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
ABIOMED INC COM 003654100 61,475 185,591 SH   SOLE 2 185,591 0 0
ADAPTHEALTH CORP COM 00653Q102 6,394 398,884 SH   SOLE 1,2 209,136 0 189,748
ADVANCED ENERGY INDUSTRIES, INC. COM 007973100 8,062 93,655 SH   SOLE 1,2 49,038 0 44,617
AGCO CORPORATION COM 001084102 92,996 636,830 SH   SOLE 2 636,830 0 0
AGNICO EAGLE MINES LTD COM 008474108 33,524 547,413 SH   SOLE 2 547,413 0 0
AGREE REALTY CORP REIT 008492100 25,352 382,037 SH   SOLE 2 382,037 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 8,810 104,486 SH   SOLE 1,2 54,895 0 49,591
ALBERTSONS COS INC COM 013091103 35,099 1,055,609 SH   SOLE 2 1,055,609 0 0
ALCOA CORP COM 013872106 17,137 190,344 SH   SOLE 2 190,344 0 0
ALIGN TECHNOLOGY I COM 016255101 9,957 22,838 SH   SOLE 2 22,838 0 0
ALLY FINANCIAL INC. COM 02005N100 11,137 256,138 SH   SOLE 2 256,138 0 0
AMBARELLA INC COM G037AX101 11,090 105,696 SH   SOLE 1,2 55,508 0 50,188
AMERCO COM 023586100 22,847 38,273 SH   SOLE 2 38,273 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 13,518 804,648 SH   SOLE 2 804,648 0 0
AMERISOURCEBERGEN CORPORATION COM 03073E105 30,515 197,241 SH   SOLE 2 197,241 0 0
AMN HEALTHCARE SVS COM 001744101 19,685 188,680 SH   SOLE 1,2 123,687 0 64,993
APPLIED INDL TECHS COM 03820C105 10,475 102,034 SH   SOLE 1,2 53,609 0 48,425
APTIV PLC COM G6095L109 9,132 76,286 SH   SOLE 2 76,286 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 54,463 1,124,807 SH   SOLE 2 1,124,807 0 0
ARISTA NETWORKS INC COM 040413106 21,406 154,021 SH   SOLE 2 154,021 0 0
AXIS CAPITAL HOLDINGS LIMITED COM G0692U109 56,866 940,405 SH   SOLE 2 940,405 0 0
AXOS FINANCIAL INC COM 05465C100 8,180 176,338 SH   SOLE 1,2 92,380 0 83,958
BAKER HUGHES COMPANY COM 05722G100 142,016 3,900,479 SH   SOLE 2 3,900,479 0 0
BALCHEM CORP COM 057665200 11,036 80,732 SH   SOLE 1,2 42,359 0 38,373
BEST BUY INC COM 086516101 23,313 256,464 SH   SOLE 2 256,464 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 50,143 650,360 SH   SOLE 2 650,360 0 0
BLACK KNIGHT INC COM 09215C105 8,460 145,893 SH   SOLE 2 145,893 0 0
BOOZ ALLEN HAMILTON INC COM 099502106 16,404 186,746 SH   SOLE 2 186,746 0 0
BOX INC. COM 10316T104 12,323 424,040 SH   SOLE 1,2 222,086 0 201,954
BROWN & BROWN INC COM 115236101 87,114 1,205,395 SH   SOLE 2 1,205,395 0 0
BRUNSWICK CORPORATION COM 117043109 5,173 63,946 SH   SOLE 2 63,946 0 0
BURLINGTON STORES INC. COM 122017106 59,117 324,514 SH   SOLE 2 324,514 0 0
BWX TECHNOLOGIES INC COM 05605H100 21,821 405,139 SH   SOLE 2 405,139 0 0
CARETRUST REIT INC REIT 14174T107 8,011 415,087 SH   SOLE 1,2 217,616 0 197,471
CARRIER GLOB CORP COM 14448C104 18,410 401,345 SH   SOLE 2 401,345 0 0
CASEYS GEN STORES COM 147528103 43,424 219,127 SH   SOLE 2 219,127 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 44,950 392,853 SH   SOLE 2 392,853 0 0
