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
AMCOR PLC ORD G0250X107   205,322 21,299 SH   SOLE   21,299 0 0
ARCH CAP GROUP LTD ORD G0450A105   457,800 6,164 SH   SOLE   6,164 0 0
LINDE PLC SHS G54950103   242,730 591 SH   SOLE   591 0 0
MEDTRONIC PLC SHS G5960L103   350,609 4,256 SH   SOLE   4,256 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   1,862,878 92,958 SH   SOLE   92,958 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   107,923 12,956 SH   SOLE   12,956 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   360,353 1,494 SH   SOLE   1,494 0 0
GARMIN LTD SHS H2906T109   892,967 6,947 SH   SOLE   6,947 0 0
ON HLDG AG NAMEN AKT A H5919C104   208,154 7,718 SH   SOLE   7,718 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,056,487 10,944 SH   SOLE   10,944 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   212,378 1,390 SH   SOLE   1,390 0 0
MONDAY COM LTD SHS M7S64H106   447,363 2,382 SH   SOLE   2,382 0 0
AERCAP HOLDINGS NV SHS N00985106   236,189 3,178 SH   SOLE   3,178 0 0
CNH INDL N V SHS N20944109   148,681 12,207 SH   SOLE   12,207 0 0
YANDEX N V SHS CLASS A N97284108   995,860 80,922 SH   SOLE   80,922 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   1,256,571 9,704 SH   SOLE   9,704 0 0
ADT INC DEL COM 00090Q103   186,711 27,377 SH   SOLE   27,377 0 0
AFLAC INC COM 001055102   411,510 4,988 SH   SOLE   4,988 0 0
ABBOTT LABS COM 002824100   502,249 4,563 SH   SOLE   4,563 0 0
ABBVIE INC COM 00287Y109   775,470 5,004 SH   SOLE   5,004 0 0
ABERCROMBIE & FITCH CO CL A 002896207   342,117 3,878 SH   SOLE   3,878 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   744,348 11,278 SH   SOLE   11,278 0 0
ADOBE INC COM 00724F101   570,946 957 SH   SOLE   957 0 0
AFFIRM HLDGS INC COM CL A 00827B106   919,557 18,713 SH   SOLE   18,713 0 0
AIR PRODS & CHEMS INC COM 009158106   441,092 1,611 SH   SOLE   1,611 0 0
ALIGN TECHNOLOGY INC COM 016255101   677,328 2,472 SH   SOLE   2,472 0 0
ELEVANCE HEALTH INC COM 036752103   613,971 1,302 SH   SOLE   1,302 0 0
APPLOVIN CORP COM CL A 03831W108   409,140 10,267 SH   SOLE   10,267 0 0
ARAMARK COM 03852U106   980,212 34,883 SH   SOLE   34,883 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   333,945 4,624 SH   SOLE   4,624 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   697,805 41,536 SH   SOLE   41,536 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   269,333 3,999 SH   SOLE   3,999 0 0
ATLASSIAN CORPORATION CL A 049468101   250,467 1,053 SH   SOLE   1,053 0 0
AURORA INNOVATION INC CLASS A COM 051774107   53,270 12,190 SH   SOLE   12,190 0 0
AUTODESK INC COM 052769106   310,680 1,276 SH   SOLE   1,276 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   1,497,065 6,426 SH   SOLE   6,426 0 0
AUTONATION INC COM 05329W102   351,872 2,343 SH   SOLE   2,343 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   440,816 3,399 SH   SOLE   3,399 0 0
BANK NEW YORK MELLON CORP COM 064058100   401,774 7,719 SH   SOLE   7,719 0 0
BARCLAYS PLC ADR 06738E204   345,617 43,860 SH   SOLE   43,860 0 0
