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COM 278642103 293951 6625 SH SOLE 6625 0 0 GLOBUS MED INC CL A 379577208 2355658 41590 SH SOLE 41590 0 0 INTUIT COM 461202103 1044134 2342 SH SOLE 2342 0 0 KELLOGG CO COM 487836108 797895 11916 SH SOLE 11916 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 916596 599 SH SOLE 599 0 0 MONDELEZ INTL INC CL A 609207105 513488 7365 SH SOLE 7365 0 0 NEWPARK RES INC COM PAR $.01NEW 651718504 120936 31412 SH SOLE 31412 0 0 PRICE T ROWE GROUP INC COM 74144T108 1403460 12431 SH SOLE 12431 0 0 PUMA BIOTECHNOLOGY INC COM 74587V107 76045 24610 SH SOLE 24610 0 0 QUALYS INC COM 74758T303 208942 1607 SH SOLE 1607 0 0 RITE AID CORP COM 767754872 123695 55221 SH SOLE 55221 0 0 RLJ LODGING TR COM 74965L101 178970 16884 SH SOLE 16884 0 0 SEA LTD SPONSORD ADS 81141R100 13043431 150704 SH SOLE 150704 0 0 SIGA TECHNOLOGIES INC COM 826917106 129243 22477 SH SOLE 22477 0 0 SKYWEST INC COM 830879102 391167 17644 SH SOLE 17644 0 0 TURTLE BEACH CORP COM NEW 900450206 133146 13288 SH SOLE 13288 0 0 VNET GROUP INC 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BRIGHTHOUSE FINL INC COM 10922N103 1291805 29286 SH SOLE 29286 0 0 CAMECO CORP COM 13321L108 7418044 283456 SH SOLE 283456 0 0 CME GROUP INC COM 12572Q105 11491200 60000 SH SOLE 60000 0 0 CYMABAY THERAPEUTICS INC COM 23257D103 224322 25725 SH SOLE 25725 0 0 DOUYU INTL HLDGS LTD SPONSORED ADS 25985W105 216637 182048 SH SOLE 182048 0 0 FASTENAL CO COM 311900104 1624403 30115 SH SOLE 30115 0 0 GENTEX CORP COM 371901109 366576 13078 SH SOLE 13078 0 0 GOPRO INC CL A 38268T103 115197 22902 SH SOLE 22902 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 497807 13035 SH SOLE 13035 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1486150 192009 SH SOLE 192009 0 0 ISHARES TR MSCI PERU ETF 464289842 496184 16279 SH SOLE 16279 0 0 KOHLS CORP COM 500255104 422284 17939 SH SOLE 17939 0 0 LOCKHEED MARTIN CORP COM 539830109 1860193 3935 SH SOLE 3935 0 0 MEDPACE HLDGS INC COM 58506Q109 359364 1911 SH SOLE 1911 0 0 MGIC INVT CORP WIS COM 552848103 742435 55323 SH SOLE 55323 0 0 NETAPP INC COM 64110D104 1815511 28434 SH SOLE 28434 0 0 NEW RELIC INC COM 64829B100 274281 3643 SH SOLE 3643 0 0 POSEIDA THERAPEUTICS INC COM 73730P108 75793 24608 SH SOLE 24608 0 0 QUDIAN INC ADR 747798106 189587 157989 SH SOLE 157989 0 0 RACKSPACE TECHNOLOGY INC COM 750102105 991356 527317 SH SOLE 527317 0 0 RADIAN GROUP INC COM 750236101 475968 21537 SH SOLE 21537 0 0 RH COM 74967X103 312475 1283 SH SOLE 1283 0 0 RIOT PLATFORMS INC COM 767292105 608950 60956 SH SOLE 60956 0 0 S&P GLOBAL INC COM 78409V104 2032074 5894 SH SOLE 5894 0 0 SANMINA CORPORATION COM 801056102 1161920 19051 SH SOLE 19051 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 251085 14632 SH SOLE 14632 0 0 VISA INC COM CL A 92826C839 10310511 45731 SH SOLE 45731 0 0 YATSEN HLDG LTD ADS 985194109 46694 31550 SH SOLE 31550 0 0 ATEA PHARMACEUTICALS INC COM 04683R106 56943 16998 SH SOLE 16998 0 0 BLACKROCK TCP CAPITAL CORP COM 09259E108 209100 20301 SH SOLE 20301 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2007202 21655 SH SOLE 21655 0 0 CONNS INC COM 208242107 99287 16384 SH SOLE 16384 0 0 CONTAINER STORE GROUP INC COM 210751103 229728 66976 SH SOLE 66976 0 0 CROWN CASTLE INC COM 22822V101 539375 4030 SH SOLE 4030 0 0 DESTINATION XL GROUP INC COM 25065K104 308648 56016 SH SOLE 56016 0 0 DYNE