Q1 2026 Holdings
Filed 2026-05-15 | 1453 holdings | $6.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Healthequity Inc(HQY) | COM | 42226A107 | $195.6K | 2,341 | 0.0% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $196.0K | 3,234 | 0.0% |
| Waste Connections Inc(WCN) | COM | 94106B101 | $198.0K | 1,219 | 0.0% |
| WPP PLC New(WPP) | ADR | 92937A102 | $198.8K | 12,783 | 0.0% |
| Lazard Inc(LAZ) | COM | 52110M109 | $199.6K | 4,698 | 0.0% |
| Installed Bldg Prods Inc(IBP) | COM | 45780R101 | $199.9K | 754 | 0.0% |
| MP Materials Corp(MP) | COM CL A | 553368101 | $200.0K | 4,145 | 0.0% |
| Radware LTD(RDWR) | ORD | M81873107 | $200.8K | 7,629 | 0.0% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $201.1K | 8,912 | 0.0% |
| Rambus Inc del(RMBS) | COM | 750917106 | $203.7K | 2,368 | 0.0% |
| Crinetics Pharmaceuticals in(CRNX) | COM | 22663K107 | $204.5K | 5,630 | 0.0% |
| CNH Indl N V(CNH) | SHS | N20944109 | $206.9K | 18,812 | 0.0% |
| Transmedics Group Inc(TMDX) | COM | 89377M109 | $207.0K | 2,082 | 0.0% |
| Netscout SYS Inc(NTCT) | COM | 64115T104 | $207.7K | 6,532 | 0.0% |
| PBF Energy Inc(PBF) | CL A | 69318G106 | $207.9K | 4,366 | 0.0% |
| Summit Therapeutics Inc(SMMT) | COM | 86627T108 | $208.3K | 10,984 | 0.0% |
| Cellebrite DI LTD(CLBT) | ORDINARY SHARES | M2197Q107 | $211.3K | 15,334 | 0.0% |
| Greif Inc(GEF) | CL A | 397624107 | $216.1K | 3,222 | 0.0% |
| Getty Rlty Corp New(GTY) | COM | 374297109 | $219.1K | 6,890 | 0.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $220.8K | 4,346 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $222.2K | 1,059 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $222.7K | 10,234 | 0.0% |
| Manhattan Associates Inc(MANH) | COM | 562750109 | $223.0K | 1,675 | 0.0% |
| Keycorp(KEY) | COM | 493267108 | $225.8K | 11,264 | 0.0% |
| Tidewater Inc New(TDW) | COM | 88642R109 | $226.8K | 2,715 | 0.0% |
| Kontoor Brands Inc(KTB) | COM | 50050N103 | $228.7K | 3,253 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $228.8K | 2,496 | 0.0% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $228.9K | 2,438 | 0.0% |
| Emera Inc(EMA) | COM | 290876101 | $232.1K | 4,474 | 0.0% |
| Skyward Specialty INS Group(SKWD) | COM | 830940102 | $234.5K | 5,368 | 0.0% |
| National Storage Affiliates(NSA) | COM SHS BEN IN | 637870106 | $234.6K | 6,215 | 0.0% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $234.7K | 9,204 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $235.7K | 1,499 | 0.0% |
| Travel Plus Leisure Co(TNL) | COM | 894164102 | $235.9K | 3,409 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $237.0K | 1,200 | 0.0% |
| South BOW Corp(SOBO) | COM | 83671M105 | $237.1K | 7,117 | 0.0% |
| Sailpoint Inc(SAIL) | COM | 78781J109 | $240.7K | 18,176 | 0.0% |
| Pricesmart Inc(PSMT) | COM | 741511109 | $241.6K | 1,605 | 0.0% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $241.8K | 11,186 | 0.0% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $243.3K | 1,169 | 0.0% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $244.4K | 2,635 | 0.0% |
| Lemaitre Vascular Inc(LMAT) | COM | 525558201 | $245.4K | 2,248 | 0.0% |
| Aptiv PLC(APTV) | COM SHS | G3265R107 | $248.9K | 3,585 | 0.0% |
| Polestar Automotive Hldg UK(PSNY) | SPONSORED ADS | 731105409 | $251.2K | 13,635 | 0.0% |
| Ready Capital Corp(RC) | COM | 75574U101 | $252.9K | 156,100 | 0.0% |
| Camtek LTD(CAMT) | ORD | M20791105 | $253.9K | 1,675 | 0.0% |
| Array Technologies Inc(ARRY) | COM SHS | 04271T100 | $255.4K | 35,322 | 0.0% |
| Equifax Inc(EFX) | COM | 294429105 | $257.1K | 1,428 | 0.0% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $259.0K | 2,584 | 0.0% |
| Sitime Corp(SITM) | COM | 82982T106 | $259.4K | 751 | 0.0% |