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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,077,143 24,038 SH   SOLE   24,038 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   6,059,696 20,274 SH   SOLE   20,274 0 0
ADOBE INC COM 00724F101   2,212,567 5,719 SH   SOLE   5,719 0 0
ADTALEM GLOBAL ED INC COM 00737L103   2,106,165 16,554 SH   SOLE   16,554 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   284,623 2,478 SH   SOLE   2,478 0 0
AECOM COM 00766T100   295,355 2,617 SH   SOLE   2,617 0 0
AERCAP HOLDINGS NV SHS N00985106   437,580 3,740 SH   SOLE   3,740 0 0
AGCO CORP COM 001084102   698,187 6,768 SH   SOLE   6,768 0 0
AIRBNB INC COM CL A 009066101   3,584,561 27,086 SH   SOLE   27,086 0 0
ALBEMARLE CORP COM 012653101   2,367,610 37,779 SH   SOLE   37,779 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104   905,926 64,709 SH   SOLE   64,709 0 0
ALPHABET INC CAP STK CL A 02079K305   4,126,073 23,413 SH   SOLE   23,413 0 0
AMCOR PLC ORD G0250X107   887,837 96,609 SH   SOLE   96,609 0 0
AMDOCS LTD SHS G02602103   307,023 3,365 SH   SOLE   3,365 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   242,679 6,728 SH   SOLE   6,728 0 0
AMERICAN TOWER CORP NEW COM 03027X100   375,734 1,700 SH   SOLE   1,700 0 0
AMGEN INC COM 031162100   1,589,822 5,694 SH   SOLE   5,694 0 0
ANALOG DEVICES INC COM 032654105   346,319 1,455 SH   SOLE   1,455 0 0
APPLE INC COM 037833100   8,162,278 39,783 SH   SOLE   39,783 0 0
APPLIED MATLS INC COM 038222105   514,976 2,813 SH   SOLE   2,813 0 0
APTARGROUP INC COM 038336103   761,971 4,871 SH   SOLE   4,871 0 0
APTIV PLC COM SHS G3265R107   331,549 4,860 SH   SOLE   4,860 0 0
ARCHER AVIATION INC COM CL A 03945R102   2,176,119 200,564 SH   SOLE   200,564 0 0
ARCOSA INC COM 039653100   310,335 3,579 SH   SOLE   3,579 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   3,862,533 22,301 SH   SOLE   22,301 0 0
ASANA INC CL A 04342Y104   779,814 57,764 SH   SOLE   57,764 0 0
ASHLAND INC COM 044186104   530,856 10,558 SH   SOLE   10,558 0 0
ASTERA LABS INC COM 04626A103   633,844 7,010 SH   SOLE   7,010 0 0
AT&T INC COM 00206R102   2,233,850 77,189 SH   SOLE   77,189 0 0
AURORA INNOVATION INC CLASS A COM 051774107   74,633 14,243 SH   SOLE   14,243 0 0
AVERY DENNISON CORP COM 053611109   898,933 5,123 SH   SOLE   5,123 0 0
AXALTA COATING SYS LTD COM G0750C108   2,681,363 90,312 SH   SOLE   90,312 0 0
AXOS FINANCIAL INC COM 05465C100   2,705,579 35,581 SH   SOLE   35,581 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,551,057 17,024 SH   SOLE   17,024 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   4,133,327 87,831 SH   SOLE   87,831 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   524,382 9,052 SH   SOLE   9,052 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,673,879 7,563 SH   SOLE   7,563 0 0
BIOGEN INC COM 09062X103   1,109,839 8,837 SH   SOLE   8,837 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   3,597,732 65,449 SH   SOLE   65,449 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104   2,265,820 158,007 SH   SOLE   158,007 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   598,985 4,673 SH   SOLE   4,673 0 0
