whalepapers
Overview/ Maverick Capital Ltd/ Q1 2020

Maverick Capital Ltd

Lee Ainslie · As of Q1 2020 · filed May 19, 2020

Q1 2020

Holdings

466 positions · Δ vs prior quarter
DWDPEUR DUPONT DE NEMOURS INC
$346.6M
7.3%
10,165,220 +3,022,378 +42.3% Added
HUM HUMANA INC
$295.4M
6.2%
940,834 +475,055 +102.0% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$291.3M
6.2%
1,497,784 −416,565 −21.8% Reduced
GOOG ALPHABET INC-CL C
$245.9M
5.2%
211,453 −97,629 −31.6% Reduced
FLT1EUR FLEETCOR TECHNOLOGIES INC
$231.3M
4.9%
1,240,145 +674,416 +119.2% Added
CCK CROWN HOLDINGS INC
$202.4M
4.3%
3,486,509 +656,156 +23.2% Added
MSFT MICROSOFT CORP
$196.7M
4.2%
1,247,147 +633,838 +103.3% Added
QSR RESTAURANT BRANDS INTERN
$184.6M
3.9%
4,612,010 +4,162,376 +925.7% Added
VISN VISTANCE NETWORKS INC
$176.1M
3.7%
19,326,308 Held
NFLX NETFLIX INC
$170.2M
3.6%
453,190 −351,384 −43.7% Reduced
ALNY ALNYLAM PHARMACEUTICALS INC
$145.8M
3.1%
1,339,705 −921,192 −40.7% Reduced
KKR KKR & CO INC
$114.9M
2.4%
4,896,956 +3,738,800 +322.8% Added
META META PLATFORMS INC-CLASS A
$102.0M
2.2%
611,717 +591,159 +2875.6% Added
1LIFE HEALTHCARE INC
$101.5M
2.1%
5,955,185 +5,955,185 New
NKTREUR NEKTAR THERAPEUTICS
$87.4M
1.8%
4,898,401 +1,657,167 +51.1% Added
PRSP PERSPECTA INC
$72.5M
1.5%
3,977,303 −1,399,207 −26.0% Reduced
AMZN AMAZON.COM INC
$70.8M
1.5%
36,307 +36,307 New
TMUS T-MOBILE US INC
$70.5M
1.5%
840,842 −1,803,070 −68.2% Reduced
AVTR AVANTOR INC
$70.3M
1.5%
5,625,123 +1,980,755 +54.4% Added
STNE STONECO LTD-A
$68.7M
1.5%
3,156,699 −1,084,371 −25.6% Reduced
ADBE ADOBE INC
$65.7M
1.4%
206,425 +27,891 +15.6% Added
BTI BRITISH AMERICAN TOB-SP ADR
$60.8M
1.3%
1,779,306 −664,839 −27.2% Reduced
MNTA MOMENTA PHARMACEUTICALS INC
$59.1M
1.2%
2,171,065 +2,171,065 New
FTDR FRONTDOOR INC
$53.8M
1.1%
1,547,788 +615,288 +66.0% Added
XP XP INC - CLASS A
$52.7M
1.1%
2,731,455 +1,003,249 +58.1% Added
DXC DXC TECHNOLOGY CO
$46.9M
1.0%
3,592,473 −5,399,323 −60.0% Reduced
ATRAGBX ATARA BIOTHERAPEUTICS INC
$44.3M
0.9%
5,199,897 +241,466 +4.9% Added
CNC CENTENE CORP
$41.9M
0.9%
705,349 −2,458,502 −77.7% Reduced
ALKS ALKERMES PLC
$36.0M
0.8%
2,494,384 +2,494,384 New
H HYATT HOTELS CORP - CL A
$24.4M
0.5%
508,786 +85,622 +20.2% Added
BX BLACKSTONE INC
$22.3M
0.5%
488,431 +488,431 New
FTNT FORTINET INC
$17.6M
0.4%
173,964 +4,401 +2.6% Added
PZZA PAPA JOHN'S INTL INC
$13.4M
0.3%
250,836 +21,369 +9.3% Added
GME GAMESTOP CORP-CLASS A
$13.3M
0.3%
3,810,484 +3,810,484 New
DECK DECKERS OUTDOOR CORP
$12.4M
0.3%
92,913 +92,913 New
WING WINGSTOP INC
$12.4M
0.3%
155,406 +81,821 +111.2% Added
ARMK ARAMARK
$12.0M
0.3%
598,700 +598,700 New
WEN WENDY'S CO
$11.8M
0.2%
793,137 +793,137 New
LOW LOWE'S COS INC
$11.7M
0.2%
136,068 −1,095,992 −89.0% Reduced
ORCL ORACLE CORP
$11.1M
0.2%
229,083 +47,212 +26.0% Added
JACK JACK IN THE BOX INC
$10.7M
0.2%
306,300 +306,300 New
AMD ADVANCED MICRO DEVICES
$10.4M
0.2%
228,764 +61,245 +36.6% Added
KEL KELLANOVA
$10.3M
0.2%
171,801 +171,801 New
NTAP NETAPP INC
$10.1M
0.2%
243,332 +85,107 +53.8% Added
UI UBIQUITI INC
$9.8M
0.2%
69,192 +12,051 +21.1% Added
LBEUR L BRANDS INC
$8.9M
0.2%
769,786 +284,654 +58.7% Added
SMG SCOTTS MIRACLE-GRO CO
$8.6M
0.2%
84,351 +5,306 +6.7% Added
TSCO TRACTOR SUPPLY COMPANY
$8.6M
0.2%
101,442 +101,442 New
AAPL APPLE INC
$8.5M
0.2%
33,298 −19,025 −36.4% Reduced
LOGI LOGITECH INTERNATIONAL-REG
$8.3M
0.2%
191,505 +34,457 +21.9% Added
SAM BOSTON BEER COMPANY INC-A
$8.0M
0.2%
21,731 −13,677 −38.6% Reduced
PEP PEPSICO INC
$7.9M
0.2%
65,839 +61,562 +1439.4% Added
WHR WHIRLPOOL CORP
$7.4M
0.2%
86,180 +30,515 +54.8% Added
CHGG CHEGG INC
$7.4M
0.2%
206,616 −192,504 −48.2% Reduced
I8R IROBOT CORP
$7.3M
0.2%
178,045 +118,780 +200.4% Added
MDLZ MONDELEZ INTERNATIONAL INC-A
$7.2M
0.2%
143,248 +143,248 New
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
$7.0M
0.1%
38,370 +14,887 +63.4% Added
HCA HCA HEALTHCARE INC
$7.0M
0.1%
77,582 +52,543 +209.8% Added
FLO FLOWERS FOODS INC
