BAMCO INC /NY/ Diversified Active

Location: New York, NY

CIK: 0001017918 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value: $19.76B (100.0% shares, 0.0% debt)

Holdings (369)

MTN VAIL RESORTS INC 5.2%
Value $1.03B Shares 4,883,688 Share Price $210.82 Est. Cost/Share — Unrealized @ Report Date —
IT GARTNER INC 4.5%
Value $887M Shares 6,936,178 Share Price $127.84 Est. Cost/Share — Unrealized @ Report Date —
CSGP COSTAR GROUP INC 4.2%
Value $827M Shares 2,450,631 Share Price $337.34 Est. Cost/Share — Unrealized @ Report Date —
IDXX IDEXX LABS INC 3.9%
Value $768M Shares 4,131,230 Share Price $186.02 Est. Cost/Share — Unrealized @ Report Date —
ACGL ARCH CAP GROUP LTD 3.1%
Value $620M Shares 23,212,503 Share Price $26.72 Est. Cost/Share — Unrealized @ Report Date —
FDS FACTSET RESH SYS INC 2.9%
Value $577M Shares 2,881,406 Share Price $200.13 Est. Cost/Share — Unrealized @ Report Date —
TSLA TESLA MOTORS INC 2.8%
Value $554M Shares 1,663,764 Share Price $332.80 Est. Cost/Share — Unrealized @ Report Date —
GWRE GUIDEWIRE SOFTWARE INC 2.7%
Value $532M Shares 6,626,666 Share Price $80.23 Est. Cost/Share — Unrealized @ Report Date —
— ANSYS INC 1.8%
Value $362M Shares 2,531,001 Share Price $142.94 Est. Cost/Share — Unrealized @ Report Date —
CHH CHOICE HOTELS INTL INC 1.8%
Value $347M Shares 4,843,916 Share Price $71.58 Est. Cost/Share — Unrealized @ Report Date —
BFAM BRIGHT HORIZONS FAM SOL IN D 1.7%
Value $339M Shares 3,046,080 Share Price $111.45 Est. Cost/Share — Unrealized @ Report Date —
GLPI GAMING & LEISURE PPTYS INC 1.7%
Value $337M Shares 10,429,127 Share Price $32.31 Est. Cost/Share — Unrealized @ Report Date —
MSCI MSCI INC 1.7%
Value $332M Shares 2,253,142 Share Price $147.43 Est. Cost/Share — Unrealized @ Report Date —
H HYATT HOTELS CORP 1.6%
Value $314M Shares 4,640,524 Share Price $67.60 Est. Cost/Share — Unrealized @ Report Date —
MTD METTLER TOLEDO INTERNATIONAL 1.6%
Value $311M Shares 549,698 Share Price $565.58 Est. Cost/Share — Unrealized @ Report Date —
SSNC SS&C TECHNOLOGIES HOLDINGS INC 1.4%
Value $279M Shares 6,187,035 Share Price $45.11 Est. Cost/Share — Unrealized @ Report Date —
SCHW SCHWAB CHARLES CORP NEW 1.4%
Value $273M Shares 6,573,194 Share Price $41.53 Est. Cost/Share — Unrealized @ Report Date —
MANU MANCHESTER UNITED PLC NEW 1.3%
Value $257M Shares 13,540,591 Share Price $18.98 Est. Cost/Share — Unrealized @ Report Date —
PRI PRIMERICA INC 1.2%
Value $243M Shares 2,488,790 Share Price $97.71 Est. Cost/Share — Unrealized @ Report Date —
VAC MARRIOTT VACATIONS WORLDWIDE C 1.2%
Value $229M Shares 3,244,146 Share Price $70.51 Est. Cost/Share — Unrealized @ Report Date —
TECH BIO TECHNE CORP 1.1%
Value $222M Shares 1,533,798 Share Price $144.72 Est. Cost/Share — Unrealized @ Report Date —
DEI DOUGLAS EMMETT INC 1.1%
Value $209M Shares 6,132,408 Share Price $34.13 Est. Cost/Share — Unrealized @ Report Date —
SBAC SBA COMMUNICATIONS CORP 1.0%
Value $189M Shares 1,168,522 Share Price $161.89 Est. Cost/Share — Unrealized @ Report Date —
— BENEFITFOCUS INC 1.0%
Value $189M Shares 4,136,606 Share Price $45.72 Est. Cost/Share — Unrealized @ Report Date —
WIX WIX COM LTD 1.0%
Value $189M Shares 2,086,636 Share Price $90.34 Est. Cost/Share — Unrealized @ Report Date —
RRR RED ROCK RESORTS INC 0.9%
Value $181M Shares 8,930,577 Share Price $20.31 Est. Cost/Share — Unrealized @ Report Date —
IRDM IRIDIUM COMMUNICATIONS INC 0.9%
Value $172M Shares 9,325,420 Share Price $18.45 Est. Cost/Share — Unrealized @ Report Date —
VRSK VERISK ANALYTICS INC 0.8%
Value $167M Shares 1,530,476 Share Price $109.04 Est. Cost/Share — Unrealized @ Report Date —
WST WEST PHARMACEUTICAL SVSC INC 0.8%
Value $161M Shares 1,637,703 Share Price $98.03 Est. Cost/Share — Unrealized @ Report Date —
MORN MORNINGSTAR INC 0.8%
Value $160M Shares 1,457,321 Share Price $109.84 Est. Cost/Share — Unrealized @ Report Date —
BABA ALIBABA GROUP HLDG LTD 0.8%
Value $156M Shares 1,140,197 Share Price $137.07 Est. Cost/Share — Unrealized @ Report Date —
PENN PENN NATL GAMING INC 0.8%
Value $151M Shares 8,017,549 Share Price $18.83 Est. Cost/Share — Unrealized @ Report Date —
MMS MAXIMUS INC 0.7%
Value $144M Shares 2,219,574 Share Price $65.09 Est. Cost/Share — Unrealized @ Report Date —
— 2U INC 0.7%
Value $140M Shares 2,822,189 Share Price $49.72 Est. Cost/Share — Unrealized @ Report Date —
ILMN ILLUMINA INC 0.6%
Value $128M Shares 426,056 Share Price $299.93 Est. Cost/Share — Unrealized @ Report Date —
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value $127M Shares 3,434,720 Share Price $36.91 Est. Cost/Share — Unrealized @ Report Date —
— ULTIMATE SOFTWARE GROUP INC 0.6%
Value $125M Shares 512,240 Share Price $244.87 Est. Cost/Share — Unrealized @ Report Date —
TREX TREX CO INC 0.6%
Value $125M Shares 2,103,293 Share Price $59.36 Est. Cost/Share — Unrealized @ Report Date —
WCN WASTE CONNECTIONS INC 0.6%
Value $121M Shares 1,625,000 Share Price $74.25 Est. Cost/Share — Unrealized @ Report Date —
PBR PETROLEO BRASILEIRO SA PETRO 0.6%
Value $116M Shares 8,906,577 Share Price $13.01 Est. Cost/Share — Unrealized @ Report Date —
ARE ALEXANDRIA REAL ESTATE EQ IN 0.6%
Value $116M Shares 1,003,633 Share Price $115.24 Est. Cost/Share — Unrealized @ Report Date —
TDG TRANSDIGM GROUP INC 0.6%
Value $111M Shares 325,000 Share Price $340.06 Est. Cost/Share — Unrealized @ Report Date —
VRSN VERISIGN INC 0.5%
Value $106M Shares 715,464 Share Price $148.29 Est. Cost/Share — Unrealized @ Report Date —
TTD THE TRADE DESK INC 0.5%
Value $103M Shares 890,328 Share Price $116.06 Est. Cost/Share — Unrealized @ Report Date —
