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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 763,000 19,082 SH SOLE 19,082 0 0
UNITED PARCEL SERVICE INC CL B 911312106 456,000 4,518 SH SOLE 4,518 0 0
CDW CORP COM 12514G108 684,000 3,830 SH SOLE 3,830 0 0
CHURCHILL DOWNS INC COM 171484108 957,000 9,476 SH SOLE 9,476 0 0
AMPHENOL CORP NEW CL A 032095101 370,000 3,747 SH SOLE 3,747 0 0
PEABODY ENERGY CORP COM 704551100 1,603,000 119,425 SH SOLE 119,425 0 0
AGILON HEALTH INC COM 00857U107 45,000 19,372 SH SOLE 19,372 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 485,000 10,950 SH SOLE 10,950 0 0
PROSPERITY BANCSHARES INC COM 743606105 1,799,000 25,612 SH SOLE 25,612 0 0
COMMVAULT SYS INC COM 204166102 2,180,000 12,504 SH SOLE 12,504 0 0
TRI POINTE HOMES INC COM 87265H109 1,314,000 41,131 SH SOLE 41,131 0 0
KILROY RLTY CORP COM 49427F108 512,000 14,920 SH SOLE 14,920 0 0
ROYAL BK CDA COM 780087102 1,542,000 11,720 SH SOLE 11,720 0 0
CAL MAINE FOODS INC COM NEW 128030202 1,346,000 13,512 SH SOLE 13,512 0 0
BANKUNITED INC COM 06652K103 485,000 13,619 SH SOLE 13,619 0 0
ADEIA INC COM 00676P107 482,000 34,093 SH SOLE 34,093 0 0
KINDERCARE LEARNING COMPANIE COM 49456W105 339,000 33,550 SH SOLE 33,550 0 0
ALLIANT ENERGY CORP COM 018802108 1,914,000 31,660 SH SOLE 31,660 0 0
PAN AMERN SILVER CORP COM 697900108 1,325,000 46,651 SH SOLE 46,651 0 0
DUOLINGO INC CL A COM 26603R106 1,146,000 2,796 SH SOLE 2,796 0 0
METHANEX CORP COM 59151K108 911,000 27,510 SH SOLE 27,510 0 0
ERASCA INC COM 29479A108 37,000 29,177 SH SOLE 29,177 0 0
IDEX CORP COM 45167R104 2,063,000 11,750 SH SOLE 11,750 0 0
WINGSTOP INC COM 974155103 1,035,000 3,074 SH SOLE 3,074 0 0
JUNIPER NETWORKS INC COM 48203R104 9,660,000 241,918 SH SOLE 241,918 0 0
BLACK HILLS CORP COM 092113109 2,064,000 36,787 SH SOLE 36,787 0 0
ARCOSA INC COM 039653100 1,204,000 13,880 SH SOLE 13,880 0 0
LAS VEGAS SANDS CORP COM 517834107 707,000 16,242 SH SOLE 16,242 0 0
ROPER TECHNOLOGIES INC COM 776696106 527,000 930 SH SOLE 930 0 0
GRINDR INC COM 39854F101 713,000 31,421 SH SOLE 31,421 0 0
US BANCORP DEL COM NEW 902973304 2,201,000 48,642 SH SOLE 48,642 0 0
BURLINGTON STORES INC COM 122017106 946,000 4,067 SH SOLE 4,067 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 344,000 7,369 SH SOLE 7,369 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 97,000 25,245 SH SOLE 25,245 0 0
MARATHON PETE CORP COM 56585A102 678,000 4,081 SH SOLE 4,081 0 0
STEEL DYNAMICS INC COM 858119100 313,000 2,448 SH SOLE 2,448 0 0
WALMART INC COM 931142103 2,818,000 28,815 SH SOLE 28,815 0 0
INTERFACE INC COM 458665304 943,000 45,071 SH SOLE 45,071 0 0
WORTHINGTON ENTERPRISES INC COM 981811102 1,826,000 28,700 SH SOLE 28,700 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 593,000 6,501 SH SOLE 6,501 0 0
WILEY JOHN & SONS INC CL A 968223206 413,000 9,270 SH SOLE 9,270 0 0
OVINTIV INC COM 69047Q102 222,000 5,839 SH SOLE 5,839 0 0
NEXGEN ENERGY LTD COM 65340P106 364,000 52,519 SH SOLE 52,519 0 0
GODADDY INC CL A 380237107 1,568,000 8,710 SH SOLE 8,710 0 0
TELEFLEX INCORPORATED COM 879369106 974,000 8,231 SH SOLE 8,231 0 0
WATSCO INC COM 942622200 486,000 1,102 SH SOLE 1,102 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 394,000 725 SH SOLE 725 0 0
SAVERS VALUE VLG INC COM 80517M109 304,000 29,811 SH SOLE 29,811 0 0
ATRICURE INC COM 04963C209 205,000 6,259 SH SOLE 6,259 0 0
MANULIFE FINL CORP COM 56501R106 410,000 12,837 SH SOLE 12,837 0 0
WAYSTAR HLDG CORP COM 946784105 1,170,000 28,630 SH SOLE 28,630 0 0
F5 INC COM 315616102 970,000 3,296 SH SOLE 3,296 0 0
ARCHROCK INC COM 03957W106 676,000 27,216 SH SOLE 27,216 0 0
SHAKE SHACK INC CL A 819047101 2,346,000 16,680 SH SOLE 16,680 0 0
GALLAGHER ARTHUR J & CO COM 363576109 1,223,000 3,822 SH SOLE 3,822 0 0
ADTRAN HOLDINGS INC COM 00486H105 505,000 56,298 SH SOLE 56,298 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 776,000 299,795 SH SOLE 299,795 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 684,000 4,055 SH SOLE 4,055 0 0
POLARIS INC COM 731068102 527,000 12,973 SH SOLE 12,973 0 0
LXP INDUSTRIAL TRUST COM 529043101 335,000 40,513 SH SOLE 40,513 0 0
BUSINESS FIRST BANCSHARES IN COM 12326C105 346,000 14,056 SH SOLE 14,056 0 0
SOUTH PLAINS FINANCIAL INC COM 83946P107 336,000 9,315 SH SOLE 9,315 0 0
GREIF INC CL A 397624107 1,061,000 16,326 SH SOLE 16,326 0 0
EPLUS INC COM 294268107 494,000 6,852 SH SOLE 6,852 0 0
CARGURUS INC COM CL A 141788109 379,000 11,328 SH SOLE 11,328 0 0
FLEX LTD ORD Y2573F102 614,000 12,302 SH SOLE 12,302 0 0
UPWORK INC COM 91688F104 930,000 69,231 SH SOLE 69,231 0 0
KELLY SVCS INC CL A 488152208 727,000 62,062 SH SOLE 62,062 0 0
TEEKAY TANKERS LTD CL A G8726X106 1,195,000 28,642 SH SOLE 28,642 0 0
LEGGETT & PLATT INC COM 524660107 1,156,000 129,576 SH SOLE 129,576 0 0
COHERENT CORP COM 19247G107 411,000 4,610 SH SOLE 4,610 0 0
KKR & CO INC COM 48251W104 329,000 2,470 SH SOLE 2,470 0 0
COMMERCE BANCSHARES INC COM 200525103 1,948,000 31,330 SH SOLE 31,330 0 0
CONSOLIDATED EDISON INC COM 209115104 646,000 6,440 SH SOLE 6,440 0 0
FORD MTR CO COM 345370860 845,000 77,861 SH SOLE 77,861 0 0
BANNER CORP COM NEW 06652V208 345,000 5,380 SH SOLE 5,380 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 1,420,000 88,553 SH SOLE 88,553 0 0
LYFT INC CL A COM 55087P104 779,000 49,455 SH SOLE 49,455 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 347,000 4,691 SH SOLE 4,691 0 0
MARTEN TRANS LTD COM 573075108 945,000 72,780 SH SOLE 72,780 0 0
AMAZON COM INC COM 023135106 4,868,000 22,188 SH SOLE 22,188 0 0
BORR DRILLING LTD SHS G1466R173 45,000 24,788 SH SOLE 24,788 0 0
EXCELERATE ENERGY INC CL A COM 30069T101 1,796,000 61,270 SH SOLE 61,270 0 0
FREEPORT-MCMORAN INC CL B 35671D857 675,000 15,561 SH SOLE 15,561 0 0
HENRY JACK & ASSOC INC COM 426281101 780,000 4,326 SH SOLE 4,326 0 0
ALASKA AIR GROUP INC COM 011659109 1,886,000 38,113 SH SOLE 38,113 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 307,000 17,863 SH SOLE 17,863 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,780,000 47,516 SH SOLE 47,516 0 0
TOWNEBANK PORTSMOUTH VA COM 89214P109 1,288,000 37,680 SH SOLE 37,680 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 435,000 24,600 SH SOLE 24,600 0 0
BANK HAWAII CORP COM 062540109 870,000 12,890 SH SOLE 12,890 0 0
VSE CORP COM 918284100 908,000 6,934 SH SOLE 6,934 0 0
TRUPANION INC COM 898202106 1,274,000 23,010 SH SOLE 23,010 0 0
META PLATFORMS INC CL A 30303M102 251,000 340 SH SOLE 340 0 0
AMDOCS LTD SHS G02602103 1,943,000 21,299 SH SOLE 21,299 0 0
ANYWHERE REAL ESTATE INC COM 75605Y106 548,000 151,384 SH SOLE 151,384 0 0
ARDMORE SHIPPING CORP COM Y0207T100 334,000 34,826 SH SOLE 34,826 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 469,000 16,434 SH SOLE 16,434 0 0
EXLSERVICE HOLDINGS INC COM 302081104 1,929,000 44,040 SH SOLE 44,040 0 0
CORSAIR GAMING INC COM 22041X102 460,000 48,794 SH SOLE 48,794 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 1,041,000 10,964 SH SOLE 10,964 0 0
URBAN OUTFITTERS INC COM 917047102 502,000 6,925 SH SOLE 6,925 0 0
HUT 8 CORP COM 44812J104 644,000 34,641 SH SOLE 34,641 0 0
COMMUNITY FINANCIAL SYSTEM I COM 203607106 1,006,000 17,690 SH SOLE 17,690 0 0
RALPH LAUREN CORP CL A 751212101 679,000 2,476 SH SOLE 2,476 0 0
REGAL REXNORD CORPORATION COM 758750103 485,000 3,348 SH SOLE 3,348 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,339,000 8,231 SH SOLE 8,231 0 0
GETTY RLTY CORP NEW COM 374297109 582,000 21,054 SH SOLE 21,054 0 0
CGI INC CL A SUB VTG 12532H104 806,000 7,690 SH SOLE 7,690 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 1,437,000 65,510 SH SOLE 65,510 0 0
GLOBAL MED REIT INC COM NEW 37954A204 203,000 29,337 SH SOLE 29,337 0 0
