Predicted best stocks:
SCORE CUSIP NAME
-----------------GROUP 1
6.49 48242W106 KBR INC COM - KBR, INC. (KBR, CIK-1357615)
6.17 12008R107 BUILDERS FIRSTSOURCE INC COM (BLDR, CIK-1316835)
5.89 983793100 XPO LOGISTICS INC COM (XPO, CIK-1166003)
5.51 912008109 US FOODS HLDG CORP COM (USFD, CIK-1665918)
5.37 92047W101 VALVOLINE INC COM (VVV, CIK-1674910)
5.32 848574109 SPIRIT AEROSYSTEMS HLDGS INC COM CL A (SPR, CIK-1364885)
5.29 03768E105 APOLLO GLOBAL MGMT INC COM CL A - Apollo Asset Management, Inc. (AAM-PA, AAM-PB, CIK-1411494)
5.26 25401T108 DIGITALBRIDGE GROUP INC CL A COM (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ, CIK-1679688)
5.15 G7500M104 RENEW ENERGY GLOBAL PLC CL A SHS (RNW, RNWWW, CIK-1848763)
5.14 60878Y108 MOMENTIVE GLOBAL INC COM (MNTV, CIK-1739936)
5.14 01626W101 ALIGHT INC COM CL A - Alight, Inc. / Delaware (ALIT, CIK-1809104)
5.01 G7417R105 REDBALL ACQUISITION CORP COM CL A (RBAC, RBAC-UN, RBAC-WT, CIK-1815184)
5.00 60646V105 MISTER CAR WASH INC COM (MCW, CIK-1853513)
4.99 48253T109 KKR ACQUISITION HOLDING I CO COM CLASS A (KAHC, KAHC-UN, KAHC-WT, CIK-1843212)
4.97 02156K103 ALTICE USA INC CL A (ATUS, CIK-1702780)
4.94 13781Y103 CANO HEALTH INC COM CL A (CANO, CANO-WT, CIK-1800682)
4.92 269796108 EAGLE PHARMACEUTICALS INC COM (EGRX, CIK-827871)
4.82 47103N106 JANUS INTERNATIONAL GROUP IN COMMON STOCK (JBI, CIK-1839839)
4.80 03940F103 ARCHAEA ENERGY INC COM CL A (LFG, CIK-1823766)
4.58 443201108 HOWMET AEROSPACE INC COM (HWM, HWM-P, CIK-4281)
4.58 L02235106 ARDAGH METAL PACKAGING S A SHS (AMBP, AMBP-WT, CIK-1845097)
4.54 00187Y100 API GROUP CORP COM STK (APG, CIK-1796209)
4.52 31946M103 FIRST CTZNS BANCSHARES INC N CL A - FIRST CITIZENS BANCSHARES INC /DE/ (FCNCA, FCNCB, FCNCO, FCNCP, CIK-798941)
4.49 778675108 - Roth CH Acquisition I Co (CIK-1796303)
4.48 747601201 QUALTRICS INTL INC COM CL A (XM, CIK-1747748)
-----------------GROUP 2
6.20 N14506104 ELASTIC N V ORD SHS (ESTC, CIK-1707753)
5.90 98936J101 ZENDESK INC COM - Zendesk, Inc. (ZEN, CIK-1463172)
5.74 146869102 CARVANA CO CL A (CVNA, CIK-1690820)
5.68 82452J109 SHIFT4 PMTS INC CL A (FOUR, CIK-1794669)
5.39 380237107 GODADDY INC CL A (GDDY, CIK-1609711)
5.34 090043100 BILL COM HLDGS INC COM - Bill.com Holdings, Inc. (BILL, CIK-1786352)
5.16 29788T103 E2OPEN PARENT HOLDINGS INC COM CL A (ETWO, ETWO-WT, CIK-1800347)
5.12 874054109 TAKE-TWO INTERACTIVE SOFTWAR COM - TAKE TWO INTERACTIVE SOFTWARE INC (TTWO, CIK-946581)
5.03 683712103 OPENDOOR TECHNOLOGIES INC COM (OPEN, CIK-1801169)
5.03 03831W108 APPLOVIN CORP COM CL A (APP, CIK-1751008)
4.79 82837P408 SILVERGATE CAP CORP CL A (SI, SI-PA, CIK-1312109)
