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
8X8 INC NEW COM 282914100 1,400,071 818,755 SH SOLE 818,755 0 0
ABM INDS INC COM 000957100 23,539,308 532,082 SH SOLE 532,082 0 0
ACCENDRA HEALTH INC COM 690732102 9,618,661 2,812,474 SH SOLE 2,812,474 0 0
ADVANSIX INC COM 00773T101 2,545,495 128,043 SH SOLE 128,043 0 0
AMERICAN VANGUARD CORP COM 030371108 177,377 63,349 SH SOLE 63,349 0 0
AVALONBAY CMNTYS INC COM 053484101 4,443,272 23,548 SH SOLE 23,548 0 0
BECTON DICKINSON & CO COM 075887109 41,340,632 273,182 SH SOLE 273,182 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 4,759,293 367,797 SH SOLE 367,797 0 0
BEST BUY INC COM 086516101 7,912,387 104,275 SH SOLE 104,275 0 0
BILL HOLDINGS INC COM 090043100 32,861,304 908,775 SH SOLE 908,775 0 0
CALERES INC COM 129500104 11,165,570 902,633 SH SOLE 902,633 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 7,105,187 747,128 SH SOLE 747,128 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,161,815 55,760 SH SOLE 55,760 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 40,162,379 282,416 SH SOLE 282,416 0 0
CHEWY INC CL A 16679L109 12,064,550 613,972 SH SOLE 613,972 0 0
CLARIVATE PLC ORD SHS G21810109 30,804,777 14,261,471 SH SOLE 14,261,471 0 0
CLEARWATER PAPER CORP COM 18538R103 6,592,170 420,419 SH SOLE 420,419 0 0
COMCAST CORP NEW CL A 20030N101 15,461,786 629,808 SH SOLE 629,808 0 0
CONMED CORP COM 207410101 27,563,962 842,162 SH SOLE 842,162 0 0
COURSERA INC COM 22266M104 15,782,762 2,798,362 SH SOLE 2,798,362 0 0
CRANE NXT CO COM 224441105 11,967,040 233,914 SH SOLE 233,914 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 270,844 7,388 SH SOLE 7,388 0 0
DEL MONTE CORP ORD G36738105 7,866,908 281,867 SH SOLE 281,867 0 0
DENTSPLY SIRONA INC COM 24906P109 52,093,063 4,909,808 SH SOLE 4,909,808 0 0
DLOCAL LTD CLASS A COM G29018101 18,130,234 1,395,170 SH SOLE 1,395,170 0 0
DNOW INC COM 67011P100 9,812,869 756,582 SH SOLE 756,582 0 0
DOLE PLC ORD SHS G27907107 19,632,854 1,430,966 SH SOLE 1,430,966 0 0
EASTMAN CHEM CO COM 277432100 3,235,603 48,307 SH SOLE 48,307 0 0
EDGEWELL PERSONAL CARE CO COM 28035Q102 7,163,105 266,683 SH SOLE 266,683 0 0
ELDORADO GOLD CORP NEW COM 284902509 35,996,593 1,157,819 SH SOLE 1,157,819 0 0
ENDAVA PLC ADS 29260V105 408,199 144,240 SH SOLE 144,240 0 0
ENOVIS CORPORATION COM 194014502 15,981,104 772,034 SH SOLE 772,034 0 0
EVERTEC INC COM 30040P103 5,855,996 210,799 SH SOLE 210,799 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 41,236,167 1,060,601 SH SOLE 1,060,601 0 0
FISERV INC COM 337738108 25,517,576 520,236 SH SOLE 520,236 0 0
FIVE9 INC COM 338307101 19,031,469 892,658 SH SOLE 892,658 0 0
FIVERR INTL LTD ORD SHS M4R82T106 3,709,318 359,430 SH SOLE 359,430 0 0
FLOWERS FOODS INC COM 343498101 10,047,812 1,271,875 SH SOLE 1,271,875 0 0
