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
APPLE INC COM 037833100   1,205,661 7,042 SH   SOLE   7,042 0 0
AMERIS BANCORP COM 03076K108   710,292 18,502 SH   SOLE   18,502 0 0
ABBOTT LABS COM 002824100   142,757 1,474 SH   SOLE   1,474 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   27,175,110 1,303,988 SH   SOLE   1,303,988 0 0
ADOBE INC COM 00724F101   81,074 159 SH   SOLE   159 0 0
PLAYAGS INC COM 72814N104   3,960,326 607,412 SH   SOLE   607,412 0 0
AGILYSYS INC COM 00847J105   11,261,424 170,215 SH   SOLE   170,215 0 0
AAR CORPORATION COM 000361105   19,373,800 325,446 SH   SOLE   325,446 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   12,474,786 681,310 SH   SOLE   681,310 0 0
AMERESCO INC COM 02361E108   11,275,368 292,411 SH   SOLE   292,411 0 0
AMAZON.COM, INC COM 023135106   750,389 5,903 SH   SOLE   5,903 0 0
ANI PHARMACEUTICALS INC COM 00182C103   8,434,725 145,276 SH   SOLE   145,276 0 0
APPLIED DIGITAL CORP COM 038169207   5,642,919 904,314 SH   SOLE   904,314 0 0
ARHAUS INC COM 04035M102   9,627,472 1,035,212 SH   SOLE   1,035,212 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102   16,208,162 393,880 SH   SOLE   393,880 0 0
ATRICURE INC COM 04963C209   18,019,320 411,400 SH   SOLE   411,400 0 0
ATLANTIC UNION BANKSHARES CORP COM 04911A107   152,390 5,295 SH   SOLE   5,295 0 0
AEROVIRONMENT INC COM 008073108   20,995,634 188,251 SH   SOLE   188,251 0 0
AXOS FINANCIAL INC COM 05465C100   6,144,829 162,304 SH   SOLE   162,304 0 0
AUTOZONE INC COM 053332102   147,319 58 SH   SOLE   58 0 0
BANC OF CALIFORNIA INC COM 05990K106   1,185,942 95,795 SH   SOLE   95,795 0 0
BRIDGEBIO PHARMA INC COM 10806X102   13,191,698 500,254 SH   SOLE   500,254 0 0
BJ'S RESTAURANT INC COM 09180C106   10,804,010 460,529 SH   SOLE   460,529 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   83,879 948 SH   SOLE   948 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   23,318,201 464,321 SH   SOLE   464,321 0 0
POPULAR INC COM 733174700   4,227,719 67,096 SH   SOLE   67,096 0 0
BRP GROUP INC COM 05589G102   17,643,580 759,517 SH   SOLE   759,517 0 0
BABCOCK & WILCOX ENTERPRISES COM 05614L209   7,082,828 1,682,382 SH   SOLE   1,682,382 0 0
BYLINE BANCORP INC COM 124411109   320,682 16,270 SH   SOLE   16,270 0 0
CADENCE BANK COM 12740C103   642,117 30,260 SH   SOLE   30,260 0 0
PATHWARD FINANCIAL INC COM 59100U108   763,803 16,572 SH   SOLE   16,572 0 0
CYMABAY THERAPEUTICS INC COM 23257D103   12,073,194 809,738 SH   SOLE   809,738 0 0
COASTAL FINANCIAL CORP COM 19046P209   1,128,962 26,310 SH   SOLE   26,310 0 0
CNB FINL CORP PA COM 126128107   917,815 50,680 SH   SOLE   50,680 0 0
COGENT COMMUNICATIONS HOLDINGS COM 19239V302   13,291,539 214,726 SH   SOLE   214,726 0 0
CADENCE DESIGN SYS INC COM 127387108   200,795 857 SH   SOLE   857 0 0
CELSIUS HOLDINGS INC COM 15118V207   15,220,405 88,697 SH   SOLE   88,697 0 0
CITIZENS FINANCIAL GROIP COM 174610105   759,539 28,341 SH   SOLE   28,341 0 0
CULLEN/FROST BANKERS INC COM 229899109   574,714 6,301 SH   SOLE   6,301 0 0
