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
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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
Viemed Healthcare Inc Common Stock 92663R105   983,927 101,882 SH   SOLE   101,882 0 0
Celldex Therapeutics Inc Common Stock 15117B202   2,271,885 63,143 SH   SOLE   63,143 0 0
Madrigal Pharmaceuticals Inc Common Stock 558868105   2,788,413 11,510 SH   SOLE   11,510 0 0
Huron Consulting Group Inc Common Stock 447462102   2,937,282 36,547 SH   SOLE   36,547 0 0
Prothena Corp PLC Common Stock G72800108   3,059,426 63,120 SH   SOLE   63,120 0 0
Viridian Therapeutics Inc Common Stock 92790C104   3,125,660 122,864 SH   SOLE   122,864 0 0
RLI Corp Common Stock 749607107   3,236,491 24,351 SH   SOLE   24,339 0 12
AECOM Common Stock 00766T100   3,248,175 38,522 SH   SOLE   38,489 0 33
McGrath RentCorp Common Stock 580589109   3,251,947 34,851 SH   SOLE   34,851 0 0
Timken Co/The Common Stock 887389104   3,297,320 40,349 SH   SOLE   40,349 0 0
Terex Corp Common Stock 880779103   3,323,948 68,705 SH   SOLE   68,705 0 0
Interactive Brokers Group Inc Common Stock 45841N107   3,374,558 40,874 SH   SOLE   40,874 0 0
Crane Holdings Co Common Stock 224441105   3,387,748 29,848 SH   SOLE   29,848 0 0
Ceridian HCM Holding Inc Common Stock 15677J108   3,475,534 47,467 SH   SOLE   47,442 0 25
Kinsale Capital Group Inc Common Stock 49714P108   3,495,847 11,647 SH   SOLE   11,640 0 7
Sanmina Corp Common Stock 801056102   3,535,407 57,967 SH   SOLE   57,967 0 0
Stantec Inc Common Stock 85472N109   3,562,295 61,018 SH   SOLE   61,018 0 0
Osisko Gold Royalties Ltd Common Stock 68827L101   3,577,325 226,656 SH   SOLE   226,459 0 197
Celestica Inc Common Stock 15101Q108   3,595,859 279,200 SH   SOLE   279,200 0 0
NeoGenomics Inc Common Stock 64049M209   3,596,453 206,574 SH   SOLE   206,574 0 0
Fastly Inc Common Stock 31188V100   3,668,310 206,549 SH   SOLE   206,549 0 0
Hims & Hers Health Inc Common Stock 433000106   3,676,848 370,650 SH   SOLE   370,650 0 0
UFP Technologies Inc Common Stock 902673102   3,696,675 28,471 SH   SOLE   28,471 0 0
Bridgebio Pharma Inc Common Stock 10806X102   3,701,220 223,234 SH   SOLE   223,234 0 0
C3.ai Inc Common Stock 12468P104   3,707,471 110,440 SH   SOLE   110,440 0 0
Federal Signal Corp Common Stock 313855108   3,716,746 68,562 SH   SOLE   68,562 0 0
Lantheus Holdings Inc Common Stock 516544103   3,987,483 48,298 SH   SOLE   48,298 0 0
Sarepta Therapeutics Inc Common Stock 803607100   4,011,267 29,103 SH   SOLE   29,103 0 0
RenaissanceRe Holdings Ltd Common Stock G7496G103   4,043,062 20,181 SH   SOLE   20,173 0 8
PulteGroup Inc Common Stock 745867101   4,047,546 69,450 SH   SOLE   69,450 0 0
Builders FirstSource Inc Common Stock 12008R107   4,074,381 45,893 SH   SOLE   45,864 0 29
Dick's Sporting Goods Inc Common Stock 253393102   4,077,067 28,734 SH   SOLE   28,716 0 18
WillScot Mobile Mini Holdings Corp Common Stock 971378104   4,095,999 87,372 SH   SOLE   87,332 0 40
FTI Consulting Inc Common Stock 302941109   4,124,812 20,901 SH   SOLE   20,888 0 13
Napco Security Technologies Inc Common Stock 630402105   4,139,926 110,163 SH   SOLE   110,163 0 0
TFI International Inc Common Stock 87241L109   4,141,768 34,757 SH   SOLE   34,711 0 46
Natera Inc Common Stock 632307104   4,151,286 74,771 SH   SOLE   74,771 0 0
AAON Inc Common Stock 000360206   4,200,697 43,445 SH   SOLE   43,445 0 0
FTAI Aviation Ltd Common Stock G3730V105   4,209,210 150,544 SH   SOLE   150,544 0 0
Badger Meter Inc Common Stock 056525108   4,220,089 34,642 SH   SOLE   34,619 0 23
