MondegarAI
Virtus Investment Advisers, LLC

Q3 2024 · 13F-HR

Virtus Investment Advisers, LLCholdings as filed

Filed 2024-11-14 · accession 0001862664-24-000008

$127.1M
Reported value
340
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
45104G104IBNICICI BANK LIMITED$3.8M2.95%125,677CommonSHARED
92790A702VCLNVIRTUS ETF TR II$2.9M2.27%145,801CommonSHARED
47103U845JAAAJANUS DETROIT STR TR$2.2M1.72%43,095CommonSHARED
594918104MSFTMICROSOFT CORP$2.1M1.62%4,789CommonSHARED
87724P106TMHCTAYLOR MORRISON HOME CORP$1.9M1.51%27,344CommonSHARED
204166102CVLTCOMMVAULT SYS INC$1.9M1.50%12,409CommonSHARED
92337F107VCYTVERACYTE INC$1.9M1.49%55,798CommonSHARED
037833100AAPLAPPLE INC$1.9M1.49%8,148CommonSHARED
068463108BBSIBARRETT BUSINESS SVCS INC$1.8M1.40%47,412CommonSHARED
497266106KEXKIRBY CORP$1.7M1.37%14,189CommonSHARED
498894104KNFKNIFE RIVER CORP$1.6M1.28%18,146CommonSHARED
67066G104NVDANVIDIA CORPORATION$1.6M1.28%13,354CommonSHARED
000899104ADMAADMA BIOLOGICS INC$1.6M1.22%77,897CommonSHARED
629209305NMIHNMI HLDGS INC$1.5M1.22%37,606CommonSHARED
98956A105ZETAZETA GLOBAL HOLDINGS CORP$1.4M1.09%46,421CommonSHARED
256163106DOCUDOCUSIGN INC$1.3M1.03%21,170CommonSHARED
74164F103PRIMPRIMORIS SVCS CORP$1.3M0.99%21,682CommonSHARED
29084Q100EMEEMCOR GROUP INC$1.2M0.98%2,902CommonSHARED
14167L103CDNACAREDX INC$1.2M0.97%39,445CommonSHARED
404251100HNIHNI CORP$1.1M0.90%21,250CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$1.1M0.86%3,876CommonSHARED
48666K109KBHKB HOME$1.1M0.84%12,476CommonSHARED
410120109HWCHANCOCK WHITNEY CORPORATION$1.0M0.81%20,014CommonSHARED
858155203GJBSTEELCASE INC$1.0M0.79%74,600CommonSHARED
89346D107TACTRANSALTA CORP$1.0M0.79%96,983CommonSHARED
783549108RRYDER SYS INC$897,5450.71%6,156CommonSHARED
552848103MTGMGIC INVT CORP WIS$872,2940.69%34,074CommonSHARED
615394202MOG/AMOOG INC$868,6860.68%4,300CommonSHARED
19459J104COLLCOLLEGIUM PHARMACEUTICAL INC$848,8820.67%21,969CommonSHARED
35905A109FTDRFRONTDOOR INC$840,9770.66%17,524CommonSHARED
09239B109BLBLACKLINE INC$840,4440.66%15,242CommonSHARED
759351604RGAREINSURANCE GRP OF AMERICA I$827,9060.65%3,800CommonSHARED
02079K305GOOGLALPHABET INC$822,6160.65%4,960CommonSHARED
729640102PLYMPLYMOUTH INDL REIT INC$802,3000.63%35,500CommonSHARED
199908104FIXCOMFORT SYS USA INC$799,8270.63%2,049CommonSHARED
03073E105CORCENCORA INC$797,6840.63%3,544CommonSHARED
76680R206RNGRINGCENTRAL INC$790,7500.62%25,000CommonSHARED
55305B101MHOM/I HOMES INC$788,2560.62%4,600CommonSHARED
398433102GFFGRIFFON CORP$772,1700.61%11,031CommonSHARED
743312100PRGSPROGRESS SOFTWARE CORP$763,3020.60%11,330CommonSHARED
733174700BPOPPOPULAR INC$762,0520.60%7,600CommonSHARED
05968L102CIBEURBANCOLOMBIA S A$761,7180.60%24,274CommonSHARED
095306106BLBDBLUE BIRD CORP$760,7890.60%15,863CommonSHARED
589889104MMSIMERIT MED SYS INC$758,9160.60%7,679CommonSHARED
18467V109YOUCLEAR SECURE INC$749,5270.59%22,617CommonSHARED
65341D102NXRTNEXPOINT RESIDENTIAL TR INC$734,9670.58%16,700CommonSHARED
00182C103ANIPANI PHARMACEUTICALS INC$734,9520.58%12,319CommonSHARED
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$725,5420.57%10,063CommonSHARED
