0001738809-24-000004.txt : 20241024 0001738809-24-000004.hdr.sgml : 20241024 20241024150554 ACCESSION NUMBER: 0001738809-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241024 DATE AS OF CHANGE: 20241024 EFFECTIVENESS DATE: 20241024 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Semanteon Capital Management, LP CENTRAL INDEX KEY: 0001738809 ORGANIZATION NAME: IRS NUMBER: 821989621 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23589 FILM NUMBER: 241392319 BUSINESS ADDRESS: STREET 1: 580 WASHINGTON ST., SUITE C CITY: NEWTON STATE: MA ZIP: 02458 BUSINESS PHONE: 6172130162 MAIL ADDRESS: STREET 1: 580 WASHINGTON ST., SUITE C CITY: NEWTON STATE: MA ZIP: 02458 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001738809 XXXXXXXX 09-30-2024 09-30-2024 false Semanteon Capital Management, LP

580 Washington St., Suite C Newton MA 02458

13F HOLDINGS REPORT 028-23589 000289196 802-112040 N Rajat Lal 617-213-0162 /s/ Rajat Lal Newton MA 10-24-2024 0 199 146859786 INFORMATION TABLE 2 infotable.xml ACI WORLDWIDE INC COM 004498101 1237023 24303 SH SOLE 24303 0 0 ACUSHNET HLDGS CORP COM 005098108 597848 9378 SH SOLE 9378 0 0 ADIENT PLC ORD SHS G0084W101 582441 25806 SH SOLE 25806 0 0 ADT INC DEL COM 00090Q103 189722 26241 SH SOLE 26241 0 0 ADVANCED ENERGY INDS COM 007973100 723946 6879 SH SOLE 6879 0 0 ALBEMARLE CORP COM 012653101 1099583 11610 SH SOLE 11610 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 758533 2758 SH SOLE 2758 0 0 AMAZON COM INC COM 023135106 1143507 6137 SH SOLE 6137 0 0 AMICUS THERAPEUTICS INC COM 03152W109 1130670 105868 SH SOLE 105868 0 0 AMPHENOL CORP NEW CL A 032095101 1093841 16787 SH SOLE 16787 0 0 ARCBEST CORP COM 03937C105 1177767 10860 SH SOLE 10860 0 0 ARCHROCK INC COM 03957W106 1183817 58489 SH SOLE 58489 0 0 AXOGEN INC COM 05463X106 603084 43016 SH SOLE 43016 0 0 BANK OZK LITTLE ROCK ARK COM 06417N103 1217133 28312 SH SOLE 28312 0 0 BANKUNITED INC COM 06652K103 781565 21448 SH SOLE 21448 0 0 BELLRING BRANDS INC COMMON STOCK 07831C103 1234255 20327 SH SOLE 20327 0 0 BERRY GLOBAL GROUP INC COM 08579W103 1018000 14975 SH SOLE 14975 0 0 BEYOND INC COM 690370101 1148707 113959 SH SOLE 113959 0 0 BIOCRYST PHARMACEUTICALS INC COM 09058V103 1136778 149576 SH SOLE 149576 0 0 BLOCK INC CL A 852234103 1212703 18065 SH SOLE 18065 0 0 BOX INC CL A 10316T104 1141033 34862 SH SOLE 34862 0 0 BREAD FINANCIAL HOLDINGS INC COM 018581108 320689 6740 SH SOLE 6740 0 0 CABLE ONE INC COM 12685J105 1160953 3319 SH SOLE 3319 0 0 CALAVO GROWERS INC COM 128246105 483041 16931 SH SOLE 16931 0 0 CAREDX INC COM 14167L103 238684 7644 SH SOLE 7644 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 1216612 65834 SH SOLE 65834 0 0 CARTER BANKSHARES INC COM NEW 146103106 195655 