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   19,788 224,214 SH   SOLE   224,214 0 0
MERCADOLIBRE INC COM 58733R102   5,064 3,324 SH   SOLE   3,324 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   728 13,077 SH   SOLE   13,077 0 0
UNITED RENTALS INC COM 911363109   14,788 20,536 SH   SOLE   20,536 0 0
THE CIGNA GROUP COM 125523100   10,762 29,602 SH   SOLE   29,602 0 0
KLA CORP COM NEW 482480100   16,747 24,034 SH   SOLE   24,034 0 0
ZOETIS INC CL A 98978V103   3,483 20,671 SH   SOLE   20,671 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   7,047 22,627 SH   SOLE   22,627 0 0
MASTERCARD INC CL A 57636Q104   21,598 45,167 SH   SOLE   45,167 0 0
STRYKER CORPORATION COM 863667101   16,156 45,015 SH   SOLE   45,015 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   81,983 2,817,779 SH   SOLE   2,817,779 0 0
SYNOPSYS INC COM 871607107   7,710 13,441 SH   SOLE   13,441 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   4,874 135,636 SH   SOLE   135,636 0 0
MICROSOFT CORP COM 594918104   26,723 63,401 SH   SOLE   63,401 0 0
ABBVIE INC COM 00287Y109   9,385 52,029 SH   SOLE   52,029 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   12,488 131,233 SH   SOLE   131,233 0 0
LINDE PLC SHS G54950103   18,786 40,289 SH   SOLE   40,289 0 0
ICON PLC SHS G4705A100   12,461 37,792 SH   SOLE   37,792 0 0
SERVICE CORP INTL COM 817565104   58,238 784,613 SH   SOLE   784,613 0 0
PALO ALTO NETWORKS INC COM 697435105   10,192 36,096 SH   SOLE   36,096 0 0
AON PLC SHS CL A G0403H108   1,947 5,830 SH   SOLE   5,830 0 0
NVIDIA CORP COM 67066G104   10,856 12,021 SH   SOLE   12,021 0 0
DEERE & CO COM 244199105   12,428 30,356 SH   SOLE   30,356 0 0
INSTALLED BLDG PRODS INC COM 45780R101   14,658 57,418 SH   SOLE   57,418 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   2,534 5,021 SH   SOLE   5,021 0 0
VISA INC COM CL A 92826C839   76,813 275,253 SH   SOLE   275,253 0 0
FIRST SOLAR INC COM 336433107   8,356 49,883 SH   SOLE   49,883 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   67,902 495,579 SH   SOLE   495,579 0 0
INTEL CORP COM 458140100   2,821 64,463 SH   SOLE   64,463 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   8,594 45,030 SH   SOLE   45,030 0 0
EMCOR GROUP INC COM 29084Q100   5,583 15,890 SH   SOLE   15,890 0 0
ALPHA BET INC CAP STK CL A 02079K305   10,084 66,820 SH   SOLE   66,820 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   5,558 50,700 SH   SOLE   50,700 0 0
CAMECO CORP COM 13321L108   5,126 120,000 SH   SOLE   120,000 0 0
EAGLE MATERIALS INC COM 26969P108   5,458 20,280 SH   SOLE   20,280 0 0
MUELLER INDS INC COM 624756102   5,291 99,000 SH   SOLE   99,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   5,537 54,330 SH   SOLE   54,330 0 0
COMFORT SYS USA INC COM 199908104   5,902 18,574 SH   SOLE   18,574 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   49,969 252,410 SH   SOLE   252,410 0 0
BOISE CASCADE CO DEL COM 09739D100   5,671 37,320 SH   SOLE   37,320 0 0
