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
PRIMORIS SERVICE COM 74164F103 1,311,754 13,234 SH SOLE 13,234 0 0
MAGNITE INC COM 55955D100 553,684 29,172 SH SOLE 29,172 0 0
GENERAL MILLS IN COM 370334104 2,036,704 58,526 SH SOLE 58,526 0 0
BRIGHTSTAR LOTTE ORD SHS G4863A108 91,688 8,553 SH SOLE 8,553 0 0
GENERAL ELECTRIC COM 369604301 805,014 2,154 SH SOLE 2,154 0 0
GENERAL MOTORS C COM 37045V100 2,438,117 31,631 SH SOLE 31,631 0 0
BRISTOL-MYER SQB COM 110122108 3,134,758 54,404 SH SOLE 54,404 0 0
BLOCK INC COM 852234103 919,068 12,093 SH SOLE 12,093 0 0
PATTERSON-UTI COM 703481101 4,343,103 473,105 SH SOLE 473,105 0 0
PPL CORP COM 69351T106 396,942 10,920 SH SOLE 10,920 0 0
PALANTIR TECHN-A CL A 69608A108 4,957,658 42,493 SH SOLE 42,493 0 0
TD SYNNEX CORP COM 87162W100 744,541 2,785 SH SOLE 2,785 0 0
KB HOME COM 48666K109 953,183 15,229 SH SOLE 15,229 0 0
SHAKE SHACK IN-A CL A 819047101 400,991 7,158 SH SOLE 7,158 0 0
NATL FUEL GAS CO COM 636180101 3,628 47 SH SOLE 47 0 0
AXSOME THERAPEUT COM 05464T104 2,495,430 10,195 SH SOLE 10,195 0 0
LOAR HOLDINGS IN COM 53947R105 100,520 1,247 SH SOLE 1,247 0 0
CATALYST PHARMAC COM 14888U101 105,793 3,366 SH SOLE 3,366 0 0
COPART INC COM 217204106 845,953 30,009 SH SOLE 30,009 0 0
SCIENCE APPLICAT COM 808625107 153,138 1,387 SH SOLE 1,387 0 0
TJX COS INC COM 872540109 190,132 1,255 SH SOLE 1,255 0 0
SERVICENOW INC COM 81762P102 3,335,113 33,593 SH SOLE 33,593 0 0
BWX TECHNOLOGIES COM 05605H100 429,397 2,206 SH SOLE 2,206 0 0
CLEARWAY ENERG-C CL C 18539C204 1,939,407 56,741 SH SOLE 56,741 0 0
KRATOS DEFENSE & COM 50077B207 1,728,745 34,672 SH SOLE 34,672 0 0
FREEPORT-MCMORAN COM 35671D857 3,308,391 52,606 SH SOLE 52,606 0 0
FTI CONSULTING COM 302941109 789,902 5,301 SH SOLE 5,301 0 0
JBT MAREL CORP COM 477839104 516,345 3,561 SH SOLE 3,561 0 0
A10 NETWORKS INC COM 002121101 1,064,535 28,494 SH SOLE 28,494 0 0
VISA INC-CLASS A CL A 92826C839 399,356 1,164 SH SOLE 1,164 0 0
NETAPP INC COM 64110D104 1,230,342 7,950 SH SOLE 7,950 0 0
ZEBRA TECH CORP COM 989207105 316,438 1,202 SH SOLE 1,202 0 0
SHARKNINJA INC ORD SHS G8068L108 1,330,839 8,740 SH SOLE 8,740 0 0
ARES CAPITAL COR COM 04010L103 226,028 12,198 SH SOLE 12,198 0 0
STEPSTONE GROU-A CL A 85914M107 883,697 21,366 SH SOLE 21,366 0 0
CARDINAL HEALTH COM 14149Y108 892,945 3,767 SH SOLE 3,767 0 0
COHERENT CORP COM 19247G107 401,964 1,019 SH SOLE 1,019 0 0
COHU INC COM 192576106 265,336 3,590 SH SOLE 3,590 0 0
AGCO CORP COM 001084102 4,200,033 35,088 SH SOLE 35,088 0 0
INCYTE CORP COM 45337C102 397,893 3,510 SH SOLE 3,510 0 0
DYNE THERAPEUTIC COM 26818M108 698,282 31,440 SH SOLE 31,440 0 0
PAYPAL HOLDINGS COM 70450Y103 52,895 1,225 SH SOLE 1,225 0 0