FORESTAR GROUP INC COM 346232101 3,086,666 97,525 SH SOLE 97,525 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,932,747 114,060 SH SOLE 114,060 0 0
FULGENT GENETICS INC COM 359664109 10,224,849 498,287 SH SOLE 498,287 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 14,916,570 233,035 SH SOLE 233,035 0 0
GEN DIGITAL INC COM 668771108 15,190,591 610,309 SH SOLE 610,309 0 0
GENTEX CORP COM 371901109 2,233,514 88,386 SH SOLE 88,386 0 0
GETTY IMAGES HOLDINGS INC CL A COM 374275105 1,991,786 2,316,030 SH SOLE 2,316,030 0 0
GIBRALTAR INDS INC COM 374689107 9,172,573 203,383 SH SOLE 203,383 0 0
GLOBAL PMTS INC COM 37940X102 63,967,372 881,579 SH SOLE 881,579 0 0
HAEMONETICS CORP MASS COM 405024100 16,216,275 216,217 SH SOLE 216,217 0 0
HELEN OF TROY LTD COM G4388N106 10,391,101 357,451 SH SOLE 357,451 0 0
HUBSPOT INC COM 443573100 11,889,796 65,146 SH SOLE 65,146 0 0
HURCO CO COM 447324104 2,082,689 90,967 SH SOLE 90,967 0 0
HURON CONSULTING GROUP INC COM 447462102 19,841,782 220,073 SH SOLE 220,073 0 0
INGRAM MICRO HLDG CORP COM 457152106 29,558,458 1,077,596 SH SOLE 1,077,596 0 0
INGREDION INC COM 457187102 20,882,892 220,493 SH SOLE 220,493 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 10,399,487 579,036 SH SOLE 579,036 0 0
INTUIT COM 461202103 27,824,949 106,609 SH SOLE 106,609 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 6,167,595 1,482,595 SH SOLE 1,482,595 0 0
IQVIA HLDGS INC COM 46266C105 4,550,524 23,551 SH SOLE 23,551 0 0
ISHARES TR 20 YR TR BD ETF 464287432 302,470 3,500 SH Call SOLE 3,500 0 0
KBR INC COM 48242W106 12,758,006 369,476 SH SOLE 369,476 0 0
KORNIT DIGITAL LTD SHS M6372Q113 5,478,346 337,129 SH SOLE 337,129 0 0
LEGALZOOM COM INC COM 52466B103 16,408,913 2,676,821 SH SOLE 2,676,821 0 0
LEXARIA BIOSCIENCE CORP COM NEW 52886N406 193,584 345,685 SH SOLE 345,685 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 2,876,389 274,203 SH SOLE 274,203 0 0
LOVESAC CO COM 54738L109 6,898,277 413,318 SH SOLE 413,318 0 0
LYFT INC CL A COM 55087P104 34,334,683 2,350,081 SH SOLE 2,350,081 0 0
M & T BK CORP COM 55261F104 5,627,508 23,644 SH SOLE 23,644 0 0
MACYS INC COM 55616P104 9,357,993 397,367 SH SOLE 397,367 0 0
MARKETAXESS HLDGS INC COM 57060D108 10,264,149 90,441 SH SOLE 90,441 0 0
MATIV HOLDINGS INC COM 808541106 10,206,828 1,348,326 SH SOLE 1,348,326 0 0
MAXIMUS INC COM 577933104 1,829,238 34,026 SH SOLE 34,026 0 0
MEDTRONIC PLC SHS G5960L103 11,916,776 152,330 SH SOLE 152,330 0 0
MONDAY COM LTD SHS M7S64H106 21,044,280 290,707 SH SOLE 290,707 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 22,908,320 2,092,084 SH SOLE 2,092,084 0 0
OMNICOM GROUP INC COM 681919106 34,901,665 479,221 SH SOLE 479,221 0 0
OSISKO DEVELOPMENT CORP COM NEW 68828E809 6,852,657 2,785,633 SH SOLE 2,785,633 0 0
OTIS WORLDWIDE CORP COM 68902V107 6,627,368 92,561 SH SOLE 92,561 0 0