BOOT BARN HLDGS INC COM 099406100   206,568 1,359 SH   SOLE   1,359 0 0
BORGWARNER INC COM 099724106   1,708,116 51,019 SH   SOLE   51,019 0 0
BOX INC CL A 10316T104   426,442 12,480 SH   SOLE   12,480 0 0
BRAZE INC COM CL A 10576N102   1,131,531 40,268 SH   SOLE   40,268 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   3,017,573 24,416 SH   SOLE   24,416 0 0
BRINKER INTL INC COM 109641100   2,647,425 14,681 SH   SOLE   14,681 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   571,589 12,348 SH   SOLE   12,348 0 0
BROWN FORMAN CORP CL B 115637209   233,660 8,683 SH   SOLE   8,683 0 0
BUNGE GLOBAL SA COM SHS H11356104   679,891 8,469 SH   SOLE   8,469 0 0
BXP INC COM 101121101   337,552 5,003 SH   SOLE   5,003 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   6,099,158 63,566 SH   SOLE   63,566 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   890,245 2,889 SH   SOLE   2,889 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   2,207,642 48,339 SH   SOLE   48,339 0 0
CARGURUS INC COM CL A 141788109   4,997,439 149,311 SH   SOLE   149,311 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,898,160 103,064 SH   SOLE   103,064 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   840,953 11,490 SH   SOLE   11,490 0 0
CASEYS GEN STORES INC COM 147528103   1,867,078 3,659 SH   SOLE   3,659 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   1,492,418 68,775 SH   SOLE   68,775 0 0
CAVA GROUP INC COM 148929102   1,597,843 18,970 SH   SOLE   18,970 0 0
CELSIUS HLDGS INC COM NEW 15118V207   1,809,210 39,000 SH   SOLE   39,000 0 0
CENCORA INC COM 03073E105   5,812,892 19,386 SH   SOLE   19,386 0 0
CENTENE CORP DEL COM 15135B101   2,423,982 44,657 SH   SOLE   44,657 0 0
CHENIERE ENERGY INC COM NEW 16411R208   741,031 3,043 SH   SOLE   3,043 0 0
CIRRUS LOGIC INC COM 172755100   275,233 2,640 SH   SOLE   2,640 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   406,470 14,770 SH   SOLE   14,770 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   439,061 20,021 SH   SOLE   20,021 0 0
CLOROX CO DEL COM 189054109   5,461,744 45,488 SH   SOLE   45,488 0 0
CMS ENERGY CORP COM 125896100   428,358 6,183 SH   SOLE   6,183 0 0
CNO FINL GROUP INC COM 12621E103   233,640 6,056 SH   SOLE   6,056 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   556,413 6,001 SH   SOLE   6,001 0 0
COHERENT CORP COM 19247G107   290,557 3,257 SH   SOLE   3,257 0 0
COMMERCIAL METALS CO COM 201723103   825,405 16,876 SH   SOLE   16,876 0 0
CONAGRA BRANDS INC COM 205887102   4,056,090 198,148 SH   SOLE   198,148 0 0
CONSOLIDATED EDISON INC COM 209115104   743,192 7,406 SH   SOLE   7,406 0 0
COPART INC COM 217204106   236,321 4,816 SH   SOLE   4,816 0 0
CRH PLC ORD G25508105   1,045,786 11,392 SH   SOLE   11,392 0 0
CROCS INC COM 227046109   4,503,314 44,464 SH   SOLE   44,464 0 0
CSX CORP COM 126408103   894,519 27,414 SH   SOLE   27,414 0 0