CENTERPOINT ENERGY INC COM 15189T107 81,038 2,644,832 SH   SOLE 2 2,644,832 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 23,147 224,595 SH   SOLE 2 224,595 0 0
CHAMPIONX CORP COM 15872M104 41,729 1,704,605 SH   SOLE 2 1,704,605 0 0
CHART INDUSTRIES INC COM 16115Q308 47,783 278,183 SH   SOLE 1,2 227,838 0 50,345
CHEESECAKE FACTORY COM 163072101 7,110 178,684 SH   SOLE 1,2 93,949 0 84,735
CHESAPEAKE ENERGY CORP COM 165167735 96,542 1,109,683 SH   SOLE 2 1,109,683 0 0
CHIPOTLE MEXICAN G COM 169656105 6,320 3,995 SH   SOLE 2 3,995 0 0
CMS ENERGY CORPORATION COM 125896100 65,613 938,138 SH   SOLE 2 938,138 0 0
COHEN & STEERS INC COM 19247A100 12,525 145,825 SH   SOLE 1,2 76,556 0 69,269
COHERUS BIOSCIENCES INC COM 19249H103 7,689 595,587 SH   SOLE 1,2 312,274 0 283,313
COMERICA INCORPORATED COM 200340107 42,201 466,669 SH   SOLE 2 466,669 0 0
COPART INC COM 217204106 2,765 22,041 SH   SOLE 2 22,041 0 0
CORE LABORATORIES COM N22717107 6,370 201,381 SH   SOLE 1,2 105,441 0 95,940
COSTAR GROUP INC COM 22160N109 3,040 45,639 SH   SOLE 2 45,639 0 0
CRACKER BARREL OLD COM 22410J106 6,105 51,418 SH   SOLE 1,2 26,975 0 24,443
CREDO TECHNOLOGY GROUP HOLDING COM G25457105 8,254 541,924 SH   SOLE 1,2 285,692 0 256,232
DARLING INGREDIENTS, INC COM 237266101 143,898 1,790,223 SH   SOLE 2 1,790,223 0 0
DELTA AIR LINES INC COM 247361702 29,114 735,759 SH   SOLE 2 735,759 0 0
DESCARTES SYS GROUP INC COM 249906108 10,767 146,972 SH   SOLE 1,2 77,080 0 69,892
DEVON ENERGY CORPORATION COM 25179M103 5,856 99,037 SH   SOLE 2 99,037 0 0
DEXCOM INC COM 252131107 4,527 8,849 SH   SOLE 2 8,849 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 43,317 393,114 SH   SOLE 2 393,114 0 0
DOCUSIGN INC COM 256163106 32,918 307,296 SH   SOLE 2 307,296 0 0
DOLLAR GENERAL CORPORATION COM 256677105 18,241 81,935 SH   SOLE 2 81,935 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 82,008 2,513,257 SH   SOLE 2 2,513,257 0 0
DYCOM INDUSTRIES, INC. COM 267475101 10,347 108,617 SH   SOLE 1,2 56,908 0 51,709
EAGLE MATERIALS INC. COM 26969P108 38,497 299,914 SH   SOLE 2 299,914 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 8,376 169,238 SH   SOLE 1,2 88,809 0 80,429
EASTGROUP PROPERTIES, INC. REIT 277276101 53,821 264,763 SH   SOLE 2 264,763 0 0
EASTMAN CHEMICAL COMPANY COM 277432100 16,022 142,974 SH   SOLE 2 142,974 0 0
EATON CORP PLC COM G29183103 5,553 36,591 SH   SOLE 2 36,591 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 3,135 26,635 SH   SOLE 2 26,635 0 0
ENPHASE ENERGY INC COM 29355A107 27,098 134,294 SH   SOLE 2 134,294 0 0
ENVESTNET INC COM 29404K106 8,334 111,959 SH   SOLE 1,2 58,720 0 53,239
EPLUS INC COM 294268107 9,743 173,787 SH   SOLE 1,2 90,995 0 82,792
EVERCORE INC COM 29977A105 12,867 115,583 SH   SOLE 2 115,583 0 0
EVEREST RE GROUP COM G3223R108 11,864 39,367 SH   SOLE 2 39,367 0 0
