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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 Q1 2024 · Filed May 13, 2024 · Accession 0000950123-24-004654

Total Value
$57.25B
Positions
2,605
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642876556,937,400$1.46B3.17%
2PIONEER NAT RES CO7237871072,958,250$776.5M1.69%
3MICROSOFT CORPMSFT1,809,500$761.3M1.65%
4SELECT SECTOR SPDR TR81369Y60517,186,800$723.9M1.57%
5INVESCO QQQ TRIVZ1,444,300$641.3M1.39%
6APPLE INCAAPL3,601,800$617.6M1.34%
7INVESCO QQQ TRIVZ1,374,500$610.3M1.32%
8ISHARES TR4642876552,532,300$532.5M1.16%
9ISHARES TR4642875078,408,750$510.7M1.11%
10SPDR S&P 500 ETF TRSPY961,000$502.7M1.09%
11AMAZON COM INCAMZN2,562,685$462.3M1.00%
12ASML HOLDING N VASMLF430,874$418.2M0.91%
13APPLE INCAAPL2,229,900$382.4M0.83%
14BROADCOM INCAVGO279,683$370.7M0.80%
15DISCOVER FINL SVCS2547091082,717,157$356.2M0.77%
16META PLATFORMS INCMETA687,331$333.8M0.72%
17SELECT SECTOR SPDR TR81369Y4071,679,400$308.8M0.67%
18TAIWAN SEMICONDUCTOR MFG LTD8740391002,266,396$308.3M0.67%
19MICROSOFT CORPMSFT705,025$296.6M0.64%
20BAKER HUGHES COMPANYBKR8,714,722$291.9M0.63%
21JPMORGAN CHASE & COVYLD1,360,655$272.5M0.59%
22NETFLIX INCNFLX431,877$262.3M0.57%
23HESS CORPHESM1,687,435$257.6M0.56%
24SELECT SECTOR SPDR TR81369Y8031,197,800$249.5M0.54%
25ISHARES TR4642878042,253,350$249.0M0.54%
26TARGET CORPTGT1,375,864$243.8M0.53%
27HOME DEPOT INCHD625,600$240.0M0.52%
28JPMORGAN CHASE & COVYLD1,196,300$239.6M0.52%
29BANK AMERICA CORP0605051046,148,742$233.2M0.51%
30GENERAL MTRS CO37045V1004,953,461$224.6M0.49%
31SELECT SECTOR SPDR TR81369Y6055,252,400$221.2M0.48%
32ALPHABET INCGOOG1,452,323$219.2M0.48%
33VANGUARD INDEX FDS922908769833,507$216.6M0.47%
34NVIDIA CORPORATIONNVDA233,698$211.2M0.46%
35SPDR SER TR78464A6984,177,100$210.0M0.46%
36EATON CORP PLCETN664,250$207.7M0.45%
37MASTERCARD INCORPORATEDMA427,000$205.6M0.45%
383M COMMM1,848,406$196.1M0.43%
39UNITED STATES STL CORP NEWUNTCW4,763,609$194.3M0.42%
40ALTRIA GROUP INCMO4,440,987$193.7M0.42%
41PARKER-HANNIFIN CORPPH335,352$186.4M0.40%
42SPDR DOW JONES INDL AVERAGE78467X109468,000$186.2M0.40%
43ORACLE CORPORCL-PD1,477,628$185.6M0.40%
44HESS CORPHESM1,195,800$182.5M0.40%
45TAKE-TWO INTERACTIVE SOFTWARTTWO1,212,160$180.0M0.39%
46COCA COLA COKO2,793,537$170.9M0.37%
47MERCK & CO INCMRK1,290,930$170.3M0.37%
48NORFOLK SOUTHN CORP655844108663,395$169.1M0.37%
49SPOTIFY TECHNOLOGY S ASPOT634,185$167.4M0.36%
50AMERICAN INTL GROUP INC0268747842,137,358$167.1M0.36%
51NVIDIA CORPORATIONNVDA183,900$166.2M0.36%
52PACKAGING CORP AMER695156109866,210$164.4M0.36%
53AMAZON COM INCAMZN899,000$162.2M0.35%
54PUBLIC SVC ENTERPRISE GRP IN7445731062,419,537$161.6M0.35%
55VERIZON COMMUNICATIONS INCVZ3,848,107$161.5M0.35%
56UNITEDHEALTH GROUP INCUNH319,307$158.0M0.34%
57GENERAL DYNAMICS CORPGD555,854$157.0M0.34%
