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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Balyasny Asset Management LLC

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000950123-23-010801

Total Value
$49.01B
Positions
2,787
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642876554,461,777$788.6M1.97%
2ACTIVISION BLIZZARD INC00507V1096,683,654$625.8M1.56%
3SPDR S&P 500 ETF TRSPY1,432,800$612.5M1.53%
4SPDR S&P 500 ETF TRSPY1,203,542$514.5M1.28%
5ISHARES TR4642876552,859,700$505.4M1.26%
6INVESCO QQQ TRIVZ1,354,100$485.1M1.21%
7SEAGEN INCSE2,278,686$483.4M1.21%
8ACTIVISION BLIZZARD INC00507V1094,733,200$443.2M1.11%
9UNION PAC CORPUNP2,164,660$440.8M1.10%
10SELECT SECTOR SPDR TR81369Y60511,588,600$384.4M0.96%
11NOVO-NORDISK A SNONOF585,000$376.7M0.94%
12VMWARE INC9285634022,198,505$366.0M0.91%
13MICROSOFT CORPMSFT1,072,200$338.5M0.84%
14MICROSOFT CORPMSFT942,140$297.5M0.74%
15APPLE INCAAPL1,715,700$293.7M0.73%
16NVIDIA CORPORATIONNVDA660,814$287.4M0.72%
17APPLIED MATLS INC0382221051,966,357$272.2M0.68%
18KRANESHARES TR5007673069,450,000$258.6M0.64%
19HORIZON THERAPEUTICS PUB LG461881012,212,745$256.0M0.64%
20PFIZER INCPFE7,592,878$251.9M0.63%
21MICRON TECHNOLOGY INCMU3,701,739$251.8M0.63%
22SELECT SECTOR SPDR TR81369Y8031,484,300$243.3M0.61%
23ISHARES TR4642878042,405,092$226.9M0.57%
24CRH PLCCRH4,035,980$220.9M0.55%
25HONEYWELL INTL INC4385161061,175,285$217.1M0.54%
26PARKER-HANNIFIN CORPPH555,301$216.3M0.54%
27JPMORGAN CHASE & COVYLD1,443,900$209.4M0.52%
28SELECT SECTOR SPDR TR81369Y6056,285,400$208.5M0.52%
29NORTHROP GRUMMAN CORPNOC464,721$204.6M0.51%
30AMAZON COM INCAMZN1,601,441$203.6M0.51%
31AMPHENOL CORP NEW0320951012,419,138$203.2M0.51%
32PFIZER INCPFE6,086,000$201.9M0.50%
33ELI LILLY & COLLY373,200$200.5M0.50%
34PENTAIR PLCPNR3,004,703$194.6M0.49%
35TAKE-TWO INTERACTIVE SOFTWARTTWO1,345,125$188.8M0.47%
36HUNT J B TRANS SVCS INC445658107993,984$187.4M0.47%
37MASTERCARD INCORPORATEDMA464,405$183.9M0.46%
38FEDEX CORPFDX692,332$183.4M0.46%
39LENNOX INTL INC526107107480,153$179.8M0.45%
40WATSCO INCWSO-B448,364$169.4M0.42%
41PNC FINL SVCS GROUP INC6934751051,374,369$168.7M0.42%
42IDEX CORP45167R104800,363$166.5M0.42%
43WESTERN DIGITAL CORP.WDC3,613,720$164.9M0.41%
44T-MOBILE US INCTMUSZ1,154,152$161.6M0.40%
45NATIONAL INSTRS CORP6365181022,701,117$161.0M0.40%
46EMERSON ELEC COEMR1,666,642$160.9M0.40%
47HORIZON THERAPEUTICS PUB LG461881011,374,100$159.0M0.40%
48SEAGEN INCSE725,000$153.8M0.38%
49ELECTRONIC ARTS INCEA1,273,737$153.4M0.38%
50APPLE INCAAPL893,000$152.9M0.38%
51SELECT SECTOR SPDR TR81369Y8522,313,000$151.7M0.38%
52SERVICENOW INCNOW269,754$150.8M0.38%
53JPMORGAN CHASE & COVYLD1,030,553$149.5M0.37%
54D R HORTON INC23331A1091,374,559$147.7M0.37%
55PIONEER NAT RES CO723787107628,370$144.2M0.36%
56DUPONT DE NEMOURS INCDD1,863,070$139.0M0.35%