THERAPEUTICS INC COM 26818M108 432012 37501 SH SOLE 37501 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 578397 10646 SH SOLE 10646 0 0 HENRY JACK & ASSOC INC COM 426281101 2403833 15949 SH SOLE 15949 0 0 HOMESTREET INC COM 43785V102 343573 19098 SH SOLE 19098 0 0 ILLINOIS TOOL WKS INC COM 452308109 311373 1279 SH SOLE 1279 0 0 IMMERSION CORP COM 452521107 568092 63545 SH SOLE 63545 0 0 JOHNSON & JOHNSON COM 478160104 4486940 28948 SH SOLE 28948 0 0 KARYOPHARM THERAPEUTICS INC COM 48576U106 916585 235626 SH SOLE 235626 0 0 OIL STS INTL INC COM 678026105 813191 97622 SH SOLE 97622 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 132607 11531 SH SOLE 11531 0 0 SL GREEN RLTY CORP COM 78440X887 424583 18052 SH SOLE 18052 0 0 UMB FINL CORP COM 902788108 434170 7522 SH SOLE 7522 0 0 VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 211761 13950 SH SOLE 13950 0 0 VOYAGER THERAPEUTICS INC COM 92915B106 281908 36564 SH SOLE 36564 0 0 WORLD FUEL SVCS CORP COM 981475106 864254 33826 SH SOLE 33826 0 0 AZENTA INC COM 114340102 307789 6898 SH SOLE 6898 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 690605 9964 SH SOLE 9964 0 0 CARDINAL HEALTH INC COM 14149Y108 1272704 16857 SH SOLE 16857 0 0 CARLYLE SECURED LENDING INC COM 872280102 244874 17979 SH SOLE 17979 0 0 CBRE GROUP INC CL A 12504L109 2305674 31667 SH SOLE 31667 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 515967 7550 SH SOLE 7550 0 0 COLGATE PALMOLIVE CO COM 194162103 2030703 27022 SH SOLE 27022 0 0 DROPBOX INC CL A 26210C104 1162983 53792 SH SOLE 53792 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1399047 16911 SH SOLE 16911 0 0 FIRST SOLAR INC COM 336433107 1875938 8625 SH SOLE 8625 0 0 HORMEL FOODS CORP COM 440452100 2144906 53784 SH SOLE 53784 0 0 INFOSYS LTD SPONSORED ADR 456788108 383558 21993 SH SOLE 21993 0 0 KAMAN CORP COM 483548103 239893 10494 SH SOLE 10494 0 0 LULULEMON ATHLETICA INC COM 550021109 1408323 3867 SH SOLE 3867 0 0 MORNINGSTAR INC COM 617700109 840138 4138 SH SOLE 4138 0 0 NORDSON CORP COM 655663102 1275550 5739 SH SOLE 5739 0 0 OCWEN FINL CORP COM NEW 675746606 282184 10405 SH SOLE 10405 0 0 QUAD / GRAPHICS INC COM CL A 747301109 115843 27003 SH SOLE 27003 0 0 ROBERT HALF INTL INC COM 770323103 1113639 13822 SH SOLE 13822 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 6212250 75000 SH SOLE 75000 0 0 SHELL PLC SPON ADS 780259305 1496040 26000 SH SOLE 26000 0 0 TELEPHONE & DATA SYS INC COM NEW 879433829 1440564 137066 SH SOLE 137066 0 0 THE CIGNA GROUP COM 125523100 1960171 7671 SH SOLE 7671 0 0 UNITED STATES CELLULAR CORP COM 911684108 388936 18762 SH SOLE 18762 0 0 VERISK ANALYTICS INC COM 92345Y106 223901 1167 SH SOLE 1167 0 0 VIMEO INC COMMON STOCK 92719V100 614539 160454 SH SOLE 160454 0 0 Y-MABS THERAPEUTICS INC COM 984241109 215660 43046 SH SOLE 43046 0 0 YELLOW CORP COM 985510106 302143 148839 SH SOLE 148839 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1799850 24375 SH SOLE 24375 0 0 AUTOHOME INC SP ADS RP CL A 05278C107 352807 10541 SH SOLE 10541 0 0 C4 THERAPEUTICS INC COM STK 12529R107 122225 38925 SH SOLE 38925 0 0 CARLISLE COS INC COM 142339100 3092864 13681 SH SOLE 13681 0 0 CHARLES RIV LABS INTL INC COM 159864107 1609716 7976 SH SOLE 7976 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 518210 3850 SH SOLE 3850 0 0 EHEALTH INC COM 28238P109 211077 22551 SH SOLE 22551 0 0 