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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

Linden Thomas Advisory Services, LLC

Quarter ended Q1 2023 · Filed February 17, 2023 · Accession 0001085146-23-001408

Total Value
$355.1M
Positions
326
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (326)

#IssuerTicker / CUSIPSharesValue% of Filing
1GARTNER INCIT12,258$4.1M1.16%
2MONSTER BEVERAGE CORP NEWMNST39,805$4.0M1.14%
3LOCKHEED MARTIN CORPLMT7,545$3.7M1.03%
4CHEMED CORP NEWCHE7,075$3.6M1.02%
5TRACTOR SUPPLY COTSCO15,714$3.5M1.00%
6FACTSET RESH SYS INC3030751058,767$3.5M0.99%
7VERTEX PHARMACEUTICALS INCVRTX11,486$3.3M0.93%
8ULTA BEAUTY INCULTA6,892$3.2M0.91%
9BROADCOM INCAVGO5,641$3.2M0.89%
10CADENCE DESIGN SYSTEM INCCDNS17,313$2.8M0.78%
11APPLE INCAAPL21,073$2.7M0.77%
12SUPER MICRO COMPUTER INCSMCI33,180$2.7M0.77%
13LILLY ELI & COLLY7,139$2.6M0.74%
14COSTAR GROUP INCCSGP33,456$2.6M0.73%
15INTUITIVE SURGICAL INCISRG9,441$2.5M0.71%
16OREILLY AUTOMOTIVE INC67103H1072,927$2.5M0.70%
17INDEPENDENT BK CORP MASS45383610828,286$2.4M0.67%
18S&P GLOBAL INCSPGI6,913$2.3M0.65%
19VANGUARD SPECIALIZED FUNDS92190884415,222$2.3M0.65%
20ROLLINS INCROL63,123$2.3M0.65%
21NORTHROP GRUMMAN CORPNOC3,983$2.2M0.61%
22LULULEMON ATHLETICA INCLULU6,772$2.2M0.61%
23FORTINET INCFTNT44,317$2.2M0.61%
24HELMERICH & PAYNE INCHP43,406$2.2M0.61%
25REGENERON PHARMACEUTICALSREGN2,930$2.1M0.60%
26COPART INCCPRT34,518$2.1M0.59%
27NVIDIA CORPORATIONNVDA14,259$2.1M0.59%
28DILLARDS INC2540671016,397$2.1M0.58%
29HALOZYME THERAPEUTICS INCHALO36,249$2.1M0.58%
30SALESFORCE INCCRM15,312$2.0M0.57%
31TYLER TECHNOLOGIES INCTYL6,224$2.0M0.57%
32NOW INCDNOW157,829$2.0M0.56%
33HOME DEPOT INCHD6,083$1.9M0.54%
34RESMED INCRSMDF9,228$1.9M0.54%
35CHESAPEAKE ENERGY CORPEXE20,316$1.9M0.54%
36ANSYS INC03662Q1057,868$1.9M0.54%
37INTUITINTU4,876$1.9M0.53%
38MONOLITHIC PWR SYS INC6098391055,324$1.9M0.53%
39IDEXX LABS INC45168D1044,587$1.9M0.53%
40BIOMARIN PHARMACEUTICAL INCBMRN18,052$1.9M0.53%
41FIVE BELOW INCFIVE10,329$1.8M0.51%
42PAYCOM SOFTWARE INCPAYC5,887$1.8M0.51%
43HUMANA INCHUM3,564$1.8M0.51%
44KINDER MORGAN INC DELEP-PC100,678$1.8M0.51%
45AMERICAN EQTY INVT LIFE HLD02567620639,752$1.8M0.51%
46DEXCOM INCDXCM15,921$1.8M0.51%
47ZEBRA TECHNOLOGIES CORPORATIZBRA7,002$1.8M0.51%
48NEUROCRINE BIOSCIENCES INCNBIX15,024$1.8M0.51%
49GENUINE PARTS COGPC10,264$1.8M0.50%
50NETFLIX INCNFLX6,033$1.8M0.50%
