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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

Blueshift Asset Management, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001727827-23-000003

Total Value
$215.7M
Positions
312
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (312)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY37,591$14.4M6.67%
2SPDR SER TR78468R622109,680$9.9M4.58%
3HUBSPOT INCHUBS11,615$3.4M1.56%
4ULTA BEAUTY INCULTA6,885$3.2M1.50%
5LIVE NATION ENTERTAINMENT INLYV45,498$3.2M1.47%
6CARNIVAL CORPCUKPF377,530$3.0M1.41%
7ADVANCE AUTO PARTS INCAAP18,405$2.7M1.25%
8ROKU INCROKU64,699$2.6M1.22%
9AT&T INCT-PC140,883$2.6M1.20%
10ISHARES TR46428765514,422$2.5M1.17%
11DICKS SPORTING GOODS INC25339310220,124$2.4M1.12%
12LULULEMON ATHLETICA INCLULU6,783$2.2M1.01%
13POOL CORPPOOL6,270$1.9M0.88%
14PARAMOUNT GLOBAL92556H206110,437$1.9M0.86%
15TRACTOR SUPPLY COTSCO8,175$1.8M0.85%
16WALMART INCWMT12,454$1.8M0.82%
17NETAPP INCNTAP29,325$1.8M0.82%
18FIVE BELOW INCFIVE9,953$1.8M0.82%
19OLLIES BARGAIN OUTLET HLDGS68111610937,451$1.8M0.81%
20DOLLAR TREE INCDLTR12,224$1.7M0.80%
21DELTA AIR LINES INC DELDAL51,142$1.7M0.78%
22SHOPIFY INCSHOP48,398$1.7M0.78%
23UNITED AIRLS HLDGS INCUNTCW43,707$1.6M0.76%
24GENERAL MTRS CO37045V10048,184$1.6M0.75%
25TRAVELERS COMPANIES INCTRV8,501$1.6M0.74%
26JOHNSON & JOHNSONJNJ8,885$1.6M0.73%
27CHEWY INCCHWY40,812$1.5M0.70%
28CROCS INCCROX13,108$1.4M0.66%
29PROGRESSIVE CORP74331510310,941$1.4M0.66%
30JETBLUE AWYS CORP477143101218,640$1.4M0.66%
31TE CONNECTIVITY LTDTEL12,247$1.4M0.65%
32HYATT HOTELS CORPH15,261$1.4M0.64%
33ADOBE SYSTEMS INCORPORATEDADBE3,814$1.3M0.60%
34BLACKSTONE INCBX16,974$1.3M0.58%
35T-MOBILE US INCTMUSZ8,675$1.2M0.56%
36CLOUDFLARE INCNET26,733$1.2M0.56%
37FORD MTR CO DEL345370860100,023$1.2M0.54%
38AUTOZONE INCAZO470$1.2M0.54%
39VAIL RESORTS INCMTN4,804$1.1M0.53%
40FRONTDOOR INCFTDR54,567$1.1M0.53%
41FIDELITY NATIONAL FINANCIALFNF30,111$1.1M0.53%
42MASTERCARD INCORPORATEDMA3,216$1.1M0.52%
43BLOCK H & R INCBSQKZ30,511$1.1M0.52%
44LYFT INCLYFT98,957$1.1M0.51%
45MASIMO CORPMASI7,240$1.1M0.50%
46MOTOROLA SOLUTIONS INCMSI4,156$1.1M0.50%
47TAPESTRY INCTPR28,047$1.1M0.50%
48OREILLY AUTOMOTIVE INC67103H1071,251$1.1M0.49%
49RESMED INCRSMDF5,051$1.1M0.49%
50COCA COLA COKO16,485$1.0M0.49%
51MCKESSON CORPMCK2,787$1.0M0.48%
52COSTCO WHSL CORP NEW22160K1052,233$1.0M0.47%
53AMAZON COM INCAMZN12,046$1.0M0.47%
54SPOTIFY TECHNOLOGY S ASPOT12,757$1.0M0.47%
55LITHIA MTRS INC5367971034,915$1.0M0.47%
56GOLDMAN SACHS GROUP INCGSCE2,894$993,7420.46%
57DISH NETWORK CORPORATION25470M10969,779$979,6970.45%
58CARTERS INCCRI13,032$972,3180.45%
59SOUTHWEST AIRLS CO84474110828,690$965,9920.45%
60ALASKA AIR GROUP INCALK22,279$956,6600.44%
61BANK AMERICA CORP06050510428,287$936,8650.43%