CULLEN FROST BANKERS INC COM 229899109   344,102 2,677 SH   SOLE   2,677 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   466,284 1,146 SH   SOLE   1,146 0 0
D R HORTON INC COM 23331A109   1,349,663 10,469 SH   SOLE   10,469 0 0
DANAHER CORPORATION COM 235851102   910,067 4,607 SH   SOLE   4,607 0 0
DAYFORCE INC COM 15677J108   218,735 3,949 SH   SOLE   3,949 0 0
DEERE & CO COM 244199105   4,995,406 9,824 SH   SOLE   9,824 0 0
DELL TECHNOLOGIES INC CL C 24703L202   6,346,144 51,763 SH   SOLE   51,763 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   362,801 7,377 SH   SOLE   7,377 0 0
DENTSPLY SIRONA INC COM 24906P109   502,935 31,671 SH   SOLE   31,671 0 0
DEXCOM INC COM 252131107   1,549,921 17,756 SH   SOLE   17,756 0 0
DICKS SPORTING GOODS INC COM 253393102   5,336,518 26,978 SH   SOLE   26,978 0 0
DLOCAL LTD CLASS A COM G29018101   194,005 17,108 SH   SOLE   17,108 0 0
DOXIMITY INC CL A 26622P107   3,658,808 59,648 SH   SOLE   59,648 0 0
DROPBOX INC CL A 26210C104   466,981 16,328 SH   SOLE   16,328 0 0
DUOLINGO INC CL A COM 26603R106   5,148,621 12,557 SH   SOLE   12,557 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,114,081 30,822 SH   SOLE   30,822 0 0
DUTCH BROS INC CL A 26701L100   1,200,509 17,559 SH   SOLE   17,559 0 0
E L F BEAUTY INC COM 26856L103   3,859,258 31,013 SH   SOLE   31,013 0 0
EASTMAN CHEM CO COM 277432100   427,876 5,731 SH   SOLE   5,731 0 0
EBAY INC. COM 278642103   3,928,584 52,761 SH   SOLE   52,761 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   416,648 29,177 SH   SOLE   29,177 0 0
ELASTIC N V ORD SHS N14506104   837,819 9,935 SH   SOLE   9,935 0 0
ELECTRONIC ARTS INC COM 285512109   2,183,259 13,671 SH   SOLE   13,671 0 0
ELI LILLY & CO COM 532457108   267,379 343 SH   SOLE   343 0 0
ENCOMPASS HEALTH CORP COM 29261A100   3,314,198 27,026 SH   SOLE   27,026 0 0
ENOVA INTL INC COM 29357K103   444,742 3,988 SH   SOLE   3,988 0 0
ENPHASE ENERGY INC COM 29355A107   660,886 16,668 SH   SOLE   16,668 0 0
EQUINIX INC COM 29444U700   280,005 352 SH   SOLE   352 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   250,185 3,707 SH   SOLE   3,707 0 0
ETSY INC COM 29786A106   2,066,742 41,203 SH   SOLE   41,203 0 0
EVERCORE INC CLASS A 29977A105   3,832,124 14,192 SH   SOLE   14,192 0 0
EVERSOURCE ENERGY COM 30040W108   376,058 5,911 SH   SOLE   5,911 0 0
EXACT SCIENCES CORP COM 30063P105   546,757 10,289 SH   SOLE   10,289 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   774,371 26,411 SH   SOLE   26,411 0 0
EXELIXIS INC COM 30161Q104   5,249,773 119,110 SH   SOLE   119,110 0 0
EXLSERVICE HOLDINGS INC COM 302081104   570,715 13,033 SH   SOLE   13,033 0 0
EXPAND ENERGY CORPORATION COM 165167735   3,546,206 30,325 SH   SOLE   30,325 0 0
EXPEDIA GROUP INC COM NEW 30212P303   3,878,797 22,995 SH   SOLE   22,995 0 0
EXXON MOBIL CORP COM 30231G102   2,811,532 26,081 SH   SOLE   26,081 0 0
FACTSET RESH SYS INC COM 303075105   793,027 1,773 SH   SOLE   1,773 0 0
FEDEX CORP COM 31428X106   1,516,158 6,670 SH   SOLE   6,670 0 0
