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
PROFRAC HLDG CORP CLASS A COM 74319N100 580,000 99,797 SH SOLE 99,797 0 0
CDW CORP COM 12514G108 613,000 4,361 SH SOLE 4,361 0 0
EXCELERATE ENERGY INC CL A COM 30069T101 356,000 9,371 SH SOLE 9,371 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 332,000 9,606 SH SOLE 9,606 0 0
SPX TECHNOLOGIES INC COM 78473E103 312,000 1,271 SH SOLE 1,271 0 0
NVIDIA CORPORATION COM 67066G104 1,032,000 5,159 SH SOLE 5,159 0 0
BOWHEAD SPECIALTY HLDGS INC COM SHS 10240L102 320,000 10,702 SH SOLE 10,702 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 1,422,000 18,846 SH SOLE 18,846 0 0
TALOS ENERGY INC COM 87484T108 1,301,000 100,803 SH SOLE 100,803 0 0
GIGACLOUD TECHNOLOGY INC CLASS A ORD G38644103 526,000 16,621 SH SOLE 16,621 0 0
LIFEMD INC COM 53216B104 66,000 15,870 SH SOLE 15,870 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 1,015,000 21,440 SH SOLE 21,440 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 456,000 167,709 SH SOLE 167,709 0 0
ASPEN AEROGELS INC COM 04523Y105 223,000 35,103 SH SOLE 35,103 0 0
METHANEX CORP COM 59151K108 989,000 21,420 SH SOLE 21,420 0 0
IDEX CORP COM 45167R104 844,000 3,717 SH SOLE 3,717 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 961,000 30,483 SH SOLE 30,483 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 360,000 4,341 SH SOLE 4,341 0 0
WOLVERINE WORLD WIDE INC COM 978097103 461,000 27,913 SH SOLE 27,913 0 0
FASTLY INC CL A 31188V100 411,000 22,365 SH SOLE 22,365 0 0
BURLINGTON STORES INC COM 122017106 1,445,000 4,560 SH SOLE 4,560 0 0
BRUNSWICK CORP COM 117043109 599,000 7,110 SH SOLE 7,110 0 0
BIGLARI HLDGS INC COM STK CL B 08986R309 392,000 921 SH SOLE 921 0 0
MARATHON PETE CORP COM 56585A102 1,337,000 5,230 SH SOLE 5,230 0 0
STEEL DYNAMICS INC COM 858119100 302,000 1,318 SH SOLE 1,318 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,119,000 25,412 SH SOLE 25,412 0 0
NORTH AMERN CONSTR GROUP LTD COM 656811106 360,000 27,071 SH SOLE 27,071 0 0
DAKTRONICS INC COM 234264109 384,000 19,635 SH SOLE 19,635 0 0
A-MARK PRECIOUS METALS INC COM 00181T107 256,000 6,159 SH SOLE 6,159 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 994,000 16,077 SH SOLE 16,077 0 0
ZSCALER INC COM 98980G102 251,000 1,776 SH SOLE 1,776 0 0
WALMART INC COM 931142103 1,849,000 16,325 SH SOLE 16,325 0 0
STANTEC INC COM 85472N109 781,000 11,329 SH SOLE 11,329 0 0
NEXGEN ENERGY LTD COM 65340P106 628,000 66,903 SH SOLE 66,903 0 0
FLUENCE ENERGY INC COM CL A 34379V103 462,000 23,261 SH SOLE 23,261 0 0
BABCOCK & WILCOX ENTERPRISES COM 05614L209 234,000 16,578 SH SOLE 16,578 0 0
BEYOND INC COM 690370101 379,000 65,463 SH SOLE 65,463 0 0
GODADDY INC CL A 380237107 534,000 6,293 SH SOLE 6,293 0 0
VISTRA CORP COM 92840M102 1,326,000 8,360 SH SOLE 8,360 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 204,000 7,139 SH SOLE 7,139 0 0
SAVERS VALUE VLG INC COM 80517M109 341,000 33,841 SH SOLE 33,841 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 745,000 3,984 SH SOLE 3,984 0 0
BIT DIGITAL INC SHS G1144A105 20,000 11,080 SH SOLE 11,080 0 0
ATRICURE INC COM 04963C209 644,000 23,016 SH SOLE 23,016 0 0
COLGATE PALMOLIVE CO COM 194162103 263,000 2,867 SH SOLE 2,867 0 0
TENARIS S A SPONSORED ADS 88031M109 549,000 9,890 SH SOLE 9,890 0 0
WORKIVA INC COM CL A 98139A105 917,000 18,913 SH SOLE 18,913 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 284,000 1,312 SH SOLE 1,312 0 0
NEWMARKET CORP COM 651587107 599,000 757 SH SOLE 757 0 0
ADTRAN HOLDINGS INC COM 00486H105 893,000 64,278 SH SOLE 64,278 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 248,000 1,710 SH SOLE 1,710 0 0
PINNACLE WEST CAP CORP COM 723484101 280,000 2,614 SH SOLE 2,614 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 249,000 4,273 SH SOLE 4,273 0 0
DICKS SPORTING GOODS INC COM 253393102 873,000 3,850 SH SOLE 3,850 0 0
ICHOR HOLDINGS SHS G4740B105 1,611,000 14,350 SH SOLE 14,350 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 341,000 69,721 SH SOLE 69,721 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 970,000 4,812 SH SOLE 4,812 0 0
EQUINOX GOLD CORP COM 29446Y502 797,000 82,006 SH SOLE 82,006 0 0
TWFG INC COM CL A 87318A101 683,000 28,404 SH SOLE 28,404 0 0
EPLUS INC COM 294268107 226,000 2,710 SH SOLE 2,710 0 0
CARGURUS INC COM CL A 141788109 379,000 11,113 SH SOLE 11,113 0 0
UPWORK INC COM 91688F104 314,000 37,463 SH SOLE 37,463 0 0
KELLY SVCS INC CL A 488152208 150,000 12,254 SH SOLE 12,254 0 0
LOUISIANA PAC CORP COM 546347105 802,000 10,202 SH SOLE 10,202 0 0
TEEKAY TANKERS LTD CL A G8726X106 285,000 4,401 SH SOLE 4,401 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 516,000 5,956 SH SOLE 5,956 0 0
SIMPSON MFG INC COM 829073105 1,145,000 5,468 SH SOLE 5,468 0 0
FISERV INC COM 337738108 1,285,000 26,201 SH SOLE 26,201 0 0
ENTEGRIS INC COM 29362U104 270,000 1,501 SH SOLE 1,501 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107 495,000 5,701 SH SOLE 5,701 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 270,000 20,978 SH SOLE 20,978 0 0
FLUTTER ENTMT PLC SHS G3643J108 557,000 5,449 SH SOLE 5,449 0 0
AMAZON COM INC COM 023135106 1,603,000 6,724 SH SOLE 6,724 0 0
HEXCEL CORP NEW COM 428291108 347,000 3,464 SH SOLE 3,464 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,475,000 27,470 SH SOLE 27,470 0 0
FORESTAR GROUP INC COM 346232101 554,000 17,515 SH SOLE 17,515 0 0
KOREA ELEC PWR CORP SPONSORED ADR 500631106 537,000 44,370 SH SOLE 44,370 0 0