11251 SH SOLE 11251 0 0 CBIZ INC COM 124805102 1143863 16999 SH SOLE 16999 0 0 CENOVUS ENERGY INC COM 15135U109 845333 50528 SH SOLE 50528 0 0 CENTENE CORP DEL COM 15135B101 592679 7873 SH SOLE 7873 0 0 CENTERRA GOLD INC COM 152006102 336320 46972 SH SOLE 46972 0 0 CHEVRON CORP NEW COM 166764100 1207761 8201 SH SOLE 8201 0 0 CHURCHILL DOWNS INC COM 171484108 911315 6740 SH SOLE 6740 0 0 CIRRUS LOGIC INC COM 172755100 491002 3953 SH SOLE 3953 0 0 CLEARFIELD INC COM 18482P103 1112853 28564 SH SOLE 28564 0 0 CLOROX CO DEL COM 189054109 1026007 6298 SH SOLE 6298 0 0 CNX RES CORP COM 12653C108 281698 8649 SH SOLE 8649 0 0 COLUMBUS MCKINNON CORP N Y COM 199333105 822528 22848 SH SOLE 22848 0 0 COMMERCIAL METALS CO COM 201723103 1205438 21933 SH SOLE 21933 0 0 COMMSCOPE HLDG CO INC COM 20337X109 1139197 186448 SH SOLE 186448 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 609901 100478 SH SOLE 100478 0 0 COMMVAULT SYS INC COM 204166102 359394 2336 SH SOLE 2336 0 0 COOPER COS INC COM 216648501 783524 7101 SH SOLE 7101 0 0 COPART INC COM 217204106 498272 9509 SH SOLE 9509 0 0 CRA INTL INC COM 12618T105 258772 1476 SH SOLE 1476 0 0 CUSTOMERS BANCORP INC COM 23204G100 353484 7610 SH SOLE 7610 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 941609 3229 SH SOLE 3229 0 0 DANA INC COM 235825205 279291 26448 SH SOLE 26448 0 0 DECKERS OUTDOOR CORP COM 243537107 560626 3516 SH SOLE 3516 0 0 DELEK US HLDGS INC NEW COM 24665A103 263419 14049 SH SOLE 14049 0 0 DESIGNER BRANDS INC CL A 250565108 111748 15142 SH SOLE 15142 0 0 DEXCOM INC COM 252131107 922135 13755 SH SOLE 13755 0 0 DINE BRANDS GLOBAL INC COM 254423106 730407 23388 SH SOLE 23388 0 0 DISNEY WALT CO COM 254687106 610614 6348 SH SOLE 6348 0 0 DOLLAR GEN CORP NEW COM 256677105 392489 4641 SH SOLE 4641 0 0 ELBIT SYS LTD ORD M3760D101 751776 3757 SH SOLE 3757 0 0 ELI LILLY & CO COM 532457108 923149 1042 SH SOLE 1042 0 0 EMCOR GROUP INC COM 29084Q100 1225719 2847 SH SOLE 2847 0 0 EMERSON ELEC CO COM 291011104 1173212 10727 SH SOLE 10727 0 0 ENOVA INTL INC COM 29357K103 1157978 13820 SH SOLE 13820 0 0 ENTERPRISE FINL SVCS CORP COM 293712105 266860 5206 SH SOLE 5206 0 0 ENVIRI CORP COM 415864107 426866 41283 SH SOLE 41283 0 0 EOG RES INC COM 26875P101 205170 1669 SH SOLE 1669 0 0 ETHAN ALLEN INTERIORS INC COM 297602104 328148 10290 SH SOLE 10290 0 0 EVOLUS INC COM 30052C107 912271 56313 SH SOLE 56313 0 0 FASTENAL CO COM 311900104 1192357 16695 SH SOLE 16695 0 0 FEDERAL AGRIC MTG CORP CL C 313148306 358141 1911 SH SOLE 1911 0 0 FEDERAL SIGNAL CORP COM 313855108 298137 3190 SH SOLE 3190 0 0 FIRST CTZNS BANCSHARES INC N CL A 31946M103 1130343 614 SH SOLE 614 0 0 FIRST MAJESTIC SILVER CORP COM 32076V103 331212 55202 SH SOLE 55202 0 0 FOOT LOCKER INC COM 