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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100   1,396,584 7,200 SH   SOLE   7,200 0 0
AMERIS BANCORP COM 03076K108   632,953 18,502 SH   SOLE   18,502 0 0
ABBOTT LABS COM 002824100   164,293 1,507 SH   SOLE   1,507 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   30,921,701 1,291,094 SH   SOLE   1,291,094 0 0
ADOBE INC COM 00724F101   77,749 159 SH   SOLE   159 0 0
PLAYAGS INC COM 72814N104   2,574,242 455,618 SH   SOLE   455,618 0 0
AGILYSYS INC COM 00847J105   5,292,968 77,112 SH   SOLE   77,112 0 0
AAR CORPORATION COM 000361105   4,099,574 70,976 SH   SOLE   70,976 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   347,058 21,175 SH   SOLE   21,175 0 0
ALLY FINANCIAL COM 02005N100   774,377 28,670 SH   SOLE   28,670 0 0
AMBARELLA INC COM G037AX101   8,156,152 97,480 SH   SOLE   97,480 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   14,668,355 680,035 SH   SOLE   680,035 0 0
AMERESCO INC COM 02361E108   11,849,867 243,674 SH   SOLE   243,674 0 0
AMAZON.COM, INC COM 023135106   786,592 6,034 SH   SOLE   6,034 0 0
ANI PHARMACEUTICALS INC COM 00182C103   7,820,207 145,276 SH   SOLE   145,276 0 0
APPLIED DIGITAL CORP COM 038169207   5,538,183 592,319 SH   SOLE   592,319 0 0
ARHAUS INC COM 04035M102   4,900,974 469,892 SH   SOLE   469,892 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102   17,421,312 393,880 SH   SOLE   393,880 0 0
ATRICURE INC COM 04963C209   20,306,704 411,400 SH   SOLE   411,400 0 0
AEROVIRONMENT INC COM 008073108   17,475,765 170,862 SH   SOLE   170,862 0 0
AXOS FINANCIAL INC COM 05465C100   4,754,255 120,544 SH   SOLE   120,544 0 0
AUTOZONE INC COM 053332102   144,615 58 SH   SOLE   58 0 0
BANC OF CALIFORNIA INC COM 05990K106   527,469 45,550 SH   SOLE   45,550 0 0
BARINGS BDC INC COM 06759L103   669,505 85,396 SH   SOLE   85,396 0 0
BRIDGEBIO PHARMA INC COM 10806X102   6,803,288 395,540 SH   SOLE   395,540 0 0
BJ'S RESTAURANT INC COM 09180C106   14,644,822 460,529 SH   SOLE   460,529 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   83,993 969 SH   SOLE   969 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   26,122,266 413,327 SH   SOLE   413,327 0 0
POPULAR INC COM 733174700   4,060,650 67,096 SH   SOLE   67,096 0 0
BRP GROUP INC COM 05589G102   18,994,291 766,517 SH   SOLE   766,517 0 0
BABCOCK & WILCOX ENTERPRISES COM 05614L209   10,402,998 1,763,220 SH   SOLE   1,763,220 0 0
BLACKSTONE SECURED LENDING FUND COM 09261X102   890,021 32,530 SH   SOLE   32,530 0 0
BYLINE BANCORP INC COM 124411109   294,324 16,270 SH   SOLE   16,270 0 0
CADENCE BANK COM 12740C103   594,306 30,260 SH   SOLE   30,260 0 0
PATHWARD FINANCIAL INC COM 59100U108   121,788 2,627 SH   SOLE   2,627 0 0
COASTAL FINANCIAL CORP COM 19046P209   990,572 26,310 SH   SOLE   26,310 0 0
CNB FINL CORP PA COM 126128107   1,623,765 91,998 SH   SOLE   91,998 0 0
COGENT COMMUNICATIONS HOLDINGS COM 19239V302   14,448,913 214,726 SH   SOLE   214,726 0 0
CADENCE DESIGN SYS INC COM 127387108   205,440 876 SH   SOLE   876 0 0
