TimesSquare Capital Management, LLC Diversified Active

CIK: 0001313816 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 4, 2022

Total Value ($000): $11,286,857 (100.0% shares, 0.0% debt)

Holdings (206)

CATALENT INC 1.7%
Value ($000) $189,561 Shares 1,480,600 Est. Cost $77.46 Unrealized
RNR RENAISSANCERE HOLDINGS LTD. 1.6%
Value ($000) $179,270 Shares 1,058,700 Est. Cost $161.54 Unrealized -3.0%
TRU TRANSUNION 1.4%
Value ($000) $161,951 Shares 1,365,750 Est. Cost $61.10 Unrealized +83.5%
SMARTSHEET INC 1.3%
Value ($000) $151,473 Shares 1,955,750 Est. Cost $52.37 Unrealized
BLUEPRINT MEDICINES CORPORATION 1.3%
Value ($000) $148,597 Shares 1,387,330 Est. Cost $80.78 Unrealized
BC BRUNSWICK CORPORATION 1.3%
Value ($000) $146,925 Shares 1,458,600 Est. Cost $61.58 Unrealized +45.4%
WCN WASTE CONNECTIONS INC 1.3%
Value ($000) $144,664 Shares 1,061,600 Est. Cost $75.58 Unrealized +71.2%
IT GARTNER INCORPORATION 1.3%
Value ($000) $143,189 Shares 428,300 Est. Cost $108.85 Unrealized +195.4%
CRL CHARLES RIVER LABORATORIES INTL INC 1.3%
Value ($000) $142,876 Shares 379,204 Est. Cost $142.99 Unrealized +171.7%
COR AMERISOURCEBERGEN CORPORATION 1.2%
Value ($000) $140,305 Shares 1,055,800 Est. Cost $86.01 Unrealized +36.2%
SBAC SBA COMMUNICATIONS CORPORATION 1.2%
Value ($000) $139,541 Shares 358,700 Est. Cost $121.53 Unrealized +171.2%
SBNY SIGNATURE BANK 1.2%
Value ($000) $135,204 Shares 417,980 Est. Cost $210.29 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 1.2%
Value ($000) $134,607 Shares 190,600 Est. Cost $20.50 Unrealized +111.1%
PANW PALO ALTO NETWORKS INC 1.2%
Value ($000) $131,173 Shares 235,600 Est. Cost $86.50 Unrealized 0.0%
CRWD CROWDSTRIKE HOLDINGS INC 1.1%
Value ($000) $129,319 Shares 631,595 Est. Cost $63.85 Unrealized +281.5%
NICE NICE LIMITED 1.1%
Value ($000) $124,947 Shares 411,550 Est. Cost $182.22 Unrealized
EME EMCOR GROUP INC 1.0%
Value ($000) $116,327 Shares 913,160 Est. Cost $81.82 Unrealized +49.3%
AZEK COMPANY INC CL A 1.0%
Value ($000) $110,601 Shares 2,391,885 Est. Cost $35.22 Unrealized
BAH BOOZ ALLEN HAMILTON INC 1.0%
Value ($000) $108,247 Shares 1,276,650 Est. Cost $34.98 Unrealized +122.2%
PCTY PAYLOCITY HOLDING CORPORATION 0.9%
Value ($000) $102,453 Shares 433,830 Est. Cost $140.78 Unrealized +88.5%
ZYNGA INC 0.9%
Value ($000) $102,366 Shares 15,994,700 Est. Cost $6.13 Unrealized
SAILPOINT TECHNOLOGIES HOLDINGS INC 0.9%
Value ($000) $102,140 Shares 2,112,940 Est. Cost $26.72 Unrealized
APH AMPHENOL CORP 0.9%
Value ($000) $101,742 Shares 1,163,300 Est. Cost $26.58 Unrealized +46.4%
