Portman Square Capital LLP Hedge Fund

CIK: 0001966898 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 19, 2024

Total Value ($000): $2,916,486 (94.2% shares, 5.8% debt)

Holdings (323)

BABA ALIBABA GROUP HLDG LTD 4.0%
Value ($000) $115,242 Shares 1,587,500 Est. Cost Unrealized
FOUR SHIFT4 PMTS INC 3.6%
Value ($000) $103,673 Shares 1,413,400 Est. Cost $68.93 Unrealized -3.8%
AKAM AKAMAI TECHNOLOGIES INC 3.0%
Value ($000) $86,684 Shares 962,300 Est. Cost $102.58 Unrealized -5.7%
LYV LIVE NATION ENTERTAINMENT IN 2.7%
Value ($000) $78,573 Shares 838,200 Est. Cost $94.54 Unrealized +0.0%
PEABODY ENGR CORP 1.9%
Value ($000) $54,832 Shares 41,650,000 Est. Cost $1.47 Unrealized
MIDD MIDDLEBY CORP 1.8%
Value ($000) $52,281 Shares 426,400 Est. Cost $146.44 Unrealized -7.4%
TCOM TRIP COM GROUP LTD 1.8%
Value ($000) $51,127 Shares 1,087,800 Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 1.7%
Value ($000) $48,847 Shares 473,000 Est. Cost $60.26 Unrealized +49.0%
AAL AMERICAN AIRLS GROUP INC 1.6%
Value ($000) $47,359 Shares 4,180,000 Est. Cost Unrealized
CCL CARNIVAL CORP 1.3%
Value ($000) $37,627 Shares 2,010,000 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP. 1.3%
Value ($000) $37,014 Shares 488,500 Est. Cost $34.87 Unrealized +58.5%
RIVN RIVIAN AUTOMOTIVE INC 1.2%
Value ($000) $35,666 Shares 2,657,700 Est. Cost $14.41 Unrealized -27.5%
PODD INSULET CORP 1.2%
Value ($000) $34,589 Shares 171,400 Est. Cost $185.26 Unrealized -2.7%
BTU PEABODY ENERGY CORP 1.2%
Value ($000) $34,310 Shares 1,551,100 Est. Cost $24.48 Unrealized -8.0%
SCHW SCHWAB CHARLES CORP 1.1%
Value ($000) $31,945 Shares 433,500 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $29,631 Shares 146,500 Est. Cost Unrealized
AMERICAN AIRLINES GROUP INC 0.9%
Value ($000) $27,410 Shares 26,440,000 Est. Cost $1.17 Unrealized
WEC WEC ENERGY GROUP INC 0.9%
Value ($000) $25,892 Shares 330,000 Est. Cost $76.80 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC 0.9%
Value ($000) $25,812 Shares 360,000 Est. Cost Unrealized
HLF HERBALIFE LTD 0.9%
Value ($000) $25,592 Shares 2,463,100 Est. Cost $10.71 Unrealized -6.7%
WAYFAIR INC 0.9%
Value ($000) $24,975 Shares 18,000,000 Est. Cost $1.39 Unrealized
TRGP TARGA RES CORP 0.8%
Value ($000) $24,739 Shares 192,100 Est. Cost $113.18 Unrealized 0.0%
FLR FLUOR CORP NEW 0.8%
Value ($000) $23,831 Shares 547,200 Est. Cost $36.78 Unrealized +13.1%
GPN GLOBAL PMTS INC 0.8%
Value ($000) $23,208 Shares 240,000 Est. Cost Unrealized
DINO HF SINCLAIR CORP 0.8%
Value ($000) $23,139 Shares 433,800 Est. Cost $52.08 Unrealized -0.0%
VSH VISHAY INTERTECHNOLOGY INC 0.8%
Value ($000) $22,222 Shares 996,500 Est. Cost $21.71 Unrealized 0.0%
XRX XEROX HOLDINGS CORP 0.8%
Value ($000) $22,078 Shares 1,900,000 Est. Cost $16.25 Unrealized -10.6%
SBSW SIBANYE STILLWATER LTD 0.8%
Value ($000) $21,891 Shares 5,032,300 Est. Cost $4.71 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.7%
Value ($000) $21,485 Shares 224,600 Est. Cost $85.35 Unrealized +1.7%
ROST ROSS STORES INC 0.7%
Value ($000) $21,362 Shares 147,000 Est. Cost $135.85 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $21,136 Shares 104,500 Est. Cost Unrealized
AAPL APPLE INC 0.7%
Value ($000) $21,125 Shares 100,300 Est. Cost $180.74 Unrealized +2.4%
PCG PG&E CORP 0.7%
Value ($000) $21,052 Shares 1,205,700 Est. Cost $16.83 Unrealized +3.5%
DVN DEVON ENERGY CORP NEW 0.7%
Value ($000) $20,894 Shares 440,800 Est. Cost $46.71 Unrealized +1.1%
BYD BOYD GAMING CORP 0.7%
Value ($000) $20,839 Shares 378,200 Est. Cost $65.04 Unrealized -13.7%
SCHW SCHWAB CHARLES CORP 0.7%
Value ($000) $20,655 Shares 280,300 Est. Cost Unrealized
TTEK TETRA TECH INC NEW 0.7%
Value ($000) $20,448 Shares 100,000 Est. Cost $34.64 Unrealized +17.7%
WGO WINNEBAGO INDS INC 0.7%