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 1012648 15465 SH SOLE 15465 0 0 FREEPORT-MCMORAN INC CL B 35671D857 121067868 2959371 SH SOLE 2959371 0 0 HESS CORP COM 42809H107 952848 7200 SH SOLE 7200 0 0 KIMBERLY-CLARK CORP COM 494368103 1154829 8604 SH SOLE 8604 0 0 MACROGENICS INC COM 556099109 865907 120768 SH SOLE 120768 0 0 MADISON SQUARE GRDN ENTERTNM CL A 55826T102 324708 5497 SH SOLE 5497 0 0 ON24 INC COM 68339B104 616135 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COM CL A 37247D106 883304 175957 SH SOLE 175957 0 0 GODADDY INC CL A 380237107 897821 11552 SH SOLE 11552 0 0 GREEN DOT CORP CL A 39304D102 1053254 61307 SH SOLE 61307 0 0 HALLADOR ENERGY COMPANY COM 40609P105 420286 45733 SH SOLE 45733 0 0 HELLO GROUP INC ADS 423403104 919655 101061 SH SOLE 101061 0 0 INNOVIVA INC COM 45781M101 268425 23860 SH SOLE 23860 0 0 JACOBS SOLUTIONS INC COM 46982L108 426679 3631 SH SOLE 3631 0 0 LI AUTO INC SPONSORED ADS 50202M102 2038390 81699 SH SOLE 81699 0 0 MERCADOLIBRE INC COM 58733R102 14264045 10822 SH SOLE 10822 0 0 MITEK SYS INC COM NEW 606710200 114294 11918 SH SOLE 11918 0 0 NGM BIOPHARMACEUTICALS INC COM 62921N105 169785 41614 SH SOLE 41614 0 0 PAYCHEX INC COM 704326107 2076371 18120 SH SOLE 18120 0 0 PBF ENERGY INC CL A 69318G106 1390685 32073 SH SOLE 32073 0 0 PNM RES INC COM 69349H107 996723 20475 SH SOLE 20475 0 0 SALESFORCE INC COM 79466L302 6095687 30512 SH SOLE 30512 0 0 SYNOVUS FINL CORP COM NEW 87161C501 256197 8310 SH SOLE 8310 0 0 TECK 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0 0 JOYY INC ADS REPSTG COM A 46591M109 791629 25389 SH SOLE 25389 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1236614 7658 SH SOLE 7658 0 0 LENDINGTREE INC NEW COM 52603B107 223731 8392 SH SOLE 8392 0 0 NASDAQ INC COM 631103108 2218454 40579 SH SOLE 40579 0 0 NATIONAL INSTRS CORP COM 636518102 225782 4308 SH SOLE 4308 0 0 ORGANOGENESIS HLDGS INC COM 68621F102 26212 12306 SH SOLE 12306 0 0 PACCAR INC COM 693718108 1037317 14171 SH SOLE 14171 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 221318 35298 SH SOLE 35298 0 0 RYDER SYS INC COM 783549108 822079 9212 SH SOLE 9212 0 0 SEI INVTS CO COM 784117103 236185 4104 SH SOLE 4104 0 0 SUNRUN INC COM 86771W105 536796 26640 SH SOLE 26640 0 0 UNDER ARMOUR INC CL A 904311107 394594 41580 SH SOLE 41580 0 0 VICOR CORP COM 925815102 335527 7148 SH SOLE 7148 0 0 WALMART INC COM 931142103 547040 3710 SH SOLE 3710 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 1516924 16622 SH SOLE 16622 0 0 ZYMEWORKS INC COM 98985Y108 1091779 120772 SH SOLE 120772 0 0 ASSERTIO HOLDINGS INC COM NEW 04546C205 401304 62999 SH SOLE 62999 0 0 ATARA BIOTHERAPEUTICS INC COM 046513107 305869 105472 SH SOLE 105472 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 869706 48723 SH SOLE 48723 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 365644 8169 SH SOLE 8169 0 0 CDW CORP COM 12514G108 2858452 14667 SH SOLE 14667 0 0 CHIMERIX INC COM 16934W106 215252 170835 SH SOLE 170835 0 0 CHURCHILL DOWNS INC COM 171484108 807908 3143 SH SOLE 3143 0 0 DONALDSON INC COM 257651109 307163 4701 SH SOLE 4701 0 0 DRIL-QUIP INC COM 262037104 692003 24120 SH SOLE 24120 0 0 ECOPETROL S A SPONSORED ADS 279158109 950400 90000 SH SOLE 90000 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 239559 25485 SH SOLE 25485 0 0 FORTIVE CORP COM 34959J108 304993 4474 SH SOLE 4474 0 0 GENERAL DYNAMICS CORP COM 369550108 