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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
HDFC BANK LTD SPONSORED ADS 40415F101   975 14,033 SH   SOLE   14,033 0 0
QIAGEN NV SHS NEW N72482123   8,324 187,956 SH   SOLE   187,956 0 0
JOHNSON CTLS INTL PLC SHS G51502105   8,301 123,282 SH   SOLE   123,282 0 0
THE CIGNA GROUP COM 125523100   12,548 45,250 SH   SOLE   45,250 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   309 600 SH   SOLE   600 0 0
KLA CORP COM NEW 482480100   15,345 32,157 SH   SOLE   32,157 0 0
DARLING INGREDIENTS INC COM 237266101   5,802 93,594 SH   SOLE   93,594 0 0
INTUIT COM 461202103   6,232 13,670 SH   SOLE   13,670 0 0
ZOETIS INC CL A 98978V103   4,480 26,067 SH   SOLE   26,067 0 0
MASTERCARD INC CL A 57636Q104   18,659 48,123 SH   SOLE   48,123 0 0
IONQ INC COM 46222L108   1,313 97,088 SH   SOLE   97,088 0 0
STRYKER CORPORATION COM 863667101   14,149 46,893 SH   SOLE   46,893 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   75,084 3,172,815 SH   SOLE   3,172,815 0 0
PACIRABIO SCIENCES INC COM 695127100   5,978 151,277 SH   SOLE   151,277 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   46,517 811,680 SH   SOLE   811,680 0 0
KORNIT DIGITAL LTD SHS M6372Q113   2,594 89,294 SH   SOLE   89,294 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   4,321 129,662 SH   SOLE   129,662 0 0
ABBVIE INC COM 00287Y109   10,223 76,720 SH   SOLE   76,720 0 0
LINDE PLC SHS G54950103   15,668 41,312 SH   SOLE   41,312 0 0
ICON PLC SHS G4705A100   13,594 56,031 SH   SOLE   56,031 0 0
PALO ALTO NETWORKS INC COM 697435105   15,000 59,206 SH   SOLE   59,206 0 0
SERVICE CORP INTL COM 817565104   51,700 797,785 SH   SOLE   797,785 0 0
AON PLC SHS CL A G0403H108   3,642 10,651 SH   SOLE   10,651 0 0
DEERE & CO COM 244199105   12,218 30,411 SH   SOLE   30,411 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   1,137 145,323 SH   SOLE   145,323 0 0
INSTALLED BLDG PRODS INC COM 45780R101   11,886 85,563 SH   SOLE   85,563 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,874 8,006 SH   SOLE   8,006 0 0
FIRST SOLAR INC COM 336433107   9,653 52,450 SH   SOLE   52,450 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   55,689 495,871 SH   SOLE   495,871 0 0
EXXON MOBIL CORP COM 30231G102   8,472 79,400 SH   SOLE   79,400 0 0
SMITH A O CORP COM 831865209   6,073 83,900 SH   SOLE   83,900 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   3,648 22,100 SH   SOLE   22,100 0 0
EMCOR GROUP INC COM 29084Q100   7,632 41,600 SH   SOLE   41,600 0 0
ALPHA BET INC CAP STK CL A 02079K305   8,969 75,300 SH   SOLE   75,300 0 0
EAGLE MATERIALS INC COM 26969P108   9,117 49,300 SH   SOLE   49,300 0 0
TIMKEN CO COM 887389104   8,828 96,600 SH   SOLE   96,600 0 0
MUELLER INDS INC COM 624756102   7,808 90,000 SH   SOLE   90,000 0 0
WESCO INTL INC COM 95082P105   80,116 455,994 SH   SOLE   455,994 0 0
COMFORT SYS USA INC COM 199908104   8,205 49,257 SH   SOLE   49,257 0 0
MICROSOFT CORP COM 594918104   20,793 62,064 SH   SOLE   62,064 0 0
AMAZON COM INC COM 023135106   8,630 67,450 SH   SOLE   67,450 0 0
SALESFORCE INC COM 79466L302   8,642 41,090 SH   SOLE   41,090 0 0
FABRINET SHS G3323L100   3,595 27,972 SH   SOLE   27,972 0 0
JABIL INC COM 466313103   6,851 63,800 SH   SOLE   63,800 0 0
PROCTER AND GAMBLE CO COM 742718109   12,026 80,500 SH   SOLE   80,500 0 0
VISA INC COM CL A 92826C839   63,933 272,849 SH   SOLE   272,849 0 0
META PLATFORMS INC CL A 30303M102   10,279 36,500 SH   SOLE   36,500 0 0
ARCH RESOURCES INC CL A 03940R107   7,005 61,500 SH   SOLE   61,500 0 0
ATKORE INC COM 047649108   9,484 61,000 SH   SOLE   61,000 0 0
MERCK & CO INC COM 58933Y105   852 7,500 SH   SOLE   7,500 0 0