Value ($000) $20,325 Shares 375,000 Est. Cost $62.05 Unrealized -0.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.7%
Value ($000) $19,735 Shares 315,000 Est. Cost $39.05 Unrealized +59.1%
RIVIAN AUTOMOTIVE INC 0.7%
Value ($000) $19,318 Shares 19,700,000 Est. Cost $0.81 Unrealized
EOG EOG RES INC 0.7%
Value ($000) $19,132 Shares 152,000 Est. Cost $119.45 Unrealized +2.2%
W WAYFAIR INC 0.6%
Value ($000) $18,245 Shares 346,000 Est. Cost $59.38 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $17,691 Shares 40,100 Est. Cost $451.62 Unrealized 0.0%
NFLX NETFLIX INC 0.6%
Value ($000) $17,682 Shares 26,200 Est. Cost $36.09 Unrealized +73.1%
EQT EQT CORP 0.6%
Value ($000) $17,606 Shares 476,100 Est. Cost $39.67 Unrealized -3.5%
FDX FEDEX CORP 0.6%
Value ($000) $17,121 Shares 57,100 Est. Cost $206.80 Unrealized +21.7%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.6%
Value ($000) $16,911 Shares 900,000 Est. Cost $18.10 Unrealized -3.0%
BBY BEST BUY INC 0.6%
Value ($000) $16,824 Shares 199,600 Est. Cost $73.19 Unrealized 0.0%
UNM UNUM GROUP 0.6%
Value ($000) $16,616 Shares 325,100 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $16,087 Shares 331,000 Est. Cost $37.88 Unrealized +30.2%
META META PLATFORMS INC 0.5%
Value ($000) $15,984 Shares 31,700 Est. Cost $317.03 Unrealized +52.4%
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $15,798 Shares 333,300 Est. Cost $46.71 Unrealized +1.1%
NIO NIO INC 0.5%
Value ($000) $15,263 Shares 3,669,100 Est. Cost $9.04 Unrealized
ORMAT TECHNOLOGIES INC 0.5%
Value ($000) $15,094 Shares 15,200,000 Est. Cost $0.97 Unrealized
RRC RANGE RES CORP 0.5%
Value ($000) $14,988 Shares 447,000 Est. Cost $32.82 Unrealized +9.6%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $14,747 Shares 191,500 Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC 0.5%
Value ($000) $14,575 Shares 126,400 Est. Cost $101.47 Unrealized +4.3%
GLW CORNING INC 0.5%
Value ($000) $14,394 Shares 370,500 Est. Cost $33.68 Unrealized 0.0%
OKE ONEOK INC NEW 0.5%
Value ($000) $14,190 Shares 174,000 Est. Cost $70.38 Unrealized +5.0%
NCL CORP LTD 0.5%
Value ($000) $13,949 Shares 11,450,000 Est. Cost $1.33 Unrealized
ITRI ITRON INC 0.5%
Value ($000) $13,854 Shares 140,000 Est. Cost $100.63 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.5%
Value ($000) $13,681 Shares 56,300 Est. Cost $179.86 Unrealized -12.2%
SEIC SEI INVTS CO 0.5%
Value ($000) $13,456 Shares 208,000 Est. Cost $65.68 Unrealized 0.0%
INTERDIGITAL INC 0.5%
Value ($000) $13,417 Shares 8,650,000 Est. Cost $1.31 Unrealized
FISV FISERV INC 0.5%
Value ($000) $13,414 Shares 90,000 Est. Cost $151.37 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.5%
Value ($000) $13,370 Shares 100,500 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.5%
Value ($000) $13,310 Shares 61,000 Est. Cost Unrealized
MS MORGAN STANLEY 0.5%
Value ($000) $13,296 Shares 136,800 Est. Cost Unrealized
ENVESTNET INC 0.5%
Value ($000) $13,144 Shares 210,000 Est. Cost Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.4%
Value ($000) $13,124 Shares 140,000 Est. Cost $94.54 Unrealized +0.0%
BG BUNGE GLOBAL SA 0.4%
Value ($000) $13,079 Shares 122,500 Est. Cost $99.54 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.4%
Value ($000) $12,787 Shares 84,500 Est. Cost $144.82 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $12,735 Shares 49,500 Est. Cost $248.34 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $12,566 Shares 390,000 Est. Cost $32.54 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC 0.4%
Value ($000) $12,466 Shares 72,600 Est. Cost Unrealized
BCO BRINKS CO 0.4%
Value ($000) $12,452 Shares 121,600 Est. Cost Unrealized
CSX CSX CORP 0.4%
Value ($000) $12,293 Shares 367,500 Est. Cost $33.12 Unrealized 0.0%
BYD BOYD GAMING CORP 0.4%
