Portman Square Capital LLP Hedge Fund

CIK: 0001966898 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 4, 2023

Total Value ($000): $2,175,574 (94.0% shares, 6.0% debt)

Holdings (299)

MIDD MIDDLEBY CORP 5.4%
Value ($000) $118,050 Shares 805,200 Est. Cost $145.31 Unrealized +2.2%
LYV LIVE NATION ENTERTAINMENT IN 3.9%
Value ($000) $84,490 Shares 1,207,000 Est. Cost $73.32 Unrealized 0.0%
VAC MARRIOTT VACATIONS WORLDWIDE 3.8%
Value ($000) $83,236 Shares 617,200 Est. Cost $142.62 Unrealized +4.1%
PALO ALTO NETWORKS INC 3.7%
Value ($000) $80,860 Shares 40,000,000 Est. Cost $2.02 Unrealized
FOUR SHIFT4 PMTS INC 3.6%
Value ($000) $79,188 Shares 1,044,700 Est. Cost $64.41 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 3.5%
Value ($000) $76,131 Shares 972,300 Est. Cost $81.22 Unrealized -0.3%
AAL AMERICAN AIRLS GROUP INC 3.1%
Value ($000) $67,503 Shares 4,576,500 Est. Cost $13.97 Unrealized +11.6%
FOUR SHIFT4 PMTS INC 2.8%
Value ($000) $61,102 Shares 806,100 Est. Cost $64.41 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 2.6%
Value ($000) $56,926 Shares 285,000 Est. Cost $81.29 Unrealized +4.2%
MIDD MIDDLEBY CORP 2.4%
Value ($000) $51,778 Shares 353,170 Est. Cost $145.31 Unrealized +2.2%
ZTO ZTO EXPRESS CAYMAN INC 2.1%
Value ($000) $45,352 Shares 1,582,400 Est. Cost $27.91 Unrealized
OKTA OKTA INC 2.0%
Value ($000) $42,922 Shares 497,700 Est. Cost $60.66 Unrealized +25.5%
CCL CARNIVAL CORP 1.9%
Value ($000) $41,756 Shares 4,113,900 Est. Cost $9.37 Unrealized +10.5%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $33,391 Shares 304,500 Est. Cost $100.18 Unrealized 0.0%
SO SOUTHERN CO 1.5%
Value ($000) $32,703 Shares 470,000 Est. Cost $60.67 Unrealized 0.0%
AMERICAN AIRLINES GROUP INC 1.4%
Value ($000) $30,684 Shares 26,500,000 Est. Cost $1.11 Unrealized
DISH NETWORK CORPORATION 1.3%
Value ($000) $28,149 Shares 3,017,000 Est. Cost $14.04 Unrealized
CERIDIAN HCM HLDG INC 1.3%
Value ($000) $27,824 Shares 380,000 Est. Cost $67.58 Unrealized +5.0%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $26,970 Shares 165,300 Est. Cost $148.45 Unrealized 0.0%
PODD INSULET CORP 1.2%
Value ($000) $26,407 Shares 82,790 Est. Cost $277.76 Unrealized +6.7%
LNT ALLIANT ENERGY CORP 1.2%
Value ($000) $25,915 Shares 485,300 Est. Cost $48.28 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 1.1%
Value ($000) $24,614 Shares 1,830,000 Est. Cost $14.97 Unrealized 0.0%
HYG ISHARES TR 1.1%
Value ($000) $24,176 Shares 320,000 Est. Cost $75.55 Unrealized
CERIDIAN HCM HLDG INC 0.9%
Value ($000) $20,062 Shares 273,999 Est. Cost $67.58 Unrealized +5.0%
CNMD CONMED CORP 0.9%
Value ($000) $19,661 Shares 189,300 Est. Cost $87.41 Unrealized +7.5%
ON ON SEMICONDUCTOR CORP 0.9%
Value ($000) $19,403 Shares 235,700 Est. Cost $75.97 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY INC 0.9%
Value ($000) $19,241 Shares 850,600 Est. Cost $19.78 Unrealized +4.5%
PODD INSULET CORP 0.9%
Value ($000) $19,010 Shares 59,600 Est. Cost $277.76 Unrealized +6.7%
HLF HERBALIFE NUTRITION LTD 0.9%
Value ($000) $18,787 Shares 1,166,900 Est. Cost $17.41 Unrealized +1.6%
AVGO BROADCOM INC 0.8%
Value ($000) $18,348 Shares 28,600 Est. Cost $47.61 Unrealized +21.0%
ENVESTNET INC 0.8%
Value ($000) $17,601 Shares 300,000 Est. Cost $61.70 Unrealized
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $16,879 Shares 525,000 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $16,075 Shares 500,000 Est. Cost Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.7%
