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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,476,244 9,526 SH   SOLE   6,558 0 2,968
ACUITY BRANDS INC COM 00508Y102 BBG001SBG656 1,810,083 8,837 SH   SOLE   8,837 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 409,544 2,912 SH   SOLE   2,912 0 0
ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 3,571,487 32,790 SH   SOLE   15,092 9,228 8,470
ALBANY INTL CORP CL A 012348108 BBG001S5VKN1 6,160,162 62,718 SH   SOLE   28,666 17,867 16,185
ALKERMES PLC SHS G01767105 BBG001S6RXM7 1,458,292 52,570 SH   SOLE   24,170 14,840 13,560
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 BBG001S5N9S0 1,196,486 38,559 SH   SOLE   38,559 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 628,782 3,285 SH   SOLE   3,285 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 401,469 2,874 SH   SOLE   0 0 2,874
AMAZON COM INC COM 023135106 BBG001S5PQL7 656,229 4,319 SH   SOLE   0 0 4,319
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 244,808 1,134 SH   SOLE   0 0 1,134
AMGEN INC COM 031162100 BBG001S5NNL6 922,528 3,203 SH   SOLE   3,044 0 159
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 BBG001SCM4W2 3,903,601 63,114 SH   SOLE   28,285 18,164 16,665
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 422,879 2,441 SH   SOLE   2,441 0 0
APPLE INC COM 037833100 BBG001S5N8V8 251,829 1,308 SH   SOLE   0 0 1,308
ARCBEST CORP COM 03937C105 BBG001S686R2 4,448,852 37,009 SH   SOLE   17,966 9,938 9,105
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 284,619 3,941 SH   SOLE   0 0 3,941
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 BBG001SGT8G5 1,655,276 54,094 SH   SOLE   26,704 14,230 13,160
ASBURY AUTOMOTIVE GROUP INC COM 043436104 BBG001S9B5H5 5,909,287 26,267 SH   SOLE   12,065 7,417 6,785
ATI INC COM 01741R102 BBG001S8WY72 7,146,520 157,170 SH   SOLE   72,280 44,295 40,595
ATKORE INC COM 047649108 BBG001T8LDZ8 5,138,080 32,113 SH   SOLE   14,762 9,046 8,305
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 208,629 1,032 SH   SOLE   1,032 0 0
AXSOME THERAPEUTICS INC COM 05464T104 BBG00B6G7GM6 5,321,865 66,866 SH   SOLE   32,677 17,839 16,350
AZEK CO INC CL A 05478C105 BBG00RP7FY15 3,029,974 79,215 SH   SOLE   36,461 22,329 20,425
BALCHEM CORP COM 057665200 BBG001S5P2R4 4,926,749 33,121 SH   SOLE   15,209 9,367 8,545
BANCORP INC DEL COM 05969A105 BBG001SM71W3 7,183,689 186,299 SH   SOLE   85,705 52,479 48,115
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 4,118,726 74,305 SH   SOLE   36,415 19,785 18,105
BEST BUY INC COM 086516101 BBG001S5P285 1,617,343 20,661 SH   SOLE   20,661 0 0
BIOGEN INC COM 09062X103 BBG001S67826 934,160 3,610 SH   SOLE   3,610 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 679,665 7,049 SH   SOLE   7,049 0 0
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 490,043 6,351 SH   SOLE   5,527 0 824
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 233,110 3,497 SH   SOLE   3,497 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 482,702 3,687 SH   SOLE   0 0 3,687
BOOT BARN HLDGS INC COM 099406100 BBG007D38ZV3 2,168,777 28,254 SH   SOLE   12,975 7,964 7,315
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 421,146 7,285 SH   SOLE   3,549 0 3,736
BRIDGEBIO PHARMA INC COM 10806X102 BBG00P9KDZL5 5,045,604 124,984 SH   SOLE   61,329 33,245 30,410
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG001SR7MB9 427,137 2,076 SH   SOLE   1,672 0 404
BWX TECHNOLOGIES INC COM 05605H100 BBG001SGJPH7 7,527,520 98,104 SH   SOLE   48,661 25,788 23,655
CACI INTL INC CL A 127190304 BBG001SF9NK1 5,121,522 15,814 SH   SOLE   7,675 4,182 3,957
