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
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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   2,409,283 6,830 SH   SOLE   6,830 0 0
Ameriprise Financial, Inc. COM 03076C106   2,893,954 5,891 SH   SOLE   5,891 0 0
Apple Hospitality REIT, Inc. COM 03784Y200   1,629,601 135,687 SH   SOLE   135,687 0 0
Armstrong World Industries, In COM 04247X102   1,343,453 6,854 SH   SOLE   6,854 0 0
AstraZeneca PLC COM 046353108   2,794,526 36,425 SH   SOLE   36,425 0 0
Atlanta Braves Holdings, Inc. COM 047726104   2,053,971 45,172 SH   SOLE   45,172 0 0
Axalta Coating Systems Ltd. COM G0750C108   1,470,667 51,386 SH   SOLE   51,386 0 0
Birkenstock Holding PLC COM M2029K104   2,235,667 49,407 SH   SOLE   49,407 0 0
Booking Holdings Inc. COM 09857L108   2,786,023 516 SH   SOLE   516 0 0
Brady Corp. COM 104674106   2,467,621 31,624 SH   SOLE   31,624 0 0
Brinker International, Inc. COM 109641100   901,835 7,119 SH   SOLE   7,119 0 0
CME Group Inc. COM 12572Q105   426,360 1,578 SH   SOLE   1,578 0 0
CONMED Corp. COM 207410101   1,240,840 26,384 SH   SOLE   26,384 0 0
CarGurus, Inc. COM 141788109   2,173,934 58,392 SH   SOLE   58,392 0 0
Carrier Global Corporation COM 14448C104   1,848,014 30,955 SH   SOLE   30,955 0 0
Cencora, Inc. COM 03073E105   1,644,533 5,262 SH   SOLE   5,262 0 0
Chart Industries, Inc. COM 16115Q308   1,117,037 5,581 SH   SOLE   5,581 0 0
Chord Energy Corp. COM 674215207   1,924,896 19,371 SH   SOLE   19,371 0 0
Churchill Downs, Inc. COM 171484108   2,396,341 24,702 SH   SOLE   24,702 0 0
Constellation Brands Inc. COM 21036P108   2,491,395 18,500 SH   SOLE   18,500 0 0
Cooper Companies, Inc. COM 216648501   1,419,055 20,698 SH   SOLE   20,698 0 0
Corpay, Inc. COM 219948106   1,687,455 5,858 SH   SOLE   5,858 0 0
Crocs, Inc. COM 227046109   1,244,728 14,898 SH   SOLE   14,898 0 0
Dexcom Inc. COM 252131107   2,287,456 33,994 SH   SOLE   33,994 0 0
Diamondback Energy, Inc. COM 25278X109   1,092,139 7,632 SH   SOLE   7,632 0 0
Dolby Laboratories, Inc. COM 25659T107   348,244 4,812 SH   SOLE   4,812 0 0
Donaldson Company, Inc. COM 257651109   2,642,445 32,284 SH   SOLE   32,284 0 0
EPAM Systems, Inc. COM 29414B104   1,021,753 6,776 SH   SOLE   6,776 0 0
East West Bancorp, Inc. COM 27579R104   2,258,763 21,219 SH   SOLE   21,219 0 0
EastGroup Properties, Inc. COM 277276101   1,401,981 8,283 SH   SOLE   8,283 0 0
Electronic Arts Inc. COM 285512109   945,368 4,687 SH   SOLE   4,687 0 0
Enersys COM 29275Y102   2,313,421 20,480 SH   SOLE   20,480 0 0
Entergy Corp. COM 29364G103   3,119,628 33,476 SH   SOLE   33,476 0 0
Essential Properties Realty Tr COM 29670E107   2,893,833 97,239 SH   SOLE   97,239 0 0
