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
CANADIAN PACIFIC KANSAS CITY COM 13646K108   15,900 200,769 SH   SOLE   200,769 0 0
MERCADOLIBRE INC COM 58733R102   4,365 2,759 SH   SOLE   2,759 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,011 15,039 SH   SOLE   15,039 0 0
QIAGEN NV SHS NEW N72482123   7,315 167,861 SH   SOLE   167,861 0 0
THE CIGNA GROUP COM 125523100   9,468 31,601 SH   SOLE   31,601 0 0
KLA CORP COM NEW 482480100   17,282 29,476 SH   SOLE   29,476 0 0
DARLING INGREDIENTS INC COM 237266101   4,700 93,606 SH   SOLE   93,606 0 0
INTUIT COM 461202103   3,625 5,771 SH   SOLE   5,771 0 0
ZOETIS INC CL A 98978V103   3,706 18,786 SH   SOLE   18,786 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   5,522 20,200 SH   SOLE   20,200 0 0
MASTERCARD INC CL A 57636Q104   22,424 52,555 SH   SOLE   52,555 0 0
IONQ INC COM 46222L108   2,196 166,060 SH   SOLE   166,060 0 0
STRYKER CORPORATION COM 863667101   13,569 45,345 SH   SOLE   45,345 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   70,093 2,825,769 SH   SOLE   2,825,769 0 0
PACIRABIO SCIENCES INC COM 695127100   4,182 124,533 SH   SOLE   124,533 0 0
SYNOPSYS INC COM 871607107   5,129 9,915 SH   SOLE   9,915 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   4,790 136,481 SH   SOLE   136,481 0 0
ABBVIE INC COM 00287Y109   10,467 67,616 SH   SOLE   67,616 0 0
LINDE PLC SHS G54950103   16,693 40,726 SH   SOLE   40,726 0 0
ICON PLC SHS G4705A100   14,458 50,604 SH   SOLE   50,604 0 0
SERVICE CORP INTL COM 817565104   55,030 802,004 SH   SOLE   802,004 0 0
AON PLC SHS CL A G0403H108   1,730 5,977 SH   SOLE   5,977 0 0
PALO ALTO NETWORKS INC COM 697435105   10,718 36,254 SH   SOLE   36,254 0 0
DEERE & CO COM 244199105   12,253 30,670 SH   SOLE   30,670 0 0
NVIDIA CORP COM 67066G104   16,255 32,826 SH   SOLE   32,826 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   753 104,816 SH   SOLE   104,816 0 0
INSTALLED BLDG PRODS INC COM 45780R101   15,581 84,088 SH   SOLE   84,088 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   13,278 22,287 SH   SOLE   22,287 0 0
FIRST SOLAR INC COM 336433107   10,156 58,651 SH   SOLE   58,651 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   63,909 496,943 SH   SOLE   496,943 0 0
INTEL CORP COM 458140100   3,339 66,226 SH   SOLE   66,226 0 0
EMCOR GROUP INC COM 29084Q100   5,741 26,550 SH   SOLE   26,550 0 0
ALPHA BET INC CAP STK CL A 02079K305   11,731 83,650 SH   SOLE   83,650 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   6,153 51,700 SH   SOLE   51,700 0 0
CAMECO CORP COM 13321L108   7,208 168,000 SH   SOLE   168,000 0 0
EAGLE MATERIALS INC COM 26969P108   6,518 31,900 SH   SOLE   31,900 0 0
MUELLER INDS INC COM 624756102   5,538 116,000 SH   SOLE   116,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   7,085 92,500 SH   SOLE   92,500 0 0
TRANSOCEAN LTD REG SHS H8817H100   4,182 645,000 SH   SOLE   645,000 0 0
COMFORT SYS USA INC COM 199908104   6,739 32,638 SH   SOLE   32,638 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   44,897 257,800 SH   SOLE   257,800 0 0
MICROSOFT CORP COM 594918104   23,290 62,061 SH   SOLE   62,061 0 0