LOANDEPOT INC COM CL A 53946R106 14,000 11,494 SH SOLE 11,494 0 0
TRUPANION INC COM 898202106 863,000 34,825 SH SOLE 34,825 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,156,000 19,121 SH SOLE 19,121 0 0
KINSALE CAP GROUP INC COM 49714P108 1,307,000 3,964 SH SOLE 3,964 0 0
OPORTUN FINL CORP COM 68376D104 309,000 54,079 SH SOLE 54,079 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,257,000 12,439 SH SOLE 12,439 0 0
WAYFAIR INC CL A 94419L101 1,155,000 12,492 SH SOLE 12,492 0 0
CONSTELLATION BRANDS INC CL A 21036P108 954,000 6,856 SH SOLE 6,856 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 577,000 11,381 SH SOLE 11,381 0 0
WESTLAKE CORPORATION COM 960413102 509,000 6,975 SH SOLE 6,975 0 0
KAYNE ANDERSON BDC INC COM SHS 48662X105 458,000 33,872 SH SOLE 33,872 0 0
EMERSON ELEC CO COM 291011104 2,302,000 16,078 SH SOLE 16,078 0 0
LEMONADE INC COM 52567D107 781,000 12,004 SH SOLE 12,004 0 0
ST JOE CO COM 790148100 353,000 5,640 SH SOLE 5,640 0 0
SONOS INC COM 83570H108 354,000 26,172 SH SOLE 26,172 0 0
WABTEC COM 929740108 252,000 936 SH SOLE 936 0 0
UIPATH INC CL A 90364P105 263,000 24,174 SH SOLE 24,174 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 203,000 5,614 SH SOLE 5,614 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,387,000 3,742 SH SOLE 3,742 0 0
LSB INDS INC COM 502160104 282,000 26,051 SH SOLE 26,051 0 0
LEXEO THERAPEUTICS INC COM 52886X107 152,000 32,651 SH SOLE 32,651 0 0
STONERIDGE INC COM 86183P102 187,000 25,528 SH SOLE 25,528 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 379,000 3,390 SH SOLE 3,390 0 0
INVESCO LTD SHS G491BT108 572,000 21,656 SH SOLE 21,656 0 0
TARGET CORP COM 87612E106 1,281,000 9,807 SH SOLE 9,807 0 0
ELME COMMUNITIES SH BEN INT 939653101 61,000 40,965 SH SOLE 40,965 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,022,000 22,652 SH SOLE 22,652 0 0
ANTERIS TECHNOLOGIES GLOBAL COM 03675P102 173,000 17,600 SH SOLE 17,600 0 0
MARSH & MCLENNAN COS INC COM 571748102 2,182,000 13,092 SH SOLE 13,092 0 0
MATRIX SVC CO COM 576853105 479,000 34,977 SH SOLE 34,977 0 0
WASTE MGMT INC DEL COM 94106L109 1,900,000 8,523 SH SOLE 8,523 0 0
MASTERCARD INCORPORATED CL A 57636Q104 527,000 1,027 SH SOLE 1,027 0 0
EASTMAN CHEM CO COM 277432100 912,000 13,623 SH SOLE 13,623 0 0
HECLA MNG CO COM 422704106 264,000 17,133 SH SOLE 17,133 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 224,000 2,070 SH SOLE 2,070 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 2,848,000 197,109 SH SOLE 197,109 0 0
ATI INC COM 01741R102 1,800,000 9,130 SH SOLE 9,130 0 0
EPR PPTYS COM SH BEN INT 26884U109 421,000 7,257 SH SOLE 7,257 0 0
UNIVERSAL CORP VA COM 913456109 719,000 13,779 SH SOLE 13,779 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209 347,000 34,996 SH SOLE 34,996 0 0
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 140,000 11,104 SH SOLE 11,104 0 0
ENNIS INC COM 293389102 254,000 11,920 SH SOLE 11,920 0 0
TALEN ENERGY CORP COM 87422Q109 752,000 1,956 SH SOLE 1,956 0 0
ALPHATEC HLDGS INC COM NEW 02081G201 194,000 22,429 SH SOLE 22,429 0 0
HEALTHCARE RLTY TR CL A COM 42226K105 570,000 28,282 SH SOLE 28,282 0 0
ORMAT TECHNOLOGIES INC COM 686688102 592,000 5,440 SH SOLE 5,440 0 0
SMART SAND INC COM 83191H107 170,000 34,029 SH SOLE 34,029 0 0
COMMSCOPE HLDG CO INC COM 20337X109 360,000 28,167 SH SOLE 28,167 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102 319,000 9,680 SH SOLE 9,680 0 0
EQUIFAX INC COM 294429105 1,368,000 8,620 SH SOLE 8,620 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,591,000 31,552 SH SOLE 31,552 0 0
MIDDLESEX WTR CO COM 596680108 245,000 4,361 SH SOLE 4,361 0 0
MICROSOFT CORP COM 594918104 966,000 2,589 SH SOLE 2,589 0 0
THE CIGNA GROUP COM 125523100 1,953,000 7,086 SH SOLE 7,086 0 0
MEDTRONIC PLC SHS G5960L103 1,126,000 14,395 SH SOLE 14,395 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 664,000 5,334 SH SOLE 5,334 0 0
MATCH GROUP INC NEW COM 57667L107 1,051,000 27,628 SH SOLE 27,628 0 0
INTUIT COM 461202103 2,545,000 9,752 SH SOLE 9,752 0 0
ANALOG DEVICES INC COM 032654105 1,295,000 3,261 SH SOLE 3,261 0 0
GARTNER INC COM 366651107 925,000 7,139 SH SOLE 7,139 0 0
G III APPAREL GROUP LTD COM 36237H101 270,000 8,002 SH SOLE 8,002 0 0
HELEN OF TROY LTD COM G4388N106 200,000 6,879 SH SOLE 6,879 0 0
KODIAK GAS SVCS INC COM 50012A108 204,000 2,721 SH SOLE 2,721 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 1,188,000 4,080 SH SOLE 4,080 0 0
3M CO COM 88579Y101 357,000 2,204 SH SOLE 2,204 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 568,000 8,270 SH SOLE 8,270 0 0
GRAIL INC COM 384747101 210,000 3,070 SH SOLE 3,070 0 0
EVERQUOTE INC COM CL A 30041R108 551,000 23,170 SH SOLE 23,170 0 0
CME GROUP INC COM 12572Q105 1,318,000 5,970 SH SOLE 5,970 0 0
M/I HOMES INC COM 55305B101 588,000 3,660 SH SOLE 3,660 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,083,000 27,965 SH SOLE 27,965 0 0
INSULET CORP COM 45784P101 474,000 3,113 SH SOLE 3,113 0 0
CARS COM INC COM 14575E105 159,000 14,543 SH SOLE 14,543 0 0
MSC INDL DIRECT INC CL A 553530106 903,000 7,590 SH SOLE 7,590 0 0
NETAPP INC COM 64110D104 2,111,000 13,638 SH SOLE 13,638 0 0
TECHTARGET INC COM NEW 87874R308 156,000 43,360 SH SOLE 43,360 0 0
RB GLOBAL INC COM 74935Q107 445,000 3,820 SH SOLE 3,820 0 0
SSR MINING IN COM 784730103 421,000 14,875 SH SOLE 14,875 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,018,000 17,640 SH SOLE 17,640 0 0
SAMSARA INC COM CL A 79589L106 220,000 6,775 SH SOLE 6,775 0 0