MLM MARTIN MARIETTA MATERIALS INC 0.9%
Value ($000) $99,205 Shares 225,200 Est. Cost $272.14 Unrealized +45.1%
RRX REGAL REXNORD CORPORATION 0.9%
Value ($000) $98,337 Shares 577,844 Est. Cost $158.35 Unrealized 0.0%
FND FLOOR AND DECOR HOLDING INCORPORATION 0.9%
Value ($000) $97,933 Shares 753,270 Est. Cost $93.76 Unrealized +37.4%
MCHP MICROCHIP TECH INC 0.9%
Value ($000) $97,847 Shares 1,123,900 Est. Cost $57.79 Unrealized +27.8%
EYE NATIONAL VISION HOLDINGS INC 0.9%
Value ($000) $97,555 Shares 2,032,810 Est. Cost $35.70 Unrealized +50.0%
CHE CHEMED CORPORATION 0.9%
Value ($000) $97,013 Shares 183,375 Est. Cost $384.02 Unrealized +23.3%
CPRT COPART INC 0.8%
Value ($000) $95,172 Shares 627,700 Est. Cost $14.22 Unrealized +160.9%
HUBS HUBSPOT INC 0.8%
Value ($000) $93,204 Shares 141,400 Est. Cost $333.67 Unrealized +126.7%
VAC MARRIOTT VACATIONS WORLDWIDE CORP 0.8%
Value ($000) $91,266 Shares 540,100 Est. Cost $153.77 Unrealized +4.5%
SYNA SYNAPTICS INCORPORATED 0.8%
Value ($000) $91,178 Shares 314,940 Est. Cost $121.72 Unrealized +96.3%
SNPS SYNOPSYS INC 0.8%
Value ($000) $88,372 Shares 239,815 Est. Cost $144.57 Unrealized +133.3%
WNS HOLDINGS LTD 0.8%
Value ($000) $88,095 Shares 998,583 Est. Cost $35.90 Unrealized
NEW RELIC INC 0.8%
Value ($000) $87,842 Shares 798,855 Est. Cost $64.69 Unrealized
MKSI MKS INSTRUMENTS IN 0.8%
Value ($000) $86,049 Shares 494,050 Est. Cost $68.50 Unrealized +120.6%
LESLIES INC 0.8%
Value ($000) $85,759 Shares 3,624,655 Est. Cost $26.75 Unrealized
CYBER-ARK SOFTWARE LIMITED 0.7%
Value ($000) $84,292 Shares 486,450 Est. Cost $128.18 Unrealized
MPWR MONOLITHIC PWR SYS 0.7%
Value ($000) $82,324 Shares 166,875 Est. Cost $156.09 Unrealized +220.4%
ENTG ENTEGRIS INC 0.7%
Value ($000) $81,610 Shares 588,900 Est. Cost $36.07 Unrealized +281.1%
EHC ENCOMPASS HEALTH CORPORATION 0.7%
Value ($000) $81,320 Shares 1,246,100 Est. Cost $48.10 Unrealized +2.8%
FMC FMC CORPORATION 0.7%
Value ($000) $80,527 Shares 732,800 Est. Cost $81.22 Unrealized +7.4%
POOL POOL CORPORATION 0.7%
Value ($000) $80,471 Shares 142,175 Est. Cost $167.69 Unrealized +196.7%
RHI ROBERT HALF INTL 0.7%
Value ($000) $80,116 Shares 718,400 Est. Cost $69.74 Unrealized +59.7%
ARGX ARGENX SE 0.7%
Value ($000) $79,143 Shares 226,000 Est. Cost $262.03 Unrealized
ASGN ASGN INCORPORATED 0.7%
Value ($000) $78,186 Shares 633,600 Est. Cost $75.06 Unrealized +62.9%
WK WORKIVA INC 0.7%
Value ($000) $77,920 Shares 597,136 Est. Cost $136.58 Unrealized +3.3%
KEYS KEYSIGHT TECHNOLOGIES, INC. 0.7%
Value ($000) $77,214 Shares 373,900 Est. Cost $96.98 Unrealized +92.9%
ESTC ELASTIC N V 0.7%
