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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

CHARTWELL INVESTMENT PARTNERS, LLC

Quarter ended Q2 2023 · Filed April 14, 2023 · Accession 0001616525-23-000002

Total Value
$2.6M
Positions
792
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL306,633$50,5642.04%
2MICROSOFT CORP COMMSFT152,612$43,9981.77%
3APPLE INC COMAAPL207,000$34,1341.38%
4MICROSOFT CORP COMMSFT109,900$31,6841.28%
5ALPHABET INC CAP STK CLCGOOG199,555$20,7540.84%
6MUELLER WTR PRODS INC COM SER 6247581081,479,231$20,6200.83%
7SELECTIVE INS GROUP INC COM816300107184,331$17,5720.71%
8JPMORGAN CHASE & CO COMVYLD132,606$17,2800.70%
9AMAZON COM INC COMAMZN161,764$16,7090.67%
10VISTEONVC104,174$16,3380.66%
11AAR CORP COMAIR293,337$16,0020.65%
12JOHNSON & JOHNSONJNJ103,210$15,9980.64%
13PROCTER AND GAMBLE COCOM742718109106,614$15,8520.64%
14RUSH ENTERPRISES INC CL ARUSHB288,421$15,7480.63%
15MERCK & CO INC COMMRK141,699$15,0750.61%
16INTEGER HLDGS CORP COMITGR193,938$15,0300.61%
17EXXON MOBIL CORPXOM131,307$14,3990.58%
18DYCOM INDS INC COM267475101151,583$14,1960.57%
19MICROSOFT CORP COMMSFT49,005$14,1280.57%
20MASTERCARD INCORPORATED CL AMA38,542$14,0070.56%
21VERIZON COMMUNICATIONS INC COMVZ356,975$13,8830.56%
22MORGAN STANLEY COM NEWMS-PQ157,422$13,8220.56%
23CTS CORP COMCTS272,017$13,4540.54%
24PIONEER NAT RES CO COM72378710765,722$13,4230.54%
25HOSTESS BRANDS INC CL A44109J106534,139$13,2890.54%
26AMERICAN ELEC PWR INC COM025537101145,424$13,2320.53%
27PLEXUS CORP COMPLXS134,250$13,0990.53%
28JACK IN THE BOX INC COMJACK149,215$13,0700.53%
29NVIDIA CORPORATION COMNVDA46,148$12,8190.52%
30NIKE INC CL BNKE103,622$12,7080.51%
31GALLAGHER ARTHUR J & CO COM36357610965,903$12,6080.51%
32CHAMPIONX CORPORATION COM15872M104463,672$12,5790.51%
33EAGLE MATLS INC COM26969P10882,720$12,1390.49%
34GENERAL MTRS CO COM37045V100330,895$12,1370.49%
35PARSONS CORPORATION COMPSN270,427$12,0990.49%
36COLUMBUS MCKINNON CORP N Y COMCMCO325,088$12,0800.49%
37MOOG INC CL AMOG-B117,639$11,8520.48%
38UNITEDHEALTH GROUP INC COMUNH25,000$11,8150.48%
39SIX FLAGS ENTMT CORP NEW COM83001A102438,685$11,7170.47%
40PNM RES INC COMTXNM239,566$11,6620.47%
41NEXTERA ENERGY INC COMNEE-PW150,351$11,5890.47%
42COCA COLA CO COMKO180,486$11,1960.45%
43EMERSON ELEC CO COMEMR128,423$11,1910.45%
44CROWN CASTLE INCCCI83,484$11,1740.45%
45HESS CORP COMHESM84,413$11,1710.45%
46NVENT ELECTRIC PLC SHSNVT259,333$11,1360.45%
47COMMVAULT SYSTEMS INCCVLT194,571$11,0400.44%
48UNITEDHEALTH GROUP INC COMUNH23,307$11,0140.44%
49ABBOTT LABS COMABLZF107,920$10,9280.44%
50CACTUS INC CL AWHD262,962$10,8420.44%
51AT&T INC COMT-PC560,257$10,7850.43%
52TRI POINTE HOMES INC.TPH424,113$10,7390.43%
53CHUBB LIMITED COMCB55,123$10,7040.43%
54BRISTOL-MYERS SQUIBB CO COMCELG-RI149,362$10,3520.42%
55HUNTINGTON BANCSHARES INC.HBANP917,840$10,2800.41%
56FABRINET SHSFN86,261$10,2440.41%
57PROGRESS SOFTWARE CORP COM743312100176,686$10,1510.41%
58UNIFIRST CORP MASS COMUNF56,614$9,9770.40%
