Motley Fool Asset Management LLC Diversified Active

CIK: 0001512814 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $1,062,709 (100.0% shares, 0.0% debt)

Holdings (215)

GOOG ALPHABET INC CL C 5.1%
Value ($000) $54,083 Shares 23,744 Est. Cost $59.13 Unrealized +98.3%
AAPL APPLE INC 5.1%
Value ($000) $54,062 Shares 381,902 Est. Cost $97.11 Unrealized +53.1%
AMZN AMAZON COM INC 4.8%
Value ($000) $50,991 Shares 449,260 Est. Cost $123.13 Unrealized +1.6%
MSFT MICROSOFT CORP 4.4%
Value ($000) $46,521 Shares 176,986 Est. Cost $139.56 Unrealized +88.8%
WSO WATSCO INC COM 3.7%
Value ($000) $39,025 Shares 159,515 Est. Cost $152.58 Unrealized +72.5%
MA MASTERCARD INC 3.1%
Value ($000) $32,694 Shares 102,407 Est. Cost $313.48 Unrealized +7.6%
AXON AXON ENTERPRISE INC 2.3%
Value ($000) $24,112 Shares 252,088 Est. Cost $61.09 Unrealized +73.1%
SBAC SBA COMMUNICATIONS CORP 2.2%
Value ($000) $23,551 Shares 72,528 Est. Cost $102.01 Unrealized +211.4%
ATLASSIAN CORP PLC CLASS A 1.7%
Value ($000) $17,548 Shares 84,206 Est. Cost $256.86 Unrealized
WCN WASTE CONNECTIONS INC 1.6%
Value ($000) $17,309 Shares 138,898 Est. Cost $98.29 Unrealized +28.8%
PAYC PAYCOM SOFTWARE INC 1.6%
Value ($000) $17,147 Shares 54,732 Est. Cost $68.04 Unrealized +325.1%
RMD RESMED INC 1.6%
Value ($000) $16,923 Shares 78,190 Est. Cost $65.77 Unrealized +213.3%
FAST FASTENAL CO 1.6%
Value ($000) $16,842 Shares 339,072 Est. Cost $12.60 Unrealized +95.6%
TSLA TESLA INC 1.6%
Value ($000) $16,770 Shares 23,985 Est. Cost $152.28 Unrealized +79.3%
COST COSTCO WHSL CORP 1.5%
Value ($000) $15,717 Shares 32,190 Est. Cost $131.99 Unrealized +267.4%
ICLR ICON PLC 1.5%
Value ($000) $15,521 Shares 71,700 Est. Cost $215.79 Unrealized +3.9%
JLL JONES LANG LASALLE INC 1.4%
Value ($000) $15,357 Shares 85,018 Est. Cost $121.67 Unrealized +63.8%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.3%
Value ($000) $14,091 Shares 51,112 Est. Cost $209.29 Unrealized +49.9%
EQIX EQUINIX INC 1.3%
Value ($000) $13,365 Shares 20,032 Est. Cost $365.85 Unrealized +75.8%
SBUX STARBUCKS CORP 1.2%
Value ($000) $13,156 Shares 165,439 Est. Cost $49.57 Unrealized +42.0%
YUMC YUM CHINA HOLDINGS INC 1.2%
Value ($000) $13,072 Shares 277,358 Est. Cost $42.41 Unrealized -0.7%
AMT AMERICAN TOWER CORP 1.2%
Value ($000) $13,069 Shares 51,062 Est. Cost $74.76 Unrealized +197.2%
ALRM ALARM COM HOLDINGS INC 1.2%
Value ($000) $12,567 Shares 198,844 Est. Cost $55.21 Unrealized +11.3%
TSM TAIWAN SEMICONDUCTOR A D R 1.2%
Value ($000) $12,537 Shares 164,727 Est. Cost $43.76 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.1%
Value ($000) $12,051 Shares 23,853 Est. Cost $255.39 Unrealized +84.4%
BROOKFIELD ASSET MANAGE CL A 1.1%
Value ($000) $11,961 Shares 266,559 Est. Cost $39.00 Unrealized
MDT MEDTRONIC PLC SHS 1.1%
Value ($000) $11,939 Shares 131,941 Est. Cost $109.50 Unrealized -17.5%
JNJ JOHNSON JOHNSON 1.1%
Value ($000) $11,865 Shares 66,607 Est. Cost $145.22 Unrealized +10.1%
META META PLATFORMS INC 1.1%
