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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 Q2 2023 · Filed April 25, 2023 · Accession 0001085146-23-001844

Total Value
$403.2M
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1MONSTER BEVERAGE CORP NEWMNST81,105$4.4M1.09%
2GARTNER INCIT12,582$4.1M1.02%
3NVIDIA CORPORATIONNVDA14,601$4.1M1.01%
4CHEMED CORP NEWCHE7,386$4.0M0.99%
5CADENCE DESIGN SYSTEM INCCDNS18,212$3.8M0.95%
6ULTA BEAUTY INCULTA6,995$3.8M0.95%
7BROADCOM INCAVGO5,924$3.8M0.94%
8LOCKHEED MARTIN CORPLMT8,017$3.8M0.94%
9TRACTOR SUPPLY COTSCO16,110$3.8M0.94%
10SUPER MICRO COMPUTER INCSMCI35,512$3.8M0.94%
11VERTEX PHARMACEUTICALS INCVRTX11,968$3.8M0.94%
12FACTSET RESH SYS INC3030751059,012$3.7M0.93%
13APPLE INCAAPL21,702$3.6M0.89%
14SALESFORCE INCCRM16,120$3.2M0.80%
15FORTINET INCFTNT45,203$3.0M0.75%
16MONOLITHIC PWR SYS INC6098391055,620$2.8M0.70%
17ANSYS INC03662Q1058,227$2.7M0.68%
18COPART INCCPRT35,195$2.6M0.66%
19LILLY ELI & COLLY7,696$2.6M0.66%
20S&P GLOBAL INCSPGI7,634$2.6M0.65%
21PALO ALTO NETWORKS INCPANW13,017$2.6M0.64%
22OREILLY AUTOMOTIVE INC67103H1073,009$2.6M0.63%
23MARKETAXESS HLDGS INCMKTX6,472$2.5M0.63%
24LULULEMON ATHLETICA INCLULU6,894$2.5M0.62%
25REGENERON PHARMACEUTICALSREGN3,036$2.5M0.62%
26ROLLINS INCROL63,985$2.4M0.60%
27COSTAR GROUP INCCSGP34,361$2.4M0.59%
28IDEXX LABS INC45168D1044,702$2.4M0.58%
29TYLER TECHNOLOGIES INCTYL6,449$2.3M0.57%
30ZEBRA TECHNOLOGIES CORPORATIZBRA7,168$2.3M0.57%
31ORACLE CORPORCL-PD23,989$2.2M0.55%
32INTUITINTU4,965$2.2M0.55%
33NETFLIX INCNFLX6,397$2.2M0.55%
34FIVE BELOW INCFIVE10,691$2.2M0.55%
35INTUITIVE SURGICAL INCISRG8,420$2.2M0.53%
36DILLARDS INC2540671016,866$2.1M0.52%
37VICI PPTYS INC92565210964,674$2.1M0.52%
38SEAGEN INCSE10,250$2.1M0.51%
39KINDER MORGAN INC DELEP-PC117,983$2.1M0.51%
40RESMED INCRSMDF9,397$2.1M0.51%
41CIRRUS LOGIC INCCRUS17,782$1.9M0.48%
42HOME DEPOT INCHD6,581$1.9M0.48%
43WEIS MKTS INC94884910422,937$1.9M0.48%
44ACTIVISION BLIZZARD INC00507V10922,676$1.9M0.48%
45INDEPENDENT BK CORP MASS45383610829,384$1.9M0.48%
46DEXCOM INCDXCM16,487$1.9M0.48%
47ABBVIE INCABBV12,011$1.9M0.47%
48NOW INCDNOW169,949$1.9M0.47%
49GENUINE PARTS COGPC11,311$1.9M0.47%
50OMNICOM GROUP INCOMC20,056$1.9M0.47%
51NORTHROP GRUMMAN CORPNOC4,092$1.9M0.47%
52INSIGHT ENTERPRISES INCNSIT13,152$1.9M0.47%
53INSULET CORPPODD5,893$1.9M0.47%
54CROCS INCCROX14,698$1.9M0.46%
