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
ADVANCED ENERGY INDUSTRIES Common Stock 007973100   8,570,043 83,831 SH   SOLE 1,2 40,747 0 43,084
AGCO CORP Common Stock 001084102   12,638,318 107,551 SH   SOLE 2 107,551 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   36,719,988 331,109 SH   SOLE 2 331,109 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108   17,863,167 407,928 SH   SOLE 2 407,928 0 0
AGREE REALTY CORP REIT 008492100   33,906,324 629,527 SH   SOLE 2 629,527 0 0
ALAMOS GOLD INC-CLASS A Common Stock 011532108   14,730,293 1,348,928 SH   SOLE 2 1,348,928 0 0
ALBANY INTL CORP-CL A Common Stock 012348108   8,434,720 98,941 SH   SOLE 1,2 48,074 0 50,867
ALBERTSONS COS INC - CLASS A Common Stock 013091103   24,089,069 1,064,475 SH   SOLE 2 1,064,475 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   2,201,437 7,344 SH   SOLE 2 7,344 0 0
AMBARELLA INC Common Stock G037AX101   5,868,139 111,498 SH   SOLE 1,2 54,128 0 57,370
AMETEK INC Common Stock 031100100   25,196,436 170,916 SH   SOLE 2 170,916 0 0
AMN HEALTHCARE SERVICES INC Common Stock 174410100   9,632,848 113,850 SH   SOLE 1,2 55,238 0 58,612
APPLIED INDUSTRIAL TECH INC Common Stock 03820C105   14,244,083 92,147 SH   SOLE 1,2 44,812 0 47,335
APPLOVIN CORP-CLASS A Common Stock 03831W108   37,691,596 923,361 SH   SOLE 2 923,361 0 0
ARCH CAPITAL GROUP LTD Common Stock G0450A105   50,325,104 634,057 SH   SOLE 2 634,057 0 0
ARIS WATER SOLUTIONS INC-A Common Stock 04041L106   5,044,371 520,575 SH   SOLE 1,2 252,584 0 267,991
ARISTA NETWORKS INC Common Stock 404131060   54,308,266 289,166 SH   SOLE 2 289,166 0 0
ATMOS ENERGY CORP Common Stock 495601050   31,966,683 311,081 SH   SOLE 2 311,081 0 0
AXIS CAPITAL HOLDINGS LTD Common Stock G0692U109   23,526,117 421,615 SH   SOLE 2 421,615 0 0
AXOS FINANCIAL INC Common Stock 05465C100   5,353,957 143,001 SH   SOLE 1,2 69,376 0 73,625
BAKER HUGHES CO Common Stock 05722G100   31,336,070 906,715 SH   SOLE 2 906,715 0 0
BALCHEM CORP Common Stock 057665200   9,114,197 74,051 SH   SOLE 1,2 36,011 0 38,040
BIOMARIN PHARMACEUTICAL INC Common Stock 09061G101   78,638,987 903,066 SH   SOLE 2 903,066 0 0
BOOZ ALLEN HAMILTON HOLDINGS Common Stock 099502106   25,993,333 228,875 SH   SOLE 2 228,875 0 0
BOX INC - CLASS A Common Stock 10316T104   8,759,366 354,200 SH   SOLE 1,2 171,958 0 182,242
BROWN & BROWN INC Common Stock 115236101   40,156,559 577,626 SH   SOLE 2 577,626 0 0
BRUNSWICK CORP Common Stock 117043109   16,531,073 209,599 SH   SOLE 2 209,599 0 0
BUILDERS FIRSTSOURCE INC Common Stock 12008R107   6,890,091 56,017 SH   SOLE 2 56,017 0 0
BWX TECHNOLOGIES INC Common Stock 05605H100   15,534,300 213,618 SH   SOLE 2 213,618 0 0