59UNITED CMNTY BKS BLAIRSVLE GA UNTCW352,991$9,9260.40%
60JPMORGAN CHASE & CO COMVYLD76,000$9,9040.40%
61PDC ENERGY INC COM69327R101151,750$9,7390.39%
62PHILIP MORRIS INTL INC COM718172109100,123$9,7370.39%
63NVIDIA CORPORATION COMNVDA34,500$9,5830.39%
64PNC FINL SVCS GROUP INC COM69347510574,878$9,5170.38%
65RYMAN HOSPITALITY PPTYS INC CO78377T107106,047$9,5160.38%
66ENPRO INDS INC COMNPO90,474$9,3990.38%
67KITE RLTY GROUP TR COM NEW49803T300448,614$9,3850.38%
68ABBVIE INC COMABBV58,327$9,2960.37%
69HUB GROUP INC CL AHUBG110,378$9,2650.37%
70STAG INDL INC COM85254J102267,399$9,0430.36%
71KEMPER CORP COMKMPB163,078$8,9140.36%
72FMC CORP COM NEWFMC70,926$8,6620.35%
73KORN FERRY COM NEWKFY166,102$8,5940.35%
74UNITEDHEALTH GROUP INC COMUNH18,185$8,5940.35%
75ENOVIS CORPENOV159,284$8,5200.34%
76WASTE MGMT INC DEL COM94106L10951,614$8,4220.34%
77PATTERSON COS INC COM703395103310,528$8,3130.34%
78MINERALS TECHNOLOGIES INC COMMTX135,411$8,1820.33%
79AMERICAN EQTY INVT LIFE HLD CO025676206223,944$8,1720.33%
80ABBVIE INC COMABBV51,000$8,1280.33%
81MERCK & CO INC COMMRK76,000$8,0860.33%
82DIODES INC COMDIOD86,583$8,0310.32%
83PRA GROUP INC COMPRAA205,389$8,0020.32%
84COLUMBIA BKG SYS INC COM197236102372,679$7,9830.32%
85OXFORD INDS INC COM69149730974,568$7,8740.32%
86MASONITE INTERNATIONAL CORP57538510986,698$7,8700.32%
87NORTHWESTERN CORP COM NEWNWE135,189$7,8220.32%
88TRIMAS CORP COM NEWTRS280,111$7,8040.31%
89TOWNEBANK PORTSMOUTH VA COM89214P109291,817$7,7770.31%
90ALAMOS GOLD INC NEW COM CL AAGI635,000$7,7660.31%
91BK OF AMERICA CORP COM060505104271,129$7,7540.31%
92CHEESECAKE FACTORY INCCAKE217,019$7,6070.31%
93CIENA CORP COM NEWCIEN144,295$7,5780.31%
94DANAHER CORPORATION COM23585110229,800$7,5110.30%
95HOME DEPOT INC COMHD25,312$7,4700.30%
96DENNYS CORP COM24869P104666,647$7,4400.30%
97INTEL CORP COMINTC227,618$7,4360.30%
98MCGRATH RENTCORP COMMGRC79,034$7,3750.30%
99ALPHABET INC CAP STK CLCGOOG70,000$7,2800.29%
100APPLE INC COMAAPL44,037$7,2620.29%
101NIKE INC CL BNKE58,500$7,1740.29%
102FOUR CORNERS PPTY TR INC COM35086T109266,691$7,1630.29%
103ARES CAPITAL CORP COMARCC389,111$7,1110.29%
104TARGET CORP COMTGT42,613$7,0580.28%
105SOUTHERN CO COMSOMN100,896$7,0200.28%
106JOHNSON & JOHNSONJNJ45,265$7,0160.28%
107MID-AMER APT CMNTYS INC COM59522J10346,142$6,9690.28%
108THERMO FISHER SCIENTIFICINCTMO12,000$6,9160.28%
109CHESAPEAKE ENERGY CORPEXE90,938$6,9150.28%
110INTUIT COMINTU15,117$6,7400.27%
111F N B CORP COM302520101578,091$6,7060.27%
112CHUBB LIMITED COMCB34,500$6,6990.27%
113GALLAGHER ARTHUR J & CO COM36357610935,000$6,6960.27%
114COCA COLA CO COMKO107,000$6,6370.27%
115NOMAD FOODS LTDNOMD351,173$6,5810.27%
116INDEPENDENT BK GROUP INC COMINDB141,728$6,5690.26%
117PATRICK INDS INC COM70334310392,997$6,3990.26%
118TEXAS INSTRS INC COM88250810434,099$6,3430.26%
119FIRST FINL BANCORP OHIO COM320209109289,987$6,3130.25%
120PACIFIC PREMIER BANCORP COM69478X105262,314$6,3010.25%
121QUALCOMM INC COMQCOM49,253$6,2840.25%
