Fund HoldingsState of Wyoming

Total Portfolio Value
$700.71M
Total Bought
$162.73M
Total Sold
$93.69M
Net Transaction
+$69.05M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)290,790286,250-4,540158,254164,23923.44%+5,985
APPLE INC(AAPL)037,007+37,00708,6231.23%+8,623
ISHARES TR91,786156,106+64,3204,8778,9321.27%+4,056
ISHARES TR0492,920+492,920041,2235.88%+41,223
ISHARES TR020,905+20,90504,6180.66%+4,618
TAIWAN SEMICONDUCTOR MFG LTD(TSM)020,164+20,16403,5020.50%+3,502
COMPOSECURE INC(GPGI)77,675156,235+78,5605282,1900.31%+1,662
COMPASS INC(COMP)0256,572+256,57201,5680.22%+1,568
GRANITE CONSTR INC(GVA)018,631+18,63101,4770.21%+1,477
MERCADOLIBRE INC(MELI)5461,023+4778972,0990.30%+1,202
CANADIAN NAT RES LTD(CNQ)040,840+40,84001,3580.19%+1,358
IES HLDGS INC(IESC)050,044+50,04409,9901.43%+9,990
CLEAR CHANNEL OUTDOOR HLDGS(CCO)614,9891,144,464+529,4758671,8310.26%+964
VISA INC(V)04,280+4,28001,1770.17%+1,177
MIRION TECHNOLOGIES INC(MIR)082,624+82,62409150.13%+915
ELEMENT SOLUTIONS INC(ESI)033,875+33,87509200.13%+920
TOWER SEMICONDUCTOR LTD(TSEM)80,61487,677+7,0633,1693,8810.55%+712
GOLAR LNG LTD
SHS
018,938+18,93806960.10%+696
MARVELL TECHNOLOGY INC(MRVL)09,279+9,27906690.10%+669
NVIDIA CORPORATION(NVDA)039,842+39,84204,8380.69%+4,838
I3 VERTICALS INC042,918+42,91809150.13%+915
DYCOM INDS INC(DY)13,21114,520+1,3092,2292,8620.41%+632
CECO ENVIRONMENTAL CORP(CECO)022,312+22,31206290.09%+629
CLEARWATER ANALYTICS HLDGS I040,671+40,67101,0270.15%+1,027
MAXIMUS INC(MMS)013,770+13,77001,2830.18%+1,283
RH(RH)02,096+2,09607010.10%+701
CLEAR SECURE INC(YOU)021,737+21,73707200.10%+720
LIMBACH HLDGS INC(LMB)010,203+10,20307730.11%+773
BUILD-A-BEAR WORKSHOP INC032,212+32,21201,1070.16%+1,107
FRONTDOOR INC(FTDR)016,704+16,70408020.11%+802
SONIDA SENIOR LIVING INC(SNDA)029,527+29,52707900.11%+790
EXPONENT INC(EXPO)07,003+7,00308070.12%+807
MERCK & CO INC(MRK)07,657+7,65708700.12%+870
ABM INDS INC015,507+15,50708180.12%+818
ISHARES INC0121,301+121,30105,0360.72%+5,036
MASTEC INC(MTZ)15,18617,442+2,2561,6252,1470.31%+522
PAYONEER GLOBAL INC(PAYO)0103,666+103,66607810.11%+781
SILGAN HLDGS INC(SLGN)013,204+13,20406930.10%+693
ARKO CORP078,398+78,39805500.08%+550
HARMONIC INC(HLIT)067,879+67,87909890.14%+989
TURNING PT BRANDS INC(TPB)6,88516,153+9,2682216970.10%+476
KORNIT DIGITAL LTD034,909+34,90909020.13%+902
SNDL INC0394,775+394,77508130.12%+813
HANESBRANDS INC0101,090+101,09007430.11%+743
SPOTIFY TECHNOLOGY S A(SPOT)02,090+2,09007700.11%+770
ISHARES TR
MSCI INDIA ETF
95,72098,770+3,0505,3395,7810.83%+442
EXLSERVICE HOLDINGS INC(EXLS)28,49634,927+6,4318941,3320.19%+439
YEXT INC097,972+97,97206780.10%+678
SAFEHOLD INC(SAFE)016,422+16,42204310.06%+431
