Fund HoldingsTrium Capital LLP

Total Portfolio Value
$5.47M
Total Bought
$5.40M
Total Sold
$374.0K
Net Transaction
+$5.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
DISH NETWORK CORP044,000,000+44,000,00004,25577.77%+4,255
LUMENTUM HOLDINGS INC(LITE)013,600,000+13,600,000099618.21%+996
CENTERPOINT ENERGY INC(CNP)0690,000+690,0000280.52%+28
KENVUE INC(KVUE)(Call)01,037,500+1,037,500021+21
ACTIVISION BLIZZARD INC0220,261+220,2610210.38%+21
CIRCOR INTL INC0259,143+259,1430140.26%+14
MASTERCARD INC - A(MA)016,192+16,192060.12%+6
CANACCORD GENUITY GROUP INC01,006,459+1,006,459060.11%+6
NATIONAL INSTRUMENTS CORP098,646+98,646060.11%+6
ALPHABET INC-CL A(GOOG)043,429+43,429060.10%+6
ACCENTURE PLC-CL A
SHS CLASS A
018,155+18,155060.10%+6
COGNIZANT TECH SOLUTIONS-A(CTSH)050,572+50,572030.06%+3
HERITAGE-CRYSTAL CLEAN INC063,748+63,748030.05%+3
ESTEE LAUDER COMPANIES-CL A(EL)019,964+19,964030.05%+3
CORE & MAIN INC-CLASS A(CNM)099,618+99,618030.05%+3
CNH INDUSTRIAL NV
SHS
0224,646+224,646030.05%+3
NIKE INC -CL B(NKE)024,231+24,231020.04%+2
ULTA BEAUTY INC(ULTA)05,795+5,795020.04%+2
SHOPIFY INC - CLASS A(SHOP)040,018+40,018020.04%+2
KINAXIS INC017,318+17,318020.04%+2
PHINIA INC(PHIN)065,441+65,441020.03%+2
TRANSALTA RENEWABLES INC0167,200+167,200020.03%+2
DENBURY INC36,26043,065+6,805340.08%+1
TRANE TECHNOLOGIES PLC(TT)04,720+4,720010.02%+1
CME GROUP INC(CME)26,28127,857+1,576560.10%+1
CIA ENERGETICA DE MINAS GERA(CIG)1,894,8982,311,660+416,762560.10%+1
LIVE NATION ENTERTAINMENT IN(LYV)05,406+5,406000.01%0
LINDE PLC(LIN)01,104+1,104000.01%0
ROLLINS INC(ROL)110,294137,052+26,758550.09%0
UNITEDHEALTH GROUP INC(UNH)12,58812,708+120660.12%0
BLUEROCK HOMES TRUST INC023,657+23,657000.01%0
FLUENCE ENERGY INC(FLNC)09,710+9,710000.00%0
DEERE & CO(DE)0534+534000.00%0
SCHNITZER STEEL INDS INC-A06,118+6,118000.00%0
FIRST SOLAR INC(FSLR)0760+760000.00%0
NEXTRACKER INC-CL A02,510+2,510000.00%0
ARRAY TECHNOLOGIES INC(ARRY)04,476+4,476000.00%0
SHOALS TECHNOLOGIES GROUP -A(SHLS)05,101+5,101000.00%0
COMPANHIA DE SANEAMENTO BASI(SBS)47,00953,061+6,052110.01%0
SIRIUS XM HOLDINGS INC(SIRI)(Call)012,100+12,100000
HERSHA HOSPITALITY TRUST01,774+1,774000.00%0
BROOKFIELD INFRASTRUCTURE-A(BIPC)(Put)01,000+1,000000
EXPEDIA GROUP INC(EXPE)0170+170000.00%0
LOWE'S COS INC(LOW)17,54719,118+1,571440.07%0
ADVANCED DRAINAGE SYSTEMS IN(WMS)1,7871,819+32000.00%0
