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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Adobe Inc. COM 00724F101   2,502,533 6,525 SH   SOLE   6,525 0 0
Allegion plc COM G0176J109   1,617,052 12,395 SH   SOLE   12,395 0 0
Ameriprise Financial, Inc. COM 03076C106   2,831,075 5,848 SH   SOLE   5,848 0 0
Amphastar Pharmaceuticals, Inc COM 03209R103   1,567,808 54,081 SH   SOLE   54,081 0 0
Apple Hospitality REIT, Inc. COM 03784Y200   1,285,449 99,570 SH   SOLE   99,570 0 0
Arch Capital Group COM G0450A105   575,637 5,985 SH   SOLE   5,985 0 0
AstraZeneca PLC COM 046353108   2,663,346 36,236 SH   SOLE   36,236 0 0
Atlanta Braves Holdings, Inc. COM 047726104   1,978,142 45,091 SH   SOLE   45,091 0 0
Axalta Coating Systems Ltd. COM G0750C108   1,831,548 55,217 SH   SOLE   55,217 0 0
Booking Holdings Inc. COM 09857L108   3,026,740 657 SH   SOLE   657 0 0
Brady Corp. COM 104674106   2,243,809 31,764 SH   SOLE   31,764 0 0
CF Industries Holdings, Inc. COM 125269100   1,384,271 17,713 SH   SOLE   17,713 0 0
CONMED Corp. COM 207410101   1,065,884 17,650 SH   SOLE   17,650 0 0
Carrier Global Corporation COM 14448C104   1,924,824 30,360 SH   SOLE   30,360 0 0
Cencora, Inc. COM 03073E105   1,742,790 6,267 SH   SOLE   6,267 0 0
ChampionX Corporation COM 15872M104   1,669,068 56,009 SH   SOLE   56,009 0 0
Chart Industries, Inc. COM 16115Q308   947,146 6,561 SH   SOLE   6,561 0 0
Chord Energy Corp. COM 674215207   1,940,362 17,214 SH   SOLE   17,214 0 0
Churchill Downs, Inc. COM 171484108   2,675,121 24,085 SH   SOLE   24,085 0 0
Cincinnati Financial Corp. COM 172062101   1,540,867 10,431 SH   SOLE   10,431 0 0
Constellation Brands Inc. COM 21036P108   3,354,379 18,278 SH   SOLE   18,278 0 0
Corpay, Inc. COM 219948106   2,140,443 6,138 SH   SOLE   6,138 0 0
Crocs, Inc. COM 227046109   909,178 8,561 SH   SOLE   8,561 0 0
Darden Restaurants, Inc. COM 237194105   1,624,060 7,817 SH   SOLE   7,817 0 0
Diamondback Energy, Inc. COM 25278X109   1,110,367 6,945 SH   SOLE   6,945 0 0
Dorman Products, Inc. COM 258278100   2,051,711 17,021 SH   SOLE   17,021 0 0
Dropbox, Inc. COM 26210C104   960,091 35,945 SH   SOLE   35,945 0 0
E.L.F. Beauty, Inc. COM 26856L103   294,171 4,685 SH   SOLE   4,685 0 0
EPAM Systems, Inc. COM 29414B104   1,030,262 6,102 SH   SOLE   6,102 0 0
EastGroup Properties, Inc. COM 277276101   1,592,748 9,042 SH   SOLE   9,042 0 0
Electronic Arts Inc. COM 285512109   735,173 5,087 SH   SOLE   5,087 0 0
Enersys COM 29275Y102   1,843,048 20,125 SH   SOLE   20,125 0 0
Essential Properties Realty Tr COM 29670E107   3,179,985 97,426 SH   SOLE   97,426 0 0
Essential Utilities, Inc. COM 29670G102   2,743,935 69,414 SH   SOLE   69,414 0 0
Euronet Worldwide, Inc. COM 298736109   1,438,201 13,460 SH   SOLE   13,460 0 0
Expand Energy Corp. COM 165167735   1,156,058 10,385 SH   SOLE   10,385 0 0