COCA COLA CO COM 191216100   780 13,000 SH   SOLE   13,000 0 0
LOWES COS INC COM 548661107   60,556 271,729 SH   SOLE   271,729 0 0
PHILIP MORRIS INTL INC COM 718172109   13,681 140,009 SH   SOLE   140,009 0 0
MERCADOLIBRE INC COM 58733R102   137 117 SH   SOLE   117 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   62 5,301 SH   SOLE   5,301 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   201 2,000 SH   SOLE   2,000 0 0
TC ENERGY CORP COM 87807B107   996 25,000 SH   SOLE   25,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,216 28,000 SH   SOLE   28,000 0 0
ENBRIDGE INC COM 29250N105   5,912 160,000 SH   SOLE   160,000 0 0
CANADIAN NATL RY CO COM 136375102   2,630 22,000 SH   SOLE   22,000 0 0
ALLIANT ENERGY CORP COM 018802108   2,072 40,000 SH   SOLE   40,000 0 0
SEMPRA COM 816851109   3,622 25,000 SH   SOLE   25,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,486 30,000 SH   SOLE   30,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   4,819 25,000 SH   SOLE   25,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,090 23,000 SH   SOLE   23,000 0 0
ATLANTICA YIELD PLC SHS G0751N103   7,905 340,000 SH   SOLE   340,000 0 0
NEXTERA ENERGY INC COM 65339F101   2,185 30,000 SH   SOLE   30,000 0 0
WEC ENERGY GROUP INC COM 92939U106   3,055 35,000 SH   SOLE   35,000 0 0
WILLIAMS COS INC COM 969457100   1,627 50,000 SH   SOLE   50,000 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   1,213 45,500 SH   SOLE   45,500 0 0
UNION PAC CORP COM 907818108   53,021 259,000 SH   SOLE   259,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   4,071 145,000 SH   SOLE   145,000 0 0
CROWN CASTLE INC COM 22822V101   2,852 25,000 SH   SOLE   25,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   1,779 20,000 SH   SOLE   20,000 0 0
AMEREN CORP COM 023608102   2,430 30,000 SH   SOLE   30,000 0 0
XCEL ENERGY INC COM 98389B100   5,517 90,000 SH   SOLE   90,000 0 0
CENTERPOINT ENERGY INC COM 15189T107   2,298 80,000 SH   SOLE   80,000 0 0
INDIVIOR PLC ORD G4766E116   18,901 816,679 SH   SOLE   816,679 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   453 10,250 SH   SOLE   10,250 0 0
ROYAL GOLD INC COM 780287108   983 8,700 SH   SOLE   8,700 0 0
KIRBY CORP COM 497266106   804 10,650 SH   SOLE   10,650 0 0
VERRA MOBILITY CORP COM 92511U102   3,263 168,159 SH   SOLE   168,159 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   682 6,200 SH   SOLE   6,200 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   1,757 66,101 SH   SOLE   66,101 0 0
EXPEDIA GROUP INC COM 30212P303   446 4,130 SH   SOLE   4,130 0 0
KADANT INC COM 48282T104   712 3,240 SH   SOLE   3,240 0 0
STERICYCLE INC COM 858912108   694 15,300 SH   SOLE   15,300 0 0
PALOMAR HLDGS INC COM 69753M105   1,367 23,295 SH   SOLE   23,295 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   857 10,500 SH   SOLE   10,500 0 0
E L F BEAUTY INC COM 26856L103   1,592 14,150 SH   SOLE   14,150 0 0
PERRIGO CO PLC SHS G97822103   728 21,650 SH   SOLE   21,650 0 0
MARKETAXESS HLDGS INC COM 57060D108   684 2,610 SH   SOLE   2,610 0 0
BERKLEY W R CORP COM 084423102   550 9,300 SH   SOLE   9,300 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103   802 7,010 SH   SOLE   7,010 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   1,610 26,100 SH   SOLE   26,100 0 0
SIMPLY GOOD FOODS CO COM 82900L102   1,694 47,365 SH   SOLE   47,365 0 0
LAUDER ESTEE COS INC CL A 518439104   4,575 23,762 SH   SOLE   23,762 0 0
JPMORGAN CHASE & CO COM 46625H100   6,770 47,192 SH   SOLE   47,192 0 0
UNITED RENTALS INC COM 911363109   6,372 14,626 SH   SOLE   14,626 0 0
TARGET CORP COM 87612E106   2,766 20,814 SH   SOLE   20,814 0 0