EVERGY INC COM 30034W106 77,131 1,128,638 SH   SOLE 2 1,128,638 0 0
EXELIXIS, INC. COM 30161Q104 32,532 1,435,014 SH   SOLE 2 1,435,014 0 0
EXP WORLD HOLDINGS INC COM 30212W100 13,914 657,228 SH   SOLE 2 657,228 0 0
FABRINET COM G3323L100 10,325 98,211 SH   SOLE 1,2 51,431 0 46,780
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 7,918 97,747 SH   SOLE 2 97,747 0 0
FORWARD AIR CORPN COM 349853101 9,825 100,480 SH   SOLE 1,2 52,616 0 47,864
FOX CORPORATION COM 35137L105 36,623 928,345 SH   SOLE 2 928,345 0 0
FREEPORT-MCMORAN INC COM 35671D857 140,668 2,828,069 SH   SOLE 2 2,828,069 0 0
G-III APPAREL GP COM 36237H101 7,392 273,258 SH   SOLE 1,2 143,120 0 130,138
GARMIN LTD COM H2906T109 26,886 226,679 SH   SOLE 2 226,679 0 0
GARTNER INCORPORATION COM 366651107 31,147 104,709 SH   SOLE 2 104,709 0 0
GENERAC HLDGS COM 368736104 55,305 186,050 SH   SOLE 2 186,050 0 0
GLOBAL INDL CO COM 37892E102 7,613 236,197 SH   SOLE 1,2 123,718 0 112,479
GRAINGER W W INC COM 384802104 19,487 37,781 SH   SOLE 2 37,781 0 0
GREEN DOT CORP COM 39304D102 3,828 139,302 SH   SOLE 1,2 72,937 0 66,365
HAIN CELESTIAL GRP COM 405217100 67,087 1,950,206 SH   SOLE 2 1,950,206 0 0
HALLIBURTON COMPANY COM 406216101 11,357 299,902 SH   SOLE 2 299,902 0 0
HALOZYME THERAPEUT COM 40637H109 11,626 291,520 SH   SOLE 1,2 152,827 0 138,693
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 56,405 2,052,572 SH   SOLE 2 2,052,572 0 0
HEALTHCARE SERVICE COM 421906108 3,716 200,102 SH   SOLE 1,2 105,018 0 95,084
HEALTHEQUITY INC COM 42226A107 12,306 182,469 SH   SOLE 1,2 95,818 0 86,651
HECLA MINING COMPANY COM 422704106 18,373 2,796,530 SH   SOLE 2 2,796,530 0 0
HENRY SCHEIN, INC. COM 806407102 45,864 526,025 SH   SOLE 2 526,025 0 0
HERSHEY CO COM 427866108 21,961 101,376 SH   SOLE 2 101,376 0 0
HESS CORPORATION COM 42809H107 5,581 52,144 SH   SOLE 2 52,144 0 0
HEXCEL CORPORATION COM 428291108 11,795 198,329 SH   SOLE 2 198,329 0 0
HILLTOP HOLDINGS INC COM 432748101 5,558 189,057 SH   SOLE 1,2 99,083 0 89,974
HORIZON THERAPEUTICS PLC COM G46188101 11,683 111,041 SH   SOLE 2 111,041 0 0
HORMEL FOODS CORP COM 440452100 47,017 912,249 SH   SOLE 2 912,249 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 56,967 2,931,909 SH   SOLE 2 2,931,909 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 38,715 194,117 SH   SOLE 2 194,117 0 0
HUNTSMAN CORPORATION COM 447011107 57,789 1,540,618 SH   SOLE 2 1,540,618 0 0
I3 VERTICALS INC COM 46571Y107 10,165 364,855 SH   SOLE 1,2 191,318 0 173,537
IAA Inc COM 449253103 4,926 128,790 SH   SOLE 2 128,790 0 0
IAC INTERACTIVECORP NEW COM 44891N208 9,396 93,696 SH   SOLE 2 93,696 0 0
ICU MEDICAL INC COM 44930G107 10,313 46,323 SH   SOLE 1,2 24,298 0 22,025
II-VI INCORPORATED COM 902104108 13,856 191,140 SH   SOLE 1,2 100,292 0 90,848
IMPINJ INC COM 453204109 9,169 144,308 SH   SOLE 1,2 75,570 0 68,738
