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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Howard Marks – Oaktree

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
142
Portfolio value:
$7,206,070,000
Filed:
Aug 14, 2026
Style:
Credit & Distressed
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 2641 new50 added24 reduced43 exited
≡SPYPUT – STATE STREET CORPBuy1,355,00014.04
≡QQQPUT – INVESCO QQQ TRUST SERIES 1Add 55.26%315,0004.03
≡OCSL – OAKTREE SPECIALTY LENDING CORPAdd 324.96%6,019,7430.99
≡CORZCALL – CORE SCIENTIFIC INCAdd 42.86%1,500,0000.98
≡SE – SEA LTDBuy635,4430.85
≡VSAT – VIASAT INCBuy630,2800.79
≡MMYT – MAKEMYTRIP LTDBuy983,0680.73
≡MATW – MATTHEWS INTERNATIONAL CORPBuy1,925,9920.72
≡VCPUT – VISTEON CORPBuy400,0000.55
≡ENOVIS CORPBuy39,207,0000.52
≡FIVE9 INCAdd 145.16%31,563,0000.37
≡QMCO – QUANTUM CORPBuy2,011,6780.31
≡AFFIRM HOLDINGS INCAdd 201.77%23,278,0000.31
≡SHIFT4 PAYMENTS INCAdd 77.63%21,172,0000.25
≡TELADOC HEALTH INCAdd 62.15%20,554,0000.24
≡DEXCOM INCAdd 51.27%20,725,0000.22
≡SGRY – SURGERY PARTNERS INCBuy862,5880.20
≡WORKIVA INCBuy14,970,0000.19
≡ETSY INCBuy11,974,0000.19
≡CONMED CORPAdd 48.24%17,456,0000.19
≡STARWOOD PROPERTY TRUST INCBuy11,894,9330.17
≡BTDRCALL – BITDEER TECHNOLOGIES GROUPBuy750,0000.17
≡DRAFTKINGS INCAdd 31.89%14,146,0000.15
≡SEA LTDAdd 30.66%14,681,0000.15
≡UNITY SOFTWARE INCAdd 37.52%13,485,0000.14
≡CLOUDFLARE INCBuy8,050,0000.14
≡SNAP INCAdd 191.23%11,474,0000.14
≡SNOWFLAKE INCAdd 346.69%5,547,0000.14
≡WINNEBAGO INDUSTRIES INCAdd 114.10%10,698,0000.13
≡FRESHPET INCBuy7,913,0000.13
≡ALPHATEC HOLDINGS INCBuy9,177,0000.13
≡SITIME CORPBuy7,300,0000.11
≡RAPID7 INCAdd 503.18%8,393,0000.11
≡DOORDASH INCBuy8,089,0000.11
≡CELCUITY INCBuy6,250,0000.10
≡WORKIVA INCBuy7,100,0000.10
≡CRACKER BARREL OLD COUNTRY STORE INCBuy6,708,0000.10
≡ETSY INCBuy7,233,0000.10
≡ALARM.COM HOLDINGS INCAdd 710.62%7,163,0000.09
≡SAREPTA THERAPEUTICS INCBuy6,709,0000.09
≡LCI INDUSTRIESBuy5,650,0000.09
≡UBER TECHNOLOGIES INCBuy5,400,0000.09
≡SNAP INCAdd 41.90%8,273,0000.08
≡BLOCK INCAdd 63.75%7,001,0000.08
≡MXCALL – MAGNACHIP SEMICONDUCTOR CORPBuy1,000,0000.07
≡FIRSTENERGY CORPBuy4,280,0000.06
≡RUBRIK INCBuy4,504,0000.06
≡REDFIN CORPAdd 52.67%4,844,0000.05
≡DPC – DPC HOLDINGS LTDBuy75,0000.05
≡TRANSMEDICS GROUP INCBuy3,131,0000.05
≡SERVICE PROPERTIES TRUSTBuy1,988,3820.05
≡WEC ENERGY GROUP INCBuy3,214,0000.05
≡LYBPUT – LYONDELLBASELL INDUSTRIES NVAdd 80.00%400,0000.04
≡TDS – TELEPHONE AND DATA SYSTEMS INCAdd 23.08%990,662−0.04
≡BENTLEY SYSTEMS INCAdd 15.47%7,269,0000.04
≡UPSTART HOLDINGS INCAdd 70.71%3,443,0000.04
≡BIOMARIN PHARMACEUTICAL INCAdd 14.36%8,040,0000.04
≡GLADSTONE CAPITAL CORPAdd 163.38%3,101,0000.04
≡NORWEGIAN CRUISE LINE HOLDINGS LTDBuy2,874,0000.04
≡PENNYMAC MORTGAGE INVESTMENT TRUSTAdd 78.82%3,130,0000.04
≡BILL HOLDINGS INCAdd 91.47%3,024,0000.04
≡UBER TECHNOLOGIES INCBuy2,000,0000.03
≡RIVIAN AUTOMOTIVE INCAdd 161.54%2,100,0000.03
≡NORTHERN OIL & GAS INCAdd 130.70%2,614,0000.03
≡ENPHASE ENERGY INCAdd 9.18%5,200,0000.03
≡NNBR – NN INCBuy510,9430.03
≡SMPL – SIMPLY GOOD FOODS CO/THEAdd 6.64%75,000−0.03
≡LILAB – LIBERTY LATIN AMERICA LTDAdd 27.48%1,810,3030.02
≡GROUPON INCBuy1,677,0000.02
≡BTAI – BIOXCEL THERAPEUTICS INCAdd 472.27%1,139,0600.02
≡ON SEMICONDUCTOR CORPBuy1,250,0000.02
≡CERENCE INCAdd 32.73%1,945,0000.02
≡REVOLUTION MEDICINES INCBuy1,150,0000.02
≡HAEMONETICS CORPAdd 149.70%1,253,0000.02
≡PEBBLEBROOK HOTEL TRUSTAdd 10.04%5,798,0000.02
≡COGENT BIOSCIENCES INCAdd 16.33%1,669,0000.01
≡ETSY INCAdd 9.22%5,640,0000.01
≡ALIBABA GROUP HOLDING LTDBuy750,0000.01
≡MARRIOTT VACATIONS WORLDWIDE CORPAdd 9.16%4,774,0000.01
≡PAGERDUTY INCAdd 20.05%1,190,0000.01
≡AMPHASTAR PHARMACEUTICALS INCAdd 7.48%2,844,000−0.01
≡ARRAY TECHNOLOGIES INCAdd 9.47%2,939,0000.01
≡UPWORK INCAdd 13.24%1,655,0000.01
≡ITRON INCAdd 8.38%867,000−0.00
≡SHAKE SHACK INCBuy270,0000.00
≡ZIFF DAVIS INCAdd 11.29%1,139,0000.00
≡OPI – OFFICE PROPERTIES INCOME TRUST/MDBuy10,8510.00
≡AEROVIRONMENT INCAdd 14.41%1,486,0000.00
≡BLACKSTONE MORTGAGE TRUST INCAdd 8.53%1,105,000−0.00
≡B – BARRICK MINING CORPAdd 22.14%581,2280.00
≡YPF – YPF SAAdd 11.83%104,8810.00
Q1 2026filed May 20, 2636 new32 added47 reduced59 exited
≡QQQPUT – INVESCO QQQ TRUST SERIES 1Buy570,0005.02
≡XOPPUT – STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFBuy1,000,0002.77
≡CORZ – CORE SCIENTIFIC INCBuy9,350,7082.13
Q4 2025filed Feb 17, 2637 new50 added46 reduced32 exited
≡SMHPUT – VANECK SEMICONDUCTOR ETFBuy865,0004.43
≡CORZCALL – CORE SCIENTIFIC INCBuy10,350,7082.14
≡RIOT PLATFORMS INCBuy81,960,0001.32
≡
Q3 2025filed Nov 13, 2531 new62 added36 reduced45 exited
≡VNOM – VIPER ENERGY INCBuy6,285,0623.70
≡INDV – IndiviorAdd 2241.56%246,776,273−2.63
≡TDS – TELEPHONE AND DATA SYSTEMS INCBuy3,688,3862.23
≡ORCLPUT
Q2 2025filed Aug 13, 2542 new59 added41 reduced33 exited
≡SPYPUT – STATE STREET CORPAdd 200.00%680,0007.16
≡XHBPUT – STATE STREET CORPBuy690,0001.17
≡B – BARRICK MINING CORPBuy3,157,6861.13
≡
