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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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   7,846,473 147,149 SH   SOLE   147,149 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   13,354,349 85,175 SH   SOLE   85,175 0 0
AGREE RLTY CORP COM 008492100   5,463,100 87,876 SH   SOLE   87,876 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   15,771,785 556,508 SH   SOLE   556,508 0 0
ALLIENT INC COM 019330109   3,829,466 151,542 SH   SOLE   151,542 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   14,142,974 1,349,095 SH   SOLE   1,349,095 0 0
AMERICAN VANGUARD CORP COM 030371108   4,255,469 494,822 SH   SOLE   494,822 0 0
AMERIS BANCORP COM 03076K108   13,119,531 260,195 SH   SOLE   260,195 0 0
ARCBEST CORP COM 03937C105   9,824,234 91,421 SH   SOLE   91,421 0 0
BGC GROUP INC CL A 088929104   15,396,880 1,848,442 SH   SOLE   1,848,442 0 0
BIOMERICA INC COM NEW 09061H307   9,192 20,900 SH   SOLE   20,900 0 0
BLACK HILLS CORP COM 092113109   485,124 8,921 SH   SOLE   8,921 0 0
BLOOMIN BRANDS INC COM 094235108   8,953,208 464,975 SH   SOLE   464,975 0 0
BOWMAN CONSULTING GROUP LTD COM 103002101   605,186 19,037 SH   SOLE   19,037 0 0
BOYD GAMING CORP COM 103304101   7,772,514 140,868 SH   SOLE   140,868 0 0
BRIGHTVIEW HLDGS INC COM 10948C107   7,929,693 595,508 SH   SOLE   595,508 0 0
BROOKDALE SR LIVING INC COM 112463104   5,729,717 837,701 SH   SOLE   837,701 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   1,679,421 41,494 SH   SOLE   41,494 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   10,344,331 194,100 SH   SOLE   194,100 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   21,913,158 199,282 SH   SOLE   199,282 0 0
CENTURY ALUM CO COM 156431108   7,533,126 449,089 SH   SOLE   449,089 0 0
CHART INDS INC COM 16115Q308   14,465,786 99,868 SH   SOLE   99,868 0 0
CHEFS WHSE INC COM 163086101   13,757,530 350,796 SH   SOLE   350,796 0 0
CHESAPEAKE ENERGY CORP COM 165167735   2,064,891 24,700 SH   SOLE   24,700 0 0
CHUYS HLDGS INC COM 171604101   1,046,831 40,387 SH   SOLE   40,387 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106   7,140,162 5,056,773 SH   SOLE   5,056,773 0 0
COMMERCIAL METALS CO COM 201723103   2,081,088 37,216 SH   SOLE   37,216 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   10,085,436 182,421 SH   SOLE   182,421 0 0
CROCS INC COM 227046109   11,546,377 78,821 SH   SOLE   78,821 0 0
DIAMONDBACK ENERGY INC COM 25278X109   400,766 2,002 SH   SOLE   2,002 0 0
DNOW INC COM 67011P100   13,487,211 979,011 SH   SOLE   979,011 0 0
DOLE PLC ORD SHS G27907107   1,523,880 124,500 SH   SOLE   124,500 0 0
DOUGLAS DYNAMICS INC COM 25960R105   1,925,001 82,265 SH   SOLE   82,265 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   1,843,817 47,472 SH   SOLE   47,472 0 0
EASTERLY GOVT PPTYS INC COM 27616P103   4,404,277 356,045 SH   SOLE   356,045 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   1,927,044 131,291 SH   SOLE   131,291 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   12,554,289 546,974 PRN   SOLE   546,974 0 0
EZCORP INC CL A NON VTG 302301106   4,091,885 390,820 SH   SOLE   390,820 0 0
FARMER BROS CO COM 307675108   2,513,888 938,018 SH   SOLE   938,018 0 0
FB FINL CORP COM 30257X104   11,821,773 302,485 SH   SOLE   302,485 0 0
FIRST BANCORP N C COM 318910106   317,349 9,942 SH   SOLE   9,942 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   7,845,319 445,205 SH   SOLE   445,205 0 0
FIVE BELOW INC COM 33829M101   937,872 8,429 SH   SOLE   8,429 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   1,711,234 16,931 SH   SOLE   16,931 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   7,522,348 321,198 SH   SOLE   321,198 0 0
FOX FACTORY HLDG CORP COM 35138V102   4,023,672 83,496 SH   SOLE   83,496 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105   2,642,517 120,939 SH   SOLE   120,939 0 0
