Artemis Investment Management 13FHR Quarterly holdings report by institutional manager | SEC 19 Jul 23

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ABBVIE INC	COM	00287Y109	40,562,052	301,457	SH		SOLE		301,457	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	19,714,726	63,973	SH		SOLE		63,973	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	23,388,140	278,000	SH	Call	SOLE		278,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	60,493,424	719,047	SH		SOLE		719,047	0	0
ADOBE SYSTEMS INCORPORATED	COM	00724F101	18,865,738	38,632	SH		SOLE		38,632	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	44,328,098	401,559	SH		SOLE		401,559	0	0
AEHR TEST SYS	COM	00760J108	558,815	13,559	SH		SOLE		13,559	0	0
AGCO CORP	COM	001084102	4,423,848	33,707	SH		SOLE		33,707	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	14,507,034	120,800	SH		SOLE		120,800	0	0
ALASKA AIR GROUP INC	COM	011659109	4,629,765	87,175	SH		SOLE		87,175	0	0
ALPHABET INC	CAP STK CL C	02079K107	158,185,431	1,309,346	SH		SOLE		1,309,346	0	0
ALPHABET INC	CAP STK CL A	02079K305	61,816,813	504,380	SH		SOLE		504,380	0	0
ALTRIA GROUP INC	COM	02209S103	9,703,625	214,495	SH		SOLE		214,495	0	0
AMAZON COM INC	COM	023135106	313,891,814	2,410,675	SH		SOLE		2,410,675	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	7,939,150	138,161	SH		SOLE		138,161	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	4,457,827	23,197	SH		SOLE		23,197	0	0
ANSYS INC	COM	03662Q105	23,186,032	70,296	SH		SOLE		70,296	0	0
AON PLC	SHS CL A	G0403H108	90,677,372	262,945	SH		SOLE		262,945	0	0
APPLE INC	COM	037833100	164,022,352	846,704	SH		SOLE		846,704	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	23,187,428	307,278	SH		SOLE		307,278	0	0
AUTOLIV INC	COM	052800109	14,447,785	169,981	SH		SOLE		169,981	0	0
AUTOZONE INC	COM	053332102	65,577,262	26,328	SH		SOLE		26,328	0	0
AVANTOR INC	COM	05352A100	92,227,280	4,494,934	SH		SOLE		4,494,934	0	0
AVERY DENNISON CORP	COM	053611109	18,565,971	108,207	SH		SOLE		108,207	0	0
AXCELIS TECHNOLOGIES INC	COM NEW	054540208	4,783,822	26,129	SH		SOLE		26,129	0	0
AXON ENTERPRISE INC	COM	05464C101	42,134,363	216,140	SH		SOLE		216,140	0	0
AZEK CO INC	CL A	05478C105	39,678,527	1,310,934	SH		SOLE		1,310,934	0	0
BAKER HUGHES COMPANY	CL A	05722G100	46,026,360	1,457,977	SH		SOLE		1,457,977	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	4,035,566	142,841	SH		SOLE		142,841	0	0
BELDEN INC	COM	077454106	1,977,784	20,705	SH		SOLE		20,705	0	0
BELLRING BRANDS INC	COMMON STOCK	07831C103	26,498,271	724,660	SH		SOLE		724,660	0	0
BIOXCEL THERAPEUTICS INC	COM	09075P105	5,954,582	895,048	SH		SOLE		895,048	0	0
BLACKSTONE INC	COM	09260D107	39,388,497	424,224	SH		SOLE		424,224	0	0
BLOOMIN BRANDS INC	COM	094235108	1,731,977	64,496	SH		SOLE		64,496	0	0
BOOZ ALLEN HAMILTON HLDG COR	CL A	099502106	16,980,256	152,230	SH		SOLE		152,230	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	2,585,616	40,486	SH		SOLE		40,486	0	0
BROADCOM INC	COM	11135F101	63,240,268	73,001	SH		SOLE		73,001	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	141,220,432	1,039,552	SH		SOLE		1,039,552	0	0