ICLR ICON PLC 0.5%
Value $101M Shares 780,078 Share Price $129.21 Est. Cost/Share — Unrealized @ Report Date —
EQIX EQUINIX INC 0.5%
Value $100M Shares 284,251 Share Price $352.56 Est. Cost/Share — Unrealized @ Report Date —
ASGN ON ASSIGNMENT INC 0.5%
Value $93.2M Shares 1,710,100 Share Price $54.50 Est. Cost/Share — Unrealized @ Report Date —
CNS COHEN & STEERS INC 0.5%
Value $91.59M Shares 2,668,751 Share Price $34.32 Est. Cost/Share — Unrealized @ Report Date —
— ASPEN TECHNOLOGY INC 0.5%
Value $90.91M Shares 1,106,204 Share Price $82.18 Est. Cost/Share — Unrealized @ Report Date —
— PRA HEALTH SCIENCES INC 0.4%
Value $87.76M Shares 954,364 Share Price $91.96 Est. Cost/Share — Unrealized @ Report Date —
ALGN ALIGN TECHNOLOGY INC 0.4%
Value $86.97M Shares 415,259 Share Price $209.43 Est. Cost/Share — Unrealized @ Report Date —
CBRE CBRE GROUP INC 0.4%
Value $85.9M Shares 2,145,256 Share Price $40.04 Est. Cost/Share — Unrealized @ Report Date —
SITE SITEONE LANDSCAPE SUPPLY INC 0.4%
Value $85.22M Shares 1,541,812 Share Price $55.27 Est. Cost/Share — Unrealized @ Report Date —
— CISION LTD 0.4%
Value $84.64M Shares 7,234,146 Share Price $11.70 Est. Cost/Share — Unrealized @ Report Date —
COLD AMERICOLD RLTY TR 0.4%
Value $82.45M Shares 3,228,133 Share Price $25.54 Est. Cost/Share — Unrealized @ Report Date —
TRU TRANSUNION 0.4%
Value $80.77M Shares 1,421,924 Share Price $56.80 Est. Cost/Share — Unrealized @ Report Date —
KNSL KINSALE CAP GROUP INC 0.4%
Value $80.08M Shares 1,441,374 Share Price $55.56 Est. Cost/Share — Unrealized @ Report Date —
— WORLDPAY INC 0.4%
Value $76.73M Shares 1,003,907 Share Price $76.43 Est. Cost/Share — Unrealized @ Report Date —
TDOC TELADOC INC 0.4%
Value $76.39M Shares 1,541,000 Share Price $49.57 Est. Cost/Share — Unrealized @ Report Date —
— OAKTREE CAP GROUP LLC 0.4%
Value $76.22M Shares 1,917,596 Share Price $39.75 Est. Cost/Share — Unrealized @ Report Date —
— CERIDIAN HCM HLDG INC 0.4%
Value $73.93M Shares 2,143,414 Share Price $34.49 Est. Cost/Share — Unrealized @ Report Date —
CGNX COGNEX CORP 0.4%
Value $71.54M Shares 1,850,000 Share Price $38.67 Est. Cost/Share — Unrealized @ Report Date —
ROP ROPER INDUSTRIES INC NEW 0.4%
Value $71.54M Shares 268,415 Share Price $266.52 Est. Cost/Share — Unrealized @ Report Date —
AMZN AMAZON COM INC 0.4%
Value $71.39M Shares 47,529 Share Price $1501.97 Est. Cost/Share — Unrealized @ Report Date —
FMX FOMENTO ECONOMICO MEXICANO S 0.4%
Value $69.38M Shares 806,267 Share Price $86.05 Est. Cost/Share — Unrealized @ Report Date —
ITUB ITAU UNIBANCO HLDG SA 0.3%
Value $68.51M Shares 7,495,712 Share Price $9.14 Est. Cost/Share — Unrealized @ Report Date —
MC MOELIS & CO 0.3%
Value $65.14M Shares 1,894,814 Share Price $34.38 Est. Cost/Share — Unrealized @ Report Date —
YPF YPF SOCIEDAD ANONIMA 0.3%
Value $64.52M Shares 4,818,181 Share Price $13.39 Est. Cost/Share — Unrealized @ Report Date —
ZG ZILLOW GROUP INC 0.3%
Value $63.49M Shares 2,020,066 Share Price $31.43 Est. Cost/Share — Unrealized @ Report Date —
MKTX MARKETAXESS HLDGS INC 0.3%
Value $63.47M Shares 300,370 Share Price $211.31 Est. Cost/Share — Unrealized @ Report Date —
PAGS PAGSEGURO DIGITAL LTD 0.3%
Value $63.4M Shares 3,384,758 Share Price $18.73 Est. Cost/Share — Unrealized @ Report Date —
BIDU BAIDU INC 0.3%
Value $63.24M Shares 398,747 Share Price $158.60 Est. Cost/Share — Unrealized @ Report Date —
WEX WEX INC 0.3%
Value $63.03M Shares 450,000 Share Price $140.06 Est. Cost/Share — Unrealized @ Report Date —
MRCY MERCURY SYS INC 0.3%
Value $62.69M Shares 1,325,600 Share Price $47.29 Est. Cost/Share — Unrealized @ Report Date —
AL AIR LEASE CORP 0.3%
Value $62.13M Shares 2,056,687 Share Price $30.21 Est. Cost/Share — Unrealized @ Report Date —
WTW WILLIS TOWERS WATSON PUB LTD 0.3%
Value $60.95M Shares 401,339 Share Price $151.86 Est. Cost/Share — Unrealized @ Report Date —
LFUS LITTELFUSE INC 0.3%
Value $60.76M Shares 354,324 Share Price $171.48 Est. Cost/Share — Unrealized @ Report Date —
IEX IDEX CORP 0.3%
Value $60.75M Shares 481,147 Share Price $126.26 Est. Cost/Share — Unrealized @ Report Date —
CHD CHURCH & DWIGHT INC 0.3%
Value $60.52M Shares 920,332 Share Price $65.76 Est. Cost/Share — Unrealized @ Report Date —
MSGS MADISON SQUARE GARDEN CO 0.3%
Value $60.23M Shares 225,000 Share Price $267.70 Est. Cost/Share — Unrealized @ Report Date —
TFX TELEFLEX INC 0.3%
Value $60.22M Shares 232,984 Share Price $258.48 Est. Cost/Share — Unrealized @ Report Date —
— GTT COMMUNICATIONS INC 0.3%
Value $59.15M Shares 2,500,000 Share Price $23.66 Est. Cost/Share — Unrealized @ Report Date —
JBTM JOHN BEAN TECHNOLOGIES CORP 0.3%
Value $59.12M Shares 823,300 Share Price $71.81 Est. Cost/Share — Unrealized @ Report Date —
— AMERICA MOVIL SAB DE CV 0.3%
Value $58.85M Shares 4,129,931 Share Price $14.25 Est. Cost/Share — Unrealized @ Report Date —
VEEV VEEVA SYS INC 0.3%
Value $58.47M Shares 654,566 Share Price $89.32 Est. Cost/Share — Unrealized @ Report Date —
BKNG BOOKING HLDGS INC 0.3%
Value $58.04M Shares 33,697 Share Price $1722.41 Est. Cost/Share — Unrealized @ Report Date —
PEGA PEGASYSTEMS INC 0.3%
Value $57.1M Shares 1,193,759 Share Price $47.83 Est. Cost/Share — Unrealized @ Report Date —
HQY HEALTHEQUITY INC 0.3%
Value $56.91M Shares 954,136 Share Price $59.65 Est. Cost/Share — Unrealized @ Report Date —
FAST FASTENAL CO 0.3%
Value $56.39M Shares 1,078,494 Share Price $52.29 Est. Cost/Share — Unrealized @ Report Date —
— HUDSON LTD 0.3%
Value $55.74M Shares 3,250,000 Share Price $17.15 Est. Cost/Share — Unrealized @ Report Date —
