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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,793,139 9,847 SH   SOLE   6,718 0 3,129
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CW0 3,775,824 55,905 SH   SOLE   25,905 15,195 14,805
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 499,152 2,898 SH   SOLE   2,898 0 0
ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 2,005,233 19,663 SH   SOLE   9,075 5,368 5,220
AFLAC INC COM 001055102 BBG001S5NGJ4 1,846,763 21,509 SH   SOLE   21,509 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 217,520 2,000 SH   SOLE   0 0 2,000
ALBANY INTL CORP CL A 012348108 BBG001S5VKN1 5,729,732 61,274 SH   SOLE   28,211 16,878 16,185
ALKERMES PLC SHS G01767105 BBG001S6RXM7 1,792,251 66,208 SH   SOLE   30,700 17,968 17,540
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 319,524 2,138 SH   SOLE   2,138 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 425,170 2,817 SH   SOLE   0 0 2,817
ALPINE IMMUNE SCIENCES INC COM 02083G100 BBG001V0G8Y0 2,013,633 50,798 SH   SOLE   23,515 13,858 13,425
ALTAIR ENGR INC COM CL A 021369103 BBG001SR65P2 2,540,908 29,494 SH   SOLE   13,785 7,839 7,870
ALTIMMUNE INC COM NEW 02155H200 BBG001SNS461 3,128,497 307,318 SH   SOLE   142,835 83,518 80,965
AMAZON COM INC COM 023135106 BBG001S5PQL7 759,941 4,213 SH   SOLE   0 0 4,213
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 234,539 1,187 SH   SOLE   0 0 1,187
AMERICAN WOODMARK CORPORATIO COM 030506109 BBG001S5NQ57 3,902,931 38,392 SH   SOLE   17,790 10,452 10,150
AMGEN INC COM 031162100 BBG001S5NNL6 910,393 3,202 SH   SOLE   3,044 0 158
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 BBG001SCM4W2 3,314,239 75,478 SH   SOLE   33,985 21,058 20,435
APELLIS PHARMACEUTICALS INC COM 03753U106 BBG007KGRPZ3 378,014 6,431 SH   SOLE   6,431 0 0
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 5,438,890 22,043 SH   SOLE   11,503 5,360 5,180
ARCBEST CORP COM 03937C105 BBG001S686R2 5,155,650 36,180 SH   SOLE   17,681 9,394 9,105
ARCELLX INC COMMON STOCK 03940C100 BBG00QHJM4W4 1,429,948 20,560 SH   SOLE   9,545 5,590 5,425
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 245,323 846 SH   SOLE   0 0 846
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 BBG001SGT8G5 1,516,915 53,039 SH   SOLE   26,323 13,556 13,160
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 230,232 1,523 SH   SOLE   1,523 0 0
ATI INC COM 01741R102 BBG001S8WY72 9,117,880 178,188 SH   SOLE   82,540 48,503 47,145
ATKORE INC COM 047649108 BBG001T8LDZ8 5,975,020 31,388 SH   SOLE   14,517 8,566 8,305
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 311,880 1,397 SH   SOLE   1,397 0 0
AXSOME THERAPEUTICS INC COM 05464T104 BBG00B6G7GM6 5,239,588 65,659 SH   SOLE   32,107 17,022 16,530
AZEK CO INC CL A 05478C105 BBG00RP7FY15 3,887,329 77,406 SH   SOLE   35,856 21,125 20,425
BALCHEM CORP COM 057665200 BBG001S5P2R4 5,011,703 32,344 SH   SOLE   14,954 8,845 8,545
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 4,288,766 72,654 SH   SOLE   35,863 18,686 18,105
BEST BUY INC COM 086516101 BBG001S5P285 1,694,822 20,661 SH   SOLE   20,661 0 0
BIOGEN INC COM 09062X103 BBG001S67826 625,543 2,901 SH   SOLE   2,901 0 0
BIOHAVEN LTD COM G1110E107 BBG017BXV3R8 1,670,615 30,547 SH   SOLE   15,131 7,816 7,600