Value ($000) $11,526 Shares 68,532 Est. Cost $204.05 Unrealized -6.1%
PCTY PAYLOCITY HOLDING CORP 1.1%
Value ($000) $11,163 Shares 58,935 Est. Cost $88.44 Unrealized +106.1%
SVB FINL GROUP 1.0%
Value ($000) $10,864 Shares 26,343 Est. Cost $385.55 Unrealized
BRO BROWN BROWN INC 1.0%
Value ($000) $10,827 Shares 180,750 Est. Cost $44.23 Unrealized +35.5%
MKL MARKEL CORP 1.0%
Value ($000) $10,799 Shares 8,334 Est. Cost $644.00 Unrealized +113.1%
V VISA INC COM CL A 1.0%
Value ($000) $10,689 Shares 53,302 Est. Cost $150.76 Unrealized +33.4%
AON AON PLC SHS CL A 1.0%
Value ($000) $10,666 Shares 38,650 Est. Cost $279.95 Unrealized 0.0%
HDB HDFC BANK LTD A D R 1.0%
Value ($000) $10,536 Shares 188,788 Est. Cost $45.70 Unrealized
SPLUNK INC 1.0%
Value ($000) $10,511 Shares 111,326 Est. Cost $63.08 Unrealized
GNTX GENTEX CORP 1.0%
Value ($000) $10,421 Shares 370,736 Est. Cost $19.20 Unrealized +51.6%
SBNY SIGNATURE BK 0.9%
Value ($000) $10,069 Shares 53,150 Est. Cost $189.44 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $9,549 Shares 63,810 Est. Cost $18.04 Unrealized +4.5%
MELI MERCADOLIBRE INC 0.9%
Value ($000) $9,200 Shares 12,893 Est. Cost $248.78 Unrealized +250.4%
TYL TYLER TECHNOLOGIES INC 0.8%
Value ($000) $8,735 Shares 25,680 Est. Cost $248.87 Unrealized +47.2%
CMCSA COMCAST CORP CLASS A 0.8%
Value ($000) $8,385 Shares 210,515 Est. Cost $36.73 Unrealized +4.4%
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $7,854 Shares 105,570 Est. Cost $92.81 Unrealized -6.7%
HD HOME DEPOT INC 0.7%
Value ($000) $7,763 Shares 27,359 Est. Cost $206.21 Unrealized +30.5%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.7%
Value ($000) $7,612 Shares 52,081 Est. Cost $95.87 Unrealized +42.1%
JPM J P MORGAN CHASE CO COM 0.7%
Value ($000) $7,559 Shares 67,123 Est. Cost $133.66 Unrealized -15.4%
COOPER COS INC 0.7%
Value ($000) $7,108 Shares 22,500 Est. Cost $176.20 Unrealized
LCII LCI INDUSTRIES 0.6%
Value ($000) $6,010 Shares 50,094 Est. Cost $84.28 Unrealized +12.1%
HQY HEALTHEQUITY INC 0.6%
Value ($000) $5,923 Shares 100,674 Est. Cost $61.13 Unrealized +4.8%
HESKA CORP 0.5%
Value ($000) $5,665 Shares 57,910 Est. Cost $125.10 Unrealized
THO THOR INDUSTRIES INC 0.5%
Value ($000) $5,254 Shares 65,540 Est. Cost $37.59 Unrealized +90.6%
CGNX COGNEX CORP 0.5%
Value ($000) $5,253 Shares 119,167 Est. Cost $73.72 Unrealized -25.9%
RARE ULTRAGENYX PHARMACEUTICAL IN 0.5%
Value ($000) $5,245 Shares 82,206 Est. Cost $110.97 Unrealized -44.5%
EVERBRIDGE INC 0.5%
Value ($000) $4,987 Shares 170,210 Est. Cost $61.08 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $4,956 Shares 10,406 Est. Cost $26.62 Unrealized +96.8%
TSCO TRACTOR SUPPLY COMPANY 0.5%
Value ($000) $4,890 Shares 24,693 Est. Cost $11.96 Unrealized +218.7%
ADBE ADOBE INC 0.4%
Value ($000) $4,736 Shares 12,579 Est. Cost $353.80 Unrealized +15.0%
AVALARA INC 0.4%
Value ($000) $4,567 Shares 60,079 Est. Cost $133.49 Unrealized
XPO XPO LOGISTICS INC 0.4%
Value ($000) $4,434 Shares 92,691 Est. Cost $22.22 Unrealized +43.2%
