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
AMERICAN AIRLS GROUP INC COM 02376R102 2,976,363 222,615 SH SOLE 222,615 0 0
APPLE INC COM 037833100 8,599,242 25,822 SH SOLE 25,822 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,440,354 15,595 SH SOLE 15,595 0 0
AGREE RLTY CORP COM 008492100 1,655,084 24,773 SH SOLE 24,773 0 0
AUTODESK INC COM 052769106 1,835,229 8,781 SH SOLE 8,781 0 0
ADVANCED ENERGY INDS COM 007973100 445,276 1,580 SH SOLE 1,580 0 0
AFLAC INC COM 001055102 36,999 331 SH SOLE 331 0 0
AFFIRM HLDGS INC COM CL A 00827B106 1,038,796 15,005 SH SOLE 15,005 0 0
AGNC INVT CORP COM 00123Q104 973,773 107,362 SH SOLE 107,362 0 0
C3 AI INC CL A 12468P104 2,114,190 192,374 SH SOLE 192,374 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 697,666 19,193 SH SOLE 19,193 0 0
ALASKA AIR GROUP INC COM 011659109 789,209 20,393 SH SOLE 20,393 0 0
ALLY FINL INC COM 02005N100 294,978 7,841 SH SOLE 7,841 0 0
APPLIED MATLS INC COM 038222105 358,989 702 SH SOLE 702 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 645,667 1,766 SH SOLE 1,766 0 0
AMKOR TECHNOLOGY INC COM 031652100 405,840 7,748 SH SOLE 7,748 0 0
AMAZON COM INC COM 023135106 7,824,307 31,404 SH SOLE 31,404 0 0
AUTONATION INC COM 05329W102 598,115 3,799 SH SOLE 3,799 0 0
SMITH A O CORP COM 831865209 771,311 13,683 SH SOLE 13,683 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 852,761 17,968 SH SOLE 17,968 0 0
ARAMARK COM 03852U106 1,849,510 34,538 SH SOLE 34,538 0 0
AMER SPORTS INC COM SHS G0260P102 275,329 10,089 SH SOLE 10,089 0 0
AEROVIRONMENT INC COM 008073108 1,004,073 7,060 SH SOLE 7,060 0 0
ACUITY INC COM 00508Y102 4,893,139 15,794 SH SOLE 15,794 0 0
AUTOZONE INC COM 053332102 4,762,924 1,683 SH SOLE 1,683 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 623,087 5,794 SH SOLE 5,794 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 649,771 9,360 SH SOLE 9,360 0 0
BIGBEAR AI HLDGS INC COM 08975B109 255,974 96,594 SH SOLE 96,594 0 0
BARCLAYS PLC ADR 06738E204 622,938 25,667 SH SOLE 25,667 0 0
FRANKLIN RESOURCES INC COM 354613101 1,267,648 39,466 SH SOLE 39,466 0 0
BILL HOLDINGS INC COM 090043100 1,563,983 36,765 SH SOLE 36,765 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 2,861,835 88,301 SH SOLE 88,301 0 0
BOOKING HOLDINGS INC COM 09857L108 1,591,794 9,771 SH SOLE 9,771 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 275,700 4,836 SH SOLE 4,836 0 0
BLACKROCK INC COM 09290D101 1,060,407 1,002 SH SOLE 1,002 0 0
BITMINE IMMERSION TECNOLOGIE COM 09175A206 1,170,664 44,293 SH SOLE 44,293 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 264,371 7,251 SH SOLE 7,251 0 0
BOOT BARN HLDGS INC COM 099406100 281,418 2,336 SH SOLE 2,336 0 0
BP PLC SPONSORED ADR 055622104 242,297 5,508 SH SOLE 5,508 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,039,043 12,657 SH SOLE 12,657 0 0
BROWN & BROWN INC COM 115236101 1,737,903 28,537 SH SOLE 28,537 0 0