122DANAHER CORPORATION COM23585110224,791$6,2480.25%
123CISCO SYS INC COMCSCO117,500$6,1420.25%
124OLD NATL BANCORP680033107425,893$6,1410.25%
125SANDY SPRING BANCORP INC800363103235,157$6,1090.25%
126HESS CORP COMHESM45,000$5,9550.24%
127SAP SE SPON ADRSAPGF46,673$5,9060.24%
128MASCO CORP COMMAS117,811$5,8580.24%
129SYNOPSYS INC COMSNPS15,166$5,8580.24%
130FIRST INDL RLTY TR INC COM32054K103107,961$5,7440.23%
131ASML HOLDING N V N Y REGISTRY ASMLF8,367$5,6960.23%
132SAFRAN SHSF4035A55738,533$5,6550.23%
133COCA COLA CO COMKO90,499$5,6140.23%
134RENASANT CORP COMRNST183,146$5,6010.23%
135VULCAN MATLS CO COM92916010932,550$5,5840.23%
136ORACLE CORP COMORCL-PD60,063$5,5810.22%
137TJX COS INC NEW COM87254010971,099$5,5710.22%
138GAMING & LEISURE PPTYS INC COM36467J108107,000$5,5700.22%
139HONEYWELL INTL INC COM43851610629,000$5,5420.22%
140ACCENTURE PLC IRELAND SHS CLASACN18,984$5,4260.22%
141TAIWAN SEMICONDUCTOR SPONSORED87403910058,288$5,4220.22%
142MUELLER WTR PRODS INC COM SER 624758108386,762$5,3910.22%
143CANADIAN PAC RY LTD COM13645T10070,000$5,3860.22%
144ALPHABET INC CAP STK CLAGOOG51,783$5,3710.22%
145PHILIP MORRIS INTL INC COM71817210955,000$5,3490.22%
146ACTIVISION BLIZZARD INC COM00507V10962,000$5,3070.21%
147CIENA CORP COM NEWCIEN100,297$5,2680.21%
148LAM RESEARCH CORP COMLRCX9,845$5,2190.21%
149COMPASS GROUP PLC-ADRCOMP205,909$5,1760.21%
150LAS VEGAS SANDS CORP COMLVS90,000$5,1700.21%
151LIFE STORAGE INC COM53223X10739,419$5,1670.21%
152WESCO INTL INC COM95082P10533,295$5,1450.21%
153ELEVANCE HEALTHELV11,096$5,1020.21%
154DIAMONDBACK ENERGY INC COMFANG37,486$5,0670.20%
155ADAPTHEALTH CORP COMMON STOCKAHCO405,699$5,0430.20%
156PEBBLEBROOK HOTEL TR COMPEB-PH358,276$5,0300.20%
157SYNOPSYS INC COMSNPS13,000$5,0210.20%
158AMAZON COM INC COMAMZN48,412$5,0000.20%
159DOLLAR TREE INC COMDLTR34,555$4,9600.20%
160TESLA INC COMTSLA23,805$4,9390.20%
161TENET HEALTHCARE CORPTHC82,785$4,9190.20%
162COSTCO WHSL CORP NEW COM22160K1059,800$4,8690.20%
163STRYKER CORP COMSYK16,776$4,7890.19%
164SSR MNG INC COMSSRGF315,000$4,7630.19%
165BLACK HILLS CORP COMBKH75,404$4,7580.19%
166BLACKSTONE INC COMBX54,062$4,7490.19%
167MICRON TECHNOLOGY INC COMMU77,855$4,6980.19%
168ZOETIS INC CL AZTS28,000$4,6600.19%
169QUEST DIAGNOSTICS INCDGX32,687$4,6250.19%
170MORGAN STANLEY COM NEWMS-PQ52,500$4,6090.19%
171US BANCORP DEL COM NEWUSB-PS126,600$4,5640.18%
172UNIVAR SOLUTIONS USA INC COM91336L107130,261$4,5630.18%
173MERCK & CO INC COMMRK42,843$4,5580.18%
174CROWN CASTLE INCCCI34,000$4,5510.18%
175SERVICENOW INC COMNOW9,756$4,5340.18%
176SHERWIN-WILLIAMS COSHW20,158$4,5310.18%
177INTUITIVE SURGICAL INC COM NEWISRG17,612$4,4990.18%
178MERIT MED SYS INC COM58988910460,742$4,4920.18%
179LILLY ELI & CO COMLLY13,036$4,4770.18%
180HARLEY DAVIDSON INC COMHOG115,545$4,3870.18%
181SNAP ON INC COMSNA17,747$4,3820.18%
182ISHARES TR RUSSELL 300046428768918,487$4,3520.18%
183LILLY ELI & CO COMLLY12,641$4,3410.17%
184HECLA MNG CO COM422704106685,000$4,3360.17%
185ACTIVISION BLIZZARD INC COM00507V10950,419$4,3150.17%
