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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 48,679 431,751 SH   SOLE   431,751 0 0
ACCELERON PHARMA INC COM 00434H108 1,364 10,859 SH   SOLE   10,859 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 31,422 106,442 SH   SOLE   106,442 0 0
ACTIVISION BLIZZARD INC COM 00507V109 47,772 499,947 SH   SOLE   499,947 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 34,792 59,323 SH   SOLE   59,323 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 44,980 385,266 SH   SOLE   385,266 0 0
ADVANCED ENERGY INDS COM 007973100 20,027 177,466 SH   SOLE   177,466 0 0
AGCO CORP COM 001084102 97,015 743,399 SH   SOLE   743,399 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 28,470 192,417 SH   SOLE   192,417 0 0
AGNC INVT CORP COM 00123Q104 33,316 1,969,515 SH   SOLE   1,969,515 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,670 69,000 SH   SOLE   69,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 25,980 42,491 SH   SOLE   42,491 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 89,890 861,922 SH   SOLE   861,922 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 19,241 412,197 SH   SOLE   412,197 0 0
ALLY FINL INC COM 02005N100 136,678 2,739,134 SH   SOLE   2,739,134 0 0
ALPHABET INC CAP STK CL C 02079K107 475,423 189,505 SH   SOLE   189,505 0 0
ALPHABET INC CAP STK CL A 02079K305 23,454 9,597 SH   SOLE   9,597 0 0
ALTRIA GROUP INC COM 02209S103 10,795 226,145 SH   SOLE   226,145 0 0
AMAZON COM INC COM 023135106 440,545 127,928 SH   SOLE   127,928 0 0
AMEDISYS INC COM 023436108 70,880 289,355 SH   SOLE   289,355 0 0
AMERICAN EXPRESS CO COM 025816109 171,545 1,036,672 SH   SOLE   1,036,672 0 0
AMGEN INC COM 031162100 12,515 51,315 SH   SOLE   51,315 0 0
AMYRIS INC COM NEW 03236M200 13,998 854,628 SH   SOLE   854,628 0 0
ANTHEM INC COM 036752103 41,422 108,389 SH   SOLE   108,389 0 0
APPLE INC COM 037833100 340,803 2,486,568 SH   SOLE   2,486,568 0 0
APPLIED MATLS INC COM 038222105 64,970 455,767 SH   SOLE   455,767 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 47,652 785,423 SH   SOLE   785,423 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 1,516 22,231 SH   SOLE   22,231 0 0
ARISTA NETWORKS INC COM 040413106 14,450 39,869 SH   SOLE   39,869 0 0
ARROW ELECTRS INC COM 042735100 10,783 94,588 SH   SOLE   94,588 0 0
AUTODESK INC COM 052769106 9,369 32,065 SH   SOLE   32,065 0 0
AVERY DENNISON CORP COM 053611109 43,852 208,410 SH   SOLE   208,410 0 0
AVITA MEDICAL INC COM 05380C102 862 41,978 SH   SOLE   41,978 0 0
AXON ENTERPRISE INC COM 05464C101 65,633 371,068 SH   SOLE   371,068 0 0
AZEK CO INC CL A 05478C105 41,081 966,623 SH   SOLE   966,623 0 0
BANDWIDTH INC COM CL A 05988J103 1,544 11,187 SH   SOLE   11,187 0 0
BANK NOVA SCOTIA B C COM 064149107 10,473 160,591 SH   SOLE   160,591 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,391 5,000 SH   SOLE   5,000 0 0
