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INCEPTIONR LLC

Q2 2023 · 13F-HR

INCEPTIONR LLCholdings as filed

Filed 2023-08-11 · accession 0001821561-23-000004

$187.5M
Reported value
396
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
69351T106PPLPPL CORP$1.1M0.60%42,541CommonNONE
172908105CTASCINTAS CORP$1.1M0.60%2,261CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.1M0.60%1,176CommonNONE
031162100AMGNAMGEN INC$1.1M0.60%5,049CommonNONE
008492100ADCAGREE RLTY CORP$1.1M0.60%17,121CommonNONE
G54950103LINLINDE PLC$1.1M0.60%2,937CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.60%2,429CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.1M0.60%5,197CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.1M0.60%17,464CommonNONE
00287Y109ABBVABBVIE INC$1.1M0.59%8,270CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$1.1M0.59%9,829CommonNONE
929160109VMCVULCAN MATLS CO$1.1M0.59%4,887CommonNONE
451107106IDAIDACORP INC$1.1M0.59%10,717CommonNONE
427866108HSYHERSHEY CO$1.1M0.58%4,382CommonNONE
12514G108CDWCDW CORP$1.1M0.58%5,960CommonNONE
29084Q100EMEEMCOR GROUP INC$1.1M0.58%5,868CommonNONE
020002101ALLALLSTATE CORP$1.1M0.57%9,858CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.1M0.57%11,831CommonNONE
370334104GISGENERAL MLS INC$1.1M0.57%13,858CommonNONE
441593100HLIHOULIHAN LOKEY INC$1.0M0.55%10,553CommonNONE
337738108FISVFISERV INC$1.0M0.55%8,179CommonNONE
G3922B107GGENPACT LIMITED$1.0M0.55%27,208CommonNONE
192422103CGNXCOGNEX CORP$1.0M0.54%18,149CommonNONE
166764100CVXCHEVRON CORP NEW$1.0M0.54%6,432CommonNONE
45168D104IDXXIDEXX LABS INC$992,4060.53%1,976CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$988,9980.53%25,635CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$970,5020.52%6,520CommonNONE
09247X101BLKCHFBLACKROCK INC$968,2870.52%1,401CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$963,3100.51%1,970CommonNONE
920253101VMIVALMONT INDS INC$944,7480.50%3,246CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$943,5280.50%5,212CommonNONE
88579Y101MMM3M CO$942,0470.50%9,412CommonNONE
84860W300SRCUSDSPIRIT RLTY CAP INC NEW$928,5020.50%23,578CommonNONE
217204106CPRTCOPART INC$920,4000.49%10,091CommonNONE
517834107LVSLAS VEGAS SANDS CORP$919,1840.49%15,848CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$913,8410.49%15,170CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$913,8040.49%5,792CommonNONE
372460105GPCGENUINE PARTS CO$893,8730.48%5,282CommonNONE
191216100KOCOCA COLA CO$888,3050.47%14,751CommonNONE
291011104EMREMERSON ELEC CO$887,8110.47%9,822CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$878,5040.47%4,901CommonNONE
172967424CCITIGROUP INC$877,8910.47%19,068CommonNONE
98389B100XELXCEL ENERGY INC$862,7330.46%13,877CommonNONE
87612G101TRGPTARGA RES CORP$860,9190.46%11,313CommonNONE
229663109CUBECUBESMART$858,9010.46%19,232CommonNONE
68268W103OMFONEMAIN HLDGS INC$858,7710.46%19,656CommonNONE
501044101KRKROGER CO$846,7520.45%18,016CommonNONE
80874P109LNWOLIGHT & WONDER INC$846,7110.45%12,314CommonNONE
816851109SRESEMPRA$844,5960.45%5,849CommonNONE
235851102DHRDANAHER CORPORATION$830,1600.44%3,459CommonNONE
494368103KMBKIMBERLY-CLARK CORP$825,1850.44%5,977CommonNONE
143658300CCL1EURCARNIVAL CORP$824,6980.44%43,797CommonNONE
92936U109WPCWP CAREY INC$822,0700.44%12,168CommonNONE
233331107DTEDTE ENERGY CO$807,9870.43%7,344CommonNONE
