TimesSquare Capital Management, LLC Diversified Active

CIK: 0001313816 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $8,917,217 (100.0% shares, 0.0% debt)

Holdings (200)

PANW PALO ALTO NETWORKS INC 1.9%
Value ($000) $165,883 Shares 266,475 Est. Cost $86.85 Unrealized +3.1%
WCN WASTE CONNECTIONS INC 1.8%
Value ($000) $159,593 Shares 1,142,400 Est. Cost $79.07 Unrealized +57.9%
CATALENT INC 1.6%
Value ($000) $143,416 Shares 1,293,200 Est. Cost $77.46 Unrealized
RNR RENAISSANCERE HOLDINGS LTD. 1.6%
Value ($000) $139,996 Shares 883,200 Est. Cost $161.54 Unrealized -3.8%
CRWD CROWDSTRIKE HOLDINGS INC 1.5%
Value ($000) $136,041 Shares 599,090 Est. Cost $63.85 Unrealized +191.9%
IT GARTNER INCORPORATION 1.5%
Value ($000) $130,280 Shares 437,975 Est. Cost $112.85 Unrealized +156.6%
SBAC SBA COMMUNICATIONS CORPORATION 1.5%
Value ($000) $129,545 Shares 376,475 Est. Cost $130.19 Unrealized +134.2%
ORLY O'REILLY AUTOMOTIVE INC 1.4%
Value ($000) $124,252 Shares 181,400 Est. Cost $20.50 Unrealized +117.9%
COR AMERISOURCEBERGEN CORPORATION 1.4%
Value ($000) $121,703 Shares 786,650 Est. Cost $86.01 Unrealized +58.3%
TRU TRANSUNION 1.3%
Value ($000) $118,961 Shares 1,151,160 Est. Cost $61.10 Unrealized +62.5%
BC BRUNSWICK CORPORATION 1.2%
Value ($000) $108,482 Shares 1,341,100 Est. Cost $61.58 Unrealized +37.5%
SMARTSHEET INC 1.2%
Value ($000) $106,547 Shares 1,945,000 Est. Cost $52.37 Unrealized
CTAS CINTAS CORPORATION 1.1%
Value ($000) $100,903 Shares 237,200 Est. Cost $64.54 Unrealized +45.5%
POOL POOL CORPORATION 1.1%
Value ($000) $98,905 Shares 233,900 Est. Cost $275.92 Unrealized +60.8%
CRL CHARLES RIVER LABORATORIES INTL INC 1.0%
Value ($000) $91,425 Shares 321,954 Est. Cost $142.99 Unrealized +115.6%
SBNY SIGNATURE BANK 1.0%
Value ($000) $87,563 Shares 298,350 Est. Cost $210.29 Unrealized
SAILPOINT TECHNOLOGIES HOLDINGS INC 1.0%
Value ($000) $87,161 Shares 1,703,025 Est. Cost $26.72 Unrealized
MPWR MONOLITHIC PWR SYS 1.0%
Value ($000) $85,504 Shares 176,050 Est. Cost $169.98 Unrealized +148.7%
SNPS SYNOPSYS INC 0.9%
Value ($000) $84,556 Shares 253,715 Est. Cost $153.75 Unrealized +103.0%
MRVL MARVELL TECHNOLOGY INC 0.9%
Value ($000) $81,009 Shares 1,129,670 Est. Cost $54.07 Unrealized +31.1%
MLM MARTIN MARIETTA MATERIALS INC 0.9%
Value ($000) $80,894 Shares 210,175 Est. Cost $272.14 Unrealized +39.0%
APH AMPHENOL CORP 0.9%
Value ($000) $80,029 Shares 1,062,100 Est. Cost $26.58 Unrealized +40.4%
PCTY PAYLOCITY HOLDING CORPORATION 0.9%