$6.9M
0.1%
338,030 +299,016 +766.4% Added
FTCHQ FARFETCH LTD-CLASS A
$6.9M
0.1%
870,238 +339,520 +64.0% Added
SIXEUR SIX FLAGS ENTERTAINMENT CORP
$6.8M
0.1%
542,302 +380,719 +235.6% Added
ANF ABERCROMBIE & FITCH CO-CL A
$6.7M
0.1%
737,272 +737,272 New
HD HOME DEPOT INC
$6.7M
0.1%
35,670 −5,746 −13.9% Reduced
COR CENCORA INC
$6.5M
0.1%
73,661 −3,633 −4.7% Reduced
ZUMZ ZUMIEZ INC
$6.5M
0.1%
373,325 +182,658 +95.8% Added
POST POST HOLDINGS INC
$6.5M
0.1%
77,754 −40,963 −34.5% Reduced
CTXSEUR CITRIX SYSTEMS INC
$6.3M
0.1%
44,227 +7,531 +20.5% Added
HN9 HANESBRANDS INC
$6.2M
0.1%
782,540 +495,724 +172.8% Added
BIGGQ BIG LOTS INC
$6.1M
0.1%
425,716 +425,716 New
PETS PETMED EXPRESS INC
$6.0M
0.1%
207,225 +207,225 New
AVGO BROADCOM INC
$5.9M
0.1%
25,012 +23,411 +1462.3% Added
VRSN VERISIGN INC
$5.8M
0.1%
32,329 +8,301 +34.5% Added
JNJ JOHNSON & JOHNSON
$5.8M
0.1%
44,249 −32,451 −42.3% Reduced
DG DOLLAR GENERAL CORP
$5.7M
0.1%
37,813 +37,813 New
HELE HELEN OF TROY LTD
$5.7M
0.1%
39,494 +5,939 +17.7% Added
BBY BEST BUY CO INC
$5.6M
0.1%
98,384 +98,384 New
SFIX STITCH FIX INC-CLASS A
$5.6M
0.1%
438,571 +438,571 New
HONGBP HONEYWELL INTERNATIONAL INC
$5.4M
0.1%
40,084 +10,773 +36.8% Added
UAL UNITED AIRLINES HOLDINGS INC
$5.3M
0.1%
167,275 +117,931 +239.0% Added
YUM YUM! BRANDS INC
$5.0M
0.1%
72,575 +72,575 New
PG PROCTER & GAMBLE CO
$5.0M
0.1%
45,083 +42,965 +2028.6% Added
XYL XYLEM INC
$4.9M
0.1%
75,362 −23,048 −23.4% Reduced
LRCXEUR LAM RESEARCH CORP
$4.9M
0.1%
20,409 −6,013 −22.8% Reduced
ROKU ROKU INC
$4.8M
0.1%
55,327 +51,265 +1262.1% Added
AIY ACTIVISION BLIZZARD INC
$4.8M
0.1%
81,268 +37,297 +84.8% Added
PLCE CHILDREN'S PLACE INC
$4.7M
0.1%
239,420 +210,329 +723.0% Added
STZ CONSTELLATION BRANDS INC-A
$4.7M
0.1%
32,467 +8,295 +34.3% Added
UHS UNIVERSAL HEALTH SERVICES-B
$4.6M
0.1%
46,127 +9,924 +27.4% Added
CTAS CINTAS CORP
$4.6M
0.1%
26,366 +5,090 +23.9% Added
WSM WILLIAMS-SONOMA INC
$4.5M
0.1%
106,131 −199,376 −65.3% Reduced
AAP ADVANCE AUTO PARTS INC
$4.5M
0.1%
47,761 +47,761 New
DDS DILLARDS INC-CL A
$4.4M
0.1%
119,153 +119,153 New
QRVO QORVO INC
$4.4M
0.1%
54,303 −6,995 −11.4% Reduced
ELF ELF BEAUTY INC
$4.4M
0.1%
443,745 −135,646 −23.4% Reduced
DAR DARLING INGREDIENTS INC
$4.3M
0.1%
225,980 +225,980 New
HRC HILL-ROM HOLDINGS INC
$4.2M
0.1%
41,918 +41,918 New
UBER UBER TECHNOLOGIES INC
$4.2M
0.1%
150,071 Held
SIG SIGNET JEWELERS LTD
$4.1M
0.1%
639,984 +639,984 New
BAX BAXTER INTERNATIONAL INC
$4.1M
0.1%
50,424 +26,051 +106.9% Added
SPWH SPORTSMAN'S WAREHOUSE HOLDIN
$4.1M
0.1%
660,715 +660,715 New
MNST MONSTER BEVERAGE CORP
$4.0M
0.1%
71,883 −5,311,296 −98.7% Reduced
MTD METTLER-TOLEDO INTERNATIONAL
$4.0M
0.1%
5,822 +5,822 New
SHW SHERWIN-WILLIAMS CO
$4.0M
0.1%
8,608 −4,503 −34.3% Reduced
A AGILENT TECHNOLOGIES INC
$3.9M
0.1%
53,992 +53,992 New
SBH SALLY BEAUTY HOLDINGS INC
$3.9M
0.1%
476,438 +462,080 +3218.3% Added
BMY BRISTOL-MYERS SQUIBB CO
$3.8M
0.1%
68,953 −46,300 −40.2% Reduced
BWA BORGWARNER INC
$3.8M
0.1%
156,461 −2,435 −1.5% Reduced
FEYECHF MANDIANT INC
$3.8M
0.1%
357,801 +13,445 +3.9% Added
AXTA AXALTA COATING SYSTEMS LTD
$3.7M
0.1%
216,019 +131,246 +154.8% Added
CAR AVIS BUDGET GROUP INC
$3.7M
0.1%
267,689 −351,651 −56.8% Reduced
AA ALCOA CORP
$3.7M
0.1%
601,902 +486,535 +421.7% Added
JKHY JACK HENRY & ASSOCIATES INC
$3.7M
0.1%
23,872 +1,438 +6.4% Added
CYEUR CYPRESS SEMICONDUCTOR CORP
$3.7M
0.1%
158,726 +70,769 +80.5% Added
MPWR MONOLITHIC POWER SYSTEMS INC
$3.6M
0.1%
21,674 +11,736 +118.1% Added
TPR TAPESTRY INC
$3.6M
0.1%
279,821 +114,663 +69.4% Added
VEEV VEEVA SYSTEMS INC-CLASS A
$3.6M
0.1%
23,081 +23,081 New
COST COSTCO WHOLESALE CORP
$3.6M
0.1%
12,544 −73,700 −85.5% Reduced
TXN TEXAS INSTRUMENTS INC
$3.6M
0.1%
35,564 +4,838 +15.7% Added
HPQ HP INC
$3.5M
0.1%
204,356 −172,694 −45.8% Reduced
MLNXEUR MELLANOX TECHNOLOGIES LTD
$3.5M
0.1%
29,000 −7,621 −20.8% Reduced
LZB LA-Z-BOY INC
$3.5M
0.1%
170,528 −63,088 −27.0% Reduced
ELV ELEVANCE HEALTH INC
$3.5M
