i
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 111.3% | |||||||
ADVERTISING & MARKETING - 0.7% | |||||||
95,036 | Omnicom Group, Inc. | $ 6,847,344 | |||||
APPAREL & TEXTILE PRODUCTS - 2.3% | |||||||
42,778 | Oxford Industries, Inc. | 1,633,264 | |||||
196,563 | Puma S.E. | 4,184,651 | |||||
185,741 | PVH Corporation(a) | 13,637,105 | |||||
205,363 | Unifi, Inc.(b) | 932,348 | |||||
20,387,368 | |||||||
ASSET MANAGEMENT - 0.7% | |||||||
129,749 | Federated Hermes, Inc.(a) | 6,431,658 | |||||
AUTOMOTIVE - 2.2% | |||||||
783,600 | American Axle & Manufacturing Holdings, Inc.(b) | 3,487,020 | |||||
432,018 | Goodyear Tire & Rubber Company (The)(b) | 4,441,145 | |||||
46,347 | Linamar Corporation | 2,241,086 | |||||
136,673 | Phinia, Inc. | 6,929,321 | |||||
25,450 | Visteon Corporation(b) | 2,828,768 | |||||
19,927,340 | |||||||
BANKING - 2.9% | |||||||
525,883 | First Foundation, Inc.(a),(b) | 2,561,050 | |||||
69,852 | M&T Bank Corporation(a) | 13,181,073 | |||||
94,486 | Popular, Inc. | 10,826,206 | |||||
26,568,329 | |||||||
BIOTECH & PHARMA - 4.4% | |||||||
355,122 | Avadel Pharmaceuticals PLC(b) | 3,732,332 | |||||
34,359 | Halozyme Therapeutics, Inc.(b) | 2,060,509 | |||||
192,381 | Hikma Pharmaceuticals PLC(c) | 4,989,914 | |||||
4,463,009 | Iovance Biotherapeutics, Inc.(a),(b) | 11,469,933 | |||||
226,837 | Lexaria Bioscience Corporation(b) | 204,153 | |||||
2,061,363 | Viatris, Inc.(a) | 18,016,313 | |||||
40,473,154 | |||||||
CHEMICALS - 3.8% | |||||||
363,591 | American Vanguard Corporation(b) | 1,403,461 | |||||
33,811 | Ashland, Inc. | 1,743,295 |
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 111.3% (Continued) | |||||||
CHEMICALS - 3.8% (Continued) | |||||||
101,020 | Eastman Chemical Company | $ 7,335,062 | |||||
476,377 | Ecovyst, Inc.(b) | 4,101,606 | |||||
932,159 | Mativ Holdings, Inc.(a) | 6,170,893 | |||||
138,087 | Olin Corporation | 2,615,368 | |||||
243,207 | Orion S.A. | 2,359,108 | |||||
48,133 | Quaker Chemical Corporation | 5,507,378 | |||||
1,048,074 | Tronox Holdings PLC, Class A | 3,343,356 | |||||
34,579,527 | |||||||
COMMERCIAL SUPPORT SERVICES - 3.6% | |||||||
118,304 | ABM Industries, Inc. | 5,457,364 | |||||
202,281 | CoreCivic, Inc.(b) | 4,053,711 | |||||
212,212 | Forrester Research, Inc.(b) | 2,066,945 | |||||
78,147 | Heidrick & Struggles International, Inc.(a) | 3,479,886 | |||||
93,506 | ISS A/S(c) | 2,693,531 | |||||
850,366 | Legalzoom.com, Inc.(b) | 7,644,790 | |||||
479,387 | Prosegur Cia de Seguridad S.A.(c) | 1,423,163 | |||||
523,935 | Resources Connection, Inc.(a) | 2,651,111 | |||||
220,995 | TrueBlue, Inc.(b) | 1,595,584 | |||||
234,363 | Vestis Corporation | 1,420,240 | |||||
32,486,325 | |||||||
CONSUMER SERVICES - 0.8% | |||||||
632,212 | Coursera, Inc.(a),(b) | 7,991,160 | |||||
| |||||||
CONTAINERS & PACKAGING - 4.8% | |||||||
71,879 | Gerresheimer A.G.(c) | 3,560,300 | |||||
436,127 | Myers Industries, Inc.(a) | 6,389,261 | |||||
