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
A10 NETWORKS INC COM 002121101 885,432 23,700 SH SOLE 23,700 0 0
AAR CORP COM 000361105 461,092 3,226 SH SOLE 3,226 0 0
ADIENT PLC ORD SHS G0084W101 551,584 30,010 SH SOLE 30,010 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 789,447 12,688 SH SOLE 12,688 0 0
ADVANCED ENERGY INDS COM 007973100 435,512 1,168 SH SOLE 1,168 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,430,747 14,513 SH SOLE 14,513 0 0
AERCAP HOLDINGS NV SHS N00985106 508,481 3,488 SH SOLE 3,488 0 0
AGCO CORP COM 001084102 338,272 2,826 SH SOLE 2,826 0 0
AGNT INC COM 30212W100 97,488 18,020 SH SOLE 18,020 0 0
ALLSTATE CORP COM 020002101 532,034 2,236 SH SOLE 2,236 0 0
ALLY FINL INC COM 02005N100 572,997 12,470 SH SOLE 12,470 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 414,518 1,377 SH SOLE 1,377 0 0
AMAZON COM INC COM 023135106 713,828 2,995 SH SOLE 2,995 0 0
AMEREN CORP COM 023608102 219,072 1,938 SH SOLE 1,938 0 0
AMERICAN EXPRESS CO COM 025816109 533,420 1,577 SH SOLE 1,577 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 508,122 3,631 SH SOLE 3,631 0 0
AMERIPRISE FINL INC COM 03076C106 468,394 1,021 SH SOLE 1,021 0 0
AMGEN INC COM 031162100 432,733 1,195 SH SOLE 1,195 0 0
AMPHENOL CORP CL A 032095101 3,733,929 21,177 SH SOLE 21,177 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101 572,744 31,890 SH SOLE 31,890 0 0
ANALOG DEVICES INC COM 032654105 3,512,174 8,843 SH SOLE 8,843 0 0
ANDERSONS INC COM 034164103 670,867 9,808 SH SOLE 9,808 0 0
AON PLC SHS CL A G0403H108 462,376 1,394 SH SOLE 1,394 0 0
APPLE INC COM 037833100 3,421,393 11,824 SH SOLE 11,824 0 0
APPLIED MATLS INC COM 038222105 6,217,800 8,600 SH SOLE 8,600 0 0
APPLOVIN CORP COM CL A 03831W108 480,194 932 SH SOLE 932 0 0
ARRIVENT BIOPHARMA INC COM 04272N102 654,884 18,851 SH SOLE 18,851 0 0
ARROW ELECTRS INC COM 042735100 4,307,467 20,184 SH SOLE 20,184 0 0
ASSURANT INC COM 04621X108 571,969 2,130 SH SOLE 2,130 0 0
ASTRONICS CORP COM 046433108 375,665 4,623 SH SOLE 4,623 0 0
ATMOS ENERGY CORP COM 049560105 201,211 1,168 SH SOLE 1,168 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 346,451 1,547 SH SOLE 1,547 0 0
AUTONATION INC COM 05329W102 615,522 3,313 SH SOLE 3,313 0 0
AVIS BUDGET GROUP INC COM 053774105 530,710 3,590 SH SOLE 3,590 0 0
AXSOME THERAPEUTICS INC. COM 05464T104 666,019 2,721 SH SOLE 2,721 0 0
BANK OF NY MELLON CORP COM 064058100 595,793 4,120 SH SOLE 4,120 0 0
BECTON DICKINSON & CO COM 075887109 399,965 2,643 SH SOLE 2,643 0 0
BICARA THERAPEUTICS INC COM 055477103 709,977 23,913 SH SOLE 23,913 0 0
BIOHAVEN LTD COM G1110E107 662,517 44,524 SH SOLE 44,524 0 0
BLACKBAUD INC COM 09227Q100 215,308 7,269 SH SOLE 7,269 0 0
BLACKSTONE INC COM 09260D107 505,981 4,300 SH SOLE 4,300 0 0
BOEING CO COM 097023105 327,952 1,515 SH SOLE 1,515 0 0
