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
ABB LTD SPONSORED ADR 000375204 3,776 111,090 SH   SOLE   111,090 0 0
ABIOMED INC COM 003654100 26,729 85,639 SH   SOLE 2 85,639 0 0
ADAPTHEALTH CORP COM CL A 00653Q102 11,506 419,759 SH   SOLE 1, 2 228,442 0 191,317
ADVANCED ENERGY INDS COM 007973100 10,928 96,961 SH   SOLE 1, 2 52,263 0 44,698
AFLAC INC COM 001055102 17,940 334,328 SH   SOLE 2 334,328 0 0
AGCO CORP COM 001084102 25,516 195,703 SH   SOLE 2 195,703 0 0
AGREE RLTY CORP COM 008492100 28,325 401,830 SH   SOLE 2 401,830 0 0
ALASKA AIR GROUP INC COM 011659109 5,244 86,945 SH   SOLE 2 86,945 0 0
ALBANY INTL CORP CL A 012348108 9,224 103,337 SH   SOLE 1, 2 55,764 0 47,573
ALCOA CORP COM 013872106 20,871 566,520 SH   SOLE 2 566,520 0 0
ALIGN TECHNOLOGY INC COM 016255101 9,355 15,311 SH   SOLE 2 15,311 0 0
ALLY FINL INC COM 02005N100 70,680 1,418,132 SH   SOLE 2 1,418,132 0 0
AMBARELLA INC SHS G037AX101 11,199 105,026 SH   SOLE 1, 2 56,620 0 48,406
AMERCO COM 023586100 23,905 40,558 SH   SOLE 2 40,558 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 25,534 680,362 SH   SOLE 2 680,362 1 0
AMERICOLD RLTY TR COM 03064D108 63,491 1,677,431 SH   SOLE 2 1,677,431 0 0
AMERISOURCEBERGEN CORP COM 03073E105 58,975 515,107 SH   SOLE 2 515,107 0 0
AMN HEALTHCARE SVCS INC COM 001744101 16,243 167,486 SH   SOLE 1, 2 90,287 0 77,199
APPLIED INDL TECHNOLOGIES IN COM 03820C105 9,238 101,452 SH   SOLE 1, 2 54,734 0 46,718
APTIV PLC SHS G6095L109 28,265 179,652 SH   SOLE 2 179,652 0 0
ARCH CAP GROUP LTD ORD G0450A105 53,560 1,375,440 SH   SOLE 2 1,375,440 0 0
ARISTA NETWORKS INC COM 040413106 42,742 117,970 SH   SOLE 2 117,970 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 327 473 SH   SOLE   473 0 0
AXOS FINANCIAL INC COM 05465C100 8,469 182,570 SH   SOLE 1, 2 98,461 0 84,109
BAKER HUGHES COMPANY CL A 05722G100 9,352 408,899 SH   SOLE 2 408,899 0 0
BALCHEM CORP COM 057665200 10,968 83,562 SH   SOLE 1, 2 45,120 0 38,442
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 4,551 732,876 SH   SOLE   732,876 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 12,902 447,997 SH   SOLE 2 447,997 0 0
BEST BUY INC COM 086516101 38,700 336,584 SH   SOLE 2 336,584 0 0
BHP GROUP LTD SPONSORED ADS 088606108 16,102 221,089 SH   SOLE 2 221,089 0 0
BIOGEN INC COM 09062X103 25,973 75,007 SH   SOLE 2 75,007 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 51,593 618,322 SH   SOLE 2 618,322 0 0
BOOKING HOLDINGS INC COM 09857L108 12,989 5,936 SH   SOLE 2 5,936 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 15,733 184,706 SH   SOLE 2 184,706 0 0
BOSTON BEER INC CL A 100557107 17,633 17,274 SH   SOLE 2 17,274 0 0
BOX INC CL A 10316T104 11,547 451,929 SH   SOLE 1, 2 243,598 0 208,331
BROWN & BROWN INC COM 115236101 31,603 594,704 SH   SOLE 2 594,704 0 0
