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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
CANADIAN PACIFIC KANSAS CITY COM 13646K108   12,158 161,843 SH   SOLE   161,843 0 0
MERCADOLIBRE INC COM 58733R102   3,417 2,680 SH   SOLE   2,680 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   866 14,639 SH   SOLE   14,639 0 0
QIAGEN NV SHS NEW N72482123   7,323 184,470 SH   SOLE   184,470 0 0
JOHNSON CTLS INTL PLC SHS G51502105   6,524 122,692 SH   SOLE   122,692 0 0
THE CIGNA GROUP COM 125523100   10,541 36,316 SH   SOLE   36,316 0 0
KLA CORP COM NEW 482480100   13,858 30,251 SH   SOLE   30,251 0 0
DARLING INGREDIENTS INC COM 237266101   4,736 90,694 SH   SOLE   90,694 0 0
INTUIT COM 461202103   4,993 9,744 SH   SOLE   9,744 0 0
ZOETIS INC CL A 98978V103   4,442 25,527 SH   SOLE   25,527 0 0
MASTERCARD INC CL A 57636Q104   17,991 45,050 SH   SOLE   45,050 0 0
IONQ INC COM 46222L108   2,651 172,201 SH   SOLE   172,201 0 0
STRYKER CORPORATION COM 863667101   12,599 46,066 SH   SOLE   46,066 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   63,223 2,840,835 SH   SOLE   2,840,835 0 0
PACIRABIO SCIENCES INC COM 695127100   3,943 127,843 SH   SOLE   127,843 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   3,972 130,162 SH   SOLE   130,162 0 0
ABBVIE INC COM 00287Y109   11,068 72,729 SH   SOLE   72,729 0 0
LINDE PLC SHS G54950103   15,091 40,403 SH   SOLE   40,403 0 0
ICON PLC SHS G4705A100   12,711 51,436 SH   SOLE   51,436 0 0
SERVICE CORP INTL COM 817565104   45,043 796,311 SH   SOLE   796,311 0 0
AON PLC SHS CL A G0403H108   3,540 10,751 SH   SOLE   10,751 0 0
PALO ALTO NETWORKS INC COM 697435105   12,276 52,198 SH   SOLE   52,198 0 0
NVIDIA CORP COM 67066G104   13,967 32,432 SH   SOLE   32,432 0 0
DEERE & CO COM 244199105   11,769 30,589 SH   SOLE   30,589 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   677 103,616 SH   SOLE   103,616 0 0
INSTALLED BLDG PRODS INC COM 45780R101   10,494 84,442 SH   SOLE   84,442 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,728 7,388 SH   SOLE   7,388 0 0
FIRST SOLAR INC COM 336433107   8,278 51,263 SH   SOLE   51,263 0 0
INTEL CORP COM 458140100   2,203 62,630 SH   SOLE   62,630 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   54,967 496,071 SH   SOLE   496,071 0 0
EXXON MOBIL CORP COM 30231G102   9,484 79,400 SH   SOLE   79,400 0 0
EMCOR GROUP INC COM 29084Q100   7,494 35,250 SH   SOLE   35,250 0 0
ALPHA BET INC CAP STK CL A 02079K305   6,668 50,400 SH   SOLE   50,400 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   6,656 62,200 SH   SOLE   62,200 0 0
SCHLUMBERGER LTD COM STK 806857108   5,210 85,500 SH   SOLE   85,500 0 0
CAMECO CORP COM 13321L108   5,103 124,000 SH   SOLE   124,000 0 0
EAGLE MATERIALS INC COM 26969P108   6,367 37,700 SH   SOLE   37,700 0 0
MUELLER INDS INC COM 624756102   7,230 94,700 SH   SOLE   94,700 0 0
BWX TECHNOLOGIES INC COM 05605H100   8,180 109,000 SH   SOLE   109,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   5,434 645,000 SH   SOLE   645,000 0 0
COMFORT SYS USA INC COM 199908104   8,054 45,632 SH   SOLE   45,632 0 0
WESCO INTL INC COM 95082P105   46,990 321,323 SH   SOLE   321,323 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   38,094 241,600 SH   SOLE   241,600 0 0
MICROSOFT CORP COM 594918104   17,489 55,764 SH   SOLE   55,764 0 0
BOISE CASCADE CO DEL COM 09739D100   5,607 52,900 SH   SOLE   52,900 0 0
BRINKS CO COM 109696104   3,676 50,064 SH   SOLE   50,064 0 0
TD SYNNEX CORPORATION COM 87162W100   6,649 65,500 SH   SOLE   65,500 0 0
SALESFORCE INC COM 79466L302   5,228 25,720 SH   SOLE   25,720 0 0