Value ($000) $79,920 Shares 388,395 Est. Cost $140.78 Unrealized +43.8%
CHE CHEMED CORPORATION 0.9%
Value ($000) $79,858 Shares 157,650 Est. Cost $384.02 Unrealized +23.2%
NICE NICE LIMITED 0.9%
Value ($000) $79,661 Shares 363,750 Est. Cost $182.22 Unrealized
MCHP MICROCHIP TECH INC 0.9%
Value ($000) $78,649 Shares 1,046,700 Est. Cost $57.79 Unrealized +19.3%
BAH BOOZ ALLEN HAMILTON INC 0.9%
Value ($000) $77,220 Shares 879,100 Est. Cost $34.98 Unrealized +118.0%
VRSK VERISK ANALYTICS INC 0.9%
Value ($000) $77,149 Shares 359,450 Est. Cost $110.04 Unrealized +74.7%
CPRT COPART INC 0.9%
Value ($000) $76,292 Shares 608,050 Est. Cost $14.22 Unrealized +123.2%
EYE NATIONAL VISION HOLDINGS INC 0.9%
Value ($000) $76,192 Shares 1,748,715 Est. Cost $35.70 Unrealized +13.6%
LULU LULULEMON ATHLETIC 0.8%
Value ($000) $74,616 Shares 204,300 Est. Cost $251.84 Unrealized +29.2%
EME EMCOR GROUP INC 0.8%
Value ($000) $73,434 Shares 651,995 Est. Cost $81.82 Unrealized +42.1%
HORIZON THERAPEUTICS PLC 0.8%
Value ($000) $72,742 Shares 691,400 Est. Cost $107.95 Unrealized
CSL CARLISLE COMPANIES INC 0.8%
Value ($000) $70,259 Shares 285,700 Est. Cost $136.05 Unrealized +64.7%
ENTG ENTEGRIS INC 0.8%
Value ($000) $69,988 Shares 533,200 Est. Cost $36.07 Unrealized +250.6%
AME AMETEK INC 0.8%
Value ($000) $67,229 Shares 504,800 Est. Cost $61.42 Unrealized +113.1%
ASGN ASGN INCORPORATED 0.7%
Value ($000) $66,460 Shares 569,445 Est. Cost $75.06 Unrealized +51.0%
WNS HOLDINGS LTD 0.7%
Value ($000) $66,418 Shares 776,910 Est. Cost $35.90 Unrealized
NDAQ NASDAQ INC 0.7%
Value ($000) $65,696 Shares 368,665 Est. Cost $55.99 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.7%
Value ($000) $65,360 Shares 471,400 Est. Cost $104.89 Unrealized +15.9%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.7%
Value ($000) $64,405 Shares 858,500 Est. Cost $52.35 Unrealized +49.3%
RPRX ROYALTY PHARMA PLC 0.7%
Value ($000) $64,319 Shares 1,650,900 Est. Cost $44.99 Unrealized -12.7%
RRX REGAL REXNORD CORPORATION 0.7%
Value ($000) $64,314 Shares 432,279 Est. Cost $158.35 Unrealized +1.2%
CWST CASELLA WASTE SYSTEMS, INC. 0.7%
Value ($000) $63,545 Shares 724,987 Est. Cost $46.99 Unrealized +69.6%
BJ BJS WHSL CLUB HLDGS INC 0.7%
Value ($000) $63,391 Shares 937,600 Est. Cost $24.93 Unrealized +151.8%
HUBS HUBSPOT INC 0.7%
Value ($000) $63,072 Shares 132,800 Est. Cost $333.67 Unrealized +45.2%
VAC MARRIOTT VACATIONS WORLDWIDE CORP 0.7%
Value ($000) $62,607 Shares 397,000 Est. Cost $153.77 Unrealized +4.6%
WK WORKIVA INC 0.7%