BRUNSWICK CORP COM 117043109 18,596 186,665 SH   SOLE 2 186,665 0 0
BURLINGTON STORES INC COM 122017106 14,000 43,481 SH   SOLE 2 43,481 0 0
BWX TECHNOLOGIES INC COM 05605H100 28,326 487,371 SH   SOLE 2 487,371 0 0
C3 AI INC CL A 12468P104 21,260 339,990 SH   SOLE 2 339,990 0 0
CANADIAN NAT RES LTD COM 136385101 319 8,791 SH   SOLE   8,791 0 0
CAREDX INC COM 14167L103 5,662 61,864 SH   SOLE 2 61,864 0 0
CARETRUST REIT INC COM 14174T107 9,982 429,713 SH   SOLE 1, 2 231,889 0 197,824
CARLISLE COS INC COM 142339100 12,443 65,017 SH   SOLE 2 65,017 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 48,136 990,459 SH   SOLE 2 990,459 0 0
CASEYS GEN STORES INC COM 147528103 41,782 214,665 SH   SOLE 2 214,665 0 0
CENTERPOINT ENERGY INC COM 15189T107 80,820 3,296,067 SH   SOLE 2 3,296,067 0 0
CF INDS HLDGS INC COM 125269100 17,512 340,377 SH   SOLE 2 340,377 0 0
CHART INDS INC COM 16115Q308 61,470 420,104 SH   SOLE 1, 2 350,984 0 69,120
CHEESECAKE FACTORY INC COM 163072101 7,994 147,554 SH   SOLE 1, 2 79,572 0 67,982
CHEWY INC CL A 16679L109 6,034 75,701 SH   SOLE 2 75,701 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 45,101 29,091 SH   SOLE 2 29,091 0 0
COHEN & STEERS INC COM 19247A100 13,751 167,511 SH   SOLE 1, 2 90,328 0 77,183
COHERUS BIOSCIENCES INC COM 19249H103 8,652 625,569 SH   SOLE 1, 2 337,230 0 288,339
COPART INC COM 217204106 13,679 103,761 SH   SOLE 2 103,761 0 0
CORE LABORATORIES N V COM N22717107 2,803 71,974 SH   SOLE 1, 2 38,797 0 33,177
COSTAR GROUP INC COM 22160N109 11,323 136,717 SH   SOLE 2 136,717 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 7,900 53,211 SH   SOLE 1, 2 28,724 0 24,487
CREDICORP LTD COM G2519Y108 10,286 84,929 SH   SOLE 2 84,929 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 44,406 176,700 SH   SOLE 2 176,700 0 0
D R HORTON INC COM 23331A109 30,621 338,842 SH   SOLE 2 338,842 0 0
DARDEN RESTAURANTS INC COM 237194105 29,401 201,392 SH   SOLE 2 201,392 0 0
DARLING INGREDIENTS INC COM 237266101 116,663 1,728,345 SH   SOLE 2 1,728,345 0 0
DESCARTES SYS GROUP INC COM 249906108 11,955 172,866 SH   SOLE 1, 2 93,232 0 79,634
DEXCOM INC COM 252131107 24,956 58,445 SH   SOLE 2 58,445 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 13,407 69,940 SH   SOLE 2 69,940 0 0
DISCOVER FINL SVCS COM 254709108 29,992 253,548 SH   SOLE 2 253,548 0 0
DISCOVERY INC COM SER A 25470F104 5,672 184,888 SH   SOLE 2 184,888 0 0
DOCUSIGN INC COM 256163106 45,746 163,631 SH   SOLE 2 163,631 0 0
DOLLAR GEN CORP NEW COM 256677105 30,659 141,683 SH   SOLE 2 141,683 0 0
DXC TECHNOLOGY CO COM 23355L106 59,244 1,521,429 SH   SOLE 2 1,521,429 0 0
DYCOM INDS INC COM 267475101 8,383 112,473 SH   SOLE 1, 2 60,669 0 51,804
