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SJS Investment Consulting Inc.

Q3 2023 Holdings

Filed 2023-10-17 | 2069 holdings | $398.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Direxion SHS ETF TR(SPXL)DRX S&P500BULL25459W862$70490.0%
Alaska AIR Group Inc(ALK)COM011659109$705190.0%
NMI Hldgs Inc(NMIH)CL A629209305$705260.0%
Madison Square Grdn Sprt COR(MSGS)CL A55825T103$70640.0%
Integer Hldgs Corp(ITGR)COM45826H109$70690.0%
HUB Group Inc(HUBG)CL A443320106$70790.0%
Apartment Invt & Mgmt Co(AIV)CL A03748R747$7081040.0%
Flowers Foods Inc(FLO)COM343498101$710320.0%
Evergy Inc(EVRG)COM30034W106$710140.0%
News Corp New(NWS)CL B65249B208$710340.0%
Herc Hldgs Inc(HRI)COM42704L104$71460.0%
Copa Holdings SA(CPA)CL AP31076105$71480.0%
Wingstop Inc(WING)COM974155103$72040.0%
Gates Indl Corp PLCORD SHSG39108108$720620.0%
Schneider National Inc(SNDR)CL B80689H102$720260.0%
Applovin Corp(APP)COM CL A03831W108$720180.0%
Ares Management Corporation(ARES)CL A COM STK03990B101$72170.0%
Valmont Inds Inc(VMI)COM920253101$72130.0%
Envista Holdings Corporation(NVST)COM29415F104$725260.0%
Paylocity Hldg Corp(PCTY)COM70438V106$72740.0%
Encore Wire Corp(WIREEUR)COM292562105$73040.0%
Servisfirst Bancshares Inc(SFBS)COM81768T108$731140.0%
Bright Horizons FAM SOL in D(BFAM)COM109194100$73490.0%
Southwestern Energy Co(SWN1EUR)COM845467109$7361140.0%
Carpenter Technology Corp(CRS)COM144285103$740110.0%
Lincoln Natl Corp IND(LNC)COM534187109$741300.0%
Liberty Energy Inc(LBRT)COM CL A53115L104$741400.0%
Werner Enterprises Inc(WERN)COM950755108$741190.0%
Avient Corporation(AVNT)COM05368V106$742210.0%
American Tower Corp New(AMT)COM03027X100$74350.0%
Globus MED Inc(GMED)CL A379577208$745150.0%
Installed Bldg Prods Inc(IBP)COM45780R101$75060.0%
Idacorp Inc(IDA)COM451107106$75080.0%
Western UN Co(WU)COM959802109$752570.0%
Bentley SYS Inc(BSY)COM CL B08265T208$753150.0%
Kohls Corp(KSS)COM500255104$755360.0%
Kemper Corp(KMPR)COM488401100$757180.0%
Patterson-Uti Energy Inc(PTEN)COM703481101$762550.0%
Edwards Lifesciences Corp(EW)COM28176E108$763110.0%
Leggett & Platt Inc(LEG)COM524660107$763300.0%
Power Integrations Inc(POWI)COM739276103$764100.0%
Zoom Video Communications in(ZM)CL A98980L101$770110.0%
Ormat Technologies Inc(ORA)COM686688102$770110.0%
Vontier Corporation(VNT)COM928881101$773250.0%
Revvity Inc(RVTY)COM714046109$77570.0%
Elanco Animal Health Inc(ELAN)COM28414H103$776690.0%
Crane NXT Co(CXT)COM224441105$778140.0%
LAS Vegas Sands Corp(LVS)COM517834107$780170.0%
Penn Entertainment Inc(PENN)COM707569109$781340.0%
Coherent Corp(COHR)COM19247G107$784240.0%
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