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
ADVANCED ENERGY INDUSTRIES Common Stock 007973100   7,865,301 77,613 SH   SOLE 1,2 36,990 0 40,623
AGILENT TECHNOLOGIES INC Common Stock 00846U101   40,673,539 279,428 SH   SOLE 2 279,428 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108   14,545,386 237,282 SH   SOLE 2 237,282 0 0
AGREE REALTY CORP REIT 008492100   55,318,350 969,307 SH   SOLE 2 969,307 0 0
ALAMOS GOLD INC-CLASS A Common Stock 011532108   14,789,491 1,018,560 SH   SOLE 2 1,018,560 0 0
ALBANY INTL CORP-CL A Common Stock 012348108   8,303,739 91,582 SH   SOLE 1,2 43,629 0 47,953
ALIGN TECHNOLOGY INC Common Stock 016255101   19,054,656 59,611 SH   SOLE 2 59,611 0 0
ALLY FINANCIAL INC Common Stock 02005N100   35,522,998 897,272 SH   SOLE 2 897,272 0 0
AMBARELLA INC Common Stock G037AX101   5,169,137 103,197 SH   SOLE 1,2 49,113 0 54,084
AMETEK INC Common Stock 031100100   26,424,757 146,430 SH   SOLE 2 146,430 0 0
AMN HEALTHCARE SERVICES INC Common Stock 001744101   6,545,213 105,381 SH   SOLE 1,2 50,122 0 55,259
APPLIED INDUSTRIAL TECH INC Common Stock 03820C105   16,113,379 82,472 SH   SOLE 1,2 39,319 0 43,153
APPLOVIN CORP-CLASS A Common Stock 03831W108   38,818,653 561,450 SH   SOLE 2 561,450 0 0
ARCH CAPITAL GROUP LTD Common Stock G0450A105   21,850,238 236,705 SH   SOLE 2 236,705 0 0
ARIS WATER SOLUTIONS INC-A Common Stock 04041L106   7,816,987 553,611 SH   SOLE 1,2 263,394 0 290,217
ARISTA NETWORKS INC Common Stock 040413106   36,267,951 120,994 SH   SOLE 2 120,994 0 0
ATMOS ENERGY CORP Common Stock 049560105   27,162,775 230,486 SH   SOLE 2 230,486 0 0
AXIS CAPITAL HOLDINGS LTD Common Stock G0692U109   35,769,477 550,215 SH   SOLE 2 550,215 0 0
AXONICS INC Common Stock 05465P101   4,326,109 62,507 SH   SOLE 1,2 29,765 0 32,742
AXOS FINANCIAL INC Common Stock 05465C100   7,238,433 138,059 SH   SOLE 1,2 65,804 0 72,255
BAKER HUGHES CO Common Stock 05722G100   14,713,131 439,986 SH   SOLE 2 439,986 0 0
BALCHEM CORP Common Stock 057665200   10,433,910 68,590 SH   SOLE 1,2 32,704 0 35,886
BIOMARIN PHARMACEUTICAL INC Common Stock 09061G101   58,868,102 675,868 SH   SOLE 2 675,868 0 0
BOOZ ALLEN HAMILTON HOLDINGS Common Stock 099502106   31,947,433 214,326 SH   SOLE 2 214,326 0 0
BOX INC - CLASS A Common Stock 10316T104   9,358,066 327,893 SH   SOLE 1,2 156,048 0 171,845
BOYD GAMING CORP Common Stock 103304101   32,985,132 487,441 SH   SOLE 2 487,441 0 0
BROWN & BROWN INC Common Stock 115236101   17,705,267 205,112 SH   SOLE 2 205,112 0 0
BROWN-FORMAN CORP-CLASS B Common Stock 115637209   6,542,855 128,241 SH   SOLE 2 128,241 0 0
BRUNSWICK CORP Common Stock 117043109   33,452,110 348,932 SH   SOLE 2 348,932 0 0
BUILDERS FIRSTSOURCE INC Common Stock 12008R107   25,718,564 125,206 SH   SOLE 2 125,206 0 0
BWX TECHNOLOGIES INC Common Stock 05605H100   16,381,749 160,763 SH   SOLE 2 160,763 0 0
