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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 452,955 8,024 SH SOLE 8,024 0 0
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 415,082 38,046 SH SOLE 38,046 0 0
ADOBE INC COM 00724F101 463,554 1,907 SH SOLE 1,907 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 471,000 4,101 SH SOLE 4,101 0 0
AMAZON COM INC COM 023135106 3,040,742 14,600 SH SOLE 14,600 0 0
AMDOCS LTD SHS G02602103 443,964 6,803 SH SOLE 6,803 0 0
AMKOR TECHNOLOGY INC COM 031652100 453,272 10,066 SH SOLE 10,066 0 0
APPLIED MATLS INC COM 038222105 2,905,215 8,500 SH SOLE 8,500 0 0
ARROW ELECTRS INC COM 042735100 431,090 3,006 SH SOLE 3,006 0 0
AT&T INC COM 00206R102 477,523 16,472 SH SOLE 16,472 0 0
AVNET INC COM 053807103 432,264 7,015 SH SOLE 7,015 0 0
BANC OF CALIFORNIA INC COM 05990K106 428,161 24,355 SH SOLE 24,355 0 0
BEACON FINANCIAL CORP. COM 084680107 456,870 15,229 SH SOLE 15,229 0 0
BELDEN INC COM 077454106 424,641 3,698 SH SOLE 3,698 0 0
BOYD GAMING CORP COM 103304101 459,057 5,586 SH SOLE 5,586 0 0
BUCKLE INC COM 118440106 451,729 8,970 SH SOLE 8,970 0 0
CAPITOL FED FINL INC COM 14057J101 420,420 58,965 SH SOLE 58,965 0 0
CARGURUS INC COM CL A 141788109 449,154 13,191 SH SOLE 13,191 0 0
CDW CORP COM 12514G108 432,889 3,577 SH SOLE 3,577 0 0
CIRRUS LOGIC INC COM 172755100 486,791 3,366 SH SOLE 3,366 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 451,659 7,362 SH SOLE 7,362 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 449,024 13,578 SH SOLE 13,578 0 0
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 430,115 20,052 SH SOLE 20,052 0 0
CONNECTONE BANCORP INC COM 20786W107 438,466 16,379 SH SOLE 16,379 0 0
CORPAY INC COM SHS 219948106 445,506 1,531 SH SOLE 1,531 0 0
DANAHER CORP DEL COM 235851102 1,782,240 9,400 SH SOLE 9,400 0 0
DAVITA INC COM 23918K108 461,531 3,003 SH SOLE 3,003 0 0
DELL TECHNOLOGIES INC CL C 24703L202 500,104 3,047 SH SOLE 3,047 0 0
DIEBOLD NIXDORF INC COM SHS 253651202 432,724 5,736 SH SOLE 5,736 0 0
DIODES INC COM 254543101 458,502 6,717 SH SOLE 6,717 0 0
DIREXION SHARES ETF TRUST NASDAQ 100 EQ WT 25459Y207 1,990,306 20,200 SH SOLE 20,200 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 425,420 44,781 SH SOLE 44,781 0 0
EL POLLO LOCO HLDGS INC COM 268603107 408,052 29,441 SH SOLE 29,441 0 0
ENNIS INC COM 293389102 471,668 22,020 SH SOLE 22,020 0 0
EPLUS INC COM 294268107 435,246 5,784 SH SOLE 5,784 0 0
EURONET WORLDWIDE INC COM 298736109 446,073 6,721 SH SOLE 6,721 0 0
EVERQUOTE INC COM CL A 30041R108 435,476 28,241 SH SOLE 28,241 0 0
EVERSOURCE ENERGY COM 30040W108 405,080 5,847 SH SOLE 5,847 0 0