Value ($000) $11,918 Shares 216,300 Est. Cost $65.04 Unrealized -13.7%
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $11,711 Shares 58,500 Est. Cost $188.88 Unrealized 0.0%
KOS KOSMOS ENERGY LTD 0.4%
Value ($000) $11,710 Shares 2,113,800 Est. Cost $5.85 Unrealized -0.3%
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value ($000) $11,492 Shares 127,576 Est. Cost $102.58 Unrealized -5.7%
WYNN WYNN RESORTS LTD 0.4%
Value ($000) $11,232 Shares 125,500 Est. Cost $94.38 Unrealized 0.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $11,209 Shares 98,000 Est. Cost $115.38 Unrealized 0.0%
WING WINGSTOP INC 0.4%
Value ($000) $11,031 Shares 26,100 Est. Cost $311.10 Unrealized +23.5%
BL BLACKLINE INC 0.4%
Value ($000) $10,882 Shares 224,600 Est. Cost Unrealized
NRG NRG ENERGY INC 0.4%
Value ($000) $10,861 Shares 139,500 Est. Cost Unrealized
ENOV ENOVIS CORPORATION 0.4%
Value ($000) $10,857 Shares 240,200 Est. Cost $51.90 Unrealized 0.0%
CROX CROCS INC 0.4%
Value ($000) $10,843 Shares 74,300 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $10,723 Shares 62,000 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $10,289 Shares 87,800 Est. Cost $86.63 Unrealized +23.2%
CMC COMMERCIAL METALS CO 0.3%
Value ($000) $10,201 Shares 185,500 Est. Cost $53.92 Unrealized 0.0%
GUESS INC 0.3%
Value ($000) $10,200 Shares 500,000 Est. Cost $31.47 Unrealized
DKS DICKS SPORTING GOODS INC 0.3%
Value ($000) $10,162 Shares 47,300 Est. Cost $121.04 Unrealized +65.8%
HPQ HP INC 0.3%
Value ($000) $10,002 Shares 285,600 Est. Cost $27.64 Unrealized +7.5%
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $9,940 Shares 145,000 Est. Cost $73.23 Unrealized -4.2%
RS RELIANCE INC 0.3%
Value ($000) $9,910 Shares 34,700 Est. Cost $301.24 Unrealized 0.0%
LOW LOWES COS INC 0.3%
Value ($000) $9,612 Shares 43,600 Est. Cost $221.75 Unrealized -0.2%
ABBV ABBVIE INC 0.3%
Value ($000) $9,519 Shares 55,500 Est. Cost $134.69 Unrealized +16.7%
IDCC INTERDIGITAL INC 0.3%
Value ($000) $9,325 Shares 80,000 Est. Cost Unrealized
MAN MANPOWERGROUP INC WIS 0.3%
Value ($000) $9,179 Shares 131,500 Est. Cost $74.01 Unrealized 0.0%
MTDR MATADOR RES CO 0.3%
Value ($000) $9,119 Shares 153,000 Est. Cost $62.80 Unrealized 0.0%
MET METLIFE INC 0.3%
Value ($000) $8,949 Shares 127,500 Est. Cost Unrealized
PODD INSULET CORP 0.3%
Value ($000) $8,907 Shares 44,139 Est. Cost $185.26 Unrealized -2.7%
MUR MURPHY OIL CORP 0.3%
Value ($000) $8,784 Shares 213,000 Est. Cost $40.11 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.3%
Value ($000) $8,768 Shares 569,700 Est. Cost $16.30 Unrealized +9.9%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $8,760 Shares 36,700 Est. Cost $228.03 Unrealized +3.8%
LEA LEAR CORP 0.3%
Value ($000) $8,748 Shares 76,600 Est. Cost $121.70 Unrealized 0.0%
SKT TANGER INC 0.3%
Value ($000) $8,700 Shares 320,900 Est. Cost $25.65 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.3%
Value ($000) $8,421 Shares 98,000 Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $8,036 Shares 75,400 Est. Cost $97.28 Unrealized -4.5%
AEIS ADVANCED ENERGY INDS 0.3%
Value ($000) $8,005 Shares 73,600 Est. Cost Unrealized
STT STATE STR CORP 0.3%
Value ($000) $7,859 Shares 106,200 Est. Cost $70.06 Unrealized +0.7%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $7,846 Shares 79,800 Est. Cost $99.23 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $7,768 Shares 26,400 Est. Cost Unrealized
MP MP MATERIALS CORP 0.3%
Value ($000) $7,638 Shares 600,000 Est. Cost $15.70 Unrealized 0.0%
AAPL APPLE INC 0.2%
Value ($000) $7,203 Shares 34,200 Est. Cost $180.74 Unrealized +2.4%
ARCB ARCBEST CORP 0.2%
Value ($000) $7,142 Shares 66,700 Est. Cost $119.26 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value ($000) $7,121 Shares 45,800 Est. Cost $141.59 Unrealized +7.1%