BROADCOM INC COM 11135F101   10,688 12,389 SH   SOLE   12,389 0 0
PAYPAL HLDGS INC COM 70450Y103   2,911 44,183 SH   SOLE   44,183 0 0
SILICON LABORATORIES INC COM 826919102   7,366 47,292 SH   SOLE   47,292 0 0
NVIDIA CORP COM 67066G104   9,288 22,741 SH   SOLE   22,741 0 0
METLIFE INC COM 59156R108   867 15,432 SH   SOLE   15,432 0 0
GILEAD SCIENCES INC COM 375558103   811 10,664 SH   SOLE   10,664 0 0
AMGEN COM 031162100   743 3,360 SH   SOLE   3,360 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   1,231 150,000 SH   SOLE   150,000 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100   4 15,000 SH   SOLE   15,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118   191 75,000 SH   SOLE   75,000 0 0
CLEARWAY ENERGY INC CL A 18539C105   2,255 84,000 SH   SOLE   84,000 0 0
ENETI INC COM Y2294C107   901 75,000 SH   SOLE   75,000 0 0
PROSPERITY BANCSHARES INC COM 743606105   37,138 650,000 SH   SOLE   650,000 0 0
RAYMOND JAMES FINL INC COM 754730109   54,530 526,000 SH   SOLE   526,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   58,295 650,000 SH   SOLE   650,000 0 0
STERIS PLC SHS USD G8473T100   44,213 200,000 SH   SOLE   200,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   47,667 100,000 SH   SOLE   100,000 0 0
GLOBAL PMTS INC COM 37940X102   40,750 420,163 SH   SOLE   420,163 0 0
IDEX CORP COM 45167R104   46,978 220,000 SH   SOLE   220,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   27,752 750,356 SH   SOLE   750,356 0 0
CBRE GROUP INC CL A 12504L109   43,381 540,000 SH   SOLE   540,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   27,760 170,000 SH   SOLE   170,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   42,927 200,000 SH   SOLE   200,000 0 0
WEX INC COM 96208T104   45,808 254,000 SH   SOLE   254,000 0 0
PULTE GROUP INC COM 745867101   42,523 550,000 SH   SOLE   550,000 0 0
HCA HOLDINGS INC COM 40412C101   42,062 140,000 SH   SOLE   140,000 0 0
VULCAN MATLS CO COM 929160109   66,090 294,000 SH   SOLE   294,000 0 0
FULLER H B CO COM 359694106   52,864 763,433 SH   SOLE   763,433 0 0
WATSCO INC COM 942622200   64,161 170,000 SH   SOLE   170,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   46,002 220,000 SH   SOLE   220,000 0 0
CBIZ INC COM 124805102   4,691 88,494 SH   SOLE   88,494 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   20,386 141,500 SH   SOLE   141,500 0 0
WINTRUST FINL CORP COM 97650W108   46,412 636,176 SH   SOLE   636,176 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   63,248 380,759 SH   SOLE   380,759 0 0
M & T BK CORP COM 55261F104   41,402 333,200 SH   SOLE   333,200 0 0
DESCARTES SYS GROUP INC COM 249906108   35,814 456,428 SH   SOLE   456,428 0 0
SCHWAB CHARLES CORP COM 808513105   37,773 661,000 SH   SOLE   661,000 0 0
IQVIA HLDGS INC COM 46266C105   55,359 250,000 SH   SOLE   250,000 0 0
WASTE CONNECTIONS INC COM 94106B101   35,202 250,952 SH   SOLE   250,952 0 0
BEACON ROOFING SUPPLY INC COM 073685109   80,592 966,909 SH   SOLE   966,909 0 0
HUNT J B TRANS SVCS INC COM 445658107   52,324 286,873 SH   SOLE   286,873 0 0
TRANSUNION COM 89400J107   30,297 391,000 SH   SOLE   391,000 0 0
POOL CORPORATION COM 73278L105   50,025 135,000 SH   SOLE   135,000 0 0
MARRIOTT INTL INC NEW CL A 571903202   54,027 298,000 SH   SOLE   298,000 0 0
SITIME CORP COM 82982T106   979 8,065 SH   SOLE   8,065 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   3,050 258,556 SH   SOLE   258,556 0 0
HERC HLDGS INC COM 42704L104   1,165 8,569 SH   SOLE   8,569 0 0
HURON CONSULTING GROUP INC COM 447462102   646 7,767 SH   SOLE   7,767 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   1,079 10,415 SH   SOLE   10,415 0 0
