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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
Performance Food Group Co(PFGC)A71377A103$86318,5220.0%
United States Steel Corp(USX1)A912909108$86835,2590.0%
Qualys Inc(QLYS)A74758T303$8796,7340.0%
FOX Corp(FOXA)A35137L105$89923,5120.0%
Hyatt Hotels Corp(H)A448579102$9089,4160.0%
Carlisle COS Inc(CSL)A142339100$9453,8000.0%
Kinder Morgan Inc(KMI)A49456B101$95657,2930.0%
Peloton Interactive Inc(PTON)A70614W100$96029,5660.0%
Interpublic Group of COS Inc(IPG)A460690100$96225,1340.0%
Integra Lifesciences Holding(IART)A457985208$96913,9410.0%
Western Union Co(WU)A959802109$97151,5390.0%
Johnson Controls Internation(JCI)AG51502105$97712,1000.0%
Omnicom Group(OMC)A681919106$98112,8920.0%
Genpact LTD(G)AG3922B107$99318,7050.0%
Envista Holdings Corp(NVST)A29415F104$99822,1250.0%
Trex Company Inc(TREX)A89531P105$1.0K7,5720.0%
Keysight Technologies in(KEYS)A49338L103$1.0K5,1670.0%
Repligen Corp(RGEN)A759916109$1.0K4,3280.0%
Cinemark Holdings Inc(CNK)A17243V102$1.0K59,0130.0%
APA Corp(APA)A03743Q108$1.0K34,8810.0%
JM Smucker Co(SJM)A832696405$1.0K7,3880.0%
Union Pacific Corp(UNP)A907818108$1.0K4,0560.0%
Tripadvisor Inc(TRIP)A896945201$1.0K36,0580.0%
Docusign Inc(DOCU)A256163106$1.0K7,0070.0%
Hubbell Inc(HUBB)A443510607$1.0K5,0040.0%
Pennymac Financial Services(PFSI)A70932M107$1.0K14,9740.0%
Brinker International Inc(EAT)A109641100$1.0K27,6030.0%
Alliance Data Systems Corp(BFH)A018581108$1.1K14,8890.0%
Waste Management Inc(WM)A94106L109$1.1K6,4410.0%
Wayfair Inc(W)A94419L101$1.1K5,7750.0%
Nisource Inc(NI)A65473P105$1.1K38,8000.0%
Monolithic Power Systems Inc(MPWR)A609839105$1.1K2,3000.0%
Acuity Brands Inc(AYI)A00508Y102$1.1K5,1280.0%
Etsy Inc(ETSY)A29786A106$1.1K5,7140.0%
Marathon Oil Corp(MRO*)A565849106$1.1K63,8860.0%
Walt Disney Co(DIS)A254687106$1.1K7,2110.0%
Chewy Inc(CHWY)A16679L109$1.2K21,3620.0%
Zions Bancorp NA(ZION)A989701107$1.2K17,4030.0%
American Financial Group Inc(AFG)A025932104$1.2K8,4590.0%
Floor & Decor Holdings Inc(FND)A339750101$1.2K9,1000.0%
Kraft Heinz Co(KHC)A500754106$1.2K32,1210.0%
Corsair Gaming Inc(CRSR)A22041X102$1.2K56,5280.0%
KAR Auction Services Inc(OPLN)A48238T109$1.2K76,0950.0%
Berkshire Hathaway Inc(BRK/B)B084670702$1.2K4,0050.0%
Zurn Water Solutions Corp(ZWS)A98983L108$1.3K34,2780.0%
Crowdstrike Holdings Inc(CRWD)A22788C105$1.3K6,8880.0%
Enphase Energy Inc(ENPH)A29355A107$1.3K7,4850.0%
Qiagen N.V.(QGEN)AN72482123$1.3K25,2000.0%
PAN American Silver Corp(PAAS)A697900108$1.3K53,3090.0%
Pinnacle West Capital(PNW)A723484101$1.3K18,8070.0%
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