257651109DCIDONALDSON INC$806,7540.43%12,906CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$802,4170.43%1,738CommonNONE
02209S103MOALTRIA GROUP INC$801,5380.43%17,694CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$798,2850.43%14,753CommonNONE
254709108DFSEURDISCOVER FINL SVCS$793,0610.42%6,787CommonNONE
548661107LOWLOWES COS INC$787,6930.42%3,490CommonNONE
513272104LWLAMB WESTON HLDGS INC$786,6030.42%6,843CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$778,0970.41%11,818CommonNONE
872590104TMUST-MOBILE US INC$764,9220.41%5,507CommonNONE
22052L104CTVACORTEVA INC$754,4120.40%13,166CommonNONE
526057104LENLENNAR CORP$750,4820.40%5,989CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$746,2030.40%12,991CommonNONE
90278Q108UFPIUFP INDUSTRIES INC$744,0820.40%7,667CommonNONE
64110D104NTAPNETAPP INC$731,9120.39%9,580CommonNONE
759509102RSRELIANCE STEEL & ALUMINUM CO$730,3060.39%2,689CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$713,4100.38%10,691CommonNONE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$712,3250.38%7,666CommonNONE
902973304USBUS BANCORP DEL$707,5190.38%21,414CommonNONE
95082P105WCCWESCO INTL INC$706,9290.38%3,948CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$700,6210.37%9,209CommonNONE
14149Y108CAHCARDINAL HEALTH INC$698,3050.37%7,384CommonNONE
086516101BBYBEST BUY INC$696,6570.37%8,501CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$694,6080.37%5,191CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$691,2860.37%6,897CommonNONE
45765U103NSITINSIGHT ENTERPRISES INC$686,3350.37%4,690CommonNONE
437076102HDHOME DEPOT INC$683,4080.36%2,200CommonNONE
631103108NDAQNASDAQ INC$679,4560.36%13,630CommonNONE
46625H100JPMJPMORGAN CHASE & CO$676,8780.36%4,654CommonNONE
244199105DEDEERE & CO$672,6150.36%1,660CommonNONE
714046109RVTYREVVITY INC$669,5000.36%5,636CommonNONE
902494103TSNTYSON FOODS INC$668,0630.36%13,089CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$663,0900.35%310CommonNONE
Y2573F102FLEXFLEX LTD$658,6060.35%23,828CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$658,3550.35%3,951CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$651,3770.35%3,911CommonNONE
902681105UGIUGI CORP NEW$647,9810.35%24,026CommonNONE
654106103NKENIKE INC$647,7620.35%5,869CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$642,9620.34%8,590CommonNONE
626717102MURMURPHY OIL CORP$639,9160.34%16,708CommonNONE
713448108PEPPEPSICO INC$639,0090.34%3,450CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$637,8370.34%8,865CommonNONE
311900104FASTFASTENAL CO$634,7910.34%10,761CommonNONE
G3198U102ESNTESSENT GROUP LTD$631,7060.34%13,498CommonNONE
761152107RMDRESMED INC$628,8430.34%2,878CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$628,1870.34%1,204CommonNONE
49714P108KNSLKINSALE CAP GROUP INC$627,9080.33%1,678CommonNONE
256677105DGDOLLAR GEN CORP NEW$626,3180.33%3,689CommonNONE
670837103OGEOGE ENERGY CORP$624,7980.33%17,399CommonNONE
871607107SNPSSYNOPSYS INC$623,9430.33%1,433CommonNONE
75524B104RBCRBC BEARINGS INC$622,8340.33%2,864CommonNONE
40412C101HCAHCA HEALTHCARE INC$620,3130.33%2,044CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$612,9650.33%18,292CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$605,3820.32%4,365CommonNONE
565849106MRO*MARATHON OIL CORP$599,6710.32%26,050CommonNONE
00090Q103ADTADT INC DEL$598,2300.32%99,209CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$598,1730.32%2,581CommonNONE