4.61 03272L108 ANAPLAN INC COM - Anaplan, Inc. (PLAN, CIK-1540755)
4.60 76680R206 RINGCENTRAL INC CL A (RNG, CIK-1384905)
4.56 72814P109 PLBY GROUP INC COM (PLBY, CIK-1803914)
4.54 26484T106 DUN & BRADSTREET HLDGS INC COM - Dun & Bradstreet Holdings, Inc. (DNB, CIK-1799208)
4.53 268150109 DYNATRACE INC COM NEW (DT, CIK-1773383)
4.51 650111107 NEW YORK TIMES CO CL A (NYT, CIK-71691)
-----------------GROUP 3
6.20 42806J700 HERTZ GLOBAL HLDGS INC COM NEW ADDED
-----------------GROUP 4
6.14 45686J104 INFRA AND ENERGY ALTRNTIVE I COM - Infrastructure & Energy Alternatives, Inc. (IEA, IEAWW, CIK-1652362)
5.54 Y2573F102 FLEX LTD ORD (FLEX, CIK-866374)
5.49 00402L107 ACADEMY SPORTS & OUTDOORS IN COM (ASO, CIK-1817358)
5.28 382550101 GOODYEAR TIRE & RUBR CO COM (GT, CIK-42582)
5.00 F21107101 CONSTELLIUM SE CL A SHS (CSTM, CIK-1563411)
4.98 83570H108 SONOS INC COM (SONO, CIK-1314727)
4.65 88337F105 THE ODP CORP COM - ODP Corp (ODP, CIK-800240)
4.59 69888T207 PAR PAC HOLDINGS INC COM NEW - PAR PACIFIC HOLDINGS, INC. (PARR, CIK-821483)
4.56 82706C108 SILICON MOTION TECHNOLOGY CO SPONSORED ADR (SIMO, CIK-1329394)
4.53 G33856108 FERROGLOBE PLC SHS (GSM, CIK-1639877)
4.52 60783X104 MODIVCARE INC COM (MODV, CIK-1220754)
4.51 55933J203 MAGNACHIP SEMICONDUCTOR CORP COM (MX, CIK-1325702)
-----------------GROUP 5
5.98 88331L108 THE BEAUTY HEALTH COMPANY COM CL A - Beauty Health Co (SKIN, CIK-1818093)
5.93 74640Y106 PURPLE INNOVATION INC COM (PRPL, CIK-1643953)
5.33 68373J104 OPEN LENDING CORP COM CL A (LPRO, CIK-1806201)
5.08 609027107 MONARCH CASINO & RESORT INC COM (MCRI, CIK-907242)
5.04 G3934V109 GENIUS SPORTS LIMITED SHARES CL A (GENI, GENI-WT, CIK-1834489)
4.92 679369108 OLAPLEX HLDGS INC COM (OLPX, CIK-1868726)
4.85 00436Q106 ACCEL ENTERTAINMENT INC COM CL A1 (ACEL, CIK-1698991)
4.83 579063108 MCAFEE CORP COM CL A (MCFE, CIK-1783317)
4.71 282914100 8X8 INC NEW COM (EGHT, CIK-1023731)
4.67 29975E109 EVENTBRITE INC COM CL A (EB, CIK-1475115)
4.55 131193104 CALLAWAY GOLF CO COM (ELY, CIK-837465)
4.53 64081V109 NERDY INC CL A COM (NRDY, NRDY-WT, CIK-1819404)
-----------------GROUP 6
5.82 594918104 MICROSOFT CORP COM (MSFT, CIK-789019)
5.78 023135106 AMAZON COM INC COM (AMZN, CIK-1018724)
-----------------GROUP 7
5.70 90353T100 UBER TECHNOLOGIES INC COM (UBER, CIK-1543151)
5.32 98954M200 ZILLOW GROUP INC CL C CAP STK (Z, ZG, CIK-1617640)
5.07 70614W100 PELOTON INTERACTIVE INC CL A COM (PTON, CIK-1639825)
5.05 90184L102 TWITTER INC COM - TWITTER, INC. (TWTR, CIK-1418091)
4.82 22266T109 COUPANG INC CL A - Coupang, Inc. (CPNG, CIK-1834584)
4.77 38246G108 GOODRX HLDGS INC COM CL A (GDRX, CIK-1809519)
4.56 72352L106 PINTEREST INC CL A (PINS, CIK-1506293)