EAGLE MATLS INC COM 26969P108 40,266 283,346 SH   SOLE 2 283,346 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 7,572 176,913 SH   SOLE 1, 2 96,290 0 80,623
EASTMAN CHEM CO COM 277432100 10,551 90,372 SH   SOLE 2 90,372 0 0
EATON CORP PLC SHS G29183103 20,967 141,496 SH   SOLE 2 141,496 0 0
EBAY INC. COM 278642103 9,531 135,746 SH   SOLE 2 135,746 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 17,291 166,953 SH   SOLE 2 166,953 0 0
ENBRIDGE INC COM 29250N105 14,155 353,524 SH   SOLE 2 353,524 0 0
ENPHASE ENERGY INC COM 29355A107 46,310 252,192 SH   SOLE 2 252,192 0 0
ENVESTNET INC COM 29404K106 8,792 115,892 SH   SOLE 1, 2 62,555 0 53,337
EOG RES INC COM 26875P101 150,943 1,808,996 SH   SOLE 2 1,808,996 0 0
EPLUS INC COM 294268107 7,798 89,947 SH   SOLE 1, 2 48,479 0 41,468
EQT CORP COM 26884L109 11,553 519,016 SH   SOLE 2 519,016 0 0
ETSY INC COM 29786A106 16,038 77,914 SH   SOLE 2 77,914 0 0
EURONET WORLDWIDE INC COM 298736109 8,286 61,220 SH   SOLE 2 61,220 0 0
EVERCORE INC CLASS A 29977A105 63,191 448,896 SH   SOLE 2 448,896 0 0
EVEREST RE GROUP LTD COM G3223R108 36,422 144,526 SH   SOLE 2 144,526 0 0
EVERGY INC COM 30034W106 61,448 1,016,846 SH   SOLE 2 1,016,846 0 0
EXELIXIS INC COM 30161Q104 23,693 1,300,375 SH   SOLE 2 1,300,375 0 0
EXP WORLD HLDGS INC COM 30212W100 22,658 584,431 SH   SOLE 2 584,431 0 0
EXPEDIA GROUP INC COM NEW 30212P303 17,199 105,057 SH   SOLE 2 105,057 0 0
FABRINET SHS G3323L100 10,323 107,673 SH   SOLE 1, 2 58,042 0 49,631
FLOOR & DECOR HLDGS INC CL A 339750101 20,058 189,759 SH   SOLE 2 189,759 0 0
FORWARD AIR CORP COM 349853101 8,189 91,243 SH   SOLE 1, 2 49,182 0 42,061
FREEPORT-MCMORAN INC CL B 35671D857 119,928 3,231,688 SH   SOLE 2 3,231,688 0 0
GARMIN LTD SHS H2906T109 28,006 193,623 SH   SOLE 2 193,623 0 0
GENERAC HLDGS INC COM 368736104 94,768 228,273 SH   SOLE 2 228,273 0 0
G III APPAREL GROUP LTD COM 36237H101 9,296 282,893 SH   SOLE 1, 2 152,521 0 130,372
GLOBAL INDUSTRIAL COMPANY COM 37892E102 8,977 244,527 SH   SOLE 1, 2 131,846 0 112,681
GRAINGER W W INC COM 384802104 35,035 79,988 SH   SOLE 2 79,988 0 0
GREEN DOT CORP CL A 39304D102 6,756 144,214 SH   SOLE 1, 2 77,728 0 66,486
HAIN CELESTIAL GROUP INC COM 405217100 63,788 1,589,934 SH   SOLE 2 1,589,934 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 14,109 310,692 SH   SOLE 1, 2 167,632 0 143,060
HARTFORD FINL SVCS GROUP INC COM 416515104 23,073 372,330 SH   SOLE 2 372,330 0 0
HEALTHCARE RLTY TR COM 421946104 49,476 1,638,284 SH   SOLE 2 1,638,284 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 6,536 207,040 SH   SOLE 1, 2 111,785 0 95,255
HEALTHEQUITY INC COM 42226A107 12,271 152,469 SH   SOLE 1, 2 82,313 0 70,156
HECLA MNG CO COM 422704106 42,963 5,774,642 SH   SOLE 2 5,774,642 0 0
HENRY SCHEIN INC COM 806407102 43,752 589,727 SH   SOLE 2 589,727 0 0