281,533 | Sealed Air Corporation(a) | 8,240,471 | |||||
575,299 | Sonoco Products Company(a) | 25,928,726 | |||||
44,118,758 | |||||||
E-COMMERCE DISCRETIONARY - 0.0%(d) | |||||||
57,829 | PetMed Express, Inc.(b) | 180,426 | |||||
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 111.3% (Continued) | |||||||
ELECTRIC UTILITIES - 0.6% | |||||||
101,376 | Black Hills Corporation | $ 5,857,505 | |||||
ELECTRICAL EQUIPMENT - 3.3% | |||||||
56,587 | Generac Holdings, Inc.(b) | 11,016,923 | |||||
557,257 | Sensata Technologies Holding PLC | 17,141,226 | |||||
101,017 | Signify N.V.(e) | 2,433,728 | |||||
30,591,877 | |||||||
ENTERTAINMENT CONTENT - 2.1% | |||||||
1,467,168 | Warner Bros Discovery, Inc.(a),(b) | 19,322,602 | |||||
FOOD - 2.2% | |||||||
549,590 | Dole PLC | 7,826,162 | |||||
215,178 | Fresh Del Monte Produce, Inc. | 8,088,542 | |||||
14,079 | John B Sanfilippo & Son, Inc. | 891,341 | |||||
172,605 | Nomad Foods Ltd. | 2,906,668 | |||||
19,712,713 | |||||||
HEALTH CARE FACILITIES & SERVICES - 4.6% | |||||||
607,067 | Acadia Healthcare Company, Inc.(a),(b) | 13,215,848 | |||||
56,328 | IQVIA Holdings, Inc.(a),(b) | 10,469,121 | |||||
126,426 | Pediatrix Medical Group, Inc.(b) | 1,548,719 | |||||
1,101,089 | Teladoc Health, Inc.(a),(b) | 7,938,852 | |||||
58,757 | Universal Health Services, Inc., Class B | 9,780,103 | |||||
42,952,643 | |||||||
HOME & OFFICE PRODUCTS - 0.9% | |||||||
845,853 | Leggett & Platt, Inc.(a) | 8,077,896 | |||||
513,153 | Purple Innovation, Inc.(b) | 416,372 | |||||
8,494,268 | |||||||
HOME CONSTRUCTION - 0.2% | |||||||
15,849 | Mohawk Industries, Inc.(b) | 1,814,869 | |||||
HOUSEHOLD PRODUCTS - 1.6% | |||||||
260,706 | Edgewell Personal Care Company | 6,577,612 | |||||
348,913 | Helen of Troy Ltd.(b) | 7,669,108 | |||||
14,246,720 |
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 111.3% (Continued) | |||||||
INSTITUTIONAL FINANCIAL SERVICES - 1.0% | |||||||
79,143 | State Street Corporation(a) | $ 8,844,230 | |||||
INTERNET MEDIA & SERVICES - 5.5% | |||||||
2,639,311 | Getty Images Holdings, Inc.(a),(b) | 4,671,580 | |||||
1,775,222 | Lyft, Inc., Class A(a),(b) | 24,959,622 | |||||
248,594 | Maplebear, Inc.(a),(b) | 11,925,054 | |||||
350,337 | Shutterstock, Inc.(a) | 6,712,457 | |||||
138,351 | Upwork, Inc.(b) | 1,654,678 | |||||
49,923,391 | |||||||
LEISURE FACILITIES & SERVICES - 5.2% | |||||||
64,659 | DraftKings, Inc.(b) | 2,912,241 | |||||
383,098 | Jack in the Box, Inc.(a) | 7,547,031 | |||||
1,118,254 | Penn Entertainment, Inc.(a),(b) | 20,195,667 | |||||
552,791 | Six Flags Entertainment Corporation(a),(b) | 16,561,618 | |||||
5,653 | Vail Resorts, Inc. | 849,420 | |||||
48,065,977 | |||||||
LEISURE PRODUCTS - 0.4% | |||||||
22,293 | Johnson Outdoors, Inc., Class A | 740,128 | |||||
150,846 | Spin Master Corporation(e) | 2,482,166 | |||||
3,222,294 | |||||||
MACHINERY - 3.8% | |||||||
