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
ABBOTT LABS COM 002824100   327,911 2,472 SH   SOLE   2,472 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   7,336,372 23,511 SH   SOLE   23,511 0 0
ADMA BIOLOGICS INC COM 000899104   2,591,560 130,623 SH   SOLE   130,623 0 0
ADOBE INC COM 00724F101   2,675,122 6,975 SH   SOLE   6,975 0 0
ADT INC DEL COM 00090Q103   896,108 110,087 SH   SOLE   110,087 0 0
AFLAC INC COM 001055102   858,164 7,718 SH   SOLE   7,718 0 0
AGCO CORP COM 001084102   1,045,300 11,292 SH   SOLE   11,292 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   691,352 5,910 SH   SOLE   5,910 0 0
ALARM COM HLDGS INC COM 011642105   644,149 11,575 SH   SOLE   11,575 0 0
ALBEMARLE CORP COM 012653101   1,464,959 20,341 SH   SOLE   20,341 0 0
ALCOA CORP COM 013872106   695,644 22,808 SH   SOLE   22,808 0 0
ALIGN TECHNOLOGY INC COM 016255101   694,377 4,371 SH   SOLE   4,371 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104   431,332 23,165 SH   SOLE   23,165 0 0
ALKERMES PLC SHS G01767105   1,748,178 52,943 SH   SOLE   52,943 0 0
ALLSTATE CORP COM 020002101   1,237,036 5,974 SH   SOLE   5,974 0 0
AMER STATES WTR CO COM 029899101   454,928 5,782 SH   SOLE   5,782 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   495,254 23,078 SH   SOLE   23,078 0 0
AMICUS THERAPEUTICS INC COM 03152W109   231,001 28,309 SH   SOLE   28,309 0 0
ANALOG DEVICES INC COM 032654105   5,341,230 26,485 SH   SOLE   26,485 0 0
APPFOLIO INC COM CL A 03783C100   625,396 2,844 SH   SOLE   2,844 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200   853,816 66,136 SH   SOLE   66,136 0 0
APPLIED MATLS INC COM 038222105   393,130 2,709 SH   SOLE   2,709 0 0
APPLOVIN CORP COM CL A 03831W108   514,042 1,940 SH   SOLE   1,940 0 0
ARCH CAP GROUP LTD ORD G0450A105   220,733 2,295 SH   SOLE   2,295 0 0
ARCOSA INC COM 039653100   664,389 8,615 SH   SOLE   8,615 0 0
ARES CAPITAL CORP COM 04010L103   1,480,155 66,794 SH   SOLE   66,794 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   4,811,007 32,815 SH   SOLE   32,815 0 0
ASANA INC CL A 04342Y104   223,242 15,322 SH   SOLE   15,322 0 0
ASGN INC COM 00191U102   262,100 4,159 SH   SOLE   4,159 0 0
AUTODESK INC COM 052769106   3,324,075 12,697 SH   SOLE   12,697 0 0
AUTOLIV INC COM 052800109   520,794 5,888 SH   SOLE   5,888 0 0
AUTONATION INC COM 05329W102   3,045,229 18,807 SH   SOLE   18,807 0 0
AXALTA COATING SYS LTD COM G0750C108   6,364,029 191,861 SH   SOLE   191,861 0 0
AXOS FINANCIAL INC COM 05465C100   2,139,806 33,165 SH   SOLE   33,165 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   2,576,368 59,295 SH   SOLE   59,295 0 0
BEST BUY INC COM 086516101   5,145,486 69,902 SH   SOLE   69,902 0 0
BIO-TECHNE CORP COM 09073M104   765,297 13,053 SH   SOLE   13,053 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   1,576,063 13,813 SH   SOLE   13,813 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,757,761 89,408 SH   SOLE   89,408 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104   4,767,139 325,180 SH   SOLE   325,180 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   2,427,829 27,430 SH   SOLE   27,430 0 0
BOOT BARN HLDGS INC COM 099406100   3,019,965 28,111 SH   SOLE   28,111 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,126,850 10,775 SH   SOLE   10,775 0 0
BRAZE INC COM CL A 10576N102   4,344,754 120,420 SH   SOLE   120,420 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   205,128 4,096 SH   SOLE   4,096 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   2,224,089 17,507 SH   SOLE   17,507 0 0
BRIGHTHOUSE FINL INC COM 10922N103   708,580 12,219 SH   SOLE   12,219 0 0