55SOLAREDGE TECHNOLOGIES INCSEDG6,026$1.8M0.45%
56PAYCOM SOFTWARE INCPAYC6,022$1.8M0.45%
57SILICON LABORATORIES INCSLAB10,311$1.8M0.45%
58BIOMARIN PHARMACEUTICAL INCBMRN18,511$1.8M0.45%
59HUMANA INCHUM3,644$1.8M0.44%
60VEEVA SYS INCVEEV9,556$1.8M0.44%
61META PLATFORMS INCMETA8,246$1.7M0.43%
62ADOBE SYSTEMS INCORPORATEDADBE4,504$1.7M0.43%
63GILEAD SCIENCES INCGILD20,876$1.7M0.43%
64ABBOTT LABSABLZF17,092$1.7M0.43%
65AMPHENOL CORP NEW03209510120,739$1.7M0.42%
66TRANSDIGM GROUP INCTDG2,290$1.7M0.42%
67GENERAL DYNAMICS CORPGD7,369$1.7M0.42%
68BRISTOL-MYERS SQUIBB COCELG-RI24,233$1.7M0.42%
69HELMERICH & PAYNE INCHP46,603$1.7M0.41%
70PENSKE AUTOMOTIVE GRP INC70959W10311,727$1.7M0.41%
71ANALOG DEVICES INCADI8,408$1.7M0.41%
72CHESAPEAKE ENERGY CORPEXE21,746$1.7M0.41%
73AUTOZONE INCAZO669$1.6M0.41%
74FEDERATED HERMES INCFHI40,913$1.6M0.41%
75HEICO CORP NEWHEI-A9,593$1.6M0.41%
76VERIZON COMMUNICATIONS INCVZ42,059$1.6M0.41%
77CBOE GLOBAL MKTS INC12503M10812,169$1.6M0.41%
78PAYLOCITY HLDG CORPPCTY8,054$1.6M0.40%
79EPAM SYS INCEPAM5,336$1.6M0.40%
80AMGEN INCAMGN6,574$1.6M0.39%
81TESLA INCTSLA7,660$1.6M0.39%
82SOUTHERN COSOMN22,701$1.6M0.39%
83KRAFT HEINZ COKHC40,840$1.6M0.39%
84ONEOK INC NEWOKE24,796$1.6M0.39%
85LANDSTAR SYS INCLSTR8,743$1.6M0.39%
86ARISTA NETWORKS INCANET9,307$1.6M0.39%
87KELLOGG COBEKE23,301$1.6M0.39%
88NEUROCRINE BIOSCIENCES INCNBIX15,395$1.6M0.39%
89AMERICAN EQTY INVT LIFE HLD02567620642,588$1.6M0.39%
90NATIONAL BEVERAGE CORPFIZZ29,006$1.5M0.38%
91ETSY INCETSY13,704$1.5M0.38%
92DRIL-QUIP INC26203710453,088$1.5M0.38%
93MEDPACE HLDGS INCMEDP8,074$1.5M0.38%
94HEWLETT PACKARD ENTERPRISE CHPE-PC94,996$1.5M0.38%
95MANHATTAN ASSOCIATES INCMANH9,747$1.5M0.37%
96STRATEGIC ED INCSTRA16,771$1.5M0.37%
97FIRSTENERGY CORPFE37,406$1.5M0.37%
98LENNOX INTL INC5261071075,936$1.5M0.37%
99MICROSOFT CORPMSFT5,164$1.5M0.37%
100TEXAS INSTRS INC8825081047,938$1.5M0.37%
101OXFORD INDS INC69149730913,969$1.5M0.37%
102NATIONAL WESTN LIFE GROUP IN6385171026,049$1.5M0.36%
103MODERNA INCMRNA9,491$1.5M0.36%
104QUEST DIAGNOSTICS INCDGX10,192$1.4M0.36%
105ASPEN TECHNOLOGY INC29109X1066,256$1.4M0.36%
106AMCOR PLCAMCCF125,579$1.4M0.35%
107FAIR ISAAC CORPFICO2,033$1.4M0.35%
108HALOZYME THERAPEUTICS INCHALO37,143$1.4M0.35%
109L3HARRIS TECHNOLOGIES INCLHX7,225$1.4M0.35%
110DOW INCDOW25,706$1.4M0.35%
111ALTRIA GROUP INCMO31,503$1.4M0.35%
112FOX CORPFOX41,113$1.4M0.35%