CADENCE DESIGN SYS INC Common Stock 127387108   19,363,328 81,878 SH   SOLE 2 81,878 0 0
CAMECO CORP Common Stock 13321L108   19,681,420 523,860 SH   SOLE 2 523,860 0 0
CARETRUST REIT INC REIT 14174T107   7,671,885 381,117 SH   SOLE 1,2 185,056 0 196,061
CARRIER GLOBAL CORP Common Stock 14448C104   25,342,192 464,483 SH   SOLE 2 464,483 0 0
CASEY'S GENERAL STORES INC Common Stock 147528103   33,727,390 124,089 SH   SOLE 2 124,089 0 0
CBOE GLOBAL MARKETS INC Common Stock 12503M108   98,463,500 627,956 SH   SOLE 2 627,956 0 0
CENCORA INC Common Stock 03073E105   47,293,774 264,093 SH   SOLE 2 264,093 0 0
CENTENE CORP Common Stock 15135B101   39,137,175 564,750 SH   SOLE 2 564,750 0 0
CENTERPOINT ENERGY INC Common Stock 15189T107   80,696,895 3,133,860 SH   SOLE 2 3,133,860 0 0
CERTARA INC Common Stock 15687V109   4,464,633 310,044 SH   SOLE 1,2 150,586 0 159,458
CF INDUSTRIES HOLDINGS INC Common Stock 125269100   5,073,495 60,608 SH   SOLE 2 60,608 0 0
CHART INDUSTRIES INC Common Stock 16115Q308   92,655,353 555,921 SH   SOLE 1,2 519,827 0 36,094
CHEESECAKE FACTORY INC/THE Common Stock 163072101   4,869,170 164,499 SH   SOLE 1,2 79,838 0 84,661
CHENIERE ENERGY INC Common Stock 16411R208   19,216,409 118,233 SH   SOLE 2 118,233 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105   28,757,536 15,402 SH   SOLE 2 15,402 0 0
CITIZENS FINANCIAL GROUP Common Stock 174610105   29,935,507 1,155,365 SH   SOLE 2 1,155,365 0 0
CLEAN HARBORS INC Common Stock 184496107   29,587,861 180,601 SH   SOLE 2 180,601 0 0
COHEN & STEERS INC Common Stock 19247A100   8,914,050 143,775 SH   SOLE 1,2 69,808 0 73,967
COHERENT CORP Common Stock 19247G107   5,658,170 175,013 SH   SOLE 1,2 85,030 0 89,983
COHERUS BIOSCIENCES INC Common Stock 19249H103   2,211,505 614,307 SH   SOLE 1,2 298,481 0 315,826
COMMERCE BANCSHARES INC Common Stock 200525103   5,926,964 127,079 SH   SOLE 2 127,079 0 0
COPART INC Common Stock 217204106   15,399,822 353,045 SH   SOLE 2 353,045 0 0
CORE LABORATORIES INC Common Stock 21867A105   6,675,856 286,149 SH   SOLE 1,2 139,034 0 147,115
CORTEVA INC Common Stock 22052L104   15,447,982 308,651 SH   SOLE 2 308,651 0 0
COSTAR GROUP INC Common Stock 22160N109   16,055,499 211,340 SH   SOLE 2 211,340 0 0
CREDO TECHNOLOGY GROUP HOLDI Common Stock G25457105   8,737,000 548,118 SH   SOLE 1,2 265,902 0 282,216
CROWDSTRIKE HOLDINGS INC - A Common Stock 22788C105   43,188,619 254,740 SH   SOLE 2 254,740 0 0
DARDEN RESTAURANTS INC Common Stock 237194105   9,859,613 69,234 SH   SOLE 2 69,234 0 0
DARLING INGREDIENTS INC Common Stock 237266101   35,045,008 690,406 SH   SOLE 2 690,406 0 0
DELL TECHNOLOGIES -C Common Stock 24703L202   28,562,697 421,901 SH   SOLE 2 421,901 0 0
DELTA AIR LINES INC Common Stock 247361702   35,318,409 968,955 SH   SOLE 2 968,955 0 0
