EULAV Asset Management Diversified Active

CIK: 0001540826 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 4, 2022

Total Value ($000): $2,259,699 (100.0% shares, 0.0% debt)

Holdings (198)

CTAS CINTAS CORP 3.0%
Value ($000) $67,730 Shares 174,477 Est. Cost $64.67 Unrealized +53.2%
DHR DANAHER CORPORATION 2.7%
Value ($000) $61,095 Shares 236,537 Est. Cost $65.91 Unrealized +265.2%
CDNS CADENCE DESIGN SYSTEM INC 2.7%
Value ($000) $60,345 Shares 369,241 Est. Cost $59.13 Unrealized +190.8%
TMO THERMO FISHER SCIENTIFIC INC 2.3%
Value ($000) $52,241 Shares 103,000 Est. Cost $224.75 Unrealized +146.6%
INTU INTUIT 2.2%
Value ($000) $48,809 Shares 126,016 Est. Cost $241.22 Unrealized +75.2%
SPGI S&P GLOBAL INC 2.1%
Value ($000) $47,479 Shares 155,492 Est. Cost $312.31 Unrealized +11.3%
TDG TRANSDIGM GROUP INC 2.1%
Value ($000) $46,814 Shares 89,200 Est. Cost $271.92 Unrealized +84.9%
TDY TELEDYNE TECHNOLOGIES INC 1.9%
Value ($000) $42,892 Shares 127,100 Est. Cost $105.99 Unrealized +260.1%
WRB BERKLEY W R CORP 1.9%
Value ($000) $42,206 Shares 653,544 Est. Cost $29.23 Unrealized +36.9%
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $41,670 Shares 161,951 Est. Cost $123.72 Unrealized +122.0%
RSG REPUBLIC SVCS INC 1.7%
Value ($000) $37,336 Shares 274,451 Est. Cost $70.29 Unrealized +90.4%
ICE INTERCONTINENTAL EXCHANGE IN 1.6%
Value ($000) $36,755 Shares 406,802 Est. Cost $93.19 Unrealized +2.8%
TYL TYLER TECHNOLOGIES INC 1.6%
Value ($000) $36,118 Shares 103,937 Est. Cost $205.89 Unrealized +80.6%
CHE CHEMED CORP NEW 1.6%
Value ($000) $36,104 Shares 82,700 Est. Cost $277.01 Unrealized +71.6%
CRM SALESFORCE INC 1.6%
Value ($000) $35,154 Shares 244,400 Est. Cost $87.17 Unrealized +92.2%
NOW SERVICENOW INC 1.5%
Value ($000) $34,387 Shares 91,064 Est. Cost $41.17 Unrealized +118.7%
FISV FISERV INC 1.4%
Value ($000) $31,976 Shares 341,729 Est. Cost $60.44 Unrealized +68.6%
UNP UNION PAC CORP 1.4%
Value ($000) $31,970 Shares 164,100 Est. Cost $132.81 Unrealized +53.8%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $30,839 Shares 65,300 Est. Cost $144.54 Unrealized +244.6%
EXPO EXPONENT INC 1.3%
Value ($000) $29,720 Shares 339,000 Est. Cost $59.49 Unrealized +52.6%
FICO FAIR ISAAC CORP 1.3%
Value ($000) $29,090 Shares 70,604 Est. Cost $236.39 Unrealized +92.0%
IT GARTNER INC 1.2%
Value ($000) $28,174 Shares 101,824 Est. Cost $146.64 Unrealized +91.2%
POOL POOL CORP 1.2%
Value ($000) $28,130 Shares 88,400 Est. Cost $85.04 Unrealized +300.8%
AFG AMERICAN FINL GROUP INC OHIO 1.2%
Value ($000) $27,671 Shares 225,092 Est. Cost $55.76 Unrealized +87.0%
EPAM EPAM SYS INC 1.2%
Value ($000) $27,490 Shares 75,900 Est. Cost $332.93 Unrealized +14.9%
CHDN CHURCHILL DOWNS INC 1.2%
Value ($000) $26,518 Shares 144,003 Est. Cost $48.81 Unrealized +106.1%