BOOT BARN HLDGS INC COM 099406100 588,908 3,585 SH SOLE 3,585 0 0
BORGWARNER INC COM 099724106 818,579 12,328 SH SOLE 12,328 0 0
BOYD GAMING CORP COM 103304101 703,990 7,970 SH SOLE 7,970 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 712,293 6,574 SH SOLE 6,574 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 389,958 27,520 SH SOLE 27,520 0 0
BRINKER INTL INC COM 109641100 795,816 4,737 SH SOLE 4,737 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 330,186 2,411 SH SOLE 2,411 0 0
BURLINGTON STORES INC COM 122017106 661,795 2,089 SH SOLE 2,089 0 0
CANADIAN SOLAR INC COM 136635109 2,796,131 174,540 SH SOLE 174,540 0 0
CAPITAL ONE FINL CORP COM 14040H105 507,368 2,529 SH SOLE 2,529 0 0
CARDINAL HEALTH INC COM 14149Y108 481,772 2,028 SH SOLE 2,028 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 298,551 484 SH SOLE 484 0 0
CARVANA CO CL A 146869102 661,491 10,050 SH SOLE 10,050 0 0
CASEYS GEN STORES INC COM 147528103 756,640 952 SH SOLE 952 0 0
CHENIERE ENERGY INC COM NEW 16411R208 201,485 843 SH SOLE 843 0 0
CINCINNATI FINL CORP COM 172062101 531,352 2,870 SH SOLE 2,870 0 0
CLARIVATE PLC ORD SHS G21810109 2,201,498 1,019,212 SH SOLE 1,019,212 0 0
COHERENT CORP COM 19247G107 4,673,286 11,847 SH SOLE 11,847 0 0
COMFORT SYS USA INC COM 199908104 523,235 264 SH SOLE 264 0 0
COMPASS THERAPEUTICS INC COM 20454B104 175,550 80,160 SH SOLE 80,160 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107 352,034 2,964 SH SOLE 2,964 0 0
CORPAY INC COM SHS 219948106 503,238 1,510 SH SOLE 1,510 0 0
CORVUS PHARMACEUTICALS INC COM 221015100 417,767 27,963 SH SOLE 27,963 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 593,088 634 SH SOLE 634 0 0
COVISTA INC COM 00737L103 780,122 6,258 SH SOLE 6,258 0 0
CRANE COMPANY COMMON STOCK 224408104 408,664 1,832 SH SOLE 1,832 0 0
CRITICAL METALS CORP PUBCO ORD SHS G2662B103 236,652 23,088 SH SOLE 23,088 0 0
CULLINAN THERAPEUTICS INC COM 230031106 510,991 28,061 SH SOLE 28,061 0 0
CUMMINS INC COM 231021106 462,873 649 SH SOLE 649 0 0
CUSTOMERS BANCORP INC COM 23204G100 556,785 7,039 SH SOLE 7,039 0 0
CVS HEALTH CORP COM 126650100 840,324 8,123 SH SOLE 8,123 0 0
DAKOTA GOLD CORP COM 46655E100 141,888 33,307 SH SOLE 33,307 0 0
DAUCH CORP COM 024061103 621,408 114,651 SH SOLE 114,651 0 0
DAVE INC CLASS A COM NEW 23834J201 813,737 2,184 SH SOLE 2,184 0 0
DECKERS OUTDOOR CORP COM 243537107 608,251 6,126 SH SOLE 6,126 0 0
DOLE PLC ORD SHS G27907107 569,106 41,480 SH SOLE 41,480 0 0
DOMINOS PIZZA INC COM 25754A201 463,007 1,564 SH SOLE 1,564 0 0
DOORDASH INC CL A 25809K105 657,665 3,564 SH SOLE 3,564 0 0
DTE ENERGY CO COM 233331107 219,413 1,440 SH SOLE 1,440 0 0
DUOLINGO INC CL A COM 26603R106 720,715 6,266 SH SOLE 6,266 0 0
DYCOM INDS INC COM 267475101 495,478 980 SH SOLE 980 0 0
E L F BEAUTY INC COM 26856L103 568,172 7,678 SH SOLE 7,678 0 0
