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 537,887 3,136 SH   SOLE   0 0 3,136
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CW0 3,107,191 58,351 SH   SOLE   25,415 16,056 16,880
ACUSHNET HLDGS CORP COM 005098108 BBG00D5L3ST3 3,211,326 50,588 SH   SOLE   22,800 13,558 14,230
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 464,489 2,896 SH   SOLE   2,896 0 0
ADVANCED ENERGY INDS COM 007973100 BBG001S8L5Z6 4,513,105 41,496 SH   SOLE   18,700 11,126 11,670
AFLAC INC COM 001055102 BBG001S5NGJ4 1,920,969 21,509 SH   SOLE   21,509 0 0
ALBANY INTL CORP CL A 012348108 BBG001S5VKN1 3,383,827 40,069 SH   SOLE   17,806 10,848 11,415
ALKERMES PLC SHS G01767105 BBG001S6RXM7 1,495,791 62,066 SH   SOLE   27,930 16,596 17,540
ALLETE INC COM NEW 018522300 BBG001S77110 2,148,020 34,451 SH   SOLE   15,455 9,241 9,755
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 514,209 2,823 SH   SOLE   0 0 2,823
ALTAIR ENGR INC COM CL A 021369103 BBG001SR65P2 6,407,174 65,326 SH   SOLE   30,251 17,095 17,980
AMAZON COM INC COM 023135106 BBG001S5PQL7 815,322 4,219 SH   SOLE   0 0 4,219
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 290,792 1,496 SH   SOLE   0 0 1,496
AMERICAN WOODMARK CORPORATIO COM 030506109 BBG001S5NQ57 2,823,469 35,922 SH   SOLE   16,135 9,637 10,150
AMKOR TECHNOLOGY INC COM 031652100 BBG001S64YF8 2,110,655 52,740 SH   SOLE   27,439 12,336 12,965
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 BBG001SCM4W2 2,229,360 55,734 SH   SOLE   24,265 15,334 16,135
APPFOLIO INC COM CL A 03783C100 BBG008GC8CS3 4,844,687 19,809 SH   SOLE   10,255 4,664 4,890
ARCBEST CORP COM 03937C105 BBG001S686R2 3,642,326 34,015 SH   SOLE   16,245 8,665 9,105
ARCELLX INC COMMON STOCK 03940C100 BBG00QHJM4W4 1,508,729 27,337 SH   SOLE   12,280 7,337 7,720
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 297,908 850 SH   SOLE   0 0 850
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 BBG001SGT8G5 1,296,355 49,879 SH   SOLE   24,199 12,520 13,160
ASBURY AUTOMOTIVE GROUP INC COM 043436104 BBG001S9B5H5 2,097,088 9,203 SH   SOLE   4,125 2,473 2,605
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VP72 207,707 1,523 SH   SOLE   1,523 0 0
ATI INC COM 01741R102 BBG001S8WY72 8,225,730 148,345 SH   SOLE   66,715 39,730 41,900
ATKORE INC COM 047649108 BBG001T8LDZ8 3,968,966 29,415 SH   SOLE   13,202 7,908 8,305
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 BBG01B079Z92 4,579,387 159,117 SH   SOLE   71,655 42,677 44,785
AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 305,235 1,396 SH   SOLE   1,396 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 BBG001SF8W86 3,353,125 23,582 SH   SOLE   10,625 6,322 6,635
AXSOME THERAPEUTICS INC COM 05464T104 BBG00B6G7GM6 4,970,956 61,751 SH   SOLE   29,506 15,715 16,530
AZEK CO INC CL A 05478C105 BBG00RP7FY15 3,690,251 87,592 SH   SOLE   39,451 23,481 24,660
BALCHEM CORP COM 057665200 BBG001S5P2R4 4,666,686 30,313 SH   SOLE   13,609 8,159 8,545
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 3,906,376 68,365 SH   SOLE   33,002 17,258 18,105
BEST BUY INC COM 086516101 BBG001S5P285 1,741,516 20,661 SH   SOLE   20,661 0 0
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 286,313 3,996 SH   SOLE   3,054 0 942
BJS WHSL CLUB HLDGS INC COM 05550J101 BBG00FQ8T4M6 305,332 3,476 SH   SOLE   3,476 0 0
BLACKSTONE INC COM 09260D107 BBG001S7H949 441,718 3,568 SH   SOLE   0 0 3,568
BOOT BARN HLDGS INC COM 099406100 BBG007D38ZV3 6,595,930 51,159 SH   SOLE   22,920 13,899 14,340
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG001T91S76 244,085 1,586 SH   SOLE   0 0 1,586
