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
AEROVIRONMENT INC COM 008073108 1,876,074 13,191 SH SOLE N/A 0 0 0
ANGIODYNAMICS INC COM 03475V101 4,086,863 304,437 SH SOLE N/A 0 0 0
BRAZIL POTASH CORP COMMON SHARES 10586A108 1,765,015 1,583,966 SH SOLE N/A 0 0 0
BROADCOM INC COM 11135F101 3,632,271 10,740 SH SOLE N/A 0 0 0
CARDINAL INFRASTRUCTURE GROU CL A 14154A102 1,679,415 56,181 SH SOLE N/A 0 0 0
CHEWY INC CL A 16679L109 738,116 42,131 SH SOLE N/A 0 0 0
CHURCHILL DOWNS INC COM 171484108 6,045,569 78,732 SH SOLE N/A 0 0 0
CIVEO CORP CDA COM NEW 17878Y207 6,293,419 197,381 SH SOLE N/A 0 0 0
COGNYTE SOFTWARE LTD ORD SHS M25133105 3,580,898 427,784 SH SOLE N/A 0 0 0
EAGLE MATLS INC COM 26969P108 1,200,243 7,290 SH SOLE N/A 0 0 0
FERROGLOBE PLC SHS G33856108 11,167,815 2,854,952 SH SOLE N/A 0 0 0
FIVE9 INC COM 338307101 3,803,983 113,365 SH SOLE N/A 0 0 0
FLUOR CORP COM 343412102 8,559,415 183,241 SH SOLE N/A 0 0 0
GENERAC HLDGS INC COM 368736104 10,957,013 55,560 SH SOLE N/A 0 0 0
GENTHERM INC COM 37253A103 2,731,807 81,497 SH SOLE N/A 0 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 14,745,936 338,959 SH SOLE N/A 0 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 9,082,411 147,314 SH SOLE N/A 0 0 0
HORNBECK OFFSHORE SERVICES I COM 42330P107 5,357,285 694,145 SH SOLE N/A 0 0 0
IAMGOLD CORP COM 450913108 14,862,660 830,252 SH SOLE N/A 0 0 0
KINROSS GOLD CORP COM 496902404 2,477,065 94,968 SH SOLE N/A 0 0 0
KLARNA GROUP PLC SHS G5279N105 2,290,627 182,445 SH SOLE N/A 0 0 0
MAYVILLE ENGR CO INC COM 578605107 1,951,888 128,210 SH SOLE N/A 0 0 0
MDA SPACE LTD COM 55293N109 2,906,243 90,093 SH SOLE N/A 0 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 8,842,485 640,306 SH SOLE N/A 0 0 0
NCR VOYIX CORPORATION COM 62886E108 3,734,247 554,293 SH SOLE N/A 0 0 0
NORTH AMERN CONSTR GROUP LTD COM 656811106 545,675 40,912 SH SOLE N/A 0 0 0
OCCIDENTAL PETE CORP COM 674599105 14,264,318 258,320 SH SOLE N/A 0 0 0
OMNICELL COM COM 68213N109 8,430,150 253,681 SH SOLE N/A 0 0 0
OPERA LTD SPONSORED ADS 68373M107 2,289,815 132,264 SH SOLE N/A 0 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 5,273,250 1,094,354 SH SOLE N/A 0 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 4,260,760 96,765 SH SOLE N/A 0 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 8,090,140 447,131 SH SOLE N/A 0 0 0
REGAL REXNORD CORPORATION COM 758750103 14,894,215 99,083 SH SOLE N/A 0 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 1,437,500 50,309 SH SOLE N/A 0 0 0
TRANSMEDICS GROUP INC COM 89377M109 4,491,937 55,536 SH SOLE N/A 0 0 0
TTM TECHNOLOGIES INC COM 87305R109 3,750,863 31,680 SH SOLE N/A 0 0 0
UBER TECHNOLOGIES INC COM 90353T100 11,040,846 165,894 SH SOLE N/A 0 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 748,394 41,689 SH SOLE N/A 0 0 0
V2X INC COM 92242T101 9,347,517 133,484 SH SOLE N/A 0 0 0
VERMILION ENERGY INC COM 923725105 4,305,350 349,810 SH SOLE N/A 0 0 0
WABASH NATL CORP COM 929566107 1,447,296 121,509 SH SOLE N/A 0 0 0