Fund HoldingsABSOLUTE INVESTMENT ADVISERS, LLC

Total Portfolio Value
$732.65M
Total Bought
$150.99M
Total Sold
$114.93M
Net Transaction
+$36.06M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INTEGER HLDGS CORP(ITGR)013,000,000+13,000,000018,6732.55%+18,673
LIVE NATION ENTERTAINMENT IN(LYV)08,000,000+8,000,00009,5001.30%+9,500
CORNERSTONE STRATEGIC VALUE(CLM)01,219,193+1,219,19309,1681.25%+9,168
FIRST TR MLP & ENERGY INCOM0912,036+912,03608,8191.20%+8,819
ABRDN HEALTHCARE INVESTORS(HQH)0505,668+505,66808,5261.16%+8,526
ABRDN LIFE SCIENCES INVESTOR(HQL)0598,408+598,40808,1561.11%+8,156
ON SEMICONDUCTOR CORP(ON)07,500,000+7,500,00007,4201.01%+7,420
FIRST TR HIGH INCOME LONG /0501,915+501,91505,9880.82%+5,988
POST HLDGS INC(POST)05,000,000+5,000,00005,5930.76%+5,593
FIRST TR ENERGY INFRASTRCTR0284,760+284,76005,1710.71%+5,171
VIRTUS TOTAL RETURN FD INC(ZTR)0839,292+839,29204,6750.64%+4,675
FIRST TR ENERGY INCOME & GRO0275,719+275,71904,5050.61%+4,505
DESTRA MULTI-ALTERNATIVE FD0562,645+562,64504,4000.60%+4,400
CLEARBRIDGE MLP AND MIDSTRM094,651+94,65103,9260.54%+3,926
KKR INCOME OPPORTUNITIES FD0272,446+272,44603,6890.50%+3,689
NEUBERGER BERMAN HIGH YIELD(NHS)0296,733+296,73302,3920.33%+2,392
CBRE GBL REAL ESTATE INC FD0443,913+443,91302,3880.33%+2,388
IMPINJ INC(PI)9,000,0009,000,00009,75412,1241.65%+2,370
FST TR NEW OPPORT MLP & ENE0290,058+290,05802,2220.30%+2,222
CLEARBRIDGE ENERGY MIDSTRM O(EMO)051,695+51,69502,0990.29%+2,099
NUVEEN MULTI ASSET INCOME FU0168,681+168,68102,0980.29%+2,098
INFINERA CORP14,250,00014,250,000013,25315,3392.09%+2,087
AXON ENTERPRISE INC(AXON)10,500,00010,500,000013,22115,1962.07%+1,975
BLACKROCK INNOVATION AND GRW(BTX)0218,800+218,80001,7810.24%+1,781
BLACKROCK CAP ALLOCATION TER(BCAT)0104,769+104,76901,7450.24%+1,745
BLACKROCK ESG CAP ALLC TERM(ECAT)0100,500+100,50001,7450.24%+1,745
PATRICK INDS INC(PATK)10,949,00010,949,000012,46814,0851.92%+1,617
RIVERNORTH OPPORTUNITIES FD0126,956+126,95601,5290.21%+1,529
FIRST TR ABRDN GBL OPP INCM0231,222+231,22201,5250.21%+1,525
HANCOCK JOHN INVT TR0287,333+287,33301,5040.21%+1,504
SEMTECH CORP(SMTC)8,000,0008,000,00006,8278,2021.12%+1,375
EATON VANCE NEW YORK MUN BD0138,300+138,30001,3430.18%+1,343
PIONEER FLOATING RATE FUND I0137,444+137,44401,3300.18%+1,330
FARO TECHNOLOGIES INC01,500,000+1,500,00001,2780.17%+1,278
REPLIGEN CORP(RGEN)5,000,0006,000,000+1,000,0005,6126,7120.92%+1,099
UNIFIED SER TR
ABSLUTE SELCT VL
036,000+36,00001,0950.15%+1,095
MAINSTAY CBRE GBL INFRA MEG083,363+83,36301,0480.14%+1,048
CLEARBRIDGE MLP AND MIDSTRM022,833+22,83301,0450.14%+1,045
ALARM COM HLDGS INC(ALRM)8,185,0009,000,000+815,0007,2958,2481.13%+953
RIVERNORTH FLEXIBLE MUNI INC066,574+66,57409340.13%+934
EATON VANCE MUN BD FD087,277+87,27709030.12%+903
BLACKROCK HEALTH SCIENCES TE054,123+54,12308870.12%+887
JAZZ INVESTMENTS I LTD(JAZZ)5,000,0006,000,000+1,000,0005,0465,9240.81%+878
INOTIV INC2,000,0003,000,000+1,000,0008401,6950.23%+855
HERZFELD CARIBBEAN BASIN FD0325,071+325,07108420.11%+842
WESTERN ASSET HIGH INCOM FD0185,012+185,01208270.11%+827
FRANKLIN LTD DURATION INCOME(FTF)0129,641+129,64108130.11%+813
ABRDN GLOBAL INFRA INCOME FU042,000+42,00007460.10%+746