Value ($000) $75,466 Shares 613,100 Est. Cost $87.92 Unrealized +71.8%
MRVL MARVELL TECHNOLOGY INC 0.7%
Value ($000) $75,434 Shares 862,200 Est. Cost $48.86 Unrealized +50.3%
CTAS CINTAS CORPORATION 0.7%
Value ($000) $75,239 Shares 169,775 Est. Cost $52.89 Unrealized +96.1%
VRSK VERISK ANALYTICS INC 0.7%
Value ($000) $75,115 Shares 328,400 Est. Cost $102.27 Unrealized +107.7%
FOCUS FINANCIAL PARTNERS INC 0.7%
Value ($000) $74,794 Shares 1,252,409 Est. Cost $40.50 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.7%
Value ($000) $74,421 Shares 907,800 Est. Cost $52.35 Unrealized +47.0%
AME AMETEK INC 0.7%
Value ($000) $74,270 Shares 505,100 Est. Cost $61.42 Unrealized +116.7%
BSY BENTLEY SYSTEMS INC 0.7%
Value ($000) $74,133 Shares 1,533,900 Est. Cost $45.47 Unrealized +16.7%
BJ BJS WHSL CLUB HLDGS INC 0.7%
Value ($000) $73,533 Shares 1,098,000 Est. Cost $24.93 Unrealized +150.4%
ASND ASCENDIS PHARMA A/S 0.6%
Value ($000) $73,278 Shares 544,700 Est. Cost $153.15 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.6%
Value ($000) $72,596 Shares 2,006,527 Est. Cost $28.20 Unrealized +15.4%
DRVN DRIVEN BRANDS HOLDINGS INC 0.6%
Value ($000) $71,687 Shares 2,132,282 Est. Cost $29.07 Unrealized +7.7%
ONTO ONTO INNOVATION INC 0.6%
Value ($000) $71,619 Shares 707,490 Est. Cost $33.85 Unrealized +154.9%
INTRA-CELLULAR THERAPIES INC 0.6%
Value ($000) $70,343 Shares 1,343,965 Est. Cost $31.01 Unrealized
TTEK TETRA TECH INC 0.6%
Value ($000) $70,276 Shares 413,875 Est. Cost $28.00 Unrealized +23.0%
ICLR ICON PLC SHS 0.6%
Value ($000) $70,085 Shares 226,300 Est. Cost $242.80 Unrealized +15.2%
PLNT PLANET FITNESS INCORPORATION 0.6%
Value ($000) $70,081 Shares 773,695 Est. Cost $68.83 Unrealized +24.0%
LULU LULULEMON ATHLETIC 0.6%
Value ($000) $69,424 Shares 177,350 Est. Cost $240.65 Unrealized +77.6%
CALY CALLAWAY GOLF CO 0.6%
Value ($000) $69,115 Shares 2,518,785 Est. Cost $21.76 Unrealized +27.7%
ZWS ZURN WTR SOLUTIONS CORP 0.6%
Value ($000) $68,647 Shares 1,885,900 Est. Cost $34.58 Unrealized 0.0%
CSL CARLISLE COMPANIES INC 0.6%
Value ($000) $67,848 Shares 273,450 Est. Cost $132.11 Unrealized +65.8%
AVALARA INC 0.6%
Value ($000) $66,645 Shares 516,190 Est. Cost $66.63 Unrealized
RPRX ROYALTY PHARMA PLC 0.6%
Value ($000) $65,888 Shares 1,653,400 Est. Cost $44.99 Unrealized -13.7%
HXL HEXCEL CORPORATION 0.6%
Value ($000) $65,273 Shares 1,260,100 Est. Cost $54.86 Unrealized +3.2%
BURL BURLINGTON STORES INC. 0.6%
Value ($000) $64,191 Shares 220,200 Est. Cost $173.94 Unrealized +61.6%
ATRC ATRICURE INC 0.6%