51,659 | Albany International Corporation, Class A | 2,799,401 | |||||
504,278 | Enovis Corporation(a),(b) | 13,514,651 | |||||
505,991 | GrafTech International Ltd.(b) | 703,327 | |||||
60,002 | Hurco Companies, Inc.(b) | 1,153,238 | |||||
24,174 | Regal Rexnord Corporation | 3,695,721 | |||||
156,829 | Tennant Company(a) | 12,944,666 | |||||
34,811,004 | |||||||
MEDICAL EQUIPMENT & DEVICES - 8.2% | |||||||
32,364 | Align Technology, Inc.(b) | 4,175,280 | |||||
56,776 | CONMED Corporation | 2,904,092 | |||||
1,788,326 | Dentsply Sirona, Inc.(a) | 25,590,944 | |||||
12,316 | Haemonetics Corporation(a),(b) | 911,877 | |||||
434,170 | Integra LifeSciences Holdings Corporation(b) | 5,704,994 |
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 111.3% (Continued) | |||||||
MEDICAL EQUIPMENT & DEVICES - 8.2% (Continued) | |||||||
535,796 | Neogen Corporation(b) | $ 2,491,451 | |||||
508,167 | Quanterix Corporation(b) | 3,018,512 | |||||
283,623 | Tactile Systems Technology, Inc.(a),(b) | 2,830,558 | |||||
135,837 | Teleflex, Inc.(a) | 16,232,522 | |||||
119,008 | Zimmer Biomet Holdings, Inc.(a) | 10,907,083 | |||||
74,767,313 | |||||||
METALS & MINING - 6.6% | |||||||
247,136 | A-Mark Precious Metals, Inc. | 5,259,054 | |||||
562,124 | B2Gold Corporation | 1,894,358 | |||||
124,003 | Barrick Mining Corporation | 2,618,943 | |||||
118,176 | Century Aluminum Company(b) | 2,502,968 | |||||
893,036 | Eldorado Gold Corporation(b) | 18,307,237 | |||||
1,963,488 | Equinox Gold Corporation(b) | 11,977,276 | |||||
2,282,720 | New Gold, Inc.(b) | 9,564,597 | |||||
86,095 | Newmont Corporation | 5,346,499 | |||||
111,822 | Torex Gold Resources, Inc.(b) | 3,149,836 | |||||
60,620,768 | |||||||
OIL & GAS PRODUCERS - 2.6% | |||||||
93,788 | Chord Energy Corporation(a) | 10,347,630 | |||||
73,273 | ConocoPhillips | 6,985,848 | |||||
21,531 | Marathon Petroleum Corporation | 3,664,361 | |||||
76,685 | Ovintiv, Inc. | 3,157,888 | |||||
24,155,727 | |||||||
REAL ESTATE INVESTMENT TRUSTS - 0.9% | |||||||
140,357 | Allied Properties Real Estate Investment Trust | 1,752,437 | |||||
30,173 | Equity LifeStyle Properties, Inc. | 1,807,966 | |||||
199,928 | Rayonier, Inc. | 4,660,321 | |||||
8,220,724 | |||||||
REAL ESTATE SERVICES - 0.1% | |||||||
169,759 | REX Holdings, Inc., Class A(b) | 1,305,447 | |||||
RETAIL - CONSUMER STAPLES - 0.5% | |||||||
316,842 | Carrefour S.A.(c) | 4,547,504 | |||||
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 111.3% (Continued) | |||||||
RETAIL - DISCRETIONARY - 4.8% | |||||||
45,620 | BlueLinx Holdings, Inc.(b) | $ 3,342,577 | |||||
586,241 | Caleres, Inc. | 8,049,089 | |||||
21,838 | HUGO BOSS A.G.(c) | 1,023,329 | |||||
79,542 | J Jill, Inc. | 1,247,219 | |||||
210,608 | Kohl's Corporation | 2,282,991 | |||||
840,348 | Macy's, Inc.(a) | 10,613,595 | |||||
493,306 | Monro, Inc.(a) | 6,953,148 | |||||
747,342 | Sally Beauty Holdings, Inc.(a),(b) | 7,279,111 | |||||
389,731 | Sleep Number Corporation(b) | 2,856,728 | |||||