BRINKS CO COM 109696104   241,420 2,802 SH   SOLE   2,802 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,313,762 70,729 SH   SOLE   70,729 0 0
BROADCOM INC COM 11135F101   1,916,236 11,445 SH   SOLE   11,445 0 0
BROWN & BROWN INC COM 115236101   324,062 2,605 SH   SOLE   2,605 0 0
BROWN FORMAN CORP CL B 115637209   317,034 9,341 SH   SOLE   9,341 0 0
BRUKER CORP COM 116794108   222,850 5,339 SH   SOLE   5,339 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   6,708,941 65,517 SH   SOLE   65,517 0 0
CABOT CORP COM 127055101   738,034 8,877 SH   SOLE   8,877 0 0
CAL MAINE FOODS INC COM NEW 128030202   2,246,230 24,711 SH   SOLE   24,711 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   570,159 12,967 SH   SOLE   12,967 0 0
CARDINAL HEALTH INC COM 14149Y108   2,666,676 19,356 SH   SOLE   19,356 0 0
CARGURUS INC COM CL A 141788109   1,423,059 48,852 SH   SOLE   48,852 0 0
CARLISLE COS INC COM 142339100   2,781,204 8,168 SH   SOLE   8,168 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   951,306 48,710 SH   SOLE   48,710 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   432,911 17,852 SH   SOLE   17,852 0 0
CATERPILLAR INC COM 149123101   2,361,368 7,160 SH   SOLE   7,160 0 0
CDW CORP COM 12514G108   1,545,387 9,643 SH   SOLE   9,643 0 0
CELSIUS HLDGS INC COM NEW 15118V207   1,495,933 41,997 SH   SOLE   41,997 0 0
CF INDS HLDGS INC COM 125269100   749,302 9,588 SH   SOLE   9,588 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,017,155 8,187 SH   SOLE   8,187 0 0
CHEESECAKE FACTORY INC COM 163072101   376,774 7,743 SH   SOLE   7,743 0 0
CHEMED CORP NEW COM 16359R103   3,256,273 5,292 SH   SOLE   5,292 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,877,922 12,437 SH   SOLE   12,437 0 0
CHOICE HOTELS INTL INC COM 169905106   548,780 4,133 SH   SOLE   4,133 0 0
CHUBB LIMITED COM H1467J104   838,324 2,776 SH   SOLE   2,776 0 0
CINTAS CORP COM 172908105   4,302,565 20,934 SH   SOLE   20,934 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   528,496 19,720 SH   SOLE   19,720 0 0
CLOROX CO DEL COM 189054109   4,763,685 32,351 SH   SOLE   32,351 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   3,311,927 38,055 SH   SOLE   38,055 0 0
COHERENT CORP COM 19247G107   220,861 3,401 SH   SOLE   3,401 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   334,643 1,943 SH   SOLE   1,943 0 0
COLGATE PALMOLIVE CO COM 194162103   880,686 9,399 SH   SOLE   9,399 0 0
COMERICA INC COM 200340107   341,131 5,776 SH   SOLE   5,776 0 0
COMPASS INC CL A 20464U100   376,839 43,166 SH   SOLE   43,166 0 0
CONFLUENT INC CLASS A COM 20717M103   1,730,481 73,826 SH   SOLE   73,826 0 0
CORCEPT THERAPEUTICS INC COM 218352102   1,818,954 15,925 SH   SOLE   15,925 0 0
CORE & MAIN INC CL A 21874C102   852,527 17,647 SH   SOLE   17,647 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100   504,697 6,546 SH   SOLE   6,546 0 0
CORNING INC COM 219350105   2,719,332 59,400 SH   SOLE   59,400 0 0
CORTEVA INC COM 22052L104   373,490 5,935 SH   SOLE   5,935 0 0
COSTCO WHSL CORP NEW COM 22160K105   9,541,974 10,089 SH   SOLE   10,089 0 0
COTY INC COM CL A 222070203   89,730 16,404 SH   SOLE   16,404 0 0
COUPANG INC CL A 22266T109   756,826 34,511 SH   SOLE   34,511 0 0
CRANE NXT CO COM 224441105   360,417 7,012 SH   SOLE   7,012 0 0
CREDICORP LTD COM G2519Y108   519,200 2,789 SH   SOLE   2,789 0 0
CROCS INC COM 227046109   2,351,480 22,142 SH   SOLE   22,142 0 0
CSX CORP COM 126408103   3,894,825 132,342 SH   SOLE   132,342 0 0
CVS HEALTH CORP COM 126650100   225,269 3,325 SH   SOLE   3,325 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   1,557,504 4,608 SH   SOLE   4,608 0 0