CHURCHILL DOWNS INC COM 171484108   30,409,442 262,060 SH   SOLE   262,060 0 0
CHUY'S HOLDINGS INC COM 171604101   12,886,222 362,176 SH   SOLE   362,176 0 0
CHAMPIONX CORP COM 15872M104   14,677,862 412,068 SH   SOLE   412,068 0 0
CLEANSPARK INC COM 18452B209   284,748 74,737 SH   SOLE   74,737 0 0
COMERICA INC COM 200340107   1,090,937 26,256 SH   SOLE   26,256 0 0
CHIPOTLE MEXICAN GRILL COM 169656105   71,441 39 SH   SOLE   39 0 0
COMMUNITY HERITAGE FINANCIAL INC COM 20370L103   1,840,298 115,742 SH   SOLE   115,742 0 0
CONNECTONE BANCORP INC COM 20786W107   1,289,127 72,301 SH   SOLE   72,301 0 0
COHERENT CORP COM 19247G107   5,880,618 180,166 SH   SOLE   180,166 0 0
COLUMBIA BANKING SYSTEM INC COM 197236102   617,445 30,416 SH   SOLE   30,416 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104   12,504,378 559,480 SH   SOLE   559,480 0 0
COSTCO WHOLESALE CORP COM 22160K105   155,929 276 SH   SOLE   276 0 0
CREDO TECHNOLOGY GROUP HOLDINGS COM G25457105   13,256,307 869,266 SH   SOLE   869,266 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   37,971,298 564,965 SH   SOLE   564,965 0 0
CROWDSTRIKE HOLDINGS INC COM 22788C105   186,294 1,113 SH   SOLE   1,113 0 0
CUSTOMERS BANCORP INC COM 23204G100   830,176 24,098 SH   SOLE   24,098 0 0
CVRx INC COM 126638105   6,535,903 430,844 SH   SOLE   430,844 0 0
DARLING INGREDIENTS INC COM 237266101   140,836 2,698 SH   SOLE   2,698 0 0
DIGITALBRIDGE GROUP INC COM 25401T603   770,971 43,855 SH   SOLE   43,855 0 0
DOCGO INC COM 256086109   10,199,445 1,913,592 SH   SOLE   1,913,592 0 0
DIME COMMUNITY BANCSHARES INC COM 25432X102   700,037 35,072 SH   SOLE   35,072 0 0
EASTERN BANKSHARES INC COM 27627N105   151,107 12,050 SH   SOLE   12,050 0 0
EBIX INC COM 278715206   756,778 76,597 SH   SOLE   76,597 0 0
EXCELERATE ENERGY INC COM 30069T101   7,463,656 438,008 SH   SOLE   438,008 0 0
ENPHASE ENERGY, INC COM 29355A107   72,691 605 SH   SOLE   605 0 0
EQT CORP COM 26884L109   74,830 1,844 SH   SOLE   1,844 0 0
ESQUIRE FINANCIAL HOLDINGS COM 29667J101   805,972 17,640 SH   SOLE   17,640 0 0
EVERI HOLDINGS INC COM 30034T103   12,266,402 927,867 SH   SOLE   927,867 0 0
EAST WEST BANCORP INC COM 27579R104   665,042 12,617 SH   SOLE   12,617 0 0
EXPONENT INC COM 30214U102   16,971,398 198,264 SH   SOLE   198,264 0 0
NATIONAL VISION HOLDINGS COM 63845R107   10,824,825 669,025 SH   SOLE   669,025 0 0
FIRST ADVANTAGE CORP COM 31846B108   10,504,781 761,768 SH   SOLE   761,768 0 0
FIRST CITIZENS BANCSHARES INC CL A COM 31946M103   1,294,534 938 SH   SOLE   938 0 0
FLUSHING FINL CORP COM 343873105   149,406 11,379 SH   SOLE   11,379 0 0
FIRST FINL BANCSHARES INC COM 32020R109   525,510 20,920 SH   SOLE   20,920 0 0
FIRST FOUNDATION INC COM 32026V104   2,140,336 352,029 SH   SOLE   352,029 0 0
FIRST HORIZON NATL CORP COM 320517105   1,219,594 110,671 SH   SOLE   110,671 0 0
FINWISE BANCORP COM 31813A109   2,973,344 344,137 SH   SOLE   344,137 0 0
FIFTH THIRD BANCORP COM 316773100   114,745 4,530 SH   SOLE   4,530 0 0
