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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AXALTA COATING SYS LTD COM G0750C108   6,822,511 207,940 SH   SOLE   207,940 0 0
EATON CORP PLC SHS G29183103   5,459,865 27,150 SH   SOLE   27,150 0 0
FABRINET SHS G3323L100   1,572,847 12,110 SH   SOLE   12,110 0 0
ICON PLC SHS G4705A100   693,054 2,770 SH   SOLE   2,770 0 0
MEDTRONIC PLC SHS G5960L103   42,288 480 SH   SOLE   480 0 0
NOBLE CORP PLC ORD SHS A G65431127   2,623,185 63,500 SH   SOLE   63,500 0 0
PENTAIR PLC SHS G7S00T104   7,951,614 123,090 SH   SOLE   123,090 0 0
TECHNIPFMC PLC COM G87110105   8,746,109 526,240 SH   SOLE   526,240 0 0
GLOBANT S A COM L44385109   616,440 3,430 SH   SOLE   3,430 0 0
PERION NETWORK LTD SHS NEW M78673114   3,553,426 115,860 SH   SOLE   115,860 0 0
WIX COM LTD SHS M98068105   4,251,562 54,340 SH   SOLE   54,340 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   34,208,200 47,200 SH   SOLE   47,200 0 0
FERRARI N V COM N3167Y103   1,502,470 4,620 SH   SOLE   4,620 0 0
ACV AUCTIONS INC COM CL A 00091G104   5,940,155 343,958 SH   SOLE   343,958 0 0
API GROUP CORP COM STK 00187Y100   11,321,160 415,303 SH   SOLE   415,303 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   17,816,351 36,435 SH   SOLE   36,435 0 0
AECOM COM 00766T100   5,130,520 60,580 SH   SOLE   60,580 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,125,330 80,110 SH   SOLE   80,110 0 0
ALIGN TECHNOLOGY INC COM 016255101   11,256,361 31,830 SH   SOLE   31,830 0 0
ATI INC COM 01741R102   10,979,213 248,230 SH   SOLE   248,230 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   3,253,790 57,630 SH   SOLE   57,630 0 0
ALPHABET INC CAP STK CL A 02079K305   65,443,581 546,730 SH   SOLE   546,730 0 0
ALPHABET INC CAP STK CL C 02079K107   846,790 7,000 SH   SOLE   7,000 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   6,843,008 380,590 SH   SOLE   380,590 0 0
ALTAIR ENGR INC COM CL A 021369103   4,124,179 54,380 SH   SOLE   54,380 1 0
AMAZON COM INC COM 023135106   50,149,492 384,700 SH   SOLE   384,700 2 0
AMERICAN EXPRESS CO COM 025816109   465,985 2,675 SH   SOLE   2,675 0 0
ANSYS INC COM 03662Q105   1,334,291 4,040 SH   SOLE   4,040 0 0
ANTERO MIDSTREAM CORP COM 03676B102   582,668 50,230 SH   SOLE   50,230 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   3,718,702 40,820 SH   SOLE   40,820 0 0
APPLE INC COM 037833100   126,096,987 650,085 SH   SOLE   650,085 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   5,027,596 222,460 SH   SOLE   222,460 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   3,055,705 85,690 SH   SOLE   85,690 0 0
AVIENT CORPORATION COM 05368V106   4,849,513 118,570 SH   SOLE   118,570 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   6,055,390 33,030 SH   SOLE   33,030 0 0
AXON ENTERPRISE INC COM 05464C101   5,656,529 28,990 SH   SOLE   28,990 0 0
BAIDU INC SPON ADR REP A 056752108   679,074 4,960 SH   SOLE   4,960 0 0
BALLARD PWR SYS INC NEW COM 058586108   64,920 14,890 SH   SOLE   14,890 0 0