HESS CORP COM 42809H107 36,060 412,959 SH   SOLE 2 412,959 0 0
HEXCEL CORP NEW COM 428291108 16,922 271,179 SH   SOLE 2 271,179 0 0
HILLTOP HOLDINGS INC COM 432748101 7,125 195,750 SH   SOLE 1, 2 105,615 0 90,135
HORIZON THERAPEUTICS PUB L SHS G46188101 126,914 1,355,340 SH   SOLE 2 1,355,340 0 0
HOST HOTELS & RESORTS INC COM 44107P104 18,069 1,057,270 SH   SOLE 2 1,057,270 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 25,460 120,807 SH   SOLE 2 120,807 0 0
HUNTSMAN CORP COM 447011107 39,581 1,492,491 SH   SOLE 2 1,492,491 0 0
I3 VERTICALS INC COM CL A 46571Y107 8,268 273,603 SH   SOLE 1, 2 147,512 0 126,091
IAA INC COM 449253103 12,279 225,140 SH   SOLE 2 225,140 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 7,858 50,969 SH   SOLE 2 50,969 0 0
ICU MED INC COM 44930G107 10,040 48,785 SH   SOLE 1, 2 26,332 0 22,453
IDEXX LABS INC COM 45168D104 13,684 21,668 SH   SOLE 2 21,668 0 0
II-VI INC COM 902104108 14,361 197,837 SH   SOLE 1, 2 106,827 0 91,010
IMPERIAL OIL LTD COM NEW 453038408 2,329 76,596 SH   SOLE   76,596 0 0
IMPINJ INC COM 453204109 8,127 157,532 SH   SOLE 1, 2 84,921 0 72,611
INSMED INC COM PAR $.01 457669307 9,575 336,425 SH   SOLE 1, 2 184,110 0 152,315
INSPERITY INC COM 45778Q107 11,526 127,546 SH   SOLE 1, 2 68,847 0 58,699
INSTALLED BLDG PRODS INC COM 45780R101 14,259 116,531 SH   SOLE 1, 2 62,844 0 53,687
INSULET CORP COM 45784P101 34,191 124,553 SH   SOLE 2 124,553 0 0
INTEGER HLDGS CORP COM 45826H109 11,279 119,736 SH   SOLE 1, 2 64,546 0 55,190
J2 GLOBAL INC COM 48123V102 15,000 109,051 SH   SOLE 1, 2 58,876 0 50,175
JETBLUE AWYS CORP COM 477143101 4,622 275,432 SH   SOLE 2 275,432 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 35,761 928,130 SH   SOLE 2 928,130 0 0
KLA CORP COM NEW 482480100 88,825 273,975 SH   SOLE 2 273,975 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 23,569 518,466 SH   SOLE 2 518,466 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 12,199 428,189 SH   SOLE 1, 2 230,880 0 197,309
L3HARRIS TECHNOLOGIES INC COM 502431109 27,602 127,698 SH   SOLE 2 127,698 0 0
LAMB WESTON HLDGS INC COM 513272104 23,201 287,639 SH   SOLE 2 287,639 0 0
LEAR CORP COM NEW 521865204 35,523 202,662 SH   SOLE 2 202,662 0 0
LEMAITRE VASCULAR INC COM 525558201 12,575 206,081 SH   SOLE 1, 2 112,148 0 93,933
LENDINGTREE INC NEW COM 52603B107 6,223 29,370 SH   SOLE 1, 2 15,863 0 13,507
LGI HOMES INC COM 50187T106 15,366 94,887 SH   SOLE 1, 2 51,144 0 43,743
LHC GROUP INC COM 50187A107 14,853 74,169 SH   SOLE 1, 2 39,988 0 34,181
LINCOLN NATL CORP IND COM 534187109 64,620 1,028,330 SH   SOLE 2 1,028,330 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 4,531 282,981 SH   SOLE 1, 2 152,564 0 130,417
LIVE NATION ENTERTAINMENT IN COM 538034109 22,123 252,572 SH   SOLE 2 252,572 0 0