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 287,555 3,734 SH   SOLE   0 0 3,734
BRIDGEBIO PHARMA INC COM 10806X102 BBG00P9KDZL5 3,187,249 125,829 SH   SOLE   60,781 31,698 33,350
BROADCOM INC COM 11135F101 BBG00KHY5SY8 203,902 127 SH   SOLE   0 0 127
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG001SR7MB9 406,411 2,063 SH   SOLE   1,661 0 402
BWX TECHNOLOGIES INC COM 05605H100 BBG001SGJPH7 649,895 6,841 SH   SOLE   6,841 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 368,191 856 SH   SOLE   856 0 0
CACTUS INC CL A 127203107 BBG00JRH1Q02 6,659,849 126,277 SH   SOLE   60,322 32,125 33,830
CADENCE BANK COM 12740C103 BBG001SHFG98 6,485,650 229,337 SH   SOLE   103,255 61,522 64,560
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KQ51 1,687,074 31,700 SH   SOLE   31,700 0 0
CAMDEN PPTY TR SH BEN INT 133131102 BBG001S5Q6V9 302,889 2,776 SH   SOLE   2,776 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 BBG001SRHS16 4,369,326 282,074 SH   SOLE   126,835 75,699 79,540
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 1,320,744 17,819 SH   SOLE   17,819 0 0
CHART INDS INC COM 16115Q308 BBG001SQV7W4 5,593,464 38,752 SH   SOLE   18,738 9,744 10,270
CHORD ENERGY CORPORATION COM NEW 674215207 BBG00Y7BLJF2 4,891,561 29,172 SH   SOLE   13,768 7,504 7,900
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 631,185 2,791 SH   SOLE   2,791 0 0
COLUMBIA BKG SYS INC COM 197236102 BBG001S72GJ3 5,587,121 280,901 SH   SOLE   126,155 75,431 79,315
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 283,744 933 SH   SOLE   933 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 1,833,740 16,032 SH   SOLE   14,950 0 1,082
CONSTRUCTION PARTNERS INC COM CL A 21044C107 BBG00KK0CFZ7 6,353,401 115,077 SH   SOLE   51,755 30,847 32,475
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 1,774,328 66,529 SH   SOLE   66,529 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 4,808,791 150,557 SH   SOLE   65,675 41,417 43,465
CRINETICS PHARMACEUTICALS IN COM 22663K107 BBG00BC592C3 6,726,697 150,183 SH   SOLE   72,508 37,895 39,780
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 308,085 804 SH   SOLE   0 0 804
CSW INDUSTRIALS INC COM 126402106 BBG007NLG4M2 4,452,963 16,784 SH   SOLE   7,552 4,507 4,725
CYTOKINETICS INC COM NEW 23282W605 BBG001SGMVF2 3,787,453 69,905 SH   SOLE   33,309 17,861 18,735
DECKERS OUTDOOR CORP COM 243537107 BBG001S7GXB9 574,962 594 SH   SOLE   594 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 425,403 2,125 SH   SOLE   1,733 0 392
DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 1,821,268 13,923 SH   SOLE   13,923 0 0
E L F BEAUTY INC COM 26856L103 BBG00DQ6VYQ2 284,051 1,348 SH   SOLE   1,348 0 0
EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 586,353 8,007 SH   SOLE   8,007 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 2,326,667 43,311 SH   SOLE   43,311 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDZ26 294,343 2,584 SH   SOLE   2,584 0 0
ELEMENT SOLUTIONS INC COM 28618M106 BBG004KDL523 7,802,261 287,694 SH   SOLE   136,006 73,908 77,780
ELI LILLY & CO COM 532457108 BBG001S5STL8 671,792 742 SH   SOLE   0 0 742
ENERPAC TOOL GROUP CORP CL A COM 292765104 BBG001S5NYQ7 4,459,691 116,807 SH   SOLE   52,585 31,342 32,880
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 364,768 2,694 SH   SOLE   2,694 0 0
EVERCORE INC CLASS A 29977A105 BBG001SC3S41 6,800,654 32,628 SH   SOLE   19,902 6,211 6,515
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 358,714 3,116 SH   SOLE   0 0 3,116
FABRINET SHS G3323L100 BBG001SP57F4 5,056,137 20,655 SH   SOLE   9,936 5,219 5,500
