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
2U INC COM 90214J101   658,247 265,958 SH   SOLE   265,958 0 0
3M CO COM 88579Y101   1,125,399 12,019 SH   SOLE   12,019 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,714,895 12,090 SH   SOLE   12,090 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,918,765 38,111 SH   SOLE   38,111 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   1,389,537 10,658 SH   SOLE   10,658 0 0
AGCO CORP COM 001084102   2,232,088 18,880 SH   SOLE   18,880 0 0
AIRBNB INC COM CL A 009066101   1,065,669 7,765 SH   SOLE   7,765 0 0
ALCOA CORP COM 013872106   542,446 18,660 SH   SOLE   18,660 0 0
ALPHABET INC CAP STK CL A 02079K305   19,119,082 146,148 SH   SOLE   146,148 0 0
AMAZON COM INC COM 023135106   13,560,629 106,680 SH   SOLE   106,680 0 0
AMERICAN EXPRESS CO COM 025816109   579,628 3,884 SH   SOLE   3,884 0 0
APPLE INC COM 037833100   2,393,376 13,980 SH   SOLE   13,980 0 0
APPLIED MATLS INC COM 038222105   3,195,865 23,084 SH   SOLE   23,084 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   987,269 26,387 SH   SOLE   26,387 0 0
AVNET INC COM 053807103   1,299,327 26,957 SH   SOLE   26,957 0 0
AXALTA COATING SYS LTD COM G0750C108   1,178,996 43,837 SH   SOLE   43,837 0 0
BAKER HUGHES COMPANY CL A 05722G100   11,140,940 315,384 SH   SOLE   315,384 0 0
BALL CORP COM 058498106   402,842 8,090 SH   SOLE   8,090 0 0
BANK AMERICA CORP COM 060505104   2,984,889 109,037 SH   SOLE   109,037 0 0
BARRICK GOLD CORP COM 067901108   4,061,337 278,233 SH   SOLE   278,233 0 0
BATH & BODY WORKS INC COM 070830104   1,750,873 51,778 SH   SOLE   51,778 0 0
BAXTER INTL INC COM 071813109   2,496,134 66,114 SH   SOLE   66,114 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,751,060 7,854 SH   SOLE   7,854 0 0
BEYOND MEAT INC COM 08862E109   347,299 36,083 SH   SOLE   36,083 0 0
BILL HOLDINGS INC COM 090043100   1,036,396 9,545 SH   SOLE   9,545 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   1,211,149 16,970 SH   SOLE   16,970 0 0
BLACKROCK INC COM 09247X101   628,951 972 SH   SOLE   972 0 0
BLOCK H & R INC COM 093671105   508,469 11,807 SH   SOLE   11,807 0 0
BLOCK INC CL A 852234103   608,826 13,751 SH   SOLE   13,751 0 0
BLOOMIN BRANDS INC COM 094235108   1,130,387 45,960 SH   SOLE   45,960 0 0
BOEING CO COM 097023105   1,235,700 6,445 SH   SOLE   6,445 0 0
BOOKING HOLDINGS INC COM 09857L108   9,709,688 3,146 SH   SOLE   3,146 0 0
BOOT BARN HLDGS INC COM 099406100   1,021,721 12,582 SH   SOLE   12,582 0 0
BORGWARNER INC COM 099724106   2,316,031 57,363 SH   SOLE   57,363 0 0
BOSTON PROPERTIES INC COM 101121101   1,186,628 19,945 SH   SOLE   19,945 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   681,335 11,734 SH   SOLE   11,734 0 0
BRUNSWICK CORP COM 117043109   781,853 9,900 SH   SOLE   9,900 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   1,082,548 73,382 SH   SOLE   73,382 0 0
CARLISLE COS INC COM 142339100   4,996,249 19,279 SH   SOLE   19,279 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,001,568 6,400 SH   SOLE   6,400 0 0