INSMED INC COM 457669307 7,617 324,129 SH   SOLE 1,2 170,021 0 154,108
INSPERITY INC COM 45778Q107 12,373 123,217 SH   SOLE 1,2 64,622 0 58,595
INSTALLED BUILDING PRODUCTS INC COM 45780R101 9,511 112,569 SH   SOLE 1,2 58,977 0 53,592
INSULET CORPORATION COM 45784P101 11,503 43,182 SH   SOLE 2 43,182 0 0
INTEGER HOLDINGS CORPORATION COM 45826H109 8,991 111,587 SH   SOLE 1,2 58,433 0 53,154
JACK HENRY & ASSOC COM 426281101 53,900 273,537 SH   SOLE 2 273,537 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 3,714 23,509 SH   SOLE 2 23,509 0 0
KLA CORP COM 482480100 31,874 87,074 SH   SOLE 2 87,074 0 0
KNIGHT SWIFT TRANSN HOLDINGS INC COM 499049104 32,813 650,277 SH   SOLE 2 650,277 0 0
KRATOS DEFENSE & SEC SOLUTIONS INC COM 50077B207 8,471 413,623 SH   SOLE 1,2 216,666 0 196,957
L3HARRTECHNOLOGIES INC COM 502431109 30,916 124,427 SH   SOLE 2 124,427 0 0
LAMB WESTON HLDGS INC COM 513272104 17,549 292,921 SH   SOLE 2 292,921 0 0
LEAR CORPORATION COM 521865204 7,464 52,345 SH   SOLE 2 52,345 0 0
LEMAITRE VASCULAR COM 525558201 9,042 194,586 SH   SOLE 1,2 102,103 0 92,483
LENDINGTREE INC COM 52603B107 3,396 28,378 SH   SOLE 1,2 14,897 0 13,481
LGI HOMES INC COM 50187T106 8,955 91,672 SH   SOLE 1,2 48,006 0 43,666
LHC GROUP INC COM 50187A107 11,701 69,398 SH   SOLE 1,2 36,351 0 33,047
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 4,122 273,346 SH   SOLE 1,2 143,162 0 130,184
LIVE NATION ENTERTAINMENT, INC. COM 538034109 98,426 836,671 SH   SOLE 2 836,671 0 0
LKQ CORPORATION COM 501889208 25,114 553,043 SH   SOLE 2 553,043 0 0
LULULEMON ATHLETIC COM 550021109 33,897 92,811 SH   SOLE 2 92,811 0 0
LUMENTUM HOLDINGS INCORPORATION COM 55024U109 15,716 161,025 SH   SOLE 2 161,025 0 0
MAGNITE INC COM 55955D100 5,702 431,621 SH   SOLE 1,2 225,937 0 205,684
MARATHON PETROLEUM COMPANY COM 56585A102 39,065 456,903 SH   SOLE 2 456,903 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 42,221 109,697 SH   SOLE 2 109,697 0 0
MASIMO CORPORATION COM 574795100 22,558 154,993 SH   SOLE 2 154,993 0 0
MEDPACE HOLDINGS INC. COM 58506Q109 13,131 80,266 SH   SOLE 1,2 42,084 0 38,182
MID-AMER APT CMNTYS INC REIT 59522J103 75,854 362,158 SH   SOLE 2 362,158 0 0
MODIVCARE INC COM 60783X104 7,821 67,775 SH   SOLE 1,2 35,858 0 31,917
MOLINA HEALTHCARE, INC. COM 60855R100 22,659 67,926 SH   SOLE 2 67,926 0 0
MONRO INC COM 610236101 5,764 129,990 SH   SOLE 1,2 68,163 0 61,827
MONSTER BEVERAGE CORP COM 61174X109 6,918 86,583 SH   SOLE 2 86,583 0 0
NEOGENOMICS INC COM 64049M209 3,301 271,723 SH   SOLE 1,2 142,476 0 129,247
NEUROCRINE BIOSCIENCES INC COM 64125C109 22,652 241,621 SH   SOLE 2 241,621 0 0
NUCOR CORP COM 670346105 15,148 101,902 SH   SOLE 2 101,902 0 0
NUVASIVE INC. COM 670704105 29,680 523,452 SH   SOLE 2 523,452 0 0
NXP SEMICONDUCTORS NV COM N6596X109 4,781 25,833 SH   SOLE 2 25,833 0 0
OCCIDENTAL PETROLEUM CORPORATION COM 674599105 28,395 500,432 SH   SOLE 2 500,432 0 0