57ADVANCED MICRO DEVICES INCAMD1,343,881$138.2M0.34%
58NVIDIA CORPORATIONNVDA317,300$138.0M0.34%
59CSX CORPCSX4,455,670$137.0M0.34%
60POOL CORPPOOL384,496$136.9M0.34%
61WELLS FARGO CO NEW9497461013,334,174$136.2M0.34%
62SYNOPSYS INCSNPS294,753$135.3M0.34%
63META PLATFORMS INCMETA436,348$131.0M0.33%
64CISCO SYS INCCSCO2,435,500$130.9M0.33%
65UNITED AIRLS HLDGS INCUNTCW3,077,136$130.2M0.32%
66TECK RESOURCES LTDTCKRF2,975,570$128.2M0.32%
67SELECT SECTOR SPDR TR81369Y407787,900$126.8M0.32%
68EVEREST GROUP LTDEG333,193$123.8M0.31%
69CHEVRON CORP NEWCVX730,500$123.2M0.31%
70ZSCALER INCZS777,306$120.9M0.30%
71AMAZON COM INCAMZN945,100$120.1M0.30%
72PALO ALTO NETWORKS INCPANW506,283$118.7M0.30%
73INVESCO QQQ TRIVZ330,000$118.2M0.29%
74CELANESE CORP DELCE938,971$117.9M0.29%
75PRICE T ROWE GROUP INCTROW1,123,728$117.8M0.29%
76WASTE CONNECTIONS INCWCN869,130$116.7M0.29%
77TESLA INCTSLA465,300$116.4M0.29%
78BOEING COBA-PA601,292$115.3M0.29%
79INTERNATIONAL BUSINESS MACHSINTR820,100$115.1M0.29%
80SAIA INCSAIA287,794$114.7M0.29%
81AKAMAI TECHNOLOGIES INCAKAM1,073,946$114.4M0.29%
82ALPHABET INCGOOG872,912$114.2M0.28%
83COGNIZANT TECHNOLOGY SOLUTIOCTSH1,673,440$113.4M0.28%
84HALLIBURTON COHAL2,797,264$113.3M0.28%
85THE CIGNA GROUP125523100394,405$112.8M0.28%
86ENTERGY CORP NEWENO1,217,624$112.6M0.28%
87NEW RELIC INC64829B1001,307,640$112.0M0.28%
88HOME DEPOT INCHD366,499$110.7M0.28%
89AERCAP HOLDINGS NVAER1,757,502$110.1M0.27%
90MERCK & CO INCMRK1,061,690$109.3M0.27%
91GENERAL DYNAMICS CORPGD493,870$109.1M0.27%
92BROADCOM INCAVGO129,500$107.6M0.27%
93ZIMMER BIOMET HOLDINGS INCZBH949,632$106.6M0.27%
94VICI PPTYS INC9256521093,631,477$105.7M0.26%
95SELECT SECTOR SPDR TR81369Y3081,525,493$105.0M0.26%
96FERRARI N VRACE354,234$104.7M0.26%
97PRUDENTIAL FINL INCPUKPF1,101,522$104.5M0.26%
98TRUIST FINL CORP89832Q1093,632,687$103.9M0.26%
99KRAFT HEINZ COKHC3,083,633$103.7M0.26%
100PRINCIPAL FINANCIAL GROUP INPFG1,427,557$102.9M0.26%
101EXXON MOBIL CORPXOM873,500$102.7M0.26%
102DIAMONDBACK ENERGY INCFANG663,045$102.7M0.26%
103GENERAL ELECTRIC CO369604301902,380$99.8M0.25%
104SPLUNK INC848637104676,361$98.9M0.25%
105CINEMARK HLDGS INCCNK66,500,000$97.3M0.24%
106LYONDELLBASELL INDUSTRIES NLYB1,017,867$96.4M0.24%
107MCKESSON CORPMCK220,900$96.1M0.24%
108OREILLY AUTOMOTIVE INC67103H107105,651$96.0M0.24%
109ISHARES TR464287507383,796$95.7M0.24%
110RYMAN HOSPITALITY PPTYS INC78377T1071,134,391$94.5M0.24%
111CHURCH & DWIGHT CO INCCHD1,013,387$92.9M0.23%
112AMEREN CORPAEE1,238,596$92.7M0.23%
113ORACLE CORPORCL-PD866,659$91.8M0.23%
114VMWARE INC928563402550,400$91.6M0.23%
115CMS ENERGY CORPCMS-PC1,719,733$91.3M0.23%
116XCEL ENERGY INCXELLL1,590,530$91.0M0.23%
117ANTERO RESOURCES CORPAR3,559,321$90.3M0.23%
118UNITEDHEALTH GROUP INCUNH178,600$90.0M0.22%
119SPDR SER TR78464A6982,149,900$89.8M0.22%