FEDEX CORP COM 31428X106 1,883,000 6,013 SH SOLE 6,013 0 0
SLR INVESTMENT CORP COM 83413U100 631,000 51,015 SH SOLE 51,015 0 0
FORTIVE CORP COM 34959J108 525,000 8,600 SH SOLE 8,600 0 0
FIDELIS INSURANCE HOLDINGS L COM G3398L118 403,000 16,546 SH SOLE 16,546 0 0
UNIVERSAL INS HLDGS INC COM 91359V107 372,000 8,991 SH SOLE 8,991 0 0
MYRIAD GENETICS INC COM 62855J104 84,000 14,782 SH SOLE 14,782 0 0
TFI INTL INC COM 87241L109 501,000 3,490 SH SOLE 3,490 0 0
WORKDAY INC CL A 98138H101 610,000 4,986 SH SOLE 4,986 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 378,000 3,110 SH SOLE 3,110 0 0
SI-BONE INC COM 825704109 191,000 11,709 SH SOLE 11,709 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 91,000 17,630 SH SOLE 17,630 0 0
TEUCRIUM COMMODITY TR CORN FD SHS 88166A102 303,000 18,079 SH SOLE 18,079 0 0
ISHARES INC MSCI AUST ETF 464286103 273,000 9,700 SH SOLE 9,700 0 0
ISHARES INC MSCI STH KOR ETF 464286772 646,000 3,200 SH SOLE 3,200 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,606,000 4,589 SH SOLE 4,589 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 138,000 23,718 SH SOLE 23,718 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,364,000 18,593 SH SOLE 18,593 0 0
CASELLA WASTE SYS INC CL A 147448104 202,000 2,080 SH SOLE 2,080 0 0
SOUTHERN COPPER CORP COM 84265V105 338,000 1,940 SH SOLE 1,940 0 0
MEDIAALPHA INC CL A 58450V104 338,000 26,868 SH SOLE 26,868 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,693,000 11,709 SH SOLE 11,709 0 0
DAVE INC CLASS A COM NEW 23834J201 970,000 2,603 SH SOLE 2,603 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 445,000 22,937 SH SOLE 22,937 0 0
HYSTER-YALE INC CL A 449172105 292,000 8,316 SH SOLE 8,316 0 0
GOLD ROYALTY CORP COMMON SHARES 38071H106 125,000 45,193 SH SOLE 45,193 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 77,000 16,533 SH SOLE 16,533 0 0
CARECLOUD INC COM 14167R100 34,000 15,832 SH SOLE 15,832 0 0
LITHIA MTRS INC COM 536797103 323,000 1,111 SH SOLE 1,111 0 0
KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109 214,000 3,349 SH SOLE 3,349 0 0
SCHWAB CHARLES CORP COM 808513105 2,071,000 22,443 SH SOLE 22,443 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 276,000 5,460 SH SOLE 5,460 0 0
CANADIAN IMPERIAL BK COMM COM 136069101 739,000 6,430 SH SOLE 6,430 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201 485,000 13,697 SH SOLE 13,697 0 0
CELESTICA INC COM 15101Q207 1,243,000 3,408 SH SOLE 3,408 0 0
ROOT INC CL A NEW 77664L207 397,000 7,096 SH SOLE 7,096 0 0
ULTA BEAUTY INC COM 90384S303 1,078,000 2,391 SH SOLE 2,391 0 0
POWERFLEET INC COM 73931J109 213,000 55,689 SH SOLE 55,689 0 0
TREACE MED CONCEPTS INC COM 89455T109 96,000 24,099 SH SOLE 24,099 0 0
DAKOTA GOLD CORP COM 46655E100 186,000 43,472 SH SOLE 43,472 0 0
PENTAIR PLC SHS G7S00T104 378,000 4,937 SH SOLE 4,937 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 581,000 3,050 SH SOLE 3,050 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 518,000 8,985 SH SOLE 8,985 0 0
ARBUTUS BIOPHARMA CORP COM 03879J100 75,000 15,604 SH SOLE 15,604 0 0
BOISE CASCADE CO DEL COM 09739D100 958,000 12,336 SH SOLE 12,336 0 0
LOEWS CORP COM 540424108 636,000 5,620 SH SOLE 5,620 0 0
GLOBUS MED INC CL A 379577208 300,000 3,803 SH SOLE 3,803 0 0
GATX CORP COM 361448103 577,000 3,261 SH SOLE 3,261 0 0
CTO RLTY GROWTH INC NEW COM 22948Q101 504,000 23,431 SH SOLE 23,431 0 0
STANDARD MTR PRODS INC COM 853666105 419,000 10,764 SH SOLE 10,764 0 0
UNITED STS LIME & MINERALS I COM 911922102 412,000 3,940 SH SOLE 3,940 0 0
VISTEON CORP COM NEW 92839U206 1,911,000 19,259 SH SOLE 19,259 0 0
GERON CORP COM 374163103 33,000 26,142 SH SOLE 26,142 0 0
HURON CONSULTING GROUP INC COM 447462102 205,000 2,273 SH SOLE 2,273 0 0
ENBRIDGE INC COM 29250N105 333,000 6,141 SH SOLE 6,141 0 0
ARQ INC COM 00770C101 47,000 18,579 SH SOLE 18,579 0 0
IAC INC COM NEW 44891N208 252,000 5,468 SH SOLE 5,468 0 0
PENNANTPARK INVT CORP COM 708062104 211,000 60,723 SH SOLE 60,723 0 0
AT&T INC COM 00206R102 1,011,000 48,826 SH SOLE 48,826 0 0
ORLA MNG LTD NEW COM 68634K106 196,000 20,023 SH SOLE 20,023 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 748,000 3,150 SH SOLE 3,150 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,423,000 8,701 SH SOLE 8,701 0 0
WORTHINGTON STL INC COM SHS 982104101 773,000 23,039 SH SOLE 23,039 0 0
FIRSTENERGY CORP COM 337932107 1,685,000 35,439 SH SOLE 35,439 0 0
ELLINGTON FINANCIAL INC COM 28852N109 618,000 45,460 SH SOLE 45,460 0 0
CISCO SYS INC COM 17275R102 974,000 8,289 SH SOLE 8,289 0 0
BARNES & NOBLE ED INC COM NEW 06777U200 589,000 46,898 SH SOLE 46,898 0 0
VALMONT INDS INC COM 920253101 468,000 811 SH SOLE 811 0 0
IAMGOLD CORP COM 450913108 1,298,000 81,960 SH SOLE 81,960 0 0
FOSSIL GROUP INC COM 34988V106 326,000 78,790 SH SOLE 78,790 0 0
SONIDA SENIOR LIVING INC COM 140475203 245,000 6,000 SH SOLE 6,000 0 0
MERCURY GENL CORP NEW COM 589400100 895,000 8,390 SH SOLE 8,390 0 0
CAMDEN PPTY TR SH BEN INT 133131102 556,000 4,852 SH SOLE 4,852 0 0
AVIENT CORPORATION COM 05368V106 473,000 12,786 SH SOLE 12,786 0 0
ENACT HLDGS INC COM 29249E109 347,000 7,583 SH SOLE 7,583 0 0
EXP WORLD HLDGS INC COM 30212W100 570,000 105,186 SH SOLE 105,186 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 1,235,000 10,801 SH SOLE 10,801 0 0
J & J SNACK FOODS CORP COM 466032109 1,100,000 14,974 SH SOLE 14,974 0 0
CENTRAL & EASTERN EUROPE FD COM 153436100 289,000 14,083 SH SOLE 14,083 0 0
