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
ABBOTT LABS COM 002824100   383,740 3,693 SH   SOLE   3,693 0 0
ABRDN PALLADIUM ETF TRUST PHYSICAL PALLADM 003262102   211,589 2,375 SH   SOLE   2,375 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   675,773 41,586 SH   SOLE   41,586 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,710,929 5,639 SH   SOLE   5,639 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   1,578,184 24,920 SH   SOLE   24,920 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   639,475 3,987 SH   SOLE   3,987 0 0
AEROVIRONMENT INC COM 008073108   400,570 2,199 SH   SOLE   2,199 0 0
AES CORP COM 00130H105   498,637 28,380 SH   SOLE   28,380 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   4,092,678 31,572 SH   SOLE   31,572 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   758,567 17,592 SH   SOLE   17,592 0 0
AGNC INVT CORP COM 00123Q104   657,602 68,931 SH   SOLE   68,931 0 0
AGRIFY CORP COM 00853E305   6,091 13,658 SH   SOLE   13,658 0 0
AIR PRODS & CHEMS INC COM 009158106   1,741,838 6,750 SH   SOLE   6,750 0 0
ALBEMARLE CORP COM 012653101   885,757 9,273 SH   SOLE   9,273 0 0
ALLEGIANT TRAVEL CO COM 01748X102   620,993 12,363 SH   SOLE   12,363 0 0
ALLSTATE CORP COM 020002101   1,156,098 7,241 SH   SOLE   7,241 0 0
ALPHABET INC CAP STK CL C 02079K107   2,317,145 12,633 SH   SOLE   12,633 0 0
ALPHABET INC CAP STK CL A 02079K305   2,039,169 11,195 SH   SOLE   11,195 0 0
AMAZON COM INC COM 023135106   2,406,736 12,454 SH   SOLE   12,454 0 0
AMC ENTMT HLDGS INC CL A NEW 00165C302   1,167,382 234,414 SH   SOLE   234,414 0 0
AMCOR PLC ORD G0250X107   360,638 36,875 SH   SOLE   36,875 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   502,976 6,775 SH   SOLE   6,775 0 0
AMERICAN TOWER CORP NEW COM 03027X100   744,864 3,832 SH   SOLE   3,832 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   768,652 30,096 SH   SOLE   30,096 0 0
AMERIPRISE FINL INC COM 03076C106   2,579,373 6,038 SH   SOLE   6,038 0 0
AMETEK INC COM 031100100   1,772,794 10,634 SH   SOLE   10,634 0 0
AMGEN INC COM 031162100   1,548,190 4,955 SH   SOLE   4,955 0 0
AMKOR TECHNOLOGY INC COM 031652100   2,008,364 50,184 SH   SOLE   50,184 0 0
ANALOG DEVICES INC COM 032654105   2,322,089 10,173 SH   SOLE   10,173 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   286,052 15,008 SH   SOLE   15,008 0 0
APPFOLIO INC COM CL A 03783C100   407,209 1,665 SH   SOLE   1,665 0 0
APPLE INC COM 037833100   2,396,434 11,378 SH   SOLE   11,378 0 0
APPLIED MATLS INC COM 038222105   1,493,345 6,328 SH   SOLE   6,328 0 0
ARCADIUM LITHIUM PLC COM SHS G0508H110   110,668 32,937 SH   SOLE   32,937 0 0
ARCBEST CORP COM 03937C105   336,767 3,145 SH   SOLE   3,145 0 0
ARCH CAP GROUP LTD ORD G0450A105   578,604 5,735 SH   SOLE   5,735 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109   374,430 15,377 SH   SOLE   15,377 0 0
ARES CAPITAL CORP COM 04010L103   591,460 28,381 SH   SOLE   28,381 0 0
ARISTA NETWORKS INC COM 040413106   2,150,545 6,136 SH   SOLE   6,136 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   2,103,990 12,859 SH   SOLE   12,859 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   127,634 12,440 SH   SOLE   12,440 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   203,814 7,842 SH   SOLE   7,842 0 0
ASANA INC CL A 04342Y104   146,042 10,439 SH   SOLE   10,439 0 0
ASGN INC COM 00191U102   396,324 4,495 SH   SOLE   4,495 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,861,828 3,776 SH   SOLE   3,776 0 0
ASPEN TECHNOLOGY INC COM 29109X106   548,417 2,761 SH   SOLE   2,761 0 0
ASSURANT INC COM 04621X108   359,931 2,165 SH   SOLE   2,165 0 0
AST SPACEMOBILE INC COM CL A 00217D100   773,737 66,644 SH   SOLE   66,644 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   407,342 5,223 SH   SOLE   5,223 0 0
AT&T INC COM 00206R102   219,402 11,481 SH   SOLE   11,481 0 0
ATI INC COM 01741R102   1,691,502 30,505 SH   SOLE   30,505 0 0
AURORA INNOVATION INC CLASS A COM 051774107   438,801 158,412 SH   SOLE   158,412 0 0
AVANTOR INC COM 05352A100   1,501,787 70,839 SH   SOLE   70,839 0 0
AXALTA COATING SYS LTD COM G0750C108   268,781 7,866 SH   SOLE   7,866 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   355,191 2,498 SH   SOLE   2,498 0 0
BAIDU INC SPON ADR REP A 056752108   469,327 5,427 SH   SOLE   5,427 0 0
BALLARD PWR SYS INC NEW COM 058586108   52,432 23,303 SH   SOLE   23,303 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   185,644 82,877 SH   SOLE   82,877 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107   334,716 7,321 SH   SOLE   7,321 0 0
BARK INC COM 68622E104   22,898 12,651 SH   SOLE   12,651 0 0
BATH & BODY WORKS INC COM 070830104   1,519,631 38,915 SH   SOLE   38,915 0 0
BAXTER INTL INC COM 071813109   858,126 25,654 SH   SOLE   25,654 0 0
BCE INC COM NEW 05534B760   520,251 16,072 SH   SOLE   16,072 0 0
BEACON ROOFING SUPPLY INC COM 073685109   469,152 5,184 SH   SOLE   5,184 0 0
BEAM THERAPEUTICS INC COM 07373V105   1,215,455 51,876 SH   SOLE   51,876 0 0
BECTON DICKINSON & CO COM 075887109   1,272,551 5,445 SH   SOLE   5,445 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   1,026,634 17,967 SH   SOLE   17,967 0 0
BERRY GLOBAL GROUP INC COM 08579W103   201,620 3,426 SH   SOLE   3,426 0 0
BEST BUY INC COM 086516101   1,087,762 12,905 SH   SOLE   12,905 0 0