G2519Y108BAPCREDICORP LTD$597,3510.32%4,046CommonNONE
G3223R108EGEVEREST RE GROUP LTD$592,4430.32%1,733CommonNONE
589889104MMSIMERIT MED SYS INC$591,3350.32%7,070CommonNONE
844741108LUVSOUTHWEST AIRLS CO$581,3520.31%16,055CommonNONE
260557103DOWDOW INC$580,5870.31%10,901CommonNONE
147528103CASYCASEYS GEN STORES INC$575,3130.31%2,359CommonNONE
74967X103RHRH$570,5200.30%1,731CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$567,8550.30%16,741CommonNONE
855244109SBUXSTARBUCKS CORP$559,9860.30%5,653CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$553,9430.30%1,620CommonNONE
88162G103TTEKTETRA TECH INC NEW$548,8560.29%3,352CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$546,7270.29%9,995CommonNONE
125269100CFCF INDS HLDGS INC$543,7670.29%7,833CommonNONE
053332102AZOAUTOZONE INC$541,0590.29%217CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$538,8560.29%2,384CommonNONE
48203R104JNPJUNIPER NETWORKS INC$538,6570.29%17,193CommonNONE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$534,7860.29%7,995CommonNONE
294628102HP5AEQUITY COMWLTH$533,6280.28%26,339CommonNONE
143130102KMXCARMAX INC$531,0770.28%6,345CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$528,0370.28%5,090CommonNONE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$525,6780.28%3,141CommonNONE
546347105LPXLOUISIANA PAC CORP$525,6100.28%7,010CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$525,3250.28%2,240CommonNONE
79466L302CRMSALESFORCE INC$524,3470.28%2,482CommonNONE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$523,1700.28%115,490CommonNONE
688239201OSKOSHKOSH CORP$523,0040.28%6,040CommonNONE
682680103OKEONEOK INC NEW$514,3130.27%8,333CommonNONE
443510607HUBBHUBBELL INC$513,9180.27%1,550CommonNONE
018522300AEBAALLETE INC$513,8460.27%8,864CommonNONE
08579W103BERYEURBERRY GLOBAL GROUP INC$509,3150.27%7,916CommonNONE
303250104FICOFAIR ISAAC CORP$505,7560.27%625CommonNONE
690742101OCOWENS CORNING NEW$504,2520.27%3,864CommonNONE
550021109LULULULULEMON ATHLETICA INC$504,1620.27%1,332CommonNONE
759916109RGENREPLIGEN CORP$503,5980.27%3,560CommonNONE
20825C104COPCONOCOPHILLIPS$502,4050.27%4,849CommonNONE
876030107TPRTAPESTRY INC$502,3860.27%11,738CommonNONE
03076C106AMPAMERIPRISE FINL INC$493,2580.26%1,485CommonNONE
422806109HEIHEICO CORP NEW$492,4240.26%2,783CommonNONE
704326107PAYXPAYCHEX INC$490,2140.26%4,382CommonNONE
277276101EGPEASTGROUP PPTYS INC$489,2050.26%2,818CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$485,0900.26%2,899CommonNONE
336433107FSLRFIRST SOLAR INC$483,5890.26%2,544CommonNONE
012348108AINALBANY INTL CORP$483,2840.26%5,181CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$483,1070.26%6,617CommonNONE
42226K105HRHEALTHCARE RLTY TR$481,0620.26%25,507CommonNONE
887389104TKRTIMKEN CO$478,0610.25%5,223CommonNONE
88033G407THCTENET HEALTHCARE CORP$473,9570.25%5,824CommonNONE
478160104JNJJOHNSON & JOHNSON$473,8840.25%2,863CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$470,3890.25%2,840CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$470,1960.25%3,743CommonNONE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$465,3820.25%6,619CommonNONE
576323109MTZMASTEC INC$465,2740.25%3,944CommonNONE
816300107SIGISELECTIVE INS GROUP INC$463,6300.25%4,832CommonNONE
62955J103NOVNOV INC$455,4880.24%28,397CommonNONE
680223104ORIOLD REP INTL CORP$453,9910.24%18,037CommonNONE
G54050102LAZLAZARD LTD$453,1520.24%14,161CommonNONE