FLYWIRE CORP COM 302492103   1,789,507 56,115 SH   SOLE   56,115 0 0
FABRINET COM G3323L100   1,718,185 10,312 SH   SOLE   10,312 0 0
F N B CORP PA COM 302520101   899,239 83,340 SH   SOLE   83,340 0 0
FORMFACTOR INC COM 346375108   13,816,674 395,440 SH   SOLE   395,440 0 0
SHIFT4 PAYMENTS INC COM 82452J109   22,216,382 401,235 SH   SOLE   401,235 0 0
1ST MERCHANTS COM 320817109   538,317 19,350 SH   SOLE   19,350 0 0
FRESHPET INC COM 358039105   27,331,701 414,871 SH   SOLE   414,871 0 0
PRIMIS FINANCIAL CORP COM 74167B109   555,365 68,143 SH   SOLE   68,143 0 0
FIVE STAR BANCORP COM 33830T103   361,882 18,040 SH   SOLE   18,040 0 0
FTAI AVIATION LTD COM G3730V105   23,877,086 671,648 SH   SOLE   671,648 0 0
FORWARD AIR CORP COM COM 349853101   7,678,464 111,703 SH   SOLE   111,703 0 0
ALPHABET INC CLA A COM 02079K305   735,826 5,623 SH   SOLE   5,623 0 0
CHART INDS INC COM 16115Q308   32,704,933 193,383 SH   SOLE   193,383 0 0
GXO LOGISTICS INC COM 36262G101   309,965 5,285 SH   SOLE   5,285 0 0
HYATT HOTELS CORPORATION COM 448579102   73,407 692 SH   SOLE   692 0 0
HAEMONETICS CORPORATION COM 405024100   9,821,193 109,636 SH   SOLE   109,636 0 0
HUNTINGTON BANCSHARES INC COM 446150104   106,860 10,275 SH   SOLE   10,275 0 0
HOME DEPOT INC COM 437076102   67,986 225 SH   SOLE   225 0 0
HOULIHAN LOKEY COM 441593100   14,654,016 136,800 SH   SOLE   136,800 0 0
HARMONIC INC COM 413160102   7,122,916 739,659 SH   SOLE   739,659 0 0
HELIX ENERGY SOLUTIONS GROUP INC COM 42330P107   86,724 7,764 SH   SOLE   7,764 0 0
HOME BANCSHARES INC COM 436893200   659,610 31,500 SH   SOLE   31,500 0 0
HERC HOLDINGS INC COM 42704L104   15,059,112 126,611 SH   SOLE   126,611 0 0
INDEPENDENT BANK GROUP INC COM 45384B106   670,214 16,946 SH   SOLE   16,946 0 0
ICU MEDICAL INC COM 44930G107   11,664,646 98,014 SH   SOLE   98,014 0 0
I3 VERTICALS INC COM 46571Y107   989,310 46,798 SH   SOLE   46,798 0 0
IMMUNOGEN INC COM 45253H101   23,266,420 1,466,063 SH   SOLE   1,466,063 0 0
FIRST INTERNET BANCORP COM 320557101   547,023 33,746 SH   SOLE   33,746 0 0
INDIE SEMICONDUCTOR INC COM 45569U101   13,997,504 2,221,826 SH   SOLE   2,221,826 0 0
INSMED INC COM 457669307   18,804,508 744,733 SH   SOLE   744,733 0 0
IPG PHOTONICS CORP COM 44980X109   7,050,125 69,432 SH   SOLE   69,432 0 0
INTRA CELLULAR THERAPIES COM 46116X101   16,222,805 311,438 SH   SOLE   311,438 0 0
INTEGER HOLDINGS CORP COM 45826H109   114,586 1,461 SH   SOLE   1,461 0 0
JACK IN THE BOX INC COM 466367109   13,991,763 202,603 SH   SOLE   202,603 0 0
KEYCORP COM 493267108   1,004,371 93,343 SH   SOLE   93,343 0 0
KULICKE AND SOFFA INDUSTRIES COM 501242101   837,409 17,220 SH   SOLE   17,220 0 0
KINSALE CAPITAL GROUP INC COM 49714P108   1,909,968 4,612 SH   SOLE   4,612 0 0
KARUNA THERAPEUTICS INC COM 48576A100   2,780,685 16,445 SH   SOLE   16,445 0 0
KRATOS DEFENSE AND SECURITY COM 50077B207   22,288,208 1,483,902 SH   SOLE   1,483,902 0 0
LIVANOVA PLC COM G5509L101   26,605,462 503,129 SH   SOLE   503,129 0 0
