CIK 1161927
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q2. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Equity Real Estate Investment Trusts (REITs) | 7.62% | 10 |
| Semiconductors & Semiconductor Equipment | 6.62% | 17 |
| Utilities | 6.16% | 7 |
| Insurance | 5.21% | 7 |
| Capital Markets | 4.69% | 8 |
| Commercial Services & Supplies | 4.62% | 8 |
| Machinery | 4.34% | 8 |
| Construction & Engineering | 4.06% | 7 |
| Specialty Retail | 3.93% | 6 |
| Oil, Gas & Consumable Fuels | 3.77% | 5 |
| Distributors | 3.66% | 9 |
| Banks | 3.61% | 5 |
| Software | 3.30% | 11 |
| Health Care Equipment & Supplies | 3.15% | 8 |
| Software & IT Services | 2.70% | 5 |
| Metals & Mining | 2.27% | 4 |
| Construction Materials | 2.24% | 3 |
| Chemicals | 2.07% | 5 |
| Hotels, Restaurants & Leisure | 2.06% | 4 |
| Pharmaceuticals & Biotechnology | 2.04% | 8 |
| Technology Hardware & Equipment | 1.83% | 5 |
| Health Care Providers & Services | 1.73% | 3 |
| Unclassified | 1.66% | 6 |
| Airlines | 1.62% | 1 |
| Marine | 1.57% | 2 |
| Food Products | 1.43% | 2 |
| Entertainment | 1.42% | 3 |
| Professional Services | 1.32% | 3 |
| Automobiles & Components | 1.32% | 3 |
| Communications Equipment | 1.17% | 2 |
| Media & Entertainment | 1.06% | 1 |
| Aerospace & Defense | 1.06% | 2 |
| Beverages | 1.04% | 2 |
| Household Durables | 0.93% | 1 |
| Life Sciences Tools & Services | 0.77% | 1 |
| Electrical Equipment & Components | 0.58% | 2 |
| Agricultural Products | 0.42% | 1 |
| Transportation Infrastructure | 0.31% | 2 |
| Textiles, Apparel & Luxury Goods | 0.28% | 2 |
| Road & Rail | 0.25% | 1 |
| Diversified Telecommunication Services | 0.09% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | VNOM | Viper Energy, Inc. | Energy | 1.87% |
| 2 | ADC | AGREE REALTY CORP | Real Estate | 1.83% |
| 3 | CBOE | Cboe Global Markets, Inc. | Financials | 1.64% |
| 4 | FHN | FIRST HORIZON CORP | Financials | 1.63% |
| 5 | DAL | DELTA AIR LINES, INC. | Industrials | 1.62% |
| 6 | PPL | PPL Corp | Utilities | 1.51% |
| 7 | CNP | CENTERPOINT ENERGY INC | Utilities | 1.51% |
| 8 | FOUR | Shift4 Payments, Inc. | Industrials | 1.50% |
| 9 | MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | 1.48% |
| 10 | EHC | Encompass Health Corp | Health Care | 1.45% |
186/191 names classified · sector 98.9% of weight · industry 98.3% · mkt cap 97.0%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 98.9% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 82.4% of book weight (152/188 names) · unclassified 17.6%: VNOM, FOUR, STAG, CNC, VIK, SN, MNST, AGNC, TTWO, UHAL.B +26 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | VNOMVIPER ENERGY INC | 1,366,112 | $71M | 1.9% | TRIM −26% |
