Alpha Paradigm Partners, LLC

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CIK 1818309

13F portfolio (2022-Q4)

$242M

Positions

464

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2022-Q3. 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 →

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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 (2022-Q4)

Holdings

464

Top 5

6.1%

Top 10

10.7%

Effective N

219.7

HHI

0.005

This quarter

192 new · 0 exit →

By sector

Information Technology24.9%

Unclassified13.1%

Industrials13.0%

Consumer Discretionary10.2%

Financials9.5%

Health Care8.0%

Materials7.1%

Energy3.7%

Other10.5%

By market cap

Large ($10–200B)36.4%

Mid ($2–10B)23.2%

Small ($300M–2B)18.0%

Unknown15.2%

Mega (>$200B)4.8%

Micro (<$300M)2.4%

By region

North America86.9%

Other13.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	13.12%	74
Software	7.61%	28
Semiconductors & Semiconductor Equipment	5.34%	22
Machinery	4.96%	21
Specialty Retail	4.96%	25
Software & IT Services	4.25%	17
Communications Equipment	4.03%	7
Insurance	3.93%	16
Technology Hardware & Equipment	3.75%	17
Pharmaceuticals & Biotechnology	3.45%	18
Capital Markets	3.13%	12
Health Care Equipment & Supplies	3.13%	11
Equity Real Estate Investment Trusts (REITs)	3.07%	16
Chemicals	2.95%	21
Marine	2.66%	6
Banks	2.40%	16
Metals & Mining	2.37%	9
Oil, Gas & Consumable Fuels	2.15%	11
Commercial Services & Supplies	1.96%	9
Utilities	1.87%	21
Construction & Engineering	1.85%	7
Food Products	1.64%	6
Coal & Consumable Fuels	1.58%	1
Textiles, Apparel & Luxury Goods	1.34%	6
Distributors	1.32%	8
Hotels, Restaurants & Leisure	1.28%	8
Paper & Forest Products	0.92%	3
Transportation Infrastructure	0.89%	6
Health Care Providers & Services	0.88%	2
Construction Materials	0.88%	2
Beverages	0.67%	2
Household Durables	0.65%	1
Electrical Equipment & Components	0.63%	2
Automobiles & Components	0.62%	6
Entertainment	0.54%	4
Media & Entertainment	0.53%	3
Life Sciences Tools & Services	0.52%	2
Diversified Telecommunication Services	0.52%	4
Real Estate Management & Development	0.36%	3
Road & Rail	0.30%	3
Tobacco	0.27%	2
Food & Staples Retailing	0.26%	1
Professional Services	0.22%	2
Aerospace & Defense	0.20%	2
Leisure Products	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AMR	Alpha Metallurgical Resources, Inc.	Energy	1.58%
2	HLIT	HARMONIC INC.	Information Technology	1.22%
3	CLFD	Clearfield, Inc.	Information Technology	1.20%
4	FLEX	FLEX LTD.	Information Technology	1.06%
5	STAA	STAAR SURGICAL CO	Health Care	1.05%
6	AMZN	AMAZON COM INC	Consumer Discretionary	0.98%
7	LW	Lamb Weston Holdings, Inc.	Consumer Staples	0.96%
8	CRM	Salesforce, Inc.	Information Technology	0.94%
9	MANU	MANCHESTER UTD PLC NEW	Unclassified	0.91%
10	CCI	CROWN CASTLE INC.	Real Estate	0.85%

390/464 names classified · sector 86.9% of weight · industry 86.9% · mkt cap 84.8%; unclassified names shown, never dropped.