CACTUS INC CL A 127203107 BBG00JRH1Q02 3,567,804 78,586 SH   SOLE   38,466 20,940 19,180
CATALYST PHARMACEUTICALS INC COM 14888U101 BBG001SRHS16 5,176,001 307,912 SH   SOLE   141,750 86,622 79,540
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 BBG001S7QN20 582,486 14,687 SH   SOLE   14,687 0 0
CENCORA INC COM 03073E105 BBG001S8X7P0 217,908 1,061 SH   SOLE   761 0 300
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 1,907,046 23,988 SH   SOLE   23,988 0 0
CHART INDS INC COM 16115Q308 BBG001SQV7W4 7,502,785 55,034 SH   SOLE   27,223 14,451 13,360
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 5,948,042 35,782 SH   SOLE   17,548 9,509 8,725
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 3,960,853 22,697 SH   SOLE   11,953 5,604 5,140
COHEN & STEERS INC COM 19247A100 BBG001S5PZN5 10,287,845 135,849 SH   SOLE   66,980 35,714 33,155
COLUMBIA BKG SYS INC COM 197236102 BBG001S72GJ3 8,957,730 335,747 SH   SOLE   154,585 94,347 86,815
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 4,571,838 22,229 SH   SOLE   10,215 6,294 5,720
CONMED CORP COM 207410101 BBG001S5PZH2 4,281,841 39,100 SH   SOLE   17,960 11,040 10,100
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 2,180,143 18,783 SH   SOLE   18,783 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 BBG00KK0CFZ7 4,281,628 98,383 SH   SOLE   45,285 27,698 25,400
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 3,946,705 202,707 SH   SOLE   90,670 58,457 53,580
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 279,575 1,095 SH   SOLE   0 0 1,095
CYMABAY THERAPEUTICS INC COM 23257D103 BBG005NJY3M3 6,174,622 261,415 SH   SOLE   123,934 71,696 65,785
CYTOKINETICS INC COM NEW 23282W605 BBG001SGMVF2 2,493,929 29,871 SH   SOLE   21,416 4,410 4,045
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 464,559 695 SH   SOLE   695 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 261,830 2,110 SH   SOLE   1,554 0 556
DIAMOND OFFSHORE DRILLING IN COM 25271C201 BBG010JCFCF2 4,859,153 373,781 SH   SOLE   180,325 100,376 93,080
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 320,861 2,069 SH   SOLE   2,069 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 BBG00ZGF6TM7 2,387,822 65,081 SH   SOLE   29,930 18,326 16,825
DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 1,564,945 13,923 SH   SOLE   13,923 0 0
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 5,074,273 35,155 SH   SOLE   17,228 9,352 8,575
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 579,485 8,054 SH   SOLE   8,054 0 0
ELEMENT SOLUTIONS INC COM 28618M106 BBG004KDL523 6,320,344 273,135 SH   SOLE   130,539 74,386 68,210
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 250,870 532 SH   SOLE   376 0 156
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,027,688 1,763 SH   SOLE   836 0 927
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 243,474 2,032 SH   SOLE   2,032 0 0
ESCO TECHNOLOGIES INC COM 296315104 BBG001S6MFD1 4,491,143 38,376 SH   SOLE   17,635 10,831 9,910
EVERCORE INC CLASS A 29977A105 BBG001SC3S41 11,499,350 67,228 SH   SOLE   37,092 15,721 14,415
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 627,128 8,477 SH   SOLE   8,477 0 0
EXTREME NETWORKS COM 30226D106 BBG001S6ZV24 1,468,107 83,226 SH   SOLE   38,293 23,433 21,500
FASTLY INC CL A 31188V100 BBG004NLQHM9 2,154,850 121,059 SH   SOLE   54,165 34,899 31,995
FORESTAR GROUP INC COM 346232101 BBG001S5R9G9 5,757,917 174,113 SH   SOLE   80,115 49,023 44,975
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 3,120,442 32,286 SH   SOLE   14,822 9,124 8,340
FRESHWORKS INC CLASS A COM 358054104 BBG0029KYGM4 4,481,610 190,788 SH   SOLE   87,755 53,743 49,290