NKE NIKE INC 0.4%
Value ($000) $4,233 Shares 40,573 Est. Cost $97.34 Unrealized +14.3%
DIS WALT DISNEY CO THE 0.4%
Value ($000) $4,096 Shares 42,153 Est. Cost $144.78 Unrealized -25.1%
GXO GXO LOGISTICS INCORPORATED COMMON 0.4%
Value ($000) $4,033 Shares 92,688 Est. Cost $75.70 Unrealized -26.9%
TMUS T MOBILE US INC 0.4%
Value ($000) $3,991 Shares 29,011 Est. Cost $86.58 Unrealized +45.6%
CRM SALESFORCE INC 0.4%
Value ($000) $3,965 Shares 23,027 Est. Cost $173.07 Unrealized +0.9%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $3,743 Shares 49,272 Est. Cost $47.15 Unrealized +37.8%
CDLX CARDLYTICS INC 0.3%
Value ($000) $3,682 Shares 156,405 Est. Cost $86.78 Unrealized -61.4%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $3,597 Shares 45,463 Est. Cost $61.80 Unrealized +11.4%
AMGN AMGEN INC 0.3%
Value ($000) $3,420 Shares 13,863 Est. Cost $174.31 Unrealized +25.4%
UNP UNION PACIFIC CORP COM 0.3%
Value ($000) $3,390 Shares 16,129 Est. Cost $148.01 Unrealized +41.1%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $3,384 Shares 22,696 Est. Cost $150.98 Unrealized 0.0%
GMED GLOBUS MED INC A 0.3%
Value ($000) $3,353 Shares 58,424 Est. Cost $53.11 Unrealized +23.8%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $3,223 Shares 25,616 Est. Cost $153.59 Unrealized -18.7%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $3,120 Shares 41,489 Est. Cost $119.38 Unrealized -21.6%
PING IDENTITY HOLDING CORP 0.3%
Value ($000) $2,963 Shares 155,067 Est. Cost $22.90 Unrealized
LOW LOWES CO INC 0.3%
Value ($000) $2,833 Shares 15,752 Est. Cost $179.56 Unrealized 0.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $2,808 Shares 30,346 Est. Cost $57.55 Unrealized +49.3%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $2,782 Shares 43,885 Est. Cost $67.72 Unrealized -3.2%
HOWARD HUGHES CORP 0.3%
Value ($000) $2,761 Shares 39,847 Est. Cost $81.46 Unrealized
LSTR LANDSTAR SYS INC 0.2%
Value ($000) $2,653 Shares 18,415 Est. Cost $152.65 Unrealized
INTU INTUIT INC 0.2%
Value ($000) $2,613 Shares 6,528 Est. Cost $263.44 Unrealized +53.5%
NOW SERVICENOW INC 0.2%
Value ($000) $2,580 Shares 5,203 Est. Cost $72.00 Unrealized +32.4%
SPGI S P GLOBAL INC 0.2%
Value ($000) $2,479 Shares 7,200 Est. Cost $345.63 Unrealized 0.0%
JBTM JOHN BEAN TECHNOLOGIES CORP 0.2%
Value ($000) $2,441 Shares 22,184 Est. Cost $96.71 Unrealized +17.2%
PEN PENUMBRA INC 0.2%
Value ($000) $2,362 Shares 18,669 Est. Cost $174.10 Unrealized -8.9%
GSHD GOOSEHEAD INSURANCE INC A 0.2%
Value ($000) $2,273 Shares 45,051 Est. Cost $65.83 Unrealized -17.1%
STAG STAG INDUSTRIAL INC 0.2%
Value ($000) $2,217 Shares 71,088 Est. Cost $22.67 Unrealized
NFLX NETFLIX COM INC 0.2%
Value ($000) $2,119 Shares 11,402 Est. Cost $39.23 Unrealized -43.5%
MLAB MESA LABS INC 0.2%
Value ($000) $1,996 Shares 9,756 Est. Cost $248.03 Unrealized -13.5%
SMARTSHEET INC CLASS A 0.2%
Value ($000) $1,950 Shares 56,634 Est. Cost $40.46 Unrealized
QTWO Q2 HOLDINGS INC 0.2%