NXG NEXTGEN INFRASTR INCM FD018,292+18,29207110.10%+711
ENVESTNET INC11,000,00011,000,000010,87611,5601.58%+684
MFS SPL VALUE TR0145,750+145,75006490.09%+649
VERITONE INC8,246,0006,500,000-1,746,0001,8312,4710.34%+640
BANDWIDTH INC(BAND)7,240,0007,240,00004,5785,1800.71%+602
HALOZYME THERAPEUTICS INC(HALO)11,000,00011,000,000010,21610,7891.47%+573
MANNKIND CORP6,000,0006,000,00006,0606,5790.90%+519
VERINT SYSTEMS INC8,465,0008,495,000+30,0007,4287,9241.08%+496
IMAX CORP(IMAX)11,595,00011,595,000010,32010,7661.47%+446
MITEK SYS INC5,682,0005,682,00005,2845,7180.78%+434
BLACKROCK CALIF MUN INCOME T034,536+34,53604080.06%+408
STRIDE INC(LRN)8,502,0008,502,000010,81011,2171.53%+406
EATON VANCE CALIF MUN BD FD042,899+42,89904050.06%+405
ECOFIN SUSTAINABLE AND SOCIA031,772+31,77203750.05%+375
INTERDIGITAL INC(IDCC)6,000,0006,830,000+830,0008,7909,1421.25%+352
FASTLY INC(FSLY)8,593,0008,593,00007,4647,8011.06%+337
SABA CAPITAL INCOME & OPRNT043,533+43,53303170.04%+317
TORTOISE PIPELINE & ENERGY F09,186+9,18602900.04%+290
WAYFAIR INC(W)5,000,0005,000,00006,1716,4570.88%+286
UPWORK INC(UPWK)9,890,0009,890,00008,4308,6631.18%+233
NCL CORP LTD(NCLH)8,175,0008,175,00007,4967,7161.05%+221
SMART GLOBAL HLDGS INC(PENG)8,480,0007,000,000-1,480,0009,5019,7201.33%+220
JOHN BEAN TECHNOLOGIES CORP(JBTM)10,000,00010,000,00009,0139,2231.26%+210
RIVERNORTH MANAGED DUR MUN I012,975+12,97502090.03%+209
INVESCO VALUE MUN INCOME TR016,800+16,80002020.03%+202
BANDWIDTH INC(BAND)4,000,0004,000,00003,3053,5050.48%+199
NUVEEN MUN CR OPPORTUNITIES018,300+18,30001930.03%+193
NORTHERN OIL & GAS INC(NOG)5,000,0005,000,00005,8946,0830.83%+189
ALTAIR ENGR INC9,000,0009,000,000011,56111,7361.60%+175
MAGNITE INC(MGNI)7,500,0007,500,00006,4226,5830.90%+161
CONFLUENT INC7,000,0007,000,00005,8315,9790.82%+148
Q2 HLDGS INC(QTWO)5,500,0005,500,00004,9375,0820.69%+145
CRACKER BARREL OLD CTRY STOR(CBRL)11,339,00011,339,00009,8149,9491.36%+135
DIGITALOCEAN HLDGS INC(DOCN)9,000,0009,000,00007,4137,5441.03%+131
LCI INDS(LCII)8,258,0008,382,000+124,0008,0728,1941.12%+122
EATON VANCE MUNI INCOME TRUS010,100+10,10001040.01%+104
FIVERR INTL LTD6,000,0006,000,00005,3235,3990.74%+77
CONMED CORP(CNMD)10,000,00011,000,000+1,000,0009,98510,0231.37%+38
PERFICIENT INC13,749,00013,250,000-499,00011,39411,4101.56%+16
MODEL N INC7,000,0007,000,00007,4207,4271.01%+7
LUMENTUM HLDGS INC(LITE)9,600,0009,600,00008,5468,4711.16%-75
CUTERA INC3,000,0003,000,00007916770.09%-114
BENTLEY SYS INC(BSY)12,824,00012,824,000011,51011,3881.55%-122
ACCURAY INC DEL11,000,00011,000,00009,9289,7951.34%-133
ITRON INC(ITRI)11,250,00010,250,000-1,000,00010,36410,2201.39%-144
RAPID7 INC6,956,0006,956,00006,2436,0980.83%-145
PEABODY ENGR CORP(BTU)7,000,0007,000,00009,9979,8211.34%-176
PROGRESS SOFTWARE CORP(PRGS)10,350,00010,350,000010,93210,6751.46%-257
GREEN PLAINS INC(GPRE)9,112,0009,112,00009,5389,2111.26%-326
REDFIN CORP
NOTE
3,750,0003,750,00002,4382,0640.28%-373
GREENBRIER COS INC(GBX)11,500,00010,000,000-1,500,00011,32010,9411.49%-379
GOSSAMER BIO INC5,000,0003,750,000-1,250,0001,8631,4480.20%-414
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