| 2 | ADCAGREE RLTY CORP | 946,511 | $70M | 1.8% | ADD 4% |
| 3 | CBOECBOE GLOBAL MKTS INC | 302,996 | $62M | 1.6% | TRIM −10% |
| 4 | FHNFIRST HORIZON CORPORATION | 3,790,767 | $62M | 1.6% | TRIM −14% |
| 5 | DALDELTA AIR LINES INC | 1,198,192 | $62M | 1.6% | ADD 71% |
| 6 | PPLPPL CORP | 1,811,946 | $57M | 1.5% | ADD 16% |
| 7 | CNPCENTERPOINT ENERGY INC | 1,942,773 | $57M | 1.5% | HOLD |
| 8 | FOURSHIFT4 PMTS INC | 592,205 | $57M | 1.5% | TRIM −11% |
| 9 | MAAMID-AMER APT CMNTYS INC | 367,374 | $56M | 1.5% | ADD 3% |
| 10 | EHCENCOMPASS HEALTH CORP | 576,276 | $55M | 1.5% | ADD 7% |
| 11 | PWRQUANTA SVCS INC | 176,056 | $54M | 1.4% | TRIM −24% |
| 12 | CORCENCORA INC | 228,142 | $51M | 1.3% | ADD 14% |
| 13 | STAGSTAG INDL INC | 1,331,870 | $50M | 1.3% | TRIM −4% |
| 14 | CASYCASEYS GEN STORES INC | 128,226 | $49M | 1.3% | TRIM −19% |
| 15 | EQTEQT CORP | 1,292,475 | $48M | 1.3% | ADD 112% |
| 16 | CNCCENTENE CORP DEL | 663,555 | $48M | 1.3% | ADD 35% |
| 17 | WECWEC ENERGY GROUP INC | 434,676 | $41M | 1.1% | HOLD |
| 18 | APPAPPLOVIN CORP | 279,672 | $41M | 1.1% | TRIM −36% |
| 19 | OMCOMNICOM GROUP INC | 392,229 | $40M | 1.1% | ADD 2% |
| 20 | DHID R HORTON INC | 214,660 | $39M | 1.0% | TRIM −2% |
| 21 | AXSAXIS CAP HLDGS LTD | 486,740 | $39M | 1.0% | TRIM −6% |
| 22 | EVREVERCORE INC | 145,751 | $39M | 1.0% | TRIM −44% |
| 23 | VIKVIKING HOLDINGS LTD | 980,650 | $37M | 1.0% | NEW |
| 24 | EWEDWARDS LIFESCIENCES CORP | 533,289 | $36M | 1.0% | TRIM −32% |
| 25 | SNSHARKNINJA INC | 331,084 | $36M | 0.9% | TRIM −6% |
| 26 | MRVLMARVELL TECHNOLOGY INC | 479,426 | $35M | 0.9% | HOLD |
| 27 | HUBBHUBBELL INC | 76,843 | $35M | 0.9% | TRIM −18% |
| 28 | URIUNITED RENTALS INC | 41,756 | $34M | 0.9% | TRIM −15% |
| 29 | GEHCGE HEALTHCARE TECHNOLOGIES I | 370,503 | $34M | 0.9% | NEW |
| 30 | PHPARKER-HANNIFIN CORP | 52,686 | $34M | 0.9% | TRIM −9% |
| 31 | MLMMARTIN MARIETTA MATLS INC | 61,088 | $33M | 0.9% | ADD 93% |
| 32 | CFGCITIZENS FINL GROUP INC | 764,262 | $33M | 0.9% | ADD 20% |
| 33 | CIENCIENA CORP | 469,622 | $32M | 0.8% | ADD 18% |
| 34 | ATOATMOS ENERGY CORP | 229,010 | $32M | 0.8% | ADD 6% |
| 35 | HBANHUNTINGTON BANCSHARES INC | 2,029,816 | $31M | 0.8% | TRIM −22% |
| 36 | MUSAMURPHY USA INC | 63,343 | $31M | 0.8% | TRIM −17% |
| 37 | ATIALLEGHENY TECHNOLOGIES INC | 475,384 | $30M | 0.8% | ADD 7% |
| 38 | MCHPMICROCHIP TECHNOLOGY INC. | 386,420 | $30M | 0.8% | ADD 78% |
