0001085146-24-003200.txt : 20240724
0001085146-24-003200.hdr.sgml : 20240724
20240723215921
ACCESSION NUMBER: 0001085146-24-003200
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240724
DATE AS OF CHANGE: 20240723
EFFECTIVENESS DATE: 20240724
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MOODY ALDRICH PARTNERS LLC
CENTRAL INDEX KEY: 0000936941
ORGANIZATION NAME:
IRS NUMBER: 043011533
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04634
FILM NUMBER: 241135988
BUSINESS ADDRESS:
STREET 1: 18 SEWALL STREET
STREET 2: MOODY ALDRICH PARTNERS
CITY: MARBLEHEAD
STATE: MA
ZIP: 01945
BUSINESS PHONE: 7816392750
MAIL ADDRESS:
STREET 1: 18 SEWALL STREET
STREET 2: MOODY ALDRICH PARTNERS
CITY: MARBLEHEAD
STATE: MA
ZIP: 01945
FORMER COMPANY:
FORMER CONFORMED NAME: MOODY ALDRICH & SULLIVAN LLC
DATE OF NAME CHANGE: 19990330
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0000936941
XXXXXXXX
06-30-2024
06-30-2024
false
Moody Aldrich Partners LLC
18 SEWALL STREET
MOODY ALDRICH PARTNERS
MARBLEHEAD
MA
01945
13F HOLDINGS REPORT
028-04634
000106920
801-32888
N
John P. Sherlock
Authorized Signatory
781-639-2734
/s/John P. Sherlock
Marblehead
MA
07-23-2024
0
194
513034172
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
537887
3136
SH
SOLE
0
0
3136
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
BBG00X7L1CW0
3107191
58351
SH
SOLE
25415
16056
16880
ACUSHNET HLDGS CORP
COM
005098108
BBG00D5L3ST3
3211326
50588
SH
SOLE
22800
13558
14230
ADVANCED DRAIN SYS INC DEL
COM
00790R104
BBG001SH4LQ0
464489
2896
SH
SOLE
2896
0
0
ADVANCED ENERGY INDS
COM
007973100
BBG001S8L5Z6
4513105
41496
SH
SOLE
18700
11126
11670
AFLAC INC
COM
001055102
BBG001S5NGJ4
1920969
21509
SH
SOLE
21509
0
0
ALBANY INTL CORP
CL A
012348108
BBG001S5VKN1
3383827
40069
SH
SOLE
17806
10848
11415
ALKERMES PLC
SHS
G01767105
BBG001S6RXM7
1495791
62066
SH
SOLE
27930
16596
17540
ALLETE INC
COM NEW
018522300
BBG001S77110
2148020
34451
SH
SOLE
15455
9241
9755
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
514209
2823
SH
SOLE
0
0
2823
ALTAIR ENGR INC
COM CL A
021369103
BBG001SR65P2
6407174
65326
SH
SOLE
30251
17095
17980
AMAZON COM INC
COM
023135106
BBG001S5PQL7
815322
4219
SH
SOLE
0
0
4219
AMERICAN TOWER CORP NEW
COM
03027X100
BBG001S5NPQ6
290792
1496
SH
SOLE
0
0
1496
AMERICAN WOODMARK CORPORATIO
COM