51PALO ALTO NETWORKS INCPANW12,714$1.8M0.50%
52WEIS MKTS INC94884910421,416$1.8M0.50%
53ABBVIE INCABBV10,817$1.7M0.49%
54MARKETAXESS HLDGS INCMKTX6,182$1.7M0.49%
55EPAM SYS INCEPAM5,215$1.7M0.48%
56ORACLE CORPORCL-PD20,696$1.7M0.48%
57MEDPACE HLDGS INCMEDP7,894$1.7M0.47%
58SOLAREDGE TECHNOLOGIES INCSEDG5,905$1.7M0.47%
59MODERNA INCMRNA9,278$1.7M0.47%
60GENERAL DYNAMICS CORPGD6,639$1.6M0.46%
61GILEAD SCIENCES INCGILD18,828$1.6M0.46%
62ETSY INCETSY13,244$1.6M0.45%
63INSULET CORPPODD5,388$1.6M0.45%
64NATIONAL WESTN LIFE GROUP IN6385171025,644$1.6M0.45%
65AUTOZONE INCAZO642$1.6M0.45%
66ISHARES TR4642876147,316$1.6M0.44%
67BRISTOL-MYERS SQUIBB COCELG-RI21,757$1.6M0.44%
68METLIFE INCMET-PF21,552$1.6M0.44%
69AMGEN INCAMGN5,924$1.6M0.44%
70CROCS INCCROX14,298$1.6M0.44%
71AMPHENOL CORP NEW03209510120,258$1.5M0.43%
72ABBOTT LABSABLZF13,980$1.5M0.43%
73PAYLOCITY HLDG CORPPCTY7,878$1.5M0.43%
74TRICO BANCSHARESTCBK29,295$1.5M0.42%
75KELLOGG COBEKE20,967$1.5M0.42%
76CBOE GLOBAL MKTS INC12503M10811,867$1.5M0.42%
77KRAFT HEINZ COKHC36,419$1.5M0.42%
78VEEVA SYS INCVEEV9,181$1.5M0.42%
79ACTIVISION BLIZZARD INC00507V10919,308$1.5M0.42%
80ONEOK INC NEWOKE22,416$1.5M0.41%
81ADOBE SYSTEMS INCORPORATEDADBE4,365$1.5M0.41%
82HENRY JACK & ASSOC INC4262811018,306$1.5M0.41%
83OMNICOM GROUP INCOMC17,828$1.5M0.41%
84SOUTHERN COSOMN20,278$1.4M0.41%
85QUEST DIAGNOSTICS INCDGX9,214$1.4M0.41%
86HEICO CORP NEWHEI-A9,357$1.4M0.40%
87VICI PPTYS INC92565210944,139$1.4M0.40%
88BIO-TECHNE CORPTECH17,230$1.4M0.40%
89TRANSDIGM GROUP INCTDG2,258$1.4M0.40%
90OFG BANCORPOFG51,499$1.4M0.40%
91FIRSTENERGY CORPFE33,626$1.4M0.40%
92LANDSTAR SYS INCLSTR8,535$1.4M0.39%
93FEDERATED HERMES INCFHI38,217$1.4M0.39%
94HEWLETT PACKARD ENTERPRISE CHPE-PC85,629$1.4M0.38%
95ASSOCIATED CAP GROUP INC04552810632,461$1.4M0.38%
96SILICON LABORATORIES INCSLAB10,014$1.4M0.38%
97LENNOX INTL INC5261071075,652$1.4M0.38%
98AMCOR PLCAMCCF112,499$1.3M0.38%
99STELLAR BANCORP INCSTEL45,366$1.3M0.38%
100SAFETY INS GROUP INC78648T10015,727$1.3M0.37%
101APOGEE ENTERPRISES INCAPOG29,675$1.3M0.37%
102NATIONAL BEVERAGE CORPFIZZ28,318$1.3M0.37%
103REGIONS FINANCIAL CORP NEWRF-PF60,672$1.3M0.37%
104DRIL-QUIP INC26203710447,903$1.3M0.37%
105SHERWIN WILLIAMS COSHW5,433$1.3M0.36%
106EMPLOYERS HLDGS INCEIG29,845$1.3M0.36%
107FIRST BANCORP N C31891010629,985$1.3M0.36%
108ALTRIA GROUP INCMO28,021$1.3M0.36%
109CIRRUS LOGIC INCCRUS17,073$1.3M0.36%
