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 58,012 236,146 SH   SOLE 2 236,146 0 0
ADAPTHEALTH CORP COM 00653Q102 8,062 429,310 SH   SOLE 1,2 209,840 0 219,470
ADVANCED ENERGY INDUSTRIES, INC. COM 007973100 7,245 93,595 SH   SOLE 1,2 45,819 0 47,776
AGCO CORPORATION COM 001084102 13,567 141,073 SH   SOLE 2 141,073 0 0
AGNICO EAGLE MINES LTD COM 008474108 20,588 487,531 SH   SOLE 2 487,531 0 0
AGREE REALTY CORP REIT 008492100 50,662 749,657 SH   SOLE 2 749,657 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 8,242 104,554 SH   SOLE 1,2 51,236 0 53,318
ALBEMARLE CORP COM 012653101 31,619 119,568 SH   SOLE 2 119,568 0 0
ALBERTSONS COS INC COM 013091103 27,386 1,101,605 SH   SOLE 2 1,101,605 0 0
ALCOA CORP COM 013872106 1,806 53,667 SH   SOLE 2 53,667 0 0
ALIGN TECHNOLOGY I COM 016255101 8,184 39,517 SH   SOLE 2 39,517 0 0
AMBARELLA INC COM G037AX101 6,832 121,602 SH   SOLE 1,2 59,579 0 62,023
AMERCO COM 023586100 27,131 53,280 SH   SOLE 2 53,280 0 0
AMERISOURCEBERGEN CORPORATION COM 03073E105 49,213 363,651 SH   SOLE 2 363,651 0 0
AMN HEALTHCARE SVS COM 001744101 34,821 328,622 SH   SOLE 1,2 263,908 0 64,714
APPLIED INDL TECHS COM 03820C105 10,497 102,133 SH   SOLE 1,2 50,046 0 52,087
ARCH CAPITAL GROUP LTD. COM G0450A105 20,647 453,383 SH   SOLE 2 453,383 0 0
ARIS WATER SOLUTIONS INC COM 04041L106 3,410 267,202 SH   SOLE 1,2 130,815 0 136,387
ARISTA NETWORKS INC COM 040413106 37,505 332,227 SH   SOLE 2 332,227 0 0
AXIS CAPITAL HOLDINGS LIMITED COM G0692U109 53,902 1,096,679 SH   SOLE 2 1,096,679 0 0
AXOS FINANCIAL INC COM 05465C100 7,111 207,740 SH   SOLE 1,2 101,701 0 106,039
BAKER HUGHES COMPANY COM 05722G100 33,092 1,578,829 SH   SOLE 2 1,578,829 0 0
BALCHEM CORP COM 057665200 9,803 80,631 SH   SOLE 1,2 39,519 0 41,112
BEST BUY INC COM 086516101 7,655 120,860 SH   SOLE 2 120,860 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 37,750 445,327 SH   SOLE 2 445,327 0 0
BLACK KNIGHT INC COM 09215C105 9,442 145,870 SH   SOLE 2 145,870 0 0
BOOZ ALLEN HAMILTON INC COM 099502106 15,543 168,304 SH   SOLE 2 168,304 0 0
BOX INC. COM 10316T104 10,335 423,747 SH   SOLE 1,2 207,454 0 216,293
BROWN & BROWN INC COM 115236101 78,815 1,303,150 SH   SOLE 2 1,303,150 0 0
BURLINGTON STORES INC. COM 122017106 14,932 133,449 SH   SOLE 2 133,449 0 0
BWX TECHNOLOGIES INC COM 05605H100 17,723 351,851 SH   SOLE 2 351,851 0 0
CARETRUST REIT INC REIT 14174T107 7,520 415,247 SH   SOLE 1,2 203,293 0 211,954
CARRIER GLOB CORP COM 14448C104 40,673 1,143,791 SH   SOLE 2 1,143,791 0 0
CASEYS GEN STORES COM 147528103 48,780 240,865 SH   SOLE 2 240,865 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 105,927 902,506 SH   SOLE 2 902,506 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,990 70,603 SH   SOLE 2 70,603 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 27,437 285,059 SH   SOLE 2 285,059 0 0