43,647,787 | |||||||
SEMICONDUCTORS - 1.7% | |||||||
22,101 | AIXTRON S.E. | 375,121 | |||||
75,108 | Penguin Solutions, Inc.(b) | 1,770,296 | |||||
816,657 | Vishay Intertechnology, Inc.(a) | 13,385,008 | |||||
15,530,425 | |||||||
SOFTWARE - 15.1% | |||||||
2,534,803 | 8x8, Inc.(a),(b) | 4,917,518 | |||||
188,540 | Akamai Technologies, Inc.(a),(b) | 14,387,487 | |||||
285,938 | BILL Holdings, Inc.(a),(b) | 12,252,443 | |||||
4,136,904 | Clarivate PLC(b) | 15,927,080 | |||||
180,784 | Concentrix Corporation(a) | 9,395,344 | |||||
99,668 | Ibotta, Inc.(b) | 3,622,932 | |||||
419,813 | Ingram Micro Holding Corporation | 8,278,712 | |||||
347,674 | Jamf Holding Corporation(b) | 2,760,532 | |||||
309,769 | Lightspeed Commerce, Inc.(b) | 3,853,526 | |||||
105,232 | N-Able, Inc.(b) | 850,275 | |||||
293,128 | Rapid7, Inc.(a),(b) | 6,190,863 | |||||
658,418 | RingCentral, Inc., Class A(a),(b) | 16,783,075 | |||||
443,022 | Riskified Ltd.(b) | 2,259,412 | |||||
36,672 | Salesforce, Inc.(a) | 9,473,478 | |||||
199,399 | Sprout Social, Inc., Class A(b) | 3,419,693 | |||||
811,634 | Verint Systems, Inc.(a),(b) | 17,271,572 | |||||
12,520 | Wix.com Ltd.(b) | 1,703,096 |
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS — 111.3% (Continued) | |||||||
SOFTWARE - 15.1% (Continued) | |||||||
167,181 | Ziff Davis, Inc.(a),(b) | $ 5,202,673 | |||||
138,549,711 | |||||||
SPECIALTY FINANCE - 0.3% | |||||||
23,737 | Flywire Corporation(b) | 258,496 | |||||
159,950 | PRA Group, Inc.(a),(b) | 2,431,240 | |||||
2,689,736 | |||||||
STEEL - 0.2% | |||||||
88,046 | Metallus, Inc.(b) | 1,391,127 | |||||
TECHNOLOGY HARDWARE - 3.5% | |||||||
98,121 | Crane NXT Company(a) | 5,822,500 | |||||
10,295 | Samsung Electronics Company Ltd.(c) | 12,940,815 | |||||
1,181,300 | Stratasys Ltd.(b) | 12,793,480 | |||||
74,375 | Xperi, Inc.(b) | 447,738 | |||||
32,004,533 | |||||||
TECHNOLOGY SERVICES - 6.5% | |||||||
117,684 | EVERTEC, Inc. | 4,254,277 | |||||
64,376 | Fidelity National Information Services, Inc.(a) | 5,112,098 | |||||
272,469 | Global Payments, Inc.(a) | 21,783,896 | |||||
1,202,875 | Integral Ad Science Holding Corporation(a),(b) | 9,863,575 | |||||
128,927 | LiveRamp Holdings, Inc.(b) | 4,231,384 | |||||
159,401 | PayPal Holdings, Inc.(a),(b) | 10,960,412 | |||||
149,070 | Priority Technology Holdings, Inc.(b) | 1,021,129 | |||||
282,127 | Softwareone Holding A.G.(c) | 2,313,257 | |||||
59,540,028 | |||||||
TELECOMMUNICATIONS - 1.8% | |||||||
87,232 | ATN International, Inc. | 1,496,029 | |||||
350,847 | Verizon Communications, Inc.(a) | 15,002,218 | |||||
16,498,247 | |||||||
TRANSPORTATION & LOGISTICS - 0.9% | |||||||
87,388 | Bristow Group, Inc.(b) | 3,021,003 | |||||
635,062 | Deutsche Lufthansa A.G.(c) | 5,470,322 | |||||
8,491,325 |
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
TOTAL COMMON STOCKS (Cost $1,004,788,859) |
$ 1,019,811,884 | ||||||