SPDR GOLD TR GOLD SHS 78463V107 327,000 889 SH SOLE 889 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 587,000 31,906 SH SOLE 31,906 0 0
AUTODESK INC COM 052769106 1,013,000 5,211 SH SOLE 5,211 0 0
PINTEREST INC CL A 72352L106 273,000 12,982 SH SOLE 12,982 0 0
MBIA INC COM 55262C100 72,000 11,005 SH SOLE 11,005 0 0
B & G FOODS INC NEW COM 05508R106 139,000 34,957 SH SOLE 34,957 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 1,229,000 46,090 SH SOLE 46,090 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 298,000 6,402 SH SOLE 6,402 0 0
GEN DIGITAL INC COM 668771108 2,640,000 106,068 SH SOLE 106,068 0 0
ADT INC DEL COM 00090Q103 708,000 108,886 SH SOLE 108,886 0 0
MURPHY USA INC COM 626755102 2,104,000 3,904 SH SOLE 3,904 0 0
LAMB WESTON HLDGS INC COM 513272104 839,000 19,427 SH SOLE 19,427 0 0
SAGIMET BIOSCIENCES INC COM SER A 786700104 331,000 42,770 SH SOLE 42,770 0 0
MUELLER INDS INC COM 624756102 1,302,000 10,592 SH SOLE 10,592 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 331,000 13,271 SH SOLE 13,271 0 0
GENUINE PARTS CO COM 372460105 619,000 5,249 SH SOLE 5,249 0 0
QUANEX BLDG PRODS CORP COM 747619104 862,000 46,304 SH SOLE 46,304 0 0
SALESFORCE INC COM 79466L302 634,000 4,044 SH SOLE 4,044 0 0
CORPAY INC COM SHS 219948106 1,295,000 3,887 SH SOLE 3,887 0 0
AMERICAN PUB ED INC COM 02913V103 669,000 12,450 SH SOLE 12,450 0 0
MARKEL GROUP INC COM 570535104 727,000 372 SH SOLE 372 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,539,000 20,625 SH SOLE 20,625 0 0
ALPHABET INC CAP STK CL C 02079K107 385,000 1,090 SH SOLE 1,090 0 0
SPIRE INC COM 84857L101 984,000 12,606 SH SOLE 12,606 0 0
EVERGY INC COM 30034W106 787,000 9,111 SH SOLE 9,111 0 0
PATTERSON-UTI ENERGY INC COM 703481101 1,025,000 111,676 SH SOLE 111,676 0 0
KLAVIYO INC COM SER A 49845K101 1,011,000 66,966 SH SOLE 66,966 0 0
TYSON FOODS INC CL A 902494103 416,000 7,273 SH SOLE 7,273 0 0
ONEOK INC NEW COM 682680103 212,000 2,443 SH SOLE 2,443 0 0
PHREESIA INC COM 71944F106 308,000 29,933 SH SOLE 29,933 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 1,734,000 4,315 SH SOLE 4,315 0 0
PAN AMERN SILVER CORP COM 697900108 1,861,000 41,557 SH SOLE 41,557 0 0
ORGANON & CO COMMON STOCK 68622V106 221,000 16,304 SH SOLE 16,304 0 0
KROGER CO COM 501044101 2,171,000 39,101 SH SOLE 39,101 0 0
DYNEX CAP INC COM 26817Q886 1,179,000 89,899 SH SOLE 89,899 0 0
CADIZ INC COM NEW 127537207 143,000 34,272 SH SOLE 34,272 0 0
RXO INC COMMON STOCK 74982T103 389,000 14,117 SH SOLE 14,117 0 0
ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106 306,000 47,348 SH SOLE 47,348 0 0
LEONARDO DRS INC COM 52661A108 563,000 13,199 SH SOLE 13,199 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 734,000 9,066 SH SOLE 9,066 0 0
OXFORD INDS INC COM 691497309 425,000 12,180 SH SOLE 12,180 0 0
UNUM GROUP COM 91529Y106 282,000 3,157 SH SOLE 3,157 0 0
ORTHOFIX MED INC COM 68752M108 225,000 24,619 SH SOLE 24,619 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,435,000 15,175 SH SOLE 15,175 0 0
HF SINCLAIR CORP COM 403949100 865,000 12,419 SH SOLE 12,419 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 257,000 16,286 SH SOLE 16,286 0 0
NEWS CORP NEW CL A 65249B109 820,000 33,018 SH SOLE 33,018 0 0
AMER SPORTS INC COM SHS G0260P102 1,419,000 41,943 SH SOLE 41,943 0 0
COMMERCIAL VEH GROUP INC COM 202608105 174,000 37,689 SH SOLE 37,689 0 0
SMURFIT WESTROCK PLC SHS G8267P108 480,000 10,371 SH SOLE 10,371 0 0
BLOCK H & R INC COM 093671105 1,174,000 30,839 SH SOLE 30,839 0 0
TELOS CORP MD COM 87969B101 52,000 11,267 SH SOLE 11,267 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 599,000 6,863 SH SOLE 6,863 0 0
SCHMID GROUP N.V. EURO SHS CL A N68722102 98,000 15,625 SH SOLE 15,625 0 0
BOOKING HOLDINGS INC COM 09857L108 1,368,000 7,676 SH SOLE 7,676 0 0
DENTSPLY SIRONA INC COM 24906P109 223,000 21,020 SH SOLE 21,020 0 0
CATERPILLAR INC COM 149123101 313,000 294 SH SOLE 294 0 0
DNOW INC COM 67011P100 537,000 41,377 SH SOLE 41,377 0 0
IDT CORP CL B NEW 448947507 490,000 8,420 SH SOLE 8,420 0 0
GRIFFON CORP COM 398433102 1,006,000 10,313 SH SOLE 10,313 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 251,000 13,849 SH SOLE 13,849 0 0
CANADIAN NAT RES LTD COM 136385101 312,000 7,904 SH SOLE 7,904 0 0
QUANTERIX CORP COM 74766Q101 90,000 20,816 SH SOLE 20,816 0 0
BUNGE GLOBAL SA COM SHS H11356104 1,179,000 11,049 SH SOLE 11,049 0 0
MICRON TECHNOLOGY INC COM 595112103 858,000 743 SH SOLE 743 0 0
ELEVANCE HEALTH INC COM 036752103 820,000 2,120 SH SOLE 2,120 0 0
MOVADO GROUP INC COM 624580106 372,000 9,441 SH SOLE 9,441 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,583,000 35,798 SH SOLE 35,798 0 0
STAGWELL INC COM CL A 85256A109 117,000 15,750 SH SOLE 15,750 0 0
LENDINGTREE INC NEW COM 52603B107 937,000 21,150 SH SOLE 21,150 0 0
NASDAQ INC COM 631103108 359,000 4,561 SH SOLE 4,561 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 210,000 5,699 SH SOLE 5,699 0 0
ATKORE INC COM 047649108 228,000 3,000 SH SOLE 3,000 0 0
NATIONAL PRESTO INDS INC COM 637215104 658,000 5,265 SH SOLE 5,265 0 0
OPTICAL CABLE CORP COM NEW 683827208 325,000 15,490 SH SOLE 15,490 0 0
CALIX INC COM 13100M509 430,000 11,530 SH SOLE 11,530 0 0
ACM RESH INC COM CL A 00108J109 467,000 3,680 SH SOLE 3,680 0 0
BLUE BIRD CORP COM 095306106 762,000 9,650 SH SOLE 9,650 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 877,000 12,870 SH SOLE 12,870 0 0