TRGP TARGA RES CORP 0.2%
Value ($000) $6,980 Shares 54,200 Est. Cost $113.18 Unrealized 0.0%
CNMD CONMED CORP 0.2%
Value ($000) $6,932 Shares 100,000 Est. Cost Unrealized
WOLFSPEED INC 0.2%
Value ($000) $6,828 Shares 300,000 Est. Cost $36.20 Unrealized
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $6,785 Shares 254,400 Est. Cost $24.95 Unrealized +5.1%
WDC WESTERN DIGITAL CORP. 0.2%
Value ($000) $6,774 Shares 89,400 Est. Cost $34.87 Unrealized +58.5%
ADSK AUTODESK INC 0.2%
Value ($000) $6,706 Shares 27,100 Est. Cost $207.16 Unrealized +8.4%
CTAS CINTAS CORP 0.2%
Value ($000) $6,652 Shares 9,500 Est. Cost Unrealized
EOG EOG RES INC 0.2%
Value ($000) $6,507 Shares 51,700 Est. Cost $119.45 Unrealized +2.2%
ROST ROSS STORES INC 0.2%
Value ($000) $6,409 Shares 44,100 Est. Cost $135.85 Unrealized 0.0%
HAL HALLIBURTON CO 0.2%
Value ($000) $6,408 Shares 189,700 Est. Cost $36.44 Unrealized -3.1%
VTRS VIATRIS INC 0.2%
Value ($000) $6,376 Shares 599,800 Est. Cost $10.47 Unrealized -2.2%
ARKK ARK ETF TR 0.2%
Value ($000) $6,329 Shares 144,000 Est. Cost $43.95 Unrealized
RL RALPH LAUREN CORP 0.2%
Value ($000) $6,267 Shares 35,800 Est. Cost Unrealized
R RYDER SYS INC 0.2%
Value ($000) $6,244 Shares 50,400 Est. Cost Unrealized
SNX TD SYNNEX CORPORATION 0.2%
Value ($000) $6,128 Shares 53,100 Est. Cost $95.55 Unrealized +24.9%
BBY BEST BUY INC 0.2%
Value ($000) $6,077 Shares 72,100 Est. Cost $73.19 Unrealized 0.0%
BBIO BRIDGEBIO PHARMA INC 0.2%
Value ($000) $6,059 Shares 239,200 Est. Cost $32.00 Unrealized -14.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $6,044 Shares 13,700 Est. Cost $451.62 Unrealized 0.0%
BBIO BRIDGEBIO PHARMA INC 0.2%
Value ($000) $5,983 Shares 236,200 Est. Cost $32.00 Unrealized -14.6%
MET METLIFE INC 0.2%
Value ($000) $5,966 Shares 85,000 Est. Cost Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $5,944 Shares 37,600 Est. Cost $170.03 Unrealized -0.6%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $5,893 Shares 61,600 Est. Cost $85.35 Unrealized +1.7%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $5,823 Shares 35,900 Est. Cost $96.56 Unrealized +66.6%
DINO HF SINCLAIR CORP 0.2%
Value ($000) $5,638 Shares 105,700 Est. Cost $52.08 Unrealized -0.0%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $5,418 Shares 10,000 Est. Cost $575.68 Unrealized 0.0%
GLW CORNING INC 0.2%
Value ($000) $5,381 Shares 138,500 Est. Cost $33.68 Unrealized 0.0%
APA APA CORPORATION 0.2%
Value ($000) $5,376 Shares 182,600 Est. Cost $28.82 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $5,373 Shares 19,900 Est. Cost Unrealized
THO THOR INDS INC 0.2%
Value ($000) $5,345 Shares 57,200 Est. Cost $96.74 Unrealized -0.5%
TJX TJX COS INC NEW 0.2%
Value ($000) $5,307 Shares 48,200 Est. Cost Unrealized
FOUR SHIFT4 PMTS INC 0.2%
Value ($000) $5,264 Shares 71,760 Est. Cost $68.93 Unrealized -3.8%
KMX CARMAX INC 0.2%
Value ($000) $5,075 Shares 69,200 Est. Cost $72.06 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $5,044 Shares 65,500 Est. Cost Unrealized
SMTC SEMTECH CORP 0.2%
Value ($000) $5,020 Shares 168,000 Est. Cost $31.27 Unrealized +11.8%
NFLX NETFLIX INC 0.2%
Value ($000) $4,859 Shares 7,200 Est. Cost $36.09 Unrealized +73.1%
OKE ONEOK INC NEW 0.2%
Value ($000) $4,852 Shares 59,500 Est. Cost $70.38 Unrealized +5.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $4,836 Shares 43,900 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $4,800 Shares 22,000 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $4,699 Shares 75,000 Est. Cost $39.05 Unrealized +59.1%
FISV FISERV INC 0.2%
Value ($000) $4,546 Shares 30,500 Est. Cost $151.37 Unrealized 0.0%
SIG SIGNET JEWELERS LIMITED 0.2%
Value ($000) $4,542 Shares 50,700 Est. Cost $72.01 Unrealized +34.3%