58SHERWIN WILLIAMS COSHW444,113$154.3M0.33%
59PRICE T ROWE GROUP INCTROW1,227,624$149.7M0.32%
60PULTE GROUP INC7458671011,239,484$149.5M0.32%
61VISA INCV528,100$147.4M0.32%
62SELECT SECTOR SPDR TR81369Y5061,544,500$145.8M0.32%
63CENOVUS ENERGY INCCVE7,208,083$144.1M0.31%
64PROGRESSIVE CORP743315103688,516$142.4M0.31%
65ANSYS INC03662Q105400,308$139.0M0.30%
66XPO INCXPO1,132,768$138.2M0.30%
67CAPITAL ONE FINL CORP14040H105927,500$138.1M0.30%
68PAYPAL HLDGS INCPYPL2,034,854$136.3M0.30%
69WESTROCK COWEST2,731,680$135.1M0.29%
70OVINTIV INCOVV2,569,881$133.4M0.29%
71SELECT SECTOR SPDR TR81369Y8521,632,500$133.3M0.29%
72CRH PLCCRH1,539,557$132.8M0.29%
73ALBERTSONS COS INC0130911036,041,901$129.5M0.28%
74COSTCO WHSL CORP NEW22160K105175,900$128.9M0.28%
75SHELL PLCRYDAF1,899,783$127.4M0.28%
76CISCO SYS INCCSCO2,533,400$126.4M0.27%
77MID-AMER APT CMNTYS INC59522J103956,597$125.9M0.27%
78EXXON MOBIL CORPXOM1,079,300$125.5M0.27%
79LOWES COS INC548661107490,442$124.9M0.27%
80SEMPRASREA1,736,037$124.7M0.27%
81GOLDMAN SACHS GROUP INCGSCE291,791$121.9M0.26%
82UDR INCUDR3,214,385$120.3M0.26%
83EQUINIX INCEQIX145,279$119.9M0.26%
84NORTHERN TR CORPNTRSO1,342,880$119.4M0.26%
85ALASKA AIR GROUP INCALK2,767,300$119.0M0.26%
86GLOBAL PMTS INC37940X102888,852$118.8M0.26%
87DELTA AIR LINES INC DELDAL2,471,021$118.3M0.26%
88INTERNATIONAL BUSINESS MACHSINTR609,800$116.4M0.25%
89WILLIS TOWERS WATSON PLC LTDWTW418,001$115.0M0.25%
90WALMART INCWMT1,903,356$114.5M0.25%
91L3HARRIS TECHNOLOGIES INCLHX532,538$113.5M0.25%
92CORTEVA INCCTVA1,966,797$113.4M0.25%
93SPDR SER TR78464A7551,855,900$111.9M0.24%
94HESS CORPHESM731,400$111.6M0.24%
95AUTODESK INCADSK428,409$111.6M0.24%
96HUMANA INCHUM321,729$111.5M0.24%
97VANECK ETF TRUST92189F1063,507,600$110.9M0.24%
98ANTERO RESOURCES CORPAR3,813,648$110.6M0.24%
99DISNEY WALT CO254687106895,340$109.6M0.24%
100BURLINGTON STORES INCBURL470,164$109.2M0.24%
101BOSTON SCIENTIFIC CORPBSX1,593,334$109.1M0.24%
102GENUINE PARTS COGPC703,747$109.0M0.24%
103BAXTER INTL INC0718131092,509,316$107.2M0.23%
104ADVANCED MICRO DEVICES INCAMD591,466$106.8M0.23%
105RTX CORPORATIONRTX1,090,908$106.4M0.23%
106JUNIPER NETWORKS INC48203R1042,859,329$106.0M0.23%
107SEA LTDSE1,972,500$105.9M0.23%
108GENERAL MTRS CO37045V1002,331,700$105.7M0.23%
109CME GROUP INCCME488,381$105.1M0.23%
110SPDR SER TR78464A8701,103,200$104.7M0.23%
111CHEVRON CORP NEWCVX663,600$104.7M0.23%
112SELECT SECTOR SPDR TR81369Y407567,700$104.4M0.23%
113VANGUARD INDEX FDS922908595397,164$103.5M0.22%
114BUILDERS FIRSTSOURCE INCBLDR495,803$103.4M0.22%
115WESTERN ALLIANCE BANCORPWAL-PA1,609,760$103.3M0.22%
116LAUDER ESTEE COS INC518439104668,953$103.1M0.22%
117PRUDENTIAL FINL INCPUKPF876,750$102.9M0.22%
118UNITEDHEALTH GROUP INCUNH207,900$102.8M0.22%
119TESLA INCTSLA583,700$102.6M0.22%
120COTERRA ENERGY INCCTRA3,676,751$102.5M0.22%
