Filling information for KORNITZER CAPITAL MANAGEMENT INC /KS as Treemap, investor disclosed 481 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | Amount previous period | Change in % | |
---|---|---|---|---|---|---|---|---|
88579Y101 | 88579Y101 | 3M CO | COM | 9762091 | 92875 | 0 | 100 | |
282914100 | 282914100 | 8X8 INC. | COM | 733503 | 175900 | 0 | 100 | |
00206R102 | 00206R102 | A T & T INC | COM | 19463579 | 1011095 | 0 | 100 | |
831865209 | 831865209 | A. O. SMITH CORP | COM | 2281950 | 33000 | 0 | 100 | |
000375204 | 000375204 | ABB LTD (SW) | COM | 19762288 | 576160 | 0 | 100 | |
002824100 | 002824100 | ABBOTT LABORATORIES | COM | 30570090 | 301897 | 0 | 100 | |
00287Y109 | 00287Y109 | ABBVIE INC COM | COM | 3211624 | 20152 | 0 | 100 | |
00386B109 | 00386B109 | ABSOLUTE SOFTWARE CORPORATION | COM | 1880766 | 240200 | 0 | 100 | |
00436Q106 | 00436Q106 | ACCEL ENTERTAINMENT INC | COM | 1428448 | 156800 | 0 | 100 | |
G1151C101 | G1151C101 | ACCENTURE PLC | COM | 535894 | 1875 | 0 | 100 | |
00507V109 | 00507V109 | ACTIVISION BLIZZARD INC. | COM | 928395 | 10847 | 0 | 100 | |
00724F101 | 00724F101 | ADOBE INC | COM | 3487213 | 9049 | 0 | 100 | |
00486H105 | 00486H105 | ADTRAN HOLDCO | COM | 8596421 | 542019 | 0 | 100 | |
00790R104 | 00790R104 | ADVANCED DRAINAGE SYSTEMS INC | COM | 6891746 | 81840 | 0 | 100 | |
007903107 | 007903107 | ADVANCED MICRO DEVICES | COM | 616189 | 6287 | 0 | 100 | |
00766T100 | 00766T100 | AECOM TECHNOLOGY COR | COM | 1138320 | 13500 | 0 | 100 | |
00846U101 | 00846U101 | AGILENT TECHNOLOGIES INC | COM | 10972299 | 79314 | 0 | 100 | |
009158106 | 009158106 | AIR PRODUCTS & CHEMICALS INC | COM | 5189310 | 18068 | 0 | 100 | |
00922RAB1 | 00922RAB1 | AIR TRANSPORT SERVICES G (ATSG | CONV | 948100 | 1000000 | 0 | 100 | |
00922R105 | 00922R105 | AIR TRANSPORT SERVICES GROUP I | COM | 1647653 | 79100 | 0 | 100 | |
009496100 | 009496100 | AIRSCULPT TECHNOLOGIES INC | COM | 428400 | 85000 | 0 | 100 | |
H01301128 | H01301128 | ALCON INC | COM | 13871056 | 196641 | 0 | 100 | |
016255101 | 016255101 | ALIGN TECHNOLOGY INC | COM | 268983 | 805 | 0 | 100 | |
020002101 | 020002101 | ALLSTATE CORP | COM | 24744205 | 223303 | 0 | 100 | |
02079K305 | 02079K305 | ALPHABET INC - CLASS A (GOOGL) | COM | 38304273 | 369269 | 0 | 100 | |
02079K107 | 02079K107 | ALPHABET INC- CLASS C (non-vot | COM | 9291048 | 89337 | 0 | 100 | |
02209S103 | 02209S103 | ALTRIA GROUP (MO) | COM | 260625 | 5841 | 0 | 100 | |
023111206 | 023111206 | AMARIN CORP | COM | 135682 | 90455 | 0 | 100 | |
023135106 | 023135106 | AMAZON.COM INC | COM | 24084852 | 233177 | 0 | 100 | |
G037AX101 | G037AX101 | AMBARELLA INC | COM | 8000970 | 103345 | 0 | 100 | |
025537101 | 025537101 | AMERICAN ELECTRIC POWER | COM | 1428543 | 15700 | 0 | 100 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP (REIT) | COM | 694756 | 3400 | 0 | 100 | |
031100100 | 031100100 | AMETEK INC. | COM | 22214417 | 152855 | 0 | 100 | |
031162100 | 031162100 | AMGEN | COM | 4023687 | 16644 | 0 | 100 | |
032095101 | 032095101 | AMPHENOL CP | COM | 13018078 | 159301 | 0 | 100 | |
03524A108 | 03524A108 | ANHEUSER-BUSCH COMPANIES INC | COM | 276262 | 4140 | 0 | 100 | |
03662Q105 | 03662Q105 | ANSYS INC | COM | 7634099 | 22939 | 0 | 100 | |
G0403H108 | G0403H108 | AON PLC | COM | 13620528 | 43200 | 0 | 100 | |
03743Q108 | 03743Q108 | APA CORPORATION (formerly Apac | COM | 44927947 | 1245922 | 0 | 100 | |
03753UAB2 | 03753UAB2 | APELLIS PHARMACEUTICALS INC (A | CONV | 557437 | 300000 | 0 | 100 | |
037598109 | 037598109 | APOGEE ENTERPRISES INC | COM | 1271550 | 29400 | 0 | 100 | |
037833100 | 037833100 | APPLE INC | COM | 89029840 | 539902 | 0 | 100 | |
038222105 | 038222105 | APPLIED MATERIALS | COM | 2685924 | 21867 | 0 | 100 | |
G6095L109 | G6095L109 | APTIV PLC | COM | 18818302 | 167736 | 0 | 100 | |
039483102 | 039483102 | ARCHER DANIELS MIDLAND | COM | 19174799 | 240708 | 0 | 100 | |
040413106 | 040413106 | ARISTA NETWORKS | COM | 11446709 | 68192 | 0 | 100 | |
04271T100 | 04271T100 | ARRAY TECHNOLOGIES INC | COM | 10327579 | 472010 | 0 | 100 | |
04271TAB6 | 04271TAB6 | ARRAY TECHNOLOGIES INC (ARRY) | CONV | 1101768 | 1000000 | 0 | 100 | |
04280A100 | 04280A100 | ARROWHEAD PHARMACEUTICALS | COM | 3213354 | 126510 | 0 | 100 | |
N07059210 | N07059210 | ASML HOLDING NV ORD | COM | 9530621 | 14001 | 0 | 100 | |
29109X106 | 29109X106 | ASPEN TECH | COM | 10602860 | 46327 | 0 | 100 | |
046353108 | 046353108 | ASTRAZENECA PLC - SPONS ADR (U | COM | 21859847 | 314938 | 0 | 100 | |
052769106 | 052769106 | AUTODESK | COM | 9160913 | 44009 | 0 | 100 | |
05352A100 | 05352A100 | AVANTOR INC | COM | 12135903 | 574073 | 0 | 100 | |
05368M106 | 05368M106 | AVID BIOSERVICES | COM | 12803888 | 682510 | 0 | 100 | |
114340102 | 114340102 | AZENTA INC | COM | 14012509 | 314041 | 0 | 100 | |
05508R106 | 05508R106 | B&G FOODS | COM | 11046256 | 711285 | 0 | 100 | |
05722G100 | 05722G100 | BAKER HUGHES CO | COM | 4791424 | 166023 | 0 | 100 | |
060505104 | 060505104 | BANK OF AMERICA CORP | COM | 3063232 | 107106 | 0 | 100 | |