D R HORTON INC COM 23331A109   1,934,156 15,214 SH   SOLE   15,214 0 0
DATADOG INC CL A COM 23804L103   291,975 2,943 SH   SOLE   2,943 0 0
DEERE & CO COM 244199105   2,462,210 5,246 SH   SOLE   5,246 0 0
DIAMONDBACK ENERGY INC COM 25278X109   357,811 2,238 SH   SOLE   2,238 0 0
DICKS SPORTING GOODS INC COM 253393102   393,848 1,954 SH   SOLE   1,954 0 0
DISNEY WALT CO COM 254687106   8,917,052 90,345 SH   SOLE   90,345 0 0
DOCUSIGN INC COM 256163106   240,130 2,950 SH   SOLE   2,950 0 0
DOLLAR GEN CORP NEW COM 256677105   1,780,846 20,253 SH   SOLE   20,253 0 0
DOMINOS PIZZA INC COM 25754A201   3,264,392 7,105 SH   SOLE   7,105 0 0
DOW INC COM 260557103   209,974 6,013 SH   SOLE   6,013 0 0
DROPBOX INC CL A 26210C104   5,973,237 223,633 SH   SOLE   223,633 0 0
DUPONT DE NEMOURS INC COM 26614N102   807,067 10,807 SH   SOLE   10,807 0 0
DXC TECHNOLOGY CO COM 23355L106   1,352,832 79,345 SH   SOLE   79,345 0 0
DYCOM INDS INC COM 267475101   462,961 3,039 SH   SOLE   3,039 0 0
DYNATRACE INC COM NEW 268150109   262,201 5,561 SH   SOLE   5,561 0 0
EASTGROUP PPTYS INC COM 277276101   916,332 5,202 SH   SOLE   5,202 0 0
EASTMAN CHEM CO COM 277432100   2,742,248 31,123 SH   SOLE   31,123 0 0
EBAY INC. COM 278642103   4,826,237 71,257 SH   SOLE   71,257 0 0
ECOLAB INC COM 278865100   257,069 1,014 SH   SOLE   1,014 0 0
EDISON INTL COM 281020107   594,385 10,088 SH   SOLE   10,088 0 0
ELASTIC N V ORD SHS N14506104   3,159,486 35,460 SH   SOLE   35,460 0 0
ENCOMPASS HEALTH CORP COM 29261A100   4,617,558 45,592 SH   SOLE   45,592 0 0
ENERSYS COM 29275Y102   892,447 9,745 SH   SOLE   9,745 0 0
ENTERGY CORP NEW COM 29364G103   522,173 6,108 SH   SOLE   6,108 0 0
ERIE INDTY CO CL A 29530P102   509,984 1,217 SH   SOLE   1,217 0 0
ESCO TECHNOLOGIES INC COM 296315104   219,745 1,381 SH   SOLE   1,381 0 0
ETSY INC COM 29786A106   3,296,844 69,878 SH   SOLE   69,878 0 0
EVERCORE INC CLASS A 29977A105   3,561,008 17,830 SH   SOLE   17,830 0 0
EVERGY INC COM 30034W106   202,644 2,939 SH   SOLE   2,939 0 0
EXACT SCIENCES CORP COM 30063P105   351,039 8,109 SH   SOLE   8,109 0 0
EXELIXIS INC COM 30161Q104   1,056,503 28,616 SH   SOLE   28,616 0 0
EXPAND ENERGY CORPORATION COM 165167735   6,864,214 61,662 SH   SOLE   61,662 0 0
EXXON MOBIL CORP COM 30231G102   1,134,116 9,536 SH   SOLE   9,536 0 0
FEDERAL SIGNAL CORP COM 313855108   257,351 3,499 SH   SOLE   3,499 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   638,109 9,805 SH   SOLE   9,805 0 0
FIFTH THIRD BANCORP COM 316773100   2,860,110 72,962 SH   SOLE   72,962 0 0
FIRST AMERN FINL CORP COM 31847R102   266,720 4,064 SH   SOLE   4,064 0 0
FIRST BANCORP P R COM NEW 318672706   2,112,266 110,186 SH   SOLE   110,186 0 0
FIRST INDL RLTY TR INC COM 32054K103   327,537 6,070 SH   SOLE   6,070 0 0
FISERV INC COM 337738108   936,982 4,243 SH   SOLE   4,243 0 0
FLAGSTAR FINANCIAL INC COM NEW 649445400   1,832,730 157,722 SH   SOLE   157,722 0 0
FLOWERS FOODS INC COM 343498101   533,668 28,073 SH   SOLE   28,073 0 0
FOX CORP CL A COM 35137L105   3,799,162 67,123 SH   SOLE   67,123 0 0
FRONTLINE PLC COM M46528101   171,057 11,519 SH   SOLE   11,519 0 0
FS KKR CAP CORP COM 302635206   869,467 41,502 SH   SOLE   41,502 0 0
FULLER H B CO COM 359694106   809,307 14,421 SH   SOLE   14,421 0 0
GALLAGHER ARTHUR J & CO COM 363576109   439,145 1,272 SH   SOLE   1,272 0 0
GAP INC COM 364760108   2,179,672 105,758 SH   SOLE   105,758 0 0
GARMIN LTD SHS H2906T109   5,909,844 27,218 SH   SOLE   27,218 0 0
GARTNER INC COM 366651107   1,583,259 3,772 SH   SOLE   3,772 0 0
GENERAC HLDGS INC COM 368736104   1,124,779 8,881 SH   SOLE   8,881 0 0