0.1%
15,393 +15,393 New
DVA DAVITA INC
$3.5M
0.1%
45,727 −16,379 −26.4% Reduced
CPRI CAPRI HOLDINGS LTD
$3.5M
0.1%
319,724 +319,724 New
WMT WALMART INC
$3.3M
0.1%
29,342 +29,342 New
CHKP CHECK POINT SOFTWARE TECH
$3.3M
0.1%
32,907 +30,646 +1355.4% Added
UNH UNITEDHEALTH GROUP INC
$3.3M
0.1%
13,113 +4,018 +44.2% Added
ODFL OLD DOMINION FREIGHT LINE
$3.3M
0.1%
24,803 +15,961 +180.5% Added
TWNKEUR HOSTESS BRANDS INC
$3.2M
0.1%
304,586 −43,485 −12.5% Reduced
UNP UNION PACIFIC CORP
$3.2M
0.1%
22,885 +9,030 +65.2% Added
CMG CHIPOTLE MEXICAN GRILL INC
$3.2M
0.1%
4,916 −17,029 −77.6% Reduced
ERIC ERICSSON (LM) TEL-SP ADR
$3.1M
0.1%
384,963 −76,777 −16.6% Reduced
EHC ENCOMPASS HEALTH CORP
$3.1M
0.1%
48,064 +48,064 New
W WAYFAIR INC- CLASS A
$3.0M
0.1%
56,425 +56,425 New
AKX ANSYS INC
$3.0M
0.1%
12,842 −8,521 −39.9% Reduced
FLIR FLIR SYSTEMS INC
$3.0M
0.1%
93,171 +19,344 +26.2% Added
IP INTERNATIONAL PAPER CO
$2.9M
0.1%
93,831 −6,663 −6.6% Reduced
GD GENERAL DYNAMICS CORP
$2.8M
0.1%
21,458 −7,422 −25.7% Reduced
GDDY GODADDY INC - CLASS A
$2.8M
0.1%
49,345 +49,345 New
SNBRQ SLEEP NUMBER CORP
$2.8M
0.1%
145,788 −123,130 −45.8% Reduced
BLUE APRON HLDGS INC
$2.7M
0.1%
221,794 +221,794 New
MYL MYLAN NV
$2.7M
0.1%
177,768 +177,768 New
SDCCQ SMILEDIRECTCLUB INC
$2.6M
0.1%
567,100 +567,100 New
SYNA SYNAPTICS INC
$2.6M
0.1%
45,624 −561,318 −92.5% Reduced
DAL DELTA AIR LINES INC
$2.6M
0.1%
90,829 −137,011 −60.1% Reduced
APD AIR PRODUCTS & CHEMICALS INC
$2.6M
0.1%
12,809 +12,809 New
STMP STAMPS.COM INC
$2.6M
0.1%
19,639 +1,158 +6.3% Added
ZNGA ZYNGA INC - CL A
$2.5M
0.1%
369,956 +369,956 New
FIVN FIVE9 INC
$2.5M
0.1%
32,668 +2,516 +8.3% Added
LULU LULULEMON ATHLETICA INC
$2.5M
0.1%
13,127 −24,354 −65.0% Reduced
WBA* WALGREENS BOOTS ALLIANCE INC
$2.5M
0.1%
54,250 +13,218 +32.2% Added
LKQ LKQ CORP
$2.5M
0.1%
120,350 −8,627 −6.7% Reduced
CROX CROCS INC
$2.4M
0.1%
143,298 −123,456 −46.3% Reduced
IDXX IDEXX LABORATORIES INC
$2.4M
0.1%
10,015 +1,327 +15.3% Added
ALK ALASKA AIR GROUP INC
$2.4M
0.1%
84,660 +17,787 +26.6% Added
MIMEEUR MIMECAST LTD
$2.4M
0.1%
67,822 −25,726 −27.5% Reduced
EQT EQT CORP
$2.4M
0.1%
338,208 +338,208 New
FIS FIDELITY NATIONAL INFO SERV
$2.4M
0.1%
19,575 +1,907 +10.8% Added
BHC BAUSCH HEALTH COS INC
$2.4M
0.1%
153,038 +8,240 +5.7% Added
MOMOUSD MOMO INC-SPON ADR
$2.4M
0.0%
108,973 −453 −0.4% Reduced
TSN TYSON FOODS INC-CL A
$2.4M
0.0%
40,706 +31,635 +348.7% Added
ABT ABBOTT LABORATORIES
$2.3M
0.0%
29,762 −92,575 −75.7% Reduced
GM GENERAL MOTORS CO
$2.3M
0.0%
110,845 +110,845 New
CAL CALERES INC
$2.3M
0.0%
441,878 +276,310 +166.9% Added
TTWO TAKE-TWO INTERACTIVE SOFTWRE
$2.3M
0.0%
19,285 −34,661 −64.3% Reduced
ADY AMEDISYS INC
$2.3M
0.0%
12,449 +12,449 New
WM WASTE MANAGEMENT INC
$2.3M
0.0%
24,633 +3,636 +17.3% Added
TYL TYLER TECHNOLOGIES INC
$2.2M
0.0%
7,536 +7,536 New
ACHC ACADIA HEALTHCARE CO INC
$2.2M
0.0%
121,572 +121,572 New
CAH CARDINAL HEALTH INC
$2.2M
0.0%
46,522 +46,522 New
RBAGBP RITCHIE BROS AUCTIONEERS
$2.2M
0.0%
65,244 −32,035 −32.9% Reduced
BALL BALL CORP
$2.2M
0.0%
33,773 +33,773 New
KR KROGER CO
$2.1M
0.0%
71,172 −25,293 −26.2% Reduced
CLX CLOROX COMPANY
$2.1M
0.0%
12,314 +12,314 New
FMC FMC CORP
$2.1M
0.0%
25,970 +25,970 New
SCHW SCHWAB (CHARLES) CORP
$2.1M
0.0%
62,502 +62,502 New
MSM MSC INDUSTRIAL DIRECT CO-A
$2.1M
0.0%
37,635 +9,938 +35.9% Added
ALSN ALLISON TRANSMISSION HOLDING
$2.0M
0.0%
62,798 +62,798 New
BKNG BOOKING HOLDINGS INC
$2.0M
0.0%
1,521 −876 −36.5% Reduced
CABO CABLE ONE INC
$2.0M
0.0%
1,242 +1,242 New
WW6 WW INTERNATIONAL INC
$2.0M
0.0%
120,678 +118,492 +5420.5% Added
GEN GEN DIGITAL INC
$2.0M
0.0%
108,922 +108,922 New
SFM SPROUTS FARMERS MARKET INC
$2.0M
0.0%
109,251 +109,251 New
MS MORGAN STANLEY
$2.0M
0.0%
58,772 −32,354 −35.5% Reduced
SLM SLM CORP
$2.0M
0.0%
272,704 −264,557 −49.2% Reduced
COOPER COS INC
$2.0M
0.0%
7,089 +728 +11.4% Added
SYY SYSCO CORP
$1.9M
0.0%
42,467 −15,559 −26.8% Reduced
NTES NETEASE INC-ADR
$1.9M
0.0%