BRINKS CO COM 109696104   4,737 52,000 SH   SOLE   52,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   8,017 40,800 SH   SOLE   40,800 0 0
TD SYNNEX CORPORATION COM 87162W100   6,138 52,900 SH   SOLE   52,900 0 0
SALESFORCE INC COM 79466L302   7,425 24,625 SH   SOLE   24,625 0 0
CVR ENERGY INC COM 12662P108   4,742 136,000 SH   SOLE   136,000 0 0
FABRINET SHS G3323L100   5,032 26,300 SH   SOLE   26,300 0 0
TIDEWATER INC NEW 88642R109   7,960 86,350 SH   SOLE   86,350 0 0
JABIL INC COM 466313103   4,785 35,200 SH   SOLE   35,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,451 61,845 SH   SOLE   61,845 0 0
META PLATFORMS INC CL A 30303M102   9,193 18,610 SH   SOLE   18,610 0 0
STARWOOD PPTY TR INC COM 85571B105   8,845 435,000 SH   SOLE   435,000 0 0
ARCH RESOURCES INC CL A 03940R107   1,949 12,000 SH   SOLE   12,000 0 0
MERCK & CO INC COM 58933Y105   580 4,400 SH   SOLE   4,400 0 0
PROCTER AND GAMBLE CO COM 742718109   634 3,900 SH   SOLE   3,900 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   217 1,798 SH   SOLE   1,798 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   141 9,693 SH   SOLE   9,693 0 0
TC ENERGY CORP COM 87807B107   2,373 60,000 SH   SOLE   60,000 0 0
ENBRIDGE INC COM 29250N105   5,559 155,000 SH   SOLE   155,000 0 0
CANADIAN NATL RY CO COM 136375102   1,971 15,000 SH   SOLE   15,000 0 0
SEMPRA COM 816851109   3,562 50,000 SH   SOLE   50,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,609 27,000 SH   SOLE   27,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   4,441 22,500 SH   SOLE   22,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   5,178 28,000 SH   SOLE   28,000 0 0
ATLANTICA YIELD PLC SHS G0751N103   6,014 330,000 SH   SOLE   330,000 0 0
NEXTERA ENERGY INC COM 65339F101   2,869 45,000 SH   SOLE   45,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   435 15,000 SH   SOLE   15,000 0 0
WEC ENERGY GROUP INC COM 92939U106   1,624 20,000 SH   SOLE   20,000 0 0
VISTRA CORP COM 92840M102   1,708 25,000 SH   SOLE   25,000 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   1,014 45,500 SH   SOLE   45,500 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   1,833 27,500 SH   SOLE   27,500 0 0
UNION PAC CORP COM 907818108   55,295 226,000 SH   SOLE   226,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   3,357 150,000 SH   SOLE   150,000 0 0
CROWN CASTLE INC COM 22822V101   1,162 11,000 SH   SOLE   11,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   3,364 35,000 SH   SOLE   35,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,128 7,000 SH   SOLE   7,000 0 0
CENTERPOINT ENERGY INC COM 15189T107   3,536 125,000 SH   SOLE   125,000 0 0
SITIME CORP COM 82982T106   683 7,489 SH   SOLE   7,489 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   649 11,650 SH   SOLE   11,650 0 0
KIRBY CORP COM 497266106   1,002 10,550 SH   SOLE   10,550 0 0
MATADOR RES CO COM 576485205   923 14,100 SH   SOLE   14,100 0 0
VERRA MOBILITY CORP COM 92511U102   1,361 54,079 SH   SOLE   54,079 0 0
EXPEDIA GROUP INC COM 30212P303   574 4,130 SH   SOLE   4,130 0 0
