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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

PALISADE CAPITAL MANAGEMENT LLC/NJ

Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001085146-23-002130

Total Value
$3.70B
Positions
382
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (382)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLIED INDL TECHNOLOGIES IN03820C105585,160$83.2M2.25%
2LITTELFUSE INCLFUS234,891$63.0M1.70%
3RITCHIE BROS AUCTIONEERS7677441051,080,287$60.8M1.64%
4IDACORP INCIDA529,426$57.4M1.55%
5LKQ CORPLKQ982,992$55.8M1.51%
6APPLE INCAAPL334,897$55.2M1.49%
7RAYMOND JAMES FINL INC754730109582,535$54.3M1.47%
8AVIENT CORPORATIONAVNT1,229,474$50.6M1.37%
9RLI CORPRLI367,016$48.8M1.32%
10ACADIA HEALTHCARE COMPANY INACHC664,568$48.0M1.30%
11DANAHER CORPORATION235851102181,542$45.8M1.24%
12BRUKER CORPBRKRP580,189$45.7M1.24%
13BLACKBAUD INCBLKB616,417$42.7M1.15%
14EASTGROUP PPTYS INC277276101257,930$42.6M1.15%
15PDC ENERGY INC69327R101652,391$41.9M1.13%
16INGEVITY CORPNGVT575,199$41.1M1.11%
17REPLIGEN CORPRGEN235,324$39.6M1.07%
18SAIA INCSAIA145,140$39.5M1.07%
19PERFORMANCE FOOD GROUP COPFGC649,302$39.2M1.06%
20NATIONAL INSTRS CORP636518102744,027$39.0M1.05%
21MUELLER INDS INC624756102527,010$38.7M1.05%
22WILEY JOHN & SONS INC968223206983,552$38.1M1.03%
23AMPHENOL CORP NEW032095101428,518$35.0M0.95%
24PRIMO WATER CORPORATION74167P1082,260,596$34.7M0.94%
25OIL STS INTL INC6780261054,147,223$34.5M0.93%
26ALTAIR ENGR INC021369103458,601$33.1M0.89%
27RENASANT CORPRNST1,079,248$33.0M0.89%
28HEICO CORP NEWHEI-A240,788$32.7M0.88%
29ACI WORLDWIDE INCACIW1,202,829$32.5M0.88%
30TEXAS ROADHOUSE INCTXRH296,258$32.0M0.86%
31WSFS FINL CORP929328102843,238$31.7M0.86%
32INDEPENDENT BK CORP MASS453836108469,586$30.8M0.83%
33PROSPERITY BANCSHARES INCPB500,013$30.8M0.83%
34VERRA MOBILITY CORPVRRM1,789,489$30.3M0.82%
35BARNES GROUP INC067806109746,548$30.1M0.81%
36CSG SYS INTL INC126349109554,614$29.8M0.80%
37CULLEN FROST BANKERS INCCFR-PB275,685$29.0M0.78%
38RLJ LODGING TRRLJ-PA2,722,603$28.9M0.78%
39ONTO INNOVATION INCONTO314,726$27.7M0.75%
40VONTIER CORPORATIONVNT1,007,895$27.6M0.74%
41QUAKER HOUGHTON747316107138,014$27.3M0.74%
42TAYLOR MORRISON HOME CORPTMHC683,600$26.2M0.71%
43STRIDE INCLRN664,832$26.1M0.70%
44COMMERCIAL METALS COCMC522,403$25.5M0.69%
45GROUP 1 AUTOMOTIVE INCGPI109,762$24.9M0.67%
46MATTHEWS INTL CORP577128101673,719$24.3M0.66%
47DECKERS OUTDOOR CORPDECK53,773$24.2M0.65%
48JPMORGAN CHASE & COVYLD183,573$23.9M0.65%