071813109 | 071813109 | BAXTER INTL INC | COM | 7507494 | 185096 | 0 | 100 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC. - CLAS | COM | 775630 | 2512 | 0 | 100 | |
088606108 | 088606108 | BHP GROUP LIMITED | COM | 8201132 | 129335 | 0 | 100 | |
090572207 | 090572207 | BIO RAD LABORATORIES INC CL A | COM | 21888819 | 45695 | 0 | 100 | |
09073M104 | 09073M104 | BIO-TECHE CORPORATION | COM | 13890371 | 187227 | 0 | 100 | |
09247X101 | 09247X101 | BLACKROCK INC | COM | 752760 | 1125 | 0 | 100 | |
097023105 | 097023105 | BOEING CO. | COM | 642601 | 3025 | 0 | 100 | |
09857L108 | 09857L108 | BOOKING HOLDINGS INC | COM | 18489950 | 6971 | 0 | 100 | |
100557107 | 100557107 | BOSTON BEER COMPANY CLASS A | COM | 5710834 | 17374 | 0 | 100 | |
101137107 | 101137107 | BOSTON SCIENTIFIC CORPORATION | COM | 16483084 | 329464 | 0 | 100 | |
103002101 | 103002101 | BOWMAN CONSULTING GROUP LTD | COM | 2052765 | 71500 | 0 | 100 | |
055622104 | 055622104 | BP PLC, INC ADR (UK) | COM | 15010657 | 395642 | 0 | 100 | |
110122108 | 110122108 | BRISTOL MYERS SQUIBB CO | COM | 18337069 | 264566 | 0 | 100 | |
11135F101 | 11135F101 | BROADCOM INC (AVGO) | COM | 1977226 | 3082 | 0 | 100 | |
05589G102 | 05589G102 | BRP GROUP | COM | 8946389 | 351390 | 0 | 100 | |
12008R107 | 12008R107 | BUILDERS FIRSTSOURCE INC | COM | 10185641 | 114729 | 0 | 100 | |
G16962105 | G16962105 | BUNGE LTD | COM | 7232106 | 75713 | 0 | 100 | |
G17977110 | G17977110 | BURFORD CAPITAL LTD (BUR) | COM | 1999648 | 180800 | 0 | 100 | |
08975P108 | 08975P108 | BigCommerce HOLDINGS | COM | 7447646 | 833070 | 0 | 100 | |
09062W204 | 09062W204 | BioLife Solutions | COM | 1529025 | 70300 | 0 | 100 | |
127203107 | 127203107 | CACTUS, INC | COM | 13519729 | 327910 | 0 | 100 | |
12763L105 | 12763L105 | CADRE HOLDINGS INC | COM | 1723200 | 80000 | 0 | 100 | |
13100M509 | 13100M509 | CALIX, INC | COM | 35199145 | 656823 | 0 | 100 | |
G17766109 | G17766109 | CAMBIUM NETWORKS CORPORATION | COM | 5540335 | 312660 | 0 | 100 | |
134429109 | 134429109 | CAMPBELL SOUP CO | COM | 2527431 | 45970 | 0 | 100 | |
136375102 | 136375102 | CANADIAN NATIONAL RAILWAY CO | COM | 7903990 | 67000 | 0 | 100 | |
13646K108 | 13646K108 | CANADIAN PACIFIC KANSAS CITY L | COM | 7329997 | 95269 | 0 | 100 | |
143130102 | 143130102 | CARMAX INC | COM | 1489560 | 23173 | 0 | 100 | |
14843C105 | 14843C105 | CASTLE BIOSCIENCES | COM | 14727649 | 648224 | 0 | 100 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 202981 | 887 | 0 | 100 | |
12504L109 | 12504L109 | CBRE GROUP INC - CL A | COM | 6758734 | 92827 | 0 | 100 | |
156727109 | 156727109 | CERENCE INC | COM | 1289331 | 45900 | 0 | 100 | |
156727AB5 | 156727AB5 | CERENCE INC (CRNC) - 26.7271 c | CONV | 2848974 | 2721000 | 0 | 100 | |
15872M104 | 15872M104 | CHAMPIONX CORP | COM | 15060270 | 555115 | 0 | 100 | |
159864107 | 159864107 | CHARLES RIVER LABS | COM | 7426976 | 36800 | 0 | 100 | |
16115Q308 | 16115Q308 | CHART INDUSTRIES INC | COM | 10019460 | 79900 | 0 | 100 | |
166764100 | 166764100 | CHEVRON CORP | COM | 73756152 | 452048 | 0 | 100 | |
169656105 | 169656105 | CHIPOTLE MEXICAN GRILL- CLASS | COM | 9059062 | 5303 | 0 | 100 | |
171340102 | 171340102 | CHURCH & DWIGHT CO. INC. | COM | 313237 | 3543 | 0 | 100 | |
171779309 | 171779309 | CIENA CORPORATION | COM | 25963840 | 494361 | 0 | 100 | |
172062101 | 172062101 | CINCINNATI FINANCIAL CORP | COM | 20027911 | 178693 | 0 | 100 | |
172908105 | 172908105 | CINTAS CORPORATION | COM | 1295504 | 2800 | 0 | 100 | |
17275R102 | 17275R102 | CISCO SYS INC COM | COM | 46549424 | 890472 | 0 | 100 | |
172967424 | 172967424 | CITIGROUP INC | COM | 1145523 | 24430 | 0 | 100 | |
174610105 | 174610105 | CITIZENS FINANCIAL GROUP INC | COM | 15825351 | 521085 | 0 | 100 | |
185899101 | 185899101 | CLEVELAND-CLIFFS INC | COM | 6340347 | 345900 | 0 | 100 | |
189054109 | 189054109 | CLOROX CO | COM | 36579550 | 231165 | 0 | 100 | |
12572Q105 | 12572Q105 | CME GROUP INC. | COM | 13465005 | 70306 | 0 | 100 | |
191216100 | 191216100 | COCA-COLA | COM | 45851087 | 739176 | 0 | 100 | |
194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 8582280 | 114202 | 0 | 100 | |
194693107 | 194693107 | COLLIERS INTL GROUP INC | COM | 651243 | 6170 | 0 | 100 | |
20030N101 | 20030N101 | COMCAST CORP CLASS A | COM | 16110234 | 424960 | 0 | 100 | |
201723103 | 201723103 | COMMERCIAL METALS CO | COM | 1095115 | 22395 | 0 | 100 | |
20369C106 | 20369C106 | COMMUNITY HEALTHCARE TRUST INC | COM | 2661040 | 72706 | 0 | 100 | |
20451Q104 | 20451Q104 | COMPASS DIVERSIFIED HOLDINGS | COM | 2684556 | 140700 | 0 | 100 | |
20451N101 | 20451N101 | COMPASS MINERALS INTERNATIONAL | COM | 5228985 | 152493 | 0 | 100 | |
205887102 | 205887102 | CONAGRA BRANDS | COM | 24857734 | 661814 | 0 | 100 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 54300113 | 547325 | 0 | 100 | |
217204106 | 217204106 | COPART INC | COM | 29792636 | 396126 | 0 | 100 | |
45816D100 | 45816D100 | CORECARD CORP | COM | 858705 | 28500 | 0 | 100 | |