DUTCH BROS INC CL A 26701L100 979,540 25,403 SH SOLE 25,403 0 0
WEBULL CORP ORD SHS G9572D103 427,177 61,288 SH SOLE 61,288 0 0
BLACKSTONE INC COM 09260D107 3,735,960 33,330 SH SOLE 33,330 0 0
CITIGROUP INC COM 172967424 226,849 1,752 SH SOLE 1,752 0 0
CREDIT ACCEP CORP MICH COM 225310101 297,360 560 SH SOLE 560 0 0
CACI INTL INC CL A 127190304 1,993,008 3,272 SH SOLE 3,272 0 0
AVIS BUDGET GROUP COM 053774105 311,476 2,920 SH SOLE 2,920 0 0
CHUBB LIMITED COM H1467J104 7,481 23 SH SOLE 23 0 0
CBRE GROUP INC CL A 12504L109 2,530,474 19,697 SH SOLE 19,697 0 0
CROWN CASTLE INC COM 22822V101 2,084,679 31,278 SH SOLE 31,278 0 0
CAMECO CORP COM 13321L108 1,228,981 14,180 SH SOLE 14,180 0 0
CITIZENS FINL GROUP INC COM 174610105 790,369 12,396 SH SOLE 12,396 0 0
CARLYLE GROUP INC COM 14316J108 91,773 2,314 SH SOLE 2,314 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 633,151 4,933 SH SOLE 4,933 0 0
CHEWY INC CL A 16679L109 5,351 294 SH SOLE 294 0 0
CELESTICA INC COM 15101Q207 426,849 1,181 SH SOLE 1,181 0 0
CLEANSPARK INC COM 18452B209 924,565 71,783 SH SOLE 71,783 0 0
CANADIAN IMPERIAL BANK OF CO COM 136069101 2,045,822 18,568 SH SOLE 18,568 0 0
CME GROUP INC COM 12572Q105 2,276,606 8,690 SH SOLE 8,690 0 0
CUMMINS INC COM 231021106 3,231,662 6,256 SH SOLE 6,256 0 0
CANADIAN NATL RY CO COM 136375102 130,077 1,094 SH SOLE 1,094 0 0
COLUMBIA BKG SYS INC COM 197236102 164,364 5,747 SH SOLE 5,747 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 242,784 15,193 SH SOLE 15,193 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 936,611 11,006 SH SOLE 11,006 0 0
COUPANG INC CL A 22266T109 874,254 63,032 SH SOLE 63,032 0 0
COPART INC COM 217204106 4,981,164 182,594 SH SOLE 182,594 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 103,426 266 SH SOLE 266 0 0
CSX CORP COM 126408103 37,580 808 SH SOLE 808 0 0
CENOVUS ENERGY INC COM 15135U109 1,117,419 35,953 SH SOLE 35,953 0 0
DOORDASH INC CL A 25809K105 106,826 582 SH SOLE 582 0 0
DAVE INC CLASS A COM 23834J201 1,441,008 4,482 SH SOLE 4,482 0 0
DATADOG INC CL A COM 23804L103 269,195 983 SH SOLE 983 0 0
DEERE & CO COM 244199105 922,710 1,374 SH SOLE 1,374 0 0
DECKERS OUTDOOR CORP COM 243537107 2,533,846 32,427 SH SOLE 32,427 0 0
D R HORTON INC COM 23331A109 1,520,231 11,125 SH SOLE 11,125 0 0
HF SINCLAIR CORP COM 403949100 2,852,780 26,582 SH SOLE 26,582 0 0
DENISON MINES CORP COM 248356107 491,025 189,585 SH SOLE 189,585 0 0
DUOLINGO INC CL A COM 26603R106 1,086,085 7,627 SH SOLE 7,627 0 0
BRINKER INTL INC COM 109641100 819,212 4,233 SH SOLE 4,233 0 0
EQUIFAX INC COM 294429105 77,815 567 SH SOLE 567 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 421,318 7,223 SH SOLE 7,223 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 308,285 4,093 SH SOLE 4,093 0 0
EMERSON ELEC CO COM 291011104 7,338,401 47,314 SH SOLE 47,314 0 0