OLLI OLLIES BARGAIN OUTLT HLDGS INC 0.3%
Value $55.6M Shares 835,964 Share Price $66.51 Est. Cost/Share — Unrealized @ Report Date —
RAMP LIVERAMP HLDGS INC 0.3%
Value $54.72M Shares 1,416,548 Share Price $38.63 Est. Cost/Share — Unrealized @ Report Date —
— ALTAIR ENGR INC 0.3%
Value $54.46M Shares 1,974,757 Share Price $27.58 Est. Cost/Share — Unrealized @ Report Date —
ALX ALEXANDERS INC 0.3%
Value $52.79M Shares 173,238 Share Price $304.74 Est. Cost/Share — Unrealized @ Report Date —
FND FLOOR & DECOR HLDGS INC 0.3%
Value $52.34M Shares 2,020,922 Share Price $25.90 Est. Cost/Share — Unrealized @ Report Date —
— CARLYLE GROUP L P 0.3%
Value $51.14M Shares 3,246,881 Share Price $15.75 Est. Cost/Share — Unrealized @ Report Date —
PFGC PERFORMANCE FOOD GROUP CO 0.2%
Value $48.79M Shares 1,511,944 Share Price $32.27 Est. Cost/Share — Unrealized @ Report Date —
LBRDK LIBERTY BROADBAND CORP 0.2%
Value $48.68M Shares 675,820 Share Price $72.03 Est. Cost/Share — Unrealized @ Report Date —
IBP INSTALLED BLDG PRODS INC 0.2%
Value $47.17M Shares 1,400,000 Share Price $33.69 Est. Cost/Share — Unrealized @ Report Date —
FRCB FIRST REP BK SAN FRAN CALI N 0.2%
Value $46.48M Shares 534,889 Share Price $86.90 Est. Cost/Share — Unrealized @ Report Date —
ZLAB ZAI LAB LTD 0.2%
Value $45.84M Shares 1,974,013 Share Price $23.22 Est. Cost/Share — Unrealized @ Report Date —
— COOPER COS INC 0.2%
Value $45.25M Shares 177,787 Share Price $254.50 Est. Cost/Share — Unrealized @ Report Date —
HLI HOULIHAN LOKEY INC 0.2%
Value $44.9M Shares 1,220,069 Share Price $36.80 Est. Cost/Share — Unrealized @ Report Date —
— CANTEL MEDICAL CORP 0.2%
Value $44.77M Shares 601,385 Share Price $74.45 Est. Cost/Share — Unrealized @ Report Date —
— UNIVAR INC 0.2%
Value $44.35M Shares 2,500,000 Share Price $17.74 Est. Cost/Share — Unrealized @ Report Date —
PLNT PLANET FITNESS INC 0.2%
Value $44.08M Shares 822,000 Share Price $53.62 Est. Cost/Share — Unrealized @ Report Date —
EXPE EXPEDIA INC DEL 0.2%
Value $43.6M Shares 387,008 Share Price $112.65 Est. Cost/Share — Unrealized @ Report Date —
NOK NOKIA CORP 0.2%
Value $42.51M Shares 7,303,622 Share Price $5.82 Est. Cost/Share — Unrealized @ Report Date —
AMT AMERICAN TOWER CORP 0.2%
Value $41.09M Shares 259,737 Share Price $158.19 Est. Cost/Share — Unrealized @ Report Date —
— FLEETCOR TECHNOLOGIES INC 0.2%
Value $40.74M Shares 219,343 Share Price $185.72 Est. Cost/Share — Unrealized @ Report Date —
— LIBERTY MEDIA CORP DELAWARE 0.2%
Value $40.68M Shares 1,100,000 Share Price $36.98 Est. Cost/Share — Unrealized @ Report Date —
ROL ROLLINS INC 0.2%
Value $40.54M Shares 1,122,967 Share Price $36.10 Est. Cost/Share — Unrealized @ Report Date —
— SHUTTERFLY INC 0.2%
Value $40.26M Shares 1,000,000 Share Price $40.26 Est. Cost/Share — Unrealized @ Report Date —
NCLH NORWEGIAN CRUISE LINE HLDGS 0.2%
Value $39.21M Shares 924,878 Share Price $42.39 Est. Cost/Share — Unrealized @ Report Date —
— BERRY GLOBAL GROUP INC 0.2%
Value $38.02M Shares 800,000 Share Price $47.53 Est. Cost/Share — Unrealized @ Report Date —
CPA COPA HOLDINGS SA 0.2%
Value $37.72M Shares 479,212 Share Price $78.71 Est. Cost/Share — Unrealized @ Report Date —
BYD BOYD GAMING CORP 0.2%
Value $37.51M Shares 1,805,134 Share Price $20.78 Est. Cost/Share — Unrealized @ Report Date —
YEXT YEXT INC 0.2%
Value $37.48M Shares 2,523,709 Share Price $14.85 Est. Cost/Share — Unrealized @ Report Date —
GOOG ALPHABET INC 0.2%
Value $36.83M Shares 35,561 Share Price $1035.60 Est. Cost/Share — Unrealized @ Report Date —
DXCM DEXCOM INC 0.2%
Value $36.18M Shares 301,981 Share Price $119.80 Est. Cost/Share — Unrealized @ Report Date —
— PARTY CITY HOLDCO INC 0.2%
Value $35.93M Shares 3,600,000 Share Price $9.98 Est. Cost/Share — Unrealized @ Report Date —
CAKE CHEESECAKE FACTORY INC 0.2%
Value $34.81M Shares 800,000 Share Price $43.51 Est. Cost/Share — Unrealized @ Report Date —
TTC TORO CO 0.2%
Value $34.66M Shares 620,286 Share Price $55.88 Est. Cost/Share — Unrealized @ Report Date —
NEOG NEOGEN CORP 0.2%
Value $33.79M Shares 592,794 Share Price $57.00 Est. Cost/Share — Unrealized @ Report Date —
QLYS QUALYS INC 0.2%
Value $33.48M Shares 448,000 Share Price $74.74 Est. Cost/Share — Unrealized @ Report Date —
TROW PRICE T ROWE GROUP INC 0.2%
Value $33.05M Shares 358,010 Share Price $92.32 Est. Cost/Share — Unrealized @ Report Date —
RBC RBC BEARINGS INC 0.2%
Value $32.77M Shares 250,000 Share Price $131.10 Est. Cost/Share — Unrealized @ Report Date —
— SAGE THERAPEUTICS INC 0.2%
Value $32.69M Shares 341,309 Share Price $95.79 Est. Cost/Share — Unrealized @ Report Date —
— INTERXION HOLDING N.V 0.2%
Value $32.6M Shares 601,841 Share Price $54.16 Est. Cost/Share — Unrealized @ Report Date —
UAA UNDER ARMOUR INC 0.2%
Value $32.34M Shares 1,830,528 Share Price $17.67 Est. Cost/Share — Unrealized @ Report Date —
CDW CDW CORP 0.2%
Value $31.96M Shares 394,289 Share Price $81.05 Est. Cost/Share — Unrealized @ Report Date —
— SUMMIT MATLS INC 0.2%
Value $31.62M Shares 2,550,000 Share Price $12.40 Est. Cost/Share — Unrealized @ Report Date —
BE BLOOM ENERGY CORP 0.2%
Value $30.71M Shares 3,077,655 Share Price $9.98 Est. Cost/Share — Unrealized @ Report Date —
NBIS YANDEX N V 0.2%
Value $30.21M Shares 1,104,409 Share Price $27.35 Est. Cost/Share — Unrealized @ Report Date —
LOMA LOMA NEGRA CORP 0.1%
Value $29.54M Shares 2,654,378 Share Price $11.13 Est. Cost/Share — Unrealized @ Report Date —
NGVT INGEVITY CORP 0.1%
Value $29.29M Shares 350,000 Share Price $83.69 Est. Cost/Share — Unrealized @ Report Date —
— YY INC 0.1%
