MondegarAI
Polymer Capital Management (US) LLC

Q1 2025 · 13F-HR

Polymer Capital Management (US) LLCholdings as filed

Filed 2025-05-15 · accession 0001973324-25-000006

$387.8M
Reported value
487
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$9.9M2.55%91,385CommonSOLE
36828A101GEVGE VERNOVA INC$8.1M2.09%26,500PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$7.6M1.95%200,000CALLSOLE
29364G103ETRENTERGY CORP NEW$7.5M1.94%88,007CommonSOLE
98389B100XELXCEL ENERGY INC$7.4M1.92%105,116CommonSOLE
65473P105NINISOURCE INC$7.2M1.86%180,000CommonSOLE
36828A101GEVGE VERNOVA INC$6.9M1.77%22,500CALLSOLE
55024U109LITELUMENTUM HLDGS INC$6.6M1.70%106,000CommonSOLE
80004C200SNDKSANDISK CORP$6.6M1.69%137,927CommonSOLE
670346105NUENUCOR CORP$5.4M1.40%45,000CALLSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.1M1.32%135,000PUTSOLE
15189T107CNPCENTERPOINT ENERGY INC$5.1M1.31%140,000CommonSOLE
30161N101EXCEXELON CORP$5.1M1.31%110,000CommonSOLE
958102105WDCWESTERN DIGITAL CORP$4.6M1.20%114,928CommonSOLE
50212V100LPLALPL FINL HLDGS INC$4.1M1.05%12,500CommonSOLE
670346105NUENUCOR CORP$3.9M1.01%32,500PUTSOLE
871607107SNPSSYNOPSYS INC$3.9M1.00%9,009CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$3.6M0.93%50,000PUTSOLE
23703Q203DQDAQO NEW ENERGY CORP$3.5M0.91%194,586CommonSOLE
30034W106EVRGEVERGY INC$3.5M0.90%50,551CommonSOLE
816850101SMTCSEMTECH CORP$3.5M0.89%100,400CommonSOLE
682189105ONON SEMICONDUCTOR CORP$3.3M0.85%81,174CommonSOLE
861012102STMSTMICROELECTRONICS N V$3.3M0.85%149,900CommonSOLE
88579Y101MMM3M CO$3.2M0.82%21,655CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.2M0.82%5,200CommonSOLE
736508847PORPORTLAND GEN ELEC CO$3.1M0.81%70,000CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$3.1M0.80%122,807CommonSOLE
233331107DTEDTE ENERGY CO$2.8M0.73%20,347CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2.8M0.71%25,000CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$2.7M0.70%75,000CommonSOLE
125896100CMSCMS ENERGY CORP$2.6M0.68%35,000CommonSOLE
023608102AEEAMEREN CORP$2.5M0.65%25,000CommonSOLE
458140100INTCINTEL CORP$2.5M0.63%107,994CommonSOLE
G29183103ETNEATON CORP PLC$2.4M0.62%8,851CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.4M0.62%33,214CommonSOLE
46090E103QQQINVESCO QQQ TR$2.3M0.60%5,000PUTSOLE
G54950103LINLINDE PLC$2.3M0.60%5,000CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.3M0.59%43,200CommonSOLE
150870103CECELANESE CORP DEL$2.3M0.59%40,000PUTSOLE
G0750C108AXTAAXALTA COATING SYS LTD$2.2M0.58%67,812CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$2.2M0.57%453,125CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$2.2M0.57%3,800CommonSOLE
670346105NUENUCOR CORP$2.2M0.56%18,057CommonSOLE
097023105BABOEING CO$2.1M0.55%12,500CALLSOLE
456941103INRINFINITY NAT RES INC$2.1M0.53%110,000CommonSOLE
912318409UNGUNITED STS NAT GAS FD LP$2.0M0.52%93,200PUTSOLE
G87052109TELTE CONNECTIVITY PLC$2.0M0.50%13,800CommonSOLE
65290E101NXTNEXTRACKER INC$1.9M0.49%45,548CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.9M0.49%5,475CommonSOLE
277432100EMNEASTMAN CHEM CO$1.9M0.48%21,224CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$1.8M0.47%115,400CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.8M0.46%23,955CommonSOLE
260003108DOVDOVER CORP$1.7M0.45%9,934CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.6M0.40%1,124CommonSOLE
745867101PHMPULTE GROUP INC$1.6M0.40%15,082CommonSOLE
74762E102QUREQUANTA SVCS INC$1.5M0.39%6,000CommonSOLE
157210105CEVACEVA INC$1.5M0.38%57,610CommonSOLE
012653101ALBALBEMARLE CORP$1.4M0.37%20,000PUTSOLE
464288752ITBISHARES TR$1.4M0.37%15,000CALLSOLE
686688102ORAORMAT TECHNOLOGIES INC$1.4M0.36%19,936CommonSOLE
23344D108D0ADADA NEXUS LTD$1.4M0.36%744,700CommonSOLE