CARETRUST REIT INC REIT 14174T107   8,552,114 352,810 SH   SOLE 1,2 167,934 0 184,876
CARRIER GLOBAL CORP Common Stock 14448C104   19,491,490 339,573 SH   SOLE 2 339,573 0 0
CASEY'S GENERAL STORES INC Common Stock 147528103   56,467,313 179,051 SH   SOLE 2 179,051 0 0
CBOE GLOBAL MARKETS INC Common Stock 12503M108   71,458,905 392,912 SH   SOLE 2 392,912 0 0
CENCORA INC Common Stock 03073E105   49,836,384 205,088 SH   SOLE 2 205,088 0 0
CENTENE CORP Common Stock 15135B101   36,721,169 472,298 SH   SOLE 2 472,298 0 0
CENTERPOINT ENERGY INC Common Stock 15189T107   58,957,005 2,074,490 SH   SOLE 2 2,074,490 0 0
CERTARA INC Common Stock 15687V109   6,241,500 346,750 SH   SOLE 1,2 165,096 0 181,654
CHAMPIONX CORP Common Stock 15872M104   18,957,124 535,512 SH   SOLE 2 535,512 0 0
CHART INDUSTRIES INC Common Stock 16115Q308   51,502,021 321,948 SH   SOLE 1,2 285,916 0 36,032
CHEESECAKE FACTORY INC/THE Common Stock 163072101   5,572,935 152,266 SH   SOLE 1,2 72,444 0 79,822
CHEFS' WAREHOUSE INC/THE Common Stock 163086101   7,907,354 214,524 SH   SOLE 1,2 102,339 0 112,185
CHENIERE ENERGY INC Common Stock 16411R208   16,587,846 104,110 SH   SOLE 2 104,110 0 0
CIENA CORP Common Stock 171779309   17,597,870 357,753 SH   SOLE 2 357,753 0 0
CITIZENS FINANCIAL GROUP Common Stock 174610105   24,340,052 682,942 SH   SOLE 2 682,942 0 0
CLEAN HARBORS INC Common Stock 184496107   24,918,072 126,462 SH   SOLE 2 126,462 0 0
COHEN & STEERS INC Common Stock 19247A100   9,942,332 133,079 SH   SOLE 1,2 63,339 0 69,740
COHERENT CORP Common Stock 19247G107   9,720,840 162,014 SH   SOLE 1,2 77,174 0 84,840
COMMERCE BANCSHARES INC Common Stock 200525103   841,973 16,059 SH   SOLE 2 16,059 0 0
COPART INC Common Stock 217204106   33,802,605 582,101 SH   SOLE 2 582,101 0 0
CORE LABORATORIES INC Common Stock 21867A105   4,823,979 281,610 SH   SOLE 1,2 134,034 0 147,576
CORTEVA INC Common Stock 22052L104   14,735,336 255,467 SH   SOLE 2 255,467 0 0
COSTAR GROUP INC Common Stock 22160N109   13,965,424 147,751 SH   SOLE 2 147,751 0 0
CREDO TECHNOLOGY GROUP HOLDI Common Stock G25457105   10,788,131 507,438 SH   SOLE 1,2 241,317 0 266,121
CROWDSTRIKE HOLDINGS INC - A Common Stock 22788C105   39,388,828 123,248 SH   SOLE 2 123,248 0 0
DARLING INGREDIENTS INC Common Stock 237266101   14,412,320 317,452 SH   SOLE 2 317,452 0 0
DELL TECHNOLOGIES -C Common Stock 24703L202   33,178,564 277,320 SH   SOLE 2 277,320 0 0
DELTA AIR LINES INC Common Stock 247361702   35,555,402 737,358 SH   SOLE 2 737,358 0 0
DESCARTES SYSTEMS GRP/THE Common Stock 249906108   10,349,870 111,265 SH   SOLE 1,2 52,938 0 58,327
DR HORTON INC Common Stock 23331A109   37,595,334 232,242 SH   SOLE 2 232,242 0 0
DYCOM INDUSTRIES INC Common Stock 267475101   12,875,003 92,208 SH   SOLE 1,2 43,898 0 48,310
EAGLE MATERIALS INC Common Stock 26969P108   39,204,576 145,299 SH   SOLE 2 145,299 0 0