SHELL PLC SPON ADS 780259305 444,000 5,722 SH SOLE 5,722 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 494,000 33,030 SH SOLE 33,030 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,642,000 11,040 SH SOLE 11,040 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 293,000 14,729 SH SOLE 14,729 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104 324,000 12,183 SH SOLE 12,183 0 0
ENOVIS CORPORATION COM 194014502 455,000 21,964 SH SOLE 21,964 0 0
CONOCOPHILLIPS COM 20825C104 1,781,000 17,133 SH SOLE 17,133 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 320,000 8,643 SH SOLE 8,643 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 335,000 1,874 SH SOLE 1,874 0 0
METLIFE INC COM 59156R108 629,000 7,430 SH SOLE 7,430 0 0
CONSTELLIUM SE CL A SHS F21107101 1,049,000 32,913 SH SOLE 32,913 0 0
CALEDONIA MNG CORP PLC SHS NEW G1757E113 337,000 17,620 SH SOLE 17,620 0 0
CENTENE CORP DEL COM 15135B101 1,210,000 18,843 SH SOLE 18,843 0 0
RPM INTL INC COM 749685103 1,153,000 10,373 SH SOLE 10,373 0 0
CACTUS INC CL A 127203107 633,000 12,352 SH SOLE 12,352 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 255,000 86,936 SH SOLE 86,936 0 0
GUARDANT HEALTH INC COM 40131M109 619,000 4,129 SH SOLE 4,129 0 0
STANDARDAERO INC COM 85423L103 390,000 13,041 SH SOLE 13,041 0 0
SAP SE SPON ADR 803054204 284,000 1,840 SH SOLE 1,840 0 0
PRA GROUP INC COM 69354N106 756,000 39,811 SH SOLE 39,811 0 0
GALIANO GOLD INC COM 36352H100 51,000 27,172 SH SOLE 27,172 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 280,000 38,361 SH SOLE 38,361 0 0
HYATT HOTELS CORP COM CL A 448579102 401,000 2,068 SH SOLE 2,068 0 0
LADDER CAP CORP CL A 505743104 314,000 31,539 SH SOLE 31,539 0 0
NEWMONT CORP COM 651639106 1,176,000 12,585 SH SOLE 12,585 0 0
NEWMARK GROUP INC CL A 65158N102 241,000 15,950 SH SOLE 15,950 0 0
MANULIFE FINL CORP COM 56501R106 433,000 10,678 SH SOLE 10,678 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 712,000 11,260 SH SOLE 11,260 0 0
VONTIER CORPORATION COM 928881101 589,000 20,312 SH SOLE 20,312 0 0
TRINITY CAP INC COM 896442308 307,000 17,173 SH SOLE 17,173 0 0
ALLY FINL INC COM 02005N100 523,000 11,383 SH SOLE 11,383 0 0
CERIBELL INC COM 15678C102 485,000 24,934 SH SOLE 24,934 0 0
EVOLUTION PETE CORP COM 30049A107 61,000 16,541 SH SOLE 16,541 0 0
SEMTECH CORP COM 816850101 481,000 2,972 SH SOLE 2,972 0 0
I3 VERTICALS INC COM CL A 46571Y107 205,000 9,598 SH SOLE 9,598 0 0
CBIZ INC COM 124805102 777,000 24,235 SH SOLE 24,235 0 0
EXELON CORP COM 30161N101 2,041,000 43,775 SH SOLE 43,775 0 0
CRH PLC ORD G25508105 978,000 9,140 SH SOLE 9,140 0 0
AGNICO EAGLE MINES LTD COM 008474108 397,000 2,560 SH SOLE 2,560 0 0
CAREDX INC COM 14167L103 200,000 7,031 SH SOLE 7,031 0 0
COSTAR GROUP INC COM 22160N109 670,000 23,651 SH SOLE 23,651 0 0
WESCO INTL INC COM 95082P105 1,820,000 5,270 SH SOLE 5,270 0 0
LENSAR INC COM 52634L108 309,000 54,166 SH SOLE 54,166 0 0
DHI GROUP INC COM 23331S100 45,000 12,136 SH SOLE 12,136 0 0
SANMINA CORPORATION COM 801056102 2,212,000 8,740 SH SOLE 8,740 0 0
METALLA RTY & STREAMING LTD COM NEW 59124U605 128,000 16,830 SH SOLE 16,830 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 352,000 30,918 SH SOLE 30,918 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,281,000 16,842 SH SOLE 16,842 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,287,000 6,921 SH SOLE 6,921 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101 66,000 34,732 SH SOLE 34,732 0 0
UBS GROUP AG SHS H42097107 350,000 7,054 SH SOLE 7,054 0 0
KURA SUSHI USA INC CL A COM 501270102 212,000 3,693 SH SOLE 3,693 0 0
ROGERS CORP COM 775133101 952,000 5,812 SH SOLE 5,812 0 0
RINGCENTRAL INC CL A 76680R206 383,000 9,818 SH SOLE 9,818 0 0
MISTRAS GROUP INC COM 60649T107 343,000 19,651 SH SOLE 19,651 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107 614,000 35,292 SH SOLE 35,292 0 0
AERCAP HOLDINGS NV SHS N00985106 201,000 1,376 SH SOLE 1,376 0 0
XCEL ENERGY INC COM 98389B100 2,013,000 25,062 SH SOLE 25,062 0 0
AMTECH SYS INC COM PAR $0.01N 032332504 493,000 21,380 SH SOLE 21,380 0 0
ARROW ELECTRS INC COM 042735100 2,319,000 10,868 SH SOLE 10,868 0 0
VERISIGN INC COM 92343E102 2,231,000 8,869 SH SOLE 8,869 0 0
ACUITY BRANDS INC COM 00508Y102 253,000 673 SH SOLE 673 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 309,000 38,663 SH SOLE 38,663 0 0
SPRINKLR INC CL A 85208T107 820,000 158,862 SH SOLE 158,862 0 0
MODINE MFG CO COM 607828100 938,000 3,511 SH SOLE 3,511 0 0
OGE ENERGY CORP COM 670837103 1,292,000 26,542 SH SOLE 26,542 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 866,000 9,491 SH SOLE 9,491 0 0
CARETRUST REIT INC COM 14174T107 291,000 7,223 SH SOLE 7,223 0 0
SUN CMNTYS INC COM 866674104 587,000 4,892 SH SOLE 4,892 0 0
POST HLDGS INC COM 737446104 1,251,000 14,175 SH SOLE 14,175 0 0
FERROVIAL SE ORD SHS N3168P101 228,000 3,320 SH SOLE 3,320 0 0
VTEX SHS CL A G9470A102 70,000 17,609 SH SOLE 17,609 0 0
SHOPIFY INC CL A 82509L107 910,000 7,972 SH SOLE 7,972 0 0
BATH & BODY WORKS INC COM 070830104 1,600,000 69,185 SH SOLE 69,185 0 0
AURORA INNOVATION INC CLASS A COM 051774107 171,000 25,118 SH SOLE 25,118 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 288,000 3,536 SH SOLE 3,536 0 0
NATURAL GAS SVCS GROUP INC COM 63886Q109 689,000 15,978 SH SOLE 15,978 0 0
CODEXIS INC COM 192005106 74,000 33,000 SH SOLE 33,000 0 0
FORTUNA MNG CORP COM NEW 349942102 420,000 49,691 SH SOLE 49,691 0 0
ENOVA INTL INC COM 29357K103 916,000 3,806 SH SOLE 3,806 0 0