219350105 | 219350105 | CORNING INC | COM | 7214478 | 204492 | 0 | 100 | |
22052L104 | 22052L104 | CORTEVA INC (CTVA) | COM | 1549304 | 25689 | 0 | 100 | |
22160N109 | 22160N109 | COSTAR GROUP INC | COM | 20722060 | 300974 | 0 | 100 | |
22160K105 | 22160K105 | COSTCO WHOLESALE | COM | 60771673 | 122309 | 0 | 100 | |
12626K203 | 12626K203 | CRH PLC - SPONS ADR | COM | 5693625 | 111925 | 0 | 100 | |
22788C105 | 22788C105 | CROWDSTRIKE HOLDINGS INC - A | COM | 10010097 | 72928 | 0 | 100 | |
126650100 | 126650100 | CVS HEALTH CORP | COM | 2454682 | 33033 | 0 | 100 | |
M2682V108 | M2682V108 | CYBER-ARK SOFTWARE LTD/ISRAEL | COM | 1050658 | 7100 | 0 | 100 | |
235851102 | 235851102 | DANAHER CORP | COM | 2953909 | 11720 | 0 | 100 | |
237194105 | 237194105 | DARDEN RESTAURANTS INC | COM | 8756610 | 56436 | 0 | 100 | |
244199105 | 244199105 | DEERE & CO | COM | 274978 | 666 | 0 | 100 | |
24664T103 | 24664T103 | DELEK LOGISTICS PARTNERS LP (A | COM | 6638800 | 140000 | 0 | 100 | |
25243Q205 | 25243Q205 | DIAGEO PLC ADR (UK) | COM | 15180166 | 83785 | 0 | 100 | |
253868103 | 253868103 | DIGITAL REALTY TRUST INC | COM | 8877393 | 90300 | 0 | 100 | |
254687106 | 254687106 | DISNEY (WALT) CO. | COM | 1837886 | 18355 | 0 | 100 | |
256677105 | 256677105 | DOLLAR GENERAL CORP | COM | 5661164 | 26899 | 0 | 100 | |
260003108 | 260003108 | DOVER CORP | COM | 1219470 | 8026 | 0 | 100 | |
260557103 | 260557103 | DOW INC (DOW) | COM | 27711455 | 505499 | 0 | 100 | |
26622P107 | 26622P107 | DOXIMITY INC - CL A | COM | 5167071 | 159576 | 0 | 100 | |
26614N102 | 26614N102 | DUPONT DE NEMOURS INC (DD) | COM | 2275181 | 31701 | 0 | 100 | |
25862V105 | 25862V105 | DoubleVerify | COM | 39266998 | 1302388 | 0 | 100 | |
277432100 | 277432100 | EASTMAN CHEMICAL CO | COM | 8901244 | 105540 | 0 | 100 | |
G29183103 | G29183103 | EATON CORP PLC | COM | 1308352 | 7636 | 0 | 100 | |
278865100 | 278865100 | ECOLAB INC | COM | 12038831 | 72729 | 0 | 100 | |
281020107 | 281020107 | EDISON INTERNATIONAL INC | COM | 2156524 | 30550 | 0 | 100 | |
28176E108 | 28176E108 | EDWARDS LIFESCIENCES CORP | COM | 12082799 | 146051 | 0 | 100 | |
28414H103 | 28414H103 | ELANCO ANIMAL HEALTH INC | COM | 734375 | 78125 | 0 | 100 | |
28618M106 | 28618M106 | ELEMENT SOLUTIONS INC | COM | 2655125 | 137500 | 0 | 100 | |
036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 1551859 | 3375 | 0 | 100 | |
532457108 | 532457108 | ELI LILLY & CO COM | COM | 55347971 | 161167 | 0 | 100 | |
291011104 | 291011104 | EMERSON ELECTRIC CO | COM | 13627389 | 156385 | 0 | 100 | |
29261A100 | 29261A100 | ENCOMPASS HEALTH CORPORATION | COM | 1918224 | 35457 | 0 | 100 | |
29260V105 | 29260V105 | ENDAVA PLC - ADR | COM | 10289961 | 153170 | 0 | 100 | |
29260Y109 | 29260Y109 | ENDEAVOR GROUP HOLD-CLASS A | COM | 1531520 | 64000 | 0 | 100 | |
29273V100 | 29273V100 | ENERGY TRANSFER EQUITY LP (K-1 | COM | 2027622 | 162600 | 0 | 100 | |
29362U104 | 29362U104 | ENTEGRIS, INC | COM | 573660 | 6995 | 0 | 100 | |
293792107 | 293792107 | ENTERPRISE PRODUCTS PARTNERS ( | COM | 1363635 | 52650 | 0 | 100 | |
29404K106 | 29404K106 | ENVESTNET INC | COM | 1584383 | 27005 | 0 | 100 | |
29415F104 | 29415F104 | ENVISTA HOLDINGS CORP | COM | 1586553 | 38810 | 0 | 100 | |
29415B103 | 29415B103 | ENVIVA INC | COM | 496736 | 17200 | 0 | 100 | |
26875P101 | 26875P101 | EOG RESOURCES INC | COM | 521910 | 4553 | 0 | 100 | |
29414B104 | 29414B104 | EPAM SYSTEMS, INC | COM | 8973588 | 30012 | 0 | 100 | |
294429105 | 294429105 | EQUIFAX INC | COM | 3272418 | 16133 | 0 | 100 | |
29444U700 | 29444U700 | EQUINIX INC | COM | 1133475 | 1572 | 0 | 100 | |
G31249108 | G31249108 | ESTABLISHMENT LABS HOLDINGS | COM | 20618701 | 304380 | 0 | 100 | |
29786AAN6 | 29786AAN6 | ETSY INC (ETSY) - 4.0518 conv | CONV | 825323 | 1000000 | 0 | 100 | |
298736109 | 298736109 | EURONET WORLDWIDE | COM | 1680738 | 15020 | 0 | 100 | |
29882P106 | 29882P106 | EUROPEAN WAX CENTER | COM | 12383877 | 651783 | 0 | 100 | |
29975E109 | 29975E109 | EVENTBRITE INC-CLASS A | COM | 5832204 | 679744 | 0 | 100 | |
30034W106 | 30034W106 | EVERGY INC | COM | 402108 | 6579 | 0 | 100 | |
30034T103 | 30034T103 | EVERI HOLDINGS | COM | 26829477 | 1564401 | 0 | 100 | |
30050B101 | 30050B101 | EVOLENT HEALTH INC CLASS A | COM | 17817354 | 549071 | 0 | 100 | |
30063PAC9 | 30063PAC9 | EXACT SCIENCES (EXAS) - 8.2076 | CONV | 658564 | 750000 | 0 | 100 | |
30212P303 | 30212P303 | EXPEDIA GROUP, INC | COM | 11590428 | 119452 | 0 | 100 | |
30231G102 | 30231G102 | EXXON MOBIL CORP COM | COM | 75864872 | 691819 | 0 | 100 | |
315616102 | 315616102 | F5 INC | COM | 12645164 | 86795 | 0 | 100 | |
303250104 | 303250104 | FAIR ISAAC CORP | COM | 2578872 | 3670 | 0 | 100 | |
307305102 | 307305102 | FANUC CORP ADR | COM | 323100 | 18000 | 0 | 100 | |
311900104 | 311900104 | FASTENAL COMPANY | COM | 12009471 | 222645 | 0 | 100 | |
313855108 | 313855108 | FEDERAL SIGNAL | COM | 2677974 | 49400 | 0 | 100 | |
31428X106 | 31428X106 | FEDEX CORPORATION | COM | 9507469 | 41610 | 0 | 100 | |
