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
CANADIAN PACIFIC KANSAS CITY COM 13646K108   19,606 272,616 SH   SOLE   272,616 0 0
MERCADOLIBRE INC COM 58733R102   12,359 7,175 SH   SOLE   7,175 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   652 10,177 SH   SOLE   10,177 0 0
UNITED RENTALS INC COM 911363109   18,935 26,840 SH   SOLE   26,840 0 0
KLA CORP COM NEW 482480100   4,477 7,068 SH   SOLE   7,068 0 0
ZOETIS INC CL A 98978V103   8,995 55,458 SH   SOLE   55,458 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   19,813 65,637 SH   SOLE   65,637 0 0
AMERICAN TOWER CORP NEW COM 03027X100   18,469 101,601 SH   SOLE   101,601 0 0
MASTERCARD INC CL A 57636Q104   14,593 27,767 SH   SOLE   27,767 0 0
STRYKER CORPORATION COM 863667101   7,864 21,706 SH   SOLE   21,706 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   93,061 3,432,714 SH   SOLE   3,432,714 0 0
KINSALE CAP GROUP INC COM 49714P108   48,813 104,784 SH   SOLE   104,784 0 0
SYNOPSYS INC COM 871607107   11,193 22,988 SH   SOLE   22,988 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   5,532 198,449 SH   SOLE   198,449 0 0
BROADCOM INC COM 11135F101   14,951 63,548 SH   SOLE   63,548 0 0
MICROSOFT CORP COM 594918104   27,718 65,248 SH   SOLE   65,248 0 0
LINDE PLC SHS G54950103   20,231 48,459 SH   SOLE   48,459 0 0
ICON PLC SHS G4705A100   10,974 52,359 SH   SOLE   52,359 0 0
AON PLC SHS CL A G0403H108   11,287 31,528 SH   SOLE   31,528 0 0
SERVICE CORP INTL COM 817565104   90,521 1,133,845 SH   SOLE   1,133,845 0 0
DEERE & CO COM 244199105   5,908 13,909 SH   SOLE   13,909 0 0
COLGATE PALMOLIVE CO COM 194162103   4,371 48,141 SH   SOLE   48,141 0 0
HOME DEPOT INC COM 437076102   20,023 51,395 SH   SOLE   51,395 0 0
INSTALLED BLDG PRODS INC COM 45780R101   15,161 86,842 SH   SOLE   86,842 0 0
VISA INC COM CL A 92826C839   97,558 309,251 SH   SOLE   309,251 0 0
FIRST SOLAR INC COM 336433107   10,944 61,479 SH   SOLE   61,479 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   8,436 56,481 SH   SOLE   56,481 0 0
ENBRIDGE INC COM 29250N105   11,724 278,800 SH   SOLE   278,800 0 0
BOOKING HOLDINGS INC COM 09857L108   10,288 2,060 SH   SOLE   2,060 0 0
JPMORGAN CHASE & CO COM 46625H100   28,323 118,307 SH   SOLE   118,307 0 0
PROGRESSIVE CORP COM 743315103   4,194 17,500 SH   SOLE   17,500 0 0
ORACLE CORP COM 68389X105   7,943 47,600 SH   SOLE   47,600 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   10,372 47,080 SH   SOLE   47,080 0 0
JD.COM INC SPON ADS CL A 47215P106   6,148 179,600 SH   SOLE   179,600 0 0
AT&T INC COM 00206R102   10,242 453,100 SH   SOLE   453,100 0 0
GE AEROSPACE COM NEW 369604301   8,233 49,000 SH   SOLE   49,000 0 0
ALPHA BET INC CAP STK CL A 02079K305   11,816 61,792 SH   SOLE   61,792 0 0
TRIP COM GROUP LTD ADS 89677Q107   6,105 89,000 SH   SOLE   89,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   10,445 186,300 SH   SOLE   186,300 0 0
3M CO COM 88579Y101   9,984 77,300 SH   SOLE   77,300 0 0
EAGLE MATERIALS INC COM 26969P108   4,748 19,281 SH   SOLE   19,281 0 0
ALTRIA GROUP INC COM 02209S103   4,948 95,000 SH   SOLE   95,000 0 0
MUELLER INDS INC COM 624756102   5,574 69,850 SH   SOLE   69,850 0 0
BWX TECHNOLOGIES INC COM 05605H100   4,978 44,380 SH   SOLE   44,380 0 0