Value ($000) $62,407 Shares 528,869 Est. Cost $136.58 Unrealized -19.1%
CYBER-ARK SOFTWARE LIMITED 0.7%
Value ($000) $61,990 Shares 367,350 Est. Cost $128.18 Unrealized
ZENDESK INC 0.7%
Value ($000) $61,613 Shares 512,200 Est. Cost $72.31 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC 0.7%
Value ($000) $61,349 Shares 930,800 Est. Cost $17.05 Unrealized -1.2%
KEYS KEYSIGHT TECHNOLOGIES, INC. 0.7%
Value ($000) $61,071 Shares 386,600 Est. Cost $99.27 Unrealized +67.8%
ICLR ICON PLC SHS 0.7%
Value ($000) $60,781 Shares 249,900 Est. Cost $243.54 Unrealized +2.9%
TTEK TETRA TECH INC 0.7%
Value ($000) $60,380 Shares 366,075 Est. Cost $28.00 Unrealized +9.9%
EHC ENCOMPASS HEALTH CORPORATION 0.7%
Value ($000) $60,252 Shares 847,300 Est. Cost $48.10 Unrealized +4.4%
FMC FMC CORPORATION 0.7%
Value ($000) $59,299 Shares 450,700 Est. Cost $81.22 Unrealized +26.2%
ASND ASCENDIS PHARMA A/S 0.7%
Value ($000) $58,733 Shares 500,450 Est. Cost $153.15 Unrealized
RHI ROBERT HALF INTL 0.7%
Value ($000) $58,631 Shares 513,500 Est. Cost $69.74 Unrealized +65.4%
ONTO ONTO INNOVATION INC 0.7%
Value ($000) $58,428 Shares 672,435 Est. Cost $33.85 Unrealized +162.7%
ZYNGA INC 0.6%
Value ($000) $57,481 Shares 6,220,900 Est. Cost $6.13 Unrealized
SYNA SYNAPTICS INCORPORATED 0.6%
Value ($000) $57,466 Shares 288,050 Est. Cost $121.72 Unrealized +82.2%
LESLIES INC 0.6%
Value ($000) $57,311 Shares 2,960,295 Est. Cost $26.75 Unrealized
NDSN NORDSON CORP 0.6%
Value ($000) $57,247 Shares 252,100 Est. Cost $190.06 Unrealized +15.4%
ESTC ELASTIC N V 0.6%
Value ($000) $56,701 Shares 637,450 Est. Cost $87.97 Unrealized +1.6%
PCAR PACCAR INC 0.6%
Value ($000) $56,506 Shares 641,600 Est. Cost $48.93 Unrealized +7.1%
BSY BENTLEY SYSTEMS INC 0.6%
Value ($000) $55,897 Shares 1,265,200 Est. Cost $45.47 Unrealized -13.8%
ZWS ZURN WTR SOLUTIONS CORP 0.6%
Value ($000) $55,843 Shares 1,577,490 Est. Cost $34.58 Unrealized -7.6%
FND FLOOR AND DECOR HOLDING INCORPORATION 0.6%
Value ($000) $55,748 Shares 688,250 Est. Cost $93.76 Unrealized +8.0%
FOCUS FINANCIAL PARTNERS INC 0.6%
Value ($000) $54,834 Shares 1,198,810 Est. Cost $40.50 Unrealized
ARGX ARGENX SE 0.6%
Value ($000) $54,738 Shares 173,600 Est. Cost $262.03 Unrealized
NVST ENVISTA HLDGS CORP 0.6%
Value ($000) $54,735 Shares 1,123,700 Est. Cost $44.35 Unrealized +4.0%
INTRA-CELLULAR THERAPIES INC 0.6%
Value ($000) $53,665 Shares 877,028 Est. Cost $31.01 Unrealized
PLNT PLANET FITNESS INCORPORATION 0.6%
Value ($000) $52,897 Shares 626,145 Est. Cost $68.83 Unrealized +26.1%