| 39 | RBARB GLOBAL INC | 374,071 | $30M | 0.8% | ADD 4% |
| 40 | AAGILENT TECHNOLOGIES INC | 203,514 | $29M | 0.8% | TRIM −23% |
| 41 | EGEVEREST GROUP LTD | 73,063 | $29M | 0.8% | ADD 43% |
| 42 | TXTTEXTRON INC | 325,329 | $29M | 0.8% | TRIM −5% |
| 43 | BYDBOYD GAMING CORP | 450,857 | $29M | 0.8% | ADD 2% |
| 44 | PLTRPALANTIR TECHNOLOGIES INC | 638,802 | $28M | 0.7% | TRIM −79% |
| 45 | DARDARLING INGREDIENTS INC | 745,637 | $28M | 0.7% | ADD 39% |
| 46 | THOTHOR INDS INC | 250,928 | $28M | 0.7% | ADD 25% |
| 47 | BCBRUNSWICK CORP | 334,062 | $28M | 0.7% | TRIM −6% |
| 48 | XYLXYLEM INC | 198,395 | $27M | 0.7% | TRIM −6% |
| 49 | TKOTKO GROUP HOLDINGS INC | 212,017 | $27M | 0.7% | TRIM −33% |
| 50 | MNSTMONSTER BEVERAGE CORP NEW | 521,605 | $27M | 0.7% | NEW |
| 51 | HSYHERSHEY CO | 143,456 | $27M | 0.7% | ADD 21% |
| 52 | BAHBOOZ ALLEN HAMILTON HLDG COR | 164,603 | $26M | 0.7% | TRIM −16% |
| 53 | OCOWENS CORNING NEW | 144,767 | $26M | 0.7% | ADD 7% |
| 54 | EXPEAGLE MATLS INC | 88,414 | $26M | 0.7% | TRIM −6% |
| 55 | VRTVERTIV HOLDINGS CO | 226,707 | $25M | 0.7% | TRIM −6% |
| 56 | AGNCAGNC Investment Corp | 2,458,812 | $25M | 0.7% | NEW |
| 57 | EGPEASTGROUP PPTYS INC | 141,034 | $25M | 0.7% | TRIM −6% |
| 58 | LVSLAS VEGAS SANDS CORP | 474,180 | $25M | 0.7% | TRIM −5% |
| 59 | GTLSCHART INDS INC | 193,296 | $25M | 0.6% | TRIM −36% |
| 60 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 157,880 | $24M | 0.6% | TRIM −17% |
| 61 | NBIXNEUROCRINE BIOSCIENCES INC | 203,501 | $24M | 0.6% | ADD 7% |
| 62 | LNGCheniere Energy, Inc | 123,137 | $23M | 0.6% | HOLD |
| 63 | WTMWHITE MTNS INS GROUP LTD | 12,839 | $23M | 0.6% | TRIM −14% |
| 64 | ULTAULTA BEAUTY INC | 63,069 | $23M | 0.6% | HOLD |
| 65 | BF.BBROWN FORMAN CORP | 476,903 | $23M | 0.6% | ADD 41% |
| 66 | HSICHENRY SCHEIN INC | 318,865 | $22M | 0.6% | ADD 39% |
| 67 | KEXKIRBY CORP | 178,896 | $22M | 0.6% | HOLD |
| 68 | NVRNVR INC | 2,334 | $22M | 0.6% | HOLD |
| 69 | ORLYOREILLY AUTOMOTIVE INC | 18,524 | $22M | 0.6% | TRIM −7% |
| 70 | UHAL.BU HAUL HOLDING COMPANY | 321,295 | $22M | 0.6% | HOLD |
| 71 | WDAYWORKDAY INC | 89,831 | $22M | 0.6% | ADD 183% |
| 72 | FCXFREEPORT MCMORAN INC | 428,282 | $21M | 0.6% | ADD 22% |
| 73 | ZSZSCALER INC | 107,462 | $21M | 0.6% | NEW |
| 74 | CHDCHURCH & DWIGHT CO INC | 209,550 | $21M | 0.6% | ADD 53% |
| 75 | CARRCARRIER GLOBAL CORPORATION | 258,449 | $21M | 0.6% | TRIM −22% |
| 76 | ACGLARCH CAP GROUP LTD | 181,169 | $21M | 0.5% | TRIM −7% |
| 77 | BWXTBWX TECHNOLOGIES INC | 174,518 | $20M | 0.5% | ADD 19% |