344849104 488428 18902 SH SOLE 18902 0 0 FREEPORT-MCMORAN INC CL B 35671D857 781448 15654 SH SOLE 15654 0 0 GENCO SHIPPING & TRADING LTD SHS Y2685T131 904898 46405 SH SOLE 46405 0 0 GERMAN AMERN BANCORP INC COM 373865104 345999 8929 SH SOLE 8929 0 0 GIBRALTAR INDS INC COM 374689107 891188 12744 SH SOLE 12744 0 0 GREEN BRICK PARTNERS INC COM 392709101 903185 10814 SH SOLE 10814 0 0 GROCERY OUTLET HLDG CORP COM 39874R101 433503 24701 SH SOLE 24701 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 1241065 6784 SH SOLE 6784 0 0 H & E EQUIPMENT SERVICES INC COM 404030108 1027294 21103 SH SOLE 21103 0 0 HALLIBURTON CO COM 406216101 1180650 40642 SH SOLE 40642 0 0 HARROW INC COM 415858109 685955 15257 SH SOLE 15257 0 0 HEALTHCARE SVCS GROUP INC COM 421906108 254978 22827 SH SOLE 22827 0 0 HEICO CORP NEW COM 422806109 1210914 4631 SH SOLE 4631 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 627594 56540 SH SOLE 56540 0 0 HELMERICH & PAYNE INC COM 423452101 1126544 37033 SH SOLE 37033 0 0 HOWMET AEROSPACE INC COM 443201108 1144053 11412 SH SOLE 11412 0 0 IAMGOLD CORP COM 450913108 502561 96092 SH SOLE 96092 0 0 IDT CORP CL B NEW 448947507 333644 8741 SH SOLE 8741 0 0 IMPINJ INC COM 453204109 307242 1419 SH SOLE 1419 0 0 INNOVIVA INC COM 45781M101 912340 47247 SH SOLE 47247 0 0 INSMED INC COM PAR $.01 457669307 982215 13455 SH SOLE 13455 0 0 INTERCORP FINL SVCS INC SHS P5626F128 222105 8500 SH SOLE 8500 0 0 INTERPUBLIC GROUP COS INC COM 460690100 827251 26154 SH SOLE 26154 0 0 IRADIMED CORP COM 46266A109 330707 6576 SH SOLE 6576 0 0 ITURAN LOCATION AND CONTROL SHS M6158M104 225086 8481 SH SOLE 8481 0 0 JABIL INC COM 466313103 1177929 9830 SH SOLE 9830 0 0 KEARNY FINL CORP MD COM 48716P108 229513 33408 SH SOLE 33408 0 0 KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109 551204 22057 SH SOLE 22057 0 0 KRONOS WORLDWIDE INC COM 50105F105 485313 38981 SH SOLE 38981 0 0 LEAR CORP COM NEW 521865204 1143565 10477 SH SOLE 10477 0 0 LIBERTY ENERGY INC COM CL A 53115L104 452089 23682 SH SOLE 23682 0 0 LINCOLN ELEC HLDGS INC COM 533900106 1224704 6378 SH SOLE 6378 0 0 LINDBLAD EXPEDITIONS HLDGS I COM 535219109 221519 23948 SH SOLE 23948 0 0 LOGITECH INTL S A SHS H50430232 764051 8515 SH SOLE 8515 0 0 LOVESAC COMPANY COM 54738L109 379555 13248 SH SOLE 13248 0 0 LUMEN TECHNOLOGIES INC COM 550241103 283112 39875 SH SOLE 39875 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 1153918 47253 SH SOLE 47253 0 0 MANNKIND CORP COM NEW 56400P706 137984 21937 SH SOLE 21937 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 235797 3209 SH SOLE 3209 0 0 MASTEC INC COM 576323109 876964 7124 SH SOLE 7124 0 0 MATTHEWS INTL CORP CL A 577128101 458757 19774 SH SOLE 19774 0 0 MCGRATH RENTCORP COM 580589109 