLUEPRINT MEDICINES CORP$6.6M0.17%74,574CommonNONE
03674X106ARANTERO RESOURCES CORP$6.5M0.17%161,322CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$6.5M0.16%20,706CommonNONE
254687106DISDISNEY WALT CO$6.4M0.16%65,266CommonNONE
917047102URBNURBAN OUTFITTERS INC$6.4M0.16%121,463CommonNONE
88162G103TTEKTETRA TECH INC NEW$6.3M0.16%216,038CommonNONE
001084102AGCOAGCO CORP$6.3M0.16%67,619CommonNONE
98311A105WHWYNDHAM HOTELS & RESORTS INC$6.2M0.16%67,997CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.1M0.16%24,955CommonNONE
91332U101UUNITY SOFTWARE INC$6.1M0.16%311,612CommonNONE
40131M109GHGUARDANT HEALTH INC$6.1M0.16%142,952CommonNONE
816850101SMTCSEMTECH CORP$5.9M0.15%172,718CommonNONE
23804L103DDOGDATADOG INC$5.9M0.15%59,780CommonNONE
92939U106WECWEC ENERGY GROUP INC$5.9M0.15%54,348CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$5.9M0.15%92,316CommonNONE
983134107WYNNWYNN RESORTS LTD$5.9M0.15%70,330CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$5.9M0.15%69,554CommonNONE
835699307SONYSONY GROUP CORP$5.8M0.15%229,969CommonNONE
30212P303EXPEEXPEDIA GROUP INC$5.8M0.15%34,293CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$5.8M0.15%389,761CommonNONE
714046109RVTYREVVITY INC$5.8M0.15%54,400CommonNONE
185123106CWANCLEARWATER ANALYTICS HLDGS I$5.8M0.15%214,738CommonNONE
89531P105TREXTREX CO INC$5.7M0.14%97,793CommonNONE
05329W102ANAUTONATION INC$5.7M0.14%35,044CommonNONE
278865100ECLECOLAB INC$5.7M0.14%22,351CommonNONE
05464C101AXONAXON ENTERPRISE INC$5.7M0.14%10,763CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$5.6M0.14%25,964CommonNONE
457669307INSMINSMED INC$5.6M0.14%73,614CommonNONE
61945C103MOSMOSAIC CO NEW$5.6M0.14%207,811CommonNONE
05464T104AXSMAXSOME THERAPEUTICS INC$5.5M0.14%47,446CommonNONE
34959E109FTNTFORTINET INC$5.5M0.14%57,362CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$5.5M0.14%71,694CommonNONE
754730109RJFRAYMOND JAMES FINL INC$5.5M0.14%39,636CommonNONE
116794108BRKRBRUKER CORP$5.4M0.14%129,713CommonNONE
902494103TSNTYSON FOODS INC$5.4M0.14%84,675CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$5.3M0.14%35,474CommonNONE
444859102HUMHUMANA INC$5.3M0.14%20,055CommonNONE
231561101CWCURTISS WRIGHT CORP$5.3M0.13%16,573CommonNONE
384802104GWWGRAINGER W W INC$5.3M0.13%5,319CommonNONE
402635502GPORGULFPORT ENERGY CORP$5.2M0.13%28,431CommonNONE
38059T106GFIGOLD FIELDS LTD$5.2M0.13%235,242CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$5.1M0.13%71,028CommonNONE
891092108TTCTORO CO$5.1M0.13%70,657CommonNONE
12514G108CDWCDW CORP$5.1M0.13%32,062CommonNONE
649445400FLGFLAGSTAR FINANCIAL INC$5.1M0.13%442,180CommonNONE
218352102CORTCORCEPT THERAPEUTICS INC$5.0M0.13%44,018CommonNONE
60786M105MCMOELIS & CO$5.0M0.13%85,907CommonNONE
806407102HSICHENRY SCHEIN INC$5.0M0.13%72,655CommonNONE