CHENIERE ENERGY INC COM 16411R208   201,309 1,213 SH   SOLE   1,213 0 0
LINKBANCORP INC COM 53578P105   771,186 112,091 SH   SOLE   112,091 0 0
LANTHEUS HOLDINGS INC COM 516544103   18,741,535 269,740 SH   SOLE   269,740 0 0
LIVE OAK BANCSHARES INC COM 53803X105   405,416 14,004 SH   SOLE   14,004 0 0
LULULEMON ATHLETICA INC COM 550021109   101,415 263 SH   SOLE   263 0 0
MARATHON DIGITAL HOLDINGS INC COM 565788106   195,823 23,038 SH   SOLE   23,038 0 0
MOELIS & CO COM 60786M105   17,181,487 380,711 SH   SOLE   380,711 0 0
METROPOLITAN BANK HOLDING CO COM 591774104   1,480,478 40,807 SH   SOLE   40,807 0 0
MECHANICS BANK RICHMOND CA COM 583614102   1,229,600 53 SH   SOLE   53 0 0
MONGODB INC COM 60937P106   121,743 352 SH   SOLE   352 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   18,600,436 635,695 SH   SOLE   635,695 0 0
META PLATFORMS INC COM 30303M102   399,580 1,331 SH   SOLE   1,331 0 0
MERIT MED SYS INC COM 589889104   21,186,724 306,965 SH   SOLE   306,965 0 0
MANNKIND CORP COM 56400P706   9,819,876 2,377,694 SH   SOLE   2,377,694 0 0
MODEL N INC COM 607525102   10,852,808 444,605 SH   SOLE   444,605 0 0
MP MATERIALS CORP COM 553368101   184,048 9,636 SH   SOLE   9,636 0 0
MID PENN BANCORP INC COM 59540G107   3,266,717 162,281 SH   SOLE   162,281 0 0
MICROSOFT CORP COM 594918104   1,444,872 4,576 SH   SOLE   4,576 0 0
M&T BANK CORP COM 55261F104   667,530 5,279 SH   SOLE   5,279 0 0
MATCH GROUP INC COM 57667L107   110,591 2,823 SH   SOLE   2,823 0 0
MATADOR RESOURCES CO COM 576485205   8,009,517 134,659 SH   SOLE   134,659 0 0
MACOM TECHNOLOGY SOLUTIONS COM 55405Y100   18,857,054 231,148 SH   SOLE   231,148 0 0
MASTEC INC COM 576323109   72,474 1,007 SH   SOLE   1,007 0 0
MVB FINANCIAL CORP COM 553810102   503,534 22,300 SH   SOLE   22,300 0 0
NATIONAL BANK HOLDING COM 633707104   551,572 18,534 SH   SOLE   18,534 0 0
NORTHEAST BANCORP COM 66405S100   1,412,655 32,033 SH   SOLE   32,033 0 0
NEOGENOMICS INC COM 64049M209   19,162,109 1,557,895 SH   SOLE   1,557,895 0 0
NORTHERN OIL AND GAS COM 665531307   16,989,209 422,302 SH   SOLE   422,302 0 0
NAPCO SECURITY COM 630402105   4,030,454 181,144 SH   SOLE   181,144 0 0
NVIDIA CORPORATION COM 67066G104   892,599 2,052 SH   SOLE   2,052 0 0
NV5 GLOBAL INC COM 62945V109   23,546,134 244,686 SH   SOLE   244,686 0 0
NEXTRACKER INC COM 65290E101   9,029,856 224,847 SH   SOLE   224,847 0 0
NEW YORK COMMUNITY BANCORP COM 649445103   657,527 57,983 SH   SOLE   57,983 0 0
OCEANFIRST FINANCIAL CORP COM 675234108   602,893 41,665 SH   SOLE   41,665 0 0
ORTHOFIX MEDICAL INC COM 68752M108   5,896,070 458,481 SH   SOLE   458,481 0 0
OLLIE'S BARGAIN OUTLET HOLDINGS COM 681116109   3,962,190 51,337 SH   SOLE   51,337 0 0
ONTO INNOVATION INC COM 683344105   8,668,810 67,980 SH   SOLE   67,980 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   1,732,099 154,376 SH   SOLE   154,376 0 0
BANK OZK COM 06417N103   655,768 17,690 SH   SOLE   17,690 0 0
PACWEST BANCORP DEL COM 695263103   2,595,635 328,146 SH   SOLE   328,146 0 0
