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
ACADIA PHARMACEUTICALS INC COM 004225108   6,049,141 289,283 SH   SOLE   289,283 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102   601,809 799,321 SH   SOLE   799,321 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   11,569,130 360,874 SH   SOLE   360,874 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   16,413,747 1,261,250 SH   SOLE   1,261,250 0 0
AMEDISYS INC COM 023436108   663,607 7,105 SH   SOLE   7,105 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   10,100,492 1,389,355 SH   SOLE   1,389,355 0 0
AMERIS BANCORP COM 03076K108   11,668,919 303,566 SH   SOLE   303,566 0 0
AMETEK INC COM 031100100   224,255 1,518 SH   SOLE   1,518 0 0
ARCBEST CORP COM 03937C105   13,811,441 135,436 SH   SOLE   135,436 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,390,683 29,563 SH   SOLE   29,563 0 0
ARTERIS INC COM 04302A104   1,528,476 234,789 SH   SOLE   234,789 0 0
ARTIVION INC COM 228903100   3,753,874 247,617 SH   SOLE   247,617 0 0
ASPEN AEROGELS INC COM 04523Y105   6,802,764 789,936 SH   SOLE   789,936 0 0
AVIENT CORPORATION COM 05368V106   7,279,392 205,812 SH   SOLE   205,812 0 0
AXIS CAP HLDGS LTD SHS G0692U109   6,714,865 118,593 SH   SOLE   118,593 0 0
BGC GROUP INC CL A 088929104   5,024,808 950,299 SH   SOLE   950,299 0 0
BIOMERICA INC COM NEW 09061H307   22,078 25,729 SH   SOLE   25,729 0 0
BLOOMIN BRANDS INC COM 094235108   11,781,562 478,450 SH   SOLE   478,450 0 0
BOYD GAMING CORP COM 103304101   8,761,735 143,842 SH   SOLE   143,842 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   2,423,635 51,522 SH   SOLE   51,522 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   11,117,887 198,229 SH   SOLE   198,229 0 0
CALIX INC COM 13100M509   6,178,938 134,622 SH   SOLE   134,622 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   15,816,098 234,498 SH   SOLE   234,498 0 0
CENTERSPACE COM 15202L107   2,904,773 48,204 SH   SOLE   48,204 0 0
CHAMPIONX CORPORATION COM 15872M104   10,112,309 283,519 SH   SOLE   283,519 0 0
CHART INDS INC COM 16115Q308   16,281,643 95,939 SH   SOLE   95,939 0 0
CHESAPEAKE ENERGY CORP COM 165167735   2,882,117 32,919 SH   SOLE   32,919 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   8,167,368 5,162,184 SH   SOLE   5,162,184 0 0
COMMERCIAL METALS CO COM 201723103   1,958,688 39,063 SH   SOLE   39,063 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108   29,977 10,337 SH   SOLE   10,337 0 0
COMPASS MINERALS INTL INC COM 20451N101   1,473,049 52,703 SH   SOLE   52,703 0 0
CONMED CORP COM 207410101   218,870 2,170 SH   SOLE   2,170 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   9,379,273 256,207 SH   SOLE   256,207 0 0
CROCS INC COM 227046109   7,663,344 86,563 SH   SOLE   86,563 0 0
DARLING INGREDIENTS INC COM 237266101   1,424,176 26,866 SH   SOLE   26,866 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,940,047 12,328 SH   SOLE   12,328 0 0
DOLE PLC ORD SHS G27907107   769,630 66,462 SH   SOLE   66,462 0 0
DOUGLAS DYNAMICS INC COM 25960R105   668,698 22,157 SH   SOLE   22,157 0 0
DUCOMMUN INC DEL COM 264147109   3,410,705 78,389 SH   SOLE   78,389 0 0
EASTERLY GOVT PPTYS INC COM 27616P103   3,422,759 299,454 SH   SOLE   299,454 0 0
EMCORE CORP COM NEW 290846203   1,072,512 2,255,546 SH   SOLE   2,255,546 0 0
EXPEDIA GROUP INC COM NEW 30212P303   262,408 2,546 SH   SOLE   2,546 0 0
FARMER BROS CO COM 307675108   2,217,889 859,647 SH   SOLE   859,647 0 0
FB FINL CORP COM 30257X104   8,767,627 308,750 SH   SOLE   308,750 0 0
FIVE BELOW INC COM 33829M101   1,821,068 11,151 SH   SOLE   11,151 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   2,131,062 23,207 SH   SOLE   23,207 0 0
FORTUNA SILVER MINES INC COM 349915108   3,399,872 1,249,953 SH   SOLE   1,249,953 0 0
FORWARD AIR CORP COM 349853101   9,405,689 136,373 SH   SOLE   136,373 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105   3,115,942 120,586 SH   SOLE   120,586 0 0