OLPX OLAPLEX HLDGS INC 0.6%
Value ($000) $52,829 Shares 3,380,000 Est. Cost $22.41 Unrealized -14.8%
INSP INSPIRE MEDICAL SYSTEMS INC 0.6%
Value ($000) $51,753 Shares 201,615 Est. Cost $113.41 Unrealized +101.5%
EXLS EXLSERVICE HLDGS I 0.6%
Value ($000) $51,645 Shares 360,470 Est. Cost $10.58 Unrealized +140.4%
ALGM ALLEGRO MICROSYSTEMS INC 0.6%
Value ($000) $51,605 Shares 1,817,077 Est. Cost $28.20 Unrealized +1.3%
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS 0.6%
Value ($000) $51,580 Shares 861,525 Est. Cost $64.14 Unrealized -2.5%
CALY CALLAWAY GOLF CO 0.6%
Value ($000) $49,296 Shares 2,104,885 Est. Cost $21.76 Unrealized +11.5%
GNRC GENERAC HLDGS 0.5%
Value ($000) $48,661 Shares 163,700 Est. Cost $295.59 Unrealized +1.5%
AZEK COMPANY INC CL A 0.5%
Value ($000) $48,281 Shares 1,943,670 Est. Cost $35.22 Unrealized
ATRC ATRICURE INC 0.5%
Value ($000) $48,091 Shares 732,310 Est. Cost $43.42 Unrealized +49.2%
DRVN DRIVEN BRANDS HOLDINGS INC 0.5%
Value ($000) $47,616 Shares 1,811,868 Est. Cost $29.07 Unrealized -0.4%
HGV HILTON GRAND VACATIONS INC 0.5%
Value ($000) $47,564 Shares 914,512 Est. Cost $32.04 Unrealized +57.3%
MTDR MATADOR RESOURCES COMPANY 0.5%
Value ($000) $47,475 Shares 896,085 Est. Cost $47.27 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.5%
Value ($000) $47,413 Shares 711,800 Est. Cost $80.72 Unrealized -17.8%
HXL HEXCEL CORPORATION 0.5%
Value ($000) $47,065 Shares 791,400 Est. Cost $54.86 Unrealized +0.5%
NEW RELIC INC 0.5%
Value ($000) $47,030 Shares 703,202 Est. Cost $64.69 Unrealized
KW KENNEDY-WILSON HOLDINGS INC 0.5%
Value ($000) $47,006 Shares 1,927,252 Est. Cost $20.75 Unrealized +10.9%
PAYCOR HCM INC 0.5%
Value ($000) $45,697 Shares 1,569,797 Est. Cost $30.41 Unrealized
RBC RBC BEARINGS INC 0.5%
Value ($000) $41,333 Shares 213,190 Est. Cost $210.92 Unrealized -9.5%
FLEETCOR TECHNOLOGIES INC 0.5%
Value ($000) $41,045 Shares 164,800 Est. Cost $216.28 Unrealized
HUBB HUBBELL INCORPORATED 0.5%
Value ($000) $40,760 Shares 221,800 Est. Cost $175.28 Unrealized +0.8%
SMPL SIMPLY GOOD FOODS COMPANY 0.5%
Value ($000) $40,758 Shares 1,073,984 Est. Cost $26.13 Unrealized +42.8%
MVBF MVB FINANCIAL CORP 0.5%
Value ($000) $40,707 Shares 980,900 Est. Cost $36.70 Unrealized -2.5%
AVALARA INC 0.5%
Value ($000) $40,653 Shares 408,535 Est. Cost $66.63 Unrealized
IAC IAC INTERACTIVECORP NEW 0.5%
Value ($000) $40,323 Shares 402,100 Est. Cost $120.77 Unrealized -19.5%
VC VISTEON CORPORATION 0.4%
Value ($000) $39,924 Shares 365,840 Est. Cost $125.63 Unrealized -13.8%