CBRE GROUP INC CL A 12504L109   691,081 9,356 SH   SOLE   9,356 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   5,394,051 829,216 SH   SOLE   829,216 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   262,461 52,756 SH   SOLE   52,756 0 0
CHEESECAKE FACTORY INC COM 163072101   694,305 22,903 SH   SOLE   22,903 0 0
CHEGG INC COM 163092109   852,275 95,600 SH   SOLE   95,600 0 0
CISCO SYS INC COM 17275R102   3,280,076 61,019 SH   SOLE   61,019 0 0
CITIGROUP INC COM NEW 172967424   7,349,427 178,666 SH   SOLE   178,666 0 0
CITIZENS FINL GROUP INC COM 174610105   2,589,846 96,546 SH   SOLE   96,546 0 0
COCA COLA CO COM 191216100   3,647,886 65,135 SH   SOLE   65,135 0 0
COLGATE PALMOLIVE CO COM 194162103   1,315,627 18,500 SH   SOLE   18,500 0 0
COURSERA INC COM 22266M104   237,987 12,730 SH   SOLE   12,730 0 0
CRITEO S A SPONS ADS 226718104   2,155,899 73,769 SH   SOLE   73,769 0 0
CUBESMART COM 229663109   523,189 13,723 SH   SOLE   13,723 0 0
D R HORTON INC COM 23331A109   1,216,759 11,315 SH   SOLE   11,315 0 0
DATADOG INC CL A COM 23804L103   921,325 10,115 SH   SOLE   10,115 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,486,331 40,144 SH   SOLE   40,144 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,238,994 46,944 SH   SOLE   46,944 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   153,328 6,378 SH   SOLE   6,378 0 0
DISNEY WALT CO COM 254687106   9,275,051 114,415 SH   SOLE   114,415 0 0
DOCUSIGN INC COM 256163106   1,230,116 29,285 SH   SOLE   29,285 0 0
DOMINOS PIZZA INC COM 25754A201   1,415,060 3,735 SH   SOLE   3,735 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,102,273 105,394 SH   SOLE   105,394 0 0
DUOLINGO INC CL A COM 26603R106   808,884 4,875 SH   SOLE   4,875 0 0
EAST WEST BANCORP INC COM 27579R104   1,043,763 19,802 SH   SOLE   19,802 0 0
EASTMAN CHEM CO COM 277432100   1,728,390 22,530 SH   SOLE   22,530 0 0
EBAY INC. COM 278642103   2,500,230 56,701 SH   SOLE   56,701 0 0
EL POLLO LOCO HLDGS INC COM 268603107   272,376 30,450 SH   SOLE   30,450 0 0
ELASTIC N V ORD SHS N14506104   668,569 8,225 SH   SOLE   8,225 0 0
ELECTRONIC ARTS INC COM 285512109   1,555,289 12,915 SH   SOLE   12,915 0 0
ELEVANCE HEALTH INC COM 036752103   1,306,740 3,000 SH   SOLE   3,000 0 0
ENERPLUS CORP COM 292766102   579,423 32,750 SH   SOLE   32,750 0 0
EXXON MOBIL CORP COM 30231G102   949,859 8,076 SH   SOLE   8,076 0 0
FARFETCH LTD ORD SH CL A 30744W107   713,621 340,630 SH   SOLE   340,630 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   648,376 11,730 SH   SOLE   11,730 0 0
FISERV INC COM 337738108   9,034,698 79,946 SH   SOLE   79,946 0 0
FLUOR CORP NEW COM 343412102   664,072 18,102 SH   SOLE   18,102 0 0
FORTIVE CORP COM 34959J108   755,626 10,185 SH   SOLE   10,185 0 0
GAN LTD SHS G3728V109   955,134 806,020 SH   SOLE   806,020 0 0
GARMIN LTD SHS H2906T109   364,745 3,466 SH   SOLE   3,466 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,329,685 19,547 SH   SOLE   19,547 0 0
GENERAL ELECTRIC CO COM NEW 369604301   1,283,222 11,605 SH   SOLE   11,605 0 0
GENERAL MTRS CO COM 37045V100   2,069,642 62,745 SH   SOLE   62,745 0 0
