Portman Square Capital LLP Hedge Fund

CIK: 0001966898 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 15, 2024

Total Value ($000): $3,611,253 (90.5% shares, 9.5% debt)

Holdings (299)

FOUR SHIFT4 PMTS INC 3.8%
Value ($000) $138,906 Shares 2,102,400 Est. Cost $69.46 Unrealized +8.3%
PALO ALTO NETWORKS INC 3.8%
Value ($000) $135,517 Shares 47,400,000 Est. Cost $2.15 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 3.3%
Value ($000) $118,801 Shares 1,123,200 Est. Cost $94.54 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 2.9%
Value ($000) $104,660 Shares 962,300 Est. Cost $102.58 Unrealized +12.3%
PEABODY ENGR CORP 2.2%
Value ($000) $78,914 Shares 55,750,000 Est. Cost $1.47 Unrealized
BTU PEABODY ENERGY CORP 2.2%
Value ($000) $78,585 Shares 3,239,300 Est. Cost $24.48 Unrealized 0.0%
MIDD MIDDLEBY CORP 2.1%
Value ($000) $77,147 Shares 479,800 Est. Cost $146.44 Unrealized +0.6%
AAL AMERICAN AIRLS GROUP INC 1.9%
Value ($000) $69,689 Shares 4,540,000 Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 1.9%
Value ($000) $67,275 Shares 723,000 Est. Cost $60.26 Unrealized +39.2%
TMUS T-MOBILE US INC 1.8%
Value ($000) $65,288 Shares 400,000 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP. 1.6%
Value ($000) $56,571 Shares 829,000 Est. Cost $34.87 Unrealized +25.1%
AMERICAN AIRLINES GROUP INC 1.4%
Value ($000) $49,991 Shares 43,040,000 Est. Cost $1.17 Unrealized
META META PLATFORMS INC 1.3%
Value ($000) $48,704 Shares 100,300 Est. Cost $317.03 Unrealized +39.8%
CCL CARNIVAL CORP 1.3%
Value ($000) $47,442 Shares 2,903,400 Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW 1.3%
Value ($000) $45,362 Shares 1,994,800 Est. Cost $15.77 Unrealized +25.7%
FOUR SHIFT4 PMTS INC 1.2%
Value ($000) $44,604 Shares 675,100 Est. Cost $69.46 Unrealized +8.3%
MU MICRON TECHNOLOGY INC 1.2%
Value ($000) $43,289 Shares 367,200 Est. Cost $70.69 Unrealized +27.1%
RRC RANGE RES CORP 1.1%
Value ($000) $39,512 Shares 1,147,600 Est. Cost $32.82 Unrealized -5.8%
NIO NIO INC 1.1%
Value ($000) $38,784 Shares 8,618,700 Est. Cost $9.04 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 1.0%
Value ($000) $37,674 Shares 1,800,000 Est. Cost $18.19 Unrealized 0.0%
NFLX NETFLIX INC 1.0%
Value ($000) $36,622 Shares 60,300 Est. Cost $36.09 Unrealized +56.2%
RIVN RIVIAN AUTOMOTIVE INC 1.0%
Value ($000) $36,182 Shares 3,304,300 Est. Cost $14.41 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $36,142 Shares 40,000 Est. Cost $41.54 Unrealized +74.4%
SMH VANECK ETF TRUST 1.0%
Value ($000) $35,998 Shares 160,000 Est. Cost Unrealized
WGO WINNEBAGO INDS INC 1.0%
Value ($000) $35,342 Shares 477,600 Est. Cost $64.94 Unrealized +4.7%
EVRG EVERGY INC 0.9%
Value ($000) $34,163 Shares 640,000 Est. Cost Unrealized
FDX FEDEX CORP 0.9%
Value ($000) $33,146 Shares 114,400 Est. Cost $206.80 Unrealized +16.0%
NOW SERVICENOW INC 0.9%
Value ($000) $32,783 Shares 43,000 Est. Cost $126.04 Unrealized +20.2%
GPN GLOBAL PMTS INC 0.9%
Value ($000) $32,078 Shares 240,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $29,077 Shares 161,100 Est. Cost $96.56 Unrealized +81.0%
DKS DICKS SPORTING GOODS INC 0.8%
Value ($000) $28,895 Shares 128,500 Est. Cost $121.04 Unrealized +35.1%
ADSK AUTODESK INC 0.8%
Value ($000) $28,828 Shares 110,700 Est. Cost $202.30 Unrealized +25.1%
AMP AMERIPRISE FINL INC 0.8%
Value ($000) $27,797 Shares 63,400 Est. Cost $333.50 Unrealized +17.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.8%
Value ($000) $27,324 Shares 9,400 Est. Cost $39.05 Unrealized +30.9%
ORA ORMAT TECHNOLOGIES INC 0.8%