030506109
BBG001S5NQ57
2823469
35922
SH
SOLE
16135
9637
10150
AMKOR TECHNOLOGY INC
COM
031652100
BBG001S64YF8
2110655
52740
SH
SOLE
27439
12336
12965
AMPHASTAR PHARMACEUTICALS IN
COM
03209R103
BBG001SCM4W2
2229360
55734
SH
SOLE
24265
15334
16135
APPFOLIO INC
COM CL A
03783C100
BBG008GC8CS3
4844687
19809
SH
SOLE
10255
4664
4890
ARCBEST CORP
COM
03937C105
BBG001S686R2
3642326
34015
SH
SOLE
16245
8665
9105
ARCELLX INC
COMMON STOCK
03940C100
BBG00QHJM4W4
1508729
27337
SH
SOLE
12280
7337
7720
ARISTA NETWORKS INC
COM
040413106
BBG001T51KQ0
297908
850
SH
SOLE
0
0
850
ARROWHEAD PHARMACEUTICALS IN
COM
04280A100
BBG001SGT8G5
1296355
49879
SH
SOLE
24199
12520
13160
ASBURY AUTOMOTIVE GROUP INC
COM
043436104
BBG001S9B5H5
2097088
9203
SH
SOLE
4125
2473
2605
ASCENDIS PHARMA A/S
SPONSORED ADR
04351P101
BBG007R7VP72
207707
1523
SH
SOLE
1523
0
0
ATI INC
COM
01741R102
BBG001S8WY72
8225730
148345
SH
SOLE
66715
39730
41900
ATKORE INC
COM
047649108
BBG001T8LDZ8
3968966
29415
SH
SOLE
13202
7908
8305
ATMUS FILTRATION TECHNOLOGIE
COM
04956D107
BBG01B079Z92
4579387
159117
SH
SOLE
71655
42677
44785
AVERY DENNISON CORP
COM
053611109
BBG001S5NZM8
305235
1396
SH
SOLE
1396
0
0
AXCELIS TECHNOLOGIES INC
COM NEW
054540208
BBG001SF8W86
3353125
23582
SH
SOLE
10625
6322
6635
AXSOME THERAPEUTICS INC
COM
05464T104
BBG00B6G7GM6
4970956
61751
SH
SOLE
29506
15715
16530
AZEK CO INC
CL A
05478C105
BBG00RP7FY15
3690251
87592
SH
SOLE
39451
23481
24660
BALCHEM CORP
COM
057665200
BBG001S5P2R4
4666686
30313
SH
SOLE
13609
8159
8545
BELLRING BRANDS INC
COMMON STOCK
07831C103
BBG013QNJHW0
3906376
68365
SH
SOLE
33002
17258
18105
BEST BUY INC
COM
086516101
BBG001S5P285
1741516
20661
SH
SOLE
20661
0
0
BIO-TECHNE CORP
COM
09073M104
BBG001S66C28
286313
3996
SH
SOLE
3054
0
942
BJS WHSL CLUB HLDGS INC
COM
05550J101
BBG00FQ8T4M6
305332
3476
SH
SOLE
3476
0
0
BLACKSTONE INC
COM
09260D107
BBG001S7H949
441718
3568
SH
SOLE
0
0
3568
BOOT BARN HLDGS INC
COM
099406100
BBG007D38ZV3
6595930
51159
SH
SOLE
22920
13899
14340
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
BBG001T91S76
244085
1586
SH
SOLE
0
0
1586
BOSTON SCIENTIFIC CORP
COM
101137107
BBG001S63L94
287555
3734
SH
SOLE
0
0
3734
BRIDGEBIO PHARMA INC
COM
10806X102
BBG00P9KDZL5
3187249
125829
SH
SOLE
60781
31698
33350
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
203902