Value ($000) $64,052 Shares 921,210 Est. Cost $43.42 Unrealized +67.4%
QTWO Q2 HOLDINGS INC 0.6%
Value ($000) $62,366 Shares 785,075 Est. Cost $43.61 Unrealized +85.1%
ZENDESK INC 0.5%
Value ($000) $61,980 Shares 594,300 Est. Cost $72.31 Unrealized
CSGP COSTAR GROUP INC 0.5%
Value ($000) $60,537 Shares 766,000 Est. Cost $80.72 Unrealized +4.0%
NDSN NORDSON CORP 0.5%
Value ($000) $60,295 Shares 236,200 Est. Cost $188.09 Unrealized +29.4%
ENVESTNET INC 0.5%
Value ($000) $60,132 Shares 757,905 Est. Cost $63.05 Unrealized
CWST CASELLA WASTE SYSTEMS, INC. 0.5%
Value ($000) $59,532 Shares 696,927 Est. Cost $45.67 Unrealized +83.5%
INSP INSPIRE MEDICAL SYSTEMS INC 0.5%
Value ($000) $59,255 Shares 257,565 Est. Cost $113.41 Unrealized +115.3%
HLNE HAMILTON LANE INC 0.5%
Value ($000) $58,846 Shares 567,900 Est. Cost $39.28 Unrealized +161.3%
USFD US FOODS HOLDING CORPORATION 0.5%
Value ($000) $58,507 Shares 1,679,800 Est. Cost $36.89 Unrealized -5.6%
LHC GROUP INC 0.5%
Value ($000) $58,287 Shares 424,740 Est. Cost $143.12 Unrealized
TNDM TANDEM DIABETES CARE INC 0.5%
Value ($000) $55,639 Shares 369,645 Est. Cost $45.01 Unrealized +199.9%
INTEGRAL AD SCIENCE HOLDING CORP 0.5%
Value ($000) $54,956 Shares 2,474,389 Est. Cost $20.92 Unrealized
GFL GFL ENVIRONMENTAL INC 0.5%
Value ($000) $54,826 Shares 1,448,500 Est. Cost $28.16 Unrealized +37.4%
PCAR PACCAR INC 0.5%
Value ($000) $54,033 Shares 612,200 Est. Cost $48.76 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP INC 0.5%
Value ($000) $53,775 Shares 677,100 Est. Cost $17.13 Unrealized +6.1%
VOYA VOYA FINANCIAL INC 0.5%
Value ($000) $53,758 Shares 810,700 Est. Cost $56.01 Unrealized +8.5%
GLBE GLOBAL E ONLINE LTD 0.5%
Value ($000) $53,042 Shares 836,760 Est. Cost $53.17 Unrealized +13.3%
U UNITY SOFTWARE INC 0.5%
Value ($000) $52,953 Shares 370,325 Est. Cost $112.27 Unrealized +36.1%
HORIZON THERAPEUTICS PLC 0.5%
Value ($000) $52,145 Shares 483,900 Est. Cost $109.12 Unrealized
OLPX OLAPLEX HLDGS INC 0.5%
Value ($000) $51,918 Shares 1,782,300 Est. Cost $25.39 Unrealized +4.5%
PAYCOR HCM INC 0.5%
Value ($000) $51,724 Shares 1,795,342 Est. Cost $30.41 Unrealized
EVR EVERCORE INC 0.5%
Value ($000) $51,522 Shares 379,255 Est. Cost $82.42 Unrealized +63.5%
TYL TYLER TECHNOLOGIES 0.5%
Value ($000) $51,364 Shares 95,481 Est. Cost $465.11 Unrealized +11.3%
KW KENNEDY-WILSON HOLDINGS INC 0.5%
Value ($000) $51,295 Shares 2,148,027 Est. Cost $20.75 Unrealized +9.7%
VCTR VICTORY CAPITAL HOLDINGS, INC. 0.4%
Value ($000) $50,789 Shares 1,390,344 Est. Cost $28.73 Unrealized +10.2%
IAC IAC INTERACTIVECORP NEW 0.4%