AVISTA CORP COM 05379B107 922,000 22,526 SH SOLE 22,526 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 710,000 14,885 SH SOLE 14,885 0 0
HALEON PLC SPON ADS 405552100 143,000 15,339 SH SOLE 15,339 0 0
DISNEY WALT CO COM 254687106 1,255,000 13,035 SH SOLE 13,035 0 0
AMENTUM HOLDINGS INC COM 023939101 1,582,000 76,540 SH SOLE 76,540 0 0
WP CAREY INC COM 92936U109 635,000 8,881 SH SOLE 8,881 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 406,000 13,760 SH SOLE 13,760 0 0
MAGNERA CORP COM SHS 55939A107 340,000 28,942 SH SOLE 28,942 0 0
MKS INSTRS INC COM 55306N104 1,157,000 2,602 SH SOLE 2,602 0 0
RELX PLC SPONSORED ADR 759530108 698,000 22,018 SH SOLE 22,018 0 0
CURTISS WRIGHT CORP COM 231561101 974,000 1,286 SH SOLE 1,286 0 0
INVESCO MORTGAGE CAPITAL INC COM 46131B704 127,000 16,095 SH SOLE 16,095 0 0
SEI INVTS CO COM 784117103 1,018,000 11,609 SH SOLE 11,609 0 0
LGI HOMES INC COM 50187T106 744,000 11,690 SH SOLE 11,690 0 0
BORGWARNER INC COM 099724106 1,455,000 21,911 SH SOLE 21,911 0 0
C4 THERAPEUTICS INC COM STK 12529R107 153,000 32,828 SH SOLE 32,828 0 0
TEXAS INSTRS INC COM 882508104 1,685,000 5,654 SH SOLE 5,654 0 0
CSX CORP COM 126408103 202,000 4,257 SH SOLE 4,257 0 0
ACCO BRANDS CORP COM 00081T108 272,000 65,308 SH SOLE 65,308 0 0
PAYLOCITY HLDG CORP COM 70438V106 990,000 9,474 SH SOLE 9,474 0 0
NOVANTA INC COM 67000B104 1,290,000 7,949 SH SOLE 7,949 0 0
PLEXUS CORP COM 729132100 784,000 2,608 SH SOLE 2,608 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107 126,000 24,203 SH SOLE 24,203 0 0
FRONTLINE PLC COM M46528101 498,000 14,311 SH SOLE 14,311 0 0
MATADOR RES CO COM 576485205 408,000 8,204 SH SOLE 8,204 0 0
ISHARES TR CORE S&P SCP ETF 464287804 460,000 3,100 SH SOLE 3,100 0 0
RLJ LODGING TR COM 74965L101 440,000 37,135 SH SOLE 37,135 0 0
LAS VEGAS SANDS CORP COM 517834107 445,000 9,638 SH SOLE 9,638 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 298,000 7,163 SH SOLE 7,163 0 0
PEGASYSTEMS INC COM 705573103 291,000 9,712 SH SOLE 9,712 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 66,000 14,213 SH SOLE 14,213 0 0
MANITOWOC CO INC COM NEW 563571405 225,000 16,170 SH SOLE 16,170 0 0
INNOVATIVE SOLUTIONS & SUPPO COM 45769N105 220,000 12,217 SH SOLE 12,217 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,672,000 4,205 SH SOLE 4,205 0 0
NORTHWEST NAT HLDG CO COM 66765N105 1,058,000 21,559 SH SOLE 21,559 0 0
PERRIGO CO PLC SHS G97822103 985,000 94,819 SH SOLE 94,819 0 0
EVEREST GROUP LTD COM G3223R108 434,000 1,215 SH SOLE 1,215 0 0
ARVINAS INC COM 04335A105 228,000 27,450 SH SOLE 27,450 0 0
SILICON LABORATORIES INC COM 826919102 1,418,000 6,490 SH SOLE 6,490 0 0
ARMOUR RESIDENTIAL REIT INC COM SHS 042315705 226,000 12,944 SH SOLE 12,944 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 138,000 27,076 SH SOLE 27,076 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 999,000 11,533 SH SOLE 11,533 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 671,000 10,814 SH SOLE 10,814 0 0
CHIMERA INVT CORP COM SHS 16934Q802 227,000 16,999 SH SOLE 16,999 0 0
RXSIGHT INC COM 78349D107 263,000 54,554 SH SOLE 54,554 0 0
POWELL INDS INC COM 739128106 836,000 2,920 SH SOLE 2,920 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 762,000 62,557 SH SOLE 62,557 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,265,000 24,640 SH SOLE 24,640 0 0
MESA LABS INC COM 59064R109 291,000 2,921 SH SOLE 2,921 0 0
AZENTA INC COM 114340102 488,000 19,121 SH SOLE 19,121 0 0
DYCOM INDS INC COM 267475101 677,000 1,340 SH SOLE 1,340 0 0
COCA COLA CONS INC COM 191098102 514,000 2,690 SH SOLE 2,690 0 0
ROSS STORES INC COM 778296103 2,255,000 10,594 SH SOLE 10,594 0 0
STURM RUGER & CO INC COM 864159108 341,000 9,017 SH SOLE 9,017 0 0
REGIONAL MGMT CORP COM 75902K106 278,000 6,745 SH SOLE 6,745 0 0
CRA INTL INC COM 12618T105 517,000 3,636 SH SOLE 3,636 0 0
LIBERTY ENERGY INC COM CL A 53115L104 887,000 33,856 SH SOLE 33,856 0 0
GOGO INC COM 38046C109 241,000 77,726 SH SOLE 77,726 0 0
MALIBU BOATS INC COM CL A 56117J100 649,000 23,675 SH SOLE 23,675 0 0
AVERY DENNISON CORP COM 053611109 423,000 2,606 SH SOLE 2,606 0 0
TORO CO COM 891092108 1,189,000 12,209 SH SOLE 12,209 0 0
DELEK US HLDGS INC NEW COM 24665A103 431,000 8,480 SH SOLE 8,480 0 0
EVGO INC CL A COM 30052F100 44,000 23,228 SH SOLE 23,228 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,348,000 10,652 SH SOLE 10,652 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 246,000 24,863 SH SOLE 24,863 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109 43,000 18,726 SH SOLE 18,726 0 0
ICON PLC SHS G4705A100 605,000 3,480 SH SOLE 3,480 0 0
PACCAR INC COM 693718108 287,000 2,386 SH SOLE 2,386 0 0
INGREDION INC COM 457187102 2,212,000 23,358 SH SOLE 23,358 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 806,000 3,600 SH SOLE 3,600 0 0
BROOKDALE SR LIVING INC COM 112463104 667,000 41,459 SH SOLE 41,459 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 604,000 19,888 SH SOLE 19,888 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,243,000 7,371 SH SOLE 7,371 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,654,000 23,102 SH SOLE 23,102 0 0
CLEAN HARBORS INC COM 184496107 232,000 776 SH SOLE 776 0 0
UNITEDHEALTH GROUP INC COM 91324P102 582,000 1,400 SH SOLE 1,400 0 0
CROWN CASTLE INC COM 22822V101 837,000 11,055 SH SOLE 11,055 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 196,000 10,531 SH SOLE 10,531 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109 102,000 15,177 SH SOLE 15,177 0 0