Expedia Group, Inc. COM 30212P303   891,434 5,303 SH   SOLE   5,303 0 0
Fabrinet COM G3323L100   2,769,090 14,020 SH   SOLE   14,020 0 0
First Merchants Corporation COM 320817109   1,339,656 33,127 SH   SOLE   33,127 0 0
Fiserv Inc. COM 337738108   912,911 4,134 SH   SOLE   4,134 0 0
Gaming and Leisure Properties, COM 36467J108   1,923,664 37,793 SH   SOLE   37,793 0 0
General Mills, Inc. COM 370334104   755,626 12,638 SH   SOLE   12,638 0 0
Global Payments Inc COM 37940X102   1,229,679 12,558 SH   SOLE   12,558 0 0
Globe Life Inc. COM 37959E102   2,003,461 15,210 SH   SOLE   15,210 0 0
Gorman-Rupp Company COM 383082104   1,921,128 54,733 SH   SOLE   54,733 0 0
H&R Block, Inc. COM 093671105   3,041,794 55,396 SH   SOLE   55,396 0 0
Halozyme Therapeutics, Inc. COM 40637H109   2,153,524 33,749 SH   SOLE   33,749 0 0
Harmony Biosciences Holdings, COM 413197104   2,046,728 61,667 SH   SOLE   61,667 0 0
Hartford Insurance Group, Inc. COM 416515104   2,433,522 19,668 SH   SOLE   19,668 0 0
Hershey Company COM 427866108   361,728 2,115 SH   SOLE   2,115 0 0
Host Hotels & Resorts, Inc. COM 44107P104   1,541,117 108,453 SH   SOLE   108,453 0 0
Inter Parfums, Inc. COM 458334109   2,258,270 19,832 SH   SOLE   19,832 0 0
InterDigital, Inc. COM 45867G101   1,215,690 5,880 SH   SOLE   5,880 0 0
International Seaways, Inc. COM Y41053102   385,020 11,597 SH   SOLE   11,597 0 0
Iron Mountain Inc. COM 46284V101   2,189,202 25,444 SH   SOLE   25,444 0 0
Juniper Networks, Inc. COM 48203R104   2,627,864 72,613 SH   SOLE   72,613 0 0
Kinder Morgan, Inc. COM 49456B101   2,128,538 74,607 SH   SOLE   74,607 0 0
Kodiak Gas Services, Inc. COM 50012A108   2,540,839 68,119 SH   SOLE   68,119 0 0
Lamar Advertising Company COM 512816109   2,434,778 21,399 SH   SOLE   21,399 0 0
Lantheus Holdings, Inc. COM 516544103   1,790,179 18,342 SH   SOLE   18,342 0 0
Liberty Energy Inc. COM 53115L104   1,348,526 85,188 SH   SOLE   85,188 0 0
Lululemon Athletica Inc. COM 550021109   860,502 3,040 SH   SOLE   3,040 0 0
MDU Resources Group, Inc. COM 552690109   481,783 28,491 SH   SOLE   28,491 0 0
MP Materials Corp. COM 553368101   1,509,856 61,854 SH   SOLE   61,854 0 0
Materion Corporation COM 576690101   490,416 6,010 SH   SOLE   6,010 0 0
McCormick & Co. COM 579780206   684,408 8,315 SH   SOLE   8,315 0 0
Mid-America Apartment Communit COM 59522J103   1,928,678 11,509 SH   SOLE   11,509 0 0
Middleby Corporation COM 596278101   1,821,632 11,986 SH   SOLE   11,986 0 0
Molson Coors Beverage Company COM 60871R209   1,163,895 19,121 SH   SOLE   19,121 0 0
Monster Beverage Corp. COM 61174X109   2,332,490 39,858 SH   SOLE   39,858 0 0
NICE Ltd. COM 653656108   1,858,674 12,056 SH   SOLE   12,056 0 0
NetEase, Inc. COM 64110W102   2,920,458 28,376 SH   SOLE   28,376 0 0