CELSIUS HOLDINGS INC COM 15118V207   17,830,294 119,514 SH   SOLE   119,514 0 0
CITIZENS FINANCIAL GROIP COM 174610105   739,133 28,341 SH   SOLE   28,341 0 0
CULLEN/FROST BANKERS INC COM 229899109   677,547 6,301 SH   SOLE   6,301 0 0
CHURCHILL DOWNS INC COM 171484108   36,550,774 262,634 SH   SOLE   262,634 0 0
CHUY'S HOLDINGS INC COM 171604101   14,784,024 362,176 SH   SOLE   362,176 0 0
CHAMPIONX CORP COM 15872M104   20,612,484 664,062 SH   SOLE   664,062 0 0
CLEANSPARK INC COM 18452B209   320,622 74,737 SH   SOLE   74,737 0 0
COMERICA INC COM 200340107   1,112,204 26,256 SH   SOLE   26,256 0 0
COMMUNITY HERITAGE FINANCIAL INC COM 20370L103   1,695,620 115,742 SH   SOLE   115,742 0 0
CONNECTONE BANCORP INC COM 20786W107   686,295 41,368 SH   SOLE   41,368 0 0
COHERENT CORP COM 19247G107   10,294,952 201,941 SH   SOLE   201,941 0 0
COLUMBIA BANKING SYSTEM INC COM 197236102   616,836 30,416 SH   SOLE   30,416 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104   14,552,168 677,160 SH   SOLE   677,160 0 0
COSTCO WHOLESALE CORP COM 22160K105   148,593 276 SH   SOLE   276 0 0
CREDO TECHNOLOGY GROUP HOLDINGS COM G25457105   17,241,700 994,331 SH   SOLE   994,331 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   31,711,485 564,965 SH   SOLE   564,965 0 0
CROWDSTRIKE HOLDINGS INC COM 22788C105   166,991 1,137 SH   SOLE   1,137 0 0
CAPITAL SOUTHWEST CORPORATION COM 140501107   798,068 40,470 SH   SOLE   40,470 0 0
CUSTOMERS BANCORP INC COM 23204G100   1,451,845 47,979 SH   SOLE   47,979 0 0
CVRx INC COM 126638105   6,392,716 414,036 SH   SOLE   414,036 0 0
DARLING INGREDIENTS INC COM 237266101   175,933 2,758 SH   SOLE   2,758 0 0
DIGITALBRIDGE GROUP INC COM 25401T603   645,107 43,855 SH   SOLE   43,855 0 0
DOCGO INC COM 256086109   16,795,594 1,792,486 SH   SOLE   1,792,486 0 0
DIME COMMUNITY BANCSHARES INC COM 25432X102   618,319 35,072 SH   SOLE   35,072 0 0
DENBURY INC COM 24790A101   5,970,831 69,219 SH   SOLE   69,219 0 0
DICKS SPORTING GOODS INC COM 253393102   119,368 903 SH   SOLE   903 0 0
EBIX INC COM 278715206   1,983,618 78,715 SH   SOLE   78,715 0 0
EXCELERATE ENERGY INC COM 30069T101   9,617,167 473,053 SH   SOLE   473,053 0 0
EURONET WORLDWIDE INC COM 298736109   118,426 1,009 SH   SOLE   1,009 0 0
EQT CORP COM 26884L109   77,489 1,884 SH   SOLE   1,884 0 0
ESQUIRE FINANCIAL HOLDINGS COM 29667J101   806,854 17,640 SH   SOLE   17,640 0 0
EVERI HOLDINGS INC COM 30034T103   13,516,890 934,778 SH   SOLE   934,778 0 0
EAST WEST BANCORP INC COM 27579R104   666,051 12,617 SH   SOLE   12,617 0 0
EXPONENT INC COM 30214U102   21,686,915 232,393 SH   SOLE   232,393 0 0
NATIONAL VISION HOLDINGS COM 63845R107   14,493,187 596,673 SH   SOLE   596,673 0 0
FIRST ADVANTAGE CORP COM 31846B108   7,106,722 461,176 SH   SOLE   461,176 0 0
FIRST CITIZENS BANCSHARES INC CL A COM 31946M103   1,203,876 938 SH   SOLE   938 0 0
FIRST FINL BANCSHARES INC COM 32020R109   596,011 20,920 SH   SOLE   20,920 0 0
FINWISE BANCORP COM 31813A109   3,125,143 349,178 SH   SOLE   349,178 0 0