133131102CPTCAMDEN PPTY TR$705,8500.56%5,714CommonSHARED
023135106AMZNAMAZON COM INC$655,8820.52%3,520CommonSHARED
90385V107UCTTULTRA CLEAN HLDGS INC$652,1770.51%16,333CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$634,8780.50%1,412CommonSHARED
740367404PFBCPREFERRED BK LOS ANGELES CA$612,9500.48%7,638CommonSHARED
745867101PHMPULTE GROUP INC$611,5810.48%4,261CommonSHARED
05156V102AUPHAURINIA PHARMACEUTICALS INC$607,1290.48%82,828CommonSHARED
896442308TRINTRINITY CAP INC$589,7660.46%43,461CommonSHARED
670837103OGEOGE ENERGY CORP$585,5190.46%14,274CommonSHARED
749607107RLIRLI CORP$578,5400.46%3,733CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$575,9600.45%5,500CommonSHARED
26969P108EXPEAGLE MATLS INC$575,3000.45%2,000CommonSHARED
531229771FWONALIBERTY MEDIA CORP DEL$566,0880.45%7,914CommonSHARED
92552R406PRSUVIAD CORP$562,9250.44%15,711CommonSHARED
466032109JJSFJ & J SNACK FOODS CORP$553,8820.44%3,218CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$552,3310.43%3,882CommonSHARED
147528103CASYCASEYS GEN STORES INC$551,1670.43%1,467CommonSHARED
76171L106REYNREYNOLDS CONSUMER PRODS INC$550,5320.43%17,702CommonSHARED
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$548,2270.43%24,344CommonSHARED
039653100ACAARCOSA INC$540,1320.42%5,700CommonSHARED
55825T103MSGSMADISON SQUARE GRDN SPRT COR$539,8100.42%2,592CommonSHARED
16359R103CHECHEMED CORP NEW$537,8680.42%895CommonSHARED
172908105CTASCINTAS CORP$536,1120.42%2,604CommonSHARED
64110D104NTAPNETAPP INC$531,0930.42%4,300CommonSHARED
073685109BECNUSDBEACON ROOFING SUPPLY INC$527,2230.41%6,100CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$524,9090.41%3,292CommonSHARED
784730103SSRMSSR MINING IN$519,7200.41%91,500CommonSHARED
78648T100SAFTSAFETY INS GROUP INC$518,8940.41%6,345CommonSHARED
451107106IDAIDACORP INC$515,9650.41%5,005CommonSHARED
55336V100MPLXMPLX LP$515,7360.41%11,600CommonSHARED
26210C104DBXDROPBOX INC$495,8850.39%19,500CommonSHARED
800422107JBSSSANFILIPPO JOHN B & SON INC$494,0900.39%5,239CommonSHARED
65473P105NINISOURCE INC$485,6200.38%14,015CommonSHARED
38526M106LOPEGRAND CANYON ED INC$481,7230.38%3,396CommonSHARED
83200N103SMARGBPSMARTSHEET INC$481,3000.38%8,694CommonSHARED
030506109AMWDAMERICAN WOODMARK CORPORATIO$477,2490.38%5,107CommonSHARED
458665304TILEINTERFACE INC$474,2500.37%25,000CommonSHARED
38173M102GBDCGOLUB CAP BDC INC$471,2200.37%31,186CommonSHARED
422806109HEIHEICO CORP NEW$467,5260.37%1,788CommonSHARED
86272C103STRASTRATEGIC ED INC$465,8970.37%5,034CommonSHARED
09739D100BCCBOISE CASCADE CO DEL$462,8370.36%3,283CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$459,1520.36%3,985CommonSHARED
30303M102METAMETA PLATFORMS INC$458,5240.36%801CommonSHARED
36237H101GIIIG III APPAREL GROUP LTD$457,8000.36%15,000CommonSHARED
343498101FLOFLOWERS FOODS INC$455,5860.36%19,748CommonSHARED
632307104NTRANATERA INC$452,7040.36%3,566CommonSHARED
318672706FBPFIRST BANCORP P R$444,5700.35%21,000CommonSHARED
00724F101ADBEADOBE INC$433,3820.34%837CommonSHARED
98983V106ZUOUSDZUORA INC$430,1380.34%49,900CommonSHARED
71639T106PETQEURPETIQ INC$421,5490.33%13,700CommonSHARED
125523100CITHE CIGNA GROUP$417,1140.33%1,204CommonSHARED