92189F106GDXVANECK ETF TRUST$1.3M0.34%29,000CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$1.2M0.32%34,700CommonSOLE
31428X106FDXFEDEX CORP$1.2M0.31%5,000PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.31%2,195CommonSOLE
78464A755XMESPDR SER TR$1.1M0.29%20,000PUTSOLE
013091103ACIALBERTSONS COS INC$1.1M0.29%50,748CommonSOLE
693656100PVHPVH CORPORATION$1.1M0.29%17,217CommonSOLE
G25508105CRHCRH PLC$1.1M0.27%12,086CommonSOLE
231021106CMICUMMINS INC$1.0M0.27%3,328CommonSOLE
133131102CPTCAMDEN PPTY TR$1.0M0.26%8,228CommonSOLE
228368106CCKCROWN HLDGS INC$981,8600.25%11,000CommonSOLE
574599106MASMASCO CORP$973,0040.25%13,992CommonSOLE
464288752ITBISHARES TR$971,1420.25%10,200CommonSOLE
031100100AMEAMETEK INC$970,5250.25%5,638CommonSOLE
526107107LIILENNOX INTL INC$965,7490.25%1,722CommonSOLE
278865100ECLECOLAB INC$963,3760.25%3,800CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$954,0080.25%8,800CommonSOLE
94106L109WMWASTE MGMT INC DEL$929,7440.24%4,016CommonSOLE
013872106AAALCOA CORP$915,0000.24%30,000PUTSOLE
097023105BABOEING CO$907,3260.23%5,320CommonSOLE
55087P104LYFTLYFT INC$901,7520.23%75,969CommonSOLE
74340W103PLDPROLOGIS INC.$881,5760.23%7,886CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$838,3740.22%2,744CommonSOLE
55616P104MMACYS INC$837,3000.22%66,664CommonSOLE
29476L107EQREQUITY RESIDENTIAL$827,5360.21%11,561CommonSOLE
26875P101EOGEOG RES INC$803,0390.21%6,262CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$798,8560.21%3,631CommonSOLE
038222105AMATAPPLIED MATLS INC$798,5950.21%5,503CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$798,0620.21%4,199CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$788,7290.20%3,675CommonSOLE
23345M107DTMDT MIDSTREAM INC$788,3380.20%8,171CommonSOLE
617446448MSMORGAN STANLEY$785,1890.20%6,730CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$780,4050.20%5,323CommonSOLE
743315103PGRPROGRESSIVE CORP$777,1450.20%2,746CommonSOLE
81762P102NOWSERVICENOW INC$766,6830.20%963CommonSOLE
013872106AAALCOA CORP$762,5000.20%25,000CALLSOLE
85208M102SFMSPROUTS FMRS MKT INC$749,1570.19%4,908CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$741,7080.19%4,995CommonSOLE
406216101HALHALLIBURTON CO$739,0280.19%29,130CommonSOLE
103304101BYDBOYD GAMING CORP$732,4900.19%11,127CommonSOLE
680665205OLNOLIN CORP$727,2000.19%30,000PUTSOLE
30303M102METAMETA PLATFORMS INC$723,9080.19%1,256CommonSOLE
126408103CSXCSX CORP$688,3380.18%23,389CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$687,4510.18%23,264CommonSOLE
842587107SOSOUTHERN CO$683,8320.18%7,437CommonSOLE
172967424CCITIGROUP INC$678,0250.17%9,551CommonSOLE
858119100STLDSTEEL DYNAMICS INC$676,3080.17%5,407CommonSOLE
G8068L108SNSHARKNINJA INC$675,7040.17%8,101CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$674,0280.17%7,447CommonSOLE
G4388N106HELEHELEN OF TROY LTD$671,7270.17%12,558CommonSOLE
756109104OREALTY INCOME CORP$669,6090.17%11,543CommonSOLE
505336107LZBLA Z BOY INC$657,5720.17%16,822CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$653,9200.17%61,000CommonSOLE
36828A101GEVGE VERNOVA INC$653,6040.17%2,141CommonSOLE
256677105DGDOLLAR GEN CORP NEW$649,0110.17%7,381CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$642,9710.17%6,573CommonSOLE
872540109TJXTJX COS INC NEW$641,1550.17%5,264CommonSOLE
04035M102ARHSARHAUS INC$640,2770.17%73,595CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$634,1820.16%2,787CommonSOLE
013872106AAALCOA CORP$632,2650.16%20,730CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$628,0360.16%5,846CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$624,6080.16%5,121CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$624,5180.16%8,251CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$621,7390.16%57,944CommonSOLE