G3421J106 | G3421J106 | FERGUSON PLC | COM | 2140000 | 16000 | 0 | 100 | |
33748L101 | 33748L101 | FIRST WATCH RESTAURANT GROUP | COM | 9535095 | 593717 | 0 | 100 | |
33767E202 | 33767E202 | FIRSTSERVICE CORP NEW | COM | 358820 | 2545 | 0 | 100 | |
33829M101 | 33829M101 | FIVE BELOW, INC. | COM | 14697607 | 71358 | 0 | 100 | |
338307101 | 338307101 | FIVE9 INC | COM | 26881759 | 371860 | 0 | 100 | |
339041105 | 339041105 | FLEETCOR TECHNOLOGIES, INC | COM | 8162214 | 38711 | 0 | 100 | |
339750101 | 339750101 | FLOOR & DECOR HOLDINGS | COM | 8752090 | 89107 | 0 | 100 | |
302491303 | 302491303 | FMC CORP | COM | 10167811 | 83254 | 0 | 100 | |
345370860 | 345370860 | FORD MOTOR CO | COM | 3493060 | 277227 | 0 | 100 | |
34959E109 | 34959E109 | FORTINET INC. | COM | 491804 | 7400 | 0 | 100 | |
302941109 | 302941109 | FTI CONSULTING INC. | COM | 12856366 | 65145 | 0 | 100 | |
363576109 | 363576109 | GALLAGHER ARTHUR J & CO | COM | 64422686 | 336745 | 0 | 100 | |
366651107 | 366651107 | GARTNER INC | COM | 5375205 | 16500 | 0 | 100 | |
369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 27269954 | 119495 | 0 | 100 | |
370334104 | 370334104 | GENERAL MILLS | COM | 34604805 | 404924 | 0 | 100 | |
372460105 | 372460105 | GENUINE PARTS CO | COM | 17660407 | 105555 | 0 | 100 | |
36168Q104 | 36168Q104 | GFL ENVIRONMENTAL INC-SUB VT | COM | 6888000 | 200000 | 0 | 100 | |
375558103 | 375558103 | GILEAD SCIENCES INC | COM | 31340922 | 377738 | 0 | 100 | |
37940X102 | 37940X102 | GLOBAL PAYMENTS INC | COM | 19386050 | 184208 | 0 | 100 | |
380237107 | 380237107 | GODADDY, INC. | COM | 12215408 | 157172 | 0 | 100 | |
28252C117 | 28252C117 | GOEDEKER WRTS -buy 1 GOED @2.2 | WT | 118680 | 1200000 | 0 | 100 | |
384802104 | 384802104 | GRAINGER W W INC | COM | 1660721 | 2411 | 0 | 100 | |
388689101 | 388689101 | GRAPHIC PACKAGING HOLDING CO | COM | 1113913 | 43700 | 0 | 100 | |
393657AK7 | 393657AK7 | GREENBRIER COS INC (GBX) - 16. | CONV | 981221 | 1000000 | 0 | 100 | |
393657AM3 | 393657AM3 | GREENBRIER COS INC (GBX) - 18. | CONV | 848500 | 1000000 | 0 | 100 | |
39813G109 | 39813G109 | GRID DYNAMICS HOLDINGS INC | COM | 6501029 | 567280 | 0 | 100 | |
37733W204 | 37733W204 | GSK, INC | COM | 18650182 | 524176 | 0 | 100 | |
401617105 | 401617105 | GUESS INC | COM | 8435151 | 433461 | 0 | 100 | |
40171V100 | 40171V100 | GUIDEWIRE SOFTWARE INC | COM | 7918399 | 96507 | 0 | 100 | |
40171VAA8 | 40171VAA8 | GUIDEWIRE SOFTWARE INC (GWRE) | CONV | 487250 | 500000 | 0 | 100 | |
405552100 | 405552100 | HALEON PLC ADS | COM | 5145351 | 632107 | 0 | 100 | |
40637H109 | 40637H109 | HALOZYME THERAPEUTICS, INC | COM | 16199969 | 424194 | 0 | 100 | |
407497106 | 407497106 | HAMILTON LANE INC - CLASS A | COM | 13055842 | 176478 | 0 | 100 | |
418056107 | 418056107 | HASBRO INC | COM | 2384212 | 44407 | 0 | 100 | |
40412C101 | 40412C101 | HCA HEALTHCARE INC | COM | 2834560 | 10750 | 0 | 100 | |
40415F101 | 40415F101 | HDFC BANK LTD | COM | 3666850 | 55000 | 0 | 100 | |
42226A107 | 42226A107 | HEALTHEQUITY INC | COM | 24493577 | 417196 | 0 | 100 | |
42222N103 | 42222N103 | HEALTHSTREAM INC | COM | 1818410 | 67100 | 0 | 100 | |
423452101 | 423452101 | HELMERICH & PAYNE INC | COM | 11337826 | 317142 | 0 | 100 | |
427866108 | 427866108 | HERSHEY FOODS | COM | 334549 | 1315 | 0 | 100 | |
42809H107 | 42809H107 | HESS CORP | COM | 88967153 | 672262 | 0 | 100 | |
403949100 | 403949100 | HF SINCLAIR CORP | COM | 10724636 | 221675 | 0 | 100 | |
431636109 | 431636109 | HILLMAN SOLUTIONS CORP | COM | 1347200 | 160000 | 0 | 100 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 7481882 | 25352 | 0 | 100 | |
438516106 | 438516106 | HONEYWELL INTERNATIONAL INC. | COM | 3831383 | 20047 | 0 | 100 | |
G46188101 | G46188101 | HORIZON THERAPEUTICS PUBLIC LM | COM | 2695758 | 24700 | 0 | 100 | |
443573100 | 443573100 | HUBSPOT INC | COM | 364437 | 850 | 0 | 100 | |
464287432 | 464287432 | I-SHARES BARCLAYS 20 YR TREAS | COM | 1310478 | 12320 | 0 | 100 | |
44925C103 | 44925C103 | ICF INTL INC | COM | 16933731 | 154364 | 0 | 100 | |
45104G104 | 45104G104 | ICICI BANK LTD. - SPON ADR (IN | COM | 7930218 | 367480 | 0 | 100 | |
G4705A100 | G4705A100 | ICON PLC - SPONSORED ADR | COM | 9029517 | 42275 | 0 | 100 | |
45168D104 | 45168D104 | IDEXX LABORATORIES INC | COM | 11816890 | 23630 | 0 | 100 | |
452308109 | 452308109 | ILLINOIS TOOL WORKS INC | COM | 475214 | 1952 | 0 | 100 | |
452327109 | 452327109 | ILLUMINA INC | COM | 6767205 | 29100 | 0 | 100 | |
M5425M103 | M5425M103 | IN MODE LTD | COM | 521907 | 16330 | 0 | 100 | |
45687V106 | 45687V106 | INGERSOLL-RAND PLC | COM | 16777018 | 288364 | 0 | 100 | |
457730109 | 457730109 | INSPIRE MEDICAL SYSTEMS INC | COM | 11740951 | 50160 | 0 | 100 | |
45784P101 | 45784P101 | INSULET CORP | COM | 454518 | 1425 | 0 | 100 | |
459200101 | 459200101 | INT'L BUSINESS MACHINES | COM | 36288203 | 276819 | 0 | 100 | |
458140100 | 458140100 | INTEL CORP | COM | 19149292 | 586143 | 0 | 100 | |