VCTR VICTORY CAPITAL HOLDINGS, INC. 0.4%
Value ($000) $39,834 Shares 1,379,759 Est. Cost $28.73 Unrealized -0.4%
SPT SPROUT SOCIAL INC 0.4%
Value ($000) $39,772 Shares 496,409 Est. Cost $78.32 Unrealized -12.6%
BURL BURLINGTON STORES INC. 0.4%
Value ($000) $39,731 Shares 218,100 Est. Cost $173.94 Unrealized +26.0%
PIONEER NATURAL RESOURCES CO 0.4%
Value ($000) $39,680 Shares 158,700 Est. Cost $250.03 Unrealized
QTWO Q2 HOLDINGS INC 0.4%
Value ($000) $39,478 Shares 640,350 Est. Cost $43.61 Unrealized +47.0%
MKSI MKS INSTRUMENTS IN 0.4%
Value ($000) $37,294 Shares 248,625 Est. Cost $68.50 Unrealized +119.5%
EVR EVERCORE INC 0.4%
Value ($000) $37,187 Shares 334,055 Est. Cost $82.42 Unrealized +38.7%
HLNE HAMILTON LANE INC 0.4%
Value ($000) $36,628 Shares 473,900 Est. Cost $39.28 Unrealized +112.2%
EVO PAYMENTS INC 0.4%
Value ($000) $36,273 Shares 1,570,930 Est. Cost $25.11 Unrealized
TNDM TANDEM DIABETES CARE INC 0.4%
Value ($000) $35,561 Shares 305,795 Est. Cost $45.01 Unrealized +159.4%
WSC WILLSCOT MOBILE MINI HLDGS CORP 0.4%
Value ($000) $35,139 Shares 898,000 Est. Cost $12.33 Unrealized +204.8%
OUTSET MEDICAL 0.4%
Value ($000) $34,771 Shares 765,880 Est. Cost $54.97 Unrealized
ENVESTNET INC 0.4%
Value ($000) $34,450 Shares 462,785 Est. Cost $63.05 Unrealized
FA FIRST ADVANTAGE CORPORATION 0.4%
Value ($000) $34,444 Shares 1,705,997 Est. Cost $17.89 Unrealized -13.4%
TPG TPG INC 0.4%
Value ($000) $34,399 Shares 1,141,300 Est. Cost $30.93 Unrealized 0.0%
LASR NLIGHT INC 0.4%
Value ($000) $34,387 Shares 1,983,080 Est. Cost $26.77 Unrealized -29.7%
BTRS HLDGS INC 0.4%
Value ($000) $34,300 Shares 4,585,543 Est. Cost $12.94 Unrealized
SILK ROAD MEDICAL INC 0.4%
Value ($000) $34,247 Shares 829,420 Est. Cost $44.13 Unrealized
SNCY SUN COUNTRY AIRLINES HOLDINGS INC 0.4%
Value ($000) $33,082 Shares 1,263,635 Est. Cost $33.41 Unrealized -22.0%
SICPQ SILVERGATE CAP CORP 0.4%
Value ($000) $32,255 Shares 214,219 Est. Cost $171.01 Unrealized -27.7%
PTCT PTC THERAPEUTICS, INC. 0.4%
Value ($000) $31,654 Shares 848,405 Est. Cost $45.57 Unrealized -15.5%
INTEGRAL AD SCIENCE HOLDING CORP 0.4%
Value ($000) $31,397 Shares 2,275,159 Est. Cost $20.92 Unrealized
U UNITY SOFTWARE INC 0.4%
Value ($000) $31,211 Shares 314,600 Est. Cost $112.27 Unrealized -7.7%
FROG JFROG LTD 0.3%
Value ($000) $30,531 Shares 1,132,881 Est. Cost $65.88 Unrealized -61.6%
PINS PINTEREST INC 0.3%
Value ($000) $30,519 Shares 1,240,100 Est. Cost $27.35 Unrealized -0.2%
SHOCKWAVE MED INC 0.3%