EATON CORP PLC SHS G29183103 429,103 1,007 SH SOLE 1,007 0 0
ECOLAB INC COM 278865100 200,321 719 SH SOLE 719 0 0
EDISON INTL COM 281020107 224,243 3,012 SH SOLE 3,012 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 589,763 1,525 SH SOLE 1,525 0 0
ELI LILLY & CO COM 532457108 534,946 446 SH SOLE 446 0 0
EMCOR GROUP INC COM 29084Q100 411,620 496 SH SOLE 496 0 0
ENLIVEN THERAPEUTICS INC COM 29337E102 761,402 15,003 SH SOLE 15,003 0 0
EVE HLDG INC COM 29970N104 300,904 119,882 SH SOLE 119,882 0 0
EVEREST GROUP LTD COM G3223R108 507,624 1,421 SH SOLE 1,421 0 0
EVERSOURCE ENERGY COM 30040W108 209,872 2,904 SH SOLE 2,904 0 0
FABRINET SHS G3323L100 3,207,228 5,706 SH SOLE 5,706 0 0
FEDEX CORP COM 31428X106 302,484 966 SH SOLE 966 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 360,742 1,520 SH SOLE 1,520 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 358,474 9,220 SH SOLE 9,220 0 0
FIRST AMERN FINL CORP COM 31847R102 481,708 7,023 SH SOLE 7,023 0 0
FIRST SOLAR INC COM 336433107 3,482,534 14,759 SH SOLE 14,759 0 0
FIVE BELOW INC COM 33829M101 531,279 2,955 SH SOLE 2,955 0 0
FRESHPET INC COM 358039105 454,278 7,684 SH SOLE 7,684 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 764,905 96,701 SH SOLE 96,701 0 0
FTAI AVIATION LTD SHS G3730V105 361,699 1,337 SH SOLE 1,337 0 0
GARMIN LTD SHS H2906T109 623,067 2,623 SH SOLE 2,623 0 0
GE AEROSPACE COM NEW 369604301 404,750 1,083 SH SOLE 1,083 0 0
GE VERNOVA INC COM 36828A101 521,638 444 SH SOLE 444 0 0
GILEAD SCIENCES INC COM 375558103 387,737 3,069 SH SOLE 3,069 0 0
GLOBUS MED INC CL A 379577208 400,423 5,068 SH SOLE 5,068 0 0
GOLD COM INC COM 00181T107 376,820 9,056 SH SOLE 9,056 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 584,572 578 SH SOLE 578 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 958,599 96,052 SH SOLE 96,052 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 451,761 3,409 SH SOLE 3,409 0 0
HASBRO INC COM 418056107 558,143 6,758 SH SOLE 6,758 0 0
HCA HEALTHCARE INC COM 40412C101 323,219 829 SH SOLE 829 0 0
HEICO CORP NEW COM 422806109 410,687 1,153 SH SOLE 1,153 0 0
HENRY JACK & ASSOC INC COM 426281101 380,576 2,763 SH SOLE 2,763 0 0
HERC HLDGS INC COM 42704L104 417,693 2,914 SH SOLE 2,914 0 0
HERITAGE INSURANCE HLDGS INC COM 42727J102 460,599 17,661 SH SOLE 17,661 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 192,446 84,965 SH SOLE 84,965 0 0
HEXCEL CORP NEW COM 428291108 395,437 3,952 SH SOLE 3,952 0 0
HF SINCLAIR CORP COM 403949100 223,855 3,214 SH SOLE 3,214 0 0
HOULIHAN LOKEY INC CL A 441593100 421,436 3,142 SH SOLE 3,142 0 0
HUBBELL INC COM 443510607 388,214 742 SH SOLE 742 0 0
HUBSPOT INC COM 443573100 215,362 1,180 SH SOLE 1,180 0 0
HUNT J B TRANS SVCS INC COM 445658107 474,665 1,640 SH SOLE 1,640 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 228,390 816 SH SOLE 816 0 0