121RIVIAN AUTOMOTIVE INCRIVN9,296,500$101.8M0.22%
122UNITED RENTALS INCURI139,759$100.8M0.22%
123AMERICAN EAGLE OUTFITTERS INAEO3,906,964$100.8M0.22%
124CROWN CASTLE INCCCI948,797$100.4M0.22%
125MOTOROLA SOLUTIONS INCMSI281,903$100.1M0.22%
126ROBLOX CORPRBLX2,619,424$100.0M0.22%
127EMERSON ELEC COEMR881,691$100.0M0.22%
128UNITED AIRLS HLDGS INCUNTCW2,084,958$99.8M0.22%
129NOV INCNOV5,100,583$99.6M0.22%
130SERVICENOW INCNOW129,455$98.7M0.21%
131DEERE & CODE238,700$98.0M0.21%
132RHRH278,319$96.9M0.21%
133DIGITAL RLTY TR INC253868103671,955$96.8M0.21%
134AIRBNB INCABNB582,718$96.1M0.21%
135DUTCH BROS INCBROS2,899,935$95.7M0.21%
136INTERNATIONAL PAPER CO4601461032,438,004$95.1M0.21%
137UNITEDHEALTH GROUP INCUNH191,400$94.7M0.21%
138LOCKHEED MARTIN CORPLMT207,700$94.5M0.21%
139UNITED STATES STL CORP NEWUNTCW2,305,000$94.0M0.20%
140MICROSTRATEGY INC594972AC521,500,000$92.4M0.20%
141VANGUARD INDEX FDS922908751403,980$92.3M0.20%
142MONGODB INCMDB52,602,000$92.2M0.20%
143TRUIST FINL CORP89832Q1092,348,416$91.5M0.20%
144EPAM SYS INCEPAM330,418$91.2M0.20%
145APOLLO GLOBAL MGMT INC03769M106807,592$90.8M0.20%
146PLANET FITNESS INCPLNT1,443,322$90.4M0.20%
147AMERICAN AIRLS GROUP INC02376R1025,797,316$89.0M0.19%
148AUTOLIV INCALV738,671$89.0M0.19%
149VICI PPTYS INC9256521092,982,298$88.8M0.19%
150WESTERN DIGITAL CORP.WDC1,298,646$88.6M0.19%
151ISHARES TR464287655417,929$87.9M0.19%
152FIRST HORIZON CORPORATIONFHN-PH5,696,564$87.7M0.19%
153ARISTA NETWORKS INCANET300,767$87.2M0.19%
154TRANSDIGM GROUP INCTDG70,679$87.0M0.19%
155OMEGA HEALTHCARE INVS INC6819361002,718,818$86.1M0.19%
156MCGRATH RENTCORPMGRC694,868$85.7M0.19%
157MCKESSON CORPMCK158,724$85.2M0.18%
158WP CAREY INC92936U1091,504,137$84.9M0.18%
159T-MOBILE US INCTMUSZ517,600$84.5M0.18%
160METLIFE INCMET-PF1,138,421$84.4M0.18%
161TRI POINTE HOMES INCTPH2,179,729$84.3M0.18%
162HUNTINGTON BANCSHARES INCHBANP6,040,167$84.3M0.18%
163CUBESMARTCUBE1,845,434$83.5M0.18%
164FAIR ISAAC CORPFICO66,578$83.2M0.18%
165EDWARDS LIFESCIENCES CORPEW857,707$82.0M0.18%
166ENTEGRIS INCENTG582,211$81.8M0.18%
167MARVELL TECHNOLOGY INCMRVL1,142,425$81.0M0.18%
168EXELON CORPEXC2,153,053$80.9M0.18%
169NUCOR CORPNUE402,073$79.6M0.17%
170SPDR SER TR78464A6981,571,500$79.0M0.17%
171AMPHENOL CORP NEW032095101682,698$78.7M0.17%
172VERTEX PHARMACEUTICALS INCVRTX188,136$78.6M0.17%
173BROADCOM INCAVGO59,200$78.5M0.17%
174DATADOG INCDDOG630,540$77.9M0.17%
175META PLATFORMS INCMETA158,000$76.7M0.17%
176CENCORA INCCOR314,247$76.4M0.17%
177ELECTRONIC ARTS INCEA573,300$76.1M0.17%
178EASTMAN CHEM COEMN756,840$75.9M0.16%
179THE CIGNA GROUP125523100208,629$75.8M0.16%
180ISHARES TR4642872341,838,800$75.5M0.16%
181WINGSTOP INCWING204,598$75.0M0.16%
182ENTERGY CORP NEWENO708,050$74.8M0.16%
183DISNEY WALT CO254687106608,900$74.5M0.16%
184SPDR S&P 500 ETF TRSPY141,600$74.1M0.16%
