WELD CAPITAL MANAGEMENT LLC

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CIK 1739943

13F portfolio (2021-Q2)

$99M

Positions

209

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2021-Q1. 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.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

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.

Exposures · what this manager owns, by sector & size (2021-Q2)

Holdings

209

Top 5

8.9%

Top 10

15.0%

Effective N

148.5

HHI

0.007

This quarter

119 new · 0 exit →

By sector

Financials17.0%

Consumer Discretionary16.7%

Information Technology16.4%

Industrials12.6%

Real Estate7.4%

Communication Services5.6%

Materials5.3%

Unclassified5.1%

Other13.9%

By market cap

Large ($10–200B)63.9%

Mega (>$200B)13.0%

Mid ($2–10B)12.9%

Unknown7.0%

Small ($300M–2B)3.1%

By region

North America93.2%

Other5.1%

Asia-Pacific1.8%

By industry group GICS — finer than sector

Industry group	Weight	Names
Hotels, Restaurants & Leisure	10.61%	16
Equity Real Estate Investment Trusts (REITs)	7.45%	16
Commercial Services & Supplies	6.36%	13
Insurance	6.21%	13
Technology Hardware & Equipment	6.02%	10
Unclassified	5.63%	15
Banks	4.81%	9
Utilities	4.67%	9
Software & IT Services	4.48%	11
Chemicals	3.97%	5
Software	3.76%	10
Machinery	3.36%	9
Capital Markets	3.18%	6
Specialty Retail	2.52%	9
Entertainment	2.47%	2
Health Care Equipment & Supplies	2.36%	5
Pharmaceuticals & Biotechnology	1.96%	5
Oil, Gas & Consumable Fuels	1.81%	3
Textiles, Apparel & Luxury Goods	1.73%	4
Semiconductors & Semiconductor Equipment	1.73%	4
Diversified Telecommunication Services	1.69%	1
Food Products	1.62%	3
Transportation Infrastructure	1.51%	3
Road & Rail	1.14%	2
Automobiles & Components	0.94%	2
Paper & Forest Products	0.88%	3
Aerospace & Defense	0.79%	2
Media & Entertainment	0.70%	2
Tobacco	0.64%	1
Marine	0.62%	2
Electrical Equipment & Components	0.62%	2
Construction & Engineering	0.59%	2
Distributors	0.59%	2
Communications Equipment	0.50%	1
Professional Services	0.48%	1
Beverages	0.35%	1
Life Sciences Tools & Services	0.29%	1
Diversified Consumer Services	0.25%	1
Construction Materials	0.25%	1
Food & Staples Retailing	0.23%	1
Metals & Mining	0.23%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	PG	PROCTER & GAMBLE Co	Materials	1.82%
2	BAC	BANK OF AMERICA CORP /DE/	Financials	1.82%
3	HLT	Hilton Worldwide Holdings Inc.	Consumer Discretionary	1.79%
4	LYV	Live Nation Entertainment, Inc.	Communication Services	1.75%
5	VZ	VERIZON COMMUNICATIONS INC	Communication Services	1.69%
6	AAPL	Apple Inc.	Information Technology	1.52%
7	SBUX	STARBUCKS CORP	Consumer Discretionary	1.18%
8	MGM	MGM Resorts International	Consumer Discretionary	1.17%
9	AFL	AFLAC INC	Financials	1.13%
10	V	VISA INC.	Financials	1.13%

195/209 names classified · sector 94.9% of weight · industry 94.4% · mkt cap 93.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 11 quarters