DESCARTES SYSTEMS GRP/THE Common Stock 249906108   8,743,929 120,208 SH   SOLE 1,2 58,342 0 61,866
DR HORTON INC Common Stock 23331A109   14,119,391 132,976 SH   SOLE 2 132,976 0 0
DXC TECHNOLOGY CO Common Stock 23355L106   8,309,496 392,884 SH   SOLE 2 392,884 0 0
DYCOM INDUSTRIES INC Common Stock 267475101   8,626,095 99,574 SH   SOLE 1,2 48,358 0 51,216
EAGLE MATERIALS INC Common Stock 26969P108   33,406,425 202,500 SH   SOLE 2 202,500 0 0
EAGLE PHARMACEUTICALS INC Common Stock 269796108   1,995,430 131,192 SH   SOLE 1,2 63,687 0 67,505
EASTGROUP PROPERTIES INC REIT 277276101   36,122,198 219,815 SH   SOLE 2 219,815 0 0
EDWARDS LIFESCIENCES CORP Common Stock 28176E112   42,267,042 610,972 SH   SOLE 2 610,972 0 0
ENPHASE ENERGY INC Common Stock 29355A107   1,939,427 16,599 SH   SOLE 2 16,599 0 0
ENVESTNET INC Common Stock 29404K106   4,349,809 102,469 SH   SOLE 1,2 49,746 0 52,723
EPLUS INC Common Stock 294268107   9,702,205 150,096 SH   SOLE 1,2 72,955 0 77,141
EVERCORE INC - A Common Stock 29977A105   45,784,968 341,068 SH   SOLE 2 341,068 0 0
EVEREST GROUP LTD Common Stock G3223R108   31,555,836 84,010 SH   SOLE 2 84,010 0 0
EVERGY INC Common Stock 30034W106   26,347,785 547,771 SH   SOLE 2 547,771 0 0
EXCELERATE ENERGY INC-A Common Stock 30069T101   3,872,179 234,110 SH   SOLE 1,2 113,722 0 120,388
EXELIXIS INC Common Stock 30161Q104   9,480,318 426,657 SH   SOLE 2 426,657 0 0
FABRINET Common Stock G3323L100   13,367,615 79,399 SH   SOLE 1,2 38,593 0 40,806
FIRST AMERICAN FINANCIAL Common Stock 31847R102   15,014,481 276,103 SH   SOLE 2 276,103 0 0
FIRST HORIZON CORP Common Stock 320517105   50,458,944 4,742,382 SH   SOLE 2 4,742,382 0 0
FLEX LTD Common Stock Y2573F102   17,095,772 640,531 SH   SOLE 2 640,531 0 0
FLOOR & DECOR HOLDINGS INC-A Common Stock 339750101   6,310,366 69,079 SH   SOLE 2 69,079 0 0
FORWARD AIR CORP Common Stock 349853101   6,555,821 96,310 SH   SOLE 1,2 46,821 0 49,489
FOX CORP - CLASS A Common Stock 35137L105   3,205,654 103,911 SH   SOLE 2 103,911 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857   7,178,728 195,926 SH   SOLE 2 195,926 0 0
FTI CONSULTING INC Common Stock 302941109   6,399,368 35,996 SH   SOLE 2 35,996 0 0
GARMIN LTD Common Stock H2906T109   5,264,932 50,864 SH   SOLE 2 50,864 0 0
GARTNER INC Common Stock 366651107   33,348,518 96,383 SH   SOLE 2 96,383 0 0
GENERAC HOLDINGS INC Common Stock 368736104   6,925,995 65,278 SH   SOLE 2 65,278 0 0
G-III APPAREL GROUP LTD Common Stock 36237H101   6,215,028 250,606 SH   SOLE 1,2 121,698 0 128,908
GLOBAL INDUSTRIAL CO Common Stock 37892E102   7,310,356 216,539 SH   SOLE 1,2 105,122 0 111,417
HALLIBURTON CO Common Stock 406216101   7,749,542 194,859 SH   SOLE 2 194,859 0 0