92343E102VRSNVERISIGN INC$452,1660.24%2,001CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$445,2050.24%2,773CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$443,1950.24%5,113CommonNONE
11135F101AVGOBROADCOM INC$437,1850.23%504CommonNONE
466313103JBLJABIL INC$436,9010.23%4,048CommonNONE
729132100PLXSPLEXUS CORP$435,1050.23%4,429CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$435,0980.23%1,410CommonNONE
036752103ELVELEVANCE HEALTH INC$434,9600.23%979CommonNONE
493267108KEYKEYCORP$434,3170.23%47,004CommonNONE
790148100JOEST JOE CO$432,2080.23%8,941CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$429,6240.23%3,159CommonNONE
049560105ATOATMOS ENERGY CORP$429,0620.23%3,688CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$428,9780.23%1,219CommonNONE
896288107TNETTRINET GROUP INC$427,8400.23%4,505CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$427,7940.23%4,440CommonNONE
444859102HUMHUMANA INC$427,4560.23%956CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$427,2040.23%4,361CommonNONE
008073108AVAVAEROVIRONMENT INC$425,9960.23%4,165CommonNONE
680665205OLNOLIN CORP$425,7150.23%8,284CommonNONE
947890109WBSWEBSTER FINL CORP$424,1590.23%11,236CommonNONE
780287108RGLDROYAL GOLD INC$421,9310.23%3,676CommonNONE
115236101BROBROWN & BROWN INC$418,6850.22%6,082CommonNONE
G0084W101ADNTADIENT PLC$418,6460.22%10,925CommonNONE
438516106HONHONEYWELL INTL INC$414,1700.22%1,996CommonNONE
950755108WERNWERNER ENTERPRISES INC$413,7460.22%9,365CommonNONE
500754106KHCKRAFT HEINZ CO$411,0900.22%11,580CommonNONE
44267D107HOWARD HUGHES CORP$409,5950.22%5,190CommonNONE
749685103RPMRPM INTL INC$405,7590.22%4,522CommonNONE
531229854FWONKUSDLIBERTY MEDIA CORP DEL$405,1570.22%5,382CommonNONE
058498106BALLBALL CORP$403,9190.22%6,939CommonNONE
256163106DOCUDOCUSIGN INC$402,5380.21%7,879CommonNONE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$400,0390.21%5,945CommonNONE
64828T201RITMRITHM CAPITAL CORP$397,5990.21%42,524CommonNONE
316773100FITBFIFTH THIRD BANCORP$393,9360.21%15,030CommonNONE
857477103STTSTATE STR CORP$392,9030.21%5,369CommonNONE
H1467J104CBCHUBB LIMITED$391,6670.21%2,034CommonNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$389,6350.21%4,277CommonNONE
679295105OKTAOKTA INC$387,8750.21%5,593CommonNONE
011311107ALGALAMO GROUP INC$387,1310.21%2,105CommonNONE
147448104CWSTCASELLA WASTE SYS INC$386,9450.21%4,278CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$386,5360.21%2,021CommonNONE
384637104GHCGRAHAM HLDGS CO$386,3200.21%676CommonNONE
827048109SLGNSILGAN HLDGS INC$385,2010.21%8,215CommonNONE
29530P102ERIEERIE INDTY CO$384,9480.21%1,833CommonNONE
457730109INSPINSPIRE MED SYS INC$384,0490.20%1,183CommonNONE
011642105ALRMALARM COM HLDGS INC$380,0030.20%7,353CommonNONE
172755100CRUSCIRRUS LOGIC INC$379,6130.20%4,686CommonNONE
F21107101CSTMCONSTELLIUM SE$379,5520.20%22,067CommonNONE
637870106NSANATIONAL STORAGE AFFILIATES$374,0740.20%10,740CommonNONE
302081104EXLSEXLSERVICE HOLDINGS INC$374,0250.20%2,476CommonNONE
136635109CSIQCANADIAN SOLAR INC$373,0100.20%9,641CommonNONE
05329W102ANAUTONATION INC$372,5120.20%2,263CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$369,6080.20%7,646CommonNONE
126117100CNACNA FINL CORP$368,3190.20%9,537CommonNONE
37045V100GMGENERAL MTRS CO$367,8240.20%9,539CommonNONE
320517105FHNFIRST HORIZON CORPORATION$366,7600.20%32,543CommonNONE
70438V106PCTYPAYLOCITY HLDG CORP$365,0000.19%1,978CommonNONE