IDEXX LABS INC COM 45168D104 382,195 726 SH SOLE 726 0 0
INCYTE CORP COM 45337C102 521,909 4,604 SH SOLE 4,604 0 0
INDIVIOR PHARMACEUTICALS INC COM 45579U109 561,578 13,687 SH SOLE 13,687 0 0
INGREDION INC COM 457187102 522,042 5,512 SH SOLE 5,512 0 0
INSIGHT ENTERPRISES INC COM 45765U103 501,694 4,119 SH SOLE 4,119 0 0
INSTALLED BLDG PRODS INC COM 45780R101 479,676 2,087 SH SOLE 2,087 0 0
INTEGER HLDGS CORP COM 45826H109 491,173 5,256 SH SOLE 5,256 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,033,975 10,789 SH SOLE 10,789 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 358,310 901 SH SOLE 901 0 0
IQVIA HLDGS INC COM 46266C105 489,040 2,531 SH SOLE 2,531 0 0
JACOBS SOLUTIONS INC COM 46982L108 322,434 2,559 SH SOLE 2,559 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 386,315 2,644 SH SOLE 2,644 0 0
KEMPER CORP COM 488401100 402,728 14,938 SH SOLE 14,938 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,588,568 10,251 SH SOLE 10,251 0 0
KIRBY CORP COM 497266106 372,966 2,743 SH SOLE 2,743 0 0
KLA CORP COM NEW 482480100 6,265,913 20,768 SH SOLE 20,768 0 0
KODIAK SCIENCES INC COM 50015M109 692,202 17,767 SH SOLE 17,767 0 0
KOHLS CORP COM 500255104 748,422 42,236 SH SOLE 42,236 0 0
KRYSTAL BIOTECH INC COM 501147102 633,697 1,705 SH SOLE 1,705 0 0
LABCORP HOLDINGS INC COM SHS 504922105 458,640 1,638 SH SOLE 1,638 0 0
LAM RESEARCH CORP COM NEW 512807306 6,070,953 14,010 SH SOLE 14,010 0 0
LANTHEUS HLDGS INC COM 516544103 675,292 6,087 SH SOLE 6,087 0 0
LCI INDS COM 50189K103 285,770 2,699 SH SOLE 2,699 0 0
LEIDOS HOLDINGS INC COM 525327102 202,645 1,968 SH SOLE 1,968 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 504,130 64,715 SH SOLE 64,715 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 590,915 6,211 SH SOLE 6,211 0 0
LOCKHEED MARTIN CORP COM 539830109 265,429 521 SH SOLE 521 0 0
LUMENTUM HLDGS INC COM 55024U109 4,110,107 4,790 SH SOLE 4,790 0 0
M & T BK CORP COM 55261F104 536,951 2,256 SH SOLE 2,256 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 5,119,019 13,458 SH SOLE 13,458 0 0
MANPOWERGROUP INC WIS COM 56418H100 406,219 12,029 SH SOLE 12,029 0 0
MARATHON PETE CORP COM 56585A102 208,882 817 SH SOLE 817 0 0
MARKETAXESS HLDGS INC COM 57060D108 290,421 2,559 SH SOLE 2,559 0 0
MARRIOTT INTL INC NEW CL A 571903202 730,803 1,972 SH SOLE 1,972 0 0
MASTEC INC COM 576323109 503,433 1,210 SH SOLE 1,210 0 0
MASTERCARD INCORPORATED CL A 57636Q104 466,862 909 SH SOLE 909 0 0
MAXIMUS INC COM 577933104 304,389 5,662 SH SOLE 5,662 0 0
MBX BIOSCIENCES INC COM 55287L101 798,082 14,458 SH SOLE 14,458 0 0
MCDONALDS CORP COM 580135101 526,294 1,947 SH SOLE 1,947 0 0
MCKESSON CORP COM 58155Q103 362,688 480 SH SOLE 480 0 0
MGM RESORTS INTERNATIONAL COM 552953101 858,333 17,953 SH SOLE 17,953 0 0
MICRON TECHNOLOGY INC COM 595112103 8,705,655 7,542 SH SOLE 7,542 0 0