ENPHASE ENERGY INC COM 29355A107 164,719 4,993 SH SOLE 4,993 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 21,008 6,854 SH SOLE 6,854 0 0
EQUINIX INC COM 29444U700 899,295 889 SH SOLE 889 0 0
ETSY INC COM 29786A106 1,460,755 20,433 SH SOLE 20,433 0 0
EXPAND ENERGY CORPORATION COM 165167735 847,123 10,074 SH SOLE 10,074 0 0
EXPEDIA GROUP INC COM 30212P303 455,349 1,729 SH SOLE 1,729 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,951,214 14,837 SH SOLE 14,837 0 0
FORD MTR CO COM 345370860 250,788 20,795 SH SOLE 20,795 0 0
DIAMONDBACK ENERGY INC COM 25278X109 752,518 4,094 SH SOLE 4,094 0 0
FASTENAL CO COM 311900104 1,090 22 SH SOLE 22 0 0
FACTSET RESH SYS INC COM 303075105 2,375,290 8,799 SH SOLE 8,799 0 0
F5 INC COM 315616102 3,559,214 7,995 SH SOLE 7,995 0 0
FIRST HORIZON CORPORATION COM 320517105 342,860 14,894 SH SOLE 14,894 0 0
FIFTH THIRD BANCORP COM 316773100 1,372,994 27,145 SH SOLE 27,145 0 0
FIVE BELOW INC COM 33829M101 1,081,602 4,926 SH SOLE 4,926 0 0
COMFORT SYS USA INC COM 199908104 1,622,662 981 SH SOLE 981 0 0
FLUOR CORP NEW COM 343412102 373,464 7,800 SH SOLE 7,800 0 0
FIREFLY AEROSPACE INC COM 31816X106 16,529 714 SH SOLE 714 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 1,434,036 31,304 SH SOLE 31,304 0 0
FORMFACTOR INC COM 346375108 204,853 1,372 SH SOLE 1,372 0 0
SHIFT4 PMTS INC CL A 82452J109 182,080 5,034 SH SOLE 5,034 0 0
FRONTLINE PLC COM M46528101 289,905 5,884 SH SOLE 5,884 0 0
FASTLY INC CL A 31188V100 23,796 927 SH SOLE 927 0 0
GAP INC COM 364760108 209,146 9,157 SH SOLE 9,157 0 0
GODADDY INC CL A 380237107 329,318 3,448 SH SOLE 3,448 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 265,931 7,141 SH SOLE 7,141 0 0
GLOBE LIFE INC COM 37959E102 5,135 31 SH SOLE 31 0 0
CORNING INC COM 219350105 407,925 2,653 SH SOLE 2,653 0 0
GENERAC HLDGS INC COM 368736104 56,704 274 SH SOLE 274 0 0
GENUINE PARTS CO COM 372460105 56,332 448 SH SOLE 448 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 1,572,609 505,662 SH SOLE 505,662 0 0
GARMIN LTD SHS H2906T109 675,508 2,355 SH SOLE 2,355 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,230,792 1,367 SH SOLE 1,367 0 0
WW GRAINGER INC COM 384802104 290,262 233 SH SOLE 233 0 0
HASBRO INC COM 418056107 141,516 1,614 SH SOLE 1,614 0 0
HOME DEPOT INC COM 437076102 6,358,067 22,349 SH SOLE 22,349 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 2,672,709 21,843 SH SOLE 21,843 0 0
ROBINHOOD MKTS INC COM CL A 770700102 1,722,262 15,309 SH SOLE 15,309 0 0
HP INC COM 40434L105 1,210,974 38,714 SH SOLE 38,714 0 0
HSBC HLDGS PLC SPON ADR 404280406 307,464 3,096 SH SOLE 3,096 0 0
HUBSPOT INC COM 443573100 289,227 1,411 SH SOLE 1,411 0 0
HUT 8 CORP COM 44812J104 524,177 6,088 SH SOLE 6,088 0 0
HOWMET AEROSPACE INC COM 443201108 395,136 1,747 SH SOLE 1,747 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 378,069 4,426 SH SOLE 4,426 0 0
ICICI BANK LIMITED ADR 45104G104 936,590 33,996 SH SOLE 33,996 0 0