TIDEWATER INC NEW COM 88642R109   5,985 82,800 SH   SOLE   82,800 0 0
CVR ENERGY INC COM 12662P108   5,838 165,000 SH   SOLE   165,000 0 0
FABRINET SHS G3323L100   7,997 47,600 SH   SOLE   47,600 0 0
JABIL INC COM 466313103   7,197 57,600 SH   SOLE   57,600 0 0
PROCTER AND GAMBLE CO COM 742718109   10,418 71,200 SH   SOLE   71,200 0 0
VISA INC COM CL A 92826C839   62,090 268,030 SH   SOLE   268,030 0 0
META PLATFORMS INC CL A 30303M102   5,380 17,700 SH   SOLE   17,700 0 0
ARCH RESOURCES INC CL A 03940R107   10,389 59,700 SH   SOLE   59,700 0 0
MERCK & CO INC COM 58933Y105   782 7,500 SH   SOLE   7,500 0 0
COCA COLA CO COM 191216100   725 13,000 SH   SOLE   13,000 0 0
PHILIP MORRIS INTL INC COM 718172109   11,193 120,287 SH   SOLE   120,287 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   85 6,029 SH   SOLE   6,029 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   210 2,432 SH   SOLE   2,432 0 0
TC ENERGY CORP COM 87807B107   1,567 45,000 SH   SOLE   45,000 0 0
ENBRIDGE INC COM 29250N105   6,749 200,000 SH   SOLE   200,000 0 0
CANADIAN NATL RY CO COM 136375102   2,427 22,000 SH   SOLE   22,000 0 0
SEMPRA COM 816851109   4,067 60,000 SH   SOLE   60,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,599 30,000 SH   SOLE   30,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   4,059 25,000 SH   SOLE   25,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   4,374 40,000 SH   SOLE   40,000 0 0
ATLANTICA YIELD PLC SHS G0751N103   6,584 350,000 SH   SOLE   350,000 0 0
NEXTERA ENERGY INC COM 65339F101   1,142 20,000 SH   SOLE   20,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   4,425 144,930 SH   SOLE   144,930 0 0
WEC ENERGY GROUP INC COM 92939U106   2,796 35,000 SH   SOLE   35,000 0 0
WILLIAMS COS INC COM 969457100   1,720 50,000 SH   SOLE   50,000 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   1,085 45,500 SH   SOLE   45,500 0 0
UNION PAC CORP COM 907818108   42,658 209,000 SH   SOLE   209,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   2,703 130,000 SH   SOLE   130,000 0 0
CROWN CASTLE INC COM 22822V101   1,151 12,500 SH   SOLE   12,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   1,330 15,000 SH   SOLE   15,000 0 0
XCEL ENERGY INC COM 98389B100   1,138 20,000 SH   SOLE   20,000 0 0
CENTERPOINT ENERGY INC COM 15189T107   3,338 125,000 SH   SOLE   125,000 0 0
INDIVIOR PLC ORD G4766E116   15,805 722,369 SH   SOLE   722,369 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   404 8,250 SH   SOLE   8,250 0 0
ROYAL GOLD INC COM 780287108   176 1,650 SH   SOLE   1,650 0 0
KIRBY CORP COM 497266106   719 8,550 SH   SOLE   8,550 0 0
MATADOR RES CO COM 576485205   753 12,400 SH   SOLE   12,400 0 0
VERRA MOBILITY CORP COM 92511U102   1,100 58,532 SH   SOLE   58,532 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   689 29,964 SH   SOLE   29,964 0 0
EXPEDIA GROUP INC COM 30212P303   414 4,030 SH   SOLE   4,030 0 0
KORNIT DIGITAL LTD SHS M6372Q113   473 25,784 SH   SOLE   25,784 0 0
KADANT INC COM 48282T104   596 2,640 SH   SOLE   2,640 0 0
STERICYCLE INC COM 858912108   606 13,400 SH   SOLE   13,400 0 0
PALOMAR HLDGS INC COM 69753M105   618 12,331 SH   SOLE   12,331 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   623 9,250 SH   SOLE   9,250 0 0
E L F BEAUTY INC COM 26856L103   891 7,950 SH   SOLE   7,950 0 0
CHART INDS INC COM 16115Q308   431 2,545 SH   SOLE   2,545 0 0
PERRIGO CO PLC SHS G97822103   440 13,850 SH   SOLE   13,850 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103   621 5,610 SH   SOLE   5,610 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   953 21,000 SH   SOLE   21,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102   1,148 32,734 SH   SOLE   32,734 0 0