120KELLANOVABEKE1,506,363$89.6M0.22%
121NUTRIEN LTDNTR1,444,543$89.2M0.22%
122SELECT SECTOR SPDR TR81369Y6052,667,974$88.5M0.22%
123VISA INCV381,400$87.7M0.22%
124AVANTOR INCAVTR4,150,165$87.5M0.22%
125MONGODB INCMDB51,066,000$87.4M0.22%
126CONSTELLATION BRANDS INCSTZ347,668$87.4M0.22%
127OWENS CORNING NEWOC629,893$85.9M0.21%
128AUTOMATIC DATA PROCESSING INADP355,100$85.4M0.21%
129MASTERCARD INCORPORATEDMA213,900$84.7M0.21%
130TRANSOCEAN INCRIG46,945,000$84.6M0.21%
131KB HOMEKBH1,827,642$84.6M0.21%
132HORIZON THERAPEUTICS PUB LG46188101726,000$84.0M0.21%
133LPL FINL HLDGS INC50212V100352,876$83.9M0.21%
134UNITEDHEALTH GROUP INCUNH165,700$83.5M0.21%
135SUN CMNTYS INC866674104704,350$83.4M0.21%
136CUBESMARTCUBE2,185,798$83.3M0.21%
137JUNIPER NETWORKS INC48203R1042,999,053$83.3M0.21%
138ARM HOLDINGS PLC0420682051,554,627$83.2M0.21%
139STARBUCKS CORPSBUX902,200$82.3M0.21%
140TIDEWATER INC NEWTDGMW1,152,869$81.9M0.20%
141WARNER MUSIC GROUP CORPWMG2,608,796$81.9M0.20%
142AIR PRODS & CHEMS INCAIIR288,253$81.7M0.20%
143LEAR CORPLEA607,955$81.6M0.20%
144CERIDIAN HCM HLDG INC15677J1081,198,488$81.3M0.20%
145APTARGROUP INCATR649,810$81.3M0.20%
146ABCAM PLC0003802043,585,928$81.1M0.20%
147APTIV PLCAPTV820,954$80.9M0.20%
148DUKE ENERGY CORP NEWDUKB916,464$80.9M0.20%
149NASDAQ INCNDAQ1,658,137$80.6M0.20%
150BIOMARIN PHARMACEUTICAL INCBMRN910,396$80.6M0.20%
151UNITEDHEALTH GROUP INCUNH158,887$80.1M0.20%
152OLLIES BARGAIN OUTLET HLDGS6811161091,036,170$80.0M0.20%
153HUBBELL INCHUBB253,499$79.4M0.20%
154MID-AMER APT CMNTYS INC59522J103617,437$79.4M0.20%
155CROWN HLDGS INCCCK891,222$78.9M0.20%
156XPO INCXPO1,052,262$78.6M0.20%
157SPROUTS FMRS MKT INC85208M1021,834,564$78.5M0.20%
158WEST PHARMACEUTICAL SVSC INC955306105207,004$77.7M0.19%
159MARVELL TECHNOLOGY INCMRVL1,419,061$76.8M0.19%
160BJS WHSL CLUB HLDGS INC05550J1011,071,195$76.5M0.19%
161SHERWIN WILLIAMS COSHW298,073$76.0M0.19%
162ZEBRA TECHNOLOGIES CORPORATIZBRA320,278$75.8M0.19%
163TREX CO INCTREX1,223,382$75.4M0.19%
164AMERICAN ELEC PWR CO INC025537101998,311$75.1M0.19%
165CBRE GROUP INCCBRE1,012,652$74.8M0.19%
166AGREE RLTY CORP0084921001,351,103$74.6M0.19%
167CUMMINS INCCMI326,522$74.6M0.19%
168BP PLCBPPFF1,905,141$73.8M0.18%
169BOSTON BEER INCSAM189,056$73.6M0.18%
170AMERICAN TOWER CORP NEW03027X100446,485$73.4M0.18%
171REGAL REXNORD CORPORATIONRRX513,460$73.4M0.18%
172SEMPRASREA1,075,025$73.1M0.18%
173OCCIDENTAL PETE CORP6745991051,126,415$73.1M0.18%
174FIRST HORIZON CORPORATIONFHN-PH6,598,945$72.7M0.18%
175MERCADOLIBRE INCMELI57,272$72.6M0.18%
176TJX COS INC NEW872540109816,800$72.6M0.18%
177T-MOBILE US INCTMUSZ517,600$72.5M0.18%
178VANGUARD INDEX FDS922908751383,298$72.5M0.18%
179MODERNA INCMRNA700,341$72.3M0.18%
180WILLIAMS SONOMA INCWSM464,355$72.2M0.18%
181ATLASSIAN CORPORATIONTEAM355,669$71.7M0.18%