49RESOURCES CONNECTION INCRGP1,378,559$23.5M0.63%
50BIOLIFE SOLUTIONS INCBLFS1,079,814$23.5M0.63%
51COUSINS PPTYS INC2227955021,067,598$22.8M0.62%
52GIBRALTAR INDS INC374689107468,950$22.7M0.61%
53BUCKLE INCBKE634,107$22.6M0.61%
54AMETEK INCAME154,638$22.5M0.61%
55VERTEX INCVERX1,080,300$22.4M0.60%
56FRANCO NEV CORPFNV152,939$22.3M0.60%
57MICROSOFT CORPMSFT75,946$21.9M0.59%
58FORTIVE CORPFTV318,883$21.7M0.59%
59VISA INCV96,036$21.7M0.58%
60FULTON FINL CORP PA3602711001,549,072$21.4M0.58%
61CENTENE CORP DELCNC329,679$20.8M0.56%
62WESTAMERICA BANCORPORATIONWABC469,493$20.8M0.56%
63AZENTA INCAZTA451,073$20.1M0.54%
64EASTERLY GOVT PPTYS INC27616P1031,451,101$19.9M0.54%
65INTERCONTINENTAL EXCHANGE IN45866F104189,459$19.8M0.53%
66SHIFT4 PMTS INC82452J109259,495$19.7M0.53%
67ZEBRA TECHNOLOGIES CORPORATIZBRA61,031$19.4M0.52%
68COMMUNITY HEALTHCARE TR INCCHCT516,058$18.9M0.51%
69AVID BIOSERVICES INC05368M1061,002,275$18.8M0.51%
70PROG HOLDINGS INCPRG785,122$18.7M0.50%
71CHEESECAKE FACTORY INCCAKE525,813$18.4M0.50%
72CORSAIR GAMING INCCRSR975,214$17.9M0.48%
73SM ENERGY COSM633,368$17.8M0.48%
74WOODWARD INCWWD183,046$17.8M0.48%
75ROPER TECHNOLOGIES INCROP39,242$17.3M0.47%
76BROADCOM INCAVGO26,925$17.3M0.47%
77ADAPTHEALTH CORPAHCO1,377,965$17.1M0.46%
78ICON PLCICLR74,892$16.0M0.43%
79AMERISAFE INCAMSF318,808$15.6M0.42%
80ALPHABET INCGOOG149,198$15.5M0.42%
81TELEDYNE TECHNOLOGIES INCTDY34,450$15.4M0.42%
82SEMTECH CORPSMTC632,708$15.3M0.41%
83ATKORE INCATKR105,316$14.8M0.40%
84BECTON DICKINSON & COBDX58,898$14.6M0.39%
85HORACE MANN EDUCATORS CORP N440327104432,965$14.5M0.39%
86HEALTHCARE SVCS GROUP INC4219061081,039,099$14.4M0.39%
87NOVO-NORDISK A SNONOF90,142$14.3M0.39%
88JOHNSON & JOHNSONJNJ91,593$14.2M0.38%
89ABBVIE INCABBV88,469$14.1M0.38%
90HERBALIFE NUTRITION LTDHLF14,838,000$14.1M0.38%
91MONRO INCMNRO283,090$14.0M0.38%
92ONESPAWORLD HOLDINGS LIMITEDOSW1,163,401$13.9M0.38%
93MSA SAFETY INCMNESP103,980$13.9M0.37%
94WESTERN ALLIANCE BANCORPWAL-PA379,196$13.5M0.36%
95BLACKLINE INCBL195,619$13.1M0.35%
96CASTLE BIOSCIENCES INCCSTL577,018$13.1M0.35%
97PALO ALTO NETWORKS INCPANW6,350,000$12.8M0.35%
98NEW MTN FIN CORP6475511001,027,928$12.5M0.34%
99HOME DEPOT INCHD42,210$12.5M0.34%
100CCC INTELLIGENT SOLUTIONS HLCCC1,384,987$12.4M0.34%
101SYNEOS HEALTH INC87166B102345,924$12.3M0.33%
102DEVON ENERGY CORP NEW25179M103239,884$12.1M0.33%
103WELLS FARGO CO NEW94974680410,378$12.0M0.32%
104COMPASS MINERALS INTL INCCOMP343,572$11.8M0.32%
105PEDIATRIX MEDICAL GROUP INCMD772,280$11.5M0.31%