BOOT BARN HLDGS INC COM 099406100   525,806 6,850 SH   SOLE   6,850 0 0
BORGWARNER INC COM 099724106   326,056 9,095 SH   SOLE   9,095 0 0
BOYD GAMING CORP COM 103304101   325,322 5,196 SH   SOLE   5,196 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   216,220 4,214 SH   SOLE   4,214 0 0
BROADCOM INC COM 11135F101   795,886 713 SH   SOLE   713 0 0
BROWN & BROWN INC COM 115236101   392,883 5,525 SH   SOLE   5,525 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   547,396 3,279 SH   SOLE   3,279 0 0
BURLINGTON STORES INC COM 122017106   569,243 2,927 SH   SOLE   2,927 0 0
CDW CORP COM 12514G108   271,875 1,196 SH   SOLE   1,196 0 0
CF INDS HLDGS INC COM 125269100   454,899 5,722 SH   SOLE   5,722 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   804,723 9,315 SH   SOLE   9,315 0 0
THE CIGNA GROUP COM 125523100   412,942 1,379 SH   SOLE   1,379 0 0
CVS HEALTH CORP COM 126650100   866,586 10,975 SH   SOLE   10,975 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   378,050 1,388 SH   SOLE   1,388 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   333,504 7,114 SH   SOLE   7,114 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   306,145 21,349 SH   SOLE   21,349 0 0
CARDINAL HEALTH INC COM 14149Y108   280,829 2,786 SH   SOLE   2,786 0 0
CARGURUS INC COM CL A 141788109   235,488 9,747 SH   SOLE   9,747 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,688,215 91,058 SH   SOLE   91,058 0 0
CARTERS INC COM 146229109   252,230 3,368 SH   SOLE   3,368 0 0
CARVANA CO CL A 146869102   306,523 5,790 SH   SOLE   5,790 0 0
CATERPILLAR INC COM 149123101   648,404 2,193 SH   SOLE   2,193 0 0
CERIDIAN HCM HLDG INC COM 15677J108   834,973 12,440 SH   SOLE   12,440 0 0
CHART INDS INC COM 16115Q308   396,857 2,911 SH   SOLE   2,911 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,539,124 673 SH   SOLE   673 0 0
CHURCHILL DOWNS INC COM 171484108   335,301 2,485 SH   SOLE   2,485 0 0
CIENA CORP COM NEW 171779309   319,931 7,108 SH   SOLE   7,108 0 0
CINEMARK HLDGS INC COM 17243V102   417,163 29,607 SH   SOLE   29,607 0 0
CISCO SYS INC COM 17275R102   498,127 9,860 SH   SOLE   9,860 0 0
CINTAS CORP COM 172908105   574,938 954 SH   SOLE   954 0 0
CLOUDFLARE INC CL A COM 18915M107   1,296,525 15,572 SH   SOLE   15,572 0 0
COCA COLA CO COM 191216100   533,611 9,055 SH   SOLE   9,055 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   215,260 2,850 SH   SOLE   2,850 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   4,154,775 23,889 SH   SOLE   23,889 0 0
CONFLUENT INC CLASS A COM 20717M103   366,748 15,673 SH   SOLE   15,673 0 0
COPART INC COM 217204106   295,470 6,030 SH   SOLE   6,030 0 0
COSTCO WHSL CORP NEW COM 22160K105   751,831 1,139 SH   SOLE   1,139 0 0
COURSERA INC COM 22266M104   304,613 15,726 SH   SOLE   15,726 0 0
CUMMINS INC COM 231021106   958,759 4,002 SH   SOLE   4,002 0 0
D R HORTON INC COM 23331A109   263,685 1,735 SH   SOLE   1,735 0 0
DECKERS OUTDOOR CORP COM 243537107   526,054 787 SH   SOLE   787 0 0
DEERE & CO COM 244199105   469,847 1,175 SH   SOLE   1,175 0 0
DESIGNER BRANDS INC CL A 250565108   204,674 23,127 SH   SOLE   23,127 0 0