Value $28.23M Shares 471,634 Share Price $59.86 Est. Cost/Share — Unrealized @ Report Date —
TREE LENDINGTREE INC 0.1%
Value $28.13M Shares 128,125 Share Price $219.57 Est. Cost/Share — Unrealized @ Report Date —
— IAC INTERACTIVECORP 0.1%
Value $27.95M Shares 152,708 Share Price $183.04 Est. Cost/Share — Unrealized @ Report Date —
— NEW ORIENTAL ED & TECH GRP I 0.1%
Value $27.65M Shares 504,486 Share Price $54.81 Est. Cost/Share — Unrealized @ Report Date —
— TIFFANY & CO NEW 0.1%
Value $27.18M Shares 337,566 Share Price $80.51 Est. Cost/Share — Unrealized @ Report Date —
ESNT ESSENT GROUP LTD 0.1%
Value $26.85M Shares 785,478 Share Price $34.18 Est. Cost/Share — Unrealized @ Report Date —
MGM MGM RESORTS INTERNATIONAL 0.1%
Value $26.05M Shares 1,073,999 Share Price $24.26 Est. Cost/Share — Unrealized @ Report Date —
— SUN HYDRAULICS CORP 0.1%
Value $25.72M Shares 775,000 Share Price $33.19 Est. Cost/Share — Unrealized @ Report Date —
Z ZILLOW GROUP INC 0.1%
Value $25.72M Shares 814,382 Share Price $31.58 Est. Cost/Share — Unrealized @ Report Date —
AOS SMITH A O 0.1%
Value $25.54M Shares 598,044 Share Price $42.70 Est. Cost/Share — Unrealized @ Report Date —
OEC ORION ENGINEERED CARBONS S A 0.1%
Value $25.28M Shares 1,000,000 Share Price $25.28 Est. Cost/Share — Unrealized @ Report Date —
— RAVEN INDS INC 0.1%
Value $24.32M Shares 672,000 Share Price $36.19 Est. Cost/Share — Unrealized @ Report Date —
— MGM GROWTH PPTYS LLC 0.1%
Value $23.93M Shares 906,062 Share Price $26.41 Est. Cost/Share — Unrealized @ Report Date —
AAT AMERICAN ASSETS TRUST INC 0.1%
Value $23.78M Shares 592,000 Share Price $40.17 Est. Cost/Share — Unrealized @ Report Date —
MSFT MICROSOFT CORP 0.1%
Value $23.54M Shares 231,742 Share Price $101.57 Est. Cost/Share — Unrealized @ Report Date —
MA MASTERCARD INC 0.1%
Value $23.29M Shares 123,456 Share Price $188.65 Est. Cost/Share — Unrealized @ Report Date —
LOW LOWES COS INC 0.1%
Value $23.17M Shares 250,863 Share Price $92.36 Est. Cost/Share — Unrealized @ Report Date —
— LIBERTY MEDIA CORP DELAWARE 0.1%
Value $23.02M Shares 750,000 Share Price $30.70 Est. Cost/Share — Unrealized @ Report Date —
— MOMO INC 0.1%
Value $22.75M Shares 957,726 Share Price $23.75 Est. Cost/Share — Unrealized @ Report Date —
SSL SASOL LTD 0.1%
Value $22.48M Shares 767,531 Share Price $29.29 Est. Cost/Share — Unrealized @ Report Date —
WING WINGSTOP INC 0.1%
Value $22.47M Shares 350,000 Share Price $64.19 Est. Cost/Share — Unrealized @ Report Date —
BWXT BWX TECHNOLOGIES INC 0.1%
Value $22.32M Shares 583,810 Share Price $38.23 Est. Cost/Share — Unrealized @ Report Date —
GH GUARDANT HEALTH INC 0.1%
Value $21.24M Shares 564,998 Share Price $37.59 Est. Cost/Share — Unrealized @ Report Date —
— BROOKFIELD ASSET MGMT INC 0.1%
Value $20.93M Shares 545,878 Share Price $38.35 Est. Cost/Share — Unrealized @ Report Date —
HD HOME DEPOT INC 0.1%
Value $20.82M Shares 121,154 Share Price $171.82 Est. Cost/Share — Unrealized @ Report Date —
DNLI DENALI THERAPEUTICS INC 0.1%
Value $20.33M Shares 983,902 Share Price $20.66 Est. Cost/Share — Unrealized @ Report Date —
WAT WATERS CORP 0.1%
Value $20.17M Shares 106,901 Share Price $188.65 Est. Cost/Share — Unrealized @ Report Date —
ARGX ARGENX SE 0.1%
Value $19.91M Shares 207,265 Share Price $96.07 Est. Cost/Share — Unrealized @ Report Date —
V VISA INC 0.1%
Value $19.86M Shares 150,504 Share Price $131.94 Est. Cost/Share — Unrealized @ Report Date —
CBOE CBOE HLDGS INC 0.1%
Value $19.57M Shares 200,000 Share Price $97.83 Est. Cost/Share — Unrealized @ Report Date —
HGV HILTON GRAND VACATIONS INC 0.1%
Value $19.17M Shares 726,424 Share Price $26.39 Est. Cost/Share — Unrealized @ Report Date —
DHI D R HORTON INC 0.1%
Value $19.08M Shares 550,453 Share Price $34.66 Est. Cost/Share — Unrealized @ Report Date —
BJRI BJS RESTAURANTS INC 0.1%
Value $18.96M Shares 375,000 Share Price $50.57 Est. Cost/Share — Unrealized @ Report Date —
— MELLANOX TECHNOLOGIES LTD 0.1%
Value $17.94M Shares 194,183 Share Price $92.38 Est. Cost/Share — Unrealized @ Report Date —
NDSN NORDSON CORP 0.1%
Value $17.9M Shares 150,000 Share Price $119.35 Est. Cost/Share — Unrealized @ Report Date —
KMX CARMAX INC 0.1%
Value $17.08M Shares 272,236 Share Price $62.73 Est. Cost/Share — Unrealized @ Report Date —
ISRG INTUITIVE SURGICAL INC 0.1%
Value $16.67M Shares 34,808 Share Price $478.91 Est. Cost/Share — Unrealized @ Report Date —
STNE STONECO LTD 0.1%
Value $16.15M Shares 875,941 Share Price $18.44 Est. Cost/Share — Unrealized @ Report Date —
CWH CAMPING WORLD HLDGS INC 0.1%
Value $16.05M Shares 1,398,900 Share Price $11.47 Est. Cost/Share — Unrealized @ Report Date —
— CONCHO RES INC 0.1%
Value $15.73M Shares 153,022 Share Price $102.79 Est. Cost/Share — Unrealized @ Report Date —
PDD PINDUODUO INC 0.1%
Value $15.13M Shares 674,215 Share Price $22.44 Est. Cost/Share — Unrealized @ Report Date —
HEI/A HEICO CORP NEW 0.1%
Value $15.03M Shares 238,613 Share Price $63.00 Est. Cost/Share — Unrealized @ Report Date —
BMA BANCO MACRO SA 0.1%
Value $14.58M Shares 329,712 Share Price $44.22 Est. Cost/Share — Unrealized @ Report Date —
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $14.4M Shares 86,907 Share Price $165.71 Est. Cost/Share — Unrealized @ Report Date —
DLR DIGITAL RLTY TR INC 0.1%
Value $14.39M Shares 135,098 Share Price $106.55 Est. Cost/Share — Unrealized @ Report Date —
AMH AMERICAN HOMES 4 RENT 0.1%
Value $14.32M Shares 721,264 Share Price $19.85 Est. Cost/Share — Unrealized @ Report Date —
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value $13.54M Shares 138,429 Share Price $97.79 Est. Cost/Share — Unrealized @ Report Date —