| 78 | KEYSKEYSIGHT TECHNOLOGIES INC | 128,448 | $20M | 0.5% | NEW |
| 79 | TXRHTEXAS ROADHOUSE INC | 114,693 | $20M | 0.5% | TRIM −19% |
| 80 | UDRUDR INC | 454,961 | $20M | 0.5% | ADD 42% |
| 81 | CRBGCOREBRIDGE FINL INC | 647,291 | $20M | 0.5% | ADD 12% |
| 82 | ITGARTNER INC | 37,180 | $19M | 0.5% | TRIM −23% |
| 83 | MDBMONGODB INC | 65,772 | $19M | 0.5% | NEW |
| 84 | STEPSTEPSTONE GROUP INC | 316,570 | $19M | 0.5% | NEW |
| 85 | DDDUPONT DE NEMOURS INC | 216,899 | $19M | 0.5% | NEW |
| 86 | LYVLIVE NATION ENTERTAINMENT IN | 163,232 | $19M | 0.5% | TRIM −27% |
| 87 | CLHCLEAN HARBORS INC | 71,639 | $19M | 0.5% | TRIM −35% |
| 88 | BROBROWN & BROWN INC | 174,908 | $18M | 0.5% | TRIM −7% |
| 89 | AMEAMETEK INC | 107,347 | $18M | 0.5% | TRIM −22% |
| 90 | TRGPTARGA RES CORP | 108,507 | $18M | 0.5% | NEW |
| 91 | CSLCARLISLE COS INC | 37,973 | $18M | 0.5% | NEW |
| 92 | AGIALAMOS GOLD INC NEW | 910,486 | $18M | 0.5% | TRIM −2% |
| 93 | LKQLKQ CORP | 456,365 | $18M | 0.5% | ADD 39% |
| 94 | CLSCELESTICA INC | 278,050 | $18M | 0.5% | NEW |
| 95 | GEVGE VERNOVA INC | 64,932 | $17M | 0.5% | TRIM −38% |
| 96 | AEMAGNICO EAGLE MINES LTD | 211,610 | $17M | 0.4% | TRIM −2% |
| 97 | CTVACORTEVA INC | 282,833 | $16M | 0.4% | TRIM −8% |
| 98 | HSTHOST HOTELS & RESORTS INC | 897,448 | $16M | 0.4% | ADD 38% |
| 99 | CUZCOUSINS PPTYS INC | 538,258 | $16M | 0.4% | NEW |
| 100 | WLKWESTLAKE CORPORATION | 109,123 | $16M | 0.4% | ADD 15% |
| 101 | NENOBLE CORP PLC | 434,686 | $16M | 0.4% | TRIM −27% |
| 102 | CSGPCOSTAR GROUP INC | 200,111 | $15M | 0.4% | ADD 51% |
| 103 | PIIMPINJ INC | 63,364 | $15M | 0.4% | TRIM −22% |
| 104 | AITAPPLIED INDL TECHNOLOGIES IN | 64,842 | $15M | 0.4% | TRIM −14% |
| 105 | TERTERADYNE INC | 110,849 | $15M | 0.4% | TRIM −36% |
| 106 | JKHYHENRY JACK & ASSOC INC | 79,155 | $15M | 0.4% | TRIM −2% |
| 107 | MPWRMONOLITHIC PWR SYS INC | 15,436 | $14M | 0.4% | TRIM −40% |
| 108 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 377,561 | $14M | 0.4% | TRIM −14% |
| 109 | ROSTROSS STORES INC | 97,264 | $14M | 0.4% | ADD 71% |
| 110 | DYDYCOM INDS INC | 72,472 | $14M | 0.4% | TRIM −14% |
| 111 | MORNMORNINGSTAR INC | 38,863 | $13M | 0.3% | TRIM −9% |
| 112 | IBKRINTERACTIVE BROKERS GROUP IN | 86,345 | $13M | 0.3% | TRIM −43% |
| 113 | COKECOCA COLA CONS INC | 10,126 | $13M | 0.3% | NEW |
| 114 | PAYCPAYCOM SOFTWARE INC | 77,953 | $13M | 0.3% | TRIM −9% |
| 115 | FNFABRINET | 46,606 | $12M | 0.3% | TRIM −14% |
| 116 | LMATLEMAITRE VASCULAR INC | 132,999 | $12M | 0.3% | TRIM −14% |