HALOZYME THERAPEUTICS INC Common Stock 40637H109   10,009,634 265,578 SH   SOLE 1,2 128,791 0 136,787
HEALTHEQUITY INC Common Stock 42226A107   12,350,282 167,348 SH   SOLE 1,2 81,275 0 86,073
HECLA MINING CO Common Stock 422704106   1,908,880 527,315 SH   SOLE 2 527,315 0 0
HENRY SCHEIN INC Common Stock 806407102   20,045,570 273,473 SH   SOLE 2 273,473 0 0
HERSHEY CO/THE Common Stock 427866108   25,817,368 129,729 SH   SOLE 2 129,729 0 0
HESS CORP Common Stock 42809H107   42,519,629 285,137 SH   SOLE 2 285,137 0 0
HILLTOP HOLDINGS INC Common Stock 432748101   5,320,807 187,948 SH   SOLE 1,2 91,301 0 96,647
HOST HOTELS & RESORTS INC REIT 44107P104   8,329,519 523,211 SH   SOLE 2 523,211 0 0
HUBBELL INC Common Stock 443510607   61,721,183 199,577 SH   SOLE 2 199,577 0 0
HUNTINGTON INGALLS INDUSTRIE Common Stock 446413106   11,676,582 57,802 SH   SOLE 2 57,802 0 0
HUNTSMAN CORP Common Stock 447011107   7,363,996 308,117 SH   SOLE 2 308,117 0 0
I3 VERTICALS INC-CLASS A Common Stock 46571Y107   6,591,740 323,283 SH   SOLE 1,2 156,960 0 166,323
ICU MEDICAL INC Common Stock 44930G107   5,019,931 42,477 SH   SOLE 1,2 20,638 0 21,839
IMPINJ INC Common Stock 453204109   5,034,695 96,027 SH   SOLE 1,2 46,683 0 49,344
INGERSOLL-RAND INC Common Stock 45687V106   7,563,375 118,921 SH   SOLE 2 118,921 0 0
INSMED INC Common Stock 457669307   7,555,109 297,797 SH   SOLE 1,2 144,608 0 153,189
INSPERITY INC Common Stock 45778Q107   10,946,793 112,970 SH   SOLE 1,2 54,908 0 58,062
INSTALLED BUILDING PRODUCTS Common Stock 45780R101   11,316,381 92,048 SH   SOLE 1,2 44,706 0 47,342
INSULET CORP Common Stock 45784P101   9,944,815 60,257 SH   SOLE 2 60,257 0 0
INTAPP INC Common Stock 45827U109   5,144,816 154,499 SH   SOLE 1,2 75,151 0 79,348
INTEGER HOLDINGS CORP Common Stock 45826H109   7,986,067 102,333 SH   SOLE 1,2 40,692 0 52,641
JACK HENRY & ASSOCIATES INC Common Stock 426281101   11,196,188 74,706 SH   SOLE 2 74,706 0 0
KEYSIGHT TECHNOLOGIES IN Common Stock 49338L103   22,379,254 169,926 SH   SOLE 2 169,926 0 0
KIMBELL ROYALTY PARTNERS LP Unit 49435R102   5,072,972 322,503 SH   SOLE 1,2 158,557 0 163,946
KINSALE CAPITAL GROUP INC Common Stock 49714P108   38,780,158 94,729 SH   SOLE 2 94,729 0 0
KIRBY CORP Common Stock 497266106   6,190,624 76,108 SH   SOLE 2 76,108 0 0
KLA CORP Common Stock 482480100   9,232,407 20,043 SH   SOLE 2 20,043 0 0
KNIGHT-SWIFT TRANSPORTATION Common Stock 499049104   10,220,419 208,240 SH   SOLE 2 208,240 0 0
KRATOS DEFENSE & SECURITY Common Stock 50077B207   9,590,321 636,385 SH   SOLE 1,2 309,055 0 327,330
L3HARRIS TECHNOLOGIES INC Common Stock 502431109   3,877,599 22,602 SH   SOLE 2 22,602 0 0
LAMB WESTON HOLDINGS INC Common Stock 513272104   8,762,956 95,012 SH   SOLE 2 95,012 0 0