DEXCOM INC COM 252131107   817,753 6,590 SH   SOLE   6,590 0 0
DICKS SPORTING GOODS INC COM 253393102   2,553,109 17,374 SH   SOLE   17,374 0 0
DISNEY WALT CO COM 254687106   902,449 9,995 SH   SOLE   9,995 0 0
DOLLAR GEN CORP NEW COM 256677105   1,280,513 9,419 SH   SOLE   9,419 0 0
DOLLAR TREE INC COM 256746108   2,859,893 20,133 SH   SOLE   20,133 0 0
DOORDASH INC CL A 25809K105   1,031,027 10,426 SH   SOLE   10,426 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   341,255 9,681 SH   SOLE   9,681 0 0
DUOLINGO INC CL A COM 26603R106   443,038 1,953 SH   SOLE   1,953 0 0
DUTCH BROS INC CL A 26701L100   717,072 22,642 SH   SOLE   22,642 0 0
EBAY INC. COM 278642103   1,832,520 42,011 SH   SOLE   42,011 0 0
ECOLAB INC COM 278865100   274,516 1,384 SH   SOLE   1,384 0 0
ELECTRONIC ARTS INC COM 285512109   1,720,933 12,579 SH   SOLE   12,579 0 0
EMERSON ELEC CO COM 291011104   664,083 6,823 SH   SOLE   6,823 0 0
EPAM SYS INC COM 29414B104   1,007,091 3,387 SH   SOLE   3,387 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   899,579 37,389 SH   SOLE   37,389 0 0
ETSY INC COM 29786A106   215,431 2,658 SH   SOLE   2,658 0 0
EVGO INC CL A COM 30052F100   71,600 20,000 SH   SOLE   20,000 0 0
EXELON CORP COM 30161N101   201,076 5,601 SH   SOLE   5,601 0 0
FASTENAL CO COM 311900104   268,731 4,149 SH   SOLE   4,149 0 0
FEDEX CORP COM 31428X106   523,901 2,071 SH   SOLE   2,071 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   529,276 373 SH   SOLE   373 0 0
FIRST SOLAR INC COM 336433107   442,587 2,569 SH   SOLE   2,569 0 0
FIVE BELOW INC COM 33829M101   3,039,875 14,261 SH   SOLE   14,261 0 0
FORD MTR CO DEL COM 345370860   1,123,723 92,184 SH   SOLE   92,184 0 0
FORTINET INC COM 34959E109   417,436 7,132 SH   SOLE   7,132 0 0
FREEPORT-MCMORAN INC CL B 35671D857   652,045 15,317 SH   SOLE   15,317 0 0
GAP INC COM 364760108   469,555 22,456 SH   SOLE   22,456 0 0
GENERAL MTRS CO COM 37045V100   1,804,944 50,249 SH   SOLE   50,249 0 0
GENUINE PARTS CO COM 372460105   936,122 6,759 SH   SOLE   6,759 0 0
GITLAB INC CLASS A COM 37637K108   378,138 6,006 SH   SOLE   6,006 0 0
GLOBAL PMTS INC COM 37940X102   1,045,718 8,234 SH   SOLE   8,234 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   210,245 545 SH   SOLE   545 0 0
GRAINGER W W INC COM 384802104   1,654,894 1,997 SH   SOLE   1,997 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   330,449 12,257 SH   SOLE   12,257 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406   374,063 9,227 SH   SOLE   9,227 0 0
HARLEY DAVIDSON INC COM 412822108   586,051 15,908 SH   SOLE   15,908 0 0
HASBRO INC COM 418056107   583,105 11,420 SH   SOLE   11,420 0 0
HERSHEY CO COM 427866108   733,269 3,933 SH   SOLE   3,933 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   349,431 20,579 SH   SOLE   20,579 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   180,083 20,234 SH   SOLE   20,234 0 0
HOLOGIC INC COM 436440101   678,275 9,493 SH   SOLE   9,493 0 0
HORMEL FOODS CORP COM 440452100   312,206 9,723 SH   SOLE   9,723 0 0