Value ($000) $15,999 Shares 170,400 Est. Cost $66.35 Unrealized +14.9%
Z ZILLOW GROUP INC 0.7%
Value ($000) $15,796 Shares 355,200 Est. Cost $42.49 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.7%
Value ($000) $15,279 Shares 28,000 Est. Cost $431.23 Unrealized +19.0%
LNTH LANTHEUS HLDGS INC 0.7%
Value ($000) $15,208 Shares 184,200 Est. Cost $64.49 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC 0.7%
Value ($000) $14,792 Shares 174,500 Est. Cost $88.05 Unrealized -2.2%
MTCH MATCH GROUP INC NEW 0.7%
Value ($000) $14,638 Shares 381,300 Est. Cost $43.44 Unrealized -1.9%
AMAT APPLIED MATLS INC 0.7%
Value ($000) $14,543 Shares 118,400 Est. Cost $93.28 Unrealized +20.0%
NOG NORTHERN OIL AND GAS INC MN 0.6%
Value ($000) $12,747 Shares 420,000 Est. Cost $31.15 Unrealized 0.0%
VIRGIN GALACTIC HOLDINGS INC 0.6%
Value ($000) $12,307 Shares 3,038,800 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.6%
Value ($000) $12,129 Shares 154,905 Est. Cost $81.22 Unrealized -0.3%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $10,820 Shares 110,400 Est. Cost $66.01 Unrealized +23.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.5%
Value ($000) $10,817 Shares 54,000 Est. Cost $210.20 Unrealized 0.0%
OKTA OKTA INC 0.5%
Value ($000) $10,295 Shares 119,372 Est. Cost $60.66 Unrealized +25.5%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $9,405 Shares 251,600 Est. Cost $40.61 Unrealized -0.4%
W WAYFAIR INC 0.4%
Value ($000) $9,365 Shares 272,700 Est. Cost $37.43 Unrealized +18.3%
LAM RESEARCH CORP 0.4%
Value ($000) $9,224 Shares 17,400 Est. Cost $530.12 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $9,074 Shares 82,748 Est. Cost $100.18 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value ($000) $8,864 Shares 113,200 Est. Cost $81.22 Unrealized -0.3%
SMTC SEMTECH CORP 0.4%
Value ($000) $8,787 Shares 364,000 Est. Cost $31.27 Unrealized 0.0%
KR KROGER CO 0.4%
Value ($000) $8,472 Shares 171,600 Est. Cost $42.89 Unrealized 0.0%
AVGO BROADCOM INC 0.4%
Value ($000) $8,148 Shares 12,700 Est. Cost $47.61 Unrealized +21.0%
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value ($000) $7,737 Shares 82,400 Est. Cost $66.35 Unrealized +14.9%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $7,712 Shares 38,617 Est. Cost $81.29 Unrealized +4.2%
FDX FEDEX CORP 0.4%
Value ($000) $7,677 Shares 33,600 Est. Cost $155.01 Unrealized +23.0%
VAC MARRIOTT VACATIONS WORLDWIDE 0.4%
Value ($000) $7,617 Shares 56,483 Est. Cost $142.62 Unrealized +4.1%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $7,421 Shares 13,600 Est. Cost $431.23 Unrealized +19.0%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $7,394 Shares 146,100 Est. Cost $50.57 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC 0.3%
Value ($000) $7,114 Shares 1,096,200 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $7,038 Shares 57,300 Est. Cost $93.28 Unrealized +20.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $7,026 Shares 134,400 Est. Cost $41.47 Unrealized +8.2%
LYFT LYFT INC 0.3%
Value ($000) $6,821 Shares 735,800 Est. Cost $12.06 Unrealized +0.2%
BBY BEST BUY INC 0.3%
Value ($000) $6,653 Shares 85,000 Est. Cost $71.44 Unrealized 0.0%
ITT ITT INC 0.3%
Value ($000) $6,585 Shares 76,300 Est. Cost $85.66 Unrealized +2.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $6,478 Shares 39,706 Est. Cost $148.45 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $6,456 Shares 186,700 Est. Cost $35.86 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.3%
Value ($000) $6,365 Shares 431,509 Est. Cost $13.97 Unrealized +11.6%