127
SH
SOLE
0
0
127
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
BBG001SR7MB9
406411
2063
SH
SOLE
1661
0
402
BWX TECHNOLOGIES INC
COM
05605H100
BBG001SGJPH7
649895
6841
SH
SOLE
6841
0
0
CACI INTL INC
CL A
127190304
BBG001SF9NK1
368191
856
SH
SOLE
856
0
0
CACTUS INC
CL A
127203107
BBG00JRH1Q02
6659849
126277
SH
SOLE
60322
32125
33830
CADENCE BANK
COM
12740C103
BBG001SHFG98
6485650
229337
SH
SOLE
103255
61522
64560
CALIFORNIA RES CORP
COM STOCK
13057Q305
BBG00Y04KQ51
1687074
31700
SH
SOLE
31700
0
0
CAMDEN PPTY TR
SH BEN INT
133131102
BBG001S5Q6V9
302889
2776
SH
SOLE
2776
0
0
CATALYST PHARMACEUTICALS INC
COM
14888U101
BBG001SRHS16
4369326
282074
SH
SOLE
126835
75699
79540
CF INDS HLDGS INC
COM
125269100
BBG001SJ8KV8
1320744
17819
SH
SOLE
17819
0
0
CHART INDS INC
COM
16115Q308
BBG001SQV7W4
5593464
38752
SH
SOLE
18738
9744
10270
CHORD ENERGY CORPORATION
COM NEW
674215207
BBG00Y7BLJF2
4891561
29172
SH
SOLE
13768
7504
7900
CLEAN HARBORS INC
COM
184496107
BBG001S5PW98
631185
2791
SH
SOLE
2791
0
0
COLUMBIA BKG SYS INC
COM
197236102
BBG001S72GJ3
5587121
280901
SH
SOLE
126155
75431
79315
COMFORT SYS USA INC
COM
199908104
BBG001SB1GG8
283744
933
SH
SOLE
933
0
0
CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
1833740
16032
SH
SOLE
14950
0
1082
CONSTRUCTION PARTNERS INC
COM CL A
21044C107
BBG00KK0CFZ7
6353401
115077
SH
SOLE
51755
30847
32475
COTERRA ENERGY INC
COM
127097103
BBG001S6H6Y4
1774328
66529
SH
SOLE
66529
0
0
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
G25457105
BBG00T68J2H9
4808791
150557
SH
SOLE
65675
41417
43465
CRINETICS PHARMACEUTICALS IN
COM
22663K107
BBG00BC592C3
6726697
150183
SH
SOLE
72508
37895
39780
CROWDSTRIKE HLDGS INC
CL A
22788C105
BBG00BLYKRZ7
308085
804
SH
SOLE
0
0
804
CSW INDUSTRIALS INC
COM
126402106
BBG007NLG4M2
4452963
16784
SH
SOLE
7552
4507
4725
CYTOKINETICS INC
COM NEW
23282W605
BBG001SGMVF2
3787453
69905
SH
SOLE
33309
17861
18735
DECKERS OUTDOOR CORP
COM
243537107
BBG001S7GXB9
574962
594
SH
SOLE
594
0
0
DIAMONDBACK ENERGY INC
COM
25278X109
BBG002PHSZN7
425403
2125
SH
SOLE
1733
0
392
DISCOVER FINL SVCS
COM
254709108
BBG001SS0KV6
1821268
13923
SH
SOLE
13923
0
0
E L F BEAUTY INC
COM
26856L103
BBG00DQ6VYQ2
284051
1348
SH
SOLE
1348
0
0
EAST WEST BANCORP INC
COM
27579R104
BBG001SCC7R2
586353
8007
SH
SOLE
8007
0
0
EBAY INC.