ROP ROPER TECHNOLOGIES INC 1.2%
Value ($000) $26,099 Shares 72,569 Est. Cost $183.57 Unrealized +117.0%
AON AON PLC 1.1%
Value ($000) $25,635 Shares 95,700 Est. Cost $184.92 Unrealized +49.2%
ACGL ARCH CAP GROUP LTD 1.1%
Value ($000) $24,223 Shares 531,900 Est. Cost $28.60 Unrealized +50.2%
GIB CGI INC 1.0%
Value ($000) $22,745 Shares 302,300 Est. Cost $70.48 Unrealized +15.0%
ELS EQUITY LIFESTYLE PPTYS INC 1.0%
Value ($000) $22,497 Shares 358,000 Est. Cost $70.26 Unrealized
LII LENNOX INTL INC 1.0%
Value ($000) $21,777 Shares 97,800 Est. Cost $85.09 Unrealized +169.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $21,438 Shares 77,900 Est. Cost $361.73 Unrealized +4.6%
SNPS SYNOPSYS INC 0.9%
Value ($000) $21,268 Shares 69,615 Est. Cost $116.08 Unrealized +191.7%
MSI MOTOROLA SOLUTIONS INC 0.9%
Value ($000) $20,404 Shares 91,100 Est. Cost $200.13 Unrealized +13.4%
IDXX IDEXX LABS INC 0.9%
Value ($000) $19,939 Shares 61,200 Est. Cost $60.48 Unrealized +507.4%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $19,899 Shares 253,776 Est. Cost $62.84 Unrealized +22.7%
META META PLATFORMS INC 0.9%
Value ($000) $19,676 Shares 145,017 Est. Cost $200.69 Unrealized -19.8%
MRSH MARSH & MCLENNAN COS INC 0.9%
Value ($000) $19,572 Shares 131,100 Est. Cost $152.13 Unrealized +0.1%
AMZN AMAZON COM INC 0.9%
Value ($000) $19,549 Shares 173,000 Est. Cost $119.53 Unrealized +5.7%
FANG DIAMONDBACK ENERGY INC 0.9%
Value ($000) $19,276 Shares 160,021 Est. Cost $62.15 Unrealized +72.9%
ANSYS INC 0.8%
Value ($000) $18,290 Shares 82,500 Est. Cost $116.45 Unrealized
RLI RLI CORP 0.8%
Value ($000) $17,917 Shares 175,000 Est. Cost $17.20 Unrealized +179.2%
GOOGL ALPHABET INC 0.8%
Value ($000) $17,791 Shares 186,000 Est. Cost $106.64 Unrealized +3.2%
WCN WASTE CONNECTIONS INC 0.8%
Value ($000) $17,496 Shares 129,478 Est. Cost $88.97 Unrealized +49.9%
V VISA INC 0.8%
Value ($000) $17,412 Shares 98,014 Est. Cost $185.79 Unrealized +6.8%
JJSF J & J SNACK FOODS CORP 0.7%
Value ($000) $16,792 Shares 129,700 Est. Cost $105.61 Unrealized +24.8%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $16,300 Shares 615,091 Est. Cost $40.74 Unrealized -32.2%
IQV IQVIA HLDGS INC 0.7%
Value ($000) $16,287 Shares 89,913 Est. Cost $200.44 Unrealized +9.3%
PIONEER NAT RES CO 0.7%
Value ($000) $15,810 Shares 73,016 Est. Cost $174.56 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.7%
Value ($000) $15,721 Shares 14,501 Est. Cost $314.73 Unrealized +294.8%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $15,493 Shares 180,000 Est. Cost $102.81 Unrealized -14.0%
QCOM QUALCOMM INC 0.7%
Value ($000) $15,032 Shares 133,048 Est. Cost $88.15 Unrealized +44.1%
ECL ECOLAB INC 0.7%
Value ($000) $14,991 Shares 103,800 Est. Cost $114.75 Unrealized +36.0%
AAPL APPLE INC 0.6%