110WESTAMERICA BANCORPORATIONWABC21,382$1.3M0.36%
111L3HARRIS TECHNOLOGIES INCLHX6,006$1.3M0.35%
112ANALOG DEVICES INCADI7,578$1.2M0.35%
113PC CONNECTION INCCNXN26,319$1.2M0.35%
114INSIGHT ENTERPRISES INCNSIT12,272$1.2M0.35%
115WASHINGTON FED INCWAFDP36,646$1.2M0.35%
116MORNINGSTAR INCMORN5,669$1.2M0.35%
117THE ODP CORP88337F10526,922$1.2M0.35%
118STRATEGIC ED INCSTRA15,654$1.2M0.35%
119LOWES COS INC5486611076,137$1.2M0.34%
120SEAGEN INCSE9,494$1.2M0.34%
121ASPEN TECHNOLOGY INC29109X1065,934$1.2M0.34%
122HUNTINGTON BANCSHARES INCHBANP86,101$1.2M0.34%
123OXFORD INDS INC69149730913,014$1.2M0.34%
124CATHAY GEN BANCORP14915010429,621$1.2M0.34%
125REALTY INCOME CORPO18,950$1.2M0.34%
126VERIZON COMMUNICATIONS INCVZ30,425$1.2M0.34%
127FAIR ISAAC CORPFICO1,996$1.2M0.34%
128PENSKE AUTOMOTIVE GRP INC70959W10310,210$1.2M0.33%
129DOMINOS PIZZA INCDPZ3,352$1.2M0.33%
130FIRST HAWAIIAN INCFHB44,554$1.2M0.33%
131ABM INDS INC00095710025,992$1.2M0.33%
132UNIFIRST CORP MASSUNF5,976$1.2M0.32%
133MICROSOFT CORPMSFT4,788$1.1M0.32%
134TEXAS INSTRS INC8825081046,915$1.1M0.32%
135ARISTA NETWORKS INCANET9,321$1.1M0.32%
136QUIDELORTHO CORPQDEL13,110$1.1M0.32%
137MANHATTAN ASSOCIATES INCMANH9,127$1.1M0.31%
138SERVICE CORP INTL81756510415,963$1.1M0.31%
139F5 INCFFIV7,679$1.1M0.31%
140TARGET CORPTGT7,382$1.1M0.31%
141FOX CORPFOX36,002$1.1M0.31%
142SERVICENOW INCNOW2,804$1.1M0.31%
143DOW INCDOW21,587$1.1M0.31%
144BRUKER CORPBRKRP15,897$1.1M0.31%
145SIGNET JEWELERS LIMITEDSIG15,849$1.1M0.30%
146WASHINGTON TR BANCORP INC94061010822,732$1.1M0.30%
147NEXSTAR MEDIA GROUP INCNXST6,097$1.1M0.30%
148CORNING INCGLW32,194$1.0M0.29%
149PENUMBRA INCPEN4,613$1.0M0.29%
150HP INCHPQ38,184$1.0M0.29%
151BIOGEN INCBIIB3,671$1.0M0.29%
152LAM RESEARCH CORPLRCX2,414$1.0M0.29%
153DEVON ENERGY CORP NEW25179M10316,495$1.0M0.29%
154WORLD FUEL SVCS CORPWKC37,039$1.0M0.29%
155NATIONAL HEALTHCARE CORPNHC16,766$997,6710.28%
156BROADRIDGE FINL SOLUTIONS IN11133T1037,402$992,8330.28%
157EDWARDS LIFESCIENCES CORPEW13,286$991,2810.28%
158KELLY SVCS INCBEKE57,795$976,7480.28%
159BEST BUY INCBBY12,150$974,5510.27%
160AUTODESK INCADSK5,104$953,7880.27%
161META PLATFORMS INCMETA7,907$951,4790.27%
162STANDARD MTR PRODS INC85366610527,139$944,4380.27%
163RMR GROUP INCRMR33,407$943,7850.27%
164BLOCK H & R INCBSQKZ25,786$941,4440.27%
165KEARNY FINL CORP MDBEKE92,625$940,1530.26%
166NATIONAL PRESTO INDS INC63721510413,639$933,7280.26%