45337C102INCYINCYTE CORP$618,8820.16%10,221CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$614,4450.16%49,353CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$609,8000.16%17,820CommonSOLE
988498101YUMYUM BRANDS INC$599,3840.15%3,809CommonSOLE
69047Q102OVVOVINTIV INC$598,6440.15%13,987CommonSOLE
876030107TPRTAPESTRY INC$598,6260.15%8,502CommonSOLE
92047W101VVVVALVOLINE INC$591,9090.15%17,004CommonSOLE
98954M200ZZILLOW GROUP INC$591,5360.15%8,628CommonSOLE
26701L100BROSDUTCH BROS INC$588,4440.15%9,531CommonSOLE
830566105SKAASKECHERS U S A INC$585,4590.15%10,311CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$585,0680.15%2,360CommonSOLE
025816109AXPAMERICAN EXPRESS CO$582,4930.15%2,165CommonSOLE
205887102CAGCONAGRA BRANDS INC$576,4190.15%21,613CommonSOLE
77543R102ROKUROKU INC$574,6500.15%8,158CommonSOLE
64828T201RITMRITHM CAPITAL CORP$574,6410.15%50,187CommonSOLE
23834J201DAVEDAVE INC$571,5940.15%6,915CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$570,0050.15%10,767CommonSOLE
109641100EATBRINKER INTL INC$569,3710.15%3,820CommonSOLE
049468101TEAMATLASSIAN CORPORATION$559,8100.14%2,638CommonSOLE
526057104LENLENNAR CORP$558,7490.14%4,868CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$558,7140.14%18,850CommonSOLE
717081103PFEPFIZER INC$556,9480.14%21,979CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$545,9980.14%5,252CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$539,5390.14%9,304CommonSOLE
76680R206RNGRINGCENTRAL INC$537,1930.14%21,696CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$536,2460.14%4,334CommonSOLE
09062X103BIIBBIOGEN INC$530,9390.14%3,880CommonSOLE
148929102CAVACAVA GROUP INC$530,2980.14%6,137CommonSOLE
49446R109KIMKIMCO RLTY CORP$529,2800.14%24,919CommonSOLE
34354P105FLSFLOWSERVE CORP$528,4000.14%10,819CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$527,6720.14%32,653CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$527,1010.14%2,677CommonSOLE
375558103GILDGILEAD SCIENCES INC$521,0330.13%4,650CommonSOLE
G6964L206PSFEPAYSAFE LIMITED$519,2450.13%33,094CommonSOLE
62482R10707WAMR COOPER GROUP INC$519,0640.13%4,340CommonSOLE
651639106NEMNEWMONT CORP$514,5200.13%10,657CommonSOLE
595112103MUMICRON TECHNOLOGY INC$512,4770.13%5,898CommonSOLE
011659109ALKALASKA AIR GROUP INC$511,2970.13%10,388CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$509,6120.13%13,626CommonSOLE
880770102TERTERADYNE INC$508,4860.13%6,156CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$506,7660.13%2,697CommonSOLE
22948Q101CTOCTO RLTY GROWTH INC NEW$496,2860.13%25,701CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$494,5120.13%2,943CommonSOLE
857477103STTSTATE STR CORP$494,2950.13%5,521CommonSOLE
879369106TFXTELEFLEX INCORPORATED$493,0620.13%3,568CommonSOLE
74267C106PRAPROASSURANCE CORP$492,8950.13%21,109CommonSOLE
910340108UFCSUNITED FIRE GROUP INC$491,9530.13%16,699CommonSOLE
58155Q103MCKMCKESSON CORP$488,5910.13%726CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$487,2460.13%21,550CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$483,1380.12%17,665CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$482,5730.12%18,661CommonSOLE
281020107EIXEDISON INTL$481,6120.12%8,174CommonSOLE
336433107FSLRFIRST SOLAR INC$480,4340.12%3,800CommonSOLE
402635502GPORGULFPORT ENERGY CORP$480,2370.12%2,608CommonSOLE
27616P103EASTERLY GOVT PPTYS INC$479,5440.12%45,240CommonSOLE
72703H101PLNTPLANET FITNESS INC$479,4750.12%4,963CommonSOLE
156431108CENXCENTURY ALUM CO$476,9360.12%25,697CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$476,2310.12%2,763CommonSOLE
16411R208LNGCHENIERE ENERGY INC$476,2210.12%2,058CommonSOLE
020002101ALLALLSTATE CORP$472,9480.12%2,284CommonSOLE
369550108GDGENERAL DYNAMICS CORP$471,0180.12%1,728CommonSOLE