DKS DICKS SPORTING GOODS INC 0.1%
Value $12.99M Shares 416,325 Share Price $31.20 Est. Cost/Share — Unrealized @ Report Date —
— ACTIVISION BLIZZARD INC 0.1%
Value $11.9M Shares 255,628 Share Price $46.57 Est. Cost/Share — Unrealized @ Report Date —
TPICQ TPI COMPOSITES INC 0.1%
Value $11.85M Shares 481,900 Share Price $24.58 Est. Cost/Share — Unrealized @ Report Date —
CME CME GROUP INC 0.1%
Value $11.26M Shares 59,878 Share Price $188.12 Est. Cost/Share — Unrealized @ Report Date —
— INTERSECT ENT INC 0.1%
Value $11.15M Shares 395,650 Share Price $28.18 Est. Cost/Share — Unrealized @ Report Date —
— SPLUNK INC 0.1%
Value $11.07M Shares 105,580 Share Price $104.85 Est. Cost/Share — Unrealized @ Report Date —
META FACEBOOK INC. 0.1%
Value $10.94M Shares 83,425 Share Price $131.09 Est. Cost/Share — Unrealized @ Report Date —
MYGN MYRIAD GENETICS INC 0.1%
Value $10.69M Shares 367,564 Share Price $29.07 Est. Cost/Share — Unrealized @ Report Date —
NVDA NVIDIA CORP 0.1%
Value $10.48M Shares 78,475 Share Price $133.49 Est. Cost/Share — Unrealized @ Report Date —
MAS MASCO CORP 0.1%
Value $10.45M Shares 357,375 Share Price $29.24 Est. Cost/Share — Unrealized @ Report Date —
GDS GDS HLDGS LTD 0.1%
Value $10.2M Shares 441,628 Share Price $23.09 Est. Cost/Share — Unrealized @ Report Date —
CDNA CAREDX INC 0.1%
Value $10.14M Shares 403,492 Share Price $25.14 Est. Cost/Share — Unrealized @ Report Date —
PLD PROLOGIS INC 0.1%
Value $10.11M Shares 172,138 Share Price $58.72 Est. Cost/Share — Unrealized @ Report Date —
HEI HEICO CORP NEW 0.0%
Value $9.762M Shares 125,993 Share Price $77.48 Est. Cost/Share — Unrealized @ Report Date —
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $9.462M Shares 131,778 Share Price $71.80 Est. Cost/Share — Unrealized @ Report Date —
— AVALARA INC 0.0%
Value $9.345M Shares 300,000 Share Price $31.15 Est. Cost/Share — Unrealized @ Report Date —
EPAM EPAM SYS INC 0.0%
Value $9.344M Shares 80,544 Share Price $116.01 Est. Cost/Share — Unrealized @ Report Date —
MAR MARRIOTT INTL INC 0.0%
Value $9.173M Shares 84,499 Share Price $108.56 Est. Cost/Share — Unrealized @ Report Date —
RNG RINGCENTRAL INC 0.0%
Value $8.875M Shares 107,649 Share Price $82.44 Est. Cost/Share — Unrealized @ Report Date —
EA ELECTRONIC ARTS INC 0.0%
Value $8.567M Shares 108,570 Share Price $78.91 Est. Cost/Share — Unrealized @ Report Date —
— ARCO PLATFORM LTD 0.0%
Value $8.271M Shares 373,900 Share Price $22.12 Est. Cost/Share — Unrealized @ Report Date —
DAVA ENDAVA PLC 0.0%
Value $8.04M Shares 331,682 Share Price $24.24 Est. Cost/Share — Unrealized @ Report Date —
LEN LENNAR CORP 0.0%
Value $8.004M Shares 204,432 Share Price $39.15 Est. Cost/Share — Unrealized @ Report Date —
— SL GREEN RLTY CORP 0.0%
Value $7.923M Shares 100,192 Share Price $79.08 Est. Cost/Share — Unrealized @ Report Date —
SHW SHERWIN WILLIAMS CO 0.0%
Value $7.868M Shares 19,997 Share Price $393.46 Est. Cost/Share — Unrealized @ Report Date —
VRAYQ VIEWRAY INC 0.0%
Value $7.439M Shares 1,225,593 Share Price $6.07 Est. Cost/Share — Unrealized @ Report Date —
— RED HAT INC 0.0%
Value $7.344M Shares 41,811 Share Price $175.65 Est. Cost/Share — Unrealized @ Report Date —
LBRDA LIBERTY BROADBAND CORP 0.0%
Value $7.181M Shares 100,000 Share Price $71.81 Est. Cost/Share — Unrealized @ Report Date —
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value $7.143M Shares 73,539 Share Price $97.13 Est. Cost/Share — Unrealized @ Report Date —
— THERAPEUTICSMD INC 0.0%
Value $7.048M Shares 1,850,000 Share Price $3.81 Est. Cost/Share — Unrealized @ Report Date —
AZN ASTRAZENECA PLC 0.0%
Value $6.965M Shares 183,389 Share Price $37.98 Est. Cost/Share — Unrealized @ Report Date —
ADBE ADOBE SYS INC 0.0%
Value $6.866M Shares 30,348 Share Price $226.24 Est. Cost/Share — Unrealized @ Report Date —
CERS CERUS CORP 0.0%
Value $6.692M Shares 1,320,000 Share Price $5.07 Est. Cost/Share — Unrealized @ Report Date —
ASML ASML HOLDING N V 0.0%
Value $6.685M Shares 42,958 Share Price $155.62 Est. Cost/Share — Unrealized @ Report Date —
VRNS VARONIS SYS INC 0.0%
Value $6.614M Shares 125,034 Share Price $52.90 Est. Cost/Share — Unrealized @ Report Date —
AAPL APPLE INC 0.0%
Value $6.498M Shares 41,193 Share Price $157.75 Est. Cost/Share — Unrealized @ Report Date —
— EMERALD EXPOSITIONS EVENTS INC 0.0%
Value $6.455M Shares 523,100 Share Price $12.34 Est. Cost/Share — Unrealized @ Report Date —
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $6.394M Shares 62,117 Share Price $102.93 Est. Cost/Share — Unrealized @ Report Date —
NOW SERVICENOW INC 0.0%
Value $6.195M Shares 34,792 Share Price $178.06 Est. Cost/Share — Unrealized @ Report Date —
— CYRUSONE INC 0.0%
Value $6.008M Shares 113,617 Share Price $52.88 Est. Cost/Share — Unrealized @ Report Date —
RHI ROBERT HALF INTL INC 0.0%
Value $5.967M Shares 104,310 Share Price $57.20 Est. Cost/Share — Unrealized @ Report Date —
GLNG GOLAR LNG LTD BERMUDA 0.0%
Value $5.902M Shares 271,235 Share Price $21.76 Est. Cost/Share — Unrealized @ Report Date —
LMNR LIMONEIRA CO 0.0%
Value $5.865M Shares 300,000 Share Price $19.55 Est. Cost/Share — Unrealized @ Report Date —
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $5.744M Shares 37,500 Share Price $153.17 Est. Cost/Share — Unrealized @ Report Date —
— GCI LIBERTY INC 0.0%
Value $5.643M Shares 137,104 Share Price $41.16 Est. Cost/Share — Unrealized @ Report Date —
PK PARK HOTELS RESORTS INC 0.0%
Value $5.567M Shares 214,295 Share Price $25.98 Est. Cost/Share — Unrealized @ Report Date —
ALEX ALEXANDER & BALDWIN 0.0%