STERICYCLE INC COM 858912108   722 13,600 SH   SOLE   13,600 0 0
PALOMAR HLDGS INC COM 69753M105   1,256 14,895 SH   SOLE   14,895 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   1,159 11,050 SH   SOLE   11,050 0 0
E L F BEAUTY INC COM 26856L103   1,374 7,000 SH   SOLE   7,000 0 0
PERRIGO CO PLC SHS G97822103   304 9,650 SH   SOLE   9,650 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103   882 4,910 SH   SOLE   4,910 0 0
INDIVIOR PLC ORD G4766E116   15,946 738,703 SH   SOLE   738,703 0 0
LAUDER ESTEE COS INC CL A 518439104   3,499 24,122 SH   SOLE   24,122 0 0
JPMORGAN CHASE & CO COM 46625H100   9,000 45,109 SH   SOLE   45,109 0 0
TARGET CORP COM 87612E106   6,953 39,779 SH   SOLE   39,779 0 0
LOWES COS INC COM 548661107   68,681 271,138 SH   SOLE   271,138 0 0
BROADCOM INC COM 11135F101   13,132 9,956 SH   SOLE   9,956 0 0
PAYPAL HLDGS INC COM 70450Y103   2,941 44,183 SH   SOLE   44,183 0 0
SILICON LABORATORIES INC COM 826919102   7,493 53,413 SH   SOLE   53,413 0 0
METLIFE INC COM 59156R108   1,162 15,711 SH   SOLE   15,711 0 0
GILEAD SCIENCES INC COM 375558103   782 10,710 SH   SOLE   10,710 0 0
COLGATE PALMOLIVE CO COM 194162103   926 10,298 SH   SOLE   10,298 0 0
PHILIP MORRIS INTL INC COM 718172109   6,147 66,634 SH   SOLE   66,634 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   20,534 287,145 SH   SOLE   287,145 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100   3 15,000 SH   SOLE   15,000 0 0
AES CORP COM 00130H105   1,163 65,000 SH   SOLE   65,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118   127 75,000 SH   SOLE   75,000 0 0
CLEARWAY ENERGY INC CL A 18539C105   3,005 140,000 SH   SOLE   140,000 0 0
PROSPERITY BANCSHARES INC COM 743606105   32,520 500,000 SH   SOLE   500,000 0 0
RAYMOND JAMES FINL INC COM 754730109   67,031 526,000 SH   SOLE   526,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   64,095 600,000 SH   SOLE   600,000 0 0
STERIS PLC SHS USD G8473T100   45,109 200,000 SH   SOLE   200,000 0 0
ROLLINS INC COM 775711104   51,365 1,100,000 SH   SOLE   1,100,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   54,283 110,000 SH   SOLE   110,000 0 0
GLOBAL PMTS INC COM 37940X102   55,367 420,163 SH   SOLE   420,163 0 0
IDEX CORP COM 45167R104   53,918 220,000 SH   SOLE   220,000 0 0
CBRE GROUP INC CL A 12504L109   52,264 540,000 SH   SOLE   540,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   34,652 170,000 SH   SOLE   170,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   49,557 200,000 SH   SOLE   200,000 0 0
WEX INC COM 96208T104   59,501 254,000 SH   SOLE   254,000 0 0
TETRA TECH INC NEW COM 88162G103   55,358 300,000 SH   SOLE   300,000 0 0
HCA HOLDINGS INC COM 40412C101   26,545 80,000 SH   SOLE   80,000 0 0
VULCAN MATLS CO COM 929160109   68,204 250,000 SH   SOLE   250,000 0 0
FULLER H B CO COM 359694106   61,234 741,732 SH   SOLE   741,732 0 0
WATSCO INC COM 942622200   47,720 110,000 SH   SOLE   110,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   43,142 160,000 SH   SOLE   160,000 0 0
CBIZ INC COM 124805102   55,701 713,698 SH   SOLE   713,698 0 0