Value ($000) $14,375 Shares 104,018 Est. Cost $92.29 Unrealized +67.2%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $14,191 Shares 49,909 Est. Cost $151.47 Unrealized +114.7%
VRTX VERTEX PHARMACEUTICALS INC 0.6%
Value ($000) $13,901 Shares 48,010 Est. Cost $208.45 Unrealized +38.0%
MSFT MICROSOFT CORP 0.6%
Value ($000) $13,744 Shares 59,012 Est. Cost $183.88 Unrealized +39.7%
TSLA TESLA INC 0.6%
Value ($000) $13,190 Shares 49,726 Est. Cost $295.10 Unrealized -5.4%
EXEL EXELIXIS INC 0.6%
Value ($000) $13,014 Shares 830,000 Est. Cost $22.08 Unrealized -12.5%
SPSC SPS COMM INC 0.6%
Value ($000) $12,982 Shares 104,500 Est. Cost $48.15 Unrealized +151.8%
EXLS EXLSERVICE HOLDINGS INC 0.6%
Value ($000) $12,702 Shares 86,200 Est. Cost $10.87 Unrealized +200.1%
BAC BK OF AMERICA CORP 0.6%
Value ($000) $12,533 Shares 415,000 Est. Cost $28.53 Unrealized +7.2%
ATR APTARGROUP INC 0.5%
Value ($000) $12,252 Shares 128,926 Est. Cost $60.73 Unrealized +63.6%
JKHY HENRY JACK & ASSOC INC 0.5%
Value ($000) $12,159 Shares 66,708 Est. Cost $119.44 Unrealized +57.1%
RBC RBC BEARINGS INC 0.5%
Value ($000) $10,910 Shares 52,500 Est. Cost $68.32 Unrealized +237.0%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $10,257 Shares 35,000 Est. Cost $319.80 Unrealized -7.1%
DIS DISNEY WALT CO 0.4%
Value ($000) $9,905 Shares 105,000 Est. Cost $110.83 Unrealized -5.7%
DXCM DEXCOM INC 0.4%
Value ($000) $9,826 Shares 122,000 Est. Cost $83.11 Unrealized +1.9%
NFLX NETFLIX INC 0.4%
Value ($000) $9,420 Shares 40,011 Est. Cost $29.44 Unrealized -24.5%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $9,368 Shares 5,701 Est. Cost $2059.49 Unrealized -10.3%
HEI HEICO CORP NEW 0.4%
Value ($000) $9,155 Shares 63,583 Est. Cost $59.57 Unrealized +151.7%
EXAS EXACT SCIENCES CORP 0.4%
Value ($000) $8,935 Shares 275,000 Est. Cost $79.98 Unrealized -48.4%
BX BLACKSTONE INC 0.4%
Value ($000) $8,789 Shares 105,000 Est. Cost $46.36 Unrealized +88.3%
FFIN FIRST FINL BANKSHARES INC 0.4%
Value ($000) $8,638 Shares 206,496 Est. Cost $19.91 Unrealized +100.2%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $8,622 Shares 71,029 Est. Cost $16.56 Unrealized -4.7%
DAL DELTA AIR LINES INC DEL 0.4%
Value ($000) $8,558 Shares 305,000 Est. Cost $38.68 Unrealized -20.1%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $8,228 Shares 20,508 Est. Cost $223.32 Unrealized +80.3%
WDAY WORKDAY INC 0.4%
Value ($000) $8,068 Shares 53,000 Est. Cost $170.37 Unrealized -8.1%
ROL ROLLINS INC 0.4%
Value ($000) $8,013 Shares 231,049 Est. Cost $20.09 Unrealized +71.9%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $7,923 Shares 125,053 Est. Cost $93.27 Unrealized -8.7%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $7,838 Shares 75,000 Est. Cost $104.90 Unrealized +0.7%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $7,817 Shares 130,000 Est. Cost $54.61 Unrealized -3.1%