Expiration Date | Exercise Price | ||||||
WARRANT — 0.0%(d) | |||||||
BIOTECH & PHARMA - 0.0% (d) | |||||||
320,380 | Lexaria Bioscience Corporation Warrants | 05/12/2028 | $ 0.95 | 177,555 | |||
TOTAL WARRANT (Cost $3,204) | |||||||
SHORT-TERM INVESTMENTS — 5.1% | |||||||
MONEY MARKET FUNDS - 5.1% | |||||||
46,234,096 | First American Government Obligations Fund, Class X, 4.19% (Cost $46,234,096)(f) | 46,234,096 | |||||
Contracts(g) | |||||||
EQUITY OPTIONS PURCHASED - 0.1% | Expiration Date | Exercise Price | Notional Value | ||||
CALL OPTIONS PURCHASED - 0.0%(d) | |||||||
3,948 | Lyft, Inc. | 08/29/2025 | $ 17 | $ 5,550,888 | $ 142,128 | ||
TOTAL CALL OPTIONS PURCHASED (Cost - $230,600) | |||||||
PUT OPTIONS PURCHASED - 0.1% | |||||||
1,582 | SPDR S&P 500 ETF Trust | 08/22/2025 | $ 606 | $ 99,995,056 | $ 313,236 | ||
593 | SPDR S&P 500 ETF Trust | 10/31/2025 | 575 | 37,482,344 | 332,080 | ||
TOTAL PUT OPTIONS PURCHASED (Cost - $1,393,209) |
645,316 | ||||||
TOTAL EQUITY OPTIONS PURCHASED (Cost - $1,623,809) | 787,444 | ||||||
TOTAL INVESTMENTS - 116.5% (Cost $1,052,649,968) | $ 1,067,010,979 | ||||||
LIABILITIES IN EXCESS OF OTHER ASSETS - (16.5)% |
(152,074,787) | ||||||
NET ASSETS - 100.0% |
$ 914,936,192 | ||||||
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS SOLD SHORT — (88.7)% | |||||||
AEROSPACE & DEFENSE - (7.4)% | |||||||
(38,157) | AeroVironment, Inc. | $ (10,212,339) | |||||
(1,415,267) | Archer Aviation, Inc., Class A | (14,195,128) | |||||
(20,253) | Boeing Company (The) | (4,492,926) | |||||
(1,072,322) | Joby Aviation, Inc. | (17,864,884) | |||||
(141,300) | Kratos Defense & Security Solutions, Inc. | (8,294,310) | |||||
(168,661) | Loar Holdings, Inc. | (12,465,735) | |||||
(67,525,322) | |||||||
ASSET MANAGEMENT - (6.6)% | |||||||
(40,476) | Ares Management Corporation, Class A | (7,509,512) | |||||
(109,120) | Blackstone, Inc. | (18,873,394) | |||||
(555,673) | Blue Owl Capital, Inc. | (10,752,273) | |||||
(69,279) | Robinhood Markets, Inc., Class A | (7,139,201) | |||||
(180,234) | StepStone Group, Inc., Class A | (10,698,690) | |||||
(85,839) | TPG, Inc. | (4,898,832) | |||||
(59,871,902) | |||||||
AUTOMOTIVE - (3.5)% | |||||||
(2,120,417) | Aurora Innovation, Inc. | (12,319,623) | |||||
(1,775) | Ferrari N.V. | (787,017) | |||||
(316,209) | QuantumScape Corporation | (2,719,397) | |||||
(51,841) | Tesla, Inc. | (15,981,026) | |||||
(31,807,063) | |||||||
BANKING - (1.9)% | |||||||
(37,879) | Coastal Financial Corporation | (3,643,960) | |||||
(66,195) | Community Financial System, Inc. | (3,488,476) | |||||
(57,218) | International Bancshares Corporation | (3,901,123) | |||||
(42,270) | NBT Bancorp, Inc. | (1,749,133) | |||||
(54,977) | ServisFirst Bancshares, Inc. | (4,323,941) | |||||
(17,106,633) | |||||||
BEVERAGES - (0.5)% | |||||||
(73,446) | Monster Beverage Corporation | (4,314,953) | |||||
BIOTECH & PHARMA - (0.7)% | |||||||
(56,256) | TransMedics Group, Inc. | (6,692,776) | |||||