GENPACT LIMITED SHS G3922B107   574,534 11,404 SH   SOLE   11,404 0 0
GITLAB INC CLASS A COM 37637K108   3,072,343 65,369 SH   SOLE   65,369 0 0
GLOBAL E ONLINE LTD SHS M5216V106   3,897,187 109,318 SH   SOLE   109,318 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   2,352,865 63,746 SH   SOLE   63,746 0 0
GODADDY INC CL A 380237107   280,658 1,558 SH   SOLE   1,558 0 0
GOLAR LNG LTD SHS G9456A100   2,490,738 65,563 SH   SOLE   65,563 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   3,019,891 5,528 SH   SOLE   5,528 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   3,377,737 365,556 SH   SOLE   365,556 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   285,222 62,963 SH   SOLE   62,963 0 0
GRAINGER W W INC COM 384802104   441,560 447 SH   SOLE   447 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   741,348 4,026 SH   SOLE   4,026 0 0
HALLIBURTON CO COM 406216101   4,264,215 168,081 SH   SOLE   168,081 0 0
HASBRO INC COM 418056107   353,383 5,747 SH   SOLE   5,747 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   248,564 12,293 SH   SOLE   12,293 0 0
HECLA MNG CO COM 422704106   513,360 92,331 SH   SOLE   92,331 0 0
HEICO CORP NEW COM 422806109   1,861,780 6,968 SH   SOLE   6,968 0 0
HERCULES CAPITAL INC COM 427096508   365,470 19,025 SH   SOLE   19,025 0 0
HEXCEL CORP NEW COM 428291108   4,709,689 86,006 SH   SOLE   86,006 0 0
HF SINCLAIR CORP COM 403949100   1,200,383 36,508 SH   SOLE   36,508 0 0
HOME BANCSHARES INC COM 436893200   1,489,631 52,693 SH   SOLE   52,693 0 0
HORMEL FOODS CORP COM 440452100   302,377 9,773 SH   SOLE   9,773 0 0
HOST HOTELS & RESORTS INC COM 44107P104   192,432 13,542 SH   SOLE   13,542 0 0
HP INC COM 40434L105   2,103,859 75,979 SH   SOLE   75,979 0 0
HUB GROUP INC CL A 443320106   394,522 10,614 SH   SOLE   10,614 0 0
HUBSPOT INC COM 443573100   851,793 1,491 SH   SOLE   1,491 0 0
HUMANA INC COM 444859102   378,907 1,432 SH   SOLE   1,432 0 0
HUNTINGTON BANCSHARES INC COM 446150104   713,170 47,513 SH   SOLE   47,513 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,105,381 4,457 SH   SOLE   4,457 0 0
ILLUMINA INC COM 452327109   3,798,482 47,876 SH   SOLE   47,876 0 0
IMMUNOVANT INC COM 45258J102   184,213 10,779 SH   SOLE   10,779 0 0
INCYTE CORP COM 45337C102   3,897,967 64,376 SH   SOLE   64,376 0 0
INFORMATICA INC COM CL A 45674M101   2,534,438 145,240 SH   SOLE   145,240 0 0
INGREDION INC COM 457187102   746,630 5,522 SH   SOLE   5,522 0 0
INSPIRE MED SYS INC COM 457730109   3,165,849 19,876 SH   SOLE   19,876 0 0
INSULET CORP COM 45784P101   1,250,811 4,763 SH   SOLE   4,763 0 0
INTAPP INC COM 45827U109   1,104,666 18,922 SH   SOLE   18,922 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   796,260 4,616 SH   SOLE   4,616 0 0
INTERDIGITAL INC COM 45867G101   6,235,994 30,162 SH   SOLE   30,162 0 0
INTERNATIONAL BANCSHARES COR COM 459044103   362,658 5,751 SH   SOLE   5,751 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   260,614 3,358 SH   SOLE   3,358 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   702,643 43,213 SH   SOLE   43,213 0 0
INTERPARFUMS INC COM 458334109   877,938 7,710 SH   SOLE   7,710 0 0
IPG PHOTONICS CORP COM 44980X109   246,120 3,898 SH   SOLE   3,898 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   2,533,570 24,203 SH   SOLE   24,203 0 0
ITRON INC COM 465741106   5,701,773 54,427 SH   SOLE   54,427 0 0
JABIL INC COM 466313103   5,727,186 42,090 SH   SOLE   42,090 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   1,088,585 30,113 SH   SOLE   30,113 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   5,395,807 43,462 SH   SOLE   43,462 0 0