6,030 −7,199 −54.4% Reduced
HUBG HUB GROUP INC-CL A
$1.9M
0.0%
42,419 +42,419 New
TDY TELEDYNE TECHNOLOGIES INC
$1.9M
0.0%
6,480 +6,480 New
SLAB SILICON LABORATORIES INC
$1.9M
0.0%
22,449 +1,993 +9.7% Added
CGNX COGNEX CORP
$1.9M
0.0%
45,359 +5,835 +14.8% Added
HXL HEXCEL CORP
$1.9M
0.0%
51,309 +27,018 +111.2% Added
THC TENET HEALTHCARE CORP
$1.9M
0.0%
129,895 +129,895 New
SWK STANLEY BLACK & DECKER INC
$1.8M
0.0%
18,460 +5,413 +41.5% Added
LOGMEUR LOGMEIN INC
$1.8M
0.0%
22,136 −31,499 −58.7% Reduced
CDNS CADENCE DESIGN SYS INC
$1.8M
0.0%
27,856 −31,363 −53.0% Reduced
ACIA ACACIA COMMUNICATIONS INC
$1.8M
0.0%
27,093 −41,296 −60.4% Reduced
OMC OMNICOM GROUP
$1.8M
0.0%
33,083 +33,083 New
FBIN FORTUNE BRANDS INNOVATIONS I
$1.8M
0.0%
41,606 +41,606 New
IMKTA INGLES MARKETS INC-CLASS A
$1.8M
0.0%
49,173 +49,173 New
SCI SERVICE CORP INTERNATIONAL
$1.8M
0.0%
45,474 +45,474 New
ENVUSD ENVESTNET INC
$1.8M
0.0%
33,006 +7,004 +26.9% Added
GU9 GUESS? INC
$1.8M
0.0%
260,050 +260,050 New
EBAY EBAY INC
$1.8M
0.0%
58,393 −59,042 −50.3% Reduced
EA* ELECTRONIC ARTS INC
$1.7M
0.0%
17,374 +17,374 New
LABORATORY CORP AMER HLDGS
$1.7M
0.0%
13,637 +3,010 +28.3% Added
SMCIUSD SUPER MICRO COMPUTER INC
$1.7M
0.0%
80,897 +80,897 New
ACTEUR ALLERGAN PLC
$1.7M
0.0%
9,605 −12,836 −57.2% Reduced
ADSK AUTODESK INC
$1.7M
0.0%
10,643 −5,563 −34.3% Reduced
CI THE CIGNA GROUP
$1.7M
0.0%
9,343 +9,343 New
KSUEUR KANSAS CITY SOUTHERN
$1.6M
0.0%
12,898 −1,892 −12.8% Reduced
TRU TRANSUNION
$1.6M
0.0%
24,706 +24,706 New
WUBAUSD 58.COM INC-ADR
$1.6M
0.0%
33,500 −33,405 −49.9% Reduced
ENDPUSD ENDO INTERNATIONAL PLC
$1.6M
0.0%
439,251 +439,251 New
AYAEUR STARS GROUP INC
$1.6M
0.0%
79,399 −93,363 −54.0% Reduced
PCRX PACIRA BIOSCIENCES INC
$1.6M
0.0%
48,159 −53,060 −52.4% Reduced
OLN OLIN CORP
$1.6M
0.0%
138,237 +138,237 New
TECH BIO-TECHNE CORP
$1.6M
0.0%
8,408 −821 −8.9% Reduced
NUANEUR NUANCE COMMUNICATIONS INC
$1.6M
0.0%
94,247 +94,247 New
HZNPN HORIZON THERAPEUTICS PLC
$1.6M
0.0%
53,141 −74,295 −58.3% Reduced
NVS NOVARTIS AG-SPONSORED ADR
$1.6M
0.0%
18,918 +18,918 New
NBIS NEBIUS GROUP NV
$1.6M
0.0%
45,714 +45,714 New
RS RELIANCE INC
$1.5M
0.0%
17,582 −33,234 −65.4% Reduced
DISCAUSD DISCOVERY INC - A
$1.5M
0.0%
78,175 −59,739 −43.3% Reduced
CF CF INDUSTRIES HOLDINGS INC
$1.5M
0.0%
55,385 −43,654 −44.1% Reduced
NEW ORIENTAL ED & TECH GRP I
$1.5M
0.0%
13,781 −20,511 −59.8% Reduced
URBN URBAN OUTFITTERS INC
$1.5M
0.0%
104,709 +68,810 +191.7% Added
CSX CSX CORP
$1.5M
0.0%
25,935 +25,935 New
SERVUSD SERVICEMASTER GLOBAL HOLDING
$1.5M
0.0%
54,975 +54,975 New
ARCO PLATFORM LTD
$1.5M
0.0%
35,064 +35,064 New
WU WESTERN UNION CO
$1.5M
0.0%
80,107 +80,107 New
VEON LTD
$1.4M
0.0%
960,238 −623,451 −39.4% Reduced
HTZ-WEUR HERTZ GLOBAL HOLDINGS INC
$1.4M
0.0%
234,537 −40,442 −14.7% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$1.4M
0.0%
261,993 −21,535 −7.6% Reduced
BNY BANK OF NEW YORK MELLON CORP
$1.4M
0.0%
42,530 +42,530 New
SVMKUSD SVMK INC
$1.4M
0.0%
105,043 −139,447 −57.0% Reduced
ESI ELEMENT SOLUTIONS INC
$1.4M
0.0%
168,769 +168,769 New
RYAAY RYANAIR HOLDINGS PLC-SP ADR
$1.4M
0.0%
26,481 −23,825 −47.4% Reduced
XPO XPO INC
$1.4M
0.0%
28,751 +1,323 +4.8% Added
GRPNCHF GROUPON INC
$1.4M
0.0%
1,428,237 +1,428,237 New
GWW WW GRAINGER INC
$1.4M
0.0%
5,535 +5,535 New
SHOE SHOE STATION GROUP INC
$1.4M
0.0%
66,071 −20,825 −24.0% Reduced
IEX IDEX CORP
$1.4M
0.0%
9,907 −2,693 −21.4% Reduced
GDOT GREEN DOT CORP-CLASS A
$1.4M
0.0%
53,555 −133,975 −71.4% Reduced
DHT DHT HOLDINGS INC
$1.4M
0.0%
177,119 +177,119 New
MXIM MAXIM INTEGRATED PRODUCTS
$1.4M
0.0%
27,900 +27,900 New
MD PEDIATRIX MEDICAL GROUP INC
$1.4M
0.0%
116,506 +116,506 New
MOH MOLINA HEALTHCARE INC
$1.4M
0.0%
9,703 +9,703 New
POOL POOL CORP
$1.4M
0.0%
6,885 +6,885 New
LMEUR LEGG MASON INC
$1.3M
0.0%
27,584 +27,584 New
SCCO SOUTHERN COPPER CORP
$1.3M
0.0%
47,661 +47,661 New
CEO CNOOC LTD-SPON ADR
$1.3M
0.0%
12,903 −15,673 −54.8% Reduced
ETRA E*TRADE FINANCIAL CORP