AGILENT TECH INC COM 00846U101 1,461 11 SH SOLE 11 0 0
DIGITALOCEAN HOL COM 25402D102 64,696 412 SH SOLE 412 0 0
WASTE CONNECTION COM 94106B101 400,389 2,402 SH SOLE 2,402 0 0
CALLAWAY GOLF CO COM 131193104 2,724,737 145,010 SH SOLE 145,010 0 0
ALKERMES PLC SHS G01767105 5,016,349 95,741 SH SOLE 95,741 0 0
ONE GAS INC COM 68235P108 374,328 4,857 SH SOLE 4,857 0 0
BOOKING HOLDINGS COM 09857L108 2,427,450 13,619 SH SOLE 13,619 0 0
DEFINIUM THERAPE COM 24477V105 14,817 315 SH SOLE 315 0 0
MIRION TECHNOLOG COM 60471A101 2,507,815 139,867 SH SOLE 139,867 0 0
REMIT GLOBAL INC COM 75960P104 795,129 35,481 SH SOLE 35,481 0 0
PERIMETER SOLUTI COM 71385M107 3,067,753 86,052 SH SOLE 86,052 0 0
MAREX GROUP LTD ORD SHS G5S37H101 517,587 8,492 SH SOLE 8,492 0 0
URBAN OUTFITTER COM 917047102 289,959 4,092 SH SOLE 4,092 0 0
VIRTU FINANCIA-A CL A 928254101 793,710 13,324 SH SOLE 13,324 0 0
MERCK & CO COM 58933Y105 400,791 3,119 SH SOLE 3,119 0 0
DROPBOX INC-A CL A 26210C104 7,499 273 SH SOLE 273 0 0
SPROUTS FARMERS COM 85208M102 84,664 1,001 SH SOLE 1,001 0 0
DENTSPLY SIRONA COM 24906P109 928,969 87,556 SH SOLE 87,556 0 0
BROADCOM INC COM 11135F101 2,260,456 5,984 SH SOLE 5,984 0 0
TKO GROUP HOLDIN COM 87256C101 1,796,289 8,923 SH SOLE 8,923 0 0
ULTRA CLEAN HOLD COM 90385V107 4,293,812 30,113 SH SOLE 30,113 0 0
APOGEE THERAPEUT COM 03770N101 1,300,488 9,798 SH SOLE 9,798 0 0
PAYCHEX INC COM 704326107 393 4 SH SOLE 4 0 0
CONS EDISON INC COM 209115104 1,111,720 10,049 SH SOLE 10,049 0 0
AMER FINL GROUP COM 025932104 3,004,511 21,470 SH SOLE 21,470 0 0
PRIVIA HEALTH GR COM 74276R102 16,055 624 SH SOLE 624 0 0
WAYFAIR INC- A CL A 94419L101 908,026 9,825 SH SOLE 9,825 0 0
EVERSOURCE ENERG COM 30040W108 861,169 11,916 SH SOLE 11,916 0 0
COUPANG INC CL A 22266T109 927,540 53,399 SH SOLE 53,399 0 0
CHENIERE ENERGY COM 16411R208 1,231,618 5,153 SH SOLE 5,153 0 0
EXPEDIA GROUP IN COM 30212P303 2,523,232 9,861 SH SOLE 9,861 0 0
COMMERCIAL METAL COM 201723103 1,339,775 21,351 SH SOLE 21,351 0 0
REYNOLDS CONSUME COM 76171L106 20,620 768 SH SOLE 768 0 0
TOAST INC-A CL A 888787108 912,607 32,804 SH SOLE 32,804 0 0
ENERGY FUELS INC COM 292671708 2,510,646 173,148 SH SOLE 173,148 0 0
DRAFTKINGS INC COM 26142V105 1,415,519 56,038 SH SOLE 56,038 0 0
BEACON FINANCIAL COM 084680107 4,628 152 SH SOLE 152 0 0
ASHLAND INC COM 044186104 2,424,422 36,795 SH SOLE 36,795 0 0
VULCAN MATERIALS COM 929160109 6,221,760 21,090 SH SOLE 21,090 0 0
UBER TECHNOLOGIE COM 90353T100 175,709 2,435 SH SOLE 2,435 0 0
GENTEX CORP COM 371901109 840,707 33,269 SH SOLE 33,269 0 0
CHEWY INC- CL A CL A 16679L109 505,398 25,720 SH SOLE 25,720 0 0
PORTLAND GENERAL COM 736508847 933,613 18,013 SH SOLE 18,013 0 0