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG001S76R05 615,660 7,049 SH   SOLE   7,049 0 0
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 454,368 6,455 SH   SOLE   5,513 0 942
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 263,262 3,480 SH   SOLE   3,480 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 472,275 3,595 SH   SOLE   0 0 3,595
BOOT BARN HLDGS INC COM 099406100 BBG007D38ZV3 3,830,549 40,258 SH   SOLE   18,655 10,958 10,645
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 224,590 1,513 SH   SOLE   0 0 1,513
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 497,717 7,267 SH   SOLE   3,549 0 3,718
BRAZE INC COM CL A 10576N102 BBG00294NX54 1,788,347 40,369 SH   SOLE   18,695 10,994 10,680
BRIDGEBIO PHARMA INC COM 10806X102 BBG00P9KDZL5 4,613,944 149,222 SH   SOLE   81,538 34,334 33,350
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG001SR7MB9 422,831 2,064 SH   SOLE   1,662 0 402
BWX TECHNOLOGIES INC COM 05605H100 BBG001SGJPH7 9,854,496 96,029 SH   SOLE   47,972 24,402 23,655
CACI INTL INC CL A 127190304 BBG001SF9NK1 5,810,873 15,339 SH   SOLE   7,559 3,953 3,827
CACTUS INC CL A 127203107 BBG00JRH1Q02 5,580,577 111,411 SH   SOLE   55,069 28,572 27,770
CATALYST PHARMACEUTICALS INC COM 14888U101 BBG001SRHS16 4,797,159 300,951 SH   SOLE   139,435 81,976 79,540
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 BBG001S7QN20 616,413 14,687 SH   SOLE   14,687 0 0
CENCORA INC COM 03073E105 BBG001S8X7P0 256,597 1,056 SH   SOLE   761 0 295
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 1,996,041 23,988 SH   SOLE   23,988 0 0
CHART INDS INC COM 16115Q308 BBG001SQV7W4 6,785,476 41,194 SH   SOLE   20,365 10,559 10,270
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 5,535,778 31,058 SH   SOLE   15,028 8,130 7,900
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 4,471,900 22,214 SH   SOLE   11,778 5,296 5,140
COHEN & STEERS INC COM 19247A100 BBG001S5PZN5 9,407,107 122,345 SH   SOLE   59,649 31,341 31,355
COLUMBIA BKG SYS INC COM 197236102 BBG001S72GJ3 5,303,196 274,067 SH   SOLE   126,940 74,642 72,485
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 5,326,726 16,766 SH   SOLE   7,770 4,561 4,435
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 2,527,144 19,855 SH   SOLE   18,783 0 1,072
CONSTRUCTION PARTNERS INC COM CL A 21044C107 BBG00KK0CFZ7 6,892,806 122,757 SH   SOLE   56,870 33,412 32,475
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 1,854,829 66,529 SH   SOLE   66,529 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 4,866,517 229,661 SH   SOLE   103,395 64,051 62,215
CRINETICS PHARMACEUTICALS IN COM 22663K107 BBG00BC592C3 2,640,178 56,402 SH   SOLE   26,100 15,392 14,910
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 256,472 800 SH   SOLE   0 0 800
CYTOKINETICS INC COM NEW 23282W605 BBG001SGMVF2 5,110,808 72,897 SH   SOLE   38,761 17,311 16,825
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 560,050 595 SH   SOLE   595 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 298,066 2,149 SH   SOLE   1,554 0 595
DIAMOND OFFSHORE DRILLING IN COM 25271C201 BBG010JCFCF2 5,795,500 424,890 SH   SOLE   210,008 108,987 105,895
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 343,627 1,734 SH   SOLE   1,734 0 0
DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 1,825,166 13,923 SH   SOLE   13,923 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 202,016 1,651 SH   SOLE   0 0 1,651
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 4,573,772 23,332 SH   SOLE   11,527 5,990 5,815
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 633,750 8,011 SH   SOLE   8,011 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 2,285,955 43,311 SH   SOLE   43,311 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDZ26 259,120 2,585 SH   SOLE   2,585 0 0
ELEMENT SOLUTIONS INC COM 28618M106 BBG004KDL523 6,754,042 270,378 SH   SOLE   131,788 70,380 68,210
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 273,789 528 SH   SOLE   376 0 152
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,027,685 1,321 SH   SOLE   580 0 741
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 284,172 2,022 SH   SOLE   2,022 0 0
EVERCORE INC CLASS A 29977A105 BBG001SC3S41 11,773,027 61,130 SH   SOLE   33,174 14,191 13,765
EXACT SCIENCES CORP COM 30063P105 BBG001SGCLB9 418,435 6,059 SH   SOLE   6,059 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 305,130 2,625 SH   SOLE   0 0 2,625
FABRINET SHS G3323L100 BBG001SP57F4 4,151,257 21,962 SH   SOLE   10,807 5,655 5,500
FORESTAR GROUP INC COM 346232101 BBG001S5R9G9 6,837,685 170,134 SH   SOLE   78,780 46,379 44,975
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 3,368,574 31,538 SH   SOLE   14,572 8,626 8,340
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 4,028,376 59,857 SH   SOLE   27,720 16,292 15,845
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 228,534 809 SH   SOLE   0 0 809
GENTEX CORP COM 371901109 BBG001S5RMR8 216,720 6,000 SH   SOLE   6,000 0 0
GENWORTH FINL INC COM CL A 37247D106 BBG001SJ0DH8 2,180,876 339,172 SH   SOLE   339,172 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 429,099 5,858 SH   SOLE   5,858 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 369,656 885 SH   SOLE   0 0 885
GRAPHIC PACKAGING HLDG CO COM 388689101 BBG001S90195 245,024 8,397 SH   SOLE   8,397 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 307,776 5,725 SH   SOLE   5,725 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 BBG001SGX585 5,041,228 123,924 SH   SOLE   60,456 32,198 31,270
HARTFORD FINL SVCS GROUP INC COM 416515104 BBG001S8PXF3 1,905,807 18,494 SH   SOLE   18,494 0 0
HEICO CORP NEW CL A 422806208 BBG001S96YM2 424,567 2,758 SH   SOLE   2,758 0 0
HELEN OF TROY LTD COM G4388N106 BBG001S5RVH9 5,936,934 51,518 SH   SOLE   23,849 14,079 13,590
HELLO GROUP INC ADS 423403104 BBG007HTCQV7 269,688 43,428 SH   SOLE   43,428 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 354,583 2,041 SH   SOLE   2,041 0 0
HILTON GRAND VACATIONS INC COM 43283X105 BBG00CBYY6L2 5,010,775 106,138 SH   SOLE   49,160 28,903 28,075
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 471,483 6,890 SH   SOLE   6,890 0 0
ICF INTL INC COM 44925C103 BBG001S6L7P7 7,774,014 51,610 SH   SOLE   25,146 13,434 13,030
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 209,834 782 SH   SOLE   0 0 782
INCYTE CORP COM 45337C102 BBG001S8Q6N2 309,518 5,433 SH   SOLE   5,433 0 0
INDEPENDENT BK CORP MASS COM 453836108 BBG001S5S8F1 5,274,360 101,391 SH   SOLE   51,357 25,379 24,655
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 339,336 1,777 SH   SOLE   0 0 1,777
