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Sciencast Management LP

Q4 2021 Holdings

Filed 2022-01-20 | 447 holdings | $19.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Unitedhealth Group Inc(UNH)A91324P102$4809600.0%
Rapid7 Inc(RPD)A753422104$4814,3150.0%
Designer Brands Inc(DBI)A250565108$48132,8600.0%
Builders Firstsource Inc(BLDR)A12008R107$4845,7600.0%
Lithia Motors Inc(LAD)A536797103$4861,6420.0%
GFL Environmental Inc-Sub VT(GFL)A36168Q104$49213,2000.0%
CNO Financial Group Inc(CNO)A12621E103$49419,6500.0%
Atkore Inc(ATKR)A047649108$5004,4830.0%
Lemonade Inc(LMND)A52567D107$50912,9930.0%
Netscout Systems Inc(NTCT)A64115T104$51115,5080.0%
Autonation Inc(AN)A05329W102$5154,4890.0%
Best BUY Co Inc(BBY)A086516101$5174,9500.0%
Salesforce.com Inc(CRM)A79466L302$5172,0860.0%
Univar Solutions Inc(UNVREUR)A91336L107$51717,9840.0%
Broadridge Financial Solutio(BR)A11133T103$5182,8760.0%
Zuora Inc(ZUOUSD)A98983V106$52630,3470.0%
Hormel Foods Corp(HRL)A440452100$53210,7350.0%
Papa John's Intl Inc(PZZA)A698813102$5334,0910.0%
Jazz Pharmaceuticals PLC(JAZZ)AG50871105$5374,1000.0%
Frontdoor Inc(FTDR)A35905A109$53814,2740.0%
Home Depot Inc(HD)A437076102$5391,3130.0%
Aptiv PLC(APTV)AG6095L109$5393,1390.0%
Fidelity National Financial(FNF)A31620R303$54110,3110.0%
Goodrx Holdings Inc(GDRX)A38246G108$54217,3300.0%
Pacific Biosciences of Calif(PACB)A69404D108$54328,9180.0%
Gopro Inc(GPRO)A38268T103$54450,9560.0%
Patterson COS Inc(PDCOEUR)A703395103$55018,4310.0%
Eversource Energy(ES)A30040W108$5526,1300.0%
Citrix Systems Inc(CTXSEUR)A177376100$5545,6230.0%
Centerpoint Energy Inc(CNP)A15189T107$55420,0000.0%
Twitter Inc(TWTRUSD)A90184L102$55513,6110.0%
Albertsons COS Inc(ACI)A013091103$55918,8070.0%
Boeing Co(BA)A097023105$5612,6600.0%
Eagle Materials Inc(EXP)A26969P108$5623,3500.0%
MR Cooper Group Inc(07WA)A62482R107$57113,3350.0%
Datadog Inc(DDOG)A23804L103$5723,7000.0%
8X8 Inc(EGHT)A282914100$57833,4980.0%
Brighthouse Financial Inc(BHF)A10922N103$58410,4180.0%
Restaurant Brands Intern(QSR)A76131D103$5929,9430.0%
II-VI IncA902104108$5928,2820.0%
Onemain Holdings Inc(OMF)A68268W103$60011,5940.0%
Warner Music Group Corp(WMG)A934550203$60214,6980.0%
Planet Fitness Inc(PLNT)A72703H101$6056,4730.0%
Choice Hotels Intl Inc(CHH)A169905106$6083,9300.0%
Otis Worldwide Corp(OTIS)A68902V107$6207,2000.0%
T Rowe Price Group Inc(TROW)A74144T108$6223,1700.0%
Vontier Corp(VNT)A928881101$62720,1880.0%
Black Knight Inc(BKIEUR)A09215C105$6317,8060.0%
Camping World Holdings Inc(CWH)A13462K109$63115,8620.0%
Mgic Investment Corp(MTG)A552848103$63342,5070.0%
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