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
ADVANCED ENERGY INDUSTRIES Common Stock 007973100   10,345,549 88,484 SH   SOLE 1,2 41,731 0 46,753
AGCO CORP Common Stock 001084102   14,743,860 107,761 SH   SOLE 2 107,761 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   45,151,809 351,458 SH   SOLE 2 351,458 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108   22,489,144 430,744 SH   SOLE 2 430,744 0 0
AGREE REALTY CORP REIT 008492100   44,195,959 639,872 SH   SOLE 2 639,872 0 0
ALAMOS GOLD INC-CLASS A Common Stock 011532108   17,671,595 1,439,055 SH   SOLE 2 1,439,055 0 0
ALBANY INTL CORP-CL A Common Stock 012348108   9,403,080 98,720 SH   SOLE 1,2 46,544 0 52,176
ALBEMARLE CORP Common Stock 012653101   27,986,425 133,256 SH   SOLE 2 133,256 0 0
ALBERTSONS COS INC - CLASS A Common Stock 013091103   27,894,444 1,288,427 SH   SOLE 2 1,288,427 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   2,498,917 7,353 SH   SOLE 2 7,353 0 0
AMBARELLA INC Common Stock G037AX101   9,261,812 114,740 SH   SOLE 1,2 54,047 0 60,693
AMERISOURCEBERGEN CORP Common Stock 03073E105   64,764,455 345,024 SH   SOLE 2 345,024 0 0
AMETEK INC Common Stock 031100100   28,161,325 177,383 SH   SOLE 2 177,383 0 0
AMN HEALTHCARE SERVICES INC Common Stock 001744101   12,349,624 117,158 SH   SOLE 2 117,158 0 0
APPLIED INDUSTRIAL TECH INC Common Stock 03820C105   13,902,336 96,544 SH   SOLE 1,2 45,570 0 50,974
APPLOVIN CORP-CLASS A Common Stock 03831W108   15,093,951 504,140 SH   SOLE 2 504,140 0 0
ARCH CAPITAL GROUP LTD Common Stock G0450A105   34,410,890 419,236 SH   SOLE 2 419,236 0 0
ARIS WATER SOLUTIONS INC-A Common Stock 04041L106   5,563,730 510,434 SH   SOLE 1,2 240,305 0 270,129
ARISTA NETWORKS INC Common Stock 040413106   33,469,357 203,523 SH   SOLE 2 203,523 0 0
ATMOS ENERGY CORP Common Stock 049560105   43,797,296 352,040 SH   SOLE 2 352,040 0 0
AXIS CAPITAL HOLDINGS LTD Common Stock G0692U109   23,983,572 434,249 SH   SOLE 2 434,249 0 0
AXOS FINANCIAL INC Common Stock 05465C100   6,938,546 147,159 SH   SOLE 1,2 69,273 0 77,886
BAKER HUGHES CO Common Stock 05722G100   33,590,843 945,422 SH   SOLE 2 945,422 0 0
BALCHEM CORP Common Stock 057665200   9,828,006 76,192 SH   SOLE 1,2 35,957 0 40,235
BEST BUY CO INC Common Stock 086516101   4,402,768 52,277 SH   SOLE 2 52,277 0 0
BIOMARIN PHARMACEUTICAL INC Common Stock 09061G101   81,562,105 934,595 SH   SOLE 2 934,595 0 0
BOOZ ALLEN HAMILTON HOLDINGS Common Stock 099502106   18,647,247 160,021 SH   SOLE 2 160,021 0 0
BOX INC - CLASS A Common Stock 10316T104   11,291,869 364,489 SH   SOLE 1,2 171,700 0 192,789
BROWN & BROWN INC Common Stock 115236101   39,596,369 552,636 SH   SOLE 2 552,636 0 0
BRUNSWICK CORP Common Stock 117043109   18,646,664 210,364 SH   SOLE 2 210,364 0 0