167TRUIST FINL CORP89832Q10921,658$931,9420.26%
168US BANCORP DELUSB-PS21,298$928,8140.26%
169UNITEDHEALTH GROUP INCUNH1,748$926,7500.26%
170QUALCOMM INCQCOM8,412$924,8140.26%
171EXELIXIS INCEXEL57,121$916,2100.26%
172TESLA INCTSLA7,402$911,7840.26%
173FIRST HORIZON CORPORATIONFHN-PH37,138$909,9230.26%
174MASIMO CORPMASI6,043$894,0540.25%
175HNI CORPHNI31,306$890,0410.25%
176INCYTE CORPINCY10,982$882,0800.25%
177IPG PHOTONICS CORPIPGP9,113$862,7050.24%
178SYNOPSYS INCSNPS2,697$861,1100.24%
179GARMIN LTDGRMN9,312$859,4100.24%
180TRIMBLE INCTRMB16,827$850,7650.24%
181VERISIGN INCVRSN4,141$850,7170.24%
182OLD DOMINION FREIGHT LINE INODFL2,980$845,6600.24%
183NETAPP INCNTAP14,031$842,7080.24%
184PRICESMART INCPSMT13,560$824,1870.23%
185ELEVANCE HEALTH INCELV1,605$823,3530.23%
186CITIZENS FINL GROUP INCCIA20,705$815,1540.23%
1873M COMMM6,752$809,7100.23%
188STEWART INFORMATION SVCS COR86037210118,948$809,6460.23%
189BLACKSTONE INCBX10,818$802,5960.23%
190SCIENCE APPLICATIONS INTL CO8086251077,220$800,9120.23%
191COGNEX CORPCGNX16,773$790,1840.22%
192MASTERCARD INCORPORATEDMA2,226$774,0490.22%
193BOOZ ALLEN HAMILTON HLDG CORBAH7,321$765,1910.22%
194AMDOCS LTDDOX8,367$760,5770.21%
195COTERRA ENERGY INCCTRA30,951$760,4660.21%
196UBER TECHNOLOGIES INCUBER30,641$757,7590.21%
197CANNAE HLDGS INCCNNE36,045$744,3410.21%
198HUNTINGTON INGALLS INDS INC4464131063,207$739,7860.21%
199OLLIES BARGAIN OUTLET HLDGS68111610915,504$726,1970.20%
200CHARTER COMMUNICATIONS INC N16119P1082,140$725,7000.20%
201HUBBELL INCHUBB3,080$722,8090.20%
202ISHARES TR4642876305,190$719,6970.20%
203GRAPHIC PACKAGING HLDG COGPK32,260$717,8110.20%
204ILLUMINA INCILMN3,549$717,5990.20%
205FLOWERS FOODS INCFLO24,383$700,7670.20%
206VISA INCV3,372$700,5650.20%
207BLUEPRINT MEDICINES CORP09627Y10915,898$696,4890.20%
208UNITED BANKSHARES INC WEST VUNTCW17,081$691,6030.19%
209FIRST AMERN FINL CORP31847R10213,152$688,3810.19%
210MERCURY GENL CORP NEW58940010020,006$684,2090.19%
211NVR INCNVR148$682,7150.19%
212DICKS SPORTING GOODS INC2533931025,644$678,9230.19%
213CREDIT ACCEP CORP MICH2253101011,418$672,7030.19%
214NVENT ELECTRIC PLCNVT17,369$668,1860.19%
215VERISK ANALYTICS INCVRSK3,769$664,9330.19%
216APPLIED MATLS INC0382221056,825$664,6130.19%
217PINNACLE WEST CAP CORPPNW8,684$660,3300.19%
218METTLER TOLEDO INTERNATIONALMTD451$651,8860.18%
219AXIS CAP HLDGS LTDG0692U10911,901$644,6780.18%