186AIR PRODS & CHEMS INC COMAIIR15,000$4,3080.17%
187PPL CORP COMPPLC155,000$4,3070.17%
188BOOT BARN HLDGS INC COMBOOT55,939$4,2870.17%
189WELLS FARGO CO NEW COM949746101113,750$4,2520.17%
190DIAMONDBACK ENERGY INC COMFANG31,363$4,2390.17%
191CONAGRA BRANDS INC COMCAG112,807$4,2370.17%
192ADVANCED MICRO DEVICES INC COMAMD43,102$4,2240.17%
193UNITED BANKSHARES INC W VA COMUNTCW119,693$4,2130.17%
194EXELON CORP COMEXC100,000$4,1890.17%
195AMAZON COM INC COMAMZN40,500$4,1830.17%
196SAIA INC COMSAIA15,372$4,1820.17%
197CONSTELLATION BRANDS INC CL ASTZ18,500$4,1790.17%
198BROADCOM INC COMAVGO6,500$4,1700.17%
199META PLATFORMS INCMETA19,658$4,1660.17%
200UNILEVER PLC SPON ADR NEWUNLYF80,083$4,1590.17%
201AUTOZONE INC COMAZO1,691$4,1570.17%
202WEYERHAEUSER CO MTN BE COM NEWWY137,882$4,1540.17%
203INTERNATIONAL BUS MACH COMINTR31,500$4,1290.17%
204CATERPILLAR INC DEL COMCAT18,000$4,1190.17%
205AMPHENOL CORP NEW CL A03209510150,246$4,1060.17%
206VISA INC COM CL AV18,116$4,0840.16%
207AIR PRODS & CHEMS INC COMAIIR14,203$4,0790.16%
208REGAL REXNORD CORPORATION COMRRX28,854$4,0610.16%
209HANOVER INS GROUP INC COM41086710531,387$4,0330.16%
210COLUMBIA SPORTSWEAR CO COMCOLM44,695$4,0330.16%
211LITTLEFUSE INCLFUS14,920$4,0000.16%
212BOYD GAMING CORPBYD62,140$3,9840.16%
213ISHARES SILVER TR ISHARESSLV180,000$3,9820.16%
214SELECTIVE INS GROUP INC COM81630010741,671$3,9720.16%
215ARES CAPITAL CORP COMARCC215,000$3,9290.16%
216PARKER-HANNIFIN CORP COMPH11,668$3,9220.16%
217HUNTINGTON BANCSHARES INC.HBANP350,000$3,9200.16%
218CVB FINL CORP COM126600105234,348$3,9090.16%
219HCA HEALTHCARE INC COMHCA14,768$3,8940.16%
220MANHATTAN ASSOCS INC COMMANH25,119$3,8900.16%
221INTEL CORP COMINTC119,000$3,8880.16%
222FEDEX CORP COMFDX17,000$3,8840.16%
223SALESFORCE INCCRM19,411$3,8780.16%
224NVIDIA CORPORATION COMNVDA13,933$3,8700.16%
225DISNEY WALT CO COM DISNEY25468710638,000$3,8050.15%
226BROADCOM INC COMAVGO5,930$3,8040.15%
227LINDE PLC SHSLIN10,598$3,7670.15%
228HAIN CELESTIAL GROUP INC COMHAIN217,976$3,7380.15%
229THERMO FISHER SCIENTIFICINCTMO6,476$3,7330.15%
230TARGET CORP COMTGT22,500$3,7270.15%
231OTIS WORLDWIDE CORP COMOTIS44,130$3,7250.15%
232CHIPOTLE MEXICAN GRILL INC COMCMG2,174$3,7140.15%
233SHERWIN-WILLIAMS COSHW16,500$3,7090.15%
234VISTEONVC23,410$3,6710.15%
235AAR CORP COMAIR66,065$3,6040.15%
236BRISTOL-MYERS SQUIBB CO COMCELG-RI52,000$3,6040.15%
237OREILLY AUTOMOTIVE INC COM67103H1074,237$3,5970.14%
238ABBVIE INC COMABBV22,500$3,5860.14%
239LITTLEFUSE INCLFUS13,230$3,5470.14%
240ADOBE SYSTEMS INCORPORATED COMADBE9,174$3,5350.14%
241BLOOMIN BRANDS INC COMBLMN136,316$3,4970.14%
242RESTAURANT BRANDS INTL INC COM76131D10352,000$3,4910.14%
243ADOBE SYSTEMS INCORPORATED COMADBE9,000$3,4680.14%
244ROCHE HLDG LTD SPONSORED ADR77119510497,066$3,4660.14%
245BAKER HUGHES COMPANY CL ABKR120,000$3,4630.14%
246REGAL REXNORD CORPORATION COMRRX24,577$3,4590.14%
247HEALTHPEAK PROPERTIES INC COMDOC156,359$3,4350.14%
248PALO ALTO NETWORKS INC COMPANW17,149$3,4250.14%