HUBBELL INC COM 443510607   396,690 1,206 SH   SOLE   1,206 0 0
HUMANA INC COM 444859102   228,447 499 SH   SOLE   499 0 0
HUNTINGTON BANCSHARES INC COM 446150104   141,663 11,137 SH   SOLE   11,137 0 0
HYATT HOTELS CORP COM CL A 448579102   579,803 4,446 SH   SOLE   4,446 0 0
ICICI BANK LIMITED ADR 45104G104   261,406 10,965 SH   SOLE   10,965 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   428,096 5,164 SH   SOLE   5,164 0 0
INTERNATIONAL PAPER CO COM 460146103   420,786 11,640 SH   SOLE   11,640 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   246,948 732 SH   SOLE   732 0 0
INTUIT COM 461202103   1,961,344 3,138 SH   SOLE   3,138 0 0
IONQ INC COM 46222L108   234,233 18,905 SH   SOLE   18,905 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   17,493,884 87,160 SH   SOLE   87,160 0 0
JACK IN THE BOX INC COM 466367109   686,672 8,412 SH   SOLE   8,412 0 0
JOHNSON & JOHNSON COM 478160104   267,085 1,704 SH   SOLE   1,704 0 0
KEYCORP COM 493267108   366,839 25,446 SH   SOLE   25,446 0 0
KIMBERLY-CLARK CORP COM 494368103   800,508 6,588 SH   SOLE   6,588 0 0
KRISPY KREME INC COM 50101L106   537,189 35,599 SH   SOLE   35,599 0 0
KROGER CO COM 501044101   396,626 8,677 SH   SOLE   8,677 0 0
LKQ CORP COM 501889208   414,244 8,668 SH   SOLE   8,668 0 0
LPL FINL HLDGS INC COM 50212V100   226,710 996 SH   SOLE   996 0 0
LESLIES INC COM 527064109   115,998 16,787 SH   SOLE   16,787 0 0
LITHIA MTRS INC COM 536797103   422,137 1,282 SH   SOLE   1,282 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   392,184 4,190 SH   SOLE   4,190 0 0
LULULEMON ATHLETICA INC COM 550021109   2,013,460 3,938 SH   SOLE   3,938 0 0
LYFT INC CL A COM 55087P104   4,384,860 292,519 SH   SOLE   292,519 0 0
MARQETA INC CLASS A COM 57142B104   86,015 12,323 SH   SOLE   12,323 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   251,529 2,963 SH   SOLE   2,963 0 0
MASTERCARD INCORPORATED CL A 57636Q104   448,689 1,052 SH   SOLE   1,052 0 0
MCCORMICK & CO INC COM NON VTG 579780206   430,362 6,290 SH   SOLE   6,290 0 0
MCKESSON CORP COM 58155Q103   504,185 1,089 SH   SOLE   1,089 0 0
MERCADOLIBRE INC COM 58733R102   550,039 350 SH   SOLE   350 0 0
METLIFE INC COM 59156R108   2,335,315 35,314 SH   SOLE   35,314 0 0
MICRON TECHNOLOGY INC COM 595112103   297,837 3,490 SH   SOLE   3,490 0 0
MOELIS & CO CL A 60786M105   217,560 3,876 SH   SOLE   3,876 0 0
MOLINA HEALTHCARE INC COM 60855R100   224,374 621 SH   SOLE   621 0 0
MORGAN STANLEY COM NEW 617446448   229,208 2,458 SH   SOLE   2,458 0 0
MOSAIC CO NEW COM 61945C103   531,484 14,875 SH   SOLE   14,875 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   396,685 1,267 SH   SOLE   1,267 0 0
NVR INC COM 62944T105   287,018 41 SH   SOLE   41 0 0
NASDAQ INC COM 631103108   316,107 5,437 SH   SOLE   5,437 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   325,232 31,792 SH   SOLE   31,792 0 0
NEWELL BRANDS INC COM 651229106   147,942 17,044 SH   SOLE   17,044 0 0
NIKE INC CL B 654106103   1,635,933 15,068 SH   SOLE   15,068 0 0
NUCOR CORP COM 670346105   610,880 3,510 SH   SOLE   3,510 0 0