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

top 5/sector, rest → “Other” · 9 quarters

Information TechnologyPINS, ZM, GNRC, NET, WDAY · other

Consumer DiscretionaryCZR, LVS, OXM, UAA, WYNN · other

IndustrialsACVA, BKNG, GLNG, UBER, MELI · other

FinancialsV, UNH, NDAQ, ACGL, GDOT · other

Health CareCYRX, VCYT, VRTX, JNJ, STAA · other

MaterialsCMP, OEC, DECK, CBT, PACK · other

Communication ServicesGOOGL, ROKU, THRY, CALX, IHRT · other

EnergyAMR, FANG, NOG, CHRD, NE · other

Real EstateVICI, CCI, RLJ, DRH, PEB · other

Consumer StaplesSAM, SJM, LW, BRBR, KDP · other

UtilitiesED, EE, NRG, CLNE, FE · other

UnclassifiedVMWARE INC, SMART GLOBAL HLDGS INC, EVERBRIDGE INC, CITRIX SYS INC, FREYR BATTERY · 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: 86.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2022-Q4), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (302 classified)Alpha Paradigm Partners, LLC centroid (Mid Core)

Information TechnologyIndustrialsConsumer DiscretionaryFinancialsMaterialsHealth CareEnergyReal EstateConsumer StaplesCommunication ServicesUtilities

Style box summary for Alpha Paradigm Partners, LLC: centroid Mid Core. Heaviest cells: Small Growth 11.9%, Small Value 11.7%, Small Core 8.7%.

Classified: 67.2% of book weight (302/407 names) · unclassified 32.8%: , CLFD, STAA, MANU, TNK, TENB, INDI, NXE, COHR, ACVA +95 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· 464 positions (2022-Q4) · largest first · Δ vs 2022-Q3