Consumer DiscretionaryORLY, SBUX, MGM, HLT, BBY · other

Information TechnologyAAPL, GE, AMD, FFIV, MSFT · other

FinancialsC, GS, BAC, V, AFL · other

IndustrialsUNP, LRCX, G, XYL, TTC · other

Health CareBMY, VRTX, HAE, UTHR, PODD · other

MaterialsKMB, OC, PG, CLX, AWI · other

Real EstateELS, BXP, VNO, CPT, ARI · other

Communication ServicesGOOGL, META, VZ, LYV, DIS · other

Consumer StaplesTAP, KO, PEP, GO, HSY · other

UtilitiesDTE, NRG, CMS, SRE, IDA · other

EnergySLB, MPC, EOG, VVV, COP · other

UnclassifiedLIFE STORAGE INC, DUNKIN BRANDS GROUP INC, MAXIM INTEGRATED PRODS INC, VEREIT INC, HESS CORP · other

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: 94.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2021-Q2), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (175 classified)WELD CAPITAL MANAGEMENT LLC centroid (Mid Core)

FinancialsConsumer DiscretionaryInformation TechnologyIndustrialsReal EstateMaterialsUtilitiesCommunication ServicesHealth CareConsumer StaplesEnergy

Style box summary for WELD CAPITAL MANAGEMENT LLC: centroid Mid Core. Heaviest cells: Mid Value 13.0%, Large Value 11.5%, Mid Growth 11.4%.

Classified: 86.4% of book weight (175/199 names) · unclassified 13.6%: , LYV, NTES, BILI, BRK.B, DOX, NET, ELAN, ARE, CZR +14 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 209 positions (2021-Q2) · largest first · Δ vs 2021-Q1

