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
AAON INC COM PAR $0.004 000360206 6,896 123,747 SH   SOLE   123,747 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 54,851 162,651 SH   SOLE   162,651 0 0
ACI WORLDWIDE INC COM 004498101 2,497 79,300 SH   SOLE   79,300 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 37,771 82,900 SH   SOLE   82,900 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,220 31,000 SH   SOLE   31,000 0 0
ALARM COM HLDGS INC COM 011642105 2,432 36,600 SH   SOLE   36,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,637 61,000 SH   SOLE   61,000 0 0
ALPHABET INC CAP STK CL A 02079K305 29,760 10,700 SH   SOLE   10,700 0 0
AMAZON COM INC COM 023135106 34,239 10,503 SH   SOLE   10,503 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 34,962 240,092 SH   SOLE   240,092 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,276 21,000 SH   SOLE   21,000 0 0
AMETEK INC COM 031100100 4,661 35,000 SH   SOLE   35,000 0 0
AMN HEALTHCARE SVCS INC COM 001744101 4,241 40,651 SH   SOLE   40,651 0 0
ANSYS INC COM 03662Q105 35,672 112,300 SH   SOLE   112,300 0 0
AON PLC SHS CL A G0403H108 30,902 94,900 SH   SOLE   94,900 0 0
APPLE INC COM 037833100 27,073 155,047 SH   SOLE   155,047 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,392 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 20,507 174,527 SH   SOLE   174,527 0 0
ARCH CAP GROUP LTD ORD G0450A105 34,596 714,500 SH   SOLE   714,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 3,508 21,900 SH   SOLE   21,900 0 0
ASGN INC COM 00191U102 1,762 15,100 SH   SOLE   15,100 0 0
AUTOZONE INC COM 053332102 5,725 2,800 SH   SOLE   2,800 0 0
BALCHEM CORP COM 057665200 4,087 29,900 SH   SOLE   29,900 0 0
BALL CORP COM 058498106 1,296 14,400 SH   SOLE   14,400 0 0
BERKLEY W R CORP COM 084423102 45,887 689,094 SH   SOLE   689,094 0 0
BIO RAD LABS INC CL A 090572207 7,660 13,600 SH   SOLE   13,600 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 21,935 185,000 SH   SOLE   185,000 0 0
BK OF AMERICA CORP COM 060505104 24,732 600,000 SH   SOLE   600,000 0 0
BLACKSTONE INC COM 09260D107 14,217 112,000 SH   SOLE   112,000 0 0
BROADCOM INC COM 11135F101 5,992 9,516 SH   SOLE   9,516 0 0
CACI INTL INC CL A 127190304 1,597 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 68,942 419,200 SH   SOLE   419,200 0 0
CALAVO GROWERS INC COM 128246105 2,158 59,200 SH   SOLE   59,200 0 0
CARLISLE COS INC COM 142339100 8,165 33,200 SH   SOLE   33,200 0 0
CAVCO INDS INC DEL COM 149568107 5,010 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 23,853 298,800 SH   SOLE   298,800 0 0
CHARLES RIV LABS INTL INC COM 159864107 4,827 17,000 SH   SOLE   17,000 0 0
CHEMED CORP NEW COM 16359R103 47,464 93,700 SH   SOLE   93,700 0 0
CHURCH & DWIGHT CO INC COM 171340102 9,916 99,778 SH   SOLE   99,778 0 0
CHURCHILL DOWNS INC COM 171484108 32,911 148,395 SH   SOLE   148,395 0 0
CINTAS CORP COM 172908105 61,076 143,577 SH   SOLE   143,577 0 0
CITIGROUP INC COM NEW 172967424 11,214 210,000 SH   SOLE   210,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 13,100 69,000 SH   SOLE   69,000 0 0
CONCENTRIX CORP COM 20602D101 4,747 28,500 SH   SOLE   28,500 0 0
CONMED CORP COM 207410101 3,372 22,700 SH   SOLE   22,700 0 0
CONSENSUS CLOUD SOLUTIONS IN COM 20848V105 788 13,100 SH   SOLE   13,100 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,303 10,000 SH   SOLE   10,000 0 0
COOPER COS INC COM NEW 216648402 10,314 24,700 SH   SOLE   24,700 0 0
COPART INC COM 217204106 7,089 56,500 SH   SOLE   56,500 0 0
COSTAR GROUP INC COM 22160N109 6,861 103,000 SH   SOLE   103,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 48,029 83,406 SH   SOLE   83,406 0 0
CROCS INC COM 227046109 5,478 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 12,489 55,000 SH   SOLE   55,000 0 0