RPM INTL INC COM 749685103 206,183 1,855 SH SOLE 1,855 0 0
MACY'S INC COM 55616P104 2,148,419 91,228 SH SOLE 91,228 0 0
VERA THERAPEUTIC COM 92337R101 2,099,886 48,937 SH SOLE 48,937 0 0
SPYRE THERAPEUTI COM 00773J202 1,291,837 14,551 SH SOLE 14,551 0 0
CROWDSTRIKE HO-A CL A 22788C105 401,411 526 SH SOLE 526 0 0
FIRST INTER/MT-A CL A 32055Y201 1,773 46 SH SOLE 46 0 0
NETFLIX INC COM 64110L106 2,604,814 36,482 SH SOLE 36,482 0 0
ENTEGRIS INC COM 29362U104 398,030 2,213 SH SOLE 2,213 0 0
APPLE INC COM 037833100 4,347,923 15,026 SH SOLE 15,026 0 0
DOORDASH INC-A CL A 25809K105 397,846 2,156 SH SOLE 2,156 0 0
HAWKEYE 360 INC COM 420201105 26,447 1,308 SH SOLE 1,308 0 0
VARONIS SYSTEMS COM 922280102 804,792 19,180 SH SOLE 19,180 0 0
SKYWORKS SOLUTIO COM 83088M102 396,562 5,849 SH SOLE 5,849 0 0
KLA CORP COM 482480100 1,300,671 4,311 SH SOLE 4,311 0 0
AMER EAGLE OUTF COM 02553E106 5,142 299 SH SOLE 299 0 0
GE VERNOVA INC COM 36828A101 21,147 18 SH SOLE 18 0 0
NEWS CORP-CL A CL A 65249B109 136,142 5,483 SH SOLE 5,483 0 0
WARBY PARKER-A CL A 93403J106 194,145 6,399 SH SOLE 6,399 0 0
CREDO TECHNOLOGY ORD SHS G25457105 1,407,069 5,174 SH SOLE 5,174 0 0
HALOZYME THERAPE COM 40637H109 399,646 5,106 SH SOLE 5,106 0 0
ABERCROMBIE & FI COM 002896207 539,159 5,990 SH SOLE 5,990 0 0
MOSAIC CO/THE COM 61945C103 618,981 29,211 SH SOLE 29,211 0 0
PHILLIPS 66 COM 718546104 398,788 2,359 SH SOLE 2,359 0 0
VIPER ENERGY I-A CL A 64361Q101 13,652 322 SH SOLE 322 0 0
RIVIAN AUTOMOT-A CL A 76954A103 316,793 18,259 SH SOLE 18,259 0 0
CARMAX INC COM 143130102 912,616 17,255 SH SOLE 17,255 0 0
VERTIV HOLDING-A CL A 92537N108 35,490 106 SH SOLE 106 0 0
INSIGHT ENTERPRI COM 45765U103 42,264 347 SH SOLE 347 0 0
COLGATE-PALMOLIV COM 194162103 899,839 9,815 SH SOLE 9,815 0 0
CHEMOURS CO COM 163851108 3,978,951 193,906 SH SOLE 193,906 0 0
CELANESE CORP COM 150870103 3,626,088 78,828 SH SOLE 78,828 0 0
HUB GROUP-A CL A 443320106 616,606 14,081 SH SOLE 14,081 0 0
SONOCO PRODUCTS COM 835495102 143,016 2,538 SH SOLE 2,538 0 0
TIDEWATER INC COM 88642R109 486,998 7,309 SH SOLE 7,309 0 0
ADVANCE AUTO PAR COM 00751Y106 918,740 14,766 SH SOLE 14,766 0 0
CHEVRON CORP COM 166764100 205,376 1,239 SH SOLE 1,239 0 0
WILLIAMS-SONOMA COM 969904101 397,901 1,707 SH SOLE 1,707 0 0
WEST PHARMACEUT COM 955306105 804,878 2,242 SH SOLE 2,242 0 0
FIRST AMERICAN F COM 31847R102 128,057 1,867 SH SOLE 1,867 0 0
LAS VEGAS SANDS COM 517834107 588,599 12,743 SH SOLE 12,743 0 0
HP INC COM 40434L105 2,087,239 95,134 SH SOLE 95,134 0 0
SPOTIFY TECHNOLO SHS L8681T102 665,738 1,450 SH SOLE 1,450 0 0
GOLAR LNG LTD SHS G9456A100 14,005 281 SH SOLE 281 0 0
DARDEN RESTAURAN COM 237194105 2,528,154 12,272 SH SOLE 12,272 0 0