MARATHON OIL CORP 0.2%
Value ($000) $4,513 Shares 157,400 Est. Cost $24.30 Unrealized
BP BP PLC 0.2%
Value ($000) $4,506 Shares 124,830 Est. Cost $36.10 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $4,502 Shares 17,500 Est. Cost $248.34 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $4,464 Shares 29,500 Est. Cost $144.82 Unrealized 0.0%
BG BUNGE GLOBAL SA 0.2%
Value ($000) $4,431 Shares 41,500 Est. Cost $99.54 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.2%
Value ($000) $4,430 Shares 33,300 Est. Cost Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $4,408 Shares 14,700 Est. Cost $206.80 Unrealized +21.7%
CSX CSX CORP 0.2%
Value ($000) $4,399 Shares 131,500 Est. Cost $33.12 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $4,334 Shares 134,500 Est. Cost $32.54 Unrealized 0.0%
BCO BRINKS CO 0.1%
Value ($000) $4,332 Shares 42,300 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $4,329 Shares 8,500 Est. Cost $488.62 Unrealized -3.2%
CTAS CINTAS CORP 0.1%
Value ($000) $4,272 Shares 6,100 Est. Cost Unrealized
SEIC SEI INVTS CO 0.1%
Value ($000) $4,224 Shares 65,300 Est. Cost $65.68 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $4,191 Shares 116,100 Est. Cost $36.10 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,180 Shares 45,863 Est. Cost $91.15 Unrealized
TXRH TEXAS ROADHOUSE INC 0.1%
Value ($000) $4,173 Shares 24,300 Est. Cost Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $4,135 Shares 8,200 Est. Cost $317.03 Unrealized +52.4%
R RYDER SYS INC 0.1%
Value ($000) $4,125 Shares 33,300 Est. Cost Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $4,004 Shares 20,000 Est. Cost $188.88 Unrealized 0.0%
EQT EQT CORP 0.1%
Value ($000) $3,986 Shares 107,800 Est. Cost $39.67 Unrealized -3.5%
SNX TD SYNNEX CORPORATION 0.1%
Value ($000) $3,901 Shares 33,800 Est. Cost $95.55 Unrealized +24.9%
WGO WINNEBAGO INDS INC 0.1%
Value ($000) $3,887 Shares 71,722 Est. Cost $62.05 Unrealized -0.7%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $3,828 Shares 33,200 Est. Cost $101.47 Unrealized +4.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $3,775 Shares 33,000 Est. Cost $115.38 Unrealized 0.0%
CC CHEMOURS CO 0.1%
Value ($000) $3,749 Shares 166,100 Est. Cost $26.24 Unrealized -6.9%
CROX CROCS INC 0.1%
Value ($000) $3,692 Shares 25,300 Est. Cost Unrealized
PCG PG&E CORP 0.1%
Value ($000) $3,677 Shares 210,600 Est. Cost $16.83 Unrealized +3.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $3,667 Shares 21,200 Est. Cost Unrealized
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $3,541 Shares 64,400 Est. Cost $53.92 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $3,481 Shares 16,200 Est. Cost $121.04 Unrealized +65.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $3,459 Shares 72,800 Est. Cost $45.22 Unrealized +0.1%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $3,413 Shares 6,300 Est. Cost $575.68 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $3,372 Shares 34,700 Est. Cost Unrealized
RS RELIANCE INC 0.1%
Value ($000) $3,342 Shares 11,700 Est. Cost $301.24 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $3,319 Shares 68,300 Est. Cost $37.88 Unrealized +30.2%
MAN MANPOWERGROUP INC WIS 0.1%
Value ($000) $3,204 Shares 45,900 Est. Cost $74.01 Unrealized 0.0%
RH RH 0.1%
Value ($000) $3,202 Shares 13,100 Est. Cost $283.30 Unrealized -7.2%
UNM UNUM GROUP 0.1%
Value ($000) $3,179 Shares 62,200 Est. Cost Unrealized
DINO HF SINCLAIR CORP 0.1%
Value ($000) $3,125 Shares 58,594 Est. Cost $52.08 Unrealized -0.0%
MUR MURPHY OIL CORP 0.1%
Value ($000) $3,118 Shares 75,600 Est. Cost $40.11 Unrealized 0.0%
MTDR MATADOR RES CO 0.1%
Value ($000) $3,087 Shares 51,800 Est. Cost $62.80 Unrealized 0.0%
LEA LEAR CORP 0.1%