BOISE CASCADE CO DEL COM 09739D100   7,331 56,400 SH   SOLE   56,400 0 0
BRINKS CO COM 109696104   5,325 60,000 SH   SOLE   60,000 0 0
TD SYNNEX CORPORATION COM 87162W100   6,415 59,000 SH   SOLE   59,000 0 0
SALESFORCE INC COM 79466L302   12,024 45,250 SH   SOLE   45,250 0 0
CVR ENERGY INC COM 12662P108   4,916 161,000 SH   SOLE   161,000 0 0
FABRINET SHS G3323L100   7,057 35,850 SH   SOLE   35,850 0 0
TIDEWATER INC NEW COM 88642R109   6,036 82,800 SH   SOLE   82,800 0 0
JABIL INC COM 466313103   5,899 46,100 SH   SOLE   46,100 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   6,355 290,000 SH   SOLE   290,000 0 0
VISA INC COM CL A 92826C839   72,100 276,875 SH   SOLE   276,875 0 0
META PLATFORMS INC CL A 30303M102   11,789 32,900 SH   SOLE   32,900 0 0
STARWOOD PPTY TR INC COM 85571B105   9,276 435,000 SH   SOLE   435,000 0 0
ARCH RESOURCES INC CL A 03940R107   9,283 55,700 SH   SOLE   55,700 0 0
MERCK & CO INC COM 58933Y105   577 5,300 SH   SOLE   5,300 0 0
PROCTER AND GAMBLE CO COM 742718109   568 3,900 SH   SOLE   3,900 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   90 6,623 SH   SOLE   6,623 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   255 2,432 SH   SOLE   2,432 0 0
TC ENERGY CORP COM 87807B107   1,760 45,000 SH   SOLE   45,000 0 0
ENBRIDGE INC COM 29250N105   6,305 175,000 SH   SOLE   175,000 0 0
CANADIAN NATL RY CO COM 136375102   2,246 18,000 SH   SOLE   18,000 0 0
SEMPRA COM 816851109   4,107 55,000 SH   SOLE   55,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,484 27,000 SH   SOLE   27,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   4,888 22,500 SH   SOLE   22,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   5,271 45,000 SH   SOLE   45,000 0 0
ATLANTICA YIELD PLC SHS G0751N103   7,150 330,000 SH   SOLE   330,000 0 0
NEXTERA ENERGY INC COM 65339F101   2,747 45,000 SH   SOLE   45,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   1,574 51,250 SH   SOLE   51,250 0 0
WEC ENERGY GROUP INC COM 92939U106   2,522 30,000 SH   SOLE   30,000 0 0
WILLIAMS COS INC COM 969457100   1,223 35,000 SH   SOLE   35,000 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   1,175 45,500 SH   SOLE   45,500 0 0
UNION PAC CORP COM 907818108   50,706 206,000 SH   SOLE   206,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   3,600 130,000 SH   SOLE   130,000 0 0
CROWN CASTLE INC COM 22822V101   1,452 12,500 SH   SOLE   12,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   1,454 15,000 SH   SOLE   15,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,197 7,000 SH   SOLE   7,000 0 0
XCEL ENERGY INC COM 98389B100   1,610 26,000 SH   SOLE   26,000 0 0
CENTERPOINT ENERGY INC COM 15189T107   3,571 125,000 SH   SOLE   125,000 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   354 8,250 SH   SOLE   8,250 0 0
KIRBY CORP COM 497266106   675 8,550 SH   SOLE   8,550 0 0
MATADOR RES CO COM 576485205   684 11,900 SH   SOLE   11,900 0 0
VERRA MOBILITY CORP COM 92511U102   1,177 50,903 SH   SOLE   50,903 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   417 17,400 SH   SOLE   17,400 0 0