#	Security	Shares	Value	Weight	Δ QoQ
1	PGPROCTER AND GAMBLE CO	13,365	$2M	1.8%	ADD 261%
2	BACBANK AMERICA CORP	43,687	$2M	1.8%	NEW
3	HLTHILTON WORLDWIDE HLDGS INC	14,663	$2M	1.8%	ADD 59%
4	LYVLIVE NATION ENTERTAINMENT IN	19,793	$2M	1.8%	ADD 145%
5	VZVERIZON COMMUNICATIONS INC	29,865	$2M	1.7%	NEW
6	AAPLAPPLE INC	10,959	$2M	1.5%	NEW
7	SBUXSTARBUCKS CORP	10,413	$1M	1.2%	NEW
8	MGMMGM RESORTS INTERNATIONAL	27,232	$1M	1.2%	TRIM −60%
9	AFLAFLAC INC	20,844	$1M	1.1%	TRIM −7%
10	VVISA INC	4,779	$1M	1.1%	TRIM −6%
11	ICEINTERCONTINENTAL EXCHANGE IN	8,582	$1M	1.0%	TRIM −49%
12	FFIVF5 INC	5,081	$948,000	1.0%	NEW
13	WYNNWYNN RESORTS LTD	7,710	$943,000	1.0%	ADD 150%
14	LVSLAS VEGAS SANDS CORP	17,482	$921,000	0.9%	NEW
15	CPTCAMDEN PPTY TR	6,900	$915,000	0.9%	NEW
16	PGRPROGRESSIVE CORP	9,180	$902,000	0.9%	NEW
17	MARMARRIOTT INTL INC NEW	6,561	$896,000	0.9%	TRIM −52%
18	MPCMARATHON PETE CORP	14,628	$884,000	0.9%	ADD 15%
19	ISRGINTUITIVE SURGICAL INC	895	$823,000	0.8%	TRIM −33%
20	RLRALPH LAUREN CORP	6,971	$821,000	0.8%	NEW
21	SRESEMPRA	6,187	$820,000	0.8%	NEW
22	HSYHERSHEY CO	4,674	$814,000	0.8%	TRIM −27%
23	NRGNRG ENERGY INC	19,957	$804,000	0.8%	NEW
24	JKHYHENRY JACK & ASSOC INC	4,908	$803,000	0.8%	NEW
25	CLXCLOROX CO DEL	4,449	$800,000	0.8%	NEW
26	BXPBXP INC	6,723	$770,000	0.8%	NEW
27	KRCKILROY RLTY CORP	11,031	$768,000	0.8%	ADD 30%
28	UNPUNION PAC CORP	3,444	$757,000	0.8%	TRIM −76%
29	AMDADVANCED MICRO DEVICES INC	7,856	$738,000	0.7%	TRIM −76%
30	GOOGLALPHABET INC	299	$730,000	0.7%	TRIM −82%
31	DISDISNEY WALT CO	4,045	$711,000	0.7%	TRIM −59%
32	TSLATESLA INC	1,011	$687,000	0.7%	NEW
33	AKAMAKAMAI TECHNOLOGIES INC	5,760	$672,000	0.7%	TRIM −23%
34	SWKSTANLEY BLACK & DECKER INC	3,238	$664,000	0.7%	NEW
35	WMBWILLIAMS COS INC	25,001	$664,000	0.7%	NEW
36	FISVFISERV INC	6,073	$649,000	0.7%	TRIM −31%
37	SKECHERS U S A INC CL A	12,985	$647,000	0.7%	TRIM −42%
38	ELLAUDER ESTEE COS INC	2,024	$644,000	0.7%	NEW
39	SOSOUTHERN CO	10,609	$642,000	0.6%	NEW
40	EWEDWARDS LIFESCIENCES CORP	6,152	$637,000	0.6%	ADD 17%
41	PMPHILIP MORRIS INTL INC	6,402	$635,000	0.6%	NEW
42	KIMKIMCO RLTY CORP	29,990	$625,000	0.6%	NEW
43	NTESNETEASE COM INC	5,355	$617,000	0.6%	TRIM −52%
44	TRMBTRIMBLE INC	7,472	$611,000	0.6%	NEW
45	EXPEEXPEDIA GROUP INC	3,703	$606,000	0.6%	NEW
46	ALLEALLEGION PLC	4,351	$606,000	0.6%	NEW
47	MAAMID-AMER APT CMNTYS INC	3,591	$605,000	0.6%	TRIM −54%
48	DHRDANAHER CORP DEL	2,241	$601,000	0.6%	ADD 44%
49	AIGAMERICAN INTL GROUP INC	12,612	$600,000	0.6%	ADD 69%
50	PYPLPAYPAL HLDGS INC	2,046	$596,000	0.6%	TRIM −75%
51	ABBVABBVIE INC	5,212	$587,000	0.6%	TRIM −21%