GILEAD SCIENCES INC COM 375558103   1,299,721 17,340 SH   SOLE   17,340 0 0
GITLAB INC CLASS A COM 37637K108   710,871 15,722 SH   SOLE   15,722 0 0
GLOBAL PMTS INC COM 37940X102   2,869,351 24,859 SH   SOLE   24,859 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   1,062,126 300,460 SH   SOLE   300,460 0 0
HARLEY DAVIDSON INC COM 412822108   4,158,188 125,758 SH   SOLE   125,758 0 0
HAYWARD HLDGS INC COM 421298100   1,724,437 122,257 SH   SOLE   122,257 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,969,792 33,375 SH   SOLE   33,375 0 0
HELLO GROUP INC ADS 423403104   840,084 120,442 SH   SOLE   120,442 0 0
HENRY SCHEIN INC COM 806407102   7,521,512 101,293 SH   SOLE   101,293 0 0
HOME DEPOT INC COM 437076102   1,298,189 4,298 SH   SOLE   4,298 0 0
HUNTINGTON BANCSHARES INC COM 446150104   1,380,634 132,562 SH   SOLE   132,562 0 0
IAC INC COM NEW 44891N208   816,579 16,210 SH   SOLE   16,210 0 0
IMAX CORP COM 45245E109   924,496 47,827 SH   SOLE   47,827 0 0
INTEL CORP COM 458140100   2,352,135 66,248 SH   SOLE   66,248 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,261,107 11,462 SH   SOLE   11,462 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,958,726 13,959 SH   SOLE   13,959 0 0
IQIYI INC SPONSORED ADS 46267X108   1,220,267 257,712 SH   SOLE   257,712 0 0
JACKSON FINANCIAL INC COM CL A 46817M107   38 1 SH   SOLE   1 0 0
JACOBS SOLUTIONS INC COM 46982L108   996,633 7,300 SH   SOLE   7,300 0 0
JOHNSON & JOHNSON COM 478160104   757,631 4,863 SH   SOLE   4,863 0 0
JOHNSON CTLS INTL PLC SHS G51502105   2,177,717 40,923 SH   SOLE   40,923 0 0
JONES LANG LASALLE INC COM 48020Q107   635,610 4,501 SH   SOLE   4,501 0 0
JPMORGAN CHASE & CO COM 46625H100   2,982,186 20,559 SH   SOLE   20,559 0 0
KENVUE INC COM 49177J102   4,490,403 223,570 SH   SOLE   223,570 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   572,140 115,818 SH   SOLE   115,818 0 0
KKR & CO INC COM 48251W104   923,399 14,989 SH   SOLE   14,989 0 0
KLA CORP COM NEW 482480100   3,582,915 7,810 SH   SOLE   7,810 0 0
KRAFT HEINZ CO COM 500754106   3,113,458 92,566 SH   SOLE   92,566 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   1,177,800 78,000 SH   SOLE   78,000 0 0
LAS VEGAS SANDS CORP COM 517834107   3,434,860 74,907 SH   SOLE   74,907 0 0
LAUDER ESTEE COS INC CL A 518439104   482,997 3,340 SH   SOLE   3,340 0 0
LINCOLN ELEC HLDGS INC COM 533900106   717,379 3,945 SH   SOLE   3,945 0 0
LL FLOORING HOLDINGS INC COM 55003T107   861,971 271,915 SH   SOLE   271,915 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   333,462 1,890 SH   SOLE   1,890 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   1,546,958 38,140 SH   SOLE   38,140 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   420,392 21,248 SH   SOLE   21,248 0 0
MARATHON OIL CORP COM 565849106   1,561,449 58,361 SH   SOLE   58,361 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,385,664 44,081 SH   SOLE   44,081 0 0
MATCH GROUP INC NEW COM 57667L107   3,528,337 90,066 SH   SOLE   90,066 0 0
MAXCYTE INC COM 57777K106   4,588,359 1,473,254 SH   SOLE   1,473,254 0 0