Value ($000) $27,138 Shares 410,000 Est. Cost $85.46 Unrealized -22.8%
HLF HERBALIFE LTD 0.7%
Value ($000) $26,502 Shares 2,637,000 Est. Cost $10.75 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $26,333 Shares 145,900 Est. Cost $96.56 Unrealized +81.0%
CDW CDW CORP 0.7%
Value ($000) $26,166 Shares 102,300 Est. Cost $206.08 Unrealized +12.4%
FCX FREEPORT-MCMORAN INC 0.7%
Value ($000) $26,087 Shares 554,800 Est. Cost $37.88 Unrealized +4.0%
RIVIAN AUTOMOTIVE INC 0.7%
Value ($000) $25,937 Shares 32,200,000 Est. Cost $0.81 Unrealized
WING WINGSTOP INC 0.7%
Value ($000) $25,721 Shares 70,200 Est. Cost $311.10 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.7%
Value ($000) $24,844 Shares 495,100 Est. Cost $46.27 Unrealized -9.7%
W WAYFAIR INC 0.7%
Value ($000) $23,486 Shares 346,000 Est. Cost Unrealized
ENOV ENOVIS CORPORATION 0.6%
Value ($000) $23,462 Shares 375,700 Est. Cost Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $23,155 Shares 90,900 Est. Cost $222.03 Unrealized 0.0%
PODD INSULET CORP 0.6%
Value ($000) $23,139 Shares 135,000 Est. Cost $186.49 Unrealized 0.0%
FLR FLUOR CORP NEW 0.6%
Value ($000) $23,136 Shares 547,200 Est. Cost $36.78 Unrealized +4.4%
ABBV ABBVIE INC 0.6%
Value ($000) $22,781 Shares 125,100 Est. Cost $134.69 Unrealized +20.3%
VSH VISHAY INTERTECHNOLOGY INC 0.6%
Value ($000) $22,601 Shares 996,500 Est. Cost Unrealized
EQT EQT CORP 0.6%
Value ($000) $21,604 Shares 582,800 Est. Cost $39.67 Unrealized -12.2%
BBIO BRIDGEBIO PHARMA INC 0.6%
Value ($000) $21,539 Shares 696,600 Est. Cost $32.00 Unrealized +6.3%
RL RALPH LAUREN CORP 0.6%
Value ($000) $21,386 Shares 113,900 Est. Cost $116.26 Unrealized +38.3%
NUE NUCOR CORP 0.6%
Value ($000) $21,215 Shares 107,200 Est. Cost $177.23 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $20,615 Shares 175,600 Est. Cost $86.63 Unrealized +13.8%
PCG PG&E CORP 0.6%
Value ($000) $20,208 Shares 1,205,700 Est. Cost $16.83 Unrealized -1.5%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $19,740 Shares 193,000 Est. Cost $75.69 Unrealized +11.1%
THO THOR INDS INC 0.5%
Value ($000) $19,173 Shares 163,400 Est. Cost $98.35 Unrealized +11.7%
XRX XEROX HOLDINGS CORP 0.5%
Value ($000) $18,974 Shares 1,060,000 Est. Cost $17.58 Unrealized 0.0%
NCL CORP LTD 0.5%
Value ($000) $18,958 Shares 14,450,000 Est. Cost $1.33 Unrealized
CTRA COTERRA ENERGY INC 0.5%
Value ($000) $18,769 Shares 673,200 Est. Cost $24.95 Unrealized -3.7%
INTERDIGITAL INC 0.5%
Value ($000) $18,630 Shares 12,950,000 Est. Cost $1.31 Unrealized
TTEK TETRA TECH INC NEW 0.5%
Value ($000) $18,471 Shares 100,000 Est. Cost $34.64 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP 0.5%
Value ($000) $18,092 Shares 107,400 Est. Cost $167.74 Unrealized +1.5%
UNM UNUM GROUP 0.5%
Value ($000) $17,445 Shares 325,100 Est. Cost Unrealized
PLAY DAVE & BUSTERS ENTMT INC 0.5%
Value ($000) $17,127 Shares 273,600 Est. Cost $40.46 Unrealized +41.7%
MIDD MIDDLEBY CORP 0.5%
Value ($000) $16,561 Shares 102,995 Est. Cost $146.44 Unrealized +0.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.4%
Value ($000) $16,081 Shares 108,300 Est. Cost $141.59 Unrealized +9.6%
GUESS INC 0.4%
Value ($000) $15,735 Shares 500,000 Est. Cost $31.47 Unrealized
DINO HF SINCLAIR CORP 0.4%
Value ($000) $15,612 Shares 258,600 Est. Cost $52.18 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $15,445 Shares 213,500 Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC 0.4%
Value ($000) $15,411 Shares 126,400 Est. Cost $99.31 Unrealized +2.5%