182CADENCE DESIGN SYSTEM INCCDNS304,683$71.4M0.18%
183COMCAST CORP NEWCCZ1,595,224$70.7M0.18%
184MARRIOTT INTL INC NEW571903202359,597$70.7M0.18%
185DEERE & CODE186,300$70.3M0.18%
186LIVE NATION ENTERTAINMENT INLYV846,094$70.3M0.18%
187WP CAREY INC92936U1091,297,868$70.2M0.18%
188THERMO FISHER SCIENTIFIC INCTMO138,121$69.9M0.17%
189EXXON MOBIL CORPXOM585,451$68.8M0.17%
190CITIGROUP INCC-PR1,669,305$68.7M0.17%
191RITHM CAPITAL CORPRITM-PF7,384,709$68.6M0.17%
192WALMART INCWMT428,939$68.6M0.17%
193DENBURY INC24790A101697,645$68.4M0.17%
194QUANTA SVCS INC74762E102365,406$68.4M0.17%
195WESTROCK COWEST1,889,244$67.6M0.17%
196MARSH & MCLENNAN COS INC571748102355,075$67.6M0.17%
197UBER TECHNOLOGIES INCUBER1,458,353$67.1M0.17%
198ELECTRONIC ARTS INCEA552,100$66.5M0.17%
199STATE STR CORPSTT-PG990,948$66.4M0.17%
200OCCIDENTAL PETE CORP6745991051,020,600$66.2M0.17%
201ALCOA CORPAA2,272,939$66.1M0.16%
202CF INDS HLDGS INC125269100768,203$65.9M0.16%
203ALIBABA GROUP HLDG LTDBBAAY744,266$64.6M0.16%
204RALPH LAUREN CORPRL554,945$64.4M0.16%
205LYONDELLBASELL INDUSTRIES NLYB679,900$64.4M0.16%
206BLACKROCK INCBLK99,323$64.2M0.16%
207SEAGEN INCSE300,000$63.6M0.16%
208FORTIVE CORPFTV850,976$63.1M0.16%
209BECTON DICKINSON & COBDX244,039$63.1M0.16%
210SOUTHERN COSOMN972,914$63.0M0.16%
211JD.COM INCJDCMF2,154,362$62.8M0.16%
212AMCOR PLCAMCCF6,846,516$62.7M0.16%
213NISOURCE INCNI2,500,358$61.7M0.15%
214MORGAN STANLEYMS-PQ752,000$61.4M0.15%
215HOSTESS BRANDS INC44109J1061,836,289$61.2M0.15%
216PALO ALTO NETWORKS INCPANW258,400$60.6M0.15%
217BOEING COBA-PA314,900$60.4M0.15%
218TRI POINTE HOMES INCTPH2,206,559$60.3M0.15%
2193M COMMM640,642$60.0M0.15%
220BRISTOL-MYERS SQUIBB COCELG-RI1,032,407$59.9M0.15%
221ISHARES TR464288513810,000$59.7M0.15%
222COCA-COLA EUROPACIFIC PARTNECCEP954,344$59.6M0.15%
223COSTCO WHSL CORP NEW22160K105105,500$59.6M0.15%
224BIOGEN INCBIIB230,411$59.2M0.15%
225WESTERN ALLIANCE BANCORPWAL-PA1,278,449$58.8M0.15%
226SELECT SECTOR SPDR TR81369Y506649,800$58.7M0.15%
227INTERNATIONAL PAPER CO4601461031,639,537$58.2M0.15%
228RIVIAN AUTOMOTIVE INCRIVN2,390,300$58.0M0.14%
229FIRST SOLAR INCFSLR359,093$58.0M0.14%
230PARK HOTELS & RESORTS INCPK4,707,219$58.0M0.14%
231CONOCOPHILLIPSCOP482,621$57.8M0.14%
232WEATHERFORD INTL PLCG48833118639,217$57.7M0.14%
233BAXTER INTL INC0718131091,523,551$57.5M0.14%
234SELECT SECTOR SPDR TR81369Y704562,400$57.0M0.14%
235LENNAR CORPLEN-B506,026$56.8M0.14%
236MACYS INC55616P1044,854,641$56.4M0.14%
237SELECT SECTOR SPDR TR81369Y506620,260$56.1M0.14%
238UNION PAC CORPUNP275,100$56.0M0.14%
239ANALOG DEVICES INCADI317,045$55.5M0.14%
240FAIR ISAAC CORPFICO63,292$55.0M0.14%
241BROWN FORMAN CORPBF-B947,837$54.7M0.14%
242TAIWAN SEMICONDUCTOR MFG LTD874039100628,033$54.6M0.14%
243CAPITAL ONE FINL CORP14040H105559,847$54.3M0.14%