113BRUKER CORPBRKRP17,747$1.4M0.35%
114BIO-TECHNE CORPTECH18,837$1.4M0.35%
115LOWES COS INC5486611076,965$1.4M0.35%
116OFG BANCORPOFG55,704$1.4M0.34%
117METLIFE INCMET-PF23,935$1.4M0.34%
118SERVICENOW INCNOW2,984$1.4M0.34%
119APOGEE ENTERPRISES INCAPOG31,860$1.4M0.34%
120REALTY INCOME CORPO21,491$1.4M0.34%
121SIGNET JEWELERS LIMITEDSIG17,257$1.3M0.33%
122PENUMBRA INCPEN4,810$1.3M0.33%
123EMPLOYERS HLDGS INCEIG32,108$1.3M0.33%
124CORNING INCGLW37,816$1.3M0.33%
125NEXSTAR MEDIA GROUP INCNXST7,571$1.3M0.32%
126TRICO BANCSHARESTCBK31,344$1.3M0.32%
127LAM RESEARCH CORPLRCX2,453$1.3M0.32%
128THE ODP CORP88337F10528,867$1.3M0.32%
129SERVICE CORP INTL81756510418,750$1.3M0.32%
130ASSOCIATED CAP GROUP INC04552810634,815$1.3M0.32%
131HENRY JACK & ASSOC INC4262811018,504$1.3M0.32%
132HP INCHPQ43,271$1.3M0.32%
133PC CONNECTION INCCNXN28,214$1.3M0.31%
134SHERWIN WILLIAMS COSHW5,642$1.3M0.31%
135SAFETY INS GROUP INC78648T10016,971$1.3M0.31%
136BROADRIDGE FINL SOLUTIONS IN11133T1038,601$1.3M0.31%
137ABM INDS INC00095710027,882$1.3M0.31%
138REGIONS FINANCIAL CORP NEWRF-PF67,204$1.2M0.31%
139QUALCOMM INCQCOM9,553$1.2M0.30%
140QUIDELORTHO CORPQDEL13,674$1.2M0.30%
141STELLAR BANCORP INCSTEL49,096$1.2M0.30%
142MORNINGSTAR INCMORN5,902$1.2M0.30%
143MASIMO CORPMASI6,476$1.2M0.30%
144WASHINGTON FED INCWAFDP39,114$1.2M0.29%
145EXELIXIS INCEXEL60,650$1.2M0.29%
146F5 INCFFIV7,919$1.2M0.29%
147TARGET CORPTGT6,904$1.1M0.28%
148FIRST BANCORP N C31891010632,134$1.1M0.28%
149EDWARDS LIFESCIENCES CORPEW13,761$1.1M0.28%
150DOMINOS PIZZA INCDPZ3,417$1.1M0.28%
151STANDARD MTR PRODS INC85366610530,242$1.1M0.28%
152BLACKSTONE INCBX12,698$1.1M0.28%
153CATHAY GEN BANCORP14915010432,177$1.1M0.28%
154AUTODESK INCADSK5,324$1.1M0.27%
155NATIONAL PRESTO INDS INC63721510415,364$1.1M0.27%
156NATIONAL HEALTHCARE CORPNHC18,814$1.1M0.27%
157HUNTINGTON BANCSHARES INCHBANP97,292$1.1M0.27%
158BEST BUY INCBBY13,912$1.1M0.27%
159UNIFIRST CORP MASSUNF6,160$1.1M0.27%
160GARMIN LTDGRMN10,713$1.1M0.27%
161BLOCK H & R INCBSQKZ30,579$1.1M0.27%
162PRICESMART INCPSMT15,008$1.1M0.27%
163NETAPP INCNTAP16,700$1.1M0.26%
164KELLY SVCS INCBEKE64,203$1.1M0.26%
165FIRST AMERN FINL CORP31847R10219,039$1.1M0.26%
166BIOGEN INCBIIB3,765$1.0M0.26%
167SYNOPSYS INCSNPS2,671$1.0M0.26%
168FIRST HAWAIIAN INCFHB49,729$1.0M0.25%
169WORLD FUEL SVCS CORPWKC40,075$1.0M0.25%
170OLD DOMINION FREIGHT LINE INODFL2,976$1.0M0.25%
