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
ADAPTHEALTH CORP COMMON STOCK 00653Q102   5,242,783 530,013 SH   SOLE N/A 0 0 0
ADOBE INC COM 00724F101   2,542,551 7,182 SH   SOLE N/A 0 0 0
AMERICAN PUB ED INC COM 02913V103   7,827,561 212,964 SH   SOLE N/A 0 0 0
ANGIODYNAMICS INC COM 03475V101   12,885,191 1,118,180 SH   SOLE N/A 0 0 0
BRAZIL POTASH CORP COMMON SHARES 10586A108   3,395,674 1,752,790 SH   SOLE N/A 0 0 0
CAL MAINE FOODS INC COM NEW 128030202   1,472,956 17,264 SH   SOLE N/A 0 0 0
CERTARA INC COM 15687V109   487,929 55,811 SH   SOLE N/A 0 0 0
EAGLE MATLS INC COM 26969P108   3,373,605 16,350 SH   SOLE N/A 0 0 0
ENERFLEX LTD COM 29269R105   1,541,360 87,890 SH   SOLE N/A 0 0 0
FRANKLIN RESOURCES INC COM 354613101   7,548,216 321,511 SH   SOLE N/A 0 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   8,076,438 963,938 SH   SOLE N/A 0 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   2,992,776 57,871 SH   SOLE N/A 0 0 0
ICF INTL INC COM 44925C103   7,485,235 88,659 SH   SOLE N/A 0 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   9,039,267 334,884 SH   SOLE N/A 0 0 0
LOVESAC COMPANY COM 54738L109   1,767,235 121,285 SH   SOLE N/A 0 0 0
LULULEMON ATHLETICA INC COM 550021109   2,045,295 9,721 SH   SOLE N/A 0 0 0
MARCUS CORP DEL COM 566330106   5,715,535 374,612 SH   SOLE N/A 0 0 0
NEOGEN CORP COM 640491106   1,736,194 246,729 SH   SOLE N/A 0 0 0
NIKE INC CL B 654106103   2,553,197 40,751 SH   SOLE N/A 0 0 0
NORTH AMERN CONSTR GROUP LTD COM 656811106   9,944,355 589,794 SH   SOLE N/A 0 0 0
PARSONS CORP DEL COM 70202L102   8,044,400 128,186 SH   SOLE N/A 0 0 0
PAYPAL HLDGS INC COM 70450Y103   2,559,474 42,842 SH   SOLE N/A 0 0 0
POWERFLEET INC COM 73931J109   8,852,968 1,712,883 SH   SOLE N/A 0 0 0
PURSUIT ATTRACTIONS AND HOSP COM 92552R406   288,857 8,298 SH   SOLE N/A 0 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   1,674,158 313,432 SH   SOLE N/A 0 0 0
REGAL REXNORD CORPORATION COM 758750103   6,669,331 46,982 SH   SOLE N/A 0 0 0
RINGCENTRAL INC CL A 76680R206   4,403,409 153,978 SH   SOLE N/A 0 0 0
STRATEGIC ED INC COM 86272C103   5,643,514 71,209 SH   SOLE N/A 0 0 0
TRANSMEDICS GROUP INC COM 89377M109   7,229,028 57,596 SH   SOLE N/A 0 0 0
TRIPADVISOR INC COM 896945201   2,517,536 167,887 SH   SOLE N/A 0 0 0
UNDER ARMOUR INC CL C 904311206   3,637,271 753,518 SH   SOLE N/A 0 0 0
V2X INC COM 92242T101   8,224,783 149,670 SH   SOLE N/A 0 0 0
VIATRIS INC COM 92556V106   14,345,666 1,239,892 SH   SOLE N/A 0 0 0
VISHAY PRECISION GROUP INC COM 92835K103   6,077,858 171,094 SH   SOLE N/A 0 0 0
ZIFF DAVIS INC COM 48123V102   3,292,796 94,009 SH   SOLE N/A 0 0 0