-----------------GROUP 8
5.53 67020Y100 NUANCE COMMUNICATIONS INC COM (NUAN, CIK-1002517)
5.49 G96629103 WILLIS TOWERS WATSON PLC LTD SHS (WTW, CIK-1140536)
5.33 24703L202 DELL TECHNOLOGIES INC CL C (DELL, CIK-1571996)
5.27 G47567105 IHS MARKIT LTD SHS (INFO, CIK-1598014)
4.98 N20944109 CNH INDL N V SHS - CNH Industrial N.V. (CNHI, CIK-1567094)
4.75 G0684D107 ATHENE HOLDING LTD CL A (ATH-PA, ATH-PB, ATH-PC, ATH-PD, CIK-1527469)
4.58 23283R100 CYRUSONE INC COM (CONE, CIK-1553023)
-----------------GROUP 9
5.48 92537N108 VERTIV HOLDINGS CO COM CL A (VRT, CIK-1674101)
5.05 53190C102 LIFE TIME GROUP HOLDINGS INC COMMON STOCK ADDED (LTH, CIK-1869198)
5.01 69290Y109 PAE INC COM CL A (CIK-1720821)
4.85 23204X103 CUSTOM TRUCK ONE SOURCE INC COM CL A
4.65 89269P103 TRAEGER INC COMMON STOCK - Traeger, Inc. (COOK, CIK-1857853)
-----------------GROUP 10
5.34 26142R104 DRAFTKINGS INC COM CL A (DKNG, CIK-1772757)
4.97 707569109 PENN NATL GAMING INC COM (PENN, CIK-921738)
4.58 552953101 MGM RESORTS INTERNATIONAL COM (MGM, CIK-789570)
4.57 682189105 ON SEMICONDUCTOR CORP COM - On Holding AG (ONON, CIK-1858985)
4.55 77543R102 ROKU INC COM CL A - ROKU, INC (ROKU, CIK-1428439)
4.51 55087P104 LYFT INC CL A COM - Lyft, Inc. (LYFT, CIK-1759509)
-----------------GROUP 11
5.30 69331C108 PG&E CORP COM - PG&E Corp (PCG, PCG-PA, PCG-PB, PCG-PC, PCG-PD, PCG-PE, PCG-PG, PCG-PH, ..., CIK-1004980)
5.09 35909D109 FRONTIER COMMUNICATIONS PARE COM (FYBR, CIK-20520)
4.91 24790A101 DENBURY INC COM (DEN, CIK-945764)
4.66 015658107 ALGOMA STL GROUP INC COM ADDED (ASTL, ASTLW, CIK-1860805)
4.51 45174J509 IHEARTMEDIA INC COM CL A (IHRT, CIK-1400891)
-----------------GROUP 12
4.49 79466L302 SALESFORCE COM INC COM (CRM, CIK-1108524)
Current > 0PCT 13G/13D positions (PCT = percent of company):
PCT CUSIP DATE TYPE NAME
15.00% 774873103 2020-12-31 13G - Enovix Corp (ENVX, CIK-1828318)
12.90% 774873202 2020-12-04 13G - Enovix Corp (ENVX, CIK-1828318)
12.60% 69329Y104 2020-12-30 13G - PDL BIOPHARMA, INC. (CIK-882104)
11.20% 629070103 2021-07-21 13G - ROVER GROUP, INC. (ROVR, CIK-1826018)
11.00% 442487112 2021-03-01 13G - HOVNANIAN ENTERPRISES INC (HOV, HOVNP, CIK-357294)
9.99% 52110H100 2021-12-31 13G LAZYDAYS HLDGS INC COM (LAZY, LAZYW, CIK-1721741)
9.90% 293594107 2021-07-14 13G ENOVIX CORPORATION COM (ENVX, CIK-1828318)
9.90% 52634L108 2021-12-31 13G LENSAR INC COM - LENSAR, Inc. (LNSR, CIK-1320350)
9.90% 72942A107 2021-06-09 13D PLX PHARMA INC COM (PLXP, CIK-1497504)
9.30% 524643103 2019-12-31 13G - PARTS iD, Inc. (ID, CIK-1698113)
9.30% 913915104 2021-12-31 13G UNIVERSAL TECHNICAL INST INC COM (UTI, CIK-1261654)