249CANADIAN PAC RY LTD COM13645T10044,396$3,4160.14%
250TRUIST FINL CORP COM89832Q109100,000$3,4100.14%
251T-MOBILE US INC COMTMUSZ23,500$3,4040.14%
252INTEGER HLDGS CORP COMITGR43,434$3,3660.14%
253QUEST DIAGNOSTICS INCDGX23,789$3,3660.14%
254PUBLIC SVC ENTERPRISE GRP INC 74457310653,735$3,3560.14%
255MORGAN STANLEY COM NEWMS-PQ38,000$3,3360.13%
256LAMB WESTON HLDGS INC COMLW31,825$3,3260.13%
257VERIZON COMMUNICATIONS INC COMVZ85,000$3,3060.13%
258TENET HEALTHCARE CORPTHC55,278$3,2850.13%
259EXPEDIA GROUP INC COM NEWEXPE33,630$3,2630.13%
260HILTON WORLDWIDE HLDGS INC COMHLT23,118$3,2570.13%
261PENNYMAC CORP70932AAF03,750,000$3,2540.13%
262MEDTRONIC PLC SHSMDT40,237$3,2440.13%
263PALO ALTO NETWORKS INC COMPANW16,197$3,2350.13%
264ARISTA NETWORKS INCANET19,267$3,2340.13%
265ALLSTATE CORP COMALL-PJ29,153$3,2300.13%
266HOSTESS BRANDS INC CL A44109J106129,116$3,2120.13%
267CMS ENERGY CORP COMCMS-PC51,993$3,1910.13%
268DYCOM INDS INC COM26747510133,717$3,1580.13%
269META PLATFORMS INCMETA14,895$3,1570.13%
270L3HARRIS TECHNOLOGIES INC COMLHX16,062$3,1520.13%
271CTS CORP COMCTS63,729$3,1520.13%
272HARLEY DAVIDSON INC COMHOG82,431$3,1300.13%
273VERTEX PHARMACEUTICALS INC COMVRTX9,889$3,1160.13%
274AMEREN CORP COMAEE35,962$3,1070.13%
275S&P GLOBAL INC COMSPGI9,002$3,1040.13%
276ADVANCED MICRO DEVICES INC COMAMD31,137$3,0520.12%
277KLA CORP COM NEWKLAC7,605$3,0360.12%
278PLEXUS CORP COMPLXS31,023$3,0270.12%
279SYNOPSYS INC COMSNPS7,820$3,0200.12%
280VERIZON COMMUNICATIONS INC COMVZ77,500$3,0140.12%
281ARISTA NETWORKS INCANET17,940$3,0110.12%
282EDWARDS LIFESCIENCES CORP COMEW36,345$3,0070.12%
283SIX FLAGS ENTMT CORP NEW COM83001A102111,945$2,9900.12%
284ANALOG DEVICES INC COMADI15,018$2,9620.12%
285PARSONS CORPORATION COMPSN65,731$2,9410.12%
286HEALTHCARE RLTY TR INC COM42226K105151,940$2,9370.12%
287JACK IN THE BOX INC COMJACK33,441$2,9290.12%
288PINNACLE FINL PARTNERS INC COM72346Q10452,748$2,9100.12%
289AMERICAN EXPRESS CO COMAXP17,577$2,8990.12%
290LAS VEGAS SANDS CORP COMLVS50,000$2,8720.12%
291AMPHENOL CORP NEW CL A03209510134,912$2,8530.11%
292CHAMPIONX CORPORATION COM15872M104104,675$2,8400.11%
293TRANSDIGM GROUP INC COMTDG3,852$2,8390.11%
294GATES INDUSTRIAL CORPORATION PG39108108204,424$2,8390.11%
295MICRON TECHNOLOGY INC COMMU47,000$2,8360.11%
296FORTIVE CORP COMFTV41,344$2,8180.11%
297DXC TECHNOLOGY CO COMDXC110,234$2,8180.11%
298EAGLE MATLS INC COM26969P10819,110$2,8040.11%
299WILLSCOT MOBIL MINI HLDNG CORPWSC59,795$2,8030.11%
300ELEVANCE HEALTHELV6,038$2,7760.11%
301TRI POINTE HOMES INC.TPH109,326$2,7680.11%
302LULULEMON ATHLETICA INC COMLULU7,573$2,7580.11%
303COSTCO WHSL CORP NEW COM22160K1055,540$2,7530.11%
304GENERAL MTRS CO COM37045V10075,000$2,7510.11%
305INGERSOLL-RAND COMPANY CL AIR46,646$2,7140.11%
306MOOG INC CL AMOG-B26,718$2,6920.11%
307COLUMBUS MCKINNON CORP N Y COMCMCO72,377$2,6900.11%
308PACCAR INC COMPCAR36,556$2,6760.11%
309CDW CORP COMCDW13,642$2,6590.11%
310PNM RES INC COMTXNM54,522$2,6540.11%
