Fund HoldingsDynamic Technology Lab Private Ltd

Total Portfolio Value
$936.0K
Total Bought
$613.5K
Total Sold
$621.4K
Net Transaction
-$7.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PERFORMANCE FOOD GROUP CO(PFGC)052,709+52,709040.42%+4
TRIPADVISOR INC(TRIP)0140,938+140,938040.42%+4
NRG ENERGY INC(NRG)056,655+56,655040.41%+4
TEXAS ROADHOUSE INC(TXRH)024,176+24,176040.40%+4
ON SEMICONDUCTOR CORP(ON)048,492+48,492040.38%+4
IRIDIUM COMMUNICATIONS INC(IRDM)0136,283+136,283040.38%+4
FABRINET(FN)021,347+21,347040.43%+4
MARSH & MCLENNAN COS INC(MRSH)017,008+17,008040.37%+4
DOW INC(DOW)058,089+58,089030.36%+3
UGI CORP NEW(UGI)0176,415+176,415040.46%+4
SKECHERS U S A INC054,367+54,367030.36%+3
COMFORT SYS USA INC(FIX)010,090+10,090030.34%+3
ORACLE CORP(ORCL)024,928+24,928030.33%+3
PAPA JOHNS INTL INC045,638+45,638030.32%+3
WALMART INC(WMT)056,245+56,245030.36%+3
MARRIOTT INTL INC NEW(MAR)011,659+11,659030.31%+3
FRANKLIN RESOURCES INC(BEN)0104,157+104,157030.31%+3
LPL FINL HLDGS INC(LPLA)011,053+11,053030.31%+3
UNION PAC CORP(UNP)011,872+11,872030.31%+3
BRAZE INC(BRZE)065,873+65,873030.31%+3
OVINTIV INC(OVV)056,100+56,100030.31%+3
MAGNA INTL INC(MGA)053,407+53,407030.31%+3
UBER TECHNOLOGIES INC(UBER)047,044+47,044040.39%+4
PAR PAC HOLDINGS INC(PARR)086,430+86,430030.34%+3
ABBOTT LABS025,002+25,002030.30%+3
STERLING INFRASTRUCTURE INC(STRL)025,295+25,295030.30%+3
API GROUP CORP(APG)070,422+70,422030.30%+3
CONSOLIDATED EDISON INC(ED)030,029+30,029030.29%+3
GENERAL DYNAMICS CORP(GD)09,636+9,636030.29%+3
SMARTSHEET INC070,036+70,036030.29%+3
BJS WHSL CLUB HLDGS INC(BJ)045,212+45,212030.37%+3
RAPID7 INC065,965+65,965030.35%+3
CINTAS CORP(CTAS)03,670+3,670030.27%+3
SEALED AIR CORP NEW080,942+80,942030.32%+3
SONOCO PRODS CO(SON)047,553+47,553030.29%+3
SPDR GOLD TR(GLD)011,705+11,705020.26%+2
ELI LILLY & CO(LLY)06,273+6,273050.52%+5
GRIFFON CORP(GFF)032,549+32,549020.26%+2
UNDER ARMOUR INC(UA)0322,832+322,832020.25%+2
INSTALLED BLDG PRODS INC(IBP)010,185+10,185030.28%+3
SOUTHWEST AIRLS CO(LUV)081,140+81,140020.25%+2
CNH INDL N V
SHS
0182,392+182,392020.25%+2
COPA HOLDINGS SA(CPA)029,993+29,993030.33%+3
SYNAPTICS INC(SYNA)024,152+24,152020.25%+2
INTERCONTINENTAL EXCHANGE IN(ICE)017,128+17,128020.25%+2
ROBERT HALF INC.(RHI)029,636+29,636020.25%+2
VISA INC(V)019,434+19,434050.58%+5
KONTOOR BRANDS INC(KTB)038,629+38,629020.25%+2
TD SYNNEX CORPORATION(SNX)020,456+20,456020.25%+2