244THE TRADE DESK INC88339J105688,598$53.8M0.13%
245DISNEY WALT CO254687106661,299$53.6M0.13%
246SELECT SECTOR SPDR TR81369Y886905,000$53.3M0.13%
247OLD DOMINION FREIGHT LINE INODFL130,101$53.2M0.13%
248KENVUE INCKVUE2,650,000$53.2M0.13%
249NEUROCRINE BIOSCIENCES INCNBIX472,642$53.2M0.13%
250HOME DEPOT INCHD175,200$52.9M0.13%
251ONEOK INC NEWOKE824,386$52.3M0.13%
252METLIFE INCMET-PF830,900$52.3M0.13%
253SPDR SER TR78464A870713,300$52.1M0.13%
254HERSHEY COHSY260,000$52.0M0.13%
255THOMSON REUTERS CORP.TMSOF424,513$51.9M0.13%
256TERADYNE INCTER515,243$51.8M0.13%
257LINDE PLCLIN138,947$51.7M0.13%
258KITE RLTY GROUP TR49803T3002,414,996$51.7M0.13%
259JACOBS SOLUTIONS INCJ378,136$51.6M0.13%
260RLI CORPRLI377,445$51.3M0.13%
261COCA COLA COKO910,090$50.9M0.13%
262LANTHEUS HLDGS INCLNTH730,357$50.7M0.13%
263AMERICAN EXPRESS COAXP339,900$50.7M0.13%
264CINCINNATI FINL CORP172062101495,048$50.6M0.13%
265URBAN OUTFITTERS INCURBN1,544,343$50.5M0.13%
266MADISON SQUARE GARDEN ENTMT5582561031,533,260$50.5M0.13%
267SELECT SECTOR SPDR TR81369Y886850,698$50.1M0.13%
268ALBERTSONS COS INC0130911032,203,491$50.1M0.12%
269ALPHABET INCGOOG382,500$50.1M0.12%
270LITHIA MTRS INC536797103168,115$49.6M0.12%
271CARETRUST REIT INCCTRE2,401,632$49.2M0.12%
272ISHARES TR464287432555,012$49.2M0.12%
273AMAZON COM INCAMZN386,800$49.2M0.12%
274SITE CTRS CORP82981J1093,982,615$49.1M0.12%
275GARMIN LTDGRMN461,569$48.6M0.12%
276ALPHABET INCGOOG367,512$48.5M0.12%
277VERIZON COMMUNICATIONS INCVZ1,484,868$48.1M0.12%
278SPDR SER TR78468R622530,128$47.9M0.12%
279CHIPOTLE MEXICAN GRILL INCCMG26,085$47.8M0.12%
280TRANSDIGM GROUP INCTDG56,548$47.7M0.12%
281ROSS STORES INCROST419,643$47.4M0.12%
282SABRE GLBL INCSABR47,638,000$47.2M0.12%
283INGREDION INCINGR479,321$47.2M0.12%
284CHOICE HOTELS INTL INC169905106384,316$47.1M0.12%
285MODERNA INCMRNA455,000$47.0M0.12%
286MICROSOFT CORPMSFT148,700$47.0M0.12%
287HUMANA INCHUM96,147$46.8M0.12%
288EASTMAN CHEM COEMN608,099$46.7M0.12%
289SPDR SER TR78464A755887,258$46.6M0.12%
290CELSIUS HLDGS INCCELH270,684$46.4M0.12%
291TESLA INCTSLA185,300$46.4M0.12%
292TRIP COM GROUP LTDTRPCF1,325,584$46.4M0.12%
293VEEVA SYS INCVEEV227,500$46.3M0.12%
294ARGENX SEARGX92,237$45.3M0.11%
295ESSEX PPTY TR INC297178105213,616$45.3M0.11%
296UNITED STATES STL CORP NEWUNTCW1,394,375$45.3M0.11%
297EARTHSTONE ENERGY INC27032D3042,236,344$45.3M0.11%
298INTUITIVE SURGICAL INCISRG152,800$44.7M0.11%
299AMERICAN EQTY INVT LIFE HLD025676206827,110$44.4M0.11%
300ANNALY CAPITAL MANAGEMENT INNLY-PJ2,356,288$44.3M0.11%
301ROKU INCROKU626,148$44.2M0.11%
302TENET HEALTHCARE CORPTHC660,489$43.5M0.11%
303BROWN & BROWN INCBRO622,861$43.5M0.11%
304HENRY JACK & ASSOC INC426281101287,660$43.5M0.11%
305QIAGEN NVQGEN1,067,346$43.2M0.11%
306NATIONAL STORAGE AFFILIATESNSA-PB1,359,657$43.2M0.11%
307JPMORGAN CHASE & COVYLD296,700$43.0M0.11%