JBT MAREL CORPORATION COM 477839104   828,394 6,779 SH   SOLE   6,779 0 0
JFROG LTD ORD SHS M6191J100   2,169,216 67,788 SH   SOLE   67,788 0 0
KBR INC COM 48242W106   442,114 8,876 SH   SOLE   8,876 0 0
KEMPER CORP COM 488401100   503,514 7,532 SH   SOLE   7,532 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   4,270,991 28,517 SH   SOLE   28,517 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,086,337 24,979 SH   SOLE   24,979 0 0
KONTOOR BRANDS INC COM 50050N103   360,346 5,619 SH   SOLE   5,619 0 0
KORN FERRY COM NEW 500643200   611,420 9,014 SH   SOLE   9,014 0 0
KROGER CO COM 501044101   4,635,276 68,478 SH   SOLE   68,478 0 0
KRYSTAL BIOTECH INC COM 501147102   2,946,463 16,342 SH   SOLE   16,342 0 0
LAM RESEARCH CORP COM NEW 512807306   283,385 3,898 SH   SOLE   3,898 0 0
LAMB WESTON HLDGS INC COM 513272104   574,094 10,771 SH   SOLE   10,771 0 0
LANCASTER COLONY CORP COM 513847103   1,664,250 9,510 SH   SOLE   9,510 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   257,057 4,901 SH   SOLE   4,901 0 0
LCI INDS COM 50189K103   488,471 5,587 SH   SOLE   5,587 0 0
LEAR CORP COM NEW 521865204   3,009,096 34,109 SH   SOLE   34,109 0 0
LENNOX INTL INC COM 526107107   833,393 1,486 SH   SOLE   1,486 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   757,567 25,085 SH   SOLE   25,085 0 0
LINCOLN NATL CORP IND COM 534187109   502,453 13,992 SH   SOLE   13,992 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   2,291,548 17,549 SH   SOLE   17,549 0 0
LOCKHEED MARTIN CORP COM 539830109   629,414 1,409 SH   SOLE   1,409 0 0
LOUISIANA PAC CORP COM 546347105   739,243 8,037 SH   SOLE   8,037 0 0
LULULEMON ATHLETICA INC COM 550021109   6,129,664 21,655 SH   SOLE   21,655 0 0
LUMEN TECHNOLOGIES INC COM 550241103   689,434 175,876 SH   SOLE   175,876 0 0
LYFT INC CL A COM 55087P104   3,074,745 259,035 SH   SOLE   259,035 0 0
M & T BK CORP COM 55261F104   2,013,083 11,262 SH   SOLE   11,262 0 0
M/I HOMES INC COM 55305B101   222,651 1,950 SH   SOLE   1,950 0 0
MACYS INC COM 55616P104   1,540,421 122,645 SH   SOLE   122,645 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   427,778 16,935 SH   SOLE   16,935 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   270,354 2,759 SH   SOLE   2,759 0 0
MANHATTAN ASSOCIATES INC COM 562750109   680,566 3,933 SH   SOLE   3,933 0 0
MARKETAXESS HLDGS INC COM 57060D108   2,205,688 10,195 SH   SOLE   10,195 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,968,147 31,966 SH   SOLE   31,966 0 0
MASIMO CORP COM 574795100   1,445,255 8,675 SH   SOLE   8,675 0 0
MASTEC INC COM 576323109   3,409,449 29,213 SH   SOLE   29,213 0 0
MATCH GROUP INC NEW COM 57667L107   255,154 8,178 SH   SOLE   8,178 0 0
MATTEL INC COM 577081102   6,462,301 332,594 SH   SOLE   332,594 0 0
MDU RES GROUP INC COM 552690109   294,082 17,391 SH   SOLE   17,391 0 0
MEDPACE HLDGS INC COM 58506Q109   4,825,680 15,838 SH   SOLE   15,838 0 0
MEDTRONIC PLC SHS G5960L103   3,626,929 40,362 SH   SOLE   40,362 0 0
MERCADOLIBRE INC COM 58733R102   1,904,049 976 SH   SOLE   976 0 0
MERUS N V COM N5749R100   538,626 12,797 SH   SOLE   12,797 0 0
META PLATFORMS INC CL A 30303M102   3,878,326 6,729 SH   SOLE   6,729 0 0
METLIFE INC COM 59156R108   514,097 6,403 SH   SOLE   6,403 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   1,457,243 1,234 SH   SOLE   1,234 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   231,206 4,776 SH   SOLE   4,776 0 0
MICRON TECHNOLOGY INC COM 595112103   743,865 8,561 SH   SOLE   8,561 0 0
MICROSOFT CORP COM 594918104   3,131,503 8,342 SH   SOLE   8,342 0 0
MIDDLEBY CORP COM 596278101   285,418 1,878 SH   SOLE   1,878 0 0