106THE AARONS COMPANY INC00258W1081,188,082$11.5M0.31%
107REVOLVE GROUP INCRVLV434,037$11.4M0.31%
108FISERV INCFISV95,389$10.8M0.29%
109ADVANCED MICRO DEVICES INCAMD109,594$10.7M0.29%
110BIOMARIN PHARMACEUTICAL INCBMRN10,093,000$10.3M0.28%
111UNION PAC CORPUNP51,291$10.3M0.28%
112NEXTERA ENERGY INCNEE-PW131,645$10.1M0.27%
113BRIGHT HORIZONS FAM SOL IN D109194100130,452$10.0M0.27%
114HILLENBRAND INC431571108211,270$10.0M0.27%
115SOUTHWEST AIRLS CO844741BG28,745,000$9.9M0.27%
116BERKSHIRE HATHAWAY INC DELBRK-A31,908$9.9M0.27%
117BANK AMERICA CORP0605056828,395$9.7M0.26%
118ZOETIS INCZTS56,412$9.4M0.25%
119MICROCHIP TECHNOLOGY INC.MCHPP3,931,000$9.4M0.25%
120DEXCOM INCDXCM8,699,000$9.3M0.25%
121MONDELEZ INTL INC609207105131,657$9.2M0.25%
122NORTHROP GRUMMAN CORPNOC19,320$8.9M0.24%
123DIGITALBRIDGE GROUP INCDBRG-PJ8,881,000$8.9M0.24%
124KAMAN CORP483548AF09,255,000$8.7M0.24%
125TRUPANION INCTRUP193,823$8.3M0.22%
126NEW MTN FIN CORP647551AC48,303,000$8.3M0.22%
127FORD MTR CO DEL345370CZ18,116,000$8.1M0.22%
128ARES CAPITAL CORPARCC437,020$8.0M0.22%
129WESTERN DIGITAL CORP.WDC8,133,000$7.8M0.21%
130ON SEMICONDUCTOR CORPON4,780,000$7.8M0.21%
131PEPSICO INCPEP42,083$7.7M0.21%
132HESKA CORP42805E30677,713$7.6M0.20%
133QUALCOMM INCQCOM59,135$7.5M0.20%
134UNISYS CORPUIS1,883,981$7.3M0.20%
135KKR & CO INCKKRT136,598$7.2M0.19%
136INTERDIGITAL INCIDCC6,672,000$6.9M0.19%
137ILLUMINA INCILMN7,000,000$6.9M0.19%
138MCDONALDS CORPMCD24,146$6.8M0.18%
139GUIDEWIRE SOFTWARE INCGWRE6,823,000$6.7M0.18%
140SPLUNK INC848637AD66,834,000$6.6M0.18%
141NEW RELIC INC64829BAB66,634,000$6.6M0.18%
142JAZZ INVESTMENTS I LTD472145AF85,942,000$6.6M0.18%
143BLACK KNIGHT INC09215C105111,773$6.4M0.17%
144COSTCO WHSL CORP NEW22160K10512,775$6.3M0.17%
145DOMINOS PIZZA INCDPZ19,144$6.3M0.17%
146LUMENTUM HLDGS INCLITE5,917,000$6.2M0.17%
147LIGAND PHARMACEUTICALS INCLGNZZ6,270,000$6.2M0.17%
148FIVE9 INCFIVN6,640,000$6.2M0.17%
149THERMO FISHER SCIENTIFIC INCTMO10,742$6.2M0.17%
150PARSONS CORP DELPSN5,544,000$6.1M0.17%
151FTI CONSULTING INCFCN3,130,000$6.1M0.16%
152LIVE NATION ENTERTAINMENT INLYV6,215,000$6.1M0.16%
153HERON THERAPEUTICS INCHRTX3,970,286$6.0M0.16%
154JAZZ INVESTMENTS I LTD472145AD36,212,000$6.0M0.16%
155DANAHER CORPORATION2358514094,705$6.0M0.16%
156FIDELITY NATIONAL FINANCIALFNF169,600$5.9M0.16%
157DROPBOX INCDBX6,754,000$5.9M0.16%
158DOCUSIGN INCDOCU6,132,000$5.9M0.16%
159VISHAY INTERTECHNOLOGY INCVSH5,900,000$5.8M0.16%
160AES CORPAES64,500$5.8M0.16%
