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
Las Vegas Sands Corp. COM 517834107   694,538 13,434 SH   SOLE   13,434 0 0
Halozyme Therapeutics, Inc. COM 40637H109   860,952 21,164 SH   SOLE   21,164 0 0
LyondellBasell Industries NV COM N53745100   2,015,427 19,705 SH   SOLE   19,705 0 0
Molina Healthcare, Inc. COM 60855R100   1,369,296 3,333 SH   SOLE   3,333 0 0
Hilton Worldwide Holdings Inc COM 43300A203   3,802,677 17,827 SH   SOLE   17,827 0 0
Builders FirstSource, Inc. COM 12008R107   4,576,630 21,945 SH   SOLE   21,945 0 0
Fortinet, Inc. COM 34959E109   4,742,558 69,427 SH   SOLE   69,427 0 0
Medpace Holdings, Inc. COM 58506Q109   3,948,141 9,769 SH   SOLE   9,769 0 0
C.H. Robinson Worldwide, Inc. COM 12541W209   1,664,116 21,856 SH   SOLE   21,856 0 0
Visa Inc. Class A COM 92826C839   7,730,795 27,701 SH   SOLE   27,701 0 0
Vistra Corp. COM 92840M102   1,763,886 25,325 SH   SOLE   25,325 0 0
OneMain Holdings, Inc. COM 68268W103   755,161 14,781 SH   SOLE   14,781 0 0
Live Nation Entertainment, Inc. COM 538034109   1,417,741 13,404 SH   SOLE   13,404 0 0
Western Union Company COM 959802109   812,979 58,153 SH   SOLE   58,153 0 0
Broadridge Financial Solutions, Inc. COM 11133T103   1,796,008 8,767 SH   SOLE   8,767 0 0
Advanced Drainage Systems, Inc. COM 00790R104   1,574,963 9,144 SH   SOLE   9,144 0 0
Merck & Co., Inc. COM 58933Y105   8,517,636 64,552 SH   SOLE   64,552 0 0
GoDaddy, Inc. Class A COM 380237107   1,054,234 8,883 SH   SOLE   8,883 0 0
LegalZoom.com, Inc. COM 52466B103   780,590 58,515 SH   SOLE   58,515 0 0
Enphase Energy, Inc. COM 29355A107   2,464,363 20,370 SH   SOLE   20,370 0 0
Broadcom Inc. COM 11135F101   8,665,531 6,538 SH   SOLE   6,538 0 0
Artisan Partners Asset Management, Inc. Class A COM 04316A108   988,312 21,593 SH   SOLE   21,593 0 0
Tenable Holdings, Inc. COM 88025T102   876,740 17,737 SH   SOLE   17,737 0 0
Zoom Video Communications, Inc. Class A COM 98980L101   1,020,033 15,604 SH   SOLE   15,604 0 0
CrowdStrike Holdings, Inc. Class A COM 22788C105   3,927,869 12,252 SH   SOLE   12,252 0 0
Datadog Inc Class A COM 23804L103   2,098,481 16,978 SH   SOLE   16,978 0 0
Dropbox, Inc. Class A COM 26210C104   1,214,830 49,993 SH   SOLE   49,993 0 0
Squarespace, Inc. Class A COM 85225A107   998,784 27,409 SH   SOLE   27,409 0 0
Cactus, Inc. Class A COM 127203107   991,181 19,788 SH   SOLE   19,788 0 0
Zscaler, Inc. COM 98980G102   1,896,057 9,843 SH   SOLE   9,843 0 0
Ferguson Plc COM G3421J106   2,495,344 11,424 SH   SOLE   11,424 0 0
BellRing Brands, Inc. COM 07831C103   1,126,824 19,089 SH   SOLE   19,089 0 0
Progyny, Inc. COM 74340E103   939,711 24,632 SH   SOLE   24,632 0 0
Weatherford International plc COM G48833118   817,982 7,087 SH   SOLE   7,087 0 0
Otis Worldwide Corporation COM 68902V107   1,920,477 19,346 SH   SOLE   19,346 0 0