171UBER TECHNOLOGIES INCUBER31,943$1.0M0.25%
172WESTAMERICA BANCORPORATIONWABC22,854$1.0M0.25%
173HNI CORPHNI35,816$997,1210.25%
174PARAMOUNT GLOBAL92556H20644,390$990,3410.25%
175DEVON ENERGY CORP NEW25179M10319,328$978,1940.24%
176UNIVERSAL DISPLAY CORPOLED6,302$977,6250.24%
177GRAPHIC PACKAGING HLDG COGPK37,949$967,3160.24%
178RMR GROUP INCRMR36,612$960,6870.24%
179AMDOCS LTDDOX9,936$954,1510.24%
180OLLIES BARGAIN OUTLET HLDGS68111610916,380$949,0660.24%
181DICKS SPORTING GOODS INC2533931026,650$943,5620.23%
182TRIMBLE INCTRMB17,629$924,1180.23%
183ILLUMINA INCILMN3,968$922,7660.23%
184SCIENCE APPLICATIONS INTL CO8086251078,565$920,4000.23%
185US BANCORP DELUSB-PS25,500$919,2830.23%
186ADVANCED MICRO DEVICES INCAMD9,353$916,6510.23%
187COTERRA ENERGY INCCTRA36,753$901,9320.22%
188MASTERCARD INCORPORATEDMA2,455$892,1740.22%
189VERISIGN INCVRSN4,201$887,8150.22%
190HUBBELL INCHUBB3,642$886,1300.22%
191NVENT ELECTRIC PLCNVT20,425$877,0280.22%
192COGNEX CORPCGNX17,680$876,0570.22%
193WASHINGTON TR BANCORP INC94061010824,972$865,5240.21%
194APPLIED MATLS INC0382221057,037$864,3500.21%
195UNITEDHEALTH GROUP INCUNH1,808$854,4380.21%
196TRUIST FINL CORP89832Q10924,956$851,0130.21%
197STEWART INFORMATION SVCS COR86037210121,063$849,9070.21%
1983M COMMM8,079$849,1910.21%
199VISA INCV3,702$834,6500.21%
200KEARNY FINL CORP MDBEKE102,357$831,1400.21%
201NVR INCNVR149$830,2290.21%
202SNAP ON INCSNA3,336$823,6270.20%
203PINNACLE WEST CAP CORPPNW10,340$819,3370.20%
204CANNAE HLDGS INCCNNE40,540$818,1160.20%
205VERISK ANALYTICS INCVRSK4,204$806,5810.20%
206BOOZ ALLEN HAMILTON HLDG CORBAH8,673$803,8930.20%
207CHARTER COMMUNICATIONS INC N16119P1082,215$792,0820.20%
208INCYTE CORPINCY10,958$791,9370.20%
209HUNTINGTON INGALLS INDS INC4464131063,820$790,7910.20%
210FLOWERS FOODS INCFLO28,813$789,7610.20%
211FIRST HORIZON CORPORATIONFHN-PH44,071$783,5820.19%
212IPG PHOTONICS CORPIPGP6,279$774,2730.19%
213OLIN CORPOLN13,945$773,9970.19%
214TERADYNE INCTER7,170$770,8400.19%
215AXIS CAP HLDGS LTDG0692U10914,070$767,0930.19%
216ELEVANCE HEALTH INCELV1,665$765,5760.19%
217THE TRADE DESK INC88339J10512,539$763,7520.19%
218WATSCO INCWSO-B2,394$761,6730.19%
219BLUEPRINT MEDICINES CORP09627Y10916,919$761,2300.19%
220CHIPOTLE MEXICAN GRILL INCCMG440$751,6670.19%
221POLARIS INCPII6,725$743,9850.18%
222SONOCO PRODS CO83549510212,185$743,2850.18%