161RANPAK HOLDINGS CORPPACK1,082,819$5.7M0.15%
162MIDDLEBY CORPMIDD4,464,000$5.6M0.15%
163MONGODB INCMDB4,260,000$5.5M0.15%
164SPLUNK INC848637AC85,541,000$5.4M0.15%
165TEXAS INSTRS INC88250810428,911$5.4M0.15%
166EMERGENT BIOSOLUTIONS INCEBS513,871$5.3M0.14%
167NUVASIVE INCNU5,327,000$5.3M0.14%
168SNAP INCSNAP7,125,000$5.2M0.14%
169PACIRA BIOSCIENCES INCPCRX5,500,000$5.1M0.14%
170DIAGEO PLCDGEAF27,977$5.1M0.14%
171INSULET CORPPODD3,312,000$5.0M0.13%
172ADOBE SYSTEMS INCORPORATEDADBE12,814$4.9M0.13%
173ENPHASE ENERGY INCENPH4,720,000$4.9M0.13%
174DISH NETWORK CORPORATION25470MAD15,427,000$4.8M0.13%
175CHART INDS INC16115Q40790,000$4.8M0.13%
176ZSCALER INCZS4,415,000$4.7M0.13%
177NISOURCE INCNI44,800$4.7M0.13%
178SHERWIN WILLIAMS COSHW20,575$4.6M0.12%
179PRA GROUP INCPRAA4,622,000$4.6M0.12%
180OVERSTOCK COM INC DELBBBY-WT226,206$4.6M0.12%
181ALTERYX INC02156BAD54,816,000$4.5M0.12%
182IONIS PHARMACEUTICALS INCIONS4,740,000$4.4M0.12%
183EVERBRIDGE INCEVEX-WT4,655,000$4.2M0.11%
184PEABODY ENGR CORP704551AD22,750,000$4.2M0.11%
185NIKE INCNKE34,190$4.2M0.11%
186NOVA LTDNVMI2,838,000$4.1M0.11%
187CONMED CORPCNMD3,264,000$4.1M0.11%
188SAREPTA THERAPEUTICS INCSRPT2,051,000$4.0M0.11%
189GREENBRIER COS INC393657AK74,060,000$3.9M0.11%
190NRG ENERGY INCNRG3,807,000$3.9M0.11%
191BOX INCBXCAP3,348,000$3.9M0.11%
192MACOM TECH SOLUTIONS HLDGS I55405YAB63,703,000$3.9M0.11%
193SILICON LABORATORIES INCSLAB2,550,000$3.8M0.10%
194BILL HOLDINGS INCBILL4,074,000$3.8M0.10%
195OKTA INCOKTA4,140,000$3.7M0.10%
196CYBERARK SOFTWARE LTD23248VAB13,332,000$3.7M0.10%
197AKAMAI TECHNOLOGIES INCAKAM3,704,000$3.7M0.10%
198BERKSHIRE HATHAWAY INC DELBRK-A8$3.7M0.10%
199NICE LTDNCSYF3,800,000$3.7M0.10%
200TRIPADVISOR INCTRIP4,467,000$3.7M0.10%
201ENVESTNET INC29404KAE64,000,000$3.6M0.10%
202NCL CORP LTD62886HAX93,332,000$3.6M0.10%
203VAIL RESORTS INCMTN4,000,000$3.6M0.10%
204DIGITALOCEAN HLDGS INCDOCN4,569,000$3.6M0.10%
205STARBUCKS CORPSBUX34,073$3.5M0.10%
206BLOCK INCBSQKZ51,554$3.5M0.10%
207DATADOG INCDDOG3,237,000$3.5M0.09%
208IAC INCIAC67,200$3.5M0.09%
209CHEGG INCCHGG3,938,000$3.5M0.09%
210INFINERA CORP45667GAC73,300,000$3.4M0.09%
211HALOZYME THERAPEUTICS INCHALO3,962,000$3.4M0.09%
212BIOMARIN PHARMACEUTICAL INCBMRN3,143,000$3.3M0.09%
213BURLINGTON STORES INCBURL15,965$3.2M0.09%
214QUANTA SVCS INC74762E10218,947$3.2M0.09%
215NVIDIA CORPORATIONNVDA10,880$3.0M0.08%
216VARONIS SYS INCVRNS2,735,000$3.0M0.08%
217KKR & CO INCKKRT47,076$3.0M0.08%
218BLACKLINE INCBL2,717,000$3.0M0.08%