BURLINGTON STORES INC	COM	122017106	30,617,538	194,678	SH		SOLE		194,678	0	0
BWX TECHNOLOGIES INC	COM	05605H100	4,901,348	68,575	SH		SOLE		68,575	0	0
CAMECO CORP	COM	13321L108	10,681,176	341,369	SH		SOLE		341,369	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	5,744,997	160,154	SH		SOLE		160,154	0	0
CARDINAL HEALTH INC	COM	14149Y108	4,456,978	47,192	SH		SOLE		47,192	0	0
CHUBB LIMITED	COM	H1467J104	10,118,568	52,618	SH		SOLE		52,618	0	0
CHURCHILL DOWNS INC	COM	171484108	64,715,162	465,433	SH		SOLE		465,433	0	0
CIENA CORP	COM NEW	171779309	7,204,613	172,071	SH		SOLE		172,071	0	0
CISCO SYS INC	COM	17275R102	9,819,258	190,035	SH		SOLE		190,035	0	0
CITIGROUP INC	COM NEW	172967424	4,480,065	97,429	SH		SOLE		97,429	0	0
CLEAN HARBORS INC	COM	184496107	168,756,430	1,027,362	SH		SOLE		1,027,362	0	0
COCA COLA CO	COM	191216100	7,543,952	125,441	SH		SOLE		125,441	0	0
COMCAST CORP NEW	CL A	20030N101	6,087,356	146,703	SH		SOLE		146,703	0	0
COMFORT SYS USA INC	COM	199908104	27,309,837	166,473	SH		SOLE		166,473	0	0
CONSTELLATION ENERGY CORP	COM	21037T109	234,163,721	2,560,603	SH		SOLE		2,560,603	0	0
COPART INC	COM	217204106	45,846,637	503,218	SH		SOLE		503,218	0	0
COTY INC	COM CL A	222070203	37,876,885	3,084,747	SH		SOLE		3,084,747	0	0
CSX CORP	COM	126408103	108,043,356	3,172,388	SH		SOLE		3,172,388	0	0
CVS HEALTH CORP	COM	126650100	10,615,517	153,757	SH		SOLE		153,757	0	0
DARLING INGREDIENTS INC	COM	237266101	25,579,766	401,370	SH		SOLE		401,370	0	0
DEXCOM INC	COM	252131107	55,070,079	429,079	SH		SOLE		429,079	0	0
DIGITAL TURBINE INC	COM NEW	25400W102	9,422,512	1,016,285	SH		SOLE		1,016,285	0	0
DOLLAR TREE INC	COM	256746108	7,975,396	55,606	SH		SOLE		55,606	0	0
DOW INC	COM	260557103	89,433,735	1,693,500	SH	Call	SOLE		1,693,500	0	0
EAGLE MATLS INC	COM	26969P108	193,109,027	1,036,999	SH		SOLE		1,036,999	0	0
ELEVANCE HEALTH INC	COM	036752103	19,209,726	43,259	SH		SOLE		43,259	0	0
ENERGY RECOVERY INC	COM	29270J100	719,496	25,765	SH		SOLE		25,765	0	0
ENOVIS CORPORATION	COM	194014502	21,857,232	341,192	SH		SOLE		341,192	0	0
ENVISTA HOLDINGS CORPORATION	COM	29415F104	9,228,512	272,961	SH		SOLE		272,961	0	0
EQT CORP	COM	26884L109	8,436,432	205,391	SH		SOLE		205,391	0	0
EQUIFAX INC	COM	294429105	55,450,921	235,887	SH		SOLE		235,887	0	0
EVERBRIDGE INC	COM	29978A104	297,037	11,052	SH		SOLE		11,052	0	0
EXXON MOBIL CORP	COM	30231G102	36,857,122	344,106	SH		SOLE		344,106	0	0
FERGUSON PLC NEW	SHS	G3421J106	49,126,207	312,610	SH		SOLE		312,610	0	0
FIRST INDL RLTY TR INC	COM	32054K103	35,155,645	668,463	SH		SOLE		668,463	0	0
FIRST SOLAR INC	COM	336433107	13,139,288	69,210	SH		SOLE		69,210	0	0
FLUOR CORP NEW	COM	343412102	5,213,809	176,371	SH		SOLE		176,371	0	0
FRANCO NEV CORP	COM	351858105	14,843,835	104,084	SH		SOLE		104,084	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	8,085,276	202,395	SH		SOLE		202,395	0	0
GARTNER INC	COM	366651107	87,800,984	250,915	SH		SOLE		250,915	0	0
GENERAL MTRS CO	COM	37045V100	2,753,313	71,499	SH		SOLE		71,499	0	0
GILEAD SCIENCES INC	COM	375558103	77,310,294	1,004,215	SH		SOLE		1,004,215	0	0