BILIBILI INC SPONS ADS REP Z 090040106   1,479,198 95,803 SH   SOLE   95,803 0 0
BILL HOLDINGS INC COM 090043100   489,576 9,304 SH   SOLE   9,304 0 0
BIO RAD LABS INC CL A 090572207   1,186,117 4,343 SH   SOLE   4,343 0 0
BIOMEA FUSION INC COM 09077A106   46,445 10,321 SH   SOLE   10,321 0 0
BIONTECH SE SPONSORED ADS 09075V102   1,126,808 14,022 SH   SOLE   14,022 0 0
BIO-TECHNE CORP COM 09073M104   323,428 4,514 SH   SOLE   4,514 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   774,418 14,233 SH   SOLE   14,233 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   1,731,239 19,709 SH   SOLE   19,709 0 0
BLACKSTONE INC COM 09260D107   1,364,152 11,019 SH   SOLE   11,019 0 0
BLOOMIN BRANDS INC COM 094235108   277,104 14,410 SH   SOLE   14,410 0 0
BLUE BIRD CORP COM 095306106   976,085 18,126 SH   SOLE   18,126 0 0
BLUEBIRD BIO INC COM 09609G100   11,609 11,795 SH   SOLE   11,795 0 0
BOOKING HOLDINGS INC COM 09857L108   1,037,913 262 SH   SOLE   262 0 0
BOQII HLDG LTD SPON ADS NEW 09950L302   41,087 77,963 SH   SOLE   77,963 0 0
BOSTON PROPERTIES INC COM 101121101   932,696 15,151 SH   SOLE   15,151 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,249,264 30,081 SH   SOLE   30,081 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   396,925 12,833 SH   SOLE   12,833 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   328,399 1,667 SH   SOLE   1,667 0 0
BROWN FORMAN CORP CL B 115637209   431,814 9,998 SH   SOLE   9,998 0 0
BRUKER CORP COM 116794108   821,809 12,879 SH   SOLE   12,879 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,466,177 10,593 SH   SOLE   10,593 0 0
BURLINGTON STORES INC COM 122017106   1,311,360 5,464 SH   SOLE   5,464 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   698,968 7,932 SH   SOLE   7,932 0 0
CABLE ONE INC COM 12685J105   221,250 625 SH   SOLE   625 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,290,276 7,442 SH   SOLE   7,442 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   329,166 8,283 SH   SOLE   8,283 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   562,429 10,568 SH   SOLE   10,568 0 0
CAMTEK LTD ORD M20791105   1,188,402 9,489 SH   SOLE   9,489 0 0
CANADIAN NAT RES LTD COM 136385101   243,184 6,831 SH   SOLE   6,831 0 0
CANADIAN SOLAR INC COM 136635109   503,993 34,169 SH   SOLE   34,169 0 0
CAPITAL ONE FINL CORP COM 14040H105   228,304 1,649 SH   SOLE   1,649 0 0
CARDINAL HEALTH INC COM 14149Y108   607,421 6,178 SH   SOLE   6,178 0 0
CARLISLE COS INC COM 142339100   1,331,115 3,285 SH   SOLE   3,285 0 0
CARTERS INC COM 146229109   234,371 3,782 SH   SOLE   3,782 0 0
CARVANA CO CL A 146869102   3,053,367 23,721 SH   SOLE   23,721 0 0
CASEYS GEN STORES INC COM 147528103   1,770,438 4,640 SH   SOLE   4,640 0 0
CAVA GROUP INC COM 148929102   439,079 4,734 SH   SOLE   4,734 0 0
CDW CORP COM 12514G108   1,483,835 6,629 SH   SOLE   6,629 0 0
CELANESE CORP DEL COM 150870103   255,077 1,891 SH   SOLE   1,891 0 0
CENCORA INC COM 03073E105   280,273 1,244 SH   SOLE   1,244 0 0
CF INDS HLDGS INC COM 125269100   1,514,420 20,432 SH   SOLE   20,432 0 0
CG ONCOLOGY INC COM 156944100   277,911 8,803 SH   SOLE   8,803 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   46,186 30,587 SH   SOLE   30,587 0 0
CHEESECAKE FACTORY INC COM 163072101   332,708 8,468 SH   SOLE   8,468 0 0
CHEMOURS CO COM 163851108   356,899 15,813 SH   SOLE   15,813 0 0
CHEVRON CORP NEW COM 166764100   782,569 5,003 SH   SOLE   5,003 0 0
CHEWY INC CL A 16679L109   368,966 13,545 SH   SOLE   13,545 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   759,590 4,530 SH   SOLE   4,530 0 0
CHURCH & DWIGHT CO INC COM 171340102   1,098,801 10,598 SH   SOLE   10,598 0 0
CHURCHILL DOWNS INC COM 171484108   233,411 1,672 SH   SOLE   1,672 0 0
CINTAS CORP COM 172908105   2,707,905 3,867 SH   SOLE   3,867 0 0
CIPHER MINING INC COM 17253J106   844,567 203,510 SH   SOLE   203,510 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   799,986 11,594 SH   SOLE   11,594 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   351,658 18,988 SH   SOLE   18,988 0 0
COCA COLA CONS INC COM 191098102   583,730 538 SH   SOLE   538 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   1,372,361 18,833 SH   SOLE   18,833 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   492,932 7,249 SH   SOLE   7,249 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   321,122 1,445 SH   SOLE   1,445 0 0
COLUMBIA BKG SYS INC COM 197236102   306,565 15,413 SH   SOLE   15,413 0 0
COMFORT SYS USA INC COM 199908104   1,639,511 5,391 SH   SOLE   5,391 0 0
COMMVAULT SYS INC COM 204166102   221,257 1,820 SH   SOLE   1,820 0 0
CONCENTRIX CORP COM 20602D101   1,602,503 25,324 SH   SOLE   25,324 0 0
CONSOLIDATED EDISON INC COM 209115104   617,535 6,906 SH   SOLE   6,906 0 0
CONSTELLATION BRANDS INC CL A 21036P108   1,505,603 5,852 SH   SOLE   5,852 0 0
CONSTELLATION ENERGY CORP COM 21037T109   3,960,540 19,776 SH   SOLE   19,776 0 0
COOPER COS INC COM 216648501   678,234 7,769 SH   SOLE   7,769 0 0
COSTCO WHSL CORP NEW COM 22160K105   820,240 965 SH   SOLE   965 0 0
COTERRA ENERGY INC COM 127097103   1,197,483 44,900 SH   SOLE   44,900 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   1,296,860 40,603 SH   SOLE   40,603 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   1,313,685 24,323 SH   SOLE   24,323 0 0