FIFTH THIRD BANCORP COM 316773100   5,143,060 125,044 SH   SOLE   125,044 0 0
FIRST BANCORP P R COM NEW 318672706   2,523,513 121,148 SH   SOLE   121,148 0 0
FLAGSTAR FINANCIAL INC COM NEW 649445400   3,114,004 293,774 SH   SOLE   293,774 0 0
FORTIVE CORP COM 34959J108   661,790 12,695 SH   SOLE   12,695 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,651,286 61,160 SH   SOLE   61,160 0 0
FRESHWORKS INC CLASS A COM 358054104   1,654,712 110,980 SH   SOLE   110,980 0 0
FRONTLINE PLC COM M46528101   404,129 24,627 SH   SOLE   24,627 0 0
FS KKR CAP CORP COM 302635206   1,198,894 57,778 SH   SOLE   57,778 0 0
FULLER H B CO COM 359694106   1,946,875 32,367 SH   SOLE   32,367 0 0
GARMIN LTD SHS H2906T109   5,822,662 27,897 SH   SOLE   27,897 0 0
GARTNER INC COM 366651107   3,463,761 8,569 SH   SOLE   8,569 0 0
GE AEROSPACE COM NEW 369604301   2,543,785 9,883 SH   SOLE   9,883 0 0
GENERAL MTRS CO COM 37045V100   698,241 14,189 SH   SOLE   14,189 0 0
GENTEX CORP COM 371901109   1,219,587 55,461 SH   SOLE   55,461 0 0
GITLAB INC CLASS A COM 37637K108   3,535,677 78,379 SH   SOLE   78,379 0 0
GLOBAL E ONLINE LTD SHS M5216V106   2,690,378 80,214 SH   SOLE   80,214 0 0
GLOBAL PMTS INC COM 37940X102   1,940,970 24,250 SH   SOLE   24,250 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   208,343 5,454 SH   SOLE   5,454 0 0
GLOBALSTAR INC COM NEW 378973507   200,717 8,523 SH   SOLE   8,523 0 0
GOLAR LNG LTD SHS G9456A100   243,392 5,909 SH   SOLE   5,909 0 0
GRAINGER W W INC COM 384802104   2,180,343 2,096 SH   SOLE   2,096 0 0
GREIF INC CL A 397624107   254,631 3,918 SH   SOLE   3,918 0 0
HASBRO INC COM 418056107   7,237,830 98,047 SH   SOLE   98,047 0 0
HECLA MNG CO COM 422704106   1,290,180 215,389 SH   SOLE   215,389 0 0
HEICO CORP NEW COM 422806109   999,416 3,047 SH   SOLE   3,047 0 0
HEXCEL CORP NEW COM 428291108   928,357 16,434 SH   SOLE   16,434 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   454,183 9,111 SH   SOLE   9,111 0 0
HOME BANCSHARES INC COM 436893200   1,883,881 66,194 SH   SOLE   66,194 0 0
HOME DEPOT INC COM 437076102   6,992,925 19,073 SH   SOLE   19,073 0 0
HUMANA INC COM 444859102   334,449 1,368 SH   SOLE   1,368 0 0
HUNTINGTON BANCSHARES INC COM 446150104   6,922,282 413,024 SH   SOLE   413,024 0 0
IDEX CORP COM 45167R104   710,005 4,044 SH   SOLE   4,044 0 0
ILLUMINA INC COM 452327109   1,939,590 20,329 SH   SOLE   20,329 0 0
IMMUNOVANT INC COM 45258J102   721,616 45,101 SH   SOLE   45,101 0 0
INGREDION INC COM 457187102   2,125,844 15,675 SH   SOLE   15,675 0 0
INSPIRE MED SYS INC COM 457730109   1,817,429 14,005 SH   SOLE   14,005 0 0
INSULET CORP COM 45784P101   613,908 1,954 SH   SOLE   1,954 0 0
INTAPP INC COM 45827U109   356,849 6,913 SH   SOLE   6,913 0 0
INTERDIGITAL INC COM 45867G101   5,262,454 23,469 SH   SOLE   23,469 0 0
INTERNATIONAL BANCSHARES COR COM 459044103   435,635 6,545 SH   SOLE   6,545 0 0
INTERNATIONAL PAPER CO COM 460146103   1,409,255 30,093 SH   SOLE   30,093 0 0
INTERPARFUMS INC COM 458334109   613,874 4,675 SH   SOLE   4,675 0 0