223ALIGN TECHNOLOGY INCALGN2,189$731,4710.18%
224KLA CORPKLAC1,824$728,0940.18%
225MERCURY GENL CORP NEW58940010022,879$726,1830.18%
226MAXIMUS INCMMS9,102$716,3490.18%
227UNITED BANKSHARES INC WEST VUNTCW20,219$711,7010.18%
228WENDYS CO95058W10032,190$701,1000.17%
229UNIVERSAL HLTH SVCS INC9139031005,501$699,1880.17%
230GRAINGER W W INC3848021041,015$699,1360.17%
231METTLER TOLEDO INTERNATIONALMTD456$697,7860.17%
232NATIONAL RETAIL PROPERTIES INNN15,796$697,3890.17%
233HEALTHCARE SVCS GROUP INC42190610850,075$694,5330.17%
234DOLBY LABORATORIES INCDLB8,109$692,6700.17%
235THERMO FISHER SCIENTIFIC INCTMO1,196$689,3380.17%
236GENPACT LIMITEDG14,853$686,5130.17%
237T-MOBILE US INCTMUSZ4,739$686,3960.17%
238CLEARWAY ENERGY INCCWEN-A21,838$684,1820.17%
239WEST PHARMACEUTICAL SVSC INC9553061051,967$681,5090.17%
240OMEGA HEALTHCARE INVS INC68193610024,698$676,9820.17%
241AMERICAN EXPRESS COAXP4,092$674,9720.17%
242STRYKER CORPORATIONSYK2,270$648,0110.16%
243ENCOMPASS HEALTH CORPEHC11,924$645,0960.16%
244CREDIT ACCEP CORP MICH2253101011,478$644,4320.16%
245MILLERKNOLL INCMLKN31,371$641,5460.16%
246RELIANCE STEEL & ALUMINUM CORS2,493$640,0540.16%
247SMITH A O CORPAOS9,215$637,2170.16%
248CITIZENS FINL GROUP INCCIA20,677$627,9580.16%
249MARKEL CORPMKL491$627,2040.16%
250TAKE-TWO INTERACTIVE SOFTWARTTWO5,210$621,5640.15%
251WALMART INCWMT4,129$608,8240.15%
252CISCO SYS INCCSCO11,548$603,6740.15%
253MOODYS CORPMCO1,968$602,2340.15%
254COSTCO WHSL CORP NEW22160K1051,207$599,7130.15%
255POOL CORPPOOL1,727$591,4090.15%
256BOYD GAMING CORPBYD9,163$587,5320.15%
257BERKSHIRE HATHAWAY INC DELBRK-A1,883$581,4180.14%
258COGNIZANT TECHNOLOGY SOLUTIOCTSH9,438$575,0610.14%
259ROSS STORES INCROST5,408$573,9610.14%
260ALBERTSONS COS INC01309110327,609$573,7170.14%
261EXXON MOBIL CORPXOM5,220$572,4310.14%
262NEWS CORP NEWNWSLL32,952$569,0770.14%
263CRANE HLDGS COCXT5,012$568,8870.14%
264TRINET GROUP INCTNET7,007$564,8330.14%
265WEC ENERGY GROUP INCWEC5,944$563,4370.14%
266PERKINELMER INCRVTY4,191$558,5020.14%
267KROGER COKR11,235$554,6740.14%
268PAYCHEX INCPAYX4,804$550,4920.14%
269BJS WHSL CLUB HLDGS INC05550J1017,231$550,0680.14%
270LAZARD LTDLAZ16,538$547,5780.14%
271ALPHABET INCGOOG5,267$546,3450.14%
272AMERISOURCEBERGEN CORPCOR3,399$544,2160.13%
273KNIGHT-SWIFT TRANSN HLDGS IN4990491049,570$541,4720.13%
274LKQ CORPLKQ9,471$537,5650.13%
275TIMKEN COTKR6,572$537,0650.13%