219PURE STORAGE INC74624MAB82,890,000$2.9M0.08%
220MATCH GROUP INC NEWMTCH75,098$2.9M0.08%
221BENTLEY SYS INCBSY3,000,000$2.8M0.08%
222AIR TRANS SVCS GROUP INCAIIR3,000,000$2.8M0.08%
223APELLIS PHARMACEUTICALS INCAPLS1,492,000$2.8M0.07%
224PARATEK PHARMACEUTICALS INC699374AB03,447,000$2.7M0.07%
225GREENBRIER COS INC393657AM33,185,000$2.7M0.07%
226KKR REAL ESTATE FIN TR INCKKRT2,726,000$2.7M0.07%
227NCL CORP LTD62886HBK63,580,000$2.7M0.07%
228PROGRESS SOFTWARE CORP743312AB62,470,000$2.7M0.07%
229PENNYMAC CORP70932AAD52,866,000$2.7M0.07%
230BOSTON SCIENTIFIC CORPBSX22,150$2.7M0.07%
231APOLLO COML REAL ESTATE FIN03762UAC92,694,000$2.6M0.07%
232UNITY SOFTWARE INCU3,390,000$2.6M0.07%
233PHILIP MORRIS INTL INC71817210926,750$2.6M0.07%
234CONSTELLATION BRANDS INCSTZ11,460$2.6M0.07%
235REDWOOD TRUST INCRWTQ2,717,000$2.6M0.07%
236GUARDANT HEALTH INCGH3,805,000$2.6M0.07%
237DIAMONDBACK ENERGY INCFANG18,651$2.5M0.07%
238WOLFSPEED INCWOLF2,976,000$2.5M0.07%
239MANNKIND CORPMNKD2,323,000$2.4M0.07%
240ZILLOW GROUP INCZ2,020,000$2.4M0.06%
241JOHN BEAN TECHNOLOGIES CORPJBTM2,601,000$2.4M0.06%
242RBC BEARINGS INCRBC21,000$2.4M0.06%
243APPLIED MATLS INC03822210519,146$2.4M0.06%
244SOLAREDGE TECHNOLOGIES INCSEDG1,792,000$2.3M0.06%
245VAREX IMAGING CORPVREX2,080,000$2.3M0.06%
246NEXTERA ENERGY INCNEE-PW48,500$2.2M0.06%
247RAPID7 INCRPD2,157,000$2.2M0.06%
248SSR MINING INSSRGF2,000,000$2.2M0.06%
249INTUITINTU4,910$2.2M0.06%
250BLACKSTONE MORTGAGE TRUST IN09257WAE02,700,000$2.2M0.06%
251EPR PPTYS26884U30779,400$2.1M0.06%
252PENN ENTERTAINMENT INCPENN1,460,000$2.1M0.06%
253ENTERPRISE PRODS PARTNERS L29379210780,755$2.1M0.06%
254ENVISTA HOLDINGS CORPORATIONNVST1,040,000$2.1M0.06%
255TERADYNE INCTER600,000$2.0M0.06%
256REALOGY GRP LLC/REALOGY CO75606DAP62,845,000$2.0M0.05%
257PIONEER NAT RES CO723787AP2931,000$2.0M0.05%
258MARRIOTT VACATIONS WORLDWIDEVAC2,035,000$2.0M0.05%
259ARRAY TECHNOLOGIES INCARRY1,790,000$2.0M0.05%
260TECHTARGET INCTTGT2,520,000$2.0M0.05%
261DISNEY WALT CO25468710619,626$2.0M0.05%
262TECHTARGET INCTTGT2,240,000$1.9M0.05%
263PROS HOLDINGS INC74346YAH62,001,000$1.9M0.05%
264LIVEPERSON INCLPSN2,030,000$1.9M0.05%
265DONALDSON INCDCI28,999$1.9M0.05%
266OMNICELL COMOMCL2,000,000$1.9M0.05%
267EVOLENT HEALTH INCEVH1,000,000$1.9M0.05%
268PERMIAN RESOURCES CORPPR1,000,000$1.9M0.05%
269BECTON DICKINSON & COBDX36,925$1.8M0.05%
270WIX COM LTDWIX1,833,000$1.8M0.05%
271ALPHABET INCGOOG17,160$1.8M0.05%
272INSMED INCINSM2,285,000$1.8M0.05%
273PROCTER AND GAMBLE CO74271810911,931$1.8M0.05%