LAUDER ESTEE COS INC CL A 518439104   3,373 23,762 SH   SOLE   23,762 0 0
JPMORGAN CHASE & CO COM 46625H100   6,800 46,077 SH   SOLE   46,077 0 0
UNITED RENTALS INC COM 911363109   6,361 14,197 SH   SOLE   14,197 0 0
LOWES COS INC COM 548661107   55,476 266,925 SH   SOLE   266,925 0 0
BROADCOM INC COM 11135F101   10,165 12,217 SH   SOLE   12,217 0 0
PAYPAL HLDGS INC COM 70450Y103   2,571 44,183 SH   SOLE   44,183 0 0
SILICON LABORATORIES INC COM 826919102   5,285 45,419 SH   SOLE   45,419 0 0
METLIFE INC COM 59156R108   971 15,432 SH   SOLE   15,432 0 0
GILEAD SCIENCES INC COM 375558103   804 10,664 SH   SOLE   10,664 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100   1 15,000 SH   SOLE   15,000 0 0
AES CORP COM 00130H105   687 45,000 SH   SOLE   45,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118   68 75,000 SH   SOLE   75,000 0 0
CLEARWAY ENERGY INC CL A 18539C105   2,102 105,000 SH   SOLE   105,000 0 0
ENETI INC COM Y2294C107   304 30,000 SH   SOLE   30,000 0 0
PROSPERITY BANCSHARES INC COM 743606105   34,983 650,000 SH   SOLE   650,000 0 0
RAYMOND JAMES FINL INC COM 754730109   53,034 526,000 SH   SOLE   526,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   50,223 600,000 SH   SOLE   600,000 0 0
STERIS PLC SHS USD G8473T100   44,443 200,000 SH   SOLE   200,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   51,010 100,000 SH   SOLE   100,000 0 0
GLOBAL PMTS INC COM 37940X102   48,783 420,163 SH   SOLE   420,163 0 0
IDEX CORP COM 45167R104   46,012 220,000 SH   SOLE   220,000 0 0
CBRE GROUP INC CL A 12504L109   39,579 540,000 SH   SOLE   540,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   30,768 170,000 SH   SOLE   170,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   46,151 200,000 SH   SOLE   200,000 0 0
WEX INC COM 96208T104   48,786 254,000 SH   SOLE   254,000 0 0
HCA HOLDINGS INC COM 40412C101   20,052 80,000 SH   SOLE   80,000 0 0
VULCAN MATLS CO COM 929160109   51,270 250,000 SH   SOLE   250,000 0 0
FULLER H B CO COM 359694106   53,507 747,042 SH   SOLE   747,042 0 0
WATSCO INC COM 942622200   57,072 150,000 SH   SOLE   150,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   42,984 220,000 SH   SOLE   220,000 0 0
CBIZ INC COM 124805102   32,442 615,942 SH   SOLE   615,942 0 0
WINTRUST FINL CORP COM 97650W108   47,755 636,176 SH   SOLE   636,176 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   50,330 306,678 SH   SOLE   306,678 0 0
DESCARTES SYS GROUP INC COM 249906108   32,895 452,979 SH   SOLE   452,979 0 0
SCHWAB CHARLES CORP COM 808513105   36,054 661,000 SH   SOLE   661,000 0 0
IQVIA HLDGS INC COM 46266C105   49,414 250,000 SH   SOLE   250,000 0 0
WASTE CONNECTIONS INC COM 94106B101   28,781 210,952 SH   SOLE   210,952 0 0
HUNT J B TRANS SVCS INC COM 445658107   53,465 286,873 SH   SOLE   286,873 0 0
TRANSUNION COM 89400J107   28,234 391,000 SH   SOLE   391,000 0 0
POOL CORPORATION COM 73278L105   47,656 135,000 SH   SOLE   135,000 0 0
MARRIOTT INTL INC NEW CL A 571903202   49,896 250,000 SH   SOLE   250,000 0 0
NCINO INC COM 63947X101   256 8,086 SH   SOLE   8,086 0 0
SITIME CORP COM 82982T106   565 5,006 SH   SOLE   5,006 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   1,159 103,716 SH   SOLE   103,716 0 0
HERC HLDGS INC COM 42704L104   641 5,319 SH   SOLE   5,319 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   260 11,625 SH   SOLE   11,625 0 0