CHAMPIONX CORP COM 15872M104 10,370 529,877 SH   SOLE 2 529,877 0 0
CHART INDUSTRIES INC COM 16115Q308 62,800 340,654 SH   SOLE 1,2 299,190 0 41,464
CHEESECAKE FACTORY COM 163072101 5,250 179,303 SH   SOLE 1,2 87,778 0 91,525
CHESAPEAKE ENERGY CORP COM 165167735 51,649 548,229 SH   SOLE 2 548,229 0 0
CHIPOTLE MEXICAN G COM 169656105 49,529 32,959 SH   SOLE 2 32,959 0 0
CMS ENERGY CORPORATION COM 125896100 59,388 1,019,714 SH   SOLE 2 1,019,714 0 0
COHEN & STEERS INC COM 19247A100 9,812 156,662 SH   SOLE 1,2 76,696 0 79,966
COHERENT CORP COM 19247G107 6,650 190,808 SH   SOLE 1,2 93,526 0 97,282
COHERUS BIOSCIENCES INC COM 19249H103 6,433 669,386 SH   SOLE 1,2 327,966 0 341,420
COMERICA INCORPORATED COM 200340107 19,401 272,866 SH   SOLE 2 272,866 0 0
COPART INC COM 217204106 2,345 22,037 SH   SOLE 2 22,037 0 0
CORE LABORATORIES COM N22717107 3,850 285,628 SH   SOLE 1,2 139,993 0 145,635
CORTEVA INC COM 22052L104 45,706 799,749 SH   SOLE 2 799,749 0 0
COSTAR GROUP INC COM 22160N109 9,829 141,122 SH   SOLE 2 141,122 0 0
CRACKER BARREL OLD COM 22410J106 4,757 51,385 SH   SOLE 1,2 25,184 0 26,201
CREDO TECHNOLOGY GROUP HOLDING COM G25457105 7,025 638,662 SH   SOLE 1,2 313,005 0 325,657
Crowdstrike Holdings Inc COM 22788C105 41,865 254,019 SH   SOLE 2 254,019 0 0
D R HORTON INC COM 23331A109 14,198 210,810 SH   SOLE 2 210,810 0 0
DARDEN RESTAURANTS INC COM 237194105 28,690 227,124 SH   SOLE 2 227,124 0 0
DARLING INGREDIENTS, INC COM 237266101 49,240 744,363 SH   SOLE 2 744,363 0 0
DELTA AIR LINES INC COM 247361702 11,211 399,548 SH   SOLE 2 399,548 0 0
DESCARTES SYS GROUP INC COM 249906108 8,826 138,926 SH   SOLE 1,2 68,014 0 70,912
DEXCOM INC COM 252131107 2,365 29,370 SH   SOLE 2 29,370 0 0
DOCUSIGN INC COM 256163106 45,948 859,326 SH   SOLE 2 859,326 0 0
DOLLAR GENERAL CORPORATION COM 256677105 35,863 149,518 SH   SOLE 2 149,518 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 6,257 255,610 SH   SOLE 2 255,610 0 0
DYCOM INDUSTRIES, INC. COM 267475101 10,362 108,465 SH   SOLE 1,2 53,103 0 55,362
EAGLE MATERIALS INC. COM 26969P108 20,773 193,815 SH   SOLE 2 193,815 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 3,778 142,984 SH   SOLE 1,2 70,001 0 72,983
EASTGROUP PROPERTIES, INC. REIT 277276101 18,865 130,697 SH   SOLE 2 130,697 0 0
EATON CORP PLC COM G29183103 13,191 98,911 SH   SOLE 2 98,911 0 0
ENPHASE ENERGY INC COM 29355A107 46,922 169,107 SH   SOLE 2 169,107 0 0
ENVESTNET INC COM 29404K106 4,964 111,799 SH   SOLE 1,2 54,796 0 57,003
EPLUS INC COM 294268107 6,971 167,816 SH   SOLE 1,2 82,157 0 85,659
EVEREST RE GROUP COM G3223R108 9,471 36,087 SH   SOLE 2 36,087 0 0
EVERGY INC COM 30034W106 75,644 1,273,473 SH   SOLE 2 1,273,473 0 0
EXCELERATE ENERGY, INC COM 30069T101 5,971 255,168 SH   SOLE 1,2 125,018 0 130,150