Value ($000) $1,916 Shares 47,129 Est. Cost $78.77 Unrealized -38.3%
RADA ELECTRONIC INDS LTD 0.2%
Value ($000) $1,907 Shares 210,991 Est. Cost $11.98 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,903 Shares 9,204 Est. Cost $293.33 Unrealized -20.0%
FOXF FOX FACTORY HOLDING CORP 0.2%
Value ($000) $1,898 Shares 22,221 Est. Cost $78.36 Unrealized +7.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value ($000) $1,890 Shares 6,540 Est. Cost $197.86 Unrealized +35.3%
MMM 3M CO 0.2%
Value ($000) $1,883 Shares 14,575 Est. Cost $133.03 Unrealized -20.9%
TREX TREX CO INC COM 0.2%
Value ($000) $1,883 Shares 33,552 Est. Cost $62.04 Unrealized -2.7%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,810 Shares 29,028 Est. Cost $55.97 Unrealized -3.4%
ANSYS INC 0.2%
Value ($000) $1,775 Shares 7,240 Est. Cost $347.00 Unrealized
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $1,719 Shares 10,022 Est. Cost $104.17 Unrealized +44.2%
CME CME GROUP INC 0.2%
Value ($000) $1,700 Shares 8,318 Est. Cost $140.80 Unrealized +29.2%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,681 Shares 940 Est. Cost $1940.79 Unrealized +8.2%
PTCT PTC THERAPEUTICS INC 0.2%
Value ($000) $1,676 Shares 38,277 Est. Cost $46.77 Unrealized -25.0%
BDX BECTON DICKINSON AND CO 0.2%
Value ($000) $1,636 Shares 6,597 Est. Cost $210.89 Unrealized +13.1%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $1,615 Shares 10,646 Est. Cost $109.30 Unrealized +35.3%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1,588 Shares 20,132 Est. Cost $70.26 Unrealized
CLAR CLARUS CORPORATION 0.1%
Value ($000) $1,573 Shares 79,375 Est. Cost $19.56 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INC 0.1%
Value ($000) $1,482 Shares 42,338 Est. Cost $63.99 Unrealized -35.4%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,451 Shares 5,991 Est. Cost $232.80 Unrealized +6.6%
MRNA MODERNA INC 0.1%
Value ($000) $1,432 Shares 9,206 Est. Cost $193.03 Unrealized -26.0%
ABNB AIRBNB INC CL A 0.1%
Value ($000) $1,413 Shares 14,729 Est. Cost $183.58 Unrealized -29.1%
LAM RESEARCH CORP 0.1%
Value ($000) $1,412 Shares 3,633 Est. Cost $642.77 Unrealized
FDX FED EX CORP 0.1%
Value ($000) $1,377 Shares 5,999 Est. Cost $209.06 Unrealized -5.9%
NOG NORTHERN OIL AND GAS INC MN 0.1%
Value ($000) $1,360 Shares 59,306 Est. Cost $29.05 Unrealized 0.0%
SE SEA LTD A D R 0.1%
Value ($000) $1,350 Shares 17,925 Est. Cost $223.70 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $1,338 Shares 7,755 Est. Cost $114.63 Unrealized +81.5%
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $1,327 Shares 13,808 Est. Cost $34.47 Unrealized +26.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,245 Shares 12,970 Est. Cost $78.85 Unrealized +29.0%
FTNT FORTINET INC 0.1%
Value ($000) $1,239 Shares 20,998 Est. Cost $54.43 Unrealized +9.1%
VMWARE INC CL A 0.1%