MTCH MATCH GROUP INC NEW 0.3%
Value ($000) $6,261 Shares 163,100 Est. Cost $43.44 Unrealized -1.9%
LYFT LYFT INC 0.3%
Value ($000) $6,261 Shares 675,400 Est. Cost $12.06 Unrealized +0.2%
MARATHON OIL CORP 0.3%
Value ($000) $6,110 Shares 255,000 Est. Cost $25.12 Unrealized
PODD INSULET CORP 0.3%
Value ($000) $6,060 Shares 19,000 Est. Cost $277.76 Unrealized +6.7%
BLACKROCK INC 0.3%
Value ($000) $5,955 Shares 8,900 Est. Cost $669.12 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.3%
Value ($000) $5,823 Shares 83,187 Est. Cost $73.32 Unrealized 0.0%
MPC MARATHON PETE CORP 0.3%
Value ($000) $5,798 Shares 43,000 Est. Cost $117.57 Unrealized 0.0%
BIIB BIOGEN INC 0.3%
Value ($000) $5,672 Shares 20,400 Est. Cost $276.70 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.3%
Value ($000) $5,584 Shares 38,900 Est. Cost $148.81 Unrealized -2.5%
APP APPLOVIN CORP 0.3%
Value ($000) $5,513 Shares 350,000 Est. Cost $13.11 Unrealized 0.0%
NFLX NETFLIX INC 0.3%
Value ($000) $5,493 Shares 15,900 Est. Cost $33.09 Unrealized 0.0%
VISHAY INTERTECHNOLOGY INC 0.3%
Value ($000) $5,473 Shares 5,500,000 Est. Cost $1.00 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $5,325 Shares 27,000 Est. Cost Unrealized
EOG EOG RES INC 0.2%
Value ($000) $5,307 Shares 46,300 Est. Cost $109.31 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $5,301 Shares 28,500 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $5,265 Shares 22,400 Est. Cost Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $5,264 Shares 13,300 Est. Cost $407.64 Unrealized 0.0%
DISH NETWORK CORPORATION 0.2%
Value ($000) $5,200 Shares 10,000,000 Est. Cost $0.63 Unrealized
WOLFSPEED INC 0.2%
Value ($000) $5,196 Shares 80,000 Est. Cost $64.95 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $5,195 Shares 53,000 Est. Cost $66.01 Unrealized +23.3%
AAPL APPLE INC 0.2%
Value ($000) $5,128 Shares 31,100 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $5,069 Shares 35,000 Est. Cost $139.03 Unrealized +0.7%
NOW SERVICENOW INC 0.2%
Value ($000) $4,926 Shares 10,600 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $4,861 Shares 49,000 Est. Cost $99.49 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $4,732 Shares 33,900 Est. Cost $123.00 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $4,731 Shares 40,100 Est. Cost Unrealized
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $4,644 Shares 41,500 Est. Cost $71.13 Unrealized +42.9%
PSX PHILLIPS 66 0.2%
Value ($000) $4,603 Shares 45,400 Est. Cost $91.66 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $4,560 Shares 122,000 Est. Cost $40.61 Unrealized -0.4%
LAM RESEARCH CORP 0.2%
Value ($000) $4,453 Shares 8,400 Est. Cost $530.12 Unrealized
WMT WALMART INC 0.2%
Value ($000) $4,306 Shares 29,200 Est. Cost $45.79 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP 0.2%
Value ($000) $4,305 Shares 70,861 Est. Cost $70.64 Unrealized -2.6%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $4,248 Shares 84,900 Est. Cost Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $4,160 Shares 26,100 Est. Cost $138.12 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $4,120 Shares 66,000 Est. Cost $59.16 Unrealized 0.0%
OKTA OKTA INC 0.2%
Value ($000) $4,096 Shares 47,500 Est. Cost $60.66 Unrealized +25.5%
NI NISOURCE INC 0.2%
Value ($000) $4,063 Shares 145,300 Est. Cost $23.70 Unrealized +5.0%
FDX FEDEX CORP 0.2%
Value ($000) $3,907 Shares 17,100 Est. Cost $155.01 Unrealized +23.0%
CNC CENTENE CORP DEL 0.2%