52	BILIBILIBILI INC	4,736	$577,000	0.6%	NEW
53	MTBM & T BK CORP	3,947	$574,000	0.6%	NEW
54	LLOEWS CORP	10,259	$561,000	0.6%	TRIM −55%
55	SYFSYNCHRONY FINANCIAL	11,572	$561,000	0.6%	NEW
56	BENFRANKLIN RESOURCES INC	17,486	$559,000	0.6%	NEW
57	BRK.BBERKSHIRE HATHAWAY INC DEL	2,007	$558,000	0.6%	TRIM −73%
58	ADSKAUTODESK INC	1,902	$555,000	0.6%	ADD 20%
59	ARANTERO RESOURCES CORP	36,412	$547,000	0.6%	NEW
60	ESEVERSOURCE ENERGY	6,772	$543,000	0.5%	TRIM −51%
61	CCICROWN CASTLE INC	2,756	$538,000	0.5%	NEW
62	FTNTFORTINET INC	2,247	$535,000	0.5%	NEW
63	SCHWSCHWAB CHARLES CORP	7,345	$535,000	0.5%	NEW
64	MAMASTERCARD INCORPORATED	1,434	$524,000	0.5%	TRIM −30%
65	SIX FLAGS ENTMT CORP NEW	12,057	$522,000	0.5%	TRIM −42%
66	DOXAMDOCS LTD	6,634	$513,000	0.5%	TRIM −38%
67	PNRPENTAIR PLC	7,560	$510,000	0.5%	ADD 75%
68	QCOMQUALCOMM INC	3,464	$495,000	0.5%	NEW
69	AMTAMERICAN TOWER CORP	1,819	$491,000	0.5%	NEW
70	ORCLORACLE CORP	6,265	$488,000	0.5%	ADD 70%
71	BABOEING CO	2,014	$482,000	0.5%	NEW
72	KLACKLA CORP	1,477	$479,000	0.5%	TRIM −39%
73	WMWASTE MGMT INC DEL	3,419	$479,000	0.5%	NEW
74	FCNFTI CONSULTING INC	3,482	$476,000	0.5%	NEW
75	NOVNOV INC	30,381	$465,000	0.5%	NEW
76	KMPRKEMPER CORP	6,277	$464,000	0.5%	NEW
77	NETCLOUDFLARE INC	4,366	$462,000	0.5%	TRIM −45%
78	CNKCINEMARK HOLDINGS INC	20,989	$461,000	0.5%	NEW
79	BKNGBOOKING HOLDINGS INC	210	$459,000	0.5%	NEW
80	HUDSON PAC PPTYS INC	16,208	$451,000	0.5%	NEW
81	ARMKARAMARK	12,065	$449,000	0.5%	NEW
82	FLEETCOR TECHNOLOGIES INC	1,722	$441,000	0.4%	TRIM −59%
83	CAGCONAGRA BRANDS INC	12,034	$438,000	0.4%	NEW
84	EXREXTRA SPACE STORAGE INC	2,662	$436,000	0.4%	TRIM −59%
85	BLMNBLOOMIN BRANDS INC	15,984	$434,000	0.4%	NEW
86	MUSAMURPHY USA INC	3,240	$432,000	0.4%	NEW
87	DRIDARDEN RESTAURANTS INC	2,955	$431,000	0.4%	TRIM −22%
88	EXPDEXPEDITORS INTL WASH INC	3,387	$429,000	0.4%	TRIM −61%
89	TRVTRAVELERS COMPANIES INC	2,865	$429,000	0.4%	ADD 8%
90	DINDINE BRANDS GLOBAL INC	4,722	$421,000	0.4%	NEW
91	GILDGILEAD SCIENCES INC	6,050	$417,000	0.4%	NEW
92	KMBKIMBERLY-CLARK CORP	3,027	$405,000	0.4%	TRIM −85%
93	RCLROYAL CARIBBEAN GROUP	4,677	$399,000	0.4%	ADD 4%
94	SFSTIFEL FINL CORP	6,133	$398,000	0.4%	NEW
95	CHWYCHEWY INC	4,968	$396,000	0.4%	NEW
96	ROPROPER TECHNOLOGIES INC	839	$394,000	0.4%	TRIM −73%
97	MSMORGAN STANLEY	4,281	$393,000	0.4%	TRIM −69%
98	BKRBAKER HUGHES COMPANY	17,046	$390,000	0.4%	TRIM −32%
99	RDNRADIAN GROUP INC	17,483	$389,000	0.4%	NEW
100	FULFULLER H B CO	6,029	$384,000	0.4%	NEW
101	KMXCARMAX INC	2,935	$379,000	0.4%	TRIM −50%
102	ELANELANCO ANIMAL HEALTH INC	10,793	$374,000	0.4%	TRIM −10%