CARNIVAL CORP LT COM G2004J103 1,190,254 41,661 SH SOLE 41,661 0 0
POLARIS INC COM 731068102 4,186,543 61,171 SH SOLE 61,171 0 0
REDDIT INC-A CL A 75734B100 818,082 4,713 SH SOLE 4,713 0 0
OKLO INC COM 02156V109 685,470 13,099 SH SOLE 13,099 0 0
ON SEMICONDUCTOR COM 682189105 58,803 622 SH SOLE 622 0 0
IDEAYA BIOSCIENC COM 45166A102 379,520 10,183 SH SOLE 10,183 0 0
WALMART INC COM 931142103 1,077,442 9,513 SH SOLE 9,513 0 0
VERACYTE INC COM 92337F107 400,656 6,822 SH SOLE 6,822 0 0
CORECIVIC INC COM 21871N101 394,940 13,000 SH SOLE 13,000 0 0
OWENS CORNING COM 690742101 401,532 2,526 SH SOLE 2,526 0 0
TTM TECHNOLOGIES COM 87305R109 4,002,415 21,401 SH SOLE 21,401 0 0
META PLATFORMS-A CL A 30303M102 3,481,132 6,180 SH SOLE 6,180 0 0
BATH & BODY WORK COM 070830104 39,691 1,716 SH SOLE 1,716 0 0
DR HORTON INC COM 23331A109 1,602,413 9,838 SH SOLE 9,838 0 0
ADV MICRO DEVICE COM 007903107 2,483,971 4,276 SH SOLE 4,276 0 0
LAM RESEARCH COM 512807306 4,725,463 10,905 SH SOLE 10,905 0 0
PBF ENERGY INC-A CL A 69318G106 403,671 8,868 SH SOLE 8,868 0 0
CVB FINANCIAL COM 126600105 2,502,125 110,959 SH SOLE 110,959 0 0
INVESCO LTD SHS G491BT108 1,064,176 40,325 SH SOLE 40,325 0 0
AXT INC COM 00246W103 3,279,567 45,499 SH SOLE 45,499 0 0
NEWMONT CORP COM 651639106 1,259,592 13,486 SH SOLE 13,486 0 0
BROOKDALE SR COM 112463104 1,466,136 91,121 SH SOLE 91,121 0 0
BLACK HILLS CORP COM 092113109 396,849 5,334 SH SOLE 5,334 0 0
TEREX CORP COM 880779103 33,371 461 SH SOLE 461 0 0
POOL CORP COM 73278L105 398,854 1,856 SH SOLE 1,856 0 0
BAKER HUGHES CO COM 05722G100 1,563,990 28,180 SH SOLE 28,180 0 0
NMI HOLDINGS INC COM 629209305 9,656 235 SH SOLE 235 0 0
TERADYNE INC COM 880770102 100,638 208 SH SOLE 208 0 0
GILEAD SCIENCES COM 375558103 188,120 1,489 SH SOLE 1,489 0 0
JM SMUCKER CO COM 832696405 1,408,275 12,518 SH SOLE 12,518 0 0
JPMORGAN CHASE COM 46625H100 88,706 271 SH SOLE 271 0 0
ARCHER-DANIELS COM 039483102 5,335,012 69,830 SH SOLE 69,830 0 0
SILICON LABS COM 826919102 266,206 1,218 SH SOLE 1,218 0 0
ACADIA HEALTHCAR COM 00404A109 1,783,759 60,405 SH SOLE 60,405 0 0
XCEL ENERGY INC COM 98389B100 396,039 4,932 SH SOLE 4,932 0 0
TFS FINANCIAL CO COM 87240R107 55,233 3,117 SH SOLE 3,117 0 0
HECLA MINING CO COM 422704106 1,192,553 77,288 SH SOLE 77,288 0 0
TRADEWEB MARKE-A CL A 892672106 568,460 5,704 SH SOLE 5,704 0 0
ALCOA CORP COM 013872106 2,135,862 40,964 SH SOLE 40,964 0 0
GRANITE CONSTR COM 387328107 1,915,455 12,117 SH SOLE 12,117 0 0
ANTERO MIDSTREAM COM 03676B102 239,489 10,527 SH SOLE 10,527 0 0
T ROWE PRICE GRP COM 74144T108 399,620 3,515 SH SOLE 3,515 0 0
NIKE INC -CL B CL B 654106103 2,351,959 57,295 SH SOLE 57,295 0 0