BUILDERS FIRSTSOURCE INC Common Stock 12008R107   9,189,247 64,818 SH   SOLE 2 64,818 0 0
BWX TECHNOLOGIES INC Common Stock 05605H100   15,875,438 227,019 SH   SOLE 2 227,019 0 0
CADENCE DESIGN SYS INC Common Stock 127387108   20,999,313 89,756 SH   SOLE 2 89,756 0 0
CAMECO CORP Common Stock 13321L108   18,034,164 534,504 SH   SOLE 2 534,504 0 0
CARETRUST REIT INC REIT 14174T107   8,255,557 392,188 SH   SOLE 1,2 184,779 0 207,409
CARRIER GLOBAL CORP Common Stock 14448C104   27,489,871 505,050 SH   SOLE 2 505,050 0 0
CASEY'S GENERAL STORES INC Common Stock 147528103   33,298,348 130,674 SH   SOLE 2 130,674 0 0
CBOE GLOBAL MARKETS INC Common Stock 12503M108   96,464,432 671,197 SH   SOLE 2 671,197 0 0
CENTERPOINT ENERGY INC Common Stock 15189T107   101,635,778 3,257,557 SH   SOLE 2 3,257,557 0 0
CERTARA INC Common Stock 15687V109   6,144,883 319,049 SH   SOLE 1,2 150,361 0 168,688
CF INDUSTRIES HOLDINGS INC Common Stock 125269100   4,967,014 60,833 SH   SOLE 2 60,833 0 0
CHART INDUSTRIES INC Common Stock 16115Q308   75,258,939 466,780 SH   SOLE 1,2 428,603 0 38,177
CHEESECAKE FACTORY INC/THE Common Stock 163072101   6,339,536 169,280 SH   SOLE 1,2 79,719 0 89,561
CHENIERE ENERGY INC Common Stock 16411R208   20,091,526 125,627 SH   SOLE 2 125,627 0 0
CHIPOTLE MEXICAN GRILL INC Common Stock 169656105   37,556,425 17,988 SH   SOLE 2 17,988 0 0
CITIZENS FINANCIAL GROUP Common Stock 174610105   38,157,679 1,176,254 SH   SOLE 2 1,176,254 0 0
CLEAN HARBORS INC Common Stock 184496107   30,736,767 183,525 SH   SOLE 2 183,525 0 0
COHEN & STEERS INC Common Stock 19247A100   9,903,906 147,952 SH   SOLE 1,2 69,703 0 78,249
COHERENT CORP Common Stock 19247G107   8,485,887 180,091 SH   SOLE 1,2 84,898 0 95,193
COHERUS BIOSCIENCES INC Common Stock 19249H103   2,863,576 632,136 SH   SOLE 1,2 298,035 0 334,101
COMMERCE BANCSHARES INC Common Stock 200525103   14,304,592 266,479 SH   SOLE 2 266,479 0 0
COPART INC Common Stock 217204106   16,494,096 184,127 SH   SOLE 2 184,127 0 0
CORE LABORATORIES INC Common Stock 21867A105   7,302,459 294,454 SH   SOLE 1,2 138,826 0 155,628
CORTEVA INC Common Stock 22052L104   17,243,796 309,084 SH   SOLE 2 309,084 0 0
COSTAR GROUP INC Common Stock 22160N109   18,853,951 223,441 SH   SOLE 2 223,441 0 0
CRACKER BARREL OLD COUNTRY Common Stock 22410J106   4,648,311 48,521 SH   SOLE 1,2 22,881 0 25,640
CREDO TECHNOLOGY GROUP HOLDI Common Stock G25457105   9,430,782 564,042 SH   SOLE 1,2 265,494 0 298,548
CROWDSTRIKE HOLDINGS INC - A Common Stock 22788C105   27,675,213 178,977 SH   SOLE 2 178,977 0 0
DARDEN RESTAURANTS INC Common Stock 237194105   18,780,488 111,114 SH   SOLE 2 111,114 0 0
DARLING INGREDIENTS INC Common Stock 237266101   49,973,449 715,952 SH   SOLE 2 715,952 0 0