APPIAN CORP CL A 03782L101 874,000 29,284 SH SOLE 29,284 0 0
COTERRA ENERGY INC COM 127097103 854,000 33,638 SH SOLE 33,638 0 0
EURONET WORLDWIDE INC COM 298736109 1,529,000 15,080 SH SOLE 15,080 0 0
CHEFS WHSE INC COM 163086101 416,000 6,520 SH SOLE 6,520 0 0
PPL CORP COM 69351T106 398,000 11,758 SH SOLE 11,758 0 0
LENDINGCLUB CORP COM NEW 52603A208 478,000 39,773 SH SOLE 39,773 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 907,000 23,754 SH SOLE 23,754 0 0
CAE INC COM 124765108 265,000 9,063 SH SOLE 9,063 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 344,000 3,245 SH SOLE 3,245 0 0
CARLYLE SECURED LENDING INC COM 872280102 507,000 37,061 SH SOLE 37,061 0 0
ZIFF DAVIS INC COM 48123V102 379,000 12,537 SH SOLE 12,537 0 0
RADIUS RECYCLING INC CL A 806882106 526,000 17,700 SH SOLE 17,700 0 0
UIPATH INC CL A 90364P105 1,482,000 115,813 SH SOLE 115,813 0 0
CARNIVAL PLC ADS 14365C103 248,000 9,714 SH SOLE 9,714 0 0
INNOSPEC INC COM 45768S105 1,413,000 16,801 SH SOLE 16,801 0 0
CENTERRA GOLD INC COM 152006102 98,000 13,554 SH SOLE 13,554 0 0
ESSENT GROUP LTD COM G3198U102 324,000 5,330 SH SOLE 5,330 0 0
ROBERT HALF INC. COM 770323103 768,000 18,693 SH SOLE 18,693 0 0
KORN FERRY COM NEW 500643200 463,000 6,310 SH SOLE 6,310 0 0
WESTERN UN CO COM 959802109 1,380,000 163,992 SH SOLE 163,992 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 381,000 2,469 SH SOLE 2,469 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,200,000 13,716 SH SOLE 13,716 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 284,000 2,580 SH SOLE 2,580 0 0
STEWART INFORMATION SVCS COR COM 860372101 405,000 6,220 SH SOLE 6,220 0 0
FUNKO INC COM CL A 361008105 275,000 57,713 SH SOLE 57,713 0 0
TARGET CORP COM 87612E106 415,000 4,211 SH SOLE 4,211 0 0
CENTRAL GARDEN & PET CO COM 153527106 232,000 6,590 SH SOLE 6,590 0 0
CROWN HLDGS INC COM 228368106 829,000 8,050 SH SOLE 8,050 0 0
EBAY INC. COM 278642103 2,807,000 37,696 SH SOLE 37,696 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,436,000 6,569 SH SOLE 6,569 0 0
WASTE MGMT INC DEL COM 94106L109 929,000 4,060 SH SOLE 4,060 0 0
BRAZE INC COM CL A 10576N102 551,000 19,621 SH SOLE 19,621 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,034,000 3,620 SH SOLE 3,620 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 53,000 15,381 SH SOLE 15,381 0 0
HECLA MNG CO COM 422704106 158,000 26,416 SH SOLE 26,416 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 2,265,000 79,777 SH SOLE 79,777 0 0
TOLL BROTHERS INC COM 889478103 1,462,000 12,810 SH SOLE 12,810 0 0
STRATTEC SEC CORP COM 863111100 509,000 8,180 SH SOLE 8,180 0 0
UNIVERSAL CORP VA COM 913456109 631,000 10,840 SH SOLE 10,840 0 0
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 302,000 25,641 SH SOLE 25,641 0 0
MORGAN STANLEY DIRECT LENDIN COM SHS 61774A103 314,000 16,791 SH SOLE 16,791 0 0
ASTERA LABS INC COM 04626A103 914,000 10,110 SH SOLE 10,110 0 0
RLI CORP COM 749607107 960,000 13,296 SH SOLE 13,296 0 0
ASSURANT INC COM 04621X108 324,000 1,640 SH SOLE 1,640 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,028,000 28,221 SH SOLE 28,221 0 0
GERON CORP COM 374163103 50,000 34,960 SH SOLE 34,960 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 295,000 17,693 SH SOLE 17,693 0 0
MID-AMER APT CMNTYS INC COM 59522J103 908,000 6,132 SH SOLE 6,132 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 1,802,000 57,599 SH SOLE 57,599 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,496,000 5,474 SH SOLE 5,474 0 0
FIRST HORIZON CORPORATION COM 320517105 408,000 19,251 SH SOLE 19,251 0 0
MYOMO INC COM NEW 62857J201 43,000 19,604 SH SOLE 19,604 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 317,000 26,538 SH SOLE 26,538 0 0
COMMSCOPE HLDG CO INC COM 20337X109 707,000 85,382 SH SOLE 85,382 0 0
ACI WORLDWIDE INC COM 004498101 795,000 17,332 SH SOLE 17,332 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102 544,000 20,728 SH SOLE 20,728 0 0
RH COM 74967X103 331,000 1,750 SH SOLE 1,750 0 0
EQUIFAX INC COM 294429105 1,258,000 4,850 SH SOLE 4,850 0 0
CIENA CORP COM NEW 171779309 552,000 6,787 SH SOLE 6,787 0 0
PRIMORIS SVCS CORP COM 74164F103 521,000 6,680 SH SOLE 6,680 0 0
CARTERS INC COM 146229109 3,028,000 100,508 SH SOLE 100,508 0 0
ARGAN INC COM 04010E109 1,191,000 5,400 SH SOLE 5,400 0 0
MARKETAXESS HLDGS INC COM 57060D108 261,000 1,167 SH SOLE 1,167 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,928,000 13,141 SH SOLE 13,141 0 0
MAXCYTE INC COM 57777K106 40,000 18,222 SH SOLE 18,222 0 0
EQT CORP COM 26884L109 1,608,000 27,579 SH SOLE 27,579 0 0
MATCH GROUP INC NEW COM 57667L107 1,466,000 47,446 SH SOLE 47,446 0 0
CSW INDUSTRIALS INC COM 126402106 1,130,000 3,941 SH SOLE 3,941 0 0
HELMERICH & PAYNE INC COM 423452101 392,000 25,854 SH SOLE 25,854 0 0
GARTNER INC COM 366651107 1,031,000 2,550 SH SOLE 2,550 0 0
FINANCIAL INSTNS INC COM 317585404 817,000 31,811 SH SOLE 31,811 0 0
TRUSTMARK CORP COM 898402102 211,000 5,794 SH SOLE 5,794 0 0
PHILLIPS 66 COM 718546104 1,022,000 8,569 SH SOLE 8,569 0 0
EXTRA SPACE STORAGE INC COM 30225T102 453,000 3,075 SH SOLE 3,075 0 0
COCA COLA CO COM 191216100 1,928,000 27,256 SH SOLE 27,256 0 0
TYRA BIOSCIENCES INC COM 90240B106 326,000 34,115 SH SOLE 34,115 0 0
DAVE INC CLASS A COM NEW 23834J201 266,000 990 SH SOLE 990 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 529,000 4,122 SH SOLE 4,122 0 0
KODIAK GAS SVCS INC COM 50012A108 280,000 8,180 SH SOLE 8,180 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 2,301,000 5,270 SH SOLE 5,270 0 0
BEAM THERAPEUTICS INC COM 07373V105 292,000 17,154 SH SOLE 17,154 0 0
PENNANTPARK FLOATING RATE CA COM 70806A106 147,000 14,271 SH SOLE 14,271 0 0
WATERS CORP COM 941848103 2,014,000 5,770 SH SOLE 5,770 0 0
QUIDELORTHO CORP COM 219798105 1,459,000 50,620 SH SOLE 50,620 0 0
XYLEM INC COM 98419M100 522,000 4,038 SH SOLE 4,038 0 0
PENGUIN SOLUTIONS INC SHS G8232Y101 937,000 47,317 SH SOLE 47,317 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 418,000 7,250 SH SOLE 7,250 0 0
CITIGROUP INC COM NEW 172967424 960,000 11,280 SH SOLE 11,280 0 0
APTIV PLC COM SHS G3265R107 514,000 7,540 SH SOLE 7,540 0 0
VALARIS LTD CL A G9460G101 802,000 19,061 SH SOLE 19,061 0 0
EVERQUOTE INC COM CL A 30041R108 726,000 30,030 SH SOLE 30,030 0 0
GRAND CANYON ED INC COM 38526M106 1,183,000 6,260 SH SOLE 6,260 0 0
M/I HOMES INC COM 55305B101 2,052,000 18,300 SH SOLE 18,300 0 0
GANNETT CO INC COM 36472T109 284,000 79,337 SH SOLE 79,337 0 0
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 765,000 33,300 SH SOLE 33,300 0 0
TOAST INC CL A 888787108 942,000 21,250 SH SOLE 21,250 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,494,000 19,149 SH SOLE 19,149 0 0
LCI INDS COM 50189K103 883,000 9,682 SH SOLE 9,682 0 0
AMERANT BANCORP INC CL A 023576101 591,000 32,412 SH SOLE 32,412 0 0
COGNEX CORP COM 192422103 418,000 13,172 SH SOLE 13,172 0 0
RELAY THERAPEUTICS INC COM 75943R102 59,000 16,935 SH SOLE 16,935 0 0
NETAPP INC COM 64110D104 249,000 2,334 SH SOLE 2,334 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 195,000 20,213 SH SOLE 20,213 0 0
LOAR HOLDINGS INC COM SHS 53947R105 401,000 4,651 SH SOLE 4,651 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 703,000 7,061 SH SOLE 7,061 0 0
PURE STORAGE INC CL A 74624M102 785,000 13,630 SH SOLE 13,630 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 1,195,000 26,454 SH SOLE 26,454 0 0
MIND MEDICINE MINDMED INC COM NEW 60255C885 95,000 14,623 SH SOLE 14,623 0 0
FEDEX CORP COM 31428X106 1,000,000 4,400 SH SOLE 4,400 0 0
ENPRO INC COM 29355X107 1,523,000 7,950 SH SOLE 7,950 0 0
NEOGEN CORP COM 640491106 397,000 83,078 SH SOLE 83,078 0 0
SCANSOURCE INC COM 806037107 566,000 13,540 SH SOLE 13,540 0 0