PLUS EPLUS INC 0.3%
Value ($000) $7,751 Shares 186,600 Est. Cost $42.18 Unrealized +16.0%
WWD WOODWARD INC 0.3%
Value ($000) $7,464 Shares 93,000 Est. Cost $43.17 Unrealized +113.9%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $7,416 Shares 45,000 Est. Cost $74.09 Unrealized +146.9%
SLGN SILGAN HOLDINGS INC 0.3%
Value ($000) $7,256 Shares 172,600 Est. Cost $27.81 Unrealized +58.2%
MTCH MATCH GROUP INC NEW 0.3%
Value ($000) $7,163 Shares 150,000 Est. Cost $97.95 Unrealized -37.3%
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $6,989 Shares 25,000 Est. Cost $320.46 Unrealized -3.2%
WTS WATTS WATER TECHNOLOGIES INC 0.3%
Value ($000) $6,682 Shares 53,147 Est. Cost $81.34 Unrealized +66.9%
HOOD ROBINHOOD MKTS INC 0.3%
Value ($000) $6,666 Shares 660,000 Est. Cost $28.75 Unrealized -66.6%
AAON AAON INC 0.3%
Value ($000) $6,665 Shares 123,700 Est. Cost $19.57 Unrealized +93.8%
OKTA OKTA INC 0.3%
Value ($000) $6,597 Shares 116,000 Est. Cost $141.06 Unrealized -39.0%
SYK STRYKER CORPORATION 0.3%
Value ($000) $6,556 Shares 32,371 Est. Cost $253.09 Unrealized -19.8%
SPLUNK INC 0.3%
Value ($000) $6,317 Shares 84,000 Est. Cost $120.54 Unrealized
FIVN FIVE9 INC 0.3%
Value ($000) $6,291 Shares 83,900 Est. Cost $44.95 Unrealized +116.1%
TWLO TWILIO INC 0.3%
Value ($000) $6,084 Shares 88,000 Est. Cost $131.96 Unrealized -39.4%
CPRT COPART INC 0.3%
Value ($000) $6,012 Shares 56,500 Est. Cost $21.17 Unrealized +40.7%
FCN FTI CONSULTING INC 0.3%
Value ($000) $5,999 Shares 36,200 Est. Cost $66.91 Unrealized +151.4%
WK WORKIVA INC 0.3%
Value ($000) $5,944 Shares 76,400 Est. Cost $50.75 Unrealized +34.5%
USPH U S PHYSICAL THERAPY 0.3%
Value ($000) $5,914 Shares 77,800 Est. Cost $84.52 Unrealized +13.8%
BIO BIO RAD LABS INC 0.3%
Value ($000) $5,673 Shares 13,600 Est. Cost $288.86 Unrealized +72.6%
ENSG ENSIGN GROUP INC 0.3%
Value ($000) $5,668 Shares 71,300 Est. Cost $44.62 Unrealized +84.1%
INTERCEPT PHARMACEUTICALS IN 0.2%
Value ($000) $5,510 Shares 395,000 Est. Cost $41.95 Unrealized
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $5,482 Shares 85,000 Est. Cost $174.66 Unrealized -60.0%
CSL CARLISLE COS INC 0.2%
Value ($000) $5,440 Shares 19,400 Est. Cost $89.22 Unrealized +208.5%
SF STIFEL FINL CORP 0.2%
Value ($000) $5,421 Shares 104,422 Est. Cost $27.00 Unrealized +104.4%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $5,361 Shares 107,015 Est. Cost $63.31 Unrealized -10.1%
ROKU ROKU INC 0.2%
Value ($000) $5,132 Shares 91,000 Est. Cost $231.52 Unrealized -67.1%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $5,039 Shares 63,000 Est. Cost $166.78 Unrealized
CROX CROCS INC 0.2%
Value ($000) $4,923 Shares 71,700 Est. Cost $23.54 Unrealized +195.0%