OMNICELL INC COM 68213N109 40,164 310,170 SH   SOLE 1,2 260,400 0 49,770
ON SEMICONDUCTOR CORP. COM 682189105 5,989 95,652 SH   SOLE 2 95,652 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 7,800 764,689 SH   SOLE 1,2 400,690 0 363,999
OPEN LENDING CORP COM 68373J104 3,733 197,415 SH   SOLE 1,2 103,347 0 94,068
OVINTIV INC COM 69047Q102 110,474 2,043,160 SH   SOLE 2 2,043,160 0 0
OWENS CORNING COM 690742101 31,250 341,529 SH   SOLE 2 341,529 0 0
PACIRA BIOSCIENCES INC COM 695127100 9,968 130,612 SH   SOLE 1,2 68,427 0 62,185
PARKER-HANNIFIN CORPORATION COM 701094104 19,401 68,371 SH   SOLE 2 68,371 0 0
PATRICK INDS INC COM 703343103 7,188 119,201 SH   SOLE 1,2 62,548 0 56,653
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 10,962 215,319 SH   SOLE 1,2 112,979 0 102,340
PIONEER NATURAL RESOURCES CO COM 723787107 152,372 609,416 SH   SOLE 2 609,416 0 0
PLEXUS CORP COM 729132100 8,207 100,314 SH   SOLE 1,2 52,531 0 47,783
POLARIS INC COM 731068102 22,621 214,780 SH   SOLE 2 214,780 0 0
POWER INTEGRATIONS COM 739276103 11,048 119,204 SH   SOLE 1,2 62,410 0 56,794
PROTO LABS INC COM 743713109 3,553 67,159 SH   SOLE 1,2 35,205 0 31,954
PURE STORAGE INC COM 74624M102 41,268 1,168,734 SH   SOLE 2 1,168,734 0 0
PURPLE INNOVATION, INC. COM 74640Y106 1,844 315,261 SH   SOLE 1,2 165,414 0 149,847
QUALYS INC COM 74758T303 12,215 85,773 SH   SOLE 1,2 44,922 0 40,851
QUANTA SERVICES, INC. COM 74762E102 66,196 502,968 SH   SOLE 2 502,968 0 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 52,901 1,167,017 SH   SOLE 2 1,167,017 0 0
REGAL REXNORD CORPORATION COM 758750103 15,278 102,686 SH   SOLE 2 102,686 0 0
ROBERT HALF INTL COM 770323103 23,179 203,007 SH   SOLE 2 203,007 0 0
ROKU INC COM 77543R102 16,738 133,617 SH   SOLE 2 133,617 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 66,469 793,378 SH   SOLE 2 793,378 0 0
SEMTECH CORPORATION COM 816850101 10,953 157,960 SH   SOLE 1,2 82,867 0 75,093
SERVICE CORP INTL COM 817565104 5,745 87,287 SH   SOLE 2 87,287 0 0
SIGNATURE BANK COM 82669G104 50,933 173,541 SH   SOLE 2 173,541 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 24,791 186,007 SH   SOLE 2 186,007 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 21,188 65,727 SH   SOLE 2 65,727 0 0
SOUTHWEST AIRLINES CO COM 844741108 92,502 2,019,705 SH   SOLE 2 2,019,705 0 0
SPLUNK INC COM 848637104 100,405 675,627 SH   SOLE 2 675,627 0 0
SPOTIFY TECH SA COM L8681T102 44,777 296,497 SH   SOLE 2 296,497 0 0
STAG INDUSTRIAL, INC. REIT 85254J102 108,896 2,633,519 SH   SOLE 2 2,633,519 0 0
STONERIDGE INC. COM 86183P102 5,753 277,110 SH   SOLE 1,2 145,133 0 131,977
SUPERNUS PHARMACEUTICALS, INC COM 868459108 11,272 348,764 SH   SOLE 1,2 184,641 0 164,123
SVB FINANCIAL GROUP COM 78486Q101 15,251 27,261 SH   SOLE 2 27,261 0 0