103	AONAON PLC	1,563	$373,000	0.4%	TRIM −52%
104	GEGENERAL ELECTRIC CO	27,646	$372,000	0.4%	ADD 12%
105	WERNWERNER ENTERPRISES INC	8,211	$366,000	0.4%	NEW
106	CPRICAPRI HOLDINGS LIMITED	6,406	$366,000	0.4%	NEW
107	CAHCARDINAL HEALTH INC	6,390	$365,000	0.4%	NEW
108	PLAYDAVE & BUSTERS ENTMT INC	8,980	$365,000	0.4%	TRIM −39%
109	LSCCLATTICE SEMICONDUCTOR CORP	6,488	$364,000	0.4%	NEW
110	DVNDEVON ENERGY CORP NEW	12,413	$362,000	0.4%	NEW
111	UDRUDR INC	7,347	$360,000	0.4%	NEW
112	AREALEXANDRIA REAL ESTATE EQ IN	1,969	$358,000	0.4%	NEW
113	LNCLINCOLN NATL CORP IND	5,678	$357,000	0.4%	NEW
114	LIFE STORAGE INC	3,286	$353,000	0.4%	NEW
115	DBXDROPBOX INC	11,537	$350,000	0.4%	NEW
116	SJMSMUCKER J M CO	2,682	$348,000	0.4%	ADD 19%
117	CZRCAESARS ENTERTAINMENT INC NE	3,326	$345,000	0.3%	TRIM −75%
118	PHMPULTE GROUP INC	6,266	$342,000	0.3%	NEW
119	LLYELI LILLY & CO	1,484	$341,000	0.3%	NEW
120	TAPMOLSON COORS BEVERAGE CO	6,351	$341,000	0.3%	TRIM −57%
121	WTFCWINTRUST FINL CORP	4,466	$338,000	0.3%	NEW
122	NBISNEBIUS GROUP N.V.	4,736	$335,000	0.3%	NEW
123	LNGCheniere Energy, Inc	3,846	$334,000	0.3%	TRIM −79%
124	CHHCHOICE HOTELS INTL INC	2,805	$333,000	0.3%	TRIM −64%
125	KEYKEYCORP	16,104	$333,000	0.3%	NEW
126	FEFIRSTENERGY CORP	8,934	$332,000	0.3%	NEW
127	JUNIPER NETWORKS INC COM	12,153	$332,000	0.3%	NEW
128	MPWRMONOLITHIC PWR SYS INC	883	$330,000	0.3%	NEW
129	HHYATT HOTELS CORP	4,233	$329,000	0.3%	TRIM −63%
130	CCITIGROUP INC	4,633	$328,000	0.3%	TRIM −91%
131	PEVERPURE INC	16,551	$323,000	0.3%	TRIM −8%
132	ZSZSCALER INC	1,485	$321,000	0.3%	TRIM −67%
133	VRSKVERISK ANALYTICS INC	1,832	$320,000	0.3%	TRIM −51%
134	PBPROSPERITY BANCSHARES INC	4,389	$315,000	0.3%	NEW
135	MDTMEDTRONIC PLC	2,507	$311,000	0.3%	NEW
136	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	4,460	$309,000	0.3%	TRIM −62%
137	RSGREPUBLIC SVCS INC	2,809	$309,000	0.3%	TRIM −43%
138	NNNNNN REIT INC	6,577	$308,000	0.3%	NEW
139	SHAKSHAKE SHACK INC	2,875	$308,000	0.3%	NEW
140	ACTIVISION BLIZZARD INC	3,219	$307,000	0.3%	TRIM −75%
141	TCOMTRIP COM GROUP LTD	8,634	$306,000	0.3%	TRIM −78%
142	LIVENT CORP	15,725	$304,000	0.3%	TRIM −38%
143	ROKROCKWELL AUTOMATION INC	1,062	$304,000	0.3%	NEW
144	SNOWSNOWFLAKE INC	1,250	$302,000	0.3%	NEW
145	CSGPCOSTAR GROUP INC	3,609	$299,000	0.3%	NEW
146	LHXL3HARRIS TECHNOLOGIES INC	1,363	$295,000	0.3%	NEW
147	CMACOMERICA INC	4,108	$293,000	0.3%	NEW
148	TNDMTANDEM DIABETES CARE INC	2,999	$292,000	0.3%	NEW
149	DAYFORCE INC	3,035	$291,000	0.3%	NEW
150	DOVDOVER CORP	1,920	$289,000	0.3%	NEW
151	CROXCROCS INC	2,463	$287,000	0.3%	NEW