FTAI AVIATION LTD SHS G3730V105   17,715,448 170,996 SH   SOLE   170,996 0 0
GENERAC HLDGS INC COM 368736104   2,070,509 15,395 SH   SOLE   15,395 0 0
GOLDEN ENTMT INC COM 381013101   17,526,210 561,611 SH   SOLE   561,611 0 0
GRAY TELEVISION INC COM 389375106   9,070,060 1,738,667 SH   SOLE   1,738,667 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   13,159,232 259,702 SH   SOLE   259,702 0 0
H & E EQUIPMENT SERVICES INC COM 404030108   12,562,057 283,355 SH   SOLE   283,355 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   15,800,874 300,670 SH   SOLE   300,670 0 0
HEALTHCARE SVCS GROUP INC COM 421906108   5,114,827 483,443 SH   SOLE   483,443 0 0
HELIOS TECHNOLOGIES INC COM 42328H109   3,327,029 69,676 SH   SOLE   69,676 0 0
HERITAGE FINL CORP WASH COM 42722X106   1,458,086 80,870 SH   SOLE   80,870 0 0
HILLMAN SOLUTIONS CORP COM 431636109   14,278,409 1,607,886 SH   SOLE   1,607,886 0 0
INFINERA CORP COM 45667G103   10,554,252 1,730,817 SH   SOLE   1,730,817 0 0
INGEVITY CORP COM 45688C107   4,058,430 92,849 SH   SOLE   92,849 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   931,117 4,589 SH   SOLE   4,589 0 0
JACK IN THE BOX INC COM 466367109   2,538,238 49,828 SH   SOLE   49,828 0 0
JONES LANG LASALLE INC COM 48020Q107   334,424 1,629 SH   SOLE   1,629 0 0
KIRBY CORP COM 497266106   330,020 2,757 SH   SOLE   2,757 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   14,084,812 200,048 SH   SOLE   200,048 0 0
KULICKE & SOFFA INDS INC COM 501242101   13,220,257 267,846 SH   SOLE   267,846 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   11,479,102 434,852 SH   SOLE   434,852 0 0
LAZARD INC COM 52110M109   14,939,602 389,905 SH   SOLE   389,905 0 0
LEONARDO DRS INC COM 52661A108   1,773,042 68,181 SH   SOLE   68,181 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   9,484,922 501,940 SH   SOLE   501,940 0 0
LYFT INC CL A COM 55087P104   958,553 66,693 SH   SOLE   66,693 0 0
MAGNITE INC COM 55955D100   12,255,401 920,810 SH   SOLE   920,810 0 0
MARTEN TRANS LTD COM 573075108   3,114,009 168,781 SH   SOLE   168,781 0 0
MARTIN MARIETTA MATLS INC COM 573284106   322,461 595 SH   SOLE   595 0 0
MASTEC INC COM 576323109   17,672,857 164,605 SH   SOLE   164,605 0 0
MIDDLESEX WTR CO COM 596680108   4,415,970 84,500 SH   SOLE   84,500 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   8,256,003 241,151 SH   SOLE   241,151 0 0
MONEYLION INC CL A 60938K304   7,082,455 95,962 SH   SOLE   95,962 0 0
MONRO INC COM 610236101   3,659,289 153,365 SH   SOLE   153,365 0 0
NATIONAL VISION HLDGS INC COM 63845R107   2,094,321 159,994 SH   SOLE   159,994 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   6,764,332 1,719,001 SH   SOLE   1,719,001 0 0
NEWMARK GROUP INC CL A 65158N102   16,617,671 1,618,687 SH   SOLE   1,618,687 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   15,032,467 90,183 SH   SOLE   90,183 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   445,158 27,012 SH   SOLE   27,012 0 0
NORTHERN OIL & GAS INC COM 665531307   15,618,743 418,791 SH   SOLE   418,791 0 0
NORTHWEST NAT HLDG CO COM 66765N105   5,195,471 143,879 SH   SOLE   143,879 0 0
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305   574,418 11,470 SH   SOLE   11,470 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   19,397,856 1,028,698 SH   SOLE   1,028,698 0 0
O-I GLASS INC COM 67098H104   1,928,573 173,277 SH   SOLE   173,277 0 0
OLO INC CL A 68134L109   1,730,890 391,604 SH   SOLE   391,604 0 0
ONEMAIN HLDGS INC COM 68268W103   10,560,119 216,934 SH   SOLE   216,934 0 0
OPENLANE INC COM 48238T109   1,095,537 66,036 SH   SOLE   66,036 0 0
OUSTER INC COM NEW 68989M202   7,942,264 806,856 SH   SOLE   806,856 0 0
PAPA JOHNS INTL INC COM 698813102   2,139,939 45,550 SH   SOLE   45,550 0 0
PATTERSON-UTI ENERGY INC COM 703481101   9,579,715 921,663 SH   SOLE   921,663 0 0