MICROSOFT CORP COM 594918104 2,547,354 6,829 SH SOLE 6,829 0 0
MILLERKNOLL INC COM 600544100 363,370 17,760 SH SOLE 17,760 0 0
MOODYS CORP COM 615369105 455,638 1,006 SH SOLE 1,006 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 473,802 24,335 SH SOLE 24,335 0 0
MORGAN STANLEY COM NEW 617446448 619,176 2,962 SH SOLE 2,962 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,517,073 6,061 SH SOLE 6,061 0 0
NANO NUCLEAR ENERGY INC COM 63010H108 314,373 14,871 SH SOLE 14,871 0 0
NCR VOYIX CORPORATION COM 62886E108 2,906,478 355,750 SH SOLE 355,750 0 0
NETFLIX INC. COM 64110L106 345,505 4,839 SH SOLE 4,839 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 580,940 3,447 SH SOLE 3,447 0 0
NEWELL BRANDS INC COM 651229106 924,770 150,614 SH SOLE 150,614 0 0
NEXTDECADE CORP COM 65342K105 242,449 32,155 SH SOLE 32,155 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 675,549 61,694 SH SOLE 61,694 0 0
NORDSON CORP COM 655663102 387,068 1,283 SH SOLE 1,283 0 0
NORTHROP GRUMMAN CORP COM 666807102 235,811 463 SH SOLE 463 0 0
NOVA LTD COM M7516K103 462,042 851 SH SOLE 851 0 0
NUCOR CORP COM 670346105 268,191 1,204 SH SOLE 1,204 0 0
NVIDIA CORPORATION COM 67066G104 3,142,413 15,705 SH SOLE 15,705 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106 256,405 20,496 SH SOLE 20,496 0 0
OMEROS CORP COM 682143102 363,986 38,274 SH SOLE 38,274 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 348,899 32,216 SH SOLE 32,216 0 0
ORUKA THERAPEUTICS INC COM 687604108 1,274,897 13,396 SH SOLE 13,396 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 207,384 3,698 SH SOLE 3,698 0 0
PAYLOCITY HLDG CORP COM 70438V106 304,705 2,915 SH SOLE 2,915 0 0
PELAGOS INS CAP LTD COM G3398L118 620,803 25,495 SH SOLE 25,495 0 0
PENGUIN SOLUTIONS INC COM 706915105 11,624,817 152,938 SH SOLE 152,938 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 479,660 5,507 SH SOLE 5,507 0 0
PENNYMAC MTG INVT TR COM 70931T103 450,365 39,926 SH SOLE 39,926 0 0
PENUMBRA INC COM 70975L107 411,738 1,304 SH SOLE 1,304 0 0
PEPSICO INC COM 713448108 537,538 3,970 SH SOLE 3,970 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 809,024 7,237 SH SOLE 7,237 0 0
PHILIP MORRIS INTL INC COM 718172109 673,709 3,724 SH SOLE 3,724 0 0
PHINIA INC COMMON STOCK 71880K101 428,983 5,208 SH SOLE 5,208 0 0
PINNACLE WEST CAP CORP COM 723484101 225,770 2,110 SH SOLE 2,110 0 0
PLANET FITNESS MASTER ISSUER CL A 72703H101 423,568 8,119 SH SOLE 8,119 0 0
PNC FINL SVCS GROUP INC COM 693475105 567,045 2,303 SH SOLE 2,303 0 0
POPULAR INC COM NEW 733174700 595,973 3,630 SH SOLE 3,630 0 0
PPG INDS INC COM 693506107 230,936 1,904 SH SOLE 1,904 0 0
PROG HOLDINGS INC COM NPV 74319R101 665,265 14,273 SH SOLE 14,273 0 0
PRUDENTIAL FINL INC COM 744320102 527,562 4,888 SH SOLE 4,888 0 0
PTC INC COM 69370C100 1,949,888 17,163 SH SOLE 17,163 0 0