14888U101CPRXCATALYST PHARMACEUTICALS INC$411,7740.32%20,713CommonSHARED
90184D100TWSTTWIST BIOSCIENCE CORP$406,8010.32%9,004CommonSHARED
71363P106PRDOPERDOCEO ED CORP$404,8570.32%18,204CommonSHARED
029899101AWRAMER STATES WTR CO$400,0420.31%4,803CommonSHARED
68554V108OSURORASURE TECHNOLOGIES INC$392,4130.31%91,900CommonSHARED
88162G103TTEKTETRA TECH INC NEW$391,6640.31%8,305CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$390,2440.31%739CommonSHARED
234264109DAKTDAKTRONICS INC$387,6870.30%30,030CommonSHARED
92826C839VVISA INC$382,7300.30%1,392CommonSHARED
29261A100EHCENCOMPASS HEALTH CORP$376,9930.30%3,901CommonSHARED
723484101PNWPINNACLE WEST CAP CORP$367,2060.29%4,145CommonSHARED
91529Y106UNMUNUM GROUP$362,8810.29%6,105CommonSHARED
45781M101INVAINNOVIVA INC$356,4240.28%18,458CommonSHARED
743315103PGRPROGRESSIVE CORP$352,7260.28%1,390CommonSHARED
58933Y105MRKMERCK & CO INC$350,9000.28%3,090CommonSHARED
978097103WWWWOLVERINE WORLD WIDE INC$350,1420.28%20,100CommonSHARED
45827U109INTAINTAPP INC$348,2020.27%7,280CommonSHARED
00653Q102AHCOADAPTHEALTH CORP$345,8840.27%30,800CommonSHARED
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$345,5020.27%14,671CommonSHARED
57686G105MATXMATSON INC$342,2880.27%2,400CommonSHARED
86333M108LRNSTRIDE INC$341,2400.27%4,000CommonSHARED
68629Y103ONLORION OFFICE REIT INC$338,8000.27%84,700CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$338,1340.27%2,413CommonSHARED
00847J105AGYSAGILYSYS INC$338,0250.27%3,102CommonSHARED
30161Q104EXELEXELIXIS INC$337,3500.27%13,000CommonSHARED
860897107SFIXSTITCH FIX INC$330,4620.26%117,185CommonSHARED
128030202CALMCAL MAINE FOODS INC$329,8200.26%4,407CommonSHARED
689648103OTTROTTER TAIL CORP$327,0210.26%4,184CommonSHARED
49926D109KNKNOWLES CORP$326,3430.26%18,100CommonSHARED
002896207ANFABERCROMBIE & FITCH CO$324,8480.26%2,322CommonSHARED
34354P105FLSFLOWSERVE CORP$323,5790.25%6,260CommonSHARED
227483104CCRNCROSS CTRY HEALTHCARE INC$322,5600.25%24,000CommonSHARED
74736L109QTWOQ2 HLDGS INC$322,1910.25%4,039CommonSHARED
750236101RDNRADIAN GROUP INC$318,8700.25%9,192CommonSHARED
871332102SLVMSYLVAMO CORP$317,6450.25%3,700CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$315,6620.25%540CommonSHARED
781846209RUSHARUSH ENTERPRISES INC$314,2860.25%5,949CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$313,8320.25%564CommonSHARED
054540208ACLSAXCELIS TECHNOLOGIES INC$299,4520.24%2,856CommonSHARED
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$296,4700.23%6,109CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$295,4360.23%2,512CommonSHARED
62944T105NVRNVR INC$294,3540.23%30CommonSHARED
37247D106GNWGENWORTH FINL INC$289,3580.23%42,242CommonSHARED
23918K108DVADAVITA INC$287,3690.23%1,753CommonSHARED
292218104EIGEMPLOYERS HLDGS INC$287,2440.23%5,988CommonSHARED
903002103UMHUMH PPTYS INC$287,1820.23%14,600CommonSHARED
03168L105AMRXAMNEAL PHARMACEUTICALS INC$287,1230.23%34,510CommonSHARED
03071H100AMSFAMERISAFE INC$285,0500.22%5,898CommonSHARED
78409V104SPGIS&P GLOBAL INC$284,1410.22%550CommonSHARED
705573103PEGAPEGASYSTEMS INC$280,3730.22%3,836CommonSHARED
90278Q108UFPIUFP INDUSTRIES INC$280,2650.22%2,136CommonSHARED