308ATI INCATI1,040,484$42.8M0.11%
309CARDINAL HEALTH INCCAH492,780$42.8M0.11%
310ELANCO ANIMAL HEALTH INCELAN3,805,951$42.8M0.11%
311TENARIS S A88031M1091,347,809$42.6M0.11%
312CONSOLIDATED EDISON INCED497,789$42.6M0.11%
313ANSYS INC03662Q105142,758$42.5M0.11%
314MARATHON OIL CORPMARA1,586,432$42.4M0.11%
315AMERICAN FINL GROUP INC OHIO025932104377,553$42.2M0.11%
316ALPHABET INCGOOG319,200$42.1M0.10%
317AMEDISYS INC023436108450,000$42.0M0.10%
318SMUCKER J M CO832696405340,124$41.8M0.10%
319CHEVRON CORP NEWCVX247,882$41.8M0.10%
320BEACON ROOFING SUPPLY INC073685109538,053$41.5M0.10%
321WENDYS CO95058W1002,024,742$41.3M0.10%
322AUTOMATIC DATA PROCESSING INADP171,595$41.3M0.10%
323AMICUS THERAPEUTICS INCFOLD3,383,196$41.1M0.10%
324SELECT SECTOR SPDR TR81369Y308597,800$41.1M0.10%
325EDISON INTL281020107648,881$41.1M0.10%
326SCHWAB CHARLES CORPSCHW-PJ746,507$41.0M0.10%
327KKR & CO INCKKRT663,363$40.9M0.10%
328REALTY INCOME CORPO811,551$40.5M0.10%
329REXFORD INDL RLTY INC76169C100818,344$40.4M0.10%
330GSK PLCGLAXF1,111,904$40.3M0.10%
331LIBERTY MEDIA CORP DELFWONB36,341,000$40.3M0.10%
332SPOTIFY TECHNOLOGY S ASPOT259,604$40.1M0.10%
333SABRE CORPSABR8,932,500$40.1M0.10%
334SEA LTDSE41,750,000$40.0M0.10%
335MURPHY OIL CORPMUR876,660$39.8M0.10%
336SMITH A O CORPAOS598,457$39.6M0.10%
337AIR LEASE CORPAIIR1,003,806$39.6M0.10%
338PNM RES INCTXNM886,489$39.5M0.10%
339S&P GLOBAL INCSPGI108,173$39.5M0.10%
340CENCORA INCCOR218,314$39.3M0.10%
341WABTEC929740108368,618$39.2M0.10%
342WINGSTOP INCWING216,256$38.9M0.10%
343URBAN EDGE PPTYS91704F1042,547,075$38.9M0.10%
344GUIDEWIRE SOFTWARE INCGWRE431,588$38.8M0.10%
345ISHARES TR464287556317,000$38.8M0.10%
346HEALTHPEAK PROPERTIES INCDOC2,099,035$38.5M0.10%
347BP PLCBPPFF993,400$38.5M0.10%
348AMERICAN AIRLS GROUP INC02376R1022,986,300$38.3M0.10%
349PFIZER INCPFE1,144,300$38.0M0.09%
350SEMTECH CORPSMTC1,474,019$38.0M0.09%
351BANK HAWAII CORP062540109762,685$37.9M0.09%
352BIONTECH SEBNTX348,728$37.9M0.09%
353COUSINS PPTYS INC2227955021,853,824$37.8M0.09%
354KONTOOR BRANDS INCKTB854,930$37.5M0.09%
355PROLOGIS INC.PLDGP334,211$37.5M0.09%
356CARLYLE GROUP INCCGABL1,243,235$37.5M0.09%
357AMERICAN INTL GROUP INC026874784618,464$37.5M0.09%
358CLEVELAND-CLIFFS INC NEWCLF2,383,216$37.2M0.09%
359VALE S AVALE2,769,087$37.1M0.09%
360UNITED STATES STL CORPUNTCW15,000,000$37.0M0.09%
361BRIXMOR PPTY GROUP INC11120U1051,780,419$37.0M0.09%
362AMETEK INCAME249,754$36.9M0.09%
363ISHARES TR464288513500,000$36.9M0.09%
364AMGEN INCAMGN136,206$36.6M0.09%
365CIRCOR INTL INC17273K109656,025$36.6M0.09%
366ISHARES TR4642871841,375,000$36.5M0.09%
367NETFLIX INCNFLX96,600$36.5M0.09%
368KELLANOVABEKE606,500$36.1M0.09%
369ABBVIE INCABBV241,894$36.1M0.09%
370F5 INCFFIV223,118$36.0M0.09%
371RELIANCE STEEL & ALUMINUM CORS137,069$35.9M0.09%