CROCS INC COM 227046109   1,236,550 8,473 SH   SOLE   8,473 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,601,729 12,009 SH   SOLE   12,009 0 0
CROWN HLDGS INC COM 228368106   544,460 7,319 SH   SOLE   7,319 0 0
CUMMINS INC COM 231021106   3,024,629 10,922 SH   SOLE   10,922 0 0
D R HORTON INC COM 23331A109   482,262 3,422 SH   SOLE   3,422 0 0
DANAHER CORPORATION COM 235851102   1,663,002 6,656 SH   SOLE   6,656 0 0
DARDEN RESTAURANTS INC COM 237194105   1,354,163 8,949 SH   SOLE   8,949 0 0
DARLING INGREDIENTS INC COM 237266101   765,723 20,836 SH   SOLE   20,836 0 0
DAVITA INC COM 23918K108   509,799 3,679 SH   SOLE   3,679 0 0
DAYFORCE INC COM 15677J108   1,044,179 21,052 SH   SOLE   21,052 0 0
DECKERS OUTDOOR CORP COM 243537107   1,037,642 1,072 SH   SOLE   1,072 0 0
DEERE & CO COM 244199105   798,821 2,138 SH   SOLE   2,138 0 0
DENTSPLY SIRONA INC COM 24906P109   846,467 33,981 SH   SOLE   33,981 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   450,106 3,570 SH   SOLE   3,570 0 0
DICKS SPORTING GOODS INC COM 253393102   3,132,298 14,579 SH   SOLE   14,579 0 0
DIREXION SHS ETF TR DAILY S&P BIOTEC 25460G716   133,355 18,193 SH   SOLE   18,193 0 0
DIREXION SHS ETF TR DAILY TSLA 2X SH 25460G286   868,544 94,407 SH   SOLE   94,407 0 0
DIREXION SHS ETF TR DAILY SEMICONDUC 25460G112   228,183 10,061 SH   SOLE   10,061 0 0
DIREXION SHS ETF TR DAILY FINL BEAR 25460E240   353,214 33,228 SH   SOLE   33,228 0 0
DOMINOS PIZZA INC COM 25754A201   357,300 692 SH   SOLE   692 0 0
DOORDASH INC CL A 25809K105   302,191 2,778 SH   SOLE   2,778 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   295,146 15,159 SH   SOLE   15,159 0 0
DOXIMITY INC CL A 26622P107   295,755 10,574 SH   SOLE   10,574 0 0
DUOLINGO INC CL A COM 26603R106   1,947,308 9,332 SH   SOLE   9,332 0 0
DUTCH BROS INC CL A 26701L100   222,608 5,377 SH   SOLE   5,377 0 0
DYNATRACE INC COM NEW 268150109   1,406,894 31,446 SH   SOLE   31,446 0 0
E L F BEAUTY INC COM 26856L103   1,111,548 5,275 SH   SOLE   5,275 0 0
EAST WEST BANCORP INC COM 27579R104   1,544,787 21,095 SH   SOLE   21,095 0 0
EATON CORP PLC SHS G29183103   1,801,031 5,744 SH   SOLE   5,744 0 0
ECHOSTAR CORP CL A 278768106   264,924 14,875 SH   SOLE   14,875 0 0
ECOLAB INC COM 278865100   508,368 2,136 SH   SOLE   2,136 0 0
EDISON INTL COM 281020107   494,412 6,885 SH   SOLE   6,885 0 0
ELECTRONIC ARTS INC COM 285512109   2,123,947 15,244 SH   SOLE   15,244 0 0
ELI LILLY & CO COM 532457108   1,070,159 1,182 SH   SOLE   1,182 0 0
EMCOR GROUP INC COM 29084Q100   719,208 1,970 SH   SOLE   1,970 0 0
ENOVIX CORPORATION COM 293594107   834,237 53,961 SH   SOLE   53,961 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   542,321 32,611 SH   SOLE   32,611 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   36,462 28,710 SH   SOLE   28,710 0 0
EQT CORP COM 26884L109   497,714 13,459 SH   SOLE   13,459 0 0
EQUIFAX INC COM 294429105   201,484 831 SH   SOLE   831 0 0
EQUINIX INC COM 29444U700   1,844,591 2,438 SH   SOLE   2,438 0 0
ESSEX PPTY TR INC COM 297178105   615,989 2,263 SH   SOLE   2,263 0 0
ETSY INC COM 29786A106   240,992 4,086 SH   SOLE   4,086 0 0
EVERGY INC COM 30034W106   293,560 5,542 SH   SOLE   5,542 0 0
EVERSOURCE ENERGY COM 30040W108   1,906,420 33,617 SH   SOLE   33,617 0 0
EXACT SCIENCES CORP COM 30063P105   345,859 8,186 SH   SOLE   8,186 0 0
EXPEDITORS INTL WASH INC COM 302130109   1,506,465 12,072 SH   SOLE   12,072 0 0
EXTRA SPACE STORAGE INC COM 30225T102   275,231 1,771 SH   SOLE   1,771 0 0
FACTSET RESH SYS INC COM 303075105   1,210,521 2,965 SH   SOLE   2,965 0 0
FARADAY FUTURE INTLGT ELEC I COM CL A 307359703   40,036 79,029 SH   SOLE   79,029 0 0
FASTENAL CO COM 311900104   567,068 9,024 SH   SOLE   9,024 0 0
FEDERAL SIGNAL CORP COM 313855108   404,210 4,831 SH   SOLE   4,831 0 0
FIFTH THIRD BANCORP COM 316773100   891,670 24,436 SH   SOLE   24,436 0 0
FIRST SOLAR INC COM 336433107   972,184 4,312 SH   SOLE   4,312 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   201,474 1,921 SH   SOLE   1,921 0 0
FIVE BELOW INC COM 33829M101   1,331,069 12,215 SH   SOLE   12,215 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   1,766,814 17,773 SH   SOLE   17,773 0 0
FLUENCE ENERGY INC COM CL A 34379V103   437,939 25,256 SH   SOLE   25,256 0 0
FLUOR CORP NEW COM 343412102   753,371 17,299 SH   SOLE   17,299 0 0
FLUTTER ENTMT PLC SHS G3643J108   993,315 5,447 SH   SOLE   5,447 0 0
FLYWIRE CORPORATION COM VTG 302492103   318,769 19,449 SH   SOLE   19,449 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   593,367 5,512 SH   SOLE   5,512 0 0
FORMFACTOR INC COM 346375108   602,092 9,947 SH   SOLE   9,947 0 0
FOX CORP CL A COM 35137L105   1,068,563 31,090 SH   SOLE   31,090 0 0
FRANKLIN RESOURCES INC COM 354613101   463,763 20,750 SH   SOLE   20,750 0 0
FRESHPET INC COM 358039105   1,131,127 8,742 SH   SOLE   8,742 0 0
FRONTDOOR INC COM 35905A109   845,933 25,035 SH   SOLE   25,035 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   156,290 19,439 SH   SOLE   19,439 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   219,974 3,353 SH   SOLE   3,353 0 0
GAP INC COM 364760108   229,033 9,587 SH   SOLE   9,587 0 0
GARMIN LTD SHS H2906T109   337,407 2,071 SH   SOLE   2,071 0 0
GARTNER INC COM 366651107   502,049 1,118 SH   SOLE   1,118 0 0