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value ($000) $15,127 Shares 139,083 Est. Cost $102.58 Unrealized +12.3%
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $15,086 Shares 96,400 Est. Cost $108.32 Unrealized +23.0%
LYV LIVE NATION ENTERTAINMENT IN 0.4%
Value ($000) $14,808 Shares 140,000 Est. Cost $94.54 Unrealized 0.0%
BYD BOYD GAMING CORP 0.4%
Value ($000) $14,797 Shares 219,800 Est. Cost $65.04 Unrealized -3.9%
ORMAT TECHNOLOGIES INC 0.4%
Value ($000) $14,744 Shares 15,200,000 Est. Cost $0.97 Unrealized
SBSW SIBANYE STILLWATER LTD 0.4%
Value ($000) $14,220 Shares 3,019,100 Est. Cost $4.71 Unrealized
OKE ONEOK INC NEW 0.4%
Value ($000) $13,893 Shares 173,300 Est. Cost $54.14 Unrealized +23.3%
META META PLATFORMS INC 0.4%
Value ($000) $13,742 Shares 28,300 Est. Cost $317.03 Unrealized +39.8%
MARATHON OIL CORP 0.4%
Value ($000) $13,204 Shares 465,900 Est. Cost $24.30 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.4%
Value ($000) $13,185 Shares 95,600 Est. Cost $115.11 Unrealized +18.6%
HAL HALLIBURTON CO 0.4%
Value ($000) $12,922 Shares 327,800 Est. Cost $36.44 Unrealized -6.4%
MS MORGAN STANLEY 0.4%
Value ($000) $12,881 Shares 136,800 Est. Cost Unrealized
WYNN WYNN RESORTS LTD 0.4%
Value ($000) $12,830 Shares 125,500 Est. Cost $99.60 Unrealized -2.3%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $12,638 Shares 107,200 Est. Cost $70.69 Unrealized +27.1%
KOS KOSMOS ENERGY LTD 0.3%
Value ($000) $12,598 Shares 2,113,800 Est. Cost $6.01 Unrealized 0.0%
VIRGIN GALACTIC HOLDINGS INC 0.3%
Value ($000) $12,570 Shares 8,493,400 Est. Cost $2.45 Unrealized
ENVESTNET INC 0.3%
Value ($000) $12,161 Shares 210,000 Est. Cost $55.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $11,840 Shares 62,000 Est. Cost Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $11,479 Shares 18,900 Est. Cost $36.09 Unrealized +56.2%
SIG SIGNET JEWELERS LIMITED 0.3%
Value ($000) $11,128 Shares 111,200 Est. Cost $72.01 Unrealized +35.5%
BLACKROCK INC 0.3%
Value ($000) $10,755 Shares 12,900 Est. Cost $811.80 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.3%
Value ($000) $10,642 Shares 468,000 Est. Cost $15.77 Unrealized +25.7%
SNX TD SYNNEX CORPORATION 0.3%
Value ($000) $10,450 Shares 92,400 Est. Cost $95.55 Unrealized +5.8%
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $10,371 Shares 141,000 Est. Cost $77.07 Unrealized -0.7%
NOW SERVICENOW INC 0.3%
Value ($000) $10,064 Shares 13,200 Est. Cost $126.04 Unrealized +20.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $10,008 Shares 23,800 Est. Cost $350.99 Unrealized +12.1%
FDX FEDEX CORP 0.3%
Value ($000) $9,996 Shares 34,500 Est. Cost $206.80 Unrealized +16.0%
RRC RANGE RES CORP 0.3%
Value ($000) $9,957 Shares 289,200 Est. Cost $32.82 Unrealized -5.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $9,904 Shares 110,400 Est. Cost Unrealized
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $9,602 Shares 21,900 Est. Cost $333.50 Unrealized +17.2%
VOYA VOYA FINANCIAL INC 0.3%
Value ($000) $9,595 Shares 129,800 Est. Cost $66.16 Unrealized +1.6%
ARCB ARCBEST CORP 0.3%
Value ($000) $9,505 Shares 66,700 Est. Cost Unrealized
SKT TANGER INC 0.3%
Value ($000) $9,476 Shares 320,900 Est. Cost $22.07 Unrealized
TRGP TARGA RES CORP 0.3%
Value ($000) $9,474 Shares 84,600 Est. Cost $77.06 Unrealized +17.6%
MET METLIFE INC 0.3%
Value ($000) $9,449 Shares 127,500 Est. Cost Unrealized
NRG NRG ENERGY INC 0.3%
Value ($000) $9,443 Shares 139,500 Est. Cost Unrealized
RH RH 0.3%
Value ($000) $9,264 Shares 26,600 Est. Cost $334.11 Unrealized -18.4%
AEIS ADVANCED ENERGY INDS 0.3%