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS SOLD SHORT — (88.7)% (Continued) | |||||||
COMMERCIAL SUPPORT SERVICES - (3.3)% | |||||||
(94,862) | Casella Waste Systems, Inc. | $ (10,314,345) | |||||
(29,106) | CorVel Corporation | (2,578,792) | |||||
(61,028) | Innodata, Inc. | (3,350,437) | |||||
(54,428) | PureCycle Technologies, Inc. | (729,879) | |||||
(224,414) | Rollins, Inc. | (12,852,190) | |||||
(29,825,643) | |||||||
CONSUMER SERVICES - (0.3)% | |||||||
(26,981) | Bright Horizons Family Solutions, Inc. | (3,051,551) | |||||
ELECTRIC UTILITIES - (1.2)% | |||||||
(145,001) | Oklo, Inc. | (11,105,626) | |||||
ELECTRICAL EQUIPMENT - (2.1)% | |||||||
(3,085) | GE Vernova, LLC | (2,036,995) | |||||
(54,028) | Novanta, Inc. | (6,646,525) | |||||
(217,865) | NuScale Power Corporation | (10,939,002) | |||||
(19,622,522) | |||||||
ENGINEERING & CONSTRUCTION - (6.1)% | |||||||
(9,075) | Comfort Systems USA, Inc. | (6,382,448) | |||||
(164,889) | Construction Partners, Inc., Class A | (16,629,055) | |||||
(80,197) | Exponent, Inc. | (5,530,385) | |||||
(33,677) | IES Holdings, Inc. | (11,890,338) | |||||
(66,626) | Installed Building Products, Inc. | (13,477,774) | |||||
(7,289) | Sterling Infrastructure, Inc. | (1,950,464) | |||||
(55,860,464) | |||||||
ENTERTAINMENT CONTENT - (0.9)% | |||||||
(21,992) | AppLovin Corporation, Class A | (8,592,274) | |||||
FOOD - (0.3)% | |||||||
(17,856) | BellRing Brands, Inc. | (974,580) | |||||
(48,176) | Tootsie Roll Industries, Inc. | (1,827,316) | |||||
(2,801,896) |
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS SOLD SHORT — (88.7)% (Continued) | |||||||
HEALTH CARE FACILITIES & SERVICES - 0.0% (a) | |||||||
(1,026) | Medpace Holdings, Inc. | $ (438,307) | |||||
HOME & OFFICE PRODUCTS - (0.4)% | |||||||
(51,598) | Somnigroup International, Inc. | (3,734,663) | |||||
HOME CONSTRUCTION - (1.6)% | |||||||
(52,043) | Armstrong World Industries, Inc. | (9,792,931) | |||||
(47,975) | Patrick Industries, Inc. | (4,665,089) | |||||
(14,458,020) | |||||||
INSURANCE - (1.0)% | |||||||
(56,948) | Baldwin Insurance Group, Inc. (The) | (2,097,964) | |||||
(77,149) | Goosehead Insurance, Inc., Class A | (7,013,616) | |||||
(9,111,580) | |||||||
INTERNET MEDIA & SERVICES - (1.3)% | |||||||
(11,424) | GoDaddy, Inc., Class A | (1,845,890) | |||||
(56,387) | Groupon, Inc. | (1,738,975) | |||||
(5,648) | Spotify Technology S.A. | (3,538,698) | |||||
(16,494) | VeriSign, Inc. | (4,434,742) | |||||
(11,558,305) | |||||||
LEISURE FACILITIES & SERVICES - (4.7)% | |||||||
(5,635) | Brinker International, Inc. | (888,076) | |||||
(20,322) | Planet Fitness, Inc., Class A | (2,218,959) | |||||
(162,409) | Red Rock Resorts, Inc., Class A | (9,963,792) | |||||
(121,552) | Shake Shack, Inc., Class A | (14,627,568) | |||||
(41,148) | Wingstop, Inc. | (15,526,786) | |||||
(43,225,181) | |||||||
LEISURE PRODUCTS - (2.1)% | |||||||