Value ($000) $3,038 Shares 26,600 Est. Cost $121.70 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $2,984 Shares 12,500 Est. Cost $228.03 Unrealized +3.8%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $2,932 Shares 91,013 Est. Cost $32.54 Unrealized 0.0%
RRC RANGE RES CORP 0.1%
Value ($000) $2,920 Shares 87,100 Est. Cost $32.82 Unrealized +9.6%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $2,879 Shares 11,848 Est. Cost $179.86 Unrealized -12.2%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $2,775 Shares 31,000 Est. Cost $94.38 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $2,772 Shares 24,237 Est. Cost $115.38 Unrealized 0.0%
LEA LEAR CORP 0.1%
Value ($000) $2,726 Shares 23,870 Est. Cost $121.70 Unrealized 0.0%
W WAYFAIR INC 0.1%
Value ($000) $2,632 Shares 49,924 Est. Cost $59.38 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $2,582 Shares 167,800 Est. Cost $16.30 Unrealized +9.9%
EOG EOG RES INC 0.1%
Value ($000) $2,572 Shares 20,434 Est. Cost $119.45 Unrealized +2.2%
HUM HUMANA INC 0.1%
Value ($000) $2,541 Shares 6,800 Est. Cost $394.23 Unrealized -16.3%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $2,523 Shares 26,372 Est. Cost $85.35 Unrealized +1.7%
WGO WINNEBAGO INDS INC 0.1%
Value ($000) $2,314 Shares 42,700 Est. Cost $62.05 Unrealized -0.7%
OKE ONEOK INC NEW 0.1%
Value ($000) $2,175 Shares 26,668 Est. Cost $70.38 Unrealized +5.0%
RL RALPH LAUREN CORP 0.1%
Value ($000) $2,171 Shares 12,400 Est. Cost Unrealized
WING WINGSTOP INC 0.1%
Value ($000) $2,156 Shares 5,100 Est. Cost $311.10 Unrealized +23.5%
NRG NRG ENERGY INC 0.1%
Value ($000) $2,126 Shares 27,300 Est. Cost Unrealized
RS RELIANCE INC 0.1%
Value ($000) $2,093 Shares 7,329 Est. Cost $301.24 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $2,076 Shares 12,800 Est. Cost $96.56 Unrealized +66.6%
MAN MANPOWERGROUP INC WIS 0.1%
Value ($000) $2,075 Shares 29,729 Est. Cost $74.01 Unrealized 0.0%
HPQ HP INC 0.1%
Value ($000) $2,070 Shares 59,100 Est. Cost $27.64 Unrealized +7.5%
MUR MURPHY OIL CORP 0.1%
Value ($000) $2,012 Shares 48,788 Est. Cost $40.11 Unrealized 0.0%
PCG PG&E CORP 0.1%
Value ($000) $1,989 Shares 113,943 Est. Cost $16.83 Unrealized +3.5%
NOW SERVICENOW INC 0.1%
Value ($000) $1,975 Shares 2,511 Est. Cost $138.90 Unrealized +5.6%
VTRS VIATRIS INC 0.1%
Value ($000) $1,943 Shares 182,800 Est. Cost $10.47 Unrealized -2.2%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,934 Shares 16,500 Est. Cost $86.63 Unrealized +23.2%
HUM HUMANA INC 0.1%
Value ($000) $1,906 Shares 5,100 Est. Cost $394.23 Unrealized -16.3%
ABBV ABBVIE INC 0.1%
Value ($000) $1,904 Shares 11,100 Est. Cost $134.69 Unrealized +16.7%
LOW LOWES COS INC 0.1%
Value ($000) $1,874 Shares 8,500 Est. Cost $221.75 Unrealized -0.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $1,861 Shares 16,900 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $1,848 Shares 38,989 Est. Cost $46.71 Unrealized +1.1%
FLR FLUOR CORP NEW 0.1%
Value ($000) $1,846 Shares 42,392 Est. Cost $36.78 Unrealized +13.1%
KMX CARMAX INC 0.1%
Value ($000) $1,760 Shares 24,000 Est. Cost $72.06 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,755 Shares 6,500 Est. Cost Unrealized
CC CHEMOURS CO 0.1%
Value ($000) $1,737 Shares 76,971 Est. Cost $26.24 Unrealized -6.9%
NUE NUCOR CORP 0.1%
Value ($000) $1,724 Shares 10,906 Est. Cost $170.03 Unrealized -0.6%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,685 Shares 15,300 Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $1,684 Shares 15,800 Est. Cost $97.28 Unrealized -4.5%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $1,660 Shares 3,063 Est. Cost $575.68 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $1,652 Shares 10,916 Est. Cost $144.82 Unrealized 0.0%
SPCE VIRGIN GALACTIC HOLDINGS INC 0.1%