F N B CORP COM 302520101 416,127 24,888 SH SOLE 24,888 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 413,277 8,810 SH SOLE 8,810 0 0
FIRST BUSEY CORP COM NEW 319383204 449,048 17,770 SH SOLE 17,770 0 0
FIRST MERCHANTS CORP COM 320817109 431,413 11,139 SH SOLE 11,139 0 0
FIRST SOLAR INC COM 336433107 449,753 2,280 SH SOLE 2,280 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 437,993 6,691 SH SOLE 6,691 0 0
GEN DIGITAL INC COM 668771108 425,935 22,620 SH SOLE 22,620 0 0
GITLAB INC CLASS A COM 37637K108 1,384,960 64,000 SH SOLE 64,000 0 0
HAVERTY FURNITURE COS INC COM 419596101 406,402 19,188 SH SOLE 19,188 0 0
HOPE BANCORP INC COM 43940T109 409,425 36,654 SH SOLE 36,654 0 0
HP INC COM 40434L105 448,131 23,328 SH SOLE 23,328 0 0
HUMANA INC COM 444859102 474,222 2,735 SH SOLE 2,735 0 0
IBEX LTD SHS NEW G4690M101 452,641 16,877 SH SOLE 16,877 0 0
IDT CORP CL B NEW 448947507 447,399 9,112 SH SOLE 9,112 0 0
INGLES MKTS INC CL A 457030104 442,978 4,928 SH SOLE 4,928 0 0
INGRAM MICRO HLDG CORP COM 457152106 470,489 20,184 SH SOLE 20,184 0 0
INNOVIVA INC COM 45781M101 474,528 20,366 SH SOLE 20,366 0 0
INSTEEL INDS INC COM 45774W108 500,453 14,890 SH SOLE 14,890 0 0
INTEL CORP COM 458140100 2,012,328 45,600 SH SOLE 45,600 0 0
INTERFACE INC COM 458665304 469,194 18,828 SH SOLE 18,828 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 2,005,560 36,000 SH SOLE 36,000 0 0
ISHARES INC MSCI MEXICO ETF 464286822 4,024,805 53,500 SH SOLE 53,500 0 0
ISHARES TR MSCI INDIA ETF 46429B598 2,342,000 50,000 SH SOLE 50,000 0 0
JABIL INC COM 466313103 447,852 1,686 SH SOLE 1,686 0 0
KEARNY FINL CORP MD COM 48716P108 444,816 58,916 SH SOLE 58,916 0 0
KLA CORP COM NEW 482480100 2,296,960 1,560 SH SOLE 1,560 0 0
KORN FERRY COM NEW 500643200 512,602 8,143 SH SOLE 8,143 0 0
LEAR CORP COM NEW 521865204 442,790 3,657 SH SOLE 3,657 0 0
LUMENTUM HLDGS INC COM 55024U109 1,546,072 2,200 SH SOLE 2,200 0 0
MANPOWERGROUP INC WIS COM 56418H100 514,313 17,458 SH SOLE 17,458 0 0
MATCH GROUP INC NEW COM 57667L107 452,635 14,739 SH SOLE 14,739 0 0
MERCADOLIBRE INC COM 58733R102 2,619,465 1,515 SH SOLE 1,515 0 0
META PLATFORMS INC CL A 30303M102 2,910,425 5,087 SH SOLE 5,087 0 0
MICRON TECHNOLOGY INC COM 595112103 366,894 1,086 SH SOLE 1,086 0 0
MKS INC. COM 55306N104 419,863 1,827 SH SOLE 1,827 0 0
MOHAWK INDS INC COM 608190104 424,363 4,310 SH SOLE 4,310 0 0
MOODYS CORP COM 615369105 3,053,750 7,000 SH SOLE 7,000 0 0
NATIONAL FUEL GAS CO COM 636180101 397,263 4,228 SH SOLE 4,228 0 0
NATURAL GROCERS BY VITAMIN COM 63888U108 389,818 15,080 SH SOLE 15,080 0 0
NATURES SUNSHINE PRODS INC COM 639027101 390,461 16,276 SH SOLE 16,276 0 0
NETAPP INC COM 64110D104 462,598 4,518 SH SOLE 4,518 0 0