742718109PGPROCTER AND GAMBLE CO$280,2380.22%1,618CommonSHARED
718172109PMPHILIP MORRIS INTL INC$278,8560.22%2,297CommonSHARED
02209S103MOALTRIA GROUP INC$278,1680.22%5,450CommonSHARED
948849104WMKWEIS MKTS INC$277,2360.22%4,022CommonSHARED
926400102VSCOVICTORIAS SECRET AND CO$274,6300.22%10,686CommonSHARED
671044105OSISOSI SYSTEMS INC$272,6870.21%1,796CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$271,5530.21%590CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$265,8820.21%3,700CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$264,7160.21%2,550CommonSHARED
086516101BBYBEST BUY INC$263,4150.21%2,550CommonSHARED
124411109BYBYLINE BANCORP INC$261,8110.21%9,780CommonSHARED
40412C101HCAHCA HEALTHCARE INC$259,3020.20%638CommonSHARED
30063P105EXKEXACT SCIENCES CORP$258,8560.20%3,800CommonSHARED
267475101DYDYCOM INDS INC$256,2300.20%1,300CommonSHARED
56035L104MAINMAIN STR CAP CORP$255,4130.20%5,094CommonSHARED
12504L109CBRECBRE GROUP INC$253,9390.20%2,040CommonSHARED
913259107UTLUNITIL CORP$253,0430.20%4,177CommonSHARED
69007J106OUTFRONT MEDIA INC$252,6150.20%13,744CommonSHARED
525327102LDOSLEIDOS HOLDINGS INC$251,0200.20%1,540CommonSHARED
690742101OCOWENS CORNING NEW$250,4820.20%1,419CommonSHARED
92276F100VTRVENTAS INC$250,1070.20%3,900CommonSHARED
05684B107BCSFBAIN CAP SPECIALTY FIN INC$249,6810.20%15,041CommonSHARED
615369105MCOMOODYS CORP$246,7870.19%520CommonSHARED
526107107LIILENNOX INTL INC$246,5500.19%408CommonSHARED
001055102AFLAFLAC INC$245,9600.19%2,200CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$244,8240.19%300CommonSHARED
000957100ABMABM INDS INC$242,6960.19%4,600CommonSHARED
149123101CATCATERPILLAR INC$238,5830.19%610CommonSHARED
74022D407PDSPRECISION DRILLING CORP$237,3530.19%3,850CommonSHARED
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$235,1180.18%4,380CommonSHARED
37045V100GMGENERAL MTRS CO$234,6480.18%5,233CommonSHARED
87357P100TCMDTACTILE SYS TECHNOLOGY INC$233,7750.18%16,001CommonSHARED
57638P104MBCMASTERBRAND INC$233,0660.18%12,571CommonSHARED
482480100KLACKLA CORP$232,3230.18%300CommonSHARED
358029106FMSFRESENIUS MEDICAL CARE AG$225,7800.18%10,600CommonSHARED
69331C108PCGPG&E CORP$225,0420.18%11,383CommonSHARED
40637H109HALOHALOZYME THERAPEUTICS INC$224,7810.18%3,927CommonSHARED
314211103FHIFEDERATED HERMES INC$222,9730.18%6,064CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$222,2840.17%1,085CommonSHARED
09075A108BVSBIOVENTUS INC$216,9040.17%18,151CommonSHARED
87265H109T86TRI POINTE HOMES INC$212,9570.17%4,700CommonSHARED
154760409CPFCENTRAL PAC FINL CORP$211,5570.17%7,169CommonSHARED
513847103MZTILANCASTER COLONY CORP$209,7650.16%1,188CommonSHARED
203668108CYHCOMMUNITY HEALTH SYS INC NEW$205,5790.16%33,868CommonSHARED
931142103WMTWALMART INC$205,2670.16%2,542CommonSHARED
98978V103ZTSZOETIS INC$201,2410.16%1,030CommonSHARED
92346J108VCELVERICEL CORP$201,1100.16%4,760CommonSHARED
576323109MTZMASTEC INC$200,6530.16%1,630CommonSHARED
94106L109WMWASTE MGMT INC DEL$196,1820.15%945CommonSHARED
883203101TXTTEXTRON INC$194,8760.15%2,200CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$194,5820.15%3,901CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$193,7800.15%919CommonSHARED