Value ($000) $9,178 Shares 90,000 Est. Cost $111.11 Unrealized -8.8%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $9,165 Shares 36,700 Est. Cost $215.69 Unrealized +8.6%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $8,930 Shares 79,800 Est. Cost $86.70 Unrealized +20.7%
HPQ HP INC 0.2%
Value ($000) $8,631 Shares 285,600 Est. Cost $27.64 Unrealized -1.2%
SMTC SEMTECH CORP 0.2%
Value ($000) $8,588 Shares 312,400 Est. Cost $31.27 Unrealized -31.7%
MP MP MATERIALS CORP 0.2%
Value ($000) $8,580 Shares 600,000 Est. Cost Unrealized
IDCC INTERDIGITAL INC 0.2%
Value ($000) $8,517 Shares 80,000 Est. Cost Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value ($000) $8,414 Shares 56,300 Est. Cost $179.86 Unrealized -7.3%
AXON AXON ENTERPRISE INC 0.2%
Value ($000) $8,260 Shares 26,400 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP. 0.2%
Value ($000) $8,257 Shares 121,000 Est. Cost $34.87 Unrealized +25.1%
STT STATE STR CORP 0.2%
Value ($000) $8,211 Shares 106,200 Est. Cost $69.56 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $8,167 Shares 75,400 Est. Cost $97.91 Unrealized +0.2%
ROST ROSS STORES INC 0.2%
Value ($000) $8,145 Shares 55,500 Est. Cost Unrealized
CNMD CONMED CORP 0.2%
Value ($000) $8,008 Shares 100,000 Est. Cost $88.92 Unrealized -1.8%
EOG EOG RES INC 0.2%
Value ($000) $7,926 Shares 62,000 Est. Cost $111.21 Unrealized -0.8%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $7,873 Shares 6,300 Est. Cost Unrealized
HYG ISHARES TR 0.2%
Value ($000) $7,773 Shares 100,000 Est. Cost Unrealized
HYG ISHARES TR 0.2%
Value ($000) $7,773 Shares 100,000 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $7,558 Shares 2,600 Est. Cost $39.05 Unrealized +30.9%
RL RALPH LAUREN CORP 0.2%
Value ($000) $7,435 Shares 39,600 Est. Cost $116.26 Unrealized +38.3%
WOLFSPEED INC 0.2%
Value ($000) $7,375 Shares 250,000 Est. Cost $36.20 Unrealized
WING WINGSTOP INC 0.2%
Value ($000) $7,365 Shares 20,100 Est. Cost $311.10 Unrealized 0.0%
CDW CDW CORP 0.2%
Value ($000) $7,315 Shares 28,600 Est. Cost $206.08 Unrealized +12.4%
ARKK ARK ETF TR 0.2%
Value ($000) $7,212 Shares 144,000 Est. Cost Unrealized
VTRS VIATRIS INC 0.2%
Value ($000) $7,162 Shares 599,800 Est. Cost $11.04 Unrealized 0.0%
ADSK AUTODESK INC 0.2%
Value ($000) $7,109 Shares 27,300 Est. Cost $202.30 Unrealized +25.1%
EQT EQT CORP 0.2%
Value ($000) $6,788 Shares 183,100 Est. Cost $39.67 Unrealized -12.2%
ABBV ABBVIE INC 0.2%
Value ($000) $6,392 Shares 35,100 Est. Cost $134.69 Unrealized +20.3%
LOW LOWES COS INC 0.2%
Value ($000) $6,317 Shares 24,800 Est. Cost $222.03 Unrealized 0.0%
MET METLIFE INC 0.2%
Value ($000) $6,299 Shares 85,000 Est. Cost Unrealized
APA APA CORPORATION 0.2%
Value ($000) $6,278 Shares 182,600 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $6,142 Shares 122,400 Est. Cost $46.27 Unrealized -9.7%
NUE NUCOR CORP 0.2%
Value ($000) $6,095 Shares 30,800 Est. Cost $177.23 Unrealized 0.0%
PODD INSULET CORP 0.2%
Value ($000) $6,084 Shares 35,495 Est. Cost $186.49 Unrealized 0.0%
KMX CARMAX INC 0.2%
Value ($000) $6,028 Shares 69,200 Est. Cost $81.89 Unrealized -7.6%
WST WEST PHARMACEUTICAL SVSC INC 0.2%
Value ($000) $5,738 Shares 14,500 Est. Cost $368.20 Unrealized -0.1%
WGO WINNEBAGO INDS INC 0.2%
Value ($000) $5,728 Shares 77,400 Est. Cost $64.94 Unrealized +4.7%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $5,439 Shares 195,100 Est. Cost $24.95 Unrealized -3.7%
THO THOR INDS INC 0.1%