MOELIS & CO CL A 60786M105   1,167,142 19,999 SH   SOLE   19,999 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   1,900,848 31,228 SH   SOLE   31,228 0 0
MOODYS CORP COM 615369105   957,924 2,057 SH   SOLE   2,057 0 0
MORGAN STANLEY COM NEW 617446448   828,124 7,098 SH   SOLE   7,098 0 0
MURPHY OIL CORP COM 626717102   5,304,864 186,791 SH   SOLE   186,791 0 0
NATERA INC COM 632307104   3,063,930 21,667 SH   SOLE   21,667 0 0
NATIONAL BEVERAGE CORP COM 635017106   1,193,984 28,743 SH   SOLE   28,743 0 0
NEWELL BRANDS INC COM 651229106   154,634 24,941 SH   SOLE   24,941 0 0
NEWS CORP NEW CL A 65249B109   9,606,292 352,913 SH   SOLE   352,913 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   1,889,875 10,545 SH   SOLE   10,545 0 0
NEXTERA ENERGY INC COM 65339F101   644,461 9,091 SH   SOLE   9,091 0 0
NEXTRACKER INC CLASS A COM 65290E101   3,064,379 72,719 SH   SOLE   72,719 0 0
NIKE INC CL B 654106103   1,813,560 28,569 SH   SOLE   28,569 0 0
NOBLE CORP PLC ORD SHS A G65431127   219,557 9,264 SH   SOLE   9,264 0 0
NORTHERN OIL & GAS INC COM 665531307   3,739,693 123,708 SH   SOLE   123,708 0 0
NOVA LTD COM M7516K103   388,936 2,110 SH   SOLE   2,110 0 0
NUCOR CORP COM 670346105   6,462,860 53,705 SH   SOLE   53,705 0 0
NXP SEMICONDUCTORS N V COM N6596X109   362,254 1,906 SH   SOLE   1,906 0 0
OKTA INC CL A 679295105   931,197 8,850 SH   SOLE   8,850 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   879,333 7,557 SH   SOLE   7,557 0 0
ON HLDG AG NAMEN AKT A H5919C104   4,013,761 91,388 SH   SOLE   91,388 0 0
ONEOK INC NEW COM 682680103   1,448,414 14,598 SH   SOLE   14,598 0 0
OSCAR HEALTH INC CL A 687793109   523,889 39,961 SH   SOLE   39,961 0 0
OSHKOSH CORP COM 688239201   3,369,381 35,814 SH   SOLE   35,814 0 0
OVINTIV INC COM 69047Q102   3,610,822 84,365 SH   SOLE   84,365 0 0
OWENS CORNING NEW COM 690742101   1,951,207 13,662 SH   SOLE   13,662 0 0
PALO ALTO NETWORKS INC COM 697435105   2,594,752 15,206 SH   SOLE   15,206 0 0
PALOMAR HLDGS INC COM 69753M105   416,175 3,036 SH   SOLE   3,036 0 0
PATTERSON-UTI ENERGY INC COM 703481101   681,117 82,861 SH   SOLE   82,861 0 0
PAYCHEX INC COM 704326107   9,623,369 62,376 SH   SOLE   62,376 0 0
PAYPAL HLDGS INC COM 70450Y103   1,283,272 19,667 SH   SOLE   19,667 0 0
PEGASYSTEMS INC COM 705573103   543,368 7,816 SH   SOLE   7,816 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   2,041,727 323,058 SH   SOLE   323,058 0 0
PEPSICO INC COM 713448108   4,788,934 31,939 SH   SOLE   31,939 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   4,019,090 290,187 SH   SOLE   290,187 0 0
PERRIGO CO PLC SHS G97822103   998,532 35,611 SH   SOLE   35,611 0 0
PFIZER INC COM 717081103   4,642,111 183,193 SH   SOLE   183,193 0 0
PJT PARTNERS INC COM CL A 69343T107   4,229,745 30,677 SH   SOLE   30,677 0 0
POOL CORP COM 73278L105   1,993,826 6,263 SH   SOLE   6,263 0 0
POPULAR INC COM NEW 733174700   1,781,725 19,289 SH   SOLE   19,289 0 0
POST HLDGS INC COM 737446104   2,057,478 17,682 SH   SOLE   17,682 0 0
PPG INDS INC COM 693506107   411,265 3,761 SH   SOLE   3,761 0 0
PRIMORIS SVCS CORP COM 74164F103   3,564,644 62,091 SH   SOLE   62,091 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   460,660 5,460 SH   SOLE   5,460 0 0
PROCTER AND GAMBLE CO COM 742718109   3,232,186 18,966 SH   SOLE   18,966 0 0
PROGRESS SOFTWARE CORP COM 743312100   331,003 6,426 SH   SOLE   6,426 0 0
PROGRESSIVE CORP COM 743315103   2,120,594 7,493 SH   SOLE   7,493 0 0
PROLOGIS INC. COM 74340W103   670,405 5,997 SH   SOLE   5,997 0 0
PULTE GROUP INC COM 745867101   539,803 5,251 SH   SOLE   5,251 0 0
QUALYS INC COM 74758T303   1,655,098 13,143 SH   SOLE   13,143 0 0