MAXCYTE INC COM 57777K106   485 108,127 SH   SOLE   108,127 0 0
ALPHA TEKNOVA INC COM 02080L102   577 202,057 SH   SOLE   202,057 0 0
PETIQ INC COM CL A 71639T106   1,392 90,262 SH   SOLE   90,262 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100   1,088 44,192 SH   SOLE   44,192 0 0
NOVANTA INC COM 67000B104   1,348 7,381 SH   SOLE   7,381 0 0
LGI HOMES INC COM 50187T106   628 4,778 SH   SOLE   4,778 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   1,560 40,688 SH   SOLE   40,688 0 0
TELADOC HEALTH INC COM 87918A105   911 36,077 SH   SOLE   36,077 0 0
FRESHPET INC COM 358039105   1,273 19,783 SH   SOLE   19,783 0 0
CHEFS WHSE INC COM 163086101   1,096 30,765 SH   SOLE   30,765 0 0
ZILLOW GROUP INC CL A 98954M101   710 14,492 SH   SOLE   14,492 0 0
ENGAGESMART INC COMMON STOCK 29283F103   552 29,074 SH   SOLE   29,074 0 0
TREX CO INC COM 89531P105   1,265 19,462 SH   SOLE   19,462 0 0
LATHAM GROUP INC COM 51819L107   783 206,559 SH   SOLE   206,559 0 0
PHREESIA INC COM 71944F106   686 22,983 SH   SOLE   22,983 0 0
SHIFT4 PMTS INC CL A 82452J109   989 14,930 SH   SOLE   14,930 0 0
EVOLENT HEALTH INC CL A 30050B101   1,065 35,085 SH   SOLE   35,085 0 0
FORESTAR GROUP INC COM 346232101   1,125 49,648 SH   SOLE   49,648 0 0
OLO INC CL A 68134L109   246 37,631 SH   SOLE   37,631 0 0
SIMILARWEB LTD SHS M84137104   540 83,335 SH   SOLE   83,335 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   578 13,294 SH   SOLE   13,294 0 0
KINSALE CAP GROUP INC COM 49714P108   1,354 3,639 SH   SOLE   3,639 0 0
CERTARA INC COM 15687V109   689 37,887 SH   SOLE   37,887 0 0
HUB GROUP INC CL A 443320106   1,085 13,527 SH   SOLE   13,527 0 0
FLYWIRE CORPORATION COM VTG 302492103   1,170 37,807 SH   SOLE   37,807 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   778 34,465 SH   SOLE   34,465 0 0
LEGALZOOM COM INC COM 52466B103   1,127 93,465 SH   SOLE   93,465 0 0
WORLD FUEL SVCS CORP COM 981475106   1,126 54,649 SH   SOLE   54,649 0 0
TECNOGLASS INC ORD SHS G87264100   819 15,835 SH   SOLE   15,835 0 0
MEDPACE HLDGS INC COM 58506Q109   978 4,160 SH   SOLE   4,160 0 0
TREEHOUSE FOODS INC COM 89469A104   2,042 40,014 SH   SOLE   40,014 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   844 32,450 SH   SOLE   32,450 0 0
ENSIGN GROUP INC COM 29358P101   1,102 11,560 SH   SOLE   11,560 0 0
PLANET FITNESS INC CL A 72703H101   961 14,177 SH   SOLE   14,177 0 0
DOXIMITY INC CL A 26622P107   663 19,539 SH   SOLE   19,539 0 0
BOWLERO CORP CL A COM 10258P102   1,390 122,075 SH   SOLE   122,075 0 0
OPTIMIZERX CORP COM NEW 68401U204   503 35,415 SH   SOLE   35,415 0 0
PENNANT GROUP INC COM 70805E109   984 79,580 SH   SOLE   79,580 0 0
VERACYTE INC COM 92337F107   859 33,170 SH   SOLE   33,170 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   1,325 13,045 SH   SOLE   13,045 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   1,410 43,235 SH   SOLE   43,235 0 0
SUNOPTA INC COM 8676EP108   1,103 170,580 SH   SOLE   170,580 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   556 33,712 SH   SOLE   33,712 0 0
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100   1,118 17,521 SH   SOLE   17,521 0 0
ACCOLADE INC COM 00437E102   872 69,022 SH   SOLE   69,022 0 0
SPS COMM INC COM 78463M107   1,030 5,447 SH   SOLE   5,447 0 0
HAYWARD HLDGS INC COM 421298100   1,930 152,510 SH   SOLE   152,510 0 0
SURGERY PARTNERS INC COM 86881A100   1,015 22,494 SH   SOLE   22,494 0 0
FORWARD AIR CORP COM 349853101   1,444 13,400 SH   SOLE   13,400 0 0
INMODE LTD SHS M5425M103   898 24,426 SH   SOLE   24,426 0 0
KURA SUSHI USA INC CL A COM 501270102   887 9,679 SH   SOLE   9,679 0 0