RXO INC COMMON STOCK 74982T103 679,000 43,191 SH SOLE 43,191 0 0
BRUNSWICK CORP COM 117043109 2,176,000 39,390 SH SOLE 39,390 0 0
ENCORE CAP GROUP INC COM 292554102 1,061,000 27,400 SH SOLE 27,400 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102 757,000 18,100 SH SOLE 18,100 0 0
BELDEN INC COM 077454106 389,000 3,360 SH SOLE 3,360 0 0
CARLISLE COS INC COM 142339100 673,000 1,803 SH SOLE 1,803 0 0
OLD NATL BANCORP IND COM 680033107 889,000 41,641 SH SOLE 41,641 0 0
MCGRATH RENTCORP COM 580589109 805,000 6,940 SH SOLE 6,940 0 0
CMS ENERGY CORP COM 125896100 1,852,000 26,735 SH SOLE 26,735 0 0
HEICO CORP NEW COM 422806109 1,086,000 3,310 SH SOLE 3,310 0 0
TRAVELERS COMPANIES INC COM 89417E109 827,000 3,090 SH SOLE 3,090 0 0
ONE GAS INC COM 68235P108 585,000 8,140 SH SOLE 8,140 0 0
SLR INVESTMENT CORP COM 83413U100 326,000 20,227 SH SOLE 20,227 0 0
MYRIAD GENETICS INC COM 62855J104 176,000 33,165 SH SOLE 33,165 0 0
CABLE ONE INC COM 12685J105 1,668,000 12,280 SH SOLE 12,280 0 0
SINCLAIR INC CL A 829242106 256,000 18,505 SH SOLE 18,505 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 502,000 32,846 SH SOLE 32,846 0 0
TFI INTL INC COM 87241L109 557,000 6,212 SH SOLE 6,212 0 0
WORKDAY INC CL A 98138H101 2,519,000 10,495 SH SOLE 10,495 0 0
PRICESMART INC COM 741511109 638,000 6,070 SH SOLE 6,070 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 2,225,000 30,291 SH SOLE 30,291 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,680,000 29,922 SH SOLE 29,922 0 0
BEST BUY INC COM 086516101 1,616,000 24,081 SH SOLE 24,081 0 0
COLUMBIA FINL INC COM 197641103 353,000 24,279 SH SOLE 24,279 0 0
PROLOGIS INC. COM 74340W103 222,000 2,110 SH SOLE 2,110 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109 541,000 83,223 SH SOLE 83,223 0 0
INDIVIOR PLC ORD G4766E116 395,000 26,829 SH SOLE 26,829 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,645,000 10,041 SH SOLE 10,041 0 0
RCI HOSPITALITY HLDGS INC COM 74934Q108 225,000 5,901 SH SOLE 5,901 0 0
GRAY TELEVISION INC COM 389375106 115,000 25,311 SH SOLE 25,311 0 0
STRATEGIC ED INC COM 86272C103 611,000 7,183 SH SOLE 7,183 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 595,000 5,904 SH SOLE 5,904 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 857,000 11,713 SH SOLE 11,713 0 0
VAREX IMAGING CORP COM 92214X106 184,000 21,250 SH SOLE 21,250 0 0
TWO HBRS INVT CORP COM 90187B804 213,000 19,788 SH SOLE 19,788 0 0
WINMARK CORP COM 974250102 793,000 2,100 SH SOLE 2,100 0 0
MSCI INC COM 55354G100 534,000 926 SH SOLE 926 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 855,000 15,259 SH SOLE 15,259 0 0
FRESHWORKS INC CLASS A COM 358054104 1,537,000 103,073 SH SOLE 103,073 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 309,000 19,533 SH SOLE 19,533 0 0
TRIUMPH FINANCIAL INC COM 89679E300 549,000 9,970 SH SOLE 9,970 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104 803,000 15,580 SH SOLE 15,580 0 0
MEDIAALPHA INC CL A 58450V104 118,000 10,808 SH SOLE 10,808 0 0
JAKKS PAC INC COM NEW 47012E403 530,000 25,515 SH SOLE 25,515 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 1,204,000 68,554 SH SOLE 68,554 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,086,000 22,891 SH SOLE 22,891 0 0
CHEWY INC CL A 16679L109 1,787,000 41,928 SH SOLE 41,928 0 0
IBOTTA INC CLASS A COM SHS 451051106 216,000 5,909 SH SOLE 5,909 0 0
PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 355,000 18,267 SH SOLE 18,267 0 0
HYSTER-YALE INC CL A 449172105 445,000 11,180 SH SOLE 11,180 0 0
HUNTINGTON BANCSHARES INC COM 446150104 466,000 27,813 SH SOLE 27,813 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 617,000 100,048 SH SOLE 100,048 0 0
BOOT BARN HLDGS INC COM 099406100 3,095,000 20,363 SH SOLE 20,363 0 0
ONDAS HLDGS INC COM NEW 68236H204 20,000 10,443 SH SOLE 10,443 0 0
HCI GROUP INC COM 40416E103 1,072,000 7,044 SH SOLE 7,044 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105 360,000 11,095 SH SOLE 11,095 0 0
CALUMET INC COM 131428104 408,000 25,880 SH SOLE 25,880 0 0
EXPEDITORS INTL WASH INC COM 302130109 647,000 5,660 SH SOLE 5,660 0 0
SCHWAB CHARLES CORP COM 808513105 2,428,000 26,610 SH SOLE 26,610 0 0
OLAPLEX HLDGS INC COM 679369108 132,000 93,933 SH SOLE 93,933 0 0
COPART INC COM 217204106 2,863,000 58,343 SH SOLE 58,343 0 0
METHODE ELECTRS INC COM 591520200 132,000 13,829 SH SOLE 13,829 0 0
MATERION CORP COM 576690101 269,000 3,390 SH SOLE 3,390 0 0
APPLOVIN CORP COM CL A 03831W108 236,000 675 SH SOLE 675 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 452,000 6,694 SH SOLE 6,694 0 0
EXPENSIFY INC COM CL A 30219Q106 156,000 60,304 SH SOLE 60,304 0 0
MIDWESTONE FINL GROUP INC NE COM 598511103 1,074,000 37,343 SH SOLE 37,343 0 0
INTEGER HLDGS CORP COM 45826H109 663,000 5,390 SH SOLE 5,390 0 0
KENNAMETAL INC COM 489170100 1,146,000 49,910 SH SOLE 49,910 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201 239,000 8,723 SH SOLE 8,723 0 0
BLUE BIRD CORP COM 095306106 366,000 8,479 SH SOLE 8,479 0 0
ROOT INC CL A NEW 77664L207 651,000 5,086 SH SOLE 5,086 0 0
IMPINJ INC COM 453204109 652,000 5,866 SH SOLE 5,866 0 0
VIATRIS INC COM 92556V106 103,000 11,530 SH SOLE 11,530 0 0
HOST HOTELS & RESORTS INC COM 44107P104 598,000 38,962 SH SOLE 38,962 0 0
RESMED INC COM 761152107 227,000 878 SH SOLE 878 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 237,000 142,531 SH SOLE 142,531 0 0
POWERFLEET INC COM 73931J109 465,000 107,776 SH SOLE 107,776 0 0
HEALTH CATALYST INC COM 42225T107 73,000 19,447 SH SOLE 19,447 0 0
FLEX LNG LTD SHS G35947202 545,000 24,778 SH SOLE 24,778 0 0
UNITED PARKS & RESORTS INC COM 81282V100 506,000 10,730 SH SOLE 10,730 0 0
TERADATA CORP DEL COM 88076W103 487,000 21,829 SH SOLE 21,829 0 0
BOISE CASCADE CO DEL COM 09739D100 398,000 4,580 SH SOLE 4,580 0 0
OKTA INC CL A 679295105 3,155,000 31,555 SH SOLE 31,555 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 525,000 2,163 SH SOLE 2,163 0 0
HARMONIC INC COM 413160102 561,000 59,202 SH SOLE 59,202 0 0
VEECO INSTRS INC DEL COM 922417100 679,000 33,414 SH SOLE 33,414 0 0
NOBLE CORP PLC ORD SHS A G65431127 762,000 28,697 SH SOLE 28,697 0 0
BANC OF CALIFORNIA INC COM 05990K106 765,000 54,489 SH SOLE 54,489 0 0
KONTOOR BRANDS INC COM 50050N103 2,037,000 30,879 SH SOLE 30,879 0 0
GLOBUS MED INC CL A 379577208 1,526,000 25,853 SH SOLE 25,853 0 0
HUDBAY MINERALS INC COM 443628102 884,000 83,273 SH SOLE 83,273 0 0
NETGEAR INC COM 64111Q104 1,231,000 42,340 SH SOLE 42,340 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 1,270,000 9,638 SH SOLE 9,638 0 0
UNDER ARMOUR INC CL A 904311107 1,196,000 175,109 SH SOLE 175,109 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 1,483,000 13,430 SH SOLE 13,430 0 0
ENCOMPASS HEALTH CORP COM 29261A100 872,000 7,110 SH SOLE 7,110 0 0
THIRD COAST BANCSHARES INC COM 88422P109 201,000 6,167 SH SOLE 6,167 0 0
LTC PPTYS INC COM 502175102 487,000 14,075 SH SOLE 14,075 0 0
SOTERA HEALTH CO COM 83601L102 254,000 22,855 SH SOLE 22,855 0 0
HURON CONSULTING GROUP INC COM 447462102 809,000 5,880 SH SOLE 5,880 0 0
ENBRIDGE INC COM 29250N105 481,000 10,615 SH SOLE 10,615 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,498,000 39,881 SH SOLE 39,881 0 0
NEXTERA ENERGY INC COM 65339F101 3,200,000 46,090 SH SOLE 46,090 0 0
CME GROUP INC COM 12572Q105 799,000 2,900 SH SOLE 2,900 0 0
ETSY INC COM 29786A106 933,000 18,592 SH SOLE 18,592 0 0
IAC INC COM NEW 44891N208 419,000 11,226 SH SOLE 11,226 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 438,000 2,010 SH SOLE 2,010 0 0
WARBY PARKER INC CL A COM 93403J106 2,442,000 111,322 SH SOLE 111,322 0 0
FIRSTENERGY CORP COM 337932107 3,060,000 76,010 SH SOLE 76,010 0 0