184496107CLHCLEAN HARBORS INC$5.0M0.13%25,214CommonNONE
40434L105HPQHP INC$4.9M0.13%178,277CommonNONE
N14506104ESTCELASTIC N V$4.9M0.12%55,056CommonNONE
G7S00T104PNRPENTAIR PLC$4.9M0.12%56,006CommonNONE
032654105ADIANALOG DEVICES INC$4.8M0.12%23,920CommonNONE
09062X103BIIBBIOGEN INC$4.8M0.12%35,232CommonNONE
03073E105CORCENCORA INC$4.8M0.12%17,336CommonNONE
86333M108LRNSTRIDE INC$4.8M0.12%37,994CommonNONE
04351P101ASNDUSDASCENDIS PHARMA A/S$4.8M0.12%30,510CommonNONE
98139A105WKWORKIVA INC$4.7M0.12%62,403CommonNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$4.7M0.12%215,876CommonNONE
462222100IONSIONIS PHARMACEUTICALS INC$4.7M0.12%156,157CommonNONE
G87110105FTITECHNIPFMC PLC$4.7M0.12%148,106CommonNONE
29977A105EVREVERCORE INC$4.7M0.12%23,427CommonNONE
574599106MASMASCO CORP$4.6M0.12%66,144CommonNONE
48666K109KBHKB HOME$4.6M0.12%79,006CommonNONE
403949100DINOHF SINCLAIR CORP$4.6M0.12%139,484CommonNONE
02319V103ABEVAMBEV SA$4.5M0.12%1,948,471CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$4.5M0.12%19,882CommonNONE
17275R102CSCOCISCO SYS INC$4.5M0.11%72,896CommonNONE
770323103RHIROBERT HALF INC.$4.5M0.11%82,440CommonNONE
466313103JBLJABIL INC$4.5M0.11%33,046CommonNONE
29362U104ENTGENTEGRIS INC$4.5M0.11%51,270CommonNONE
74967X103RHRH$4.5M0.11%19,114CommonNONE
04016X101ARGXARGENX SE$4.4M0.11%7,512CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$4.4M0.11%55,475CommonNONE
N3167Y103RACEFERRARI N V$4.4M0.11%10,306CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4.4M0.11%62,000CommonNONE
H5919C104ONONON HLDG AG$4.3M0.11%98,475CommonNONE
375558103GILDGILEAD SCIENCES INC$4.3M0.11%38,303CommonNONE
053774105CARAVIS BUDGET GROUP$4.3M0.11%56,480CommonNONE
81663L200WGSGENEDX HOLDINGS CORP$4.3M0.11%48,008CommonNONE
171779309CIENCIENA CORP$4.3M0.11%70,353CommonNONE
M98068105WIXWIX COM LTD$4.2M0.11%25,659CommonNONE
45765U103NSITINSIGHT ENTERPRISES INC$4.2M0.11%27,854CommonNONE
16115Q308GTLSCHART INDS INC$4.1M0.10%28,536CommonNONE
387328107GVAGRANITE CONSTR INC$4.1M0.10%54,411CommonNONE
37637K108GTLBGITLAB INC$4.1M0.10%86,566CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$4.1M0.10%9,260CommonNONE
872657101TPGTPG INC$4.0M0.10%85,145CommonNONE
29446M102EQNREQUINOR ASA$4.0M0.10%152,271CommonNONE
G0750C108AXTAAXALTA COATING SYS LTD$4.0M0.10%121,093CommonNONE
925050106VRNAVERONA PHARMA PLC$4.0M0.10%63,019CommonNONE
46982L108JJACOBS SOLUTIONS INC$4.0M0.10%33,064CommonNONE
198516106COLMCOLUMBIA SPORTSWEAR CO$4.0M0.10%52,722CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$4.0M0.10%26,543CommonNONE
665531307NOGNORTHERN OIL & GAS INC$4.0M0.10%131,449CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$4.0M0.10%53,673CommonNONE
842587107SOSOUTHERN CO$4.0M0.10%43,051CommonNONE
086516101BBYBEST BUY INC$4.0M0.10%53,716CommonNONE