LANTHEUS HOLDINGS INC Common Stock 516544103   7,175,567 106,069 SH   SOLE 1,2 51,503 0 54,566
LAS VEGAS SANDS CORP Common Stock 517834107   30,349,781 664,109 SH   SOLE 2 664,109 0 0
LEAR CORP Common Stock 521865204   11,325,509 85,321 SH   SOLE 2 85,321 0 0
LEMAITRE VASCULAR INC Common Stock 525558201   10,381,001 188,198 SH   SOLE 1,2 91,229 0 96,969
LGI HOMES INC Common Stock 50187T106   7,182,684 71,978 SH   SOLE 1,2 34,982 0 36,996
LINDBLAD EXPEDITIONS HOLDING Common Stock 535219109   2,248,539 314,481 SH   SOLE 1,2 152,676 0 161,805
LIVE NATION ENTERTAINMENT IN Common Stock 538034109   23,395,413 277,164 SH   SOLE 2 277,164 0 0
LKQ CORP Common Stock 501889208   7,833,385 159,442 SH   SOLE 2 159,442 0 0
LULULEMON ATHLETICA INC Common Stock 550021109   41,860,763 109,337 SH   SOLE 2 109,337 0 0
LUMENTUM HOLDINGS INC Common Stock 55024U109   10,681,902 233,842 SH   SOLE 2 233,842 0 0
MAGNITE INC Common Stock 55955D100   3,561,102 479,933 SH   SOLE 1,2 233,035 0 246,898
MARTIN MARIETTA MATERIALS Common Stock 573284106   18,570,917 45,775 SH   SOLE 2 45,775 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104   36,563,890 669,791 SH   SOLE 2 669,791 0 0
MATERION CORP Common Stock 576690101   7,552,719 75,497 SH   SOLE 1,2 36,709 0 38,788
MEDPACE HOLDINGS INC Common Stock 58506Q109   12,813,717 52,827 SH   SOLE 1,2 25,687 0 27,140
MICROCHIP TECHNOLOGY INC Common Stock 595017104   3,376,884 43,089 SH   SOLE 2 43,089 0 0
MID-AMERICA APARTMENT COMM REIT 59522J103   23,418,999 183,967 SH   SOLE 2 183,967 0 0
MODIVCARE INC Common Stock 60783X104   1,749,007 57,895 SH   SOLE 1,2 28,027 0 29,868
MOLINA HEALTHCARE INC Common Stock 60855R100   27,518,711 82,773 SH   SOLE 2 82,773 0 0
MONOLITHIC POWER SYSTEMS INC Common Stock 609839105   15,558,764 33,872 SH   SOLE 2 33,872 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109   27,891,069 530,854 SH   SOLE 2 530,854 0 0
MORNINGSTAR INC Common Stock 617700109   8,228,191 35,848 SH   SOLE 2 35,848 0 0
MOSAIC CO/THE Common Stock 61945C103   4,204,921 120,072 SH   SOLE 2 120,072 0 0
MURPHY USA INC Common Stock 626755102   30,204,875 86,888 SH   SOLE 2 86,888 0 0
NEUROCRINE BIOSCIENCES INC Common Stock 64125C109   40,894,682 365,817 SH   SOLE 2 365,817 0 0
NOBLE CORP PLC Common Stock G65431127   58,911,021 1,179,636 SH   SOLE 2 1,179,636 0 0
NUCOR CORP Common Stock 670346105   19,790,016 127,859 SH   SOLE 2 127,859 0 0
NVR INC Common Stock 62944T105   29,321,913 4,919 SH   SOLE 2 4,919 0 0
OMNICELL INC Common Stock 68213N109   15,249,673 337,681 SH   SOLE 1,2 282,900 0 54,781
ON SEMICONDUCTOR Common Stock 682189105   28,980,834 310,387 SH   SOLE 2 310,387 0 0
ONESPAWORLD HOLDINGS LTD Common Stock P73684113   7,775,068 701,721 SH   SOLE 1,2 340,780 0 360,941