FIFTH THIRD BANCORP COM 316773100   118,731 4,530 SH   SOLE   4,530 0 0
FLYWIRE CORP COM 302492103   318,067 10,247 SH   SOLE   10,247 0 0
FABRINET COM G3323L100   1,339,323 10,312 SH   SOLE   10,312 0 0
F N B CORP PA COM 302520101   953,410 83,340 SH   SOLE   83,340 0 0
FORMFACTOR INC COM 346375108   6,828,327 199,542 SH   SOLE   199,542 0 0
SHIFT4 PAYMENTS INC COM 82452J109   27,122,847 399,394 SH   SOLE   399,394 0 0
1ST MERCHANTS COM 320817109   546,251 19,350 SH   SOLE   19,350 0 0
FRESHPET INC COM 358039105   27,304,635 414,901 SH   SOLE   414,901 0 0
PRIMIS FINANCIAL CORP COM 74167B109   573,764 68,143 SH   SOLE   68,143 0 0
FIVE STAR BANCORP COM 33830T103   403,555 18,040 SH   SOLE   18,040 0 0
FTAI AVIATION LTD COM G3730V105   21,264,376 671,648 SH   SOLE   671,648 0 0
FORWARD AIR CORP COM COM 349853101   13,861,574 130,634 SH   SOLE   130,634 0 0
ALPHABET INC CLA A COM 02079K305   688,155 5,749 SH   SOLE   5,749 0 0
CHART INDS INC COM 16115Q308   30,904,185 193,405 SH   SOLE   193,405 0 0
GXO LOGISTICS INC COM 36262G101   400,917 6,382 SH   SOLE   6,382 0 0
HYATT HOTELS CORPORATION COM 448579102   81,008 707 SH   SOLE   707 0 0
HAEMONETICS CORPORATION COM 405024100   12,132,620 142,502 SH   SOLE   142,502 0 0
HUNTINGTON BANCSHARES INC COM 446150104   110,765 10,275 SH   SOLE   10,275 0 0
HOME DEPOT INC COM 437076102   69,894 225 SH   SOLE   225 0 0
HOULIHAN LOKEY COM 441593100   15,113,590 153,734 SH   SOLE   153,734 0 0
HARMONIC INC COM 413160102   11,166,194 690,550 SH   SOLE   690,550 0 0
HOME BANCSHARES INC COM 436893200   718,200 31,500 SH   SOLE   31,500 0 0
HERC HOLDINGS INC COM 42704L104   19,027,761 139,041 SH   SOLE   139,041 0 0
HERCULES CAPITAL INC COM 427096508   414,696 28,020 SH   SOLE   28,020 0 0
INDEPENDENT BANK GROUP INC COM 45384B106   585,145 16,946 SH   SOLE   16,946 0 0
ICU MEDICAL INC COM 44930G107   15,966,537 89,604 SH   SOLE   89,604 0 0
I3 VERTICALS INC COM 46571Y107   3,331,662 145,742 SH   SOLE   145,742 0 0
IMMUNOGEN INC COM 45253H101   15,416,677 816,994 SH   SOLE   816,994 0 0
FIRST INTERNET BANCORP COM 320557101   558,093 37,582 SH   SOLE   37,582 0 0
INDIE SEMICONDUCTOR INC COM 45569U101   14,742,575 1,568,359 SH   SOLE   1,568,359 0 0
INSMED INC COM 457669307   17,624,746 835,296 SH   SOLE   835,296 0 0
IPG PHOTONICS CORP COM 44980X109   9,430,254 69,432 SH   SOLE   69,432 0 0
IVERIC BIO INC COM 46583P102   22,992,814 584,464 SH   SOLE   584,464 0 0
INTRA CELLULAR THERAPIES COM 46116X101   17,508,170 276,503 SH   SOLE   276,503 0 0
INTEGER HOLDINGS CORP COM 45826H109   77,711 877 SH   SOLE   877 0 0
JACK IN THE BOX INC COM 466367109   19,759,871 202,603 SH   SOLE   202,603 0 0
KEYCORP COM 493267108   862,489 93,343 SH   SOLE   93,343 0 0
KINSALE CAPITAL GROUP INC COM 49714P108   1,725,810 4,612 SH   SOLE   4,612 0 0
KARUNA THERAPEUTICS INC COM 48576A100   4,927,483 22,723 SH   SOLE   22,723 0 0
KRATOS DEFENSE AND SECURITY COM 50077B207   21,282,639 1,484,145 SH   SOLE   1,484,145 0 0
LIVANOVA PLC COM G5509L101   22,407,845 435,696 SH   SOLE   435,696 0 0
