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
3D SYS CORP DEL COM NEW 88554D205 2,666,994 1,418,614 SH SOLE 1,418,614 0 0
ADOBE INC COM 00724F101 2,185,289 8,990 SH SOLE 8,990 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,077,815 17,750 SH SOLE 17,750 0 0
ALPHABET INC CAP STK CL A 02079K305 316,316 1,100 SH SOLE 1,100 0 0
ALTRIA GROUP INC COM 02209S103 3,207,972 48,613 SH SOLE 48,613 0 0
AMAZON COM INC COM 023135106 508,179 2,440 SH SOLE 2,440 0 0
AMDOCS LTD SHS G02602103 2,231,892 34,200 SH SOLE 34,200 0 0
AMRIZE LTD SHS H2927K103 15,965,700 285,000 SH SOLE 285,000 0 0
APPLE INC COM 037833100 789,541 3,111 SH SOLE 3,111 0 0
ASGN INC COM 00191U102 1,889,048 48,800 SH SOLE 48,800 0 0
AVANOS MED INC COM 05350V106 11,838,450 845,000 SH SOLE 845,000 0 0
BATH & BODY WORKS INC COM 070830104 1,411,452 75,600 SH SOLE 75,600 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 13,117,500 825,000 SH SOLE 825,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 1,514,069 94,100 SH SOLE 94,100 0 0
BIOGEN INC COM 09062X103 2,804,949 15,300 SH SOLE 15,300 0 0
BLACKBAUD INC COM 09227Q100 1,826,253 47,300 SH SOLE 47,300 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,383,816 30,550 SH SOLE 30,550 0 0
BORGWARNER INC COM 099724106 2,333,180 43,000 SH SOLE 43,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,607,950 43,000 SH SOLE 43,000 0 0
CARS COM INC COM 14575E105 1,330,056 163,800 SH SOLE 163,800 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 2,820,610 113,918 SH SOLE 113,918 0 0
CDW CORP COM 12514G108 2,211,640 18,275 SH SOLE 18,275 0 0
CHUBB LTD SWITZ COM H1467J104 260,744 800 SH SOLE 800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,184,060 35,600 SH SOLE 35,600 0 0
COMCAST CORP NEW CL A 20030N101 1,782,891 62,100 SH SOLE 62,100 0 0
CROCS INC COM 227046109 2,399,278 28,900 SH SOLE 28,900 0 0
DECKERS OUTDOOR CORP COM 243537107 2,151,935 21,500 SH SOLE 21,500 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 294,745 239,630 SH SOLE 239,630 0 0
DISNEY WALT CO COM 254687106 19,276,000 200,000 SH SOLE 200,000 0 0
DORMAN PRODS INC COM 258278100 2,191,560 21,000 SH SOLE 21,000 0 0
DROPBOX INC CL A 26210C104 1,835,776 80,800 SH SOLE 80,800 0 0
DXC TECHNOLOGY CO COM 23355L106 1,634,100 130,000 SH SOLE 130,000 0 0
EA SERIES TRUST EUCLIDEAN FUNDAM 02072L466 76,998,238 2,119,482 SH SOLE 2,119,482 0 0
EMBECTA CORP COMMON STOCK 29082K105 930,065 105,211 SH SOLE 105,211 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,562,879 11,100 SH SOLE 11,100 0 0
EXXON MOBIL CORP COM 30231G102 377,324 2,224 SH SOLE 2,224 0 0
FRONTDOOR INC COM 35905A109 2,008,680 38,000 SH SOLE 38,000 0 0
GILEAD SCIENCES INC COM 375558103 3,626,686 26,022 SH SOLE 26,022 0 0
HALEON PLC SPON ADS 405552100 14,014,000 1,400,000 SH SOLE 1,400,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 2,899,819 44,868 SH SOLE 44,868 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104 2,277,213 81,300 SH SOLE 81,300 0 0
HELEN OF TROY LTD COM G4388N106 493,164 34,200 SH SOLE 34,200 0 0
HP INC COM 40434L105 1,216,377 63,320 SH SOLE 63,320 0 0
INCYTE CORP COM 45337C102 2,353,000 25,000 SH SOLE 25,000 0 0
INDIVIOR PHARMACEUTICALS INC COM 45579U109 2,813,304 92,300 SH SOLE 92,300 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 740,501 3,055 SH SOLE 3,055 0 0
IQVIA HLDGS INC COM 46266C105 16,235,408 95,200 SH SOLE 95,200 0 0