HALLIBURTON CO	COM	406216101	18,283,452	554,944	SH		SOLE		554,944	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	10,896,866	151,506	SH		SOLE		151,506	0	0
HERSHEY CO	COM	427866108	8,286,432	33,230	SH		SOLE		33,230	0	0
HESS CORP	COM	42809H107	62,049,025	456,954	SH		SOLE		456,954	0	0
HOLOGIC INC	COM	436440101	1,601,628	19,798	SH		SOLE		19,798	0	0
HOSTESS BRANDS INC	CL A	44109J106	63,961,542	2,528,427	SH		SOLE		2,528,427	0	0
HUMANA INC	COM	444859102	24,839,222	55,626	SH		SOLE		55,626	0	0
ICON PLC	SHS	G4705A100	21,623,787	86,470	SH		SOLE		86,470	0	0
INDIVIOR PLC	ORD	G4766E116	72,945,161	3,151,563	SH		SOLE		3,151,563	0	0
INFOSYS LTD	SPONSORED ADR	456788108	1,007,477	62,693	SH		SOLE		62,693	0	0
INSULET CORP	COM	45784P101	1,313,953	4,561	SH		SOLE		4,561	0	0
INTEL CORP	COM	458140100	10,867,057	325,402	SH		SOLE		325,402	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	128,122,789	1,134,267	SH		SOLE		1,134,267	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	8,171,832	61,150	SH		SOLE		61,150	0	0
INTUIT	COM	461202103	68,707,092	150,120	SH		SOLE		150,120	0	0
IQVIA HLDGS INC	COM	46266C105	1,567,060	6,978	SH		SOLE		6,978	0	0
JABIL INC	COM	466313103	18,592,127	172,420	SH		SOLE		172,420	0	0
JACOBS SOLUTIONS INC	COM	46982L108	31,826,688	274,368	SH		SOLE		274,368	0	0
JOHNSON & JOHNSON	COM	478160104	45,308,288	274,091	SH		SOLE		274,091	0	0
JPMORGAN CHASE & CO	COM	46625H100	13,503,905	92,973	SH		SOLE		92,973	0	0
KLA CORP	COM NEW	482480100	24,122,204	49,799	SH		SOLE		49,799	0	0
KRAFT HEINZ CO	COM	500754106	90,140,177	2,542,475	SH		SOLE		2,542,475	0	0
LAM RESEARCH CORP	COM	512807108	54,998,635	85,643	SH		SOLE		85,643	0	0
LATTICE SEMICONDUCTOR CORP	COM	518415104	33,154,831	345,427	SH		SOLE		345,427	0	0
LAUDER ESTEE COS INC	CL A	518439104	20,654,869	105,317	SH		SOLE		105,317	0	0
LILLY ELI & CO	COM	532457108	54,233,283	115,791	SH		SOLE		115,791	0	0
LINDE PLC	SHS	G54950103	83,951,029	237,190	SH		SOLE		237,190	0	0
LPL FINL HLDGS INC	COM	50212V100	62,746,981	288,848	SH		SOLE		288,848	0	0
MARSH & MCLENNAN COS INC	COM	571748102	31,459,303	167,483	SH		SOLE		167,483	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	30,305,403	77,156	SH		SOLE		77,156	0	0
MCDONALDS CORP	COM	580135101	3,591,924	12,053	SH		SOLE		12,053	0	0
MCKESSON CORP	COM	58155Q103	127,573,206	298,895	SH		SOLE		298,895	0	0
MERCK & CO INC	COM	58933Y105	66,233,146	574,748	SH		SOLE		574,748	0	0
META PLATFORMS INC	CL A	30303M102	259,455,315	910,753	SH		SOLE		910,753	0	0
METLIFE INC	COM	59156R108	10,105,729	179,007	SH		SOLE		179,007	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	18,950,464	14,467	SH		SOLE		14,467	0	0
MICROCHIP TECHNOLOGY INC.	COM	595017104	10,866,598	121,455	SH		SOLE		121,455	0	0
MICRON TECHNOLOGY INC	COM	595112103	7,645,853	121,213	SH		SOLE		121,213	0	0
MICROSOFT CORP	COM	594918104	446,935,385	1,313,927	SH		SOLE		1,313,927	0	0
MINISO GROUP HLDG LTD	SPONSORED ADS	66981J102	5,830,473	343,595	SH		SOLE		343,595	0	0
MONDELEZ INTL INC	CL A	609207105	75,484,865	1,035,976	SH		SOLE		1,035,976	0	0
MONTROSE ENVIRONMENTAL GROUP	COM	615111101	844,312	20,063	SH		SOLE		20,063	0	0