GE VERNOVA INC COM 36828A101   256,579 1,496 SH   SOLE   1,496 0 0
GENERAC HLDGS INC COM 368736104   305,693 2,312 SH   SOLE   2,312 0 0
GENERAL DYNAMICS CORP COM 369550108   1,421,106 4,898 SH   SOLE   4,898 0 0
GENTEX CORP COM 371901109   284,040 8,426 SH   SOLE   8,426 0 0
GLOBAL PMTS INC COM 37940X102   647,987 6,701 SH   SOLE   6,701 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,435,291 5,384 SH   SOLE   5,384 0 0
GOLUB CAP BDC INC COM 38173M102   424,374 27,013 SH   SOLE   27,013 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   398,864 112,356 SH   SOLE   112,356 0 0
GRAFTECH INTL LTD COM 384313508   13,717 14,141 SH   SOLE   14,141 0 0
GRAIL INC COM 384747101   247,488 16,102 SH   SOLE   16,102 0 0
GRAND CANYON ED INC COM 38526M106   371,181 2,653 SH   SOLE   2,653 0 0
GRANITESHARES ETF TR 2X SHORT NVDA DA 38747R793   178,351 80,702 SH   SOLE   80,702 0 0
GUARDANT HEALTH INC COM 40131M109   1,704,584 59,023 SH   SOLE   59,023 0 0
GUESS INC COM 401617105   381,582 18,705 SH   SOLE   18,705 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   261,439 1,896 SH   SOLE   1,896 0 0
H & E EQUIPMENT SERVICES INC COM 404030108   203,094 4,598 SH   SOLE   4,598 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   673,164 20,203 SH   SOLE   20,203 0 0
HALLIBURTON CO COM 406216101   364,756 10,798 SH   SOLE   10,798 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   1,038,770 19,839 SH   SOLE   19,839 0 0
HARLEY DAVIDSON INC COM 412822108   422,805 12,606 SH   SOLE   12,606 0 0
HCA HEALTHCARE INC COM 40412C101   241,281 751 SH   SOLE   751 0 0
HEICO CORP NEW COM 422806109   533,981 2,388 SH   SOLE   2,388 0 0
HELEN OF TROY LTD COM G4388N106   500,889 5,401 SH   SOLE   5,401 0 0
HENRY JACK & ASSOC INC COM 426281101   470,833 2,836 SH   SOLE   2,836 0 0
HENRY SCHEIN INC COM 806407102   1,942,679 30,307 SH   SOLE   30,307 0 0
HERSHEY CO COM 427866108   1,300,965 7,077 SH   SOLE   7,077 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   425,044 120,409 SH   SOLE   120,409 0 0
HESS MIDSTREAM LP CL A SHS 428103105   364,619 10,006 SH   SOLE   10,006 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   282,747 13,356 SH   SOLE   13,356 0 0
HF SINCLAIR CORP COM 403949100   1,082,535 20,295 SH   SOLE   20,295 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   1,473,971 73,005 SH   SOLE   73,005 0 0
HOST HOTELS & RESORTS INC COM 44107P104   352,965 19,631 SH   SOLE   19,631 0 0
HOWMET AEROSPACE INC COM 443201108   1,463,403 18,851 SH   SOLE   18,851 0 0
HUBBELL INC COM 443510607   2,316,047 6,337 SH   SOLE   6,337 0 0
HUNT J B TRANS SVCS INC COM 445658107   1,452,480 9,078 SH   SOLE   9,078 0 0
HYATT HOTELS CORP COM CL A 448579102   273,608 1,801 SH   SOLE   1,801 0 0
IAC INC COM NEW 44891N208   793,171 16,930 SH   SOLE   16,930 0 0
ICON PLC SHS G4705A100   3,079,529 9,824 SH   SOLE   9,824 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   972,828 27,708 SH   SOLE   27,708 0 0
IDEXX LABS INC COM 45168D104   579,768 1,190 SH   SOLE   1,190 0 0
IES HLDGS INC COM 44951W106   248,007 1,780 SH   SOLE   1,780 0 0
ILLINOIS TOOL WKS INC COM 452308109   969,877 4,093 SH   SOLE   4,093 0 0
ILLUMINA INC COM 452327109   903,409 8,655 SH   SOLE   8,655 0 0
IMMUNOVANT INC COM 45258J102   333,538 12,634 SH   SOLE   12,634 0 0
IMPINJ INC COM 453204109   372,015 2,373 SH   SOLE   2,373 0 0
INCYTE CORP COM 45337C102   484,051 7,985 SH   SOLE   7,985 0 0
INFORMATICA INC COM CL A 45674M101   379,423 12,287 SH   SOLE   12,287 0 0
INSMED INC COM PAR $.01 457669307   1,351,390 20,170 SH   SOLE   20,170 0 0
INSPIRE MED SYS INC COM 457730109   1,574,108 11,762 SH   SOLE   11,762 0 0
INSULET CORP COM 45784P101   1,811,760 8,978 SH   SOLE   8,978 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   1,054,120 47,101 SH   SOLE   47,101 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   1,746,069 14,242 SH   SOLE   14,242 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   721,216 7,575 SH   SOLE   7,575 0 0
INTERPUBLIC GROUP COS INC COM 460690100   994,122 34,174 SH   SOLE   34,174 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   2,415,642 35,270 SH   SOLE   35,270 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,020,509 4,542 SH   SOLE   4,542 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   261,566 6,505 SH   SOLE   6,505 0 0
INVESCO LTD SHS G491BT108   472,272 31,569 SH   SOLE   31,569 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,085,663 2,266 SH   SOLE   2,266 0 0
INVESTMENT MANAGERS SER TR I TRADR 1.25X NVDA 46144X370   302,354 7,540 SH   SOLE   7,540 0 0
IQIYI INC SPONSORED ADS 46267X108   494,749 134,809 SH   SOLE   134,809 0 0
IQVIA HLDGS INC COM 46266C105   743,423 3,516 SH   SOLE   3,516 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   675,562 25,378 SH   SOLE   25,378 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   548,028 48,541 SH   SOLE   48,541 0 0
IRON MTN INC DEL COM 46284V101   462,618 5,162 SH   SOLE   5,162 0 0
ISHARES TR RUS 1000 ETF 464287622   1,525,488 5,127 SH   SOLE   5,127 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   406,793 1,116 SH   SOLE   1,116 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   280,722 1,609 SH   SOLE   1,609 0 0
ISHARES TR CORE S&P500 ETF 464287200   593,745 1,085 SH   SOLE   1,085 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   550,694 94,297 SH   SOLE   94,297 0 0