EASTGROUP PROPERTIES INC REIT 277276101   28,166,591 159,747 SH   SOLE 2 159,747 0 0
EDWARDS LIFESCIENCES CORP Common Stock 28176E112   78,792,717 835,997 SH   SOLE 2 835,997 0 0
ENCOMPASS HEALTH CORP Common Stock 29261A100   29,356,386 352,714 SH   SOLE 2 352,714 0 0
ENOVIS CORP Common Stock 194014502   6,115,847 99,558 SH   SOLE 1,2 47,330 0 52,228
ENVESTNET INC Common Stock 29404K106   5,433,784 94,847 SH   SOLE 1,2 45,141 0 49,706
EPLUS INC Common Stock 294268107   10,668,050 138,925 SH   SOLE 1,2 66,194 0 72,731
EVERCORE INC - A Common Stock 29977A105   51,976,566 274,645 SH   SOLE 2 274,645 0 0
EVEREST GROUP LTD Common Stock G3223R108   21,979,370 55,219 SH   SOLE 2 55,219 0 0
EVERGY INC Common Stock 30034W106   13,339,053 252,921 SH   SOLE 2 252,921 0 0
EVOLENT HEALTH INC - A Common Stock 30050B101   5,759,597 180,382 SH   SOLE 1,2 85,714 0 94,668
EXCELERATE ENERGY INC-A Common Stock 30069T101   4,020,192 253,480 SH   SOLE 1,2 120,649 0 132,831
FABRINET Common Stock G3323L100   12,988,482 68,784 SH   SOLE 1,2 32,773 0 36,011
FIRST HORIZON CORP Common Stock 320517105   76,404,639 5,107,262 SH   SOLE 2 5,107,262 0 0
FOX CORP - CLASS A Common Stock 35137L105   5,827,181 185,875 SH   SOLE 2 185,875 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857   17,933,857 378,911 SH   SOLE 2 378,911 0 0
GARTNER INC Common Stock 366651107   23,787,970 49,824 SH   SOLE 2 49,824 0 0
G-III APPAREL GROUP LTD Common Stock 36237H101   6,618,589 231,987 SH   SOLE 1,2 110,439 0 121,548
GLOBAL INDUSTRIAL CO Common Stock 37892E102   8,809,645 200,447 SH   SOLE 1,2 95,391 0 105,056
HALOZYME THERAPEUTICS INC Common Stock 40637H109   10,158,976 245,861 SH   SOLE 1,2 116,881 0 128,980
HEALTHEQUITY INC Common Stock 42226A107   12,287,519 150,527 SH   SOLE 1,2 71,671 0 78,856
HENRY SCHEIN INC Common Stock 806407102   10,474,150 141,085 SH   SOLE 2 141,085 0 0
HERSHEY CO/THE Common Stock 427866108   11,150,506 56,239 SH   SOLE 2 56,239 0 0
HILLTOP HOLDINGS INC Common Stock 432748101   5,667,854 182,129 SH   SOLE 1,2 86,813 0 95,316
HOST HOTELS & RESORTS INC REIT 44107P104   15,027,134 725,598 SH   SOLE 2 725,598 0 0
HUBBELL INC Common Stock 443510607   44,870,187 107,654 SH   SOLE 2 107,654 0 0
HUNTINGTON BANCSHARES INC Common Stock 446150104   35,428,301 2,580,357 SH   SOLE 2 2,580,357 0 0
I3 VERTICALS INC-CLASS A Common Stock 46571Y107   6,748,561 299,271 SH   SOLE 1,2 142,441 0 156,830
ICU MEDICAL INC Common Stock 44930G107   5,463,277 51,819 SH   SOLE 1,2 24,599 0 27,220
IMPINJ INC Common Stock 453204109   11,428,598 88,897 SH   SOLE 1,2 42,360 0 46,537
INGERSOLL-RAND INC Common Stock 45687V106   15,979,155 170,681 SH   SOLE 2 170,681 0 0
INSMED INC Common Stock 457669307   7,365,902 275,670 SH   SOLE 1,2 131,225 0 144,445
INSPERITY INC Common Stock 45778Q107   11,245,115 104,596 SH   SOLE 1,2 49,849 0 54,747
INSTALLED BUILDING PRODUCTS Common Stock 45780R101   16,638,158 64,677 SH   SOLE 1,2 30,769 0 33,908
