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 2,387,257 50,708 SH SOLE 0 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5,764,422 46,374 SH SOLE 0 0 0
ADMA BIOLOGICS INC COM 000899104 3,536,005 422,958 SH SOLE 0 0 0
AGNICO EAGLE MINES LTD COM 008474108 9,833,553 63,411 SH SOLE 0 0 0
AIRBNB INC COM CL A 009066101 19,993,108 139,870 SH SOLE 0 0 0
ALCOA CORP COM 013872106 4,834,868 92,830 SH SOLE 0 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 121,289,347 1,265,069 SH SOLE 0 0 0
AMAZON COM INC COM 023135106 197,388,950 829,118 SH SOLE 0 0 0
AMDOCS LTD SHS G02602103 5,862,344 116,121 SH SOLE 0 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 3,789,317 46,895 SH SOLE 0 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 3,127,779 38,000 SH SOLE 0 0 0
ANI PHARMACEUTICALS INC COM 00182C103 5,740,759 69,426 SH SOLE 0 0 0
ANTERO MIDSTREAM CORP COM 03676B102 8,726,851 384,010 SH SOLE 0 0 0
APTIV PLC COM SHS G3265R107 4,101,645 66,896 SH SOLE 0 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 7,394,309 96,890 SH SOLE 0 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,023,645 127,142 SH SOLE 0 0 0
ARIS MNG CORP COM 04040Y109 23,908,258 1,605,529 SH SOLE 0 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 2,416,811 15,082 SH SOLE 0 0 0
ARROW ELECTRS INC COM 042735100 249,417 1,170 SH SOLE 0 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 4,215,174 122,211 SH SOLE 0 0 0
AURA MINERALS INC SHS NEW G06973112 3,432,846 54,596 SH SOLE 0 0 0
AUTOLIV INC COM 052800109 15,898,483 137,005 SH SOLE 0 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,588,942 11,573 SH SOLE 0 0 0
AVNET INC COM 053807103 5,850,172 65,939 SH SOLE 0 0 0
BANK AMERICA CORP COM 060505104 74,230,830 1,304,202 SH SOLE 0 0 0
BARRICK GOLD CORP COM 06849F108 15,841,733 431,774 SH SOLE 0 0 0
BCE INC COM NEW 05534B760 7,093,223 329,790 SH SOLE 0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 36,482,877 72,990 SH SOLE 0 0 0
BEST BUY INC COM 086516101 4,321,648 57,016 SH SOLE 0 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 261,026 2,996 SH SOLE 0 0 0
BOISE CASCADE CO DEL COM 09739D100 2,795,814 36,054 SH SOLE 0 0 0
BOOKING HOLDINGS INC COM 09857L108 38,456,802 215,996 SH SOLE 0 0 0
BOOT BARN HLDGS INC COM 099406100 2,178,794 13,278 SH SOLE 0 0 0
BOYD GAMING CORP COM 103304101 1,488,234 16,867 SH SOLE 0 0 0
BP PLC SPONSORED ADR 055622104 59,975,939 1,624,940 SH SOLE 0 0 0
BRINKER INTL INC COM 109641100 2,896,344 17,259 SH SOLE 0 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 3,605,559 84,750 SH SOLE 0 0 0
BROWN FORMAN CORP CL B 115637209 51,428,246 1,931,956 SH SOLE 0 0 0
BUCKLE INC COM 118440106 2,159,544 51,230 SH SOLE 0 0 0
CANADIAN NATL RY CO COM 136375102 7,179,033 60,250 SH SOLE 0 0 0
CANADIAN NAT RES LTD MED TER COM 136385101 5,402,181 136,720 SH SOLE 0 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 33,425,242 386,182 SH SOLE 0 0 0
CARMAX INC COM 143130102 2,742,520 51,910 SH SOLE 0 0 0
CENTERRA GOLD INC COM 152006102 7,984,360 504,233 SH SOLE 0 0 0
CENTURY ALUM CO COM 156431108 2,274,731 49,494 SH SOLE 0 0 0
CHAMPION HOMES INC COM 830830105 266,800 3,031 SH SOLE 0 0 0