FINVOLUTION GROUP SPONSORED ADS 31810T101 BBG00HZ6P0Q4 546,943 114,663 SH   SOLE   114,663 0 0
FORESTAR GROUP INC COM 346232101 BBG001S5R9G9 5,441,627 170,104 SH   SOLE   76,445 45,644 48,015
FRANKLIN ELEC INC COM 353514102 BBG001S5R3W4 2,846,641 29,554 SH   SOLE   13,257 7,957 8,340
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 7,770,329 75,272 SH   SOLE   33,840 20,187 21,245
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 235,884 813 SH   SOLE   0 0 813
GENTEX CORP COM 371901109 BBG001S5RMR8 202,159 5,997 SH   SOLE   5,997 0 0
GENWORTH FINL INC COM SHS 37247D106 BBG001SJ0DH8 2,048,599 339,172 SH   SOLE   339,172 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 401,660 888 SH   SOLE   0 0 888
GRAPHIC PACKAGING HLDG CO COM 388689101 BBG001S90195 219,981 8,393 SH   SOLE   8,393 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 288,860 5,720 SH   SOLE   5,720 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 BBG001SGX585 7,095,408 135,512 SH   SOLE   64,445 34,677 36,390
HARTFORD FINL SVCS GROUP INC COM 416515104 BBG001S8PXF3 1,859,387 18,494 SH   SOLE   18,494 0 0
HEALTHEQUITY INC COM 42226A107 BBG001T8JKN8 5,003,565 58,046 SH   SOLE   26,115 15,576 16,355
HEICO CORP NEW CL A 422806208 BBG001S96YM2 489,068 2,755 SH   SOLE   2,755 0 0
HELLO GROUP INC ADS 423403104 BBG007HTCQV7 433,002 70,752 SH   SOLE   70,752 0 0
HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 338,515 2,039 SH   SOLE   2,039 0 0
HILTON GRAND VACATIONS INC COM 43283X105 BBG00CBYY6L2 4,436,343 109,729 SH   SOLE   49,430 29,419 30,880
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 534,638 6,887 SH   SOLE   6,887 0 0
ICF INTL INC COM 44925C103 BBG001S6L7P7 6,852,171 46,155 SH   SOLE   20,732 12,393 13,030
IDACORP INC COM 451107106 BBG001S5S4M2 285,691 3,067 SH   SOLE   3,067 0 0
INDEPENDENT BK CORP MASS COM 453836108 BBG001S5S8F1 4,844,977 95,524 SH   SOLE   47,443 23,426 24,655
INTER PARFUMS INC COM 458334109 BBG001SD06N9 3,293,279 28,383 SH   SOLE   12,775 7,618 7,990
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 375,302 2,170 SH   SOLE   0 0 2,170
INTRA-CELLULAR THERAPIES INC COM 46116X101 BBG0026ZFZD3 6,781,332 99,012 SH   SOLE   47,364 25,183 26,465
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 217,987 3,725 SH   SOLE   3,725 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 202,654 1,900 SH   SOLE   1,900 0 0
ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 231,599 4,152 SH   SOLE   4,152 0 0
ITRON INC COM 465741106 BBG001S6DJQ9 4,041,823 40,843 SH   SOLE   18,395 10,963 11,485
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 560,058 2,769 SH   SOLE   0 0 2,769
KB HOME COM 48666K109 BBG001S5SJV9 1,856,822 26,458 SH   SOLE   26,458 0 0
KNIFE RIVER CORP COMMON STOCK 498894104 BBG002N3N2W8 4,773,448 68,056 SH   SOLE   33,007 17,109 17,940
KURA ONCOLOGY INC COM 50127T109 BBG008974351 2,119,061 102,917 SH   SOLE   46,245 27,617 29,055
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 5,797,411 30,679 SH   SOLE   14,605 7,859 8,215
LEONARDO DRS INC COM 52661A108 BBG00ZSB4TT8 6,965,888 273,065 SH   SOLE   122,695 73,265 77,105
LIGHT & WONDER INC COM 80874P109 BBG00JR5MM40 8,212,628 78,305 SH   SOLE   37,281 20,019 21,005
LOAR HOLDINGS INC COM SHS 53947R105 BBG01M86F4Z5 5,028,071 94,141 SH   SOLE   42,370 25,261 26,510
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 212,531 455 SH   SOLE   0 0 455
LOWES COS INC COM 548661107 BBG001S5SVL3 288,803 1,310 SH   SOLE   0 0 1,310
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 217,126 15,399 SH   SOLE   15,399 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG001T4BB37 2,564,256 23,004 SH   SOLE   10,362 6,167 6,475
MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG001SNKQ42 1,348,690 4,814 SH   SOLE   2,314 1,215 1,285
MAGNOLIA OIL & GAS CORP CL A 559663109 BBG00GNC8DM1 6,808,503 268,686 SH   SOLE   120,945 72,106 75,635
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 BBG001V0GHW2 331,030 3,791 SH   SOLE   3,791 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 329,988 748 SH   SOLE   0 0 748
MDU RES GROUP INC COM 552690109 BBG001S5T2W4 279,338 11,129 SH   SOLE   11,129 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 343,669 2,776 SH   SOLE   0 0 2,776
MERITAGE HOMES CORP COM 59001A102 BBG001S9F527 4,616,933 28,526 SH   SOLE   12,821 7,655 8,050
MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 211,365 2,310 SH   SOLE   0 0 2,310
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,334,593 2,986 SH   SOLE   0 0 2,986
MKS INSTRS INC COM 55306N104 BBG001SBB6Q8 222,769 1,706 SH   SOLE   1,706 0 0
MODINE MFG CO COM 607828100 BBG001S5T913 5,378,800 53,686 SH   SOLE   25,516 13,725 14,445
MR COOPER GROUP INC COM 62482R107 BBG002V09956 6,641,608 81,763 SH   SOLE   36,805 21,943 23,015
MSA SAFETY INC COM 553498106 BBG001S5TCN2 303,307 1,616 SH   SOLE   1,616 0 0
NAPCO SEC TECHNOLOGIES INC COM 630402105 BBG001S5TR13 3,386,465 65,187 SH   SOLE   29,375 17,472 18,340
NATERA INC COM 632307104 BBG001V0FSF8 340,247 3,142 SH   SOLE   3,142 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 BBG01BNNTQP2 4,239,013 220,667 SH   SOLE   99,365 59,207 62,095
NOVANTA INC COM 67000B104 BBG001S6MRJ9 3,607,341 22,116 SH   SOLE   9,964 5,932 6,220
NUTANIX INC CL A 67059N108 BBG001V13SG8 283,454 4,986 SH   SOLE   4,986 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,080,357 8,745 SH   SOLE   0 0 8,745
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 254,690 1,160 SH   SOLE   1,160 0 0
OSCAR HEALTH INC CL A 687793109 BBG00YMWFVT4 2,392,459 151,230 SH   SOLE   68,080 40,585 42,565
OSI SYSTEMS INC COM 671044105 BBG001SB1J54 4,155,992 30,221 SH   SOLE   13,660 8,021 8,540
OXFORD INDS INC COM 691497309 BBG001S5TZF0 3,329,988 33,250 SH   SOLE   14,955 8,915 9,380
PACKAGING CORP AMER COM 695156109 BBG001S5V741 347,959 1,906 SH   SOLE   0 0 1,906
PATHWARD FINANCIAL INC COM 59100U108 BBG001S7G4Q7 5,331,213 94,241 SH   SOLE   42,335 25,311 26,595
PEPSICO INC COM 713448108 BBG001S695T1 481,101 2,917 SH   SOLE   0 0 2,917
PFIZER INC COM 717081103 BBG001S5V466 369,504 13,206 SH   SOLE   0 0 13,206
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 274,807 2,712 SH   SOLE   0 0 2,712
PIPER SANDLER COMPANIES COM 724078100 BBG001SGY6K8 4,851,523 21,078 SH   SOLE   9,482 5,656 5,940
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 BBG001S985K5 1,913,985 107,166 SH   SOLE   107,166 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 319,623 1,040 SH   SOLE   1,040 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG001S5V4Y5 5,612,293 129,794 SH   SOLE   63,673 32,256 33,865
PRAXIS PRECISION MEDICINES I COM NEW 74006W207 BBG00W9LF2H4 1,008,398 24,381 SH   SOLE   10,960 6,536 6,885
PRECISION DRILLING CORP COM NEW 74022D407 BBG001S5V359 520,247 7,400 SH   SOLE   7,400 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 BBG002B63KP4 4,650,550 134,215 SH   SOLE   65,030 33,770 35,415
PULTE GROUP INC COM 745867101 BBG001S5V5K7 293,747 2,668 SH   SOLE   2,668 0 0
PURE STORAGE INC CL A 74624M102 BBG00212PW10 327,471 5,100 SH   SOLE   5,100 0 0
QUALYS INC COM 74758T303 BBG001SYH860 2,901,767 20,349 SH   SOLE   9,131 5,458 5,760