INSTALLED BLDG PRODS INC COM 45780R101 1,001,038 5,217 SH SOLE 5,217 0 0
INFLEQTION INC COM SHS 45676K103 21,000 1,559 SH SOLE 1,559 0 0
INNODATA INC COM 457642205 1,151,721 17,514 SH SOLE 17,514 0 0
INTEL CORP COM 458140100 414,794 3,450 SH SOLE 3,450 0 0
INVITATION HOMES INC COM 46187W107 531,892 20,201 SH SOLE 20,201 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 1,305,298 31,930 SH SOLE 31,930 0 0
ILLINOIS TOOL WKS INC COM 452308109 994,644 3,866 SH SOLE 3,866 0 0
INVESCO LTD SHS G491BT108 222,701 7,384 SH SOLE 7,384 0 0
JETBLUE AWYS CORP COM 477143101 1,304,744 308,450 SH SOLE 308,450 0 0
JOHNSON CTLS INTL PLC SHS G51502105 3,493,275 23,500 SH SOLE 23,500 0 0
JEFFERIES FINL GROUP INC COM 47233W109 814,360 17,808 SH SOLE 17,808 0 0
HENRY JACK & ASSOC INC COM 426281101 922,036 6,437 SH SOLE 6,437 0 0
JONES LANG LASALLE INC COM 48020Q107 2,652,525 8,682 SH SOLE 8,682 0 0
JOBY AVIATION INC COMMON STOCK G65163100 354,046 58,520 SH SOLE 58,520 0 0
KEEL INFRASTRUCTURE CORP COM SHS 486917107 759,102 215,043 SH SOLE 215,043 0 0
KIMCO RLTY CORP COM 49446R109 974,308 43,868 SH SOLE 43,868 0 0
KKR & CO INC COM 48251W104 1,417,706 15,528 SH SOLE 15,528 0 0
KLA CORP COM 482480100 1,245,798 6,391 SH SOLE 6,391 0 0
KINDER MORGAN INC DEL COM 49456B101 455,446 15,106 SH SOLE 15,106 0 0
CARMAX INC COM 143130102 1,098,563 19,934 SH SOLE 19,934 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 3,353,101 52,730 SH SOLE 52,730 0 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 285,255 6,682 SH SOLE 6,682 0 0
LITHIA MTRS INC COM 536797103 863,525 2,959 SH SOLE 2,959 0 0
LEIDOS HOLDINGS INC COM 525327102 2,023,353 16,608 SH SOLE 16,608 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,047,200 8,646 SH SOLE 8,646 0 0
LEMONADE INC COM 52567D107 1,256,923 27,845 SH SOLE 27,845 0 0
CHENIERE ENERGY INC COM 16411R208 2,345,673 8,719 SH SOLE 8,719 0 0
LOWES COS INC COM 548661107 936,562 5,082 SH SOLE 5,082 0 0
LOUISIANA PAC CORP COM 546347105 315,843 4,893 SH SOLE 4,893 0 0
STRIDE INC COM 86333M108 462,967 5,937 SH SOLE 5,937 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 241,567 1,923 SH SOLE 1,923 0 0
SOUTHWEST AIRLS CO COM 844741108 744,440 17,878 SH SOLE 17,878 0 0
MCDONALDS CORP COM 580135101 9,855,364 42,675 SH SOLE 42,675 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 156,940 2,018 SH SOLE 2,018 0 0
MOODYS CORP COM 615369105 473,658 1,043 SH SOLE 1,043 0 0
MONGODB INC CL A 60937P106 1,157,385 3,320 SH SOLE 3,320 0 0
MEDTRONIC PLC SHS G5960L103 2,330,348 27,006 SH SOLE 27,006 0 0
MERCADOLIBRE INC COM 58733R102 582,515 337 SH SOLE 337 0 0
MGM RESORTS INTERNATIONAL COM 552953101 225,671 7,268 SH SOLE 7,268 0 0
MOHAWK INDS INC COM 608190104 348,967 2,798 SH SOLE 2,798 0 0
MIDDLEBY CORP COM 596278101 790,108 7,628 SH SOLE 7,628 0 0
MARKEL GROUP INC COM 570535104 2,346,056 1,370 SH SOLE 1,370 0 0
MARATHON PETE CORP COM 56585A102 3,866,417 9,778 SH SOLE 9,778 0 0