45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE INC | COM | 9677382 | 92793 | 0 | 100 | |
459506101 | 459506101 | INTERNATIONAL FLAVORS & FRAGRA | COM | 8773904 | 95410 | 0 | 100 | |
460146103 | 460146103 | INTERNATIONAL PAPER | COM | 964749 | 26754 | 0 | 100 | |
461202103 | 461202103 | INTUIT INC | COM | 2250104 | 5047 | 0 | 100 | |
46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM | 1921645 | 7522 | 0 | 100 | |
46138B103 | 46138B103 | INVESCO DB COMMODITY INDEX TRA | COM | 481566 | 20285 | 0 | 100 | |
46266C105 | 46266C105 | IQVIA HOLDINGS INC | COM | 11667285 | 58662 | 0 | 100 | |
464287440 | 464287440 | ISHARES 7-10 YR TREASURY BOND | COM | 992588 | 10014 | 0 | 100 | |
464285204 | 464285204 | ISHARES COMEX GOLD TRUST | COM | 516977 | 13834 | 0 | 100 | |
464287598 | 464287598 | ISHARES RUSSELL 1000 VALUE | COM | 1380694 | 9068 | 0 | 100 | |
464287655 | 464287655 | ISHARES RUSSELL 2000 - INDEX F | COM | 330218 | 1851 | 0 | 100 | |
464287200 | 464287200 | ISHARES S&P 500 INDEX FUND | COM | 1356975 | 3301 | 0 | 100 | |
46625H100 | 46625H100 | J P MORGAN CHASE | COM | 11835145 | 90823 | 0 | 100 | |
47103N106 | 47103N106 | JANUS INTERNATIONAL GROUP | COM | 8247249 | 836435 | 0 | 100 | |
G50871105 | G50871105 | JAZZ PHARMACEUTICALS PLC | COM | 2783928 | 19025 | 0 | 100 | |
832696405 | 832696405 | JM SMUCKER CO | COM | 473684 | 3010 | 0 | 100 | |
477839104 | 477839104 | JOHN BEAN TECHNOLOGIES | COM | 10624081 | 97210 | 0 | 100 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 53789185 | 347027 | 0 | 100 | |
48563L101 | 48563L101 | KARAT PACKAGING INC | COM | 4038950 | 302997 | 0 | 100 | |
48242W106 | 48242W106 | KBR INC | COM | 937226 | 17025 | 0 | 100 | |
487836108 | 487836108 | KELLOGG CO | COM | 20061953 | 299611 | 0 | 100 | |
49271V100 | 49271V100 | KEURIG DR PEPPER INC | COM | 2769127 | 78490 | 0 | 100 | |
49338L103 | 49338L103 | KEYSIGHT TECHNOLOGIES, INC | COM | 13188395 | 81672 | 0 | 100 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 37213300 | 277256 | 0 | 100 | |
49456B101 | 49456B101 | KINDER MORGAN INC | COM | 45358272 | 2590421 | 0 | 100 | |
49714P108 | 49714P108 | KINSALE CAPITAL GROUP INC | COM | 5612805 | 18700 | 0 | 100 | |
M6372Q113 | M6372Q113 | KORNIT DIGITAL LTD | COM | 8521498 | 440160 | 0 | 100 | |
500754106 | 500754106 | KRAFT HEINZ CO | COM | 12779700 | 330481 | 0 | 100 | |
50077B207 | 50077B207 | KRATOS DEFENSE & SECURITY SOLU | COM | 539200 | 40000 | 0 | 100 | |
502431109 | 502431109 | L3 HARRIS TECHNOLOGIES | COM | 1295184 | 6600 | 0 | 100 | |
513272104 | 513272104 | LAMB WESTON HOLDINGS INC | COM | 940680 | 9000 | 0 | 100 | |
51504L107 | 51504L107 | LANDMARK BANCORP INC. | COM | 2381003 | 115247 | 0 | 100 | |
517834107 | 517834107 | LAS VEGAS SANDS CORP | COM | 287250 | 5000 | 0 | 100 | |
50187T106 | 50187T106 | LGI HOMES, INC. | COM | 1585017 | 13900 | 0 | 100 | |
531229870 | 531229870 | LIBERTY MEDIA CORP FORMULA ONE | COM | 1507207 | 22329 | 0 | 100 | |
53220K504 | 53220K504 | LIGAND PHARMACEUTICALS | COM | 9966056 | 135482 | 0 | 100 | |
G54950103 | G54950103 | LINDE AG | COM | 19133691 | 53831 | 0 | 100 | |
535919401 | 535919401 | LIONS GATE ENTERTAINMENT CL A | COM | 3429885 | 309836 | 0 | 100 | |
535919500 | 535919500 | LIONS GATE ENTERTAINMENT CL B | COM | 9388513 | 904481 | 0 | 100 | |
538034AU3 | 538034AU3 | LIVE NATION (LYV) 9.4469 conv | CONV | 486500 | 500000 | 0 | 100 | |
538034109 | 538034109 | LIVE NATION ENTERTAINMENT INC. | COM | 1647590 | 23537 | 0 | 100 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 2599542 | 5499 | 0 | 100 | |
548661107 | 548661107 | LOWES COMPANIES INC. | COM | 224166 | 1121 | 0 | 100 | |
550021109 | 550021109 | LULULEMON ATHLETICA, INC | COM | 11693413 | 32108 | 0 | 100 | |
55024UAD1 | 55024UAD1 | LUMENTUM HOLDINGS (LITE) - 10. | CONV | 648750 | 750000 | 0 | 100 | |
502441306 | 502441306 | LVMH MOET HENNESSY LOU-ADR (FR | COM | 761440 | 4150 | 0 | 100 | |
56117J100 | 56117J100 | MALIBU BOATS, INC | COM | 1501570 | 26600 | 0 | 100 | |
562750109 | 562750109 | MANHATTAN ASSOCIATES | COM | 689082 | 4450 | 0 | 100 | |
56585A102 | 56585A102 | MARATHON PETROLEUM CORP | COM | 11844276 | 87846 | 0 | 100 | |
57060D108 | 57060D108 | MARKETAXESS HOLDINGS, INC. | COM | 4494357 | 11486 | 0 | 100 | |
571903202 | 571903202 | MARRIOTT INTERNATIONAL CLASS A | COM | 9452159 | 56927 | 0 | 100 | |
573284106 | 573284106 | MARTIN MARIETTA MATERIALS INC | COM | 25146414 | 70823 | 0 | 100 | |
573874104 | 573874104 | MARVELL TECHNOLOGY INC | COM | 437330 | 10100 | 0 | 100 | |
576323109 | 576323109 | MASTEC INC | COM | 29806586 | 315614 | 0 | 100 | |
57636Q104 | 57636Q104 | MASTERCARD INC-CLASS A | COM | 9211717 | 25348 | 0 | 100 | |
576485205 | 576485205 | MATADOR RESOURCES | COM | 6692681 | 140455 | 0 | 100 | |
57776J100 | 57776J100 | MAXLINEAR INC | COM | 12558703 | 356680 | 0 | 100 | |
579780206 | 579780206 | MCCORMICK & CO INC | COM | 508413 | 6110 | 0 | 100 | |