BEYOND MEAT INC COM 08862E109 1,634 10,367 SH   SOLE   10,367 0 0
BIO RAD LABS INC CL A 090572207 72,760 112,875 SH   SOLE   112,875 0 0
BIO-TECHNE CORP COM 09073M104 126,546 280,911 SH   SOLE   280,911 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 34,664 1,193,290 SH   SOLE   1,193,290 0 0
BLACKROCK INC COM 09247X101 35,561 40,555 SH   SOLE   40,555 0 0
BLACKSTONE GROUP INC COM 09260D107 77,057 792,060 SH   SOLE   792,060 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 11,592 362,962 SH   SOLE   362,962 0 0
BLOOM ENERGY CORP COM CL A 093712107 5,801 215,714 SH   SOLE   215,714 0 0
BOOKING HOLDINGS INC COM 09857L108 38,309 17,493 SH   SOLE   17,493 0 0
BORR DRILLING LTD SHS G1466R207 4,510 5,465,175 SH   SOLE   5,465,175 0 0
BOSTON SCIENTIFIC CORP COM 101137107 36,107 843,496 SH   SOLE   843,496 0 0
BRINKER INTL INC COM 109641100 13,887 224,525 SH   SOLE   224,525 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 8,763 131,010 SH   SOLE   131,010 0 0
BROADCOM INC COM 11135F101 138,762 290,743 SH   SOLE   290,743 0 0
BRP INC COM SUN VTG 05577W200 50,717 646,653 SH   SOLE   646,653 0 0
BRUNSWICK CORP COM 117043109 46,314 464,614 SH   SOLE   464,614 0 0
BUMBLE INC COM CL A 12047B105 27,620 478,674 SH   SOLE   478,674 0 0
BURLINGTON STORES INC COM 122017106 96,392 299,043 SH   SOLE   299,043 0 0
CANADIAN IMP BK COMM COM 136069101 8,197 71,868 SH   SOLE   71,868 0 0
CATERPILLAR INC COM 149123101 75,816 347,908 SH   SOLE   347,908 0 0
CELANESE CORP DEL COM 150870103 7,516 49,511 SH   SOLE   49,511 0 0
CENTENE CORP DEL COM 15135B101 17,641 241,837 SH   SOLE   241,837 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,335 6,000 SH   SOLE   6,000 0 0
CHEGG INC COM 163092109 23,146 278,269 SH   SOLE   278,269 0 0
CHURCHILL DOWNS INC COM 171484108 95,369 480,544 SH   SOLE   480,544 0 0
CINTAS CORP COM 172908105 6,326 16,547 SH   SOLE   16,547 0 0
CISCO SYS INC COM 17275R102 187,982 3,541,953 SH   SOLE   3,541,953 0 0
CIT GROUP INC COM NEW 125581801 25,430 492,118 SH   SOLE   492,118 0 0
CITIGROUP INC COM NEW 172967424 91,910 1,297,662 SH   SOLE   1,297,662 0 0
CITIZENS FINL GROUP INC COM 174610105 8,467 184,401 SH   SOLE   184,401 0 0
CITRIX SYS INC COM 177376100 22,665 193,176 SH   SOLE   193,176 0 0
CLEAN HARBORS INC COM 184496107 47,223 506,884 SH   SOLE   506,884 0 0
CLEAR SECURE INC COM CL A 18467V109 1,610 40,000 SH   SOLE   40,000 0 0
CNH INDL N V SHS N20944109 21,109 1,275,318 SH   SOLE   1,275,318 0 0
COCA COLA CO COM 191216100 58,048 1,071,526 SH   SOLE   1,071,526 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 7,040 118,535 SH   SOLE   118,535 0 0
COLFAX CORP COM 194014106 42,429 925,552 SH   SOLE   925,552 0 0
COLGATE PALMOLIVE CO COM 194162103 22,205 272,738 SH   SOLE   272,738 0 0
CONOCOPHILLIPS COM 20825C104 598 9,805 SH   SOLE   9,805 0 0
CONSTELLATION BRANDS INC CL A 21036P108 37,682 160,887 SH   SOLE   160,887 0 0