MCKESSON CORP COM 58155Q103   9,971,606 22,938 SH   SOLE   22,938 0 0
MERCADOLIBRE INC COM 58733R102   659,493 520 SH   SOLE   520 0 0
META PLATFORMS INC CL A 30303M102   10,907,041 36,335 SH   SOLE   36,335 0 0
MICRON TECHNOLOGY INC COM 595112103   1,984,648 29,171 SH   SOLE   29,171 0 0
MICROSOFT CORP COM 594918104   4,239,374 13,427 SH   SOLE   13,427 0 0
MODERNA INC COM 60770K107   589,103 5,702 SH   SOLE   5,702 0 0
MOHAWK INDS INC COM 608190104   1,614,806 18,814 SH   SOLE   18,814 0 0
MOSAIC CO NEW COM 61945C103   794,937 22,314 SH   SOLE   22,314 0 0
NEOGEN CORP COM 640491106   96,646 5,217 SH   SOLE   5,217 0 0
NETFLIX INC COM 64110L106   2,819,511 7,469 SH   SOLE   7,469 0 0
NIKE INC CL B 654106103   1,649,963 17,250 SH   SOLE   17,250 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102   730,355 58,616 SH   SOLE   58,616 0 0
NOV INC COM 62955J103   1,977,048 94,573 SH   SOLE   94,573 0 0
NUCOR CORP COM 670346105   602,788 3,855 SH   SOLE   3,855 0 0
NVIDIA CORPORATION COM 67066G104   1,178,197 2,709 SH   SOLE   2,709 0 0
NXP SEMICONDUCTORS N V COM N6596X109   802,540 4,014 SH   SOLE   4,014 0 0
OKTA INC CL A 679295105   1,099,747 13,493 SH   SOLE   13,493 0 0
OMNICOM GROUP INC COM 681919106   1,681,494 22,581 SH   SOLE   22,581 0 0
ORACLE CORP COM 68389X105   2,680,173 25,293 SH   SOLE   25,293 0 0
OWENS CORNING NEW COM 690742101   4,550,745 33,362 SH   SOLE   33,362 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   451,260 34,995 SH   SOLE   34,995 0 0
PARKER-HANNIFIN CORP COM 701094104   2,884,153 7,402 SH   SOLE   7,402 0 0
PAYPAL HLDGS INC COM 70450Y103   3,294,093 56,343 SH   SOLE   56,343 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   869,283 171,965 SH   SOLE   171,965 0 0
PENN ENTERTAINMENT INC COM 707569109   1,148,613 49,994 SH   SOLE   49,994 0 0
PFIZER INC COM 717081103   4,705,409 141,836 SH   SOLE   141,836 0 0
PHINIA INC COMMON STOCK 71880K101   180,611 6,743 SH   SOLE   6,743 0 0
PINTEREST INC CL A 72352L106   1,789,190 66,205 SH   SOLE   66,205 0 0
PPG INDS INC COM 693506107   1,330,884 10,249 SH   SOLE   10,249 0 0
QUALCOMM INC COM 747525103   1,651,055 14,867 SH   SOLE   14,867 0 0
RE MAX HLDGS INC CL A 75524W108   853,943 66,018 SH   SOLE   66,018 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   1,608,430 101,735 SH   SOLE   101,735 0 0
RINGCENTRAL INC CL A 76680R206   341,484 11,523 SH   SOLE   11,523 0 0
ROBLOX CORP CL A 771049103   912,974 31,509 SH   SOLE   31,509 0 0
SABRE CORP COM 78573M104   599,250 133,612 SH   SOLE   133,612 0 0
SALESFORCE INC COM 79466L302   1,308,443 6,453 SH   SOLE   6,453 0 0
SCHWAB CHARLES CORP COM 808513105   3,501,270 63,758 SH   SOLE   63,758 0 0
SEA LTD SPONSORD ADS 81141R100   1,058,414 24,074 SH   SOLE   24,074 0 0
SHAKE SHACK INC CL A 819047101   250,313 4,312 SH   SOLE   4,312 0 0
SNAP ON INC COM 833034101   867,561 3,400 SH   SOLE   3,400 0 0
SNOWFLAKE INC CL A 833445109   212,427 1,390 SH   SOLE   1,390 0 0
SOUTHWEST AIRLS CO COM 844741108   1,089,228 40,230 SH   SOLE   40,230 0 0