PENN ENTERTAINMENT INC COM 707569109   8,451,092 436,057 SH   SOLE   436,057 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   1,526,197 22,703 SH   SOLE   22,703 0 0
PERRIGO CO PLC SHS G97822103   390,028 15,188 SH   SOLE   15,188 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   15,291,115 190,415 SH   SOLE   190,415 0 0
PLANET FITNESS INC CL A 72703H101   12,580,481 170,310 SH   SOLE   170,310 0 0
PLAYAGS INC COM 72814N104   309,109 26,879 SH   SOLE   26,879 0 0
POPULAR INC COM NEW 733174700   17,378,153 195,767 SH   SOLE   195,767 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   577,557 13,357 SH   SOLE   13,357 0 0
POSTAL REALTY TRUST INC CL A 73757R102   3,123,912 234,352 SH   SOLE   234,352 0 0
PROGYNY INC COM 74340E103   9,105,239 317,123 SH   SOLE   317,123 0 0
PTC INC COM 69370C100   1,799,250 9,739 SH   SOLE   9,739 0 0
Q2 HLDGS INC COM 74736L109   13,371,208 220,854 SH   SOLE   220,854 0 0
RADNET INC COM 750491102   8,363,458 141,744 SH   SOLE   141,744 0 0
RAMBUS INC DEL COM 750917106   12,144,956 205,964 SH   SOLE   205,964 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106   442,364 15,810 SH   SOLE   15,810 0 0
ROGERS CORP COM 775133101   3,302,543 27,382 SH   SOLE   27,382 0 0
RXO INC COMMON STOCK 74982T103   16,500,358 628,734 SH   SOLE   628,734 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   12,050,408 120,232 SH   SOLE   120,232 0 0
SCORPIO TANKERS INC SHS Y7542C130   12,165,278 149,130 SH   SOLE   149,130 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402   4,192,426 1,333,186 SH   SOLE   1,333,186 0 0
SEMTECH CORP COM 816850101   11,019,940 367,460 SH   SOLE   367,460 0 0
SHIFT4 PMTS INC CL A 82452J109   16,015,594 217,590 SH   SOLE   217,590 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   12,421,065 152,821 SH   SOLE   152,821 0 0
SPIRE INC COM 84857L101   583,858 9,614 SH   SOLE   9,614 0 0
STAGWELL INC COM CL A 85256A109   13,084,052 1,911,628 SH   SOLE   1,911,628 0 0
SURGERY PARTNERS INC COM 86881A100   528,270 22,094 SH   SOLE   22,094 0 0
TASEKO MINES LTD COM 876511106   26,325 10,745 SH   SOLE   10,745 0 0
TAYLOR MORRISON HOME CORP COM 87724P106   12,441,717 223,646 SH   SOLE   223,646 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   9,121,824 68,226 SH   SOLE   68,226 0 0
TERADYNE INC COM 880770102   2,210,130 14,674 SH   SOLE   14,674 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   12,750,350 207,835 SH   SOLE   207,835 0 0
TEXTRON INC COM 883203101   1,156,499 13,230 SH   SOLE   13,230 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   271,196 2,511 SH   SOLE   2,511 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   14,018,355 2,612,018 SH   SOLE   2,612,018 0 0
TREEHOUSE FOODS INC COM 89469A104   1,237,589 33,777 SH   SOLE   33,777 0 0
TRIMAS CORP COM NEW 896215209   2,383,930 93,268 SH   SOLE   93,268 0 0
TRIUMPH GROUP INC NEW COM 896818101   13,981,133 905,990 SH   SOLE   905,990 0 0
UNITED PARKS & RESORTS INC COM 81282V100   17,459,579 320,343 SH   SOLE   320,343 0 0
UNITED RENTALS INC COM 911363109   348,543 539 SH   SOLE   539 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   308,192 1,273 SH   SOLE   1,273 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   4,908,622 28,746 SH   SOLE   28,746 0 0
VIAD CORP COM 92552R406   10,818,326 317,746 SH   SOLE   317,746 0 0
VIVID SEATS INC COM CL A 92854T100   425,822 74,056 SH Put SOLE   74,056 0 0
WAYSTAR HLDG CORP COM 946784105   7,829,182 362,713 SH   SOLE   362,713 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   25,927,865 210,898 SH   SOLE   210,898 0 0
WESTERN DIGITAL CORP. COM 958102105   3,055,644 39,684 SH   SOLE   39,684 0 0
XPO INC COM 983793100   264,249 2,490 SH   SOLE   2,490 0 0
YORK WTR CO COM 987184108   4,269,356 115,108 SH   SOLE   115,108 0 0
ZUORA INC COM CL A 98983V106   12,491,712 1,256,270 SH   SOLE   1,256,270 0 0