Value ($000) $50,729 Shares 388,100 Est. Cost $121.62 Unrealized -7.3%
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS 0.4%
Value ($000) $49,926 Shares 637,630 Est. Cost $64.71 Unrealized +11.5%
PINS PINTEREST INC 0.4%
Value ($000) $48,694 Shares 1,339,600 Est. Cost $27.35 Unrealized +62.5%
GNRC GENERAC HLDGS 0.4%
Value ($000) $47,932 Shares 136,200 Est. Cost $294.70 Unrealized +40.8%
XRAY DENTSPLY SIRONA INC 0.4%
Value ($000) $46,825 Shares 839,300 Est. Cost $59.48 Unrealized -7.5%
LNG CHENIERE ENERGY INC 0.4%
Value ($000) $46,217 Shares 455,700 Est. Cost $104.32 Unrealized 0.0%
EVO PAYMENTS INC 0.4%
Value ($000) $45,660 Shares 1,783,600 Est. Cost $25.11 Unrealized
SMPL SIMPLY GOOD FOODS COMPANY 0.4%
Value ($000) $45,610 Shares 1,097,184 Est. Cost $26.13 Unrealized +46.1%
OUTSET MEDICAL 0.4%
Value ($000) $45,111 Shares 978,760 Est. Cost $54.97 Unrealized
HGV HILTON GRAND VACATIONS INC 0.4%
Value ($000) $44,596 Shares 855,812 Est. Cost $30.78 Unrealized +62.4%
SPT SPROUT SOCIAL INC 0.4%
Value ($000) $44,312 Shares 488,605 Est. Cost $78.48 Unrealized +44.4%
SNCY SUN COUNTRY AIRLINES HOLDINGS INC 0.4%
Value ($000) $44,029 Shares 1,615,735 Est. Cost $33.41 Unrealized -10.7%
FA FIRST ADVANTAGE CORPORATION 0.4%
Value ($000) $44,020 Shares 2,311,975 Est. Cost $17.89 Unrealized -3.0%
PTCT PTC THERAPEUTICS, INC. 0.4%
Value ($000) $43,132 Shares 1,082,905 Est. Cost $45.57 Unrealized -16.0%
EXLS EXLSERVICE HLDGS I 0.4%
Value ($000) $42,442 Shares 293,170 Est. Cost $7.17 Unrealized +267.2%
PJT PJT PARTNERS INC 0.4%
Value ($000) $42,424 Shares 572,600 Est. Cost $59.38 Unrealized +28.6%
MVBF MVB FINANCIAL CORP 0.4%
Value ($000) $42,325 Shares 1,019,377 Est. Cost $36.70 Unrealized +2.1%
PFGC PERFORMANCE FOOD GROUP COMPANY 0.4%
Value ($000) $42,077 Shares 916,900 Est. Cost $34.47 Unrealized +31.9%
HUBB HUBBELL INCORPORATED 0.4%
Value ($000) $40,904 Shares 196,400 Est. Cost $175.09 Unrealized +6.9%
NANOSTRING TECHNOLOGIES INC. 0.4%
Value ($000) $40,646 Shares 962,500 Est. Cost $36.03 Unrealized
LUNG PULMONX CORPORATION 0.4%
Value ($000) $40,251 Shares 1,255,100 Est. Cost $43.20 Unrealized -15.4%
SILK ROAD MEDICAL INC 0.4%
Value ($000) $39,662 Shares 930,824 Est. Cost $44.13 Unrealized
RCUS ARCUS BIOSCIENCES INC. 0.3%
Value ($000) $39,045 Shares 964,782 Est. Cost $30.81 Unrealized +25.9%
WSC WILLSCOT MOBILE MINI HLDGS CORP 0.3%
Value ($000) $38,914 Shares 952,840 Est. Cost $12.33 Unrealized +199.2%
SICPQ SILVERGATE CAP CORP 0.3%
Value ($000) $38,616 Shares 260,565 Est. Cost $171.01 Unrealized 0.0%
LASR NLIGHT INC 0.3%
Value ($000) $38,494 Shares 1,607,280 Est. Cost $28.63 Unrealized -7.9%