311BAKER HUGHES COMPANY CL ABKR91,878$2,6520.11%
312SEAGATE TECHNOLOGY PLC SHSSE39,929$2,6400.11%
313MASCO CORP COMMAS53,000$2,6350.11%
314MARVELL TECHNOLOGY INCMRVL60,719$2,6290.11%
315SYNCHRONY FINANCIAL COMSYF-PB90,123$2,6210.11%
316T-MOBILE US INC COMTMUSZ18,064$2,6160.11%
317CONSTELLATION BRANDS INC CL ASTZ11,554$2,6100.11%
318FOOT LOCKER INC COM34484910465,000$2,5800.10%
319LILLY ELI & CO COMLLY7,500$2,5760.10%
320NVENT ELECTRIC PLC SHSNVT59,981$2,5760.10%
321NESTLE S A SPONSORED ADR64106940621,108$2,5750.10%
322COLUMBIA SPORTSWEAR CO COMCOLM28,496$2,5710.10%
323ZOETIS INC CL AZTS15,182$2,5270.10%
324INTUITIVE SURGICAL INC COM NEWISRG9,844$2,5150.10%
325CACTUS INC CL AWHD60,427$2,4910.10%
326SNAP ON INC COMSNA9,841$2,4300.10%
327KITE RLTY GROUP TR COM NEW49803T300115,641$2,4190.10%
328CIGNA GROUP1255231009,464$2,4180.10%
329PNC FINL SVCS GROUP INC COM69347510519,000$2,4150.10%
330UNITED CMNTY BKS BLAIRSVLE GA UNTCW85,345$2,4000.10%
331MONDELEZ INTL INC CL A60920710534,381$2,3970.10%
332HUB GROUP INC CL AHUBG28,557$2,3970.10%
333DEXCOM INC COMDXCM20,610$2,3940.10%
334PAYPAL HLDGS INC COMPYPL31,500$2,3920.10%
335ABBOTT LABS COMABLZF23,583$2,3880.10%
336PROGRESS SOFTWARE CORP COM74331210041,527$2,3860.10%
337ALLEGRO MICROSYSTEMS INC COMALGM48,923$2,3480.09%
338NXP SEMICONDUCTORS N V COMNXPI12,543$2,3390.09%
339LVMH MOET HENNESSY LOU VUITTON50244130612,679$2,3260.09%
340UNIFIRST CORP MASS COMUNF13,067$2,3030.09%
341FABRINET SHSFN19,381$2,3020.09%
342DOLLAR GEN CORP NEW COM25667710510,909$2,2960.09%
343RYMAN HOSPITALITY PPTYS INC CO78377T10725,479$2,2860.09%
344LINDE PLC SHSLIN6,420$2,2820.09%
345NORTHROP GRUMMAN CORP COMNOC4,924$2,2740.09%
346HONEYWELL INTL INC COM43851610611,889$2,2720.09%
347PDC ENERGY INC COM69327R10135,133$2,2550.09%
348PNC FINL SVCS GROUP INC COM69347510517,500$2,2240.09%
349OCEANAGOLD CORPOCANF900,000$2,2230.09%
350FREEPORT MCMORAN COPPER & GOLDFCX54,000$2,2090.09%
351CROWN CASTLE INCCCI16,489$2,2070.09%
352FMC CORP COM NEWFMC18,012$2,2000.09%
353RUSH ENTERPRISES INC CL ARUSHB40,283$2,1990.09%
354ATKORE INC COMATKR15,555$2,1850.09%
355TESLA INC COMTSLA10,523$2,1830.09%
356ENOVIS CORPENOV40,783$2,1810.09%
357COCA COLA CO COMKO35,000$2,1710.09%
358AT&T INC COMT-PC112,500$2,1660.09%
359OREILLY AUTOMOTIVE INC COM67103H1072,547$2,1620.09%
360SERVICENOW INC COMNOW4,642$2,1570.09%
361GALLAGHER ARTHUR J & CO COM36357610911,251$2,1520.09%
362AVANTOR INC COMAVTR101,679$2,1490.09%
363STAG INDL INC COM85254J10263,502$2,1480.09%
364MONOLITHIC PWR SYS INC COM6098391054,239$2,1220.09%
365NORTHWESTERN CORP COM NEWNWE36,335$2,1020.08%
366KEMPER CORP COMKMPB38,075$2,0810.08%
367LIONS GATE ENTMNT CORP CL B NO535919500200,000$2,0760.08%
368NXP SEMICONDUCTORS N V COMNXPI11,107$2,0710.08%
369CENTERRA GOLDCGAU320,000$2,0700.08%
370INSULET CORP COMPODD6,477$2,0660.08%
371DECKERS OUTDOOR CORPDECK4,589$2,0630.08%
372COSTCO WHSL CORP NEW COM22160K1054,149$2,0620.08%
373VALMONT INDS INC COM9202531016,454$2,0610.08%
374CAPRI HOLDINGS LIMITED SHSCPRI43,748$2,0560.08%