LKQ CORP COM 501889208 23,767 482,863 SH   SOLE 2 482,863 0 0
LUMENTUM HLDGS INC COM 55024U109 28,280 344,748 SH   SOLE 2 344,748 0 0
MAGNITE INC COM 55955D100 12,753 376,851 SH   SOLE 1, 2 203,181 0 173,670
MARATHON PETE CORP COM 56585A102 11,077 183,325 SH   SOLE 2 183,325 0 0
MARKETAXESS HLDGS INC COM 57060D108 5,921 12,771 SH   SOLE 2 12,771 0 0
MARTIN MARIETTA MATLS INC COM 573284106 39,365 111,892 SH   SOLE 2 111,892 0 0
MASIMO CORP COM 574795100 17,415 71,831 SH   SOLE 2 71,831 0 0
MATCH GROUP INC NEW COM 57667L107 19,243 119,335 SH   SOLE 2 119,335 0 0
MEDIAALPHA INC CL A 58450V104 13,184 313,154 SH   SOLE 2 313,154 0 0
MEDPACE HLDGS INC COM 58506Q109 18,757 106,194 SH   SOLE 1, 2 57,244 0 48,950
METTLER TOLEDO INTERNATIONAL COM 592688105 15,125 10,918 SH   SOLE 2 10,918 0 0
MID-AMER APT CMNTYS INC COM 59522J103 69,662 413,621 SH   SOLE 2 413,621 0 0
MIMECAST LTD ORD SHS G14838109 8,306 156,566 SH   SOLE 1, 2 86,552 0 70,014
MODIVCARE INC COM 60783X104 12,283 72,225 SH   SOLE 1, 2 39,317 0 32,908
MOLINA HEALTHCARE INC COM 60855R100 47,376 187,214 SH   SOLE 2 187,214 0 0
MONOLITHIC PWR SYS INC COM 609839105 19,865 53,194 SH   SOLE 2 53,194 0 0
MONRO INC COM 610236101 8,547 134,578 SH   SOLE 1, 2 72,638 0 61,940
MSCI INC COM 55354G100 5,873 11,018 SH   SOLE 2 11,018 0 0
NEOGENOMICS INC COM NEW 64049M209 12,774 282,806 SH   SOLE 1, 2 156,078 0 126,728
NEOPHOTONICS CORP COM 64051T100 8,831 864,943 SH   SOLE 1, 2 466,224 0 398,719
NEUROCRINE BIOSCIENCES INC COM 64125C109 25,169 258,618 SH   SOLE 2 258,618 0 0
NOVARTIS AG SPONSORED ADR 66987V109 15,723 172,321 SH   SOLE 2 172,321 0 0
NOVO-NORDISK A S ADR 670100205 14,318 170,923 SH   SOLE 2 170,923 0 0
NOVOCURE LTD ORD SHS G6674U108 11,676 52,638 SH   SOLE 2 52,638 0 0
NUVASIVE INC COM 670704105 37,573 554,343 SH   SOLE 2 554,343 0 0
NXP SEMICONDUCTORS N V COM N6596X109 13,223 64,279 SH   SOLE 2 64,279 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 13,953 165,849 SH   SOLE 2 165,849 0 0
OMNICELL COM COM 68213N109 37,050 244,635 SH   SOLE 1, 2 173,736 0 70,899
ON SEMICONDUCTOR CORP COM 682189105 33,431 873,325 SH   SOLE 2 873,325 0 0
ONE GAS INC COM 68235P108 22,740 306,793 SH   SOLE 2 306,793 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 7,671 791,607 SH   SOLE 1, 2 426,965 0 364,642
OPEN LENDING CORP COM CL A 68373J104 7,603 176,439 SH   SOLE 1, 2 95,094 0 81,345
OREILLY AUTOMOTIVE INC COM 67103H107 17,050 30,113 SH   SOLE 2 30,113 0 0
ORIX CORP SPONSORED ADR 686330101 3,932 46,443 SH   SOLE   46,443 0 0
OWENS CORNING NEW COM 690742101 32,812 335,160 SH   SOLE 2 335,160 0 0
PACIRA BIOSCIENCES INC COM 695127100 7,963 131,222 SH   SOLE 1, 2 70,724 0 60,498
PARKER-HANNIFIN CORP COM 701094104 30,206 98,354 SH   SOLE 2 98,354 0 0