9.00% 14427M107 2021-12-31 13G CARPARTS COM INC COM (PRTS, CIK-1378950)
8.60% G8990L119 2021-08-10 13G TPB ACQUISITION CORP I UNIT 08/09/2026 (TPBA, TPBAU, TPBAW, CIK-1847090)
8.50% G3312L103 2021-12-31 13G FAR PEAK ACQUISITION CORP SHS CL A (FPAC, FPAC-UN, FPAC-WT, CIK-1829426)
8.30% G8251K123 2020-04-21 13G - CLOVER HEALTH INVESTMENTS, CORP. /DE (CLOV, CIK-1801170)
7.70% 22564L105 2021-06-08 13G - LiveVox Holdings, Inc. (LVOX, LVOXU, LVOXW, CIK-1723648)
6.80% 81684M104 2021-12-31 13G SEMLER SCIENTIFIC INC COM (SMLR, CIK-1554859)
6.70% 09001T205 2021-07-16 13G BILANDER ACQUISITION CORP UNIT 05/19/2026 (TWCB, TWCBU, TWCBW, CIK-1845618)
6.60% 65342H102 2018-12-31 13G - Nexeo Solutions, Inc. (CIK-1604416)
6.50% 75062E106 2021-12-31 13G RAFAEL HLDGS INC COM CL B (RFL, CIK-1713863)
6.40% G8250R103 2019-07-09 13G - Virgin Galactic Holdings, Inc (SPCE, CIK-1706946)
6.30% 665742102 2021-01-06 13G - Bark, Inc. (BARK, BARK-WT, CIK-1819574)
6.20% G7552B105 2021-12-31 13G RIBBIT LEAP LTD SHS CL A (LEAP, LEAP-UN, LEAP-WT, CIK-1818346)
6.20% 81787X205 2020-12-18 13G SEVEN OAKS ACQUISITION CORP UNIT 12/18/2025 DELETED - Boxed, Inc. (BOXD, BOXD-WT, CIK-1828672)
6.00% 855185104 2020-12-31 13G - STEM, INC. (STEM, CIK-1758766)
6.00% 40416E103 2022-01-13 13G HCI GROUP INC COM (HCI, CIK-1400810)
5.90% 318085107 2020-12-21 13G - Katapult Holdings, Inc. (KPLT, KPLTW, CIK-1785424)
5.70% 23343Q100 2021-03-02 13G DFP HEALTHCARE ACQUISITNS CO COM CL A DELETED - Oncology Institute, Inc. (TOI, TOIIW, CIK-1799191)
5.70% 733245104 2022-01-04 13G PORCH GROUP INC COM (PRCH, CIK-1784535)
5.60% G7008A115 2021-07-06 13G - PERIDOT ACQUISITION CORP. (CIK-1821317)
5.00% G44690108 2021-12-31 13G HIGHLAND TRANSCEND PARTNERS COM CL A (HTPA, HTPA-UN, HTPA-WT, CIK-1828817)
5.00% G44690116 2020-12-03 13G HIGHLAND TRANSCEND PARTNERS UNIT 99/99/9999 (HTPA, HTPA-UN, HTPA-WT, CIK-1828817)
5.00% 58507N204 2020-12-18 13G MEDTECH ACQUISITION CORP UNIT 12/18/2025 (MTAC, MTACU, MTACW, CIK-1826667)
4.90% 88556E102 2021-09-17 13D THREDUP INC CL A (TDUP, CIK-1484778)
3.90% 53838L100 2021-06-18 13G LIVEVOX HOLDING INC COM CL A (LVOX, LVOXU, LVOXW, CIK-1723648)
3.90% 74874Q100 2019-12-31 13G QUINSTREET INC COM (QNST, CIK-1117297)
3.20% 29355A107 2019-12-31 13G ENPHASE ENERGY INC COM (ENPH, CIK-1463101)
2.50% 609027107 2020-12-31 13G MONARCH CASINO & RESORT INC COM (MCRI, CIK-907242)
2.20% 42805E306 2020-12-31 13G HESKA CORP COM RESTRC NEW (HSKA, CIK-1038133)
2.20% 82837P408 2020-12-31 13G SILVERGATE CAP CORP CL A (SI, SI-PA, CIK-1312109)
2.20% 92672L107 2019-12-31 13G VIEWRAY INC COM - ViewRay, Inc. (VRAY, CIK-1597313)
2.10% 92766K106 2019-12-31 13G VIRGIN GALACTIC HOLDINGS INC COM (SPCE, CIK-1706946)