DELTA AIR LINES INC Common Stock 247361702   73,055,004 1,573,444 SH   SOLE 2 1,573,444 0 0
DESCARTES SYSTEMS GRP/THE Common Stock 249906108   9,662,441 123,703 SH   SOLE 1,2 58,254 0 65,449
DISCOVER FINANCIAL SERVICES Common Stock 254709108   21,786,469 204,587 SH   SOLE 2 204,587 0 0
DR HORTON INC Common Stock 23331A109   17,155,173 133,358 SH   SOLE 2 133,358 0 0
DXC TECHNOLOGY CO Common Stock 23355L106   27,474,791 968,104 SH   SOLE 2 968,104 0 0
DYCOM INDUSTRIES INC Common Stock 267475101   10,154,479 102,467 SH   SOLE 1,2 48,290 0 54,177
EAGLE MATERIALS INC Common Stock 26969P108   38,834,029 204,605 SH   SOLE 2 204,605 0 0
EAGLE PHARMACEUTICALS INC Common Stock 269796108   2,534,081 135,007 SH   SOLE 1,2 63,592 0 71,415
EASTGROUP PROPERTIES INC REIT 277276101   38,191,528 206,832 SH   SOLE 2 206,832 0 0
EDWARDS LIFESCIENCES CORP Common Stock 28176E108   103,576,811 1,130,381 SH   SOLE 2 1,130,381 0 0
ENPHASE ENERGY INC Common Stock 29355A107   5,629,345 32,472 SH   SOLE 2 32,472 0 0
ENVESTNET INC Common Stock 29404K106   6,538,706 105,446 SH   SOLE 1,2 49,668 0 55,778
EPLUS INC Common Stock 294268107   9,531,529 158,410 SH   SOLE 1,2 74,590 0 83,820
EVERCORE INC - A Common Stock 29977A105   31,480,449 230,626 SH   SOLE 2 230,626 0 0
EVEREST GROUP LTD Common Stock G3223R108   28,427,885 77,938 SH   SOLE 2 77,938 0 0
EVERGY INC Common Stock 30034W106   18,820,089 306,916 SH   SOLE 2 306,916 0 0
EXCELERATE ENERGY INC-A Common Stock 30069T101   5,001,270 240,909 SH   SOLE 1,2 113,553 0 127,356
EXELIXIS INC Common Stock 30161Q104   8,988,806 453,522 SH   SOLE 2 453,522 0 0
FABRINET Common Stock G3323L100   10,399,172 83,300 SH   SOLE 1,2 39,294 0 44,006
FIRST AMERICAN FINANCIAL Common Stock 31847R102   22,079,251 369,280 SH   SOLE 2 369,280 0 0
FIRST HORIZON CORP Common Stock 320517105   59,327,369 4,352,705 SH   SOLE 2 4,352,705 0 0
FLEX LTD Common Stock Y2573F102   19,046,516 673,736 SH   SOLE 2 673,736 0 0
FLOOR & DECOR HOLDINGS INC-A Common Stock 339750101   7,757,156 69,465 SH   SOLE 2 69,465 0 0
FORWARD AIR CORP Common Stock 349853101   11,394,480 94,954 SH   SOLE 1,2 44,795 0 50,159
FOX CORP - CLASS A Common Stock 35137L105   3,450,550 104,089 SH   SOLE 2 104,089 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857   8,516,911 196,197 SH   SOLE 2 196,197 0 0
FTI CONSULTING INC Common Stock 302941109   7,076,846 36,042 SH   SOLE 2 36,042 0 0
GARMIN LTD Common Stock H2906T109   5,591,734 52,942 SH   SOLE 2 52,942 0 0
GARTNER INC Common Stock 366651107   36,043,872 100,918 SH   SOLE 2 100,918 0 0
GENERAC HOLDINGS INC Common Stock 368736104   9,973,735 65,621 SH   SOLE 2 65,621 0 0