Value ($000) $5,409 Shares 46,100 Est. Cost $98.35 Unrealized +11.7%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $5,390 Shares 52,700 Est. Cost $75.69 Unrealized +11.1%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $5,262 Shares 111,900 Est. Cost $37.88 Unrealized +4.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $5,258 Shares 33,600 Est. Cost $108.32 Unrealized +23.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $5,208 Shares 19,900 Est. Cost $42.10 Unrealized +10.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $5,105 Shares 10,600 Est. Cost Unrealized
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $5,020 Shares 29,800 Est. Cost $167.74 Unrealized +1.5%
OKE ONEOK INC NEW 0.1%
Value ($000) $4,995 Shares 62,300 Est. Cost $54.14 Unrealized +23.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $4,979 Shares 43,900 Est. Cost Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $4,888 Shares 48,200 Est. Cost Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $4,643 Shares 56,600 Est. Cost $68.61 Unrealized +1.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $4,579 Shares 33,200 Est. Cost $115.11 Unrealized +18.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $4,544 Shares 30,600 Est. Cost $141.59 Unrealized +9.6%
BP BP PLC 0.1%
Value ($000) $4,375 Shares 116,100 Est. Cost $35.40 Unrealized
CC CHEMOURS CO 0.1%
Value ($000) $4,362 Shares 166,100 Est. Cost $27.39 Unrealized -3.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $4,205 Shares 8,500 Est. Cost $488.97 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $4,181 Shares 57,800 Est. Cost Unrealized
AAPL APPLE INC 0.1%
Value ($000) $4,081 Shares 23,800 Est. Cost $180.74 Unrealized -0.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $4,048 Shares 21,200 Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $4,048 Shares 33,200 Est. Cost $99.31 Unrealized +2.5%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $3,992 Shares 34,000 Est. Cost $86.63 Unrealized +13.8%
FOUR SHIFT4 PMTS INC 0.1%
Value ($000) $3,946 Shares 59,729 Est. Cost $69.46 Unrealized +8.3%
TSLA TESLA INC 0.1%
Value ($000) $3,938 Shares 22,400 Est. Cost $195.37 Unrealized 0.0%
SIG SIGNET JEWELERS LIMITED 0.1%
Value ($000) $3,913 Shares 39,100 Est. Cost $72.01 Unrealized +35.5%
BYD BOYD GAMING CORP 0.1%
Value ($000) $3,878 Shares 57,600 Est. Cost $65.04 Unrealized -3.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $3,633 Shares 72,800 Est. Cost $45.19 Unrealized +4.5%
PCG PG&E CORP 0.1%
Value ($000) $3,530 Shares 210,600 Est. Cost $16.83 Unrealized -1.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $3,448 Shares 8,200 Est. Cost $350.99 Unrealized +12.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $3,391 Shares 37,800 Est. Cost Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $3,363 Shares 85,300 Est. Cost $36.44 Unrealized -6.4%
UNM UNUM GROUP 0.1%
Value ($000) $3,338 Shares 62,200 Est. Cost Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $3,267 Shares 34,700 Est. Cost Unrealized
RH RH 0.1%
Value ($000) $3,239 Shares 9,300 Est. Cost $334.11 Unrealized -18.4%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $3,169 Shares 31,000 Est. Cost $99.60 Unrealized -2.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $3,122 Shares 12,500 Est. Cost $215.69 Unrealized +8.6%
MARATHON OIL CORP 0.1%
Value ($000) $3,117 Shares 110,000 Est. Cost $24.30 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $3,051 Shares 8,800 Est. Cost $394.23 Unrealized -6.2%
PLAY DAVE & BUSTERS ENTMT INC 0.1%
Value ($000) $3,036 Shares 48,500 Est. Cost $40.46 Unrealized +41.7%
DINO HF SINCLAIR CORP 0.1%
Value ($000) $2,958 Shares 49,000 Est. Cost $52.18 Unrealized 0.0%