Q1 2025filed May 15, 2544 new46 added41 reduced41 exited
≡NOK – NOKIA OYJBuy18,752,2271.91
≡TAC – TRANSALTA CORPBuy5,585,2531.01
≡GRAB – GRAB HOLDINGS LTDBuy10,275,9950.90
≡ITUB – ITAU UNIBANCO HOLDING SABuy
Q4 2024filed Feb 12, 2527 new37 added57 reduced29 exited
≡LBTYB – LIBERTY GLOBAL LTDBuy7,204,1901.63
≡VSTPUT – VISTRA CORPBuy660,0001.61
≡SUNRISE COMMUNICATIONS AG/OLDBuy1,440,8361.10
≡TLNCALL
Q3 2024filed Nov 14, 2445 new29 added49 reduced30 exited
≡SPYPUT – STATE STREET CORPBuy395,0003.63
≡LBTYBCALL – LIBERTY GLOBAL LTDBuy6,473,2582.19
≡TLN – TALEN ENERGY CORPBuy696,6761.99
Q2 2024filed Aug 14, 2426 new48 added28 reduced42 exited
≡SPY – STATE STREET CORPAdd 204.82%467,0004.13
≡LBTYB – LIBERTY GLOBAL LTDBuy3,801,6371.05
≡NRG – NRG ENERGY INCBuy800,0000.99
≡SBLK – STAR BULK CARRIERS CORPAdd 30.43%
Q1 2024filed May 14, 2432 new22 added72 reduced52 exited
≡INDV – INDIVIOR PLCBuy3,351,2361.13
≡BIDU – BAIDU INCBuy422,8660.70
≡LI – LI AUTO INCBuy983,3200.47
≡BAK – BRASKEM SABuy2,026,792
Q4 2023filed Feb 13, 2431 new49 added41 reduced45 exited
≡SPY – STATE STREET CORPBuy525,0003.63
≡XOP – SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFBuy1,195,0002.38
≡CAT – CATERPILLAR INCBuy300,0001.29
≡EGLE 05/22/10 P5 – EAGLE BULK SHIPPING INCBuy
Q3 2023filed Nov 13, 2337 new34 added59 reduced73 exited
≡CATPUT – CATERPILLAR INCBuy400,0001.58
≡AU – ANGLOGOLD ASHANTI PLCBuy5,428,8191.24
≡XOPPUT – SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFAdd 26.46%250,0000.96
≡
PBR – PETROLEO BRASILEIRO SA - PETROBRAS
Buy
6,089,413
1.93
≡TLN – TALEN ENERGY CORPBuy331,1171.61
≡AMERICAN WATER CAPITAL CORPAdd 1532.25%52,495,0000.80
≡COINBASE GLOBAL INCBuy52,633,0000.80
≡CRDO – CREDO TECHNOLOGY GROUP HOLDING LTDBuy539,0000.77
≡YPF – YPF SABuy886,4650.62
≡Q2 HOLDINGS INCBuy41,053,0000.62
≡LYBPUT – LYONDELLBASELL INDUSTRIES NVBuy500,0000.61
≡TDS – TELEPHONE AND DATA SYSTEMS INCAdd 16.37%603,8570.60
≡BENTLEY SYSTEMS INCAdd 598.29%40,265,0000.59
≡PROGRESS SOFTWARE CORPBuy36,154,0000.55
≡UNITY SOFTWARE INCAdd 296.00%26,865,0000.41
≡EMBJ – EMBRAER SABuy447,6060.41
≡SHIFT4 PAYMENTS INCBuy27,272,0000.39
≡SHAZ – SHARONAI HOLDINGS INCBuy1,000,0000.35
≡AERO – GRUPO AEROMEXICO SAB DE CVAdd 5.08%191,700−0.33
≡OKTA INCAdd 65.92%18,662,0000.32
≡PEBBLEBROOK HOTEL TRUSTAdd 45.41%18,030,0000.31
≡ENPHASE ENERGY INCAdd 48.31%18,442,0000.30
≡BLOCK INCAdd 86.63%17,536,0000.29
≡DRAFTKINGS INCAdd 75.84%19,130,0000.28
≡BIOMARIN PHARMACEUTICAL INCAdd 32.92%13,867,0000.25
≡SMPL – SIMPLY GOOD FOODS CO/THEBuy1,128,8890.25
≡MARRIOTT VACATIONS WORLDWIDE CORPAdd 29.10%11,749,0000.22
≡MINE – MAYFAIR GOLD CORPBuy4,500,0000.21
≡DEXCOM INCAdd 44.39%12,428,0000.20
≡ETSY INCAdd 21.99%11,031,0000.20
≡JETBLUE AIRWAYS CORPAdd 5.04%4,563,0000.18
≡SEA LTDAdd 23.24%9,031,0000.18
≡ARROWHEAD PHARMACEUTICALS INCBuy11,055,0000.17
≡BMM – BLUE MOON METALS INCBuy1,685,0000.17
≡ILLU – ILLUMINATION ACQUISITION CORP IBuy750,0000.11
≡NRG – NRG ENERGY INCBuy49,0280.11
≡TRIP.COM GROUP LTDAdd 538.18%6,399,0000.10
≡AFFIRM HOLDINGS INCAdd 120.80%6,312,0000.10
≡AKAMAI TECHNOLOGIES INCBuy5,397,0000.09
≡UPWORK INCAdd 77.59%5,461,0000.09
≡NUTANIX INCAdd 280.00%5,600,0000.09
≡STRATEGY INCAdd 109.61%6,317,0000.09
≡PAGERDUTY INCBuy5,935,0000.08
≡BLOCK INCAdd 85.04%5,047,0000.08
≡PENN ENTERTAINMENT INCAdd 93.09%4,610,0000.08
≡PENNYMAC MORTGAGE INVESTMENT TRUSTBuy3,971,0000.06
≡PG&E CORPBuy4,000,0000.06
≡COGENT BIOSCIENCES INCAdd 33.61%2,571,0000.06
≡BKLN – INVESCO SENIOR INCOME TRUSTBuy200,0200.06
≡JBT MAREL CORPBuy2,927,0000.04
≡UBER – UBER TECHNOLOGIES INCBuy2,000,0000.04
≡ITRON INCAdd 18.95%1,649,0000.03
≡NORTHERN OIL & GAS INCBuy2,000,0000.03
≡SNOWFLAKE INCBuy1,600,0000.03
≡MERITAGE HOMES CORPBuy1,900,0000.03
≡BLACKSTONE MORTGAGE TRUST INCAdd 8.00%960,0000.03
≡RAPID7 INCBuy1,668,0000.02
≡IRHYTHM TECHNOLOGIES INCBuy1,350,0000.02
≡REDWOOD TRUST INCAdd 10.61%791,0000.02
≡RIVIAN AUTOMOTIVE INCBuy1,300,0000.02
≡DIGITALOCEAN HOLDINGS INCAdd 58.78%1,105,0000.02
≡GLADSTONE CAPITAL CORPAdd 151.72%1,144,0000.02
≡ALARM.COM HOLDINGS INCBuy1,008,0000.01
≡PARSONS CORPAdd 77.59%900,0000.01
≡STRATEGY INCAdd 69.23%900,0000.01
≡IMMUNOCORE HOLDINGS PLCBuy833,0000.01
≡PDD – PDD HOLDINGS INCBuy4,8230.01
≡CHEESECAKE FACTORY INC/THEAdd 10.87%213,0000.01
AERO – GRUPO AEROMEXICO SAB DE CV
Buy
3,776,986
1.18
≡TLNCALL – TALEN ENERGY CORPAdd 77.22%275,0001.03
≡ECHOSTAR CORPBuy18,000,0000.86
≡DEXCOM INCBuy27,995,0000.37
≡KRSP – RICE ACQUISITION CORP 3Buy2,799,9990.36
≡SPYPUT – STATE STREET CORPAdd 16.67%55,0000.35
≡DRAFTKINGS INCBuy25,225,0000.33
≡AMPHASTAR PHARMACEUTICALS INCAdd 144.48%25,753,0000.32
≡BIOMARIN PHARMACEUTICAL INCAdd 113.59%22,399,0000.29
≡FIVE9 INCAdd 289.99%22,570,0000.28
≡INFY – INFOSYS LTDBuy1,094,7520.28
≡SYNAPTICS INCBuy17,250,0000.26
≡ONIT – ONITY GROUP INCBuy390,8350.25
≡JETBLUE AIRWAYS CORPAdd 32.62%22,267,0000.24
≡WINNEBAGO INDUSTRIES INCAdd 311.98%15,312,0000.20
≡ECVT – ECOVYST INCAdd 48.81%1,395,4810.20
≡XP – XP INCAdd 63.32%1,287,2820.18
≡PEBBLEBROOK HOTEL TRUSTAdd 51.69%13,530,0000.15