375VALVOLINE INC COMVVV58,784$2,0540.08%
376KORN FERRY COM NEWKFY39,624$2,0500.08%
377INSULET CORP COMPODD6,398$2,0410.08%
378ON SEMICONDUCTOR CORPON24,764$2,0390.08%
379ALIBABA GROUP HOLDING LTDBBAAY19,911$2,0350.08%
380IMPINJ INCPI14,984$2,0310.08%
381MASONITE INTERNATIONAL CORP57538510922,197$2,0150.08%
382SPDR GOLD TRUSTGLD11,000$2,0150.08%
383LIBERTY MEDIA CORP DELAWARE COFWONB26,699$1,9980.08%
384CABLE ONE INC COMCABO2,839$1,9930.08%
385CALIX INC COMCALX37,002$1,9830.08%
386E L F BEAUTY INC COMELF23,828$1,9620.08%
387LOWES COS INC COM5486611079,803$1,9600.08%
388ENPRO INDS INC COMNPO18,854$1,9590.08%
389LANTHEUS HLDGS INC COMLNTH23,733$1,9590.08%
390INTUITIVE SURGICAL INC COM NEWISRG7,646$1,9530.08%
391AMERICAN EQTY INVT LIFE HLD CO02567620653,497$1,9520.08%
392MINERALS TECHNOLOGIES INC COMMTX31,998$1,9330.08%
393ICHOR HOLDINGS SHSICHR58,859$1,9270.08%
394TRANSDIGM GROUP INC COMTDG2,605$1,9200.08%
395DENNYS CORP COM24869P104171,843$1,9180.08%
396INTERCONTINENTAL EXCHANGE INC 45866F10418,387$1,9180.08%
397COLUMBIA BKG SYS INC COM19723610289,249$1,9120.08%
398CORNING INC COMGLW54,094$1,9080.08%
399PATTERSON COS INC COM70339510371,273$1,9080.08%
400HUNTINGTON BANCSHARES INC.HBANP170,000$1,9040.08%
401MCGRATH RENTCORP COMMGRC20,372$1,9010.08%
402TOWNEBANK PORTSMOUTH VA COM89214P10970,893$1,8890.08%
403SCHLUMBERGER LTDSLB38,447$1,8880.08%
404PRA GROUP INC COMPRAA48,329$1,8830.08%
405COMMVAULT SYSTEMS INCCVLT33,176$1,8820.08%
406CONOCOPHILLIPS COMCOP18,934$1,8780.08%
407UNITED RENTALS INC COMURI4,735$1,8740.08%
408DECKERS OUTDOOR CORPDECK4,109$1,8470.07%
409KEYSIGHT TECHNOLOGIES INC COMKEYS11,421$1,8440.07%
410TRIMAS CORP COM NEWTRS66,107$1,8420.07%
411DANAHER CORPORATION COM2358511027,300$1,8400.07%
412FOUR CORNERS PPTY TR INC COM35086T10968,388$1,8370.07%
413OSHKOSH CORP COMOSK22,052$1,8340.07%
414OWENS CORNING NEW COMOC18,961$1,8160.07%
415F N B CORP COM302520101155,341$1,8020.07%
416OXFORD INDS INC COM69149730917,005$1,7960.07%
417FIRST SOLAR INCFSLR8,253$1,7950.07%
418CANADIAN PAC RY LTD COM13645T10023,317$1,7940.07%
419MARTIN MARIETTA MATERIALS5732841065,054$1,7940.07%
420SBA COMMUNICATIONS CORP NEW CLSBAC6,863$1,7920.07%
421DIODES INC COMDIOD19,222$1,7830.07%
422NEXTERA ENERGY INC COMNEE-PW23,016$1,7740.07%
423EVEREST RE GROUP LTD COMEG4,947$1,7710.07%
424GOODYEAR TIRE & RUBR CO COM382550101160,000$1,7630.07%
425FMC CORP COM NEWFMC14,380$1,7560.07%
426LINCOLN ELEC HLDGS INC COM53390010610,325$1,7460.07%
427PALO ALTO NETWORKS INC COMPANW8,700$1,7380.07%
428NATERA INC COMNTRA31,299$1,7380.07%
429UNITED THERAPEUTICS CORPUTHR7,718$1,7290.07%
430UNITED RENTALS INC COMURI4,355$1,7240.07%
431BURLINGTON STORES INC COMBURL8,500$1,7180.07%
432CIGNA GROUP1255231006,669$1,7040.07%
433CHEESECAKE FACTORY INCCAKE48,482$1,6990.07%
434UNIVAR SOLUTIONS USA INC COM91336L10748,147$1,6870.07%
435CONSTELLATION ENERGY CORP COMCEG21,411$1,6810.07%
436LABORATORY CORP AMER HLDGS COM50540R4097,281$1,6700.07%
437MACOM TECH SOLUTIONS HLDGS INC55405Y10023,329$1,6530.07%