$1.3M
0.0%
38,913 −62,697 −61.7% Reduced
HTT HIGH TEMPLAR TECH LIMITED
$1.3M
0.0%
740,888 −94,766 −11.3% Reduced
STLD STEEL DYNAMICS INC
$1.3M
0.0%
59,190 +59,190 New
LPLA LPL FINANCIAL HOLDINGS INC
$1.3M
0.0%
24,496 −24,652 −50.2% Reduced
VOYA VOYA FINANCIAL INC
$1.3M
0.0%
32,729 −44,374 −57.6% Reduced
CSLT1EUR CASTLIGHT HEALTH INC-B
$1.3M
0.0%
1,815,514 Held
NTGR NETGEAR INC
$1.3M
0.0%
56,908 +7,438 +15.0% Added
CCOI COGENT COMMUNICATIONS HOLDIN
$1.3M
0.0%
15,831 +15,831 New
GS GOLDMAN SACHS GROUP INC
$1.3M
0.0%
8,387 +8,387 New
P5Y BRF SA-ADR
$1.3M
0.0%
446,418 −43,904 −9.0% Reduced
AJRDEUR AEROJET ROCKETDYNE HOLDINGS
$1.3M
0.0%
30,597 +549 +1.8% Added
NXPI NXP SEMICONDUCTORS NV
$1.3M
0.0%
15,338 −20,661 −57.4% Reduced
CACC CREDIT ACCEPTANCE CORP
$1.3M
0.0%
4,908 −4,744 −49.2% Reduced
MNRO MONRO INC
$1.2M
0.0%
28,374 +8,207 +40.7% Added
CR1USD CRANE CO
$1.2M
0.0%
25,109 −1,383 −5.2% Reduced
DELL DELL TECHNOLOGIES -C
$1.2M
0.0%
31,223 +31,223 New
GRUBHUB INC
$1.2M
0.0%
30,333 −638,843 −95.5% Reduced
ATI ATI INC
$1.2M
0.0%
144,390 +73,573 +103.9% Added
CANADIAN PAC RY LTD
$1.2M
0.0%
5,562 +5,562 New
PBH PRESTIGE CONSUMER HEALTHCARE
$1.2M
0.0%
33,213 +33,213 New
BF/B BROWN-FORMAN CORP-CLASS B
$1.2M
0.0%
21,909 −9,252 −29.7% Reduced
QLYS QUALYS INC
$1.2M
0.0%
13,921 +13,921 New
WTS WATTS WATER TECHNOLOGIES-A
$1.2M
0.0%
14,265 +14,265 New
VLO VALERO ENERGY CORP
$1.2M
0.0%
26,457 +26,457 New
BFH BREAD FINANCIAL HOLDINGS INC
$1.2M
0.0%
35,291 −7,051 −16.7% Reduced
ARCH1EUR ARCH RESOURCES INC
$1.2M
0.0%
41,052 +41,052 New
IBERIABANK CORP
$1.2M
0.0%
32,753 +32,753 New
AMT TD AMERITRADE HOLDING CORP
$1.2M
0.0%
33,481 +33,481 New
SNAP SNAP INC - A
$1.2M
0.0%
97,286 +97,286 New
AVYAUSD AVAYA HOLDINGS CORP
$1.1M
0.0%
141,017 +141,017 New
NXST NEXSTAR MEDIA GROUP INC
$1.1M
0.0%
19,759 +5,978 +43.4% Added
GGG GRACO INC
$1.1M
0.0%
23,324 +23,324 New
BGUSD BUNGE LTD
$1.1M
0.0%
27,678 +27,678 New
0VVB PARAMOUNT GLOBAL-CLASS B
$1.1M
0.0%
79,499 −34,580 −30.3% Reduced
COF CAPITAL ONE FINANCIAL CORP
$1.1M
0.0%
22,036 −22,881 −50.9% Reduced
KLN KIRKLAND LAKE GOLD LTD
$1.1M
0.0%
37,674 −2,006 −5.1% Reduced
NATIONAL INSTRS CORP
$1.1M
0.0%
33,499 +33,499 New
OPLN OPENLANE INC
$1.1M
0.0%
92,132 −126,630 −57.9% Reduced
ATH ATHENE HOLDING LTD-CLASS A
$1.1M
0.0%
44,254 +44,254 New
CMBT CMB TECH NV
$1.1M
0.0%
97,246 +97,246 New
FIAT CHRYSLER AUTOMOBILES N
$1.1M
0.0%
151,274 −129,611 −46.1% Reduced
SC SANTANDER CONSUMER USA HOLDI
$1.1M
0.0%
77,462 −99,025 −56.1% Reduced
HQY HEALTHEQUITY INC
$1.1M
0.0%
21,208 +21,208 New
NTB BANK OF N.T. BUTTERFIELD&SON
$1.1M
0.0%
62,619 −56,636 −47.5% Reduced
GNTX GENTEX CORP
$1.1M
0.0%
47,940 +47,940 New
ITT ITT INC
$1.1M
0.0%
23,398 +23,398 New
ATLASSIAN CORP PLC
$1.1M
0.0%
7,722 +7,722 New
LOCO EL POLLO LOCO HOLDINGS INC
$1.1M
0.0%
124,996 −18,539 −12.9% Reduced
BTU PEABODY ENERGY CORP
$1.1M
0.0%
362,073 −70,507 −16.3% Reduced
FICO FAIR ISAAC CORP
$1.0M
0.0%
3,402 +3,402 New
LNWO LIGHT & WONDER INC
$1.0M
0.0%
107,928 −53,554 −33.2% Reduced
VSAT VIASAT INC
$1.0M
0.0%
28,745 +1,138 +4.1% Added
VTY VERINT SYSTEMS INC
$1.0M
0.0%
23,873 +23,873 New
EXTR EXTREME NETWORKS INC
$1.0M
0.0%
327,894 +44,832 +15.8% Added
CVLT COMMVAULT SYSTEMS INC
$1.0M
0.0%
24,820 +24,820 New
CSGP COSTAR GROUP INC
$998K
0.0%
1,700 +1,700 New
HEI HEICO CORP
$981K
0.0%
13,150 −856 −6.1% Reduced
ALGN ALIGN TECHNOLOGY INC
$979K
0.0%
5,627 −14,535 −72.1% Reduced
MUSA MURPHY USA INC
$972K
0.0%
11,523 −70,489 −85.9% Reduced
V VISA INC-CLASS A SHARES
$954K
0.0%
5,918 −3,861 −39.5% Reduced
P EVERPURE INC-A
$952K
0.0%
77,419 +77,419 New
ACM AECOM
$951K
0.0%
31,870 +31,870 New
PRI PRIMERICA INC
$942K
0.0%
10,641 +10,641 New
RJF RAYMOND JAMES FINANCIAL INC
$942K
0.0%
14,911 +14,911 New
PHM PULTEGROUP INC
$941K
0.0%
42,149 +42,149 New
TRMB TRIMBLE INC
$940K
0.0%
29,534 −28,447 −49.1% Reduced
RTN1USD RAYTHEON COMPANY
$937K
0.0%
7,147 −7,871 −52.4% Reduced
EB4 EVENTBRITE INC-CLASS A
$935K