WESCO INTL INC COM 95082P105   43,484 254,500 SH   SOLE   254,500 0 0
WINTRUST FINL CORP COM 97650W108   41,892 400,176 SH   SOLE   400,176 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   56,144 305,738 SH   SOLE   305,738 0 0
DESCARTES SYS GROUP INC COM 249906108   41,523 451,119 SH   SOLE   451,119 0 0
SCHWAB CHARLES CORP COM 808513105   60,109 830,000 SH   SOLE   830,000 0 0
IQVIA HLDGS INC COM 46266C105   48,003 190,000 SH   SOLE   190,000 0 0
WASTE CONNECTIONS INC COM 94106B101   36,224 210,952 SH   SOLE   210,952 0 0
HUNT J B TRANS SVCS INC COM 445658107   58,573 300,073 SH   SOLE   300,073 0 0
POOL CORPORATION COM 73278L105   49,787 120,000 SH   SOLE   120,000 0 0
MARRIOTT INTL INC NEW CL A 571903202   48,183 190,000 SH   SOLE   190,000 0 0
MSA SAFETY INC COM 553498106   863 4,464 SH   SOLE   4,464 0 0
NCINO INC COM 63947X101   388 10,797 SH   SOLE   10,797 0 0
SPROUT SOCIAL INC COM CL A 85209W109   335 5,578 SH   SOLE   5,578 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   1,101 82,449 SH   SOLE   82,449 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   258 2,101 SH   SOLE   2,101 0 0
HERC HLDGS INC COM 42704L104   389 2,284 SH   SOLE   2,284 0 0
POWERSCHOOL HOLDINGS INC COM CL A 73939C106   305 14,596 SH   SOLE   14,596 0 0
HURON CONSULTING GROUP INC COM 447462102   399 4,143 SH   SOLE   4,143 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   364 3,143 SH   SOLE   3,143 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   645 42,491 SH   SOLE   42,491 0 0
ALPHA TEKNOVA INC COM 02080L102   117 47,483 SH   SOLE   47,483 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100   374 23,566 SH   SOLE   23,566 0 0
NOVANTA INC COM 67000B104   398 2,289 SH   SOLE   2,289 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   377 11,453 SH   SOLE   11,453 0 0
QUALYS INC COM 74758T303   245 1,485 SH   SOLE   1,485 0 0
FRESHPET INC COM 358039105   1,220 10,549 SH   SOLE   10,549 0 0
WD 40 CO COM 929236107   484 1,938 SH   SOLE   1,938 0 0
CHEFS WHSE INC COM 163086101   395 10,409 SH   SOLE   10,409 0 0
THERMON GROUP HLDGS INC COM 88362T103   487 15,283 SH   SOLE   15,283 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   258 12,152 SH   SOLE   12,152 0 0
LOVESACPANY COM 54738L109   258 11,525 SH   SOLE   11,525 0 0
ZILLOW GROUP INC CL A 98954M101   383 7,729 SH   SOLE   7,729 0 0
TENNANT CO COM 880345103   603 4,961 SH   SOLE   4,961 0 0
POWER INTEGRATIONS INC COM 739276103   192 2,716 SH   SOLE   2,716 0 0
MATERION CORP COM 576690101   366 2,630 SH   SOLE   2,630 0 0
TREX CO INC COM 89531P105   1,030 10,378 SH   SOLE   10,378 0 0
LATHAM GROUP INC COM 51819L107   849 212,417 SH   SOLE   212,417 0 0
PHREESIA INC COM 71944F106   328 13,466 SH   SOLE   13,466 0 0
SHIFT4 PMTS INC CL A 82452J109   345 5,255 SH   SOLE   5,255 0 0
EVOLENT HEALTH INC CL A 30050B101   350 10,696 SH   SOLE   10,696 0 0
HEALTHEQUITY INC COM 42226A107   720 9,030 SH   SOLE   9,030 0 0
FORESTAR GROUP INC COM 346232101   830 21,046 SH   SOLE   21,046 0 0