ILLUMINA INC(ILMN)07,045+7,04509190.13%+919
HILLMAN SOLUTIONS CORP(HLMN)040,566+40,56604280.06%+428
ASML HOLDING N V
N Y REGISTRY SHS
01,320+1,32001,1000.16%+1,100
RESTAURANT BRANDS INTL INC(QSR)05,850+5,85004230.06%+423
BARRICK GOLD CORP027,388+27,38805450.08%+545
ISHARES INC
MSCI EMRG CHN
0221,811+221,811013,5551.93%+13,555
ICICI BANK LIMITED(IBN)029,671+29,67108860.13%+886
GANNETT CO INC(TDAY)68,777128,922+60,1453177250.10%+407
SMARTSHEET INC012,869+12,86907120.10%+712
AGNICO EAGLE MINES LTD(AEM)7,73711,123+3,3865068970.13%+391
BRADY CORP(BRC)010,984+10,98408420.12%+842
DYNATRACE INC(DT)011,443+11,44306120.09%+612
ZIM INTEGRATED SHIPPING SERV
SHS
023,818+23,81806110.09%+611
CEVA INC(CEVA)025,177+25,17706080.09%+608
GREIF INC(GEF)024,652+24,65201,7210.25%+1,721
PETROLEO BRASILEIRO SA PETRO(PBR)056,073+56,07308080.12%+808
LEVI STRAUSS & CO NEW(LEVI)027,437+27,43705980.09%+598
CLEARFIELD INC14,19323,633+9,4405479210.13%+373
LIFEWAY FOODS INC016,542+16,54204290.06%+429
DOUGLAS EMMETT INC(DEI)027,869+27,86904900.07%+490
CENOVUS ENERGY INC(CVE)038,948+38,94806520.09%+652
MUELLER INDS INC(MLI)06,910+6,91005120.07%+512
PILGRIMS PRIDE CORP(PPC)012,682+12,68205840.08%+584
CANADIAN PACIFIC KANSAS CITY(CP)08,725+8,72507470.11%+747
BIOCRYST PHARMACEUTICALS INC(BCRX)052,517+52,51703990.06%+399
PENTAIR PLC(PNR)04,998+4,99804890.07%+489
EXP WORLD HLDGS INC024,818+24,81803500.05%+350
URBAN EDGE PPTYS(UE)018,308+18,30803920.06%+392
REVOLVE GROUP INC(RVLV)020,422+20,42205060.07%+506
AVEPOINT INC033,649+33,64903960.06%+396
M & T BK CORP(MTB)05,801+5,80101,0330.15%+1,033
EXCELERATE ENERGY INC(EE)019,602+19,60204310.06%+431
HUDBAY MINERALS INC(HBM)037,079+37,07903410.05%+341
SCIENCE APPLICATIONS INTL CO(SAIC)02,965+2,96504130.06%+413
RAYONIER ADVANCED MATLS INC039,682+39,68203400.05%+340
PITNEY BOWES INC(PBI)066,747+66,74704760.07%+476
GCM GROSVENOR INC044,668+44,66805060.07%+506
RADWARE LTD(RDWR)46,92053,525+6,6058561,1930.17%+337
LOCKHEED MARTIN CORP(LMT)0574+57403360.05%+336
CATALYST PHARMACEUTICALS INC(CPRX)023,219+23,21904620.07%+462
MERCURY SYS INC(MRCY)12,39018,027+5,6373346670.10%+333
HNI CORP(HNI)06,166+6,16603320.05%+332
MAPLEBEAR INC(CART)08,094+8,09403300.05%+330
GARRETT MOTION INC(GTX)055,022+55,02204500.06%+450
LOANDEPOT INC0249,152+249,15206800.10%+680
FORTREA HLDGS INC(FTRE)030,603+30,60306120.09%+612
DONNELLEY FINL SOLUTIONS INC(DFIN)010,953+10,95307210.10%+721
CUSHMAN WAKEFIELD PLC(CWK)038,971+38,97105310.08%+531
BXP INC(BXP)016,348+16,34801,3150.19%+1,315
LINDE PLC(LIN)01,380+1,38006580.09%+658
INTERFACE INC(TILE)020,123+20,12303820.05%+382
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