Value ($000) $3,862 Shares 61,100 Est. Cost $81.68 Unrealized -13.1%
ON ON SEMICONDUCTOR CORP 0.2%
Value ($000) $3,843 Shares 46,679 Est. Cost $75.97 Unrealized 0.0%
KR KROGER CO 0.2%
Value ($000) $3,797 Shares 76,900 Est. Cost $42.89 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $3,742 Shares 213,700 Est. Cost $15.24 Unrealized 0.0%
INSM INSMED INC 0.2%
Value ($000) $3,741 Shares 219,400 Est. Cost $19.43 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $3,700 Shares 9,600 Est. Cost $319.83 Unrealized +11.1%
HESS CORP 0.2%
Value ($000) $3,520 Shares 26,600 Est. Cost $141.82 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $3,507 Shares 69,300 Est. Cost $50.57 Unrealized 0.0%
NCL CORP LTD 0.2%
Value ($000) $3,461 Shares 3,200,000 Est. Cost $1.08 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $3,445 Shares 57,100 Est. Cost $53.81 Unrealized +7.3%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $3,384 Shares 90,536 Est. Cost $40.61 Unrealized -0.4%
ITT ITT INC 0.2%
Value ($000) $3,383 Shares 39,200 Est. Cost $85.66 Unrealized +2.6%
DE DEERE & CO 0.2%
Value ($000) $3,303 Shares 8,000 Est. Cost $388.70 Unrealized +2.2%
BBY BEST BUY INC 0.1%
Value ($000) $3,233 Shares 41,300 Est. Cost $71.44 Unrealized 0.0%
HLF HERBALIFE NUTRITION LTD 0.1%
Value ($000) $3,214 Shares 199,645 Est. Cost $17.41 Unrealized +1.6%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $3,129 Shares 90,500 Est. Cost $35.86 Unrealized
SMTC SEMTECH CORP 0.1%
Value ($000) $3,107 Shares 128,713 Est. Cost $31.27 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $3,047 Shares 27,500 Est. Cost $121.42 Unrealized -2.7%
CCL CARNIVAL CORP 0.1%
Value ($000) $3,015 Shares 297,000 Est. Cost $9.37 Unrealized +10.5%
ADSK AUTODESK INC 0.1%
Value ($000) $2,935 Shares 14,100 Est. Cost $205.89 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $2,906 Shares 39,100 Est. Cost $85.94 Unrealized -12.5%
BLACKROCK INC 0.1%
Value ($000) $2,877 Shares 4,300 Est. Cost $669.12 Unrealized
FOOT LOCKER INC 0.1%
Value ($000) $2,735 Shares 68,900 Est. Cost $39.69 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $2,725 Shares 9,800 Est. Cost $276.70 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $2,699 Shares 18,800 Est. Cost $148.81 Unrealized -2.5%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $2,695 Shares 147,000 Est. Cost $15.06 Unrealized +31.5%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $2,688 Shares 22,100 Est. Cost $130.82 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $2,660 Shares 7,700 Est. Cost $33.09 Unrealized 0.0%
MARATHON OIL CORP 0.1%
Value ($000) $2,657 Shares 110,900 Est. Cost $25.12 Unrealized
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $2,652 Shares 91,900 Est. Cost $28.29 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $2,609 Shares 49,900 Est. Cost $41.47 Unrealized +8.2%
CNMD CONMED CORP 0.1%
Value ($000) $2,577 Shares 24,813 Est. Cost $87.41 Unrealized +7.5%
URI UNITED RENTALS INC 0.1%
Value ($000) $2,572 Shares 6,500 Est. Cost $407.64 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $2,538 Shares 10,800 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2,530 Shares 13,600 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $2,524 Shares 12,800 Est. Cost Unrealized
AAPL APPLE INC 0.1%
Value ($000) $2,506 Shares 15,200 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $2,458 Shares 29,335 Est. Cost $74.27 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $2,370 Shares 5,100 Est. Cost Unrealized
INSMED INC 0.1%