ELLINGTON FINANCIAL INC COM 28852N109 524,000 40,293 SH SOLE 40,293 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 203,000 1,770 SH SOLE 1,770 0 0
VISA INC COM CL A 92826C839 394,000 1,110 SH SOLE 1,110 0 0
AIRBNB INC COM CL A 009066101 1,072,000 8,100 SH SOLE 8,100 0 0
BARNES & NOBLE ED INC COM NEW 06777U200 304,000 25,790 SH SOLE 25,790 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 685,000 119,519 SH SOLE 119,519 0 0
UMB FINL CORP COM 902788108 361,000 3,430 SH SOLE 3,430 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,288,000 9,843 SH SOLE 9,843 0 0
BCE INC COM NEW 05534B760 588,000 26,521 SH SOLE 26,521 0 0
ORIGIN BANCORP INC COM 68621T102 435,000 12,157 SH SOLE 12,157 0 0
MAREX GROUP PLC ORD G5S37H101 1,251,000 31,687 SH SOLE 31,687 0 0
HOME BANCSHARES INC COM 436893200 1,214,000 42,654 SH SOLE 42,654 0 0
GRAINGER W W INC COM 384802104 229,000 220 SH SOLE 220 0 0
FRANCO NEV CORP COM 351858105 856,000 5,220 SH SOLE 5,220 0 0
BAXTER INTL INC COM 071813109 1,390,000 45,901 SH SOLE 45,901 0 0
STITCH FIX INC COM CL A 860897107 489,000 132,158 SH SOLE 132,158 0 0
ARCHER AVIATION INC COM CL A 03945R102 227,000 20,893 SH SOLE 20,893 0 0
SOLID BIOSCIENCES INC COM NEW 83422E204 112,000 22,982 SH SOLE 22,982 0 0
AVIENT CORPORATION COM 05368V106 1,189,000 36,801 SH SOLE 36,801 0 0
ENACT HLDGS INC COM 29249E109 479,000 12,894 SH SOLE 12,894 0 0
BLEND LABS INC CL A 09352U108 190,000 57,632 SH SOLE 57,632 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 437,000 4,510 SH SOLE 4,510 0 0
ATS CORPORATION COM 00217Y104 281,000 8,810 SH SOLE 8,810 0 0
J & J SNACK FOODS CORP COM 466032109 399,000 3,520 SH SOLE 3,520 0 0
AMC NETWORKS INC CL A 00164V103 459,000 73,139 SH SOLE 73,139 0 0
TESLA INC COM 88160R101 1,969,000 6,198 SH SOLE 6,198 0 0
CENTRAL & EASTERN EUROPE FD COM 153436100 247,000 15,934 SH SOLE 15,934 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 515,000 55,638 SH SOLE 55,638 0 0
SPDR GOLD TR GOLD SHS 78463V107 480,000 1,575 SH SOLE 1,575 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109 1,118,000 107,474 SH SOLE 107,474 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 239,000 17,560 SH SOLE 17,560 0 0
PINTEREST INC CL A 72352L106 1,085,000 30,265 SH SOLE 30,265 0 0
KOPPERS HOLDINGS INC COM 50060P106 872,000 27,120 SH SOLE 27,120 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 215,000 6,810 SH SOLE 6,810 0 0
KEMPER CORP COM 488401100 364,000 5,640 SH SOLE 5,640 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 562,000 2,312 SH SOLE 2,312 0 0
POTBELLY CORP COM 73754Y100 640,000 52,256 SH SOLE 52,256 0 0
BOX INC CL A 10316T104 977,000 28,601 SH SOLE 28,601 0 0
NEW YORK MTG TR INC COM 649604840 78,000 11,590 SH SOLE 11,590 0 0
UDEMY INC COM 902685106 305,000 43,258 SH SOLE 43,258 0 0
ADT INC DEL COM 00090Q103 781,000 92,166 SH SOLE 92,166 0 0
CENTERSPACE COM 15202L107 342,000 5,690 SH SOLE 5,690 0 0
ASANA INC CL A 04342Y104 1,525,000 113,013 SH SOLE 113,013 0 0
QUANEX BLDG PRODS CORP COM 747619104 455,000 24,068 SH SOLE 24,068 0 0
SALESFORCE INC COM 79466L302 706,000 2,590 SH SOLE 2,590 0 0
EVERTEC INC COM 30040P103 879,000 24,400 SH SOLE 24,400 0 0
KBR INC COM 48242W106 1,303,000 27,183 SH SOLE 27,183 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 1,312,000 16,430 SH SOLE 16,430 0 0
COSTAR GROUP INC COM 22160N109 266,000 3,308 SH SOLE 3,308 0 0
DEERE & CO COM 244199105 737,000 1,450 SH SOLE 1,450 0 0
SEALED AIR CORP NEW COM 81211K100 1,663,000 53,598 SH SOLE 53,598 0 0
NVIDIA CORPORATION COM 67066G104 2,529,000 16,009 SH SOLE 16,009 0 0
KROGER CO COM 501044101 1,165,000 16,236 SH SOLE 16,236 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 467,000 12,730 SH SOLE 12,730 0 0
PACKAGING CORP AMER COM 695156109 339,000 1,801 SH SOLE 1,801 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 2,504,000 40,770 SH SOLE 40,770 0 0
ITEOS THERAPEUTICS INC COM 46565G104 771,000 77,371 SH SOLE 77,371 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 1,292,000 28,351 SH SOLE 28,351 0 0
UNUM GROUP COM 91529Y106 1,495,000 18,510 SH SOLE 18,510 0 0
NOVANTA INC COM 67000B104 777,000 6,030 SH SOLE 6,030 0 0
ORTHOFIX MED INC COM 68752M108 535,000 47,983 SH SOLE 47,983 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,434,000 27,353 SH SOLE 27,353 0 0
FRESHPET INC COM 358039105 512,000 7,536 SH SOLE 7,536 0 0
AMER SPORTS INC COM SHS G0260P102 1,976,000 50,992 SH SOLE 50,992 0 0
LIVERAMP HLDGS INC COM 53815P108 244,000 7,370 SH SOLE 7,370 0 0
RESOURCES CONNECTION INC COM 76122Q105 179,000 33,271 SH SOLE 33,271 0 0
HILLENBRAND INC COM 431571108 961,000 47,894 SH SOLE 47,894 0 0
SMURFIT WESTROCK PLC SHS G8267P108 898,000 20,810 SH SOLE 20,810 0 0
ICICI BANK LIMITED ADR 45104G104 904,000 26,878 SH SOLE 26,878 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 1,013,000 16,550 SH SOLE 16,550 0 0
BLOCK H & R INC COM 093671105 988,000 18,000 SH SOLE 18,000 0 0
QUAD / GRAPHICS INC COM CL A 747301109 71,000 12,583 SH SOLE 12,583 0 0
TELOS CORP MD COM 87969B101 122,000 38,361 SH SOLE 38,361 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 408,000 7,049 SH SOLE 7,049 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 5,098,000 47,276 SH SOLE 47,276 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 358,000 12,434 SH SOLE 12,434 0 0
MYR GROUP INC DEL COM 55405W104 472,000 2,600 SH SOLE 2,600 0 0
DAYFORCE INC COM 15677J108 699,000 12,626 SH SOLE 12,626 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101 1,905,000 254,442 SH SOLE 254,442 0 0
IDT CORP CL B NEW 448947507 800,000 11,710 SH SOLE 11,710 0 0
10X GENOMICS INC CL A COM 88025U109 451,000 39,023 SH SOLE 39,023 0 0
APPLE INC COM 037833100 1,269,000 6,186 SH SOLE 6,186 0 0
ADOBE INC COM 00724F101 2,751,000 7,110 SH SOLE 7,110 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 765,000 17,360 SH SOLE 17,360 0 0
CANADIAN NAT RES LTD COM 136385101 524,000 16,668 SH SOLE 16,668 0 0
TRACTOR SUPPLY CO COM 892356106 1,326,000 25,121 SH SOLE 25,121 0 0
BAYTEX ENERGY CORP COM 07317Q105 56,000 31,226 SH SOLE 31,226 0 0
HOULIHAN LOKEY INC CL A 441593100 1,461,000 8,120 SH SOLE 8,120 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 430,000 3,090 SH SOLE 3,090 0 0
TRUBRIDGE INC COM 205306103 573,000 24,430 SH SOLE 24,430 0 0
MICRON TECHNOLOGY INC COM 595112103 5,898,000 47,855 SH SOLE 47,855 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 256,000 31,166 SH SOLE 31,166 0 0
INTERPARFUMS INC COM 458334109 1,279,000 9,740 SH SOLE 9,740 0 0
BALCHEM CORP COM 057665200 1,540,000 9,671 SH SOLE 9,671 0 0
VERACYTE INC COM 92337F107 581,000 21,500 SH SOLE 21,500 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 336,000 7,190 SH SOLE 7,190 0 0
CLARIVATE PLC ORD SHS G21810109 399,000 92,685 SH SOLE 92,685 0 0
LENDINGTREE INC NEW COM 52603B107 545,000 14,690 SH SOLE 14,690 0 0
NEW YORK TIMES CO CL A 650111107 1,094,000 19,549 SH SOLE 19,549 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 516,000 440 SH SOLE 440 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,193,000 17,619 SH SOLE 17,619 0 0
BLOOMIN BRANDS INC COM 094235108 88,000 10,220 SH SOLE 10,220 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 210,000 17,854 SH SOLE 17,854 0 0
MID PENN BANCORP INC COM 59540G107 261,000 9,248 SH SOLE 9,248 0 0
ENOVIS CORPORATION COM 194014502 806,000 25,700 SH SOLE 25,700 0 0
FRONTDOOR INC COM 35905A109 281,000 4,758 SH SOLE 4,758 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 1,038,000 20,160 SH SOLE 20,160 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 496,000 13,948 SH SOLE 13,948 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 1,056,000 19,780 SH SOLE 19,780 0 0
CONSTELLIUM SE CL A SHS F21107101 329,000 24,771 SH SOLE 24,771 0 0