BARRICK GOLD CORP COM 067901108   4,678,436 276,340 SH   SOLE   276,340 0 0
BELDEN INC COM 077454106   3,366,880 35,200 SH   SOLE   35,200 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   6,586,536 179,960 SH   SOLE   179,960 0 0
BENTLEY SYS INC COM CL B 08265T208   688,721 12,700 SH   SOLE   12,700 0 0
BHP GROUP LTD SPONSORED ADS 088606108   193,331 3,240 SH   SOLE   3,240 0 0
BOEING CO COM 097023105   5,625,302 26,640 SH   SOLE   26,640 0 0
BORGWARNER INC COM 099724106   272,624 5,574 SH   SOLE   5,574 0 0
BOYD GAMING CORP COM 103304101   6,475,690 93,350 SH   SOLE   93,350 0 0
BRINKS CO COM 109696104   7,298,508 107,600 SH   SOLE   107,600 0 0
BRUNSWICK CORP COM 117043109   4,603,183 53,130 SH   SOLE   53,130 0 0
CBIZ INC COM 124805102   4,834,094 90,730 SH   SOLE   90,730 0 0
CME GROUP INC COM 12572Q105   629,986 3,400 SH   SOLE   3,400 0 0
CSX CORP COM 126408103   5,306,301 155,610 SH   SOLE   155,610 0 0
CATERPILLAR INC COM 149123101   317,405 1,290 SH   SOLE   1,290 0 0
CELSIUS HLDGS INC COM NEW 15118V207   12,584,177 84,350 SH   SOLE   84,350 0 0
CERENCE INC COM 156727109   6,183,694 211,553 SH   SOLE   211,553 0 0
CHAMPIONX CORPORATION COM 15872M104   5,219,686 168,160 SH   SOLE   168,160 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,704,299 11,186 SH   SOLE   11,186 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   1,205,361 26,124 SH   SOLE   26,124 0 0
CHURCHILL DOWNS INC COM 171484108   3,260,753 23,430 SH   SOLE   23,430 0 0
CINTAS CORP COM 172908105   367,839 740 SH   SOLE   740 0 0
CITIGROUP INC COM NEW 172967424   176,978 3,844 SH   SOLE   3,844 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   3,345,715 48,230 SH   SOLE   48,230 0 0
COCA COLA CO COM 191216100   204,567 3,397 SH   SOLE   3,397 0 0
COMFORT SYS USA INC COM 199908104   5,999,868 36,540 SH   SOLE   36,540 0 0
CORSAIR GAMING INC COM 22041X102   3,885,415 219,020 SH   SOLE   219,020 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,507,464 2,800 SH   SOLE   2,800 0 0
COTY INC COM CL A 222070203   4,905,308 399,130 SH   SOLE   399,130 0 0
CRANE NXT CO COM 224441105   4,293,391 76,070 SH   SOLE   76,070 0 0
CUMMINS INC COM 231021106   303,998 1,240 SH   SOLE   1,240 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   176,965 3,570 SH   SOLE   3,570 0 0
DARLING INGREDIENTS INC COM 237266101   138,424 2,170 SH   SOLE   2,170 0 0
DEERE & CO COM 244199105   16,244,067 40,090 SH   SOLE   40,090 0 0
DEXCOM INC COM 252131107   58,251,013 453,280 SH   SOLE   453,280 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,942,158 14,785 SH   SOLE   14,785 0 0
DICKS SPORTING GOODS INC COM 253393102   1,115,684 8,440 SH   SOLE   8,440 0 0
DIGI INTL INC COM 253798102   3,825,163 97,110 SH   SOLE   97,110 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   8,620,002 221,480 SH   SOLE   221,480 0 0
DYNATRACE INC COM NEW 268150109   746,315 14,500 SH   SOLE   14,500 0 0