(33,684) | Acushnet Holdings Corporation | (2,681,920) | |||||
(440,419) | Amer Sports, Inc. | (16,533,330) | |||||
(19,215,250) | |||||||
MACHINERY - (1.7)% | |||||||
(44,428) | Kadant, Inc. | (14,784,305) | |||||
(16,966) | Symbotic, Inc. | (915,316) | |||||
(15,699,621) |
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS SOLD SHORT — (88.7)% (Continued) | |||||||
MEDICAL EQUIPMENT & DEVICES - (3.4)% | |||||||
(1,632) | IDEXX Laboratories, Inc. | $ (871,994) | |||||
(31,916) | Intuitive Surgical, Inc. | (15,354,468) | |||||
(35,311) | iRhythm Technologies, Inc. | (4,949,896) | |||||
(36,925) | Penumbra, Inc. | (9,315,070) | |||||
(23,209) | Sectra A.B. | (860,765) | |||||
(31,352,193) | |||||||
OIL & GAS PRODUCERS - (0.4)% | |||||||
(172,452) | Delek US Holdings, Inc. | (3,857,751) | |||||
REAL ESTATE INVESTMENT TRUSTS - (1.8)% | |||||||
(83,064) | Gaming and Leisure Properties, Inc. | (3,786,057) | |||||
(91,909) | Iron Mountain, Inc. | (8,948,261) | |||||
(4,585) | Texas Pacific Land Corporation | (4,438,876) | |||||
(17,173,194) | |||||||
RETAIL - CONSUMER STAPLES - (0.6)% | |||||||
(4,573) | Costco Wholesale Corporation | (4,296,974) | |||||
(15,372) | Hims & Hers Health, Inc. | (1,017,319) | |||||
(5,314,293) | |||||||
RETAIL - DISCRETIONARY - (5.7)% | |||||||
(5,312) | Boot Barn Holdings, Inc. | (913,133) | |||||
(76,196) | Brunello Cucinelli SpA | (8,571,397) | |||||
(45,819) | Carvana Company | (17,877,199) | |||||
(27,759) | JB Hi-Fi Ltd. | (1,992,597) | |||||
(270,602) | National Vision Holdings, Inc. | (6,564,805) | |||||
(25,484) | Pandora A/S | (4,229,598) | |||||
(63,278) | Williams-Sonoma, Inc. | (11,836,150) | |||||
(51,984,879) | |||||||
SEMICONDUCTORS - (6.6)% | |||||||
(167,428) | Allegro MicroSystems, Inc. | (5,258,913) | |||||
(41,775) | Analog Devices, Inc. | (9,383,918) | |||||
(95,614) | ARM Holdings PLC - ADR | (13,517,429) | |||||
(15,546) | Astera Labs, Inc. | (2,125,605) | |||||
(3,447) | Broadcom, Inc. | (1,012,384) | |||||
(76,648) | NVIDIA Corporation | (13,633,380) |
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS SOLD SHORT — (88.7)% (Continued) | |||||||
SEMICONDUCTORS - (6.6)% (Continued) | |||||||
(85,228) | Texas Instruments, Inc. | $ (15,431,381) | |||||
(60,363,010) | |||||||
SOFTWARE - (12.9)% | |||||||
(9,205) | Appfolio, Inc., Class A | (2,461,233) | |||||
(134,290) | Bentley Systems, Inc., Class B | (7,786,134) | |||||
(39,186) | Circle Internet Group, Inc. | (7,191,415) | |||||
(34,271) | Crowdstrike Holdings, Inc., Class A | (15,578,568) | |||||
(163,910) | IonQ, Inc. | (6,535,092) | |||||
(107,818) | Lumine Group, Inc. | (4,182,461) | |||||
(8,372) | Monday.com Ltd. | (2,195,892) | |||||
(115,790) | Palantir Technologies, Inc., Class A | (18,335,346) | |||||
(78,680) | Palo Alto Networks, Inc. | (13,658,848) | |||||
(89,376) | Pro Medicus Ltd. | (18,488,041) | |||||
(254,942) | Samsara, Inc., Class A | (9,695,444) | |||||