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 279,363 700 SH   SOLE   505 0 195
IOVANCE BIOTHERAPEUTICS INC COM 462260100 BBG001T2PM32 3,331,995 224,831 SH   SOLE   109,248 58,648 56,935
IQVIA HLDGS INC COM 46266C105 BBG00333FZ54 474,927 1,878 SH   SOLE   1,051 0 827
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 226,257 3,725 SH   SOLE   3,725 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 209,988 1,900 SH   SOLE   1,900 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG001SNW8K1 211,337 1,755 SH   SOLE   1,269 0 486
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 553,429 2,763 SH   SOLE   0 0 2,763
KB HOME COM 48666K109 BBG001S5SJV9 1,875,343 26,458 SH   SOLE   26,458 0 0
KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 825,416 1,573 SH   SOLE   1,573 0 0
KNIFE RIVER CORP COMMON STOCK 498894104 BBG002N3N2W8 9,666,033 119,216 SH   SOLE   58,979 30,577 29,660
KURA ONCOLOGY INC COM 50127T109 BBG008974351 2,343,122 109,851 SH   SOLE   50,870 29,926 29,055
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 6,777,251 32,641 SH   SOLE   15,909 8,517 8,215
LEONARDO DRS INC COM 52661A108 BBG00ZSB4TT8 9,985,144 452,021 SH   SOLE   209,305 123,276 119,440
LIGHT & WONDER INC COM 80874P109 BBG00JR5MM40 8,893,162 87,111 SH   SOLE   41,694 23,037 22,380
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 205,601 452 SH   SOLE   0 0 452
LOWES COS INC COM 548661107 BBG001S5SVL3 332,423 1,305 SH   SOLE   0 0 1,305
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 233,942 12,090 SH   SOLE   12,090 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 2,630,100 27,500 SH   SOLE   12,747 7,508 7,245
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 1,368,313 5,124 SH   SOLE   2,523 1,316 1,285
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 BBG001V0GHW2 408,512 3,792 SH   SOLE   3,792 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 358,770 745 SH   SOLE   0 0 745
MCDONALDS CORP COM 580135101 BBG001S5T110 306,198 1,086 SH   SOLE   0 0 1,086
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 253,930 473 SH   SOLE   344 0 129
MDU RES GROUP INC COM 552690109 BBG001S5T2W4 280,602 11,135 SH   SOLE   11,135 0 0
MEDPACE HLDGS INC COM 58506Q109 BBG0065B7K40 448,607 1,110 SH   SOLE   1,110 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 760,032 5,760 SH   SOLE   2,678 0 3,082
MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 7,435,118 42,375 SH   SOLE   19,616 11,544 11,215
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,353,456 3,217 SH   SOLE   0 0 3,217
MODINE MFG CO COM 607828100 BBG001S5T913 6,670,344 70,074 SH   SOLE   33,832 18,382 17,860
MR COOPER GROUP INC COM 62482R107 BBG002V09956 3,678,305 47,188 SH   SOLE   21,855 12,853 12,480
MSA SAFETY INC COM 553498106 BBG001S5TCN2 313,035 1,617 SH   SOLE   1,617 0 0
NATERA INC COM 632307104 BBG001V0FSF8 287,459 3,143 SH   SOLE   3,143 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 670,705 4,863 SH   SOLE   4,863 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 BBG01BNNTQP2 2,631,465 111,267 SH   SOLE   51,530 30,307 29,430
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 4,877,427 86,679 SH   SOLE   42,921 22,178 21,580
NOVANTA INC COM 67000B104 BBG001S6MRJ9 3,556,395 20,349 SH   SOLE   9,432 5,507 5,410