536928 5100 SH SOLE 5100 0 0 MEDPACE HLDGS INC COM 58506Q109 339808 1018 SH SOLE 1018 0 0 MERCADOLIBRE INC COM 58733R102 1190137 580 SH SOLE 580 0 0 MERCANTILE BK CORP COM 587376104 251434 5751 SH SOLE 5751 0 0 MERITAGE HOMES CORP COM 59001A102 770448 3757 SH SOLE 3757 0 0 MGP INGREDIENTS INC NEW COM 55303J106 1125706 13522 SH SOLE 13522 0 0 MILLICOM INTL CELLULAR S A COM STK L6388F110 297181 10958 SH SOLE 10958 0 0 MINERALS TECHNOLOGIES INC COM 603158106 478054 6190 SH SOLE 6190 0 0 MOLINA HEALTHCARE INC COM 60855R100 873460 2535 SH SOLE 2535 0 0 MONGODB INC CL A 60937P106 1136281 4203 SH SOLE 4203 0 0 MOSAIC CO NEW COM 61945C103 205108 7659 SH SOLE 7659 0 0 NATERA INC COM 632307104 912390 7187 SH SOLE 7187 0 0 NATIONAL BEVERAGE CORP COM 635017106 1020523 21741 SH SOLE 21741 0 0 NATIONAL RESH CORP COM NEW 637372202 213787 9352 SH SOLE 9352 0 0 NEOGEN CORP COM 640491106 373485 22218 SH SOLE 22218 0 0 NEWMARKET CORP COM 651587107 1152346 2088 SH SOLE 2088 0 0 NORTHWEST PIPE CO COM 667746101 229892 5094 SH SOLE 5094 0 0 NOV INC COM 62955J103 1147956 71882 SH SOLE 71882 0 0 NOVA LTD COM M7516K103 975240 4681 SH SOLE 4681 0 0 NOVOCURE LTD ORD SHS G6674U108 1152384 73729 SH SOLE 73729 0 0 NVR INC COM 62944T105 520025 53 SH SOLE 53 0 0 OLD SECOND BANCORP INC ILL COM 680277100 574959 36880 SH SOLE 36880 0 0 ONESPAWORLD HOLDINGS LIMITED COM P73684113 1074471 65080 SH SOLE 65080 0 0 ORACLE CORP COM 68389X105 1162980 6825 SH SOLE 6825 0 0 OSHKOSH CORP COM 688239201 1150210 11478 SH SOLE 11478 0 0 OVINTIV INC COM 69047Q102 1140106 29760 SH SOLE 29760 0 0 OXFORD INDS INC COM 691497309 788475 9088 SH SOLE 9088 0 0 PALO ALTO NETWORKS INC COM 697435105 468266 1370 SH SOLE 1370 0 0 PARSONS CORP DEL COM 70202L102 1250381 12060 SH SOLE 12060 0 0 PENN ENTERTAINMENT INC COM 707569109 964029 51115 SH SOLE 51115 0 0 PENNANT GROUP INC COM 70805E109 904495 25336 SH SOLE 25336 0 0 PERSONALIS INC COM 71535D106 374615 69631 SH SOLE 69631 0 0 PHILLIPS 66 COM 718546104 967341 7359 SH SOLE 7359 0 0 PHOTRONICS INC COM 719405102 346194 13982 SH SOLE 13982 0 0 PILGRIMS PRIDE CORP COM 72147K108 1136468 24679 SH SOLE 24679 0 0 POWER INTEGRATIONS INC COM 739276103 1238350 19313 SH SOLE 19313 0 0 PRA GROUP INC COM 69354N106 564344 25239 SH SOLE 25239 0 0 RADIUS RECYCLING INC CL A 806882106 456974 24648 SH SOLE 24648 0 0 RADWARE LTD ORD M81873107 888437 39876 SH SOLE 39876 0 0 RANPAK HOLDINGS CORP COM CL A 75321W103 229869 35202 SH SOLE 35202 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 601229 70237 SH SOLE 70237 0 0 RESMED INC COM 761152107 1195456 4897 SH SOLE 4897 0 0 RH COM 74967X103 351820 1052 SH SOLE 1052 0 0 ROBERT HALF INC. COM 770323103 210656 3125 SH SOLE 3125 0 0 RPC INC COM 749660106 828072 130200 SH SOLE 