0.0%
128,014 +128,014 New
SAVEEUR SPIRIT AIRLINES INC
$931K
0.0%
72,231 +72,231 New
EMN EASTMAN CHEMICAL CO
$921K
0.0%
19,783 −6,743 −25.4% Reduced
NVROEUR NEVRO CORP
$918K
0.0%
9,180 +9,180 New
BOX BOX INC - CLASS A
$916K
0.0%
65,262 +65,262 New
HMC HONDA MOTOR CO LTD-SPONS ADR
$913K
0.0%
40,641 +40,641 New
AYI ACUITY INC
$910K
0.0%
10,618 +10,618 New
AR ANTERO RESOURCES CORP
$907K
0.0%
1,272,170 −819,965 −39.2% Reduced
POL4EUR POLYONE CORPORATION
$900K
0.0%
47,464 +47,464 New
OLED UNIVERSAL DISPLAY CORP
$900K
0.0%
6,829 −2,871 −29.6% Reduced
TGT TARGET CORP
$898K
0.0%
9,654 +9,654 New
FOSL FOSSIL GROUP INC
$883K
0.0%
268,539 +246,768 +1133.5% Added
CASPER SLEEP INC
$868K
0.0%
202,395 +202,395 New
SEIC SEI INVESTMENTS COMPANY
$866K
0.0%
18,684 +18,684 New
SABR SABRE CORP
$857K
0.0%
144,571 +42,584 +41.8% Added
IRDM IRIDIUM COMMUNICATIONS INC
$854K
0.0%
38,266 +38,266 New
IDCC INTERDIGITAL INC
$849K
0.0%
19,034 +19,034 New
BFAM BRIGHT HORIZONS FAMILY SOLUT
$844K
0.0%
8,279 +8,279 New
CLH CLEAN HARBORS INC
$844K
0.0%
16,436 +16,436 New
MTCHEUR MATCH GROUP INC
$832K
0.0%
12,602 +12,602 New
RXNEUR REXNORD CORP
$818K
0.0%
36,063 +36,063 New
MRCY MERCURY SYSTEMS INC
$811K
0.0%
11,369 −12,739 −52.8% Reduced
DHI DR HORTON INC
$809K
0.0%
23,803 +23,803 New
AN AUTONATION INC
$804K
0.0%
28,644 +28,644 New
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$802K
0.0%
48,209 +48,209 New
FAF FIRST AMERICAN FINANCIAL
$788K
0.0%
18,577 +18,577 New
CITUSD CIT GROUP INC
$778K
0.0%
45,055 −45,965 −50.5% Reduced
GLW CORNING INC
$776K
0.0%
37,761 −102,234 −73.0% Reduced
I2EUR INTELSAT SA
$765K
0.0%
499,987 −176,073 −26.0% Reduced
MGM MGM RESORTS INTERNATIONAL
$763K
0.0%
64,620 −46,662 −41.9% Reduced
FRONTLINE LTD
$755K
0.0%
78,576 +78,576 New
KN KNOWLES CORP
$752K
0.0%
56,233 +56,233 New
TBCH TURTLE BEACH CORP
$745K
0.0%
119,407 +12,394 +11.6% Added
PBF PBF ENERGY INC-CLASS A
$728K
0.0%
102,816 +46,872 +83.8% Added
YRI YAMANA GOLD INC
$719K
0.0%
261,623 +261,623 New
MLKN MILLERKNOLL INC
$716K
0.0%
32,235 +32,235 New
MTG MGIC INVESTMENT CORP
$706K
0.0%
111,209 +111,209 New
GOLGBP GOL LINHAS AEREAS INTEL-ADR
$698K
0.0%
163,555 +163,555 New
UNM UNUM GROUP
$697K
0.0%
46,433 +46,433 New
GRA1EUR WR GRACE & CO
$691K
0.0%
19,409 +19,409 New
SUM SUMMIT MATERIALS INC -CL A
$690K
0.0%
46,019 +46,019 New
CSOD CORNERSTONE ONDEMAND INC
$677K
0.0%
21,328 +21,328 New
KHC KRAFT HEINZ CO
$668K
0.0%
27,009 +27,009 New
TS TENARIS SA-ADR
$658K
0.0%
54,646 +54,646 New
GNW GENWORTH FINANCIAL INC
$656K
0.0%
197,476 +197,476 New
OI O-I GLASS INC
$649K
0.0%
91,310 +91,310 New
CNK CINEMARK HOLDINGS INC
$633K
0.0%
62,119 +62,119 New
WED WEBSTER FINANCIAL CORP
$591K
0.0%
25,810 +25,810 New
AER AERCAP HOLDINGS NV
$591K
0.0%
25,916 +25,916 New
AZO AUTOZONE INC
$588K
0.0%
695 +695 New
GFI GOLD FIELDS LTD-SPONS ADR
$587K
0.0%
123,676 +123,676 New
FHI FEDERATED HERMES INC
$586K
0.0%
30,772 +30,772 New
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$581K
0.0%
137,939 −282,017 −67.2% Reduced
C CITIGROUP INC
$581K
0.0%
13,794 +13,794 New
HRL HORMEL FOODS CORP
$581K
0.0%
12,463 +12,463 New
BOOT BOOT BARN HOLDINGS INC
$574K
0.0%
44,383 +44,383 New
GPI GROUP 1 AUTOMOTIVE INC
$574K
0.0%
12,968 +12,968 New
CLF CLEVELAND-CLIFFS INC
$561K
0.0%
142,121 +142,121 New
LNC LINCOLN NATIONAL CORP
$560K
0.0%
21,265 +21,265 New
DKS DICK'S SPORTING GOODS INC
$556K
0.0%
26,145 +26,145 New
DOORUSD MASONITE INTERNATIONAL CORP
$542K
0.0%
11,420 +11,420 New
MCD MCDONALD'S CORP
$527K
0.0%
3,186 −994 −23.8% Reduced
CZZ COSAN LTD-CLASS A SHARES
$522K
0.0%
42,408 +42,408 New
AEO AMERICAN EAGLE OUTFITTERS
$520K
0.0%
65,436 +65,436 New
APAM ARTISAN PARTNERS ASSET MA -A
$518K
0.0%
24,112 +24,112 New
DPZ DOMINO'S PIZZA INC
$515K
0.0%
1,590 +1,590 New
EXMOC EXXON MOBIL CORP
$515K
0.0%
13,555 +13,555 New
NUE NUCOR CORP
$503K
0.0%
13,967 +13,967 New
CRM SALESFORCE INC
$491K
0.0%
3,410 +3,410 New
NAVI NAVIENT CORP
$484K
0.0%
63,864 −250,480 −79.7% Reduced