ITT INC COM 45073V108   241,437 1,869 SH   SOLE   1,869 0 0
JABIL INC COM 466313103   1,234,114 11,344 SH   SOLE   11,344 0 0
JACK IN THE BOX INC COM 466367109   210,382 4,130 SH   SOLE   4,130 0 0
JACOBS SOLUTIONS INC COM 46982L108   293,391 2,100 SH   SOLE   2,100 0 0
JD.COM INC SPON ADS CL A 47215P106   1,649,083 63,819 SH   SOLE   63,819 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106   9,500 10,950 SH   SOLE   10,950 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   493,592 3,826 SH   SOLE   3,826 0 0
KE HLDGS INC SPONSORED ADS 482497104   871,796 61,611 SH   SOLE   61,611 0 0
KENVUE INC COM 49177J102   541,164 29,767 SH   SOLE   29,767 0 0
KEURIG DR PEPPER INC COM 49271V100   836,035 25,031 SH   SOLE   25,031 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,106,360 15,403 SH   SOLE   15,403 0 0
KILROY RLTY CORP COM 49427F108   630,850 20,239 SH   SOLE   20,239 0 0
KIMBERLY-CLARK CORP COM 494368103   618,860 4,478 SH   SOLE   4,478 0 0
KLA CORP COM NEW 482480100   2,103,325 2,551 SH   SOLE   2,551 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   480,289 18,255 SH   SOLE   18,255 0 0
LAM RESEARCH CORP COM 512807108   794,378 746 SH   SOLE   746 0 0
LAMB WESTON HLDGS INC COM 513272104   1,415,235 16,832 SH   SOLE   16,832 0 0
LAUDER ESTEE COS INC CL A 518439104   1,107,092 10,405 SH   SOLE   10,405 0 0
LEAR CORP COM NEW 521865204   904,772 7,922 SH   SOLE   7,922 0 0
LEGGETT & PLATT INC COM 524660107   649,805 56,702 SH   SOLE   56,702 0 0
LEIDOS HOLDINGS INC COM 525327102   370,827 2,542 SH   SOLE   2,542 0 0
LESLIES INC COM 527064109   340,974 81,378 SH   SOLE   81,378 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   361,423 18,746 SH   SOLE   18,746 0 0
LGI HOMES INC COM 50187T106   241,086 2,694 SH   SOLE   2,694 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   623,468 11,373 SH   SOLE   11,373 0 0
LIBERTY ENERGY INC COM CL A 53115L104   234,031 11,203 SH   SOLE   11,203 0 0
LIBERTY GLOBAL LTD COM CL C G61188127   725,567 40,648 SH   SOLE   40,648 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   1,390,060 79,751 SH   SOLE   79,751 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   424,040 19,144 SH   SOLE   19,144 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   631,560 28,500 SH   SOLE   28,500 0 0
LIGHT & WONDER INC COM 80874P109   1,594,386 15,202 SH   SOLE   15,202 0 0
LITHIA MTRS INC COM 536797103   344,342 1,364 SH   SOLE   1,364 0 0
LKQ CORP COM 501889208   245,423 5,901 SH   SOLE   5,901 0 0
LOCKHEED MARTIN CORP COM 539830109   490,922 1,051 SH   SOLE   1,051 0 0
LOUISIANA PAC CORP COM 546347105   1,764,003 21,426 SH   SOLE   21,426 0 0
LULULEMON ATHLETICA INC COM 550021109   807,386 2,703 SH   SOLE   2,703 0 0
LUMEN TECHNOLOGIES INC COM 550241103   20,037 18,215 SH   SOLE   18,215 0 0
M & T BK CORP COM 55261F104   315,586 2,085 SH   SOLE   2,085 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   1,248,018 11,196 SH   SOLE   11,196 0 0
MADDEN STEVEN LTD COM 556269108   820,916 19,407 SH   SOLE   19,407 0 0
MANHATTAN ASSOCIATES INC COM 562750109   204,498 829 SH   SOLE   829 0 0
MARATHON PETE CORP COM 56585A102   1,763,424 10,165 SH   SOLE   10,165 0 0
MARKEL GROUP INC COM 570535104   472,698 300 SH   SOLE   300 0 0
MARKETAXESS HLDGS INC COM 57060D108   1,066,419 5,318 SH   SOLE   5,318 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,198,212 4,956 SH   SOLE   4,956 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   248,949 2,851 SH   SOLE   2,851 0 0
MARTIN MARIETTA MATLS INC COM 573284106   608,441 1,123 SH   SOLE   1,123 0 0
MASCO CORP COM 574599106   675,767 10,136 SH   SOLE   10,136 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,281,238 5,171 SH   SOLE   5,171 0 0
MATADOR RES CO COM 576485205   456,238 7,655 SH   SOLE   7,655 0 0
MCCORMICK & CO INC COM NON VTG 579780206   202,037 2,848 SH   SOLE   2,848 0 0
MCKESSON CORP COM 58155Q103   504,611 864 SH   SOLE   864 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   114,478 26,561 SH   SOLE   26,561 0 0
MEDPACE HLDGS INC COM 58506Q109   202,630 492 SH   SOLE   492 0 0
MEDTRONIC PLC SHS G5960L103   522,320 6,636 SH   SOLE   6,636 0 0
MERCK & CO INC COM 58933Y105   1,788,910 14,450 SH   SOLE   14,450 0 0
META PLATFORMS INC CL A 30303M102   2,912,879 5,777 SH   SOLE   5,777 0 0
METLIFE INC COM 59156R108   264,125 3,763 SH   SOLE   3,763 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   384,337 275 SH   SOLE   275 0 0
MGE ENERGY INC COM 55277P104   353,650 4,733 SH   SOLE   4,733 0 0
MICROSOFT CORP COM 594918104   3,392,351 7,590 SH   SOLE   7,590 0 0
MICROSTRATEGY INC CL A NEW 594972408   1,519,360 1,103 SH   SOLE   1,103 0 0
MODERNA INC COM 60770K107   1,108,531 9,335 SH   SOLE   9,335 0 0
MOLINA HEALTHCARE INC COM 60855R100   2,447,968 8,234 SH   SOLE   8,234 0 0
MONGODB INC CL A 60937P106   3,597,924 14,394 SH   SOLE   14,394 0 0
MONOLITHIC PWR SYS INC COM 609839105   1,908,763 2,323 SH   SOLE   2,323 0 0
MONRO INC COM 610236101   528,332 22,143 SH   SOLE   22,143 0 0
MSC INDL DIRECT INC CL A 553530106   664,221 8,375 SH   SOLE   8,375 0 0
MSCI INC COM 55354G100   1,083,456 2,249 SH   SOLE   2,249 0 0
MURPHY OIL CORP COM 626717102   349,798 8,482 SH   SOLE   8,482 0 0
MYR GROUP INC DEL COM 55405W104   403,194 2,971 SH   SOLE   2,971 0 0