≡LIVE NATION ENTERTAINMENT INCBuy9,670,0000.14
≡OKTA INCAdd 67.46%11,405,0000.14
≡SPECTRUM BRANDS HOLDINGS INCAdd 69.51%11,275,0000.14
≡BLOCK INCAdd 102.15%10,229,0000.13
≡DAYFORCE INCAdd 106.26%9,969,0000.13
≡COGENT BIOSCIENCES INCBuy7,650,0000.13
≡NABORS INDUSTRIES LTDAdd 87.51%11,230,0000.13
≡ITRON INCBuy8,700,0000.13
≡AIRBNB INCAdd 28.66%11,280,0000.12
≡DATADOG INCBuy7,499,0000.11
≡GREEN PLAINS INCBuy7,677,0000.11
≡ETSY INCAdd 27.55%10,835,0000.10
≡ARRAY TECHNOLOGIES INCAdd 34.81%8,595,0000.10
≡ENPHASE ENERGY INCAdd 33.39%9,556,0000.09
≡CRACKER BARREL OLD COUNTRY STORE INCAdd 33.62%8,328,0000.09
≡LANTHEUS HOLDINGS INCAdd 83.67%5,250,0000.09
≡MITEK SYSTEMS INCBuy5,374,0000.08
≡NUTANIX INCBuy5,436,0000.07
≡SNAP INCAdd 50.85%6,599,0000.07
≡PENNYMAC MORTGAGE INVESTMENT TRUSTAdd 102.09%5,524,0000.07
≡HAEMONETICS CORPAdd 62.56%5,784,0000.07
≡UNITY SOFTWARE INCAdd 141.96%5,325,0000.07
≡PENN ENTERTAINMENT INCBuy4,952,0000.07
≡TOPGOLF CALLAWAY BRANDS CORPAdd 115.83%5,150,0000.07
≡STRATEGY INCBuy5,763,0000.07
≡MGP INGREDIENTS INCAdd 34.44%5,950,0000.07
≡BLACKSTONE MORTGAGE TRUST INCAdd 72.92%5,060,0000.06
≡BENTLEY SYSTEMS INCAdd 256.84%4,844,0000.06
≡BANDWIDTH INCAdd 58.17%5,020,0000.06
≡ENVISTA HOLDINGS CORPAdd 20.83%5,307,0000.05
≡AMERICAN WATER CAPITAL CORPBuy3,426,0000.05
≡FRESHPET INCAdd 69.77%3,000,0000.05
≡ZIFF DAVIS INCAdd 58.27%3,715,0000.05
≡MAGNITE INCAdd 55.27%3,668,0000.05
≡LCI INDUSTRIESAdd 54.96%3,521,0000.04
≡FORD MOTOR COBuy2,900,0000.04
≡REDFIN CORPAdd 45.83%3,721,0000.04
≡NEOGENOMICS INCAdd 80.61%3,168,0000.04
≡TETRA TECH INCAdd 28.43%3,384,0000.04
≡CERENCE INCAdd 62.64%2,544,0000.03
≡NUTANIX INCBuy2,000,0000.03
≡WISDOMTREE INCBuy1,850,0000.03
≡BLOCK INCAdd 76.06%2,564,0000.03
≡DROPBOX INCBuy2,175,0000.03
≡ZIFF DAVIS INCAdd 158.77%2,145,0000.03
≡UPWORK INCAdd 51.49%2,392,0000.03
≡CHEESECAKE FACTORY INC/THEBuy1,960,0000.03
≡BLACKLINE INCBuy1,816,0000.03
≡ITUB – ITAU UNIBANCO HOLDING SAAdd 9.13%1,156,946−0.02
≡CELCUITY INCBuy700,0000.02
≡SNAP INCAdd 82.60%1,704,0000.02
≡FASTLY INCBuy1,353,0000.02
≡VISHAY INTERTECHNOLOGY INCBuy1,651,0000.02
≡SPOTIFY TECHNOLOGY SABuy1,300,0000.02
≡REDWOOD TRUST INCAdd 33.55%1,873,0000.02
≡MARRIOTT VACATIONS WORLDWIDE CORPAdd 12.66%4,538,0000.02
≡STRATEGY INCBuy1,300,0000.02
≡POST HOLDINGS INCAdd 103.85%1,350,0000.02
≡REPLIGEN CORPAdd 11.43%1,008,0000.02
≡AFFIRM HOLDINGS INCBuy927,0000.01
≡TYLER TECHNOLOGIES INCBuy1,000,0000.01
≡RINGCENTRAL INCBuy984,0000.01
≡HAEMONETICS CORPBuy902,0000.01
≡ALARM.COM HOLDINGS INCAdd 9.86%2,441,0000.01
≡GLADSTONE CAPITAL CORPBuy754,0000.01
≡AFFIRM HOLDINGS INCAdd 21.77%934,0000.01
– ORACLE CORP
Buy
500,000
2.17
≡CORZ – CORE SCIENTIFIC INCBuy6,400,7081.77
≡FTAI – FTAI AVIATION LTDBuy585,1751.50
≡TLNCALL – TALEN ENERGY CORPAdd 82.78%161,2881.36
≡NU – NU HOLDINGS LTD/CAYMAN ISLANDSBuy4,518,8841.11
≡LILAB – LIBERTY LATIN AMERICA LTDAdd 222.79%5,187,7810.73
≡SATS – ECHOSTAR CORPBuy600,0000.71
≡MARPUT – MARRIOTT INTERNATIONAL INC/MDBuy150,0000.60
≡XP – XP INCBuy2,032,8770.59
≡AD – ARRAY DIGITAL INFRASTRUCTURE INCBuy724,4440.56
≡NBR – NABORS INDUSTRIES LTDBuy737,1120.46
≡SAREPTA THERAPEUTICS INCAdd 609.96%30,010,0000.41
≡ECVT – ECOVYST INCBuy2,859,0220.39
≡YMM – FULL TRUCK ALLIANCE CO LTDAdd 106.13%1,955,3600.38
≡AEROVIRONMENT INCBuy17,763,0000.34
≡JAZZ PHARMACEUTICALS PLCBuy16,700,0000.31
≡JBS – JBS NVAdd 562.34%1,341,7900.30
≡BIOMARIN PHARMACEUTICAL INCAdd 1231.47%18,238,0000.26
≡MGP INGREDIENTS INCBuy17,275,0000.26
≡AMPHASTAR PHARMACEUTICALS INCBuy17,825,0000.25
≡ARRAY TECHNOLOGIES INCAdd 282.89%18,241,0000.24
≡SPECTRUM BRANDS HOLDINGS INCBuy16,221,0000.23
≡TAC – TRANSALTA CORPAdd 5.42%330,0000.22
≡CRACKER BARREL OLD COUNTRY STORE INCAdd 149.68%14,851,0000.20
≡WINGPUT – WINGSTOP INCBuy50,0000.19
≡BLCO – BAUSCH LOMB CORPAdd 28.72%724,1940.19
≡OKTA INCAdd 263.02%12,249,0000.18
≡ENPHASE ENERGY INCAdd 93.98%13,867,0000.18
≡JD.COM INCAdd 92.85%11,469,0000.17
≡SE – SEA LTDAdd 69.28%57,8550.16
≡SNAP INCAdd 548.20%10,975,0000.15
≡ITUB – ITAU UNIBANCO HOLDING SAAdd 15.10%1,661,3070.15
≡CONMED CORPAdd 46.23%12,808,0000.14
≡BLOCK INCAdd 1848.25%9,500,0000.14
≡ACR – ACRES COMMERCIAL REALTY CORPBuy391,3800.13
≡VERTEX INCBuy7,250,0000.11
≡MARRIOTT VACATIONS WORLDWIDE CORPAdd 38.71%9,999,0000.11
≡FIVE9 INCBuy7,783,0000.11
≡TELADOC HEALTH INCAdd 33.95%10,300,0000.11
≡MERITAGE HOMES CORPAdd 108.90%6,618,0000.10
≡PARSONS CORPAdd 79.23%5,707,0000.09
≡WEC ENERGY GROUP INCAdd 73.53%5,260,0000.09
≡LCI INDUSTRIESAdd 3878.88%6,245,0000.09
≡CMS ENERGY CORPAdd 57.42%6,326,0000.09
≡NABORS INDUSTRIES LTDAdd 97.43%6,333,0000.09
≡LGN – LEGENCE CORPBuy175,0000.08
≡LANTHEUS HOLDINGS INCAdd 597.22%5,375,0000.08
≡FLUOR CORPAdd 108.96%5,460,0000.08
≡MKS INCAdd 39.38%4,720,0000.08
≡LIVANOVA PLCAdd 50.93%5,090,0000.08
≡FRESHPET INCBuy4,300,0000.07
≡COINBASE GLOBAL INCAdd 64.81%5,116,0000.07
≡WINNEBAGO INDUSTRIES INCBuy4,908,0000.07
≡ETSY INCAdd 23.65%7,523,0000.07
≡PPL CORPAdd 38.24%4,352,0000.07
≡HAEMONETICS CORPAdd 105.06%4,737,0000.06