CORNING INC COM 219350105 5,900 144,115 SH   SOLE   144,115 0 0
COURSERA INC COM 22266M104 777 19,616 SH   SOLE   19,616 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 46,950 186,604 SH   SOLE   186,604 0 0
CROWN HLDGS INC COM 228368106 9,309 90,957 SH   SOLE   90,957 0 0
CUMMINS INC COM 231021106 8,263 33,839 SH   SOLE   33,839 0 0
CVS HEALTH CORP COM 126650100 23,801 284,944 SH   SOLE   284,944 0 0
D R HORTON INC COM 23331A109 15,125 167,162 SH   SOLE   167,162 0 0
DARDEN RESTAURANTS INC COM 237194105 14,459 98,989 SH   SOLE   98,989 0 0
DARLING INGREDIENTS INC COM 237266101 73,812 1,092,300 SH   SOLE   1,092,300 0 0
DELL TECHNOLOGIES INC CL C 24703L202 16,362 163,947 SH   SOLE   163,947 0 0
DISNEY WALT CO COM 254687106 29,367 166,907 SH   SOLE   166,907 0 0
DOCUSIGN INC COM 256163106 1,494 5,340 SH   SOLE   5,340 0 0
EASTMAN CHEM CO COM 277432100 6,111 52,293 SH   SOLE   52,293 0 0
EBAY INC. COM 278642103 39,076 555,793 SH   SOLE   555,793 0 0
EBIX INC COM NEW 278715206 887 25,500 SH Call SOLE   25,500 0 0
ELASTIC N V ORD SHS N14506104 101,325 694,408 SH   SOLE   694,408 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 44,115 1,020,210 SH   SOLE   1,020,210 0 0
EQUINIX INC COM 29444U700 46,965 58,426 SH   SOLE   58,426 0 0
EQUITABLE HLDGS INC COM 29452E101 69,201 2,270,937 SH   SOLE   2,270,937 0 0
ETSY INC COM 29786A106 14,835 71,987 SH   SOLE   71,987 0 0
EVERBRIDGE INC COM 29978A104 2,424 17,798 SH   SOLE   17,798 0 0
EVERCORE INC CLASS A 29977A105 10,593 75,159 SH   SOLE   75,159 0 0
EVERTEC INC COM 30040P103 12,533 286,862 SH   SOLE   286,862 0 0
EXPEDIA GROUP INC COM NEW 30212P303 40,544 247,531 SH   SOLE   247,531 0 0
EXXON MOBIL CORP COM 30231G102 100,451 1,591,070 SH   SOLE   1,591,070 0 0
FACEBOOK INC CL A 30303M102 293,604 843,482 SH   SOLE   843,482 0 0
FERGUSON PLC NEW SHS G3421J106 43,443 312,520 SH   SOLE   312,520 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108 4,447 221,812 SH   SOLE   221,812 0 0
FIRST FNDTN INC COM 32026V104 7,137 316,563 SH   SOLE   316,563 0 0
FIVE BELOW INC COM 33829M101 48,186 249,032 SH   SOLE   249,032 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 20,086 189,923 SH   SOLE   189,923 0 0
FRANCO NEV CORP COM 351858105 39,836 274,235 SH   SOLE   274,235 0 0
FRANKLIN RESOURCES INC COM 354613101 41,853 1,306,886 SH   SOLE   1,306,886 0 0
FREEPORT-MCMORAN INC CL B 35671D857 42,545 1,145,684 SH   SOLE   1,145,684 0 0
FULLER H B CO COM 359694106 317 4,978 SH   SOLE   4,978 0 0
GENERAL MTRS CO COM 37045V100 19,469 328,591 SH   SOLE   328,591 0 0
GILEAD SCIENCES INC COM 375558103 19,113 277,485 SH   SOLE   277,485 0 0
GLOBAL PMTS INC COM 37940X102 10,019 53,390 SH   SOLE   53,390 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 47,217 124,375 SH   SOLE   124,375 0 0
GOOSEHEAD INS INC COM CL A 38267D109 31,924 250,475 SH   SOLE   250,475 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 9,052 203,182 SH   SOLE   203,182 0 0