760759100RSGREPUBLIC SVCS INC$468,0950.12%1,933CommonSOLE
229663109CUBECUBESMART$468,0590.12%10,959CommonSOLE
577933104MMSMAXIMUS INC$467,3060.12%6,853CommonSOLE
83570H108SONOSONOS INC$466,4070.12%43,712CommonSOLE
02079K107GOOGALPHABET INC$466,1900.12%2,984CommonSOLE
37954A204GMREUSDGLOBAL MED REIT INC$464,3540.12%53,069CommonSOLE
00773T101ASIXADVANSIX INC$463,7130.12%20,473CommonSOLE
222795502CUZCOUSINS PPTYS INC$463,5040.12%15,712CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$463,4870.12%3,231CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$462,6540.12%2,521CommonSOLE
52603B107TREELENDINGTREE INC NEW$462,6350.12%9,203CommonSOLE
247361702DALDELTA AIR LINES INC DEL$462,2470.12%10,602CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$462,0600.12%11,278CommonSOLE
552848103MTGMGIC INVT CORP WIS$461,7260.12%18,633CommonSOLE
26603R106DUOLDUOLINGO INC$461,4620.12%1,486CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$460,3320.12%10,474CommonSOLE
488152208KELYAKELLY SVCS INC$458,9480.12%34,848CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$458,6600.12%8,500CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$458,3270.12%16,807CommonSOLE
00922R105ATSG*AIR TRANSPORT SERVICES GRP I$457,7310.12%20,398CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$457,1820.12%1,618CommonSOLE
264147109DCODUCOMMUN INC DEL$456,6380.12%7,869CommonSOLE
891092108TTCTORO CO$455,9240.12%6,267CommonSOLE
750236101RDNRADIAN GROUP INC$455,7380.12%13,781CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$455,6970.12%35,298CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$454,8530.12%15,487CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$454,8500.12%6,419CommonSOLE
98585N106YEXTYEXT INC$452,9510.12%73,531CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$452,9150.12%5,406CommonSOLE
G491BT108IVZINVESCO LTD$450,2460.12%29,680CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$450,0680.12%2,701CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$448,7840.12%25,355CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$447,5820.12%5,652CommonSOLE
G3198U102ESNTESSENT GROUP LTD$447,3300.12%7,750CommonSOLE
364760108GAPGAP INC$445,7740.11%21,629CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$445,6780.11%27,511CommonSOLE
720190206PDMPIEDMONT OFFICE REALTY TR IN$445,5750.11%60,458CommonSOLE
20369C106CHCTCOMMUNITY HEALTHCARE TR INC$445,4650.11%24,530CommonSOLE
920253101VMIVALMONT INDS INC$445,4630.11%1,561CommonSOLE
26817Q886DXDYNEX CAP INC$445,1670.11%34,191CommonSOLE
615394202MOG/AMOOG INC$444,9890.11%2,567CommonSOLE
950810101WSBCWESBANCO INC$444,2140.11%14,348CommonSOLE
566330106MCSMARCUS CORP DEL$443,2200.11%26,556CommonSOLE
624758108MWAMUELLER WTR PRODS INC$442,1300.11%17,393CommonSOLE
55305B101MHOM/I HOMES INC$439,9360.11%3,853CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$439,8630.11%4,206CommonSOLE
811543107SEBSEABOARD CORP DEL$439,6310.11%163CommonSOLE
69354N106PRAAPRA GROUP INC$439,1650.11%21,298CommonSOLE
521865204LEALEAR CORP$439,0710.11%4,977CommonSOLE
902973304USBUS BANCORP DEL$438,9190.11%10,396CommonSOLE
628464109MYEMYERS INDS INC$437,1630.11%36,644CommonSOLE
30161Q104EXELEXELIXIS INC$436,4310.11%11,821CommonSOLE
626717102MURMURPHY OIL CORP$435,5990.11%15,338CommonSOLE
95082P105WCCWESCO INTL INC$435,4610.11%2,804CommonSOLE
853666105SMPSTANDARD MTR PRODS INC$434,7790.11%17,440CommonSOLE
191098102COKECOCA COLA CONS INC$434,7000.11%322CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$433,6090.11%7,222CommonSOLE
05350V106AVNSAVANOS MED INC$433,1960.11%30,230CommonSOLE
29275Y102ENSENERSYS$433,1730.11%4,730CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$432,9940.11%989CommonSOLE