FTAI AVIATION LTD SHS G3730V105   12,881,923 361,187 SH   SOLE   361,187 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   1,854,736 40,060 SH   SOLE   40,060 0 0
GOGO INC COM 38046C109   9,057,758 757,023 SH   SOLE   757,023 0 0
GOLAR LNG LTD SHS G9456A100   6,484,655 266,381 SH   SOLE   266,381 0 0
GOLDEN ENTMT INC COM 381013101   19,424,422 566,456 SH   SOLE   566,456 0 0
GRAY TELEVISION INC COM 389375106   9,975,481 1,439,665 SH   SOLE   1,439,665 0 0
GREEN DOT CORP CL A 39304D102   369,855 26,551 SH   SOLE   26,551 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   16,104,722 273,647 SH   SOLE   273,647 0 0
H & E EQUIPMENT SERVICES INC COM 404030108   17,044,853 393,229 SH   SOLE   393,229 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   12,453,211 324,707 SH   SOLE   324,707 0 0
HEALTHCARE SVCS GROUP INC COM 421906108   3,238,922 310,539 SH   SOLE   310,539 0 0
HESS CORP COM 42809H107   325,475 2,127 SH   SOLE   2,127 0 0
HILLMAN SOLUTIONS CORP COM 431636109   13,578,236 1,640,780 SH   SOLE   1,640,780 0 0
HILTON GRAND VACATIONS INC COM 43283X105   11,543,093 282,670 SH   SOLE   282,670 0 0
INDEPENDENCE RLTY TR INC COM 45378A106   457,472 32,514 SH   SOLE   32,514 0 0
INGEVITY CORP COM 45688C107   917,432 18,938 SH   SOLE   18,938 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   650,998 3,683 SH   SOLE   3,683 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704   9,602,601 127,427 SH   SOLE   127,427 0 0
KIRBY CORP COM 497266106   13,094,379 157,583 SH   SOLE   157,583 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   8,617,439 175,865 SH   SOLE   175,865 0 0
KULICKE & SOFFA INDS INC COM 501242101   14,995,232 307,450 SH   SOLE   307,450 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   669,931 93,046 SH   SOLE   93,046 0 0
LIVENT CORP COM 53814L108   10,768,665 582,991 SH   SOLE   582,991 0 0
LUXFER HLDGS PLC SHS G5698W116   224,721 17,220 SH   SOLE   17,220 0 0
MAGNITE INC COM 55955D100   6,769,803 896,640 SH   SOLE   896,640 0 0
MARTIN MARIETTA MATLS INC COM 573284106   407,331 992 SH   SOLE   992 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,985,242 53,207 SH   SOLE   53,207 0 0
MIDDLESEX WTR CO COM 596680108   3,439,435 51,916 SH   SOLE   51,916 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   7,782,862 245,970 SH   SOLE   245,970 0 0
MONRO INC COM 610236101   2,818,238 101,485 SH   SOLE   101,485 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   8,682,399 1,247,653 SH   SOLE   1,247,653 0 0
NEWMARK GROUP INC CL A 65158N102   10,104,802 1,569,762 SH   SOLE   1,569,762 0 0
NEXPOINT RESIDENTIAL TR INC COM 65341D102   673,624 20,933 SH   SOLE   20,933 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   16,510,441 114,727 SH   SOLE   114,727 0 0
NLIGHT INC COM 65487K100   2,898,064 278,660 SH   SOLE   278,660 0 0
NORTHERN OIL & GAS INC COM 665531307   16,773,145 415,666 SH   SOLE   415,666 0 0
NORTHWEST NAT HLDG CO COM 66765N105   4,383,706 114,877 SH   SOLE   114,877 0 0
NOW INC COM 67011P100   14,531,068 1,222,601 SH   SOLE   1,222,601 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,527,343 28,351 SH   SOLE   28,351 0 0
O-I GLASS INC COM 67098H104   12,259,454 730,532 SH   SOLE   730,532 0 0
OLO INC CL A 68134L109   3,257,995 537,623 SH   SOLE   537,623 0 0
OPENLANE INC COM 48238T109   2,263,961 151,740 SH   SOLE   151,740 0 0
OUSTER INC COM NEW 68989M202   3,677,448 728,707 SH   SOLE   728,707 0 0
PAPA JOHNS INTL INC COM 698813102   12,256,982 179,071 SH   SOLE   179,071 0 0
PATTERSON-UTI ENERGY INC COM 703481101   12,920,080 930,271 SH   SOLE   930,271 0 0
PENN ENTERTAINMENT INC COM 707569109   10,223,476 444,888 SH   SOLE   444,888 0 0
PENNANT GROUP INC COM 70805E109   4,159,582 373,727 SH   SOLE   373,727 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   1,998,151 33,446 SH   SOLE   33,446 0 0
PERRIGO CO PLC SHS G97822103   9,688,300 302,279 SH   SOLE   302,279 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   11,367,047 168,967 SH   SOLE   168,967 0 0