NVIDIA CORPORATION COM 67066G104   1,367,798 2,762 SH   SOLE   2,762 0 0
NUTRIEN LTD COM 67077M108   521,165 9,252 SH   SOLE   9,252 0 0
OKTA INC CL A 679295105   520,185 5,746 SH   SOLE   5,746 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   598,672 1,477 SH   SOLE   1,477 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   2,333,693 30,751 SH   SOLE   30,751 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   58,334 13,021 SH   SOLE   13,021 0 0
ORACLE CORP COM 68389X105   926,835 8,791 SH   SOLE   8,791 0 0
ORGANON & CO COMMON STOCK 68622V106   176,832 12,263 SH   SOLE   12,263 0 0
OXFORD INDS INC COM 691497309   354,700 3,547 SH   SOLE   3,547 0 0
PACKAGING CORP AMER COM 695156109   275,155 1,689 SH   SOLE   1,689 0 0
PAYCOM SOFTWARE INC COM 70432V102   293,542 1,420 SH   SOLE   1,420 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,095,593 6,646 SH   SOLE   6,646 0 0
PAYPAL HLDGS INC COM 70450Y103   322,218 5,247 SH   SOLE   5,247 0 0
PAYONEER GLOBAL INC COM 70451X104   55,653 10,682 SH   SOLE   10,682 0 0
PEPSICO INC COM 713448108   901,850 5,310 SH   SOLE   5,310 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   166,120 10,402 SH   SOLE   10,402 0 0
PINTEREST INC CL A 72352L106   580,639 15,676 SH   SOLE   15,676 0 0
PROCTER AND GAMBLE CO COM 742718109   1,101,248 7,515 SH   SOLE   7,515 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   557,429 8,053 SH   SOLE   8,053 0 0
PROGRESSIVE CORP COM 743315103   1,062,398 6,670 SH   SOLE   6,670 0 0
PUBLIC STORAGE COM 74460D109   341,918 1,229 SH   SOLE   1,229 0 0
RB GLOBAL INC COM 74935Q107   284,282 4,250 SH   SOLE   4,250 0 0
RALPH LAUREN CORP CL A 751212101   1,151,725 7,987 SH   SOLE   7,987 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   231,575 828 SH   SOLE   828 0 0
REPUBLIC SVCS INC COM 760759100   1,970,839 11,951 SH   SOLE   11,951 0 0
RESMED INC COM 761152107   829,308 4,821 SH   SOLE   4,821 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   1,274,378 16,311 SH   SOLE   16,311 0 0
ROSS STORES INC COM 778296103   1,126,218 8,138 SH   SOLE   8,138 0 0
ROVER GROUP INC COM CL A 77936F103   222,463 20,447 SH   SOLE   20,447 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,245,469 8,932 SH   SOLE   8,932 0 0
SALESFORCE INC COM 79466L302   521,807 1,983 SH   SOLE   1,983 0 0
HENRY SCHEIN INC COM 806407102   262,714 3,470 SH   SOLE   3,470 0 0
SELECT MED HLDGS CORP COM 81619Q105   287,804 12,247 SH   SOLE   12,247 0 0
SERVICE CORP INTL COM 817565104   318,635 4,655 SH   SOLE   4,655 0 0
SHAKE SHACK INC CL A 819047101   408,253 5,508 SH   SOLE   5,508 0 0
SHOPIFY INC CL A 82509L107   3,525,910 45,262 SH   SOLE   45,262 0 0
SKECHERS U S A INC CL A 830566105   1,189,634 19,083 SH   SOLE   19,083 0 0
SLEEP NUMBER CORP COM 83125X103   461,035 31,088 SH   SOLE   31,088 0 0
SMUCKER J M CO COM NEW 832696405   237,721 1,881 SH   SOLE   1,881 0 0
SONOS INC COM 83570H108   400,819 23,385 SH   SOLE   23,385 0 0
SPROUTS FMRS MKT INC COM 85208M102   214,282 4,454 SH   SOLE   4,454 0 0
STEEL DYNAMICS INC COM 858119100   288,046 2,439 SH   SOLE   2,439 0 0