040413205ANETARISTA NETWORKS INC$431,4860.11%5,569CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$430,6070.11%40,319CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$430,2410.11%21,278CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$428,2360.11%11,521CommonSOLE
87266M107TRTXTPG RE FIN TR INC$426,5060.11%52,332CommonSOLE
29084Q100EMEEMCOR GROUP INC$426,1830.11%1,153CommonSOLE
374689107ROCKGIBRALTAR INDS INC$425,2260.11%7,249CommonSOLE
960413102WLKWESTLAKE CORPORATION$423,6270.11%4,235CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$422,9550.11%11,700CommonSOLE
320218100THFFFIRST FINANCIAL CORPORATION$422,6970.11%8,630CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$422,5340.11%45,828CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$422,2640.11%8,469CommonSOLE
099724106BWABORGWARNER INC$421,6130.11%14,716CommonSOLE
29249E109ACTENACT HLDGS INC$421,0310.11%12,116CommonSOLE
747525103QCOMQUALCOMM INC$420,7380.11%2,739CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$420,1380.11%30,204CommonSOLE
695156109PKGPACKAGING CORP AMER$418,4160.11%2,113CommonSOLE
666762109NRIMNORTHRIM BANCORP INC$418,3790.11%5,714CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$418,1570.11%2,379CommonSOLE
G037AX101AMBAAMBARELLA INC$417,6380.11%8,298CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$416,8530.11%6,489CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$414,7980.11%14,894CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$414,7120.11%26,877CommonSOLE
231561101CWCURTISS WRIGHT CORP$412,7680.11%1,301CommonSOLE
204166102CVLTCOMMVAULT SYS INC$412,3850.11%2,614CommonSOLE
14174T107CTRECARETRUST REIT INC$412,0950.11%14,419CommonSOLE
343873105FFICFLUSHING FINL CORP$411,5690.11%32,407CommonSOLE
629209305NMIHNMI HLDGS INC$411,4390.11%11,413CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$411,0550.11%8,880CommonSOLE
92214X106VREXVAREX IMAGING CORP$411,0460.11%35,435CommonSOLE
20451Q104CODICOMPASS DIVERSIFIED$410,9830.11%22,013CommonSOLE
771049103RBLXROBLOX CORP$408,0880.11%7,001CommonSOLE
37045V100GMGENERAL MTRS CO$407,0450.10%8,655CommonSOLE
880345103TNCTENNANT CO$405,0500.10%5,079CommonSOLE
902788108UMBFUMB FINL CORP$404,1980.10%3,998CommonSOLE
125523100CITHE CIGNA GROUP$404,0120.10%1,228CommonSOLE
890110109TMPTOMPKINS FINL CORP$403,5130.10%6,407CommonSOLE
000361105AIRAAR CORP$402,1760.10%7,183CommonSOLE
751212101RLRALPH LAUREN CORP$399,9810.10%1,812CommonSOLE
733174700BPOPPOPULAR INC$397,7450.10%4,306CommonSOLE
G11448100BTDRBITDEER TECHNOLOGIES GROUP$397,3500.10%45,000CommonSOLE
598511103MOFGMIDWESTONE FINL GROUP INC NE$396,6850.10%13,397CommonSOLE
440407104HBNCHORIZON BANCORP INC$396,3020.10%26,280CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$395,8300.10%11,919CommonSOLE
447011107HUNHUNTSMAN CORP$394,7500.10%25,000CommonSOLE
00090Q103ADTADT INC DEL$393,0560.10%48,287CommonSOLE
00130H105AESAES CORP$389,3300.10%31,347CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$387,3720.10%11,868CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$385,4550.10%7,654CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$383,0880.10%9,473CommonSOLE
410867105THGHANOVER INS GROUP INC$381,6460.10%2,194CommonSOLE
78454L100SMSM ENERGY CO$381,2340.10%12,729CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$380,8940.10%18,754CommonSOLE
143130102KMXCARMAX INC$379,8600.10%4,875CommonSOLE
48716P108KRNYKEARNY FINL CORP MD$376,7270.10%60,180CommonSOLE
637417106NNNNNN REIT INC$376,2160.10%8,821CommonSOLE
66611T108NFBKNORTHFIELD BANCORP INC DEL$374,4970.10%34,326CommonSOLE
16208T102CLDTCHATHAM LODGING TR$373,6120.10%52,400CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$373,2190.10%5,848CommonSOLE
75281A109RRCRANGE RES CORP$371,9480.10%9,315CommonSOLE