PALOMAR HLDGS INC COM 69753M105 527,000 4,172 SH SOLE 4,172 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 203,000 9,519 SH SOLE 9,519 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 271,000 8,060 SH SOLE 8,060 0 0
HERITAGE INSURANCE HLDGS INC COM 42727J102 410,000 15,711 SH SOLE 15,711 0 0
TEMPUS AI INC CL A 88023B103 488,000 8,430 SH SOLE 8,430 0 0
SIRIUSPOINT LTD COM G8192H106 235,000 9,800 SH SOLE 9,800 0 0
CENTURI HOLDINGS INC COM SHS 155923105 1,310,000 43,320 SH SOLE 43,320 0 0
B2GOLD CORP COM 11777Q209 392,000 104,770 SH SOLE 104,770 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 294,000 17,334 SH SOLE 17,334 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 123,000 31,741 SH SOLE 31,741 0 0
SOLUNA HOLDINGS INC COM NEW 583543301 19,000 14,269 SH SOLE 14,269 0 0
ALARM COM HLDGS INC COM 011642105 373,000 7,990 SH SOLE 7,990 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,449,000 15,732 SH SOLE 15,732 0 0
SILVERCORP METALS INC COM 82835P103 199,000 19,705 SH SOLE 19,705 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 396,000 791 SH SOLE 791 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108 853,000 35,290 SH SOLE 35,290 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 72,000 13,521 SH SOLE 13,521 0 0
RIBBON COMMUNICATIONS INC COM 762544104 245,000 104,862 SH SOLE 104,862 0 0
CORNING INC COM 219350105 410,000 1,605 SH SOLE 1,605 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 333,000 1,540 SH SOLE 1,540 0 0
AMKOR TECHNOLOGY INC COM 031652100 203,000 2,350 SH SOLE 2,350 0 0
CONSOLIDATED WATER CO INC ORD G23773107 517,000 17,532 SH SOLE 17,532 0 0
PEPSICO INC COM 713448108 2,229,000 16,465 SH SOLE 16,465 0 0
AFLAC INC COM 001055102 1,476,000 12,590 SH SOLE 12,590 0 0
GENERAL DYNAMICS CORP COM 369550108 608,000 1,715 SH SOLE 1,715 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 271,000 800 SH SOLE 800 0 0
AMN HEALTHCARE SVCS INC COM 001744101 547,000 16,895 SH SOLE 16,895 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869 279,000 20,357 SH SOLE 20,357 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 539,000 4,556 SH SOLE 4,556 0 0
KIRBY CORP COM 497266106 905,000 6,659 SH SOLE 6,659 0 0
FULLER H B CO COM 359694106 509,000 8,734 SH SOLE 8,734 0 0
COMMERCIAL METALS CO COM 201723103 1,917,000 30,556 SH SOLE 30,556 0 0
MILLERKNOLL INC COM 600544100 259,000 12,655 SH SOLE 12,655 0 0
D R HORTON INC COM 23331A109 859,000 5,273 SH SOLE 5,273 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 331,000 15,792 SH SOLE 15,792 0 0
MUELLER WTR PRODS INC COM SER A 624758108 545,000 21,108 SH SOLE 21,108 0 0
ZILLOW GROUP INC CL A 98954M101 213,000 6,810 SH SOLE 6,810 0 0
NETSCOUT SYS INC COM 64115T104 268,000 6,157 SH SOLE 6,157 0 0
NLIGHT INC COM 65487K100 914,000 13,121 SH SOLE 13,121 0 0
ZOETIS INC CL A 98978V103 602,000 8,371 SH SOLE 8,371 0 0
GENERAL MTRS CO COM 37045V100 793,000 10,296 SH SOLE 10,296 0 0
DIANA SHIPPING INC COM Y2066G104 42,000 20,223 SH SOLE 20,223 0 0
AMPLIFY ENERGY CORP NEW COM 03212B103 243,000 61,150 SH SOLE 61,150 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,033,000 1,104 SH SOLE 1,104 0 0
MDU RES GROUP INC COM 552690109 912,000 43,008 SH SOLE 43,008 0 0
AMERICAN EXPRESS CO COM 025816109 260,000 768 SH SOLE 768 0 0
ASTEC INDS INC COM 046224101 357,000 5,841 SH SOLE 5,841 0 0
BJS RESTAURANTS INC COM 09180C106 212,000 3,491 SH SOLE 3,491 0 0
WEC ENERGY GROUP INC COM 92939U106 456,000 3,904 SH SOLE 3,904 0 0
LINDE PLC SHS G54950103 516,000 994 SH SOLE 994 0 0
UNDER ARMOUR INC CL C 904311206 382,000 61,428 SH SOLE 61,428 0 0
REMITLY GLOBAL INC COM 75960P104 850,000 37,945 SH SOLE 37,945 0 0
DOVER CORP COM 260003108 572,000 2,550 SH SOLE 2,550 0 0
COGNEX CORP COM 192422103 671,000 9,269 SH SOLE 9,269 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,788,000 29,466 SH SOLE 29,466 0 0
ELECTRONIC ARTS INC COM 285512109 14,467,000 70,558 SH SOLE 70,558 0 0
VIZSLA SILVER CORP COM NEW 92859G608 70,000 21,105 SH SOLE 21,105 0 0
SMITH & WESSON BRANDS INC COM 831754106 298,000 19,791 SH SOLE 19,791 0 0
RPC INC COM 749660106 218,000 37,422 SH SOLE 37,422 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 297,000 27,727 SH SOLE 27,727 0 0
HNI CORP COM 404251100 435,000 10,753 SH SOLE 10,753 0 0
SMUCKER J M CO COM NEW 832696405 343,000 3,051 SH SOLE 3,051 0 0
RESOURCES CONNECTION INC COM 76122Q105 65,000 15,240 SH SOLE 15,240 0 0
ADVANCED ENERGY INDS COM 007973100 1,281,000 3,436 SH SOLE 3,436 0 0
APTARGROUP INC COM 038336103 703,000 5,614 SH SOLE 5,614 0 0
DARDEN RESTAURANTS INC COM 237194105 931,000 4,519 SH SOLE 4,519 0 0
WARRIOR MET COAL INC COM 93627C101 795,000 9,790 SH SOLE 9,790 0 0
MINERALS TECHNOLOGIES INC COM 603158106 221,000 2,993 SH SOLE 2,993 0 0
HAMILTON LANE INC CL A 407497106 300,000 3,810 SH SOLE 3,810 0 0
THOR INDS INC COM 885160101 1,190,000 15,827 SH SOLE 15,827 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 1,338,000 32,940 SH SOLE 32,940 0 0
KINDER MORGAN INC DEL COM 49456B101 2,361,000 73,852 SH SOLE 73,852 0 0
LABCORP HOLDINGS INC COM SHS 504922105 265,000 948 SH SOLE 948 0 0
BALLARD PWR SYS INC NEW COM 058586108 85,000 21,746 SH SOLE 21,746 0 0
SUNCOKE ENERGY INC COM 86722A103 265,000 32,950 SH SOLE 32,950 0 0
SOUTH BOW CORP COM 83671M105 335,000 9,483 SH SOLE 9,483 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 897,000 23,082 SH SOLE 23,082 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 391,000 5,609 SH SOLE 5,609 0 0