NUTANIX INC CL A 67059N108 BBG001V13SG8 307,921 4,989 SH   SOLE   4,989 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,180,049 1,306 SH   SOLE   0 0 1,306
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 3,732,059 20,610 SH   SOLE   10,169 5,291 5,150
OPTION CARE HEALTH INC COM NEW 68404L201 BBG001S6X756 3,795,722 113,170 SH   SOLE   55,689 29,171 28,310
OXFORD INDS INC COM 691497309 BBG001S5TZF0 3,989,413 35,493 SH   SOLE   16,460 9,653 9,380
PACKAGING CORP AMER COM 695156109 BBG001S5V741 360,582 1,900 SH   SOLE   0 0 1,900
PATHWARD FINANCIAL INC COM 59100U108 BBG001S7G4Q7 5,076,016 100,555 SH   SOLE   46,535 27,425 26,595
PEPSICO INC COM 713448108 BBG001S695T1 509,279 2,910 SH   SOLE   0 0 2,910
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 6,562,085 371,579 SH   SOLE   172,075 101,174 98,330
PFIZER INC COM 717081103 BBG001S5V466 610,611 22,004 SH   SOLE   8,837 0 13,167
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 247,466 2,701 SH   SOLE   0 0 2,701
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 BBG001S985K5 2,321,397 132,198 SH   SOLE   132,198 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 420,044 1,041 SH   SOLE   1,041 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG001S5V4Y5 4,624,872 110,116 SH   SOLE   56,123 27,383 26,610
POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 1,543,405 21,571 SH   SOLE   9,997 5,879 5,695
PROTAGONIST THERAPEUTICS INC COM 74366E102 BBG002B63KP4 2,908,015 100,519 SH   SOLE   46,555 27,379 26,585
PULTE GROUP INC COM 745867101 BBG001S5V5K7 474,640 3,935 SH   SOLE   3,935 0 0
PURE STORAGE INC CL A 74624M102 BBG00212PW10 265,305 5,103 SH   SOLE   5,103 0 0
QUALYS INC COM 74758T303 BBG001SYH860 4,096,825 24,551 SH   SOLE   11,373 6,688 6,490
RAMBUS INC DEL COM 750917106 BBG001S7RF80 3,328,407 53,849 SH   SOLE   26,410 13,944 13,495
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 1,786,381 1,856 SH   SOLE   1,540 0 316
REPLIGEN CORP COM 759916109 BBG001S5VNT9 218,129 1,186 SH   SOLE   1,186 0 0
REXFORD INDL RLTY INC COM 76169C100 BBG004MB82S9 345,813 6,875 SH   SOLE   6,875 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 215,278 506 SH   SOLE   0 0 506
SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 431,749 3,335 SH   SOLE   3,335 0 0
SCORPIO TANKERS INC SHS Y7542C130 BBG001T6B9Q2 12,190,045 170,371 SH   SOLE   99,596 35,940 34,835
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K366 8,854,897 142,156 SH   SOLE   70,109 36,547 35,500
SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 200,262 615 SH   SOLE   615 0 0
SI-BONE INC COM 825704109 BBG001V0GNP7 2,230,527 136,257 SH   SOLE   63,130 37,122 36,005
SIGNET JEWELERS LIMITED SHS G81276100 BBG001S7FKS0 1,600,520 15,994 SH   SOLE   15,994 0 0
SILICON LABORATORIES INC COM 826919102 BBG001S5W492 1,163,845 8,098 SH   SOLE   3,753 2,210 2,135
SIMPLY GOOD FOODS CO COM 82900L102 BBG00GVP5JM3 7,547,718 221,796 SH   SOLE   106,435 58,566 56,795
SIMPSON MFG INC COM 829073105 BBG001SB9QN0 4,609,369 22,465 SH   SOLE   10,410 6,135 5,920
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D67 210,682 1,207 SH   SOLE   1,207 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102 BBG002QHKLR1 7,769,309 207,680 SH   SOLE   96,140 56,720 54,820
SL GREEN RLTY CORP COM 78440X887 BBG001S9Z1V2 4,969,253 90,137 SH   SOLE   45,003 22,929 22,205