Value ($000) $2,332 Shares 3,000,000 Est. Cost $0.78 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $2,277 Shares 19,300 Est. Cost Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $2,261 Shares 20,200 Est. Cost $71.13 Unrealized +42.9%
PEP PEPSICO INC 0.1%
Value ($000) $2,261 Shares 12,400 Est. Cost $160.89 Unrealized -1.4%
MTCH MATCH GROUP INC NEW 0.1%
Value ($000) $2,257 Shares 58,803 Est. Cost $43.44 Unrealized -1.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $2,241 Shares 16,700 Est. Cost $112.73 Unrealized +3.1%
NCL CORP LTD 0.1%
Value ($000) $2,220 Shares 3,100,000 Est. Cost $0.72 Unrealized
SUNNOVA ENERGY INTL INC. 0.1%
Value ($000) $2,210 Shares 141,500 Est. Cost $18.01 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $2,163 Shares 16,000 Est. Cost $123.77 Unrealized 0.0%
ZTO ZTO EXPRESS CAYMAN INC 0.1%
Value ($000) $2,161 Shares 75,394 Est. Cost $27.91 Unrealized
WMT WALMART INC 0.1%
Value ($000) $2,064 Shares 14,000 Est. Cost $45.79 Unrealized 0.0%
FOUR SHIFT4 PMTS INC 0.1%
Value ($000) $2,059 Shares 27,170 Est. Cost $64.41 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $2,054 Shares 40,581 Est. Cost $50.57 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,046 Shares 13,200 Est. Cost $157.06 Unrealized -5.8%
EOG EOG RES INC 0.1%
Value ($000) $2,025 Shares 17,667 Est. Cost $109.31 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $2,008 Shares 12,600 Est. Cost $138.12 Unrealized 0.0%
FCN FTI CONSULTING INC 0.1%
Value ($000) $1,993 Shares 10,100 Est. Cost $166.90 Unrealized +4.1%
CNC CENTENE CORP DEL 0.1%
Value ($000) $1,955 Shares 30,935 Est. Cost $81.68 Unrealized -13.1%
NI NISOURCE INC 0.1%
Value ($000) $1,882 Shares 67,300 Est. Cost $23.70 Unrealized +5.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $1,801 Shares 36,000 Est. Cost Unrealized
BA BOEING CO 0.1%
Value ($000) $1,784 Shares 8,400 Est. Cost Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,773 Shares 4,600 Est. Cost $319.83 Unrealized +11.1%
VSH VISHAY INTERTECHNOLOGY INC 0.1%
Value ($000) $1,763 Shares 77,954 Est. Cost $19.78 Unrealized +4.5%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $1,754 Shares 7,800 Est. Cost $158.08 Unrealized +25.8%
ITT ITT INC 0.1%
Value ($000) $1,735 Shares 20,101 Est. Cost $85.66 Unrealized +2.6%
HESS CORP 0.1%
Value ($000) $1,720 Shares 13,000 Est. Cost $141.82 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,717 Shares 17,305 Est. Cost $99.49 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,708 Shares 16,400 Est. Cost $87.55 Unrealized +10.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,689 Shares 4,900 Est. Cost $321.12 Unrealized +7.0%
BLACKROCK INC 0.1%
Value ($000) $1,683 Shares 2,515 Est. Cost $669.12 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $1,679 Shares 17,886 Est. Cost $66.35 Unrealized +14.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,671 Shares 27,700 Est. Cost $53.81 Unrealized +7.3%
ORA ORMAT TECHNOLOGIES INC 0.1%
Value ($000) $1,633 Shares 19,258 Est. Cost $88.05 Unrealized -2.2%
W WAYFAIR INC 0.1%
Value ($000) $1,629 Shares 47,435 Est. Cost $37.43 Unrealized +18.3%
IQ IQIYI INC 0.1%
Value ($000) $1,554 Shares 213,400 Est. Cost $5.30 Unrealized
ENVESTNET INC 0.1%
Value ($000) $1,535 Shares 26,160 Est. Cost $61.70 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1,517 Shares 21,802 Est. Cost $60.67 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value ($000) $1,511 Shares 20,000 Est. Cost $75.55 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $1,487 Shares 118,022 Est. Cost $10.07 Unrealized +1.3%