#	Security	Shares	Value	Weight	Δ QoQ
1	AMRALPHA METALLURGICAL RESOUR I	26,223	$4M	1.6%	ADD 651%
2	HLITHARMONIC INC	226,522	$3M	1.2%	ADD 108%
3	CLFDCLEARFIELD INC	30,833	$3M	1.2%	ADD 257%
4	FLEXFlextronics Internat'l. Ltd.	119,570	$3M	1.1%	TRIM −23%
5	STAASTAAR SURGICAL CO	52,381	$3M	1.0%	NEW
6	AMZNAMAZON COM INC	28,145	$2M	1.0%	ADD 202%
7	LWLAMB WESTON HLDGS INC	26,078	$2M	1.0%	ADD 644%
8	CRMSALESFORCE INC	17,103	$2M	0.9%	ADD 137%
9	MANUMANCHESTER UTD PLC NEW	94,300	$2M	0.9%	NEW
10	CCICROWN CASTLE INC	15,232	$2M	0.9%	ADD 132%
11	VERINT SYS INC	55,875	$2M	0.8%	NEW
12	EAELECTRONIC ARTS INC	16,541	$2M	0.8%	ADD 14%
13	TNKTEEKAY TANKERS LTD	65,464	$2M	0.8%	ADD 1084%
14	VRTXVERTEX PHARMACEUTICALS INC	6,963	$2M	0.8%	ADD 96%
15	ACGLARCH CAP GROUP LTD	31,961	$2M	0.8%	NEW
16	NDAQNASDAQ INC	31,695	$2M	0.8%	NEW
17	NBRNABORS INDUSTRIES LTD	12,502	$2M	0.8%	NEW
18	GFFGRIFFON CORP	52,762	$2M	0.8%	ADD 31%
19	CMPCOMPASS MINERALS INTL INC	45,478	$2M	0.8%	TRIM −12%
20	TENBTENABLE HLDGS INC	47,802	$2M	0.8%	ADD 376%
21	FLYWFLYWIRE CORPORATION	72,559	$2M	0.7%	NEW
22	HAYWHAYWARD HLDGS INC	188,705	$2M	0.7%	ADD 990%
23	DGIIDIGI INTL INC	48,332	$2M	0.7%	NEW
24	CCSCENTURY CMNTYS INC	33,812	$2M	0.7%	ADD 1108%
25	TDWTIDEWATER INC NEW	44,774	$2M	0.7%	NEW
26	KDPKEURIG DR PEPPER INC	44,883	$2M	0.7%	ADD 169%
27	ALTAIR ENGINEERING INC	35,051	$2M	0.7%	NEW
28	FIVNFIVE9 INC	23,410	$2M	0.7%	ADD 45%
29	KNKNOWLES CORP	95,980	$2M	0.7%	NEW
30	INDIINDIE SEMICONDUCTOR INC	263,865	$2M	0.6%	ADD 39%
31	MDTMEDTRONIC PLC	19,790	$2M	0.6%	NEW
32	NXENEXGEN ENERGY LTD	343,920	$2M	0.6%	ADD 89%
33	HUMHUMANA INC	2,892	$1M	0.6%	NEW
34	DXCMDEXCOM	13,008	$1M	0.6%	ADD 315%
35	VISNCOMMSCOPE HLDG CO INC	195,848	$1M	0.6%	TRIM −50%
36	VFCV F CORP	52,102	$1M	0.6%	ADD 379%
37	COHRCOHERENT CORP	39,741	$1M	0.6%	HOLD
38	ACVAACV AUCTIONS INC	168,636	$1M	0.6%	HOLD
39	ADTNADTRAN HOLDINGS INC	71,835	$1M	0.6%	TRIM −31%
40	DYDYCOM INDS INC	14,234	$1M	0.5%	NEW
41	EVERI HLDGS INC	92,771	$1M	0.5%	NEW
42	WFRDWEATHERFORD INTL PLC	26,067	$1M	0.5%	NEW
43	PERIPERION NETWORK LTD	51,658	$1M	0.5%	NEW
44	EEEXCELERATE ENERGY INC	51,570	$1M	0.5%	ADD 7%
45	FLSFLOWSERVE CORP	42,119	$1M	0.5%	NEW
46	ANYWHERE REAL ESTATE INC	200,712	$1M	0.5%	NEW
47	AVTRAVANTOR INC	59,918	$1M	0.5%	ADD 10038%
48	DGXQUEST DIAGNOSTICS INC	8,071	$1M	0.5%	NEW
49	LVSLAS VEGAS SANDS CORP	26,134	$1M	0.5%	ADD 21%
50	GNKGENCO SHIPPING & TRADING LTD	81,674	$1M	0.5%	NEW
51	ZETAZETA GLOBAL HOLDINGS CORP	141,594	$1M	0.5%	TRIM −29%
52	FCXFREEPORT MCMORAN INC	29,988	$1M	0.5%	ADD 658%
53	DOXAMDOCS LTD	12,463	$1M	0.5%	ADD 43%