IVANHOE MINES LTD-CL A0182+182000.00%0
GOLDEN OCEAN GROUP LTD0100+100000.00%0
SIBANYE-STILLWATER LTD-ADR(SBSW)0100+100000.00%0
COMPANHIA PARANAENSE ENERG C1001000000.00%0
ENCORE WIRE CORP770000.00%0
FORTUNA SILVER MINES INC050+50000
GLOBUS MEDICAL INC - A(GMED)03+3000
GOLDEN OCEAN GROUP LTD1000-10000-0
SIBANYE STILLWATER LTD(SBSW)1000-10000-0
GRUPO FINANCIERO GALICIA SA(GGAL)3600-36000-0
STRATASYS LTD3580-35800-0
BERKSHIRE GREY INC4,6010-4,60100-0
ENETI INC3,2610-3,26100-0
BROOKFIELD INFRASTRUCTURE-A(BIPC)(Put)1,0000-1,00000-0
REPUBLIC SVCS INC(RSG)5,7285,816+88110.02%-0
AMERICAN WATER WORKS CO INC2,1822,075-107000.00%-0
WASTE MANAGEMENT INC(WM)5,0044,876-128110.01%-0
TPI COMPOSITES INC12,9980-12,99800-0
CHARGEPOINT HOLDINGS INC19,3410-19,34100-0
BBVA ARGENTINA S A33,5160-33,51600-0
FLUENCE ENERGY INC(FLNC)7,7820-7,78200-0
OWENS CORNING(OC)4,8193,021-1,798100.01%-0
IROBOT CORP(Put)5,1000-5,10000-0
IDEXX LABORATORIES INC(IDXX)4,1114,1110220.03%-0
NEXTERA ENERGY INC(NEE)11,0249,530-1,494110.01%-0
CORE & MAIN INC(CNM)9,3610-9,36100-0
ABBOTT LABORATORIES81,86389,086+7,223990.16%-0
ENPHASE ENERGY INC(ENPH)1,935150-1,785000.00%-0
DIVERSEY HLDGS LTD37,9580-37,95800-0
CLEARWAY ENERGY INC(CWEN)12,1110-12,11100-0
WIRELESS TELECOM GROUP INC172,8300-172,83000-0
PETROLEO BRASILEIRO SA PETRO(PBR)26,5080-26,50800-0
BLUEROCK HOMES TRUST INC23,6570-23,65700-0
VISA INC-CLASS A SHARES(V)15,09713,728-1,369430.06%-0
DICE THERAPEUTICS INC(Put)9,6000-9,60000-0
PAMPA ENERGIA S A(PAM)11,3180-11,31800-0
ECOLAB INC(ECL)42,48842,902+414870.13%-1
ANSYS INC16,66216,120-542650.09%-1
EMBARK TECHNOLOGY INC247,1220-247,12210-1
CENTRAL PUERTO SA(CEPU)102,8650-102,86510-1
ADOBE INC(ADBE)10,7528,903-1,849550.08%-1
MOODY'S CORP(MCO)16,74716,087-660650.09%-1
OTIS WORLDWIDE CORP(OTIS)92,94592,9450870.14%-1
ATMUS FILTRATION TECHNOLOGIE(ATMU)36,8720-36,87210-1
SOCIEDAD QUIMICA Y MINERA DE(SQM)51,98549,043-2,942430.05%-1
TRANE TECHNOLOGIES PLC(TT)4,8480-4,84810-1
HOME PT CAPITAL INCORPORATED562,8730-562,87310-1
TRANSPORTADOR GAS SUR(TGS)103,8730-103,87310-1
STRYKER CORP(SYK)25,38322,507-2,876860.11%-2
GRACO INC(GGG)88,58982,337-6,252860.11%-2
MIDWEST HLDG INC69,3660-69,36620-2
DICE THERAPEUTICS INC39,4490-39,44920-2
SCHNITZER STEEL INDS INC64,1780-64,17820-2
XYLEM INC(XYL)57,37046,474-10,896640.08%-2
BANCO MACRO SA(BMA)88,7480-88,74820-2
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