62VODAFONE GROUP PLC NEW92857W30892,484$935,9380.43%
63UNDER ARMOUR INCUA92,063$935,3600.43%
64ENPHASE ENERGY INCENPH3,502$927,8900.43%
65NIKE INCNKE7,930$927,8890.43%
66UBER TECHNOLOGIES INCUBER37,483$926,9550.43%
67RINGCENTRAL INCRNG25,300$895,6200.42%
68APPLIED MATLS INC0382221059,127$888,7870.41%
69ALIGN TECHNOLOGY INCALGN4,172$879,8750.41%
70PEPSICO INCPEP4,771$861,9290.40%
71HILTON WORLDWIDE HLDGS INCHLT6,773$855,8360.40%
72GARMIN LTDGRMN9,069$836,9780.39%
73SKECHERS U S A INC83056610519,654$824,4850.38%
74CHIPOTLE MEXICAN GRILL INCCMG580$804,7440.37%
75QUALCOMM INCQCOM7,206$792,2280.37%
76ALPHABET INCGOOG8,875$787,4790.37%
77SHERWIN WILLIAMS COSHW3,252$771,7970.36%
78CINTAS CORPCTAS1,666$752,3990.35%
79CENTENE CORP DELCNC9,135$749,1610.35%
80TEXAS PACIFIC LAND CORPORATITPL314$736,0880.34%
81DISNEY WALT CO2546871068,336$724,2320.34%
82PRUDENTIAL FINL INCPUKPF7,221$718,2010.33%
83SHUTTERSTOCK INCSSTK13,608$717,4140.33%
84REVOLVE GROUP INCRVLV31,842$708,8030.33%
85AKAMAI TECHNOLOGIES INCAKAM8,349$703,8210.33%
86STEEL DYNAMICS INCSTLD6,843$668,5610.31%
87INTEL CORPINTC25,261$667,6480.31%
88NORWEGIAN CRUISE LINE HLDG LNCLH54,042$661,4740.31%
89ATLASSIAN CORPORATIONTEAM5,099$656,1390.30%
90LENNOX INTL INC5261071072,738$655,0120.30%
91US BANCORP DELUSB-PS14,947$651,8390.30%
92ZOETIS INCZTS4,408$645,9920.30%
93ECOLAB INCECL4,436$645,7040.30%
94PAYLOCITY HLDG CORPPCTY3,316$644,1660.30%
95HOLOGIC INCHOLX8,586$642,3190.30%
96WINGSTOP INCWING4,635$637,8690.30%
97THERMO FISHER SCIENTIFIC INCTMO1,158$637,6990.30%
98BURLINGTON STORES INCBURL3,132$635,0440.29%
99WAYFAIR INCW19,078$627,4750.29%
100NUCOR CORPNUE4,658$613,9710.28%
101ASML HOLDING N VASMLF1,123$613,6070.28%
102CDW CORPCDW3,429$612,3510.28%
103STARBUCKS CORPSBUX5,941$589,3470.27%
104MERCADOLIBRE INCMELI671$567,8270.26%
105AMN HEALTHCARE SVCS INC0017441015,452$560,5750.26%
106TJX COS INC NEW8725401097,027$559,3490.26%
107BOISE CASCADE CO DELBCC8,040$552,1070.26%
108COUPANG INCCPNG37,399$550,1390.26%
109LENDINGCLUB CORPLC61,969$545,3270.25%
110COUPA SOFTWARE INC22266L1066,805$538,7520.25%
111WEST PHARMACEUTICAL SVSC INC9553061052,277$535,8920.25%
112BOOT BARN HLDGS INCBOOT8,564$535,4210.25%
113AON PLCAON1,715$514,7400.24%
114LEVI STRAUSS & CO NEWLEVI32,878$510,2670.24%
115MEDTRONIC PLCMDT6,539$508,2110.24%
116DEXCOM INCDXCM4,437$502,4460.23%
117ABBVIE INCABBV3,109$502,4450.23%
118NUTRIEN LTDNTR6,817$497,8460.23%
119CLOROX CO DELCLX3,485$489,0500.23%
120CAPITAL ONE FINL CORP14040H1055,254$488,4120.23%
121BROWN & BROWN INCBRO8,483$483,2770.22%
122BLOOM ENERGY CORPBE25,254$482,8560.22%
123JACK IN THE BOX INCJACK7,065$482,0450.22%
124CATALENT INC14880610210,704$481,7870.22%
125KARUNA THERAPEUTICS INC48576A1002,424$476,3160.22%
126LABORATORY CORP AMER HLDGS50540R4092,022$476,1410.22%