130200 0 0 SEABOARD CORP DEL COM 811543107 429769 137 SH SOLE 137 0 0 SIMULATIONS PLUS INC COM 829214105 358400 11193 SH SOLE 11193 0 0 SKECHERS U S A INC CL A 830566105 329782 4928 SH SOLE 4928 0 0 SPARTANNASH CO COM 847215100 437667 19530 SH SOLE 19530 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 1184824 3215 SH SOLE 3215 0 0 STEPAN CO COM 858586100 1195289 15473 SH SOLE 15473 0 0 STRATEGIC ED INC COM 86272C103 1150859 12435 SH SOLE 12435 0 0 SUNCOKE ENERGY INC COM 86722A103 801997 92396 SH SOLE 92396 0 0 TECNOGLASS INC ORD SHS G87264100 1236979 18016 SH SOLE 18016 0 0 TENNANT CO COM 880345103 964050 10038 SH SOLE 10038 0 0 TEREX CORP NEW COM 880779103 1150158 21738 SH SOLE 21738 0 0 THE TRADE DESK INC COM CL A 88339J105 791234 7216 SH SOLE 7216 0 0 TJX COS INC NEW COM 872540109 1130382 9617 SH SOLE 9617 0 0 TOOTSIE ROLL INDS INC COM 890516107 631943 20405 SH SOLE 20405 0 0 TOPBUILD CORP COM 89055F103 891728 2192 SH SOLE 2192 0 0 TRANSDIGM GROUP INC COM 893641100 1208779 847 SH SOLE 847 0 0 TRAVEL PLUS LEISURE CO COM 894164102 1117164 24244 SH SOLE 24244 0 0 TRAVERE THERAPEUTICS INC COM 89422G107 513419 36699 SH SOLE 36699 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 1265188 86479 SH SOLE 86479 0 0 U S PHYSICAL THERAPY COM 90337L108 776057 9170 SH SOLE 9170 0 0 UBIQUITI INC COM 90353W103 599309 2703 SH SOLE 2703 0 0 UNION PAC CORP COM 907818108 409157 1660 SH SOLE 1660 0 0 UNITED STS LIME & MINERALS I COM 911922102 555392 5687 SH SOLE 5687 0 0 UNITEDHEALTH GROUP INC COM 91324P102 275969 472 SH SOLE 472 0 0 UNIVERSAL STAINLESS & ALLOY COM 913837100 206670 5350 SH SOLE 5350 0 0 VALERO ENERGY CORP COM 91913Y100 1098469 8135 SH SOLE 8135 0 0 VARONIS SYS INC COM 922280102 1121130 19843 SH SOLE 19843 0 0 VISHAY INTERTECHNOLOGY INC COM 928298108 342725 18124 SH SOLE 18124 0 0 WABASH NATL CORP COM 929566107 798822 41627 SH SOLE 41627 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 277778 31002 SH SOLE 31002 0 0 WASTE MGMT INC DEL COM 94106L109 366206 1764 SH SOLE 1764 0 0 WATSCO INC COM 942622200 1137718 2313 SH SOLE 2313 0 0 WAYFAIR INC CL A 94419L101 277361 4937 SH SOLE 4937 0 0 WD 40 CO COM 929236107 1199916 4653 SH SOLE 4653 0 0 WELLS FARGO CO NEW COM 949746101 1182279 20929 SH SOLE 20929 0 0 WILLDAN GROUP INC COM 96924N100 578787 14134 SH SOLE 14134 0 0 WINNEBAGO INDS INC COM 974637100 331982 5713 SH SOLE 5713 0 0 WIX COM LTD SHS M98068105 756611 4526 SH SOLE 4526 0 0 WOLFSPEED INC COM 977852102 1187707 122444 SH SOLE 122444 0 0 WORLD ACCEP CORPORATION COM 981419104 204931 1737 SH SOLE 1737 0 0 YEXT INC COM 98585N106 145451 21019 SH SOLE 21019 0 0 ZUMIEZ INC COM 989817101 975178 45783 SH SOLE 45783 0 0 ZURN ELKAY WATER SOLNS CORP COM 98983L108 326371 9081 SH SOLE 9081 0 0