ENBRIDGE INC COM 29250N105   221,786 5,970 SH   SOLE   5,970 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   4,811,268 378,840 SH   SOLE   378,840 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   698,540 65,900 SH   SOLE   65,900 0 0
ENPHASE ENERGY INC COM 29355A107   304,814 1,820 SH   SOLE   1,820 0 0
ENTEGRIS INC COM 29362U104   813,419 7,340 SH   SOLE   7,340 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   2,459,008 93,321 SH   SOLE   93,321 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   6,077,674 635,740 SH   SOLE   635,740 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102   2,485,728 414,288 SH   SOLE   414,288 0 0
EXPONENT INC COM 30214U102   2,540,170 27,220 SH   SOLE   27,220 0 0
EXXON MOBIL CORP COM 30231G102   11,736,368 109,430 SH   SOLE   109,430 0 0
FLYWIRE CORPORATION COM VTG 302492103   7,049,805 227,120 SH   SOLE   227,120 0 0
META PLATFORMS INC CL A 30303M102   44,406,998 154,739 SH   SOLE   154,739 0 0
FASTENAL CO COM 311900104   204,105 3,460 SH   SOLE   3,460 0 0
FEDEX CORP COM 31428X106   247,900 1,000 SH   SOLE   1,000 0 0
F5 INC COM 315616102   20,476 140 SH   SOLE   140 0 0
FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF 33736G106   191,506 10,962 SH   SOLE   10,962 0 0
FISERV INC COM 337738108   252,300 2,000 SH   SOLE   2,000 0 0
FIVE BELOW INC COM 33829M101   7,057,751 35,910 SH   SOLE   35,910 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   5,030,624 48,390 SH   SOLE   48,390 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   6,094,885 84,710 SH   SOLE   84,710 0 0
FREEPORT-MCMORAN INC CL B 35671D857   364,400 9,110 SH   SOLE   9,110 0 0
GENERAC HLDGS INC COM 368736104   3,322,616 22,280 SH   SOLE   22,280 0 0
GENTEX CORP COM 371901109   252,221 8,620 SH   SOLE   8,620 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   655,990 68,690 SH   SOLE   68,690 0 0
GILEAD SCIENCES INC COM 375558103   410,937 5,332 SH   SOLE   5,332 0 0
GRAND CANYON ED INC COM 38526M106   5,107,863 49,490 SH   SOLE   49,490 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   908,191 13,030 SH   SOLE   13,030 0 0
HAEMONETICS CORP MASS COM 405024100   1,073,615 12,610 SH   SOLE   12,610 0 0
HEALTHCARE SVCS GROUP INC COM 421906108   4,319,398 289,310 SH   SOLE   289,310 0 0
HESS CORP COM 42809H107   758,601 5,580 SH   SOLE   5,580 0 0
HESS MIDSTREAM LP CL A SHS 428103105   898,771 29,295 SH   SOLE   29,295 0 0
HOME DEPOT INC COM 437076102   714,472 2,300 SH   SOLE   2,300 0 0
HUNT J B TRANS SVCS INC COM 445658107   1,024,630 5,660 SH   SOLE   5,660 0 0
HURON CONSULTING GROUP INC COM 447462102   6,179,750 72,780 SH   SOLE   72,780 0 0
ILLINOIS TOOL WKS INC COM 452308109   192,623 770 SH   SOLE   770 0 0
IMMUNOGEN INC COM 45253H101   1,688,110 89,460 SH   SOLE   89,460 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   5,251,498 558,670 SH   SOLE   558,670 0 0
INSPIRE MED SYS INC COM 457730109   10,450,162 32,190 SH   SOLE   32,190 0 0
INSTALLED BLDG PRODS INC COM 45780R101   7,148,160 51,000 SH   SOLE   51,000 0 0