LOWES COS INC COM 548661107   63,566 257,700 SH   SOLE   257,700 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   5,528 65,700 SH   SOLE   65,700 0 0
COMFORT SYS USA INC COM 199908104   5,294 12,340 SH   SOLE   12,340 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   5,694 23,840 SH   SOLE   23,840 0 0
NETFLIX INC COM 64110L106   10,848 12,050 SH   SOLE   12,050 0 0
US BANCORP DEL COM NEW 902973304   7,422 153,820 SH   SOLE   153,820 0 0
BOSTON SCIENTIFIC CORP COM 101137107   10,265 114,450 SH   SOLE   114,450 0 0
KEYCORP COM 493267108   9,308 544,200 SH   SOLE   544,200 0 0
FIFTH THIRD BANCORP COM 316773100   6,969 163,200 SH   SOLE   163,200 0 0
PNC FINL SVCS GROUP INC COM 693475105   9,511 49,430 SH   SOLE   49,430 0 0
SALESFORCE INC COM 79466L302   9,782 29,120 SH   SOLE   29,120 0 0
FABRINET SHS G3323L100   4,671 21,750 SH   SOLE   21,750 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   5,294 14,800 SH   SOLE   14,800 0 0
TECK RESOURCES LTD CL B 878742204   4,395 109,000 SH   SOLE   109,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,851 39,203 SH   SOLE   39,203 0 0
ONEOK INC NEW COM 682680103   8,288 82,250 SH   SOLE   82,250 0 0
META PLATFORMS INC CL A 30303M102   11,890 20,120 SH   SOLE   20,120 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   9,426 238,000 SH   SOLE   238,000 0 0
HUBBELL INC COM 443510607   4,963 11,850 SH   SOLE   11,850 0 0
PROCTER AND GAMBLE CO COM 742718109   602 3,600 SH   SOLE   3,600 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   197 2,057 SH   SOLE   2,057 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   180 13,131 SH   SOLE   13,131 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   140 7,737 SH   SOLE   7,737 0 0
SOUTH BOW CORP COM 83671M105   718 30,000 SH   SOLE   30,000 0 0
TC ENERGY CORP COM 87807B107   2,330 50,000 SH   SOLE   50,000 0 0
CANADIAN NATL RY CO COM 136375102   1,158 11,500 SH   SOLE   11,500 0 0
SEMPRA COM 816851109   2,840 32,500 SH   SOLE   32,500 0 0
EDISON INTL COM 281020107   1,752 22,000 SH   SOLE   22,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   2,802 28,000 SH   SOLE   28,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   3,847 17,000 SH   SOLE   17,000 0 0
NEXTERA ENERGY INC COM 65339F101   2,152 30,000 SH   SOLE   30,000 0 0
WEC ENERGY GROUP INC COM 92939U106   2,167 23,000 SH   SOLE   23,000 0 0
VISTRA CORP COM 92840M102   3,851 27,500 SH   SOLE   27,500 0 0
KINDER MORGAN INC DEL COM 49456B101   2,804 102,500 SH   SOLE   102,500 0 0
NISOURCE INC COM 65473P105   3,671 100,000 SH   SOLE   100,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   3,040 36,000 SH   SOLE   36,000 0 0
UNION PAC CORP COM 907818108   52,322 229,700 SH   SOLE   229,700 0 0
CLEARWAY ENERGY INC CL C 18539C204   2,483 95,000 SH   SOLE   95,000 0 0
CROWN CASTLE INC COM 22822V101   897 10,000 SH   SOLE   10,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   3,232 30,000 SH   SOLE   30,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,279 6,000 SH   SOLE   6,000 0 0
SITIME CORP COM 82982T106   1,778 8,253 SH   SOLE   8,253 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   794 12,468 SH   SOLE   12,468 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   332 2,912 SH   SOLE   2,912 0 0