Value ($000) $1,631 Shares 3,869,400 Est. Cost Unrealized
SKT TANGER INC 0.1%
Value ($000) $1,616 Shares 59,600 Est. Cost $25.65 Unrealized
SIG SIGNET JEWELERS LIMITED 0.1%
Value ($000) $1,595 Shares 17,800 Est. Cost $72.01 Unrealized +34.3%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,593 Shares 16,200 Est. Cost $99.23 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $1,589 Shares 5,400 Est. Cost Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1,528 Shares 57,300 Est. Cost $24.95 Unrealized +5.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,528 Shares 3,000 Est. Cost $488.62 Unrealized -3.2%
CSX CSX CORP 0.1%
Value ($000) $1,519 Shares 45,416 Est. Cost $33.12 Unrealized 0.0%
MTDR MATADOR RES CO 0.1%
Value ($000) $1,493 Shares 25,049 Est. Cost $62.80 Unrealized 0.0%
ITRI ITRON INC 0.1%
Value ($000) $1,489 Shares 15,045 Est. Cost $100.63 Unrealized 0.0%
MARATHON OIL CORP 0.1%
Value ($000) $1,482 Shares 51,700 Est. Cost $24.30 Unrealized
CFLT CONFLUENT INC 0.1%
Value ($000) $1,477 Shares 50,000 Est. Cost Unrealized
STT STATE STR CORP 0.1%
Value ($000) $1,465 Shares 19,800 Est. Cost $70.06 Unrealized +0.7%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $1,440 Shares 10,457 Est. Cost $133.65 Unrealized +2.6%
CC CHEMOURS CO 0.0%
Value ($000) $1,422 Shares 63,000 Est. Cost $26.24 Unrealized -6.9%
BP BP PLC 0.0%
Value ($000) $1,419 Shares 39,300 Est. Cost $36.10 Unrealized
ARCB ARCBEST CORP 0.0%
Value ($000) $1,392 Shares 13,000 Est. Cost $119.26 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1,353 Shares 8,700 Est. Cost $141.59 Unrealized +7.1%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $1,347 Shares 15,048 Est. Cost $94.38 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $1,338 Shares 19,524 Est. Cost $73.23 Unrealized -4.2%
ADSK AUTODESK INC 0.0%
Value ($000) $1,336 Shares 5,400 Est. Cost $207.16 Unrealized +8.4%
SEIC SEI INVTS CO 0.0%
Value ($000) $1,310 Shares 20,247 Est. Cost $65.68 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,296 Shares 5,431 Est. Cost $228.03 Unrealized +3.8%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $1,294 Shares 84,081 Est. Cost $16.30 Unrealized +9.9%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,273 Shares 26,800 Est. Cost $45.22 Unrealized +0.1%
ARKK ARK ETF TR 0.0%
Value ($000) $1,239 Shares 28,200 Est. Cost $43.95 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $1,233 Shares 36,500 Est. Cost $36.44 Unrealized -3.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,229 Shares 25,870 Est. Cost $45.22 Unrealized +0.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1,222 Shares 8,047 Est. Cost $123.35 Unrealized +9.9%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $1,220 Shares 48,177 Est. Cost $32.00 Unrealized -14.6%
CDW CDW CORP 0.0%
Value ($000) $1,213 Shares 5,418 Est. Cost $216.74 Unrealized +4.6%
THO THOR INDS INC 0.0%
Value ($000) $1,148 Shares 12,281 Est. Cost $96.74 Unrealized -0.5%
NUE NUCOR CORP 0.0%
Value ($000) $1,138 Shares 7,200 Est. Cost $170.03 Unrealized -0.6%
HLF HERBALIFE LTD 0.0%
Value ($000) $1,129 Shares 108,704 Est. Cost $10.71 Unrealized -6.7%
RH RH 0.0%
Value ($000) $1,124 Shares 4,600 Est. Cost $283.30 Unrealized -7.2%
THO THOR INDS INC 0.0%
Value ($000) $1,093 Shares 11,700 Est. Cost $96.74 Unrealized -0.5%
APA APA CORPORATION 0.0%
Value ($000) $1,078 Shares 36,600 Est. Cost $28.82 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $1,039 Shares 28,103 Est. Cost $39.67 Unrealized -3.5%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $1,019 Shares 2,310 Est. Cost $451.62 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $1,009 Shares 5,040 Est. Cost $188.88 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $928 Shares 87,324 Est. Cost $10.47 Unrealized -2.2%
FISV FISERV INC 0.0%