127UNION PAC CORPUNP2,287$473,5690.22%
128COGNIZANT TECHNOLOGY SOLUTIOCTSH8,141$465,5840.22%
129AMGEN INCAMGN1,762$462,7720.21%
130DIGITALOCEAN HLDGS INCDOCN18,063$460,0650.21%
131SYNOPSYS INCSNPS1,436$458,5000.21%
132CBRE GROUP INCCBRE5,945$457,5270.21%
133HUMANA INCHUM878$449,7030.21%
134ALLSTATE CORPALL-PJ3,307$448,4290.21%
135RAYMOND JAMES FINL INC7547301094,194$448,1290.21%
136HARLEY DAVIDSON INCHOG10,771$448,0740.21%
137KIMCO RLTY CORP49446R10921,081$446,4960.21%
138GARTNER INCIT1,326$445,7220.21%
139ADVANCED DRAIN SYS INC DEL00790R1045,431$445,1790.21%
140FACTSET RESH SYS INC3030751051,105$443,3370.21%
141IVERIC BIO INC46583P10220,604$441,1320.20%
142AMERISOURCEBERGEN CORPCOR2,606$431,8400.20%
143AVERY DENNISON CORPAVY2,384$431,5040.20%
144EQUIFAX INCEFX2,217$430,8960.20%
145CRACKER BARREL OLD CTRY STOR22410J1064,544$430,4990.20%
146DISCOVER FINL SVCS2547091084,399$430,3540.20%
147BRISTOL-MYERS SQUIBB COCELG-RI5,977$430,0450.20%
148CADENCE DESIGN SYSTEM INCCDNS2,676$429,8730.20%
149KONTOOR BRANDS INCKTB10,696$427,7330.20%
150CELANESE CORP DELCE4,173$426,6480.20%
151DAVE & BUSTERS ENTMT INC23833710912,019$425,9530.20%
152PINTEREST INCPINS17,516$425,2880.20%
153AMERICAN WTR WKS CO INC NEW0304201032,783$424,1850.20%
154HUBBELL INCHUBB1,778$417,2610.19%
155FIFTH THIRD BANCORPFITBM12,563$412,1920.19%
156OWENS CORNING NEWOC4,809$410,2080.19%
157NXP SEMICONDUCTORS N VNXPI2,593$409,7720.19%
158HENRY JACK & ASSOC INC4262811012,308$405,1920.19%
159LAM RESEARCH CORPLRCX964$405,1690.19%
160RELIANCE STEEL & ALUMINUM CORS1,996$404,0700.19%
161IQVIA HLDGS INCIQV1,962$401,9940.19%
162DRAFTKINGS INC NEWDKNG35,214$401,0870.19%
163TYSON FOODS INCTSN6,414$399,2720.19%
164JABIL INCJBL5,836$398,0150.18%
165ALPHABET INCGOOG4,507$397,6530.18%
166WATSCO INCWSO-B1,584$395,0500.18%
167CARLISLE COS INC1423391001,669$393,3000.18%
168WESTERN DIGITAL CORP.WDC12,361$389,9900.18%
169CINCINNATI FINL CORP1720621013,788$387,8530.18%
170KEYCORP49326710821,803$379,8080.18%
171BALL CORPBALL7,366$376,6970.17%
172ENTEGRIS INCENTG5,739$376,4210.17%
173DOMINION ENERGY INCD6,110$374,6650.17%
174TRIMBLE INCTRMB7,346$371,4140.17%
175DATADOG INCDDOG5,037$370,2200.17%
176BJS WHSL CLUB HLDGS INC05550J1015,581$369,2390.17%
177VERTEX PHARMACEUTICALS INCVRTX1,263$364,7290.17%
178TOYOTA MOTOR CORPTOYOF2,660$363,3030.17%
179ENVISTA HOLDINGS CORPORATIONNVST10,785$363,1310.17%
180ROLLINS INCROL9,937$363,0980.17%
181SHOCKWAVE MED INC82489T1041,764$362,6960.17%
182LUMENTUM HLDGS INCLITE6,920$361,0160.17%
183TOAST INCTOST19,865$358,1660.17%
184NEW YORK TIMES CONYT11,003$357,1570.17%
185ABERCROMBIE & FITCH COANF15,589$357,1440.17%
186TOPGOLF CALLAWAY BRANDS CORP13119310417,954$354,5920.16%
187GROCERY OUTLET HLDG CORPGO12,143$354,4540.16%
188THE TRADE DESK INC88339J1057,817$350,4360.16%