VISHAY INTERTECH COM 928298108 245,559 4,566 SH SOLE 4,566 0 0
CECO ENVIRONMNTL COM 125141101 923,007 10,172 SH SOLE 10,172 0 0
WILEY JOHN&SON-A CL A 968223206 1,900,718 39,182 SH SOLE 39,182 0 0
VIASAT INC COM 92552V100 1,866,700 20,785 SH SOLE 20,785 0 0
THE CAMPBELL'S C COM 134429109 400,280 17,974 SH SOLE 17,974 0 0
WESTLAKE CORP COM 960413102 986,157 13,509 SH SOLE 13,509 0 0
LYFT INC-A CL A 55087P104 4,235,205 289,884 SH SOLE 289,884 0 0
NATIONAL ENERGY SHS G6375R107 538,740 18,000 SH SOLE 18,000 0 0
BOYD GAMING CORP COM 103304101 3,940,489 44,611 SH SOLE 44,611 0 0
FASTLY INC -CL A CL A 31188V100 157,290 8,567 SH SOLE 8,567 0 0
FIRST SOLAR INC COM 336433107 52,147 221 SH SOLE 221 0 0
ESSENTIAL UTILIT COM 29670G102 397,006 10,363 SH SOLE 10,363 0 0
MOELIS & CO-CL A CL A 60786M105 44,093 674 SH SOLE 674 0 0
HIMS & HERS HEAL COM 433000106 2,133,279 61,531 SH SOLE 61,531 0 0
MICRON TECH COM 595112103 4,552,519 3,944 SH SOLE 3,944 0 0
CROCS INC COM 227046109 348,408 2,888 SH SOLE 2,888 0 0
SOUTHERN COPPER COM 84265V105 47,572 273 SH SOLE 273 0 0
COSTCO WHOLESALE COM 22160K105 334,898 358 SH SOLE 358 0 0
FIRSTENERGY CORP COM 337932107 293,131 6,166 SH SOLE 6,166 0 0
DOVER CORP COM 260003108 333,504 1,487 SH SOLE 1,487 0 0
POWER INTEGRATIO COM 739276103 948,749 11,327 SH SOLE 11,327 0 0
ILLUMINA INC COM 452327109 1,703,792 9,690 SH SOLE 9,690 0 0
ALLSTATE CORP COM 020002101 1,896,143 7,969 SH SOLE 7,969 0 0
3M CO COM 88579Y101 699,451 4,320 SH SOLE 4,320 0 0
BAXTER INTL INC COM 071813109 2,565,563 120,336 SH SOLE 120,336 0 0
BANK OF AMERICA COM 060505104 520,170 9,129 SH SOLE 9,129 0 0
BROOKFIELD-A CL A 113004105 20,361 454 SH SOLE 454 0 0
AFFIRM HOLDINGS COM 00827B106 2,263,420 27,755 SH SOLE 27,755 0 0
BOOZ ALLEN HAMIL COM 099502106 2,015,032 33,213 SH SOLE 33,213 0 0
STATE ST CORP COM 857477103 398,442 2,361 SH SOLE 2,361 0 0
ABBOTT LABS COM 002824100 1,658,364 18,276 SH SOLE 18,276 0 0
CONSTELLATION-A CL A 21036P108 1,828,198 13,144 SH SOLE 13,144 0 0
TELEFLEX INC COM 879369106 195,210 1,540 SH SOLE 1,540 0 0
KNIGHT-SWIFT TRA COM 499049104 3,431,497 44,067 SH SOLE 44,067 0 0
VF CORP COM 918204108 1,719,874 103,110 SH SOLE 103,110 0 0
WATTS WATER TE-A CL A 942749102 760,978 1,944 SH SOLE 1,944 0 0
ON HOLDING AG-A CL A H5919C104 896,976 25,324 SH SOLE 25,324 0 0
ADEIA INC COM 00676P107 706,414 21,452 SH SOLE 21,452 0 0
TUTOR PERINI COR COM 901109108 4,124,936 49,716 SH SOLE 49,716 0 0
DNOW INC COM 67011P100 3,320,851 256,041 SH SOLE 256,041 0 0
BREAD FINANCIAL COM 018581108 693,006 6,396 SH SOLE 6,396 0 0
BROOKFIELD RENEW CL A 11285B108 1,743,786 46,977 SH SOLE 46,977 0 0
HORMEL FOODS CRP COM 440452100 1,662 67 SH SOLE 67 0 0