EXPEDIA GROUP INC COM 30212P303   526 3,430 SH   SOLE   3,430 0 0
KADANT INC COM 48282T104   597 2,100 SH   SOLE   2,100 0 0
STERICYCLE INC COM 858912108   553 11,100 SH   SOLE   11,100 0 0
PALOMAR HLDGS INC COM 69753M105   686 12,331 SH   SOLE   12,331 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   705 9,250 SH   SOLE   9,250 0 0
E L F BEAUTY INC COM 26856L103   1,153 7,950 SH   SOLE   7,950 0 0
CHART INDS INC COM 16115Q308   355 2,545 SH   SOLE   2,545 0 0
PERRIGO CO PLC SHS G97822103   445 13,850 SH   SOLE   13,850 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103   565 4,110 SH   SOLE   4,110 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   561 13,600 SH   SOLE   13,600 0 0
SIMPLY GOOD FOODS CO COM 82900L102   1,054 26,234 SH   SOLE   26,234 0 0
INDIVIOR PLC ORD G4766E116   12,901 850,980 SH   SOLE   850,980 0 0
LAUDER ESTEE COS INC CL A 518439104   3,523 23,862 SH   SOLE   23,862 0 0
JPMORGAN CHASE & CO COM 46625H100   7,682 45,109 SH   SOLE   45,109 0 0
UNITED RENTALS INC COM 911363109   8,822 15,232 SH   SOLE   15,232 0 0
JOHNSON CTLS INTL PLC SHS G51502105   3,710 64,281 SH   SOLE   64,281 0 0
LOWES COS INC COM 548661107   60,443 271,138 SH   SOLE   271,138 0 0
BROADCOM INC COM 11135F101   12,315 10,977 SH   SOLE   10,977 0 0
PAYPAL HLDGS INC COM 70450Y103   2,788 44,183 SH   SOLE   44,183 0 0
SILICON LABORATORIES INC COM 826919102   7,298 53,845 SH   SOLE   53,845 0 0
METLIFE INC COM 59156R108   957 14,432 SH   SOLE   14,432 0 0
GILEAD SCIENCES INC COM 375558103   801 9,864 SH   SOLE   9,864 0 0
PHILIP MORRIS INTL INC COM 718172109   6,310 67,041 SH   SOLE   67,041 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   1,155 60,000 SH   SOLE   60,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118   84 75,000 SH   SOLE   75,000 0 0
CLEARWAY ENERGY INC CL A 18539C105   3,579 140,000 SH   SOLE   140,000 0 0
NEWMONT CORP COM 651639106   1,276 30,601 SH   SOLE   30,601 0 0
PROSPERITY BANCSHARES INC COM 743606105   44,561 650,000 SH   SOLE   650,000 0 0
RAYMOND JAMES FINL INC COM 754730109   59,338 526,000 SH   SOLE   526,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   56,442 600,000 SH   SOLE   600,000 0 0
STERIS PLC SHS USD G8473T100   44,351 200,000 SH   SOLE   200,000 0 0
ROLLINS INC COM 775711104   26,259 600,000 SH   SOLE   600,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   26,257 50,000 SH   SOLE   50,000 0 0
GLOBAL PMTS INC COM 37940X102   53,775 420,163 SH   SOLE   420,163 0 0
IDEX CORP COM 45167R104   47,781 220,000 SH   SOLE   220,000 0 0
CBRE GROUP INC CL A 12504L109   50,666 540,000 SH   SOLE   540,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   34,990 170,000 SH   SOLE   170,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   44,719 200,000 SH   SOLE   200,000 0 0
WEX INC COM 96208T104   49,936 254,000 SH   SOLE   254,000 0 0
HCA HOLDINGS INC COM 40412C101   21,653 80,000 SH   SOLE   80,000 0 0
VULCAN MATLS CO COM 929160109   56,388 250,000 SH   SOLE   250,000 0 0
FULLER H B CO COM 359694106   61,372 744,131 SH   SOLE   744,131 0 0
WATSCO INC COM 942622200   48,027 112,000 SH   SOLE   112,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   48,706 204,000 SH   SOLE   204,000 0 0