JPM JPMORGAN CHASE & CO
$474K
0.0%
5,260 +5,260 New
PRGO PERRIGO CO PLC
$423K
0.0%
8,786 +8,786 New
JJSF J & J SNACK FOODS CORP
$396K
0.0%
3,273 +3,273 New
SLB SLB LTD
$375K
0.0%
27,781 +27,781 New
HOME AT HOME GROUP INC
$367K
0.0%
181,653 +23,952 +15.2% Added
DISH DISH NETWORK CORP-A
$360K
0.0%
18,002 +18,002 New
NMIH NMI HOLDINGS INC
$350K
0.0%
30,127 +30,127 New
HAE HAEMONETICS CORP/MASS
$345K
0.0%
3,463 −5,744 −62.4% Reduced
RRGB RED ROBIN GOURMET BURGERS
$339K
0.0%
39,822 −58,717 −59.6% Reduced
MCK MCKESSON CORP
$334K
0.0%
2,470 +2,470 New
WORK SLACK TECHNOLOGIES INC- CL A
$330K
0.0%
12,300 Held
MUR MURPHY OIL CORP
$316K
0.0%
51,622 −41,482 −44.6% Reduced
NAV NAVISTAR INTERNATIONAL CORP
$303K
0.0%
18,399 +18,399 New
PFE PFIZER INC
$297K
0.0%
9,108 +9,108 New
ICE INTERCONTINENTAL EXCHANGE IN
$295K
0.0%
3,655 +3,655 New
CHTR CHARTER COMMUNICATIONS INC-A
$283K
0.0%
648 +648 New
XEL XCEL ENERGY INC
$265K
0.0%
4,391 +4,391 New
CACI CACI INTERNATIONAL INC -CL A
$255K
0.0%
1,207 +1,207 New
DLTR DOLLAR TREE INC
$251K
0.0%
3,410 −723,890 −99.5% Reduced
PM PHILIP MORRIS INTERNATIONAL
$247K
0.0%
3,389 +3,389 New
RNG RINGCENTRAL INC-CLASS A
$243K
0.0%
1,147 +1,147 New
MKTX MARKETAXESS HOLDINGS INC
$240K
0.0%
723 +723 New
PANW PALO ALTO NETWORKS INC
$238K
0.0%
1,451 −58,938 −97.6% Reduced
OII OCEANEERING INTL INC
$237K
0.0%
80,721 +80,721 New
IACIEUR IAC/INTERACTIVECORP
$232K
0.0%
1,292 +1,292 New
ADI ANALOG DEVICES INC
$224K
0.0%
2,502 −12,760 −83.6% Reduced
WDAY WORKDAY INC-CLASS A
$223K
0.0%
1,715 −4,384 −71.9% Reduced
LNG CHENIERE ENERGY INC
$219K
0.0%
6,544 +6,544 New
DUK DUKE ENERGY CORP
$219K
0.0%
2,702 +2,702 New
TIFEUR TIFFANY & CO
$213K
0.0%
1,644 +1,644 New
WFC WELLS FARGO & CO
$206K
0.0%
7,169 +7,169 New
CAG CONAGRA BRANDS INC
$205K
0.0%
6,995 −61,536 −89.8% Reduced
INTU INTUIT INC
$192K
0.0%
833 −27,979 −97.1% Reduced
ALXN ALEXION PHARMACEUTICALS INC
$190K
0.0%
2,119 +2,119 New
UNF UNIFIRST CORP/MA
$187K
0.0%
1,240 +1,240 New
LAD LITHIA MOTORS INC
$168K
0.0%
2,050 +2,050 New
AEP AMERICAN ELECTRIC POWER
$165K
0.0%
2,060 +2,060 New
SSD SIMPSON MANUFACTURING CO INC
$161K
0.0%
2,599 +2,599 New
JNPR* JUNIPER NETWORKS INC
$154K
0.0%
8,027 +8,027 New
T86 TRI POINTE HOMES INC
$146K
0.0%
16,602 +16,602 New
JBLU JETBLUE AIRWAYS CORP
$130K
0.0%
14,559 −12,185 −45.6% Reduced
SYF SYNCHRONY FINANCIAL
$127K
0.0%
7,889 −8,137 −50.8% Reduced
RUTHUSD RUTH'S HOSPITALITY GROUP INC
$125K
0.0%
18,754 −59,112 −75.9% Reduced
GPRO GOPRO INC-CLASS A
$111K
0.0%
42,371 +42,371 New
VRTX VERTEX PHARMACEUTICALS INC
$109K
0.0%
460 +460 New
CTSH COGNIZANT TECH SOLUTIONS-A
$100K
0.0%
2,145 +2,145 New
EOG EOG RESOURCES INC
$94K
0.0%
2,622 +2,622 New
USB US BANCORP
$94K
0.0%
2,735 +2,735 New
XLNXEUR XILINX INC
$91K
0.0%
1,168 +1,168 New
TWTR TWITTER INC
$90K
0.0%
3,657 −61,290 −94.4% Reduced
NEE NEXTERA ENERGY INC
$89K
0.0%
369 +369 New
PLNT PLANET FITNESS INC - CL A
$85K
0.0%
1,749 +1,749 New
QEP QEP RESOURCES INC
$77K
0.0%
229,590 −135,791 −37.2% Reduced
XRX XEROX HOLDINGS CORP
$77K
0.0%
4,065 +4,065 New
AMCX AMC GLOBAL MEDIA INC
$63K
0.0%
2,584 +2,584 New
TMO THERMO FISHER SCIENTIFIC INC
$63K
0.0%
221 +221 New
HO1 HOLOGIC INC
$62K
0.0%
1,767 +1,767 New
QCOM QUALCOMM INC
$59K
0.0%
867 −49,048 −98.3% Reduced
XENTEUR INTERSECT ENT INC
$53K
0.0%
4,489 +4,489 New
COUPEUR COUPA SOFTWARE INC
$50K
0.0%
355 +355 New
MU MICRON TECHNOLOGY INC
$50K
0.0%
1,194 −2,845 −70.4% Reduced
FFIV F5 INC
$48K
0.0%
447 +447 New
AMG AFFILIATED MANAGERS GROUP
$43K
0.0%
731 +731 New
BKE BUCKLE INC
$43K
0.0%
3,136 −160,799 −98.1% Reduced
FN FABRINET
$43K
0.0%
784 +784 New
LEN LENNAR CORP-A
$42K
0.0%
1,096 +1,096 New
GPN GLOBAL PAYMENTS INC
$38K
0.0%
262 +262 New
BRK/B BERKSHIRE HATHAWAY INC-CL B
$30K
0.0%
165 +165 New
GWRE GUIDEWIRE SOFTWARE INC
$30K
0.0%
374 +374 New
EXPE EXPEDIA GROUP INC
$28K
0.0%
496 −40,383 −98.8% Reduced
NCLH NORWEGIAN CRUISE LINE HOLDIN
$21K
0.0%
1,916 +1,916 New
MRK MERCK & CO. INC.