EXELIXIS, INC. COM 30161Q104 18,703 1,192,816 SH   SOLE 2 1,192,816 0 0
FABRINET COM G3323L100 8,840 92,610 SH   SOLE 1,2 45,343 0 47,267
FIDELITY NATIONAL FINANCIAL, INC. COM 31620R303 18,800 519,346 SH   SOLE 2 519,346 0 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 18,035 256,684 SH   SOLE 2 256,684 0 0
FORWARD AIR CORPN COM 349853101 9,064 100,417 SH   SOLE 1,2 49,163 0 51,254
FOX CORPORATION COM 35137L105 38,010 1,238,904 SH   SOLE 2 1,238,904 0 0
FREEPORT-MCMORAN INC COM 35671D857 13,544 495,561 SH   SOLE 2 495,561 0 0
FTI CONSULTING, INC. COM 302941109 21,062 127,104 SH   SOLE 2 127,104 0 0
G-III APPAREL GP COM 36237H101 4,082 273,030 SH   SOLE 1,2 133,669 0 139,361
GARMIN LTD COM H2906T109 5,684 70,770 SH   SOLE 2 70,770 0 0
GARTNER INCORPORATION COM 366651107 62,567 226,126 SH   SOLE 2 226,126 0 0
GENERAC HLDGS COM 368736104 45,611 256,039 SH   SOLE 2 256,039 0 0
GLOBAL INDL CO COM 37892E102 6,332 235,987 SH   SOLE 1,2 115,534 0 120,453
GRAINGER W W INC COM 384802104 5,227 10,684 SH   SOLE 2 10,684 0 0
HALLIBURTON COMPANY COM 406216101 4,334 176,041 SH   SOLE 2 176,041 0 0
HALOZYME THERAPEUT COM 40637H109 11,843 299,528 SH   SOLE 1,2 146,513 0 153,015
HEALTHCARE REALTY TRUST INCORPORATED REIT 42226K105 83,800 4,019,196 SH   SOLE 2 4,019,196 0 0
HEALTHEQUITY INC COM 42226A107 12,255 182,452 SH   SOLE 1,2 89,396 0 93,056
HENRY SCHEIN, INC. COM 806407102 25,148 382,370 SH   SOLE 2 382,370 0 0
HERSHEY CO COM 427866108 13,359 60,595 SH   SOLE 2 60,595 0 0
HESS CORPORATION COM 42809H107 39,068 358,458 SH   SOLE 2 358,458 0 0
HEXCEL CORPORATION COM 428291108 4,921 95,138 SH   SOLE 2 95,138 0 0
HILLTOP HOLDINGS INC COM 432748101 4,691 188,785 SH   SOLE 1,2 92,443 0 96,342
HORIZON THERAPEUTICS PLC COM G46188101 6,871 111,023 SH   SOLE 2 111,023 0 0
HORMEL FOODS CORP COM 440452100 10,256 225,701 SH   SOLE 2 225,701 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 21,821 1,374,116 SH   SOLE 2 1,374,116 0 0
HUBBELL INCORPORATED COM 443510607 30,744 137,865 SH   SOLE 2 137,865 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 40,544 183,042 SH   SOLE 2 183,042 0 0
HUNTSMAN CORPORATION COM 447011107 8,918 363,420 SH   SOLE 2 363,420 0 0
I3 VERTICALS INC COM 46571Y107 7,056 352,256 SH   SOLE 1,2 172,451 0 179,805
IAA Inc COM 449253103 24,711 775,868 SH   SOLE 2 775,868 0 0
IAC INC COM 44891N208 12,894 232,825 SH   SOLE 2 232,825 0 0
ICU MEDICAL INC COM 44930G107 6,969 46,278 SH   SOLE 1,2 22,678 0 23,600
IMPINJ INC COM 453204109 9,753 121,869 SH   SOLE 1,2 59,660 0 62,209
INSMED INC COM 457669307 6,988 324,440 SH   SOLE 1,2 158,836 0 165,604
INSPERITY INC COM 45778Q107 12,563 123,062 SH   SOLE 1,2 60,303 0 62,759
INSTALLED BUILDING PRODUCTS INC COM 45780R101 9,109 112,467 SH   SOLE 1,2 55,060 0 57,407