INSULET CORP Common Stock 45784P101   24,308,268 144,606 SH   SOLE 2 144,606 0 0
INTAPP INC Common Stock 45827U109   5,378,689 162,744 SH   SOLE 1,2 77,599 0 85,145
INTEGER HOLDINGS CORP Common Stock 45826H109   10,990,400 94,753 SH   SOLE 1,2 45,104 0 49,649
INTERACTIVE BROKERS GRO-CL A Common Stock 45841N107   18,335,413 163,636 SH   SOLE 2 163,636 0 0
JACK HENRY & ASSOCIATES INC Common Stock 426281101   15,209,975 89,229 SH   SOLE 2 89,229 0 0
KIMBELL ROYALTY PARTNERS LP Unit 49435R102   4,996,708 317,050 SH   SOLE 1,2 152,727 0 164,323
KINSALE CAPITAL GROUP INC Common Stock 49714P108   22,442,279 43,777 SH   SOLE 2 43,777 0 0
KIRBY CORP Common Stock 497266106   10,299,245 108,814 SH   SOLE 2 108,814 0 0
KNIGHT-SWIFT TRANSPORTATION Common Stock 499049104   13,057,689 238,366 SH   SOLE 2 238,366 0 0
KRATOS DEFENSE & SECURITY Common Stock 50077B207   10,816,775 589,149 SH   SOLE 1,2 280,487 0 308,662
KRYSTAL BIOTECH INC Common Stock 501147102   8,975,520 50,977 SH   SOLE 1,2 24,293 0 26,684
LANTHEUS HOLDINGS INC Common Stock 516544103   5,900,818 98,167 SH   SOLE 1,2 46,724 0 51,443
LAS VEGAS SANDS CORP Common Stock 517834107   28,540,216 536,672 SH   SOLE 2 536,672 0 0
LEAR CORP Common Stock 521865204   10,026,352 69,449 SH   SOLE 2 69,449 0 0
LEMAITRE VASCULAR INC Common Stock 525558201   11,174,020 169,329 SH   SOLE 1,2 80,460 0 88,869
LGI HOMES INC Common Stock 50187T106   7,628,227 66,657 SH   SOLE 1,2 31,761 0 34,896
LINDBLAD EXPEDITIONS HOLDING Common Stock 535219109   2,625,893 291,119 SH   SOLE 1,2 138,548 0 152,571
LIVE NATION ENTERTAINMENT IN Common Stock 538034109   21,309,863 204,470 SH   SOLE 2 204,470 0 0
LKQ CORP Common Stock 501889208   19,018,444 357,624 SH   SOLE 2 357,624 0 0
LULULEMON ATHLETICA INC Common Stock 550021109   15,426,489 40,048 SH   SOLE 2 40,048 0 0
MAGNITE INC Common Stock 55955D100   4,700,609 444,292 SH   SOLE 1,2 211,476 0 232,816
MARTIN MARIETTA MATERIALS Common Stock 573284106   19,658,760 32,525 SH   SOLE 2 32,525 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104   36,200,474 494,542 SH   SOLE 2 494,542 0 0
MATERION CORP Common Stock 576690101   8,777,165 69,932 SH   SOLE 1,2 33,340 0 36,592
MGP INGREDIENTS INC Common Stock 55303J106   7,324,737 85,820 SH   SOLE 1,2 40,801 0 45,019
MICROCHIP TECHNOLOGY INC Common Stock 595017104   17,793,916 198,283 SH   SOLE 2 198,283 0 0
MID-AMERICA APARTMENT COMM REIT 59522J103   35,749,899 277,777 SH   SOLE 2 277,777 0 0
MOLINA HEALTHCARE INC Common Stock 60855R100   13,634,474 33,732 SH   SOLE 2 33,732 0 0
MONOLITHIC POWER SYSTEMS INC Common Stock 609839105   26,450,416 39,568 SH   SOLE 2 39,568 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109   14,573,922 252,406 SH   SOLE 2 252,406 0 0
MORNINGSTAR INC Common Stock 617700109   13,033,609 42,549 SH   SOLE 2 42,549 0 0