617700109MORNMORNINGSTAR INC$3.9M0.10%13,111CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$3.9M0.10%14,348CommonNONE
45867G101IDCCINTERDIGITAL INC$3.8M0.10%18,557CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$3.8M0.10%79,400CommonNONE
16359R103CHECHEMED CORP NEW$3.8M0.10%6,154CommonNONE
929160109VMCVULCAN MATLS CO$3.8M0.10%16,172CommonNONE
775711104ROLROLLINS INC$3.8M0.10%69,776CommonNONE
75960P104RELYREMITLY GLOBAL INC$3.7M0.10%179,508CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$3.7M0.09%7,472CommonNONE
690742101OCOWENS CORNING NEW$3.7M0.09%25,588CommonNONE
428291108HXLHEXCEL CORP NEW$3.6M0.09%66,395CommonNONE
892356106TSCOTRACTOR SUPPLY CO$3.6M0.09%65,642CommonNONE
216648501COOCOOPER COS INC$3.6M0.09%42,865CommonNONE
04911A107AUBATLANTIC UN BANKSHARES CORP$3.6M0.09%116,095CommonNONE
95058W100WENWENDYS CO$3.6M0.09%242,864CommonNONE
910047109UALUNITED AIRLS HLDGS INC$3.5M0.09%50,868CommonNONE
67077M108NTRNUTRIEN LTD$3.5M0.09%70,269CommonNONE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$3.5M0.09%96,208CommonNONE
963320106WHRWHIRLPOOL CORP$3.5M0.09%38,424CommonNONE
665859104NTRSNORTHERN TR CORP$3.4M0.09%34,802CommonNONE
670346105NUENUCOR CORP$3.4M0.09%28,511CommonNONE
00751Y106AAPADVANCE AUTO PARTS INC$3.4M0.09%87,178CommonNONE
69343T107PJTPJT PARTNERS INC$3.4M0.09%24,762CommonNONE
G27358103DESP1EURDESPEGAR COM CORP$3.4M0.09%181,250CommonNONE
171484108CHDNCHURCHILL DOWNS INC$3.4M0.09%30,491CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$3.4M0.09%99,334CommonNONE
277432100EMNEASTMAN CHEM CO$3.4M0.09%38,281CommonNONE
929089100VOYAVOYA FINANCIAL INC$3.4M0.09%49,696CommonNONE
533900106LECOLINCOLN ELEC HLDGS INC$3.4M0.09%17,748CommonNONE
03743Q108APAAPA CORPORATION$3.3M0.09%159,001CommonNONE
440452100HRLHORMEL FOODS CORP$3.3M0.08%107,819CommonNONE
92047W101VVVVALVOLINE INC$3.3M0.08%95,485CommonNONE
562750109MANHMANHATTAN ASSOCIATES INC$3.3M0.08%19,193CommonNONE
860630102SFSTIFEL FINL CORP$3.3M0.08%35,110CommonNONE
G29183103ETNEATON CORP PLC$3.3M0.08%12,146CommonNONE
95082P105WCCWESCO INTL INC$3.3M0.08%21,114CommonNONE
38267D109GSHDGOOSEHEAD INS INC$3.3M0.08%27,689CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$3.3M0.08%100,573CommonNONE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$3.2M0.08%74,517CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$3.2M0.08%52,637CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$3.2M0.08%59,444CommonNONE
89151E109TTENTOTALENERGIES SE$3.2M0.08%49,812CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.2M0.08%11,782CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$3.2M0.08%31,904CommonNONE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$3.2M0.08%204,721CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$3.2M0.08%116,194CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$3.2M0.08%242,926CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.2M0.08%38,280CommonNONE