Value $5.514M Shares 300,000 Share Price $18.38 Est. Cost/Share — Unrealized @ Report Date —
— LIBERTY MEDIA CORP DELAWARE 0.0%
Value $5.498M Shares 185,000 Share Price $29.72 Est. Cost/Share — Unrealized @ Report Date —
— FORESCOUT TECHNOLOGIES INC 0.0%
Value $5.458M Shares 210,000 Share Price $25.99 Est. Cost/Share — Unrealized @ Report Date —
NFLX NETFLIX INC 0.0%
Value $5.342M Shares 19,959 Share Price $267.65 Est. Cost/Share — Unrealized @ Report Date —
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value $5.288M Shares 400,000 Share Price $13.22 Est. Cost/Share — Unrealized @ Report Date —
SPGI S&P GLOBAL INC 0.0%
Value $5.25M Shares 30,891 Share Price $169.95 Est. Cost/Share — Unrealized @ Report Date —
ICHR ICHOR HOLDINGS 0.0%
Value $5.216M Shares 320,000 Share Price $16.30 Est. Cost/Share — Unrealized @ Report Date —
AIN ALBANY INTL CORP 0.0%
Value $5.061M Shares 81,071 Share Price $62.43 Est. Cost/Share — Unrealized @ Report Date —
— CTRIP COM INTL LTD 0.0%
Value $4.968M Shares 183,600 Share Price $27.06 Est. Cost/Share — Unrealized @ Report Date —
— ENVESTNET INC 0.0%
Value $4.841M Shares 98,410 Share Price $49.19 Est. Cost/Share — Unrealized @ Report Date —
— SIENTRA INC 0.0%
Value $4.806M Shares 378,100 Share Price $12.71 Est. Cost/Share — Unrealized @ Report Date —
CRM SALESFORCE.COM INC 0.0%
Value $4.779M Shares 34,889 Share Price $136.98 Est. Cost/Share — Unrealized @ Report Date —
ESE ESCO TECHNOLOGIES INC 0.0%
Value $4.722M Shares 71,600 Share Price $65.95 Est. Cost/Share — Unrealized @ Report Date —
BV BRIGHTVIEW HLDGS INC 0.0%
Value $4.683M Shares 458,700 Share Price $10.21 Est. Cost/Share — Unrealized @ Report Date —
ESPR ESPERION THERAPEUTICS INC 0.0%
Value $4.6M Shares 100,000 Share Price $46.00 Est. Cost/Share — Unrealized @ Report Date —
— AQUANTIA CORP 0.0%
Value $4.388M Shares 500,338 Share Price $8.77 Est. Cost/Share — Unrealized @ Report Date —
— FLEXION THERAPEUTICS INC 0.0%
Value $4.358M Shares 385,000 Share Price $11.32 Est. Cost/Share — Unrealized @ Report Date —
— ANAPLAN INC 0.0%
Value $4.301M Shares 162,071 Share Price $26.54 Est. Cost/Share — Unrealized @ Report Date —
OPRA OPERA LTD 0.0%
Value $4.296M Shares 772,592 Share Price $5.56 Est. Cost/Share — Unrealized @ Report Date —
LXFR LUXFER HOLDINGS PLC 0.0%
Value $4.231M Shares 240,000 Share Price $17.63 Est. Cost/Share — Unrealized @ Report Date —
MRAM EVERSPIN TECHNOLOGIES INC 0.0%
Value $4.207M Shares 750,000 Share Price $5.61 Est. Cost/Share — Unrealized @ Report Date —
— INTRICON CORP 0.0%
Value $4.076M Shares 154,501 Share Price $26.38 Est. Cost/Share — Unrealized @ Report Date —
— RA MED SYS INC 0.0%
Value $4.05M Shares 509,431 Share Price $7.95 Est. Cost/Share — Unrealized @ Report Date —
— CUBIC CORP 0.0%
Value $3.762M Shares 70,000 Share Price $53.74 Est. Cost/Share — Unrealized @ Report Date —
— POTBELLY CORP 0.0%
Value $3.622M Shares 450,000 Share Price $8.05 Est. Cost/Share — Unrealized @ Report Date —
KRNT KORNIT DIGITAL LTD 0.0%
Value $3.613M Shares 193,000 Share Price $18.72 Est. Cost/Share — Unrealized @ Report Date —
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value $3.557M Shares 60,000 Share Price $59.28 Est. Cost/Share — Unrealized @ Report Date —
— CAESARS ENTMT CORP 0.0%
Value $3.489M Shares 513,901 Share Price $6.79 Est. Cost/Share — Unrealized @ Report Date —
NOVT NOVANTA INC 0.0%
Value $3.465M Shares 55,000 Share Price $63.00 Est. Cost/Share — Unrealized @ Report Date —
PAR PAR TECHNOLOGY CORP 0.0%
Value $3.407M Shares 156,625 Share Price $21.75 Est. Cost/Share — Unrealized @ Report Date —
INVH INVITATION HOMES INC 0.0%
Value $3.356M Shares 167,148 Share Price $20.08 Est. Cost/Share — Unrealized @ Report Date —
— STAMPS COM INC 0.0%
Value $3.349M Shares 21,520 Share Price $155.62 Est. Cost/Share — Unrealized @ Report Date —
GOOGL ALPHABET INC 0.0%
Value $3.311M Shares 3,169 Share Price $1044.81 Est. Cost/Share — Unrealized @ Report Date —
AZTA BROOKS AUTOMATION INC 0.0%
Value $3.142M Shares 120,000 Share Price $26.18 Est. Cost/Share — Unrealized @ Report Date —
— COHERENT INC 0.0%
Value $3.097M Shares 29,300 Share Price $105.70 Est. Cost/Share — Unrealized @ Report Date —
BIIB BIOGEN IDEC INC 0.0%
Value $3.062M Shares 10,175 Share Price $300.93 Est. Cost/Share — Unrealized @ Report Date —
— ACCELERON PHARMA INC 0.0%
Value $3.059M Shares 70,231 Share Price $43.56 Est. Cost/Share — Unrealized @ Report Date —
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $3.044M Shares 55,701 Share Price $54.65 Est. Cost/Share — Unrealized @ Report Date —
— ACCELERATE DIAGNOSTICS INC 0.0%
Value $2.99M Shares 260,000 Share Price $11.50 Est. Cost/Share — Unrealized @ Report Date —
NVMI NOVA MEASURING INSTRUMENTS L 0.0%
Value $2.961M Shares 130,000 Share Price $22.78 Est. Cost/Share — Unrealized @ Report Date —
— QAD INC 0.0%
Value $2.95M Shares 75,000 Share Price $39.33 Est. Cost/Share — Unrealized @ Report Date —
MSC STUDIO CITY INTL HLDGS LTD 0.0%
Value $2.926M Shares 175,000 Share Price $16.72 Est. Cost/Share — Unrealized @ Report Date —
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value $2.855M Shares 40,025 Share Price $71.33 Est. Cost/Share — Unrealized @ Report Date —
SONY SONY CORP 0.0%
Value $2.714M Shares 56,223 Share Price $48.27 Est. Cost/Share — Unrealized @ Report Date —
— PROOFPOINT INC 0.0%
Value $2.627M Shares 31,339 Share Price $83.83 Est. Cost/Share — Unrealized @ Report Date —
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value $2.596M Shares 533,145 Share Price $4.87 Est. Cost/Share — Unrealized @ Report Date —
DPZ DOMINOS PIZZA INC 0.0%