276UNION PAC CORPUNP2,644$532,1250.13%
277ACUITY BRANDS INCAYI2,847$520,2350.13%
278FIDELITY NATIONAL FINANCIALFNF14,888$520,0420.13%
279RALPH LAUREN CORPRL4,453$519,5300.13%
280TYSON FOODS INCTSN8,731$517,9230.13%
281PACKAGING CORP AMER6951561093,724$517,0080.13%
282DTE ENERGY CODTK4,713$516,2650.13%
283WILLIAMS COS INC96945710016,994$507,4470.13%
284ALLISON TRANSMISSION HLDGS IALSN11,208$507,0480.13%
285CURTISS WRIGHT CORPCW2,870$505,8670.13%
286BLOCK INCBSQKZ7,367$505,7470.13%
287HOULIHAN LOKEY INCHLI5,689$497,7270.12%
288SILGAN HLDGS INCSLGN9,269$497,4670.12%
289ADVANCED DRAIN SYS INC DEL00790R1045,861$493,5620.12%
290BERRY GLOBAL GROUP INC08579W1038,320$490,0490.12%
291VALLEY NATL BANCORP91979410752,799$487,8600.12%
292HORMEL FOODS CORPHRL12,203$486,6630.12%
293HENRY SCHEIN INCHSIC5,894$480,5970.12%
294CROWDSTRIKE HLDGS INCCRWD3,478$477,3960.12%
295SPDR GOLD TRGLD2,587$473,9920.12%
296MANPOWERGROUP INC WISMAN5,690$469,5950.12%
297ARES CAPITAL CORPARCC25,682$469,3430.12%
298NATIONAL FUEL GAS CONFG7,934$458,1050.11%
299JONES LANG LASALLE INCJLL3,133$455,8170.11%
300HANOVER INS GROUP INC4108671053,529$453,5000.11%
301DENALI THERAPEUTICS INCDNLI19,225$442,9520.11%
302WHIRLPOOL CORPWHR-PA3,289$434,1820.11%
303MURPHY USA INCMUSA1,678$433,0080.11%
304AMERICAN FINL GROUP INC OHIO0259321043,468$421,3810.10%
305BURLINGTON STORES INCBURL2,068$417,9370.10%
306PINTEREST INCPINS15,159$413,3920.10%
307CHEWY INCCHWY10,856$405,8030.10%
308AMEDISYS INC0234361085,418$398,5040.10%
309AMN HEALTHCARE SVCS INC0017441014,656$386,2620.10%
310AMAZON COM INCAMZN3,617$373,5920.09%
311SIRIUS XM HOLDINGS INCSIRI92,164$365,8870.09%
312EXACT SCIENCES CORP30063P1055,144$348,8170.09%
313ZOOM VIDEO COMMUNICATIONS INZM4,716$348,2300.09%
314LUMEN TECHNOLOGIES INCLUMN116,804$309,5430.08%
315VIR BIOTECHNOLOGY INCVIR13,177$306,6330.08%
316BIG LOTS INC08930210326,466$290,0610.07%
317MEDICAL PPTYS TRUST INC58463J30433,362$274,2370.07%
318DIGITAL TURBINE INCAPPS22,149$273,7610.07%
319LYFT INCLYFT27,850$258,1750.06%
320ULTRAGENYX PHARMACEUTICAL INRARE6,238$250,1460.06%
321CABLE ONE INCCABO343$240,7860.06%
322SL GREEN RLTY CORP78440X8879,802$230,5410.06%
323ROGERS CORPROG1,308$213,7640.05%
324NAPCO SEC TECHNOLOGIES INC6304021055,491$206,3540.05%
325HERBALIFE NUTRITION LTDHLF11,310$182,1020.05%
326GRAY TELEVISION INCGTN-A11,251$98,1100.02%
327SMILEDIRECTCLUB INC83192H10663,588$27,3440.01%