G-III APPAREL GROUP LTD Common Stock 36237H101   5,296,978 257,886 SH   SOLE 1,2 121,515 0 136,371
GLOBAL INDUSTRIAL CO Common Stock 37892E102   6,473,269 222,832 SH   SOLE 1,2 104,964 0 117,868
HALOZYME THERAPEUTICS INC Common Stock 40637H109   11,956,787 273,298 SH   SOLE 1,2 128,594 0 144,704
HEALTHCARE REALTY TRUST INC REIT 42226K105   47,186,439 2,356,965 SH   SOLE 2 2,356,965 0 0
HEALTHEQUITY INC Common Stock 42226A107   10,816,635 172,212 SH   SOLE 1,2 81,153 0 91,059
HECLA MINING CO Common Stock 422704106   4,508,626 756,481 SH   SOLE 2 756,481 0 0
HENRY SCHEIN INC Common Stock 806407102   26,586,126 333,076 SH   SOLE 2 333,076 0 0
HERSHEY CO/THE Common Stock 427866108   37,392,988 155,519 SH   SOLE 2 155,519 0 0
HESS CORP Common Stock 42809H107   44,618,735 302,254 SH   SOLE 2 302,254 0 0
HILLTOP HOLDINGS INC Common Stock 432748101   5,910,517 193,407 SH   SOLE 1,2 91,164 0 102,243
HOST HOTELS & RESORTS INC REIT 44107P104   37,293,903 2,140,867 SH   SOLE 2 2,140,867 0 0
HUBBELL INC Common Stock 443510607   76,198,620 245,802 SH   SOLE 2 245,802 0 0
HUNTINGTON INGALLS INDUSTRIE Common Stock 446413106   13,570,544 57,880 SH   SOLE 2 57,880 0 0
HUNTSMAN CORP Common Stock 447011107   9,055,472 308,534 SH   SOLE 2 308,534 0 0
I3 VERTICALS INC-CLASS A Common Stock 46571Y107   8,346,765 332,673 SH   SOLE 1,2 156,724 0 175,949
ICU MEDICAL INC Common Stock 44930G107   7,771,882 43,704 SH   SOLE 1,2 20,606 0 23,098
IMPINJ INC Common Stock 453204109   7,768,082 98,818 SH   SOLE 1,2 46,615 0 52,203
INSMED INC Common Stock 457669307   6,239,260 306,447 SH   SOLE 2 306,447 0 0
INSPERITY INC Common Stock 45778Q107   14,188,864 116,245 SH   SOLE 1,2 54,827 0 61,418
INSTALLED BUILDING PRODUCTS Common Stock 45780R101   15,840,495 106,255 SH   SOLE 1,2 50,076 0 56,179
INSULET CORP Common Stock 45784P101   30,447,150 108,403 SH   SOLE 2 108,403 0 0
INTEGER HOLDINGS CORP Common Stock 45826H109   9,161,003 105,311 SH   SOLE 1,2 49,619 0 55,692
JACK HENRY & ASSOCIATES INC Common Stock 426281101   19,665,599 115,091 SH   SOLE 2 115,091 0 0
KEYSIGHT TECHNOLOGIES IN Common Stock 49338L103   29,654,599 175,471 SH   SOLE 2 175,471 0 0
KIMBELL ROYALTY PARTNERS LP Unit 49435R102   5,083,160 331,799 SH   SOLE 1,2 158,364 0 173,435
KINSALE CAPITAL GROUP INC Common Stock 49714P108   26,443,426 68,645 SH   SOLE 2 68,645 0 0
KLA CORP Common Stock 482480100   13,279,481 29,004 SH   SOLE 2 29,004 0 0
KNIGHT-SWIFT TRANSPORTATION Common Stock 499049104   12,287,498 208,829 SH   SOLE 2 208,829 0 0
KRATOS DEFENSE & SECURITY Common Stock 50077B207   9,316,260 638,100 SH   SOLE 1,2 300,691 0 337,409
L3HARRIS TECHNOLOGIES INC Common Stock 502431109   9,947,924 49,111 SH   SOLE 2 49,111 0 0
LAMB WESTON HOLDINGS INC Common Stock 513272104   14,291,377 140,442 SH   SOLE 2 140,442 0 0