Value $2.524M Shares 88,108 Share Price $28.65 Est. Cost/Share — Unrealized @ Report Date —
— RED LION HOTELS CORP 0.0%
Value $2.46M Shares 300,000 Share Price $8.20 Est. Cost/Share — Unrealized @ Report Date —
A AGILENT TECHNOLOGIES INC 0.0%
Value $2.452M Shares 36,352 Share Price $67.45 Est. Cost/Share — Unrealized @ Report Date —
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $2.44M Shares 21,500 Share Price $113.49 Est. Cost/Share — Unrealized @ Report Date —
— QTS RLTY TR INC 0.0%
Value $2.306M Shares 62,252 Share Price $37.04 Est. Cost/Share — Unrealized @ Report Date —
— MYOVANT SCIENCES LTD 0.0%
Value $2.297M Shares 140,000 Share Price $16.41 Est. Cost/Share — Unrealized @ Report Date —
AXGN AXOGEN INC 0.0%
Value $2.262M Shares 110,710 Share Price $20.43 Est. Cost/Share — Unrealized @ Report Date —
MANH MANHATTAN ASSOCS INC 0.0%
Value $2.25M Shares 53,100 Share Price $42.37 Est. Cost/Share — Unrealized @ Report Date —
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $2.242M Shares 31,403 Share Price $71.39 Est. Cost/Share — Unrealized @ Report Date —
— STARS GROUP INC 0.0%
Value $2.116M Shares 128,070 Share Price $16.52 Est. Cost/Share — Unrealized @ Report Date —
ARWR ARROWHEAD PHARMACEUTICALS IN 0.0%
Value $2.072M Shares 166,847 Share Price $12.42 Est. Cost/Share — Unrealized @ Report Date —
HDB HDFC BANK LTD 0.0%
Value $2.028M Shares 19,576 Share Price $103.60 Est. Cost/Share — Unrealized @ Report Date —
TENB TENABLE HLDGS INC 0.0%
Value $1.997M Shares 90,000 Share Price $22.19 Est. Cost/Share — Unrealized @ Report Date —
— ENCANA CORP 0.0%
Value $1.992M Shares 344,653 Share Price $5.78 Est. Cost/Share — Unrealized @ Report Date —
GLOB GLOBANT S A 0.0%
Value $1.953M Shares 34,680 Share Price $56.31 Est. Cost/Share — Unrealized @ Report Date —
— AERIE PHARMACEUTICALS INC 0.0%
Value $1.614M Shares 44,711 Share Price $36.10 Est. Cost/Share — Unrealized @ Report Date —
MPC MARATHON PETE CORP 0.0%
Value $1.516M Shares 25,692 Share Price $59.01 Est. Cost/Share — Unrealized @ Report Date —
SU SUNCOR ENERGY INC NEW 0.0%
Value $1.491M Shares 53,304 Share Price $27.97 Est. Cost/Share — Unrealized @ Report Date —
TAL TAL ED GROUP 0.0%
Value $1.476M Shares 55,307 Share Price $26.69 Est. Cost/Share — Unrealized @ Report Date —
WHD CACTUS INC 0.0%
Value $1.45M Shares 52,900 Share Price $27.41 Est. Cost/Share — Unrealized @ Report Date —
— CIMPRESS N V 0.0%
Value $1.418M Shares 13,707 Share Price $103.45 Est. Cost/Share — Unrealized @ Report Date —
MELI MERCADOLIBRE INC 0.0%
Value $1.356M Shares 4,629 Share Price $292.94 Est. Cost/Share — Unrealized @ Report Date —
BB BLACKBERRY LTD 0.0%
Value $1.221M Shares 171,714 Share Price $7.11 Est. Cost/Share — Unrealized @ Report Date —
OKTA OKTA INC 0.0%
Value $1.183M Shares 18,540 Share Price $63.81 Est. Cost/Share — Unrealized @ Report Date —
— WYNDHAM DESTINATIONS INC 0.0%
Value $1.147M Shares 32,000 Share Price $35.84 Est. Cost/Share — Unrealized @ Report Date —
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value $952K Shares 84,900 Share Price $11.21 Est. Cost/Share — Unrealized @ Report Date —
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.0%
Value $935K Shares 162,669 Share Price $5.75 Est. Cost/Share — Unrealized @ Report Date —
ET ENERGY TRASNFER EQUITY L P 0.0%
Value $901K Shares 68,200 Share Price $13.21 Est. Cost/Share — Unrealized @ Report Date —
TRGP TARGA RES CORP 0.0%
Value $900K Shares 25,000 Share Price $36.00 Est. Cost/Share — Unrealized @ Report Date —
VLO VALERO ENERGY CORP 0.0%
Value $892K Shares 11,900 Share Price $74.96 Est. Cost/Share — Unrealized @ Report Date —
MIDD MIDDLEBY CORP 0.0%
Value $883K Shares 8,600 Share Price $102.67 Est. Cost/Share — Unrealized @ Report Date —
UNH UNITEDHEALTH GROUP INC 0.0%
Value $727K Shares 2,917 Share Price $249.23 Est. Cost/Share — Unrealized @ Report Date —
SFM SPROUTS FMRS MKT INC 0.0%
Value $705K Shares 30,000 Share Price $23.50 Est. Cost/Share — Unrealized @ Report Date —
MPLX MPLX LP 0.0%
Value $651K Shares 21,500 Share Price $30.28 Est. Cost/Share — Unrealized @ Report Date —
— NOBLE MIDSTREAM PARTNERS LP 0.0%
Value $644K Shares 22,338 Share Price $28.83 Est. Cost/Share — Unrealized @ Report Date —
EOG EOG RES INC 0.0%
Value $608K Shares 6,968 Share Price $87.26 Est. Cost/Share — Unrealized @ Report Date —
— QAD INC 0.0%
Value $590K Shares 20,000 Share Price $29.50 Est. Cost/Share — Unrealized @ Report Date —
UA UNDER ARMOUR INC 0.0%
Value $582K Shares 36,000 Share Price $16.17 Est. Cost/Share — Unrealized @ Report Date —
ANAB ANAPTYSBIO INC 0.0%
Value $518K Shares 8,117 Share Price $63.82 Est. Cost/Share — Unrealized @ Report Date —
UPWK UPWORK INC 0.0%
Value $497K Shares 27,470 Share Price $18.09 Est. Cost/Share — Unrealized @ Report Date —
ZS ZSCALER INC 0.0%
Value $490K Shares 12,506 Share Price $39.18 Est. Cost/Share — Unrealized @ Report Date —
— ELLIE MAE INC 0.0%
Value $472K Shares 7,513 Share Price $62.82 Est. Cost/Share — Unrealized @ Report Date —
HUM HUMANA INC 0.0%
Value $310K Shares 1,083 Share Price $286.24 Est. Cost/Share — Unrealized @ Report Date —
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $306K Shares 1 Share Price $306000.00 Est. Cost/Share — Unrealized @ Report Date —
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value $300K Shares 9,505 Share Price $31.56 Est. Cost/Share — Unrealized @ Report Date —
ABT ABBOTT LABS 0.0%
Value $291K Shares 4,023 Share Price $72.33 Est. Cost/Share — Unrealized @ Report Date —
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $258K Shares 7,314 Share Price $35.27 Est. Cost/Share — Unrealized @ Report Date —