FLR FLUOR CORP NEW 0.1%
Value ($000) $2,953 Shares 69,843 Est. Cost $36.78 Unrealized +4.4%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $2,749 Shares 2,200 Est. Cost Unrealized
EOG EOG RES INC 0.1%
Value ($000) $2,710 Shares 21,200 Est. Cost $111.21 Unrealized -0.8%
PCG PG&E CORP 0.1%
Value ($000) $2,693 Shares 160,691 Est. Cost $16.83 Unrealized -1.5%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $2,586 Shares 11,500 Est. Cost $121.04 Unrealized +35.1%
BBIO BRIDGEBIO PHARMA INC 0.1%
Value ($000) $2,400 Shares 77,630 Est. Cost $32.00 Unrealized +6.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $2,395 Shares 16,023 Est. Cost $179.86 Unrealized -7.3%
VTRS VIATRIS INC 0.1%
Value ($000) $2,183 Shares 182,800 Est. Cost $11.04 Unrealized 0.0%
KMX CARMAX INC 0.1%
Value ($000) $2,091 Shares 24,000 Est. Cost $81.89 Unrealized -7.6%
BLACKROCK INC 0.1%
Value ($000) $2,001 Shares 2,400 Est. Cost $811.80 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $2,001 Shares 8,898 Est. Cost $121.04 Unrealized +35.1%
SNX TD SYNNEX CORPORATION 0.1%
Value ($000) $1,957 Shares 17,300 Est. Cost $95.55 Unrealized +5.8%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $1,939 Shares 4,900 Est. Cost $368.20 Unrealized -0.1%
ARCB ARCBEST CORP 0.1%
Value ($000) $1,853 Shares 13,000 Est. Cost Unrealized
NRG NRG ENERGY INC 0.1%
Value ($000) $1,848 Shares 27,300 Est. Cost Unrealized
TRGP TARGA RES CORP 0.1%
Value ($000) $1,814 Shares 16,200 Est. Cost $77.06 Unrealized +17.6%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,813 Shares 16,200 Est. Cost $86.70 Unrealized +20.7%
VOYA VOYA FINANCIAL INC 0.1%
Value ($000) $1,811 Shares 24,500 Est. Cost $66.16 Unrealized +1.6%
EQT EQT CORP 0.0%
Value ($000) $1,799 Shares 48,530 Est. Cost $39.67 Unrealized -12.2%
HPQ HP INC 0.0%
Value ($000) $1,786 Shares 59,100 Est. Cost $27.64 Unrealized -1.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $1,782 Shares 3,700 Est. Cost Unrealized
SKT TANGER INC 0.0%
Value ($000) $1,760 Shares 59,600 Est. Cost $22.07 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,735 Shares 15,300 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $1,714 Shares 16,900 Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1,711 Shares 15,800 Est. Cost $97.91 Unrealized +0.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $1,701 Shares 6,500 Est. Cost $42.10 Unrealized +10.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1,690 Shares 5,400 Est. Cost Unrealized
HUM HUMANA INC 0.0%
Value ($000) $1,655 Shares 4,773 Est. Cost $394.23 Unrealized -6.2%
CC CHEMOURS CO 0.0%
Value ($000) $1,654 Shares 63,000 Est. Cost $27.39 Unrealized -3.8%
ROST ROSS STORES INC 0.0%
Value ($000) $1,629 Shares 11,100 Est. Cost Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $1,608 Shares 19,600 Est. Cost $68.61 Unrealized +1.0%
STT STATE STR CORP 0.0%
Value ($000) $1,531 Shares 19,800 Est. Cost $69.56 Unrealized 0.0%
CFLT CONFLUENT INC 0.0%
Value ($000) $1,526 Shares 50,000 Est. Cost $25.33 Unrealized +11.5%
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $1,517 Shares 72,455 Est. Cost $25.36 Unrealized
SMTC SEMTECH CORP 0.0%
Value ($000) $1,510 Shares 54,913 Est. Cost $31.27 Unrealized -31.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1,484 Shares 3,000 Est. Cost $488.97 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $1,481 Shares 39,300 Est. Cost $35.40 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $1,439 Shares 63,290 Est. Cost $15.77 Unrealized +25.7%
SATS ECHOSTAR CORP 0.0%