COUPA SOFTWARE INCORPORATED 0.3%
Value ($000) $38,169 Shares 241,500 Est. Cost $127.33 Unrealized
POWERSCHOOL HOLDINGS INC 0.3%
Value ($000) $37,836 Shares 2,297,295 Est. Cost $24.11 Unrealized
KMX CARMAX INC 0.3%
Value ($000) $37,063 Shares 284,600 Est. Cost $100.51 Unrealized +39.3%
BTRS HLDGS INC 0.3%
Value ($000) $37,055 Shares 4,738,543 Est. Cost $12.94 Unrealized
VC VISTEON CORPORATION 0.3%
Value ($000) $36,980 Shares 332,730 Est. Cost $127.36 Unrealized -13.2%
FLEETCOR TECHNOLOGIES INC 0.3%
Value ($000) $35,926 Shares 160,500 Est. Cost $215.40 Unrealized
LUXE MYT NETHERLANDS PARENT BV 0.3%
Value ($000) $35,739 Shares 1,685,030 Est. Cost $28.31 Unrealized
GH GUARDANT HEALTH INC 0.3%
Value ($000) $35,357 Shares 353,500 Est. Cost $123.08 Unrealized -16.0%
EXPO EXPONENT INC 0.3%
Value ($000) $34,844 Shares 298,505 Est. Cost $32.07 Unrealized +248.6%
RSI RUSH STR INTERACTIVE INC 0.3%
Value ($000) $34,822 Shares 2,110,450 Est. Cost $16.66 Unrealized +13.2%
AZTA AZENTA INC 0.3%
Value ($000) $34,293 Shares 332,590 Est. Cost $30.03 Unrealized +260.8%
PHR PHREESIA INC 0.3%
Value ($000) $34,236 Shares 821,805 Est. Cost $33.87 Unrealized +75.4%
BAND BANDWIDTH INC 0.3%
Value ($000) $34,227 Shares 476,965 Est. Cost $126.77 Unrealized -38.5%
SUNNOVA ENERGY INTL INC COM 0.3%
Value ($000) $33,802 Shares 1,210,665 Est. Cost $37.81 Unrealized
RBC RBC BEARINGS INC 0.3%
Value ($000) $33,292 Shares 164,835 Est. Cost $216.81 Unrealized -0.9%
LFUS LITTELFUSE INC 0.3%
Value ($000) $33,188 Shares 105,465 Est. Cost $171.92 Unrealized +75.9%
STAA STAAR SURGICAL CO 0.3%
Value ($000) $31,973 Shares 350,200 Est. Cost $74.80 Unrealized +43.4%
WING WINGSTOP INC 0.3%
Value ($000) $31,450 Shares 182,000 Est. Cost $141.61 Unrealized +18.4%
ENFUSION INC 0.3%
Value ($000) $31,411 Shares 1,500,025 Est. Cost $20.94 Unrealized
ITT ITT INC 0.3%
Value ($000) $31,362 Shares 306,900 Est. Cost $56.94 Unrealized +71.8%
CGNX COGNEX CORP 0.3%
Value ($000) $31,081 Shares 399,700 Est. Cost $72.11 Unrealized +8.8%
FROG JFROG LTD 0.3%
Value ($000) $31,080 Shares 1,046,468 Est. Cost $69.23 Unrealized -52.4%
BOOT BOOT BARN HOLDINGS INC 0.3%
Value ($000) $29,856 Shares 242,630 Est. Cost $73.28 Unrealized +54.2%
REAL THE REALREAL INC 0.3%
Value ($000) $28,767 Shares 2,477,810 Est. Cost $20.69 Unrealized -36.4%
ADPT ADAPTIVE BIOTECHNOLOGIES CORPORATION 0.3%
Value ($000) $28,458 Shares 1,014,185 Est. Cost $37.52 Unrealized -18.3%
VONAGE HOLDINGS CORPORATION 0.2%
Value ($000) $27,169 Shares 1,306,840 Est. Cost $10.22 Unrealized
SHOCKWAVE MED INC 0.2%
