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
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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
SoFi Technologies Inc Common Stock 83406F102   3,310,555 396,949 SH   SOLE   396,949 0 0
Harmonic Inc Common Stock 413160102   4,136,367 255,805 SH   SOLE   255,805 0 0
Sprinklr Inc Common Stock 85208T107   3,410,091 246,572 SH   SOLE   246,572 0 0
Celestica Inc Common Stock 15101Q108   3,566,309 245,404 SH   SOLE   245,404 0 0
Integral Ad Science Holding Corp Common Stock 45828L108   4,095,700 227,792 SH   SOLE   227,792 0 0
Vipshop Holdings Ltd Common Stock 92763W103   3,718,308 225,352 SH   SOLE   225,352 0 0
Bridgebio Pharma Inc Common Stock 10806X102   3,839,625 223,234 SH   SOLE   223,234 0 0
Vertiv Holdings Co Common Stock 92537N108   5,466,665 220,697 SH   SOLE   220,697 0 0
ImmunoGen Inc Common Stock 45253H101   4,128,303 218,776 SH   SOLE   218,776 0 0
Credo Technology Group Holding Ltd Common Stock G25457105   3,689,866 212,795 SH   SOLE   212,795 0 0
Norwegian Cruise Line Holdings Ltd Common Stock G66721104   4,171,851 191,633 SH   SOLE   191,633 0 0
Silver Lake Management LLC Common Stock G8232Y101   5,388,260 185,738 SH   SOLE   185,738 0 0
Life Time Group Holdings Inc Common Stock 53190C102   3,632,557 184,675 SH   SOLE   184,675 0 0
Osisko Gold Royalties Ltd Common Stock 68827L101   2,500,730 162,529 SH   SOLE   162,529 0 0
Extreme Networks Inc Common Stock 30226D106   4,215,698 161,831 SH   SOLE   161,728 0 103
ATS Corp Common Stock 00217Y104   7,287,699 158,219 SH   SOLE   158,219 0 0
FTAI Aviation Ltd Common Stock G3730V105   4,766,223 150,544 SH   SOLE   150,544 0 0
Tri Pointe Homes Inc Common Stock 87265H109   4,766,606 145,058 SH   SOLE   145,058 0 0
BellRing Brands Inc Common Stock 07831C103   4,553,772 124,420 SH   SOLE   124,346 0 74
Sun Corp Common Stock M2197Q107   866,959 120,411 SH   SOLE   120,411 0 0
DoubleVerify Holdings Inc Common Stock 25862V105   4,663,317 119,818 SH   SOLE   119,818 0 0
Cerence Inc Common Stock 156727109   3,275,660 112,065 SH   SOLE   112,065 0 0
Valvoline Inc Common Stock 92047W101   4,025,461 107,317 SH   SOLE   107,317 0 0
Pure Storage Inc Common Stock 74624M102   3,744,778 101,705 SH   SOLE   101,633 0 72
Taylor Morrison Home Corp Common Stock 87724P106   4,819,842 98,828 SH   SOLE   98,828 0 0
Camtek Ltd/Israel Common Stock M20791105   3,464,732 97,242 SH   SOLE   97,242 0 0
Braze Inc Common Stock 10576N102   3,948,107 90,160 SH   SOLE   90,160 0 0
C3.ai Inc Common Stock 12468P104   2,942,597 80,774 SH   SOLE   80,774 0 0
nVent Electric PLC Common Stock G6700G107   3,974,870 76,928 SH   SOLE   76,928 0 0
GXO Logistics Inc Common Stock 36262G101   4,523,040 72,000 SH   SOLE   72,000 0 0
Zillow Group Inc Common Stock 98954M200   3,571,727 71,065 SH   SOLE   71,065 0 0
Prothena Corp PLC Common Stock G72800108   4,839,140 70,872 SH   SOLE   70,872 0 0
Rambus Inc Common Stock 750917106   4,515,515 70,368 SH   SOLE   70,368 0 0
KBR Inc Common Stock 48242W106   4,522,321 69,510 SH   SOLE   69,468 0 42
PulteGroup Inc Common Stock 745867101   5,394,876 69,450 SH   SOLE   69,450 0 0
Allison Transmission Holdings Inc Common Stock 01973R101   3,882,867 68,772 SH   SOLE   68,772 0 0
Federal Signal Corp Common Stock 313855108   4,390,025 68,562 SH   SOLE   68,562 0 0
Tidewater Inc Common Stock 88642R109   3,745,249 67,555 SH   SOLE   67,555 0 0
Carpenter Technology Corp Common Stock 144285103   3,682,690 65,610 SH   SOLE   65,610 0 0
