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
Expires: July 31, 2015
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Adobe Inc. COM 00724F101 2,573,526 6,652 SH SOLE 6,652 0 0
Allegion plc COM G0176J109 1,796,600 12,466 SH SOLE 12,466 0 0
Ameriprise Financial, Inc. COM 03076C106 3,151,142 5,904 SH SOLE 5,904 0 0
Amphastar Pharmaceuticals, Inc COM 03209R103 1,222,689 53,253 SH SOLE 53,253 0 0
Apple Hospitality REIT, Inc. COM 03784Y200 1,581,518 135,520 SH SOLE 135,520 0 0
Armstrong World Industries, In COM 04247X102 1,153,649 7,102 SH SOLE 7,102 0 0
AstraZeneca PLC COM 046353108 2,563,618 36,686 SH SOLE 36,686 0 0
Atlanta Braves Holdings, Inc. COM 047726104 2,247,519 45,672 SH SOLE 45,672 0 0
Axalta Coating Systems Ltd. COM G0750C108 1,697,140 57,162 SH SOLE 57,162 0 0
Booking Holdings Inc. COM 09857L108 3,508,279 606 SH SOLE 606 0 0
Brady Corp. COM 104674106 2,152,678 31,671 SH SOLE 31,671 0 0
Brinker International, Inc. COM 109641100 1,256,359 6,967 SH SOLE 6,967 0 0
CONMED Corp. COM 207410101 1,280,126 24,580 SH SOLE 24,580 0 0
Carrier Global Corporation COM 14448C104 2,280,161 31,154 SH SOLE 31,154 0 0
Cencora, Inc. COM 03073E105 1,689,655 5,635 SH SOLE 5,635 0 0
ChampionX Corporation COM 15872M104 1,392,804 56,071 SH SOLE 56,071 0 0
Chart Industries, Inc. COM 16115Q308 1,192,066 7,240 SH SOLE 7,240 0 0
Chord Energy Corp. COM 674215207 1,867,171 19,279 SH SOLE 19,279 0 0
Churchill Downs, Inc. COM 171484108 2,480,156 24,556 SH SOLE 24,556 0 0
Constellation Brands Inc. COM 21036P108 3,016,738 18,544 SH SOLE 18,544 0 0
Cooper Companies, Inc. COM 216648501 1,427,185 20,056 SH SOLE 20,056 0 0
Corpay, Inc. COM 219948106 1,958,070 5,901 SH SOLE 5,901 0 0
Crocs, Inc. COM 227046109 1,461,065 14,426 SH SOLE 14,426 0 0
Diamondback Energy, Inc. COM 25278X109 1,006,318 7,324 SH SOLE 7,324 0 0
Donaldson Company, Inc. COM 257651109 2,412,062 34,781 SH SOLE 34,781 0 0
Dorman Products, Inc. COM 258278100 2,086,739 17,011 SH SOLE 17,011 0 0
E.L.F. Beauty, Inc. COM 26856L103 824,415 6,625 SH SOLE 6,625 0 0
EPAM Systems, Inc. COM 29414B104 1,124,222 6,358 SH SOLE 6,358 0 0
East West Bancorp, Inc. COM 27579R104 2,029,496 20,098 SH SOLE 20,098 0 0
EastGroup Properties, Inc. COM 277276101 1,542,518 9,230 SH SOLE 9,230 0 0
Electronic Arts Inc. COM 285512109 812,394 5,087 SH SOLE 5,087 0 0
Enersys COM 29275Y102 1,773,381 20,676 SH SOLE 20,676 0 0
Essential Properties Realty Tr COM 29670E107 3,129,158 98,062 SH SOLE 98,062 0 0
Essential Utilities, Inc. COM 29670G102 2,621,787 70,592 SH SOLE 70,592 0 0