152	SIGISELECTIVE INS GROUP INC	3,519	$286,000	0.3%	NEW
153	MTDMETTLER TOLEDO INTERNATIONAL	206	$285,000	0.3%	NEW
154	JCIJOHNSON CONTROLS INTERNATION	4,087	$280,000	0.3%	TRIM −57%
155	PNCPNC FINL SVCS GROUP INC	1,459	$278,000	0.3%	TRIM −47%
156	HQYHEALTHEQUITY INC	3,437	$277,000	0.3%	NEW
157	INTCINTEL CORP	4,913	$276,000	0.3%	NEW
158	COLMCOLUMBIA SPORTSWEAR CO	2,780	$273,000	0.3%	NEW
159	ETNEATON CORP PLC	1,827	$271,000	0.3%	TRIM −61%
160	AVBAVALONBAY CMNTYS INC	1,273	$266,000	0.3%	ADD 3%
161	AMERICAN CAMPUS CMNTYS INC	5,662	$265,000	0.3%	TRIM −58%
162	NVCRNOVOCURE LTD	1,193	$265,000	0.3%	NEW
163	UUNITY SOFTWARE INC	2,376	$261,000	0.3%	NEW
164	XRXXEROX HOLDINGS CORP	10,908	$256,000	0.3%	NEW
165	AVYAVERY DENNISON CORP	1,214	$255,000	0.3%	TRIM −57%
166	LEVILEVI STRAUSS & CO NEW	8,996	$249,000	0.3%	NEW
167	YELPYELP INC	6,194	$248,000	0.3%	NEW
168	NIONIO INC	4,598	$245,000	0.2%	NEW
169	OGSONE GAS INC	3,303	$245,000	0.2%	NEW
170	OCOWENS CORNING NEW	2,504	$245,000	0.2%	NEW
171	PWRQUANTA SVCS INC	2,690	$244,000	0.2%	NEW
172	EVREVERCORE INC	1,722	$242,000	0.2%	TRIM −84%
173	MANMANPOWERGROUP INC WIS	2,024	$241,000	0.2%	TRIM −6%
174	XYLXYLEM INC	1,989	$239,000	0.2%	TRIM −90%
175	ESTCELASTIC N V	1,637	$239,000	0.2%	TRIM −41%
176	EMREMERSON ELEC CO	2,461	$237,000	0.2%	TRIM −82%
177	JOYYJOYY INC	3,569	$235,000	0.2%	NEW
178	REXRREXFORD INDL RLTY INC	4,124	$235,000	0.2%	NEW
179	VICIVICI PPTYS INC	7,566	$235,000	0.2%	NEW
180	MARATHON OIL CORP	17,069	$232,000	0.2%	TRIM −57%
181	NTNXNUTANIX INC	6,083	$232,000	0.2%	NEW
182	ROKUROKU INC	506	$232,000	0.2%	TRIM −70%
183	CVSCVS HEALTH CORP	2,754	$230,000	0.2%	NEW
184	EQREQUITY RESIDENTIAL	2,981	$230,000	0.2%	NEW
185	STLDSTEEL DYNAMICS INC	3,851	$230,000	0.2%	NEW
186	PINSPINTEREST INC	2,897	$229,000	0.2%	NEW
187	BOHBANK HAWAII CORP	2,713	$228,000	0.2%	TRIM −68%
188	AEPAMERICAN ELEC PWR CO INC	2,686	$227,000	0.2%	TRIM −68%
189	BOOTBOOT BARN HLDGS INC	2,700	$227,000	0.2%	NEW
190	EGEVEREST GROUP LTD	894	$225,000	0.2%	NEW
191	BROBROWN & BROWN INC	4,207	$224,000	0.2%	NEW
192	URBNURBAN OUTFITTERS INC	5,422	$223,000	0.2%	NEW
193	DOCHEALTHPEAK PROPERTIES INC	6,627	$221,000	0.2%	NEW
194	MCDMCDONALDS CORP	949	$219,000	0.2%	TRIM −68%
195	GWWWW GRAINGER INC	497	$218,000	0.2%	TRIM −77%
196	LADLITHIA MTRS INC	627	$215,000	0.2%	NEW
197	BMYBRISTOL-MYERS SQUIBB CO	3,186	$213,000	0.2%	NEW
198	KSSKOHLS CORP	3,838	$212,000	0.2%	NEW
199	PKGPACKAGING CORP AMER	1,566	$212,000	0.2%	NEW
200	VIPSVIPSHOP HLDGS LTD	10,511	$211,000	0.2%	NEW

showing the top 200 by weight

☆WELD CAPITAL MANAGEMENT LLC