274CRACKER BARREL OLD CTRY STOR22410JAB21,920,000$1.7M0.05%
275HENRY SCHEIN INCHSIC20,998$1.7M0.05%
276AMERICAN AIRLINES GROUP INCAAL1,478,000$1.7M0.05%
277HELMERICH & PAYNE INCHP47,312$1.7M0.05%
278ISHARES TR46428868753,500$1.7M0.05%
279BOK FINL CORP05561Q20119,607$1.7M0.04%
280MAKEMYTRIP LIMITED MAURITIUSMMYT1,697,000$1.6M0.04%
281APTARGROUP INCATR13,795$1.6M0.04%
282PENSKE AUTOMOTIVE GRP INC70959W10311,484$1.6M0.04%
283GAMING & LEISURE PPTYS INC36467J10830,946$1.6M0.04%
284MGP INGREDIENTS INC NEWMGPI1,350,000$1.6M0.04%
285REPLIGEN CORPRGEN1,031,000$1.6M0.04%
286EXACT SCIENCES CORP30063PAA31,373,000$1.6M0.04%
287ALTAIR ENGR INC021369AA11,000,000$1.6M0.04%
288PELOTON INTERACTIVE INCPTON2,057,000$1.6M0.04%
289ARAMARKARMK43,095$1.5M0.04%
290SPOTIFY USA INC84921RAB61,750,000$1.5M0.04%
291ATI INCATI563,000$1.5M0.04%
292SERVICE CORP INTL81756510421,153$1.5M0.04%
293SEA LTDSE1,820,000$1.4M0.04%
294KBR INCKBR650,000$1.4M0.04%
295SNAP INCSNAP1,500,000$1.4M0.04%
296AKAMAI TECHNOLOGIES INCAKAM1,500,000$1.4M0.04%
297CHEVRON CORP NEWCVX8,312$1.4M0.04%
298PEGASYSTEMS INCPEGA1,510,000$1.4M0.04%
299ELECTRONIC ARTS INCEA11,200$1.3M0.04%
300OKTA INCOKTA1,500,000$1.3M0.03%
301HUNTINGTON BANCSHARES INCHBANP112,462$1.3M0.03%
302TRANSDIGM GROUP INCTDG1,700$1.3M0.03%
303SS&C TECHNOLOGIES HLDGS INCSSNC22,021$1.2M0.03%
304ADVANCED MICRO DEVICES INCAMD100,000$1.2M0.03%
305FASTLY INCFSLY1,500,000$1.2M0.03%
306NORTHERN TR CORPNTRSO13,000$1.1M0.03%
307VERIZON COMMUNICATIONS INCVZ29,133$1.1M0.03%
308I3 VERTICALS LLCIIIV1,191,000$1.1M0.03%
309BOOKING HOLDINGS INCBKNG726,000$1.1M0.03%
310CONOCOPHILLIPSCOP10,821$1.1M0.03%
311VERINT SYSTEMS INC92343XAC41,191,000$1.1M0.03%
312TYLER TEX INDPT SCH DIST902252AB11,076,000$1.0M0.03%
313BRIDGEBIO PHARMA INCBBIO1,387,000$1.0M0.03%
314PULTE GROUP INC74586710117,597$1.0M0.03%
315ZILLOW GROUP INCZ1,000,000$1.0M0.03%
316SHAKE SHACK INCSHAK1,345,000$995,3000.03%
317AIR PRODS & CHEMS INCAIIR3,435$986,5660.03%
318INTEGRA LIFESCIENCES HLDGS CIART1,000,000$975,6250.03%
319DISH NETWORK CORPORATION25470MAF61,839,000$970,9920.03%
320HUBSPOT INCHUBS609,000$967,5790.03%
321BRIDGEBIO PHARMA INCBBIO1,500,000$956,2610.03%
322EXACT SCIENCES CORP30063PAB11,000,000$929,5000.03%
323LCI INDS501812AB71,019,000$927,2900.03%
324BLOOMIN BRANDS INCBLMN403,000$922,8700.02%
325UNITED STATES STL CORPUNTCW435,000$887,9660.02%
326ISHARES TR4642872002,128$874,8490.02%
327NOVOCURE LTDNVCR1,000,000$871,6810.02%
328RAPID7 INCRPD1,000,000$870,0000.02%