02079K107GOOGALPHABET INC$192,2690.15%1,150CommonSHARED
022671101AMALAMALGAMATED FINANCIAL CORP$191,3570.15%6,100CommonSHARED
156727109CRNCCERENCE INC$189,0000.15%60,000CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$185,2380.15%2,069CommonSHARED
00130H105AESAES CORP$183,5490.14%9,150CommonSHARED
571903202MARMARRIOTT INTL INC NEW$181,4780.14%730CommonSHARED
92840M102VSTVISTRA CORP$179,1140.14%1,511CommonSHARED
115236101BROBROWN & BROWN INC$178,6060.14%1,724CommonSHARED
857477103STTSTATE STR CORP$176,9400.14%2,000CommonSHARED
00445A100ACELYRIN INC$176,0010.14%35,700CommonSHARED
900450206TBCHTURTLE BEACH CORP$168,7400.13%11,000CommonSHARED
827048109SLGNSILGAN HLDGS INC$167,4750.13%3,190CommonSHARED
00287Y109ABBVABBVIE INC$166,6730.13%844CommonSHARED
478160104JNJJOHNSON & JOHNSON$165,1390.13%1,019CommonSHARED
11135F101AVGOBROADCOM INC$156,9750.12%910CommonSHARED
98419M100XYLXYLEM INC$148,5330.12%1,100CommonSHARED
309627107FMNBFARMERS NATIONAL BANC CORP$148,1760.12%9,800CommonSHARED
58155Q103MCKMCKESSON CORP$147,3370.12%298CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$145,0550.11%1,732CommonSHARED
42222N103HSTMHEALTHSTREAM INC$144,6330.11%5,015CommonSHARED
152006102CGAUCENTERRA GOLD INC$143,2000.11%20,000CommonSHARED
72147K108PPCPILGRIMS PRIDE CORP$138,1500.11%3,000CommonSHARED
038222105AMATAPPLIED MATLS INC$134,5650.11%666CommonSHARED
872540109TJXTJX COS INC NEW$134,2310.11%1,142CommonSHARED
921659108VNDAVANDA PHARMACEUTICALS INC$132,5160.10%28,255CommonSHARED
231021106CMICUMMINS INC$129,5160.10%400CommonSHARED
47103N106JBIJANUS INTERNATIONAL GROUP IN$129,0140.10%12,761CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$127,0190.10%459CommonSHARED
59156R108METMETLIFE INC$127,0190.10%1,540CommonSHARED
00090Q103ADTADT INC DEL$126,1350.10%17,446CommonSHARED
63888U108NGVCNATURAL GROCERS BY VITAMIN C$125,9750.10%4,243CommonSHARED
929566107WNCWABASH NATL CORP$125,1960.10%6,524CommonSHARED
285512109EAELECTRONIC ARTS INC$124,7930.10%870CommonSHARED
969904101WSMWILLIAMS SONOMA INC$123,9360.10%800CommonSHARED
98985Y108ZYMEZYMEWORKS INC$123,2280.10%9,819CommonSHARED
09227Q100BLKBBLACKBAUD INC$122,7860.10%1,450CommonSHARED
035710839NLYANNALY CAPITAL MANAGEMENT IN$118,0120.09%5,880CommonSHARED
75585H206REAXTHE REAL BROKERAGE INC$117,4880.09%21,169CommonSHARED
880890108TXTERNIUM SA$111,2840.09%3,015CommonSHARED
501044101KRKROGER CO$110,3030.09%1,925CommonSHARED
257701201DGICADONEGAL GROUP INC$109,6210.09%7,437CommonSHARED
88579Y101MMM3M CO$108,5400.09%794CommonSHARED
122017AD8BURL 1.25 12/15/27BURLINGTON STORES INC$108,4550.09%77,000CommonSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$107,2350.08%30,000CommonSOLE
540424108LLOEWS CORP$104,0300.08%1,316CommonSHARED
747525103QCOMQUALCOMM INC$102,3700.08%602CommonSHARED
209115104EDCONSOLIDATED EDISON INC$101,1100.08%971CommonSHARED
635017106FIZZNATIONAL BEVERAGE CORP$98,5740.08%2,100CommonSHARED
683416101OOMAOOMA INC$97,9650.08%8,601CommonSHARED
695127100PCRXPACIRA BIOSCIENCES INC$97,8250.08%6,500CommonSHARED
737446104POSTPOST HLDGS INC$93,7580.07%810CommonSHARED