TAPESTRY INC COM 876030107 921,169 6,293 SH SOLE 6,293 0 0
SIMMONS FIRST -A CL A 828730200 4,218,743 186,258 SH SOLE 186,258 0 0
GCM GROSVENOR-A CL A 36831E108 306,946 24,955 SH SOLE 24,955 0 0
ROBERT HALF INC COM 770323103 802,866 26,152 SH SOLE 26,152 0 0
ROSS STORES INC COM 778296103 358,226 1,683 SH SOLE 1,683 0 0
MATADOR RESOURCE COM 576485205 358,864 7,209 SH SOLE 7,209 0 0
NVIDIA CORP COM 67066G104 5,444,048 27,208 SH SOLE 27,208 0 0
UGI CORP COM 902681105 69 2 SH SOLE 2 0 0
RUBRIK INC-A CL A 781154109 402,042 5,008 SH SOLE 5,008 0 0
BRIGHT HORIZONS COM 109194100 2,639,783 37,243 SH SOLE 37,243 0 0
RTX CORP COM 75513E101 2,730,024 14,389 SH SOLE 14,389 0 0
ADV ENERGY INDS COM 007973100 801,670 2,150 SH SOLE 2,150 0 0
ALLEGIANT TRAVEL COM 01748X102 4,198,084 35,698 SH SOLE 35,698 0 0
MURPHY OIL CORP COM 626717102 152,901 4,696 SH SOLE 4,696 0 0
FASTENAL CO COM 311900104 1,936,665 40,322 SH SOLE 40,322 0 0
ACADIAN ASSET MA COM 10948W103 28,178 394 SH SOLE 394 0 0
QUEST DIAGNOSTIC COM 74834L100 40,482 191 SH SOLE 191 0 0
MAPLEBEAR INC COM 565394103 402,617 8,503 SH SOLE 8,503 0 0
MARVELL TECHNOLO COM 573874104 2,652,412 8,904 SH SOLE 8,904 0 0
UNITEDHEALTH GRP COM 91324P102 1,822,953 4,386 SH SOLE 4,386 0 0
KYNDRYL HOLDINGS COM 50155Q100 1,305,196 115,402 SH SOLE 115,402 0 0
COCA-COLA CO/THE COM 191216100 3,070,868 37,786 SH SOLE 37,786 0 0
KNOWLES CORP COM 49926D109 935,125 22,544 SH SOLE 22,544 0 0
KROGER CO COM 501044101 1,378,976 24,833 SH SOLE 24,833 0 0
STANLEY BLACK & COM 854502101 397,280 4,221 SH SOLE 4,221 0 0
DELEK US HOLDING COM 24665A103 16,614 327 SH SOLE 327 0 0
TAKE-TWO INTERAC COM 874054109 2,215,572 8,863 SH SOLE 8,863 0 0
OPTION CARE HEAL COM 68404L201 657,136 31,337 SH SOLE 31,337 0 0
UIPATH INC -CL A CL A 90364P105 2,054,016 188,962 SH SOLE 188,962 0 0
CRINETICS PHARMA COM 22663K107 67,131 1,794 SH SOLE 1,794 0 0
INTEL CORP COM 458140100 2,810,891 20,131 SH SOLE 20,131 0 0
MUELLER INDS COM 624756102 436,155 7,096 SH SOLE 7,096 0 0
INTUIT INC COM 461202103 398,808 1,528 SH SOLE 1,528 0 0
SLM CORP COM 78442P106 28,534 1,100 SH SOLE 1,100 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 759,586 45,952 SH SOLE 45,952 0 0
SLB LTD SHS 806857108 450,441 9,689 SH SOLE 9,689 0 0
ARTHUR J GALLAGH COM 363576109 1,826,688 7,957 SH SOLE 7,957 0 0
RENASANT CORP COM 75970E107 16,462 387 SH SOLE 387 0 0
GITLAB INC-CL A CL A 37637K108 801,473 26,252 SH SOLE 26,252 0 0
NRG ENERGY COM 629377508 131,892 903 SH SOLE 903 0 0
VICOR CORP COM 925815102 3,301,047 8,692 SH SOLE 8,692 0 0
BRAZE INC-A CL A 10576N102 82,790 3,817 SH SOLE 3,817 0 0
MIRUM PHARMACEUT COM 604749101 4,194,149 35,826 SH SOLE 35,826 0 0
BGC GROUP INC-A CL A 088929104 1,444,219 135,100 SH SOLE 135,100 0 0