INTEGER HOLDINGS CORPORATION COM 45826H109 6,939 111,498 SH   SOLE 1,2 54,585 0 56,913
JACK HENRY & ASSOC COM 426281101 34,090 187,030 SH   SOLE 2 187,030 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 60,142 382,192 SH   SOLE 2 382,192 0 0
KIMBELL ROYALTY PARTNERS LP MLP 49435R102 5,424 319,445 SH   SOLE 1,2 158,331 0 161,114
KLA CORP COM 482480100 9,686 32,005 SH   SOLE 2 32,005 0 0
KNIGHT SWIFT TRANSN HOLDINGS INC COM 499049104 21,537 440,151 SH   SOLE 2 440,151 0 0
KRATOS DEFENSE & SEC SOLUTIONS INC COM 50077B207 5,294 521,048 SH   SOLE 1,2 255,123 0 265,925
L3HARRTECHNOLOGIES INC COM 502431109 23,806 114,547 SH   SOLE 2 114,547 0 0
LAMB WESTON HLDGS INC COM 513272104 17,331 223,970 SH   SOLE 2 223,970 0 0
LEMAITRE VASCULAR COM 525558201 10,393 205,065 SH   SOLE 1,2 100,232 0 104,833
LGI HOMES INC COM 50187T106 6,374 78,330 SH   SOLE 1,2 38,346 0 39,984
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,317 342,688 SH   SOLE 1,2 167,764 0 174,924
LIVE NATION ENTERTAINMENT, INC. COM 538034109 45,493 598,277 SH   SOLE 2 598,277 0 0
LKQ CORPORATION COM 501889208 15,262 323,680 SH   SOLE 2 323,680 0 0
LULULEMON ATHLETIC COM 550021109 58,313 208,590 SH   SOLE 2 208,590 0 0
LUMENTUM HOLDINGS INCORPORATION COM 55024U109 11,040 161,000 SH   SOLE 2 161,000 0 0
MAGNITE INC COM 55955D100 3,798 578,040 SH   SOLE 1,2 283,006 0 295,034
MARATHON PETROLEUM COMPANY COM 56585A102 2,436 24,522 SH   SOLE 2 24,522 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 27,578 85,623 SH   SOLE 2 85,623 0 0
MASIMO CORPORATION COM 574795100 10,833 76,741 SH   SOLE 2 76,741 0 0
MATCH GROUP INC NEW COM 57667L107 711 14,890 SH   SOLE 2 14,890 0 0
MATERION CORP COM 576690101 5,794 72,420 SH   SOLE 1,2 35,507 0 36,913
MEDPACE HOLDINGS INC. COM 58506Q109 10,876 69,196 SH   SOLE 1,2 33,822 0 35,374
MID-AMER APT CMNTYS INC REIT 59522J103 59,078 380,978 SH   SOLE 2 380,978 0 0
MODIVCARE INC COM 60783X104 6,297 63,173 SH   SOLE 1,2 30,878 0 32,295
MOLINA HEALTHCARE, INC. COM 60855R100 58,164 176,340 SH   SOLE 2 176,340 0 0
MONOLITHIC PWR SYS COM 609839105 37,237 102,469 SH   SOLE 2 102,469 0 0
MONRO INC COM 610236101 5,641 129,801 SH   SOLE 1,2 63,597 0 66,204
MONSTER BEVERAGE CORP COM 61174X109 27,330 314,283 SH   SOLE 2 314,283 0 0
MURPHY USA INC COM 626755102 27,756 100,963 SH   SOLE 2 100,963 0 0
NEOGENOMICS INC COM 64049M209 2,342 272,021 SH   SOLE 1,2 133,173 0 138,848
NEUROCRINE BIOSCIENCES INC COM 64125C109 24,739 232,924 SH   SOLE 2 232,924 0 0
NUCOR CORP COM 670346105 4,075 38,092 SH   SOLE 2 38,092 0 0
NUVASIVE INC. COM 670704105 18,885 431,077 SH   SOLE 2 431,077 0 0
NVR INC COM 62944T105 36,286 9,101 SH   SOLE 2 9,101 0 0
NXP SEMICONDUCTORS NV COM N6596X109 869 5,892 SH   SOLE 2 5,892 0 0
OMNICELL INC COM 68213N109 26,983 310,045 SH   SOLE 1,2 256,769 0 53,276