MOODYS CORP	COM	615369105	95,492,804	274,937	SH		SOLE		274,937	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	16,696,406	57,000	SH		SOLE		57,000	0	0
NATERA INC	COM	632307104	27,348,447	562,550	SH		SOLE		562,550	0	0
NETFLIX INC	COM	64110L106	13,509,638	32,391	SH		SOLE		32,391	0	0
NEXTERA ENERGY INC	COM	65339F101	3,932,897	53,004	SH		SOLE		53,004	0	0
NEXTERA ENERGY PARTNERS LP	COM UNIT PART IN	65341B106	47,809,168	816,118	SH		SOLE		816,118	0	0
NIKE INC	CL B	654106103	44,652,700	405,001	SH		SOLE		405,001	0	0
NORFOLK SOUTHN CORP	COM	655844108	27,286,072	120,391	SH		SOLE		120,391	0	0
NOV INC	COM	62955J103	12,409,817	774,388	SH		SOLE		774,388	0	0
NVENT ELECTRIC PLC	SHS	G6700G107	45,462,915	880,682	SH		SOLE		880,682	0	0
NVIDIA CORPORATION	COM	67066G104	204,514,846	484,529	SH		SOLE		484,529	0	0
NVIDIA CORPORATION	COM	67066G104	35,835,441	84,900	SH	Call	SOLE		84,900	0	0
OKTA INC	CL A	679295105	25,805,914	372,450	SH		SOLE		372,450	0	0
OMNICOM GROUP INC	COM	681919106	27,861,985	293,210	SH		SOLE		293,210	0	0
OPEN TEXT CORP	COM	683715106	229,628	5,522	SH		SOLE		5,522	0	0
ORACLE CORP	COM	68389X105	98,095,927	824,671	SH		SOLE		824,671	0	0
OVINTIV INC	COM	69047Q102	30,155,656	792,842	SH		SOLE		792,842	0	0
PACCAR INC	COM	693718108	6,740,439	80,687	SH		SOLE		80,687	0	0
PENUMBRA INC	COM	70975L107	777,238	2,261	SH		SOLE		2,261	0	0
PEPSICO INC	COM	713448108	8,223,311	44,457	SH		SOLE		44,457	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	35,508,404	589,883	SH		SOLE		589,883	0	0
PERION NETWORK LTD	SHS NEW	M78673114	9,154,816	298,894	SH		SOLE		298,894	0	0
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	71654V408	39,750,524	2,877,914	SH		SOLE		2,877,914	0	0
PG&E CORP	COM	69331C108	135,116,854	7,827,922	SH		SOLE		7,827,922	0	0
PHILIP MORRIS INTL INC	COM	718172109	10,572,630	108,449	SH		SOLE		108,449	0	0
PHILLIPS 66	COM	718546104	6,078,601	63,812	SH		SOLE		63,812	0	0
PINNACLE FINL PARTNERS INC	COM	72346Q104	26,266,185	464,080	SH		SOLE		464,080	0	0
PLANET FITNESS INC	CL A	72703H101	29,799,359	442,305	SH		SOLE		442,305	0	0
POOL CORP	COM	73278L105	56,915,817	161,002	SH		SOLE		161,002	0	0
POWERSCHOOL HOLDINGS INC	COM CL A	73939C106	1,084,580	56,716	SH		SOLE		56,716	0	0
PROCTER AND GAMBLE CO	COM	742718109	27,981,639	184,650	SH		SOLE		184,650	0	0
QORVO INC	COM	74736K101	38,189,982	374,644	SH		SOLE		374,644	0	0
QUALYS INC	COM	74758T303	12,018,640	93,131	SH		SOLE		93,131	0	0
RALPH LAUREN CORP	CL A	751212101	17,066,641	158,083	SH		SOLE		158,083	0	0
REINSURANCE GRP OF AMERICA I	COM NEW	759351604	11,085,344	80,036	SH		SOLE		80,036	0	0
REVVITY INC	COM	714046109	18,562,773	156,472	SH		SOLE		156,472	0	0
RH	COM	74967X103	4,405,366	13,373	SH		SOLE		13,373	0	0
ROCKWELL AUTOMATION INC	COM	773903109	27,535,603	83,691	SH		SOLE		83,691	0	0
ROPER TECHNOLOGIES INC	COM	776696106	1,270,112	2,644	SH		SOLE		2,644	0	0
ROSS STORES INC	COM	778296103	14,047,226	125,340	SH		SOLE		125,340	0	0
RYANAIR HOLDINGS PLC	SPONSORED ADS	783513203	14,755,163	133,586	SH		SOLE		133,586	0	0
SAIA INC	COM	78709Y105	104,160,106	304,542	SH		SOLE		304,542	0	0