127097103CTRACOTERRA ENERGY INC$371,2490.10%12,846CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$366,6920.09%14,028CommonSOLE
032654105ADIANALOG DEVICES INC$363,4090.09%1,802CommonSOLE
50050N103KTBKONTOOR BRANDS INC$363,1680.09%5,663CommonSOLE
G0176J109ALLEALLEGION PLC$363,0700.09%2,783CommonSOLE
04010E109AGXARGAN INC$361,2420.09%2,754CommonSOLE
92939U106WECWEC ENERGY GROUP INC$358,4350.09%3,289CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$358,2820.09%739CommonSOLE
749685103RPMRPM INTL INC$356,9880.09%3,086CommonSOLE
070830104BBWIBATH & BODY WORKS INC$354,8050.09%11,702CommonSOLE
87612E106TGTTARGET CORP$354,0930.09%3,393CommonSOLE
060505104BACBANK AMERICA CORP$351,9090.09%8,433CommonSOLE
74624M102PPURE STORAGE INC$348,6260.09%7,875CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$348,4040.09%1,944CommonSOLE
077454106BDCBELDEN INC$347,2660.09%3,464CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$347,0250.09%4,544CommonSOLE
053332102AZOAUTOZONE INC$346,9630.09%91CommonSOLE
985817105YELPYELP INC$346,0820.09%9,346CommonSOLE
073685109BECNUSDBEACON ROOFING SUPPLY INC$344,0100.09%2,781CommonSOLE
59156R108METMETLIFE INC$343,2400.09%4,275CommonSOLE
F21107101CSTMCONSTELLIUM SE$342,9990.09%33,994CommonSOLE
940610108WASHWASHINGTON TR BANCORP INC$340,7870.09%11,043CommonSOLE
384802104GWWGRAINGER W W INC$339,8140.09%344CommonSOLE
126128107CCNECNB FINL CORP PA$339,4460.09%15,256CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$337,1790.09%5,181CommonSOLE
G87110105FTITECHNIPFMC PLC$336,7700.09%10,627CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$336,5180.09%8,611CommonSOLE
68213N109OMCLOMNICELL COM$335,5810.09%9,599CommonSOLE
688239201OSKOSHKOSH CORP$334,6430.09%3,557CommonSOLE
45867G101IDCCINTERDIGITAL INC$334,5220.09%1,618CommonSOLE
74319R101PRGPROG HOLDINGS INC$330,8770.09%12,439CommonSOLE
09260D107BXBLACKSTONE INC$330,5800.09%2,365CommonSOLE
L72967109OECORION S.A.$329,8960.09%25,514CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$328,9860.08%661CommonSOLE
576485205MTDRMATADOR RES CO$327,8450.08%6,417CommonSOLE
50127T109KURAKURA ONCOLOGY INC$326,8910.08%49,529CommonSOLE
29786A106ETSYETSY INC$326,1080.08%6,912CommonSOLE
319383204BUSEFIRST BUSEY CORP$325,9660.08%15,091CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$324,4850.08%3,532CommonSOLE
52466B103LZLEGALZOOM COM INC$322,0400.08%37,403CommonSOLE
624756102MLIMUELLER INDS INC$321,6150.08%4,224CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$314,4540.08%4,554CommonSOLE
66405S100NBNNORTHEAST BK PORTLAND ME$312,7920.08%3,417CommonSOLE
336901103SRCE1ST SOURCE CORP$310,5930.08%5,193CommonSOLE
55354G100MSCIMSCI INC$309,8940.08%548CommonSOLE
48242W106KBRKBR INC$308,3740.08%6,191CommonSOLE
64115T104NTCTNETSCOUT SYS INC$305,0860.08%14,521CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$303,5470.08%2,445CommonSOLE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$303,0270.08%10,685CommonSOLE
790148100JOEST JOE CO$295,7380.08%6,299CommonSOLE
41165Y1001S4HARBORONE BANCORP INC NEW$293,9900.08%28,350CommonSOLE
37959E102GLGLOBE LIFE INC$289,6520.07%2,199CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$287,2690.07%10,069CommonSOLE
092113109BKHBLACK HILLS CORP$286,5710.07%4,725CommonSOLE
524660107LEGLEGGETT & PLATT INC$286,4450.07%36,213CommonSOLE
92936U109WPCWP CAREY INC$284,5630.07%4,509CommonSOLE
718546104PSXPHILLIPS 66$284,1270.07%2,301CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$283,8560.07%9,362CommonSOLE
807066105SCHLSCHOLASTIC CORP$283,3700.07%15,009CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$282,6570.07%9,690CommonSOLE