$19K
0.0%
249 +249 New
UAA UNDER ARMOUR INC-CLASS A
$19K
0.0%
2,022 +2,022 New
TRIP TRIPADVISOR INC
$12K
0.0%
678 −156,261 −99.6% Reduced
PRKS UNITED PARKS & RESORTS INC
$6K
0.0%
574 +574 New
DRI DARDEN RESTAURANTS INC
$2K
0.0%
40 +40 New

Sold positions

99 closed in Q1 2020 · shares & value as of prior filing
Holding Shares sold Prior value
MDCOUSD MEDICINES COMPANY
2,176,487 $184.9M
WLK WESTLAKE CORP
2,312,723 $162.2M
INTC INTEL CORP
1,076,938 $64.5M
AGCO AGCO CORP
783,615 $60.5M
WDC WESTERN DIGITAL CORP
621,043 $39.4M
NKE NIKE INC -CL B
148,814 $15.1M
TAK TAKEDA PHARMACEUTIC-SP ADR
716,145 $14.1M
DEO DIAGEO PLC-SPONSORED ADR
82,209 $13.8M
MKC MCCORMICK & CO-NON VTG SHRS
78,634 $13.3M
KSS KOHLS CORP
253,361 $12.9M
GIS GENERAL MILLS INC
240,440 $12.9M
WIX WIX.COM LTD
102,349 $12.5M
OXM OXFORD INDUSTRIES INC
164,548 $12.4M
F FORD MOTOR CO
1,192,862 $11.1M
JWNUSD NORDSTROM INC
248,772 $10.2M
LUV SOUTHWEST AIRLINES CO
169,041 $9.1M
GAP GAP INC
473,709 $8.4M
CPB THE CAMPBELL'S COMPANY
162,777 $8.0M
EAT BRINKER INTERNATIONAL INC
178,587 $7.5M
ORLY O'REILLY AUTOMOTIVE INC
14,923 $6.5M
CRI CARTER'S INC
52,469 $5.7M
KO COCA-COLA CO
102,871 $5.7M
DVN DEVON ENERGY CORP
204,646 $5.3M
PVH PVH CORP
49,909 $5.2M
CHDN CHURCHILL DOWNS INC
36,584 $5.0M
WH WYNDHAM HOTELS & RESORTS INC
78,554 $4.9M
AGS2USD PLAYAGS INC
403,757 $4.9M
MZTI MARZETTI COMPANY
30,303 $4.9M
NATIONAL GEN HLDGS CORP
217,469 $4.8M
HUN HUNTSMAN CORP
198,270 $4.8M
AAMI ACADIAN ASSET MANAGEMENT INC
467,203 $4.8M
HCC WARRIOR MET COAL INC
224,019 $4.7M
MEETEUR MEET GROUP INC
943,820 $4.7M
UPBD UPBOUND GROUP INC
161,744 $4.7M
TECK TECK RESOURCES LTD-CLS B
265,078 $4.6M
GLNG GOLAR LNG LTD
318,526 $4.5M
AMP AMERIPRISE FINANCIAL INC
27,171 $4.5M
TEVA TEVA PHARMACEUTICAL-SP ADR
461,715 $4.5M
OMF ONEMAIN HOLDINGS INC
103,799 $4.4M
KT KT CORP-SP ADR
374,414 $4.3M
ECHO ECHOSTAR CORP-A
99,248 $4.3M
TTC TORO CO
52,534 $4.2M
5TC TRUECAR INC
870,773 $4.1M
MNKGBP MALLINCKRODT PLC
1,084,888 $3.8M
PYPL PAYPAL HOLDINGS INC
33,796 $3.7M
CBRL CRACKER BARREL OLD COUNTRY
21,193 $3.3M
DNKN DUNKIN' BRANDS GROUP INC
40,150 $3.0M
COLM COLUMBIA SPORTSWEAR CO
30,006 $3.0M
LYB LYONDELLBASELL INDU-CL A
31,796 $3.0M
LPX LOUISIANA-PACIFIC CORP
99,054 $2.9M
SAH SONIC AUTOMOTIVE INC-CLASS A
93,881 $2.9M
CSCO CISCO SYSTEMS INC
60,598 $2.9M
HLT HILTON WORLDWIDE HOLDINGS IN
24,636 $2.7M
HAIN HAIN CELESTIAL GROUP INC
104,673 $2.7M
RL RALPH LAUREN CORP
22,723 $2.7M
CZREUR CAESARS ENTERTAINMENT CORP
189,501 $2.6M
DIS WALT DISNEY CO
17,737 $2.6M
GENERAL ELECTRIC CO
219,700 $2.5M
ETSY ETSY INC
55,277 $2.4M
KLAC KLA CORP
13,714 $2.4M
ROK ROCKWELL AUTOMATION INC
11,998 $2.4M
CVX CHEVRON CORP
19,897 $2.4M
ITW ILLINOIS TOOL WORKS
13,071 $2.3M
AVT AVNET INC
54,443 $2.3M
OC OWENS CORNING
34,425 $2.2M
NEU NEWMARKET CORP
4,519 $2.2M
AOS SMITH (A.O.) CORP
45,096 $2.1M
SGI SOMNIGROUP INTERNATIONAL INC
24,487 $2.1M
VZ VERIZON COMMUNICATIONS INC
33,915 $2.1M
MA MASTERCARD INC - A
6,928 $2.1M
DIN DINE BRANDS GLOBAL INC
23,861 $2.0M
PEGA PEGASYSTEMS INC
24,269 $1.9M
XYZ BLOCK INC
30,662 $1.9M
AKRXEUR AKORN INC
1,241,326 $1.9M
LGND LIGAND PHARMACEUTICALS
16,489 $1.7M
GILD GILEAD SCIENCES INC
25,365 $1.6M
EXEL EXELIXIS INC
91,759 $1.6M
THO THOR INDUSTRIES INC
21,096 $1.6M
SHOO STEVEN MADDEN LTD
35,458 $1.5M
DK DELEK US HOLDINGS INC
45,047 $1.5M
MTN VAIL RESORTS INC
5,832 $1.4M
CW CURTISS-WRIGHT CORP
9,767 $1.4M
TFX TELEFLEX INC
3,483 $1.3M
UTHR UNITED THERAPEUTICS CORP
14,781 $1.3M
BYD BOYD GAMING CORP
42,592 $1.3M
HAS HASBRO INC
11,967 $1.3M
PTLAEUR PORTOLA PHARMACEUTICALS INC
52,425 $1.3M
MIDD MIDDLEBY CORP
11,418 $1.3M
MMM 3M CO
5,733 $1.0M
PCAR PACCAR INC
8,549 $676K
EMR EMERSON ELECTRIC CO
8,183 $624K
PLAY DAVE & BUSTER'S ENTERTAINMEN
14,114 $567K
WOO FOOT LOCKER INC
13,293 $518K
SNA SNAP-ON INC
2,406 $408K
ACCO ACCO BRANDS CORP
38,992 $365K
MIKUSD MICHAELS COS INC
44,256 $358K
HSY HERSHEY CO
1,366 $201K
PENN PENN ENTERTAINMENT INC
7,262 $186K
PINS PINTEREST INC- CLASS A
3,145 $59K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.