Value ($000) $1,425 Shares 100,000 Est. Cost Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $1,412 Shares 28,200 Est. Cost Unrealized
AAPL APPLE INC 0.0%
Value ($000) $1,406 Shares 8,200 Est. Cost $180.74 Unrealized -0.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,338 Shares 26,800 Est. Cost $45.19 Unrealized +4.5%
TSLA TESLA INC 0.0%
Value ($000) $1,318 Shares 7,500 Est. Cost $195.37 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $1,258 Shares 36,600 Est. Cost Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $1,233 Shares 46,971 Est. Cost $27.39 Unrealized -3.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1,114 Shares 9,449 Est. Cost $70.69 Unrealized +27.1%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $1,111 Shares 6,596 Est. Cost $167.74 Unrealized +1.5%
HUM HUMANA INC 0.0%
Value ($000) $1,075 Shares 3,100 Est. Cost $394.23 Unrealized -6.2%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1,062 Shares 21,170 Est. Cost $46.27 Unrealized -9.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $1,059 Shares 26,866 Est. Cost $36.44 Unrealized -6.4%
HLF HERBALIFE LTD 0.0%
Value ($000) $1,040 Shares 103,486 Est. Cost $10.75 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $1,028 Shares 5,847 Est. Cost $195.37 Unrealized 0.0%
RRC RANGE RES CORP 0.0%
Value ($000) $927 Shares 26,923 Est. Cost $32.82 Unrealized -5.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $889 Shares 17,819 Est. Cost $45.19 Unrealized +4.5%
WOLFSPEED INC 0.0%
Value ($000) $863 Shares 29,247 Est. Cost $36.20 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $848 Shares 5,709 Est. Cost $141.59 Unrealized +9.6%
META META PLATFORMS INC 0.0%
Value ($000) $806 Shares 1,660 Est. Cost $317.03 Unrealized +39.8%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $804 Shares 796 Est. Cost $1010.03 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $784 Shares 71,628 Est. Cost $14.41 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $725 Shares 951 Est. Cost $126.04 Unrealized +20.2%
WGO WINNEBAGO INDS INC 0.0%
Value ($000) $695 Shares 9,398 Est. Cost $64.94 Unrealized +4.7%
CDW CDW CORP 0.0%
Value ($000) $670 Shares 2,618 Est. Cost $206.08 Unrealized +12.4%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $669 Shares 6,323 Est. Cost $94.54 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $639 Shares 5,001 Est. Cost $111.21 Unrealized -0.8%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $639 Shares 8,690 Est. Cost $77.07 Unrealized -0.7%
FDX FEDEX CORP 0.0%
Value ($000) $616 Shares 2,125 Est. Cost $206.80 Unrealized +16.0%
PLAY DAVE & BUSTERS ENTMT INC 0.0%
Value ($000) $607 Shares 9,696 Est. Cost $40.46 Unrealized +41.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $601 Shares 3,329 Est. Cost $96.56 Unrealized +81.0%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $585 Shares 8,574 Est. Cost $34.87 Unrealized +25.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $563 Shares 3,599 Est. Cost $108.32 Unrealized +23.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $556 Shares 2,226 Est. Cost $215.69 Unrealized +8.6%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $536 Shares 11,392 Est. Cost $37.88 Unrealized +4.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $535 Shares 4,560 Est. Cost $86.63 Unrealized +13.8%
BTU PEABODY ENERGY CORP 0.0%
Value ($000) $529 Shares 21,825 Est. Cost $24.48 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $508 Shares 1,949 Est. Cost $202.30 Unrealized +25.1%
NFLX NETFLIX INC 0.0%
Value ($000) $494 Shares 813 Est. Cost $36.09 Unrealized +56.2%