Value ($000) $30,269 Shares 145,975 Est. Cost $81.00 Unrealized
IOT SAMSARA INC 0.3%
Value ($000) $30,047 Shares 1,875,600 Est. Cost $22.28 Unrealized -14.4%
USFD US FOODS HOLDING CORPORATION 0.3%
Value ($000) $30,010 Shares 797,500 Est. Cost $36.89 Unrealized -1.2%
EXPO EXPONENT INC 0.3%
Value ($000) $29,758 Shares 275,405 Est. Cost $32.07 Unrealized +186.6%
POWERSCHOOL HOLDINGS INC 0.3%
Value ($000) $29,677 Shares 1,797,508 Est. Cost $24.11 Unrealized
TYL TYLER TECHNOLOGIES 0.3%
Value ($000) $29,674 Shares 66,700 Est. Cost $465.11 Unrealized -3.3%
AZTA AZENTA INC 0.3%
Value ($000) $27,142 Shares 327,490 Est. Cost $30.03 Unrealized +185.8%
LUNG PULMONX CORPORATION 0.3%
Value ($000) $26,644 Shares 1,073,904 Est. Cost $43.20 Unrealized -40.2%
COUPA SOFTWARE INCORPORATED 0.3%
Value ($000) $26,627 Shares 262,000 Est. Cost $125.32 Unrealized
NANOSTRING TECHNOLOGIES INC. 0.3%
Value ($000) $26,511 Shares 762,900 Est. Cost $36.03 Unrealized
OSW ONESPAWORLD HOLDINGS LIMITED 0.3%
Value ($000) $25,965 Shares 2,545,600 Est. Cost $10.65 Unrealized -5.7%
RCUS ARCUS BIOSCIENCES INC. 0.3%
Value ($000) $25,943 Shares 822,012 Est. Cost $30.81 Unrealized +8.8%
ADUS ADDUS HOMECARE COR 0.3%
Value ($000) $25,372 Shares 271,965 Est. Cost $70.57 Unrealized +13.9%
SUNNOVA ENERGY INTL INC COM 0.3%
Value ($000) $24,489 Shares 1,061,955 Est. Cost $37.81 Unrealized
STAA STAAR SURGICAL CO 0.3%
Value ($000) $24,476 Shares 306,300 Est. Cost $74.80 Unrealized -0.4%
GFL GFL ENVIRONMENTAL INC 0.3%
Value ($000) $23,803 Shares 731,500 Est. Cost $28.16 Unrealized +10.6%
GLBE GLOBAL E ONLINE LTD 0.3%
Value ($000) $23,617 Shares 699,140 Est. Cost $53.17 Unrealized -29.0%
MXL MAXLINEAR INC 0.3%
Value ($000) $23,507 Shares 402,855 Est. Cost $60.89 Unrealized 0.0%
GH GUARDANT HEALTH INC 0.3%
Value ($000) $23,416 Shares 353,500 Est. Cost $123.08 Unrealized -44.4%
ACVA ACV AUCTIONS INC CL A 0.3%
Value ($000) $23,088 Shares 1,558,935 Est. Cost $24.95 Unrealized -44.3%
PHR PHREESIA INC 0.3%
Value ($000) $22,321 Shares 846,790 Est. Cost $33.78 Unrealized -9.3%
BOOT BOOT BARN HOLDINGS INC 0.2%
Value ($000) $21,795 Shares 229,930 Est. Cost $73.28 Unrealized +29.5%
WING WINGSTOP INC 0.2%
Value ($000) $21,312 Shares 181,610 Est. Cost $141.61 Unrealized +0.1%
STERLING CHECK CORP 0.2%
Value ($000) $21,145 Shares 800,020 Est. Cost $26.02 Unrealized
LFUS LITTELFUSE INC 0.2%
Value ($000) $20,929 Shares 83,915 Est. Cost $171.92 Unrealized +54.3%
ENFUSION INC 0.2%
Value ($000) $20,750 Shares 1,631,305 Est. Cost $20.28 Unrealized