CHENIERE ENERGY INC COM 16411R208   188,774 1,239 SH   SOLE   1,239 0 0
LINKBANCORP INC COM 53578P105   672,546 112,091 SH   SOLE   112,091 0 0
LANTHEUS HOLDINGS INC COM 516544103   21,008,952 250,345 SH   SOLE   250,345 0 0
LIVE OAK BANCSHARES INC COM 53803X105   368,445 14,004 SH   SOLE   14,004 0 0
LULULEMON ATHLETICA INC COM 550021109   99,546 263 SH   SOLE   263 0 0
MARATHON DIGITAL HOLDINGS INC COM 565788106   319,307 23,038 SH   SOLE   23,038 0 0
MOELIS & CO COM 60786M105   17,261,437 380,711 SH   SOLE   380,711 0 0
METROPOLITAN BANK HOLDING CO COM 591774104   1,417,227 40,807 SH   SOLE   40,807 0 0
MECHANICS BANK RICHMOND CA COM 583614102   1,229,600 53 SH   SOLE   53 0 0
MONGODB INC COM 60937P106   144,668 352 SH   SOLE   352 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   11,566,863 50,073 SH   SOLE   50,073 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   17,682,481 419,812 SH   SOLE   419,812 0 0
META PLATFORMS INC COM 30303M102   272,918 951 SH   SOLE   951 0 0
MERIT MED SYS INC COM 589889104   25,677,145 306,996 SH   SOLE   306,996 0 0
MANNKIND CORP COM 56400P706   19,348,959 4,754,044 SH   SOLE   4,754,044 0 0
MODEL N INC COM 607525102   23,727,055 671,014 SH   SOLE   671,014 0 0
MP MATERIALS CORP COM 553368101   125,268 5,475 SH   SOLE   5,475 0 0
MID PENN BANCORP INC COM 59540G107   3,583,164 162,281 SH   SOLE   162,281 0 0
MERCURY SYSTEMS INC COM 589378108   4,942,634 142,892 SH   SOLE   142,892 0 0
MICROSOFT CORP COM 594918104   1,593,046 4,678 SH   SOLE   4,678 0 0
M&T BANK CORP COM 55261F104   653,329 5,279 SH   SOLE   5,279 0 0
MATCH GROUP INC COM 57667L107   83,114 1,986 SH   SOLE   1,986 0 0
MATADOR RESOURCES CO COM 576485205   7,045,359 134,659 SH   SOLE   134,659 0 0
MACOM TECHNOLOGY SOLUTIONS COM 55405Y100   17,469,446 266,587 SH   SOLE   266,587 0 0
MASTEC INC COM 576323109   209,161 1,773 SH   SOLE   1,773 0 0
MVB FINANCIAL CORP COM 553810102   470,084 22,300 SH   SOLE   22,300 0 0
NATIONAL BANK HOLDING COM 633707104   538,227 18,534 SH   SOLE   18,534 0 0
NORTHEAST BANCORP COM 66405S100   1,334,815 32,033 SH   SOLE   32,033 0 0
NOODLES AND COMPANY COM 65540B105   370,543 109,628 SH   SOLE   109,628 0 0
NEOGENOMICS INC COM 64049M209   22,092,763 1,374,783 SH   SOLE   1,374,783 0 0
NORTHERN OIL AND GAS COM 665531307   23,421,650 682,449 SH   SOLE   682,449 0 0
NEXPOINT REAL ESTATE FINANCE COM 65342V101   141,963 9,106 SH   SOLE   9,106 0 0
NAPCO SECURITY COM 630402105   8,954,114 258,416 SH   SOLE   258,416 0 0
NVIDIA CORPORATION COM 67066G104   961,101 2,272 SH   SOLE   2,272 0 0
NV5 GLOBAL INC COM 62945V109   24,982,290 225,533 SH   SOLE   225,533 0 0
NEXTRACKER INC COM 65290E101   5,278,925 132,603 SH   SOLE   132,603 0 0
NEW YORK COMMUNITY BANCORP COM 649445103   651,729 57,983 SH   SOLE   57,983 0 0
OCEANFIRST FINANCIAL CORP COM 675234108   959,802 61,447 SH   SOLE   61,447 0 0
ORTHOFIX MEDICAL INC COM 68752M108   10,377,716 574,624 SH   SOLE   574,624 0 0
ONEMAIN HOLDINGS INC COM 68268W103   853,572 19,537 SH   SOLE   19,537 0 0