IONIS PHARMACEUTICALS INC COM 462222100   683,760 17,306 SH   SOLE   17,306 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   2,387,458 15,507 SH   SOLE   15,507 0 0
ITRON INC COM 465741106   4,993,647 37,937 SH   SOLE   37,937 0 0
JABIL INC COM 466313103   6,241,150 28,616 SH   SOLE   28,616 0 0
JFROG LTD ORD SHS M6191J100   1,790,874 40,813 SH   SOLE   40,813 0 0
JPMORGAN CHASE & CO. COM 46625H100   2,186,211 7,541 SH   SOLE   7,541 0 0
KBR INC COM 48242W106   201,588 4,205 SH   SOLE   4,205 0 0
KEMPER CORP COM 488401100   410,926 6,367 SH   SOLE   6,367 0 0
KENVUE INC COM 49177J102   2,576,588 123,105 SH   SOLE   123,105 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   6,502,784 39,685 SH   SOLE   39,685 0 0
KIMBERLY-CLARK CORP COM 494368103   2,908,693 22,562 SH   SOLE   22,562 0 0
KKR & CO INC COM 48251W104   3,438,160 25,845 SH   SOLE   25,845 0 0
KLA CORP COM NEW 482480100   1,405,416 1,569 SH   SOLE   1,569 0 0
KONTOOR BRANDS INC COM 50050N103   2,515,304 38,128 SH   SOLE   38,128 0 0
KORN FERRY COM NEW 500643200   543,155 7,407 SH   SOLE   7,407 0 0
KRAFT HEINZ CO COM 500754106   1,188,391 46,026 SH   SOLE   46,026 0 0
KROGER CO COM 501044101   7,709,469 107,479 SH   SOLE   107,479 0 0
KRYSTAL BIOTECH INC COM 501147102   1,999,493 14,546 SH   SOLE   14,546 0 0
KYMERA THERAPEUTICS INC COM 501575104   258,742 5,929 SH   SOLE   5,929 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   5,966,586 142,197 SH   SOLE   142,197 0 0
LAS VEGAS SANDS CORP COM 517834107   1,389,318 31,931 SH   SOLE   31,931 0 0
LEAR CORP COM NEW 521865204   2,142,464 22,557 SH   SOLE   22,557 0 0
LIGHT & WONDER INC COM 80874P109   757,855 7,873 SH   SOLE   7,873 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   6,240,754 41,253 SH   SOLE   41,253 0 0
LKQ CORP COM 501889208   1,426,402 38,541 SH   SOLE   38,541 0 0
LOCKHEED MARTIN CORP COM 539830109   1,001,309 2,162 SH   SOLE   2,162 0 0
LOWES COS INC COM 548661107   7,031,948 31,694 SH   SOLE   31,694 0 0
LUMEN TECHNOLOGIES INC COM 550241103   133,161 30,402 SH   SOLE   30,402 0 0
LXP INDUSTRIAL TRUST COM 529043101   206,872 25,045 SH   SOLE   25,045 0 0
LYFT INC CL A COM 55087P104   1,329,466 84,357 SH   SOLE   84,357 0 0
M & T BK CORP COM 55261F104   5,132,781 26,459 SH   SOLE   26,459 0 0
MACYS INC COM 55616P104   4,392,124 376,683 SH   SOLE   376,683 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   1,186,630 12,106 SH   SOLE   12,106 0 0
MANHATTAN ASSOCIATES INC COM 562750109   3,143,722 15,920 SH   SOLE   15,920 0 0
MAPLEBEAR INC COM 565394103   1,369,098 30,263 SH   SOLE   30,263 0 0
MASTEC INC COM 576323109   3,150,399 18,485 SH   SOLE   18,485 0 0
MCKESSON CORP COM 58155Q103   5,278,214 7,203 SH   SOLE   7,203 0 0
MEDPACE HLDGS INC COM 58506Q109   3,008,034 9,584 SH   SOLE   9,584 0 0
MERCADOLIBRE INC COM 58733R102   5,441,578 2,082 SH   SOLE   2,082 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,194,055 34,721 SH   SOLE   34,721 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,058,463 29,252 SH   SOLE   29,252 0 0