Match Group, Inc. COM 57667L107   1,702,004 46,913 SH   SOLE   46,913 0 0
Core & Main, Inc. Class A COM 21874C102   2,322,632 40,570 SH   SOLE   40,570 0 0
Coupang, Inc. Class A COM 22266T109   2,928,803 164,632 SH   SOLE   164,632 0 0
Airbnb, Inc. Class A COM 009066101   1,710,635 10,370 SH   SOLE   10,370 0 0
AppLovin Corp. Class A COM 03831W108   3,126,875 45,173 SH   SOLE   45,173 0 0
Atlassian Corp Class A COM 049468101   1,502,932 7,703 SH   SOLE   7,703 0 0
Box, Inc. Class A COM 10316T104   883,782 31,207 SH   SOLE   31,207 0 0
Lantheus Holdings Inc COM 516544103   263,586 4,235 SH   SOLE   4,235 0 0
DocuSign, Inc. COM 256163106   1,684,670 28,290 SH   SOLE   28,290 0 0
Meta Platforms Inc Class A COM 30303M102   8,494,251 17,493 SH   SOLE   17,493 0 0
Marathon Petroleum Corporation COM 56585A102   4,792,274 23,783 SH   SOLE   23,783 0 0
Keysight Technologies Inc COM 49338L103   574,696 3,675 SH   SOLE   3,675 0 0
Expedia Group, Inc. COM 30212P303   2,526,748 18,343 SH   SOLE   18,343 0 0
ServiceNow, Inc. COM 81762P102   4,997,532 6,555 SH   SOLE   6,555 0 0
Qualys, Inc. COM 74758T303   810,154 4,855 SH   SOLE   4,855 0 0
Nutanix, Inc. Class A COM 67059N108   1,683,351 27,274 SH   SOLE   27,274 0 0
Workday, Inc. Class A COM 98138H101   1,206,919 4,425 SH   SOLE   4,425 0 0
Palo Alto Networks, Inc. COM 697435105   5,551,900 19,540 SH   SOLE   19,540 0 0
Synchrony Financial COM 87165B103   2,516,138 58,352 SH   SOLE   58,352 0 0
Gilead Sciences, Inc. COM 375558103   4,606,180 62,883 SH   SOLE   62,883 0 0
Erie Indemnity Company Class A COM 29530P102   1,288,237 3,208 SH   SOLE   3,208 0 0
Lennar Corporation Class A COM 526057104   2,526,730 14,692 SH   SOLE   14,692 0 0
Robert Half International Inc. COM 770323103   1,668,844 21,050 SH   SOLE   21,050 0 0
International Business Machines Corporation COM 459200101   6,242,864 32,692 SH   SOLE   32,692 0 0
Ross Stores, Inc. COM 778296103   3,788,903 25,817 SH   SOLE   25,817 0 0
Expeditors International of Washington, Inc. COM 302130109   2,324,905 19,124 SH   SOLE   19,124 0 0
Lincoln Electric Holdings, Inc. COM 533900106   503,728 1,972 SH   SOLE   1,972 0 0
Rollins, Inc. COM 775711104   1,558,235 33,677 SH   SOLE   33,677 0 0
Automatic Data Processing, Inc. COM 053015103   4,855,195 19,441 SH   SOLE   19,441 0 0
Fair Isaac Corporation COM 303250104   5,025,931 4,022 SH   SOLE   4,022 0 0
Netflix, Inc. COM 64110L106   2,173,634 3,579 SH   SOLE   3,579 0 0
T. Rowe Price Group COM 74144T108   2,587,508 21,223 SH   SOLE   21,223 0 0
Microchip Technology Incorporated COM 595017104   1,956,216 21,806 SH   SOLE   21,806 0 0
MSC Industrial Direct Co., Inc. Class A COM 553530106   773,894 7,975 SH   SOLE   7,975 0 0
Landstar System, Inc. COM 515098101   1,035,892 5,374 SH   SOLE   5,374 0 0
Cadence Design Systems, Inc. COM 127387108   3,960,727 12,724 SH   SOLE   12,724 0 0