OMCL OMNICELL COM 0.2%
Value ($000) $4,891 Shares 56,200 Est. Cost $73.09 Unrealized +43.7%
LSTR LANDSTAR SYS INC 0.2%
Value ($000) $4,883 Shares 33,820 Est. Cost $72.34 Unrealized
DKNG DRAFTKINGS INC NEW 0.2%
Value ($000) $4,845 Shares 320,000 Est. Cost $14.08 Unrealized +12.9%
COOPER COS INC 0.2%
Value ($000) $4,539 Shares 17,200 Est. Cost $312.85 Unrealized
LYFT LYFT INC 0.2%
Value ($000) $4,346 Shares 330,000 Est. Cost $50.62 Unrealized -69.6%
AMN AMN HEALTHCARE SVCS INC 0.2%
Value ($000) $4,307 Shares 40,651 Est. Cost $103.82 Unrealized +5.6%
CVCO CAVCO INDS INC DEL 0.2%
Value ($000) $4,280 Shares 20,800 Est. Cost $157.33 Unrealized +50.6%
SNAP SNAP INC 0.2%
Value ($000) $4,124 Shares 420,000 Est. Cost $48.15 Unrealized -75.8%
BLD TOPBUILD CORP 0.2%
Value ($000) $4,021 Shares 24,400 Est. Cost $83.61 Unrealized +121.2%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value ($000) $3,962 Shares 62,000 Est. Cost $16.85 Unrealized -10.3%
TNET TRINET GROUP INC 0.2%
Value ($000) $3,946 Shares 55,400 Est. Cost $63.51 Unrealized +24.9%
ZTS ZOETIS INC 0.2%
Value ($000) $3,856 Shares 26,000 Est. Cost $166.76 Unrealized -3.2%
KWR QUAKER HOUGHTON 0.2%
Value ($000) $3,855 Shares 26,700 Est. Cost $193.90 Unrealized -15.4%
SBUX STARBUCKS CORP 0.2%
Value ($000) $3,796 Shares 45,052 Est. Cost $64.41 Unrealized +21.6%
MNRO MONRO INC 0.2%
Value ($000) $3,768 Shares 86,700 Est. Cost $59.73 Unrealized -20.7%
BCPC BALCHEM CORP 0.2%
Value ($000) $3,684 Shares 30,300 Est. Cost $96.28 Unrealized +32.3%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $3,670 Shares 17,000 Est. Cost $238.47 Unrealized +0.9%
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $3,563 Shares 20,000 Est. Cost $245.89 Unrealized -6.8%
PEN PENUMBRA INC 0.2%
Value ($000) $3,432 Shares 18,100 Est. Cost $160.46 Unrealized 0.0%
ENS ENERSYS 0.1%
Value ($000) $3,380 Shares 58,100 Est. Cost $41.85 Unrealized +47.3%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $3,346 Shares 17,000 Est. Cost $212.77 Unrealized +1.5%
NKE NIKE INC 0.1%
Value ($000) $3,328 Shares 40,040 Est. Cost $111.29 Unrealized -8.7%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value ($000) $3,291 Shares 100,000 Est. Cost $31.23 Unrealized +9.1%
WD WALKER & DUNLOP INC 0.1%
Value ($000) $3,257 Shares 38,900 Est. Cost $43.33 Unrealized +112.5%
TTC TORO CO 0.1%
Value ($000) $3,252 Shares 37,600 Est. Cost $36.64 Unrealized +133.6%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $3,219 Shares 42,600 Est. Cost $114.59 Unrealized -25.6%
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $3,188 Shares 460,000 Est. Cost $62.10 Unrealized -83.6%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $3,137 Shares 26,006 Est. Cost $76.71 Unrealized +63.1%
AVGO BROADCOM INC 0.1%