629377508NRGNRG ENERGY INC$363,3930.19%9,719CommonNONE
67059N108NTNXNUTANIX INC$363,0790.19%12,944CommonNONE
67066G104NVDANVIDIA CORPORATION$362,1050.19%856CommonNONE
247361702DALDELTA AIR LINES INC DEL$361,0660.19%7,595CommonNONE
209115104EDCONSOLIDATED EDISON INC$356,2660.19%3,941CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$354,3770.19%862CommonNONE
907818108UNPUNION PAC CORP$353,5830.19%1,728CommonNONE
117043109BCBRUNSWICK CORP$352,7110.19%4,071CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$350,4520.19%20,910CommonNONE
224441105CXTCRANE NXT CO$349,1940.19%6,187CommonNONE
219350105GLWCORNING INC$348,7530.19%9,953CommonNONE
697435105PANWPALO ALTO NETWORKS INC$348,0050.19%1,362CommonNONE
G0176J109ALLEALLEGION PLC$339,1770.18%2,826CommonNONE
29977A105EVREVERCORE INC$338,5130.18%2,739CommonNONE
G0585R106AGOASSURED GUARANTY LTD$338,4830.18%6,066CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$337,0990.18%5,639CommonNONE
410867105THGHANOVER INS GROUP INC$336,7160.18%2,979CommonNONE
81725T100SXTSENSIENT TECHNOLOGIES CORP$334,6670.18%4,705CommonNONE
50187T106LGIHLGI HOMES INC$333,4480.18%2,472CommonNONE
82900L102SMPLSIMPLY GOOD FOODS CO$333,2620.18%9,108CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$332,9830.18%2,130CommonNONE
418056107HASHASBRO INC$330,7160.18%5,106CommonNONE
74460D109PSAPUBLIC STORAGE$330,7000.18%1,133CommonNONE
12504L109CBRECBRE GROUP INC$330,1850.18%4,091CommonNONE
929042109VNOVORNADO RLTY TR$328,3880.18%18,103CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$321,3390.17%119CommonNONE
74736K101QRVOQORVO INC$320,8840.17%3,145CommonNONE
882508104TXNTEXAS INSTRS INC$320,7960.17%1,782CommonNONE
296315104ESEESCO TECHNOLOGIES INC$319,9700.17%3,090CommonNONE
18539C204CWENCLEARWAY ENERGY INC$319,4440.17%11,185CommonNONE
871829107SYYSYSCO CORP$318,9860.17%4,299CommonNONE
81619Q105SEMSELECT MED HLDGS CORP$318,9500.17%10,011CommonNONE
62482R10707WAMR COOPER GROUP INC$318,3740.17%6,287CommonNONE
302491303FMCFMC CORP$317,9240.17%3,047CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$316,3700.17%4,187CommonNONE
668771108GENGEN DIGITAL INC$315,5170.17%17,009CommonNONE
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679580100ODFLOLD DOMINION FREIGHT LINE IN$310,2200.17%839CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$309,7180.17%1,647CommonNONE
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78442P106SLMSLM CORP$309,4600.17%18,962CommonNONE
775711104ROLROLLINS INC$309,0610.16%7,216CommonNONE
225310101CACCCREDIT ACCEP CORP MICH$306,2820.16%603CommonNONE
92552V100VSATVIASAT INC$303,9210.16%7,366CommonNONE
516544103LNTHLANTHEUS HLDGS INC$303,7060.16%3,619CommonNONE
88076W103TDCTERADATA CORP DEL$303,6360.16%5,685CommonNONE
655844108NSCNORFOLK SOUTHN CORP$303,4050.16%1,338CommonNONE
05465C100AXAXOS FINANCIAL INC$303,0960.16%7,685CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$301,8620.16%2,650CommonNONE
48123V102ZDZIFF DAVIS INC$300,8380.16%4,294CommonNONE
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42824C109HPEHEWLETT PACKARD ENTERPRISE C$297,0410.16%17,681CommonNONE
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035710839NLYANNALY CAPITAL MANAGEMENT IN$294,7270.16%14,729CommonNONE
057665200BCPCBALCHEM CORP$293,7510.16%2,179CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$292,9800.16%1,333CommonNONE
518613203LAURLAUREATE EDUCATION INC$292,6990.16%24,210CommonNONE