MOSAIC CO/THE Common Stock 61945C103   13,031,930 401,848 SH   SOLE 2 401,848 0 0
MURPHY USA INC Common Stock 626755102   34,515,827 80,839 SH   SOLE 2 80,839 0 0
NEUROCRINE BIOSCIENCES INC Common Stock 64125C109   15,060,504 106,525 SH   SOLE 2 106,525 0 0
NEXTRACKER INC-CL A Common Stock 65290E101   16,717,420 297,463 SH   SOLE 2 297,463 0 0
NOBLE CORP PLC Common Stock G65431127   29,754,308 622,866 SH   SOLE 2 622,866 0 0
NUCOR CORP Common Stock 670346105   21,038,800 105,194 SH   SOLE 2 105,194 0 0
NVR INC Common Stock 62944T105   33,774,544 4,208 SH   SOLE 2 4,208 0 0
OMNICOM GROUP Common Stock 681919106   36,714,983 380,151 SH   SOLE 2 380,151 0 0
ONESPAWORLD HOLDINGS LTD Common Stock P73684113   8,705,109 649,635 SH   SOLE 1,2 309,274 0 340,361
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   15,618,209 13,818 SH   SOLE 2 13,818 0 0
OWENS CORNING Common Stock 690742101   24,418,174 144,666 SH   SOLE 2 144,666 0 0
PACIRA BIOSCIENCES INC Common Stock 695127100   4,010,486 137,581 SH   SOLE 1,2 65,473 0 72,108
PAGERDUTY INC Common Stock 69553P100   4,944,925 219,970 SH   SOLE 1,2 104,821 0 115,149
PALANTIR TECHNOLOGIES INC-A Common Stock 69608A108   145,847,462 6,380,029 SH   SOLE 2 6,380,029 0 0
PARKER HANNIFIN CORP Common Stock 701094104   40,346,054 73,222 SH   SOLE 2 73,222 0 0
PATRICK INDUSTRIES INC Common Stock 703343103   11,975,147 101,022 SH   SOLE 1,2 48,080 0 52,942
PAYCOM SOFTWARE INC Common Stock 70432V102   17,419,889 87,855 SH   SOLE 2 87,855 0 0
PJT PARTNERS INC - A Common Stock 69343T107   8,585,391 90,306 SH   SOLE 1,2 43,078 0 47,228
PLEXUS CORP Common Stock 729132100   6,997,333 73,355 SH   SOLE 1,2 34,959 0 38,396
POWER INTEGRATIONS INC Common Stock 739276103   6,262,068 88,610 SH   SOLE 1,2 42,172 0 46,438
PPL CORP Common Stock 69351T106   36,138,300 1,314,120 SH   SOLE 2 1,314,120 0 0
PURE STORAGE INC - CLASS A Common Stock 74624M102   30,287,883 581,788 SH   SOLE 2 581,788 0 0
QUALYS INC Common Stock 74758T303   9,946,301 59,459 SH   SOLE 1,2 28,336 0 31,123
QUANTA SERVICES INC Common Stock 74762E102   65,940,706 254,342 SH   SOLE 2 254,342 0 0
RB GLOBAL INC Common Stock 74935Q107   30,474,795 397,221 SH   SOLE 2 397,221 0 0
ROBINHOOD MARKETS INC - A Common Stock 770700102   18,563,335 956,380 SH   SOLE 2 956,380 0 0
ROSS STORES INC Common Stock 778296103   18,525,381 127,682 SH   SOLE 2 127,682 0 0
SHIFT4 PAYMENTS INC-CLASS A Common Stock 82452J109   34,108,311 525,957 SH   SOLE 2 525,957 0 0
SKYWORKS SOLUTIONS INC Common Stock 83088M102   7,410,165 69,228 SH   SOLE 2 69,228 0 0
STAG INDUSTRIAL INC REIT 85254J102   54,677,331 1,452,639 SH   SOLE 2 1,452,639 0 0
STONERIDGE INC Common Stock 86183P102   4,275,608 235,182 SH   SOLE 1,2 111,914 0 123,268
SUPER MICRO COMPUTER INC Common Stock 86800U104   54,513,641 52,561 SH   SOLE 2 52,561 0 0
SUPERNUS PHARMACEUTICALS INC Common Stock 868459108   8,900,398 265,525 SH   SOLE 1,2 126,448 0 139,077