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$93,3080.07%65,000CommonSOLE
50105F105KROKRONOS WORLDWIDE INC$91,5700.07%7,355CommonSHARED
927651109VIRCVIRCO MFG CO$90,3040.07%6,539CommonSHARED
001228501MITTAG MTG INVT TR INC$86,3650.07%11,500CommonSHARED
697435AF2PANW 0.375 06/01/25PALO ALTO NETWORKS INC$85,9000.07%25,000CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$84,6250.07%66CommonSHARED
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$80,8200.06%45,000CommonSOLE
191216100KOCOCA COLA CO$80,6990.06%1,123CommonSHARED
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$79,8190.06%61,000CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$76,0090.06%467CommonSHARED
92915B106VYGRVOYAGER THERAPEUTICS INC$73,9910.06%12,648CommonSHARED
23804LAB9DDOG 0.125 06/15/25DATADOG INC$72,5200.06%56,000CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$70,6570.06%6,807CommonSHARED
743312AB6PRGS 1 04/15/26PROGRESS SOFTWARE CORP$69,3000.05%56,000CommonSOLE
79466L302CRMSALESFORCE INC$67,8800.05%248CommonSHARED
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$67,8540.05%73,000CommonSOLE
369604301GEGE AEROSPACE$67,5120.05%358CommonSHARED
682680103OKEONEOK INC NEW$67,4360.05%740CommonSHARED
44952J104CRGYCRESCENT ENERGY COMPANY$67,4080.05%6,156CommonSHARED
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$66,7430.05%55,000CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$63,4800.05%60,000CommonSOLE
81762P102NOWSERVICENOW INC$62,6070.05%70CommonSHARED
98980GAB8ZS 0.125 07/01/25ZSCALER INC$62,2200.05%51,000CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$61,6860.05%535CommonSHARED
443573AD2HUBS 0.375 06/01/25HUBSPOT INC$60,1920.05%32,000CommonSOLE
453204AD1PI 1.125 05/15/27IMPINJ INC$59,9670.05%30,000CommonSOLE
62886HAX9NCLH 5.375 08/01/25NCL CORP LTD$59,4720.05%48,000CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$59,3420.05%266CommonSHARED
86333MAA6LRN 1.125 09/01/27STRIDE INC$58,9050.05%35,000CommonSOLE
02043QAB3ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC$54,9430.04%47,000CommonSOLE
343412AJ1FLR 1.125 08/15/29FLUOR CORP$53,7240.04%44,000CommonSOLE
45867GAD3IDCC 3.5 06/01/27INTERDIGITAL INC$51,8440.04%28,000CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$51,6720.04%52,000CommonSOLE
45784PAK7PODD 0.375 09/01/26INSULET CORP$51,3210.04%43,000CommonSOLE
00922RAD7AIR TRANS SVCS GROUP INC$49,7720.04%53,000CommonSOLE
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARMACEUTICAL INC$49,0430.04%39,000CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$48,3630.04%49,000CommonSOLE
501812AB7LCII 1.125 05/15/26LCI INDS$47,5640.04%47,000CommonSOLE
737446AT1POST 2.5 08/15/27POST HLDGS INC$47,5600.04%40,000CommonSOLE
62957HAL9NBR 1.75 06/15/29NABORS INDS INC$47,4560.04%61,000CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$47,2540.04%49,000CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXACT SCIENCES CORP$46,7250.04%50,000CommonSOLE
05464CAB7AXON 0.5 12/15/27AXON ENTERPRISE INC$46,6310.04%26,000CommonSOLE
629377CG5NRG 2.75 06/01/48NRG ENERGY INC$46,5470.04%21,000CommonSOLE