SOUTHWESTERN ENERGY CO COM 845467109   2,257,567 350,282 SH   SOLE   350,282 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   754,907 46,787 SH   SOLE   46,787 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,068,021 19,834 SH   SOLE   19,834 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,171,778 14,019 SH   SOLE   14,019 0 0
STARBUCKS CORP COM 855244109   1,511,240 16,557 SH   SOLE   16,557 0 0
STATE STR CORP COM 857477103   5,874,050 87,692 SH   SOLE   87,692 0 0
STERICYCLE INC COM 858912108   1,290,653 28,864 SH   SOLE   28,864 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,525,569 25,110 SH   SOLE   25,110 0 0
TARGET CORP COM 87612E106   1,943,463 17,572 SH   SOLE   17,572 0 0
TELADOC HEALTH INC COM 87918A105   138,272 7,440 SH   SOLE   7,440 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   1,132,711 177,402 SH   SOLE   177,402 0 0
THE REALREAL INC COM 88339P101   888,220 419,962 SH   SOLE   419,962 0 0
TOPBUILD CORP COM 89055F103   2,339,927 9,300 SH   SOLE   9,300 0 0
TRIPADVISOR INC COM 896945201   879,304 53,018 SH   SOLE   53,018 0 0
TWILIO INC CL A 90138F102   974,204 16,636 SH   SOLE   16,636 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,447,603 53,203 SH   SOLE   53,203 0 0
UIPATH INC CL A 90364P105   2,108,465 123,194 SH   SOLE   123,194 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,195,096 2,370 SH   SOLE   2,370 0 0
UNITY SOFTWARE INC COM 91332U101   412,218 13,130 SH   SOLE   13,130 0 0
UPLAND SOFTWARE INC COM 91544A109   978,508 212,028 SH   SOLE   212,028 0 0
VALMONT INDS INC COM 920253101   4,517,078 18,800 SH   SOLE   18,800 0 0
VIATRIS INC COM 92556V106   2,179,356 221,030 SH   SOLE   221,030 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   617,395 37,003 SH   SOLE   37,003 0 0
VIMEO INC COMMON STOCK 92719V100   1,097,497 309,590 SH   SOLE   309,590 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   543,089 24,403 SH   SOLE   24,403 0 0
WALMART INC COM 931142103   1,262,366 7,893 SH   SOLE   7,893 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   871,201 80,258 SH   SOLE   80,258 0 0
WATERS CORP COM 941848103   10,125,110 36,889 SH   SOLE   36,889 0 0
WAYFAIR INC CL A 94419L101   1,519,247 25,068 SH   SOLE   25,068 0 0
WELLS FARGO CO NEW COM 949746101   3,374,060 82,566 SH   SOLE   82,566 0 0
WESTERN UN CO COM 959802109   1,704,226 129,255 SH   SOLE   129,255 0 0
WESTROCK CO COM 96145D105   2,520,147 70,405 SH   SOLE   70,405 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,956,965 96,428 SH   SOLE   96,428 0 0
WHIRLPOOL CORP COM 963320106   1,150,885 8,607 SH   SOLE   8,607 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   5,750,350 27,511 SH   SOLE   27,511 0 0
YUM CHINA HLDGS INC COM 98850P109   403,986 7,249 SH   SOLE   7,249 0 0
ZILLOW GROUP INC CL A 98954M101   954,957 21,316 SH   SOLE   21,316 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,623,848 14,467 SH   SOLE   14,467 0 0
ZIONS BANCORPORATION N A COM 989701107   1,396,098 40,020 SH   SOLE   40,020 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   310,578 4,440 SH   SOLE   4,440 0 0