OWENS CORNING NEW COM 690742101 25,534,858 160,637 SH SOLE 160,637 0 0
PACER FDS TR US SM CAP CA ETF 69374H857 244,041 4,822 SH SOLE 4,822 0 0
PENN ENTERTAINMENT INC COM 707569109 15,774,253 738,495 SH SOLE 738,495 0 0
PG&E CORP COM 69331C108 5,896,201 350,547 SH SOLE 350,547 0 0
PROGRESS SOFTWARE CORP COM 743312100 17,167,439 511,240 SH SOLE 511,240 0 0
PRUDENTIAL FINL INC COM 744320102 14,611,671 135,381 SH SOLE 135,381 0 0
PVH CORPORATION COM 693656100 42,725,194 575,346 SH SOLE 575,346 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 2,220,432 293,708 SH SOLE 293,708 0 0
RESOURCES CONNECTION INC COM 76122Q105 2,026,018 476,710 SH SOLE 476,710 0 0
ROBLOX CORP CL A 771049103 5,402,871 99,354 SH SOLE 99,354 0 0
RYERSON HLDG CORP COM 783754104 12,503,061 508,048 SH SOLE 508,048 0 0
SALESFORCE INC COM 79466L302 30,282,378 193,300 SH SOLE 193,300 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 3,261,476 230,656 SH SOLE 230,656 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 22,448,398 470,222 SH SOLE 470,222 0 0
SHUTTERSTOCK INC COM 825690100 11,476,609 822,696 SH SOLE 822,696 0 0
SILGAN HLDGS INC COM 827048109 6,107,707 131,660 SH SOLE 131,660 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 9,188,884 431,403 SH SOLE 431,403 0 0
SONOCO PRODS CO COM 835495102 24,693,641 438,219 SH SOLE 438,219 0 0
SPROUT SOCIAL INC COM CL A 85209W109 8,194,800 1,085,404 SH SOLE 1,085,404 0 0
SPROUTS FMRS MKT INC COM 85208M102 4,835,777 57,174 SH SOLE 57,174 0 0
SPS COMM INC COM 78463M107 49,704,170 869,410 SH SOLE 869,410 0 0
SS&C TECH HLDGS COM 78467J100 9,884,007 159,291 SH SOLE 159,291 0 0
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 560,562 797 SH SOLE 797 0 0
TENNANT CO COM 880345103 15,966,158 182,387 SH SOLE 182,387 0 0
TRUEBLUE INC COM 89785X101 2,221,834 318,771 SH SOLE 318,771 0 0
UIPATH INC CL A 90364P105 19,431,103 1,787,590 SH SOLE 1,787,590 0 0
UNIFI INC COM NEW 904677200 119,947 25,252 SH SOLE 25,252 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 4,953,375 141,162 SH SOLE 141,162 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 63,529,884 427,264 SH SOLE 427,264 0 0
UPWORK INC COM 91688F104 20,121,868 2,406,922 SH SOLE 2,406,922 0 0
VAIL RESORTS INC COM 91879Q109 10,241,884 75,225 SH SOLE 75,225 0 0
VIANT TECHNOLOGY INC COM CL A 92557A101 2,623,886 207,258 SH SOLE 207,258 0 0
VIATRIS INC COM 92556V106 27,611,985 1,738,790 SH SOLE 1,738,790 0 0
VITAL FARMS INC COM 92847W103 6,127,347 526,857 SH SOLE 526,857 0 0
WALKER & DUNLOP INC COM 93148P102 5,846,391 106,881 SH SOLE 106,881 0 0
WESBANCO INC COM 950810101 5,290,985 135,562 SH SOLE 135,562 0 0
WIX COM LTD SHS M98068105 3,036,569 66,929 SH SOLE 66,929 0 0
WORKDAY INC CL A 98138H101 58,284,897 476,106 SH SOLE 476,106 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 15,383,508 178,691 SH SOLE 178,691 0 0