580135101 | 580135101 | MCDONALD'S CORP | COM | 12518979 | 44773 | 0 | 100 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 890125 | 2500 | 0 | 100 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | COM | 13909852 | 172536 | 0 | 100 | |
58733R102 | 58733R102 | MERCADOLIBRE INC | COM | 6590300 | 5000 | 0 | 100 | |
58933Y105 | 58933Y105 | MERCK & CO NEW | COM | 59685109 | 561003 | 0 | 100 | |
30303M102 | 30303M102 | META PLATFORMS (FACEBOOK) | COM | 16888439 | 79685 | 0 | 100 | |
922908363 | 922908363 | MFC VANGUARD INDEX FUNDS S&P 5 | COM | 2058231 | 5473 | 0 | 100 | |
552953101 | 552953101 | MGM RESORTS INTERNATIONAL (MGM | COM | 17390874 | 391510 | 0 | 100 | |
55303J106 | 55303J106 | MGP INGREDIENTS INC | COM | 15527912 | 160545 | 0 | 100 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 191975222 | 665887 | 0 | 100 | |
606710AA9 | 606710AA9 | MITEK SYSTEMS INC (MITK) - 47. | CONV | 815390 | 1000000 | 0 | 100 | |
609207105 | 609207105 | MONDELEZ INTL INC | COM | 3460273 | 49631 | 0 | 100 | |
609839105 | 609839105 | MONOLITHIC POWER SYSTEMS INC | COM | 10192496 | 20363 | 0 | 100 | |
615369105 | 615369105 | MOODY'S CORPORATION | COM | 2659008 | 8689 | 0 | 100 | |
617700109 | 617700109 | MORNINGSTAR INC. | COM | 6982608 | 34392 | 0 | 100 | |
620076307 | 620076307 | MOTOROLA SOLUTIONS INC | COM | 529340 | 1850 | 0 | 100 | |
55354G100 | 55354G100 | MSCI INC | COM | 36858385 | 65855 | 0 | 100 | |
60937P106 | 60937P106 | MongoDB, INC | COM | 326368 | 1400 | 0 | 100 | |
632307104 | 632307104 | NATERA, INC | COM | 37757764 | 680075 | 0 | 100 | |
636518102 | 636518102 | NATIONAL INSTRUMENTS CORP | COM | 7375450 | 140726 | 0 | 100 | |
641069406 | 641069406 | NESTLE S A SPONSORED ADR REPST | COM | 384324 | 3150 | 0 | 100 | |
64110L106 | 64110L106 | NETFLIX INC. | COM | 3633759 | 10518 | 0 | 100 | |
651639106 | 651639106 | NEWMONT CORPORATION | COM | 6725299 | 137195 | 0 | 100 | |
654106103 | 654106103 | NIKE INC | COM | 3333600 | 27182 | 0 | 100 | |
65487K100 | 65487K100 | NLIGHT INC | COM | 435704 | 42800 | 0 | 100 | |
655844108 | 655844108 | NORFOLK SOUTHERN CORP | COM | 5945540 | 28045 | 0 | 100 | |
665531307 | 665531307 | NORTHERN OIL AND GAS INC | COM | 1924190 | 63400 | 0 | 100 | |
665859104 | 665859104 | NORTHERN TRUST CORP | COM | 4879670 | 55369 | 0 | 100 | |
666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 845409 | 1831 | 0 | 100 | |
670100205 | 670100205 | NOVO-NORDISK A/S-SPONS ADR | COM | 12259509 | 77036 | 0 | 100 | |
62945V109 | 62945V109 | NV5 GLOBAL INC | COM | 13958492 | 134255 | 0 | 100 | |
67066G104 | 67066G104 | NVIDIA CORP | COM | 5786782 | 20833 | 0 | 100 | |
67103H107 | 67103H107 | O'REILLY AUTOMOTIVE INC | COM | 983968 | 1159 | 0 | 100 | |
681116109 | 681116109 | OLLI'S BARGAIN OUTLET HOLDINGS | COM | 10864329 | 187510 | 0 | 100 | |
68213N109 | 68213N109 | OMNICELL INC | COM | 862449 | 14700 | 0 | 100 | |
682189105 | 682189105 | ON SEMICONDUCTOR CORP | COM | 3565279 | 43310 | 0 | 100 | |
P73684113 | P73684113 | ONE SPA WORLD HOLDINGS | COM | 1442397 | 120300 | 0 | 100 | |
68373J104 | 68373J104 | OPEN LENDING CORP - CL A | COM | 9718023 | 1380401 | 0 | 100 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 775417 | 8345 | 0 | 100 | |
68752L100 | 68752L100 | ORTHOPEDIATRICS CORP | COM | 1261822 | 28490 | 0 | 100 | |
690370101 | 690370101 | OVERSTOCK.COM INC | COM | 747963 | 36900 | 0 | 100 | |
68218J103 | 68218J103 | OmniAb Inc | COM | 6478180 | 1760375 | 0 | 100 | |
68401U204 | 68401U204 | OptimizeRx Corporation | COM | 5164302 | 352994 | 0 | 100 | |
69553P100 | 69553P100 | PAGERDUTY INC | COM | 5386395 | 153985 | 0 | 100 | |
697435105 | 697435105 | PALO ALTO NETWORKS, INC. | COM | 21055592 | 105415 | 0 | 100 | |
69753M105 | 69753M105 | PALOMAR HOLDINGS INC | COM | 10292758 | 186463 | 0 | 100 | |
69913P105 | 69913P105 | PARAGON 28 INC | COM | 12384353 | 725504 | 0 | 100 | |
701094104 | 701094104 | PARKER HANNIFIN CORP COM | COM | 1337046 | 3978 | 0 | 100 | |
703343103 | 703343103 | PATRICK INDUSTRIES INC | COM | 1568868 | 22800 | 0 | 100 | |
703343AG8 | 703343AG8 | PATRICK INDUSTRIES INC (PATK) | CONV | 1128750 | 1250000 | 0 | 100 | |
704326107 | 704326107 | PAYCHEX COM | COM | 8191810 | 71488 | 0 | 100 | |
70450Y103 | 70450Y103 | PAYPAL HOLDINGS INC | COM | 5792855 | 76282 | 0 | 100 | |
713448108 | 713448108 | PEPSICO INC. | COM | 75876359 | 416217 | 0 | 100 | |
717081103 | 717081103 | PFIZER | COM | 46931465 | 1150281 | 0 | 100 | |
69331C108 | 69331C108 | PG & E CORP | COM | 1335642 | 82600 | 0 | 100 | |
69336V101 | 69336V101 | PGT INNOVATIONS INC | COM | 13985517 | 556970 | 0 | 100 | |
718172109 | 718172109 | PHILIP MORRIS INTERNATIONAL (P | COM | 524664 | 5395 | 0 | 100 | |
718546104 | 718546104 | PHILLIPS 66 | COM | 5391693 | 53183 | 0 | 100 | |
72352L106 | 72352L106 | PINTEREST INC CL A | COM | 1314414 | 48200 | 0 | 100 | |
724479100 | 724479100 | PITNEY BOWES INC | COM | 3237102 | 832160 | 0 | 100 | |
N70544106 | N70544106 | PLAYA HOTELS & RESORTS NV | COM | 2373120 | 247200 | 0 | 100 | |
74167P108 | 74167P108 | PRIMO WATER CORP | COM | 1112875 | 72500 | 0 | 100 | |