PIXELWORKS INC COM NEW 72581M305   1,514,678 1,340,423 SH   SOLE   1,340,423 0 0
PLANET FITNESS INC CL A 72703H101   9,678,242 196,143 SH   SOLE   196,143 0 0
PLAYAGS INC COM 72814N104   289,540 44,408 SH   SOLE   44,408 0 0
PLYMOUTH INDL REIT INC COM 729640102   1,976,339 94,336 SH   SOLE   94,336 0 0
POPULAR INC COM NEW 733174700   15,308,401 242,064 SH   SOLE   242,064 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   408,079 10,081 SH   SOLE   10,081 0 0
POSTAL REALTY TRUST INC CL A 73757R102   2,927,813 216,875 SH   SOLE   216,875 0 0
PRIMERICA INC COM 74164M108   1,744,142 8,840 SH   SOLE   8,840 0 0
PROGYNY INC COM 74340E103   10,641,010 311,698 SH   SOLE   311,698 0 0
PTC INC COM 69370C100   2,620,701 18,225 SH   SOLE   18,225 0 0
RADNET INC COM 750491102   10,769,281 381,526 SH   SOLE   381,526 0 0
RAMBUS INC DEL COM 750917106   15,031,650 268,561 SH   SOLE   268,561 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106   645,107 25,170 SH   SOLE   25,170 0 0
RINGCENTRAL INC CL A 76680R206   12,679,530 426,581 SH   SOLE   426,581 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   14,426,383 172,653 SH   SOLE   172,653 0 0
SANDSTORM GOLD LTD COM NEW 80013R206   3,935,044 844,430 SH   SOLE   844,430 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402   6,396,752 1,165,638 SH   SOLE   1,165,638 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   6,093,677 277,135 SH   SOLE   277,135 0 0
SEAWORLD ENTMT INC COM 81282V100   16,342,318 352,317 SH   SOLE   352,317 0 0
SEMTECH CORP COM 816850101   10,678,156 413,262 SH   SOLE   413,262 0 0
SI-BONE INC COM 825704109   9,702,053 456,140 SH   SOLE   456,140 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102   413,574 15,116 SH   SOLE   15,116 0 0
SOUTHSTATE CORPORATION COM 840441109   11,130,590 164,659 SH   SOLE   164,659 0 0
SPIRE INC COM 84857L101   456,091 8,061 SH   SOLE   8,061 0 0
SSR MINING IN COM 784730103   610,848 45,963 SH   SOLE   45,963 0 0
STAG INDL INC COM 85254J102   11,609,914 335,046 SH   SOLE   335,046 0 0
STAGWELL INC COM CL A 85256A109   9,038,739 1,921,259 SH   SOLE   1,921,259 0 0
TALOS ENERGY INC COM 87484T108   9,904,768 601,699 SH   SOLE   601,699 0 0
TELESIS BIO INC COM 192003101   632,728 608,392 SH   SOLE   608,392 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   14,426,301 218,180 SH   SOLE   218,180 0 0
TERADYNE INC COM 880770102   2,028,023 19,910 SH   SOLE   19,910 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   8,988,014 152,001 SH   SOLE   152,001 0 0
TEXTRON INC COM 883203101   1,993,295 25,135 SH   SOLE   25,135 0 0
TRANSOCEAN LTD REG SHS H8817H100   19,396,307 2,354,741 SH   SOLE   2,354,741 0 0
TRIUMPH GROUP INC NEW COM 896818101   8,798,875 1,147,090 SH   SOLE   1,147,090 0 0
TTM TECHNOLOGIES INC COM 87305R109   1,227,644 95,314 SH   SOLE   95,314 0 0
TURNING PT BRANDS INC COM 90041L105   4,528,064 196,105 SH   SOLE   196,105 0 0
UMH PPTYS INC COM 903002103   2,565,702 183,003 SH   SOLE   183,003 0 0
UNITED RENTALS INC COM 911363109   385,708 867 SH   SOLE   867 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   2,346,433 10,234 SH   SOLE   10,234 0 0
UTZ BRANDS INC COM CL A 918090101   152,404 11,348 SH   SOLE   11,348 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   335,880 1,613 SH   SOLE   1,613 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   3,310,429 22,793 SH   SOLE   22,793 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   270,958 1,276 SH   SOLE   1,276 0 0
VIAD CORP COM 92552R406   8,537,271 325,446 SH   SOLE   325,446 0 0
VOYA FINANCIAL INC COM 929089100   321,284 4,835 SH   SOLE   4,835 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   31,395,518 350,395 SH   SOLE   350,395 0 0
WESTERN DIGITAL CORP. COM 958102105   3,564,683 76,990 SH   SOLE   76,990 0 0
XPO INC COM 983793100   7,259,290 96,834 SH   SOLE   96,834 0 0
YORK WTR CO COM 987184108   1,564,158 41,722 SH   SOLE   41,722 0 0
ZUORA INC COM CL A 98983V106   11,587,511 1,404,545 SH   SOLE   1,404,545 0 0