Neurocrine Biosciences, Inc. COM 64125C109   1,163,512 10,520 SH   SOLE   10,520 0 0
NiSource Inc. COM 65473P105   329,460 8,218 SH   SOLE   8,218 0 0
OGE Energy Corp. COM 670837103   472,009 10,270 SH   SOLE   10,270 0 0
ONEOK, Inc. COM 682680103   427,539 4,309 SH   SOLE   4,309 0 0
Oddity Tech Ltd. COM M7518J104   2,157,463 49,872 SH   SOLE   49,872 0 0
Ormat Technologies, Inc. COM 686688102   2,107,106 29,774 SH   SOLE   29,774 0 0
PagSeguro Digital Ltd. COM G68707101   1,890,195 247,732 SH   SOLE   247,732 0 0
Patria Investments Limited COM G69451105   1,379,175 122,159 SH   SOLE   122,159 0 0
PayPal Holdings, Inc. COM 70450Y103   1,059,138 16,232 SH   SOLE   16,232 0 0
Paycom Software, Inc. COM 70432V102   2,756,125 12,615 SH   SOLE   12,615 0 0
Pool Corporation COM 73278L105   1,965,493 6,174 SH   SOLE   6,174 0 0
Powell Industries, Inc. COM 739128106   2,062,526 12,109 SH   SOLE   12,109 0 0
QUALCOMM Incorporated COM 747525103   2,457,453 15,998 SH   SOLE   15,998 0 0
Qualys, Inc. COM 74758T303   2,146,981 17,049 SH   SOLE   17,049 0 0
Royalty Pharma plc COM G7709Q104   1,597,716 51,324 SH   SOLE   51,324 0 0
Service Corporation Internatio COM 817565104   423,456 5,280 SH   SOLE   5,280 0 0
Six Flags Entertainment Corp. COM 83001C108   559,270 15,679 SH   SOLE   15,679 0 0
Snap-on Incorporated COM 833034101   306,679 910 SH   SOLE   910 0 0
Southern Company COM 842587107   2,528,993 27,504 SH   SOLE   27,504 0 0
Stride, Inc. COM 86333M108   378,108 2,989 SH   SOLE   2,989 0 0
Sysco Corp. COM 871829107   1,492,396 19,888 SH   SOLE   19,888 0 0
T. Rowe Price Group, Inc. COM 74144T108   310,888 3,384 SH   SOLE   3,384 0 0
Teleflex Inc. COM 879369106   2,021,029 14,625 SH   SOLE   14,625 0 0
Timken Company COM 887389104   1,550,739 21,577 SH   SOLE   21,577 0 0
US Foods Holding Corp. COM 912008109   1,559,519 23,824 SH   SOLE   23,824 0 0
Ulta Beauty, Inc. COM 90384S303   2,408,168 6,570 SH   SOLE   6,570 0 0
United Therapeutics Corp. COM 91307C102   2,029,958 6,585 SH   SOLE   6,585 0 0
Unitil Corporation COM 913259107   375,966 6,517 SH   SOLE   6,517 0 0
Vail Resorts, Inc. COM 91879Q109   2,264,763 14,153 SH   SOLE   14,153 0 0
Viper Energy Inc. COM 927959106   1,535,055 33,999 SH   SOLE   33,999 0 0
Vital Farms, Inc. COM 92847W103   1,100,973 36,133 SH   SOLE   36,133 0 0
W. R. Berkley Corporation COM 084423102   1,519,053 21,347 SH   SOLE   21,347 0 0
WEC Energy Group, Inc. COM 92939U106   626,526 5,749 SH   SOLE   5,749 0 0
WEX Inc. COM 96208T104   1,167,444 7,435 SH   SOLE   7,435 0 0
WNS Holdings Limited COM G98196101   2,388,518 38,844 SH   SOLE   38,844 0 0
XPEL, Inc. COM 98379L100   1,248,944 42,510 SH   SOLE   42,510 0 0
Yelp Inc. COM 985817105   2,396,841 64,727 SH   SOLE   64,727 0 0
ZTO Express (Cayman) Inc. COM 98980A105   2,742,086 138,210 SH   SOLE   138,210 0 0