TAKE-TWO INTERACTIVE SOFTWRE Common Stock 874054109   22,249,950 148,333 SH   SOLE 2 148,333 0 0
TERADATA CORP Common Stock 88076W103   10,187,138 265,221 SH   SOLE 2 265,221 0 0
TERADYNE INC Common Stock 880770102   24,234,552 214,560 SH   SOLE 2 214,560 0 0
TEXAS PACIFIC LAND CORP Common Stock 88262P102   13,606,219 23,825 SH   SOLE 2 23,825 0 0
TEXAS ROADHOUSE INC Common Stock 882681109   26,295,896 169,476 SH   SOLE 2 169,476 0 0
TEXTRON INC Common Stock 883203101   34,741,302 364,432 SH   SOLE 2 364,432 0 0
THOR INDUSTRIES INC Common Stock 885160101   25,642,784 220,697 SH   SOLE 1,2 220,697 0 37,523
TIMKEN CO Common Stock 887389104   14,202,621 161,669 SH   SOLE 2 161,669 0 0
TKO GROUP HOLDINGS INC Common Stock 87256C101   29,619,031 343,688 SH   SOLE 2 343,688 0 0
TRACTOR SUPPLY COMPANY Common Stock 892356106   21,544,963 83,430 SH   SOLE 2 83,430 0 0
TTEC HOLDINGS INC Common Stock 89854H102   1,483,616 145,168 SH   SOLE 1,2 69,134 0 76,034
U.S. PHYSICAL THERAPY INC Common Stock 90337L108   6,678,532 59,550 SH   SOLE 1,2 28,317 0 31,233
UFP TECHNOLOGIES INC Common Stock 902673102   5,777,618 23,034 SH   SOLE 1,2 10,929 0 12,105
U-HAUL HOLDING CO-NON VOTING Common Stock 235865060   23,013,302 343,636 SH   SOLE 2 343,636 0 0
ULTA BEAUTY INC Common Stock 90384S303   30,737,068 58,103 SH   SOLE 2 58,103 0 0
ULTRA CLEAN HOLDINGS INC Common Stock 90385V107   6,943,106 152,161 SH   SOLE 1,2 72,469 0 79,692
UMH PROPERTIES INC REIT 903002103   3,990,323 250,334 SH   SOLE 1,2 119,180 0 131,154
UNITED RENTALS INC Common Stock 911363109   39,292,599 55,330 SH   SOLE 2 55,330 0 0
VAIL RESORTS INC Common Stock 91879Q109   16,092,033 72,454 SH   SOLE 2 72,454 0 0
VERICEL CORP Common Stock 92346J108   15,142,677 286,251 SH   SOLE 1,2 136,228 0 150,023
VERINT SYSTEMS INC Common Stock 92343X100   4,934,823 151,981 SH   SOLE 1,2 72,366 0 79,615
VERTIV HOLDINGS CO-A Common Stock 92537N108   18,836,192 234,281 SH   SOLE 2 234,281 0 0
VICOR CORP Common Stock 925815102   5,165,666 135,653 SH   SOLE 1,2 64,610 0 71,043
VIPER ENERGY INC Common Stock 927959106   73,703,268 1,934,469 SH   SOLE 2 1,934,469 0 0
VULCAN MATERIALS CO Common Stock 929160109   22,244,031 82,480 SH   SOLE 2 82,480 0 0
WEC ENERGY GROUP INC Common Stock 92939U106   16,113,564 197,567 SH   SOLE 2 197,567 0 0
WESTLAKE CORP Common Stock 960413102   15,057,781 97,613 SH   SOLE 2 97,613 0 0
WHITE MOUNTAINS INSURANCE GP Common Stock G9618E107   29,268,768 16,535 SH   SOLE 2 16,535 0 0
WORKDAY INC-CLASS A Common Stock 98138H101   9,989,285 36,666 SH   SOLE 2 36,666 0 0
WW GRAINGER INC Common Stock 384802104   17,670,719 17,502 SH   SOLE 2 17,502 0 0
XPO INC Common Stock 983793100   6,092,500 50,000 SH   SOLE 2 50,000 0 0
XYLEM INC Common Stock 98419M100   28,720,552 223,263 SH   SOLE 2 223,263 0 0
ZIFF DAVIS INC Common Stock 48123V102   5,863,555 93,892 SH   SOLE 1,2 44,690 0 49,202