HURON CONSULTING GROUP INC COM 447462102   502 4,821 SH   SOLE   4,821 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   351 3,658 SH   SOLE   3,658 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   246 28,197 SH   SOLE   28,197 0 0
MAXCYTE INC COM 57777K106   113 35,800 SH   SOLE   35,800 0 0
ALPHA TEKNOVA INC COM 02080L102   159 58,830 SH   SOLE   58,830 0 0
PETIQ INC COM CL A 71639T106   850 44,294 SH   SOLE   44,294 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100   380 27,427 SH   SOLE   27,427 0 0
NOVANTA INC COM 67000B104   660 4,581 SH   SOLE   4,581 0 0
LGI HOMES INC COM 50187T106   300 2,966 SH   SOLE   2,966 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   703 25,252 SH   SOLE   25,252 0 0
QUALYS INC COM 74758T303   264 1,728 SH   SOLE   1,728 0 0
FRESHPET INC COM 358039105   802 12,278 SH   SOLE   12,278 0 0
CHEFS WHSE INC COM 163086101   409 19,094 SH   SOLE   19,094 0 0
THERMON GROUP HLDGS INC COM 88362T103   254 9,314 SH   SOLE   9,314 0 0
ZILLOW GROUP INC CL A 98954M101   406 8,995 SH   SOLE   8,995 0 0
VERTEX INC CL A 92538J106   267 11,848 SH   SOLE   11,848 0 0
ENGAGESMART INC COMMON STOCK 29283F103   221 12,826 SH   SOLE   12,826 0 0
TREX CO INC COM 89531P105   759 12,079 SH   SOLE   12,079 0 0
LATHAM GROUP INC COM 51819L107   358 128,193 SH   SOLE   128,193 0 0
SHIFT4 PMTS INC CL A 82452J109   336 6,116 SH   SOLE   6,116 0 0
EVOLENT HEALTH INC CL A 30050B101   595 21,775 SH   SOLE   21,775 0 0
HEALTHEQUITY INC COM 42226A107   782 10,510 SH   SOLE   10,510 0 0
FORESTAR GROUP INC COM 346232101   674 24,494 SH   SOLE   24,494 0 0
SIMILARWEB LTD SHS M84137104   255 44,517 SH   SOLE   44,517 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   268 8,251 SH   SOLE   8,251 0 0
KINSALE CAP GROUP INC COM 49714P108   698 1,664 SH   SOLE   1,664 0 0
WINGSTOP INC COM 974155103   300 1,654 SH   SOLE   1,654 0 0
PLEXUS CORP COM 729132100   254 2,714 SH   SOLE   2,714 0 0
CERTARA INC COM 15687V109   126 8,826 SH   SOLE   8,826 0 0
HUB GROUP INC CL A 443320106   666 8,396 SH   SOLE   8,396 0 0
FLYWIRE CORPORATION COM VTG 302492103   490 15,267 SH   SOLE   15,267 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   196 13,970 SH   SOLE   13,970 0 0
LEGALZOOM COM INC COM 52466B103   450 41,660 SH   SOLE   41,660 0 0
WORLD FUEL SVCS CORP COM 981475106   453 19,776 SH   SOLE   19,776 0 0
TECNOGLASS INC ORD SHS G87264100   322 9,828 SH   SOLE   9,828 0 0
MEDPACE HLDGS INC COM 58506Q109   637 2,583 SH   SOLE   2,583 0 0
TREEHOUSE FOODS INC COM 89469A104   1,085 24,834 SH   SOLE   24,834 0 0
ENSIGN GROUP INC COM 29358P101   674 7,175 SH   SOLE   7,175 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   539 27,449 SH   SOLE   27,449 0 0
BOWLERO CORP CL A COM 10258P102   198 20,754 SH   SOLE   20,754 0 0
VERACYTE INC COM 92337F107   284 12,384 SH   SOLE   12,384 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   724 8,097 SH   SOLE   8,097 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   962 26,833 SH   SOLE   26,833 0 0
SUNOPTA INC COM 8676EP108   115 34,353 SH   SOLE   34,353 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   379 20,922 SH   SOLE   20,922 0 0
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100   453 5,519 SH   SOLE   5,519 0 0
SPS COMM INC COM 78463M107   578 3,382 SH   SOLE   3,382 0 0
HAYWARD HLDGS INC COM 421298100   774 53,268 SH   SOLE   53,268 0 0
SURGERY PARTNERS INC COM 86881A100   409 13,961 SH   SOLE   13,961 0 0
ROVER GROUP INC COM CL A 77936F103   248 39,608 SH   SOLE   39,608 0 0
FORWARD AIR CORP COM 349853101   306 4,517 SH   SOLE   4,517 0 0
INMODE LTD SHS M5425M103   469 15,160 SH   SOLE   15,160 0 0
KURA SUSHI USA INC CL A COM 501270102   399 6,008 SH   SOLE   6,008 0 0