PJT PJT PARTNERS INC 0.2%
Value ($000) $20,602 Shares 326,400 Est. Cost $59.38 Unrealized +5.2%
VERX VERTEX INC 0.2%
Value ($000) $20,266 Shares 1,321,104 Est. Cost $22.10 Unrealized -36.7%
PFGC PERFORMANCE FOOD GROUP COMPANY 0.2%
Value ($000) $19,880 Shares 390,500 Est. Cost $34.47 Unrealized +42.2%
MBUU MALIBU BOATS INC 0.2%
Value ($000) $19,244 Shares 331,730 Est. Cost $41.58 Unrealized +55.0%
PAX PATRIA INVESTMENTS LTD 0.2%
Value ($000) $18,790 Shares 1,055,000 Est. Cost $14.54 Unrealized -8.9%
RPAY REPAY HLDGS CORP 0.2%
Value ($000) $18,397 Shares 1,245,580 Est. Cost $17.00 Unrealized -2.9%
REAL THE REALREAL INC 0.2%
Value ($000) $17,839 Shares 2,457,103 Est. Cost $20.69 Unrealized -57.2%
CMCO COLUMBUS MCKINNON CORPORATION 0.2%
Value ($000) $17,791 Shares 419,590 Est. Cost $43.34 Unrealized 0.0%
LUXE MYT NETHERLANDS PARENT BV 0.2%
Value ($000) $17,644 Shares 1,442,720 Est. Cost $28.31 Unrealized
AFYA AFYA LTD 0.2%
Value ($000) $17,293 Shares 1,200,100 Est. Cost $19.05 Unrealized -29.0%
TMCI TREACE MED CONCEPTS INC 0.2%
Value ($000) $16,515 Shares 873,324 Est. Cost $24.93 Unrealized -22.0%
BLUEPRINT MEDICINES CORPORATION 0.2%
Value ($000) $15,580 Shares 243,899 Est. Cost $80.78 Unrealized
HQY HEALTHEQUITY INC 0.2%
Value ($000) $14,889 Shares 220,780 Est. Cost $54.00 Unrealized 0.0%
CGNX COGNEX CORP 0.2%
Value ($000) $13,578 Shares 176,000 Est. Cost $72.11 Unrealized -7.6%
RSI RUSH STR INTERACTIVE INC 0.1%
Value ($000) $12,684 Shares 1,744,650 Est. Cost $16.66 Unrealized -39.5%
ATR APTARGROUP INC. 0.1%
Value ($000) $12,103 Shares 103,000 Est. Cost $117.62 Unrealized -5.3%
LHC GROUP INC 0.1%
Value ($000) $11,296 Shares 67,000 Est. Cost $143.12 Unrealized
TARS TARSUS PHARMACEUTICALS INC 0.1%
Value ($000) $11,094 Shares 659,600 Est. Cost $29.37 Unrealized -36.8%
BLFS BIOLIFE SOLUTIONS 0.1%
Value ($000) $10,951 Shares 481,770 Est. Cost $24.84 Unrealized +6.0%
ADPT ADAPTIVE BIOTECHNOLOGIES CORPORATION 0.1%
Value ($000) $10,946 Shares 788,585 Est. Cost $37.52 Unrealized -58.1%
TUFIN SOFTWARE TECHNOLOGIES LTD 0.1%
Value ($000) $10,385 Shares 1,162,900 Est. Cost $19.33 Unrealized
IIPR INNOVATIVE INDUSTRIAL PROPERTES INC 0.1%
Value ($000) $9,962 Shares 48,500 Est. Cost $205.40 Unrealized
JKHY JACK HENRY & ASSOC 0.1%
Value ($000) $9,951 Shares 50,500 Est. Cost $132.23 Unrealized +25.9%
COCO VITA COCO CO INC 0.1%
Value ($000) $9,929 Shares 1,108,100 Est. Cost $12.05 Unrealized -13.2%
ABG ASBURY AUTOMOTIVE GROUP, INC. 0.1%