185MICROCHIP TECHNOLOGY INC.MCHPP824,065$73.9M0.16%
186CHENIERE ENERGY INCLNG457,062$73.7M0.16%
187MICROSOFT CORPMSFT175,100$73.7M0.16%
188SELECT SECTOR SPDR TR81369Y8861,120,900$73.6M0.16%
189AVERY DENNISON CORPAVY328,359$73.3M0.16%
190LEIDOS HOLDINGS INCLDOS558,509$73.2M0.16%
191VENTAS INCVTR1,679,403$73.1M0.16%
192SPDR DOW JONES INDL AVERAGE78467X109183,600$73.0M0.16%
193AVALONBAY CMNTYS INCAWX389,980$72.4M0.16%
194GALLAGHER ARTHUR J & CO363576109288,676$72.2M0.16%
195CANADIAN PACIFIC KANSAS CITYCP814,694$71.8M0.16%
196MARSH & MCLENNAN COS INC571748102348,328$71.7M0.16%
197ALCOA CORPAA2,121,172$71.7M0.16%
198AERCAP HOLDINGS NVAER821,612$71.4M0.15%
199LOUISIANA PAC CORPLPX848,767$71.2M0.15%
200ALPHABET INCGOOG471,400$71.1M0.15%
201SPDR SER TR78468R556459,000$71.1M0.15%
202SCOTTS MIRACLE-GRO COSMG953,225$71.1M0.15%
203TRICON RESIDENTIAL INC89612W1026,375,617$71.1M0.15%
204KKR & CO INCKKRT706,288$71.0M0.15%
205MOHAWK INDS INC608190104541,578$70.9M0.15%
206MARATHON PETE CORPMARA349,591$70.4M0.15%
207AXONICS INC05465P1011,016,459$70.1M0.15%
208SHOCKWAVE MED INC82489T104213,772$69.6M0.15%
209ENDEAVOR GROUP HLDGS INC29260Y1092,697,740$69.4M0.15%
210ROPER TECHNOLOGIES INCROP123,273$69.1M0.15%
211AZEK CO INC05478C1051,376,406$69.1M0.15%
212AVANTOR INCAVTR2,678,597$68.5M0.15%
213WAYFAIR INCW1,007,123$68.4M0.15%
214AMERICAN EQTY INVT LIFE HLD0256762061,209,352$68.0M0.15%
215FIRST SOLAR INCFSLR402,077$67.9M0.15%
216SUN CMNTYS INC866674104527,563$67.8M0.15%
217CUMMINS INCCMI229,927$67.7M0.15%
218DOLLAR GEN CORP NEW256677105432,014$67.4M0.15%
219RELIANCE INCRS200,188$66.9M0.15%
220XYLEM INCXYL512,299$66.2M0.14%
221CVS HEALTH CORPCVS829,138$66.1M0.14%
222SAREPTA THERAPEUTICS INCSRPT509,205$65.9M0.14%
223SELECT SECTOR SPDR TR81369Y506694,676$65.6M0.14%
224THOR INDS INC885160101558,301$65.5M0.14%
225GENERAL ELECTRIC CO369604301372,471$65.4M0.14%
226AMERICAN WTR WKS CO INC NEW030420103534,405$65.3M0.14%
227FIVE BELOW INCFIVE359,049$65.1M0.14%
228ALIBABA GROUP HLDG LTDBBAAY896,691$64.9M0.14%
229STELLANTIS N.VSTLA2,284,849$64.7M0.14%
230GARTNER INCIT135,365$64.5M0.14%
231LINCOLN NATL CORP IND5341871092,007,092$64.1M0.14%
232NEXTERA ENERGY INCNEE-PW1,002,346$64.1M0.14%
233HENRY JACK & ASSOC INC426281101365,671$63.5M0.14%
234AKAMAI TECHNOLOGIES INCAKAM580,586$63.1M0.14%
235ELANCO ANIMAL HEALTH INCELAN3,876,012$63.1M0.14%
236EVERGY INCEVRG1,181,696$63.1M0.14%
237BP PLCBPPFF1,672,968$63.0M0.14%
238AUTOMATIC DATA PROCESSING INADP252,400$63.0M0.14%
239CIVITAS RESOURCES INC17888H103829,263$62.9M0.14%
240SEA LTDSE1,163,800$62.5M0.14%
241TRANSUNIONTRU782,895$62.5M0.14%
242CHUBB LIMITEDCB240,300$62.3M0.14%
243PVH CORPORATIONPVH442,653$62.2M0.14%
244JOHNSON CTLS INTL PLCG51502105952,050$62.2M0.13%
245URBAN OUTFITTERS INCURBN1,425,440$61.9M0.13%
246SPDR SER TR78468R556399,100$61.8M0.13%
247BELLRING BRANDS INCBRBR1,047,301$61.8M0.13%