Value ($000) $3,116 Shares 7,017 Est. Cost $24.32 Unrealized +97.7%
NEOG NEOGEN CORP 0.1%
Value ($000) $3,080 Shares 220,462 Est. Cost $40.63 Unrealized -50.4%
QLYS QUALYS INC 0.1%
Value ($000) $3,025 Shares 21,700 Est. Cost $71.77 Unrealized +96.4%
TXRH TEXAS ROADHOUSE INC 0.1%
Value ($000) $3,019 Shares 34,600 Est. Cost $45.50 Unrealized +80.8%
FN FABRINET 0.1%
Value ($000) $2,978 Shares 31,200 Est. Cost $73.59 Unrealized +30.8%
TREX TREX CO INC 0.1%
Value ($000) $2,812 Shares 64,000 Est. Cost $45.97 Unrealized +16.4%
C CITIGROUP INC 0.1%
Value ($000) $2,792 Shares 67,000 Est. Cost $56.57 Unrealized -22.8%
HD HOME DEPOT INC 0.1%
Value ($000) $2,759 Shares 10,000 Est. Cost $142.28 Unrealized +90.2%
WING WINGSTOP INC 0.1%
Value ($000) $2,737 Shares 21,819 Est. Cost $91.49 Unrealized +30.6%
UNF UNIFIRST CORP MASS 0.1%
Value ($000) $2,725 Shares 16,200 Est. Cost $182.46 Unrealized -2.4%
SHOP SHOPIFY INC 0.1%
Value ($000) $2,721 Shares 101,000 Est. Cost $42.97 Unrealized -20.8%
ZD ZIFF DAVIS INC 0.1%
Value ($000) $2,691 Shares 39,300 Est. Cost $42.74 Unrealized +84.3%
IRTC IRHYTHM TECHNOLOGIES INC 0.1%
Value ($000) $2,543 Shares 20,300 Est. Cost $85.39 Unrealized +69.1%
TGT TARGET CORP 0.1%
Value ($000) $2,525 Shares 17,018 Est. Cost $170.18 Unrealized -16.0%
PODD INSULET CORP 0.1%
Value ($000) $2,523 Shares 11,000 Est. Cost $227.31 Unrealized +10.2%
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $2,499 Shares 15,900 Est. Cost $92.39 Unrealized +72.7%
PLNT PLANET FITNESS INC 0.1%
Value ($000) $2,462 Shares 42,700 Est. Cost $45.15 Unrealized +59.5%
LCII LCI INDS 0.1%
Value ($000) $2,435 Shares 24,000 Est. Cost $80.04 Unrealized +32.5%
HCSG HEALTHCARE SVCS GROUP INC 0.1%
Value ($000) $2,403 Shares 198,800 Est. Cost $33.27 Unrealized -55.7%
AIT APPLIED INDL TECHNOLOGIES IN 0.1%
Value ($000) $2,395 Shares 23,300 Est. Cost $43.71 Unrealized +128.0%
ALRM ALARM COM HLDGS INC 0.1%
Value ($000) $2,374 Shares 36,600 Est. Cost $52.49 Unrealized +30.7%
JBTM JOHN BEAN TECHNOLOGIES CORP 0.1%
Value ($000) $2,374 Shares 27,600 Est. Cost $101.85 Unrealized +2.9%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $2,297 Shares 10,000 Est. Cost $155.19 Unrealized +47.9%
KAI KADANT INC 0.1%
Value ($000) $2,252 Shares 13,500 Est. Cost $86.29 Unrealized +112.1%
PRI PRIMERICA INC 0.1%
Value ($000) $2,247 Shares 18,200 Est. Cost $69.97 Unrealized +81.2%
NPO ENPRO INDS INC 0.1%
Value ($000) $2,243 Shares 26,400 Est. Cost $55.76 Unrealized +63.1%
SIGI SELECTIVE INS GROUP INC 0.1%
Value ($000) $2,222 Shares 27,300 Est. Cost $66.54 Unrealized +15.8%
HELE HELEN OF TROY LTD 0.1%
Value ($000) $2,218 Shares 23,000 Est. Cost $103.03 Unrealized +24.7%
RPD RAPID7 INC 0.1%
Value ($000) $2,205 Shares 51,400 Est. Cost $52.39 Unrealized +17.8%
NSP INSPERITY INC 0.1%