54	PLUGPLUG PWR INC	91,484	$1M	0.5%	NEW
55	MRKMERCK & CO INC	10,168	$1M	0.5%	ADD 484%
56	VIACOMCBS INC	66,808	$1M	0.5%	ADD 138%
57	SWKSSKYWORKS SOLUTIONS INC	12,341	$1M	0.5%	NEW
58	ONON SEMICONDUCTOR CORP	17,941	$1M	0.5%	ADD 139%
59	ONONON HLDG AG	64,319	$1M	0.5%	ADD 285%
60	ZIPZIPRECRUITER INC	66,455	$1M	0.5%	TRIM −15%
61	TWLOTWILIO INC	22,247	$1M	0.4%	ADD 16%
62	EXELEXELIXIS INC	67,337	$1M	0.4%	NEW
63	NOWSERVICENOW INC	2,748	$1M	0.4%	TRIM −42%
64	INTUINTUIT	2,696	$1M	0.4%	ADD 48%
65	BOOTBOOT BARN HLDGS INC	16,648	$1M	0.4%	TRIM −62%
66	CNCCENTENE CORP DEL	12,628	$1M	0.4%	ADD 193%
67	GDDYGODADDY INC	13,665	$1M	0.4%	TRIM −22%
68	CRDOCREDO TECHNOLOGY GROUP HOLDI	75,851	$1M	0.4%	NEW
69	ASPNASPEN AEROGELS INC	85,344	$1M	0.4%	NEW
70	ULTAULTA BEAUTY INC	2,136	$1M	0.4%	ADD 136%
71	AMBPARDAGH METAL PACKAGING S A	206,676	$994,000	0.4%	ADD 81%
72	WALWESTERN ALLIANCE BANCORP	16,490	$982,000	0.4%	ADD 26%
73	PANWPALO ALTO NETWORKS INC	6,854	$956,000	0.4%	ADD 1020%
74	TGTTARGET CORP	6,414	$956,000	0.4%	NEW
75	EVERBRIDGE INC	32,063	$948,000	0.4%	NEW
76	RCLROYAL CARIBBEAN GROUP	19,173	$948,000	0.4%	NEW
77	GOOGLALPHABET INC	10,735	$947,000	0.4%	ADD 38%
78	AEHRAEHR TEST SYS	45,972	$924,000	0.4%	NEW
79	BBWIBATH & BODY WORKS INC	21,528	$907,000	0.4%	NEW
80	MSFTMICROSOFT CORP	3,768	$904,000	0.4%	ADD 280%
81	MOHMOLINA HEALTHCARE INC	2,730	$902,000	0.4%	NEW
82	MPWRMONOLITHIC PWR SYS INC	2,521	$891,000	0.4%	ADD 88%
83	KKRKKR & CO INC	19,094	$886,000	0.4%	ADD 57%
84	ECVTECOVYST INC	99,723	$884,000	0.4%	NEW
85	OECORION S.A.	49,531	$882,000	0.4%	TRIM −18%
86	CLFCLEVELAND-CLIFFS INC NEW	53,925	$869,000	0.4%	ADD 2%
87	DCGODOCGO INC	122,871	$869,000	0.4%	NEW
88	89BIO INC	67,433	$858,000	0.4%	NEW
89	MTNVAIL RESORTS INC	3,567	$850,000	0.4%	NEW
90	VRTSVIRTUS INVT PARTNERS INC	4,426	$847,000	0.3%	ADD 670%
91	NSSCNAPCO SEC TECHNOLOGIES INC	30,781	$846,000	0.3%	NEW
92	IARTINTEGRA LIFESCIENCES HLDGS C	15,047	$844,000	0.3%	NEW
93	PATTERSON COMPANIES INC	29,982	$840,000	0.3%	NEW
94	GSMFERROGLOBE PLC	217,070	$836,000	0.3%	ADD 38%
95	LPXLOUISIANA PAC CORP	14,105	$835,000	0.3%	NEW
96	THRYTHRYV HLDGS INC	43,887	$834,000	0.3%	NEW
97	METAMETA PLATFORMS INC	6,916	$832,000	0.3%	NEW
98	JNJJOHNSON & JOHNSON	4,641	$820,000	0.3%	NEW
99	Bunge Ltd	8,187	$817,000	0.3%	ADD 878%
100	THRMGENTHERM INC	12,440	$812,000	0.3%	NEW
101	AAPADVANCE AUTO PARTS INC	5,480	$806,000	0.3%	ADD 137%
102	INFINERA CORP	118,474	$799,000	0.3%	TRIM −28%
103	SMART GLOBAL HLDGS INC	53,548	$797,000	0.3%	ADD 84%
104	ALTUS POWER INC	120,329	$785,000	0.3%	ADD 86%
105	ESTCELASTIC N V	15,222	$784,000	0.3%	TRIM −38%