Euronet Worldwide, Inc. COM 298736109 1,363,561 13,450 SH SOLE 13,450 0 0
Expand Energy Corp. COM 165167735 958,323 8,195 SH SOLE 8,195 0 0
Expedia Group, Inc. COM 30212P303 922,511 5,469 SH SOLE 5,469 0 0
Fabrinet COM G3323L100 3,127,439 10,613 SH SOLE 10,613 0 0
First Merchants Corporation COM 320817109 1,252,448 32,701 SH SOLE 32,701 0 0
Fiserv Inc. COM 337738108 699,985 4,060 SH SOLE 4,060 0 0
Gaming and Leisure Properties, COM 36467J108 1,812,538 38,829 SH SOLE 38,829 0 0
General Mills, Inc. COM 370334104 353,966 6,832 SH SOLE 6,832 0 0
Gentex Corporation COM 371901109 533,917 24,280 SH SOLE 24,280 0 0
Global Payments Inc COM 37940X102 1,014,187 12,671 SH SOLE 12,671 0 0
Globe Life Inc. COM 37959E102 1,940,788 15,615 SH SOLE 15,615 0 0
Gorman-Rupp Company COM 383082104 2,053,236 55,916 SH SOLE 55,916 0 0
H&R Block, Inc. COM 093671105 3,075,267 56,026 SH SOLE 56,026 0 0
Halozyme Therapeutics, Inc. COM 40637H109 1,716,036 32,988 SH SOLE 32,988 0 0
Harmony Biosciences Holdings, COM 413197104 1,986,945 62,878 SH SOLE 62,878 0 0
Hartford Insurance Group, Inc. COM 416515104 2,544,251 20,054 SH SOLE 20,054 0 0
Host Hotels & Resorts, Inc. COM 44107P104 1,951,380 127,043 SH SOLE 127,043 0 0
IMAX Corporation COM 45245E109 1,955,159 69,927 SH SOLE 69,927 0 0
Integer Holdings Corporation COM 45826H109 1,804,093 14,671 SH SOLE 14,671 0 0
Inter Parfums, Inc. COM 458334109 2,501,587 19,051 SH SOLE 19,051 0 0
InterDigital, Inc. COM 45867G101 1,323,181 5,901 SH SOLE 5,901 0 0
International Seaways, Inc. COM Y41053102 411,932 11,292 SH SOLE 11,292 0 0
Iron Mountain Inc. COM 46284V101 2,660,461 25,938 SH SOLE 25,938 0 0
Juniper Networks, Inc. COM 48203R104 2,927,428 73,314 SH SOLE 73,314 0 0
Kinder Morgan, Inc. COM 49456B101 2,140,114 72,793 SH SOLE 72,793 0 0
Kodiak Gas Services, Inc. COM 50012A108 2,332,827 68,072 SH SOLE 68,072 0 0
Lamar Advertising Company COM 512816109 2,600,866 21,431 SH SOLE 21,431 0 0
Lantheus Holdings, Inc. COM 516544103 1,505,324 18,389 SH SOLE 18,389 0 0
Liberty Energy Inc. COM 53115L104 147,059 12,810 SH SOLE 12,810 0 0
Lululemon Athletica Inc. COM 550021109 1,375,113 5,788 SH SOLE 5,788 0 0
McCormick & Co. COM 579780206 624,150 8,232 SH SOLE 8,232 0 0
Mid-America Apartment Communit COM 59522J103 1,702,115 11,500 SH SOLE 11,500 0 0
Middleby Corporation COM 596278101 1,770,480 12,295 SH SOLE 12,295 0 0
Morningstar, Inc. COM 617700109 970,044 3,090 SH SOLE 3,090 0 0
NICE Ltd. COM 653656108 2,069,485 12,252 SH SOLE 12,252 0 0
NetApp, Inc. COM 64110D104 2,336,535 21,929 SH SOLE 21,929 0 0