NETAPP INC COM 64110D104   509,404 3,955 SH   SOLE   3,955 0 0
NETFLIX INC COM 64110L106   376,583 558 SH   SOLE   558 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   208,708 1,516 SH   SOLE   1,516 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   1,264,839 57,545 SH   SOLE   57,545 0 0
NEW GOLD INC CDA COM 644535106   27,988 14,353 SH   SOLE   14,353 0 0
NEWMONT CORP COM 651639106   388,428 9,277 SH   SOLE   9,277 0 0
NEXTRACKER INC CLASS A COM 65290E101   1,919,455 40,944 SH   SOLE   40,944 0 0
NORDSON CORP COM 655663102   499,831 2,155 SH   SOLE   2,155 0 0
NORFOLK SOUTHN CORP COM 655844108   392,883 1,830 SH   SOLE   1,830 0 0
NORTHERN OIL & GAS INC COM 665531307   253,611 6,823 SH   SOLE   6,823 0 0
NOVAVAX INC COM NEW 670002401   217,296 17,164 SH   SOLE   17,164 0 0
NOVOCURE LTD ORD SHS G6674U108   644,893 37,647 SH   SOLE   37,647 0 0
NOVO-NORDISK A S ADR 670100205   466,617 3,269 SH   SOLE   3,269 0 0
NUTRIEN LTD COM 67077M108   420,466 8,259 SH   SOLE   8,259 0 0
NVENT ELECTRIC PLC SHS G6700G107   244,156 3,187 SH   SOLE   3,187 0 0
NVIDIA CORPORATION COM 67066G104   2,290,308 18,539 SH   SOLE   18,539 0 0
NXP SEMICONDUCTORS N V COM N6596X109   2,674,486 9,939 SH   SOLE   9,939 0 0
OBLONG INC COM NEW 674434204   2,955 16,725 SH   SOLE   16,725 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,106,929 6,268 SH   SOLE   6,268 0 0
OLIN CORP COM PAR $1 680665205   669,530 14,200 SH   SOLE   14,200 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   1,317,736 13,423 SH   SOLE   13,423 0 0
ONTO INNOVATION INC COM 683344105   239,101 1,089 SH   SOLE   1,089 0 0
ORACLE CORP COM 68389X105   241,876 1,713 SH   SOLE   1,713 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   252,398 239 SH   SOLE   239 0 0
OSCAR HEALTH INC CL A 687793109   644,491 40,739 SH   SOLE   40,739 0 0
PACCAR INC COM 693718108   876,225 8,512 SH   SOLE   8,512 0 0
PACKAGING CORP AMER COM 695156109   998,421 5,469 SH   SOLE   5,469 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,243,272 49,083 SH   SOLE   49,083 0 0
PALO ALTO NETWORKS INC COM 697435105   2,369,680 6,990 SH   SOLE   6,990 0 0
PARK HOTELS & RESORTS INC COM 700517105   355,895 23,758 SH   SOLE   23,758 0 0
PARKER-HANNIFIN CORP COM 701094104   2,388,941 4,723 SH   SOLE   4,723 0 0
PATTERSON COS INC COM 703395103   282,132 11,697 SH   SOLE   11,697 0 0
PAYCOM SOFTWARE INC COM 70432V102   290,085 2,028 SH   SOLE   2,028 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,318,368 9,999 SH   SOLE   9,999 0 0
PBF ENERGY INC CL A 69318G106   1,768,319 38,425 SH   SOLE   38,425 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,203,330 9,051 SH   SOLE   9,051 0 0
PEABODY ENERGY CORP COM 704551100   229,340 10,368 SH   SOLE   10,368 0 0
PEPSICO INC COM 713448108   324,912 1,970 SH   SOLE   1,970 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   231,517 3,502 SH   SOLE   3,502 0 0
PERRIGO CO PLC SHS G97822103   628,980 24,493 SH   SOLE   24,493 0 0
PG&E CORP COM 69331C108   1,121,840 64,252 SH   SOLE   64,252 0 0
PINNACLE WEST CAP CORP COM 723484101   351,577 4,603 SH   SOLE   4,603 0 0
PLEXUS CORP COM 729132100   347,098 3,364 SH   SOLE   3,364 0 0
PNC FINL SVCS GROUP INC COM 693475105   921,219 5,925 SH   SOLE   5,925 0 0
POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201   161,101 204,807 SH   SOLE   204,807 0 0
POOL CORP COM 73278L105   1,961,687 6,383 SH   SOLE   6,383 0 0
POTLATCHDELTIC CORPORATION COM 737630103   606,685 15,402 SH   SOLE   15,402 0 0
POWELL INDS INC COM 739128106   329,963 2,301 SH   SOLE   2,301 0 0
POWER INTEGRATIONS INC COM 739276103   371,937 5,299 SH   SOLE   5,299 0 0
PPG INDS INC COM 693506107   1,043,376 8,288 SH   SOLE   8,288 0 0
PPL CORP COM 69351T106   521,811 18,872 SH   SOLE   18,872 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,952,198 16,930 SH   SOLE   16,930 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   578,490 7,374 SH   SOLE   7,374 0 0
PROSHARES TR PSHS ULT SEMICDT 74347R669   220,366 1,584 SH   SOLE   1,584 0 0
PRUDENTIAL FINL INC COM 744320102   562,278 4,798 SH   SOLE   4,798 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   426,649 5,789 SH   SOLE   5,789 0 0
PULTE GROUP INC COM 745867101   727,211 6,605 SH   SOLE   6,605 0 0
PURE STORAGE INC CL A 74624M102   701,109 10,919 SH   SOLE   10,919 0 0
PVH CORPORATION COM 693656100   1,200,989 11,344 SH   SOLE   11,344 0 0
QUANTA SVCS INC COM 74762E102   1,359,127 5,349 SH   SOLE   5,349 0 0
QUEST DIAGNOSTICS INC COM 74834L100   881,097 6,437 SH   SOLE   6,437 0 0
QUIDELORTHO CORP COM 219798105   440,530 13,261 SH   SOLE   13,261 0 0
R1 RCM INC COM 77634L105   284,873 22,681 SH   SOLE   22,681 0 0
RALPH LAUREN CORP CL A 751212101   216,199 1,235 SH   SOLE   1,235 0 0
RB GLOBAL INC COM 74935Q107   327,279 4,286 SH   SOLE   4,286 0 0
RBC BEARINGS INC COM 75524B104   265,733 985 SH   SOLE   985 0 0
RCI HOSPITALITY HLDGS INC COM 74934Q108   234,963 5,394 SH   SOLE   5,394 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   1,052,213 140,295 SH   SOLE   140,295 0 0
REDDIT INC CL A 75734B100   1,241,510 19,432 SH   SOLE   19,432 0 0
REDFIN CORP COM 75737F108   508,218 84,562 SH   SOLE   84,562 0 0
REGENERON PHARMACEUTICALS COM 75886F107   1,864,527 1,774 SH   SOLE   1,774 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   217,494 10,853 SH   SOLE   10,853 0 0