| 117 | IBPINSTALLED BLDG PRODS INC | 49,986 | $12M | 0.3% | TRIM −14% |
| 118 | HOODROBINHOOD MKTS INC | 450,097 | $12M | 0.3% | TRIM −49% |
| 119 | ALGMALLEGRO MICROSYSTEMS INC | 555,902 | $12M | 0.3% | ADD 43% |
| 120 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 462,725 | $12M | 0.3% | TRIM −14% |
| 121 | APTVAPTIV PLC | 159,244 | $11M | 0.3% | NEW |
| 122 | PATKPATRICK INDS INC | 79,398 | $11M | 0.3% | TRIM −14% |
| 123 | PLUSEPLUS INC | 109,167 | $11M | 0.3% | TRIM −14% |
| 124 | ALGNALIGN TECHNOLOGY INC | 46,196 | $10M | 0.3% | TRIM −15% |
| 125 | PJTPJT PARTNERS INC | 71,008 | $10M | 0.3% | TRIM −14% |
| 126 | HQYHEALTHEQUITY INC | 118,277 | $10M | 0.3% | TRIM −14% |
| 127 | HALOHALOZYME THERAPEUTICS INC | 188,394 | $10M | 0.3% | TRIM −14% |
| 128 | RMBSRAMBUS INC DEL | 226,269 | $10M | 0.3% | NEW |
| 129 | TSCOTRACTOR SUPPLY CO | 32,446 | $10M | 0.3% | TRIM −2% |
| 130 | CNSCOHEN & STEERS INC | 104,565 | $10M | 0.3% | TRIM −14% |
| 131 | ITGRINTEGER HLDGS CORP | 74,464 | $10M | 0.3% | TRIM −14% |
| 132 | XPOXPO INC | 83,114 | $10M | 0.3% | TRIM −27% |
| 133 | PEVERPURE INC | 178,761 | $10M | 0.2% | TRIM −43% |
| 134 | VCELVERICEL CORP | 224,839 | $9M | 0.2% | TRIM −14% |
| 135 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 183,979 | $9M | 0.2% | TRIM −27% |
| 136 | NXTNEXTPOWER INC | 259,412 | $9M | 0.2% | TRIM −11% |
| 137 | DSGXDESCARTES SYS GROUP INC | 85,547 | $9M | 0.2% | TRIM −14% |
| 138 | LNTHLANTHEUS HLDGS INC | 77,145 | $9M | 0.2% | TRIM −14% |
| 139 | ICUIICU MED INC | 48,050 | $9M | 0.2% | TRIM −14% |
| 140 | BOXBOX INC | 257,548 | $8M | 0.2% | TRIM −14% |
| 141 | CTRECareTrust REIT, Inc. | 277,112 | $8M | 0.2% | TRIM −14% |
| 142 | OSWONESPAWORLD HOLDINGS LIMITED | 498,395 | $8M | 0.2% | TRIM −14% |
| 143 | PLXSPLEXUS CORP | 57,677 | $8M | 0.2% | TRIM −14% |
| 144 | ARIS WATER SOLUTIONS INC | 434,768 | $8M | 0.2% | TRIM −14% |
| 145 | NSPINSPERITY INC | 82,218 | $7M | 0.2% | TRIM −14% |
| 146 | KRYSKRYSTAL BIOTECH INC | 40,100 | $7M | 0.2% | TRIM −14% |
| 147 | ROADCONSTRUCTION PARTNERS INC | 96,237 | $7M | 0.2% | TRIM −14% |
| 148 | AXAXOS FINANCIAL INC | 108,497 | $7M | 0.2% | TRIM −14% |
| 149 | SUPNSUPERNUS PHARMACEUTICALS INC | 208,613 | $7M | 0.2% | TRIM −14% |
| 150 | CGNXCOGNEX CORP | 172,912 | $7M | 0.2% | TRIM −53% |
| 151 | CORTCORCEPT THERAPEUTICS INC | 149,569 | $7M | 0.2% | NEW |
| 152 | ADUSADDUS HOMECARE CORP | 51,869 | $7M | 0.2% | TRIM −2% |
| 153 | CHEFCHEFS WHSE INC | 168,575 | $7M | 0.2% | TRIM −14% |
| 154 | AEISADVANCED ENERGY INDS | 61,019 | $7M | 0.2% | TRIM −14% |