248SEA LTDSE72,000,000$61.8M0.13%
249TPG INCTPGXL1,377,527$61.6M0.13%
250CYTOKINETICS INCCYTK38,500,000$61.2M0.13%
251COUSINS PPTYS INC2227955022,524,470$60.7M0.13%
252LIBERTY MEDIA CORP DELFWONB49,303,000$60.7M0.13%
253TRIPADVISOR INCTRIP2,182,421$60.6M0.13%
254REGENERON PHARMACEUTICALSREGN62,800$60.4M0.13%
255T-MOBILE US INCTMUSZ368,321$60.1M0.13%
256ATMUS FILTRATION TECHNOLOGIEATMU1,857,709$59.9M0.13%
257MAPLEBEAR INCCART1,601,332$59.7M0.13%
258EVERBRIDGE INCEVEX-WT1,708,729$59.5M0.13%
259INSMED INCINSM54,936,000$59.0M0.13%
260VANGUARD INDEX FDS922908363121,748$58.5M0.13%
261ENERPLUS CORP2927661022,976,174$58.5M0.13%
262SMUCKER J M CO832696405463,104$58.3M0.13%
263ELI LILLY & COLLY74,795$58.2M0.13%
264CINCINNATI FINL CORP172062101468,344$58.2M0.13%
265ROBINHOOD MKTS INC7707001022,882,420$58.0M0.13%
266SYNOPSYS INCSNPS101,500$58.0M0.13%
267SUNCOR ENERGY INC NEWSU1,568,785$57.9M0.13%
268LYONDELLBASELL INDUSTRIES NLYB566,100$57.9M0.13%
269HILTON WORLDWIDE HLDGS INCHLT270,010$57.6M0.13%
270CISCO SYS INCCSCO1,153,240$57.6M0.12%
271NVIDIA CORPORATIONNVDA63,700$57.6M0.12%
272SHAKE SHACK INCSHAK547,992$57.0M0.12%
273SHARKNINJA INCSN913,136$56.9M0.12%
274SALESFORCE INCCRM187,719$56.5M0.12%
275HUBSPOT INCHUBS25,000,000$56.1M0.12%
276KROGER COKR977,500$55.8M0.12%
277SELECT SECTOR SPDR TR81369Y704434,700$54.8M0.12%
278ULTA BEAUTY INCULTA103,600$54.2M0.12%
279MORGAN STANLEYMS-PQ570,100$53.7M0.12%
280CINEMARK HLDGS INCCNK38,500,000$53.5M0.12%
281EQUITY LIFESTYLE PPTYS INC29472R108829,415$53.4M0.12%
282REVOLUTION MEDICINES INCRVMDW1,654,895$53.3M0.12%
283TAYLOR MORRISON HOME CORPTMHC848,904$52.8M0.11%
284KBR INCKBR828,483$52.7M0.11%
285M & T BK CORP55261F104362,197$52.7M0.11%
286SELECT SECTOR SPDR TR81369Y803252,600$52.6M0.11%
287XCEL ENERGY INCXELLL978,759$52.6M0.11%
288CATALENT INC148806102924,417$52.2M0.11%
289EXACT SCIENCES CORP30063P105751,277$51.9M0.11%
290CHURCHILL DOWNS INCCHDN418,500$51.8M0.11%
291INTUITIVE SURGICAL INCISRG129,104$51.5M0.11%
292UNIVERSAL HLTH SVCS INC913903100281,000$51.3M0.11%
293CEMEX SAB DE CVCXMSF5,675,065$51.1M0.11%
294LIBERTY MEDIA CORP DELFWONB1,719,910$51.1M0.11%
295ECOLAB INCECL220,089$50.8M0.11%
296HEALTHPEAK PROPERTIES INCDOC2,703,830$50.7M0.11%
297MASONITE INTL CORP575385109383,483$50.4M0.11%
298CBOE GLOBAL MKTS INC12503M108273,091$50.2M0.11%
299SPHERE ENTERTAINMENT COSPHR1,021,385$50.1M0.11%
300VULCAN MATLS CO929160109183,178$50.0M0.11%
301KITE RLTY GROUP TR49803T3002,304,716$50.0M0.11%
302YUM BRANDS INCYUM359,232$49.8M0.11%
303LYFT INCLYFT2,573,159$49.8M0.11%
304TEXAS INSTRS INC882508104284,492$49.6M0.11%
305NISOURCE INCNI1,781,756$49.3M0.11%
306CHURCH & DWIGHT CO INCCHD470,974$49.1M0.11%
307CALLON PETE CO DEL13123X5081,372,126$49.1M0.11%
308QUALCOMM INCQCOM289,500$49.0M0.11%
309CHIPOTLE MEXICAN GRILL INCCMG16,800$48.8M0.11%