MICRON TECHNOLOGY INC COM 595112103   6,369,314 51,678 SH   SOLE   51,678 0 0
MICROSOFT CORP COM 594918104   4,391,135 8,828 SH   SOLE   8,828 0 0
MIDDLEBY CORP COM 596278101   255,744 1,776 SH   SOLE   1,776 0 0
MODERNA INC COM 60770K107   1,478,272 53,580 SH   SOLE   53,580 0 0
MONGODB INC CL A 60937P106   4,420,499 21,051 SH   SOLE   21,051 0 0
MOSAIC CO NEW COM 61945C103   3,430,506 94,038 SH   SOLE   94,038 0 0
MURPHY USA INC COM 626755102   2,963,945 7,286 SH   SOLE   7,286 0 0
NATERA INC COM 632307104   629,470 3,726 SH   SOLE   3,726 0 0
NATIONAL BEVERAGE CORP COM 635017106   845,256 19,548 SH   SOLE   19,548 0 0
NEW YORK TIMES CO CL A 650111107   4,883,807 87,242 SH   SOLE   87,242 0 0
NEWMONT CORP COM 651639106   287,164 4,929 SH   SOLE   4,929 0 0
NEWS CORP NEW CL A 65249B109   8,024,430 270,001 SH   SOLE   270,001 0 0
NEXTRACKER INC CLASS A COM 65290E101   4,112,166 75,633 SH   SOLE   75,633 0 0
NORTHERN OIL & GAS INC COM 665531307   1,144,943 40,386 SH   SOLE   40,386 0 0
NOV INC COM 62955J103   183,902 14,795 SH   SOLE   14,795 0 0
NOVA LTD COM M7516K103   580,672 2,110 SH   SOLE   2,110 0 0
NUCOR CORP COM 670346105   6,723,256 51,901 SH   SOLE   51,901 0 0
NVR INC COM 62944T105   509,611 69 SH   SOLE   69 0 0
NXP SEMICONDUCTORS N V COM N6596X109   909,137 4,161 SH   SOLE   4,161 0 0
OCCIDENTAL PETE CORP COM 674599105   3,677,765 87,545 SH   SOLE   87,545 0 0
ODDITY TECH LTD SHS CL A M7518J104   221,127 2,930 SH   SOLE   2,930 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   594,591 4,512 SH   SOLE   4,512 0 0
ON HLDG AG NAMEN AKT A H5919C104   6,657,611 127,908 SH   SOLE   127,908 0 0
ONEOK INC NEW COM 682680103   1,819,696 22,292 SH   SOLE   22,292 0 0
OSHKOSH CORP COM 688239201   1,833,671 16,150 SH   SOLE   16,150 0 0
OVINTIV INC COM 69047Q102   481,028 12,642 SH   SOLE   12,642 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   4,702,358 34,495 SH   SOLE   34,495 0 0
PALOMAR HLDGS INC COM 69753M105   245,412 1,591 SH   SOLE   1,591 0 0
PAYCHEX INC COM 704326107   581,258 3,996 SH   SOLE   3,996 0 0
PAYPAL HLDGS INC COM 70450Y103   565,575 7,610 SH   SOLE   7,610 0 0
PEGASYSTEMS INC COM 705573103   4,489,813 82,945 SH   SOLE   82,945 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   232,583 2,659 SH   SOLE   2,659 0 0
PFIZER INC COM 717081103   4,240,909 174,955 SH   SOLE   174,955 0 0
PHILLIPS 66 COM 718546104   280,832 2,354 SH   SOLE   2,354 0 0
PJT PARTNERS INC COM CL A 69343T107   3,790,610 22,972 SH   SOLE   22,972 0 0
POPULAR INC COM NEW 733174700   2,463,745 22,355 SH   SOLE   22,355 0 0
POST HLDGS INC COM 737446104   1,030,115 9,448 SH   SOLE   9,448 0 0
PRIMORIS SVCS CORP COM 74164F103   3,341,755 42,876 SH   SOLE   42,876 0 0
PROCTER AND GAMBLE CO COM 742718109   2,048,218 12,856 SH   SOLE   12,856 0 0
PROGRESS SOFTWARE CORP COM 743312100   3,586,659 56,182 SH   SOLE   56,182 0 0
PROGRESSIVE CORP COM 743315103   287,408 1,077 SH   SOLE   1,077 0 0
PROLOGIS INC. COM 74340W103   537,479 5,113 SH   SOLE   5,113 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   1,126,458 20,381 SH   SOLE   20,381 0 0