329NXP SEMICONDUCTORS N VNXPI4,620$861,5140.02%
330MICROCHIP TECHNOLOGY INC.MCHPP769,000$861,2800.02%
331DOUGLAS EMMETT INCDEI68,969$850,3880.02%
332BANK OZK LITTLE ROCK ARKOZKAP24,701$844,7740.02%
333ON SEMICONDUCTOR CORPON210,000$833,1750.02%
334OLD DOMINION FREIGHT LINE INODFL2,375$809,4950.02%
335JAMF HLDG CORP47074LAB1955,000$788,4720.02%
336VANGUARD SCOTTSDALE FDS92206C40910,000$762,3000.02%
337ACTIVISION BLIZZARD INC00507V1098,615$737,3580.02%
338CENTERPOINT ENERGY INCCNP24,680$727,0730.02%
339NCL CORP LTD62886HBD21,000,000$718,7500.02%
340ALIBABA GROUP HLDG LTDBBAAY6,770$691,7590.02%
341ALTRIA GROUP INCMO15,100$673,7620.02%
342APPLIED OPTOELECTRONICS INCAAOI1,000,000$669,3750.02%
343INVESCO EXCHANGE TRADED FD TIVZ4,568$660,6240.02%
344HOPE BANCORP INCHOPE662,000$642,1400.02%
345ENVISTA HOLDINGS CORPORATIONNVST15,502$633,7220.02%
346INSIGHT ENTERPRISES INCNSIT300,000$627,7500.02%
347CONSOLIDATED EDISON INCED5,000$478,3500.01%
348GOLDMAN SACHS GROUP INCGSCE1,461$477,9080.01%
349ISHARES TR4642878044,809$465,0190.01%
350EZCORP INCEZPW500,000$457,5000.01%
351WIX COM LTDWIX500,000$434,3500.01%
352JD.COM INCJDCMF9,740$427,4890.01%
353ISHARES TR4642875071,703$426,0950.01%
354NUVASIVE INCNU471,000$419,3310.01%
355SPDR S&P 500 ETF TRSPY1,000$409,3900.01%
356R1 RCM INC77634L10527,272$409,0800.01%
357INFINERA CORP45667G10352,515$407,5160.01%
358CONFLUENT INC20717MAB9500,000$395,3130.01%
359ISHARES TR46434V7387,157$374,8840.01%
360MERCK & CO INCMRK3,311$352,2570.01%
361SEAGEN INCSE1,734$351,0830.01%
362AMERICAN TOWER CORP NEW03027X1001,698$346,9690.01%
363HANOVER INS GROUP INC4108671052,600$334,1000.01%
364PANDORA MEDIA INC698354AD9336,000$333,9000.01%
365JACOBS SOLUTIONS INCJ2,560$300,8260.01%
366ABBOTT LABSABLZF2,850$288,5910.01%
367GILEAD SCIENCES INCGILD3,200$265,5040.01%
368ACCENTURE PLC IRELANDACN913$260,8620.01%
369LILLY ELI & COLLY745$255,8480.01%
370VIMEO INC92719V10064,945$248,7390.01%
371ENCORE CAP EUROPE FIN LTDECR200,000$243,5000.01%
372BANK AMERICA CORP0605051048,500$243,1000.01%
373SUPERNUS PHARMACEUTICALSSUPN238,000$237,4050.01%
374INTERNATIONAL BUSINESS MACHSINTR1,738$227,8340.01%
375SELECT SECTOR SPDR TR81369Y5062,550$211,2160.01%
376F&G ANNUITIES & LIFE INCFGSN11,456$207,5830.01%
377YORK WTR CO9871841084,600$205,6200.01%
378ROBINHOOD MKTS INC77070010220,000$194,2000.01%
379WOLFSPEED INCWOLF125,000$186,8000.01%
380RIBBON COMMUNICATIONS INCRBBN40,015$136,8510.00%
381MITEK SYS INCMITK13,005$124,7180.00%
382ANYWHERE REAL ESTATE INC75605Y10613,500$71,2800.00%