COM
278642103
BBG001S9B9J5
2326667
43311
SH
SOLE
43311
0
0
ELASTIC N V
ORD SHS
N14506104
BBG00LWZDZ26
294343
2584
SH
SOLE
2584
0
0
ELEMENT SOLUTIONS INC
COM
28618M106
BBG004KDL523
7802261
287694
SH
SOLE
136006
73908
77780
ELI LILLY & CO
COM
532457108
BBG001S5STL8
671792
742
SH
SOLE
0
0
742
ENERPAC TOOL GROUP CORP
CL A COM
292765104
BBG001S5NYQ7
4459691
116807
SH
SOLE
52585
31342
32880
ENTEGRIS INC
COM
29362U104
BBG001SF9YL6
364768
2694
SH
SOLE
2694
0
0
EVERCORE INC
CLASS A
29977A105
BBG001SC3S41
6800654
32628
SH
SOLE
19902
6211
6515
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
358714
3116
SH
SOLE
0
0
3116
FABRINET
SHS
G3323L100
BBG001SP57F4
5056137
20655
SH
SOLE
9936
5219
5500
FINVOLUTION GROUP
SPONSORED ADS
31810T101
BBG00HZ6P0Q4
546943
114663
SH
SOLE
114663
0
0
FORESTAR GROUP INC
COM
346232101
BBG001S5R9G9
5441627
170104
SH
SOLE
76445
45644
48015
FRANKLIN ELEC INC
COM
353514102
BBG001S5R3W4
2846641
29554
SH
SOLE
13257
7957
8340
FTAI AVIATION LTD
SHS
G3730V105
BBG019M62R54
7770329
75272
SH
SOLE
33840
20187
21245
GENERAL DYNAMICS CORP
COM
369550108
BBG001S5RHP1
235884
813
SH
SOLE
0
0
813
GENTEX CORP
COM
371901109
BBG001S5RMR8
202159
5997
SH
SOLE
5997
0
0
GENWORTH FINL INC
COM SHS
37247D106
BBG001SJ0DH8
2048599
339172
SH
SOLE
339172
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
401660
888
SH
SOLE
0
0
888
GRAPHIC PACKAGING HLDG CO
COM
388689101
BBG001S90195
219981
8393
SH
SOLE
8393
0
0
GXO LOGISTICS INCORPORATED
COMMON STOCK
36262G101
BBG00YDGX9Z1
288860
5720
SH
SOLE
5720
0
0
HALOZYME THERAPEUTICS INC
COM
40637H109
BBG001SGX585
7095408
135512
SH
SOLE
64445
34677
36390
HARTFORD FINL SVCS GROUP INC
COM
416515104
BBG001S8PXF3
1859387
18494
SH
SOLE
18494
0
0
HEALTHEQUITY INC
COM
42226A107
BBG001T8JKN8
5003565
58046
SH
SOLE
26115
15576
16355
HEICO CORP NEW
CL A
422806208
BBG001S96YM2
489068
2755
SH
SOLE
2755
0
0
HELLO GROUP INC
ADS
423403104
BBG007HTCQV7
433002
70752
SH
SOLE
70752
0
0
HENRY JACK & ASSOC INC
COM
426281101
BBG001S5SHB5
338515
2039
SH
SOLE
2039
0
0
HILTON GRAND VACATIONS INC
COM
43283X105
BBG00CBYY6L2
4436343
109729
SH
SOLE
49430
29419
30880
HOWMET AEROSPACE INC
COM
443201108
BBG00DYNJH69
534638
6887
SH
SOLE
6887
0
0
ICF INTL INC
COM
44925C103
BBG001S6L7P7
6852171
46155
SH
SOLE
20732
12393
13030
IDACORP INC
COM
451107106
BBG001S5S4M2
285691
3067
SH
SOLE
3067
0
0
INDEPENDENT BK CORP MASS
COM
453836108
BBG001S5S8F1
4844977
95524
SH
SOLE
47443
23426
24655
INTER PARFUMS INC
COM
458334109
BBG001SD06N9
3293279
28383
SH
SOLE
12775
7618
7990
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
375302
2170
SH
SOLE
0
0
2170
INTRA-CELLULAR THERAPIES INC
COM
46116X101
BBG0026ZFZD3
6781332
99012
SH
SOLE
47364
25183
26465
ISHARES TR
CORE S&P MCP ETF
464287507
BBG001SFC7V0
217987
3725
SH
SOLE
3725
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
BBG001SFC7W9
202654
1900
SH
SOLE
1900
0
0
ISHARES TR
MSCI INDIA ETF
46429B598
BBG002DMN4B6
231599
4152
SH
SOLE
4152
0
0
ITRON INC
COM
465741106
BBG001S6DJQ9
4041823
40843
SH
SOLE
18395
10963
11485
JPMORGAN CHASE & CO.