MORGAN STANLEY COM 617446448 3,384,500 17,995 SH SOLE 17,995 0 0
M & T BK CORP COM 55261F104 821,658 3,776 SH SOLE 3,776 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 2,147,828 7,541 SH SOLE 7,541 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,331,810 295,485 SH SOLE 295,485 0 0
NASDAQ INC COM 631103108 2,711,903 29,474 SH SOLE 29,474 0 0
NICE LTD SPONSORED ADR 653656108 457,320 4,110 SH SOLE 4,110 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710839 818,409 43,325 SH SOLE 43,325 0 0
NANO NUCLEAR ENERGY INC COM 63010H108 1,362,561 85,966 SH SOLE 85,966 0 0
NORTHROP GRUMMAN CORP COM 666807102 277,518 574 SH SOLE 574 0 0
SERVICENOW INC COM 81762P102 947,451 7,070 SH SOLE 7,070 0 0
NUTANIX INC CL A 67059N108 2,266,146 32,185 SH SOLE 32,185 0 0
NORTHERN TR CORP COM 665859104 1,130,817 6,677 SH SOLE 6,677 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 1,199,738 94,766 SH SOLE 94,766 0 0
REALTY INCOME CORP COM 756109104 1,214,148 22,360 SH SOLE 22,360 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 3,608,571 20,758 SH SOLE 20,758 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 34,640 748 SH SOLE 748 0 0
OSCAR HEALTH INC CL A 687793109 1,893,946 61,412 SH SOLE 61,412 0 0
OUSTER INC COM 68989M202 1,344,452 33,328 SH SOLE 33,328 0 0
PURE STORAGE INC CL A 74624M102 1,364,951 10,437 SH SOLE 10,437 0 0
PAYCOM SOFTWARE INC COM 70432V102 220,697 1,014 SH SOLE 1,014 0 0
PBF ENERGY INC CL A 69318G106 1,778,853 23,114 SH SOLE 23,114 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 2,858,021 136,944 SH SOLE 136,944 0 0
PACCAR INC COM 693718108 1,724,895 15,708 SH SOLE 15,708 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 313,061 6,053 SH SOLE 6,053 0 0
PAYLOCITY HLDG CORP COM 70438V106 2,270,570 15,926 SH SOLE 15,926 0 0
PARKER-HANNIFIN CORP COM 701094104 1,100,644 1,152 SH SOLE 1,152 0 0
PULTE GROUP INC COM 745867101 427,449 3,683 SH SOLE 3,683 0 0
PLANET FITNESS INC CL A 72703H101 1,473,562 34,902 SH SOLE 34,902 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 592,200 3,166 SH SOLE 3,166 0 0
PNC FINL SVCS GROUP INC COM 693475105 69,567 313 SH SOLE 313 0 0
PONY AI INC SPONSORED ADS 732908108 136,967 20,943 SH SOLE 20,943 0 0
POWELL INDS INC COM 739128106 115,294 625 SH SOLE 625 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 182,667 8,649 SH SOLE 8,649 0 0
PRIMORIS SVCS CORP COM 74164F103 2,014,574 27,034 SH SOLE 27,034 0 0
PRUDENTIAL FINL INC COM 744320102 1,084,462 9,548 SH SOLE 9,548 0 0
PUBLIC STORAGE OPER CO COM 74460D109 399,653 1,413 SH SOLE 1,413 0 0
PHILLIPS 66 COM 718546104 2,782,879 10,900 SH SOLE 10,900 0 0
PTC INC COM 69370C100 4,400,369 31,364 SH SOLE 31,364 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 818,076 163,943 SH SOLE 163,943 0 0
PVH CORPORATION COM 693656100 5,184 70 SH SOLE 70 0 0