DANAHER CORPORATION COM 235851102 84,431 287,837 SH   SOLE   287,837 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,903 225,000 SH   SOLE   225,000 0 0
DEXCOM INC COM 252131107 9,720 19,000 SH   SOLE   19,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 32,214 235,000 SH   SOLE   235,000 0 0
DISNEY WALT CO COM 254687106 7,269 53,000 SH   SOLE   53,000 0 0
DOMINOS PIZZA INC COM 25754A201 4,518 11,100 SH   SOLE   11,100 0 0
DRAFTKINGS INC COM CL A 26142R104 6,425 330,000 SH   SOLE   330,000 0 0
DYCOM INDS INC COM 267475101 2,372 24,900 SH   SOLE   24,900 0 0
ECOLAB INC COM 278865100 28,815 163,200 SH   SOLE   163,200 0 0
ENERSYS COM 29275Y102 6,394 85,743 SH   SOLE   85,743 0 0
ENOVA INTL INC COM 29357K103 1,318 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 2,580 26,400 SH   SOLE   26,400 0 0
ENSIGN GROUP INC COM 29358P101 6,418 71,300 SH   SOLE   71,300 0 0
EPAM SYS INC COM 29414B104 13,437 45,301 SH   SOLE   45,301 0 0
EPLUS INC COM 294268107 10,528 187,800 SH   SOLE   187,800 0 0
EQUIFAX INC COM 294429105 4,861 20,500 SH   SOLE   20,500 0 0
EQUINIX INC COM 29444U700 4,895 6,600 SH   SOLE   6,600 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 27,992 366,000 SH   SOLE   366,000 0 0
EVERBRIDGE INC COM 29978A104 2,387 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 21,256 304,000 SH   SOLE   304,000 0 0
EXELIXIS INC COM 30161Q104 32,191 1,420,000 SH   SOLE   1,420,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 12,350 86,200 SH   SOLE   86,200 0 0
EXPONENT INC COM 30214U102 37,320 345,400 SH   SOLE   345,400 0 0
FABRINET SHS G3323L100 2,754 26,200 SH   SOLE   26,200 0 0
FAIR ISAAC CORP COM 303250104 45,107 96,700 SH   SOLE   96,700 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 17,211 171,387 SH   SOLE   171,387 0 0
FIRST FINL BANKSHARES INC COM 32020R109 9,111 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 44,900 442,800 SH   SOLE   442,800 0 0
FIVE9 INC COM 338307101 9,263 83,900 SH   SOLE   83,900 0 0
FTI CONSULTING INC COM 302941109 5,691 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 32,247 108,408 SH   SOLE   108,408 0 0
GATX CORP COM 361448103 1,418 11,500 SH   SOLE   11,500 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 14,722 425,000 SH   SOLE   425,000 0 0
GLOBAL PMTS INC COM 37940X102 6,279 45,887 SH   SOLE   45,887 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 13,534 41,000 SH   SOLE   41,000 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 3,692 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 16,723 108,916 SH   SOLE   108,916 0 0
HELEN OF TROY LTD COM G4388N106 4,504 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 14,780 75,008 SH   SOLE   75,008 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,097 27,000 SH   SOLE   27,000 0 0
HOME DEPOT INC COM 437076102 3,296 11,011 SH   SOLE   11,011 0 0
ICU MED INC COM 44930G107 6,434 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167R104 575 3,000 SH   SOLE   3,000 0 0
IDEXX LABS INC COM 45168D104 44,312 81,000 SH   SOLE   81,000 0 0
INSPERITY INC COM 45778Q107 2,129 21,200 SH   SOLE   21,200 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,261 95,000 SH   SOLE   95,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 7,322 450,000 SH   SOLE   450,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 41,210 311,913 SH   SOLE   311,913 0 0
INTUIT COM 461202103 56,848 118,226 SH   SOLE   118,226 0 0
IQVIA HLDGS INC COM 46266C105 6,220 26,900 SH   SOLE   26,900 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 3,197 20,300 SH   SOLE   20,300 0 0
ITRON INC COM 465741106 3,161 60,000 SH   SOLE   60,000 0 0
J & J SNACK FOODS CORP COM 466032109 21,838 140,800 SH   SOLE   140,800 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,270 27,600 SH   SOLE   27,600 0 0
