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
2SEVENTY BIO INC COMMON STOCK 901384107 323 22,200 SH   SOLE   19,900 0 2,300
ACHILLES THERAPEUTICS PLC SPONSORED ADS 00449L102 844 373,558 SH   SOLE   334,531 0 39,027
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 272 253,134 SH   SOLE   227,107 0 26,027
AKAMAI TECHNOLOGIES INC COM 00971T101 19,408 241,639 SH   SOLE   217,025 0 24,614
ALAUNOS THERAPEUTICS INC COM 98973P101 557 323,940 SH   SOLE   290,613 0 33,327
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,855 35,687 SH   SOLE   31,911 0 3,776
AMAZON COM INC COM 023135106 856 7,575 SH   SOLE   7,575 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 11,725 1,205,006 SH   SOLE   1,079,728 0 125,278
AMMO INC COM 00175J107 2,460 839,454 SH   SOLE   736,120 0 103,334
AMPLITUDE INC COM CL A 03213A104 2,522 163,001 SH   SOLE   145,536 0 17,465
API GROUP CORP COM STK 00187Y100 647 48,789 SH   SOLE   43,562 0 5,227
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100 192 89,792 SH   SOLE   80,413 0 9,379
BREAD FINANCIAL HOLDINGS INC COM 018581108 5,457 173,500 SH   SOLE   154,900 0 18,600
CARIBOU BIOSCIENCES INC COM 142038108 392 37,200 SH   SOLE   33,300 0 3,900
CELLECTIS S A SPON ADS 15117K103 240 104,596 SH   SOLE   93,619 0 10,977
CENTURY THERAPEUTICS INC COM 15673T100 535 54,100 SH   SOLE   48,500 0 5,600
CIRRUS LOGIC INC COM 172755100 14,905 216,639 SH   SOLE   194,519 0 22,120
CITIGROUP INC COM NEW 172967424 19,462 467,047 SH   SOLE   424,290 0 42,757
CLEAN HARBORS INC COM 184496107 5,960 54,191 SH   SOLE   48,668 0 5,523
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 2,837 54,397 SH   SOLE   48,637 0 5,760
COHERENT CORP COM 19247G107 1,381 39,627 SH   SOLE   35,376 0 4,251
CONAGRA BRANDS INC COM 205887102 10,952 335,649 SH   SOLE   300,801 0 34,848
CONSOLIDATED EDISON INC COM 209115104 280 3,260 SH   SOLE   3,260 0 0
DISH NETWORK CORPORATION CL A 25470M109 11,756 850,070 SH   SOLE   761,699 0 88,371
DOMO INC COM CL B 257554105 1,223 68,000 SH   SOLE   61,137 0 6,863
ENOVIX CORPORATION COM 293594107 5,748 313,524 SH   SOLE   279,854 0 33,670
EVERBRIDGE INC COM 29978A104 17,015 551,014 SH   SOLE   493,009 0 58,005
EVERCORE INC CLASS A 29977A105 5,764 70,079 SH   SOLE   62,541 0 7,538
FIRSTENERGY CORP COM 337932107 283 7,653 SH   SOLE   7,653 0 0
FLEX LTD ORD Y2573F102 18,844 1,131,079 SH   SOLE   1,015,253 0 115,826
FULL HSE RESORTS INC COM 359678109 2,525 449,283 SH   SOLE   405,031 0 44,252
HANESBRANDS INC COM 410345102 2,353 338,076 SH   SOLE   303,206 0 34,870
HUDSON PAC PPTYS INC COM 444097109 709 64,717 SH   SOLE   57,792 0 6,925
IAC INC COM NEW 44891N208 12,633 228,115 SH   SOLE   204,087 0 24,028
ICU MED INC COM 44930G107 15,390 102,189 SH   SOLE   91,663 0 10,526
ISHARES TR RUSSELL 2000 ETF 464287655 6,463 39,191 SH   SOLE   39,191 0 0
JD.COM INC SPON ADR CL A 47215P106 2,200 43,741 SH   SOLE   39,180 0 4,561
JPMORGAN CHASE & CO COM 46625H100 19,565 187,228 SH   SOLE   170,053 0 17,175
KIMCO RLTY CORP COM 49446R109 1,464 79,497 SH   SOLE   70,989 0 8,508
KINETIK HOLDINGS INC COM NEW CL A 02215L209 2,588 79,423 SH   SOLE   71,623 0 7,800
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 2,313 279,700 SH   SOLE   251,200 0 28,500
LYELL IMMUNOPHARMA INC COM 55083R104 1,161 158,400 SH   SOLE   143,700 0 14,700
META PLATFORMS INC CL A 30303M102 11,126 82,000 SH   SOLE   73,100 0 8,900
MICROSTRATEGY INC CL A NEW 594972408 520 2,449 SH   SOLE   2,188 0 261
NEW RELIC INC COM 64829B100 9,705 169,139 SH   SOLE   151,174 0 17,965
NEXIMMUNE INC COM 65344D109 206 370,691 SH   SOLE   331,945 0 38,746
NEXTERA ENERGY INC COM 65339F101 281 3,589 SH   SOLE   3,589 0 0
NKARTA INC COM 65487U108 259 19,700 SH   SOLE   17,700 0 2,000
NORDSTROM INC COM 655664100 5,252 313,902 SH   SOLE   280,082 0 33,820
PARK HOTELS & RESORTS INC COM 700517105 23,713 2,105,925 SH   SOLE   1,885,323 0 220,602
PELOTON INTERACTIVE INC CL A COM 70614W100 2,139 308,626 SH   SOLE   276,607 0 32,019
PINTEREST INC CL A 72352L106 5,639 242,028 SH   SOLE   216,054 0 25,974
PRECIGEN INC COM 74017N105 329 155,200 SH   SOLE   139,200 0 16,000
SKYWEST INC COM 830879102 4,539 279,169 SH   SOLE   250,447 0 28,722
SMARTSHEET INC COM CL A 83200N103 13,632 396,742 SH   SOLE   355,405 0 41,337
SPDR S&P 500 ETF TR TR UNIT 78462F103 6,393 17,899 SH   SOLE   17,899 0 0
STANLEY BLACK & DECKER INC COM 854502101 25,157 334,494 SH   SOLE   300,384 0 34,110
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 25,697 235,748 SH   SOLE   211,802 0 23,946
TRANSOCEAN LTD REG SHS H8817H100 2,750 1,113,318 SH   SOLE   994,002 0 119,316
TRIP COM GROUP LTD ADS 89677Q107 1,168 42,783 SH   SOLE   38,322 0 4,461
ULTA BEAUTY INC COM 90384S303 11,958 29,806 SH   SOLE   26,749 0 3,057
UNITED RENTALS INC COM 911363109 5,799 21,467 SH   SOLE   19,170 0 2,297
VONTIER CORPORATION COM 928881101 9,306 556,912 SH   SOLE   498,079 0 58,833
WALMART INC COM 931142103 845 6,518 SH   SOLE   6,518 0 0
WINTRUST FINL CORP COM 97650W108 5,455 66,890 SH   SOLE   59,947 0 6,943
XCEL ENERGY INC COM 98389B100 279 4,362 SH   SOLE   4,362 0 0
ZIONS BANCORPORATION N A COM 989701107 15,421 303,212 SH   SOLE   272,414 0 30,798