Essential Utilities, Inc. COM 29670G102   2,809,000 70,401 SH   SOLE   70,401 0 0
Euronet Worldwide, Inc. COM 298736109   1,430,074 16,286 SH   SOLE   16,286 0 0
Expedia Group, Inc. COM 30212P303   1,100,599 5,149 SH   SOLE   5,149 0 0
Fiserv Inc. COM 337738108   1,652,109 12,814 SH   SOLE   12,814 0 0
Five9, Inc. COM 338307101   1,612,373 66,627 SH   SOLE   66,627 0 0
Gaming and Leisure Properties, COM 36467J108   1,708,629 36,658 SH   SOLE   36,658 0 0
Gen Digital Inc. COM 668771108   1,379,442 48,589 SH   SOLE   48,589 0 0
General Mills, Inc. COM 370334104   342,150 6,786 SH   SOLE   6,786 0 0
Genpact Ltd. COM G3922B107   2,233,700 53,323 SH   SOLE   53,323 0 0
Gentex Corporation COM 371901109   463,526 16,379 SH   SOLE   16,379 0 0
Global Payments Inc COM 37940X102   1,047,223 12,605 SH   SOLE   12,605 0 0
Globe Life Inc. COM 37959E102   1,964,122 13,738 SH   SOLE   13,738 0 0
GoDaddy Inc. COM 380237107   1,965,152 14,362 SH   SOLE   14,362 0 0
Gorman-Rupp Company COM 383082104   2,623,047 56,519 SH   SOLE   56,519 0 0
H&R Block, Inc. COM 093671105   1,953,064 38,621 SH   SOLE   38,621 0 0
Halozyme Therapeutics, Inc. COM 40637H109   1,975,340 26,934 SH   SOLE   26,934 0 0
Harmony Biosciences Holdings, COM 413197104   1,752,017 63,571 SH   SOLE   63,571 0 0
Hartford Insurance Group, Inc. COM 416515104   2,550,950 19,124 SH   SOLE   19,124 0 0
Host Hotels & Resorts, Inc. COM 44107P104   2,131,874 125,257 SH   SOLE   125,257 0 0
IMAX Corporation COM 45245E109   2,300,196 70,235 SH   SOLE   70,235 0 0
InPost S.A. COM 45784C100   2,428,881 396,876 SH   SOLE   396,876 0 0
Integer Holdings Corporation COM 45826H109   1,753,200 16,967 SH   SOLE   16,967 0 0
Inter Parfums, Inc. COM 458334109   1,961,894 19,942 SH   SOLE   19,942 0 0
InterDigital, Inc. COM 45867G101   1,566,999 4,539 SH   SOLE   4,539 0 0
International Seaways, Inc. COM Y41053102   394,260 8,556 SH   SOLE   8,556 0 0
Iron Mountain Inc. COM 46284V101   2,668,483 26,177 SH   SOLE   26,177 0 0
Kinder Morgan, Inc. COM 49456B101   2,047,492 72,324 SH   SOLE   72,324 0 0
Kodiak Gas Services, Inc. COM 50012A108   2,469,411 66,795 SH   SOLE   66,795 0 0
Lamar Advertising Company COM 512816109   2,643,537 21,594 SH   SOLE   21,594 0 0
Lantheus Holdings, Inc. COM 516544103   840,028 16,378 SH   SOLE   16,378 0 0
Lululemon Athletica Inc. COM 550021109   1,306,896 7,345 SH   SOLE   7,345 0 0
Maplebear Inc. COM 565394103   2,131,896 57,995 SH   SOLE   57,995 0 0
McCormick & Co. COM 579780206   388,279 5,803 SH   SOLE   5,803 0 0
Mid-America Apartment Communit COM 59522J103   1,565,675 11,205 SH   SOLE   11,205 0 0
Middleby Corporation COM 596278101   1,488,949 11,201 SH   SOLE   11,201 0 0
Morningstar, Inc. COM 617700109   883,958 3,810 SH   SOLE   3,810 0 0