SYNOPSYS INC COM 871607107   605,019 1,175 SH   SOLE   1,175 0 0
SYSCO CORP COM 871829107   375,230 5,131 SH   SOLE   5,131 0 0
TJX COS INC NEW COM 872540109   850,575 9,067 SH   SOLE   9,067 0 0
T-MOBILE US INC COM 872590104   352,886 2,201 SH   SOLE   2,201 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   233,688 2,247 SH   SOLE   2,247 0 0
TAPESTRY INC COM 876030107   1,367,602 37,153 SH   SOLE   37,153 0 0
TARGET CORP COM 87612E106   257,211 1,806 SH   SOLE   1,806 0 0
TEMPUR SEALY INTL INC COM 88023U101   627,186 12,305 SH   SOLE   12,305 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   239,984 22,987 SH   SOLE   22,987 0 0
TEXAS ROADHOUSE INC COM 882681109   340,288 2,784 SH   SOLE   2,784 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   726,121 1,368 SH   SOLE   1,368 0 0
3M CO COM 88579Y101   823,180 7,530 SH   SOLE   7,530 0 0
TOAST INC CL A 888787108   912,781 49,988 SH   SOLE   49,988 0 0
TRAVELERS COMPANIES INC COM 89417E109   961,784 5,049 SH   SOLE   5,049 0 0
TREX CO INC COM 89531P105   474,801 5,735 SH   SOLE   5,735 0 0
TRUPANION INC COM 898202106   219,947 7,209 SH   SOLE   7,209 0 0
UBER TECHNOLOGIES INC COM 90353T100   463,930 7,535 SH   SOLE   7,535 0 0
ULTA BEAUTY INC COM 90384S303   2,344,602 4,785 SH   SOLE   4,785 0 0
UNDER ARMOUR INC CL A 904311107   350,589 39,885 SH   SOLE   39,885 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,290,858 8,210 SH   SOLE   8,210 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   436,042 1,983 SH   SOLE   1,983 0 0
UPWORK INC COM 91688F104   251,214 16,894 SH   SOLE   16,894 0 0
VERISIGN INC COM 92343E102   273,721 1,329 SH   SOLE   1,329 0 0
VERISK ANALYTICS INC COM 92345Y106   370,711 1,552 SH   SOLE   1,552 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   1,939,768 131,154 SH   SOLE   131,154 0 0
VIATRIS INC COM 92556V106   128,834 11,896 SH   SOLE   11,896 0 0
VISA INC COM CL A 92826C839   503,257 1,933 SH   SOLE   1,933 0 0
WASTE CONNECTIONS INC COM 94106B101   232,115 1,555 SH   SOLE   1,555 0 0
WASTE MGMT INC DEL COM 94106L109   780,876 4,360 SH   SOLE   4,360 0 0
WATSCO INC COM 942622200   523,162 1,221 SH   SOLE   1,221 0 0
WAYFAIR INC CL A 94419L101   352,184 5,708 SH   SOLE   5,708 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   633,464 1,799 SH   SOLE   1,799 0 0
WESTERN UN CO COM 959802109   193,628 16,244 SH   SOLE   16,244 0 0
WESTROCK CO COM 96145D105   272,081 6,553 SH   SOLE   6,553 0 0
WHIRLPOOL CORP COM 963320106   751,930 6,175 SH   SOLE   6,175 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   365,924 8,223 SH   SOLE   8,223 0 0
WINGSTOP INC COM 974155103   3,413,284 13,303 SH   SOLE   13,303 0 0
WOLFSPEED INC COM 977852102   336,985 7,745 SH   SOLE   7,745 0 0
WORKDAY INC CL A 98138H101   605,676 2,194 SH   SOLE   2,194 0 0
YETI HLDGS INC COM 98585X104   781,982 15,102 SH   SOLE   15,102 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   340,030 2,794 SH   SOLE   2,794 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   272,179 3,785 SH   SOLE   3,785 0 0