82452JAB5FOUR 0 12/15/25SHIFT4 PMTS INC$46,1890.04%38,000CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME THERAPEUTICS INC$45,1250.04%38,000CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$45,0000.04%45,000CommonSOLE
125896BX7CMS 3.375 05/01/28CMS ENERGY CORP$44,9820.04%42,000CommonSOLE
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$44,9690.04%58,000CommonSOLE
126349AH2CSGS 3.875 09/15/28CSG SYS INTL INC$44,8430.04%45,000CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$44,5050.04%46,000CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$42,5070.03%19,000CommonSOLE
679295AF2OKTA 0.375 06/15/26OKTA INC$42,3920.03%46,000CommonSOLE
26884U208EPR 5.75 PERP CEPR PPTYS$41,6150.03%1,857CommonSHARED
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$41,6080.03%52,000CommonSOLE
465741AN6ITRI 0 03/15/26ITRON INC$40,7360.03%39,000CommonSOLE
922417AJ9VECO 2.875 06/01/29VEECO INSTRS INC DEL$40,3900.03%30,000CommonSOLE
090043AD2BILL 0 04/01/27BILL HOLDINGS INC$39,7580.03%45,000CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$38,7900.03%45,000CommonSOLE
76680RAH0RNG 0 03/15/26RINGCENTRAL INC$38,5350.03%42,000CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$38,5200.03%41,000CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$38,2120.03%41,000CommonSOLE
00827BAB2AFRM 0 11/15/26AFFIRM HLDGS INC$38,0550.03%43,000CommonSOLE
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$38,0510.03%39,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$37,7820.03%41,000CommonSOLE
405024AB6HAE 0 03/01/26HAEMONETICS CORP MASS$37,7200.03%41,000CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$37,1830.03%38,000CommonSOLE
91688FAB0UPWK 0.25 08/15/26UPWORK INC$36,4880.03%40,000CommonSOLE
64049MAB6NEO 0.25 01/15/28NEOGENOMICS INC$36,4100.03%44,000CommonSOLE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$35,2800.03%36,000CommonSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$34,4370.03%39,000CommonSOLE
852234AF0XYZ 0.125 03/01/25BLOCK INC$34,2130.03%35,000CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$34,1540.03%32,000CommonSOLE
68213NAD1OMCL 0.25 09/15/25OMNICELL COM$33,4030.03%35,000CommonSOLE
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$33,2680.03%35,000CommonSOLE
40171VAA8GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC$32,0700.03%20,000CommonSOLE
87484T108TALOTALOS ENERGY INC$30,7710.02%2,973CommonSHARED
060505682BAC 7.25 PERP LBANK AMERICA CORP$28,0060.02%22CommonSHARED
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$26,2350.02%22,000CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$22,2400.02%20,000CommonSOLE
23248VAB1CYBR 0 11/15/24CYBERARK SOFTWARE LTD$22,2000.02%12,000CommonSOLE
922280AB8VRNS 1.25 08/15/25VARONIS SYS INC$22,1580.02%12,000CommonSOLE
516544AB9LNTH 2.625 12/15/27LANTHEUS HLDGS INC$21,7280.02%14,000CommonSOLE
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$20,4300.02%15,000CommonSOLE
92940WAD1WIX 0 08/15/25WIX COM LTD$19,0500.01%20,000CommonSOLE
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$18,7220.01%20,000CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$10,8080.01%12,000CommonSOLE

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.