172967424CCITIGROUP INC$3.1M0.08%44,209CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$3.1M0.08%18,902CommonNONE
117043109BCBRUNSWICK CORP$3.1M0.08%58,029CommonNONE
577081102MATMATTEL INC$3.1M0.08%159,457CommonNONE
150870103CECELANESE CORP DEL$3.1M0.08%53,950CommonNONE
00130H105AESAES CORP$3.1M0.08%246,519CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$3.1M0.08%28,178CommonNONE
688239201OSKOSHKOSH CORP$3.0M0.08%32,356CommonNONE
548661107LOWLOWES COS INC$3.0M0.08%13,042CommonNONE
959802109WUWESTERN UN CO$3.0M0.08%285,817CommonNONE
23282W605CYTKCYTOKINETICS INC$3.0M0.08%74,833CommonNONE
45167R104IEXIDEX CORP$3.0M0.08%16,498CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$3.0M0.08%8,084CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$3.0M0.08%51,361CommonNONE
34354P105FLSFLOWSERVE CORP$3.0M0.08%60,942CommonNONE
00973Y108AKROAKERO THERAPEUTICS INC$2.9M0.08%72,774CommonNONE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$2.9M0.07%23,090CommonNONE
12653C108CNXCNX RES CORP$2.9M0.07%93,049CommonNONE
574795100MASIMASIMO CORP$2.9M0.07%17,388CommonNONE
858119100STLDSTEEL DYNAMICS INC$2.9M0.07%23,144CommonNONE
146229109CRICARTERS INC$2.9M0.07%70,711CommonNONE
43283X105HGVHILTON GRAND VACATIONS INC$2.9M0.07%77,299CommonNONE
896818101TG7TRIUMPH GROUP INC NEW$2.9M0.07%112,936CommonNONE
093712107BEBLOOM ENERGY CORP$2.8M0.07%143,486CommonNONE
31620R303FNFFIDELITY NATIONAL FINANCIAL$2.8M0.07%43,067CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$2.8M0.07%64,139CommonNONE
163072101CAKECHEESECAKE FACTORY INC$2.8M0.07%57,236CommonNONE
169905106CHHCHOICE HOTELS INTL INC$2.8M0.07%20,964CommonNONE
100557107SAMBOSTON BEER INC$2.8M0.07%11,554CommonNONE
778296103ROSTROSS STORES INC$2.8M0.07%21,552CommonNONE
351858105FNVFRANCO NEV CORP$2.7M0.07%17,433CommonNONE
744320102PRUPRUDENTIAL FINL INC$2.7M0.07%24,491CommonNONE
48268K101KTKT CORP$2.7M0.07%154,347CommonNONE
29414B104EPAMEPAM SYS INC$2.7M0.07%16,159CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$2.7M0.07%21,171CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2.7M0.07%11,484CommonNONE
302635206FSKFS KKR CAP CORP$2.7M0.07%129,710CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$2.7M0.07%18,962CommonNONE
465741106ITRIITRON INC$2.7M0.07%25,353CommonNONE
31847R102FAFFIRST AMERN FINL CORP$2.6M0.07%40,269CommonNONE
23331A109DHID R HORTON INC$2.6M0.07%20,695CommonNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$2.6M0.07%162,080CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$2.6M0.07%45,314CommonNONE
88023U101SGISOMNIGROUP INTERNATIONAL INC$2.6M0.07%43,284CommonNONE
644535106NGDNNEW GOLD INC CDA$2.6M0.07%697,448CommonNONE