RAMBUS INC COM 750917106 572,109 4,310 SH SOLE 4,310 0 0
WISDOMTREE INC COM 97717P104 2,901,737 171,295 SH SOLE 171,295 0 0
VONTIER CORP COM 928881101 1,055,136 36,384 SH SOLE 36,384 0 0
HALLIBURTON CO COM 406216101 2,300,316 67,756 SH SOLE 67,756 0 0
PEOPLE INC COM 44891N208 1,088,222 23,575 SH SOLE 23,575 0 0
EQT CORP COM 26884L109 897,562 16,881 SH SOLE 16,881 0 0
TAYLOR MORRISON COM 87724P106 2,520,728 35,137 SH SOLE 35,137 0 0
EURONET WORLDWID COM 298736109 1,810,940 24,743 SH SOLE 24,743 0 0
GE HEALTHCARE TE COM 36266G107 3,028,313 47,310 SH SOLE 47,310 0 0
SYSCO CORP COM 871829107 501,563 6,001 SH SOLE 6,001 0 0
CALIFORNIA RESOU COM 13057Q305 4,045,876 76,525 SH SOLE 76,525 0 0
FACTSET RESEARCH COM 303075105 707,726 3,076 SH SOLE 3,076 0 0
COMSTOCK RES INC COM 205768302 789,133 52,891 SH SOLE 52,891 0 0
SALESFORCE INC COM 79466L302 2,505,150 15,991 SH SOLE 15,991 0 0
DIAMONDBACK ENER COM 25278X109 893,313 5,082 SH SOLE 5,082 0 0
SEADRILL LIMITED SHS G7997W102 98,521 2,605 SH SOLE 2,605 0 0
IMMUNOME INC COM 45257U108 1,713,762 80,876 SH SOLE 80,876 0 0
KARMAN HOLDINGS COM 485924104 2,646,259 53,010 SH SOLE 53,010 0 0
PARKER HANNIFIN COM 701094104 1,326,330 1,356 SH SOLE 1,356 0 0
EQUIFAX INC COM 294429105 560,916 3,534 SH SOLE 3,534 0 0
T-MOBILE US INC COM 872590104 1,762,171 10,506 SH SOLE 10,506 0 0
QXO INC COM 82846H405 903,985 52,314 SH SOLE 52,314 0 0
ECHOSTAR CORP-A CL A 278768106 1,445,664 14,243 SH SOLE 14,243 0 0
BERKSHIRE HATH-B CL B 084670702 751,585 1,502 SH SOLE 1,502 0 0
IPG PHOTONICS COM 44980X109 753,311 6,421 SH SOLE 6,421 0 0
WOODWARD INC COM 980745103 2,126,774 4,999 SH SOLE 4,999 0 0
NETSCOUT SYSTEMS COM 64115T104 964,937 22,157 SH SOLE 22,157 0 0
DEVON ENERGY CO COM 25179M103 917,675 22,209 SH SOLE 22,209 0 0
DAVITA INC COM 23918K108 899,709 4,044 SH SOLE 4,044 0 0
PEGASYSTEMS INC COM 705573103 236,795 7,909 SH SOLE 7,909 0 0
FISERV INC COM 337738108 585,902 11,945 SH SOLE 11,945 0 0
CAPITAL ONE FINA COM 14040H105 797,665 3,976 SH SOLE 3,976 0 0
EXPAND ENERGY CO COM 165167735 899,406 9,863 SH SOLE 9,863 0 0
COEUR MINING INC COM 192108504 2,764,967 169,422 SH SOLE 169,422 0 0
CDW CORP/DE COM 12514G108 5,484 39 SH SOLE 39 0 0
JANUS HENDERSON COM SHS G4474Y214 249,152 4,796 SH SOLE 4,796 0 0
ACUITY INC COM 00508Y102 392,479 1,042 SH SOLE 1,042 0 0
AMERICAN INTERNA COM 026874784 4,194,846 56,284 SH SOLE 56,284 0 0
GAP INC/THE COM 364760108 1,839,400 98,469 SH SOLE 98,469 0 0
PALO ALTO NETWOR COM 697435105 1,321,452 3,875 SH SOLE 3,875 0 0
INTL PAPER CO COM 460146103 4,217,060 110,684 SH SOLE 110,684 0 0
UNIVERSAL TECHNI COM 913915104 416,237 9,732 SH SOLE 9,732 0 0
GARTNER INC COM 366651107 2,003,536 15,457 SH SOLE 15,457 0 0