SCHWAB CHARLES CORP COM 808513105 33,035,083 358,432 SH SOLE 0 0 0
CHEESECAKE FACTORY INC COM 163072101 1,723,417 21,691 SH SOLE 0 0 0
CHEVRON CORP NEW COM 166764100 2,814,841 17,000 SH SOLE 0 0 0
CHEWY INC CL A 16679L109 2,628,418 133,908 SH SOLE 0 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 327,334 9,638 SH SOLE 0 0 0
CHOICE HOTELS INTL INC COM 169905106 2,755,831 25,019 SH SOLE 0 0 0
CHURCHILL DOWNS INC COM 171484108 2,288,785 25,561 SH SOLE 0 0 0
COEUR MNG INC COM NEW 192108504 19,053,129 1,168,748 SH SOLE 0 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,518,409 142,641 SH SOLE 0 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 72,868,865 499,000 SH SOLE 0 0 0
COMMERCIAL METALS CO COM 201723103 4,820,791 76,911 SH SOLE 0 0 0
COOPER COS INC COM 216648501 19,239,619 268,591 SH SOLE 0 0 0
COPA HOLDINGS SA CL A P31076105 8,115,266 52,227 SH SOLE 0 0 0
CORE & MAIN INC CL A 21874C102 2,446,976 50,770 SH SOLE 0 0 0
D R HORTON INC COM 23331A109 256,581 1,577 SH SOLE 0 0 0
DARDEN RESTAURANTS INC COM 237194105 1,805,969 8,776 SH SOLE 0 0 0
DAVE INC CLASS A COM NEW 23834J201 3,791,428 10,187 SH SOLE 0 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,076,908 171,460 SH SOLE 0 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 188,979 11,445 SH SOLE 0 0 0
DILLARDS INC CL A 254067101 1,358,667 2,574 SH SOLE 0 0 0
DOLLAR GEN CORP COM 256677105 2,889,554 25,130 SH SOLE 0 0 0
DOMINOS PIZZA INC COM 25754A201 2,382,293 8,056 SH SOLE 0 0 0
DORMAN PRODS INC COM 258278100 5,038,773 36,968 SH SOLE 0 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 6,752,292 623,608 SH SOLE 0 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 7,276,260 49,640 SH SOLE 0 0 0
DYNATRACE INC COM NEW 268150109 9,275,749 211,477 SH SOLE 0 0 0
EAGLE MATLS INC COM 26969P108 29,662,176 131,978 SH SOLE 0 0 0
EASTMAN CHEM CO COM 277432100 6,085,885 90,960 SH SOLE 0 0 0
ELDORADO GOLD CORP NEW COM 284902509 20,932,668 674,029 SH SOLE 0 0 0
ELECTRONIC ARTS INC COM 285512109 2,625,331 12,818 SH SOLE 0 0 0
EPR PPTYS COM SH BEN INT 26884U109 362,224 6,251 SH SOLE 0 0 0
EQUINOX GOLD CORP COM 29446Y502 46,049,395 4,736,428 SH SOLE 0 0 0
EXPAND ENERGY CORPORATION COM 165167735 38,307,137 420,557 SH SOLE 0 0 0
EXXON MOBIL CORP COM 30231G102 42,907,632 314,224 SH SOLE 0 0 0
FEDERATED HERMES INC CL B 314211103 6,158,688 111,652 SH SOLE 0 0 0
FIRST SOLAR INC COM 336433107 4,351,052 18,461 SH SOLE 0 0 0
FIVE BELOW INC COM 33829M101 2,248,332 12,519 SH SOLE 0 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 73,257,578 1,235,490 SH SOLE 0 0 0
FLUOR CORP COM 343412102 19,658,222 375,643 SH SOLE 0 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,022,082 8,000 SH SOLE 0 0 0
FORTINET INC COM 34959E109 7,987,739 52,054 SH SOLE 0 0 0
FOX CORP CL A COM 35137L105 5,885,655 112,972 SH SOLE 0 0 0
FRANCO NEV CORP COM 351858105 837,013 4,020 SH SOLE 0 0 0
FRANKLIN RESOURCES INC COM 354613101 4,264,675 128,324 SH SOLE 0 0 0
FRONTLINE PLC COM M46528101 2,987,708 85,969 SH SOLE 0 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 46,426,618 5,724,180 SH SOLE 0 0 0
GALIANO GOLD INC COM 36352H100 24,245,208 12,994,532 SH SOLE 0 0 0