BANK OZK COM 06417N103   710,430 17,690 SH   SOLE   17,690 0 0
PACWEST BANCORP DEL COM 695263103   4,429,574 543,506 SH   SOLE   543,506 0 0
PALO ALTO NETWORKS, INC COM 697435105   209,518 820 SH   SOLE   820 0 0
PROSPERITY BANCSHARES INC COM 743606105   596,598 10,563 SH   SOLE   10,563 0 0
PDF SOLUTIONS INC COM 693282105   18,635,997 413,215 SH   SOLE   413,215 0 0
IMPINJ INC COM 453204109   4,808,109 53,632 SH   SOLE   53,632 0 0
PALOMAR HOLDINGS INC COM 69753M105   21,764,304 374,988 SH   SOLE   374,988 0 0
PLANET FITNESS INC COM 72703H101   22,400,601 332,156 SH   SOLE   332,156 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   976,646 17,240 SH   SOLE   17,240 0 0
PACIFIC PREMIER BANCORP COM 69478X105   13,548,626 655,156 SH   SOLE   655,156 0 0
PERFICIENT INC COM 71375U101   17,281,225 207,383 SH   SOLE   207,383 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   18,933,797 725,155 SH   SOLE   725,155 0 0
PURE STORAGE COM 74624M102   201,037 5,460 SH   SOLE   5,460 0 0
PORTILLOS INC COM 73642K106   15,523,936 689,034 SH   SOLE   689,034 0 0
POWER REIT COM 73933H101   258,639 157,707 SH   SOLE   157,707 0 0
QUANTERIX CORP COM 74766Q101   1,557,078 69,050 SH   SOLE   69,050 0 0
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108   20,303,704 440,141 SH   SOLE   440,141 0 0
READY CAPITAL CORP COM 75574U101   1 0 SH   SOLE   0 0 0
REGENERAN PHARM COM 75886F107   63,232 88 SH   SOLE   88 0 0
REPLIMUNE GROUP INC COM 76029N106   20,920,105 900,952 SH   SOLE   900,952 0 0
REATA PHARMACEUTICALS INC COM 75615P103   26,039,259 255,387 SH   SOLE   255,387 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   120,731 6,775 SH   SOLE   6,775 0 0
RYMAN HOSPITALITY PROPERTIES COM 78377T107   10,638,597 114,492 SH   SOLE   114,492 0 0
RIOT BLOCKCHAIN INC COM 767292105   322,745 27,305 SH   SOLE   27,305 0 0
RAMBUS INC COM 750917106   15,302,171 238,463 SH   SOLE   238,463 0 0
RAPID7 INC COM 753422104   13,114,311 289,627 SH   SOLE   289,627 0 0
RUNWAY GROWTH FINANCE CORP COM 78163D100   747,138 60,497 SH   SOLE   60,497 0 0
RXO INC COM 74982T103   3,509,724 154,818 SH   SOLE   154,818 0 0
SEACOAST BANKING CORPORATION OF FLORIDA COM 811707801   164,866 7,460 SH   SOLE   7,460 0 0
CHARLES SCHWAB CORP COM 808513105   172,817 3,049 SH   SOLE   3,049 0 0
SEAWORLD ENTERTAINMENT COM 81282V100   9,111,875 162,683 SH   SOLE   162,683 0 0
SKYWARD SPECIALTY INSURANCE COM 830940102   17,233,341 678,478 SH   SOLE   678,478 0 0
SKYWATER TECHNOLOGY INC COM 83089J108   7,090,773 752,736 SH   SOLE   752,736 0 0
SUPER MICRO COMPUTER INC COM 86800U104   42,002,115 168,514 SH   SOLE   168,514 0 0
SIMPLY GOOD FOODS CO COM 82900L102   30,755,981 840,557 SH   SOLE   840,557 0 0
SUN COUNTRY AIRLINES HOLDING COM 866683105   18,113,867 805,777 SH   SOLE   805,777 0 0
SYNOVUS FINANCIAL CORP COM 87161C501   314,842 10,408 SH   SOLE   10,408 0 0
SOUTHSTATE CORP COM 840441109   119,756 1,820 SH   SOLE   1,820 0 0
CONSTELLATION BRANDS INC COM 21036P108   154,077 626 SH   SOLE   626 0 0
SAVERS VALUE VILLAGE INC COM 80517M109   6,212,600 262,135 SH   SOLE   262,135 0 0