QXO INC COM NEW 82846H405   291,300 21,514 SH   SOLE   21,514 0 0
RALPH LAUREN CORP CL A 751212101   658,909 2,985 SH   SOLE   2,985 0 0
RANGE RES CORP COM 75281A109   551,753 13,818 SH   SOLE   13,818 0 0
REGENERON PHARMACEUTICALS COM 75886F107   407,176 642 SH   SOLE   642 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   2,267,373 104,343 SH   SOLE   104,343 0 0
REMITLY GLOBAL INC COM 75960P104   1,247,626 59,982 SH   SOLE   59,982 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   316,080 1,317 SH   SOLE   1,317 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106   602,155 25,237 SH   SOLE   25,237 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105   319,780 6,037 SH   SOLE   6,037 0 0
RINGCENTRAL INC CL A 76680R206   1,074,015 43,377 SH   SOLE   43,377 0 0
ROBINHOOD MKTS INC COM CL A 770700102   378,825 9,102 SH   SOLE   9,102 0 0
ROCKET LAB USA INC COM 773122106   1,223,689 68,439 SH   SOLE   68,439 0 0
ROCKWELL AUTOMATION INC COM 773903109   6,776,791 26,228 SH   SOLE   26,228 0 0
ROKU INC COM CL A 77543R102   1,961,331 27,844 SH   SOLE   27,844 0 0
ROLLINS INC COM 775711104   6,530,336 120,865 SH   SOLE   120,865 0 0
RUSH ENTERPRISES INC CL A 781846209   895,899 16,774 SH   SOLE   16,774 0 0
S&P GLOBAL INC COM 78409V104   772,820 1,521 SH   SOLE   1,521 0 0
SAMSARA INC COM CL A 79589L106   2,737,299 71,414 SH   SOLE   71,414 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   216,050 982 SH   SOLE   982 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   3,512,030 31,282 SH   SOLE   31,282 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   1,887,448 34,386 SH   SOLE   34,386 0 0
SEALED AIR CORP NEW COM 81211K100   364,371 12,608 SH   SOLE   12,608 0 0
SEI INVTS CO COM 784117103   2,498,289 32,182 SH   SOLE   32,182 0 0
SEMTECH CORP COM 816850101   856,698 24,904 SH   SOLE   24,904 0 0
SILGAN HLDGS INC COM 827048109   843,838 16,507 SH   SOLE   16,507 0 0
SIMPSON MFG INC COM 829073105   551,979 3,514 SH   SOLE   3,514 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   278,836 14,033 SH   SOLE   14,033 0 0
SKECHERS U S A INC CL A 830566105   2,986,117 52,591 SH   SOLE   52,591 0 0
SKYWEST INC COM 830879102   1,959,272 22,425 SH   SOLE   22,425 0 0
SL GREEN RLTY CORP COM 78440X887   874,386 15,154 SH   SOLE   15,154 0 0
SLM CORP COM 78442P106   294,082 10,013 SH   SOLE   10,013 0 0
SMUCKER J M CO COM NEW 832696405   2,340,729 19,768 SH   SOLE   19,768 0 0
SNAP ON INC COM 833034101   459,345 1,363 SH   SOLE   1,363 0 0
SNOWFLAKE INC CL A 833445109   320,383 2,192 SH   SOLE   2,192 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   4,618,964 77,137 SH   SOLE   77,137 0 0
SONOCO PRODS CO COM 835495102   1,728,181 36,583 SH   SOLE   36,583 0 0
SOUNDHOUND AI INC CLASS A COM 836100107   317,135 39,056 SH   SOLE   39,056 0 0
SOUTHERN COPPER CORP COM 84265V105   1,060,678 11,349 SH   SOLE   11,349 0 0
SOUTHSTATE CORPORATION COM 840441109   1,149,854 12,388 SH   SOLE   12,388 0 0
SOUTHWEST AIRLS CO COM 844741108   3,649,508 108,681 SH   SOLE   108,681 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107   321,487 7,285 SH   SOLE   7,285 0 0
SPX TECHNOLOGIES INC COM 78473E103   320,018 2,485 SH   SOLE   2,485 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   5,349,846 64,047 SH   SOLE   64,047 0 0
STEEL DYNAMICS INC COM 858119100   606,638 4,850 SH   SOLE   4,850 0 0
STERLING INFRASTRUCTURE INC COM 859241101   2,824,590 24,950 SH   SOLE   24,950 0 0
STONECO LTD COM CL A G85158106   2,171,246 207,180 SH   SOLE   207,180 0 0
STRYKER CORPORATION COM 863667101   1,097,393 2,948 SH   SOLE   2,948 0 0
SUN CMNTYS INC COM 866674104   345,527 2,686 SH   SOLE   2,686 0 0