ON SEMICONDUCTOR CORP. COM 682189105 34,633 555,640 SH   SOLE 2 555,640 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 6,421 764,453 SH   SOLE 1,2 374,263 0 390,190
OPEN LENDING CORP COM 68373J104 2,226 276,881 SH   SOLE 1,2 135,722 0 141,159
OVINTIV INC COM 69047Q102 41,199 895,622 SH   SOLE 2 895,622 0 0
OWENS CORNING COM 690742101 19,121 243,235 SH   SOLE 2 243,235 0 0
PACIRA BIOSCIENCES INC COM 695127100 8,032 150,997 SH   SOLE 1,2 73,804 0 77,193
PATRICK INDS INC COM 703343103 5,219 119,044 SH   SOLE 1,2 58,355 0 60,689
PAYCOM SOFTWARE INC COM 70432V102 41,290 125,124 SH   SOLE 2 125,124 0 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 9,231 214,935 SH   SOLE 1,2 105,351 0 109,584
PIONEER NATURAL RESOURCES CO COM 723787107 4,301 19,861 SH   SOLE 2 19,861 0 0
PJT PARTNERS INC COM 69343T107 6,491 97,138 SH   SOLE 1,2 47,554 0 49,584
PLEXUS CORP COM 729132100 7,552 86,246 SH   SOLE 1,2 42,221 0 44,025
POLARIS INC COM 731068102 18,192 190,190 SH   SOLE 2 190,190 0 0
POWER INTEGRATIONS COM 739276103 6,710 104,325 SH   SOLE 1,2 51,073 0 53,252
PROSPERITY BANCSHA COM 743606105 53,913 808,535 SH   SOLE 2 808,535 0 0
PROTO LABS INC COM 743713109 2,443 67,067 SH   SOLE 1,2 32,862 0 34,205
PURE STORAGE INC COM 74624M102 53,965 1,971,701 SH   SOLE 2 1,971,701 0 0
QUALYS INC COM 74758T303 10,011 71,823 SH   SOLE 1,2 35,164 0 36,659
QUANTA SERVICES, INC. COM 74762E102 83,892 658,543 SH   SOLE 2 658,543 0 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 15,735 457,948 SH   SOLE 2 457,948 0 0
REGAL REXNORD CORPORATION COM 758750103 17,896 127,499 SH   SOLE 2 127,499 0 0
ROKU INC COM 77543R102 15,204 269,569 SH   SOLE 2 269,569 0 0
ROSS STORES INC COM 778296103 36,216 429,760 SH   SOLE 2 429,760 0 0
SERVICE CORP INTL COM 817565104 21,816 377,833 SH   SOLE 2 377,833 0 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 30,405 356,568 SH   SOLE 2 356,568 0 0
SOUTHWEST AIRLINES CO COM 844741108 13,527 438,626 SH   SOLE 2 438,626 0 0
SPLUNK INC COM 848637104 53,003 704,832 SH   SOLE 2 704,832 0 0
SPOTIFY TECH SA COM L8681T102 18,323 212,323 SH   SOLE 2 212,323 0 0
STAG INDUSTRIAL, INC. REIT 85254J102 68,811 2,420,367 SH   SOLE 2 2,420,367 0 0
STONERIDGE INC. COM 86183P102 4,693 276,896 SH   SOLE 1,2 135,563 0 141,333
SUPERNUS PHARMACEUTICALS, INC COM 868459108 10,582 312,617 SH   SOLE 1,2 153,164 0 159,453
SVB FINANCIAL GROUP COM 78486Q101 34,839 103,754 SH   SOLE 2 103,754 0 0
SYNOVUS FINANCIAL CORP. COM 87161C501 26,711 712,092 SH   SOLE 2 712,092 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC. COM 874054109 23,401 214,686 SH   SOLE 2 214,686 0 0
TELEFLEX INC COM 879369106 12,482 61,956 SH   SOLE 2 61,956 0 0
TERADATA CORP COM 88076W103 76,463 2,461,779 SH   SOLE 2 2,461,779 0 0
TERADYNE INC. COM 880770102 19,229 255,876 SH   SOLE 2 255,876 0 0