PATRICK INDS INC COM 703343103 9,009 123,405 SH   SOLE 1, 2 66,647 0 56,758
PENTAIR PLC SHS G7S00T104 36,531 541,274 SH   SOLE 2 541,274 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 10,809 222,916 SH   SOLE 1, 2 120,392 0 102,524
PINTEREST INC CL A 72352L106 28,724 363,823 SH   SOLE 2 363,823 0 0
PIONEER NAT RES CO COM 723787107 60,543 372,525 SH   SOLE 2 372,525 0 0
PLEXUS CORP COM 729132100 9,494 103,864 SH   SOLE 1, 2 55,993 0 47,871
POLARIS INC COM 731068102 34,519 252,036 SH   SOLE 2 252,036 0 0
POWER INTEGRATIONS INC COM 739276103 10,126 123,395 SH   SOLE 1, 2 66,498 0 56,897
PRA GROUP INC COM 69354N106 4,933 128,233 SH   SOLE 1, 2 69,140 0 59,093
PROTO LABS INC COM 743713109 6,382 69,519 SH   SOLE 1, 2 37,505 0 32,014
PURE STORAGE INC CL A 74624M102 4,899 250,849 SH   SOLE 2 250,849 0 0
QUALYS INC COM 74758T303 9,192 91,288 SH   SOLE 1, 2 49,218 0 42,070
QUANTA SVCS INC COM 74762E102 72,429 799,700 SH   SOLE 2 799,700 0 0
CITIZENS FINL GROUP INC COM 174610105 33,253 724,934 SH   SOLE 2 724,934 0 0
ROBERT HALF INTL INC COM 770323103 37,640 423,060 SH   SOLE 2 423,060 0 0
ROKU INC COM CL A 77543R102 91,196 198,575 SH   SOLE 2 198,575 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 15,330 394,786 SH   SOLE 2 394,786 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 11,573 106,950 SH   SOLE 2 106,950 0 0
SAP SE SPON ADR 803054204 14,727 104,848 SH   SOLE 2 104,848 0 0
SEMTECH CORP COM 816850101 11,895 172,891 SH   SOLE 1, 2 93,351 0 79,540
SIGNATURE BK NEW YORK N Y COM 82669G104 47,593 193,743 SH   SOLE 2 193,743 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 51,964 270,998 SH   SOLE 2 270,998 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 15,955 57,729 SH   SOLE 2 57,729 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 426 4,377 SH   SOLE   4,377 0 0
SOUTHWEST AIRLS CO COM 844741108 18,009 339,221 SH   SOLE 2 339,221 0 0
SPLUNK INC COM 848637104 40,439 279,699 SH   SOLE 2 279,699 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 15,999 58,055 SH   SOLE 2 58,055 0 0
STAG INDL INC COM 85254J102 118,379 3,162,682 SH   SOLE 2 3,162,682 0 0
STONERIDGE INC COM 86183P102 8,463 286,872 SH   SOLE 1, 2 154,660 0 132,212
SUPERNUS PHARMACEUTICALS INC COM 868459108 11,683 379,436 SH   SOLE 1, 2 206,505 0 172,931
SVB FINANCIAL GROUP COM 78486Q101 48,376 86,940 SH   SOLE 2 86,940 0 0
SYNOVUS FINL CORP COM NEW 87161C501 48,035 1,094,679 SH   SOLE 2 1,094,679 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 8,135 156,434 SH   SOLE 1, 2 85,637 0 70,797
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,450 53,680 SH   SOLE   53,680 0 0
TELEFLEX INCORPORATED COM 879369106 18,300 45,546 SH   SOLE 2 45,546 0 0
TERADATA CORP DEL COM 88076W103 149,335 2,988,500 SH   SOLE 2 2,988,500 0 0