QUANTA SVCS INC COM 74762E102 598,819 932 SH SOLE 932 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 1,031,975 222,169 SH SOLE 222,169 0 0
QUANTUM COMPUTING INC COM 74766W108 249,267 29,499 SH SOLE 29,499 0 0
FERRARI N V COM N3167Y103 370,458 943 SH SOLE 943 0 0
RB GLOBAL INC COM 74935Q107 92,296 1,134 SH SOLE 1,134 0 0
RBC BEARINGS INC COM 75524B104 1,059,366 2,122 SH SOLE 2,122 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 401,714 1,511 SH SOLE 1,511 0 0
REDWIRE CORPORATION COM 75776W103 282,548 27,064 SH SOLE 27,064 0 0
REGENCY CTRS CORP COM 758849103 765,450 10,649 SH SOLE 10,649 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 2,173,006 80,841 SH SOLE 80,841 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103 1,006,400 63,939 SH SOLE 63,939 0 0
RH COM 74967X103 686,548 5,639 SH SOLE 5,639 0 0
RIOT PLATFORMS INC COM 767292105 1,188,246 58,970 SH SOLE 58,970 0 0
RAYMOND JAMES FINL INC COM 754730109 2,039,880 12,909 SH SOLE 12,909 0 0
RALPH LAUREN CORP CL A 751212101 3,295,760 9,282 SH SOLE 9,282 0 0
RAMBUS INC DEL COM 750917106 511,274 4,789 SH SOLE 4,789 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 357,691 1,124 SH SOLE 1,124 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,406,504 5,528 SH SOLE 5,528 0 0
ROSS STORES INC COM 778296103 36,177 155 SH SOLE 155 0 0
RANGE RES CORP COM 75281A109 279,689 7,551 SH SOLE 7,551 0 0
ROYAL BK CDA COM 780087102 14,154 72 SH SOLE 72 0 0
SAIA INC COM 78709Y105 1,229,832 3,685 SH SOLE 3,685 0 0
SAP SE SPON ADR 803054204 2,919 14 SH SOLE 14 0 0
STARBUCKS CORP COM 855244109 4,784,725 50,923 SH SOLE 50,923 0 0
SCHWAB CHARLES CORP COM 808513105 2,602,328 26,625 SH SOLE 26,625 0 0
SERVICE CORP INTL COM 817565104 189,309 2,486 SH SOLE 2,486 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,279,829 8,630 SH SOLE 8,630 0 0
SIGNET JEWELERS LIMITED SHS G81276100 211,107 2,063 SH SOLE 2,063 0 0
NUSCALE PWR CORP CL A COM 67079K100 502,274 63,579 SH SOLE 63,579 0 0
SEMTECH CORP COM 816850101 2,064,580 11,576 SH SOLE 11,576 0 0
SNAP ON INC COM 833034101 451,281 1,242 SH SOLE 1,242 0 0
SYNOPSYS INC COM 871607107 607,176 1,396 SH SOLE 1,396 0 0
TD SYNNEX CORPORATION COM 87162W100 130,223 507 SH SOLE 507 0 0
SOFI TECHNOLOGIES INC COM 83406F102 2,742,181 174,439 SH SOLE 174,439 0 0
SONY GROUP CORP SPONSORED ADR 835699307 1,032,896 43,897 SH SOLE 43,897 0 0
SOUNDHOUND AI INC CLASS A COM 836100107 248,602 41,296 SH SOLE 41,296 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 342,653 4,446 SH SOLE 4,446 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 286,970 5,378 SH SOLE 5,378 0 0
STONECO LTD COM CL A G85158106 38,808 4,155 SH SOLE 4,155 0 0
STERLING INFRASTRUCTURE INC COM 859241101 472,109 960 SH SOLE 960 0 0
STANLEY BLACK & DECKER INC COM 854502101 183,204 2,068 SH SOLE 2,068 0 0
SYMBOTIC INC CLASS A COM 87151X101 770,133 18,306 SH SOLE 18,306 0 0
TRANSDIGM GROUP INC COM 893641100 776,224 717 SH SOLE 717 0 0
T1 ENERGY INC COM 35834F104 67,809 17,567 SH SOLE 17,567 0 0