Alamo Group Inc Common Stock 011311107   4,221,131 22,921 SH   SOLE   22,921 0 0
nVent Electric PLC Common Stock G6700G107   4,222,934 98,345 SH   SOLE   98,345 0 0
Altair Engineering Inc Common Stock 021369103   4,223,555 58,571 SH   SOLE   58,571 0 0
BellRing Brands Inc Common Stock 07831C103   4,230,280 124,420 SH   SOLE   124,346 0 74
Encore Wire Corp Common Stock 292562105   4,318,189 23,300 SH   SOLE   23,300 0 0
IVERIC bio Inc Common Stock 46583P102   4,341,835 178,456 SH   SOLE   178,456 0 0
Weatherford International PLC Common Stock G48833118   4,358,427 73,436 SH   SOLE   73,436 0 0
Super Micro Computer Inc Common Stock 86800U104   4,360,239 40,922 SH   SOLE   40,922 0 0
Cirrus Logic Inc Common Stock 172755100   4,458,876 40,765 SH   SOLE   40,740 0 25
WESCO International Inc Common Stock 95082P105   4,514,577 29,213 SH   SOLE   29,201 0 12
MarketAxess Holdings Inc Common Stock 57060D108   4,547,572 11,622 SH   SOLE   11,614 0 8
Hyatt Hotels Corp Common Stock 448579102   4,554,437 40,741 SH   SOLE   40,741 0 0
Visteon Corp Common Stock 92839U206   4,568,301 29,129 SH   SOLE   29,112 0 17
Exact Sciences Corp Common Stock 30063P105   4,708,862 69,442 SH   SOLE   69,399 0 43
O-I Glass Inc Common Stock 67098H104   4,722,749 207,959 SH   SOLE   207,959 0 0
Shift4 Payments Inc Common Stock 82452J109   4,774,566 62,989 SH   SOLE   62,989 0 0
ATI Inc Common Stock 01741R102   4,814,791 122,017 SH   SOLE   121,942 0 75
Atkore Inc Common Stock 047649108   4,875,078 34,703 SH   SOLE   34,703 0 0
Transocean Ltd Common Stock H8817H100   4,891,075 769,037 SH   SOLE   769,037 0 0
NewView Capital Management LLC Common Stock 26603R106   4,913,794 34,461 SH   SOLE   34,461 0 0
Clean Harbors Inc Common Stock 184496107   4,923,880 34,539 SH   SOLE   34,518 0 21
Lincoln Electric Holdings Inc Common Stock 533900106   4,927,236 29,138 SH   SOLE   29,124 0 14
Applied Industrial Technologies Inc Common Stock 03820C105   4,958,774 34,889 SH   SOLE   34,869 0 20
Belden Inc Common Stock 077454106   5,034,656 58,023 SH   SOLE   57,985 0 38
Wynn Resorts Ltd Common Stock 983134107   5,190,274 46,379 SH   SOLE   46,379 0 0
Modine Manufacturing Co Common Stock 607828100   5,193,119 225,298 SH   SOLE   225,298 0 0
TransMedics Group Inc Common Stock 89377M109   5,284,212 69,777 SH   SOLE   69,777 0 0
Sanken Electric Co Ltd Common Stock 01749D105   5,287,346 110,176 SH   SOLE   110,109 0 67
elf Beauty Inc Common Stock 26856L103   5,349,786 64,964 SH   SOLE   64,964 0 0
Comfort Systems USA Inc Common Stock 199908104   5,360,381 36,725 SH   SOLE   36,702 0 23
Academy Sports & Outdoors Inc Common Stock 00402L107   5,672,117 86,929 SH   SOLE   86,875 0 54
EMCOR Group Inc Common Stock 29084Q100   5,676,830 34,915 SH   SOLE   34,915 0 0
Agilysys Inc Common Stock 00847J105   5,691,045 68,974 SH   SOLE   68,974 0 0
Crocs Inc Common Stock 227046109   5,878,828 46,495 SH   SOLE   46,467 0 28
Rambus Inc Common Stock 750917106   5,977,685 116,615 SH   SOLE   116,615 0 0
Impinj Inc Common Stock 453204109   6,285,960 46,384 SH   SOLE   46,358 0 26
Perion Network Ltd Common Stock M78673114   6,377,605 161,132 SH   SOLE   161,132 0 0
First Solar Inc Common Stock 336433107   6,429,735 29,562 SH   SOLE   29,546 0 16
Iridium Communications Inc Common Stock 46269C102   6,460,414 104,318 SH   SOLE   104,268 0 50
Axcelis Technologies Inc Common Stock 054540208   6,920,739 51,938 SH   SOLE   51,911 0 27
Vipshop Holdings Ltd Common Stock 92763W103   9,648,150 635,583 SH   SOLE   635,583 0 0