TEXAS ROADHOUSE COM 882681109 38,779 444,412 SH   SOLE 2 444,412 0 0
TEXTRON INC. COM 883203101 29,199 501,186 SH   SOLE 2 501,186 0 0
THE KROGER CO. COM 501044101 16,835 384,793 SH   SOLE 2 384,793 0 0
THE MOSAIC COMPANY COM 61945C103 32,563 673,762 SH   SOLE 2 673,762 0 0
THE TIMKEN COMPANY COM 887389104 14,391 243,742 SH   SOLE 2 243,742 0 0
THE TRADE DESK INC COM 88339J105 1,319 22,077 SH   SOLE 2 22,077 0 0
THOR INDUSTRIES COM 885160101 12,419 177,470 SH   SOLE 1,2 134,460 0 43,010
THORNE HEALTHTECH INC COM COM 885260109 1,248 263,938 SH   SOLE 1,2 129,215 0 134,723
TPI COMPOSITES INC COM 87266J104 3,623 321,162 SH   SOLE 1,2 157,230 0 163,932
TRACTOR SUPPLY CO COM 892356106 14,964 80,501 SH   SOLE 2 80,501 0 0
TTEC HOLDINGS INC COM 89854H102 4,148 93,619 SH   SOLE 1,2 45,831 0 47,788
TYSON FOODS, INC. COM 902494103 10,914 165,537 SH   SOLE 2 165,537 0 0
ULTA BEAUTY INC COM 90384S303 39,499 98,455 SH   SOLE 2 98,455 0 0
ULTRA CLEAN HOLDINGS INC COM 90385V107 3,702 143,754 SH   SOLE 1,2 70,456 0 73,298
UMH PROPERTIES INC REIT 903002103 4,758 294,590 SH   SOLE 1,2 144,218 0 150,372
UNITED RENTALS, INC. COM 911363109 9,019 33,389 SH   SOLE 2 33,389 0 0
UNIVERSAL DISPLAY COM 91347P105 7,812 82,797 SH   SOLE 2 82,797 0 0
US PHYSICAL THERAP COM 90337L108 5,323 70,026 SH   SOLE 1,2 34,227 0 35,799
VAIL RESORTS, INC. COM 91879Q109 23,186 107,523 SH   SOLE 2 107,523 0 0
VALARIS LIMITED COM G9460G101 12,326 251,853 SH   SOLE 2 251,853 0 0
VALERO ENERGY CORPORATION COM 91913Y100 23,036 215,588 SH   SOLE 2 215,588 0 0
VAREX IMAGING CORPORATION COM 92214X106 4,417 208,925 SH   SOLE 1,2 102,282 0 106,643
VEEVA SYSTEMS INC COM 922475108 12,780 77,512 SH   SOLE 2 77,512 0 0
VERICEL CORPORATION COM 92346J108 8,031 346,184 SH   SOLE 1,2 169,472 0 176,712
VERINT SYSTEMS INC COM 92343X100 6,012 179,034 SH   SOLE 1,2 87,742 0 91,292
VERTEX PHARMACEUTICALS INC COM 92532F100 33,209 114,696 SH   SOLE 2 114,696 0 0
VICOR CORP COM 925815102 7,698 130,159 SH   SOLE 1,2 63,770 0 66,389
VOYA FINANCIAL INC COM 929089100 24,379 402,966 SH   SOLE 2 402,966 0 0
VULCAN MATERIALS COMPANY COM 929160109 24,495 155,317 SH   SOLE 2 155,317 0 0
WEC ENERGY GRP INC COM 92939U106 100,020 1,118,414 SH   SOLE 2 1,118,414 0 0
WESTLAKE CORP COM 960413102 13,658 157,201 SH   SOLE 2 157,201 0 0
WHITE MOUNTNS INSU COM G9618E107 46,761 35,887 SH   SOLE 2 35,887 0 0
WORKDAY INC COM 98138H101 34,881 229,150 SH   SOLE 2 229,150 0 0
YETI HLDGS INC COM 98585X104 15,472 542,482 SH   SOLE 2 542,482 0 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 34,684 132,378 SH   SOLE 2 132,378 0 0
ZIFF DAVIS, INC COM 48123V102 7,577 110,639 SH   SOLE 1,2 54,211 0 56,428
ZILLOW GROUP INC COM 98954M200 4,257 148,788 SH   SOLE 2 148,788 0 0
ZSCALER INC COM 98980G102 35,211 214,217 SH   SOLE 2 214,217 0 0