106	EGHT8X8 INC NEW	180,557	$780,000	0.3%	NEW
107	AZZAZZ INC	19,383	$779,000	0.3%	ADD 28%
108	SHLSSHOALS TECHNOLOGIES GROUP IN	31,198	$770,000	0.3%	NEW
109	TERTERADYNE INC	8,808	$769,000	0.3%	TRIM −20%
110	GTMZOOMINFO TECHNOLOGIES INC	25,536	$769,000	0.3%	ADD 6%
111	CGCARLYLE GROUP INC/THE	25,750	$768,000	0.3%	NEW
112	FLRFLUOR CORP NEW	22,048	$764,000	0.3%	NEW
113	OREALTY INCOME CORP	11,974	$760,000	0.3%	ADD 10%
114	VRRMVERRA MOBILITY CORP	54,422	$753,000	0.3%	ADD 32%
115	TROWPRICE T ROWE GROUP INC	6,873	$750,000	0.3%	ADD 16%
116	REPLREPLIMUNE GROUP INC	27,156	$739,000	0.3%	NEW
117	UECURANIUM ENERGY CORP	190,492	$739,000	0.3%	NEW
118	CONSOL ENERGY INC NEW	11,266	$732,000	0.3%	TRIM −56%
119	KSSKOHLS CORP	28,868	$729,000	0.3%	ADD 221%
120	MTCHMATCH GROUP INC NEW	17,498	$726,000	0.3%	ADD 72%
121	AKERO THERAPEUTICS INC	13,073	$716,000	0.3%	NEW
122	IPINTERNATIONAL PAPER CO	20,418	$707,000	0.3%	NEW
123	ALGMALLEGRO MICROSYSTEMS INC	23,486	$705,000	0.3%	TRIM −54%
124	WYNNWYNN RESORTS LTD	8,546	$705,000	0.3%	NEW
125	SUNNOVA ENERGY INTL INC.	38,949	$701,000	0.3%	ADD 126%
126	TREXTREX CO INC	15,977	$676,000	0.3%	NEW
127	STVNSTEVANATO GROUP S P A	37,498	$674,000	0.3%	NEW
128	DOCNDIGITALOCEAN HLDGS INC	26,418	$673,000	0.3%	ADD 253%
129	EVENTBRITE INC	113,822	$667,000	0.3%	NEW
130	BLKBLACKROCK INC	938	$665,000	0.3%	NEW
131	CHRWC H ROBINSON WORLDWIDE INC	7,124	$652,000	0.3%	TRIM −20%
132	PFGPRINCIPAL FINANCIAL GROUP IN	7,700	$646,000	0.3%	TRIM −22%
133	RFREGIONS FINANCIAL CORP NEW	29,939	$645,000	0.3%	ADD 353%
134	CCKCROWN HLDGS INC	7,674	$631,000	0.3%	TRIM −4%
135	CVSCVS HEALTH CORP	6,721	$626,000	0.3%	NEW
136	DKSDICKS SPORTING GOODS INC	5,189	$624,000	0.3%	ADD 110%
137	MPTMEDICAL PPTYS TRUST INC	55,704	$621,000	0.3%	HOLD
138	QLYSQUALYS INC	5,499	$617,000	0.3%	NEW
139	NORDSTROM INC	37,975	$613,000	0.3%	ADD 33%
140	DXDYNEX CAP INC	48,038	$611,000	0.3%	NEW
141	DARDARLING INGREDIENTS INC	9,711	$608,000	0.3%	NEW
142	MTDRMATADOR RES CO	10,514	$602,000	0.2%	TRIM −32%
143	LULULULULEMON ATHLETICA INC	1,873	$600,000	0.2%	NEW
144	TSNTYSON FOODS INC	9,610	$598,000	0.2%	ADD 108%
145	HBANHUNTINGTON BANCSHARES INC	42,085	$593,000	0.2%	HOLD
146	WKWORKIVA INC	6,898	$579,000	0.2%	NEW
147	PRUPRUDENTIAL FINL INC	5,767	$574,000	0.2%	ADD 60%
148	NTAPNetApp Inc.	9,452	$568,000	0.2%	NEW
149	ODFLOLD DOMINION FREIGHT LINE IN	1,975	$560,000	0.2%	HOLD
150	VIMEO INC	162,642	$558,000	0.2%	NEW
151	NKENIKE INC	4,758	$557,000	0.2%	NEW
152	UNHUNITEDHEALTH GROUP INC	1,045	$554,000	0.2%	TRIM −82%
153	CCITIGROUP INC	12,214	$552,000	0.2%	NEW