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   29,645,473 32,990 SH   SOLE 2 32,990 0 0
OWENS CORNING Common Stock 690742101   26,530,475 197,150 SH   SOLE 2 197,150 0 0
PACIRA BIOSCIENCES INC Common Stock 695127100   4,438,509 148,644 SH   SOLE 1,2 72,165 0 76,479
PAGERDUTY INC Common Stock 69553P100   5,346,787 237,635 SH   SOLE 1,2 115,512 0 122,123
PALANTIR TECHNOLOGIES INC-A Common Stock 69608A108   181,273,598 11,415,214 SH   SOLE 2 11,415,214 0 0
PARKER HANNIFIN CORP Common Stock 701094104   19,942,719 51,767 SH   SOLE 2 51,767 0 0
PATRICK INDUSTRIES INC Common Stock 703343103   8,188,214 109,118 SH   SOLE 1,2 52,984 0 56,134
PAYCOM SOFTWARE INC Common Stock 70432V102   7,386,956 28,407 SH   SOLE 2 28,407 0 0
PERFORMANCE FOOD GROUP CO Common Stock 71377A103   11,580,029 197,174 SH   SOLE 1,2 95,809 0 101,365
PIONEER NATURAL RESOURCES CO Common Stock 723787107   57,554,013 256,411 SH   SOLE 2 256,411 0 0
PJT PARTNERS INC - A Common Stock 69343T107   8,121,279 102,788 SH   SOLE 1,2 49,892 0 52,896
PLEXUS CORP Common Stock 729132100   7,393,697 79,238 SH   SOLE 1,2 38,513 0 40,725
POLARIS INC Common Stock 731068102   11,991,225 116,828 SH   SOLE 2 116,828 0 0
POWER INTEGRATIONS INC Common Stock 739276103   7,349,232 95,743 SH   SOLE 1,2 46,486 0 49,257
PPL CORP Common Stock 69351T106   40,582,242 1,799,656 SH   SOLE 2 1,799,656 0 0
PURE STORAGE INC - CLASS A Common Stock 74624M102   28,386,473 798,719 SH   SOLE 2 798,719 0 0
QUALYS INC Common Stock 74758T303   9,817,248 64,186 SH   SOLE 1,2 31,198 0 32,988
QUANTA SERVICES INC Common Stock 74762E102   162,718,295 921,186 SH   SOLE 2 921,186 0 0
RB GLOBAL INC Common Stock 74935Q107   35,674,832 570,706 SH   SOLE 2 570,706 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   3,558,177 12,531 SH   SOLE 2 12,531 0 0
ROSS STORES INC Common Stock 778296103   14,704,472 128,457 SH   SOLE 2 128,457 0 0
SKYWORKS SOLUTIONS INC Common Stock 83088M102   17,575,746 178,888 SH   SOLE 2 178,888 0 0
SOUTHWEST AIRLINES CO Common Stock 844741108   6,789,968 249,723 SH   SOLE 2 249,723 0 0
SPLUNK INC Common Stock 848637104   39,733,358 271,774 SH   SOLE 2 271,774 0 0
STAG INDUSTRIAL INC REIT 85254J102   58,708,789 1,731,312 SH   SOLE 2 1,731,312 0 0
STONERIDGE INC Common Stock 86183P102   4,911,095 254,066 SH   SOLE 1,2 123,332 0 130,734
SUPERNUS PHARMACEUTICALS INC Common Stock 868459108   7,778,802 286,829 SH   SOLE 1,2 139,334 0 147,495
TAKE-TWO INTERACTIVE SOFTWRE Common Stock 874054109   25,799,095 185,605 SH   SOLE 2 185,605 0 0
TERADATA CORP Common Stock 88076W103   49,714,190 1,098,899 SH   SOLE 2 1,098,899 0 0
TERADYNE INC Common Stock 880770102   34,189,948 339,624 SH   SOLE 2 339,624 0 0