233377407DXPEDXP ENTERPRISES INC$279,8490.07%3,402CommonSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$279,5600.07%43,142CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$279,4850.07%32,051CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$277,8450.07%9,374CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$277,3190.07%5,127CommonSOLE
00437E102ACCDUSDACCOLADE INC$276,6170.07%39,630CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$275,9170.07%2,078CommonSOLE
40412C101HCAHCA HEALTHCARE INC$275,7490.07%798CommonSOLE
781846308RUSHBRUSH ENTERPRISES INC$275,3090.07%4,871CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$273,3670.07%4,491CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$272,1500.07%22,755CommonSOLE
758075402RWTREDWOOD TRUST INC$271,9300.07%44,799CommonSOLE
78435P105SEZLSEZZLE INC$271,0950.07%7,770CommonSOLE
00081T108ACCOACCO BRANDS CORP$268,8890.07%64,174CommonSOLE
489398107KWKENNEDY-WILSON HOLDINGS INC$267,9780.07%30,873CommonSOLE
22284P105CVLGCOVENANT LOGISTICS GROUP INC$267,5990.07%12,054CommonSOLE
37892E102GICGLOBAL INDUSTRIAL COMPANY$266,3360.07%11,890CommonSOLE
422704106HLHECLA MNG CO$265,7900.07%47,804CommonSOLE
H2906T109GRMNGARMIN LTD$264,8990.07%1,220CommonSOLE
04342Y104ASANASANA INC$263,0470.07%18,054CommonSOLE
913290102UNTYUNITY BANCORP INC$261,3350.07%6,421CommonSOLE
466367109JACKJACK IN THE BOX INC$261,2140.07%9,607CommonSOLE
03831W108APPAPPLOVIN CORP$259,6710.07%980CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$259,4890.07%961CommonSOLE
896945201TRIPTRIPADVISOR INC$259,1410.07%18,288CommonSOLE
45687V106IRINGERSOLL RAND INC$256,8160.07%3,209CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$256,6710.07%3,196CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$256,6120.07%4,792CommonSOLE
68752M108OFIXORTHOFIX MED INC$256,0670.07%15,700CommonSOLE
03782L101APPNAPPIAN CORP$255,6020.07%8,872CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$254,4830.07%1,832CommonSOLE
62944T105NVRNVR INC$253,5540.07%35CommonSOLE
40434L105HPQHP INC$252,7820.07%9,129CommonSOLE
00436Q106ACELACCEL ENTERTAINMENT INC$252,3650.07%25,440CommonSOLE
05988J103BANDBANDWIDTH INC$249,2140.06%19,024CommonSOLE
127190304CACICACI INTL INC$248,7720.06%678CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$246,4630.06%7,064CommonSOLE
116794108BRKRBRUKER CORP$242,9270.06%5,820CommonSOLE
577081102MATMATTEL INC$241,8840.06%12,449CommonSOLE
826919102SLABSILICON LABORATORIES INC$239,8870.06%2,131CommonSOLE
G8726T105TKTEEKAY CORPORATION LTD$238,4650.06%36,296CommonSOLE
046433108ATROASTRONICS CORP$236,2860.06%9,776CommonSOLE
01446U103ALRSALERUS FINL CORP$234,7930.06%12,719CommonSOLE
50105F105KROKRONOS WORLDWIDE INC$233,8470.06%31,263CommonSOLE
762544104RBBNRIBBON COMMUNICATIONS INC$233,5030.06%59,567CommonSOLE
452327109ILMNILLUMINA INC$231,9110.06%2,923CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$229,1450.06%1,737CommonSOLE
718172109PMPHILIP MORRIS INTL INC$226,8250.06%1,429CommonSOLE
90353W103UIUBIQUITI INC$223,9210.06%722CommonSOLE
G59665102MGTXMEIRAGTX HLDGS PLC$223,6520.06%32,987CommonSOLE
29270J100ERIIENERGY RECOVERY INC$223,5410.06%14,068CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$222,5310.06%4,432CommonSOLE
651718504NPKINPK INTERNATIONAL INC$221,8430.06%38,183CommonSOLE
96924N100WLDNWILLDAN GROUP INC$221,3540.06%5,436CommonSOLE
29355A107ENPHENPHASE ENERGY INC$220,5880.06%3,555CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$220,5830.06%1,094CommonSOLE
128246105CVGWCALAVO GROWERS INC$219,8440.06%9,164CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$219,6750.06%29,290CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$219,1970.06%25,195CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$219,1200.06%6,602CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$214,6530.06%1,349CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$211,3260.05%34,030CommonSOLE