DE DEERE & CO 0.1%
Value ($000) $1,486 Shares 3,600 Est. Cost $388.70 Unrealized +2.2%
WOLFSPEED INC 0.1%
Value ($000) $1,478 Shares 22,759 Est. Cost $64.95 Unrealized
W WAYFAIR INC 0.1%
Value ($000) $1,463 Shares 42,600 Est. Cost $37.43 Unrealized +18.3%
CNC CENTENE CORP DEL 0.1%
Value ($000) $1,441 Shares 22,800 Est. Cost $81.68 Unrealized -13.1%
ADSK AUTODESK INC 0.1%
Value ($000) $1,436 Shares 6,900 Est. Cost $205.89 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,434 Shares 19,300 Est. Cost $85.94 Unrealized -12.5%
CI THE CIGNA GROUP 0.1%
Value ($000) $1,431 Shares 5,600 Est. Cost $298.87 Unrealized -7.6%
MARATHON OIL CORP 0.1%
Value ($000) $1,430 Shares 59,680 Est. Cost $25.12 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $1,427 Shares 16,700 Est. Cost $72.93 Unrealized -1.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,422 Shares 41,134 Est. Cost $35.86 Unrealized
LYFT LYFT INC 0.1%
Value ($000) $1,411 Shares 152,256 Est. Cost $12.06 Unrealized +0.2%
PSX PHILLIPS 66 0.1%
Value ($000) $1,389 Shares 13,704 Est. Cost $91.66 Unrealized 0.0%
LNTH LANTHEUS HLDGS INC 0.1%
Value ($000) $1,384 Shares 16,761 Est. Cost $64.49 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $1,338 Shares 73,000 Est. Cost $15.06 Unrealized +31.5%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $1,326 Shares 10,900 Est. Cost $130.82 Unrealized 0.0%
FOOT LOCKER INC 0.1%
Value ($000) $1,310 Shares 33,000 Est. Cost $39.69 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $1,302 Shares 24,389 Est. Cost $48.28 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,249 Shares 3,819 Est. Cost $321.54 Unrealized +0.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $1,243 Shares 7,700 Est. Cost $170.48 Unrealized -0.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,208 Shares 10,900 Est. Cost $121.42 Unrealized -2.7%
URI UNITED RENTALS INC 0.1%
Value ($000) $1,207 Shares 3,051 Est. Cost $407.64 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.1%
Value ($000) $1,178 Shares 87,573 Est. Cost $14.97 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $1,166 Shares 1,818 Est. Cost $47.61 Unrealized +21.0%
NOG NORTHERN OIL AND GAS INC MN 0.1%
Value ($000) $1,154 Shares 38,017 Est. Cost $31.15 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $1,087 Shares 8,939 Est. Cost $130.82 Unrealized 0.0%
CFLT CONFLUENT INC 0.0%
Value ($000) $1,059 Shares 44,000 Est. Cost $23.19 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,008 Shares 7,223 Est. Cost $123.00 Unrealized 0.0%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $990 Shares 10,800 Est. Cost $85.52 Unrealized +3.5%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $980 Shares 4,892 Est. Cost $210.20 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $977 Shares 15,654 Est. Cost $59.16 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $973 Shares 6,780 Est. Cost $148.81 Unrealized -2.5%
VRSN VERISIGN INC 0.0%
Value ($000) $972 Shares 4,600 Est. Cost $190.04 Unrealized +7.6%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $967 Shares 33,492 Est. Cost $28.29 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $956 Shares 54,606 Est. Cost $15.24 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $914 Shares 4,000 Est. Cost $155.01 Unrealized +23.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $901 Shares 6,681 Est. Cost $117.57 Unrealized 0.0%
APP APPLOVIN CORP 0.0%
Value ($000) $872 Shares 55,389 Est. Cost $13.11 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $864 Shares 5,968 Est. Cost $139.03 Unrealized +0.7%