NetEase, Inc. COM 64110W102 2,906,793 21,599 SH SOLE 21,599 0 0
Neurocrine Biosciences, Inc. COM 64125C109 1,385,984 11,027 SH SOLE 11,027 0 0
NiSource Inc. COM 65473P105 256,562 6,360 SH SOLE 6,360 0 0
Novo Nordisk A/S COM 670100205 2,019,525 29,260 SH SOLE 29,260 0 0
OGE Energy Corp. COM 670837103 327,302 7,375 SH SOLE 7,375 0 0
Oddity Tech Ltd. COM M7518J104 1,896,486 25,129 SH SOLE 25,129 0 0
Ormat Technologies, Inc. COM 686688102 2,535,499 30,271 SH SOLE 30,271 0 0
PTC Inc. COM 69370C100 1,397,850 8,111 SH SOLE 8,111 0 0
PagSeguro Digital Ltd. COM G68707101 2,463,868 255,588 SH SOLE 255,588 0 0
Patria Investments Limited COM G69451105 1,698,420 120,798 SH SOLE 120,798 0 0
PayPal Holdings, Inc. COM 70450Y103 1,219,517 16,409 SH SOLE 16,409 0 0
Paycom Software, Inc. COM 70432V102 2,055,758 8,884 SH SOLE 8,884 0 0
Pinterest, Inc. COM 72352L106 1,934,396 53,943 SH SOLE 53,943 0 0
Powell Industries, Inc. COM 739128106 2,546,445 12,100 SH SOLE 12,100 0 0
QUALCOMM Incorporated COM 747525103 2,645,309 16,610 SH SOLE 16,610 0 0
Qualys, Inc. COM 74758T303 2,480,509 17,362 SH SOLE 17,362 0 0
Rambus Inc. COM 750917106 1,492,370 23,311 SH SOLE 23,311 0 0
Royalty Pharma plc COM G7709Q104 1,972,498 54,746 SH SOLE 54,746 0 0
SharkNinja, Inc. COM G8068L108 1,366,062 13,800 SH SOLE 13,800 0 0
Six Flags Entertainment Corp. COM 83001C108 1,024,700 33,674 SH SOLE 33,674 0 0
Southern Company COM 842587107 2,572,801 28,017 SH SOLE 28,017 0 0
Sysco Corp. COM 871829107 1,497,077 19,766 SH SOLE 19,766 0 0
T. Rowe Price Group, Inc. COM 74144T108 442,452 4,585 SH SOLE 4,585 0 0
Teleflex Inc. COM 879369106 1,324,093 11,187 SH SOLE 11,187 0 0
US Foods Holding Corp. COM 912008109 1,647,629 21,395 SH SOLE 21,395 0 0
Ulta Beauty, Inc. COM 90384S303 2,473,832 5,288 SH SOLE 5,288 0 0
United Therapeutics Corp. COM 91307C102 2,049,955 7,134 SH SOLE 7,134 0 0
Unitil Corporation COM 913259107 335,116 6,426 SH SOLE 6,426 0 0
Vail Resorts, Inc. COM 91879Q109 2,262,672 14,400 SH SOLE 14,400 0 0
Viper Energy Inc. COM 927959106 1,425,566 37,387 SH SOLE 37,387 0 0
Vipshop Holdings Limited COM 92763W103 1,890,807 125,635 SH SOLE 125,635 0 0
Vital Farms, Inc. COM 92847W103 1,900,384 49,335 SH SOLE 49,335 0 0
WEX Inc. COM 96208T104 1,013,541 6,900 SH SOLE 6,900 0 0
WNS Holdings Limited COM G98196101 2,408,559 38,086 SH SOLE 38,086 0 0
Wintrust Financial Corporation COM 97650W108 1,244,139 10,035 SH SOLE 10,035 0 0
Yelp Inc. COM 985817105 2,260,346 65,957 SH SOLE 65,957 0 0
ZTO Express (Cayman) Inc. COM 98980A105 2,510,826 141,455 SH SOLE 141,455 0 0