RAMBUS INC DEL COM 750917106 BBG001S7RF80 2,976,488 50,655 SH   SOLE   24,283 12,877 13,495
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 333,177 317 SH   SOLE   0 0 317
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 227,014 509 SH   SOLE   0 0 509
SCORPIO TANKERS INC SHS Y7542C130 BBG001T6B9Q2 9,156,668 112,642 SH   SOLE   70,247 20,655 21,740
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K366 595,714 7,927 SH   SOLE   7,927 0 0
SIMPLY GOOD FOODS CO COM 82900L102 BBG00GVP5JM3 3,517,978 97,370 SH   SOLE   47,683 24,237 25,450
SIMPSON MFG INC COM 829073105 BBG001SB9QN0 3,546,377 21,043 SH   SOLE   9,460 5,663 5,920
SKYWARD SPECIALTY INS GROUP COM 830940102 BBG002QHKLR1 3,357,034 92,787 SH   SOLE   41,760 24,882 26,145
SL GREEN RLTY CORP COM 78440X887 BBG001S9Z1V2 5,918,823 104,499 SH   SOLE   50,329 26,450 27,720
SOUTHWEST GAS HLDGS INC COM 844895102 BBG00FWP4JX3 8,258,811 117,346 SH   SOLE   54,338 30,708 32,300
SPS COMM INC COM 78463M107 BBG001T65R07 7,485,569 39,783 SH   SOLE   19,184 10,044 10,555
STERIS PLC SHS USD G8473T100 BBG00MRHG532 392,318 1,787 SH   SOLE   1,680 0 107
STIFEL FINL CORP COM 860630102 BBG001S5W081 515,419 6,125 SH   SOLE   6,125 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 BBG01CBVHMQ6 1,087,151 27,684 SH   SOLE   12,450 7,439 7,795
SUMMIT MATLS INC CL A 86614U100 BBG006K8P6F9 4,541,946 124,063 SH   SOLE   60,104 31,214 32,745
TAYLOR MORRISON HOME CORP COM 87724P106 BBG003PGJJF2 1,850,809 33,384 SH   SOLE   33,384 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 BBG001SDK336 386,040 995 SH   SOLE   995 0 0
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 4,682,558 79,124 SH   SOLE   38,226 19,923 20,975
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 6,462,093 67,872 SH   SOLE   31,812 17,675 18,385
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 1,619,316 14,059 SH   SOLE   14,059 0 0
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 270,845 703 SH   SOLE   703 0 0
TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 3,943,382 26,181 SH   SOLE   11,827 6,989 7,365
TREX CO INC COM 89531P105 BBG001SB6TV8 300,631 4,056 SH   SOLE   4,056 0 0
TRIPADVISOR INC COM 896945201 BBG001V10VR2 2,666,139 149,699 SH   SOLE   67,270 40,204 42,225
TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 350,940 698 SH   SOLE   698 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 396,714 779 SH   SOLE   0 0 779
VARONIS SYS INC COM 922280102 BBG001Y04TP4 4,680,145 97,564 SH   SOLE   43,878 26,111 27,575
VAXCYTE INC COM 92243G108 BBG009PHHPP4 7,572,596 100,286 SH   SOLE   48,129 25,487 26,670
VERMILION ENERGY INC COM 923725105 BBG001S7X7L6 433,635 39,400 SH   SOLE   39,400 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 BBG00GD4KBM0 4,279,365 295,945 SH   SOLE   140,537 76,043 79,365
VIATRIS INC COM 92556V106 BBG00Y52JV51 1,672,269 157,316 SH   SOLE   157,316 0 0
VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 1,296,890 24,465 SH   SOLE   11,849 6,141 6,475
VIRTU FINL INC CL A 928254101 BBG0064N2T87 6,108,039 272,073 SH   SOLE   162,196 53,637 56,240
VISTEON CORP COM NEW 92839U206 BBG001TCM086 2,182,549 20,455 SH   SOLE   9,173 5,492 5,790
VITA COCO CO INC COM 92846Q107 BBG012QFVTF8 5,588,938 200,680 SH   SOLE   90,295 53,880 56,505
WALKER & DUNLOP INC COM 93148P102 BBG001T0JGM5 3,428,653 34,915 SH   SOLE   15,665 9,395 9,855
WAVE LIFE SCIENCES LTD SHS Y95308105 BBG00B642V63 895,001 179,359 SH   SOLE   80,605 48,049 50,705
WEX INC COM 96208T104 BBG001SCJLG6 342,766 1,935 SH   SOLE   1,935 0 0
WINTRUST FINL CORP COM 97650W108 BBG001S945T0 11,434,734 116,018 SH   SOLE   55,087 29,476 31,455