220SNAP ON INCSNA2,810$642,0430.18%
221MARKEL CORPMKL485$638,9450.18%
222UNIVERSAL DISPLAY CORPOLED5,908$638,3070.18%
223OLIN CORPOLN11,848$627,2370.18%
224UNIVERSAL HLTH SVCS INC9139031004,423$623,1530.18%
225TERADYNE INCTER7,103$620,4510.17%
226PARAMOUNT GLOBAL92556H20636,699$619,4750.17%
227WENDYS CO95058W10027,134$614,0500.17%
228NATIONAL RETAIL PROPERTIES INNN13,324$609,6980.17%
229CHIPOTLE MEXICAN GRILL INCCMG436$604,9170.17%
230ROSS STORES INCROST5,197$603,2160.17%
231ADVANCED MICRO DEVICES INCAMD9,186$594,9710.17%
232CLEARWAY ENERGY INCCWEN-A18,641$594,0850.17%
233SONOCO PRODS CO8354951029,726$590,4630.17%
234MILLERKNOLL INCMLKN27,849$585,1370.16%
235GENPACT LIMITEDG12,589$583,1200.16%
236ENCOMPASS HEALTH CORPEHC9,671$578,4260.16%
237THE TRADE DESK INC88339J10512,378$554,9160.16%
238MAXIMUS INCMMS7,567$554,9030.16%
239EXXON MOBIL CORPXOM4,997$551,1730.16%
240OMEGA HEALTHCARE INVS INC68193610019,581$547,2840.15%
241POLARIS INCPII5,293$534,5930.15%
242POOL CORPPOOL1,741$526,3710.15%
243TAKE-TWO INTERACTIVE SOFTWARTTWO5,052$526,0530.15%
244HEALTHCARE SVCS GROUP INC42190610843,421$521,0520.15%
245SIRIUS XM HOLDINGS INCSIRI88,567$517,2300.15%
246LUMEN TECHNOLOGIES INCLUMN97,432$508,5960.14%
247DENALI THERAPEUTICS INCDNLI18,264$507,9200.14%
248WATSCO INCWSO-B2,009$501,0470.14%
249VALLEY NATL BANCORP91979410744,134$499,1530.14%
250KLA CORPKLAC1,313$495,0280.14%
251PERKINELMER INCRVTY3,509$492,0330.14%
252LAZARD LTDLAZ13,812$478,8640.13%
253NEWS CORP NEWNWSLL26,033$473,7990.13%
254WEST PHARMACEUTICAL SVSC INC9553061051,985$467,1780.13%
255SILGAN HOLDINGS INCSLGN8,832$457,8500.13%
256GRAINGER W W INC384802104819$455,5810.13%
257ALIGN TECHNOLOGY INCALGN2,157$454,9500.13%
258AMERISOURCEBERGEN CORPCOR2,738$453,7140.13%
259ALBERTSONS COS INC01309110321,743$450,9500.13%
260ADVANCED DRAIN SYS INC DEL00790R1045,490$450,0200.13%
261DOLBY LABORATORIES INCDLB6,355$448,2820.13%
262THERMO FISHER SCIENTIFIC INCTMO814$448,2600.13%
263LKQ CORPLKQ8,388$448,0070.13%
264FIDELITY NATIONAL FINANCIALFNF11,665$438,8380.12%
265BLOCK INCBSQKZ6,972$438,1090.12%
266T-MOBILE US INCTMUSZ3,123$437,2200.12%
267ALPHABET INCGOOG4,936$435,5160.12%
268RELIANCE STEEL & ALUMINUM CORS2,130$431,1960.12%
269WILLIAMS COS INC96945710013,017$428,2590.12%
270SMITH A O CORPAOS7,429$425,2380.12%
271AMEDISYS INC0234361085,084$424,7000.12%
272CURTISS WRIGHT CORPCW2,503$417,9850.12%
273BERKSHIRE HATHAWAY INC DELBRK-A1,303$402,4990.11%