≡TETRA TECH INCAdd 70.83%4,936,0000.06
≡LI AUTO INCAdd 120.78%3,982,0000.06
≡SEA LTDAdd 23.14%6,959,0000.06
≡BANDWIDTH INCAdd 100.65%4,329,0000.05
≡Q2 HOLDINGS INCBuy2,701,0000.04
≡GUARDANT HEALTH INCAdd 28.46%2,047,0000.04
≡CABLE ONE INCAdd 13.38%6,934,0000.04
≡REPLIGEN CORPAdd 52.21%3,026,0000.04
≡JETBLUE AIRWAYS CORPAdd 13.81%8,282,0000.04
≡TRAVERE THERAPEUTICS INCAdd 19.02%1,472,0000.03
≡HDB – HDFC BANK LTDAdd 78.22%66,363−0.03
≡SNAP INCBuy2,063,0000.03
≡DIGITALOCEAN HOLDINGS INCBuy2,031,0000.03
≡TOPGOLF CALLAWAY BRANDS CORPAdd 85.48%2,049,0000.03
≡NOVOCURE LTDAdd 81.84%1,952,0000.03
≡LYFT INCBuy1,100,0000.02
≡REDWOOD TRUST INCAdd 45.20%1,738,0000.02
≡ZIFF DAVIS INCBuy1,351,0000.02
≡FASTLY INCBuy1,354,0000.02
≡ENVISTA HOLDINGS CORPAdd 14.35%3,198,0000.01
≡GROUPON INCAdd 78.29%1,046,0000.01
≡EVOLENT HEALTH INCBuy1,015,0000.01
≡BLOCK INCAdd 36.81%907,0000.01
≡AIRBNB INCAdd 8.41%3,053,000−0.01
≡SHAKE SHACK INCAdd 32.82%2,895,0000.01
≡ESPERION THERAPEUTICS INCAdd 44.50%651,0000.01
≡REDFIN CORPAdd 15.59%1,095,0000.01
≡TRIP.COM GROUP LTDAdd 5.71%228,0000.01
≡BILL HOLDINGS INCAdd 23.33%635,0000.01
≡ZIFF DAVIS INCAdd 17.08%930,0000.01
≡UNITY SOFTWARE INCAdd 16.64%535,0000.00
≡BLACKLINE INCAdd 17.32%1,203,0000.00
≡NEXTERA ENERGY INCAdd 5.98%427,000−0.00
≡SHIFT4 PAYMENTS INCAdd 22.09%2,631,0000.00
IWMPUT – ISHARES RUSSELL 2000 ETF
Buy
240,000
0.89
≡BLCO – BAUSCH PLUS LOMB CORPBuy2,521,2450.56
≡ITUB – ITAU UNIBANCO HOLDING SAAdd 58.54%4,063,4820.55
≡SUMMIT HOTEL PROPERTIES INCAdd 1379.83%28,397,0000.47
≡YMM – FULL TRUCK ALLIANCE CO LTDBuy1,842,3370.37
≡DAYFORCE INCBuy18,080,0000.30
≡OKTA INCAdd 516.54%16,958,0000.28
≡ALARM.COM HOLDINGS INCAdd 220.52%17,163,0000.27
≡DEXCOM INCBuy16,111,0000.27
≡WIX.COM LTDAdd 331.82%16,226,0000.27
≡SOUTHERN CO/THEBuy13,459,0000.26
≡LILAB – LIBERTY LATIN AMERICA LTDBuy2,328,5160.25
≡PEBBLEBROOK HOTEL TRUSTAdd 44.70%19,284,0000.24
≡SE – SEA LTDBuy83,5130.23
≡JD.COM INCBuy12,352,0000.22
≡TELADOC HEALTH INCAdd 97.59%14,984,0000.21
≡MKS INCBuy11,985,0000.20
≡JETBLUE AIRWAYS CORPAdd 38.74%16,747,0000.20
≡LBTYB – LIBERTY GLOBAL LTDAdd 13.99%1,008,001−0.19
≡ENPHASE ENERGY INCAdd 104.41%12,004,0000.18
≡YPF – YPF SABuy324,3300.18
≡CRACKER BARREL OLD COUNTRY STORE INCBuy9,922,0000.16
≡WEC ENERGY GROUP INCBuy7,154,0000.14
≡MARRIOTT VACATIONS WORLDWIDE CORPAdd 68.45%10,497,0000.14
≡AIRBNB INCAdd 44.58%11,192,0000.14
≡CONMED CORPAdd 58.97%10,277,0000.14
≡VERINT SYSTEMS INCBuy7,835,0000.13
≡BLACKLINE INCBuy6,945,0000.13
≡COINBASE GLOBAL INCAdd 176.98%5,044,0000.13
≡ALIBABA GROUP HOLDING LTDBuy5,397,0000.12
≡TAC – TRANSALTA CORPAdd 8.95%500,0000.12
≡MARRIOTT VACATIONS WORLDWIDE CORPBuy6,746,0000.11
≡PARSONS CORPAdd 377.34%5,694,0000.10
≡MERITAGE HOMES CORPBuy6,077,0000.10
≡SNAP INCAdd 42.40%8,765,0000.10
≡GRAB – GRAB HOLDINGS LTDAdd 12.59%1,293,3000.10
≡TETRA TECH INCAdd 281.65%5,143,0000.10
≡EC – ECOPETROL SAAdd 12.26%387,700−0.10
≡HAEMONETICS CORPBuy5,463,0000.09
≡ECHOSTAR CORPAdd 34.05%5,447,5600.09
≡SEA LTDAdd 34.51%7,714,0000.08
≡HDSN – HUDSON TECHNOLOGIES INCBuy562,6620.08
≡TRIP.COM GROUP LTDBuy3,996,0000.08
≡MAGNITE INCAdd 196.43%4,398,0000.07
≡NICE LTDAdd 196.42%4,058,0000.07
≡NABORS INDUSTRIES LTDBuy6,500,0000.06
≡UPWORK INCAdd 187.46%4,156,0000.06
≡LUMENTUM HOLDINGS INCAdd 110.37%2,097,0000.06
≡REDFIN CORPAdd 155.08%4,271,0000.06
≡CABLE ONE INCAdd 21.60%9,202,0000.06
≡JBS – JBS NVBuy238,6100.06
≡ETSY INCAdd 27.32%6,826,0000.06
≡REPLIGEN CORPAdd 163.45%3,596,0000.06
≡ENVISTA HOLDINGS CORPAdd 30.16%5,163,0000.06
≡CERENCE INCAdd 724.58%4,275,0000.06
≡FIRST MAJESTIC SILVER CORPAdd 31.86%4,979,0000.05
≡OKTA INCAdd 253.88%3,341,0000.05
≡GUESS INCAdd 192.69%3,241,0000.05
≡BZ – KANZHUN LTDAdd 34.19%400,3110.05
≡REDWOOD TRUST INCAdd 251.46%2,751,0000.04
≡BRIDGEBIO PHARMA INCAdd 27.74%3,921,0000.04
≡BILL HOLDINGS INCBuy2,722,0000.04
≡ARRAY TECHNOLOGIES INCAdd 96.05%3,159,0000.04
≡CLOUDFLARE INCBuy2,000,0000.04
≡TOPGOLF CALLAWAY BRANDS CORPBuy2,397,0000.04
≡REDFIN CORPBuy2,381,0000.04
≡NOVOCURE LTDBuy2,385,0000.04
≡DUKE ENERGY CORPAdd 150.00%2,250,0000.04
≡LI AUTO INCAdd 127.38%1,847,0000.03
≡HALOZYME THERAPEUTICS INCBuy2,000,0000.03
≡BENTLEY SYSTEMS INCBuy2,052,0000.03
≡FIVERR INTERNATIONAL LTDAdd 76.24%2,275,0000.03
≡SNAP INCBuy2,002,0000.03
≡BEKE – KE HOLDINGS INCAdd 20.58%258,255−0.03
≡AMERICAN AIRLINES GROUP INCBuy1,500,0000.03
≡BIOMARIN PHARMACEUTICAL INCBuy1,481,0000.02
≡CMS ENERGY CORPAdd 5.25%550,000−0.02
≡TYLER TECHNOLOGIES INCBuy1,000,0000.02
≡UBER TECHNOLOGIES INCBuy1,000,0000.02
≡LANTHEUS HOLDINGS INCBuy900,0000.02
≡PAGERDUTY INCBuy1,033,0000.02
≡UPSTART HOLDINGS INCAdd 21.90%2,138,0000.02
≡BRIDGEBIO PHARMA INCAdd 68.00%850,0000.02
≡BLACKLINE INCBuy1,020,0000.02
≡VAIL RESORTS INCAdd 27.44%1,606,0000.02
≡BANDWIDTH INCAdd 42.42%1,281,0000.02
≡ON SEMICONDUCTOR CORPAdd 56.00%700,0000.01
≡TX – TERNIUM SAAdd 13.18%107,100−0.01
≡TRAVERE THERAPEUTICS INCAdd 6.91%500,000−0.01
≡ENPHASE ENERGY INCAdd 24.62%2,915,0000.01
≡FUBOTV INCAdd 26.62%1,169,0000.01
≡HAEMONETICS CORPAdd 28.61%1,003,0000.01