ABBV ABBVIE INC 0.0%
Value ($000) $483 Shares 2,652 Est. Cost $134.69 Unrealized +20.3%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $470 Shares 1,071 Est. Cost $333.50 Unrealized +17.2%
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $432 Shares 3,819 Est. Cost $95.55 Unrealized +5.8%
AAPL APPLE INC 0.0%
Value ($000) $394 Shares 2,295 Est. Cost $180.74 Unrealized -0.3%
BLACKROCK INC 0.0%
Value ($000) $388 Shares 465 Est. Cost $811.80 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $383 Shares 4,773 Est. Cost $54.14 Unrealized +23.3%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $379 Shares 80,424 Est. Cost $4.71 Unrealized
RH RH 0.0%
Value ($000) $371 Shares 1,065 Est. Cost $334.11 Unrealized -18.4%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $365 Shares 17,437 Est. Cost $18.19 Unrealized 0.0%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $362 Shares 4,900 Est. Cost $66.16 Unrealized +1.6%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $356 Shares 3,478 Est. Cost $75.69 Unrealized +11.1%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $352 Shares 3,253 Est. Cost $97.91 Unrealized +0.2%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $352 Shares 12,616 Est. Cost $24.95 Unrealized -3.7%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $346 Shares 1,875 Est. Cost $34.64 Unrealized 0.0%
THO THOR INDS INC 0.0%
Value ($000) $346 Shares 2,945 Est. Cost $98.35 Unrealized +11.7%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $315 Shares 797 Est. Cost $368.20 Unrealized -0.1%
HPQ HP INC 0.0%
Value ($000) $309 Shares 10,236 Est. Cost $27.64 Unrealized -1.2%
MARATHON OIL CORP 0.0%
Value ($000) $306 Shares 10,788 Est. Cost $24.30 Unrealized
BYD BOYD GAMING CORP 0.0%
Value ($000) $301 Shares 4,466 Est. Cost $65.04 Unrealized -3.9%
VTRS VIATRIS INC 0.0%
Value ($000) $297 Shares 24,904 Est. Cost $11.04 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $290 Shares 2,377 Est. Cost $99.31 Unrealized +2.5%
LOW LOWES COS INC 0.0%
Value ($000) $280 Shares 1,100 Est. Cost $222.03 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $279 Shares 1,411 Est. Cost $177.23 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $263 Shares 3,395 Est. Cost $69.56 Unrealized 0.0%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $262 Shares 14,652 Est. Cost $17.58 Unrealized 0.0%
WING WINGSTOP INC 0.0%
Value ($000) $256 Shares 698 Est. Cost $311.10 Unrealized 0.0%
GUESS INC 0.0%
Value ($000) $245 Shares 7,776 Est. Cost $31.47 Unrealized
CALLON PETE CO DEL 0.0%
Value ($000) $242 Shares 6,766 Est. Cost $35.76 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $240 Shares 3,971 Est. Cost $52.18 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $229 Shares 1,657 Est. Cost $115.11 Unrealized +18.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $227 Shares 78 Est. Cost $39.05 Unrealized +30.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $222 Shares 449 Est. Cost $488.97 Unrealized 0.0%
SIG SIGNET JEWELERS LIMITED 0.0%
Value ($000) $219 Shares 2,190 Est. Cost $72.01 Unrealized +35.5%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $219 Shares 2,351 Est. Cost $60.26 Unrealized +39.2%
SKT TANGER INC 0.0%
Value ($000) $211 Shares 7,156 Est. Cost $22.07 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $210 Shares 500 Est. Cost $350.99 Unrealized +12.1%
NIO NIO INC 0.0%
Value ($000) $152 Shares 33,762 Est. Cost $9.04 Unrealized
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $86 Shares 14,511 Est. Cost $6.01 Unrealized 0.0%