438OLD NATL BANCORP680033107114,447$1,6500.07%
439TIMKEN CO COMTKR20,027$1,6370.07%
440PATRICK INDS INC COM70334310323,788$1,6370.07%
441MERIT MED SYS INC COM58988910422,001$1,6270.07%
442KBR INCKBR29,404$1,6190.07%
443TRANE TECHNOLOGIES PLC SHSTT8,802$1,6190.07%
444REGENERON PHARMACEUTICALSREGN1,946$1,5990.06%
445EXELON CORP COMEXC37,855$1,5860.06%
446BRUNSWICK CORP COMBC-PC19,059$1,5630.06%
447EQUITABLE HLDGS INC COMEQH-PC61,346$1,5580.06%
448INDEPENDENT BK GROUP INC COMINDB33,598$1,5570.06%
449ALIBABA GROUP HOLDING LTDBBAAY15,217$1,5550.06%
450ALBEMARLE CORP COMALB-PA7,030$1,5540.06%
451FEDERAL RLTY INVT TR NEW SH BE31374510115,641$1,5460.06%
452FIRST INDL RLTY TR INC COM32054K10329,013$1,5430.06%
453DOCUSIGN INC COMDOCU26,455$1,5420.06%
454VOYA FINANCIAL INC COMVOYA-PB21,580$1,5420.06%
455FLOWERS FOODS INC COMFLO56,233$1,5410.06%
456FMC CORP COM NEWFMC12,562$1,5340.06%
457CIENA CORP COM NEWCIEN29,164$1,5320.06%
458VULCAN MATLS CO COM9291601098,901$1,5270.06%
459PACIFIC PREMIER BANCORP COM69478X10563,592$1,5270.06%
460OSHKOSH CORP COMOSK18,351$1,5260.06%
461PPL CORP COMPPLC54,770$1,5220.06%
462APPLIED INDLTECH INC COM03820C10510,677$1,5180.06%
463ISHARES TR MSCI EAFE ETF46428746521,125$1,5110.06%
464RENASANT CORP COMRNST49,217$1,5050.06%
465BURLINGTON STORES INC COMBURL7,436$1,5030.06%
466REGAL REXNORD CORPORATION COMRRX10,665$1,5010.06%
467AUTOZONE INC COMAZO609$1,4970.06%
468NOMAD FOODS LTDNOMD79,604$1,4920.06%
469DIAMONDBACK ENERGY INC COMFANG11,023$1,4900.06%
470FIRST FINL BANCORP OHIO COM32020910968,215$1,4850.06%
471LITTLEFUSE INCLFUS5,527$1,4820.06%
472MARTIN MARIETTA MATERIALS5732841064,165$1,4790.06%
473UNIVAR SOLUTIONS USA INC COM91336L10742,175$1,4770.06%
474CARDINAL HEALTH INCCAH19,555$1,4760.06%
475INTEGRAL AD SCIENCE HLDNG CORP45828L108101,388$1,4470.06%
476SANDY SPRING BANCORP INC80036310355,457$1,4410.06%
477PARKER-HANNIFIN CORP COMPH4,285$1,4400.06%
478MELCO RESORTS & ENTERTAINMENT 585464100112,254$1,4290.06%
479CROCS INC COMCROX11,275$1,4260.06%
480LIVENT CORP COMLIVG65,086$1,4140.06%
481COSTAR GROUP INC COMCSGP20,140$1,3870.06%
482CONAGRA BRANDS INC COMCAG36,329$1,3650.06%
483CATERPILLAR INC DEL COMCAT5,959$1,3640.05%
484CROWN HLDGS INC COMCCK16,322$1,3500.05%
485AUTOZONE INC COMAZO547$1,3450.05%
486SYNOVUS FINL CORP COM NEW87161C50143,393$1,3380.05%
487VULCAN MATLS CO COM9291601097,772$1,3330.05%
488CINEMARK HLDGS INC COMCNK90,000$1,3310.05%
489MID-AMER APT CMNTYS INC COM59522J1038,794$1,3280.05%
490EXLSERVICE HOLDINGS INC COMEXLS8,120$1,3140.05%
491OWENS CORNING NEW COMOC13,688$1,3110.05%
492HURON CONSULTING GROUP INCHURN16,135$1,2970.05%
493NUTANIX INC CL ANTNX49,529$1,2870.05%
494TAPESTRY INC COMTPR29,749$1,2820.05%
495BLACK HILLS CORP COMBKH20,265$1,2790.05%
496SIX FLAGS ENTMT CORP NEW COM83001A10247,500$1,2690.05%
497HERC HLDGS INC COMHRI11,098$1,2640.05%
498GE HEALTHCARE TECHNOLOGIES INCGEHC15,402$1,2630.05%
499CHURCHILL DOWNS INC COMCHDN4,908$1,2620.05%
500PARKER-HANNIFIN CORP COMPH3,733$1,2550.05%