750917106RMBSRAMBUS INC DEL$292,3590.16%4,556CommonNONE
001055102AFLAFLAC INC$291,1360.16%4,171CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$287,5090.15%3,791CommonNONE
78409V104SPGIS&P GLOBAL INC$287,0370.15%716CommonNONE
62886E108VYXNCR CORP NEW$285,7930.15%11,341CommonNONE
29355A107ENPHENPHASE ENERGY INC$285,3860.15%1,704CommonNONE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$282,7800.15%12,064CommonNONE
56418H100MANMANPOWERGROUP INC WIS$282,5850.15%3,559CommonNONE
55305B101MHOM/I HOMES INC$277,7870.15%3,186CommonNONE
830566105SKAASKECHERS U S A INC$276,5180.15%5,251CommonNONE
45826H109ITGRINTEGER HLDGS CORP$273,8940.15%3,091CommonNONE
78454L100SMSM ENERGY CO$271,3850.14%8,580CommonNONE
92556V106VTRSVIATRIS INC$269,6600.14%27,020CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$267,8670.14%21,361CommonNONE
736508847PORPORTLAND GEN ELEC CO$267,3520.14%5,709CommonNONE
191098102COKECOCA COLA CONS INC$264,5840.14%416CommonNONE
05379B107AVAAVISTA CORP$264,4830.14%6,735CommonNONE
482480100KLACKLA CORP$264,3360.14%545CommonNONE
744320102PRUPRUDENTIAL FINL INC$264,2190.14%2,995CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$262,7340.14%1,430CommonNONE
89055F103BLDTOPBUILD CORP$262,5620.14%987CommonNONE
896239100TRMBTRIMBLE INC$258,9820.14%4,892CommonNONE
04316A108APAMARTISAN PARTNERS ASSET MGMT$258,3060.14%6,571CommonNONE
436440101HO1HOLOGIC INC$253,9220.14%3,136CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$253,8510.14%1,806CommonNONE
23331A109DHID R HORTON INC$253,7240.14%2,085CommonNONE
459044103IBOCINTERNATIONAL BANCSHARES COR$253,2220.14%5,729CommonNONE
G97822103PRGOPERRIGO CO PLC$251,1280.13%7,397CommonNONE
745867101PHMPULTE GROUP INC$250,7510.13%3,228CommonNONE
G16962105BGUSDBUNGE LIMITED$247,0080.13%2,618CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$245,1390.13%191CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$243,7780.13%2,612CommonNONE
55306N104MKSIMKS INSTRS INC$243,7660.13%2,255CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$242,9330.13%1,279CommonNONE
860630102SFSTIFEL FINL CORP$242,7970.13%4,069CommonNONE
36251C103GMS1EURGMS INC$241,5770.13%3,491CommonNONE
969457100WMBWILLIAMS COS INC$241,4290.13%7,399CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$241,3250.13%14,339CommonNONE
723787107PXDEURPIONEER NAT RES CO$240,3290.13%1,160CommonNONE
985817105YELPYELP INC$237,5020.13%6,523CommonNONE
703395103PDCOEURPATTERSON COS INC$237,1110.13%7,129CommonNONE
74762E102QUREQUANTA SVCS INC$236,7220.13%1,205CommonNONE
781846209RUSHARUSH ENTERPRISES INC$236,4610.13%3,893CommonNONE
68235P108OGSONE GAS INC$236,1910.13%3,075CommonNONE
60468T105MRTXEURMIRATI THERAPEUTICS INC$233,6170.12%6,466CommonNONE
201723103CMCCOMMERCIAL METALS CO$233,1260.12%4,427CommonNONE
19247G107COHRCOHERENT CORP$233,0810.12%4,572CommonNONE
374689107ROCKGIBRALTAR INDS INC$233,0560.12%3,704CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$232,3610.12%2,029CommonNONE
052800109ALVAUTOLIV INC$231,0540.12%2,717CommonNONE
15135B101CNCCENTENE CORP DEL$230,4090.12%3,416CommonNONE
552690109MDUMDU RES GROUP INC$229,6490.12%10,967CommonNONE
59001A102MTHMERITAGE HOMES CORP$229,4820.12%1,613CommonNONE
922475108VEEVVEEVA SYS INC$229,3670.12%1,160CommonNONE
16115Q308GTLSCHART INDS INC$228,0200.12%1,427CommonNONE
359694106FULFULLER H B CO$227,9020.12%3,187CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$225,7270.12%542CommonNONE