MERIT MED SYS INC COM 589889104   444 5,877 SH   SOLE   5,877 0 0
PACIRABIO SCIENCES INC COM 695127100   197 6,769 SH   SOLE   6,769 0 0
SIMILARWEB LTD SHS M84137104   400 44,517 SH   SOLE   44,517 0 0
ENERPAC TOOL GROUP CORP CL A 292765104   476 13,423 SH   SOLE   13,423 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   190 7,089 SH   SOLE   7,089 0 0
KINSALE CAP GROUP INC COM 49714P108   542 1,020 SH   SOLE   1,020 0 0
CAVA GROUP INC COM 148929102   343 4,954 SH   SOLE   4,954 0 0
WINGSTOP INC COM 974155103   323 883 SH   SOLE   883 0 0
Q2 HLDGS INC COM 74736L109   373 7,096 SH   SOLE   7,096 0 0
PLEXUS CORP COM 729132100   408 4,363 SH   SOLE   4,363 0 0
CERTARA INC COM 15687V109   310 17,621 SH   SOLE   17,621 0 0
HUB GROUP INC CL A 443320106   388 9,032 SH   SOLE   9,032 0 0
UPWORK INC COM 91688F104   394 32,114 SH   SOLE   32,114 0 0
FLYWIRE CORPORATION COM VTG 302492103   402 16,252 SH   SOLE   16,252 0 0
CARGURUS INC COM CL A 141788109   503 21,865 SH   SOLE   21,865 0 0
LEGALZOOM INC COM 52466B103   475 35,795 SH   SOLE   35,795 0 0
WORLD FUEL SVCS CORP COM 981475106   557 21,052 SH   SOLE   21,052 0 0
TECNOGLASS INC ORD SHS G87264100   445 8,444 SH   SOLE   8,444 0 0
ONEWATER MARINE INC CL A 68280L101   619 23,031 SH   SOLE   23,031 0 0
MEDPACE HLDGS INC COM 58506Q109   1,084 2,686 SH   SOLE   2,686 0 0
ENSIGN GROUP INC COM 29358P101   775 6,165 SH   SOLE   6,165 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   412 23,585 SH   SOLE   23,585 0 0
TWIST BIOSCIENCE CORP COM 90184D100   338 9,796 SH   SOLE   9,796 0 0
MARCUS & MILLICHAP INC COM 566324109   208 6,184 SH   SOLE   6,184 0 0
BOWLERO CORP CL A 10258P102   242 17,832 SH   SOLE   17,832 0 0
OPTIMIZERX CORP COM NEW 68401U204   188 15,511 SH   SOLE   15,511 0 0
COURSERA INC COM 22266M104   231 16,438 SH   SOLE   16,438 0 0
PENNANT GROUP INC COM 70805E109   1,042 52,577 SH   SOLE   52,577 0 0
RADNET INC COM 750491102   343 7,082 SH   SOLE   7,082 0 0
VERACYTE INC COM 92337F107   231 10,641 SH   SOLE   10,641 0 0
CASTLE BIOSCIENCES INC COM 14843C105   314 14,783 SH   SOLE   14,783 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   268 6,860 SH   SOLE   6,860 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   456 3,514 SH   SOLE   3,514 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   310 5,401 SH   SOLE   5,401 0 0
MARINEMAX INC COM 567908108   664 20,481 SH   SOLE   20,481 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   258 10,769 SH   SOLE   10,769 0 0
MA TECHNOLOGY SOLUTIONS COM 55405Y100   453 4,742 SH   SOLE   4,742 0 0
ACCOLADE INC COM 00437E102   197 19,775 SH   SOLE   19,775 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   353 14,497 SH   SOLE   14,497 0 0
SPSM INC COM 78463M107   534 2,906 SH   SOLE   2,906 0 0
HAYWARD HLDGS INC COM 421298100   535 34,504 SH   SOLE   34,504 0 0
ARHAUS INC COM CL A 04035M102   576 38,900 SH   SOLE   38,900 0 0
KURA SUSHI USA INC CL A 501270102   395 3,298 SH   SOLE   3,298 0 0
SIMPLY GOOD FOODS CO COM 82900L102   521 15,366 SH   SOLE   15,366 0 0