HESS CORP COM 42809H107 80,317 918,659 SH   SOLE   918,659 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 10,987 752,857 SH   SOLE   752,857 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 3,103 33,110 SH   SOLE   33,110 0 0
HOULIHAN LOKEY INC CL A 441593100 6,532 79,765 SH   SOLE   79,765 0 0
HP INC COM 40434L105 37,603 1,244,199 SH   SOLE   1,244,199 0 0
HUNTINGTON BANCSHARES INC COM 446150104 20,784 1,456,219 SH   SOLE   1,456,219 0 0
ILLUMINA INC COM 452327109 68,117 143,851 SH   SOLE   143,851 0 0
INFOSYS LTD SPONSORED ADR 456788108 5,476 258,376 SH   SOLE   258,376 0 0
INSULET CORP COM 45784P101 1,609 5,857 SH   SOLE   5,857 0 0
INTAPP INC COM 45827U109 14,362 517,587 SH   SOLE   517,587 0 0
INTERPUBLIC GROUP COS INC COM 460690100 9,600 295,137 SH   SOLE   295,137 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,512 7,076 SH   SOLE   7,076 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 1,548 59,462 SH   SOLE   59,462 0 0
IQVIA HLDGS INC COM 46266C105 72,800 300,102 SH   SOLE   300,102 0 0
ITT INC COM 45073V108 36,782 401,270 SH   SOLE   401,270 0 0
JACOBS ENGR GROUP INC COM 469814107 60,221 451,010 SH   SOLE   451,010 0 0
JEFFERIES FINL GROUP INC COM 47233W109 25,068 732,501 SH   SOLE   732,501 0 0
JOHNSON & JOHNSON COM 478160104 21,462 130,208 SH   SOLE   130,208 0 0
JPMORGAN CHASE & CO COM 46625H100 105,079 675,124 SH   SOLE   675,124 0 0
KB HOME COM 48666K109 9,700 237,983 SH   SOLE   237,983 0 0
KFORCE INC COM 493732101 13,895 220,406 SH   SOLE   220,406 0 0
KLA CORP COM NEW 482480100 68,725 211,695 SH   SOLE   211,695 0 0
KONTOOR BRANDS INC COM 50050N103 19,940 353,021 SH   SOLE   353,021 0 0
KORNIT DIGITAL LTD SHS M6372Q113 47,718 383,744 SH   SOLE   383,744 0 0
KRAFT HEINZ CO COM 500754106 46,942 1,149,521 SH   SOLE   1,149,521 0 0
L BRANDS INC COM 501797104 15,529 215,346 SH   SOLE   215,346 0 0
LAMB WESTON HLDGS INC COM 513272104 8,053 99,805 SH   SOLE   99,805 0 0
LAZARD LTD SHS A G54050102 9,526 210,134 SH   SOLE   210,134 0 0
LEGALZOOM COM INC COM 52466B103 7,525 200,000 SH   SOLE   200,000 0 0
LENNAR CORP CL A 526057104 2,565 25,810 SH   SOLE   25,810 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 55,263 1,993,393 SH   SOLE   1,993,393 0 0
LINDE PLC SHS G5494J103 114,991 397,455 SH   SOLE   397,455 0 0
LOWES COS INC COM 548661107 91,488 471,043 SH   SOLE   471,043 0 0
LPL FINL HLDGS INC COM 50212V100 91,901 680,138 SH   SOLE   680,138 0 0
MANPOWERGROUP INC WIS COM 56418H100 9,961 83,659 SH   SOLE   83,659 0 0
MARQETA INC CLASS A COM 57142B104 13,606 483,148 SH   SOLE   483,148 0 0
MARSH & MCLENNAN COS INC COM 571748102 31,783 225,618 SH   SOLE   225,618 0 0
MARVELL TECHNOLOGY INC COM 573874104 17,062 292,371 SH   SOLE   292,371 0 0
MASTERCARD INCORPORATED CL A 57636Q104 52,394 143,426 SH   SOLE   143,426 0 0
MATCH GROUP INC NEW COM 57667L107 20,286 125,616 SH   SOLE   125,616 0 0
METLIFE INC COM 59156R108 123,082 2,054,644 SH   SOLE   2,054,644 0 0