1182356 5181 SH SOLE 5181 0 0 HONEYWELL INTL INC COM 438516106 1123977 5881 SH SOLE 5881 0 0 INTERCEPT PHARMACEUTICALS IN COM 45845P108 1148856 85544 SH SOLE 85544 0 0 IQVIA HLDGS INC COM 46266C105 3352291 16855 SH SOLE 16855 0 0 JAKKS PAC INC COM NEW 47012E403 308684 17843 SH SOLE 17843 0 0 JEFFERIES FINL GROUP INC COM 47233W109 581604 18324 SH SOLE 18324 0 0 KANDI TECHNOLOGIES GROUP INC COM 483709101 188778 68398 SH SOLE 68398 0 0 KILROY RLTY CORP COM 49427F108 674276 20811 SH SOLE 20811 0 0 KODIAK SCIENCES INC COM 50015M109 286521 46213 SH SOLE 46213 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1067491 4653 SH SOLE 4653 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 290569 35349 SH SOLE 35349 0 0 MOHAWK INDS INC COM 608190104 259971 2594 SH SOLE 2594 0 0 NETFLIX INC COM 64110L106 973563 2818 SH SOLE 2818 0 0 NVIDIA CORPORATION COM 67066G104 5554011 19995 SH SOLE 19995 0 0 OCCIDENTAL PETE CORP COM 674599105 792861 12700 SH SOLE 12700 0 0 ORASURE TECHNOLOGIES INC COM 68554V108 701491 115949 SH SOLE 115949 0 0 ORTHOFIX MED INC COM 68752M108 597221 35655 SH SOLE 35655 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 435514 5738 SH SOLE 5738 0 0 PEABODY ENERGY CORP COM 704551100 5369011 209727 SH SOLE 209727 0 0 PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 122874 16832 SH SOLE 16832 0 0 PROCTER AND GAMBLE CO COM 742718109 1126029 7573 SH SOLE 7573 0 0 QURATE RETAIL INC COM SER A 74915M100 202115 204611 SH SOLE 204611 0 0 REVOLVE GROUP INC CL A 76156B107 399892 15205 SH SOLE 15205 0 0 SANA BIOTECHNOLOGY INC COM 799566104 51140 15639 SH SOLE 15639 0 0 SLM CORP COM 78442P106 441121 35603 SH SOLE 35603 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 271835 664 SH SOLE 664 0 0 TJX COS INC NEW COM 872540109 798959 10196 SH SOLE 10196 0 0 TUTOR PERINI CORP COM 901109108 208589 33807 SH SOLE 33807 0 0 VANDA PHARMACEUTICALS INC COM 921659108 1041477 153384 SH SOLE 153384 0 0 WESTERN UN CO COM 959802109 1348626 120953 SH SOLE 120953 0 0 AUTODESK INC COM 052769106 1604705 7709 SH SOLE 7709 0 0 CARGURUS INC COM CL A 141788109 289559 15501 SH SOLE 15501 0 0 COGNEX CORP COM 192422103 433860 8756 SH SOLE 8756 0 0 COHEN & STEERS INC COM 19247A100 1529987 23921 SH SOLE 23921 0 0 COOPER STD HLDGS INC COM 21676P103 148666 10440 SH SOLE 10440 0 0 CVS HEALTH CORP COM 126650100 715011 9622 SH SOLE 9622 0 0 ENPHASE ENERGY INC COM 29355A107 207757 988 SH SOLE 988 0 0 FOSSIL GROUP INC COM 34988V106 231635 72386 SH SOLE 72386 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 70074 12905 SH SOLE 12905 0 0 KEARNY FINL CORP MD COM 48716P108 198209 24410 SH SOLE 24410 0 0 KELLY SVCS INC CL A 488152208 437279 26358 SH SOLE 26358 0 0 LENNOX INTL INC COM 526107107 787512 3134 SH SOLE 3134 0 0 MASCO CORP COM 574599106 963623 19381 SH SOLE 19381 0 0 MERCK & CO INC COM 58933Y105 365024 3431 SH SOLE 3431 0 0 MSCI INC COM 55354G100 232831 416 SH SOLE 416 0 0 PETCO HEALTH & WELLNESS CO I COM 71601V105 624546 69394 SH SOLE 69394 0 0 RED ROCK RESORTS INC CL A 75700L108 739104 16583 SH SOLE 16583 0 0 ROCKWELL AUTOMATION INC COM 773903109 331599 1130 SH SOLE 1130 0 0 SANGAMO THERAPEUTICS INC COM 800677106 507264 288218 SH SOLE 288218 0 0 TETRA TECH INC NEW COM 88162G103 468349 3188 SH SOLE 3188 0 0 UGI CORP NEW COM 902681105 220031 6330 SH SOLE 6330 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 651097 42279 SH SOLE 42279 0 0