CBIZ INC COM 124805102   44,814 715,942 SH   SOLE   715,942 0 0
WESCO INTL INC COM 95082P105   45,909 259,235 SH   SOLE   259,235 0 0
WINTRUST FINL CORP COM 97650W108   59,829 636,176 SH   SOLE   636,176 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   50,349 306,678 SH   SOLE   306,678 0 0
DESCARTES SYS GROUP INC COM 249906108   37,887 452,979 SH   SOLE   452,979 0 0
SCHWAB CHARLES CORP COM 808513105   52,931 761,000 SH   SOLE   761,000 0 0
IQVIA HLDGS INC COM 46266C105   58,209 250,000 SH   SOLE   250,000 0 0
WASTE CONNECTIONS INC COM 94106B101   31,395 210,952 SH   SOLE   210,952 0 0
HUNT J B TRANS SVCS INC COM 445658107   40,372 200,073 SH   SOLE   200,073 0 0
POOL CORPORATION COM 73278L105   49,526 123,000 SH   SOLE   123,000 0 0
MARRIOTT INTL INC NEW CL A 571903202   56,018 250,000 SH   SOLE   250,000 0 0
MSA SAFETY INC COM 553498106   533 3,160 SH   SOLE   3,160 0 0
NCINO INC COM 63947X101   276 8,086 SH   SOLE   8,086 0 0
SPROUT SOCIAL INC COM CL A 85209W109   282 4,470 SH   SOLE   4,470 0 0
SITIME CORP COM 82982T106   387 3,071 SH   SOLE   3,071 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   1,114 77,450 SH   SOLE   77,450 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   313 2,445 SH   SOLE   2,445 0 0
HERC HLDGS INC COM 42704L104   403 2,658 SH   SOLE   2,658 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   405 16,988 SH   SOLE   16,988 0 0
HURON CONSULTING GROUP INC COM 447462102   487 4,821 SH   SOLE   4,821 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   398 3,658 SH   SOLE   3,658 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   623 49,454 SH   SOLE   49,454 0 0
ALPHA TEKNOVA INC COM 02080L102   222 58,830 SH   SOLE   58,830 0 0
PETIQ INC COM CL A 71639T106   243 12,249 SH   SOLE   12,249 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100   400 27,427 SH   SOLE   27,427 0 0
NOVANTA INC COM 67000B104   457 2,664 SH   SOLE   2,664 0 0
LGI HOMES INC COM 50187T106   236 1,748 SH   SOLE   1,748 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   502 13,329 SH   SOLE   13,329 0 0
QUALYS INC COM 74758T303   343 1,728 SH   SOLE   1,728 0 0
FRESHPET INC COM 358039105   1,074 12,278 SH   SOLE   12,278 0 0
WD 40 CO COM 929236107   651 2,697 SH   SOLE   2,697 0 0
CHEFS WHSE INC COM 163086101   369 12,114 SH   SOLE   12,114 0 0
THERMON GROUP HLDGS INC COM 88362T103   597 17,787 SH   SOLE   17,787 0 0
LOVESACPANY COM 54738L109   350 13,414 SH   SOLE   13,414 0 0
ZILLOW GROUP INC CL A 98954M101   520 8,995 SH   SOLE   8,995 0 0
TENNANT CO COM 880345103   536 5,774 SH   SOLE   5,774 0 0
POWER INTEGRATIONS INC COM 739276103   263 3,160 SH   SOLE   3,160 0 0
TREX CO INC COM 89531P105   1,011 12,079 SH   SOLE   12,079 0 0
LATHAM GROUP INC COM 51819L107   542 199,536 SH   SOLE   199,536 0 0
PHREESIA INC COM 71944F106   299 12,650 SH   SOLE   12,650 0 0
SHIFT4 PMTS INC CL A 82452J109   457 6,116 SH   SOLE   6,116 0 0
EVOLENT HEALTH INC CL A 30050B101   417 12,449 SH   SOLE   12,449 0 0
HEALTHEQUITY INC COM 42226A107   697 10,510 SH   SOLE   10,510 0 0