CALEDONIA MNG CORP PLC SHS NEW G1757E113 198,000 10,261 SH SOLE 10,261 0 0
CENTENE CORP DEL COM 15135B101 3,826,000 70,481 SH SOLE 70,481 0 0
HUB GROUP INC CL A 443320106 1,706,000 51,036 SH SOLE 51,036 0 0
RPM INTL INC COM 749685103 967,000 8,800 SH SOLE 8,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 997,000 23,040 SH SOLE 23,040 0 0
CACTUS INC CL A 127203107 627,000 14,332 SH SOLE 14,332 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 320,000 45,950 SH SOLE 45,950 0 0
ELDORADO GOLD CORP NEW COM 284902509 644,000 31,684 SH SOLE 31,684 0 0
CORPAY INC COM SHS 219948106 654,000 1,970 SH SOLE 1,970 0 0
BANCFIRST CORP COM 05945F103 653,000 5,282 SH SOLE 5,282 0 0
GALIANO GOLD INC COM 36352H100 59,000 46,466 SH SOLE 46,466 0 0
TWIST BIOSCIENCE CORP COM 90184D100 306,000 8,329 SH SOLE 8,329 0 0
A-MARK PRECIOUS METALS INC COM 00181T107 287,000 12,942 SH SOLE 12,942 0 0
JABIL INC COM 466313103 1,985,000 9,099 SH SOLE 9,099 0 0
SPROUTS FMRS MKT INC COM 85208M102 3,107,000 18,870 SH SOLE 18,870 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 4,637,000 164,890 SH SOLE 164,890 0 0
SCORPIO TANKERS INC SHS Y7542C130 285,000 7,281 SH SOLE 7,281 0 0
EXPAND ENERGY CORPORATION COM 165167735 269,000 2,302 SH SOLE 2,302 0 0
TRINITY CAP INC COM 896442308 368,000 26,177 SH SOLE 26,177 0 0
RIO TINTO PLC SPONSORED ADR 767204100 620,000 10,631 SH SOLE 10,631 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 488,000 26,143 SH SOLE 26,143 0 0
COMPASS INC CL A 20464U100 825,000 131,344 SH SOLE 131,344 0 0
ISHARES INC MSCI STH KOR ETF 464286772 929,000 12,941 SH SOLE 12,941 0 0
FLOTEK INDS INC DEL COM NEW 343389409 371,000 25,108 SH SOLE 25,108 0 0
PAYPAL HLDGS INC COM 70450Y103 502,000 6,758 SH SOLE 6,758 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 633,000 29,412 SH SOLE 29,412 0 0
EXELON CORP COM 30161N101 233,000 5,369 SH SOLE 5,369 0 0
PINNACLE WEST CAP CORP COM 723484101 1,666,000 18,617 SH SOLE 18,617 0 0
NEWELL BRANDS INC COM 651229106 836,000 154,811 SH SOLE 154,811 0 0
TRAVELZOO COM NEW 89421Q205 171,000 13,425 SH SOLE 13,425 0 0
COOPER COS INC COM 216648501 240,000 3,375 SH SOLE 3,375 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,937,000 16,290 SH SOLE 16,290 0 0
FEDERATED HERMES INC CL B 314211103 370,000 8,359 SH SOLE 8,359 0 0
SNAP INC CL A 83304A106 208,000 23,925 SH SOLE 23,925 0 0
EQUINOX GOLD CORP COM 29446Y502 454,000 78,896 SH SOLE 78,896 0 0
VERRICA PHARMACEUTICALS INC COM 92511W108 11,000 20,300 SH SOLE 20,300 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 1,006,000 5,070 SH SOLE 5,070 0 0
NATURAL GROCERS BY VITAMIN C COM 63888U108 998,000 25,425 SH SOLE 25,425 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 440,000 21,822 SH SOLE 21,822 0 0
HONEYWELL INTL INC COM 438516106 741,000 3,184 SH SOLE 3,184 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,987,000 7,461 SH SOLE 7,461 0 0
MISTER CAR WASH INC COM 60646V105 217,000 36,184 SH SOLE 36,184 0 0
BROADCOM INC COM 11135F101 701,000 2,543 SH SOLE 2,543 0 0
GREEN BRICK PARTNERS INC COM 392709101 265,000 4,217 SH SOLE 4,217 0 0
DUTCH BROS INC CL A 26701L100 1,398,000 20,442 SH SOLE 20,442 0 0
EZCORP INC CL A NON VTG 302301106 1,682,000 121,183 SH SOLE 121,183 0 0
HAYWARD HLDGS INC COM 421298100 330,000 23,910 SH SOLE 23,910 0 0
ADMA BIOLOGICS INC COM 000899104 290,000 15,920 SH SOLE 15,920 0 0
THE CAMPBELLS COMPANY COM 134429109 971,000 31,687 SH SOLE 31,687 0 0
ROGERS CORP COM 775133101 335,000 4,890 SH SOLE 4,890 0 0
NERDWALLET INC COM CL A 64082B102 1,137,000 103,667 SH SOLE 103,667 0 0
FOX CORP CL A COM 35137L105 1,223,000 21,828 SH SOLE 21,828 0 0
JPMORGAN CHASE & CO. COM 46625H100 527,000 1,819 SH SOLE 1,819 0 0
T-MOBILE US INC COM 872590104 526,000 2,209 SH SOLE 2,209 0 0
ALPHABET INC CAP STK CL C 02079K107 1,935,000 10,907 SH SOLE 10,907 0 0
WELLS FARGO CO NEW COM 949746101 626,000 7,814 SH SOLE 7,814 0 0
WPP PLC NEW ADR 92937A102 214,000 6,100 SH SOLE 6,100 0 0
AERCAP HOLDINGS NV SHS N00985106 1,101,000 9,410 SH SOLE 9,410 0 0
EDGEWELL PERS CARE CO COM 28035Q102 790,000 33,720 SH SOLE 33,720 0 0
CHATHAM LODGING TR COM 16208T102 78,000 11,221 SH SOLE 11,221 0 0
SONOS INC COM 83570H108 465,000 42,973 SH SOLE 42,973 0 0
LPL FINL HLDGS INC COM 50212V100 1,787,000 4,766 SH SOLE 4,766 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 605,000 18,920 SH SOLE 18,920 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 488,000 1,700 SH SOLE 1,700 0 0
ACUITY BRANDS INC COM 00508Y102 1,623,000 5,440 SH SOLE 5,440 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,191,000 12,417 SH SOLE 12,417 0 0
WEAVE COMMUNICATIONS INC COM 94724R108 939,000 112,906 SH SOLE 112,906 0 0
ASGN INC COM 00191U102 595,000 11,922 SH SOLE 11,922 0 0
SPRINKLR INC CL A 85208T107 1,156,000 136,625 SH SOLE 136,625 0 0
MODINE MFG CO COM 607828100 1,246,000 12,648 SH SOLE 12,648 0 0
AMERESCO INC CL A 02361E108 419,000 27,608 SH SOLE 27,608 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 3,014,000 54,524 SH SOLE 54,524 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 204,000 19,682 SH SOLE 19,682 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 12,000 10,546 SH SOLE 10,546 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,995,000 6,475 SH SOLE 6,475 0 0
VTEX SHS CL A G9470A102 311,000 47,142 SH SOLE 47,142 0 0
SHOPIFY INC CL A 82509L107 468,000 4,053 SH SOLE 4,053 0 0
RADNET INC COM 750491102 368,000 6,468 SH SOLE 6,468 0 0
BLACKROCK TCP CAPITAL CORP COM 09259E108 373,000 48,440 SH SOLE 48,440 0 0
BATH & BODY WORKS INC COM 070830104 908,000 30,286 SH SOLE 30,286 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104 880,000 62,834 SH SOLE 62,834 0 0
EVERSOURCE ENERGY COM 30040W108 1,408,000 22,139 SH SOLE 22,139 0 0
SMITH A O CORP COM 831865209 475,000 7,239 SH SOLE 7,239 0 0
HILLMAN SOLUTIONS CORP COM 431636109 202,000 28,310 SH SOLE 28,310 0 0
ASSURED GUARANTY LTD COM G0585R106 277,000 3,183 SH SOLE 3,183 0 0
AURORA INNOVATION INC CLASS A COM 051774107 868,000 165,627 SH SOLE 165,627 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 359,000 6,259 SH SOLE 6,259 0 0
OSI SYSTEMS INC COM 671044105 1,354,000 6,020 SH SOLE 6,020 0 0
INTREPID POTASH INC COM 46121Y201 351,000 9,820 SH SOLE 9,820 0 0
ARTERIS INC COM 04302A104 160,000 16,769 SH SOLE 16,769 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 415,000 10,240 SH SOLE 10,240 0 0
READY CAPITAL CORP COM 75574U101 61,000 14,038 SH SOLE 14,038 0 0
MFA FINL INC COM 55272X607 388,000 41,055 SH SOLE 41,055 0 0
COURSERA INC COM 22266M104 495,000 56,539 SH SOLE 56,539 0 0
STELLANTIS N.V SHS N82405106 221,000 22,042 SH SOLE 22,042 0 0
FIRSTSUN CAP BANCORP COM 33767U107 961,000 27,660 SH SOLE 27,660 0 0
MATSON INC COM 57686G105 1,779,000 15,970 SH SOLE 15,970 0 0
INOGEN INC COM 45780L104 90,000 12,755 SH SOLE 12,755 0 0
RAYONIER INC COM 754907103 280,000 12,605 SH SOLE 12,605 0 0
DISNEY WALT CO COM 254687106 292,000 2,355 SH SOLE 2,355 0 0
BORGWARNER INC COM 099724106 900,000 26,890 SH SOLE 26,890 0 0
BOEING CO COM 097023105 1,573,000 7,507 SH SOLE 7,507 0 0
TD SYNNEX CORPORATION COM 87162W100 5,337,000 39,330 SH SOLE 39,330 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 1,762,000 78,359 SH SOLE 78,359 0 0
MAGNERA CORP COM SHS 55939A107 600,000 49,644 SH SOLE 49,644 0 0
ILLINOIS TOOL WKS INC COM 452308109 584,000 2,360 SH SOLE 2,360 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 60,000 13,306 SH SOLE 13,306 0 0
MOOG INC CL A 615394202 621,000 3,430 SH SOLE 3,430 0 0
CURTISS WRIGHT CORP COM 231561101 606,000 1,240 SH SOLE 1,240 0 0
ZEVIA PBC CL A 98955K104 96,000 29,808 SH SOLE 29,808 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 800,000 3,253 SH SOLE 3,253 0 0