PRUDENTIAL FINL INC COM 744320102   297,072 2,765 SH   SOLE   2,765 0 0
PTC THERAPEUTICS INC COM 69366J200   750,475 15,366 SH   SOLE   15,366 0 0
PURE STORAGE INC CL A 74624M102   6,110,562 106,123 SH   SOLE   106,123 0 0
QUALCOMM INC COM 747525103   1,345,269 8,447 SH   SOLE   8,447 0 0
QUALYS INC COM 74758T303   4,231,095 29,615 SH   SOLE   29,615 0 0
RALPH LAUREN CORP CL A 751212101   347,513 1,267 SH   SOLE   1,267 0 0
REALTY INCOME CORP COM 756109104   481,101 8,351 SH   SOLE   8,351 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   4,943,998 210,204 SH   SOLE   210,204 0 0
RELIANCE INC COM 759509102   365,694 1,165 SH   SOLE   1,165 0 0
REMITLY GLOBAL INC COM 75960P104   3,509,784 186,989 SH   SOLE   186,989 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   125,389 18,146 SH   SOLE   18,146 0 0
REPUBLIC SVCS INC COM 760759100   961,532 3,899 SH   SOLE   3,899 0 0
RH COM 74967X103   3,849,567 20,367 SH   SOLE   20,367 0 0
ROBINHOOD MKTS INC COM CL A 770700102   213,008 2,275 SH   SOLE   2,275 0 0
ROBLOX CORP CL A 771049103   1,096,394 10,422 SH   SOLE   10,422 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,766,148 5,317 SH   SOLE   5,317 0 0
ROKU INC COM CL A 77543R102   1,555,214 17,695 SH   SOLE   17,695 0 0
ROLLINS INC COM 775711104   2,211,833 39,203 SH   SOLE   39,203 0 0
ROPER TECHNOLOGIES INC COM 776696106   656,968 1,159 SH   SOLE   1,159 0 0
ROSS STORES INC COM 778296103   4,333,765 33,969 SH   SOLE   33,969 0 0
ROYAL GOLD INC COM 780287108   251,821 1,416 SH   SOLE   1,416 0 0
RUSH ENTERPRISES INC CL A 781846209   1,163,302 22,584 SH   SOLE   22,584 0 0
SAMSARA INC COM CL A 79589L106   1,669,089 41,958 SH   SOLE   41,958 0 0
SCHWAB CHARLES CORP COM 808513105   3,115,299 34,144 SH   SOLE   34,144 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   1,061,912 9,430 SH   SOLE   9,430 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   2,775,465 42,078 SH   SOLE   42,078 0 0
SEALED AIR CORP NEW COM 81211K100   451,518 14,551 SH   SOLE   14,551 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   521,445 17,318 SH   SOLE   17,318 0 0
SILICON LABORATORIES INC COM 826919102   221,924 1,506 SH   SOLE   1,506 0 0
SKYWEST INC COM 830879102   2,972,126 28,864 SH   SOLE   28,864 0 0
SL GREEN RLTY CORP COM 78440X887   484,306 7,824 SH   SOLE   7,824 0 0
SONOCO PRODS CO COM 835495102   606,355 13,920 SH   SOLE   13,920 0 0
SOTERA HEALTH CO COM 83601L102   206,354 18,557 SH   SOLE   18,557 0 0
SOUNDHOUND AI INC CLASS A COM 836100107   950,474 88,581 SH   SOLE   88,581 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   590,852 770 SH   SOLE   770 0 0
STANLEY BLACK & DECKER INC COM 854502101   395,050 5,831 SH   SOLE   5,831 0 0
STEEL DYNAMICS INC COM 858119100   527,017 4,117 SH   SOLE   4,117 0 0
STERIS PLC SHS USD G8473T100   535,931 2,231 SH   SOLE   2,231 0 0
STERLING INFRASTRUCTURE INC COM 859241101   2,975,956 12,898 SH   SOLE   12,898 0 0
STONECO LTD COM CL A G85158106   2,731,371 170,285 SH   SOLE   170,285 0 0