BA BOEING CO 0.0%
Value ($000) $850 Shares 4,000 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $836 Shares 11,245 Est. Cost $85.94 Unrealized -12.5%
NI NISOURCE INC 0.0%
Value ($000) $797 Shares 28,516 Est. Cost $23.70 Unrealized +5.0%
FCN FTI CONSULTING INC 0.0%
Value ($000) $777 Shares 3,939 Est. Cost $166.90 Unrealized +4.1%
VTRS VIATRIS INC 0.0%
Value ($000) $767 Shares 79,700 Est. Cost $9.05 Unrealized +7.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $738 Shares 2,140 Est. Cost $321.12 Unrealized +7.0%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $727 Shares 31,000 Est. Cost Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $693 Shares 3,278 Est. Cost $190.04 Unrealized +7.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $690 Shares 23,100 Est. Cost $28.24 Unrealized -3.9%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $689 Shares 3,066 Est. Cost $158.08 Unrealized +25.8%
UNM UNUM GROUP 0.0%
Value ($000) $665 Shares 16,800 Est. Cost $41.90 Unrealized -1.4%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $664 Shares 1,600 Est. Cost $412.86 Unrealized -2.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $661 Shares 7,731 Est. Cost $72.93 Unrealized -1.3%
BIIB BIOGEN INC 0.0%
Value ($000) $656 Shares 2,361 Est. Cost $276.70 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $649 Shares 12,416 Est. Cost $41.47 Unrealized +8.2%
HRB BLOCK H & R INC 0.0%
Value ($000) $649 Shares 18,400 Est. Cost $36.99 Unrealized -8.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $617 Shares 4,561 Est. Cost $123.77 Unrealized 0.0%
ACM AECOM 0.0%
Value ($000) $607 Shares 7,200 Est. Cost $76.23 Unrealized +9.9%
NFLX NETFLIX INC 0.0%
Value ($000) $606 Shares 1,754 Est. Cost $33.09 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $599 Shares 7,648 Est. Cost $71.44 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $589 Shares 1,427 Est. Cost $388.70 Unrealized +2.2%
FLR FLUOR CORP NEW 0.0%
Value ($000) $569 Shares 18,400 Est. Cost $31.93 Unrealized +7.7%
MTB M & T BK CORP 0.0%
Value ($000) $562 Shares 4,700 Est. Cost $147.80 Unrealized -11.1%
SUNNOVA ENERGY INTL INC. 0.0%
Value ($000) $557 Shares 35,686 Est. Cost $18.01 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $556 Shares 12,509 Est. Cost $42.49 Unrealized 0.0%
HYG ISHARES TR 0.0%
Value ($000) $555 Shares 7,342 Est. Cost $75.55 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $538 Shares 6,300 Est. Cost $72.93 Unrealized -1.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $538 Shares 7,500 Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $533 Shares 3,974 Est. Cost $112.73 Unrealized +3.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $528 Shares 5,072 Est. Cost $87.55 Unrealized +10.9%
VTRS VIATRIS INC 0.0%
Value ($000) $528 Shares 54,873 Est. Cost $9.05 Unrealized +7.1%
PEP PEPSICO INC 0.0%
Value ($000) $521 Shares 2,860 Est. Cost $160.89 Unrealized -1.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $506 Shares 3,265 Est. Cost $157.06 Unrealized -5.8%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $488 Shares 1,175 Est. Cost $412.86 Unrealized -2.0%
HRB BLOCK H & R INC 0.0%
Value ($000) $488 Shares 13,834 Est. Cost $36.99 Unrealized -8.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $481 Shares 3,100 Est. Cost Unrealized
WAB WABTEC 0.0%
Value ($000) $475 Shares 4,700 Est. Cost $93.96 Unrealized +7.0%
MTB M & T BK CORP 0.0%