SEI INVTS CO COM 784117103 952,000 10,589 SH SOLE 10,589 0 0
SIMPSON MFG INC COM 829073105 722,000 4,650 SH SOLE 4,650 0 0
WEIS MKTS INC COM 948849104 281,000 3,880 SH SOLE 3,880 0 0
BERRY CORP COM 08579X101 29,000 10,490 SH SOLE 10,490 0 0
INVIVYD INC COM 00534A102 9,000 13,900 SH SOLE 13,900 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 138,000 46,987 SH SOLE 46,987 0 0
FIRST FINL BANKSHARES INC COM 32020R109 489,000 13,586 SH SOLE 13,586 0 0
QUINSTREET INC COM 74874Q100 825,000 51,218 SH SOLE 51,218 0 0
FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 219,000 20,450 SH SOLE 20,450 0 0
INSPIRE MED SYS INC COM 457730109 593,000 4,570 SH SOLE 4,570 0 0
C4 THERAPEUTICS INC COM STK 12529R107 31,000 21,476 SH SOLE 21,476 0 0
ACCO BRANDS CORP COM 00081T108 44,000 12,387 SH SOLE 12,387 0 0
PAYLOCITY HLDG CORP COM 70438V106 413,000 2,280 SH SOLE 2,280 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 619,000 26,163 SH SOLE 26,163 0 0
AFYA LTD CL A COM G01125106 391,000 21,869 SH SOLE 21,869 0 0
ICU MED INC COM 44930G107 350,000 2,650 SH SOLE 2,650 0 0
RED ROCK RESORTS INC CL A 75700L108 745,000 14,331 SH SOLE 14,331 0 0
PERDOCEO ED CORP COM 71363P106 393,000 12,020 SH SOLE 12,020 0 0
PLEXUS CORP COM 729132100 1,969,000 14,550 SH SOLE 14,550 0 0
CADRE HLDGS INC COM 12763L105 695,000 21,823 SH SOLE 21,823 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,176,000 2,689 SH SOLE 2,689 0 0
LIVE OAK BANCSHARES INC COM 53803X105 358,000 12,020 SH SOLE 12,020 0 0
ORION GROUP HLDGS INC COM 68628V308 153,000 16,882 SH SOLE 16,882 0 0
TITAN MACHY INC COM 88830R101 227,000 11,482 SH SOLE 11,482 0 0
FISERV INC COM 337738108 276,000 1,600 SH SOLE 1,600 0 0
MATADOR RES CO COM 576485205 1,713,000 35,893 SH SOLE 35,893 0 0
KLA CORP COM NEW 482480100 796,000 889 SH SOLE 889 0 0
HF SINCLAIR CORP COM 403949100 351,000 8,542 SH SOLE 8,542 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 789,000 17,600 SH SOLE 17,600 0 0
REDWOOD TRUST INC COM 758075402 168,000 28,475 SH SOLE 28,475 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 239,000 2,940 SH SOLE 2,940 0 0
DOLLAR GEN CORP NEW COM 256677105 525,000 4,586 SH SOLE 4,586 0 0
NEW JERSEY RES CORP COM 646025106 1,624,000 36,221 SH SOLE 36,221 0 0
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 220,000 25,957 SH SOLE 25,957 0 0
PROS HOLDINGS INC COM 74346Y103 410,000 26,209 SH SOLE 26,209 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 214,000 910 SH SOLE 910 0 0
PROGYNY INC COM 74340E103 327,000 14,875 SH SOLE 14,875 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 437,000 43,738 SH SOLE 43,738 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 50,000 11,406 SH SOLE 11,406 0 0
HESS MIDSTREAM LP CL A SHS 428103105 579,000 15,044 SH SOLE 15,044 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 23,000 31,500 SH SOLE 31,500 0 0
REX AMERICAN RES CORP COM 761624105 220,000 4,520 SH SOLE 4,520 0 0
BAIN CAP SPECIALTY FIN INC COM STK 05684B107 489,000 32,526 SH SOLE 32,526 0 0
SELECT MED HLDGS CORP COM 81619Q105 165,000 10,888 SH SOLE 10,888 0 0
THREDUP INC CL A 88556E102 695,000 92,756 SH SOLE 92,756 0 0
NORTHWEST NAT HLDG CO COM 66765N105 481,000 12,100 SH SOLE 12,100 0 0
REPLIGEN CORP COM 759916109 2,027,000 16,294 SH SOLE 16,294 0 0
TALOS ENERGY INC COM 87484T108 786,000 92,742 SH SOLE 92,742 0 0
MIDDLESEX WTR CO COM 596680108 244,000 4,506 SH SOLE 4,506 0 0
NBT BANCORP INC COM 628778102 1,445,000 34,775 SH SOLE 34,775 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 630,000 47,165 SH SOLE 47,165 0 0
WD 40 CO COM 929236107 734,000 3,220 SH SOLE 3,220 0 0
SILICON LABORATORIES INC COM 826919102 292,000 1,980 SH SOLE 1,980 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 518,000 27,347 SH SOLE 27,347 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 2,078,000 26,219 SH SOLE 26,219 0 0
C3 AI INC CL A 12468P104 1,063,000 43,248 SH SOLE 43,248 0 0
OFG BANCORP COM 67103X102 957,000 22,350 SH SOLE 22,350 0 0
VIANT TECHNOLOGY INC COM CL A 92557A101 162,000 12,282 SH SOLE 12,282 0 0
RXSIGHT INC COM 78349D107 997,000 76,728 SH SOLE 76,728 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 2,190,000 17,260 SH SOLE 17,260 0 0
MESA LABS INC COM 59064R109 452,000 4,801 SH SOLE 4,801 0 0
ZIPRECRUITER INC CL A 98980B103 127,000 25,405 SH SOLE 25,405 0 0
AAON INC COM PAR $0.004 000360206 1,784,000 24,186 SH SOLE 24,186 0 0
RENASANT CORP COM 75970E107 1,750,000 48,718 SH SOLE 48,718 0 0
MYERS INDS INC COM 628464109 250,000 17,239 SH SOLE 17,239 0 0
BOWMAN CONSULTING GROUP LTD COM 103002101 231,000 8,038 SH SOLE 8,038 0 0
VIPER ENERGY INC CL A 927959106 860,000 22,553 SH SOLE 22,553 0 0
CULLEN FROST BANKERS INC COM 229899109 793,000 6,170 SH SOLE 6,170 0 0
INDEPENDENT BK CORP MASS COM 453836108 884,000 14,060 SH SOLE 14,060 0 0
FOX FACTORY HLDG CORP COM 35138V102 567,000 21,858 SH SOLE 21,858 0 0
UPSTART HLDGS INC COM 91680M107 280,000 4,332 SH SOLE 4,332 0 0
SONY GROUP CORP SPONSORED ADR 835699307 2,608,000 100,191 SH SOLE 100,191 0 0
4D MOLECULAR THERAPEUTICS IN COM 35104E100 61,000 16,369 SH SOLE 16,369 0 0
LIBERTY ENERGY INC COM CL A 53115L104 855,000 74,481 SH SOLE 74,481 0 0
VULCAN MATLS CO COM 929160109 342,000 1,310 SH SOLE 1,310 0 0
MALIBU BOATS INC COM CL A 56117J100 227,000 7,253 SH SOLE 7,253 0 0
AVERY DENNISON CORP COM 053611109 918,000 5,231 SH SOLE 5,231 0 0
TORO CO COM 891092108 1,420,000 20,100 SH SOLE 20,100 0 0
GOOSEHEAD INS INC COM CL A 38267D109 741,000 7,020 SH SOLE 7,020 0 0
BADGER METER INC COM 056525108 656,000 2,680 SH SOLE 2,680 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 671,000 157,946 SH SOLE 157,946 0 0
ARHAUS INC COM CL A 04035M102 176,000 20,323 SH SOLE 20,323 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109 190,000 45,956 SH SOLE 45,956 0 0
WEST FRASER TIMBER CO LTD COM 952845105 754,000 10,290 SH SOLE 10,290 0 0
PG&E CORP COM 69331C108 1,075,000 77,103 SH SOLE 77,103 0 0
UNILEVER PLC SPON ADR NEW 904767704 768,000 12,563 SH SOLE 12,563 0 0
TERNS PHARMACEUTICALS INC COM 880881107 74,000 19,745 SH SOLE 19,745 0 0
INGREDION INC COM 457187102 1,170,000 8,630 SH SOLE 8,630 0 0
ACV AUCTIONS INC COM CL A 00091G104 988,000 60,882 SH SOLE 60,882 0 0
ICF INTL INC COM 44925C103 419,000 4,952 SH SOLE 4,952 0 0
ALPHABET INC CAP STK CL A 02079K305 1,070,000 6,074 SH SOLE 6,074 0 0
IAMGOLD CORP COM 450913108 550,000 74,849 SH SOLE 74,849 0 0
MONRO INC COM 610236101 244,000 16,366 SH SOLE 16,366 0 0
OTIS WORLDWIDE CORP COM 68902V107 210,000 2,121 SH SOLE 2,121 0 0
RTX CORPORATION COM 75513E101 1,354,000 9,271 SH SOLE 9,271 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,534,000 6,430 SH SOLE 6,430 0 0
CONMED CORP COM 207410101 659,000 12,660 SH SOLE 12,660 0 0
GREENBRIER COS INC COM 393657101 261,000 5,665 SH SOLE 5,665 0 0
COMFORT SYS USA INC COM 199908104 361,000 674 SH SOLE 674 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 744,000 22,300 SH SOLE 22,300 0 0
SHERWIN WILLIAMS CO COM 824348106 570,000 1,660 SH SOLE 1,660 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 2,389,000 404,886 SH SOLE 404,886 0 0
EMPLOYERS HLDGS INC COM 292218104 587,000 12,444 SH SOLE 12,444 0 0
PALOMAR HLDGS INC COM 69753M105 973,000 6,305 SH SOLE 6,305 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 1,074,000 35,300 SH SOLE 35,300 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 1,187,000 67,791 SH SOLE 67,791 0 0
BACKBLAZE INC COM CL A 05637B105 133,000 24,207 SH SOLE 24,207 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 421,000 17,794 SH SOLE 17,794 0 0
RITHM CAPITAL CORP COM NEW 64828T201 159,000 14,095 SH SOLE 14,095 0 0
TALEN ENERGY CORP COM 87422Q109 336,000 1,157 SH SOLE 1,157 0 0
SIMULATIONS PLUS INC COM 829214105 289,000 16,541 SH SOLE 16,541 0 0