MICROSOFT CORP COM 594918104 147,055 542,249 SH   SOLE   542,249 0 0
MIRATI THERAPEUTICS INC COM 60468T105 1,378 8,525 SH   SOLE   8,525 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 25,581 475,898 SH   SOLE   475,898 0 0
MONOLITHIC PWR SYS INC COM 609839105 19,549 52,306 SH   SOLE   52,306 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 1,270 23,648 SH   SOLE   23,648 0 0
MORGAN STANLEY COM NEW 617446448 25,897 282,145 SH   SOLE   282,145 0 0
MYT NETHERLANDS PARENT B V ADS 55406W103 15,555 512,233 SH   SOLE   512,233 0 0
NETFLIX INC COM 64110L106 20,719 39,185 SH   SOLE   39,185 0 0
NEXTERA ENERGY INC COM 65339F101 53,322 727,216 SH   SOLE   727,216 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 111,940 1,464,850 SH   SOLE   1,464,850 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 12,147 429,393 SH   SOLE   429,393 0 0
NORFOLK SOUTHN CORP COM 655844108 152,708 574,956 SH   SOLE   574,956 0 0
NUTANIX INC CL A 67059N108 17,090 446,984 SH   SOLE   446,984 0 0
NVIDIA CORPORATION COM 67066G104 150,428 187,761 SH   SOLE   187,761 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,014 34,075 SH   SOLE   34,075 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 7,681 30,256 SH   SOLE   30,256 0 0
OMNICOM GROUP INC COM 681919106 10,845 135,366 SH   SOLE   135,366 0 0
ON SEMICONDUCTOR CORP COM 682189105 12,152 317,237 SH   SOLE   317,237 0 0
ONEMAIN HLDGS INC COM 68268W103 33,559 559,751 SH   SOLE   559,751 0 0
OPEN LENDING CORP COM CL A 68373J104 29,971 694,418 SH   SOLE   694,418 0 0
PACWEST BANCORP DEL COM 695263103 38,875 943,835 SH   SOLE   943,835 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 15,525 277,506 SH   SOLE   277,506 0 0
PAYPAL HLDGS INC COM 70450Y103 200,143 686,094 SH   SOLE   686,094 0 0
PENUMBRA INC COM 70975L107 1,250 4,555 SH   SOLE   4,555 0 0
PERKINELMER INC COM 714046109 35,290 228,338 SH   SOLE   228,338 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 48,658 2,168,444 SH   SOLE   2,168,444 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 27,488 2,244,784 SH   SOLE   2,244,784 0 0
PFIZER INC COM 717081103 12,415 316,577 SH   SOLE   316,577 0 0
PHILIP MORRIS INTL INC COM 718172109 10,893 109,781 SH   SOLE   109,781 0 0
PING IDENTITY HLDG CORP COM 72341T103 3,135 136,745 SH   SOLE   136,745 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 49,323 558,340 SH   SOLE   558,340 0 0
PINTEREST INC CL A 72352L106 36,562 462,695 SH   SOLE   462,695 0 0
PLANET FITNESS INC CL A 72703H101 34,143 453,328 SH   SOLE   453,328 0 0
PLUG POWER INC COM NEW 72919P202 24,864 726,289 SH   SOLE   726,289 0 0
POLARIS INC COM 731068102 5,811 42,375 SH   SOLE   42,375 0 0
POOL CORP COM 73278L105 86,503 188,333 SH   SOLE   188,333 0 0
PPL CORP COM 69351T106 7,580 270,694 SH   SOLE   270,694 0 0
PRIMERICA INC COM 74164M108 3,580 23,351 SH   SOLE   23,351 0 0
PROCTER AND GAMBLE CO COM 742718109 31,706 234,895 SH   SOLE   234,895 0 0