INTEL CORP COM 458140100   73,568 2,200 SH   SOLE   2,200 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   4,894,003 77,290 SH   SOLE   77,290 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   32,063,714 93,770 SH   SOLE   93,770 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   189,977 2,660 SH   SOLE   2,660 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   7,005,272 112,770 SH   SOLE   112,770 0 0
ISHARES TR MSCI ACWI EX US 464288240   6,883,417 139,850 SH   SOLE   139,850 0 0
ISHARES TR MSCI EAFE ETF 464287465   26,419,725 364,410 SH   SOLE   364,410 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   26,192,676 662,100 SH   SOLE   662,100 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   1,010,112 6,400 SH   SOLE   6,400 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   121,330 500 SH   SOLE   500 0 0
ISHARES TR RUS MD CP GR ETF 464287481   1,546,080 16,000 SH   SOLE   16,000 0 0
ISHARES TR U.S. MED DVC ETF 464288810   8,917,292 157,940 SH   SOLE   157,940 0 0
ISHARES TR US HOME CONS ETF 464288752   9,705,130 113,590 SH   SOLE   113,590 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   13,782,035 222,650 SH   SOLE   222,650 0 0
ITRON INC COM 465741106   5,582,703 77,430 SH   SOLE   77,430 0 0
JPMORGAN CHASE & CO COM 46625H100   7,523,611 51,730 SH   SOLE   51,730 0 0
KBR INC COM 48242W106   8,104,264 124,566 SH   SOLE   124,566 0 0
KE HLDGS INC SPONSORED ADS 482497104   747,846 50,360 SH   SOLE   50,360 0 0
KARUNA THERAPEUTICS INC COM 48576A100   5,357,496 24,706 SH   SOLE   24,706 0 0
KB HOME COM 48666K109   5,307,514 102,640 SH   SOLE   102,640 0 0
KINSALE CAP GROUP INC COM 49714P108   2,065,584 5,520 SH   SOLE   5,520 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   5,666,009 101,980 SH   SOLE   101,980 0 0
LPL FINL HLDGS INC COM 50212V100   801,230 3,685 SH   SOLE   3,685 0 0
LAM RESEARCH CORP COM 512807108   37,674,810 58,605 SH   SOLE   58,605 0 0
LAS VEGAS SANDS CORP COM 517834107   56,813,262 979,539 SH   SOLE   979,539 0 0
LAUDER ESTEE COS INC CL A 518439104   22,232,180 113,210 SH   SOLE   113,210 0 0
LIBERTY ENERGY INC COM CL A 53115L104   777,198 58,130 SH   SOLE   58,130 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504   2,884,144 40,002 SH   SOLE   40,002 0 0
LILLY ELI & CO COM 532457108   57,621,228 122,865 SH   SOLE   122,865 0 0
LINCOLN ELEC HLDGS INC COM 533900106   1,330,821 6,700 SH   SOLE   6,700 0 0
LULULEMON ATHLETICA INC COM 550021109   33,042,293 87,298 SH   SOLE   87,298 0 0
MKS INSTRS INC COM 55306N104   4,489,393 41,530 SH   SOLE   41,530 0 0
MPLX LP COM UNIT REP LTD 55336V100   4,400,049 129,642 SH   SOLE   129,642 0 0
MSCI INC COM 55354G100   18,689,474 39,825 SH   SOLE   39,825 0 0
MYR GROUP INC DEL COM 55405W104   6,661,071 48,150 SH   SOLE   48,150 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   2,208,360 9,560 SH   SOLE   9,560 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   1,909,360 30,638 SH   SOLE   30,638 0 0