JPMORGAN CHASE & CO COM 46625H100 11,996 88,000 SH   SOLE   88,000 0 0
KADANT INC COM 48282T104 2,622 13,500 SH   SOLE   13,500 0 0
LANCASTER COLONY CORP COM 513847103 835 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 5,098 33,800 SH   SOLE   33,800 0 0
LCI INDS COM 50189K103 3,947 38,019 SH   SOLE   38,019 0 0
LENDINGTREE INC NEW COM 52603B107 2,322 19,400 SH   SOLE   19,400 0 0
LENNOX INTL INC COM 526107107 25,219 97,800 SH   SOLE   97,800 0 0
LHC GROUP INC COM 50187A107 1,366 8,100 SH   SOLE   8,100 0 0
LITHIA MTRS INC COM 536797103 2,851 9,500 SH   SOLE   9,500 0 0
LITTELFUSE INC COM 537008104 2,295 9,200 SH   SOLE   9,200 0 0
LIVEPERSON INC COM 538146101 1,150 47,100 SH   SOLE   47,100 0 0
LYFT INC CL A COM 55087P104 19,968 520,000 SH   SOLE   520,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 61,079 170,909 SH   SOLE   170,909 0 0
MATCH GROUP INC NEW COM 57667L107 10,657 98,000 SH   SOLE   98,000 0 0
MAXIMUS INC COM 577933104 3,590 47,900 SH   SOLE   47,900 0 0
MEDIFAST INC COM 58470H101 1,095 6,414 SH   SOLE   6,414 0 0
MEDPACE HLDGS INC COM 58506Q109 2,601 15,900 SH   SOLE   15,900 0 0
MERCURY SYS INC COM 589378108 3,242 50,300 SH   SOLE   50,300 0 0
META PLATFORMS INC CL A 30303M102 25,352 114,014 SH   SOLE   114,014 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 34,197 24,903 SH   SOLE   24,903 0 0
MICRON TECHNOLOGY INC COM 595112103 19,083 245,000 SH   SOLE   245,000 0 0
MICROSOFT CORP COM 594918104 24,057 78,028 SH   SOLE   78,028 0 0
MONOLITHIC PWR SYS INC COM 609839105 10,476 21,569 SH   SOLE   21,569 0 0
MONRO INC COM 610236101 3,986 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 8,259 34,100 SH   SOLE   34,100 0 0
NEOGEN CORP COM 640491106 6,799 220,462 SH   SOLE   220,462 0 0
NETFLIX INC COM 64110L106 10,866 29,008 SH   SOLE   29,008 0 0
NEXTERA ENERGY INC COM 65339F101 25,567 301,821 SH   SOLE   301,821 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,683 6,000 SH   SOLE   6,000 0 0
NVIDIA CORPORATION COM 67066G104 18,565 68,037 SH   SOLE   68,037 0 0
OKTA INC CL A 679295105 9,058 60,000 SH   SOLE   60,000 0 0
OMNICELL COM COM 68213N109 7,277 56,200 SH   SOLE   56,200 0 0
OPEN TEXT CORP COM 683715106 509 12,000 SH   SOLE   12,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,603 3,800 SH   SOLE   3,800 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,641 13,400 SH   SOLE   13,400 0 0
PAYPAL HLDGS INC COM 70450Y103 18,504 160,000 SH   SOLE   160,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 12,153 460,000 SH   SOLE   460,000 0 0
PENN NATL GAMING INC COM 707569109 1,141 26,900 SH   SOLE   26,900 0 0
PIONEER NAT RES CO COM 723787107 17,506 70,014 SH   SOLE   70,014 0 0
PLANET FITNESS INC CL A 72703H101 2,256 26,700 SH   SOLE   26,700 0 0
POOL CORP COM 73278L105 37,380 88,400 SH   SOLE   88,400 0 0
PRIMERICA INC COM 74164M108 2,490 18,200 SH   SOLE   18,200 0 0
QUAKER HOUGHTON COM 747316107 4,614 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 25,219 165,026 SH   SOLE   165,026 0 0
QUALYS INC COM 74758T303 4,344 30,500 SH   SOLE   30,500 0 0
RAPID7 INC COM 753422104 5,718 51,400 SH   SOLE   51,400 0 0
RBC BEARINGS INC COM 75524B104 10,179 52,500 SH   SOLE   52,500 0 0
REGAL REXNORD CORPORATION COM 758750103 1,360 9,141 SH   SOLE   9,141 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 2,140 13,500 SH   SOLE   13,500 0 0
REPUBLIC SVCS INC COM 760759100 40,602 306,427 SH   SOLE   306,427 0 0
RINGCENTRAL INC CL A 76680R206 5,978 51,000 SH   SOLE   51,000 0 0
RLI CORP COM 749607107 19,360 175,000 SH   SOLE   175,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 9,322 690,000 SH   SOLE   690,000 0 0
ROKU INC COM CL A 77543R102 9,771 78,000 SH   SOLE   78,000 0 0
ROLLINS INC COM 775711104 26,355 751,922 SH   SOLE   751,922 0 0
ROPER TECHNOLOGIES INC COM 776696106 79,193 167,700 SH   SOLE   167,700 0 0