PROGRESSIVE CORP COM 743315103 14,682 149,332 SH   SOLE   149,332 0 0
PROLOGIS INC. COM 74340W103 37,526 313,623 SH   SOLE   313,623 0 0
PULTE GROUP INC COM 745867101 10,568 193,390 SH   SOLE   193,390 0 0
QUALCOMM INC COM 747525103 56,058 391,845 SH   SOLE   391,845 0 0
QUIDEL CORP COM 74838J101 16,942 132,106 SH   SOLE   132,106 0 0
RALPH LAUREN CORP CL A 751212101 8,343 70,783 SH   SOLE   70,783 0 0
ROBLOX CORP CL A 771049103 25,175 279,539 SH   SOLE   279,539 0 0
RYDER SYS INC COM 783549108 24,235 325,619 SH   SOLE   325,619 0 0
S&P GLOBAL INC COM 78409V104 30,022 73,116 SH   SOLE   73,116 0 0
SAIA INC COM 78709Y105 77,292 368,847 SH   SOLE   368,847 0 0
SALESFORCE COM INC COM 79466L302 37,007 151,396 SH   SOLE   151,396 0 0
SAREPTA THERAPEUTICS INC COM 803607100 1,312 16,852 SH   SOLE   16,852 0 0
SCHWAB CHARLES CORP COM 808513105 32,094 440,292 SH   SOLE   440,292 0 0
SENTINELONE INC CL A 81730H109 3,205 75,000 SH   SOLE   75,000 0 0
SHERWIN WILLIAMS CO COM 824348106 64,056 234,926 SH   SOLE   234,926 0 0
SHIFT4 PMTS INC CL A 82452J109 11,773 125,599 SH   SOLE   125,599 0 0
SHOPIFY INC CL A 82509L107 1,923 1,315 SH   SOLE   1,315 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 162,011 659,092 SH   SOLE   659,092 0 0
SIMON PPTY GROUP INC NEW COM 828806109 51,792 396,487 SH   SOLE   396,487 0 0
SKILLZ INC COM 83067L109 10,487 481,984 SH   SOLE   481,984 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101 9,011 188,904 SH   SOLE   188,904 0 0
SMARTSHEET INC COM CL A 83200N103 30,063 415,321 SH   SOLE   415,321 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,667 6,026 SH   SOLE   6,026 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 34,514 405,369 SH   SOLE   405,369 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 140,029 2,964,583 SH   SOLE   2,964,583 0 0
SPLUNK INC COM 848637104 140,185 968,725 SH   SOLE   968,725 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 1,263 8,273 SH   SOLE   8,273 0 0
STANLEY BLACK & DECKER INC COM 854502101 63,693 310,472 SH   SOLE   310,472 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 8,128 353,759 SH   SOLE   353,759 0 0
STEEL DYNAMICS INC COM 858119100 7,509 125,800 SH   SOLE   125,800 0 0
STELLANTIS N.V SHS N82405106 19,198 977,383 SH   SOLE   977,383 0 0
STONECO LTD COM CL A G85158106 3,023 45,000 SH   SOLE   45,000 0 0
SUMO LOGIC INC COM 86646P103 29,006 1,403,871 SH   SOLE   1,403,871 0 0
SYNCHRONY FINANCIAL COM 87165B103 155,947 3,211,621 SH   SOLE   3,211,621 0 0
SYNEOS HEALTH INC CL A 87166B102 79,594 889,031 SH   SOLE   889,031 0 0
TABULA RASA HEALTHCARE INC COM 873379101 1,439 28,762 SH   SOLE   28,762 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,407 11,696 SH   SOLE   11,696 0 0
TARGET CORP COM 87612E106 9,242 38,192 SH   SOLE   38,192 0 0
TENABLE HLDGS INC COM 88025T102 28,740 694,826 SH   SOLE   694,826 0 0
TERADATA CORP DEL COM 88076W103 8,819 176,332 SH   SOLE   176,332 0 0