RELIANCE INC COM 759509102   413,263 1,447 SH   SOLE   1,447 0 0
REMITLY GLOBAL INC COM 75960P104   494,605 40,809 SH   SOLE   40,809 0 0
REVVITY INC COM 714046109   665,232 6,344 SH   SOLE   6,344 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103   17,236 16,108 SH   SOLE   16,108 0 0
RINGCENTRAL INC CL A 76680R206   957,080 33,939 SH   SOLE   33,939 0 0
ROBERT HALF INC. COM 770323103   1,581,650 24,721 SH   SOLE   24,721 0 0
ROBLOX CORP CL A 771049103   436,883 11,741 SH   SOLE   11,741 0 0
ROCKET LAB USA INC COM 773122106   876,096 182,520 SH   SOLE   182,520 0 0
ROLLINS INC COM 775711104   358,850 7,355 SH   SOLE   7,355 0 0
ROPER TECHNOLOGIES INC COM 776696106   873,673 1,550 SH   SOLE   1,550 0 0
ROSS STORES INC COM 778296103   879,331 6,051 SH   SOLE   6,051 0 0
ROYAL GOLD INC COM 780287108   627,427 5,013 SH   SOLE   5,013 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   845,354 7,260 SH   SOLE   7,260 0 0
RYDER SYS INC COM 783549108   332,494 2,684 SH   SOLE   2,684 0 0
SALESFORCE INC COM 79466L302   1,521,518 5,918 SH   SOLE   5,918 0 0
SCHLUMBERGER LTD COM STK 806857108   745,067 15,792 SH   SOLE   15,792 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   866,079 13,312 SH   SOLE   13,312 0 0
SEALED AIR CORP NEW COM 81211K100   209,645 6,026 SH   SOLE   6,026 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   517,178 13,832 SH   SOLE   13,832 0 0
SERVICE CORP INTL COM 817565104   1,285,106 18,067 SH   SOLE   18,067 0 0
SHARKNINJA INC COM SHS G8068L108   847,617 11,279 SH   SOLE   11,279 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   712,689 114,213 SH   SOLE   114,213 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   522,409 120,094 SH   SOLE   120,094 0 0
SIMPSON MFG INC COM 829073105   805,573 4,780 SH   SOLE   4,780 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   418,015 3,443 SH   SOLE   3,443 0 0
SKECHERS U S A INC CL A 830566105   1,762,836 25,504 SH   SOLE   25,504 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   538,816 7,953 SH   SOLE   7,953 0 0
SKYWEST INC COM 830879102   333,779 4,067 SH   SOLE   4,067 0 0
SM ENERGY CO COM 78454L100   892,181 20,638 SH   SOLE   20,638 0 0
SMARTSHEET INC COM CL A 83200N103   590,628 13,399 SH   SOLE   13,399 0 0
SMUCKER J M CO COM NEW 832696405   2,139,692 19,623 SH   SOLE   19,623 0 0
SNAP ON INC COM 833034101   278,903 1,067 SH   SOLE   1,067 0 0
SOUTHERN COPPER CORP COM 84265V105   934,429 8,673 SH   SOLE   8,673 0 0
SOUTHWEST AIRLS CO COM 844741108   570,541 19,942 SH   SOLE   19,942 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,106,399 2,033 SH   SOLE   2,033 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   715,937 1,338 SH   SOLE   1,338 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   222,569 1,530 SH   SOLE   1,530 0 0
SPIRIT AIRLS INC COM 848577102   81,336 22,223 SH   SOLE   22,223 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,242,922 3,961 SH   SOLE   3,961 0 0
SPROUTS FMRS MKT INC COM 85208M102   1,835,417 21,939 SH   SOLE   21,939 0 0
STANLEY BLACK & DECKER INC COM 854502101   395,456 4,950 SH   SOLE   4,950 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   380,505 9,687 SH   SOLE   9,687 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   738,394 18,803 SH   SOLE   18,803 0 0
STRYKER CORPORATION COM 863667101   519,562 1,527 SH   SOLE   1,527 0 0
SUNRUN INC COM 86771W105   456,930 38,527 SH   SOLE   38,527 0 0
SURGERY PARTNERS INC COM 86881A100   548,360 23,050 SH   SOLE   23,050 0 0
SYNOPSYS INC COM 871607107   1,786,370 3,002 SH   SOLE   3,002 0 0
SYSCO CORP COM 871829107   1,522,392 21,325 SH   SOLE   21,325 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,320,782 7,599 SH   SOLE   7,599 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,226,461 14,319 SH   SOLE   14,319 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   833,604 78,126 SH   SOLE   78,126 0 0
TARSUS PHARMACEUTICALS INC COM 87650L103   288,624 10,619 SH   SOLE   10,619 0 0
TAYSHA GENE THERAPIES INC COM SHS 877619106   97,104 43,350 SH   SOLE   43,350 0 0
TC ENERGY CORP COM 87807B107   258,895 6,831 SH   SOLE   6,831 0 0
TD SYNNEX CORPORATION COM 87162W100   558,998 4,844 SH   SOLE   4,844 0 0
TELADOC HEALTH INC COM 87918A105   386,388 39,508 SH   SOLE   39,508 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   555,975 1,433 SH   SOLE   1,433 0 0
TEMPUR SEALY INTL INC COM 88023U101   660,204 13,946 SH   SOLE   13,946 0 0
TEMPUS AI INC CL A 88023B103   756,175 21,605 SH   SOLE   21,605 0 0
TERADYNE INC COM 880770102   533,103 3,595 SH   SOLE   3,595 0 0
TERAWULF INC COM 88080T104   1,040,374 233,792 SH   SOLE   233,792 0 0
TESLA INC COM 88160R101   1,833,160 9,264 SH   SOLE   9,264 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   1,638,891 2,232 SH   SOLE   2,232 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,506,372 2,724 SH   SOLE   2,724 0 0
THOMSON REUTERS CORP. COM 884903808   414,345 2,458 SH   SOLE   2,458 0 0
THOR INDS INC COM 885160101   338,943 3,627 SH   SOLE   3,627 0 0
TIDEWATER INC NEW COM 88642R109   1,144,329 12,019 SH   SOLE   12,019 0 0
T-MOBILE US INC COM 872590104   496,828 2,820 SH   SOLE   2,820 0 0
TOAST INC CL A 888787108   235,873 9,153 SH   SOLE   9,153 0 0