Value ($000) $26,781 Shares 150,175 Est. Cost $81.00 Unrealized
OSW ONESPAWORLD HOLDINGS LIMITED 0.2%
Value ($000) $25,952 Shares 2,590,000 Est. Cost $10.65 Unrealized -1.6%
AVAH AVEANNA HEALTHCARE HOLDINGS INC 0.2%
Value ($000) $25,546 Shares 3,452,200 Est. Cost $11.86 Unrealized -38.8%
JKHY JACK HENRY & ASSOC 0.2%
Value ($000) $25,382 Shares 152,000 Est. Cost $132.23 Unrealized +16.2%
ADUS ADDUS HOMECARE COR 0.2%
Value ($000) $25,085 Shares 268,265 Est. Cost $70.44 Unrealized +27.7%
IOT SAMSARA INC 0.2%
Value ($000) $24,250 Shares 862,700 Est. Cost $26.05 Unrealized 0.0%
RPM RPM INTERNATIONAL INC. 0.2%
Value ($000) $23,685 Shares 234,500 Est. Cost $84.63 Unrealized +7.5%
RPAY REPAY HLDGS CORP 0.2%
Value ($000) $23,552 Shares 1,289,095 Est. Cost $17.00 Unrealized +15.5%
AXON AXON ENTERPRISE INC 0.2%
Value ($000) $23,048 Shares 146,800 Est. Cost $77.81 Unrealized +115.8%
MBUU MALIBU BOATS INC 0.2%
Value ($000) $22,669 Shares 329,830 Est. Cost $41.58 Unrealized +68.8%
PAX PATRIA INVESTMENTS LTD 0.2%
Value ($000) $22,319 Shares 1,377,700 Est. Cost $14.54 Unrealized -6.9%
TWLO TWILIO INC 0.2%
Value ($000) $22,305 Shares 84,700 Est. Cost $129.67 Unrealized +130.6%
ATR APTARGROUP INC. 0.2%
Value ($000) $22,046 Shares 180,000 Est. Cost $117.62 Unrealized 0.0%
ABG ASBURY AUTOMOTIVE GROUP, INC. 0.2%
Value ($000) $22,006 Shares 127,400 Est. Cost $184.09 Unrealized 0.0%
SAIA SAIA INC 0.2%
Value ($000) $19,514 Shares 57,900 Est. Cost $226.77 Unrealized +36.9%
ACVA ACV AUCTIONS INC CL A 0.2%
Value ($000) $19,010 Shares 1,009,035 Est. Cost $30.97 Unrealized -36.6%
NVST ENVISTA HLDGS CORP 0.2%
Value ($000) $18,024 Shares 400,000 Est. Cost $41.13 Unrealized 0.0%
MOMENTIVE GLOBAL INC 0.2%
Value ($000) $17,963 Shares 849,300 Est. Cost $21.07 Unrealized
BLFS BIOLIFE SOLUTIONS 0.2%
Value ($000) $17,862 Shares 479,270 Est. Cost $24.84 Unrealized +72.8%
TMCI TREACE MED CONCEPTS INC 0.2%
Value ($000) $17,001 Shares 912,080 Est. Cost $24.93 Unrealized -17.2%
VERX VERTEX INC 0.1%
Value ($000) $16,567 Shares 1,043,904 Est. Cost $24.25 Unrealized -21.9%
OLLI OLLIES BARGAIN OUTLET HLDGS INC 0.1%
Value ($000) $15,101 Shares 295,000 Est. Cost $63.23 Unrealized -3.7%
TARS TARSUS PHARMACEUTICALS INC 0.1%
Value ($000) $14,868 Shares 660,800 Est. Cost $29.37 Unrealized -11.5%
STERLING CHECK CORP 0.1%
Value ($000) $14,241 Shares 694,320 Est. Cost $25.96 Unrealized
AFYA AFYA LTD 0.1%
Value ($000) $14,145 Shares 900,400 Est. Cost $20.89 Unrealized -24.0%
FXLV F45 TRAINING HOLDINGS INC 0.1%
Value ($000) $12,779 Shares 1,173,500 Est. Cost $14.66 Unrealized -14.7%
PARAGON 28 INC 0.1%