Lattice Semiconductor Corporation COM 518415104   1,300,026 16,618 SH   SOLE   16,618 0 0
Colgate-Palmolive Company COM 194162103   5,631,637 62,539 SH   SOLE   62,539 0 0
Pegasystems Inc. COM 705573103   1,497,321 23,164 SH   SOLE   23,164 0 0
Centene Corporation COM 15135B101   1,668,171 21,256 SH   SOLE   21,256 0 0
Masco Corporation COM 574599106   2,745,340 34,804 SH   SOLE   34,804 0 0
Valero Energy Corporation COM 91913Y100   2,193,025 12,848 SH   SOLE   12,848 0 0
KLA Corporation COM 482480100   2,606,365 3,731 SH   SOLE   3,731 0 0
Adobe Inc. COM 00724F101   3,402,518 6,743 SH   SOLE   6,743 0 0
V.F. Corporation COM 918204108   759,223 49,493 SH   SOLE   49,493 0 0
KB Home COM 48666K109   1,550,996 21,882 SH   SOLE   21,882 0 0
UnitedHealth Group Incorporated COM 91324P102   1,522,687 3,078 SH   SOLE   3,078 0 0
Euronet Worldwide, Inc. COM 298736109   927,369 8,436 SH   SOLE   8,436 0 0
Starbucks Corporation COM 855244109   1,510,311 16,526 SH   SOLE   16,526 0 0
Clorox Company COM 189054109   1,238,354 8,088 SH   SOLE   8,088 0 0
RingCentral, Inc. Class A COM 76680R206   466,454 13,427 SH   SOLE   13,427 0 0
Fastenal Company COM 311900104   3,261,942 42,286 SH   SOLE   42,286 0 0
H&R Block, Inc. COM 093671105   1,583,061 32,235 SH   SOLE   32,235 0 0
Autodesk, Inc. COM 052769106   3,646,922 14,004 SH   SOLE   14,004 0 0
RPM International Inc. COM 749685103   1,365,189 11,477 SH   SOLE   11,477 0 0
Jack Henry & Associates, Inc. COM 426281101   1,561,485 8,988 SH   SOLE   8,988 0 0
American Eagle Outfitters, Inc. COM 02553E106   1,530,404 59,341 SH   SOLE   59,341 0 0
Manhattan Associates, Inc. COM 562750109   2,338,650 9,346 SH   SOLE   9,346 0 0
QUALCOMM Incorporated COM 747525103   7,532,834 44,494 SH   SOLE   44,494 0 0
Skyworks Solutions, Inc. COM 83088M102   2,076,711 19,172 SH   SOLE   19,172 0 0
National Beverage Corp. COM 635017106   492,825 10,384 SH   SOLE   10,384 0 0
3M Company COM 88579Y101   4,371,993 41,218 SH   SOLE   41,218 0 0
Scotts Miracle-Gro Company Class A COM 810186106   1,283,246 17,204 SH   SOLE   17,204 0 0
Chemed Corporation COM 16359R103   878,802 1,369 SH   SOLE   1,369 0 0
A. O. Smith Corporation COM 831865209   2,148,203 24,013 SH   SOLE   24,013 0 0
Tapestry, Inc. COM 876030107   1,420,079 29,909 SH   SOLE   29,909 0 0
Mueller Industries, Inc. COM 624756102   1,188,833 22,044 SH   SOLE   22,044 0 0
Accenture Plc Class A COM G1151C101   6,930,467 19,995 SH   SOLE   19,995 0 0
TJX Companies Inc COM 872540109   1,669,880 16,465 SH   SOLE   16,465 0 0
Bristol-Myers Squibb Company COM 110122108   5,987,263 110,405 SH   SOLE   110,405 0 0
Cheniere Energy, Inc. COM 16411R208   773,821 4,798 SH   SOLE   4,798 0 0
Alphabet Inc. Class A COM 02079K305   10,526,462 69,744 SH   SOLE   69,744 0 0
Commvault Systems, Inc. COM 204166102   2,483,209 24,482 SH   SOLE   24,482 0 0