MAGNITE INC COM 55955D100   5,594,043 409,820 SH   SOLE   409,820 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   1,297,681 62,090 SH   SOLE   62,090 0 0
MANHATTAN ASSOCIATES INC COM 562750109   9,738,154 48,720 SH   SOLE   48,720 0 0
MARATHON PETE CORP COM 56585A102   1,488,865 12,769 SH   SOLE   12,769 0 0
MASCO CORP COM 574599106   4,119,884 71,800 SH   SOLE   71,800 0 0
MASTEC INC COM 576323109   7,205,608 61,080 SH   SOLE   61,080 0 0
MASTERCARD INCORPORATED CL A 57636Q104   73,549,853 187,007 SH   SOLE   187,007 0 0
MATADOR RES CO COM 576485205   1,418,395 27,110 SH   SOLE   27,110 0 0
MAXIMUS INC COM 577933104   8,486,494 100,420 SH   SOLE   100,420 0 0
MEDPACE HLDGS INC COM 58506Q109   2,877,237 11,980 SH   SOLE   11,980 0 0
MERIT MED SYS INC COM 589889104   5,971,060 71,390 SH   SOLE   71,390 0 0
MICROSOFT CORP COM 594918104   139,376,211 409,280 SH   SOLE   409,280 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   64,505 720 SH   SOLE   720 0 0
MOOG INC CL A 615394202   93,250 860 SH   SOLE   860 0 0
MORGAN STANLEY COM NEW 617446448   9,048,984 105,960 SH   SOLE   105,960 0 0
NEOGENOMICS INC COM NEW 64049M209   4,218,487 262,507 SH   SOLE   262,507 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   39,233 1,465 SH   SOLE   1,465 0 0
NEXTERA ENERGY INC COM 65339F101   115,752 1,560 SH   SOLE   1,560 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   346,562 5,910 SH   SOLE   5,910 0 0
NIKE INC CL B 654106103   50,779,030 460,080 SH   SOLE   460,080 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   696,741 40,650 SH   SOLE   40,650 0 0
NVIDIA CORPORATION COM 67066G104   92,703,987 219,148 SH   SOLE   219,148 0 0
O-I GLASS INC COM 67098H104   5,988,611 280,760 SH   SOLE   280,760 0 0
OCCIDENTAL PETE CORP COM 674599105   1,392,678 23,685 SH   SOLE   23,685 0 0
ONEOK INC NEW COM 682680103   529,249 8,575 SH   SOLE   8,575 0 0
ONTO INNOVATION INC COM 683344105   4,386,260 37,660 SH   SOLE   37,660 0 0
ORACLE CORP COM 68389X105   10,964,616 92,070 SH   SOLE   92,070 0 0
PBF ENERGY INC CL A 69318G106   653,812 15,970 SH   SOLE   15,970 0 0
PDC ENERGY INC COM 69327R101   1,597,093 22,450 SH   SOLE   22,450 0 0
PRA GROUP INC COM 69354N106   26,278 1,150 SH   SOLE   1,150 0 0
PACCAR INC COM 693718108   482,995 5,774 SH   SOLE   5,774 0 0
PARSONS CORP DEL COM 70202L102   6,246,646 129,760 SH   SOLE   129,760 0 0
PAYCHEX INC COM 704326107   40,273 360 SH   SOLE   360 0 0
PENUMBRA INC COM 70975L107   7,269,988 21,130 SH   SOLE   21,130 0 0
PFIZER INC COM 717081103   238,420 6,500 SH   SOLE   6,500 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   4,808,227 341,009 SH   SOLE   341,009 0 0
POOL CORP COM 73278L105   595,678 1,590 SH   SOLE   1,590 0 0
POWER INTEGRATIONS INC COM 739276103   6,216,032 65,660 SH   SOLE   65,660 0 0
PROCTER AND GAMBLE CO COM 742718109   576,612 3,800 SH   SOLE   3,800 0 0
PROS HOLDINGS INC COM 74346Y103   1,979,208 64,260 SH   SOLE   64,260 0 0
PULTE GROUP INC COM 745867101   9,119,632 117,400 SH   SOLE   117,400 0 0
QUALCOMM INC COM 747525103   827,328 6,950 SH   SOLE   6,950 0 0