014491104ALEXALEXANDER & BALDWIN INC NEW$211,0160.05%12,247CommonSOLE
86771W105RUNSUNRUN INC$210,6490.05%35,947CommonSOLE
31428X106FDXFEDEX CORP$209,1630.05%858CommonSOLE
711040105PFISPEOPLES FINL SVCS CORP$205,6290.05%4,624CommonSOLE
872590104TMUST-MOBILE US INC$204,8330.05%768CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$204,5870.05%1,815CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$203,4990.05%19,289CommonSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$203,0440.05%9,142CommonSOLE
35137L204FOXFOX CORP$200,7200.05%3,808CommonSOLE
90364P105PATHUIPATH INC$200,0780.05%19,425CommonSOLE
62955J103NOVNOV INC$197,9820.05%13,008CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$189,5180.05%22,806CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$185,7610.05%55,952CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$185,0880.05%55,582CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC$181,8380.05%69,404CommonSOLE
651229106NWLNEWELL BRANDS INC$179,2790.05%28,916CommonSOLE
81686C104628SEMRUSH HLDGS INC$177,8760.05%19,065CommonSOLE
292812104ENFUSION INC$172,9370.04%15,510CommonSOLE
00857U107AGILON HEALTH INC$169,4720.04%39,139CommonSOLE
39304D102GDOTGREEN DOT CORP$168,9600.04%20,019CommonSOLE
04208T108AHRTARMADA HOFFLER PPTYS INC$166,2040.04%22,131CommonSOLE
387432107GRNTGRANITE RIDGE RESOURCES INC$165,6860.04%27,251CommonSOLE
22266M104COURCOURSERA INC$165,5140.04%24,852CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$165,1200.04%11,620CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$161,8000.04%10,000CommonSOLE
92539P101VERVE THERAPEUTICS INC$161,3120.04%35,298CommonSOLE
02361E108AMRCAMERESCO INC$147,4000.04%12,202CommonSOLE
29082K105EMBCEMBECTA CORP$147,3260.04%11,555CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP$146,8210.04%94,723CommonSOLE
58450V104MAXMEDIAALPHA INC$142,2410.04%15,394CommonSOLE
00123Q104AGNCAGNC INVT CORP$141,8510.04%14,807CommonSOLE
88339P101REALTHE REALREAL INC$137,1270.04%25,441CommonSOLE
858155203GJBSTEELCASE INC$132,3420.03%12,075CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$128,1810.03%14,195CommonSOLE
G0250X107AMCRAMCOR PLC$123,0540.03%12,686CommonSOLE
68134L109OLOGBXOLO INC$121,2830.03%20,080CommonSOLE
04335A105ARVNARVINAS INC$118,2310.03%16,842CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$117,6030.03%11,541CommonSOLE
74767V109QSQUANTUMSCAPE CORP$116,9330.03%28,109CommonSOLE
97717P104WTWISDOMTREE INC$116,1210.03%13,018CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$115,3540.03%13,005CommonSOLE
18452B209CLSKCLEANSPARK INC$115,2280.03%17,147CommonSOLE
72703X106PLPLANET LABS PBC$113,9570.03%33,715CommonSOLE
816307300SLQTSELECTQUOTE INC$109,0310.03%32,644CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$108,2850.03%15,230CommonSOLE
302492103FLYWFLYWIRE CORPORATION$105,5550.03%11,111CommonSOLE
G8588X103SGHCSUPER GROUP SGHC LIMITED$90,8300.02%14,104CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$90,2590.02%58,993CommonSOLE
74275G107PRTHPRIORITY TECHNOLOGY HLDGS IN$80,7510.02%11,849CommonSOLE
051774107AURAURORA INNOVATION INC$77,2030.02%11,480CommonSOLE
438333106HNSTHONEST CO INC$76,9770.02%16,378CommonSOLE
89142B107CURVTORRID HLDGS INC$67,4480.02%12,308CommonSOLE
G1144A105BTBTBIT DIGITAL INC$66,6400.02%32,990CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$60,8070.02%15,512CommonSOLE
91325V108UNITI GROUP INC$55,9390.01%11,099CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC$53,4510.01%18,624CommonSOLE
G21810109CLVTCLARIVATE PLC$53,2080.01%13,539CommonSOLE
374163103GERNGERON CORP$21,7450.01%13,676CommonSOLE
012653101ALBALBEMARLE CORP$7,7060.00%107CommonSOLE

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.