TEXAS ROADHOUSE INC Common Stock 882681109   20,379,962 211,257 SH   SOLE 2 211,257 0 0
TEXTRON INC Common Stock 883203101   35,875,080 464,162 SH   SOLE 2 464,162 0 0
THOR INDUSTRIES INC Common Stock 885160101   12,044,050 126,195 SH   SOLE 1,2 86,407 0 39,788
TIMKEN CO Common Stock 887389104   26,111,549 358,823 SH   SOLE 2 358,823 0 0
TKO GROUP HOLDINGS INC Common Stock 87256C101   20,414,365 240,169 SH   SOLE 2 240,169 0 0
TRACTOR SUPPLY COMPANY Common Stock 892356106   26,682,106 131,116 SH   SOLE 2 131,116 0 0
TRANSOCEAN LTD Common Stock H8817H100   31,401,792 3,984,999 SH   SOLE 2 3,984,999 0 0
TTEC HOLDINGS INC Common Stock 89854H102   3,436,284 127,648 SH   SOLE 1,2 61,982 0 65,666
TYSON FOODS INC-CL A Common Stock 902494103   18,089,003 367,364 SH   SOLE 2 367,364 0 0
U.S. PHYSICAL THERAPY INC Common Stock 90337L108   5,928,007 64,323 SH   SOLE 1,2 31,198 0 33,125
U-HAUL HOLDING CO-NON VOTING Common Stock 235865060   14,276,863 277,544 SH   SOLE 2 277,544 0 0
ULTA BEAUTY INC Common Stock 90384S303   14,289,009 35,461 SH   SOLE 2 35,461 0 0
ULTRA CLEAN HOLDINGS INC Common Stock 90385V107   4,848,944 164,371 SH   SOLE 1,2 79,851 0 84,520
UMH PROPERTIES INC REIT 903002103   3,718,467 270,434 SH   SOLE 1,2 131,339 0 139,095
UNITED RENTALS INC Common Stock 911363109   33,022,309 75,502 SH   SOLE 2 75,502 0 0
UNIVERSAL DISPLAY CORP Common Stock 91347P105   10,324,268 66,160 SH   SOLE 2 66,160 0 0
VAIL RESORTS INC Common Stock 91879Q109   21,459,607 101,072 SH   SOLE 2 101,072 0 0
VALERO ENERGY CORP Common Stock 91913Y100   23,219,004 168,144 SH   SOLE 2 168,144 0 0
VERICEL CORP Common Stock 92346J108   10,544,297 317,695 SH   SOLE 1,2 154,235 0 163,460
VERINT SYSTEMS INC Common Stock 92343X100   3,735,140 164,182 SH   SOLE 1,2 79,741 0 84,441
VICOR CORP Common Stock 925815102   8,526,511 146,554 SH   SOLE 1,2 71,201 0 75,353
VULCAN MATERIALS CO Common Stock 929160109   22,778,228 113,364 SH   SOLE 2 113,364 0 0
WEC ENERGY GROUP INC Common Stock 92939U106   20,050,831 260,299 SH   SOLE 2 260,299 0 0
WESTLAKE CORP Common Stock 960413102   15,236,728 124,017 SH   SOLE 2 124,017 0 0
WHITE MOUNTAINS INSURANCE GP Common Stock G9618E107   33,416,204 22,138 SH   SOLE 2 22,138 0 0
WORKDAY INC-CLASS A Common Stock 98138H101   24,479,453 114,572 SH   SOLE 2 114,572 0 0
WW GRAINGER INC Common Stock 384802104   16,158,945 23,263 SH   SOLE 2 23,263 0 0
YETI HOLDINGS INC Common Stock 98585X104   3,857,194 83,471 SH   SOLE 2 83,471 0 0
ZEBRA TECHNOLOGIES CORP-CL A Common Stock 989207105   2,807,765 12,018 SH   SOLE 2 12,018 0 0
ZIFF DAVIS INC Common Stock 48123V102   6,396,428 101,434 SH   SOLE 1,2 49,242 0 52,192
ZILLOW GROUP INC - A Common Stock 98954M101   2,998,302 67,575 SH   SOLE 2 67,575 0 0