≡ESPERION THERAPEUTICS INCAdd 89.02%689,0000.01
≡ON SEMICONDUCTOR CORPAdd 16.19%889,0000.01
≡BTAI – BIOXCEL THERAPEUTICS INCBuy241,1880.01
≡WORKIVA INCAdd 5.95%351,000−0.01
≡AFFIRM HOLDINGS INCAdd 16.19%598,0000.00
≡LCI INDUSTRIESBuy161,0000.00
6,941,012
0.74
≡BILI – BILIBILI INCBuy1,925,7970.71
≡BARRICK GOLD CORPAdd 147.93%1,501,5950.67
≡CX – CEMEX SAB DE CVAdd 32.87%4,794,6970.64
≡EC – ECOPETROL SABuy3,162,1220.64
≡SUNNOVA ENERGY INTERNATIONAL INCAdd 43.70%32,296,000−0.58
≡BEKE – KE HOLDINGS INCBuy1,254,7840.49
≡NEOGENOMICS INCAdd 725.83%27,647,0000.47
≡AIRBNB INCAdd 1537.83%23,575,0000.44
≡FCX – FREEPORT-MCMORAN INCAdd 24.28%428,1050.41
≡BIDU – BAIDU INCBuy199,6840.36
≡SPYPUT – STATE STREET CORPAdd 6.25%20,0000.35
≡ECHOSTAR CORPBuy16,000,0000.35
≡KC – KINGSOFT CORP LTDBuy1,091,8530.30
≡LIVANOVA PLCBuy14,988,0000.28
≡SEA LTDAdd 182.33%14,437,0000.28
≡TLNCALL – TALEN ENERGY CORPAdd 16.67%40,0000.22
≡MARRIOTT VACATIONS WORLDWIDE CORPAdd 369.28%12,068,0000.22
≡SUNNOVA ENERGY INTERNATIONAL INCAdd 28.55%13,650,000−0.22
≡SNAP INCAdd 134.91%11,872,0000.21
≡HTHT – H WORLD GROUP LTDAdd 7.35%84,1300.21
≡NEXTERA ENERGY INCBuy8,841,0000.20
≡ENVISTA HOLDINGS CORPAdd 162.10%10,587,0000.19
≡ENPHASE ENERGY INCBuy11,840,0000.19
≡BRIDGEBIO PHARMA INCAdd 272.17%10,337,0000.19
≡CONMED CORPAdd 120.08%9,509,0000.19
≡DEXCOM INCBuy10,486,0000.18
≡ENPHASE ENERGY INCAdd 399.65%9,196,0000.17
≡ETSY INCAdd 47.35%8,027,0000.16
≡GUARDANT HEALTH INCBuy8,088,0000.16
≡TELADOC HEALTH INCAdd 102.72%7,780,0000.16
≡FIRST MAJESTIC SILVER CORPAdd 84.29%7,147,0000.15
≡JETBLUE AIRWAYS CORPAdd 8.24%3,291,0000.13
≡TNDM – TANDEM DIABETES CARE INCBuy6,442,0000.12
≡SHOP – SHOPIFY INCBuy5,600,0000.11
≡FIVE9 INCAdd 751.24%5,439,0000.11
≡BLOCK INCAdd 352.09%5,306,0000.09
≡EXPEDIA GROUP INCBuy4,623,0000.09
≡PELOTON INTERACTIVE INCBuy4,746,0000.09
≡ALARM.COM HOLDINGS INCAdd 119.92%4,244,0000.09
≡PPL CORPAdd 30.38%2,582,0000.08
≡FUBOTV INCBuy4,392,0000.08
≡HERBALIFE LTDBuy4,787,0000.08
≡TWO HARBORS INVESTMENT CORPAdd 143.08%3,806,0000.08
≡LUMENTUM HOLDINGS INCAdd 204.45%4,089,0000.07
≡ON SEMICONDUCTOR CORPAdd 279.21%4,043,0000.07
≡PACIRA BIOSCIENCES INCAdd 63.55%2,936,0000.06
≡CMS ENERGY CORPAdd 14.54%1,329,0000.06
≡COINBASE GLOBAL INCBuy2,850,0000.05
≡H WORLD GROUP LTDAdd 11.37%1,108,0000.05
≡SOLAREDGE TECHNOLOGIES INCBuy2,716,0000.05
≡SHAKE SHACK INCAdd 35.06%3,000,0000.05
≡SEAGATE TECHNOLOGY HOLDINGS PLCBuy2,150,0000.05
≡NATIONAL VISION HOLDINGS INCAdd 51.65%2,134,0000.05
≡BLACKSTONE MORTGAGE TRUST INCAdd 39.74%1,997,0000.05
≡SHIFT4 PAYMENTS INCAdd 21.19%2,100,0000.05
≡TELADOC HEALTH INCBuy2,317,0000.04
≡PENNYMAC MORTGAGE INVESTMENT TRUSTAdd 38.16%1,820,0000.04
≡LUMENTUM HOLDINGS INCBuy1,900,0000.04
≡SNAP INCBuy2,041,0000.04
≡NICE LTDBuy2,066,0000.04
≡IRHYTHM TECHNOLOGIES INCBuy1,900,0000.04
≡LI AUTO INCBuy1,450,0000.03
≡NORWEGIAN CRUISE LINE HOLDINGS LTDAdd 13.56%1,500,0000.03
≡DUKE ENERGY CORPBuy1,500,0000.03
≡VENTAS INCBuy1,250,0000.03
≡GUESS INCBuy1,682,0000.03
≡PARSONS CORPBuy1,509,0000.03
≡BRIDGEBIO PHARMA INCBuy1,250,0000.03
≡ALLIANT ENERGY CORPBuy1,250,0000.03
≡ON SEMICONDUCTOR CORPBuy1,250,0000.03
≡LYFT INCBuy1,350,0000.03
≡OKTA INCBuy1,316,0000.02
≡PAR TECHNOLOGY CORPBuy1,100,0000.02
≡MGP INGREDIENTS INCBuy1,211,0000.02
≡VAIL RESORTS INCAdd 10.90%575,0000.02
≡SUMMIT HOTEL PROPERTIES INCAdd 74.11%876,0000.02
≡UNITY SOFTWARE INCAdd 23.64%615,0000.02
≡ESPERION THERAPEUTICS INCBuy774,0000.01
≡FLUOR CORPAdd 24.97%1,100,0000.01
≡REDFIN CORPAdd 14.32%345,0000.01
≡INDV – INDIVIOR PLCAdd 26.06%2,275,5770.01
≡SAREPTA THERAPEUTICS INCAdd 14.92%1,313,0000.01
≡OKTA INCAdd 6.69%206,0000.01
≡TRAVERE THERAPEUTICS INCAdd 33.30%344,0000.01
≡CERENCE INCBuy590,0000.01
≡REALREAL INC/THEBuy295,0000.00
– TALEN ENERGY CORP
Buy
240,000
0.86
≡PWRPUT – QUANTA SERVICES INCBuy120,0000.67
≡JETBLUE AIRWAYS CORPAdd 132.77%22,783,0000.41
≡PEBBLEBROOK HOTEL TRUSTAdd 88.22%19,277,0000.36
≡SUNNOVA ENERGY INTERNATIONAL INCBuy47,819,0000.32
≡GUARDANT HEALTH INCAdd 78.63%16,962,0000.30
≡PG&E CORPBuy15,275,0000.30
≡NTES – NETEASE INCAdd 71.84%167,1000.28
≡BARRICK GOLD CORPBuy1,015,0630.28
≡COHERUS BIOSCIENCES INCAdd 6.52%3,000,0000.27
≡UBER – UBER TECHNOLOGIES INCBuy10,549,0000.21
≡SHIFT4 PAYMENTS INCBuy9,910,0000.19
≡CABLE ONE INCAdd 11.12%4,616,0000.15
≡WORKIVA INCBuy7,962,0000.15
≡EXPAND ENERGY CORPBuy95,2940.15
≡ETSY INCAdd 117.86%9,172,0000.14
≡CONMED CORPAdd 1062.85%7,238,0000.12
≡WAYFAIR INCBuy6,883,0000.12
≡CYTOKINETICS INCAdd 311.06%5,288,0000.11
≡ENVISTA HOLDINGS CORPBuy6,531,0000.10
≡CPNG – COUPANG INCBuy241,5440.09
≡NORWEGIAN CRUISE LINE HOLDINGS LTDAdd 53.07%3,834,0000.09
≡INTEGRA LIFESCIENCES HOLDINGS CORPAdd 147.29%4,510,0000.08
≡PPL CORPAdd 89.25%4,008,0000.08
≡SPOTIFY TECHNOLOGY SABuy4,000,0000.08
≡SUNNOVA ENERGY INTERNATIONAL INCAdd 26.02%15,261,0000.07
≡UPSTART HOLDINGS INCAdd 64.28%3,718,0000.07
≡VAIL RESORTS INCAdd 270.32%3,852,0000.07
≡CMS ENERGY CORPAdd 52.81%3,158,0000.07
≡MESO – MESOBLAST LTDBuy179,5930.06