THE BANCORP INC COM 05969A105   1,085,057 33,233 SH   SOLE   33,233 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107   1,104,933 21,455 SH   SOLE   21,455 0 0
THIRD COAST BANCSHARES INC COM 88422P109   303,244 19,108 SH   SOLE   19,108 0 0
TENABLE HOLDING COM 88025T102   25,460,549 584,628 SH   SOLE   584,628 0 0
TRIUMPH FINANCIAL INC COM 89679E300   70,617 1,163 SH   SOLE   1,163 0 0
TFS FINANCIAL CORP COM 87240R107   653,137 51,960 SH   SOLE   51,960 0 0
THORNE HEALTHTECH INC COM 885260109   3,871,634 823,752 SH   SOLE   823,752 0 0
TJX COS. COM 872540109   282,859 3,336 SH   SOLE   3,336 0 0
TREACE MEDICAL CONCEPTS INC COM 89455T109   28,671,983 1,120,875 SH   SOLE   1,120,875 0 0
TRANSMEDICS GROUP INC COM 89377M109   29,767,719 354,462 SH   SOLE   354,462 0 0
TRINET GROUP IN COM 896288107   22,831,833 240,411 SH   SOLE   240,411 0 0
TRINITY CAPITAL INC COM 896442308   8,393,912 633,025 SH   SOLE   633,025 0 0
TERRENO REALTY CORP COM 88146M101   9,435,460 156,996 SH   SOLE   156,996 0 0
TESLA MOTORS, INC COM 88160R101   276,167 1,055 SH   SOLE   1,055 0 0
TETRA TECHNOLOGIES COM 88162F105   7,818,068 2,313,038 SH   SOLE   2,313,038 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109   160,993 1,094 SH   SOLE   1,094 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   8,133,396 529,518 SH   SOLE   529,518 0 0
UBER TECHNOLOGIES INC COM 90353T100   145,828 3,378 SH   SOLE   3,378 0 0
UNITEDHEALTH GROUP INC COM 91324P102   139,386 290 SH   SOLE   290 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   110,596 501 SH   SOLE   501 0 0
UTZ BRANDS INC COM 918090101   10,746,491 656,876 SH   SOLE   656,876 0 0
UNIVEST CORP PA COM 915271100   523,000 28,927 SH   SOLE   28,927 0 0
VISA INC-CLASS A COM 92826C839   290,676 1,224 SH   SOLE   1,224 0 0
VALARIS LTD COM G9460G101   11,827,064 187,940 SH   SOLE   187,940 0 0
VERITEX HOLDINGS INC COM 923451108   626,707 34,953 SH   SOLE   34,953 0 0
VISTEON CORP COM 92839U206   12,367,693 86,120 SH   SOLE   86,120 0 0
VALLEY NATIONAL BANCORP COM 919794107   337,900 43,600 SH   SOLE   43,600 0 0
VARONIS SYSTEMS INC COM 922280102   19,520,139 732,463 SH   SOLE   732,463 0 0
WASHINGTON FEDERAL INC COM 938824109   292,303 11,022 SH   SOLE   11,022 0 0
WESTERN ALLIANCE BANCORP COM 957638109   1,806,213 49,526 SH   SOLE   49,526 0 0
WEBSTER FINANCIAL CORPORATION COM 947890109   734,993 19,470 SH   SOLE   19,470 0 0
CACTUS INC COM 127203107   20,311,399 479,948 SH   SOLE   479,948 0 0
PETCO HEALTH AND WELLNESS CO COM 71601V105   11,651,088 1,309,111 SH   SOLE   1,309,111 0 0
WILLSCOT MOBILE MINI HOLDING COM 971378104   352,069 7,367 SH   SOLE   7,367 0 0
WINTRUST FINANCIAL CORP COM 97650W108   827,142 11,390 SH   SOLE   11,390 0 0
CLEAR SECURE INC COM 18467V109   3,627,310 156,552 SH   SOLE   156,552 0 0
ZIONS BANCORPORATION COM 989701107   871,661 32,452 SH   SOLE   32,452 0 0
ZUORA INC COM 98983V106   11,747,992 1,070,920 SH   SOLE   1,070,920 0 0
ZEVIA PBC COM 98955K104   4,360,104 1,011,625 SH   SOLE   1,011,625 0 0