74276R102 | 74276R102 | PRIVIA HEALTH GROUP | COM | 22112435 | 800885 | 0 | 100 | |
74275K108 | 74275K108 | PROCORE TECHNOLOGIES | COM | 1033395 | 16500 | 0 | 100 | |
742718109 | 742718109 | PROCTER & GAMBLE | COM | 57309884 | 385432 | 0 | 100 | |
74340E103 | 74340E103 | PROGYNY | COM | 3501851 | 109024 | 0 | 100 | |
74346Y103 | 74346Y103 | PROS HOLDINGS INC | COM | 8865297 | 323551 | 0 | 100 | |
74347B201 | 74347B201 | PROSHARES ULTRASHORT 20 PLUS Y | COM | 3755028 | 134300 | 0 | 100 | |
69366JAD3 | 69366JAD3 | PTC THERAPEUTICS INC (PTCT) - | CONV | 679200 | 600000 | 0 | 100 | |
74460D109 | 74460D109 | PUBLIC STORAGE | COM | 1571128 | 5200 | 0 | 100 | |
74624M102 | 74624M102 | PURE STORAGE, INC | COM | 376272 | 14750 | 0 | 100 | |
747525103 | 747525103 | QUALCOMM INC | COM | 47741074 | 374205 | 0 | 100 | |
219798105 | 219798105 | QUIDELORTHO CORP | COM | 10421748 | 116980 | 0 | 100 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 3760022 | 38395 | 0 | 100 | |
759916109 | 759916109 | REPLIGEN CORP | COM | 4678724 | 27790 | 0 | 100 | |
760759100 | 760759100 | REPUBLIC SERVICES INC | COM | 11198109 | 82814 | 0 | 100 | |
74967X103 | 74967X103 | RH CO NPV | COM | 1339525 | 5500 | 0 | 100 | |
767204100 | 767204100 | RIO TINTO PLC SPONSORED ADR | COM | 18957747 | 276352 | 0 | 100 | |
767744105 | 767744105 | RITCHIE BROS. AUCTIONEERS INC. | COM | 1556981 | 27660 | 0 | 100 | |
771195104 | 771195104 | ROCHE HLDS LTD SPONSORED ADR | COM | 7735311 | 216642 | 0 | 100 | |
773903109 | 773903109 | ROCKWELL AUTOMATION INCO | COM | 1434970 | 4890 | 0 | 100 | |
782011100 | 782011100 | RUSH STREET INTERACTIVE INC - | COM | 3296833 | 1060075 | 0 | 100 | |
78409V104 | 78409V104 | S&P GLOBAL INC | COM | 21637420 | 62759 | 0 | 100 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 4719003 | 23621 | 0 | 100 | |
80105N105 | 80105N105 | SANOFI SPONSORED (FR)- trds w/ | COM | 8639284 | 158752 | 0 | 100 | |
803054204 | 803054204 | SAP AKTIENGESLLSCHAFT AG ADR ( | COM | 8200440 | 64800 | 0 | 100 | |
78410G104 | 78410G104 | SBA COMMUNICATIONS CORPORATION | COM | 4254136 | 16295 | 0 | 100 | |
806857108 | 806857108 | SCHLUMBERGER LTD | COM | 71556916 | 1457371 | 0 | 100 | |
816851109 | 816851109 | SEMPRA | COM | 922076 | 6100 | 0 | 100 | |
81762P102 | 81762P102 | SERVICENOW | COM | 3406862 | 7331 | 0 | 100 | |
780259305 | 780259305 | SHELL PLC ADR | COM | 22493594 | 390921 | 0 | 100 | |
82452J109 | 82452J109 | SHIFT4 PAYMENTS, INC. | COM | 26956602 | 355628 | 0 | 100 | |
82489W107 | 82489W107 | SHOALS TECHNOLOGIES GROUP | COM | 20589352 | 903438 | 0 | 100 | |
825690100 | 825690100 | SHUTTERSTOCK INC | COM | 1347456 | 18560 | 0 | 100 | |
826919102 | 826919102 | SILICON LABORATORIES INC | COM | 10036159 | 57320 | 0 | 100 | |
82982T106 | 82982T106 | SITIME CORP | COM | 10967355 | 77110 | 0 | 100 | |
83125X103 | 83125X103 | SLEEP NUMBER CORP | COM | 611241 | 20100 | 0 | 100 | |
83175M205 | 83175M205 | SMITH & NEPHEW PLC - SPONSORED | COM | 3544570 | 127000 | 0 | 100 | |
75629F109 | 75629F109 | SOCIETAL CDMO INC | COM | 416500 | 350000 | 0 | 100 | |
83417M104 | 83417M104 | SOLAREDGE TECHNOLOGIES INC | COM | 8317896 | 27366 | 0 | 100 | |
844741BG2 | 844741BG2 | SOUTHWEST AIRLINES CO (LUV) - | CONV | 1988000 | 1750000 | 0 | 100 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF | COM | 1336658 | 3265 | 0 | 100 | |
848637104 | 848637104 | SPLUNK INC | COM | 7162236 | 74700 | 0 | 100 | |
78467J100 | 78467J100 | SS&C TECHNOLOGIES INC | COM | 2371119 | 41989 | 0 | 100 | |
852312305 | 852312305 | STAAR SURGICAL COMPANY | COM | 9364518 | 146435 | 0 | 100 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 1974305 | 18960 | 0 | 100 | |
T9224W109 | T9224W109 | STEVANATO GROUP SPA | COM | 585728 | 22615 | 0 | 100 | |
556269108 | 556269108 | STEVEN MADDEN, LTD. | COM | 12116412 | 336567 | 0 | 100 | |
861012102 | 861012102 | STMICOELECTRONICS NV-NY SHS | COM | 4921080 | 92000 | 0 | 100 | |
86333MAA6 | 86333MAA6 | STRIDE INC (LRN) - 18.9109 con | CONV | 1981568 | 2000000 | 0 | 100 | |
863667101 | 863667101 | STRYKER CORP | COM | 2757355 | 9659 | 0 | 100 | |
86614U100 | 86614U100 | SUMMIT MATERIALS, INC - CL A | COM | 13427650 | 471311 | 0 | 100 | |
867224107 | 867224107 | SUNCOR ENERGY INC | COM | 9265941 | 298420 | 0 | 100 | |
8676EP108 | 8676EP108 | SUNOPTA INC | COM | 1386000 | 180000 | 0 | 100 | |
871607107 | 871607107 | SYNOPSYS, INC | COM | 16496737 | 42710 | 0 | 100 | |
871829107 | 871829107 | SYSCO CORP | COM | 13878694 | 179706 | 0 | 100 | |
874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG CO LT | COM | 12025719 | 129281 | 0 | 100 | |
874054109 | 874054109 | TAKE-TWO INTERACTIVE SOFTWARE | COM | 10064506 | 84363 | 0 | 100 | |
87652V109 | 87652V109 | TASKUS INC - A | COM | 17476414 | 1210278 | 0 | 100 | |
88025T102 | 88025T102 | TENABLE HOLDINGS | COM | 22007297 | 463214 | 0 | 100 | |
88076W103 | 88076W103 | TERADATA CORPORATION | COM | 2940440 | 73000 | 0 | 100 | |
882508104 | 882508104 | TEXAS INSTRUMENTS INC. | COM | 630202 | 3388 | 0 | 100 | |