SOUTHWEST GAS HLDGS INC COM 844895102 BBG00FWP4JX3 9,515,869 124,995 SH   SOLE   59,429 33,266 32,300
SPRINGWORKS THERAPEUTICS INC COM 85205L107 BBG00Q011TX8 889,898 18,080 SH   SOLE   8,355 4,930 4,795
SPS COMM INC COM 78463M107 BBG001T65R07 7,811,285 42,246 SH   SOLE   20,821 10,870 10,555
STAG INDL INC COM 85254J102 BBG001T9F312 6,589,077 171,412 SH   SOLE   79,360 46,687 45,365
STERIS PLC SHS USD G8473T100 BBG00MRHG532 401,978 1,788 SH   SOLE   1,681 0 107
STIFEL FINL CORP COM 860630102 BBG001S5W081 479,104 6,129 SH   SOLE   6,129 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 524,280 1,465 SH   SOLE   1,055 0 410
SUMMIT MATLS INC CL A 86614U100 BBG006K8P6F9 8,985,267 201,599 SH   SOLE   101,226 51,278 49,095
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 5,514,764 5,460 SH   SOLE   2,616 1,438 1,406
SYNCHRONY FINANCIAL COM 87165B103 BBG00658F3Q2 1,831,306 42,470 SH   SOLE   42,470 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 427,173 995 SH   SOLE   995 0 0
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 10,617,094 159,896 SH   SOLE   78,926 41,180 39,790
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 347,573 957 SH   SOLE   690 0 267
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 2,437,072 18,838 SH   SOLE   18,838 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 310,274 704 SH   SOLE   704 0 0
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 2,553,148 34,530 SH   SOLE   15,993 9,407 9,130
TREX CO INC COM 89531P105 BBG001SB6TV8 346,332 3,472 SH   SOLE   3,472 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 4,439,286 159,744 SH   SOLE   73,955 43,564 42,225
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 296,657 698 SH   SOLE   698 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 208,825 1,405 SH   SOLE   0 0 1,405
UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 798,277 3,475 SH   SOLE   3,475 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 553,569 1,119 SH   SOLE   342 0 777
VARONIS SYS INC COM 922280102 BBG001Y04TP4 5,396,767 114,411 SH   SOLE   53,028 31,128 30,255
VAXCYTE INC COM 92243G108 BBG009PHHPP4 8,101,703 118,602 SH   SOLE   64,288 27,644 26,670
VERMILION ENERGY INC COM 923725105 BBG001S7X7L6 490,295 39,400 SH   SOLE   39,400 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 BBG00GD4KBM0 5,066,934 314,912 SH   SOLE   153,148 82,399 79,365
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1,155,380 2,764 SH   SOLE   2,607 0 157
VIATRIS INC COM 92556V106 BBG00Y52JV51 1,878,353 157,316 SH   SOLE   157,316 0 0
VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 4,570,270 55,735 SH   SOLE   26,825 14,660 14,250
VIRTU FINL INC CL A 928254101 BBG0064N2T87 1,927,341 93,925 SH   SOLE   93,925 0 0
VISTEON CORP COM NEW 92839U206 BBG001TCM086 3,585,458 30,486 SH   SOLE   14,133 8,293 8,060
WALKER & DUNLOP INC COM 93148P102 BBG001T0JGM5 4,991,657 49,393 SH   SOLE   22,845 13,458 13,090
WEX INC COM 96208T104 BBG001SCJLG6 459,858 1,936 SH   SOLE   1,936 0 0
WINTRUST FINL CORP COM 97650W108 BBG001S945T0 10,721,166 102,703 SH   SOLE   50,276 26,652 25,775
WORKIVA INC COM CL A 98139A105 BBG007BVZ8J7 3,538,958 41,733 SH   SOLE   19,340 11,373 11,020
XENON PHARMACEUTICALS INC COM 98420N105 BBG002VBMLS5 622,116 14,451 SH   SOLE   14,451 0 0
ZOETIS INC CL A 98978V103 BBG0039320P7 295,102 1,744 SH   SOLE   1,257 0 487