LANTHEUS HOLDINGS INC Common Stock 516544103   9,176,492 109,153 SH   SOLE 1,2 51,425 0 57,728
LAS VEGAS SANDS CORP Common Stock 517834107   51,603,215 881,052 SH   SOLE 2 881,052 0 0
LEAR CORP Common Stock 521865204   8,731,654 57,347 SH   SOLE 2 57,347 0 0
LEMAITRE VASCULAR INC Common Stock 525558201   12,309,855 193,673 SH   SOLE 1,2 91,090 0 102,583
LGI HOMES INC Common Stock 50187T106   9,925,521 74,060 SH   SOLE 1,2 34,930 0 39,130
LINDBLAD EXPEDITIONS HOLDING Common Stock 535219109   3,271,767 323,617 SH   SOLE 1,2 152,445 0 171,172
LIVE NATION ENTERTAINMENT IN Common Stock 538034109   28,702,517 293,182 SH   SOLE 2 293,182 0 0
LULULEMON ATHLETICA INC Common Stock 550021109   47,012,090 124,049 SH   SOLE 2 124,049 0 0
LUMENTUM HOLDINGS INC Common Stock 55024U109   17,866,353 338,442 SH   SOLE 2 338,442 0 0
MAGNITE INC Common Stock 55955D100   7,220,394 493,871 SH   SOLE 1,2 232,686 0 261,185
MARTIN MARIETTA MATERIALS Common Stock 573284106   21,013,972 45,843 SH   SOLE 2 45,843 0 0
MATERION CORP Common Stock 576690101   9,012,781 77,683 SH   SOLE 1,2 36,656 0 41,027
MEDPACE HOLDINGS INC Common Stock 58506Q109   15,566,659 60,684 SH   SOLE 1,2 28,594 0 32,090
MICROCHIP TECHNOLOGY INC Common Stock 595017104   4,159,989 47,096 SH   SOLE 2 47,096 0 0
MID-AMERICA APARTMENT COMM REIT 59522J103   28,231,631 184,617 SH   SOLE 2 184,617 0 0
MODIVCARE INC Common Stock 60783X104   2,755,164 59,584 SH   SOLE 1,2 27,983 0 31,601
MOLINA HEALTHCARE INC Common Stock 60855R100   3,632,598 11,674 SH   SOLE 2 11,674 0 0
MONOLITHIC POWER SYSTEMS INC Common Stock 609839105   11,184,120 21,150 SH   SOLE 2 21,150 0 0
MONRO INC Common Stock 610236101   4,527,304 122,492 SH   SOLE 1,2 57,711 0 64,781
MONSTER BEVERAGE CORP Common Stock 61174X109   31,831,205 547,210 SH   SOLE 2 547,210 0 0
MORNINGSTAR INC Common Stock 617700109   7,798,553 36,242 SH   SOLE 2 36,242 0 0
MOSAIC CO/THE Common Stock 61945C103   4,863,696 120,210 SH   SOLE 2 120,210 0 0
MURPHY USA INC Common Stock 626755102   27,103,021 88,054 SH   SOLE 2 88,054 0 0
NEUROCRINE BIOSCIENCES INC Common Stock 64125C109   35,328,439 351,947 SH   SOLE 2 351,947 0 0
NOBLE CORP PLC Common Stock G65431127   56,980,924 1,117,054 SH   SOLE 2 1,117,054 0 0
NUCOR CORP Common Stock 670346105   22,351,015 132,325 SH   SOLE 2 132,325 0 0
NVR INC Common Stock 62944T105   32,814,900 5,141 SH   SOLE 2 5,141 0 0
OMNICELL INC Common Stock 68213N109   32,187,921 516,992 SH   SOLE 1,2 459,038 0 57,954
ON SEMICONDUCTOR Common Stock 682189105   19,416,277 195,630 SH   SOLE 2 195,630 0 0
ONESPAWORLD HOLDINGS LTD Common Stock P73684113   8,592,942 722,096 SH   SOLE 1,2 340,269 0 381,827
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   29,259,251 30,301 SH   SOLE 2 30,301 0 0