PALO ALTO NETWORKS, INC COM 697435105   188,255 803 SH   SOLE   803 0 0
PROSPERITY BANCSHARES INC COM 743606105   576,529 10,563 SH   SOLE   10,563 0 0
PDF SOLUTIONS INC COM 693282105   14,704,416 453,840 SH   SOLE   453,840 0 0
IMPINJ INC COM 453204109   1,650,405 29,991 SH   SOLE   29,991 0 0
PINTEREST INC COM 72352L106   74,900 2,771 SH   SOLE   2,771 0 0
PALOMAR HOLDINGS INC COM 69753M105   19,028,510 374,946 SH   SOLE   374,946 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   1,155,770 17,240 SH   SOLE   17,240 0 0
PACIFIC PREMIER BANCORP COM 69478X105   11,489,302 528,001 SH   SOLE   528,001 0 0
PERFICIENT INC COM 71375U101   6,263,519 108,253 SH   SOLE   108,253 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   17,069,013 742,131 SH   SOLE   742,131 0 0
PURE STORAGE COM 74624M102   229,963 6,456 SH   SOLE   6,456 0 0
PORTILLOS INC COM 73642K106   10,604,233 689,034 SH   SOLE   689,034 0 0
POWER REIT COM 73933H101   66,940 57,707 SH   SOLE   57,707 0 0
QCR HOLDINGS INC COM 74727A104   636,097 13,110 SH   SOLE   13,110 0 0
QUANTERIX CORP COM 74766Q101   8,496,014 313,044 SH   SOLE   313,044 0 0
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108   13,808,065 387,323 SH   SOLE   387,323 0 0
RADNET INC COM 750491102   10,719,529 380,260 SH   SOLE   380,260 0 0
REGENERAN PHARM COM 75886F107   115,214 140 SH   SOLE   140 0 0
REPLIMUNE GROUP INC COM 76029N106   14,957,733 874,210 SH   SOLE   874,210 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   116,530 6,775 SH   SOLE   6,775 0 0
RYMAN HOSPITALITY PROPERTIES COM 78377T107   9,534,894 114,492 SH   SOLE   114,492 0 0
RIOT BLOCKCHAIN INC COM 767292105   254,756 27,305 SH   SOLE   27,305 0 0
RAMBUS INC COM 750917106   16,489,627 295,566 SH   SOLE   295,566 0 0
RAPID7 INC COM 753422104   13,259,124 289,627 SH   SOLE   289,627 0 0
RXO INC COM 74982T103   5,150,161 261,032 SH   SOLE   261,032 0 0
SEACOAST BANKING CORPORATION OF FLORIDA COM 811707801   163,822 7,460 SH   SOLE   7,460 0 0
CHARLES SCHWAB CORP COM 808513105   112,325 2,046 SH   SOLE   2,046 0 0
SEAWORLD ENTERTAINMENT COM 81282V100   6,241,253 134,946 SH   SOLE   134,946 0 0
SHORE BANCSHARES INC COM 825107105   617,398 58,688 SH   SOLE   58,688 0 0
SKYWARD SPECIALTY INSURANCE COM 830940102   18,563,158 678,478 SH   SOLE   678,478 0 0
SKYWATER TECHNOLOGY INC COM 83089J108   5,236,298 869,817 SH   SOLE   869,817 0 0
SOLENO THERAPEUTICS INC COM 834203309   5,941,130 201,326 SH   SOLE   201,326 0 0
SUPER MICRO COMPUTER INC COM 86800U104   32,059,609 116,912 SH   SOLE   116,912 0 0
SUMMIT FINANCIAL GROUP INC COM 86606G101   584,620 25,937 SH   SOLE   25,937 0 0
SIMPLY GOOD FOODS CO COM 82900L102   30,717,277 889,840 SH   SOLE   889,840 0 0
SUN COUNTRY AIRLINES HOLDING COM 866683105   11,955,905 805,654 SH   SOLE   805,654 0 0
SYNOVUS FINANCIAL CORP COM 87161C501   289,342 10,408 SH   SOLE   10,408 0 0
SOUTHSTATE CORP COM 840441109   122,595 1,820 SH   SOLE   1,820 0 0
CONSTELLATION BRANDS INC COM 21036P108   154,317 614 SH   SOLE   614 0 0