466032109JJSFJ & J SNACK FOODS CORP$224,2380.12%1,416CommonNONE
004498101ACIWACI WORLDWIDE INC$223,2200.12%9,634CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$222,0300.12%3,736CommonNONE
25754A201DPZDOMINOS PIZZA INC$221,4020.12%657CommonNONE
007973100AEISADVANCED ENERGY INDS$221,3400.12%1,986CommonNONE
G9456A100GLNGGOLAR LNG LTD$220,9620.12%10,955CommonNONE
71943U104DOCUSDPHYSICIANS RLTY TR$220,8760.12%16,052CommonNONE
552676108MDC1USDM D C HLDGS INC$219,6320.12%4,696CommonNONE
012653101ALBALBEMARLE CORP$219,0740.12%982CommonNONE
89469A104THSTREEHOUSE FOODS INC$219,0520.12%4,348CommonNONE
05352A100AVTRAVANTOR INC$218,9360.12%10,659CommonNONE
G0692U109AXSAXIS CAP HLDGS LTD$218,8190.12%4,065CommonNONE
852234103XYZBLOCK INC$218,0170.12%3,275CommonNONE
83304A106SNAPSNAP INC$217,7610.12%18,392CommonNONE
48251W104KKRKKR & CO INC$215,9920.12%3,857CommonNONE
104674106BRCBRADY CORP$215,4920.11%4,530CommonNONE
758750103RRXREGAL REXNORD CORPORATION$214,9980.11%1,397CommonNONE
222070203COTYCOTY INC$214,9400.11%17,489CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$214,4580.11%2,273CommonNONE
047649108ATKRATKORE INC$213,7940.11%1,371CommonNONE
023608102AEEAMEREN CORP$213,4850.11%2,614CommonNONE
49456B101KMIKINDER MORGAN INC DEL$213,3210.11%12,388CommonNONE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$212,9520.11%4,456CommonNONE
83001A102SIXEURSIX FLAGS ENTMT CORP NEW$212,4900.11%8,179CommonNONE
737630103PCHPOTLATCHDELTIC CORPORATION$210,0260.11%3,974CommonNONE
207410101CNMDCONMED CORP$209,5420.11%1,542CommonNONE
G1890L107CPRICAPRI HOLDINGS LIMITED$208,8800.11%5,820CommonNONE
974155103WINGWINGSTOP INC$208,5670.11%1,042CommonNONE
26969P108EXPEAGLE MATLS INC$207,4850.11%1,113CommonNONE
773903109ROKROCKWELL AUTOMATION INC$206,5650.11%627CommonNONE
92839U206VCVISTEON CORP$204,7880.11%1,426CommonNONE
44980X109IPGPIPG PHOTONICS CORP$204,2730.11%1,504CommonNONE
531229607LIBERTY MEDIA CORP DEL$200,3730.11%6,122CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$200,3250.11%665CommonNONE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$192,4140.10%20,127CommonNONE
46590V100JBGSJBG SMITH PPTYS$187,2930.10%12,453CommonNONE
867892101SHOSUNSTONE HOTEL INVS INC NEW$183,1520.10%18,098CommonNONE
904311107UAAUNDER ARMOUR INC$181,0130.10%25,071CommonNONE
25960P109DEIDOUGLAS EMMETT INC$171,5300.09%13,646CommonNONE
205768302CRKCOMSTOCK RES INC$162,3770.09%13,998CommonNONE
925550105VIAVVIAVI SOLUTIONS INC$160,8180.09%14,194CommonNONE
G68707101PAGSPAGSEGURO DIGITAL LTD$153,9660.08%16,310CommonNONE
845467109SWN1EURSOUTHWESTERN ENERGY CO$153,5800.08%25,554CommonNONE
37247D106GNWGENWORTH FINL INC$149,5300.08%29,906CommonNONE
74965L101RLJRLJ LODGING TR$146,5530.08%14,270CommonNONE
959802109WUWESTERN UN CO$141,0300.08%12,023CommonNONE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$132,0670.07%15,321CommonNONE
45667G103INFNEURINFINERA CORP$124,0540.07%25,684CommonNONE
H8817H100RIGTRANSOCEAN LTD$111,5640.06%15,915CommonNONE
52603A208LCLENDINGCLUB CORP$105,2810.06%10,798CommonNONE
019770106ALLOALLOGENE THERAPEUTICS INC$80,5290.04%16,203CommonNONE
20337X109VISNCOMMSCOPE HLDG CO INC$60,3370.03%10,717CommonNONE
56400P706MNKDMANNKIND CORP$54,0740.03%13,286CommonNONE
01671P100ALLKGUSDALLAKOS INC$49,1460.03%11,272CommonNONE
90214J1012U INC$45,0760.02%11,185CommonNONE

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.