TOLL BROTHERS INC COM 889478103   1,561,265 13,555 SH   SOLE   13,555 0 0
TOPBUILD CORP COM 89055F103   987,062 2,562 SH   SOLE   2,562 0 0
TORO CO COM 891092108   1,705,248 18,236 SH   SOLE   18,236 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   200,049 5,089 SH   SOLE   5,089 0 0
TRACTOR SUPPLY CO COM 892356106   1,798,200 6,660 SH   SOLE   6,660 0 0
TRADEWEB MKTS INC CL A 892672106   738,926 6,971 SH   SOLE   6,971 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   675,951 2,055 SH   SOLE   2,055 0 0
TRANSMEDICS GROUP INC COM 89377M109   1,922,966 12,767 SH   SOLE   12,767 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   398,966 74,573 SH   SOLE   74,573 0 0
TRAVELERS COMPANIES INC COM 89417E109   2,440,690 12,003 SH   SOLE   12,003 0 0
TREX CO INC COM 89531P105   1,006,624 13,581 SH   SOLE   13,581 0 0
TWIST BIOSCIENCE CORP COM 90184D100   1,549,117 31,435 SH   SOLE   31,435 0 0
UBS GROUP AG SHS H42097107   371,081 12,562 SH   SOLE   12,562 0 0
UGI CORP NEW COM 902681105   1,374,687 60,030 SH   SOLE   60,030 0 0
UIPATH INC CL A 90364P105   814,982 64,273 SH   SOLE   64,273 0 0
ULTA BEAUTY INC COM 90384S303   343,424 890 SH   SOLE   890 0 0
UNICYCIVE THERAPEUTICS INC COM 90466Y103   5,497 10,969 SH   SOLE   10,969 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   769,298 2,415 SH   SOLE   2,415 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,071,483 2,104 SH   SOLE   2,104 0 0
UNITY SOFTWARE INC COM 91332U101   1,264,784 77,785 SH   SOLE   77,785 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   347,668 1,880 SH   SOLE   1,880 0 0
URBAN OUTFITTERS INC COM 917047102   1,031,012 25,116 SH   SOLE   25,116 0 0
US BANCORP DEL COM NEW 902973304   213,229 5,371 SH   SOLE   5,371 0 0
V F CORP COM 918204108   1,267,124 93,861 SH   SOLE   93,861 0 0
VALARIS LTD CL A G9460G101   210,910 2,831 SH   SOLE   2,831 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   662,699 2,542 SH   SOLE   2,542 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   350,091 700 SH   SOLE   700 0 0
VEEVA SYS INC CL A COM 922475108   2,178,917 11,906 SH   SOLE   11,906 0 0
VERALTO CORP COM SHS 92338C103   1,686,955 17,670 SH   SOLE   17,670 0 0
VERINT SYS INC COM 92343X100   1,181,386 36,689 SH   SOLE   36,689 0 0
VERISIGN INC COM 92343E102   2,515,514 14,148 SH   SOLE   14,148 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   4,187,076 8,933 SH   SOLE   8,933 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103   581,638 12,186 SH   SOLE   12,186 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   200,314 5,902 SH   SOLE   5,902 0 0
VIKING THERAPEUTICS INC COM 92686J106   436,007 8,225 SH   SOLE   8,225 0 0
VIPER ENERGY INC CL A 927959106   238,578 6,357 SH   SOLE   6,357 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   266,155 20,442 SH   SOLE   20,442 0 0
VIRTU FINL INC CL A 928254101   394,514 17,573 SH   SOLE   17,573 0 0
VISA INC COM CL A 92826C839   1,287,940 4,907 SH   SOLE   4,907 0 0
VITAL ENERGY INC COM 516806205   239,070 5,334 SH   SOLE   5,334 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   553,843 62,440 SH   SOLE   62,440 0 0
WABTEC COM 929740108   803,526 5,084 SH   SOLE   5,084 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,214,737 100,433 SH   SOLE   100,433 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   598,595 19,530 SH   SOLE   19,530 0 0
WASTE CONNECTIONS INC COM 94106B101   322,312 1,838 SH   SOLE   1,838 0 0
WATERS CORP COM 941848103   385,569 1,329 SH   SOLE   1,329 0 0
WAYSTAR HLDG CORP COM 946784105   289,412 13,461 SH   SOLE   13,461 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,835,648 14,991 SH   SOLE   14,991 0 0
WEBSTER FINL CORP COM 947890109   419,031 9,613 SH   SOLE   9,613 0 0
WEC ENERGY GROUP INC COM 92939U106   656,553 8,368 SH   SOLE   8,368 0 0
WERNER ENTERPRISES INC COM 950755108   376,143 10,498 SH   SOLE   10,498 0 0
WESTERN UN CO COM 959802109   449,146 36,755 SH   SOLE   36,755 0 0
WESTLAKE CORPORATION COM 960413102   417,371 2,882 SH   SOLE   2,882 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   865,526 30,487 SH   SOLE   30,487 0 0
WILLIAMS SONOMA INC COM 969904101   2,146,012 7,600 SH   SOLE   7,600 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   421,783 1,609 SH   SOLE   1,609 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   274,772 7,300 SH   SOLE   7,300 0 0
WINGSTOP INC COM 974155103   2,249,397 5,322 SH   SOLE   5,322 0 0
WOODWARD INC COM 980745103   878,352 5,037 SH   SOLE   5,037 0 0
WP CAREY INC COM 92936U109   713,338 12,958 SH   SOLE   12,958 0 0
XPO INC COM 983793100   1,267,749 11,943 SH   SOLE   11,943 0 0
XYLEM INC COM 98419M100   928,659 6,847 SH   SOLE   6,847 0 0
YETI HLDGS INC COM 98585X104   532,650 13,962 SH   SOLE   13,962 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   417,852 20,768 SH   SOLE   20,768 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   383,073 1,240 SH   SOLE   1,240 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   265,191 15,025 SH   SOLE   15,025 0 0
ZILLOW GROUP INC CL A 98954M101   211,373 4,693 SH   SOLE   4,693 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   315,266 6,796 SH   SOLE   6,796 0 0
ZOETIS INC CL A 98978V103   849,117 4,898 SH   SOLE   4,898 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   927,048 44,677 SH   SOLE   44,677 0 0