310PETROLEO BRASILEIRO SA PETRO71654V4083,200,000$48.7M0.11%
311NUTRIEN LTDNTR883,207$48.0M0.10%
312UNITED STATES STL CORP NEWUNTCW1,175,000$47.9M0.10%
313SPDR SER TR78468R622497,742$47.4M0.10%
314EASTGROUP PPTYS INC277276101262,446$47.2M0.10%
315LINDE PLCLIN101,300$47.0M0.10%
316SEMTECH CORPSMTC1,708,239$47.0M0.10%
317DANAHER CORPORATION235851102187,976$46.9M0.10%
318WALGREENS BOOTS ALLIANCE INC9314271082,147,998$46.6M0.10%
319VERTIV HOLDINGS COVRT569,812$46.5M0.10%
320SEA LTDSE46,250,000$46.5M0.10%
321WESCO INTL INC95082P105270,706$46.4M0.10%
322BEACON ROOFING SUPPLY INC073685109470,942$46.2M0.10%
323TREX CO INCTREX461,917$46.1M0.10%
324NUCOR CORPNUE231,900$45.9M0.10%
325QUANTA SVCS INC74762E102176,635$45.9M0.10%
326UNITED STATES STL CORPUNTCW15,000,000$45.8M0.10%
327TYSON FOODS INCTSN777,225$45.6M0.10%
328THE TRADE DESK INC88339J105521,344$45.6M0.10%
329CEREVEL THERAPEUTICS HLDNG I15678U1281,077,215$45.5M0.10%
330JPMORGAN CHASE & COVYLD223,600$44.8M0.10%
331OLIN CORPOLN761,646$44.8M0.10%
332HANCOCK WHITNEY CORPORATIONHWCPZ970,842$44.7M0.10%
333REINSURANCE GRP OF AMERICA I759351604231,205$44.6M0.10%
334KOSMOS ENERGY LTDKOS7,482,171$44.6M0.10%
335SPDR S&P 500 ETF TRSPY85,135$44.5M0.10%
336BOEING COBA-PA230,600$44.5M0.10%
337TRANSOCEAN INCRIG30,945,000$44.3M0.10%
338TEVA PHARMACEUTICAL INDS LTD8816242093,121,998$44.1M0.10%
339CAPRI HOLDINGS LIMITEDCPRI971,251$44.0M0.10%
340GULFPORT ENERGY CORPGPOR274,666$44.0M0.10%
341APPLIED MATLS INC038222105212,600$43.8M0.10%
342WYNDHAM HOTELS & RESORTS INCWH570,691$43.8M0.10%
343MASTEC INCMTZ468,461$43.7M0.09%
344ASSURANT INCAIZN231,824$43.6M0.09%
345ALPHABET INCGOOG286,200$43.6M0.09%
346TECK RESOURCES LTDTCKRF948,031$43.4M0.09%
347WYNN RESORTS LTDWYNN423,568$43.3M0.09%
348APPLE HOSPITALITY REIT INCAPLE2,634,934$43.2M0.09%
349EAGLE BULK SHIPPING INCY2187A150689,119$43.0M0.09%
350PERMIAN RESOURCES CORPPR2,432,099$43.0M0.09%
351ALPHABET INCGOOG284,400$42.9M0.09%
352MOODYS CORPMCO108,818$42.8M0.09%
353MASTERCARD INCORPORATEDMA88,700$42.7M0.09%
354ROYAL CARIBBEAN GROUPV7780T103304,373$42.3M0.09%
355ALNYLAM PHARMACEUTICALS INCALNY283,096$42.3M0.09%
356CYTOKINETICS INCCYTK602,062$42.2M0.09%
357CARLISLE COS INC142339100107,502$42.1M0.09%
358BLACKROCK INCBLK50,400$42.0M0.09%
359MARKETAXESS HLDGS INCMKTX191,627$42.0M0.09%
360WABTEC929740108288,338$42.0M0.09%
361COOPER COS INC216648501412,731$41.9M0.09%
362SALESFORCE INCCRM138,900$41.8M0.09%
363SELECT SECTOR SPDR TR81369Y209282,300$41.7M0.09%
364APPLE INCAAPL242,746$41.6M0.09%
365VISA INCV149,042$41.6M0.09%
366NASDAQ INCNDAQ658,421$41.5M0.09%
367GROCERY OUTLET HLDG CORPGO1,439,760$41.4M0.09%
368FEDEX CORPFDX143,000$41.4M0.09%
369TENARIS S A88031M1091,051,370$41.3M0.09%
370RIVIAN AUTOMOTIVE INCRIVN51,000,000$41.1M0.09%
371EXXON MOBIL CORPXOM353,700$41.1M0.09%
372ZSCALER INCZS30,000,000$41.0M0.09%
373BOYD GAMING CORPBYD608,542$41.0M0.09%