DENTSPLY SIRONA INC(XRAY)069,513+69,513020.25%+2
SCHWAB CHARLES CORP(SCHW)031,697+31,697020.24%+2
ALKERMES PLC(ALKS)084,254+84,254020.24%+2
BROWN FORMAN CORP(BF-A)044,073+44,073020.24%+2
POOL CORP(POOL)05,623+5,623020.24%+2
WASTE CONNECTIONS INC(WCN)012,949+12,949020.24%+2
IQVIA HLDGS INC(IQV)08,785+8,785020.24%+2
NATIONAL VISION HLDGS INC(EYE)099,969+99,969020.24%+2
CHEVRON CORP NEW(CVX)013,850+13,850020.23%+2
EXELON CORP(EXC)057,863+57,863020.23%+2
MATADOR RES CO(MTDR)040,344+40,344030.29%+3
BARRICK GOLD CORP0126,889+126,889020.23%+2
GENUINE PARTS CO(GPC)013,609+13,609020.23%+2
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
022,640+22,640020.23%+2
OLLIES BARGAIN OUTLET HLDGS(OLLI)026,396+26,396020.22%+2
CINCINNATI FINL CORP(CINF)016,789+16,789020.22%+2
HEXCEL CORP NEW(HXL)028,558+28,558020.22%+2
LIBERTY ENERGY INC(LBRT)98,947187,033+88,086240.41%+2
INGREDION INC(INGR)017,687+17,687020.22%+2
FRESHWORKS INC(FRSH)0112,386+112,386020.22%+2
QORVO INC(QRVO)024,245+24,245030.30%+3
3M CO(MMM)019,006+19,006020.22%+2
ILLINOIS TOOL WKS INC(ITW)07,469+7,469020.21%+2
WARNER BROS DISCOVERY INC(WBD)0351,000+351,000030.33%+3
MASTEC INC(MTZ)020,728+20,728020.21%+2
ASSURED GUARANTY LTD(AGO)022,100+22,100020.21%+2
MONSTER BEVERAGE CORP NEW(MNST)032,393+32,393020.21%+2
NETFLIX INC(NFLX)03,130+3,130020.20%+2
MSC INDL DIRECT INC(MSM)019,513+19,513020.20%+2
ROSS STORES INC(ROST)029,204+29,204040.46%+4
INCYTE CORP(INCY)039,126+39,126020.24%+2
SPROUTS FMRS MKT INC(SFM)029,224+29,224020.20%+2
BROOKFIELD CORP(BN)044,324+44,324020.20%+2
STIFEL FINL CORP(SF)023,673+23,673020.20%+2
PEMBINA PIPELINE CORP(PBA)052,379+52,379020.20%+2
CALIX INC(CALX)055,744+55,744020.20%+2
NEWS CORP NEW(NWS)070,188+70,188020.20%+2
EVERCORE INC(EVR)09,404+9,404020.19%+2
FIDELITY NATIONAL FINANCIAL(FNF)033,916+33,916020.19%+2
FORD MTR CO DEL(F)0134,727+134,727020.19%+2
INTUIT(INTU)02,739+2,739020.19%+2
APPLE INC(AAPL)025,478+25,478040.47%+4
CSG SYS INTL INC034,218+34,218020.19%+2
PAGSEGURO DIGITAL LTD(PAGS)0123,091+123,091020.19%+2
SPRINKLR INC(CXM)0141,799+141,799020.19%+2
S&P GLOBAL INC(SPGI)04,071+4,071020.19%+2
XPO INC(XPO)014,134+14,134020.18%+2
STRYKER CORPORATION(SYK)04,777+4,777020.18%+2
SHOALS TECHNOLOGIES GROUP IN(SHLS)0189,826+189,826020.23%+2
CENTERPOINT ENERGY INC(CNP)114,316174,179+59,863350.53%+2
WEATHERFORD INTL PLC(WFRD)014,597+14,597020.18%+2
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