154	WCNWASTE CONNECTIONS INC	4,165	$552,000	0.2%	NEW
155	MXMAGNACHIP SEMICONDUCTOR CORP	58,313	$548,000	0.2%	TRIM −8%
156	KOSKOSMOS ENERGY LTD	85,742	$545,000	0.2%	NEW
157	VICIVICI PPTYS INC	16,703	$541,000	0.2%	ADD 26%
158	VIZIO HOLDING CORP	73,038	$541,000	0.2%	NEW
159	BXCBLUELINX HLDGS INC	7,533	$536,000	0.2%	ADD 72%
160	MRCYMERCURY SYS INC	11,805	$528,000	0.2%	NEW
161	ASOACADEMY SPORTS & OUTDOORS IN	9,983	$525,000	0.2%	TRIM −37%
162	DVDOUBLEVERIFY HLDGS INC	23,822	$523,000	0.2%	ADD 4%
163	CYBERARK SOFTWARE LTD	4,033	$523,000	0.2%	HOLD
164	INVHINVITATION HOMES INC	17,548	$520,000	0.2%	ADD 1008%
165	BXPBXP INC	7,682	$519,000	0.2%	ADD 101%
166	CTRACOTERRA ENERGY INC	21,109	$519,000	0.2%	ADD 299%
167	DINOHF SINCLAIR CORP	9,949	$516,000	0.2%	NEW
168	AMPAMERIPRISE FINL INC	1,646	$513,000	0.2%	TRIM −9%
169	DECKDECKERS OUTDOOR CORP	1,284	$513,000	0.2%	NEW
170	ZBRAZEBRA TECHNOLOGIES CORPORATI	1,916	$491,000	0.2%	NEW
171	EQREQUITY RESIDENTIAL	8,305	$490,000	0.2%	NEW
172	FASTFASTENAL CO	10,243	$485,000	0.2%	ADD 316%
173	TTWOTAKE-TWO INTERACTIVE SOFTWAR	4,637	$483,000	0.2%	NEW
174	DRIDARDEN RESTAURANTS INC	3,435	$475,000	0.2%	NEW
175	PDFSPDF SOLUTIONS INC	16,639	$475,000	0.2%	NEW
176	RAREULTRAGENYX PHARMACEUTICAL IN	10,241	$474,000	0.2%	ADD 52%
177	HPQHP INC	17,558	$472,000	0.2%	TRIM −10%
178	GSATGLOBALSTAR INC	354,089	$471,000	0.2%	NEW
179	METMETLIFE INC	6,436	$466,000	0.2%	HOLD
180	CLXCLOROX CO DEL	3,265	$458,000	0.2%	HOLD
181	BACBANK AMERICA CORP	13,551	$449,000	0.2%	NEW
182	ASTEASTEC INDS INC	11,007	$448,000	0.2%	TRIM −5%
183	ATEXANTERIX INC	13,881	$447,000	0.2%	TRIM −8%
184	MSMORGAN STANLEY	5,259	$447,000	0.2%	ADD 1812%
185	THERMON GROUP HLDGS INC	22,168	$445,000	0.2%	NEW
186	PRCHPORCH GROUP INC	234,520	$441,000	0.2%	NEW
187	PEGPUBLIC SVC ENTERPRISE GROUP	7,194	$441,000	0.2%	ADD 63%
188	IMMRIMMERSION CORP	62,304	$438,000	0.2%	NEW
189	NCLHNORWEGIAN CRUISE LINE HLDGS	35,631	$436,000	0.2%	NEW
190	POOLPOOL CORP	1,435	$434,000	0.2%	ADD 35%
191	PARAGON 28 INC	22,377	$428,000	0.2%	NEW
192	GLDDGREAT LAKES DREDGE & DOCK CO	71,333	$424,000	0.2%	NEW
193	OXMOXFORD INDS INC	4,535	$423,000	0.2%	TRIM −89%
194	INTEGRAL AD SCIENCE HLDNG CO	47,893	$421,000	0.2%	NEW
195	WALGREENS BOOTS ALLIANCE INC	11,234	$420,000	0.2%	TRIM −27%
196	MOALTRIA GROUP INC	9,158	$419,000	0.2%	ADD 24%
197	BARRICK GOLD CORP	23,805	$409,000	0.2%	ADD 89%
198	PAYCPAYCOM SOFTWARE INC	1,313	$407,000	0.2%	ADD 21%
199	ITWILLINOIS TOOL WKS INC	1,834	$404,000	0.2%	HOLD
200	LABORATORY CORP AMER HLDGS	1,710	$403,000	0.2%	NEW

showing the top 200 by weight

☆Alpha Paradigm Partners, LLC