G4474Y214JHGJANUS HENDERSON GROUP PLC$2.6M0.07%71,458CommonNONE
559222401MGAMAGNA INTL INC$2.5M0.06%74,642CommonNONE
049560105ATOATMOS ENERGY CORP$2.5M0.06%16,298CommonNONE
92847W103VITLVITAL FARMS INC$2.5M0.06%82,676CommonNONE
L44385109GLOBGLOBANT S A$2.5M0.06%21,046CommonNONE
04621X108AIZASSURANT INC$2.5M0.06%11,792CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$2.5M0.06%45,050CommonNONE
670703107NUVLNUVALENT INC$2.5M0.06%34,576CommonNONE
29355A107ENPHENPHASE ENERGY INC$2.4M0.06%39,390CommonNONE
043436104ABGASBURY AUTOMOTIVE GROUP INC$2.4M0.06%11,054CommonNONE
37247D106GNWGENWORTH FINL INC$2.4M0.06%342,037CommonNONE
45073V108ITTITT INC$2.4M0.06%18,772CommonNONE
81211K100SDASEALED AIR CORP NEW$2.4M0.06%83,810CommonNONE
629209305NMIHNMI HLDGS INC$2.4M0.06%66,964CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$2.4M0.06%11,791CommonNONE
878742204TECKTECK RESOURCES LTD$2.4M0.06%65,639CommonNONE
37959E102GLGLOBE LIFE INC$2.4M0.06%18,144CommonNONE
G3223R108EGEVEREST GROUP LTD$2.4M0.06%6,520CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$2.4M0.06%13,195CommonNONE
553368101MPMP MATERIALS CORP$2.4M0.06%96,758CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$2.4M0.06%12,552CommonNONE
767204100RIORIO TINTO PLC$2.3M0.06%39,087CommonNONE
78463M107SPSCSPS COMM INC$2.3M0.06%17,646CommonNONE
005098108GOLFACUSHNET HLDGS CORP$2.3M0.06%33,745CommonNONE
75524B104RBCRBC BEARINGS INC$2.3M0.06%7,187CommonNONE
534187109LNCLINCOLN NATL CORP IND$2.3M0.06%64,393CommonNONE
126117100CNACNA FINL CORP$2.3M0.06%45,372CommonNONE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$2.3M0.06%18,885CommonNONE
96208T104WEXWEX INC$2.3M0.06%14,544CommonNONE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$2.3M0.06%58,659CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$2.3M0.06%11,687CommonNONE
69318G106PBFPBF ENERGY INC$2.3M0.06%118,744CommonNONE
12685J105CABOCABLE ONE INC$2.3M0.06%8,512CommonNONE
N70544106PL0PLAYA HOTELS & RESORTS NV$2.3M0.06%169,545CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$2.2M0.06%33,290CommonNONE
115236101BROBROWN & BROWN INC$2.2M0.06%17,862CommonNONE
76243J105RYTMRHYTHM PHARMACEUTICALS INC$2.2M0.06%41,476CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$2.2M0.06%6,475CommonNONE
G9460G101VALVALARIS LTD$2.2M0.06%55,306CommonNONE
404030108HEESEURH & E EQUIPMENT SERVICES INC$2.2M0.06%22,841CommonNONE
278768106SATSECHOSTAR CORP$2.2M0.06%84,574CommonNONE
80689H102SNDRSCHNEIDER NATIONAL INC$2.1M0.05%93,788CommonNONE
12468P104AIC3 AI INC$2.1M0.05%101,230CommonNONE
526107107LIILENNOX INTL INC$2.1M0.05%3,796CommonNONE
200340107CMACOMERICA INC$2.1M0.05%35,783CommonNONE
604749101MIRMMIRUM PHARMACEUTICALS INC$2.1M0.05%46,310CommonNONE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$2.1M0.05%45,684CommonNONE