374LENNOX INTL INC52610710783,537$40.8M0.09%
375ISHARES TR464287432430,000$40.7M0.09%
376KEURIG DR PEPPER INCKDP1,324,017$40.6M0.09%
377T-MOBILE US INCTMUSZ248,700$40.6M0.09%
378ALBEMARLE CORPALB-PA307,546$40.5M0.09%
379BANK AMERICA CORP0605051041,067,100$40.5M0.09%
380ABERCROMBIE & FITCH COANF322,760$40.5M0.09%
381GRAINGER W W INC38480210439,703$40.4M0.09%
382METLIFE INCMET-PF539,900$40.0M0.09%
383VANECK ETF TRUST92189F676177,800$40.0M0.09%
384WASTE MGMT INC DEL94106L109187,587$40.0M0.09%
385GENERAC HLDGS INCGNRC316,511$39.9M0.09%
386MARTIN MARIETTA MATLS INC57328410664,761$39.8M0.09%
387QUALCOMM INCQCOM233,900$39.6M0.09%
388GOLDMAN SACHS GROUP INCGSCE94,700$39.6M0.09%
389PIONEER NAT RES CO723787107150,000$39.4M0.09%
390SHIFT4 PMTS INC82452JAB536,001,000$39.2M0.08%
391CIRRUS LOGIC INCCRUS423,065$39.2M0.08%
392DEXCOM INCDXCM280,568$38.9M0.08%
393PFIZER INCPFE1,401,700$38.9M0.08%
394CAL MAINE FOODS INCCALM657,487$38.7M0.08%
395DELTA AIR LINES INC DELDAL803,400$38.5M0.08%
396PEBBLEBROOK HOTEL TRPEB-PH2,477,466$38.2M0.08%
397COSTCO WHSL CORP NEW22160K10552,100$38.2M0.08%
398ISHARES TR464287556276,900$38.0M0.08%
399BORGWARNER INCBWA1,091,203$37.9M0.08%
400KRAFT HEINZ COKHC1,025,847$37.9M0.08%
401WILLIAMS COS INC969457100970,486$37.8M0.08%
402METLIFE INCMET-PF510,000$37.8M0.08%
403TWO HBRS INVT CORP90187B8042,849,784$37.7M0.08%
404TEXAS ROADHOUSE INCTXRH243,914$37.7M0.08%
405MICROSTRATEGY INC594972AE127,500,000$37.6M0.08%
406ALIGN TECHNOLOGY INCALGN114,561$37.6M0.08%
407META PLATFORMS INCMETA77,300$37.5M0.08%
408MASIMO CORPMASI255,508$37.5M0.08%
409HEWLETT PACKARD ENTERPRISE CHPE-PC2,107,996$37.4M0.08%
410BOOKING HOLDINGS INCBKNG10,300$37.4M0.08%
411VERISIGN INCVRSN196,659$37.3M0.08%
412DIAMOND OFFSHORE DRILLING IN25271C2012,728,067$37.2M0.08%
413TAPESTRY INCTPR781,933$37.1M0.08%
414ULTA BEAUTY INCULTA71,000$37.1M0.08%
415HELIX ENERGY SOLUTIONS GRP I42330P1073,413,967$37.0M0.08%
416DTE ENERGY CODTK328,890$36.9M0.08%
417INTERNATIONAL BUSINESS MACHSINTR192,700$36.8M0.08%
418MURPHY OIL CORPMUR803,000$36.7M0.08%
419FIVE9 INCFIVN588,948$36.6M0.08%
420SABRE GLBL INCSABR38,804,000$36.5M0.08%
421LEVI STRAUSS & CO NEWLEVI1,822,218$36.4M0.08%
422NVENT ELECTRIC PLCNVT479,738$36.2M0.08%
423HEICO CORP NEWHEI-A188,262$36.0M0.08%
424MGIC INVT CORP WIS5528481031,585,621$35.5M0.08%
425NUTANIX INCNTNX573,433$35.4M0.08%
426SEAGATE TECHNOLOGY HLDNGS PLSE379,232$35.3M0.08%
427CHEVRON CORP NEWCVX223,000$35.2M0.08%
428CLOROX CO DELCLX229,718$35.2M0.08%
429DOLLAR TREE INCDLTR263,553$35.1M0.08%
430INVESCO EXCHANGE TRADED FD TIVZ206,098$34.9M0.08%
431LIVE NATION ENTERTAINMENT INLYV31,189,000$34.7M0.08%
432TECHNIPFMC PLCFTI1,367,782$34.3M0.07%
433KEYCORP4932671082,169,836$34.3M0.07%
434HORMEL FOODS CORPHRL982,104$34.3M0.07%
435FIRSTENERGY CORPFE886,693$34.2M0.07%
436LOWES COS INC548661107134,300$34.2M0.07%