Pure Storage, Inc. Class A COM 74624M102   2,307,420 44,382 SH   SOLE   44,382 0 0
Crocs, Inc. COM 227046109   1,172,401 8,153 SH   SOLE   8,153 0 0
Altria Group, Inc. COM 02209S103   1,601,726 36,720 SH   SOLE   36,720 0 0
DaVita Inc. COM 23918K108   568,076 4,115 SH   SOLE   4,115 0 0
Teradata Corporation COM 88076W103   842,349 21,783 SH   SOLE   21,783 0 0
CVR Energy, Inc. COM 12662P108   803,135 22,522 SH   SOLE   22,522 0 0
Fortune Brands Home & Security, Inc. COM 34964C106   2,066,625 24,408 SH   SOLE   24,408 0 0
Chipotle Mexican Grill, Inc. COM 169656105   2,098,688 722 SH   SOLE   722 0 0
Mastercard Incorporated Class A COM 57636Q104   6,520,939 13,541 SH   SOLE   13,541 0 0
Trade Desk, Inc. Class A COM 88339J105   3,154,026 36,079 SH   SOLE   36,079 0 0
ChampionX Corporation COM 15872M104   1,520,336 42,361 SH   SOLE   42,361 0 0
Donaldson Company, Inc. COM 257651109   1,541,769 20,645 SH   SOLE   20,645 0 0
AbbVie, Inc. COM 00287Y109   11,648,026 63,965 SH   SOLE   63,965 0 0
Gartner, Inc. COM 366651107   3,887,721 8,156 SH   SOLE   8,156 0 0
Etsy, Inc. COM 29786A106   1,577,261 22,952 SH   SOLE   22,952 0 0
NetApp, Inc. COM 64110D104   1,258,905 11,993 SH   SOLE   11,993 0 0
Applied Materials, Inc. COM 038222105   6,585,130 31,931 SH   SOLE   31,931 0 0
Abercrombie & Fitch Co. Class A COM 002896207   1,141,380 9,107 SH   SOLE   9,107 0 0
Williams-Sonoma, Inc. COM 969904101   2,291,932 7,218 SH   SOLE   7,218 0 0
Olin Corporation COM 680665205   940,271 15,991 SH   SOLE   15,991 0 0
Apple Inc. COM 037833100   26,063,931 151,994 SH   SOLE   151,994 0 0
Sherwin-Williams Company COM 824348106   1,777,288 5,117 SH   SOLE   5,117 0 0
Lam Research Corporation COM 512807108   3,478,221 3,580 SH   SOLE   3,580 0 0
American Express Company COM 025816109   6,438,390 28,277 SH   SOLE   28,277 0 0
Agilent Technologies, Inc. COM 00846U101   1,636,114 11,244 SH   SOLE   11,244 0 0
Home Depot, Inc. COM 437076102   6,552,655 17,082 SH   SOLE   17,082 0 0
Intuit Inc. COM 461202103   1,946,100 2,994 SH   SOLE   2,994 0 0
Bath & Body Works, Inc. COM 070830104   1,753,451 35,055 SH   SOLE   35,055 0 0
Booking Holdings Inc. COM 09857L108   2,626,585 724 SH   SOLE   724 0 0
UFP Industries, Inc. COM 90278Q108   1,229,116 9,992 SH   SOLE   9,992 0 0
Paychex, Inc. COM 704326107   2,263,572 18,433 SH   SOLE   18,433 0 0
Nucor Corporation COM 670346105   3,254,663 16,446 SH   SOLE   16,446 0 0
SEI Investments Company COM 784117103   1,803,971 25,090 SH   SOLE   25,090 0 0
Skechers U.S.A., Inc. Class A COM 830566105   854,638 13,951 SH   SOLE   13,951 0 0
Cisco Systems, Inc. COM 17275R102   4,331,889 86,794 SH   SOLE   86,794 0 0
Electronic Arts Inc. COM 285512109   3,471,974 26,170 SH   SOLE   26,170 0 0
Kimberly-Clark Corporation COM 494368103   3,908,310 30,215 SH   SOLE   30,215 0 0
New York Times Company Class A COM 650111107   323,545 7,486 SH   SOLE   7,486 0 0