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
AECOM COM 00766T100   6,825,591 80,595 SH   SOLE   80,595 0 0
ALIGHT INC COM CL A 01626W101   9,669,411 1,046,473 SH   SOLE   1,046,473 0 0
AMAZON COM INC COM 023135106   5,456,739 41,859 SH   SOLE   41,859 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   3,129,937 21,926 SH   SOLE   21,926 0 0
AMPHENOL CORP NEW CL A 032095101   8,648,675 101,809 SH   SOLE   101,809 0 0
ANALOG DEVICES INC COM 032654105   3,238,716 16,625 SH   SOLE   16,625 0 0
API GROUP CORP COM STK 00187Y100   4,075,261 149,496 SH   SOLE   149,496 0 0
GALLAGHER ARTHUR J & CO COM 363576109   12,521,199 57,026 SH   SOLE   57,026 0 0
BELDEN INC COM 077454106   7,162,846 74,886 SH   SOLE   74,886 0 0
BLOOMIN BRANDS INC COM 094235108   2,397,674 89,166 SH   SOLE   89,166 0 0
BRINKS CO COM 109696104   7,744,626 114,177 SH   SOLE   114,177 0 0
CACI INTL INC CL A 127190304   3,352,502 9,836 SH   SOLE   9,836 0 0
CASELLA WASTE SYS INC CL A 147448104   4,957,655 54,811 SH   SOLE   54,811 0 0
CHARLES RIV LABS INTL INC COM 159864107   2,972,304 14,137 SH   SOLE   14,137 0 0
CHURCHILL DOWNS INC COM 171484108   5,942,977 42,703 SH   SOLE   42,703 0 0
CLEAN HARBORS INC COM 184496107   6,227,293 37,872 SH   SOLE   37,872 0 0
COMERICA INC COM 200340107   1,688,724 39,866 SH   SOLE   39,866 0 0
COOPER COS INC COM NEW 216648402   12,575,354 32,797 SH   SOLE   32,797 0 0
CRANE COMPANY COMMON STOCK 224408104   2,220,514 24,916 SH   SOLE   24,916 0 0
CROWN HLDGS INC COM 228368106   4,167,067 47,969 SH   SOLE   47,969 0 0
DENTSPLY SIRONA INC COM 24906P109   1,575,828 39,376 SH   SOLE   39,376 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500   6,895,845 56,798 SH   SOLE   56,798 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   2,354,220 87,000 SH   SOLE   87,000 0 0
DUCOMMUN INC DEL COM 264147109   2,623,960 60,224 SH   SOLE   60,224 0 0
ELECTRONIC ARTS INC COM 285512109   901,934 6,954 SH   SOLE   6,954 0 0
EQUINIX INC COM 29444U700   4,474,730 5,708 SH   SOLE   5,708 0 0
EVERI HLDGS INC COM 30034T103   1,297,019 89,697 SH   SOLE   89,697 0 0
FISERV INC COM 337738108   14,739,744 116,843 SH   SOLE   116,843 0 0
FIVE9 INC COM 338307101   1,232,545 14,949 SH   SOLE   14,949 0 0
FLEX LTD ORD Y2573F102   8,023,809 290,297 SH   SOLE   290,297 0 0
FMC CORP COM NEW 302491303   1,039,852 9,966 SH   SOLE   9,966 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   6,093,000 75,000 SH   SOLE   75,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   5,417,644 139,630 SH   SOLE   139,630 0 0
GLOBAL PMTS INC COM 37940X102   11,920,920 121,000 SH   SOLE   121,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   2,726,821 199,329 SH   SOLE   199,329 0 0
HCA HEALTHCARE INC COM 40412C101   10,283,420 33,885 SH   SOLE   33,885 0 0
HUB GROUP INC CL A 443320106   800,469 9,966 SH   SOLE   9,966 0 0
ICON PLC SHS G4705A100   12,352,124 49,369 SH   SOLE   49,369 0 0
LANTHEUS HLDGS INC COM 516544103   4,266,409 50,839 SH   SOLE   50,839 0 0
LPL FINL HLDGS INC COM 50212V100   9,034,869 41,553 SH   SOLE   41,553 0 0
MASCO CORP COM 574599106   5,288,887 92,173 SH   SOLE   92,173 0 0
MODINE MFG CO COM 607828100   3,784,554 114,614 SH   SOLE   114,614 0 0
NEXTRACKER INC CLASS A COM 65290E101   1,791,450 45,000 SH   SOLE   45,000 0 0
NICE LTD SPONSORED ADR 653656108   9,672,667 46,841 SH   SOLE   46,841 0 0
NVENT ELECTRIC PLC SHS G6700G107   4,634,541 89,695 SH   SOLE   89,695 0 0
NXP SEMICONDUCTORS N V COM N6596X109   9,500,222 46,415 SH   SOLE   46,415 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   15,869,444 16,612 SH   SOLE   16,612 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   8,552,318 23,130 SH   SOLE   23,130 0 0
ON SEMICONDUCTOR CORP COM 682189105   15,561,153 164,529 SH   SOLE   164,529 0 0
PAYCOM SOFTWARE INC COM 70432V102   7,203,486 22,424 SH   SOLE   22,424 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   11,409,095 189,394 SH   SOLE   189,394 0 0
POOL CORP COM 73278L105   3,310,319 8,836 SH   SOLE   8,836 0 0
PTC INC COM 69370C100   6,736,624 47,341 SH   SOLE   47,341 0 0
REGAL REXNORD CORPORATION COM 758750103   5,675,063 36,875 SH   SOLE   36,875 0 0
REGAL REXNORD CORPORATION COM 758750103   4,016,790 261 SH   SOLE   261 0 0
SAIA INC COM 78709Y105   13,339,609 38,958 SH   SOLE   38,958 0 0
SEAWORLD ENTMT INC COM 81282V100   12,170,133 217,285 SH   SOLE   217,285 0 0
SHERWIN WILLIAMS CO COM 824348106   5,623,448 21,179 SH   SOLE   21,179 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,472,806 17,702 SH   SOLE   17,702 0 0
SPDR SER TR S&P REGL BKG 78464A698   2,613,528 64,010 SH   SOLE   64,010 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   7,940,179 19,314 SH   SOLE   19,314 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   10,514,377 129,201 SH   SOLE   129,201 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,549,917 16,387 SH   SOLE   16,387 0 0
TRACTOR SUPPLY CO COM 892356106   3,692,812 16,702 SH   SOLE   16,702 0 0
US FOODS HLDG CORP COM 912008109   3,288,868 74,747 SH   SOLE   74,747 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   4,938,147 199,360 SH   SOLE   199,360 0 0
WASTE CONNECTIONS INC COM 94106B101   6,690,696 46,811 SH   SOLE   46,811 0 0
WESCO INTL INC COM 95082P105   7,645,683 42,699 SH   SOLE   42,699 0 0
WESTERN ALLIANCE BANCORP COM 957638109   3,452,433 94,665 SH   SOLE   94,665 0 0
YUM BRANDS INC COM 988498101   5,781,414 41,728 SH   SOLE   41,728 0 0
ZOETIS INC CL A 98978V103   3,446,267 20,012 SH   SOLE   20,012 0 0