Value ($000) $470 Shares 3,929 Est. Cost $147.80 Unrealized -11.1%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $469 Shares 5,114 Est. Cost $85.52 Unrealized +3.5%
FOOT LOCKER INC 0.0%
Value ($000) $468 Shares 11,796 Est. Cost $39.69 Unrealized
WAB WABTEC 0.0%
Value ($000) $467 Shares 4,620 Est. Cost $93.96 Unrealized +7.0%
KR KROGER CO 0.0%
Value ($000) $452 Shares 9,148 Est. Cost $42.89 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $451 Shares 850 Est. Cost $530.12 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $448 Shares 1,700 Est. Cost $218.18 Unrealized +13.7%
WMB WILLIAMS COS INC 0.0%
Value ($000) $434 Shares 14,549 Est. Cost $28.24 Unrealized -3.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $418 Shares 1,636 Est. Cost $298.87 Unrealized -7.6%
ACM AECOM 0.0%
Value ($000) $408 Shares 4,844 Est. Cost $76.23 Unrealized +9.9%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $405 Shares 1,800 Est. Cost $158.08 Unrealized +25.8%
UNM UNUM GROUP 0.0%
Value ($000) $402 Shares 10,150 Est. Cost $41.90 Unrealized -1.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $400 Shares 2,478 Est. Cost $170.48 Unrealized -0.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $389 Shares 2,900 Est. Cost $112.73 Unrealized +3.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $372 Shares 6,100 Est. Cost $55.69 Unrealized +7.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $366 Shares 3,300 Est. Cost $121.42 Unrealized -2.7%
PEP PEPSICO INC 0.0%
Value ($000) $365 Shares 2,000 Est. Cost $160.89 Unrealized -1.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $363 Shares 9,400 Est. Cost Unrealized
ACM AECOM 0.0%
Value ($000) $363 Shares 4,300 Est. Cost $76.23 Unrealized +9.9%
ABBV ABBVIE INC 0.0%
Value ($000) $359 Shares 2,255 Est. Cost $138.12 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $357 Shares 2,300 Est. Cost $157.06 Unrealized -5.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $354 Shares 3,400 Est. Cost $87.55 Unrealized +10.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $340 Shares 11,400 Est. Cost $28.24 Unrealized -3.9%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $339 Shares 3,700 Est. Cost $85.52 Unrealized +3.5%
UNM UNUM GROUP 0.0%
Value ($000) $332 Shares 8,400 Est. Cost $41.90 Unrealized -1.4%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $332 Shares 800 Est. Cost $412.86 Unrealized -2.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $323 Shares 2,000 Est. Cost $170.48 Unrealized -0.4%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $317 Shares 4,600 Est. Cost Unrealized
IQ IQIYI INC 0.0%
Value ($000) $304 Shares 41,826 Est. Cost $5.30 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $301 Shares 1,446 Est. Cost $205.89 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $281 Shares 1,100 Est. Cost $298.87 Unrealized -7.6%
WGO WINNEBAGO INDS INC 0.0%
Value ($000) $271 Shares 4,700 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $258 Shares 2,635 Est. Cost $66.01 Unrealized +23.3%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $249 Shares 13,600 Est. Cost $15.06 Unrealized +31.5%
FLR FLUOR CORP NEW 0.0%
Value ($000) $221 Shares 7,139 Est. Cost $31.93 Unrealized +7.7%
WMT WALMART INC 0.0%
Value ($000) $217 Shares 1,473 Est. Cost $45.79 Unrealized 0.0%
CFLT CONFLUENT INC 0.0%
Value ($000) $207 Shares 8,587 Est. Cost $23.19 Unrealized 0.0%
DISH NETWORK CORPORATION 0.0%
Value ($000) $201 Shares 21,521 Est. Cost $14.04 Unrealized
INSM INSMED INC 0.0%
Value ($000) $195 Shares 11,448 Est. Cost $19.43 Unrealized 0.0%