TERADYNE INC COM 880770102 1,375 10,252 SH   SOLE   10,252 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 14,157 296,470 SH   SOLE   296,470 0 0
TESLA INC COM 88160R101 1,091 1,603 SH   SOLE   1,603 0 0
TETRA TECH INC NEW COM 88162G103 1,107 9,065 SH   SOLE   9,065 0 0
TEXAS INSTRS INC COM 882508104 3,795 19,714 SH   SOLE   19,714 0 0
TFI INTL INC COM 87241L109 49,631 543,487 SH   SOLE   543,487 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 146,251 289,547 SH   SOLE   289,547 0 0
TJX COS INC NEW COM 872540109 57,087 845,866 SH   SOLE   845,866 0 0
T-MOBILE US INC COM 872590104 100,359 692,007 SH   SOLE   692,007 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 10,230 145,666 SH   SOLE   145,666 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 118,800 644,432 SH   SOLE   644,432 0 0
TRANSDIGM GROUP INC COM 893641100 91,729 141,490 SH   SOLE   141,490 0 0
TRANSUNION COM 89400J107 58,935 536,201 SH   SOLE   536,201 0 0
TRINSEO S A SHS L9340P101 16,509 275,610 SH   SOLE   275,610 0 0
TRITON INTL LTD CL A G9078F107 10,533 201,008 SH   SOLE   201,008 0 0
TRUEBLUE INC COM 89785X101 7,463 265,107 SH   SOLE   265,107 0 0
UBER TECHNOLOGIES INC COM 90353T100 33,096 659,652 SH   SOLE   659,652 0 0
UBS GROUP AG SHS H42097107 15,240 993,758 SH   SOLE   993,758 0 0
UNION PAC CORP COM 907818108 23,851 108,338 SH   SOLE   108,338 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,002 28,818 SH   SOLE   28,818 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,453 8,090 SH   SOLE   8,090 0 0
UNITEDHEALTH GROUP INC COM 91324P102 49,565 123,634 SH   SOLE   123,634 0 0
UNITY SOFTWARE INC COM 91332U101 1,084 9,858 SH   SOLE   9,858 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,184 5,322 SH   SOLE   5,322 0 0
VALARIS LIMITED CL A G9460G101 3,328 115,164 SH   SOLE   115,164 0 0
VALE S A SPONSORED ADS 91912E105 10,091 441,712 SH   SOLE   441,712 0 0
VALMONT INDS INC COM 920253101 39,134 165,576 SH   SOLE   165,576 0 0
VERACYTE INC COM 92337F107 970 24,237 SH   SOLE   24,237 0 0
VERITEX HLDGS INC COM 923451108 3,732 105,221 SH   SOLE   105,221 0 0
VIACOMCBS INC CL B 92556H206 20,379 450,244 SH   SOLE   450,244 0 0
VISA INC COM CL A 92826C839 134,908 575,837 SH   SOLE   575,837 0 0
VONAGE HLDGS CORP COM 92886T201 32,203 2,233,681 SH   SOLE   2,233,681 0 0
WESTERN ALLIANCE BANCORP COM 957638109 44,114 474,892 SH   SOLE   474,892 0 0
WESTERN DIGITAL CORP. COM 958102105 98,775 1,386,803 SH   SOLE   1,386,803 0 0
WEX INC COM 96208T104 149,055 768,073 SH   SOLE   768,073 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 17,839 639,430 SH   SOLE   639,430 0 0
WINGSTOP INC COM 974155103 17,768 112,591 SH   SOLE   112,591 0 0
XOMETRY INC CLASS A COM 98423F109 1,300 15,000 SH   SOLE   15,000 0 0
YAMANA GOLD INC COM 98462Y100 27,605 6,549,447 SH   SOLE   6,549,447 0 0
ZOETIS INC CL A 98978V103 92,736 497,203 SH   SOLE   497,203 0 0