TERADYNE INC COM 880770102 59,821 446,560 SH   SOLE 2 446,560 0 0
TEXAS ROADHOUSE INC COM 882681109 37,063 385,272 SH   SOLE 2 385,272 0 0
TEXTRON INC COM 883203101 37,545 545,944 SH   SOLE 2 545,944 0 0
MOSAIC CO NEW COM 61945C103 32,648 1,023,113 SH   SOLE 2 1,023,113 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 13,979 72,838 SH   SOLE 2 72,838 0 0
TIMKEN CO COM 887389104 25,490 316,298 SH   SOLE 2 316,298 0 0
THE TRADE DESK INC COM CL A 88339J105 19,666 254,216 SH   SOLE 2 254,216 0 0
THOR INDS INC COM 885160101 26,983 238,788 SH   SOLE 1, 2 198,574 0 40,214
TOTALENERGIES SE SPONSORED ADS 89151E109 3,270 72,249 SH   SOLE   72,249 0 0
TPI COMPOSITES INC COM 87266J104 14,031 289,777 SH   SOLE 1, 2 156,239 0 133,538
TRACTOR SUPPLY CO COM 892356106 15,756 84,680 SH   SOLE 2 84,680 0 0
TWILIO INC CL A 90138F102 66,671 169,148 SH   SOLE 2 169,148 0 0
TWITTER INC COM 90184L102 41,156 598,114 SH   SOLE 2 598,114 0 0
ULTA BEAUTY INC COM 90384S303 23,977 69,345 SH   SOLE 2 69,345 0 0
UNILEVER PLC SPON ADR NEW 904767704 325 5,557 SH   SOLE   5,557 0 0
UNITED RENTALS INC COM 911363109 55,311 173,384 SH   SOLE 2 173,384 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 28,282 127,206 SH   SOLE 2 127,206 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 38,948 265,986 SH   SOLE 2 265,986 0 0
UPLAND SOFTWARE INC COM 91544A109 8,953 217,454 SH   SOLE 1, 2 117,359 0 100,095
U S PHYSICAL THERAPY COM 90337L108 10,993 94,871 SH   SOLE 1, 2 51,132 0 43,739
VAIL RESORTS INC COM 91879Q109 5,087 16,073 SH   SOLE 2 16,073 0 0
VAREX IMAGING CORP COM 92214X106 5,805 216,438 SH   SOLE 1, 2 116,669 0 99,769
VERICEL CORP COM 92346J108 19,598 373,296 SH   SOLE 1, 2 201,200 0 172,096
VERINT SYS INC COM 92343X100 8,364 185,572 SH   SOLE 1, 2 100,164 0 85,408
VERTEX PHARMACEUTICALS INC COM 92532F100 33,038 163,854 SH   SOLE 2 163,854 0 0
VIMEO INC COMMON STOCK 92719V100 16,543 337,617 SH   SOLE 2 337,617 0 0
VOYA FINANCIAL INC COM 929089100 27,487 446,951 SH   SOLE 2 446,951 0 0
VULCAN MATLS CO COM 929160109 35,731 205,266 SH   SOLE 2 205,266 0 0
WAYFAIR INC CL A 94419L101 9,312 29,496 SH   SOLE 2 29,496 0 0
WEC ENERGY GROUP INC COM 92939U106 80,056 900,014 SH   SOLE 2 900,014 0 0
WESTLAKE CHEM CORP COM 960413102 20,077 222,858 SH   SOLE 2 222,858 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 64,737 56,390 SH   SOLE 2 56,390 0 0
WPP PLC NEW ADR 92937A102 2,811 41,467 SH   SOLE   41,467 0 0
XYLEM INC COM 98419M100 32,816 273,557 SH   SOLE 2 273,557 0 0
YETI HLDGS INC COM 98585X104 12,726 138,600 SH   SOLE 2 138,600 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 57,327 108,269 SH   SOLE 2 108,269 0 0
ZSCALER INC COM 98980G102 33,001 152,742 SH   SOLE 2 152,742 0 0
ZYNGA INC CL A 98986T108 40,892 3,846,851 SH   SOLE 2 3,846,851 0 0