189TENET HEALTHCARE CORPTHC7,180$350,3120.16%
190HERTZ GLOBAL HLDGS INCHTZWW22,703$349,3990.16%
191ACUSHNET HLDGS CORPGOLF8,206$348,4270.16%
192ARISTA NETWORKS INCANET2,865$347,6680.16%
193PELOTON INTERACTIVE INCPTON43,643$346,5250.16%
194MOLSON COORS BEVERAGE COTAP-A6,719$346,1630.16%
195ARGENX SEARGX912$345,4930.16%
196PALO ALTO NETWORKS INCPANW2,466$344,1060.16%
197NU SKIN ENTERPRISES INCNUS8,142$343,2670.16%
198LIGHT & WONDER INCLAWIL5,849$342,7510.16%
199GLOBE LIFE INCGL-PD2,822$340,1920.16%
200LEMONADE INCLMND24,737$338,4020.16%
201VIVINT SMART HOME INC92854210928,326$337,0790.16%
202SPIRIT AIRLS INC84857710217,256$336,1470.16%
203VALVOLINE INCVVV10,239$334,3030.16%
204STANLEY BLACK & DECKER INCSWK4,447$334,0590.15%
205WOLFSPEED INCWOLF4,822$332,9110.15%
206BANK NEW YORK MELLON CORP0640581007,299$332,2500.15%
207PROG HOLDINGS INCPRG19,487$329,1350.15%
208WILLIAMS SONOMA INCWSM2,857$328,3260.15%
209EMERSON ELEC COEMR3,416$328,1410.15%
210VOYA FINANCIAL INCVOYA-PB5,333$327,9260.15%
211CHILDRENS PL INC NEW1689051078,960$326,3230.15%
212KEURIG DR PEPPER INCKDP9,068$323,3650.15%
213MOSAIC CO NEWMOS7,361$322,9270.15%
214COPART INCCPRT5,266$320,6470.15%
215ELASTIC N VESTC6,134$315,9010.15%
216BOEING COBA-PA1,648$313,9280.15%
217BARCLAYS PLCBCLYF39,909$311,2900.14%
218FORTINET INCFTNT6,289$307,4690.14%
219AMERIPRISE FINL INC03076C106987$307,3220.14%
220BIO RAD LABS INC090572207729$306,5370.14%
221TEXAS INSTRS INC8825081041,855$306,4830.14%
222GOLD FIELDS LTDGFIOF29,387$304,1550.14%
223WIX COM LTDWIX3,929$301,8650.14%
224METTLER TOLEDO INTERNATIONALMTD208$300,6540.14%
225MGM RESORTS INTERNATIONALMGM8,875$297,5790.14%
226EXPEDITORS INTL WASH INC3021301092,861$297,3150.14%
227ON SEMICONDUCTOR CORPON4,739$295,5710.14%
228WOLVERINE WORLD WIDE INCWWW26,968$294,7600.14%
229WASTE CONNECTIONS INCWCN2,222$294,5480.14%
230LINDE PLCLIN902$294,2140.14%
231WESTLAKE CORPORATIONWLK2,807$287,8300.13%
232PENN ENTERTAINMENT INCPENN9,648$286,5460.13%
233HORMEL FOODS CORPHRL6,259$285,0970.13%
234ROBINHOOD MKTS INC77070010234,733$282,7270.13%
235APPFOLIO INCAPPF2,680$282,4180.13%
236CISCO SYS INCCSCO5,923$282,1720.13%
237DECKERS OUTDOOR CORPDECK701$279,8110.13%
238THE BEAUTY HEALTH COMPANY88331L10830,577$278,2510.13%
239BAXTER INTL INC0718131095,417$276,1040.13%
240AGILENT TECHNOLOGIES INCA1,843$275,8050.13%
241UNITEDHEALTH GROUP INCUNH514$272,5130.13%
242CLARIVATE PLCCLVT32,497$271,0250.13%
243PPG INDS INC6935061072,149$270,2150.13%
244GODADDY INCGDDY3,605$269,7260.13%
245FIRST SOLAR INCFSLR1,792$268,4240.12%
246MONOLITHIC PWR SYS INC609839105759$268,3900.12%
247PENSKE AUTOMOTIVE GRP INC70959W1032,335$268,3620.12%
248GOODRX HLDGS INCGDRX57,349$267,2460.12%
249SITEONE LANDSCAPE SUPPLY INCSITE2,273$266,6680.12%