COM
46625H100
BBG001S8CRC3
560058
2769
SH
SOLE
0
0
2769
KB HOME
COM
48666K109
BBG001S5SJV9
1856822
26458
SH
SOLE
26458
0
0
KNIFE RIVER CORP
COMMON STOCK
498894104
BBG002N3N2W8
4773448
68056
SH
SOLE
33007
17109
17940
KURA ONCOLOGY INC
COM
50127T109
BBG008974351
2119061
102917
SH
SOLE
46245
27617
29055
LANCASTER COLONY CORP
COM
513847103
BBG001S5SPQ1
5797411
30679
SH
SOLE
14605
7859
8215
LEONARDO DRS INC
COM
52661A108
BBG00ZSB4TT8
6965888
273065
SH
SOLE
122695
73265
77105
LIGHT & WONDER INC
COM
80874P109
BBG00JR5MM40
8212628
78305
SH
SOLE
37281
20019
21005
LOAR HOLDINGS INC
COM SHS
53947R105
BBG01M86F4Z5
5028071
94141
SH
SOLE
42370
25261
26510
LOCKHEED MARTIN CORP
COM
539830109
BBG001S7PS57
212531
455
SH
SOLE
0
0
455
LOWES COS INC
COM
548661107
BBG001S5SVL3
288803
1310
SH
SOLE
0
0
1310
LYFT INC
CL A COM
55087P104
BBG004M9ZHY4
217126
15399
SH
SOLE
15399
0
0
MACOM TECH SOLUTIONS HLDGS I
COM
55405Y100
BBG001T4BB37
2564256
23004
SH
SOLE
10362
6167
6475
MADRIGAL PHARMACEUTICALS INC
COM
558868105
BBG001SNKQ42
1348690
4814
SH
SOLE
2314
1215
1285
MAGNOLIA OIL & GAS CORP
CL A
559663109
BBG00GNC8DM1
6808503
268686
SH
SOLE
120945
72106
75635
MARRIOTT VACATIONS WORLDWIDE
COM
57164Y107
BBG001V0GHW2
331030
3791
SH
SOLE
3791
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
BBG001SKNNS6
329988
748
SH
SOLE
0
0
748
MDU RES GROUP INC
COM
552690109
BBG001S5T2W4
279338
11129
SH
SOLE
11129
0
0
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
343669
2776
SH
SOLE
0
0
2776
MERITAGE HOMES CORP
COM
59001A102
BBG001S9F527
4616933
28526
SH
SOLE
12821
7655
8050
MICROCHIP TECHNOLOGY INC.
COM
595017104
BBG001S787B5
211365
2310
SH
SOLE
0
0
2310
MICROSOFT CORP
COM
594918104
BBG001S5TD05
1334593
2986
SH
SOLE
0
0
2986
MKS INSTRS INC
COM
55306N104
BBG001SBB6Q8
222769
1706
SH
SOLE
1706
0
0
MODINE MFG CO
COM
607828100
BBG001S5T913
5378800
53686
SH
SOLE
25516
13725
14445
MR COOPER GROUP INC
COM
62482R107
BBG002V09956
6641608
81763
SH
SOLE
36805
21943
23015
MSA SAFETY INC
COM
553498106
BBG001S5TCN2
303307
1616
SH
SOLE
1616
0
0
NAPCO SEC TECHNOLOGIES INC
COM
630402105
BBG001S5TR13
3386465
65187
SH
SOLE
29375
17472
18340
NATERA INC
COM
632307104
BBG001V0FSF8
340247
3142
SH
SOLE
3142
0
0
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
N62509109
BBG01BNNTQP2
4239013
220667
SH
SOLE
99365
59207
62095
NOVANTA INC
COM
67000B104
BBG001S6MRJ9
3607341
22116
SH
SOLE
9964
5932
6220
NUTANIX INC
CL A
67059N108
BBG001V13SG8
283454
4986