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 211,371 814 SH   SOLE   0 0 814
GENWORTH FINL INC COM CL A 37247D106 BBG001SJ0DH8 2,265,669 339,172 SH   SOLE   339,172 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 474,557 5,858 SH   SOLE   5,858 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 BBG001S90195 208,071 8,441 SH   SOLE   8,441 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 352,098 5,757 SH   SOLE   5,757 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 BBG001S8PXF3 1,800,914 22,405 SH   SOLE   22,405 0 0
HEICO CORP NEW CL A 422806208 BBG001S96YM2 395,129 2,774 SH   SOLE   2,774 0 0
HELEN OF TROY LTD COM G4388N106 BBG001S5RVH9 6,370,190 52,729 SH   SOLE   24,249 14,890 13,590
HELLO GROUP INC ADS 423403104 BBG007HTCQV7 130,549 18,784 SH   SOLE   18,784 0 0
HELMERICH & PAYNE INC COM 423452101 BBG001S5RZP1 3,248,391 89,685 SH   SOLE   44,039 23,736 21,910
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 335,481 2,053 SH   SOLE   2,053 0 0
HILTON GRAND VACATIONS INC COM 43283X105 BBG00CBYY6L2 3,299,341 82,114 SH   SOLE   37,900 22,954 21,260
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 374,835 6,926 SH   SOLE   6,926 0 0
ICF INTL INC COM 44925C103 BBG001S6L7P7 7,075,527 52,767 SH   SOLE   25,537 14,200 13,030
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 202,218 772 SH   SOLE   0 0 772
INCYTE CORP COM 45337C102 BBG001S8Q6N2 462,825 7,371 SH   SOLE   7,371 0 0
INDEPENDENT BK CORP MASS COM 453836108 BBG001S5S8F1 9,148,511 139,014 SH   SOLE   68,630 36,544 33,840
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 228,055 676 SH   SOLE   505 0 171
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 387,793 1,676 SH   SOLE   1,051 0 625
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 206,477 745 SH   SOLE   745 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 205,675 1,900 SH   SOLE   1,900 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 316,170 1,155 SH   SOLE   0 0 1,155
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG001SNW8K1 208,485 1,695 SH   SOLE   1,269 0 426
JEFFERIES FINL GROUP INC COM 47233W109 BBG001S5SX02 2,504,531 61,978 SH   SOLE   61,978 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 481,043 2,828 SH   SOLE   0 0 2,828
KARUNA THERAPEUTICS INC COM 48576A100 BBG00NN875H9 934,021 2,951 SH   SOLE   2,951 0 0
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 436,723 1,304 SH   SOLE   1,027 0 277
KNIFE RIVER CORP COMMON STOCK 498894104 BBG002N3N2W8 8,066,018 121,880 SH   SOLE   59,884 32,336 29,660
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 5,551,270 33,363 SH   SOLE   16,148 9,000 8,215
LEONARDO DRS INC COM 52661A108 BBG00ZSB4TT8 9,268,841 462,517 SH   SOLE   212,770 130,307 119,440
LIGHT & WONDER INC COM 80874P109 BBG00JR5MM40 6,848,385 83,405 SH   SOLE   39,160 23,075 21,170
LITHIA MTRS INC COM 536797103 BBG001SC88P7 317,097 963 SH   SOLE   963 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 293,098 1,317 SH   SOLE   0 0 1,317
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 2,614,405 28,127 SH   SOLE   12,947 7,935 7,245
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 2,134,018 9,223 SH   SOLE   4,634 2,379 2,210
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 BBG001V0GHW2 252,802 2,978 SH   SOLE   2,978 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 226,050 530 SH   SOLE   0 0 530
MCDONALDS CORP COM 580135101 BBG001S5T110 324,085 1,093 SH   SOLE   0 0 1,093
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 219,453 474 SH   SOLE   344 0 130