372APOLLO GLOBAL MGMT INC03769M106397,398$35.7M0.09%
373ROYAL CARIBBEAN GROUPV7780T103386,821$35.6M0.09%
374COSTCO WHSL CORP NEW22160K10562,400$35.3M0.09%
375COMERICA INC200340107846,758$35.2M0.09%
376WYNN RESORTS LTDWYNN377,769$34.9M0.09%
377FLEX LTDFLEX1,293,175$34.9M0.09%
378CYTOKINETICS INCCYTK1,178,878$34.7M0.09%
379INTERNATIONAL BUSINESS MACHSINTR246,800$34.6M0.09%
380DEVON ENERGY CORP NEW25179M103718,393$34.3M0.09%
381JOHNSON CTLS INTL PLCG51502105641,576$34.1M0.09%
382WOODWARD INCWWD273,611$34.0M0.08%
383DISNEY WALT CO254687106418,000$33.9M0.08%
384MIRATI THERAPEUTICS INC60468T105775,747$33.8M0.08%
385WW INTL INC98262P1013,011,592$33.3M0.08%
386VERISIGN INCVRSN164,606$33.3M0.08%
387VISTEON CORPVC241,214$33.3M0.08%
388DENTSPLY SIRONA INCXRAY967,560$33.1M0.08%
389META PLATFORMS INCMETA109,900$33.0M0.08%
390PENUMBRA INCPEN135,812$32.9M0.08%
391ADOBE INCADBE64,430$32.9M0.08%
392AIRBNB INCABNB239,400$32.8M0.08%
393FLOWERS FOODS INCFLO1,476,892$32.8M0.08%
394TFI INTL INC87241L109254,729$32.7M0.08%
395BOOKING HOLDINGS INCBKNG19,522,000$32.7M0.08%
396HEXCEL CORP NEW428291108498,582$32.5M0.08%
397BANK AMERICA CORP0605051041,184,234$32.4M0.08%
398T-MOBILE US INCTMUSZ231,400$32.4M0.08%
399REGENCY CTRS CORP758849103545,040$32.4M0.08%
400BLACKROCK INCBLK50,000$32.3M0.08%
401SELECTIVE INS GROUP INC816300107312,160$32.2M0.08%
402SPIRIT AIRLS INC8485771021,950,100$32.2M0.08%
403METLIFE INCMET-PF510,800$32.1M0.08%
404ALPHABET INCGOOG242,100$31.9M0.08%
405MASIMO CORPMASI364,000$31.9M0.08%
406ADOBE INCADBE61,800$31.5M0.08%
407CHIPOTLE MEXICAN GRILL INCCMG17,200$31.5M0.08%
408WAYFAIR INCW519,365$31.5M0.08%
409AMERICAN HOMES 4 RENTAMH-PG929,946$31.3M0.08%
410SPDR SER TR78468R556211,381$31.3M0.08%
411HEICO CORP NEWHEI-A192,982$31.2M0.08%
412YETI HLDGS INCYETI646,165$31.2M0.08%
413ROPER TECHNOLOGIES INCROP64,281$31.1M0.08%
414QORVO INCQRVO326,002$31.1M0.08%
415EOG RES INCEOG245,100$31.1M0.08%
416INTUITINTU60,684$31.0M0.08%
417SPDR DOW JONES INDL AVERAGE78467X10992,500$31.0M0.08%
418CHIPOTLE MEXICAN GRILL INCCMG16,900$31.0M0.08%
419TJX COS INC NEW872540109348,200$30.9M0.08%
420ROYAL BK CDA780087102353,320$30.9M0.08%
421IMPERIAL OIL LTDIMO498,729$30.7M0.08%
422PENSKE AUTOMOTIVE GRP INC70959W103183,465$30.6M0.08%
423EPAM SYS INCEPAM119,825$30.6M0.08%
424SEA LTDSE696,500$30.6M0.08%
425BRISTOL-MYERS SQUIBB COCELG-RI523,300$30.4M0.08%
426KINROSS GOLD CORPKGCRF6,624,053$30.2M0.08%
427WESTROCK COWEST840,800$30.1M0.08%
428GENTEX CORPGNTX923,720$30.1M0.07%
429MEDICAL PPTYS TRUST INC58463J3045,491,047$29.9M0.07%
430INSMED INCINSM29,936,000$29.8M0.07%
431EXXON MOBIL CORPXOM253,000$29.7M0.07%
432ILLUMINA INCILMN216,672$29.7M0.07%
433JOHNSON & JOHNSONJNJ190,683$29.7M0.07%
434ASML HOLDING N VASMLF50,426$29.7M0.07%
435ERICSSON2948216086,079,744$29.5M0.07%
436EDWARDS LIFESCIENCES CORPEW422,500$29.3M0.07%
