Filing: 0001009006-25-000002
Total Filing Value
$3.68BIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| AMPHENOL CORP NEW | APH | CL A | 032095101 | $67,868,266 | 548,430 | — |
| RAYMOND JAMES FINL INC | RJF | COM | 754730109 | $65,252,947 | 378,059 | — |
| IDACORP INC | IDA | COM | 451107106 | $60,193,136 | 455,491 | — |
| MUELLER INDS INC | MLI | COM | 624756102 | $59,778,861 | 591,226 | — |
| APPLE INC | AAPL | COM | 037833100 | $59,626,587 | 234,170 | — |
| APPLIED INDL TECHNOLOGIES IN | AIT | COM | 03820C105 | $58,248,609 | 223,132 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $49,342,809 | 264,459 | — |
| MICROSOFT CORP | MSFT | COM | 594918104 | $46,850,291 | 90,453 | — |
| HEICO CORP NEW | HEI.A | CL A | 422806208 | $46,027,098 | 181,145 | — |
| ACI WORLDWIDE INC | ACIW | COM | 004498101 | $44,954,710 | 851,899 | — |
| LITTELFUSE INC | LFUS | COM | 537008104 | $43,373,038 | 167,457 | — |
| SEMTECH CORP | SMTC | COM | 816850101 | $40,461,635 | 566,293 | — |
| JPMORGAN CHASE & CO. | JPM | COM | 46625H100 | $38,604,825 | 122,388 | — |
| WSFS FINL CORP | WSFS | COM | 929328102 | $38,431,974 | 712,627 | — |
| VERRA MOBILITY CORP | VRRM | CL A COM STK | 92511U102 | $38,281,023 | 1,549,839 | — |
| WOODWARD INC | WWD | COM | 980745103 | $38,273,182 | 151,451 | — |
| WILEY JOHN & SONS INC | WLY | CL A | 968223206 | $38,127,192 | 942,110 | — |
| VONTIER CORPORATION | VNT | COM | 928881101 | $37,011,958 | 881,867 | — |
| HEALTHCARE SVCS GROUP INC | HCSG | COM | 421906108 | $36,226,945 | 2,152,522 | — |
| EASTGROUP PPTYS INC | EGP | COM | 277276101 | $36,224,687 | 214,018 | — |
Rows:
1–20 of 367
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