GARTNER INC COM 366651107 6,057,013 46,780 SH SOLE 0 0 0
GE AEROSPACE COM NEW 369604301 15,828,128 42,402 SH SOLE 0 0 0
GEN DIGITAL INC COM 668771108 5,680,779 228,498 SH SOLE 0 0 0
GENPACT LIMITED SHS G3922B107 6,949,679 252,992 SH SOLE 0 0 0
GIGACLOUD TECHNOLOGY INC CLASS A ORD G38644103 1,544,150 48,921 SH SOLE 0 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 6,732,135 200,640 SH SOLE 0 0 0
GOLDMINING INC COM 38149E101 362,286 401,996 SH SOLE 0 0 0
HAPPEN INC COM NEW 52603A208 6,175,654 298,095 SH SOLE 0 0 0
HF SINCLAIR CORP COM 403949100 2,862,716 41,146 SH SOLE 0 0 0
INCYTE CORP COM 45337C102 5,921,267 52,291 SH SOLE 0 0 0
INFOSYS LTD SPONSORED ADR 456788108 5,718,045 545,691 SH SOLE 0 0 0
INTEGRA RES CORP COM 45826T509 9,832,795 4,433,503 SH SOLE 0 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 18,065,814 228,297 SH SOLE 0 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 3,115,968 40,730 SH SOLE 0 0 0
INTUIT COM 461202103 7,387,559 28,336 SH SOLE 0 0 0
INVESCO LTD SHS G491BT108 3,232,800 122,638 SH SOLE 0 0 0
ISHARES TR MSCI CHINA A 46434V514 4,381,707 114,530 SH SOLE 0 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 5,038,974 97,099 SH SOLE 0 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5,913,394 24,567 SH SOLE 0 0 0
JD.COM INC SPON ADS CL A 47215P106 39,124,582 1,537,181 SH SOLE 0 0 0
JPMORGAN CHASE & CO COM 46625H100 2,288,807 7,000 SH SOLE 0 0 0
KB HOME COM 48666K109 297,353 4,756 SH SOLE 0 0 0
KINROSS GOLD CORP COM 496902404 20,646,858 874,179 SH SOLE 0 0 0
KROGER COM 501044101 1,917,187 34,563 SH SOLE 0 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 52,696,062 338,207 SH SOLE 0 0 0
LEAR CORP COM NEW 521865204 4,507,674 33,663 SH SOLE 0 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 2,124,787 52,084 SH SOLE 0 0 0
M/I HOMES INC COM 55305B101 7,357,582 45,809 SH SOLE 0 0 0
M & T BK CORP COM 55261F104 951,000 4,000 SH SOLE 0 0 0
MAGNUM ICE CREAM CO NV ORD SHS N5505D105 18,825,159 1,082,605 SH SOLE 0 0 0
MARKEL GROUP INC COM 570535104 821,319 421 SH SOLE 0 0 0
MATADOR RES CO COM 576485205 3,147,178 63,290 SH SOLE 0 0 0
MAXIMUS INC COM 577933104 5,366,463 99,933 SH SOLE 0 0 0
MICROSOFT CORP COM 594918104 169,486,097 454,873 SH SOLE 0 0 0
MOHAWK INDS INC COM 608190104 1,965,823 16,220 SH SOLE 0 0 0
NETEASE COM INC SPONSORED ADS 64110W102 62,452,868 487,913 SH SOLE 0 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 5,814,903 34,541 SH SOLE 0 0 0
NEWMONT CORP COM 651639106 15,261,961 163,583 SH SOLE 0 0 0
NOVAGOLD RES INC COM NEW 66987E206 615,192 103,160 SH SOLE 0 0 0
OCEANAGOLD CORP COM NEW 675222400 16,714,988 667,801 SH SOLE 0 0 0
OKEANIS ECO TANKERS COR SHS Y64177101 2,960,275 59,137 SH SOLE 0 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 2,608,300 33,964 SH SOLE 0 0 0
OSISKO DEVELOPMENT CORP COM NEW 68828E809 6,367,339 2,591,180 SH SOLE 0 0 0
OVINTIV INC COM 69047Q102 3,577,656 68,026 SH SOLE 0 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 109,340 12,095 SH SOLE 0 0 0
PAN AMERN SILVER CORP COM 697900108 2,717,796 60,745 SH SOLE 0 0 0
PAYCHEX INC COM 704326107 10,073,740 102,561 SH SOLE 0 0 0