SYMBOTIC INC CLASS A COM 87151X101   562,354 14,475 SH   SOLE   14,475 0 0
SYNCHRONY FINANCIAL COM 87165B103   283,044 4,241 SH   SOLE   4,241 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   2,128,447 12,619 SH   SOLE   12,619 0 0
TEGNA INC COM 87901J105   390,542 23,302 SH   SOLE   23,302 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   883,643 11,129 SH   SOLE   11,129 0 0
THE CAMPBELLS COMPANY COM 134429109   1,226,674 40,022 SH   SOLE   40,022 0 0
THOR INDS INC COM 885160101   2,521,227 28,389 SH   SOLE   28,389 0 0
TORO CO COM 891092108   285,335 4,037 SH   SOLE   4,037 0 0
TRACTOR SUPPLY CO COM 892356106   6,106,703 115,723 SH   SOLE   115,723 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   836,765 1,913 SH   SOLE   1,913 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,603,640 17,188 SH   SOLE   17,188 0 0
UIPATH INC CL A 90364P105   4,604,928 359,760 SH   SOLE   359,760 0 0
UMB FINL CORP COM 902788108   3,966,740 37,721 SH   SOLE   37,721 0 0
UNDER ARMOUR INC CL A 904311107   2,150,815 314,907 SH   SOLE   314,907 0 0
UNION PAC CORP COM 907818108   973,929 4,233 SH   SOLE   4,233 0 0
UNITED BANKSHARES INC WEST V COM 909907107   873,701 23,983 SH   SOLE   23,983 0 0
UNITED PARCEL SERVICE INC CL B 911312106   844,868 8,370 SH   SOLE   8,370 0 0
UNITED PARKS & RESORTS INC COM 81282V100   934,324 19,816 SH   SOLE   19,816 0 0
UNITED RENTALS INC COM 911363109   3,474,681 4,612 SH   SOLE   4,612 0 0
URBAN OUTFITTERS INC COM 917047102   2,597,948 35,814 SH   SOLE   35,814 0 0
US BANCORP DEL COM NEW 902973304   7,618,607 168,367 SH   SOLE   168,367 0 0
VAIL RESORTS INC COM 91879Q109   2,218,833 14,121 SH   SOLE   14,121 0 0
VALMONT INDS INC COM 920253101   3,296,724 10,095 SH   SOLE   10,095 0 0
VEEVA SYS INC CL A COM 922475108   3,279,228 11,387 SH   SOLE   11,387 0 0
VERTEX INC CL A 92538J106   414,091 11,719 SH   SOLE   11,719 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   3,207,860 279,918 SH   SOLE   279,918 0 0
WASTE MGMT INC DEL COM 94106L109   584,406 2,554 SH   SOLE   2,554 0 0
WATERS CORP COM 941848103   5,258,986 15,067 SH   SOLE   15,067 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   530,877 2,159 SH   SOLE   2,159 0 0
WAYFAIR INC CL A 94419L101   2,929,453 57,283 SH   SOLE   57,283 0 0
WELLS FARGO CO NEW COM 949746101   813,138 10,149 SH   SOLE   10,149 0 0
WIX COM LTD SHS M98068105   953,137 6,015 SH   SOLE   6,015 0 0
WORKDAY INC CL A 98138H101   2,369,040 9,871 SH   SOLE   9,871 0 0
WYNN RESORTS LTD COM 983134107   2,458,369 26,245 SH   SOLE   26,245 0 0
XP INC CL A G98239109   446,056 22,082 SH   SOLE   22,082 0 0
ZOETIS INC CL A 98978V103   3,071,279 19,694 SH   SOLE   19,694 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   1,744,569 22,372 SH   SOLE   22,372 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   860,939 85,073 SH   SOLE   85,073 0 0
ZSCALER INC COM 98980G102   1,824,933 5,813 SH   SOLE   5,813 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   548,294 14,993 SH   SOLE   14,993 0 0