FORESTAR GROUP INC COM 346232101   827 24,494 SH   SOLE   24,494 0 0
MERIT MED SYS INC COM 589889104   524 6,840 SH   SOLE   6,840 0 0
AXONICS INC COM 05465P101   277 4,351 SH   SOLE   4,351 0 0
SIMILARWEB LTD SHS M84137104   233 44,517 SH   SOLE   44,517 0 0
KORNIT DIGITAL LTD SHS M6372Q113   198 10,184 SH   SOLE   10,184 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104   248 7,819 SH   SOLE   7,819 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   255 8,251 SH   SOLE   8,251 0 0
KINSALE CAP GROUP INC COM 49714P108   398 1,187 SH   SOLE   1,187 0 0
WINGSTOP INC COM 974155103   265 1,027 SH   SOLE   1,027 0 0
Q2 HLDGS INC COM 74736L109   294 6,666 SH   SOLE   6,666 0 0
PLEXUS CORP COM 729132100   556 5,078 SH   SOLE   5,078 0 0
CERTARA INC COM 15687V109   296 16,553 SH   SOLE   16,553 0 0
HUB GROUP INC CL A 443320106   493 5,256 SH   SOLE   5,256 0 0
UPWORK INC COM 91688F104   563 37,376 SH   SOLE   37,376 0 0
FLYWIRE CORPORATION COM VTG 302492103   363 15,267 SH   SOLE   15,267 0 0
CARGURUS INC COM CL A 141788109   299 12,214 SH   SOLE   12,214 0 0
LEGALZOOM COM INC COM 52466B103   482 41,660 SH   SOLE   41,660 0 0
WORLD FUEL SVCS CORP COM 981475106   452 19,776 SH   SOLE   19,776 0 0
TECNOGLASS INC ORD SHS G87264100   455 9,828 SH   SOLE   9,828 0 0
ONEWATER MARINE INC CL A COM 68280L101   621 18,166 SH   SOLE   18,166 0 0
MEDPACE HLDGS INC COM 58506Q109   1,519 4,887 SH   SOLE   4,887 0 0
TREEHOUSE FOODS INC COM 89469A104   333 8,057 SH   SOLE   8,057 0 0
ENSIGN GROUP INC COM 29358P101   816 7,175 SH   SOLE   7,175 0 0
UDEMY INC COM 902685106   241 16,072 SH   SOLE   16,072 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   552 27,449 SH   SOLE   27,449 0 0
BOWLERO CORP CL A COM 10258P102   292 20,754 SH   SOLE   20,754 0 0
COURSERA INC COM 22266M104   384 19,613 SH   SOLE   19,613 0 0
VERACYTE INC COM 92337F107   354 12,384 SH   SOLE   12,384 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   304 7,984 SH   SOLE   7,984 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   922 8,097 SH   SOLE   8,097 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   277 6,286 SH   SOLE   6,286 0 0
SUNOPTA INC COM 8676EP108   188 34,353 SH   SOLE   34,353 0 0
MARINEMAX INC COM 567908108   596 15,210 SH   SOLE   15,210 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   306 12,533 SH   SOLE   12,533 0 0
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100   521 5,519 SH   SOLE   5,519 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   273 13,618 SH   SOLE   13,618 0 0
SPS COMM INC COM 78463M107   664 3,382 SH   SOLE   3,382 0 0
HAYWARD HLDGS INC COM 421298100   550 40,158 SH   SOLE   40,158 0 0
ORTHOPEDIATRICS CORP COM 68752L100   264 7,914 SH   SOLE   7,914 0 0
SURGERY PARTNERS INC COM 86881A100   449 13,961 SH   SOLE   13,961 0 0
ROVER GROUP INC COM CL A 77936F103   222 20,348 SH   SOLE   20,348 0 0
FORWARD AIR CORP COM 349853101   203 3,188 SH   SOLE   3,188 0 0
ARHAUS INC COM CL A 04035M102   347 28,772 SH   SOLE   28,772 0 0
KURA SUSHI USA INC CL A COM 501270102   299 3,838 SH   SOLE   3,838 0 0
SOUNDTHINKING INC COM 82536T107   252 10,091 SH   SOLE   10,091 0 0