Value ($000) $2,164 Shares 21,200 Est. Cost $39.91 Unrealized +144.0%
MTN VAIL RESORTS INC 0.1%
Value ($000) $2,156 Shares 10,000 Est. Cost $236.06 Unrealized -3.7%
MMS MAXIMUS INC 0.1%
Value ($000) $2,078 Shares 35,900 Est. Cost $59.86 Unrealized +4.1%
MRCY MERCURY SYS INC 0.1%
Value ($000) $2,042 Shares 50,300 Est. Cost $47.51 Unrealized +10.3%
LFUS LITTELFUSE INC 0.1%
Value ($000) $1,828 Shares 9,200 Est. Cost $201.58 Unrealized +18.5%
CNMD CONMED CORP 0.1%
Value ($000) $1,820 Shares 22,700 Est. Cost $91.73 Unrealized -0.5%
ASGN ASGN INC 0.1%
Value ($000) $1,816 Shares 20,100 Est. Cost $86.98 Unrealized +11.5%
ITRI ITRON INC 0.1%
Value ($000) $1,815 Shares 43,100 Est. Cost $98.89 Unrealized -49.6%
CNXC CONCENTRIX CORP 0.1%
Value ($000) $1,753 Shares 15,700 Est. Cost $90.48 Unrealized +31.8%
VC VISTEON CORP 0.1%
Value ($000) $1,750 Shares 16,500 Est. Cost $74.86 Unrealized +58.5%
SNX TD SYNNEX CORPORATION 0.1%
Value ($000) $1,737 Shares 21,400 Est. Cost $32.77 Unrealized +177.6%
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $1,718 Shares 16,500 Est. Cost $81.78 Unrealized +53.1%
EVERBRIDGE INC 0.1%
Value ($000) $1,689 Shares 54,700 Est. Cost $66.53 Unrealized
FELE FRANKLIN ELEC INC 0.1%
Value ($000) $1,646 Shares 20,141 Est. Cost $82.15 Unrealized 0.0%
CVGW CALAVO GROWERS INC 0.1%
Value ($000) $1,546 Shares 48,700 Est. Cost $51.93 Unrealized -28.5%
DY DYCOM INDS INC 0.1%
Value ($000) $1,532 Shares 16,032 Est. Cost $51.00 Unrealized +105.2%
RUSHA RUSH ENTERPRISES INC 0.1%
Value ($000) $1,421 Shares 32,400 Est. Cost $16.89 Unrealized +90.6%
CACI CACI INTL INC 0.1%
Value ($000) $1,384 Shares 5,300 Est. Cost $130.90 Unrealized +115.2%
RRX REGAL REXNORD CORPORATION 0.1%
Value ($000) $1,289 Shares 9,185 Est. Cost $158.35 Unrealized -15.2%
AEROJET ROCKETDYNE HLDGS INC 0.1%
Value ($000) $1,240 Shares 31,000 Est. Cost $39.90 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $1,005 Shares 41,000 Est. Cost $34.58 Unrealized -20.6%
GATX GATX CORP 0.0%
Value ($000) $979 Shares 11,500 Est. Cost $71.08 Unrealized +27.7%
MZTI LANCASTER COLONY CORP 0.0%
Value ($000) $842 Shares 5,600 Est. Cost $131.47 Unrealized +12.9%
NSIT INSIGHT ENTERPRISES INC 0.0%
Value ($000) $750 Shares 9,100 Est. Cost $88.92 Unrealized 0.0%
MED MEDIFAST INC 0.0%
Value ($000) $737 Shares 6,800 Est. Cost $87.82 Unrealized +50.2%
SIG SIGNET JEWELERS LIMITED 0.0%
Value ($000) $715 Shares 12,500 Est. Cost $61.29 Unrealized -5.8%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $565 Shares 5,800 Est. Cost $96.67 Unrealized 0.0%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $472 Shares 6,800 Est. Cost $76.20 Unrealized +5.9%
AWR AMER STATES WTR CO 0.0%
Value ($000) $460 Shares 5,900 Est. Cost $78.89 Unrealized 0.0%
LIVEPERSON INC 0.0%
Value ($000) $142 Shares 15,100 Est. Cost $42.33 Unrealized