437PRUDENTIAL FINL INCPUKPF290,600$34.1M0.07%
438CLEVELAND-CLIFFS INC NEWCLF1,500,000$34.1M0.07%
439NOBLE CORP PLCNE-WT696,168$33.8M0.07%
440CHUBB LIMITEDCB130,000$33.7M0.07%
441SITE CTRS CORP82981J1092,298,690$33.7M0.07%
442PATTERSON-UTI ENERGY INCPTEN2,816,330$33.6M0.07%
443PEGASYSTEMS INCPEGA35,000,000$33.6M0.07%
444AMERICAN EXPRESS COAXP147,400$33.6M0.07%
445TAL EDUCATION GROUPTAL2,956,872$33.6M0.07%
446NORDSTROM INC6556641001,652,701$33.5M0.07%
447AMERICOLD REALTY TRUST INCCOLD1,330,187$33.1M0.07%
448CAMPING WORLD HLDGS INCCWH1,184,708$33.0M0.07%
449NCL CORP LTD62886HAX924,999,000$32.9M0.07%
450OCCIDENTAL PETE CORP674599105503,600$32.7M0.07%
451HUBSPOT INCHUBS51,869$32.5M0.07%
452TOPBUILD CORPBLD73,635$32.5M0.07%
453SALESFORCE INCCRM107,500$32.4M0.07%
454SHOPIFY INCSHOP418,887$32.3M0.07%
455NETFLIX INCNFLX53,000$32.2M0.07%
456CACI INTL INC12719030484,629$32.1M0.07%
457MICRON TECHNOLOGY INCMU271,600$32.0M0.07%
458BIRKENSTOCK HOLDING PLCBIRK675,607$31.9M0.07%
459LENNAR CORPLEN-B185,434$31.9M0.07%
460BRUNSWICK CORPBC-PC330,056$31.9M0.07%
461NEWMONT CORPNEMCL887,449$31.8M0.07%
462RYMAN HOSPITALITY PPTYS INC78377T107274,562$31.7M0.07%
463SELECT SECTOR SPDR TR81369Y308415,100$31.7M0.07%
464VISA INCV113,200$31.6M0.07%
465SPROUTS FMRS MKT INC85208M102489,569$31.6M0.07%
466SUNSTONE HOTEL INVS INC NEW8678921012,831,638$31.5M0.07%
467INSIGHT ENTERPRISES INCNSIT169,714$31.5M0.07%
468ARCH CAP GROUP LTDG0450A105338,237$31.3M0.07%
469HAMILTON LANE INCHLNE277,228$31.3M0.07%
470ON HLDG AGH5919C104883,221$31.2M0.07%
471ALLEGRO MICROSYSTEMS INCALGM1,157,328$31.2M0.07%
472AUTONATION INCAN186,890$30.9M0.07%
473WESTLAKE CORPORATIONWLK201,289$30.8M0.07%
474COPT DEFENSE PROPERTIESCDP1,267,267$30.6M0.07%
475APTARGROUP INCATR211,968$30.5M0.07%
476AMERIPRISE FINL INC03076C10669,445$30.4M0.07%
477ENBRIDGE INCENNPF839,615$30.4M0.07%
478SNOWFLAKE INCSNOW185,578$30.0M0.07%
479AUTOMATIC DATA PROCESSING INADP118,621$29.6M0.06%
480FIRST INDL RLTY TR INC32054K103563,354$29.6M0.06%
481ISHARES TR464287739327,900$29.5M0.06%
482ATI INCATI573,783$29.4M0.06%
483HYATT HOTELS CORPH183,761$29.3M0.06%
484CORPAY INCCPAY94,272$29.1M0.06%
485TRANE TECHNOLOGIES PLCTT96,815$29.1M0.06%
486STRYKER CORPORATIONSYK80,946$29.0M0.06%
487PAYCOM SOFTWARE INCPAYC143,836$28.6M0.06%
488SCHWAB CHARLES CORPSCHW-PJ394,189$28.5M0.06%
489INTRA-CELLULAR THERAPIES INC46116X101410,634$28.4M0.06%
490IDEX CORP45167R104116,253$28.4M0.06%
491RLI CORPRLI190,285$28.3M0.06%
492PENUMBRA INCPEN126,261$28.2M0.06%
493URBAN EDGE PPTYS91704F1041,621,806$28.0M0.06%
494TJX COS INC NEW872540109275,500$27.9M0.06%
495AMAZON COM INCAMZN154,000$27.8M0.06%
496LUCID GROUP INCLCID9,726,500$27.7M0.06%
497NEWS CORP NEWNWSLL1,056,098$27.6M0.06%
498COLGATE PALMOLIVE COCL306,574$27.6M0.06%
499TESLA INCTSLA157,000$27.6M0.06%
500FREEPORT-MCMORAN INCFCX585,675$27.5M0.06%