Value ($000) $12,611 Shares 712,900 Est. Cost $17.69 Unrealized
TUFIN SOFTWARE TECHNOLOGIES LTD 0.1%
Value ($000) $12,383 Shares 1,173,700 Est. Cost $19.33 Unrealized
CWAN CLEARWATER ANALYTICS HLDGS INC 0.1%
Value ($000) $11,860 Shares 516,100 Est. Cost $23.79 Unrealized -5.0%
GHRS GH RESEARCH PLC 0.1%
Value ($000) $11,625 Shares 498,299 Est. Cost $20.41 Unrealized +7.6%
CURI CURIOSITYSTREAM INC NEW 0.1%
Value ($000) $11,180 Shares 1,885,311 Est. Cost $8.83 Unrealized -16.6%
PRTH PRIORITY TECHNOLOGY HOLDINGS INC 0.1%
Value ($000) $10,544 Shares 1,489,310 Est. Cost $10.72 Unrealized -42.5%
MASS 908 DEVICES INC 0.1%
Value ($000) $10,292 Shares 397,830 Est. Cost $32.36 Unrealized -9.1%
SEMR SEMRUSH HLDGS INC CL A 0.1%
Value ($000) $9,099 Shares 436,400 Est. Cost $13.52 Unrealized +64.8%
CERT CERTARA INC 0.1%
Value ($000) $8,921 Shares 313,905 Est. Cost $35.86 Unrealized -6.2%
COCO VITA COCO CO INC 0.1%
Value ($000) $8,715 Shares 780,200 Est. Cost $12.72 Unrealized 0.0%
TSHA TAYSHA GENE THERAPIES 0.1%
Value ($000) $7,679 Shares 659,100 Est. Cost $23.20 Unrealized -35.0%
QUOTIENT LTD. 0.1%
Value ($000) $7,157 Shares 2,763,471 Est. Cost $6.74 Unrealized
BAKKT HOLDINGS INC 0.1%
Value ($000) $6,808 Shares 800,000 Est. Cost $8.51 Unrealized
CODEX DNA INC 0.1%
Value ($000) $6,534 Shares 605,000 Est. Cost $22.00 Unrealized
VIMEO INC 0.1%
Value ($000) $5,733 Shares 319,200 Est. Cost $46.86 Unrealized
RELY REMITLY GLOBAL INC 0.0%
Value ($000) $2,106 Shares 102,130 Est. Cost $40.89 Unrealized -30.0%
MCAFEE CORP 0.0%
Value ($000) $1,571 Shares 60,900 Est. Cost $18.20 Unrealized
CLH CLEAN HARBORS, INC. 0.0%
Value ($000) $1,038 Shares 10,400 Est. Cost $61.64 Unrealized +70.9%
NEXIMMUNE INC 0.0%
Value ($000) $998 Shares 216,391 Est. Cost $19.08 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $923 Shares 11,200 Est. Cost $50.59 Unrealized +44.8%
CHEMOCENTRYX INC 0.0%
Value ($000) $874 Shares 24,000 Est. Cost $36.42 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $726 Shares 10,000 Est. Cost $55.86 Unrealized +5.3%
HUM HUMANA INC 0.0%
Value ($000) $325 Shares 700 Est. Cost $424.84 Unrealized 0.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $299 Shares 890 Est. Cost $99.23 Unrealized +215.8%
THC TENET HEALTHCARE CORPORATION 0.0%
Value ($000) $294 Shares 3,600 Est. Cost $62.02 Unrealized +17.8%
AAPL APPLE INC 0.0%
Value ($000) $274 Shares 1,544 Est. Cost $154.71 Unrealized 0.0%
DESPEGAR.COM, CORP 0.0%
Value ($000) $109 Shares 11,100 Est. Cost $9.82 Unrealized
OPRA OPERA LIMITED 0.0%
Value ($000) $92 Shares 13,100 Est. Cost $9.79 Unrealized