HCA HCA HEALTHCARE INC 0.0%
Value $247K Shares 1,985 Share Price $124.43 Est. Cost/Share — Unrealized @ Report Date —
MDT MEDTRONIC PLC 0.0%
Value $234K Shares 2,575 Share Price $90.87 Est. Cost/Share — Unrealized @ Report Date —
QCOM QUALCOMM INC 0.0%
Value $228K Shares 4,000 Share Price $57.00 Est. Cost/Share — Unrealized @ Report Date —
PG PROCTER & GAMBLE CO 0.0%
Value $165K Shares 1,796 Share Price $91.87 Est. Cost/Share — Unrealized @ Report Date —
DHR DANAHER CORP DEL 0.0%
Value $140K Shares 1,357 Share Price $103.17 Est. Cost/Share — Unrealized @ Report Date —
MCO MOODYS CORP 0.0%
Value $135K Shares 963 Share Price $140.19 Est. Cost/Share — Unrealized @ Report Date —
GS GOLDMAN SACHS GROUP INC 0.0%
Value $134K Shares 800 Share Price $167.50 Est. Cost/Share — Unrealized @ Report Date —
ESTC ELASTIC N V 0.0%
Value $131K Shares 1,831 Share Price $71.55 Est. Cost/Share — Unrealized @ Report Date —
PODD INSULET CORP 0.0%
Value $120K Shares 1,515 Share Price $79.21 Est. Cost/Share — Unrealized @ Report Date —
— VMWARE INC 0.0%
Value $119K Shares 870 Share Price $136.78 Est. Cost/Share — Unrealized @ Report Date —
— BLACKROCK INC 0.0%
Value $117K Shares 298 Share Price $392.62 Est. Cost/Share — Unrealized @ Report Date —
EQR EQUITY RESIDENTIAL 0.0%
Value $110K Shares 1,671 Share Price $65.83 Est. Cost/Share — Unrealized @ Report Date —
— TE CONNECTIVITY LTD 0.0%
Value $109K Shares 1,436 Share Price $75.91 Est. Cost/Share — Unrealized @ Report Date —
AVB AVALONBAY CMNTYS INC 0.0%
Value $107K Shares 617 Share Price $173.42 Est. Cost/Share — Unrealized @ Report Date —
LIVN LIVANOVA PLC 0.0%
Value $100K Shares 1,088 Share Price $91.91 Est. Cost/Share — Unrealized @ Report Date —
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value $90,000 Shares 824 Share Price $109.22 Est. Cost/Share — Unrealized @ Report Date —
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value $84,000 Shares 3,819 Share Price $22.00 Est. Cost/Share — Unrealized @ Report Date —
ACN ACCENTURE PLC IRELAND 0.0%
Value $84,000 Shares 593 Share Price $141.65 Est. Cost/Share — Unrealized @ Report Date —
STZ CONSTELLATION BRANDS INC 0.0%
Value $81,000 Shares 503 Share Price $161.03 Est. Cost/Share — Unrealized @ Report Date —
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value $81,000 Shares 283 Share Price $286.22 Est. Cost/Share — Unrealized @ Report Date —
— IHS MARKIT LTD 0.0%
Value $79,000 Shares 1,645 Share Price $48.02 Est. Cost/Share — Unrealized @ Report Date —
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $77,000 Shares 460 Share Price $167.39 Est. Cost/Share — Unrealized @ Report Date —
SUI SUN CMNTYS INC 0.0%
Value $76,000 Shares 747 Share Price $101.74 Est. Cost/Share — Unrealized @ Report Date —
ABBV ABBVIE INC 0.0%
Value $70,000 Shares 754 Share Price $92.84 Est. Cost/Share — Unrealized @ Report Date —
— DUKE REALTY CORP 0.0%
Value $68,000 Shares 2,637 Share Price $25.79 Est. Cost/Share — Unrealized @ Report Date —
ESS ESSEX PPTY TR INC 0.0%
Value $66,000 Shares 268 Share Price $246.27 Est. Cost/Share — Unrealized @ Report Date —
ITW ILLINOIS TOOL WKS INC 0.0%
Value $61,000 Shares 483 Share Price $126.29 Est. Cost/Share — Unrealized @ Report Date —
COST COSTCO WHSL CORP NEW 0.0%
Value $55,000 Shares 268 Share Price $205.22 Est. Cost/Share — Unrealized @ Report Date —
KW KENNEDY-WILSON HLDGS INC 0.0%
Value $55,000 Shares 3,044 Share Price $18.07 Est. Cost/Share — Unrealized @ Report Date —
— TWITTER INC 0.0%
Value $55,000 Shares 1,902 Share Price $28.92 Est. Cost/Share — Unrealized @ Report Date —
REXR REXFORD INDL RLTY INC 0.0%
Value $52,000 Shares 1,756 Share Price $29.61 Est. Cost/Share — Unrealized @ Report Date —
EL LAUDER ESTEE COS INC 0.0%
Value $50,000 Shares 388 Share Price $128.87 Est. Cost/Share — Unrealized @ Report Date —
KRC KILROY RLTY CORP 0.0%
Value $46,000 Shares 736 Share Price $62.50 Est. Cost/Share — Unrealized @ Report Date —
PSA PUBLIC STORAGE 0.0%
Value $45,000 Shares 222 Share Price $202.70 Est. Cost/Share — Unrealized @ Report Date —
HST HOST HOTELS & RESORTS INC 0.0%
Value $45,000 Shares 2,696 Share Price $16.69 Est. Cost/Share — Unrealized @ Report Date —
— ASSEMBLY BIOSCIENCES INC 0.0%
Value $43,000 Shares 1,895 Share Price $22.69 Est. Cost/Share — Unrealized @ Report Date —
— HCP INC 0.0%
Value $40,000 Shares 1,437 Share Price $27.84 Est. Cost/Share — Unrealized @ Report Date —
TXN TEXAS INSTRS INC 0.0%
Value $36,000 Shares 381 Share Price $94.49 Est. Cost/Share — Unrealized @ Report Date —
VNO VORNADO RLTY TR 0.0%
Value $34,000 Shares 548 Share Price $62.04 Est. Cost/Share — Unrealized @ Report Date —
— HUDSON PAC PPTYS INC 0.0%
Value $34,000 Shares 1,181 Share Price $28.79 Est. Cost/Share — Unrealized @ Report Date —
BXP BOSTON PROPERTIES INC 0.0%
Value $34,000 Shares 305 Share Price $111.48 Est. Cost/Share — Unrealized @ Report Date —
PEB PEBBLEBROOK HOTEL TR 0.0%
Value $29,000 Shares 1,028 Share Price $28.21 Est. Cost/Share — Unrealized @ Report Date —
WELL WELLTOWER INC 0.0%
Value $27,000 Shares 396 Share Price $68.18 Est. Cost/Share — Unrealized @ Report Date —
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $27,000 Shares 1,706 Share Price $15.83 Est. Cost/Share — Unrealized @ Report Date —
SJM SMUCKER J M CO 0.0%
Value $23,000 Shares 251 Share Price $91.63 Est. Cost/Share — Unrealized @ Report Date —
— BROOKFIELD PPTY PARTNERS L P 0.0%
Value $14,000 Shares 892 Share Price $15.70 Est. Cost/Share — Unrealized @ Report Date —
CYH COMMUNITY HEALTH SYS INC NEW 0.0%
Value $0 Shares 100 Share Price $0.00 Est. Cost/Share — Unrealized @ Report Date —