Value ($000) $1,225 Shares 10,745 Est. Cost $142.29 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $1,221 Shares 4,030 Est. Cost $175.57 Unrealized +71.8%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,202 Shares 2,306 Est. Cost $41.08 Unrealized +115.9%
MCO MOODYS CORP 0.1%
Value ($000) $1,194 Shares 4,264 Est. Cost $372.33 Unrealized -22.1%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $1,187 Shares 3,681 Est. Cost $265.92 Unrealized +18.1%
LASR NLIGHT INC 0.1%
Value ($000) $1,186 Shares 115,076 Est. Cost $25.32 Unrealized -49.0%
ECL ECOLAB INC 0.1%
Value ($000) $1,158 Shares 7,326 Est. Cost $156.82 Unrealized +1.4%
UPLD UPLAND SOFTWARE INC 0.1%
Value ($000) $1,146 Shares 75,242 Est. Cost $43.98 Unrealized -66.8%
NMRK NEWMARK GROUP INC 0.1%
Value ($000) $1,123 Shares 113,043 Est. Cost $8.77 Unrealized +26.4%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $1,115 Shares 7,200 Est. Cost $235.72 Unrealized -32.8%
SDGR SCHRODINGER INC 0.1%
Value ($000) $1,113 Shares 36,242 Est. Cost $62.46 Unrealized -57.0%
CDNS CADENCE DESIGN SYS INC 0.1%
Value ($000) $1,101 Shares 7,263 Est. Cost $100.14 Unrealized +50.8%
MAR MARRIOTT INTL INC 0.1%
Value ($000) $1,051 Shares 7,575 Est. Cost $132.44 Unrealized +20.4%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,032 Shares 45,834 Est. Cost $40.57 Unrealized -34.6%
ADSK AUTODESK INC 0.1%
Value ($000) $1,022 Shares 5,780 Est. Cost $209.44 Unrealized -8.2%
CRWD CROWDSTRIKE HOLDINGS INC A 0.1%
Value ($000) $1,012 Shares 5,412 Est. Cost $115.48 Unrealized +56.8%
CTAS CINTAS CORP 0.1%
Value ($000) $997 Shares 2,657 Est. Cost $56.69 Unrealized +66.3%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $985 Shares 2,452 Est. Cost $325.44 Unrealized +30.6%
WDAY WORKDAY INC 0.1%
Value ($000) $970 Shares 6,627 Est. Cost $182.37 Unrealized -0.4%
CTSH COGNIZANT TECH SOLUTIONS CL A 0.1%
Value ($000) $922 Shares 13,621 Est. Cost $67.45 Unrealized +6.8%
XYZ BLOCK INC 0.1%
Value ($000) $903 Shares 13,525 Est. Cost $117.68 Unrealized -22.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $882 Shares 647 Est. Cost $19.37 Unrealized +43.8%
KMI KINDER MORGAN INC 0.1%
Value ($000) $870 Shares 52,474 Est. Cost $11.74 Unrealized +30.5%
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $847 Shares 6,588 Est. Cost $138.11 Unrealized -12.4%
IDXX IDEXX LABS INC 0.1%
Value ($000) $838 Shares 2,284 Est. Cost $322.38 Unrealized +26.5%
VEEV VEEVA SYSTEMS INC CLASS A 0.1%
Value ($000) $837 Shares 4,041 Est. Cost $180.55 Unrealized +1.9%
ZM ZOOM VIDEO COMMUNICATIONS A 0.1%
Value ($000) $832 Shares 6,906 Est. Cost $226.45 Unrealized -53.4%
AFL AFLAC INC 0.1%
Value ($000) $828 Shares 14,908 Est. Cost $37.80 Unrealized +43.8%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $807 Shares 6,471 Est. Cost $120.07 Unrealized +4.1%
BIIB BIOGEN INC 0.1%
Value ($000) $806 Shares 3,792 Est. Cost $300.09 Unrealized -31.9%
DDOG DATADOG INC CLASS A 0.1%
Value ($000) $800 Shares 7,381 Est. Cost $96.07 Unrealized +14.4%
ODFL OLD DOMINION FGHT LINE INC 0.1%
Value ($000) $772 Shares 2,981 Est. Cost $164.63 Unrealized -21.9%
DXCM DEXCOM INC 0.1%