QUANTA SVCS INC COM 74762E102   1,449,801 7,380 SH   SOLE   7,380 0 0
RH COM 74967X103   1,057,984 3,210 SH   SOLE   3,210 0 0
RPM INTL INC COM 749685103   52,043 580 SH   SOLE   580 0 0
RAMBUS INC DEL COM 750917106   9,606,249 149,700 SH   SOLE   149,700 0 0
REVANCE THERAPEUTICS INC COM 761330109   3,182,150 125,727 SH   SOLE   125,727 0 0
RIO TINTO PLC SPONSORED ADR 767204100   177,475 2,780 SH   SOLE   2,780 0 0
ROCKWELL AUTOMATION INC COM 773903109   5,468,870 16,600 SH   SOLE   16,600 0 0
SPDR GOLD TR GOLD SHS 78463V107   14,168,008 79,475 SH   SOLE   79,475 0 0
SPDR SER TR S&P BIOTECH 78464A870   11,906,752 143,110 SH   SOLE   143,110 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   10,615,660 132,200 SH   SOLE   132,200 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   14,148,675 221,940 SH   SOLE   221,940 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   20,788,009 161,360 SH   SOLE   161,360 0 0
SAIA INC COM 78709Y105   5,694,278 16,630 SH   SOLE   16,630 0 0
SCHLUMBERGER LTD COM STK 806857108   14,921,674 303,780 SH   SOLE   303,780 0 0
SCHWAB CHARLES CORP COM 808513105   530,525 9,360 SH   SOLE   9,360 0 0
SEALED AIR CORP NEW COM 81211K100   28,800 720 SH   SOLE   720 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   47,973,113 447,010 SH   SOLE   447,010 0 0
SERVICENOW INC COM 81762P102   67,177,894 119,540 SH   SOLE   119,540 0 0
SHIFT4 PMTS INC CL A 82452J109   6,393,047 94,140 SH   SOLE   94,140 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   3,888,698 152,140 SH   SOLE   152,140 0 0
SHOCKWAVE MED INC COM 82489T104   3,904,409 13,680 SH   SOLE   13,680 0 0
SI-BONE INC COM 825704109   3,851,719 142,762 SH   SOLE   142,762 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   4,299,690 165,500 SH   SOLE   165,500 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   364,170 3,290 SH   SOLE   3,290 0 0
SMARTSHEET INC COM CL A 83200N103   238,360 6,230 SH   SOLE   6,230 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   290,574 1,080 SH   SOLE   1,080 0 0
SOUTHWEST AIRLS CO COM 844741108   56,488 1,560 SH   SOLE   1,560 0 0
SOUTHWESTERN ENERGY CO COM 845467109   1,730,640 287,960 SH   SOLE   287,960 0 0
SPLUNK INC COM 848637104   335,244 3,160 SH   SOLE   3,160 0 0
STARBUCKS CORP COM 855244109   457,657 4,620 SH   SOLE   4,620 0 0
STERICYCLE INC COM 858912108   35,759 770 SH   SOLE   770 0 0
STERLING INFRASTRUCTURE INC COM 859241101   5,817,931 104,264 SH   SOLE   104,264 0 0
STRYKER CORPORATION COM 863667101   37,257,591 122,120 SH   SOLE   122,120 0 0
SUMMIT MATLS INC CL A 86614U100   7,927,531 209,446 SH   SOLE   209,446 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   321,908 7,390 SH   SOLE   7,390 0 0
SUNRUN INC COM 86771W105   105,195 5,890 SH   SOLE   5,890 0 0
SUPER MICRO COMPUTER INC COM 86800U104   8,938,105 35,860 SH   SOLE   35,860 0 0
SURGERY PARTNERS INC COM 86881A100   6,343,140 140,990 SH   SOLE   140,990 0 0