≡MARRIOTT VACATIONS WORLDWIDE CORPBuy3,268,0000.05
≡SAREPTA THERAPEUTICS INCAdd 34.92%2,278,0000.05
≡ASCENDIS PHARMA A/SAdd 17.24%2,133,0000.05
≡AKAMAI TECHNOLOGIES INCAdd 21.64%2,115,0000.05
≡GREEN PLAINS INCBuy3,310,0000.05
≡HDB – HDFC BANK LTDAdd 65.98%35,6570.05
≡SOUTHERN CO/THEAdd 15.16%1,670,0000.04
≡REPLIGEN CORPBuy2,200,0000.04
≡EVENTBRITE INCAdd 69.07%2,115,0000.04
≡ENPHASE ENERGY INCBuy2,301,0000.04
≡SSR MINING INCAdd 58.64%1,782,0000.04
≡NEOGENOMICS INCBuy2,076,0000.04
≡REALREAL INC/THEAdd 91.77%1,483,0000.03
≡BRIDGEBIO PHARMA INCAdd 59.45%1,416,0000.03
≡ZIFF DAVIS INCAdd 10.86%776,0000.03
≡TRANSMEDICS GROUP INCBuy1,400,0000.03
≡TELADOC HEALTH INCAdd 13.54%903,0000.03
≡WAYFAIR INCAdd 91.79%1,285,0000.02
≡SEA LTDAdd 10.71%766,0000.02
≡BLOCK INCBuy1,507,0000.02
≡DIGITALOCEAN HOLDINGS INCAdd 7.65%612,0000.02
≡BLACKSTONE MORTGAGE TRUST INCAdd 14.83%649,0000.02
≡TRAVERE THERAPEUTICS INCBuy1,033,0000.02
≡WIX.COM LTDAdd 12.18%524,0000.02
≡PENNYMAC MORTGAGE INVESTMENT TRUSTAdd 5.91%266,0000.01
≡ARRAY TECHNOLOGIES INCAdd 23.85%750,0000.01
≡UNITY SOFTWARE INCAdd 27.31%558,0000.01
≡GROUPON INCAdd 18.07%375,0000.01
≡HEALTH CATALYST INCBuy578,0000.01
≡RIVIAN AUTOMOTIVE INCBuy517,0000.01
≡NEOGENOMICS INCAdd 5.60%202,0000.01
≡
CRC – CALIFORNIA RESOURCES CORP
Buy
2,046,753
1.72
≡YUMC – YUM CHINA HOLDINGS INCBuy976,9060.70
≡SUNNOVA ENERGY INTERNATIONAL INCAdd 359.94%45,892,0000.62
≡PDD – PDD HOLDINGS INCBuy283,2670.61
≡INFY – INFOSYS LTDBuy1,711,5120.61
≡ENLINK MIDSTREAM LLCBuy2,525,0980.59
≡BZ – KANZHUN LTDBuy2,011,5740.56
≡COHERUS BIOSCIENCES INCAdd 1215.14%42,530,0000.54
≡ANYWHERE REAL ESTATE INCBuy37,148,0000.52
≡TRAVERE THERAPEUTICS INCBuy30,000,0000.42
≡INDV – INDIVIOR PLCAdd 111.92%5,028,8070.39
≡ITUB – ITAU UNIBANCO HOLDING SAAdd 36.57%2,430,2410.35
≡NTES – NETEASE INCBuy232,5940.35
≡TCOM – TRIP.COM GROUP LTDAdd 35.15%205,8780.32
≡BABA – ALIBABA GROUP HOLDING LTDAdd 83.33%102,1440.24
≡ZTO EXPRESS CAYMAN INCBuy11,828,0000.20
≡DQ – DAQO NEW ENERGY CORPBuy604,9390.20
≡PEBBLEBROOK HOTEL TRUSTAdd 138.18%12,677,0000.19
≡JOYY – JOYY INCAdd 29.90%203,1510.19
≡XP – XP INCBuy510,7640.15
≡ALPHATEC HOLDINGS INCAdd 217.06%10,269,0000.14
≡ADVANCED ENERGY INDUSTRIES INCBuy7,855,0000.13
≡FLUOR CORPBuy6,718,0000.13
≡TETRA TECH INCBuy6,083,0000.13
≡PEGASYSTEMS INCBuy7,315,0000.12
≡NORWEGIAN CRUISE LINE HOLDINGS LTDBuy7,225,0000.11
≡ZIFF DAVIS INCBuy7,145,0000.11
≡OPTU – ALTICE USA INCAdd 26.28%1,560,9400.10
≡CMS ENERGY CORPBuy5,980,0000.10
≡AIR TRANSPORT SERVICES GROUP INCBuy6,319,0000.10
≡UPSTART HOLDINGS INCBuy5,784,0000.08
≡ASCENDIS PHARMA A/SAdd 45.93%3,893,0000.08
≡PPL CORPBuy4,491,0000.08
≡NATIONAL VISION HOLDINGS INCBuy4,765,0000.07
≡SOUTHERN CO/THEAdd 41.85%3,250,0000.07
≡WIX.COM LTDBuy4,303,0000.07
≡ALARM.COM HOLDINGS INCBuy4,254,0000.06
≡CABLE ONE INCAdd 5.73%2,249,0000.06
≡OKTA INCBuy3,402,0000.05
≡MAGNITE INCBuy3,403,0000.05
≡INTEGRA LIFESCIENCES HOLDINGS CORPBuy3,062,0000.05
≡ZSCALER INCBuy2,150,0000.04
≡HAEMONETICS CORPAdd 68.13%2,670,0000.04
≡BENTLEY SYSTEMS INCBuy2,500,0000.04
≡SEAGATE TECHNOLOGY HOLDINGS PLCBuy1,679,0000.04
≡ARRAY TECHNOLOGIES INCBuy3,145,0000.04
≡REDFIN CORPBuy3,063,0000.04
≡AKAMAI TECHNOLOGIES INCAdd 19.55%1,598,0000.04
≡LENDINGTREE INCAdd 216.74%2,317,0000.04
≡ALNYLAM PHARMACEUTICALS INCBuy1,800,0000.03
≡REDWOOD TRUST INCBuy1,954,0000.03
≡MARA HOLDINGS INCAdd 47.17%2,017,0000.03
≡GUARDANT HEALTH INCAdd 7.24%1,457,0000.03
≡H WORLD GROUP LTDAdd 6.16%583,3520.03
≡SAREPTA THERAPEUTICS INCAdd 48.64%2,135,0000.03
≡HALOZYME THERAPEUTICS INCAdd 33.02%1,186,0000.03
≡WAYFAIR INCBuy1,400,0000.03
≡MIDDLEBY CORP/THEBuy1,400,0000.03
≡NUTANIX INCAdd 18.32%1,147,0000.03
≡LIBERTY MEDIA CORP-LIBERTY FORMULA ONEAdd 9.48%950,0000.02
≡AIRBNB INCBuy1,533,0000.02
≡MARRIOTT VACATIONS WORLDWIDE CORPBuy1,461,0000.02
≡CHEGG INCAdd 28.74%1,243,0000.02
≡VAIL RESORTS INCBuy1,425,0000.02
≡NIO INCBuy1,215,0000.02
≡NEW MOUNTAIN FINANCE CORPAdd 18.99%1,059,0000.02
≡BLOCK INCAdd 45.71%997,0000.02
≡BANDWIDTH INCAdd 15.18%919,0000.01
≡XOMETRY INCAdd 138.71%989,0000.01
≡NEOGENOMICS INCAdd 22.35%659,0000.01
≡CONMED CORPBuy681,0000.01
1,858,443
0.79
≡CEG – CONSTELLATION ENERGY CORPBuy180,0000.57
≡TCOM – TRIP.COM GROUP LTDBuy585,6450.44
≡AU – ANGLOGOLD ASHANTI PLCAdd 5.48%328,8370.43
≡GGB – GERDAU SABuy5,888,8550.31
≡VST – VISTRA CORPBuy200,0000.27
≡GUARDANT HEALTH INCBuy20,116,0000.25
≡JD – JD.COM INCAdd 27.16%602,5380.20
≡YPF – YPF SAAdd 168.85%599,5880.19
≡OPTU – ALTICE USA INCBuy5,939,0600.19
≡SOUTHERN CO/THEBuy7,766,0000.13
≡CABLE ONE INCAdd 22.07%7,099,0000.11
≡JETBLUE AIRWAYS CORPAdd 32.75%7,160,0000.10
≡SUNNOVA ENERGY INTERNATIONAL INCBuy12,750,0000.10
≡SEA LTDAdd 44.07%6,717,0000.10
≡PACIRA BIOSCIENCES INCBuy6,413,0000.10
≡BMA – BANCO MACRO SAAdd 6.91%30,0000.09
≡BAK – BRASKEM SAAdd 20.55%416,476−0.09
≡TWO HARBORS INVESTMENT CORPBuy4,625,0000.07
≡ASCENDIS PHARMA A/SAdd 88.82%3,987,0000.07
≡AZULD – AZUL SAAdd 33.59%615,000−0.07
≡NORWEGIAN CRUISE LINE HOLDINGS LTDBuy3,489,0000.07
≡GROUPON INCBuy4,835,0000.07
≡CHEGG INCBuy4,325,0000.06