OWENS CORNING Common Stock 690742101   27,625,958 199,451 SH   SOLE 2 199,451 0 0
PACIRA BIOSCIENCES INC Common Stock 695127100   5,544,981 152,965 SH   SOLE 1,2 72,057 0 80,908
PALANTIR TECHNOLOGIES INC-A Common Stock 69608A108   199,051,585 12,115,130 SH   SOLE 2 12,115,130 0 0
PARKER HANNIFIN CORP Common Stock 701094104   21,996,614 55,863 SH   SOLE 2 55,863 0 0
PATRICK INDUSTRIES INC Common Stock 703343103   9,425,622 112,290 SH   SOLE 1,2 52,904 0 59,386
PAYCOM SOFTWARE INC Common Stock 70432V102   2,263,276 6,322 SH   SOLE 2 6,322 0 0
PERFORMANCE FOOD GROUP CO Common Stock 71377A103   12,585,762 202,898 SH   SOLE 1,2 95,665 0 107,233
PIONEER NATURAL RESOURCES CO Common Stock 723787107   53,998,800 244,837 SH   SOLE 2 244,837 0 0
PJT PARTNERS INC - A Common Stock 69343T107   8,716,024 105,777 SH   SOLE 1,2 49,816 0 55,961
PLEXUS CORP Common Stock 729132100   8,327,271 81,536 SH   SOLE 1,2 38,454 0 43,082
POLARIS INC Common Stock 731068102   16,400,319 119,562 SH   SOLE 2 119,562 0 0
POWER INTEGRATIONS INC Common Stock 739276103   8,999,364 98,526 SH   SOLE 1,2 46,418 0 52,108
PPL CORP Common Stock 69351T106   63,244,209 2,253,892 SH   SOLE 2 2,253,892 0 0
PURE STORAGE INC - CLASS A Common Stock 74624M102   34,417,515 901,218 SH   SOLE 2 901,218 0 0
QUALYS INC Common Stock 74758T303   9,437,822 67,898 SH   SOLE 1,2 32,021 0 35,877
QUANTA SERVICES INC Common Stock 74762E102   155,148,840 765,600 SH   SOLE 2 765,600 0 0
RB GLOBAL INC Common Stock 74935Q107   27,815,177 432,719 SH   SOLE 2 432,719 0 0
ROCKWELL AUTOMATION INC Common Stock 773903109   26,459,984 79,231 SH   SOLE 2 79,231 0 0
ROSS STORES INC Common Stock 778296103   4,590,379 40,451 SH   SOLE 2 40,451 0 0
SERVICE CORP INTERNATIONAL Common Stock 817565104   2,201,171 32,702 SH   SOLE 2 32,702 0 0
SKYWORKS SOLUTIONS INC Common Stock 83088M102   21,118,585 187,371 SH   SOLE 2 187,371 0 0
SOUTHWEST AIRLINES CO Common Stock 844741108   13,528,606 373,100 SH   SOLE 2 373,100 0 0
SPLUNK INC Common Stock 848637104   43,337,100 411,285 SH   SOLE 2 411,285 0 0
SPOTIFY TECHNOLOGY SA Common Stock L8681T102   12,330,366 82,682 SH   SOLE 2 82,682 0 0
STAG INDUSTRIAL INC REIT 85254J102   68,553,972 1,783,402 SH   SOLE 2 1,783,402 0 0
STONERIDGE INC Common Stock 86183P102   5,194,971 261,448 SH   SOLE 1,2 123,147 0 138,301
SUPERNUS PHARMACEUTICALS INC Common Stock 868459108   8,910,820 295,158 SH   SOLE 1,2 139,125 0 156,033
TAKE-TWO INTERACTIVE SOFTWRE Common Stock 874054109   27,925,915 185,863 SH   SOLE 2 185,863 0 0
TERADATA CORP Common Stock 88076W103   79,798,577 1,449,039 SH   SOLE 2 1,449,039 0 0
TERADYNE INC Common Stock 880770102   51,094,818 445,698 SH   SOLE 2 445,698 0 0