BRUKER CORP COM 116794108 209,000 3,466 SH SOLE 3,466 0 0
FIVE BELOW INC COM 33829M101 3,494,000 19,436 SH SOLE 19,436 0 0
CONSTELLATION ENERGY CORP COM 21037T109 421,000 1,696 SH SOLE 1,696 0 0
QUALCOMM INC COM 747525103 460,000 2,491 SH SOLE 2,491 0 0
JOHNSON CTLS INTL PLC SHS G51502105 2,005,000 13,724 SH SOLE 13,724 0 0
GRACO INC COM 384109104 693,000 9,164 SH SOLE 9,164 0 0
3-D SYS CORP DEL COM NEW 88554D205 136,000 45,306 SH SOLE 45,306 0 0
ENDEAVOUR SILVER CORP COM 29258Y103 239,000 28,880 SH SOLE 28,880 0 0
W & T OFFSHORE INC COM 92922P106 99,000 31,348 SH SOLE 31,348 0 0
SFL CORPORATION LTD SHS G7738W106 158,000 15,517 SH SOLE 15,517 0 0
CLARIVATE PLC ORD SHS G21810109 73,000 33,808 SH SOLE 33,808 0 0
SUPER GROUP SGHC LIMITED ORD SHS G8588X103 777,000 57,377 SH SOLE 57,377 0 0
LITTELFUSE INC COM 537008104 1,136,000 2,496 SH SOLE 2,496 0 0
TITAN INTL INC ILL COM 88830M102 564,000 73,199 SH SOLE 73,199 0 0
SUNRUN INC COM 86771W105 678,000 50,654 SH SOLE 50,654 0 0
ROLLINS INC COM 775711104 1,626,000 38,964 SH SOLE 38,964 0 0
TERADYNE INC COM 880770102 296,000 612 SH SOLE 612 0 0
VIAVI SOLUTIONS INC COM 925550105 1,115,000 23,341 SH SOLE 23,341 0 0
LEGACY HOUSING CORP COM 52472M101 202,000 7,674 SH SOLE 7,674 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 33,000 15,866 SH SOLE 15,866 0 0
PERSONALIS INC COM 71535D106 514,000 38,394 SH SOLE 38,394 0 0
AGNC INVT CORP COM 00123Q104 1,059,000 97,199 SH SOLE 97,199 0 0
RUBRIK INC. CL A 781154109 1,306,000 16,266 SH SOLE 16,266 0 0
GEO GROUP INC NEW COM 36162J106 1,528,000 51,725 SH SOLE 51,725 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 727,000 3,840 SH SOLE 3,840 0 0
GENTEX CORP COM 371901109 645,000 25,521 SH SOLE 25,521 0 0
EMCOR GROUP INC COM 29084Q100 704,000 848 SH SOLE 848 0 0
STATE STR CORP COM 857477103 1,760,000 10,380 SH SOLE 10,380 0 0
TC ENERGY CORP COM 87807B107 268,000 4,040 SH SOLE 4,040 0 0
KIMBALL ELECTRONICS INC COM 49428J109 507,000 19,803 SH SOLE 19,803 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 414,000 42,176 SH SOLE 42,176 0 0
OSI SYSTEMS INC COM 671044105 1,005,000 4,596 SH SOLE 4,596 0 0
BLOOMIN BRANDS INC COM 094235108 720,000 78,743 SH SOLE 78,743 0 0
INTELLICHECK INC COM NEW 45817G201 66,000 16,103 SH SOLE 16,103 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 68,000 14,351 SH SOLE 14,351 0 0
RYERSON HLDG CORP COM 783754104 232,000 9,429 SH SOLE 9,429 0 0
OLD REP INTL CORP COM 680223104 476,000 11,639 SH SOLE 11,639 0 0
HERC HLDGS INC COM 42704L104 1,294,000 9,025 SH SOLE 9,025 0 0
OMNICELL COM COM 68213N109 1,072,000 25,830 SH SOLE 25,830 0 0
LPL FINL HLDGS INC COM 50212V100 211,000 748 SH SOLE 748 0 0
COEUR MNG INC COM NEW 192108504 782,000 47,905 SH SOLE 47,905 0 0
ATN INTL INC COM 00215F107 262,000 9,883 SH SOLE 9,883 0 0
RYDER SYS INC COM 783549108 657,000 2,490 SH SOLE 2,490 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 248,000 6,906 SH SOLE 6,906 0 0
MCKESSON CORP COM 58155Q103 1,127,000 1,491 SH SOLE 1,491 0 0
COMPASS DIVERSIFIED SH BEN INT 20451Q104 240,000 22,554 SH SOLE 22,554 0 0
CLEARWAY ENERGY INC CL C 18539C204 254,000 7,439 SH SOLE 7,439 0 0
ENERSYS COM 29275Y102 1,762,000 7,537 SH SOLE 7,537 0 0
CINEMARK HLDGS INC COM 17243V102 2,300,000 72,490 SH SOLE 72,490 0 0
BRINKER INTL INC COM 109641100 868,000 5,168 SH SOLE 5,168 0 0
GENWORTH FINL INC COM SHS 37247D106 588,000 62,081 SH SOLE 62,081 0 0
TXNM ENERGY INC COM 69349H107 4,060,000 71,498 SH SOLE 71,498 0 0
BAKER HUGHES COMPANY CL A 05722G100 907,000 16,351 SH SOLE 16,351 0 0
AECOM COM 00766T100 842,000 12,070 SH SOLE 12,070 0 0
ECOVYST INC COM 27923Q109 215,000 17,283 SH SOLE 17,283 0 0
BLOCK INC CL A 852234103 1,400,000 18,418 SH SOLE 18,418 0 0
DESCARTES SYS GROUP INC COM 249906108 577,000 8,340 SH SOLE 8,340 0 0
VERTICAL AEROSPACE LTD SHS NEW G9471C206 18,000 10,139 SH SOLE 10,139 0 0
LOWES COS INC COM 548661107 278,000 1,259 SH SOLE 1,259 0 0
STONEX GROUP INC COM 861896108 1,361,000 11,488 SH SOLE 11,488 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 406,000 30,667 SH SOLE 30,667 0 0
NXP SEMICONDUCTORS N V COM N6596X109 824,000 2,933 SH SOLE 2,933 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 234,000 3,295 SH SOLE 3,295 0 0
LEAR CORP COM NEW 521865204 444,000 3,314 SH SOLE 3,314 0 0
AMPCO-PITTSBURG CORP COM 032037103 263,000 30,373 SH SOLE 30,373 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 1,193,000 11,656 SH SOLE 11,656 0 0
PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 648,000 15,570 SH SOLE 15,570 0 0
METALLUS INC COM 887399103 398,000 21,307 SH SOLE 21,307 0 0
MASTERBRAND INC COMMON STOCK 57638P104 542,000 52,721 SH SOLE 52,721 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 1,184,000 104,698 SH SOLE 104,698 0 0
ATLANTICUS HOLDINGS CORP COM 04914Y102 288,000 2,812 SH SOLE 2,812 0 0
HAWKINS INC COM 420261109 506,000 3,560 SH SOLE 3,560 0 0
PROCTER AND GAMBLE CO COM 742718109 2,396,000 16,334 SH SOLE 16,334 0 0
CIRRUS LOGIC INC COM 172755100 1,959,000 13,190 SH SOLE 13,190 0 0
BOWMAN CONSULTING GROUP LTD COM 103002101 395,000 13,530 SH SOLE 13,530 0 0
FLOWERS FOODS INC COM 343498101 134,000 16,958 SH SOLE 16,958 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 80,000 23,398 SH SOLE 23,398 0 0
TEXTRON INC COM 883203101 791,000 8,619 SH SOLE 8,619 0 0
CENTURY ALUM CO COM 156431108 495,000 10,760 SH SOLE 10,760 0 0
AFFIRM HLDGS INC COM CL A 00827B106 737,000 9,040 SH SOLE 9,040 0 0
SJW GROUP COM 784305104 413,000 6,801 SH SOLE 6,801 0 0