NICE Ltd. COM 653656108   1,881,995 12,999 SH   SOLE   12,999 0 0
NetApp, Inc. COM 64110D104   2,618,914 22,108 SH   SOLE   22,108 0 0
NetEase, Inc. COM 64110W102   2,917,144 19,193 SH   SOLE   19,193 0 0
Neurocrine Biosciences, Inc. COM 64125C109   1,521,438 10,838 SH   SOLE   10,838 0 0
Novo Nordisk A/S COM 670100205   2,146,298 38,679 SH   SOLE   38,679 0 0
OGE Energy Corp. COM 670837103   341,241 7,375 SH   SOLE   7,375 0 0
Ormat Technologies, Inc. COM 686688102   2,875,276 29,873 SH   SOLE   29,873 0 0
PTC Inc. COM 69370C100   486,233 2,395 SH   SOLE   2,395 0 0
PagSeguro Digital Ltd. COM G68707101   2,601,660 260,166 SH   SOLE   260,166 0 0
Patria Investments Limited COM G69451105   1,719,325 117,762 SH   SOLE   117,762 0 0
PayPal Holdings, Inc. COM 70450Y103   1,103,606 16,457 SH   SOLE   16,457 0 0
Paycom Software, Inc. COM 70432V102   1,869,305 8,981 SH   SOLE   8,981 0 0
Pinterest, Inc. COM 72352L106   1,754,166 54,528 SH   SOLE   54,528 0 0
Powell Industries, Inc. COM 739128106   2,309,850 7,578 SH   SOLE   7,578 0 0
QUALCOMM Incorporated COM 747525103   2,911,300 17,500 SH   SOLE   17,500 0 0
Qualys, Inc. COM 74758T303   2,283,486 17,256 SH   SOLE   17,256 0 0
Rambus Inc. COM 750917106   2,458,912 23,598 SH   SOLE   23,598 0 0
Royalty Pharma plc COM G7709Q104   1,887,903 53,512 SH   SOLE   53,512 0 0
SharkNinja, Inc. COM G8068L108   1,243,989 12,060 SH   SOLE   12,060 0 0
Shift4 Payments, Inc. COM 82452J109   2,027,725 26,198 SH   SOLE   26,198 0 0
Southern Company COM 842587107   2,640,956 27,867 SH   SOLE   27,867 0 0
Sysco Corp. COM 871829107   1,617,816 19,648 SH   SOLE   19,648 0 0
T. Rowe Price Group, Inc. COM 74144T108   467,730 4,557 SH   SOLE   4,557 0 0
US Foods Holding Corp. COM 912008109   1,427,354 18,629 SH   SOLE   18,629 0 0
United Therapeutics Corp. COM 91307C102   2,907,221 6,935 SH   SOLE   6,935 0 0
Unitil Corporation COM 913259107   305,347 6,380 SH   SOLE   6,380 0 0
Vail Resorts, Inc. COM 91879Q109   2,162,782 14,460 SH   SOLE   14,460 0 0
Victory Capital Holdings, Inc. COM 92645B103   2,204,689 34,044 SH   SOLE   34,044 0 0
Viking Holdings Ltd. COM G93A5A101   1,105,516 17,785 SH   SOLE   17,785 0 0
Viper Energy Inc. COM 64361Q101   1,442,652 37,746 SH   SOLE   37,746 0 0
Vipshop Holdings Limited COM 92763W103   2,647,806 134,817 SH   SOLE   134,817 0 0
Vital Farms, Inc. COM 92847W103   1,281,082 31,132 SH   SOLE   31,132 0 0
WEX Inc. COM 96208T104   1,025,363 6,509 SH   SOLE   6,509 0 0
Wintrust Financial Corporation COM 97650W108   1,352,212 10,210 SH   SOLE   10,210 0 0
Yelp Inc. COM 985817105   2,063,818 66,148 SH   SOLE   66,148 0 0
ZTO Express (Cayman) Inc. COM 98980A105   2,869,114 149,433 SH   SOLE   149,433 0 0