SH
SOLE
4986
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
1080357
8745
SH
SOLE
0
0
8745
ONTO INNOVATION INC
COM
683344105
BBG001S5THX0
254690
1160
SH
SOLE
1160
0
0
OSCAR HEALTH INC
CL A
687793109
BBG00YMWFVT4
2392459
151230
SH
SOLE
68080
40585
42565
OSI SYSTEMS INC
COM
671044105
BBG001SB1J54
4155992
30221
SH
SOLE
13660
8021
8540
OXFORD INDS INC
COM
691497309
BBG001S5TZF0
3329988
33250
SH
SOLE
14955
8915
9380
PACKAGING CORP AMER
COM
695156109
BBG001S5V741
347959
1906
SH
SOLE
0
0
1906
PATHWARD FINANCIAL INC
COM
59100U108
BBG001S7G4Q7
5331213
94241
SH
SOLE
42335
25311
26595
PEPSICO INC
COM
713448108
BBG001S695T1
481101
2917
SH
SOLE
0
0
2917
PFIZER INC
COM
717081103
BBG001S5V466
369504
13206
SH
SOLE
0
0
13206
PHILIP MORRIS INTL INC
COM
718172109
BBG001STP9N1
274807
2712
SH
SOLE
0
0
2712
PIPER SANDLER COMPANIES
COM
724078100
BBG001SGY6K8
4851523
21078
SH
SOLE
9482
5656
5940
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
BBG001S985K5
1913985
107166
SH
SOLE
107166
0
0
POOL CORP
COM
73278L105
BBG001S5VBK4
319623
1040
SH
SOLE
1040
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
BBG001S5V4Y5
5612293
129794
SH
SOLE
63673
32256
33865
PRAXIS PRECISION MEDICINES I
COM NEW
74006W207
BBG00W9LF2H4
1008398
24381
SH
SOLE
10960
6536
6885
PRECISION DRILLING CORP
COM NEW
74022D407
BBG001S5V359
520247
7400
SH
SOLE
7400
0
0
PROTAGONIST THERAPEUTICS INC
COM
74366E102
BBG002B63KP4
4650550
134215
SH
SOLE
65030
33770
35415
PULTE GROUP INC
COM
745867101
BBG001S5V5K7
293747
2668
SH
SOLE
2668
0
0
PURE STORAGE INC
CL A
74624M102
BBG00212PW10
327471
5100
SH
SOLE
5100
0
0
QUALYS INC
COM
74758T303
BBG001SYH860
2901767
20349
SH
SOLE
9131
5458
5760
RAMBUS INC DEL
COM
750917106
BBG001S7RF80
2976488
50655
SH
SOLE
24283
12877
13495
REGENERON PHARMACEUTICALS
COM
75886F107
BBG001S6PX49
333177
317
SH
SOLE
0
0
317
S&P GLOBAL INC
COM
78409V104
BBG001S5T5M8
227014
509
SH
SOLE
0
0
509
SCORPIO TANKERS INC
SHS
Y7542C130
BBG001T6B9Q2
9156668
112642
SH
SOLE
70247
20655
21740
SHARKNINJA INC
COM SHS
G8068L108
BBG01HN2K366
595714
7927
SH
SOLE
7927
0
0
SIMPLY GOOD FOODS CO
COM
82900L102
BBG00GVP5JM3
3517978
97370
SH
SOLE
47683
24237
25450
SIMPSON MFG INC
COM
829073105
BBG001SB9QN0
3546377
21043
SH
SOLE
9460
5663
5920
SKYWARD SPECIALTY INS GROUP
COM
830940102
BBG002QHKLR1
3357034
92787
SH
SOLE
41760
24882
26145
SL GREEN RLTY CORP
COM
78440X887
BBG001S9Z1V2
5918823
104499
SH
SOLE
50329
26450
27720
SOUTHWEST GAS HLDGS INC
COM