250THOR INDS INC8851601013,531$266,5550.12%
251DANAHER CORPORATION235851102991$263,0310.12%
252ALLIANT ENERGY CORPLNT4,702$259,5970.12%
253NRG ENERGY INCNRG8,147$259,2380.12%
254NEWELL BRANDS INCNWL19,699$257,6630.12%
255INTERACTIVE BROKERS GROUP IN45841N1073,552$256,9870.12%
256FERRARI N VRACE1,189$254,7080.12%
257CMS ENERGY CORPCMS-PC4,018$254,4600.12%
258NORTHROP GRUMMAN CORPNOC465$253,7090.12%
259MOLINA HEALTHCARE INCMOH766$252,9490.12%
260ROYAL BK CDA SUSTAINABL7800871022,680$251,9740.12%
261LEAR CORPLEA2,007$248,9080.12%
262LIFE STORAGE INC53223X1072,520$248,2200.12%
263BLACK HILLS CORPBKH3,503$246,4010.11%
264F5 INCFFIV1,713$245,8330.11%
265ALBEMARLE CORPALB-PA1,132$245,4860.11%
266UBIQUITI INCUI886$242,3480.11%
267DROPBOX INCDBX10,792$241,5250.11%
268REGENERON PHARMACEUTICALSREGN330$238,0920.11%
269INTERCONTINENTAL HOTELS GROU45857P8064,068$237,3270.11%
270DXC TECHNOLOGY CODXC8,901$235,8760.11%
271HCA HEALTHCARE INCHCA980$235,1610.11%
272REGIONS FINANCIAL CORP NEWRF-PF10,892$234,8320.11%
273GOOSEHEAD INS INCGSHD6,777$232,7220.11%
274TRUIST FINL CORP89832Q1095,367$230,9420.11%
275TRANE TECHNOLOGIES PLCTT1,371$230,4510.11%
276KEYSIGHT TECHNOLOGIES INCKEYS1,336$228,5500.11%
277PURE STORAGE INC74624M1028,540$228,5300.11%
278MP MATERIALS CORPMP9,406$228,3780.11%
279ZEBRA TECHNOLOGIES CORPORATIZBRA883$226,4100.10%
280CF INDS HLDGS INC1252691002,650$225,7800.10%
281AEGON N VAEFC44,182$222,6770.10%
282CENTERPOINT ENERGY INCCNP7,414$222,3460.10%
283CARRIER GLOBAL CORPORATIONCARR5,349$220,6460.10%
284CASELLA WASTE SYS INCCWST2,780$220,4820.10%
285CROWDSTRIKE HLDGS INCCRWD2,094$220,4770.10%
286MARRIOTT INTL INC NEW5719032021,468$218,5710.10%
287REGAL REXNORD CORPORATIONRRX1,766$211,8850.10%
288MICROSOFT CORPMSFT875$209,8420.10%
289CABLE ONE INCCABO292$207,8630.10%
290WASTE MGMT INC DEL94106L1091,320$207,0820.10%
291SEMPRASREA1,324$204,6110.09%
292MCCORMICK & CO INCMKC-V2,443$202,5000.09%
293VISTRA CORPVST8,675$201,2600.09%
294EVGO INCEVGOW44,214$197,6370.09%
295WESTERN UN COWU13,408$184,6280.09%
296HANESBRANDS INC41034510226,602$169,1890.08%
297AMCOR PLCAMCCF13,950$166,1440.08%
298HIMS & HERS HEALTH INCHIMS24,993$160,2050.07%
299AFFIRM HLDGS INCAFRM14,439$139,6250.06%
300GERDAU SAGGB25,163$139,4030.06%
301FIGS INCFIGS19,829$133,4490.06%
302BLINK CHARGING COBLNK10,705$117,4340.05%
303PETROLEO BRASILEIRO SA PETRO71654V40810,547$112,3260.05%
304COEUR MNG INC19210850429,982$100,7400.05%
305ANYWHERE REAL ESTATE INC75605Y10615,684$100,2210.05%
306SOUTHWESTERN ENERGY CO84546710913,647$79,8350.04%
307OLAPLEX HLDGS INCOLPX14,971$77,9990.04%
308VAALCO ENERGY INCEGY13,906$63,4110.03%
309LUMINAR TECHNOLOGIES INCLAZRQ11,817$58,4940.03%
310TUPPERWARE BRANDS CORP89989610413,128$54,3500.03%
311NU HLDGS LTDNU10,466$42,5970.02%
312YANDEX N VNBIS85,474$00.00%