274CRANE HLDGS COCXT3,949$396,6790.11%
275CHEWY INCCHWY10,665$395,4530.11%
276WEC ENERGY GROUP INCWEC4,201$393,8850.11%
277BURLINGTON STORES INCBURL1,932$391,7340.11%
278BERRY GLOBAL GROUP INC08579W1036,472$391,1070.11%
279BJS WHSL CLUB HLDGS INC05550J1015,883$389,2230.11%
280NATIONAL FUEL GAS CONFG6,147$389,1070.11%
281WALMART INCWMT2,730$387,0810.11%
282PAYCHEX INCPAYX3,347$386,7770.11%
283STRYKER CORPORATIONSYK1,564$382,3740.11%
284KNIGHT-SWIFT TRANSN HLDGS IN4990491047,282$381,6530.11%
285DTE ENERGY CODTK3,246$381,5020.11%
286SPDR GOLD TRGLD2,217$376,0920.11%
287PINTEREST INCPINS15,010$364,4370.10%
288WHIRLPOOL CORPWHR-PA2,572$363,8400.10%
289HORMEL FOODS CORPHRL7,955$362,3530.10%
290AMN HEALTHCARE SVCS INC0017441013,489$358,7380.10%
291AMERICAN FINL GROUP INC OHIO0259321042,599$356,7900.10%
292CROWDSTRIKE HLDGS INCCRWD3,375$355,3490.10%
293BIG LOTS INC08930210323,414$344,1960.10%
294HANOVER INS GROUP INC4108671052,528$341,6080.10%
295HENRY SCHEIN INCHSIC4,255$339,8430.10%
296HOULIHAN LOKEY INCHLI3,898$339,7520.10%
297COSTCO WHSL CORP NEW22160K105740$337,8250.10%
298ACUITY BRANDS INCAYI2,025$335,3620.09%
299MOODYS CORPMCO1,199$334,0660.09%
300CISCO SYS INCCSCO6,772$322,6160.09%
301DIGITAL TURBINE INCAPPS21,159$322,4690.09%
302PACKAGING CORP AMER6951561092,516$321,8230.09%
303UNION PAC CORPUNP1,541$319,0940.09%
304VIR BIOTECHNOLOGY INCVIR12,356$312,7270.09%
305BOYD GAMING CORPBYD5,690$310,2770.09%
306ARROW ELECTRS INC0427351002,895$302,7310.09%
307ZOOM VIDEO COMMUNICATIONS INZM4,452$301,5840.08%
308ARES CAPITAL CORPARCC16,166$298,5900.08%
309LYFT INCLYFT26,615$293,3010.08%
310MEDICAL PPTYS TRUST INC58463J30426,231$292,2160.08%
311MANPOWERGROUP INC WISMAN3,486$290,0710.08%
312TYSON FOODS INCTSN4,653$289,6600.08%
313TRINET GROUP INCTNET4,245$287,8110.08%
3141LIFE HEALTHCARE INC68269G10717,030$284,5740.08%
315RALPH LAUREN CORPRL2,677$282,8750.08%
316AMAZON COM INCAMZN3,342$280,7280.08%
317ADVANCE AUTO PARTS INCAAP1,851$272,1470.08%
318ULTRAGENYX PHARMACEUTICAL INRARE5,748$266,3110.07%
319MATSON INCMATX4,130$258,1640.07%
320JONES LANG LASALLE INCJLL1,619$258,0190.07%
321COGNIZANT TECHNOLOGY SOLUTIOCTSH4,485$256,4990.07%
322SL GREEN RLTY CORP78440X8877,606$256,4740.07%
323EXACT SCIENCES CORP30063P1054,749$235,1170.07%
324CABLE ONE INCCABO328$233,5250.07%
325HERBALIFE NUTRITION LTDHLF10,553$157,0280.04%
326SMILEDIRECTCLUB INC83192H10658,558$20,6250.01%