MISTRAS GROUP INC COM 60649T107 282,000 35,253 SH SOLE 35,253 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 212,000 2,450 SH SOLE 2,450 0 0
BENCHMARK ELECTRS INC COM 08160H101 269,000 6,937 SH SOLE 6,937 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 182,000 14,909 SH SOLE 14,909 0 0
GCM GROSVENOR INC COM CL A 36831E108 428,000 37,053 SH SOLE 37,053 0 0
B2GOLD CORP COM 11777Q209 104,000 28,854 SH SOLE 28,854 0 0
WEBSTER FINL CORP COM 947890109 835,000 15,300 SH SOLE 15,300 0 0
NUTANIX INC CL A 67059N108 2,218,000 29,017 SH SOLE 29,017 0 0
REV GROUP INC COM 749527107 1,490,000 31,310 SH SOLE 31,310 0 0
ALARM COM HLDGS INC COM 011642105 218,000 3,861 SH SOLE 3,861 0 0
ASTRONICS CORP COM 046433108 790,000 23,590 SH SOLE 23,590 0 0
SILVERCORP METALS INC COM 82835P103 408,000 96,521 SH SOLE 96,521 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108 1,722,000 52,570 SH SOLE 52,570 0 0
TEXAS ROADHOUSE INC COM 882681109 2,423,000 12,928 SH SOLE 12,928 0 0
ATLASSIAN CORPORATION CL A 049468101 2,350,000 11,570 SH SOLE 11,570 0 0
CITI TRENDS INC COM 17306X102 502,000 15,023 SH SOLE 15,023 0 0
HERITAGE FINL CORP WASH COM 42722X106 750,000 31,460 SH SOLE 31,460 0 0
ROYAL GOLD INC COM 780287108 214,000 1,204 SH SOLE 1,204 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 1,835,000 37,319 SH SOLE 37,319 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 546,000 8,580 SH SOLE 8,580 0 0
LINCOLN NATL CORP IND COM 534187109 559,000 16,150 SH SOLE 16,150 0 0
INTAPP INC COM 45827U109 1,441,000 27,919 SH SOLE 27,919 0 0
NLIGHT INC COM 65487K100 859,000 43,668 SH SOLE 43,668 0 0
EVOLUS INC COM 30052C107 737,000 80,020 SH SOLE 80,020 0 0
LIVANOVA PLC SHS G5509L101 479,000 10,630 SH SOLE 10,630 0 0
VERALTO CORP COM SHS 92338C103 530,000 5,250 SH SOLE 5,250 0 0
OMNIAB INC COM 68218J103 22,000 12,557 SH SOLE 12,557 0 0
RIGEL PHARMACEUTICALS INC COM 766559702 262,000 14,004 SH SOLE 14,004 0 0
TRINET GROUP INC COM 896288107 1,498,000 20,480 SH SOLE 20,480 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 821,000 8,320 SH SOLE 8,320 0 0
GENERAL DYNAMICS CORP COM 369550108 2,070,000 7,096 SH SOLE 7,096 0 0
AMN HEALTHCARE SVCS INC COM 001744101 804,000 38,892 SH SOLE 38,892 0 0
ENSIGN GROUP INC COM 29358P101 653,000 4,234 SH SOLE 4,234 0 0
AMBEV SA SPONSORED ADR 02319V103 61,000 25,116 SH SOLE 25,116 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,376,000 18,530 SH SOLE 18,530 0 0
FIRSTSERVICE CORP NEW COM 33767E202 911,000 5,215 SH SOLE 5,215 0 0
CAVA GROUP INC COM 148929102 1,311,000 15,563 SH SOLE 15,563 0 0
CORVEL CORP COM 221006109 537,000 5,220 SH SOLE 5,220 0 0
CORMEDIX INC COM 21900C308 284,000 23,056 SH SOLE 23,056 0 0
FULLER H B CO COM 359694106 729,000 12,130 SH SOLE 12,130 0 0
COMMERCIAL METALS CO COM 201723103 242,000 4,956 SH SOLE 4,956 0 0
MILLERKNOLL INC COM 600544100 795,000 40,957 SH SOLE 40,957 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 329,000 30,412 SH SOLE 30,412 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 901,000 2,143 SH SOLE 2,143 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 326,000 25,083 SH SOLE 25,083 0 0
ZOETIS INC CL A 98978V103 1,817,000 11,650 SH SOLE 11,650 0 0
MONGODB INC CL A 60937P106 1,348,000 6,420 SH SOLE 6,420 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,179,000 5,540 SH SOLE 5,540 0 0
SNAP ON INC COM 833034101 650,000 2,089 SH SOLE 2,089 0 0
MUELLER WTR PRODS INC COM SER A 624758108 682,000 28,356 SH SOLE 28,356 0 0
ZILLOW GROUP INC CL A 98954M101 248,000 3,620 SH SOLE 3,620 0 0
UNITIL CORP COM 913259107 964,000 18,477 SH SOLE 18,477 0 0
89BIO INC COM 282559103 269,000 27,395 SH SOLE 27,395 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 647,000 19,907 SH SOLE 19,907 0 0
GENERAL MTRS CO COM 37045V100 480,000 9,749 SH SOLE 9,749 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 319,000 3,450 SH SOLE 3,450 0 0
OXFORD INDS INC COM 691497309 269,000 6,671 SH SOLE 6,671 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110 412,000 11,000 SH SOLE 11,000 0 0
MOLINA HEALTHCARE INC COM 60855R100 864,000 2,900 SH SOLE 2,900 0 0
HEALTHEQUITY INC COM 42226A107 2,882,000 27,511 SH SOLE 27,511 0 0
MDU RES GROUP INC COM 552690109 814,000 48,845 SH SOLE 48,845 0 0
FIRST BANCORP P R COM NEW 318672706 921,000 44,215 SH SOLE 44,215 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 388,000 950 SH SOLE 950 0 0
FIVE STAR BANCORP COM 33830T103 256,000 8,973 SH SOLE 8,973 0 0
DOW INC COM 260557103 1,031,000 38,963 SH SOLE 38,963 0 0
BJS RESTAURANTS INC COM 09180C106 1,234,000 27,660 SH SOLE 27,660 0 0
NEWTEKONE INC COM NEW 652526203 631,000 55,928 SH SOLE 55,928 0 0
QUEST DIAGNOSTICS INC COM 74834L100 2,270,000 12,640 SH SOLE 12,640 0 0
REMITLY GLOBAL INC COM 75960P104 2,595,000 138,275 SH SOLE 138,275 0 0
POWER INTEGRATIONS INC COM 739276103 506,000 9,049 SH SOLE 9,049 0 0
NATWEST GROUP PLC SPONS ADR 639057207 418,000 29,524 SH SOLE 29,524 0 0
ORION S.A. COM L72967109 162,000 15,488 SH SOLE 15,488 0 0
PNC FINL SVCS GROUP INC COM 693475105 854,000 4,580 SH SOLE 4,580 0 0
GOLUB CAP BDC INC COM 38173M102 232,000 15,830 SH SOLE 15,830 0 0
TOOTSIE ROLL INDS INC COM 890516107 428,000 12,794 SH SOLE 12,794 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,791,000 17,200 SH SOLE 17,200 0 0
PAYCOM SOFTWARE INC COM 70432V102 930,000 4,020 SH SOLE 4,020 0 0
CINEMARK HLDGS INC COM 17243V102 1,622,000 53,728 SH SOLE 53,728 0 0
ARDELYX INC COM 039697107 511,000 130,321 SH SOLE 130,321 0 0
YUM BRANDS INC COM 988498101 468,000 3,159 SH SOLE 3,159 0 0
TSCAN THERAPEUTICS INC COM 89854M101 20,000 13,878 SH SOLE 13,878 0 0
PENUMBRA INC COM 70975L107 862,000 3,360 SH SOLE 3,360 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806 344,000 2,982 SH SOLE 2,982 0 0
RPC INC COM 749660106 133,000 28,195 SH SOLE 28,195 0 0
WINTRUST FINL CORP COM 97650W108 1,563,000 12,610 SH SOLE 12,610 0 0
TREX CO INC COM 89531P105 460,000 8,456 SH SOLE 8,456 0 0
DOMINOS PIZZA INC COM 25754A201 1,229,000 2,727 SH SOLE 2,727 0 0
AVEANNA HEALTHCARE HLDGS INC COM 05356F105 68,000 12,998 SH SOLE 12,998 0 0
UGI CORP NEW COM 902681105 716,000 19,668 SH SOLE 19,668 0 0
DARDEN RESTAURANTS INC COM 237194105 6,210,000 28,488 SH SOLE 28,488 0 0
QUAKER HOUGHTON COM 747316107 234,000 2,093 SH SOLE 2,093 0 0
ENVIRI CORP COM 415864107 166,000 19,177 SH SOLE 19,177 0 0
TEGNA INC COM 87901J105 551,000 32,828 SH SOLE 32,828 0 0
SLM CORP COM 78442P106 298,000 9,092 SH SOLE 9,092 0 0
LABCORP HOLDINGS INC COM SHS 504922105 1,425,000 5,430 SH SOLE 5,430 0 0
SUNCOKE ENERGY INC COM 86722A103 766,000 89,185 SH SOLE 89,185 0 0
CVS HEALTH CORP COM 126650100 562,000 8,149 SH SOLE 8,149 0 0
LINDE PLC SHS G54950103 817,000 1,742 SH SOLE 1,742 0 0
DREAM FINDERS HOMES INC COM CL A 26154D100 338,000 13,413 SH SOLE 13,413 0 0
COMCAST CORP NEW CL A 20030N101 452,000 12,653 SH SOLE 12,653 0 0
FIVE BELOW INC COM 33829M101 2,404,000 18,325 SH SOLE 18,325 0 0
QUALCOMM INC COM 747525103 1,114,000 6,996 SH SOLE 6,996 0 0
JOHNSON CTLS INTL PLC SHS G51502105 901,000 8,528 SH SOLE 8,528 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 305,000 42,178 SH SOLE 42,178 0 0
IMMERSION CORP COM 452521107 402,000 51,022 SH SOLE 51,022 0 0
LA Z BOY INC COM 505336107 1,127,000 30,332 SH SOLE 30,332 0 0
ESAB CORPORATION COM 29605J106 676,000 5,610 SH SOLE 5,610 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 631,000 27,426 SH SOLE 27,426 0 0
RIMINI STR INC DEL COM 76674Q107 90,000 23,747 SH SOLE 23,747 0 0
PLYMOUTH INDL REIT INC COM 729640102 176,000 10,933 SH SOLE 10,933 0 0
SFL CORPORATION LTD SHS G7738W106 172,000 20,637 SH SOLE 20,637 0 0
ENPHASE ENERGY INC COM 29355A107 238,000 6,005 SH SOLE 6,005 0 0