QORVO INC COM 74736K101 3,354,829 35,969 SH SOLE 35,969 0 0
QUANEX BLDG PRODS CORP COM 747619104 375,677 20,176 SH SOLE 20,176 0 0
QUANTA SVCS INC COM 74762E102 466,586 648 SH SOLE 648 0 0
RALPH LAUREN CORP CL A 751212101 757,461 1,887 SH SOLE 1,887 0 0
RAPPORT THERAPEUTICS INC COM 75383L102 608,632 14,606 SH SOLE 14,606 0 0
REDDIT INC CL A 75734B100 647,974 3,733 SH SOLE 3,733 0 0
REGAL REXNORD CORPORATION COM 758750103 447,083 1,877 SH SOLE 1,877 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 487,181 2,291 SH SOLE 2,291 0 0
RELIANCE INC COM 759509102 250,312 670 SH SOLE 670 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 503,554 1,589 SH SOLE 1,589 0 0
REPLIGEN CORP COM 759916109 502,236 3,681 SH SOLE 3,681 0 0
RESMED INC COM 761152107 340,455 1,747 SH SOLE 1,747 0 0
RH COM 74967X103 739,967 4,492 SH SOLE 4,492 0 0
RINGCENTRAL INC CL A 76680R206 482,650 12,382 SH SOLE 12,382 0 0
RLJ LODGING TR COM 74965L101 717,529 60,551 SH SOLE 60,551 0 0
ROCKWELL AUTOMATION INC COM 773903109 468,841 947 SH SOLE 947 0 0
ROKU INC COM CL A 77543R102 714,736 5,174 SH SOLE 5,174 0 0
S&P GLOBAL INC COM 78409V104 427,216 1,049 SH SOLE 1,049 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 38,731 12,575 SH SOLE 12,575 0 0
SANA BIOTECHNOLOGY INC COM 799566104 489,357 140,217 SH SOLE 140,217 0 0
SANDISK CORP COM 80004C200 12,041,674 5,296 SH SOLE 5,296 0 0
SAVARA INC COM 805111101 516,276 83,811 SH SOLE 83,811 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 7,638,940 7,916 SH SOLE 7,916 0 0
SELECTIVE INS GROUP INC COM 816300107 575,075 5,928 SH SOLE 5,928 0 0
SHARKNINJA INC COM SHS G8068L108 867,482 5,697 SH SOLE 5,697 0 0
SHERWIN WILLIAMS CO COM 824348106 212,101 616 SH SOLE 616 0 0
SINCLAIR INC CL A 829242106 475,280 33,353 SH SOLE 33,353 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 690,793 23,385 SH SOLE 23,385 0 0
SMUCKER J M CO COM NEW 832696405 640,350 5,692 SH SOLE 5,692 0 0
SOLVENTUM CORP COM SHS 83444M101 490,905 6,363 SH SOLE 6,363 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 620,301 7,912 SH SOLE 7,912 0 0
SONOCO PRODS CO COM 835495102 214,637 3,809 SH SOLE 3,809 0 0
SOUTHSTATE BK CORP COM 84472E102 501,298 5,018 SH SOLE 5,018 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 422,859 921 SH SOLE 921 0 0
SPX TECHNOLOGIES INC COM 78473E103 419,486 1,711 SH SOLE 1,711 0 0
STAGWELL INC COM CL A 85256A109 496,361 66,805 SH SOLE 66,805 0 0
STEEL DYNAMICS INC COM 858119100 256,766 1,119 SH SOLE 1,119 0 0
STERIS PLC SHS USD G8473T100 403,452 1,916 SH SOLE 1,916 0 0
STRYKER CORPORATION COM 863667101 381,586 1,212 SH SOLE 1,212 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 614,951 2,460 SH SOLE 2,460 0 0
TAPESTRY INC COM 876030107 648,463 4,430 SH SOLE 4,430 0 0
TARGA RES CORP COM 87612G101 204,323 762 SH SOLE 762 0 0