NEWS CORP NEW CL A 65249B109 460,657 18,478 SH SOLE 18,478 0 0
NVIDIA CORPORATION COM 67066G104 1,900,960 10,900 SH SOLE 10,900 0 0
PAGAYA TECHNOLOGIES LTD CL A NEW M7S64L123 463,227 39,762 SH SOLE 39,762 0 0
PAYPAL HLDGS INC COM 70450Y103 433,982 9,595 SH SOLE 9,595 0 0
PEAPACK-GLADSTONE FINL CORP COM 704699107 463,152 13,154 SH SOLE 13,154 0 0
PERDOCEO ED CORP COM 71363P106 433,943 11,662 SH SOLE 11,662 0 0
PHINIA INC COMMON STOCK 71880K101 443,902 6,486 SH SOLE 6,486 0 0
PLEXUS CORP COM 729132100 431,613 2,131 SH SOLE 2,131 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 378,678 7,176 SH SOLE 7,176 0 0
POST HLDGS INC COM 737446104 416,497 4,213 SH SOLE 4,213 0 0
PROGRESS SOFTWARE CORP COM 743312100 393,343 15,335 SH SOLE 15,335 0 0
PROSPERITY BANCSHARES INC COM 743606105 446,344 6,644 SH SOLE 6,644 0 0
QUALCOMM INC COM 747525103 407,074 3,161 SH SOLE 3,161 0 0
RENASANT CORP COM 75970E107 412,966 11,430 SH SOLE 11,430 0 0
RIGEL PHARMACEUTICALS INC COM 766559702 443,050 16,385 SH SOLE 16,385 0 0
RYDER SYS INC COM 783549108 495,603 2,421 SH SOLE 2,421 0 0
SANFILIPPO JOHN B & SON INC COM 800422107 427,351 5,387 SH SOLE 5,387 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 434,458 18,824 SH SOLE 18,824 0 0
SKYWEST INC COM 830879102 472,190 5,142 SH SOLE 5,142 0 0
TASKUS INC CLASS A COM 87652V109 311,492 46,422 SH SOLE 46,422 0 0
TD SYNNEX CORPORATION COM 87162W100 445,394 2,640 SH SOLE 2,640 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 422,144 2,237 SH SOLE 2,237 0 0
TERADYNE INC COM 880770102 2,638,494 8,900 SH SOLE 8,900 0 0
THE CIGNA GROUP COM 125523100 442,538 1,659 SH SOLE 1,659 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,440,710 7,000 SH SOLE 7,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 428,633 2,395 SH SOLE 2,395 0 0
VALLEY NATL BANCORP COM 919794107 409,342 33,334 SH SOLE 33,334 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5,687,999 75,739 SH SOLE 75,739 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 466,458 9,292 SH SOLE 9,292 0 0
VIEMED HEALTHCARE INC COM 92663R105 439,474 47,717 SH SOLE 47,717 0 0
VISA INC COM CL A 92826C839 4,246,472 14,050 SH SOLE 14,050 0 0
VITAL FARMS INC COM 92847W103 448,705 31,778 SH SOLE 31,778 0 0
VONTIER CORPORATION COM 928881101 437,522 12,335 SH SOLE 12,335 0 0
WARBY PARKER INC CL A COM 93403J106 1,485,435 70,500 SH SOLE 70,500 0 0
WESBANCO INC COM 950810101 439,368 12,739 SH SOLE 12,739 0 0
WEX INC COM 96208T104 454,070 2,967 SH SOLE 2,967 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 483,867 6,019 SH SOLE 6,019 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 464,813 77,728 SH SOLE 77,728 0 0
ZUMIEZ INC COM 989817101 400,077 18,054 SH SOLE 18,054 0 0