≡VCSA 12/16/22 C10 – VACASA INCAdd 246.21%978,1600.06
≡HTHT – H WORLD GROUP LTDAdd 5.46%66,920−0.06
≡MANNKIND CORPBuy3,093,0000.06
≡MARATHON DIGITAL HOLDINGS INCBuy4,276,0000.06
≡LIBERTY MEDIA CORP-LIBERTY FORMULA ONEAdd 45.73%3,144,0000.06
≡FIRST MAJESTIC SILVER CORPAdd 20.01%3,273,0000.06
≡VALE – VALE SAAdd 10.73%1,236,3340.06
≡SAREPTA THERAPEUTICS INCAdd 119.45%2,389,0000.05
≡FIVERR INTERNATIONAL LTDAdd 87.02%3,398,0000.05
≡ENVESTNET INCAdd 30.77%2,600,0000.05
≡BIOMARIN PHARMACEUTICAL INCBuy2,936,0000.05
≡SHAKE SHACK INCAdd 55.95%3,481,0000.05
≡BANDWIDTH INCAdd 132.65%3,453,0000.04
≡FIVE9 INCBuy2,850,0000.04
≡H WORLD GROUP LTDAdd 45.96%2,980,6480.04
≡MESA LABORATORIES INCAdd 57.14%2,720,0000.04
≡NEVRO CORPBuy2,673,0000.04
≡COHERUS BIOSCIENCES INCBuy3,500,0000.04
≡REALREAL INC/THEBuy5,249,0000.04
≡CARDLYTICS INCAdd 355.40%2,502,0000.04
≡ESPERION THERAPEUTICS INCBuy2,495,0000.04
≡CYTOKINETICS INCBuy1,700,0000.04
≡ETSY INCAdd 49.93%2,508,0000.03
≡HDB – HDFC BANK LTDAdd 100.25%26,2720.03
≡DEXCOM INCBuy1,800,0000.03
≡SSR MINING INCAdd 49.72%1,849,0000.03
≡BLOCK INCBuy1,807,0000.03
≡JOYY – JOYY INCAdd 10.18%62,7910.03
≡UPWORK INCAdd 24.70%1,129,0000.02
≡BRIDGEBIO PHARMA INCAdd 60.11%1,198,0000.02
≡ARBOR REALTY TRUST INCAdd 40.55%1,011,0000.02
≡PENNYMAC MORTGAGE INVESTMENT TRUSTAdd 21.46%1,062,0000.02
≡TEO – TELECOM ARGENTINA SAAdd 13.96%369,7320.02
≡NIO INCAdd 70.76%963,0000.02
≡NUTANIX INCAdd 19.22%1,009,0000.01
≡ON SEMICONDUCTOR CORPAdd 15.13%1,099,0000.01
≡BILIBILI INCAdd 27.53%843,0000.01
≡AFFIRM HOLDINGS INCAdd 13.36%987,0000.01
≡FORD MOTOR COAdd 9.65%996,0000.01
≡INNOVIVA INCAdd 11.92%721,0000.01
≡UNITY SOFTWARE INCAdd 9.41%714,0000.01
≡DIGITALOCEAN HOLDINGS INCAdd 6.65%620,0000.01
≡TURNING POINT BRANDS INCAdd 18.28%496,0000.01
≡INDV – INDIVIOR PLCAdd 34.08%1,141,937−0.01
≡LENDINGTREE INCAdd 47.25%343,0000.01
≡BRIDGEBIO PHARMA INCAdd 8.19%289,0000.00
≡GREEN PLAINS INCAdd 12.28%398,000−0.00
0.34
≡BMA – BANCO MACRO SABuy434,3000.33
≡YUMC – YUM CHINA HOLDINGS INCBuy486,0570.30
≡JOYY – JOYY INCBuy616,6480.30
≡HTHT – H WORLD GROUP LTDAdd 12.35%134,6950.22
≡LIVE NATION ENTERTAINMENT INCBuy6,524,0000.12
≡PBR – PETROLEO BRASILEIRO SAAdd 6.98%332,9040.11
≡ON SEMICONDUCTOR CORPBuy7,262,0000.11
≡SOLAREDGE TECHNOLOGIES INCAdd 116.67%7,209,0000.11
≡YPF – YPF SABuy355,0910.11
≡NICE LTDBuy5,981,0000.10
≡ASCENDIS PHARMA A/SBuy4,489,0000.08
≡ALPHATEC HOLDINGS INCBuy4,684,0000.08
≡TEO – TELECOM ARGENTINA SAAdd 7.95%195,2000.08
≡PENNYMAC MORTGAGE INVESTMENT TRUSTBuy4,949,0000.07
≡IQIYI INCBuy4,400,0000.07
≡UPWORK INCBuy4,571,0000.06
≡H WORLD GROUP LTDAdd 66.62%2,593,0000.06
≡SSR MINING INCBuy3,719,0000.05
≡GREEN PLAINS INCBuy3,240,0000.05
≡POST HOLDINGS INCBuy2,894,0000.05
≡MARRIOTT VACATIONS WORLDWIDE CORPAdd 45.99%2,684,0000.05
≡LANTHEUS HOLDINGS INCAdd 175.43%2,456,0000.04
≡VCSA 12/16/22 C10 – VACASA INCBuy397,2880.04
≡NORWEGIAN CRUISE LINE HOLDINGS LTDAdd 99.36%2,484,0000.04
≡VALE – VALE SAAdd 22.52%2,116,9820.04
≡ALLIANT ENERGY CORPBuy2,600,0000.04
≡AKAMAI TECHNOLOGIES INCAdd 29.89%2,089,0000.04
≡BRIDGEBIO PHARMA INCBuy1,993,0000.03
≡INSMED INCBuy1,993,0000.03
≡ARRAY TECHNOLOGIES INCAdd 184.79%2,199,0000.03
≡FORD MOTOR COAdd 8.98%850,0000.03
≡ENVESTNET INCAdd 8.04%629,0000.03
≡LIBERTY MEDIA CORP-LIBERTY FORMULA ONEAdd 18.09%1,053,0000.02
≡HALOZYME THERAPEUTICS INCAdd 59.64%1,342,0000.02
≡PROGRESS SOFTWARE CORPBuy1,489,0000.02
≡LIBERTY MEDIA CORPBuy1,250,0000.02
≡HDB – HDFC BANK LTDBuy26,2060.02
≡8X8 INCAdd 28.75%1,684,0000.02
≡AIR TRANSPORT SERVICES GROUP INCAdd 12.61%765,0000.02
≡EWW – ISHARES MSCI MEXICO ETFBuy17,5680.02
≡EVENTBRITE INCBuy1,151,0000.02
≡XOMETRY INCBuy1,056,0000.01
≡LENDINGTREE INCBuy726,0000.01
≡BLOCK INCAdd 37.78%598,0000.01
≡CARDLYTICS INCBuy704,0000.01
≡BANDWIDTH INCAdd 22.78%483,0000.01
≡INDA – ISHARES MSCI INDIA ETFBuy10,9450.01
≡ALNYLAM PHARMACEUTICALS INCAdd 17.24%431,0000.01
≡IONIS PHARMACEUTICALS INCAdd 26.67%400,0000.01
≡AZULD – AZUL SAAdd 15.81%250,0000.00
40,495,000
1.04
≡AMX – AMERICA MOVIL SAB DE CVBuy2,298,8580.62
≡HTHT – H WORLD GROUP LTDBuy1,090,7950.53
≡VALE – VALE SAAdd 8.11%705,5200.48
≡BBD – BANCO BRADESCO SAAdd 8.15%2,588,4180.43
≡AU – ANGLOGOLD ASHANTI PLCAdd 8.22%446,1320.35
≡FCX – FREEPORT-MCMORAN INCAdd 7.82%211,6080.34
≡ITUB – ITAU UNIBANCO HOLDING SAAdd 9.05%761,0340.27
≡TPICQ – TPI COMPOSITES INCAdd 556.54%3,899,9030.25
≡LBTYB – LIBERTY GLOBAL LTDAdd 40.34%785,0000.22
≡NEW MOUNTAIN FINANCE CORPBuy14,522,0000.22
≡CHEESECAKE FACTORY INC/THEAdd 405.75%16,453,0000.21
≡PEBBLEBROOK HOTEL TRUSTAdd 191.49%14,239,0000.19
≡JD – JD.COM INCAdd 27.30%465,9880.19
≡WAYFAIR INCBuy13,873,0000.18
≡VLY – VALLEY NATIONAL BANCORPBuy1,000,0000.16
≡MICROSTRATEGY INCAdd 132.98%10,786,0000.16
≡CABLE ONE INCAdd 42.05%11,053,0000.15
≡BABA – ALIBABA GROUP HOLDING LTDBuy120,2710.14
≡ARBOR REALTY TRUST INCBuy8,920,0000.13
≡CRACKER BARREL OLD COUNTRY STORE INCAdd 213.31%9,522,0000.12
≡IBN – ICICI BANK LTDAdd 8.61%240,4110.11
≡BIOMARIN PHARMACEUTICAL INCBuy7,867,0000.11