Value ($000) $719 Shares 9,170 Est. Cost $88.27 Unrealized +3.4%
ILMN ILLUMINA INC 0.1%
Value ($000) $702 Shares 3,636 Est. Cost $311.16 Unrealized -17.9%
WBD WARNER BROS DISCOVERY INC SERIES A 0.1%
Value ($000) $690 Shares 47,752 Est. Cost $18.55 Unrealized 0.0%
TWITTER INC 0.1%
Value ($000) $678 Shares 17,656 Est. Cost $39.55 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $666 Shares 1,264 Est. Cost $351.42 Unrealized +39.6%
SEAGEN INC 0.1%
Value ($000) $655 Shares 3,706 Est. Cost $144.11 Unrealized
CPRT COPART INC 0.1%
Value ($000) $631 Shares 5,618 Est. Cost $28.47 Unrealized 0.0%
EBAY E BAY INC 0.1%
Value ($000) $629 Shares 14,313 Est. Cost $41.05 Unrealized +10.7%
CMI CUMMINS INC COM 0.1%
Value ($000) $616 Shares 3,176 Est. Cost $196.57 Unrealized -6.9%
GLW CORNING INC 0.1%
Value ($000) $601 Shares 19,003 Est. Cost $34.77 Unrealized -10.7%
ARISTA NETWORKS INC 0.1%
Value ($000) $597 Shares 6,206 Est. Cost $139.00 Unrealized
NDAQ NASDAQ INC 0.1%
Value ($000) $586 Shares 3,721 Est. Cost $55.95 Unrealized -10.2%
SIRIUS XM HOLDINGS INC 0.1%
Value ($000) $566 Shares 90,979 Est. Cost $6.59 Unrealized
ZS ZSCALER INC COM 0.1%
Value ($000) $554 Shares 3,330 Est. Cost $251.10 Unrealized -29.6%
RBLX ROBLOX CORP CL A 0.1%
Value ($000) $551 Shares 13,784 Est. Cost $82.10 Unrealized -59.1%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $520 Shares 8,400 Est. Cost $60.57 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $497 Shares 6,704 Est. Cost $113.32 Unrealized -30.1%
CDW CDW CORP 0.0%
Value ($000) $476 Shares 3,016 Est. Cost $160.53 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $463 Shares 1,824 Est. Cost $298.13 Unrealized +3.1%
MKC MCCORMICK CO NON VTG SHRS 0.0%
Value ($000) $454 Shares 5,399 Est. Cost $89.28 Unrealized -2.5%
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC 0.0%
Value ($000) $454 Shares 3,576 Est. Cost $149.61 Unrealized -14.9%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $453 Shares 1,198 Est. Cost $377.49 Unrealized +5.3%
TTD TRADE DESK INC COM CL A 0.0%
Value ($000) $434 Shares 9,791 Est. Cost $72.39 Unrealized -24.3%
MDB MONGODB INC 0.0%
Value ($000) $418 Shares 1,372 Est. Cost $393.66 Unrealized -20.6%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $407 Shares 1,309 Est. Cost $575.47 Unrealized -46.9%
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value ($000) $391 Shares 4,579 Est. Cost $113.72 Unrealized -15.4%
IT GARTNER INC 0.0%
Value ($000) $391 Shares 1,622 Est. Cost $290.28 Unrealized -8.3%
TWLO TWILIO INC A 0.0%
Value ($000) $387 Shares 4,276 Est. Cost $243.77 Unrealized -54.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $372 Shares 1,231 Est. Cost $458.72 Unrealized -24.1%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $367 Shares 2,433 Est. Cost $153.12 Unrealized -7.4%
ROL ROLLINS INC 0.0%
Value ($000) $347 Shares 9,915 Est. Cost $30.94 Unrealized +6.0%
CHWY CHEWY INC CLASS A 0.0%