SYNOVUS FINANCIAL CORP. COM 87161C501 76,998 1,571,380 SH   SOLE 2 1,571,380 0 0
TACTILE SYSTEMS TECHNOLOGY INC COM 87357P100 3,752 186,088 SH   SOLE 1,2 97,343 0 88,745
TELEFLEX INC COM 879369106 21,941 61,836 SH   SOLE 2 61,836 0 0
TERADATA CORP COM 88076W103 95,674 1,941,046 SH   SOLE 2 1,941,046 0 0
TERADYNE INC. COM 880770102 14,759 124,831 SH   SOLE 2 124,831 0 0
TEXAS ROADHOUSE COM 882681109 19,695 235,224 SH   SOLE 2 235,224 0 0
TEXTRON INC. COM 883203101 38,450 516,936 SH   SOLE 2 516,936 0 0
THE CLOROX COMPANY COM 189054109 10,761 77,401 SH   SOLE 2 77,401 0 0
THE MOSAIC COMPANY COM 61945C103 81,114 1,219,762 SH   SOLE 2 1,219,762 0 0
THE TIMKEN COMPANY COM 887389104 27,665 455,769 SH   SOLE 2 455,769 0 0
THOR INDUSTRIES COM 885160101 27,734 352,403 SH   SOLE 1,2 312,259 0 40,144
THORNE HEALTHTECH INC COM COM 885260109 1,678 263,898 SH   SOLE 1,2 138,329 0 125,569
TPI COMPOSITES INC COM 87266J104 3,938 280,119 SH   SOLE 1,2 146,620 0 133,499
TTEC HOLDINGS INC COM 89854H102 7,723 93,586 SH   SOLE 1,2 49,072 0 44,514
TWILIO INC COM 90138F102 16,095 97,660 SH   SOLE 2 97,660 0 0
TWITTER INC COM 90184L102 25,638 662,640 SH   SOLE 2 662,640 0 0
TYSON FOODS, INC. COM 902494103 34,628 386,341 SH   SOLE 2 386,341 0 0
ULTA BEAUTY INC COM 90384S303 57,072 143,318 SH   SOLE 2 143,318 0 0
ULTRA CLEAN HOLDINGS INC COM 90385V107 6,095 143,789 SH   SOLE 1,2 75,519 0 68,270
UMH PROPERTIES INC REIT 903002103 7,226 293,840 SH   SOLE 1,2 154,370 0 139,470
UNITED RENTALS, INC. COM 911363109 53,651 151,040 SH   SOLE 2 151,040 0 0
UNIVERSAL DISPLAY COM 91347P105 7,996 47,894 SH   SOLE 2 47,894 0 0
UPLAND SOFTWARE INC COM 91544A109 6,076 345,010 SH   SOLE 1,2 181,138 0 163,872
US PHYSICAL THERAP COM 90337L108 8,976 90,252 SH   SOLE 1,2 47,257 0 42,995
VAIL RESORTS, INC. COM 91879Q109 2,674 10,273 SH   SOLE 2 10,273 0 0
VALARIS LIMITED COM G9460G101 29,876 574,874 SH   SOLE 2 574,874 0 0
VAREX IMAGING CORPORATION COM 92214X106 4,451 209,069 SH   SOLE 1,2 109,482 0 99,587
VERICEL CORPORATION COM 92346J108 13,239 346,397 SH   SOLE 1,2 181,388 0 165,009
VERINT SYSTEMS INC COM 92343X100 9,269 179,287 SH   SOLE 1,2 94,033 0 85,254
VERTEX PHARMACEUTICALS INC COM 92532F100 70,601 270,533 SH   SOLE 2 270,533 0 0
VOYA FINANCIAL INC COM 929089100 26,739 403,005 SH   SOLE 2 403,005 0 0
VULCAN MATERIALS COMPANY COM 929160109 38,788 211,147 SH   SOLE 2 211,147 0 0
WEC ENERGY GRP INC COM 92939U106 69,936 700,692 SH   SOLE 2 700,692 0 0
WESTLAKE CORP COM 960413102 31,664 256,593 SH   SOLE 2 256,593 0 0
WHITE MOUNTNS INSU COM G9618E107 46,657 41,063 SH   SOLE 2 41,063 0 0
YETI HLDGS INC COM 98585X104 8,099 135,026 SH   SOLE 2 135,026 0 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 17,441 42,158 SH   SOLE 2 42,158 0 0
ZIFF DAVIS, INC COM 48123V102 10,529 108,793 SH   SOLE 1,2 58,248 0 50,545
ZYNGA INC COM 98986T108 14,292 1,546,711 SH   SOLE 2 1,546,711 0 0