≡ENVESTNET INCBuy7,820,0000.11
≡SNAP INCAdd 69.55%8,287,0000.11
≡SUMMIT HOTEL PROPERTIES INCBuy8,158,0000.11
≡TELADOC HEALTH INCAdd 105.93%7,309,0000.09
≡EURONET WORLDWIDE INCAdd 71.38%6,261,0000.09
≡LUMENTUM HOLDINGS INCAdd 63.27%6,483,0000.08
≡SOLAREDGE TECHNOLOGIES INCBuy6,179,0000.08
≡AFFIRM HOLDINGS INCAdd 29.77%5,189,0000.08
≡MARRIOTT VACATIONS WORLDWIDE CORPBuy5,836,0000.08
≡EZCORP INCAdd 76.80%5,531,0000.08
≡TX – TERNIUM SAAdd 7.41%66,0820.07
≡8X8 INCBuy5,858,0000.07
≡LIVEPERSON INCBuy4,946,0000.07
≡DIGITALOCEAN HOLDINGS INCAdd 30.36%4,089,0000.06
≡ENPHASE ENERGY INCBuy4,171,0000.06
≡LYFT INCAdd 34.88%3,678,0000.06
≡OMNICELL INCBuy3,753,0000.05
≡CHEFS WAREHOUSE INC/THEBuy3,487,0000.05
≡ATLANTICA SUSTAINABLE INFRASTRUCTURE JERSEY LTDAdd 66.10%3,294,0000.05
≡UPSTART HOLDINGS INCAdd 58.42%3,788,0000.05
≡SEMTECH CORPBuy3,766,0000.05
≡PERFICIENT INCAdd 13.42%2,936,0000.04
≡MESA LABORATORIES INCAdd 35.10%2,999,0000.04
≡ANYWHERE REAL ESTATE INCAdd 178.44%3,583,0000.04
≡AKAMAI TECHNOLOGIES INCAdd 47.79%2,260,0000.04
≡PONO CAPITAL THREE INCAdd 76.19%240,0000.04
≡H WORLD GROUP LTDAdd 178.00%2,492,0000.04
≡UNITY SOFTWARE INCAdd 26.17%2,306,0000.03
≡BILL HOLDINGS INCBuy2,352,0000.03
≡CLOUDFLARE INCAdd 30.86%1,992,0000.03
≡GLOBAL LIGHTS ACQUISITION CORPBuy200,0000.03
≡CONFLUENT INCBuy2,085,0000.03
≡REDFIN CORPAdd 18.71%1,739,0000.02
≡WAYFAIR INCAdd 17.16%1,454,0000.02
≡NORTHERN OIL AND GAS INCBuy1,400,0000.02
≡TURNING POINT BRANDS INCAdd 15.69%1,531,0000.02
≡IONIS PHARMACEUTICALS INCBuy1,500,0000.02
≡LANTHEUS HOLDINGS INCBuy1,400,0000.02
≡NUTANIX INCAdd 9.53%562,0000.02
≡BLACKSTONE MORTGAGE TRUST INCAdd 6.56%1,166,0000.02
≡AIR TRANSPORT SERVICES GROUP INCAdd 30.35%1,413,0000.02
≡SHAKE SHACK INCAdd 14.28%996,0000.02
≡EVENTBRITE INCAdd 9.03%1,179,0000.02
≡KAMAN CORPAdd 7.95%1,226,0000.02
≡CONMED CORPAdd 55.56%1,000,0000.02
≡TMT ACQUISITION CORPAdd 133.33%100,0000.02
≡FORD MOTOR COAdd 10.76%920,0000.02
≡SNAP INCAdd 25.00%500,0000.01
≡I3 VERTICALS INCAdd 41.89%850,0000.01
≡SHIFT4 PAYMENTS INCAdd 6.07%201,0000.01
≡BLOCK INCAdd 5.05%205,0000.01
≡QETAU – QUETTA ACQUISITION CORPBuy29,0000.00
≡AI TRANSPORTATION ACQUISITION CORPBuy20,0000.00
≡EF HUTTON ACQUISITION CORP IBuy75,0000.00
≡
EAGLE BULK SHIPPING INC
Buy
40,495,000
0.83
≡SPYPUT – STATE STREET CORPAdd 109.30%235,000−0.82
≡VALE – VALE SAAdd 11.71%911,3850.32
≡JD – JD.COM INCAdd 68.71%695,1800.27
≡BLACKSTONE MORTGAGE TRUST INCBuy17,771,0000.23
≡DOCUSIGN INCBuy14,592,0000.21
≡FIRST MAJESTIC SILVER CORPBuy18,030,0000.20
≡DBD – DIEBOLD NIXDORF INCBuy590,7740.16
≡BHC – BAUSCH HEALTH COS INCBuy1,300,0000.16
≡JFR – NUVEEN FLOATING RATE INCOME FUND/CLOSED-END FUNDBuy1,192,6910.14
≡EURONET WORLDWIDE INCBuy8,771,0000.12
≡LYFT INCAdd 269.35%7,690,0000.11
≡WAYFAIR INCBuy8,471,0000.11
≡BILIBILI INCBuy7,858,0000.10
≡TRIPADVISOR INCAdd 49.20%6,488,0000.10
≡PEBBLEBROOK HOTEL TRUSTBuy7,436,0000.09
≡M – MACYS INCBuy530,6750.09
≡LIBERTY MEDIA CORP-LIBERTY FORMULA ONEBuy5,822,0000.08
≡TELADOC HEALTH INCBuy6,900,0000.08
≡HERBALIFE LTDAdd 451.36%5,475,0000.08
≡INNOVIVA INCAdd 123.51%5,669,0000.07
≡TILRAY BRANDS INCBuy4,971,0000.07
≡REDWOOD TRUST INCAdd 10.47%2,078,0000.07
≡ATLANTICA SUSTAINABLE INFRASTRUCTURE JERSEY LTDBuy4,983,0000.07
≡MFA FINANCIAL INCAdd 22.39%3,043,0000.06
≡ETSY INCBuy4,190,0000.06
≡LIBERTY LATIN AMERICA LTDAdd 50.87%3,707,0000.06
≡MESA LABORATORIES INCAdd 83.57%3,890,0000.06
≡SQM – SOCIEDAD QUIMICA Y MINERA DE CHILE SAAdd 23.06%116,4950.06
≡DQ – DAQO NEW ENERGY CORPAdd 31.16%320,7890.05
≡BLOCK INCBuy4,058,0000.05
≡CRACKER BARREL OLD COUNTRY STORE INCBuy4,464,0000.05
≡CHEESECAKE FACTORY INC/THEBuy4,055,0000.05
≡KAMAN CORPAdd 14.27%1,926,0000.05
≡PENNYMAC MORTGAGE INVESTMENT TRUSTAdd 10.37%1,442,0000.05
≡TECHTARGET INCAdd 21.16%2,477,0000.04
≡ACCOLADE INCAdd 33.06%2,817,0000.04
≡3D SYSTEMS CORPBuy4,056,0000.04
≡TURNING POINT BRANDS INCAdd 26.00%2,013,0000.04
≡BILIBILI INCBuy2,491,0000.04
≡BLOCK INCBuy2,839,0000.03
≡ALNYLAM PHARMACEUTICALS INCBuy2,500,0000.03
≡SAREPTA THERAPEUTICS INCBuy2,000,0000.03
≡HALOZYME THERAPEUTICS INCBuy2,250,0000.03
≡SE – SEA LTDAdd 24.20%1,883,0000.03
≡BOX INCBuy1,900,0000.03
≡NRG ENERGY INCAdd 33.00%1,439,0000.03
≡I3 VERTICALS INCBuy2,029,0000.03
≡FARFETCH LTDBuy3,485,0000.03
≡WOLFSPEED INCAdd 83.63%2,676,0000.03
≡PDD HOLDINGS INCAdd 12.42%880,0000.02
≡H WORLD GROUP LTDBuy1,400,0000.02
≡NUTANIX INCAdd 22.93%1,100,0000.02
≡ARRAY TECHNOLOGIES INCBuy1,351,0000.02
≡ANYWHERE REAL ESTATE INCBuy2,008,0000.02
≡INSULET CORPBuy1,500,0000.02
≡JAZZ PHARMACEUTICALS PLCAdd 17.01%826,0000.02
≡CHEGG INCAdd 76.41%1,244,0000.02
≡BANDWIDTH INCAdd 40.17%1,596,0000.02
≡SHIFT4 PAYMENTS INCAdd 67.70%1,337,0000.02
≡GOLDEN STAR ACQUISITION CORPBuy100,0000.02
≡REALREAL INC/THEBuy2,029,0000.01
≡NORWEGIAN CRUISE LINE HOLDINGS LTDAdd 76.68%1,085,0000.01
≡NIO INCAdd 21.87%610,0000.01
≡GREENBRIER COS INC/THEAdd 6.87%319,0000.01
≡SHIFT4 PAYMENTS INCAdd 28.26%650,0000.01
≡REDFIN CORPAdd 20.18%1,561,0000.01
≡TEO – TELECOM ARGENTINA SAAdd 20.18%410,4150.01