97651M109WITWIPRO LTD$2.1M0.05%675,609CommonNONE
03852U106ARMKARAMARK$2.1M0.05%59,857CommonNONE
G65431127NENOBLE CORP PLC$2.1M0.05%87,019CommonNONE
384109104GGGGRACO INC$2.0M0.05%24,247CommonNONE
59001A102MTHMERITAGE HOMES CORP$2.0M0.05%28,542CommonNONE
80105N105SNYSANOFI$2.0M0.05%36,437CommonNONE
443510607HUBBHUBBELL INC$2.0M0.05%6,094CommonNONE
644393100NFENEW FORTRESS ENERGY INC$2.0M0.05%241,493CommonNONE
60937P106MDBMONGODB INC$2.0M0.05%11,400CommonNONE
934550203WMGWARNER MUSIC GROUP CORP$2.0M0.05%63,749CommonNONE
75513E101RTXRTX CORPORATION$2.0M0.05%15,047CommonNONE
974637100WGOWINNEBAGO INDS INC$2.0M0.05%57,234CommonNONE
654902204NOKNOKIA CORP$2.0M0.05%373,804CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$2.0M0.05%8,208CommonNONE
090572207BIOBIO RAD LABS INC$2.0M0.05%8,051CommonNONE
419870100HEHAWAIIAN ELEC INDUSTRIES$1.9M0.05%177,275CommonNONE
450056106IRTCIRHYTHM TECHNOLOGIES INC$1.9M0.05%18,532CommonNONE
260003108DOVDOVER CORP$1.9M0.05%11,022CommonNONE
29082A107EMBJEMBRAER S.A.$1.9M0.05%41,846CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.9M0.05%1,630CommonNONE
01644J108ALKTALKAMI TECHNOLOGY INC$1.9M0.05%73,124CommonNONE
552848103MTGMGIC INVT CORP WIS$1.9M0.05%77,416CommonNONE
302941109FCNFTI CONSULTING INC$1.9M0.05%11,577CommonNONE
01741R102ATIATI INC$1.9M0.05%36,491CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$1.9M0.05%78,444CommonNONE
09075V102BNTXBIONTECH SE$1.9M0.05%20,720CommonNONE
229899109CFRCULLEN FROST BANKERS INC$1.9M0.05%14,846CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$1.9M0.05%39,231CommonNONE
50189K103LCIILCI INDS$1.8M0.05%21,111CommonNONE
626717102MURMURPHY OIL CORP$1.8M0.05%64,958CommonNONE
093671105HRBBLOCK H & R INC$1.8M0.05%33,403CommonNONE
279158109ECECOPETROL S A$1.8M0.05%175,652CommonNONE
375916103GILGILDAN ACTIVEWEAR INC$1.8M0.05%41,333CommonNONE
08265T208BSYBENTLEY SYS INC$1.8M0.05%46,408CommonNONE
77311W101RKTROCKET COS INC$1.8M0.05%150,409CommonNONE
48282T104KAIKADANT INC$1.8M0.05%5,345CommonNONE
06652K103BKUBANKUNITED INC$1.8M0.05%51,606CommonNONE
205768302CRKCOMSTOCK RES INC$1.8M0.04%86,714CommonNONE
20464U100COMPCOMPASS INC$1.8M0.04%201,194CommonNONE
371901109GNTXGENTEX CORP$1.8M0.04%75,319CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$1.7M0.04%50,053CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.7M0.04%12,145CommonNONE
427096508HTGCHERCULES CAPITAL INC$1.7M0.04%90,989CommonNONE
N00985106AERAERCAP HOLDINGS NV$1.7M0.04%17,068CommonNONE
879369106TFXTELEFLEX INCORPORATED$1.7M0.04%12,569CommonNONE
338307101FIVNFIVE9 INC$1.7M0.04%63,664CommonNONE
G87264100TGLSTECNOGLASS INC$1.7M0.04%24,082CommonNONE
83418M103SEISOLARIS ENERGY INFRAS INC$1.7M0.04%79,179CommonNONE
147448104CWSTCASELLA WASTE SYS INC$1.7M0.04%15,380CommonNONE