882681109 | 882681109 | TEXAS ROADHOUSE INC-CL A | COM | 2284929 | 21145 | 0 | 100 | |
05478C105 | 05478C105 | THE AZEK COMPANY | COM | 7039166 | 299030 | 0 | 100 | |
05969A105 | 05969A105 | THE BANCORP, INC | COM | 8583760 | 308214 | 0 | 100 | |
216648402 | 216648402 | THE COOPER COS INC | COM | 2109484 | 5650 | 0 | 100 | |
54738L109 | 54738L109 | THE LOVESAC CO | COM | 8143991 | 281799 | 0 | 100 | |
75601G109 | 75601G109 | THE REAL GOOD FOOD COMPANY | COM | 548600 | 130000 | 0 | 100 | |
883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 4228250 | 7336 | 0 | 100 | |
872540109 | 872540109 | TJX COMPANIES INC | COM | 758290 | 9677 | 0 | 100 | |
131193104 | 131193104 | TOPGOLF CALLAWAY BRANDS CORP | COM | 8011161 | 370544 | 0 | 100 | |
89151E109 | 89151E109 | TOTALENERGIES SE (FR) | COM | 798356 | 13520 | 0 | 100 | |
892356106 | 892356106 | TRACTOR SUPPLY CO | COM | 16857304 | 71721 | 0 | 100 | |
88339J105 | 88339J105 | TRADE DESK INC | COM | 15422290 | 253198 | 0 | 100 | |
893529107 | 893529107 | TRANSCAT INC | COM | 2780029 | 31100 | 0 | 100 | |
893641100 | 893641100 | TRANSDIGM GROUP INCORPORATED | COM | 3007164 | 4080 | 0 | 100 | |
89377M109 | 89377M109 | TRANSMEDICS GROUP, INC | COM | 21452491 | 283276 | 0 | 100 | |
89400J107 | 89400J107 | TRANSUNION | COM | 13402604 | 215684 | 0 | 100 | |
89455T109 | 89455T109 | TREACE MEDICAL CONCEPTS INC | COM | 15976077 | 634223 | 0 | 100 | |
89531P105 | 89531P105 | TREX COMPANY, INC | COM | 7920750 | 162744 | 0 | 100 | |
89832Q109 | 89832Q109 | TRUIST FINANCIAL CORP (TFC) | COM | 26777366 | 785260 | 0 | 100 | |
902252105 | 902252105 | TYLER TECHNOLOGIES | COM | 14236314 | 40143 | 0 | 100 | |
902494103 | 902494103 | TYSON FOODS INC. | COM | 2574488 | 43400 | 0 | 100 | |
90353T100 | 90353T100 | UBER TECHNOLOGIES | COM | 6629833 | 209143 | 0 | 100 | |
904767704 | 904767704 | UNILEVER PLC ADR (TICKER UL) | COM | 4513808 | 86921 | 0 | 100 | |
907818108 | 907818108 | UNION PACIFIC | COM | 7356858 | 36554 | 0 | 100 | |
911312106 | 911312106 | UNITED PARCEL SERVICE - CL B | COM | 15756062 | 81221 | 0 | 100 | |
911363109 | 911363109 | UNITED RENTALS INC | COM | 494700 | 1250 | 0 | 100 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP, INC. | COM | 14113900 | 29865 | 0 | 100 | |
91336L107 | 91336L107 | UNIVAR SOLUTIONS INC | COM | 2032966 | 58035 | 0 | 100 | |
91347P105 | 91347P105 | UNIVERSAL DISPLAY CORP | COM | 28087372 | 181057 | 0 | 100 | |
91377B109 | 91377B109 | UNIVERSAL MUSIC GROUP-UNSP ADR | COM | 463349 | 36600 | 0 | 100 | |
902973304 | 902973304 | US BANCORP | COM | 2122372 | 58873 | 0 | 100 | |
91851C201 | 91851C201 | VAALCO ENERGY, INC (13D) | COM | 8224238 | 1815505 | 0 | 100 | |
91879Q109 | 91879Q109 | VAIL RESORTS INC | COM | 2091202 | 8949 | 0 | 100 | |
91913Y100 | 91913Y100 | VALERO ENERGY CORP | COM | 1116800 | 8000 | 0 | 100 | |
922280102 | 922280102 | VARONIS SYSTEMS INC | COM | 3009357 | 115700 | 0 | 100 | |
922475108 | 922475108 | VEEVA SYSTEMS INC CL A | COM | 16512245 | 89843 | 0 | 100 | |
92345Y106 | 92345Y106 | VERISK ANALYTICS INC | COM | 21196309 | 110478 | 0 | 100 | |
92343V104 | 92343V104 | VERIZON COMM | COM | 34794027 | 894678 | 0 | 100 | |
92511U102 | 92511U102 | VERRA MOBILITY CORPORATION | COM | 1898847 | 112225 | 0 | 100 | |
92511W108 | 92511W108 | VERRICA PHARMACEUTICALS INC | COM | 840131 | 129251 | 0 | 100 | |
92532F100 | 92532F100 | VERTEX PHARMACEUTICALS | COM | 1122279 | 3562 | 0 | 100 | |
46571Y107 | 46571Y107 | VERTICALS INC-CLASS A | COM | 1947682 | 79400 | 0 | 100 | |
92556V106 | 92556V106 | VIATRIS INC | COM | 1003039 | 104266 | 0 | 100 | |
92763M105 | 92763M105 | VIPER ENERGY PARTNERS LP | COM | 4200000 | 150000 | 0 | 100 | |
92826C839 | 92826C839 | VISA INC | COM | 16736121 | 74231 | 0 | 100 | |
92840M102 | 92840M102 | VISTRA ENERGY CORP | COM | 936000 | 39000 | 0 | 100 | |
931142103 | 931142103 | WAL MART INC. | COM | 28483506 | 193174 | 0 | 100 | |
93148P102 | 93148P102 | WALKER & DUNLOP INC (WD) | COM | 715998 | 9400 | 0 | 100 | |
94106L109 | 94106L109 | WASTE MANAGEMENT | COM | 59486887 | 364570 | 0 | 100 | |
95040Q104 | 95040Q104 | WELLTOWER INC | COM | 2637475 | 36790 | 0 | 100 | |
95082P105 | 95082P105 | WESCO INTERNATIONAL INC | COM | 9051871 | 58573 | 0 | 100 | |
962166104 | 962166104 | WEYERHAEUSER CO | COM | 767682 | 25479 | 0 | 100 | |
96924N100 | 96924N100 | WILLDAN GROUP INC | COM | 1240228 | 79400 | 0 | 100 | |
974155103 | 974155103 | WINGSTOP INC | COM | 12115362 | 65995 | 0 | 100 | |
980228308 | 980228308 | WOODSIDE ENERGY GROUP ADR | COM | 948183 | 42273 | 0 | 100 | |
98138H101 | 98138H101 | WORKDAY, INC. CL A | COM | 2695347 | 13050 | 0 | 100 | |
98419M100 | 98419M100 | XYLEM INC. | COM | 1331575 | 12718 | 0 | 100 | |
988498101 | 988498101 | YUM! BRANDS INC | COM | 845972 | 6405 | 0 | 100 | |
98956P102 | 98956P102 | ZIMMER BIOMET HOLDINGS | COM | 614217 | 4754 | 0 | 100 | |
98978V103 | 98978V103 | ZOETIS INC | COM | 1181724 | 7100 | 0 | 100 | |
98983V106 | 98983V106 | ZUORA INC | COM | 14245379 | 1441840 | 0 | 100 |