Itron Inc Common Stock 465741106   4,581,306 63,541 SH   SOLE   63,541 0 0
Molson Coors Beverage Co Common Stock 60871R209   4,146,933 62,985 SH   SOLE   62,947 0 38
TransMedics Group Inc Common Stock 89377M109   5,185,177 61,743 SH   SOLE   61,743 0 0
Exact Sciences Corp Common Stock 30063P105   5,764,521 61,390 SH   SOLE   61,359 0 31
Stantec Inc Common Stock 85472N109   3,782,095 57,864 SH   SOLE   57,864 0 0
Iridium Communications Inc Common Stock 46269C102   3,375,663 54,341 SH   SOLE   54,341 0 0
Shake Shack Inc Common Stock 819047101   4,053,331 52,153 SH   SOLE   52,153 0 0
elf Beauty Inc Common Stock 26856L103   5,862,627 51,323 SH   SOLE   51,323 0 0
Merit Medical Systems Inc Common Stock 589889104   4,258,782 50,918 SH   SOLE   50,887 0 31
SPX Technologies Inc Common Stock 78473E103   4,301,861 50,628 SH   SOLE   50,628 0 0
Arcosa Inc Common Stock 039653100   3,802,139 50,180 SH   SOLE   50,180 0 0
North American Construction Group Ltd Common Stock 656811106   960,800 50,153 SH   SOLE   50,153 0 0
Altair Engineering Inc Common Stock 021369103   3,701,371 48,805 SH   SOLE   48,805 0 0
InterDigital Inc Common Stock 45867G101   4,687,986 48,555 SH   SOLE   48,555 0 0
Belden Inc Common Stock 077454106   4,239,113 44,319 SH   SOLE   44,319 0 0
Onto Innovation Inc Common Stock 683344105   5,081,703 43,631 SH   SOLE   43,631 0 0
Boise Cascade Co Common Stock 09739D100   3,755,759 41,569 SH   SOLE   41,569 0 0
EnerSys Common Stock 29275Y102   4,501,844 41,484 SH   SOLE   41,484 0 0
Monday.com Ltd Common Stock M7S64H106   7,096,042 41,444 SH   SOLE   41,414 0 30
Owens Corning Common Stock 690742101   4,831,893 37,026 SH   SOLE   37,026 0 0
Comfort Systems USA Inc Common Stock 199908104   6,028,768 36,716 SH   SOLE   36,702 0 14
Builders FirstSource Inc Common Stock 12008R107   4,905,112 36,067 SH   SOLE   36,041 0 26
Krystal Biotech Inc Common Stock 501147102   4,128,958 35,170 SH   SOLE   35,170 0 0
EMCOR Group Inc Common Stock 29084Q100   6,451,594 34,915 SH   SOLE   34,915 0 0
Moog Inc Common Stock 615394202   3,669,814 33,845 SH   SOLE   33,845 0 0
Celsius Holdings Inc Common Stock 15118V207   4,748,420 31,828 SH   SOLE   31,809 0 19
AAON Inc Common Stock 000360206   2,961,391 31,235 SH   SOLE   31,235 0 0
Badger Meter Inc Common Stock 056525108   4,560,932 30,909 SH   SOLE   30,886 0 23
Crane NXT Co Common Stock 224441105   1,684,621 29,848 SH   SOLE   29,848 0 0
MYR Group Inc Common Stock 55405W104   3,935,358 28,447 SH   SOLE   28,447 0 0
Clean Harbors Inc Common Stock 184496107   4,378,278 26,627 SH   SOLE   26,615 0 12
Axcelis Technologies Inc Common Stock 054540208   4,633,483 25,274 SH   SOLE   25,274 0 0
UFP Technologies Inc Common Stock 902673102   4,343,985 22,409 SH   SOLE   22,409 0 0
NewView Capital Management LLC Common Stock 26603R106   3,137,247 21,948 SH   SOLE   21,948 0 0
Eagle Materials Inc Common Stock 26969P108   4,035,620 21,648 SH   SOLE   21,634 0 14
Super Micro Computer Inc Common Stock 86800U104   4,407,737 17,684 SH   SOLE   17,684 0 0
Roark Capital Group Inc Common Stock 974155103   3,236,988 16,172 SH   SOLE   16,172 0 0
TopBuild Corp Common Stock 89055F103   4,092,718 15,385 SH   SOLE   15,385 0 0
Inspire Medical Systems Inc Common Stock 457730109   4,376,797 13,482 SH   SOLE   13,474 0 8
Penumbra Inc Common Stock 70975L107   4,555,011 13,239 SH   SOLE   13,231 0 8
Deckers Outdoor Corp Common Stock 243537107   3,378,080 6,402 SH   SOLE   6,398 0 4
First Citizens BancShares Inc/NC Common Stock 31946M103   5,317,334 4,143 SH   SOLE   4,140 0 3