Value ($000) $926 Shares 6,212 Est. Cost $151.37 Unrealized 0.0%
RH RH 0.0%
Value ($000) $910 Shares 3,721 Est. Cost $283.30 Unrealized -7.2%
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $898 Shares 162,055 Est. Cost $5.85 Unrealized -0.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $890 Shares 3,461 Est. Cost $248.34 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $880 Shares 29,894 Est. Cost $28.82 Unrealized 0.0%
KMX CARMAX INC 0.0%
Value ($000) $836 Shares 11,400 Est. Cost $72.06 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $821 Shares 2,196 Est. Cost $394.23 Unrealized -16.3%
ARCB ARCBEST CORP 0.0%
Value ($000) $815 Shares 7,614 Est. Cost $119.26 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $736 Shares 16,743 Est. Cost $43.95 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $725 Shares 7,371 Est. Cost $99.23 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $724 Shares 21,434 Est. Cost $36.44 Unrealized -3.1%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $688 Shares 6,441 Est. Cost $99.54 Unrealized 0.0%
SKT TANGER INC 0.0%
Value ($000) $668 Shares 24,658 Est. Cost $25.65 Unrealized
WOLFSPEED INC 0.0%
Value ($000) $658 Shares 28,916 Est. Cost $36.20 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $652 Shares 796 Est. Cost $1010.03 Unrealized
RRC RANGE RES CORP 0.0%
Value ($000) $642 Shares 19,134 Est. Cost $32.82 Unrealized +9.6%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $624 Shares 11,342 Est. Cost $53.92 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $620 Shares 3,985 Est. Cost $141.59 Unrealized +7.1%
ADSK AUTODESK INC 0.0%
Value ($000) $616 Shares 2,490 Est. Cost $207.16 Unrealized +8.4%
STT STATE STR CORP 0.0%
Value ($000) $521 Shares 7,041 Est. Cost $70.06 Unrealized +0.7%
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $483 Shares 10,683 Est. Cost $51.90 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $427 Shares 11,000 Est. Cost $33.68 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $409 Shares 3,549 Est. Cost $101.47 Unrealized +4.3%
LOW LOWES COS INC 0.0%
Value ($000) $409 Shares 1,856 Est. Cost $221.75 Unrealized -0.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $396 Shares 3,715 Est. Cost $97.28 Unrealized -4.5%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $378 Shares 20,104 Est. Cost $18.10 Unrealized -3.0%
BLACKROCK INC 0.0%
Value ($000) $366 Shares 465 Est. Cost $811.80 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $354 Shares 27,790 Est. Cost $15.70 Unrealized 0.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $330 Shares 2,561 Est. Cost $113.18 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $314 Shares 1,828 Est. Cost $134.69 Unrealized +16.7%
MARATHON OIL CORP 0.0%
Value ($000) $309 Shares 10,788 Est. Cost $24.30 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $301 Shares 25,935 Est. Cost $16.25 Unrealized -10.6%
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $281 Shares 2,433 Est. Cost $95.55 Unrealized +24.9%
FDX FEDEX CORP 0.0%
Value ($000) $268 Shares 895 Est. Cost $206.80 Unrealized +21.7%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $260 Shares 11,642 Est. Cost $21.71 Unrealized 0.0%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $249 Shares 3,503 Est. Cost $66.16 Unrealized +4.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $234 Shares 459 Est. Cost $488.62 Unrealized -3.2%
BBY BEST BUY INC 0.0%
Value ($000) $226 Shares 2,684 Est. Cost $73.19 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $211 Shares 1,452 Est. Cost $135.85 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $206 Shares 2,629 Est. Cost $76.80 Unrealized 0.0%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $133 Shares 30,568 Est. Cost $4.71 Unrealized