ISHARES TR MSCI EAFE ETF 464287465 230,198 2,370 SH SOLE 2,370 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 1,964,725 381,500 SH SOLE 381,500 0 0
JOHNSON & JOHNSON COM 478160104 1,003,426 4,105 SH SOLE 4,105 0 0
JPMORGAN CHASE & CO COM 46625H100 220,620 750 SH SOLE 750 0 0
KBR INC COM 48242W106 1,935,150 52,500 SH SOLE 52,500 0 0
KORN FERRY COM NEW 500643200 2,316,560 36,800 SH SOLE 36,800 0 0
LANTHEUS HLDGS INC COM 516544103 3,185,700 42,000 SH SOLE 42,000 0 0
MATCH GROUP INC NEW COM 57667L107 2,297,108 74,800 SH SOLE 74,800 0 0
MAXIMUS INC COM 577933104 1,739,546 27,138 SH SOLE 27,138 0 0
MEDTRONIC PLC SHS G5960L103 13,430,750 155,000 SH SOLE 155,000 0 0
MICROSOFT CORP COM 594918104 315,755 853 SH SOLE 853 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 2,101,328 48,800 SH SOLE 48,800 0 0
NETSCOUT SYS INC COM 64115T104 2,826,512 88,912 SH SOLE 88,912 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 2,252,599 12,457 SH SOLE 12,457 0 0
NORTHROP GRUMMAN CORP COM 666807102 208,083 305 SH SOLE 305 0 0
OMNICOM GROUP INC COM 681919106 2,138,804 28,400 SH SOLE 28,400 0 0
ONESPAN INC COM 68287N100 1,863,810 177,000 SH SOLE 177,000 0 0
PEDIATRIX MEDICAL GROUP INC COM 58502B106 2,759,310 129,000 SH SOLE 129,000 0 0
PEPSICO INC COM 713448108 256,228 1,650 SH SOLE 1,650 0 0
PFIZER INC COM 717081103 2,716,740 96,750 SH SOLE 96,750 0 0
PROCTER & GAMBLE CO COM 742718109 830,530 5,750 SH SOLE 5,750 0 0
PVH CORPORATION COM 693656100 1,904,448 27,300 SH SOLE 27,300 0 0
QUALYS INC COM 74758T303 2,108,400 24,000 SH SOLE 24,000 0 0
SCHEIN HENRY INC COM 806407102 589,600 8,000 SH SOLE 8,000 0 0
SHATTUCK LABS INC COM 82024L103 9,488,417 1,475,648 SH SOLE 1,475,648 0 0
SIMPLY GOOD FOODS CO COM 82900L102 1,542,625 107,500 SH SOLE 107,500 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 6,991,600 220,000 SH SOLE 220,000 0 0
SMUCKER J M CO COM NEW 832696405 2,023,986 20,987 SH SOLE 20,987 0 0
SOLVENTUM CORP COM SHS 83444M101 18,937,000 290,000 SH SOLE 290,000 0 0
SONY GROUP CORP SPONSORED ADR 835699307 14,316,120 691,600 SH SOLE 691,600 0 0
SS&C TECH HLDGS COM 78467J100 2,094,670 31,000 SH SOLE 31,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 685,458 1,054 SH SOLE 1,054 0 0
STRATEGIC ED INC COM 86272C103 2,289,696 27,600 SH SOLE 27,600 0 0
TASKUS INC CLASS A COM 87652V109 2,083,455 310,500 SH SOLE 310,500 0 0
TD SYNNEX CORPORATION COM 87162W100 2,918,514 17,299 SH SOLE 17,299 0 0
TERADATA CORP DEL COM 88076W103 2,504,051 97,700 SH SOLE 97,700 0 0
UNILEVER PLC SPON ADR NEW 904767803 17,375,850 305,000 SH SOLE 305,000 0 0
UPBOUND GROUP INC COM 76009N100 2,039,650 113,000 SH SOLE 113,000 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 353,592 1,350 SH SOLE 1,350 0 0
VIATRIS INC COM 92556V106 2,317,857 171,566 SH SOLE 171,566 0 0
VONTIER CORPORATION COM 928881101 2,152,107 60,674 SH SOLE 60,674 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 16,601,000 650,000 SH SOLE 650,000 0 0
WESTERN UN CO COM 959802109 2,147,580 246,000 SH SOLE 246,000 0 0
WEX INC COM 96208T104 2,310,904 15,100 SH SOLE 15,100 0 0
WILEY JOHN & SONS INC CL A 968223206 2,552,700 67,000 SH SOLE 67,000 0 0
WORLD KINECT CORPORATION COM 981475106 2,113,212 91,600 SH SOLE 91,600 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101 871,311 144,736 SH SOLE 144,736 0 0
YELP INC CL A 985817105 1,610,574 65,100 SH SOLE 65,100 0 0
YETI HLDGS INC COM 98585X104 2,166,128 59,200 SH SOLE 59,200 0 0
ZIFF DAVIS INC COM 48123V102 2,924,612 69,700 SH SOLE 69,700 0 0