SYMBOTIC INC CLASS A COM 87151X101   702,601 34,765 SH   SOLE   34,765 0 0
SYNCHRONY FINANCIAL COM 87165B103   2,889,148 54,574 SH   SOLE   54,574 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,962,639 14,295 SH   SOLE   14,295 0 0
TANGER INC COM 875465106   255,250 7,554 SH   SOLE   7,554 0 0
TAYLOR MORRISON HOME CORP COM 87724P106   970,607 16,166 SH   SOLE   16,166 0 0
TECHNIPFMC PLC COM G87110105   567,663 17,913 SH   SOLE   17,913 0 0
TERADYNE INC COM 880770102   2,711,180 32,823 SH   SOLE   32,823 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   841,421 11,264 SH   SOLE   11,264 0 0
TEXAS ROADHOUSE INC COM 882681109   290,603 1,744 SH   SOLE   1,744 0 0
THE TRADE DESK INC COM CL A 88339J105   565,258 10,330 SH   SOLE   10,330 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,233,902 6,499 SH   SOLE   6,499 0 0
THOR INDS INC COM 885160101   1,003,724 13,240 SH   SOLE   13,240 0 0
TRAVELERS COMPANIES INC COM 89417E109   239,865 907 SH   SOLE   907 0 0
TWILIO INC CL A 90138F102   2,600,979 26,565 SH   SOLE   26,565 0 0
UIPATH INC CL A 90364P105   5,179,767 502,890 SH   SOLE   502,890 0 0
ULTA BEAUTY INC COM 90384S303   3,264,772 8,907 SH   SOLE   8,907 0 0
UMB FINL CORP COM 902788108   3,216,092 31,811 SH   SOLE   31,811 0 0
UNDER ARMOUR INC CL A 904311107   945,294 151,247 SH   SOLE   151,247 0 0
UNION PAC CORP COM 907818108   1,261,758 5,341 SH   SOLE   5,341 0 0
UNITED PARCEL SERVICE INC CL B 911312106   3,642,099 33,113 SH   SOLE   33,113 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   429,728 1,394 SH   SOLE   1,394 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   606,917 3,230 SH   SOLE   3,230 0 0
URBAN OUTFITTERS INC COM 917047102   269,231 5,138 SH   SOLE   5,138 0 0
US BANCORP DEL COM NEW 902973304   6,805,611 161,194 SH   SOLE   161,194 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109   291,935 53,468 SH   SOLE   53,468 0 0
VAIL RESORTS INC COM 91879Q109   8,162,940 51,012 SH   SOLE   51,012 0 0
VALARIS LTD CL A G9460G101   921,354 23,468 SH   SOLE   23,468 0 0
VALERO ENERGY CORP COM 91913Y100   1,408,262 10,663 SH   SOLE   10,663 0 0
VALMONT INDS INC COM 920253101   2,912,486 10,206 SH   SOLE   10,206 0 0
VALVOLINE INC COM 92047W101   211,471 6,075 SH   SOLE   6,075 0 0
VEEVA SYS INC CL A COM 922475108   2,849,976 12,304 SH   SOLE   12,304 0 0
VERICEL CORP COM 92346J108   536,957 12,034 SH   SOLE   12,034 0 0
VIRTU FINL INC CL A 928254101   204,552 5,366 SH   SOLE   5,366 0 0
VULCAN MATLS CO COM 929160109   305,156 1,308 SH   SOLE   1,308 0 0
WATERS CORP COM 941848103   6,530,692 17,719 SH   SOLE   17,719 0 0
WATSCO INC COM 942622200   568,279 1,118 SH   SOLE   1,118 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   1,517,573 7,442 SH   SOLE   7,442 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   563,453 10,522 SH   SOLE   10,522 0 0
WEBSTER FINL CORP COM 947890109   283,731 5,504 SH   SOLE   5,504 0 0
WELLS FARGO CO NEW COM 949746101   3,742,197 52,127 SH   SOLE   52,127 0 0
WESCO INTL INC COM 95082P105   2,147,488 13,828 SH   SOLE   13,828 0 0
WEX INC COM 96208T104   306,974 1,955 SH   SOLE   1,955 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   293,503 10,024 SH   SOLE   10,024 0 0
WILLIAMS COS INC COM 969457100   963,451 16,122 SH   SOLE   16,122 0 0
WILLIAMS SONOMA INC COM 969904101   4,834,698 30,580 SH   SOLE   30,580 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   277,795 822 SH   SOLE   822 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   257,260 25,726 SH   SOLE   25,726 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   351,930 10,671 SH   SOLE   10,671 0 0