437ISHARES TR464287234770,200$29.2M0.07%
438WALKER & DUNLOP INCWD393,168$29.2M0.07%
439VERISK ANALYTICS INCVRSK122,767$29.0M0.07%
440CARPENTER TECHNOLOGY CORPCRS431,085$29.0M0.07%
441GREEN PLAINS INCGPRE962,078$29.0M0.07%
442AGCO CORPAGCO243,671$28.8M0.07%
443SPDR S&P 500 ETF TRSPY67,400$28.8M0.07%
444SELECT SECTOR SPDR TR81369Y803175,674$28.8M0.07%
445TEXAS INSTRS INC882508104181,066$28.8M0.07%
446EQUIFAX INCEFX156,965$28.8M0.07%
447CITIZENS FINL GROUP INCCIA1,071,346$28.7M0.07%
448INTUITIVE SURGICAL INCISRG98,000$28.6M0.07%
449TRANSOCEAN INCRIG11,000,000$28.6M0.07%
450BOOKING HOLDINGS INCBKNG9,276$28.6M0.07%
451MORGAN STANLEYMS-PQ349,700$28.6M0.07%
452LYONDELLBASELL INDUSTRIES NLYB300,000$28.4M0.07%
453PTC INCPTC198,413$28.1M0.07%
454TARGA RES CORPTRGP327,235$28.1M0.07%
455CVS HEALTH CORPCVS400,253$27.9M0.07%
456MASTERCARD INCORPORATEDMA70,200$27.8M0.07%
457RHRH104,082$27.5M0.07%
458FEDERATED HERMES INCFHI807,879$27.4M0.07%
459VISA INCV118,731$27.3M0.07%
460JEFFERIES FINL GROUP INC47233W109744,612$27.3M0.07%
461MEDICAL PPTYS TRUST INC58463J3045,000,000$27.3M0.07%
462TELADOC HEALTH INCTDOC1,465,478$27.2M0.07%
463AUTOLIV INCALV281,439$27.2M0.07%
464ACTIVISION BLIZZARD INC00507V109289,100$27.1M0.07%
465CARTERS INCCRI391,344$27.1M0.07%
466SOVOS BRANDS INC84612U1071,200,000$27.1M0.07%
467CAPRI HOLDINGS LIMITEDCPRI513,400$27.0M0.07%
468ABERCROMBIE & FITCH COANF479,070$27.0M0.07%
469COLLIERS INTL GROUP INC194693107282,882$26.9M0.07%
470TRIPADVISOR INCTRIP1,624,905$26.9M0.07%
471MICROCHIP TECHNOLOGY INC.MCHPP345,000$26.9M0.07%
472MICROCHIP TECHNOLOGY INC.MCHPP345,000$26.9M0.07%
473DOLLAR GEN CORP NEW256677105253,953$26.9M0.07%
474PAR PAC HOLDINGS INCPARR747,064$26.8M0.07%
475REVOLUTION MEDICINES INCRVMDW962,657$26.6M0.07%
476LXP INDUSTRIAL TRUSTLXP-PC2,986,630$26.6M0.07%
477NVIDIA CORPORATIONNVDA61,100$26.6M0.07%
478VANECK ETF TRUST92189F676182,492$26.5M0.07%
479DTE ENERGY CODTK265,409$26.3M0.07%
480FRANCO NEV CORPFNV197,018$26.3M0.07%
481SAREPTA THERAPEUTICS INCSRPT216,883$26.3M0.07%
482INSTALLED BLDG PRODS INC45780R101209,840$26.2M0.07%
483CME GROUP INCCME130,251$26.1M0.07%
484SSR MINING INSSRGF1,960,036$26.0M0.06%
485MADISON SQUARE GRDN SPRT COR55825T103147,653$26.0M0.06%
486CITIGROUP INCC-PR631,700$26.0M0.06%
487PINTEREST INCPINS959,397$25.9M0.06%
488OLIN CORPOLN517,090$25.8M0.06%
489MONGODB INCMDB74,421$25.7M0.06%
490VISA INCV111,900$25.7M0.06%
491VIATRIS INCVTRS2,602,452$25.7M0.06%
492PACCAR INCPCAR300,801$25.6M0.06%
493WOLFSPEED INCWOLF23,500,000$25.3M0.06%
494SOVOS BRANDS INC84612U1071,121,596$25.3M0.06%
495ISHARES TR464287655142,900$25.3M0.06%
496GLOBAL NET LEASE INCGNL-PE2,622,979$25.2M0.06%
497COCA COLA COKO449,900$25.2M0.06%
498GLOBUS MED INCGMED506,752$25.2M0.06%
499CHURCHILL DOWNS INCCHDN216,786$25.2M0.06%
500SPDR SER TR78468R556169,400$25.1M0.06%