PAYCOM SOFTWARE INC COM 70432V102 10,948,453 87,209 SH SOLE 0 0 0
PAYLOCITY HLDG CORP COM 70438V106 2,483,634 23,786 SH SOLE 0 0 0
PERDOCEO ED CORP COM 71363P106 3,916,804 122,534 SH SOLE 0 0 0
PFIZER INC COM 717081103 27,083,384 1,126,006 SH SOLE 0 0 0
PHILIP MORRIS INTL INC COM 718172109 12,660,874 70,063 SH SOLE 0 0 0
PINNACLE WEST CAP CORP COM 723484101 6,966,641 65,180 SH SOLE 0 0 0
PNC FINL SVCS GROUP INC COM 693475105 35,780,752 145,485 SH SOLE 0 0 0
RED ROCK RESORTS INC CL A 75700L108 10,064,055 154,858 SH SOLE 0 0 0
ROYAL GOLD INC COM 780287108 8,892,880 44,600 SH SOLE 0 0 0
S&P GLOBAL INC COM 78409V104 38,143,110 93,768 SH SOLE 0 0 0
SALESFORCE INC COM 79466L302 4,472,764 28,582 SH SOLE 0 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 5,585,716 50,646 SH SOLE 0 0 0
SCORPIO TANKERS INC SHS Y7542C130 2,662,974 38,491 SH SOLE 0 0 0
SIGNET JEWELERS LIMITED SHS G81276100 31,022,035 360,278 SH SOLE 0 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 318,855 2,790 SH SOLE 0 0 0
SKEENA RES LTD NEW COM 83056P715 7,554,828 283,866 SH SOLE 0 0 0
SKYWEST COM 830879102 3,344,161 33,704 SH SOLE 0 0 0
SLB LIMITED COM STK 806857108 62,298,723 1,341,534 SH SOLE 0 0 0
SMURFIT WESTROCK PLC SHS G8267P108 112,695,934 2,438,889 SH SOLE 0 0 0
SOLVENTUM CORP COM SHS 83444M101 59,838,399 776,468 SH SOLE 0 0 0
SOUTH BOW CORP COM 83671M105 6,328,286 179,920 SH SOLE 0 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,455,041 29,058 SH SOLE 0 0 0
SS&C TECH HLDGS COM 78467J100 7,253,282 117,022 SH SOLE 0 0 0
SSR MINING IN COM 784730103 16,472,618 583,120 SH SOLE 0 0 0
STRATEGIC ED INC COM 86272C103 5,698,236 74,454 SH SOLE 0 0 0
SUNCOR ENERGY INC NEW COM 867224107 54,237,446 1,009,746 SH SOLE 0 0 0
PRICE T ROWE GROUP INC COM 74144T108 5,935,947 52,270 SH SOLE 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,681,595 3,525 SH SOLE 0 0 0
TARGET CORP COM 87612E106 2,823,834 21,644 SH SOLE 0 0 0
TC ENERGY CORP COM 87807B107 6,599,745 99,810 SH SOLE 0 0 0
TD SYNNEX CORPORATION COM 87162W100 1,427,905 5,347 SH SOLE 0 0 0
TOLL BROTHERS INC COM 889478103 276,807 1,682 SH SOLE 0 0 0
TOTALENERGIES SE ACT F92124100 36,898,470 474,930 SH SOLE 0 0 0
THE TRADE DESK INC COM CL A 88339J105 2,416,244 133,788 SH SOLE 0 0 0
TRAVEL PLUS LEISURE CO COM 894164102 6,375,086 83,502 SH SOLE 0 0 0
TRIP COM GROUP LTD ADS 89677Q107 42,784,562 1,075,096 SH SOLE 0 0 0
ULTA BEAUTY INC COM 90384S303 2,441,641 5,420 SH SOLE 0 0 0
UNION PAC CORP COM 907818108 38,041,885 140,019 SH SOLE 0 0 0
URBAN OUTFITTERS INC COM 917047102 2,039,883 28,819 SH SOLE 0 0 0
VENTURE GLOBAL INC COM CL A 92333F101 19,889,073 1,789,003 SH SOLE 0 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 33,024,860 518,201 SH SOLE 0 0 0
VIZSLA SILVER CORP COM NEW 92859G608 1,639,765 499,777 SH SOLE 0 0 0
DISNEY WALT CO COM 254687106 20,364,573 211,815 SH SOLE 0 0 0
WARBY PARKER INC CL A COM 93403J106 3,185,372 105,104 SH SOLE 0 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 24,511,598 920,507 SH SOLE 0 0 0
WELLS FARGO CO NEW COM 949746101 412,749 5,000 SH SOLE 0 0 0
WISE GROUP PLC ORD SHS CLASS A G9723Y105 16,963,419 1,415,047 SH SOLE 0 0 0