RUSH ENTERPRISES INC CL A 781846209 2,948 57,900 SH   SOLE   57,900 0 0
S&P GLOBAL INC COM 78409V104 78,709 191,890 SH   SOLE   191,890 0 0
SALESFORCE COM INC COM 79466L302 62,210 293,000 SH   SOLE   293,000 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 3,843 41,700 SH   SOLE   41,700 0 0
SELECT MED HLDGS CORP COM 81619Q105 912 38,000 SH   SOLE   38,000 0 0
SELECTIVE INS GROUP INC COM 816300107 2,440 27,300 SH   SOLE   27,300 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 571 6,800 SH   SOLE   6,800 0 0
SERVICENOW INC COM 81762P102 55,580 99,805 SH   SOLE   99,805 0 0
SHOPIFY INC CL A 82509L107 7,841 11,600 SH   SOLE   11,600 0 0
SIGNET JEWELERS LIMITED SHS G81276100 909 12,500 SH   SOLE   12,500 0 0
SILGAN HOLDINGS INC COM 827048109 8,811 190,600 SH   SOLE   190,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,668 16,500 SH   SOLE   16,500 0 0
SNAP INC CL A 83304A106 12,958 360,034 SH   SOLE   360,034 0 0
SPLUNK INC COM 848637104 13,821 93,000 SH   SOLE   93,000 0 0
SPS COMM INC COM 78463M107 13,710 104,500 SH   SOLE   104,500 0 0
STARBUCKS CORP COM 855244109 3,280 36,053 SH   SOLE   36,053 0 0
STIFEL FINL CORP COM 860630102 12,741 187,650 SH   SOLE   187,650 0 0
STRYKER CORPORATION COM 863667101 8,654 32,371 SH   SOLE   32,371 0 0
SYNAPTICS INC COM 87157D109 3,394 17,014 SH   SOLE   17,014 0 0
SYNOPSYS INC COM 871607107 26,870 80,624 SH   SOLE   80,624 0 0
TD SYNNEX CORPORATION COM 87162W100 2,941 28,500 SH   SOLE   28,500 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 85,971 181,900 SH   SOLE   181,900 0 0
TESLA INC COM 88160R101 15,635 14,509 SH   SOLE   14,509 0 0
TEXAS ROADHOUSE INC COM 882681109 1,658 19,800 SH   SOLE   19,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 77,966 132,000 SH   SOLE   132,000 0 0
TJX COS INC NEW COM 872540109 30,653 505,994 SH   SOLE   505,994 0 0
TOPBUILD CORP COM 89055F103 4,426 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 5,548 64,900 SH   SOLE   64,900 0 0
TRANSDIGM GROUP INC COM 893641100 63,721 97,800 SH   SOLE   97,800 0 0
TREX CO INC COM 89531P105 4,181 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 4,790 48,700 SH   SOLE   48,700 0 0
TWILIO INC CL A 90138F102 10,713 65,000 SH   SOLE   65,000 0 0
TWITTER INC COM 90184L102 9,866 255,000 SH   SOLE   255,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 46,105 103,633 SH   SOLE   103,633 0 0
U S PHYSICAL THERAPY COM 90337L108 7,737 77,800 SH   SOLE   77,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 22,125 620,093 SH   SOLE   620,093 0 0
ULTA BEAUTY INC COM 90384S303 11,947 30,001 SH   SOLE   30,001 0 0
UNIFIRST CORP MASS COM 904708104 2,985 16,200 SH   SOLE   16,200 0 0
UNION PAC CORP COM 907818108 50,844 186,100 SH   SOLE   186,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,040 4,000 SH   SOLE   4,000 0 0
VAIL RESORTS INC COM 91879Q109 2,603 10,000 SH   SOLE   10,000 0 0
VERISK ANALYTICS INC COM 92345Y106 9,787 45,600 SH   SOLE   45,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 15,660 60,007 SH   SOLE   60,007 0 0
VISA INC COM CL A 92826C839 21,293 96,015 SH   SOLE   96,015 0 0
VISTEON CORP COM NEW 92839U206 1,801 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 5,034 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 35,138 251,527 SH   SOLE   251,527 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 7,419 53,147 SH   SOLE   53,147 0 0
WINGSTOP INC COM 974155103 2,560 21,817 SH   SOLE   21,817 0 0
WOODWARD INC COM 980745103 12,741 102,000 SH   SOLE   102,000 0 0
WORKDAY INC CL A 98138H101 9,578 40,000 SH   SOLE   40,000 0 0
WORKIVA INC COM CL A 98139A105 9,015 76,400 SH   SOLE   76,400 0 0
ZIFF DAVIS INC COM 48123V102 3,803 39,300 SH   SOLE   39,300 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 1,451 41,000 SH   SOLE   41,000 0 0