1.50% 15912K100 2020-12-31 13G CHANGE HEALTHCARE INC COM (CHNG, CHNGU, CIK-1756497)
1.40% 65336K103 2020-12-31 13G NEXSTAR MEDIA GROUP INC CL A (NXST, CIK-1142417)
1.20% 82568P304 2018-12-31 13G - SHUTTERFLY INC (CIK-1125920)
0.80% 702141102 2020-12-31 13G PARTS ID INC COM CL A (ID, CIK-1698113)
0.60% 18914F103 2020-12-31 13G CLOVER HEALTH INVESTMENTS CO COM CL A (CLOV, CIK-1801170)
0.60% 69290Y109 2020-12-31 13G PAE INC COM CL A (CIK-1720821)
0.40% 80874P109 2018-12-31 13G SCIENTIFIC GAMES CORP COM (SGMS, CIK-750004)
0.30% 485859102 2021-12-31 13G KATAPULT HOLDINGS INC COM (KPLT, KPLTW, CIK-1785424)
0.30% 68236X100 2021-12-31 13G THE ONCOLOGY INSTITUTE INC COM ADDED - Oncology Institute, Inc. (TOI, TOIIW, CIK-1799191)
0.20% 68622E104 2021-12-31 13G BARK INC COM - Bark, Inc. (BARK, BARK-WT, CIK-1819574)
0.10% 77936F103 2021-12-31 13G ROVER GROUP INC COM CL A (ROVR, CIK-1826018)
Current >= 1PCT 13F positions (PCT = percent of total AUM):
TREND (^^^ = likely to increase)
PCT CUSIP NAME
9.92% 293594107 ENOVIX CORPORATION COM (ENVX, CIK-1828318)
6.83% 12769G100 CAESARS ENTERTAINMENT INC NE COM (CZR, CIK-1590895)
5.93% 536797103 LITHIA MTRS INC COM (LAD, CIK-1023128)
5.47% 92886T201 VONAGE HLDGS CORP COM (VG, CIK-1272830)
4.80% 68404L201 OPTION CARE HEALTH INC COM NEW (OPCH, CIK-1014739)
^^^ 4.05% 65336K103 NEXSTAR MEDIA GROUP INC CL A (NXST, CIK-1142417)
^^^ 4.04% 668771108 NORTONLIFELOCK INC COM (NLOK, CIK-849399)
^^^ 3.98% 80874P109 SCIENTIFIC GAMES CORP COM (SGMS, CIK-750004)
3.39% G1890L107 CAPRI HOLDINGS LIMITED SHS (CPRI, CIK-1530721)
3.26% 971378104 WILLSCOT MOBIL MINI HLDNG CO COM CL A (WSC, CIK-1647088)
2.56% 15912K100 CHANGE HEALTHCARE INC COM (CHNG, CHNGU, CIK-1756497)
2.46% 68268W103 ONEMAIN HLDGS INC COM (OMF, CIK-1584207)
^^^ 2.35% 733245104 PORCH GROUP INC COM (PRCH, CIK-1784535)
1.61% 852234103 BLOCK INC CL A - Block, Inc. (SQ, CIK-1512673)
1.56% 14427M107 CARPARTS COM INC COM (PRTS, CIK-1378950)
1.53% 338307101 FIVE9 INC COM - Five9, Inc. (FIVN, CIK-1288847)
1.44% 16679L109 CHEWY INC CL A - Chewy, Inc. (CHWY, CIK-1766502)
1.44% 34959E109 FORTINET INC COM (FTNT, CIK-1262039)
1.43% 98138H101 WORKDAY INC CL A - Workday, Inc. (WDAY, CIK-1327811)
1.32% 40416E103 HCI GROUP INC COM (HCI, CIK-1400810)
^^^ 1.23% 81684M104 SEMLER SCIENTIFIC INC COM (SMLR, CIK-1554859)
1.22% 69007J106 OUTFRONT MEDIA INC COM (OUT, CIK-1579877)
1.13% 46266C105 IQVIA HLDGS INC COM - IQVIA HOLDINGS INC. (IQV, CIK-1478242)
1.06% 88556E102 THREDUP INC CL A (TDUP, CIK-1484778)
1.02% G68707101 PAGSEGURO DIGITAL LTD COM CL A (PAGS, CIK-1712807)
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