844895102
BBG00FWP4JX3
8258811
117346
SH
SOLE
54338
30708
32300
SPS COMM INC
COM
78463M107
BBG001T65R07
7485569
39783
SH
SOLE
19184
10044
10555
STERIS PLC
SHS USD
G8473T100
BBG00MRHG532
392318
1787
SH
SOLE
1680
0
107
STIFEL FINL CORP
COM
860630102
BBG001S5W081
515419
6125
SH
SOLE
6125
0
0
STRUCTURE THERAPEUTICS INC
SPONSORED ADS
86366E106
BBG01CBVHMQ6
1087151
27684
SH
SOLE
12450
7439
7795
SUMMIT MATLS INC
CL A
86614U100
BBG006K8P6F9
4541946
124063
SH
SOLE
60104
31214
32745
TAYLOR MORRISON HOME CORP
COM
87724P106
BBG003PGJJF2
1850809
33384
SH
SOLE
33384
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
BBG001SDK336
386040
995
SH
SOLE
995
0
0
TERRENO RLTY CORP
COM
88146M101
BBG001T60PW1
4682558
79124
SH
SOLE
38226
19923
20975
TIDEWATER INC NEW
COM
88642R109
BBG00HBQ36G8
6462093
67872
SH
SOLE
31812
17675
18385
TOLL BROTHERS INC
COM
889478103
BBG001S5WT15
1619316
14059
SH
SOLE
14059
0
0
TOPBUILD CORP
COM
89055F103
BBG0077VS2G6
270845
703
SH
SOLE
703
0
0
TRANSMEDICS GROUP INC
COM
89377M109
BBG00NZ6J701
3943382
26181
SH
SOLE
11827
6989
7365
TREX CO INC
COM
89531P105
BBG001SB6TV8
300631
4056
SH
SOLE
4056
0
0
TRIPADVISOR INC
COM
896945201
BBG001V10VR2
2666139
149699
SH
SOLE
67270
40204
42225
TYLER TECHNOLOGIES INC
COM
902252105
BBG001S5WZB0
350940
698
SH
SOLE
698
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
396714
779
SH
SOLE
0
0
779
VARONIS SYS INC
COM
922280102
BBG001Y04TP4
4680145
97564
SH
SOLE
43878
26111
27575
VAXCYTE INC
COM
92243G108
BBG009PHHPP4
7572596
100286
SH
SOLE
48129
25487
26670
VERMILION ENERGY INC
COM
923725105
BBG001S7X7L6
433635
39400
SH
SOLE
39400
0
0
VERONA PHARMA PLC
SPONSORED ADS
925050106
BBG00GD4KBM0
4279365
295945
SH
SOLE
140537
76043
79365
VIATRIS INC
COM
92556V106
BBG00Y52JV51
1672269
157316
SH
SOLE
157316
0
0
VIKING THERAPEUTICS INC
COM
92686J106
BBG006LGV887
1296890
24465
SH
SOLE
11849
6141
6475
VIRTU FINL INC
CL A
928254101
BBG0064N2T87
6108039
272073
SH
SOLE
162196
53637
56240
VISTEON CORP
COM NEW
92839U206
BBG001TCM086
2182549
20455
SH
SOLE
9173
5492
5790
VITA COCO CO INC
COM
92846Q107
BBG012QFVTF8
5588938
200680
SH
SOLE
90295
53880
56505
WALKER & DUNLOP INC
COM
93148P102
BBG001T0JGM5
3428653
34915
SH
SOLE
15665
9395
9855
WAVE LIFE SCIENCES LTD
SHS
Y95308105
BBG00B642V63
895001
179359
SH
SOLE
80605
48049
50705
WEX INC
COM
96208T104
BBG001SCJLG6
342766
1935
SH
SOLE
1935
0
0
WINTRUST FINL CORP
COM
97650W108
BBG001S945T0
11434734
116018
SH
SOLE
55087
29476
31455