(53,210) | Shopify, Inc., Class A | (6,502,794) | |||||
(30,650) | Technology One Ltd. | (809,140) | |||||
(37,343) | WiseTech Global Ltd. | (2,864,859) | |||||
(8,572) | Zscaler, Inc. | (2,447,820) | |||||
(118,733,087) | |||||||
SPECIALTY FINANCE - (2.5)% | |||||||
(26,915) | American Express Company | (8,055,929) | |||||
(16,239) | Credit Acceptance Corporation | (7,961,657) | |||||
(26,207) | Dave, Inc. | (6,179,611) | |||||
(39,830) | SoFi Technologies, Inc. | (899,361) | |||||
(23,096,558) | |||||||
TECHNOLOGY HARDWARE - (2.3)% | |||||||
(13,222) | Apple, Inc. | (2,744,491) | |||||
(11,506) | Celestica, Inc. | (2,299,589) | |||||
(36,634) | Credo Technology Group Holding Ltd. | (4,086,523) | |||||
(14,738) | Fabrinet | (4,771,133) | |||||
(72,237) | PAR Technology Corporation | (4,390,565) | |||||
(5,972) | Ubiquiti, Inc. | (2,600,627) | |||||
(20,892,928) |
INVENOMIC FUND | |||||||
SCHEDULE OF INVESTMENTS (Unaudited) (Continued) | |||||||
July 31, 2025 | |||||||
Shares | Fair Value | ||||||
COMMON STOCKS SOLD SHORT — (88.7)% (Continued) | |||||||
TECHNOLOGY SERVICES - (2.2)% | |||||||
(21,718) | Coinbase Global, Inc., Class A | $ (8,204,192) | |||||
(1,228) | Euronet Worldwide, Inc. | (119,337) | |||||
(7,625) | Fair Isaac Corporation | (10,954,990) | |||||
(19,278,519) | |||||||
TELECOMMUNICATIONS - (1.8)% | |||||||
(116,194) | AST SpaceMobile, Inc. | (6,178,035) | |||||
(227,466) | Cogent Communications Holdings, Inc. | (10,370,175) | |||||
(16,548,210) | |||||||
TRANSPORTATION & LOGISTICS - (0.9)% | |||||||
(54,141) | Old Dominion Freight Line, Inc. | (8,080,544) | |||||
TOTAL SECURITIES SOLD SHORT - (Proceeds - $774,162,172) |
$ (812,294,718) | ||||||
A.B. | - Aktiebolag |
ADR | - American Depositary Receipt |
A.G. | - Aktiengesellschaft |
A/S | - Anonim Sirketi |
ETF | - Exchange-Traded Fund |
LLC | - Limited Liability Company |
Ltd. | - Limited Company |
N.V. | - Naamioze Vennootschap |
PLC | - Public Limited Company |
S.A. | - Société Anonyme |
S.E. | - Societas Europeae |
SpA | - Società per Azioni |
SPDR | - Standard & Poor's Depositary Receipt |
(a) | All or a portion of the security is segregated as collateral for short sales. |
(b) | Non-income producing security. |
(c) | The value of this security has been determined in good faith under policies of the Board of Trustees. |
(d) | Percentage rounds to less than 0.1%. |
(e) | Security exempt from registration under Rule 144A or Section 4(2) of the Securities Act of 1933. The security may be resold in transactions exempt from registration, normally to qualified institutional buyers. As of July 31, 2025, the total market value of 144A securities is 4,915,894 or 0.5% of net assets. |
(f) | Rate disclosed is the seven-day effective yield as of July 31, 2025. |
(g) | Each option contract allows the holder of the option to purchase or sell 100 shares of the underlying security. |
(h) | Percentage rounds to greater than (0.1%). |