920253101VMIVALMONT INDS INC$1.7M0.04%6,003CommonNONE
29446Y502EQXEQUINOX GOLD CORP$1.7M0.04%248,457CommonNONE
14888U101CPRXCATALYST PHARMACEUTICALS INC$1.7M0.04%70,066CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$1.7M0.04%124,347CommonNONE
438128308HMCHONDA MOTOR LTD$1.7M0.04%62,241CommonNONE
47103J105JANXJANUX THERAPEUTICS INC$1.7M0.04%62,469CommonNONE
39874R101GOGROCERY OUTLET HLDG CORP$1.7M0.04%120,238CommonNONE
904311107UAAUNDER ARMOUR INC$1.7M0.04%268,492CommonNONE
500643200KFYKORN FERRY$1.7M0.04%24,588CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$1.7M0.04%421,606CommonNONE
74051N1022655957DPREMIER INC$1.6M0.04%85,251CommonNONE
00191U102EFORASGN INC$1.6M0.04%25,909CommonNONE
151290889CXCEMEX SAB DE CV$1.6M0.04%290,558CommonNONE
456837103INGING GROEP N.V.$1.6M0.04%83,061CommonNONE
958102105WDCWESTERN DIGITAL CORP$1.6M0.04%40,021CommonNONE
M7S64H106MNDYMONDAY COM LTD$1.6M0.04%6,652CommonNONE
302492103FLYWFLYWIRE CORPORATION$1.6M0.04%170,082CommonNONE
89832Q109TFCTRUIST FINL CORP$1.6M0.04%39,119CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$1.6M0.04%15,440CommonNONE
636274409NGGNATIONAL GRID PLC$1.6M0.04%24,274CommonNONE
45258J102IMVTIMMUNOVANT INC$1.6M0.04%92,991CommonNONE
733174700BPOPPOPULAR INC$1.6M0.04%17,174CommonNONE
76155X100RVMDREVOLUTION MEDICINES INC$1.6M0.04%44,755CommonNONE
410867105THGHANOVER INS GROUP INC$1.6M0.04%9,060CommonNONE
88025U109TXG10X GENOMICS INC$1.6M0.04%180,255CommonNONE
04010E109AGXARGAN INC$1.6M0.04%11,846CommonNONE
03152W109AM6AMICUS THERAPEUTICS INC$1.6M0.04%190,084CommonNONE
45245E109IMAXIMAX CORP$1.6M0.04%58,839CommonNONE
00206R102TAT&T INC$1.5M0.04%54,612CommonNONE
87161C501SYU1SYNOVUS FINL CORP$1.5M0.04%32,864CommonNONE
55261F104MTBM & T BK CORP$1.5M0.04%8,512CommonNONE
194014502ENOVENOVIS CORPORATION$1.5M0.04%39,764CommonNONE
G21810109CLVTCLARIVATE PLC$1.5M0.04%385,695CommonNONE
70975L107PENPENUMBRA INC$1.5M0.04%5,664CommonNONE
224441105CXTCRANE NXT CO$1.5M0.04%29,418CommonNONE
69753M105PLMRPALOMAR HLDGS INC$1.5M0.04%10,978CommonNONE
302491303FMCFMC CORP$1.5M0.04%35,647CommonNONE
950755108WERNWERNER ENTERPRISES INC$1.5M0.04%51,195CommonNONE
03076K108ABCBAMERIS BANCORP$1.5M0.04%25,966CommonNONE
354613101BENFRANKLIN RESOURCES INC$1.5M0.04%77,285CommonNONE
72703H101PLNTPLANET FITNESS INC$1.5M0.04%15,393CommonNONE
189054109CLXCLOROX CO DEL$1.5M0.04%10,077CommonNONE
703343103PATKPATRICK INDS INC$1.5M0.04%17,525CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$1.5M0.04%24,225CommonNONE
753422104RPDRAPID7 INC$1.5M0.04%55,461CommonNONE
25659T107DLBDOLBY LABORATORIES INC$1.5M0.04%18,291CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$1.5M0.04%8,666CommonNONE
40416E103HCIHCI GROUP INC$1.5M0.04%9,755CommonNONE

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.