MDU RES GROUP INC COM 552690109 BBG001S5T2W4 221,621 11,193 SH   SOLE   11,193 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 838,255 7,689 SH   SOLE   3,527 0 4,162
MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 5,841,971 33,536 SH   SOLE   15,431 9,440 8,665
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,373,131 4,375 SH   SOLE   0 0 4,375
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 640,749 4,863 SH   SOLE   4,863 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 232,931 1,486 SH   SOLE   1,486 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 6,294,625 134,357 SH   SOLE   65,828 35,744 32,785
NOVANTA INC COM 67000B104 BBG001S6MRJ9 3,508,317 20,832 SH   SOLE   9,597 5,825 5,410
NUTANIX INC CL A 67059N108 BBG001V13SG8 239,118 5,014 SH   SOLE   5,014 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 771,058 1,557 SH   SOLE   0 0 1,557
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 3,700,333 24,201 SH   SOLE   11,651 6,545 6,005
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 4,697,700 139,439 SH   SOLE   67,465 37,594 34,380
OWENS CORNING NEW COM 690742101 BBG001SQ7PD2 1,362,530 9,192 SH   SOLE   9,192 0 0
OXFORD INDS INC COM 691497309 BBG001S5TZF0 2,279,800 22,798 SH   SOLE   10,495 6,433 5,870
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 BBG001SS9G64 4,103,150 418,262 SH   SOLE   187,155 120,552 110,555
PACKAGING CORP AMER COM 695156109 BBG001S5V741 263,263 1,616 SH   SOLE   0 0 1,616
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 340,586 1,155 SH   SOLE   0 0 1,155
PATHWARD FINANCIAL INC COM 59100U108 BBG001S7G4Q7 6,738,836 127,316 SH   SOLE   58,595 35,831 32,890
PEPSICO INC COM 713448108 BBG001S695T1 454,492 2,676 SH   SOLE   0 0 2,676
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 6,060,038 445,591 SH   SOLE   205,010 125,486 115,095
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 BBG001S985K5 2,399,608 158,390 SH   SOLE   158,390 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 417,051 1,046 SH   SOLE   1,046 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG001S5V4Y5 4,868,686 112,337 SH   SOLE   56,952 28,775 26,610
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 2,263,526 27,567 SH   SOLE   12,662 7,780 7,125
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 1,281,619 11,901 SH   SOLE   11,901 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 BBG002B63KP4 1,429,158 62,327 SH   SOLE   28,730 17,542 16,055
PULTE GROUP INC COM 745867101 BBG001S5V5K7 408,338 3,956 SH   SOLE   3,956 0 0
QUALYS INC COM 74758T303 BBG001SYH860 4,931,928 25,127 SH   SOLE   11,558 7,079 6,490
RAMBUS INC DEL COM 750917106 BBG001S7RF80 3,331,624 48,815 SH   SOLE   23,732 13,083 12,000
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 1,750,432 1,993 SH   SOLE   1,676 0 317
REPLIGEN CORP COM 759916109 BBG001S5VNT9 214,322 1,192 SH   SOLE   1,192 0 0
REXFORD INDL RLTY INC COM 76169C100 BBG004MB82S9 387,595 6,909 SH   SOLE   6,909 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 BBG001T92156 1,088,241 36,311 SH   SOLE   16,685 10,246 9,380
ROGERS CORP COM 775133101 BBG001S5TTY3 3,728,732 28,233 SH   SOLE   13,902 7,436 6,895
SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 690,053 7,156 SH   SOLE   6,978 0 178
SCORPIO TANKERS INC SHS Y7542C130 BBG001T6B9Q2 7,489,770 123,187 SH   SOLE   60,356 32,766 30,065
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K366 7,438,174 145,362 SH   SOLE   71,201 38,661 35,500
SI-BONE INC COM 825704109 BBG001V0GNP7 2,423,631 115,466 SH   SOLE   53,305 32,271 29,890
SIGNET JEWELERS LIMITED SHS G81276100 BBG001S7FKS0 2,616,822 24,397 SH   SOLE   24,397 0 0
SILICON LABORATORIES INC COM 826919102 BBG001S5W492 2,378,347 17,981 SH   SOLE   8,313 5,023 4,645