Value ($000) $9,676 Shares 60,400 Est. Cost $184.09 Unrealized -4.9%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $9,669 Shares 70,200 Est. Cost $77.81 Unrealized +76.3%
ITT ITT INC 0.1%
Value ($000) $9,616 Shares 127,850 Est. Cost $56.94 Unrealized +55.0%
FXLV F45 TRAINING HOLDINGS INC 0.1%
Value ($000) $9,392 Shares 877,787 Est. Cost $14.66 Unrealized -11.8%
RPM RPM INTERNATIONAL INC. 0.1%
Value ($000) $9,219 Shares 113,200 Est. Cost $84.63 Unrealized +1.4%
GHRS GH RESEARCH PLC 0.1%
Value ($000) $8,842 Shares 483,409 Est. Cost $20.41 Unrealized -13.5%
PRTH PRIORITY TECHNOLOGY HOLDINGS INC 0.1%
Value ($000) $8,419 Shares 1,464,110 Est. Cost $10.72 Unrealized -45.9%
MASS 908 DEVICES INC 0.1%
Value ($000) $7,475 Shares 393,230 Est. Cost $32.36 Unrealized -46.9%
CERT CERTARA INC 0.1%
Value ($000) $6,713 Shares 312,505 Est. Cost $35.86 Unrealized -33.0%
MOMENTIVE GLOBAL INC 0.1%
Value ($000) $6,489 Shares 399,100 Est. Cost $21.07 Unrealized
AVAH AVEANNA HEALTHCARE HOLDINGS INC 0.1%
Value ($000) $6,398 Shares 1,876,200 Est. Cost $11.86 Unrealized -54.2%
PARAGON 28 INC 0.1%
Value ($000) $5,712 Shares 341,200 Est. Cost $17.69 Unrealized
CWAN CLEARWATER ANALYTICS HLDGS INC 0.1%
Value ($000) $5,561 Shares 264,800 Est. Cost $23.79 Unrealized -21.4%
CURI CURIOSITYSTREAM INC NEW 0.1%
Value ($000) $5,182 Shares 1,786,911 Est. Cost $8.83 Unrealized -60.3%
TWLO TWILIO INC 0.1%
Value ($000) $4,681 Shares 28,400 Est. Cost $129.67 Unrealized +40.5%
TSHA TAYSHA GENE THERAPIES 0.0%
Value ($000) $4,342 Shares 665,900 Est. Cost $23.04 Unrealized -67.6%
SEMR SEMRUSH HLDGS INC CL A 0.0%
Value ($000) $3,946 Shares 330,500 Est. Cost $13.52 Unrealized +11.3%
QUOTIENT LTD. 0.0%
Value ($000) $3,262 Shares 2,718,171 Est. Cost $6.74 Unrealized
CODEX DNA INC 0.0%
Value ($000) $3,129 Shares 582,600 Est. Cost $22.00 Unrealized
LEGN LEGEND BIOTECH CORP 0.0%
Value ($000) $3,125 Shares 86,000 Est. Cost $36.34 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $1,349 Shares 3,100 Est. Cost $407.32 Unrealized -1.3%
CLH CLEAN HARBORS, INC. 0.0%
Value ($000) $1,262 Shares 11,300 Est. Cost $64.59 Unrealized +52.8%
CHEMOCENTRYX INC 0.0%
Value ($000) $714 Shares 28,500 Est. Cost $34.62 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $600 Shares 3,700 Est. Cost $126.41 Unrealized 0.0%
NOTV INOTIV INC 0.0%
Value ($000) $340 Shares 13,000 Est. Cost $28.08 Unrealized 0.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $219 Shares 710 Est. Cost $99.23 Unrealized +193.6%
AAPL APPLE INC 0.0%
Value ($000) $208 Shares 1,194 Est. Cost $154.71 Unrealized +6.5%