TD SYNNEX CORPORATION COM 87162W100 598,574 2,239 SH SOLE 2,239 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 2,735,041 13,566 SH SOLE 13,566 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 348,717 1,864 SH SOLE 1,864 0 0
TERADYNE INC COM 880770102 4,948,716 10,228 SH SOLE 10,228 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 533,441 5,166 SH SOLE 5,166 0 0
THE CIGNA GROUP COM 125523100 448,256 1,626 SH SOLE 1,626 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 441,197 880 SH SOLE 880 0 0
TOLL BROTHERS INC COM 889478103 712,379 4,324 SH SOLE 4,324 0 0
TRADEWEB MKTS INC CL A 892672106 379,705 3,810 SH SOLE 3,810 0 0
TRANSMEDICS GROUP INC COM 89377M109 226,359 3,408 SH SOLE 3,408 0 0
TRAVELERS COMPANIES INC COM 89417E109 511,686 1,550 SH SOLE 1,550 0 0
TREVI THERAPEUTICS INC COM 89532M101 592,697 31,780 SH SOLE 31,780 0 0
TRINET GROUP INC COM 896288107 444,123 8,974 SH SOLE 8,974 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 195,716 31,066 SH SOLE 31,066 0 0
TRUPANION INC COM 898202106 428,521 17,300 SH SOLE 17,300 0 0
TTM TECHNOLOGIES INC COM 87305R109 5,941,064 31,767 SH SOLE 31,767 0 0
TUTOR PERINI CORP COM 901109108 398,837 4,807 SH SOLE 4,807 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 500,651 924 SH SOLE 924 0 0
UNITI GROUP LLC COM SHS 912932100 163,172 14,226 SH SOLE 14,226 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 340,946 2,293 SH SOLE 2,293 0 0
UPBOUND GROUP INC COM 76009N100 689,268 32,482 SH SOLE 32,482 0 0
US FOODS HLDG CORP COM 912008109 717,488 7,017 SH SOLE 7,017 0 0
USA TODAY CO INC COM 36472T109 699,476 81,810 SH SOLE 81,810 0 0
VALERO ENERGY CORP COM 91913Y100 209,394 804 SH SOLE 804 0 0
VERALTO CORP COM SHS 92338C103 203,166 2,291 SH SOLE 2,291 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 480,338 967 SH SOLE 967 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 465,400 1,390 SH SOLE 1,390 0 0
VESTIS CORPORATION COM SHS 29430C102 1,179,706 81,247 SH SOLE 81,247 0 0
VISA INC COM CL A 92826C839 513,263 1,496 SH SOLE 1,496 0 0
VOYA FINANCIAL INC COM 929089100 634,706 7,011 SH SOLE 7,011 0 0
WARRIOR MET COAL INC COM 93627C101 213,126 2,626 SH SOLE 2,626 0 0
WASTE MGMT INC DEL COM 94106L109 317,158 1,423 SH SOLE 1,423 0 0
WESTERN DIGITAL CORP COM 958102105 7,273,105 11,387 SH SOLE 11,387 0 0
WEX INC COM 96208T104 400,837 2,841 SH SOLE 2,841 0 0
WHIRLPOOL CORP COM 963320106 428,417 10,868 SH SOLE 10,868 0 0
WINGSTOP INC COM 974155103 483,294 2,787 SH SOLE 2,787 0 0
WINNEBAGO INDS INC COM 974637100 549,730 17,597 SH SOLE 17,597 0 0
WINTRUST FINL CORP COM 97650W108 552,555 3,438 SH SOLE 3,438 0 0
WOODWARD INC COM 980745103 396,085 931 SH SOLE 931 0 0
WORLD KINECT CORPORATION COM 981475106 243,756 7,400 SH SOLE 7,400 0 0
YUM BRANDS INC COM 988498101 638,001 3,991 SH SOLE 3,991 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 579,485 6,714 SH SOLE 6,714 0 0