SIMPLY GOOD FOODS CO COM 82900L102 BBG00GVP5JM3 8,306,813 209,768 SH   SOLE   100,258 57,380 52,130
SIMPSON MFG INC COM 829073105 BBG001SB9QN0 4,549,184 22,978 SH   SOLE   10,580 6,478 5,920
SKYWARD SPECIALTY INS GROUP COM 830940102 BBG002QHKLR1 7,201,296 212,553 SH   SOLE   97,740 59,993 54,820
SL GREEN RLTY CORP COM 78440X887 BBG001S9Z1V2 6,857,935 151,825 SH   SOLE   73,149 41,011 37,665
SOUTHWEST GAS HLDGS INC COM 844895102 BBG00FWP4JX3 8,966,432 141,538 SH   SOLE   66,884 38,734 35,920
SPS COMM INC COM 78463M107 BBG001T65R07 7,350,994 37,923 SH   SOLE   18,748 10,005 9,170
STAG INDL INC COM 85254J102 BBG001T9F312 5,857,003 149,185 SH   SOLE   68,580 42,145 38,460
STERIS PLC SHS USD G8473T100 BBG00MRHG532 394,851 1,796 SH   SOLE   1,689 0 107
STIFEL FINL CORP COM 860630102 BBG001S5W081 426,033 6,161 SH   SOLE   6,161 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 485,724 1,622 SH   SOLE   1,055 0 567
SUMMIT MATLS INC CL A 86614U100 BBG006K8P6F9 7,929,952 206,187 SH   SOLE   102,772 54,320 49,095
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 3,935,011 13,843 SH   SOLE   6,734 3,704 3,405
SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3Q2 2,127,718 55,714 SH   SOLE   55,714 0 0
TEGNA INC COM 87901J105 BBG001S5RHD4 3,159,190 206,483 SH   SOLE   95,214 57,919 53,350
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 446,736 1,001 SH   SOLE   1,001 0 0
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 10,249,114 163,541 SH   SOLE   80,147 43,604 39,790
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 295,621 188 SH   SOLE   0 0 188
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 288,071 962 SH   SOLE   690 0 272
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 2,554,640 24,853 SH   SOLE   24,853 0 0
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 3,655,406 46,312 SH   SOLE   21,323 13,024 11,965
TRIPADVISOR INC COM 896945201 BBG001V10VR2 3,520,004 163,493 SH   SOLE   75,210 46,058 42,225
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 293,938 703 SH   SOLE   703 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 445,057 2,024 SH   SOLE   2,024 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 572,799 1,088 SH   SOLE   342 0 746
VARONIS SYS INC COM 922280102 BBG001Y04TP4 5,769,985 127,429 SH   SOLE   58,618 35,906 32,905
VAXCYTE INC COM 92243G108 BBG009PHHPP4 9,289,816 147,927 SH   SOLE   75,226 37,926 34,775
VERMILION ENERGY INC COM 923725105 BBG001S7X7L6 277,349 22,900 SH   SOLE   22,900 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 BBG00GD4KBM0 6,384,681 321,161 SH   SOLE   155,544 86,252 79,365
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 952,529 2,341 SH   SOLE   2,202 0 139
VIRTU FINL INC CL A 928254101 BBG0064N2T87 1,902,920 93,925 SH   SOLE   93,925 0 0
VISTEON CORP COM NEW 92839U206 BBG001TCM086 3,894,382 31,180 SH   SOLE   14,363 8,757 8,060
WALKER & DUNLOP INC COM 93148P102 BBG001T0JGM5 7,448,660 67,099 SH   SOLE   30,870 18,899 17,330
WEST FRASER TIMBER CO LTD COM 952845105 BBG001S60WD8 1,599,041 18,600 SH   SOLE   18,600 0 0
WEX INC COM 96208T104 BBG001SCJLG6 378,983 1,948 SH   SOLE   1,948 0 0
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 1,877,966 9,307 SH   SOLE   9,307 0 0
WINTRUST FINL CORP COM 97650W108 BBG001S945T0 9,739,863 105,012 SH   SOLE   51,058 28,179 25,775
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 4,593,928 45,247 SH   SOLE   22,218 12,009 11,020
XENON PHARMACEUTICALS INC COM 98420N105 BBG002VBMLS5 420,205 9,123 SH   SOLE   9,123 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 345,990 1,753 SH   SOLE   1,257 0 496