SALESFORCE INC	COM	79466L302	16,112,427	76,369	SH		SOLE		76,369	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	11,065,791	100,022	SH		SOLE		100,022	0	0
SOLAREDGE TECHNOLOGIES INC	COM	83417M104	1,139,496	4,239	SH		SOLE		4,239	0	0
SPROUTS FMRS MKT INC	COM	85208M102	10,064,716	274,386	SH		SOLE		274,386	0	0
STAR BULK CARRIERS CORP.	SHS PAR	Y8162K204	1,299,378	73,502	SH		SOLE		73,502	0	0
STEEL DYNAMICS INC	COM	858119100	2,822,517	25,946	SH		SOLE		25,946	0	0
STELLANTIS N.V	SHS	N82405106	7,352,716	419,680	SH		SOLE		419,680	0	0
SYNOPSYS INC	COM	871607107	19,807,593	45,552	SH		SOLE		45,552	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	366,757	3,639	SH		SOLE		3,639	0	0
TENABLE HLDGS INC	COM	88025T102	28,397,794	652,670	SH		SOLE		652,670	0	0
TENCENT MUSIC ENTMT GROUP	SPON ADS	88034P109	3,257,716	441,972	SH		SOLE		441,972	0	0
TERADYNE INC	COM	880770102	1,128,330	10,144	SH		SOLE		10,144	0	0
TEREX CORP NEW	COM	880779103	7,481,353	125,211	SH		SOLE		125,211	0	0
TETRA TECH INC NEW	COM	88162G103	1,851,899	11,320	SH		SOLE		11,320	0	0
TFI INTL INC	COM	87241L109	38,199,264	335,506	SH		SOLE		335,506	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	71,002,515	136,245	SH		SOLE		136,245	0	0
TOPBUILD CORP	COM	89055F103	76,417,225	287,484	SH		SOLE		287,484	0	0
TRANSUNION	COM	89400J107	32,061,194	409,685	SH		SOLE		409,685	0	0
TWILIO INC	CL A	90138F102	48,457,561	762,524	SH		SOLE		762,524	0	0
UBER TECHNOLOGIES INC	COM	90353T100	13,776,074	319,534	SH		SOLE		319,534	0	0
UBS GROUP AG	SHS	H42097107	8,168,528	404,408	SH		SOLE		404,408	0	0
UNION PAC CORP	COM	907818108	22,653,204	110,855	SH		SOLE		110,855	0	0
UNITED AIRLS HLDGS INC	COM	910047109	4,475,896	81,682	SH		SOLE		81,682	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	30,818,265	64,204	SH		SOLE		64,204	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	962,369	6,683	SH		SOLE		6,683	0	0
UNUM GROUP	COM	91529Y106	13,746,138	288,565	SH		SOLE		288,565	0	0
VALMONT INDS INC	COM	920253101	61,494,975	211,466	SH		SOLE		211,466	0	0
VALVOLINE INC	COM	92047W101	34,661,554	924,847	SH		SOLE		924,847	0	0
VEEVA SYS INC	CL A COM	922475108	1,448,871	7,334	SH		SOLE		7,334	0	0
VERACYTE INC	COM	92337F107	311,760	12,251	SH		SOLE		12,251	0	0
VERISK ANALYTICS INC	COM	92345Y106	1,516,676	6,716	SH		SOLE		6,716	0	0
VISA INC	COM CL A	92826C839	99,580,108	419,866	SH		SOLE		419,866	0	0
VULCAN MATLS CO	COM	929160109	123,191,574	547,057	SH		SOLE		547,057	0	0
WALMART INC	COM	931142103	35,859,351	228,438	SH		SOLE		228,438	0	0
WELLS FARGO CO NEW	COM	949746101	85,279,598	2,000,314	SH		SOLE		2,000,314	0	0
WESCO INTL INC	COM	95082P105	46,272,156	258,689	SH		SOLE		258,689	0	0
WILLIS TOWERS WATSON PLC LTD	SHS	G96629103	16,126,397	71,919	SH		SOLE		71,919	0	0
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	971378104	39,329,862	876,920	SH		SOLE		876,920	0	0
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	20,116,489	138,233	SH		SOLE		138,233	0	0
ZOETIS INC	CL A	98978V103	68,852,171	400,334	SH		SOLE		400,334	0	0

Artemis Investment Management 13F-HRQuarterly holdings report by institutional manager