TJX COS INC NEW COM 872540109   1,159,927 13,680 SH   SOLE   13,680 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,071,888 20,530 SH   SOLE   20,530 0 0
TAPESTRY INC COM 876030107   4,438,360 103,700 SH   SOLE   103,700 0 0
TARGA RES CORP COM 87612G101   1,220,644 16,040 SH   SOLE   16,040 0 0
10X GENOMICS INC CL A COM 88025U109   3,423,550 61,310 SH   SOLE   61,310 0 0
TENABLE HLDGS INC COM 88025T102   4,211,721 96,710 SH   SOLE   96,710 0 0
TENARIS S A SPONSORED ADS 88031M109   530,415 17,710 SH   SOLE   17,710 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   6,284,164 77,220 SH   SOLE   77,220 0 0
TERADYNE INC COM 880770102   533,271 4,790 SH   SOLE   4,790 0 0
TESLA INC COM 88160R101   732,956 2,800 SH   SOLE   2,800 0 0
TETRA TECH INC NEW COM 88162G103   6,795,210 41,500 SH   SOLE   41,500 0 0
TG THERAPEUTICS INC COM 88322Q108   2,259,943 90,980 SH   SOLE   90,980 0 0
TRANSDIGM GROUP INC COM 893641100   688,511 770 SH   SOLE   770 0 0
TRANSMEDICS GROUP INC COM 89377M109   11,130,289 132,535 SH   SOLE   132,535 0 0
TREACE MED CONCEPTS INC COM 89455T109   3,166,292 123,780 SH   SOLE   123,780 0 0
TREX CO INC COM 89531P105   5,823,695 88,830 SH   SOLE   88,830 0 0
TRIMBLE INC COM 896239100   114,350 2,160 SH   SOLE   2,160 0 0
UNDER ARMOUR INC CL A 904311107   9,675 1,340 SH   SOLE   1,340 0 0
UNDER ARMOUR INC CL C 904311206   9,052 1,349 SH   SOLE   1,349 0 0
UNITEDHEALTH GROUP INC COM 91324P102   19,182,342 39,910 SH   SOLE   39,910 0 0
VALERO ENERGY CORP COM 91913Y100   1,698,504 14,480 SH   SOLE   14,480 0 0
VARONIS SYS INC COM 922280102   4,379,128 164,320 SH   SOLE   164,320 0 0
VAXCYTE INC COM 92243G108   3,445,860 69,000 SH   SOLE   69,000 0 0
VERACYTE INC COM 92337F107   3,271,876 128,460 SH   SOLE   128,460 0 0
VERICEL CORP COM 92346J108   4,879,967 129,890 SH   SOLE   129,890 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   256,894 730 SH   SOLE   730 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   918,793 34,245 SH   SOLE   34,245 0 0
VISA INC COM CL A 92826C839   47,513,811 200,075 SH   SOLE   200,075 0 0
VISTEON CORP COM NEW 92839U206   7,120,184 49,580 SH   SOLE   49,580 0 0
VITA COCO CO INC COM 92846Q107   4,340,499 161,537 SH   SOLE   161,537 0 0
WNS HLDGS LTD SPON ADR 92932M101   643,576 8,730 SH   SOLE   8,730 0 0
WESCO INTL INC COM 95082P105   1,564,805 8,739 SH   SOLE   8,739 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   3,362,736 126,800 SH   SOLE   126,800 0 0
WILLIAMS COS INC COM 969457100   366,435 11,230 SH   SOLE   11,230 0 0
WINGSTOP INC COM 974155103   9,887,904 49,400 SH   SOLE   49,400 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   27,155 1,171 SH   SOLE   1,171 0 0
WOODWARD INC COM 980745103   5,352,139 45,010 SH   SOLE   45,010 0 0
WORKHORSE GROUP INC COM NEW 98138J206   3,286 3,770 SH   SOLE   3,770 0 0
WYNN RESORTS LTD COM 983134107   2,893,714 27,400 SH   SOLE   27,400 0 0
XPO INC COM 983793100   4,747,730 80,470 SH   SOLE   80,470 0 0
XENON PHARMACEUTICALS INC COM 98420N105   3,637,865 94,490 SH   SOLE   94,490 0 0