| 155 | INTAINTAPP INC | 138,252 | $7M | 0.2% | TRIM −14% |
| 156 | KINIKSA PHARMACEUTICALS INTE | 222,779 | $6M | 0.2% | ADD 55% |
| 157 | LGIHLGI HOMES INC | 52,415 | $6M | 0.2% | TRIM −14% |
| 158 | CECOCECO ENVIRONMENTAL CORP | 212,452 | $6M | 0.2% | ADD 7% |
| 159 | UFPTUFP TECHNOLOGIES INC | 18,138 | $6M | 0.1% | TRIM −14% |
| 160 | GIIIG-III APPAREL GROUP LTD | 182,240 | $6M | 0.1% | TRIM −14% |
| 161 | MGPIMGP INGREDIENTS INC NEW | 69,845 | $6M | 0.1% | TRIM −14% |
| 162 | QLYSQUALYS INC | 43,951 | $6M | 0.1% | TRIM −14% |
| 163 | IIIVI3 VERTICALS INC | 235,071 | $5M | 0.1% | TRIM −14% |
| 164 | AXSMAXSOME THERAPEUTICS INC. | 59,878 | $5M | 0.1% | TRIM −14% |
| 165 | AINALBANY INTL CORP | 71,995 | $5M | 0.1% | TRIM −14% |
| 166 | AMBAAMBARELLA INC | 86,931 | $5M | 0.1% | TRIM −4% |
| 167 | GICGLOBAL INDUSTRIAL COMPANY | 157,461 | $5M | 0.1% | TRIM −14% |
| 168 | ASPNASPEN AEROGELS INC | 220,332 | $5M | 0.1% | NEW |
| 169 | BCPCBALCHEM CORP | 28,838 | $5M | 0.1% | TRIM −54% |
| 170 | MTRNMATERION CORP | 46,713 | $5M | 0.1% | TRIM −27% |
| 171 | AMSCAMERICAN SUPERCONDUCTOR CORP | 198,035 | $5M | 0.1% | NEW |
| 172 | UCTTULTRA CLEAN HLDGS INC | 119,566 | $5M | 0.1% | TRIM −14% |
| 173 | CAKECHEESECAKE FACTORY INC | 119,623 | $5M | 0.1% | TRIM −14% |
| 174 | EEEXCELERATE ENERGY INC | 199,118 | $5M | 0.1% | TRIM −14% |
| 175 | EVHEVOLENT HEALTH INC | 166,514 | $5M | 0.1% | HOLD |
| 176 | HTHHILLTOP HOLDINGS INC | 143,114 | $4M | 0.1% | TRIM −14% |
| 177 | POWIPOWER INTEGRATIONS INC | 69,652 | $4M | 0.1% | TRIM −14% |
| 178 | VICRVICOR CORP | 106,603 | $4M | 0.1% | TRIM −14% |
| 179 | CLBCORE LABORATORIES INC | 221,215 | $4M | 0.1% | TRIM −14% |
| 180 | MGNIMAGNITE INC | 348,946 | $4M | 0.1% | TRIM −14% |
| 181 | KRPKIMBELL RTY PARTNERS LP | 249,442 | $4M | 0.1% | TRIM −14% |
| 182 | USPHU S PHYSICAL THERAPY | 46,822 | $4M | 0.1% | TRIM −14% |
| 183 | ENOVENOVIS CORPORATION | 93,118 | $4M | 0.1% | ADD 2% |
| 184 | UMHUMH PPTYS INC | 196,646 | $4M | 0.1% | TRIM −14% |
| 185 | PDPAGERDUTY INC | 189,615 | $3M | 0.1% | TRIM −14% |
| 186 | ZDZIFF DAVIS INC | 73,801 | $3M | 0.1% | TRIM −14% |
| 187 | AMNAMN HEALTHCARE SERVICES INC | 82,808 | $3M | 0.1% | TRIM −14% |
| 188 | CERTCERTARA INC | 272,361 | $3M | 0.1% | TRIM −14% |
| 189 | VERINT SYS INC | 119,427 | $3M | 0.1% | TRIM −14% |
| 190 | LINDLINDBLAD EXPEDITIONS HLDGS I | 228,663 | $2M | 0.1% | TRIM −14% |
| 191 | ENVESTNET INC | 33,519 | $2M | 0.1% | TRIM −61% |
Where this firm's principals came from and which firms its alumni went on to found.