SAVERS VALUE VILLAGE INC COM 80517M109   12,889,096 690,364 SH   SOLE   690,364 0 0
THE BANCORP INC COM 05969A105   1,146,539 33,233 SH   SOLE   33,233 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107   1,263,700 21,455 SH   SOLE   21,455 0 0
THIRD COAST BANCSHARES INC COM 88422P109   326,747 19,108 SH   SOLE   19,108 0 0
TIDEWATER INC COM 88642R109   7,307,702 102,824 SH   SOLE   102,824 0 0
TENABLE HOLDING COM 88025T102   28,501,357 636,191 SH   SOLE   636,191 0 0
TRIUMPH FINANCIAL INC COM 89679E300   75,351 1,163 SH   SOLE   1,163 0 0
TJX COS. COM 872540109   290,104 3,264 SH   SOLE   3,264 0 0
TREACE MEDICAL CONCEPTS INC COM 89455T109   15,652,540 1,193,939 SH   SOLE   1,193,939 0 0
TRANSMEDICS GROUP INC COM 89377M109   19,531,898 356,747 SH   SOLE   356,747 0 0
TRINET GROUP IN COM 896288107   28,003,073 240,411 SH   SOLE   240,411 0 0
TRINITY CAPITAL INC COM 896442308   8,811,708 633,025 SH   SOLE   633,025 0 0
TERRENO REALTY CORP COM 88146M101   8,917,373 156,996 SH   SOLE   156,996 0 0
TESLA MOTORS, INC COM 88160R101   303,517 1,213 SH   SOLE   1,213 0 0
TETRA TECHNOLOGIES COM 88162F105   14,549,475 2,280,482 SH   SOLE   2,280,482 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109   150,498 1,072 SH   SOLE   1,072 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   6,835,551 764,603 SH   SOLE   764,603 0 0
UBER TECHNOLOGIES INC COM 90353T100   188,329 4,095 SH   SOLE   4,095 0 0
UNITEDHEALTH GROUP INC COM 91324P102   216,802 430 SH   SOLE   430 0 0
UTZ BRANDS INC COM 918090101   10,100,958 752,119 SH   SOLE   752,119 0 0
UNIVEST CORP PA COM 915271100   502,751 28,927 SH   SOLE   28,927 0 0
VISA INC-CLASS A COM 92826C839   275,782 1,199 SH   SOLE   1,199 0 0
VALARIS LTD COM G9460G101   14,091,741 187,940 SH   SOLE   187,940 0 0
VERITEX HOLDINGS INC COM 923451108   627,406 34,953 SH   SOLE   34,953 0 0
VISTEON CORP COM 92839U206   11,890,588 86,120 SH   SOLE   86,120 0 0
VALLEY NATIONAL BANCORP COM 919794107   373,216 43,600 SH   SOLE   43,600 0 0
VARONIS SYSTEMS INC COM 922280102   23,929,281 783,539 SH   SOLE   783,539 0 0
WASHINGTON FEDERAL INC COM 938824109   282,384 11,022 SH   SOLE   11,022 0 0
WESTERN ALLIANCE BANCORP COM 957638109   2,255,058 49,055 SH   SOLE   49,055 0 0
WEBSTER FINANCIAL CORPORATION COM 947890109   784,836 19,470 SH   SOLE   19,470 0 0
WEATHERFORD INTERNATIONAL PUBLIC LIMITED COM G48833118   10,536,724 116,647 SH   SOLE   116,647 0 0
CACTUS INC COM 127203107   20,923,461 416,719 SH   SOLE   416,719 0 0
WILLSCOT MOBILE MINI HOLDING COM 971378104   197,927 4,759 SH   SOLE   4,759 0 0
WINTRUST FINANCIAL CORP COM 97650W108   859,945 11,390 SH   SOLE   11,390 0 0
XPO LOGISTICS COM 983793100   110,870 1,485 SH   SOLE   1,485 0 0
CLEAR SECURE INC COM 18467V109   4,489,042 235,769 SH   SOLE   235,769 0 0
ZIONS BANCORPORATION COM 989701107   1,132,250 32,452 SH   SOLE   32,452 0 0
ZUORA INC COM 98983V106   8,824,381 1,070,920 SH   SOLE   1,070,920 0 0
ZEVIA PBC COM 98955K104   2,245,808 1,011,625 SH   SOLE   1,011,625 0 0