ATLASSIAN CORPORATION CL A 049468101 91,259 509 SH SOLE 509 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 2,406,523 11,401 SH SOLE 11,401 0 0
TERADYNE INC COM 880770102 603,770 1,506 SH SOLE 1,506 0 0
TAPESTRY INC COM 876030107 4,180,093 36,336 SH SOLE 36,336 0 0
TC ENERGY CORP COM 87807B107 415,612 7,193 SH SOLE 7,193 0 0
TRACTOR SUPPLY CO COM 892356106 350,542 11,203 SH SOLE 11,203 0 0
TOWER SEMICONDUCTOR LTD SHS M87915274 984,999 4,331 SH SOLE 4,331 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,888,170 4,139 SH SOLE 4,139 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 263,956 584 SH SOLE 584 0 0
TETRA TECH INC NEW COM 88162G103 2,302,118 69,867 SH SOLE 69,867 0 0
TEXAS ROADHOUSE INC COM 882681109 2,212,680 14,153 SH SOLE 14,153 0 0
UNITY SOFTWARE INC COM 91332U101 1,073,635 26,231 SH SOLE 26,231 0 0
UNITED AIRLS HLDGS INC COM 910047109 2,485,502 22,402 SH SOLE 22,402 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,657,229 38,786 SH SOLE 38,786 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 94,435 1,165 SH SOLE 1,165 0 0
UDR INC COM 902653104 882,835 26,314 SH SOLE 26,314 0 0
URANIUM ENERGY CORP COM 916896103 817,945 86,555 SH SOLE 86,555 0 0
ULTA BEAUTY INC COM 90384S303 2,463,227 4,510 SH SOLE 4,510 0 0
URBAN OUTFITTERS INC COM 917047102 519,460 6,801 SH SOLE 6,801 0 0
US BANCORP DEL COM 902973304 31,075 538 SH SOLE 538 0 0
VISA INC COM CL A 92826C839 4,007,967 11,154 SH SOLE 11,154 0 0
VICI PPTYS INC COM 925652109 1,674,490 72,899 SH SOLE 72,899 0 0
VICOR CORP COM 925815102 20,804 72 SH SOLE 72 0 0
VALERO ENERGY CORP COM 91913Y100 1,602,380 4,134 SH SOLE 4,134 0 0
VERISIGN INC COM 92343E102 110,548 392 SH SOLE 392 0 0
VIASAT INC COM 92552V100 690,709 9,814 SH SOLE 9,814 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,114,642 34,244 SH SOLE 34,244 0 0
VENTAS INC COM 92276F100 1,789,586 21,049 SH SOLE 21,049 0 0
WELLTOWER INC COM 95040Q104 1,831,559 7,955 SH SOLE 7,955 0 0
WELLS FARGO CO NEW COM 949746101 1,701,143 21,251 SH SOLE 21,251 0 0
WHIRLPOOL CORP COM 963320106 2,455,106 80,023 SH SOLE 80,023 0 0
WINGSTOP INC COM 974155103 1,032,521 9,799 SH SOLE 9,799 0 0
WASTE MGMT INC DEL COM 94106L109 601,360 2,949 SH SOLE 2,949 0 0
WILLIAMS COS INC COM 969457100 1,815,411 26,709 SH SOLE 26,709 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 207,298 1,636 SH SOLE 1,636 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,237,083 4,292 SH SOLE 4,292 0 0
WOODWARD INC COM 980745103 1,950,510 5,936 SH SOLE 5,936 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 2,422,046 14,882 SH SOLE 14,882 0 0
XP INC CL A G98239109 250,785 11,945 SH SOLE 11,945 0 0
BLOCK INC CL A 852234103 1,980,531 26,935 SH SOLE 26,935 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 488,801 18,017 SH SOLE 18,017 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 267,408 2,946 SH SOLE 2,946 0 0