Dark
Light
System
Institutional Investment Manager
BAYESIAN CAPITAL MANAGEMENT, LP
BAYESIAN CAPITAL MANAGEMENT, LP (CIK: 0001632551). Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 235 holdings with a total value of $69,760,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 GLAXOSMITHKLINE PLC 7,371 297,000 0.43%
102 ALLSCRIPTS HEALTHCARE SOLUTN 19,290 297,000 0.43%
103 COACH INC 9,000 295,000 0.42%
104 CHILDRENS PL INC 5,300 293,000 0.42%
105 COGENT COMMUNICATIONS HLDGS IN COM NEW 8,400 291,000 0.42%
106 MONOLITHIC PWR SYS INC 4,514 288,000 0.41%
107 FIRST SOLAR INC 4,361 288,000 0.41%
108 NEW YORK TIMES CO 21,400 287,000 0.41%
109 FLEETCOR TECHNOLOGIES INC 2,002 286,000 0.41%
110 MANHATTAN ASSOCIATES INC 4,301 285,000 0.41%
111 PAYCOM SOFTWARE INC 7,398 278,000 0.40%
112 ALIBABA GROUP HLDG LTD 3,400 276,000 0.40%
113 WEIGHT WATCHERS INTL INC NEW 12,101 276,000 0.40%
114 CommVault Systems Inc 7,000 275,000 0.39%
115 UBIQUITI NETWORKS INC 8,600 273,000 0.39%
116 ANALOG DEVICES INC 4,934 273,000 0.39%
117 CST BRANDS INC 6,944 272,000 0.39%
118 RACKSPACE HOSTING INC 10,700 271,000 0.39%
119 Silicon Laboratories Inc 5,566 270,000 0.39%
120 HIBBETT INC COM 8,800 266,000 0.38%
121 MEDTRONIC PLC 3,440 265,000 0.38%
122 ACTUANT CORP 11,012 264,000 0.38%
123 CROWN HOLDINGS INC 5,197 263,000 0.38%
124 DELTA AIRLINES INC DEL 5,176 262,000 0.38%
125 EQUITY RESIDENTIAL 3,200 261,000 0.37%
126 DREAMWORKS ANIMATION SKG INC 10,100 260,000 0.37%
127 Linear Technology Corp 6,100 259,000 0.37%
128 ADVISORY BRD CO COM 5,200 258,000 0.37%
129 QORVO INC 5,056 257,000 0.37%
130 INFOBLOX INC 13,781 253,000 0.36%
131 PROOFPOINT INC 3,849 250,000 0.36%
132 ALLEGION PUB LTD CO 3,770 249,000 0.36%
133 On Assignment Inc 5,511 248,000 0.36%
134 GENERAC HLDGS INC 8,300 247,000 0.35%
135 FULTON FINL CORP PA 18,900 246,000 0.35%
136 DUPONT FABROS TECHNOLOGY INC 7,715 245,000 0.35%
137 FINANCIAL ENGINES INC 7,212 243,000 0.35%
138 ICU MED INC 2,143 242,000 0.35%
139 Neustar Inc CL A 10,100 242,000 0.35%
140 METTLER-TOLEDO 711 241,000 0.35%
141 WYNDHAM WORLDWIDE CORP 3,308 240,000 0.34%
142 OWENS & MINOR INC NEW 6,607 238,000 0.34%
143 SCOTTS MIRACLE-GRO CO 3,655 236,000 0.34%
144 BUILDERS FIRSTSOURCE 21,300 236,000 0.34%
145 LIONS GATE ENTERTN 7,284 236,000 0.34%
146 BROADSOFT INC 6,580 233,000 0.33%
147 GODADDY INC 7,200 231,000 0.33%
148 ZENDESK INC 8,722 231,000 0.33%
149 INTERDIGITAL INC 4,698 230,000 0.33%
150 KEMPER CORP 6,100 227,000 0.33%
Page 3 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-082585, filed 2016.02.16).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.