TEXAS ROADHOUSE INC Common Stock 882681109   26,385,981 233,649 SH   SOLE 2 233,649 0 0
TEXTRON INC Common Stock 883203101   31,869,475 465,928 SH   SOLE 2 465,928 0 0
THOR INDUSTRIES INC Common Stock 885160101   14,509,994 128,498 SH   SOLE 1,2 86,410 0 42,088
TIMKEN CO Common Stock 887389104   34,289,081 376,018 SH   SOLE 2 376,018 0 0
TPI COMPOSITES INC Common Stock 87266J104   4,171,673 391,339 SH   SOLE 1,2 184,218 0 207,121
TRACTOR SUPPLY COMPANY Common Stock 892356106   29,691,927 138,411 SH   SOLE 2 138,411 0 0
TRANSOCEAN LTD Common Stock H8817H100   21,377,494 2,529,881 SH   SOLE 2 2,529,881 0 0
TTEC HOLDINGS INC Common Stock 89854H102   3,463,971 103,433 SH   SOLE 1,2 48,730 0 54,703
TYSON FOODS INC-CL A Common Stock 902494103   21,983,141 399,403 SH   SOLE 2 399,403 0 0
U.S. PHYSICAL THERAPY INC Common Stock 90337L108   8,021,864 66,187 SH   SOLE 1,2 31,152 0 35,035
U-HAUL HOLDING CO-NON VOTING Common Stock 023586506   23,151,385 400,543 SH   SOLE 2 400,543 0 0
ULTA BEAUTY INC Common Stock 90384S303   21,536,486 47,360 SH   SOLE 2 47,360 0 0
ULTRA CLEAN HOLDINGS INC Common Stock 90385V107   4,859,842 135,674 SH   SOLE 1,2 63,950 0 71,724
UMH PROPERTIES INC REIT 903002103   4,505,515 278,290 SH   SOLE 1,2 131,143 0 147,147
UNITED RENTALS INC Common Stock 911363109   22,526,345 50,621 SH   SOLE 2 50,621 0 0
UNIVERSAL DISPLAY CORP Common Stock 91347P105   10,543,474 73,183 SH   SOLE 2 73,183 0 0
VAIL RESORTS INC Common Stock 91879Q109   30,004,720 126,945 SH   SOLE 2 126,945 0 0
VERICEL CORP Common Stock 92346J108   12,357,727 326,924 SH   SOLE 1,2 154,002 0 172,922
VERINT SYSTEMS INC Common Stock 92343X100   6,376,059 168,947 SH   SOLE 1,2 79,616 0 89,331
VICOR CORP Common Stock 925815102   14,130,990 150,811 SH   SOLE 1,2 71,093 0 79,718
VULCAN MATERIALS CO Common Stock 929160109   25,983,258 116,277 SH   SOLE 2 116,277 0 0
WEC ENERGY GROUP INC Common Stock 92939U106   29,906,336 323,172 SH   SOLE 2 323,172 0 0
WESTLAKE CORP Common Stock 960413102   17,368,117 130,147 SH   SOLE 2 130,147 0 0
WHITE MOUNTAINS INSURANCE GP Common Stock G9618E107   38,181,719 23,758 SH   SOLE 2 23,758 0 0
WORKDAY INC-CLASS A Common Stock 98138H101   30,297,815 131,701 SH   SOLE 2 131,701 0 0
WORLD WRESTLING ENTERTAIN-A Common Stock 98156Q108   15,164,338 143,398 SH   SOLE 2 143,398 0 0
WW GRAINGER INC Common Stock 384802104   26,631,521 34,944 SH   SOLE 2 34,944 0 0
YETI HOLDINGS INC Common Stock 98585X104   4,099,123 96,906 SH   SOLE 2 96,906 0 0
ZEBRA TECHNOLOGIES CORP-CL A Common Stock 989207105   4,851,083 15,847 SH   SOLE 2 15,847 0 0
ZIFF DAVIS INC Common Stock 48123V102   7,518,779 104,384 SH   SOLE 1,2 49,168 0 55,216
ZILLOW GROUP INC - A Common Stock 98954M101   6,822,637 129,634 SH   SOLE 2 129,634 0 0