1ST SOURCE CORP COM 336901103 1,408,000 22,685 SH SOLE 22,685 0 0
NCR VOYIX CORPORATION COM 62886E108 485,000 41,314 SH SOLE 41,314 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102 810,000 14,010 SH SOLE 14,010 0 0
NRG ENERGY INC COM NEW 629377508 1,638,000 10,200 SH SOLE 10,200 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 1,022,000 33,250 SH SOLE 33,250 0 0
WALKER & DUNLOP INC COM 93148P102 230,000 3,260 SH SOLE 3,260 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 512,000 22,704 SH SOLE 22,704 0 0
ROLLINS INC COM 775711104 1,307,000 23,171 SH SOLE 23,171 0 0
TPG INC COM CL A 872657101 1,407,000 26,821 SH SOLE 26,821 0 0
TERADYNE INC COM 880770102 222,000 2,473 SH SOLE 2,473 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 75,000 21,961 SH SOLE 21,961 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 117,000 28,627 SH SOLE 28,627 0 0
NORTHRIM BANCORP INC COM 666762109 388,000 4,156 SH SOLE 4,156 0 0
PAYONEER GLOBAL INC COM 70451X104 343,000 50,033 SH SOLE 50,033 0 0
AGNC INVT CORP COM 00123Q104 378,000 41,136 SH SOLE 41,136 0 0
RUBRIK INC. CL A 781154109 1,377,000 15,373 SH SOLE 15,373 0 0
BANK AMERICA CORP COM 060505104 993,000 20,984 SH SOLE 20,984 0 0
POPULAR INC COM NEW 733174700 417,000 3,780 SH SOLE 3,780 0 0
GEO GROUP INC NEW COM 36162J106 202,000 8,450 SH SOLE 8,450 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 391,000 5,610 SH SOLE 5,610 0 0
GARRETT MOTION INC COM 366505105 934,000 88,853 SH SOLE 88,853 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 989,000 2,440 SH SOLE 2,440 0 0
GENTEX CORP COM 371901109 285,000 12,946 SH SOLE 12,946 0 0
JAMF HLDG CORP COM 47074L105 539,000 56,714 SH SOLE 56,714 0 0
KIMBALL ELECTRONICS INC COM 49428J109 847,000 44,054 SH SOLE 44,054 0 0
COVENANT LOGISTICS GROUP INC CL A 22284P105 214,000 8,875 SH SOLE 8,875 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101 512,000 43,067 SH SOLE 43,067 0 0
CNX RES CORP COM 12653C108 612,000 18,176 SH SOLE 18,176 0 0
AVANOS MED INC COM 05350V106 600,000 49,032 SH SOLE 49,032 0 0
ANTERO RESOURCES CORP COM 03674X106 1,722,000 42,761 SH SOLE 42,761 0 0
SUNOPTA INC COM 8676EP108 200,000 34,523 SH SOLE 34,523 0 0
SILGAN HLDGS INC COM 827048109 323,000 5,970 SH SOLE 5,970 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 347,000 40,382 SH SOLE 40,382 0 0
STEPSTONE GROUP INC COM CL A 85914M107 1,165,000 20,989 SH SOLE 20,989 0 0
EXTREME NETWORKS COM 30226D106 583,000 32,477 SH SOLE 32,477 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,863,000 23,394 SH SOLE 23,394 0 0
VALERO ENERGY CORP COM 91913Y100 1,605,000 11,941 SH SOLE 11,941 0 0
PC CONNECTION INC COM 69318J100 259,000 3,930 SH SOLE 3,930 0 0
CYTEK BIOSCIENCES INC COM 23285D109 155,000 45,714 SH SOLE 45,714 0 0
THERMON GROUP HLDGS INC COM 88362T103 348,000 12,392 SH SOLE 12,392 0 0
908 DEVICES INC COM 65443P102 132,000 18,537 SH SOLE 18,537 0 0
PAPA JOHNS INTL INC COM 698813102 587,000 11,985 SH SOLE 11,985 0 0
MOTORCAR PTS AMER INC COM 620071100 265,000 23,694 SH SOLE 23,694 0 0
OMNICELL COM COM 68213N109 210,000 7,152 SH SOLE 7,152 0 0
COHU INC COM 192576106 458,000 23,783 SH SOLE 23,783 0 0
COMERICA INC COM 200340107 601,000 10,070 SH SOLE 10,070 0 0
ENTRADA THERAPEUTICS INC COM 29384C108 166,000 24,734 SH SOLE 24,734 0 0
WEX INC COM 96208T104 247,000 1,682 SH SOLE 1,682 0 0
COEUR MNG INC COM NEW 192108504 1,085,000 122,427 SH SOLE 122,427 0 0
FORTUNA MNG CORP COM NEW 349942102 1,721,000 263,225 SH SOLE 263,225 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 268,000 23,364 SH SOLE 23,364 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105 356,000 41,596 SH SOLE 41,596 0 0
P10 INC COM CL A 69376K106 195,000 19,128 SH SOLE 19,128 0 0
NEW GOLD INC CDA COM 644535106 289,000 58,379 SH SOLE 58,379 0 0
CLEARWAY ENERGY INC CL C 18539C204 614,000 19,194 SH SOLE 19,194 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 1,377,000 30,146 SH SOLE 30,146 0 0
COSTAMARE INC SHS Y1771G102 122,000 13,416 SH SOLE 13,416 0 0
DINE BRANDS GLOBAL INC COM 254423106 245,000 10,050 SH SOLE 10,050 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203 1,226,000 21,260 SH SOLE 21,260 0 0
ENERSYS COM 29275Y102 443,000 5,169 SH SOLE 5,169 0 0
BRINKER INTL INC COM 109641100 4,905,000 27,201 SH SOLE 27,201 0 0
NEXTRACKER INC CLASS A COM 65290E101 201,000 3,690 SH SOLE 3,690 0 0
VERISK ANALYTICS INC COM 92345Y106 280,000 900 SH SOLE 900 0 0
TXNM ENERGY INC COM 69349H107 1,216,000 21,587 SH SOLE 21,587 0 0
TJX COS INC NEW COM 872540109 2,364,000 19,145 SH SOLE 19,145 0 0
ENHABIT INC COM 29332G102 717,000 74,364 SH SOLE 74,364 0 0
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108 127,000 30,229 SH SOLE 30,229 0 0
ALPHATEC HLDGS INC COM NEW 02081G201 662,000 59,641 SH SOLE 59,641 0 0
ONEMAIN HLDGS INC COM 68268W103 384,000 6,750 SH SOLE 6,750 0 0
AECOM COM 00766T100 552,000 4,891 SH SOLE 4,891 0 0
ACCURAY INC COM 004397105 154,000 112,072 SH SOLE 112,072 0 0
CONAGRA BRANDS INC COM 205887102 271,000 13,232 SH SOLE 13,232 0 0
LOWES COS INC COM 548661107 3,752,000 16,912 SH SOLE 16,912 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 1,285,000 51,299 SH SOLE 51,299 0 0
ESSENTIAL UTILS INC COM 29670G102 606,000 16,316 SH SOLE 16,316 0 0
VENTAS INC COM 92276F100 558,000 8,839 SH SOLE 8,839 0 0
CLOROX CO DEL COM 189054109 844,000 7,030 SH SOLE 7,030 0 0
NXP SEMICONDUCTORS N V COM N6596X109 343,000 1,571 SH SOLE 1,571 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 296,000 25,468 SH SOLE 25,468 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869 393,000 36,364 SH SOLE 36,364 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,908,000 15,440 SH SOLE 15,440 0 0
NISOURCE INC COM 65473P105 318,000 7,888 SH SOLE 7,888 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,781,000 24,209 SH SOLE 24,209 0 0
ALGOMA STL GROUP INC COM 015658107 172,000 24,940 SH SOLE 24,940 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 250,000 7,150 SH SOLE 7,150 0 0
SEABRIDGE GOLD INC COM 811916105 242,000 16,683 SH SOLE 16,683 0 0
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 913,000 17,798 SH SOLE 17,798 0 0
REVOLUTION MEDICINES INC COM 76155X100 801,000 21,762 SH SOLE 21,762 0 0
US FOODS HLDG CORP COM 912008109 914,000 11,868 SH SOLE 11,868 0 0
PROGRESSIVE CORP COM 743315103 3,253,000 12,190 SH SOLE 12,190 0 0
ATLANTICUS HOLDINGS CORP COM 04914Y102 451,000 8,237 SH SOLE 8,237 0 0
ANI PHARMACEUTICALS INC COM 00182C103 209,000 3,203 SH SOLE 3,203 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 1,526,000 31,157 SH SOLE 31,157 0 0
RAMBUS INC DEL COM 750917106 382,000 5,960 SH SOLE 5,960 0 0
PROCTER AND GAMBLE CO COM 742718109 480,000 3,010 SH SOLE 3,010 0 0
CIRRUS LOGIC INC COM 172755100 1,218,000 11,680 SH SOLE 11,680 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 489,000 60,117 SH SOLE 60,117 0 0
MATRIX SVC CO COM 576853105 293,000 21,649 SH SOLE 21,649 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100 125,000 14,271 SH SOLE 14,271 0 0
SYNAPTICS INC COM 87157D109 632,000 9,750 SH SOLE 9,750 0 0
FASTLY INC CL A 31188V100 227,000 32,178 SH SOLE 32,178 0 0
AVADEL PHARMACEUTICALS PLC COM SHS G29687103 154,000 17,439 SH SOLE 17,439 0 0
FTAI AVIATION LTD SHS G3730V105 1,520,000 13,215 SH SOLE 13,215 0 0
LKQ CORP COM 501889208 1,627,000 43,951 SH SOLE 43,951 0 0
EHEALTH INC COM 28238P109 229,000 52,585 SH SOLE 52,585 0 0
CENTURY ALUM CO COM 156431108 876,000 48,600 SH SOLE 48,600 0 0
XENIA HOTELS & RESORTS INC COM 984017103 761,000 60,600 SH SOLE 60,600 0 0
TOMPKINS FINL CORP COM 890110109 1,134,000 18,072 SH SOLE 18,072 0 0
ANGIODYNAMICS INC COM 03475V101 291,000 29,317 SH SOLE 29,317 0 0
EXPONENT INC COM 30214U102 204,000 2,730 SH SOLE 2,730 0 0