Value ($000) $343 Shares 8,468 Est. Cost $45.93 Unrealized -30.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $339 Shares 3,612 Est. Cost $124.91 Unrealized -22.6%
UI UBIQUITI INC 0.0%
Value ($000) $337 Shares 1,365 Est. Cost $270.85 Unrealized -1.7%
LKQ LKQ CORPORATION 0.0%
Value ($000) $325 Shares 6,559 Est. Cost $46.27 Unrealized -3.3%
NVR NVR INC 0.0%
Value ($000) $323 Shares 74 Est. Cost $5093.75 Unrealized -16.4%
PODD INSULET CORP 0.0%
Value ($000) $323 Shares 1,396 Est. Cost $246.46 Unrealized -7.8%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $322 Shares 3,724 Est. Cost $83.64 Unrealized -4.8%
NET CLOUDFLARE INC CLASS A 0.0%
Value ($000) $321 Shares 6,364 Est. Cost $89.19 Unrealized -19.3%
HEI HEICO CORP 0.0%
Value ($000) $317 Shares 2,421 Est. Cost $145.05 Unrealized -2.8%
HUBS HUBSPOT INC 0.0%
Value ($000) $317 Shares 962 Est. Cost $490.71 Unrealized -25.6%
OKTA OKTA INC 0.0%
Value ($000) $316 Shares 3,077 Est. Cost $242.24 Unrealized -55.4%
KMX CARMAX INC 0.0%
Value ($000) $309 Shares 3,225 Est. Cost $108.33 Unrealized -13.2%
JKHY JACK HENRY ASSOCIATES INC 0.0%
Value ($000) $307 Shares 1,670 Est. Cost $166.63 Unrealized +7.3%
SSNC SS C TECHNOLOGIES HOLDINGS 0.0%
Value ($000) $304 Shares 5,130 Est. Cost $78.15 Unrealized -17.7%
PINS PINTEREST INC CLASS A 0.0%
Value ($000) $303 Shares 14,993 Est. Cost $27.48 Unrealized -23.8%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $302 Shares 763 Est. Cost $406.88 Unrealized -7.2%
WAB WABTEC COM 0.0%
Value ($000) $302 Shares 3,677 Est. Cost $90.57 Unrealized -3.6%
ABIOMED INC 0.0%
Value ($000) $264 Shares 1,028 Est. Cost $329.37 Unrealized
GDDY GODADDY INC CLASS A 0.0%
Value ($000) $262 Shares 3,673 Est. Cost $78.83 Unrealized -3.6%
TXT TEXTRON INC 0.0%
Value ($000) $258 Shares 4,330 Est. Cost $71.95 Unrealized -9.2%
ETSY ETSY INC 0.0%
Value ($000) $257 Shares 2,913 Est. Cost $149.12 Unrealized -38.8%
VTRS VIATRIS INC COM 0.0%
Value ($000) $256 Shares 24,407 Est. Cost $11.06 Unrealized -16.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $255 Shares 3,900 Est. Cost $80.96 Unrealized 0.0%
FICO FAIR ISAAC CORPORATION 0.0%
Value ($000) $255 Shares 620 Est. Cost $467.67 Unrealized -15.7%
ROKU ROKU INC 0.0%
Value ($000) $252 Shares 2,738 Est. Cost $216.61 Unrealized -55.3%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $251 Shares 2,139 Est. Cost $113.19 Unrealized -5.0%
PATH UIPATH INC CL A 0.0%
Value ($000) $250 Shares 12,148 Est. Cost $33.35 Unrealized -43.9%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $244 Shares 2,980 Est. Cost $85.88 Unrealized -2.2%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $244 Shares 5,774 Est. Cost $120.35 Unrealized -52.8%
HAS HASBRO INC 0.0%
Value ($000) $231 Shares 2,807 Est. Cost $79.39 Unrealized -6.9%
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $217 Shares 3,640 Est. Cost $69.93 Unrealized +8.6%
ZENDESK INC 0.0%
Value ($000) $205 Shares 2,765 Est. Cost $117.87 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $201 Shares 760 Est. Cost $344.78 Unrealized -24.5%