MERITAGE HOMES C COM 59001A102 2,437,435 29,069 SH SOLE 29,069 0 0
VAIL RESORTS COM 91879Q109 3,129,271 22,984 SH SOLE 22,984 0 0
BLOOM ENERGY C-A CL A 093712107 2,108,305 6,965 SH SOLE 6,965 0 0
BOEING CO/THE COM 097023105 3,001,573 13,866 SH SOLE 13,866 0 0
BRUNSWICK CORP COM 117043109 147,335 1,749 SH SOLE 1,749 0 0
ONTO INNOVATION COM 683344105 2,590,868 6,846 SH SOLE 6,846 0 0
NEXTPOWER INC-A CL A 65290E101 20,849 175 SH SOLE 175 0 0
PEPSICO INC COM 713448108 170,197 1,257 SH SOLE 1,257 0 0
AT&T INC COM 00206R102 698,956 33,766 SH SOLE 33,766 0 0
GXO LOGISTIC COM 36262G101 84,618 1,669 SH SOLE 1,669 0 0
TREX CO INC COM 89531P105 1,498,497 29,946 SH SOLE 29,946 0 0
BURLINGTON STORE COM 122017106 1,419,264 4,480 SH SOLE 4,480 0 0
FLOWSERVE CORP COM 34354P105 864,631 11,659 SH SOLE 11,659 0 0
LKQ CORP COM 501889208 25,882 983 SH SOLE 983 0 0
ONESPAWORLD HOLD COM P73684113 2,739 97 SH SOLE 97 0 0
OSHKOSH CORP COM 688239201 918,270 5,983 SH SOLE 5,983 0 0
AVEPOINT INC COM 053604104 709,368 63,280 SH SOLE 63,280 0 0
FORTUNE BRANDS I COM 34964C106 402,636 7,334 SH SOLE 7,334 0 0
GRINDR INC COM 39854F101 336,013 23,383 SH SOLE 23,383 0 0
ROBLOX CORP - A CL A 771049103 536,186 9,860 SH SOLE 9,860 0 0
URANIUM ENERGY COM 916896103 1,577,125 147,948 SH SOLE 147,948 0 0
BIO-TECHNE CORP COM 09073M104 799,475 11,316 SH SOLE 11,316 0 0
REGAL REXNORD CO COM 758750103 988,964 4,152 SH SOLE 4,152 0 0
CHEESECAKE FACTO COM 163072101 508,658 6,395 SH SOLE 6,395 0 0
RED ROCK RESOR-A CL A 75700L108 317,167 4,875 SH SOLE 4,875 0 0
COCA-COLA EUROPA ORD G25839104 400,380 4,001 SH SOLE 4,001 0 0
JACOBS SOLUTIONS COM 46982L108 401,184 3,184 SH SOLE 3,184 0 0
RADIAN GROUP INC COM 750236101 20,944 556 SH SOLE 556 0 0
ELEVANCE HEALTH COM 036752103 4,223,865 10,922 SH SOLE 10,922 0 0
KEURIG DR PEPPER COM 49271V100 385,755 11,786 SH SOLE 11,786 0 0
BANK OZK COM 06417N103 2,457,866 47,185 SH SOLE 47,185 0 0
LENNAR CORP-A CL A 526057104 1,167,321 12,900 SH SOLE 12,900 0 0
CHARTER COMMUN-A CL A 16119P108 916,970 6,448 SH SOLE 6,448 0 0
US BANCORP COM 902973304 37,629 623 SH SOLE 623 0 0
IQVIA HOLDINGS I COM 46266C105 363,060 1,879 SH SOLE 1,879 0 0
ATLAS ENERGY SOL COM 642045108 570,885 34,370 SH SOLE 34,370 0 0
MOTOROLA SOLUTIO COM 620076307 732,156 1,763 SH SOLE 1,763 0 0
ABBVIE INC COM 00287Y109 881,243 3,502 SH SOLE 3,502 0 0
UNITY SOFTWARE I COM 91332U101 1,623,401 56,802 SH SOLE 56,802 0 0
CNH INDUSTRIAL N COM SHS N20944109 3,680,183 327,710 SH SOLE 327,710 0 0
PFIZER INC COM 717081103 3,481,052 144,562 SH SOLE 144,562 0 0
PRINCIPAL FINL COM 74251V102 1,703,678 15,807 SH SOLE 15,807 0 0
SNOWFLAKE INC COM 833445109 802,693 3,154 SH SOLE 3,154 0 0