ROYAL GOLD INC COM 780287108   181 1,382 SH   SOLE   1,382 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   920 15,945 SH   SOLE   15,945 0 0
KIRBY CORP COM 497266106   1,253 11,850 SH   SOLE   11,850 0 0
MATADOR RES CO COM 576485205   961 17,360 SH   SOLE   17,360 0 0
VERRA MOBILITY CORP COM 92511U102   1,318 54,682 SH   SOLE   54,682 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   1,130 14,954 SH   SOLE   14,954 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   496 4,485 SH   SOLE   4,485 0 0
WINTRUST FINL CORP COM 97650W108   50,397 404,829 SH   SOLE   404,829 0 0
PALOMAR HLDGS INC COM 69753M105   1,888 18,057 SH   SOLE   18,057 0 0
SHARKNINJA INC COM SHS G8068L108   785 8,208 SH   SOLE   8,208 0 0
AVIENT CORPORATION COM 05368V106   1,039 25,894 SH   SOLE   25,894 0 0
PLANET FITNESS INC CL A 72703H101   1,484 14,893 SH   SOLE   14,893 0 0
FIRST HORIZON CORPORATION COM 320517105   620 30,770 SH   SOLE   30,770 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   403 3,219 SH   SOLE   3,219 0 0
E L F BEAUTY INC COM 26856L103   1,178 9,259 SH   SOLE   9,259 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   668 7,473 SH   SOLE   7,473 0 0
STARWOOD PPTY TR INC COM 85571B105   1,631 85,000 SH   SOLE   85,000 0 0
METLIFE INC COM 59156R108   1,281 15,711 SH   SOLE   15,711 0 0
GILEAD SCIENCES INC COM 375558103   1,445 15,710 SH   SOLE   15,710 0 0
COCA COLA CO COM 191216100   1,624 26,171 SH   SOLE   26,171 0 0
ABBVIE INC COM 00287Y109   1,347 7,647 SH   SOLE   7,647 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   19,630 257,459 SH   SOLE   257,459 0 0
AES CORP COM 00130H105   1,224 95,000 SH   SOLE   95,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   101 40,000 SH   SOLE   40,000 0 0
CLEARWAY ENERGY INC CL A 18539C105   2,694 110,000 SH   SOLE   110,000 0 0
PHILIP MORRIS INTL INC COM 718172109   900 7,500 SH   SOLE   7,500 0 0
PROSPERITY BANCSHARES INC COM 743606105   37,590 500,000 SH   SOLE   500,000 0 0
RAYMOND JAMES FINL INC COM 754730109   81,693 526,000 SH   SOLE   526,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   78,627 600,000 SH   SOLE   600,000 0 0
STERIS PLC SHS USD G8473T100   47,180 230,000 SH   SOLE   230,000 0 0
ROLLINS INC COM 775711104   60,366 1,300,000 SH   SOLE   1,300,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   50,821 100,000 SH   SOLE   100,000 0 0
IDEX CORP COM 45167R104   62,603 300,000 SH   SOLE   300,000 0 0
MANHATTAN ASSOCIATES INC COM 562750109   54,216 200,000 SH   SOLE   200,000 0 0
VERTEX INC CL A 92538J106   27,598 519,789 SH   SOLE   519,789 0 0
CBRE GROUP INC CL A 12504L109   75,577 580,000 SH   SOLE   580,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   56,869 200,000 SH   SOLE   200,000 0 0
WEX INC COM 96208T104   51,185 300,000 SH   SOLE   300,000 0 0
TETRA TECH INC NEW COM 88162G103   59,640 1,500,000 SH   SOLE   1,500,000 0 0
HCA HOLDINGS INC COM 40412C101   23,873 80,000 SH   SOLE   80,000 0 0
VULCAN MATLS CO COM 929160109   51,626 200,000 SH   SOLE   200,000 0 0
FULLER H B CO COM 359694106   54,002 804,732 SH   SOLE   804,732 0 0
WATSCO INC COM 942622200   47,504 100,000 SH   SOLE   100,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   60,065 1,000,000 SH   SOLE   1,000,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   45,838 250,000 SH   SOLE   250,000 0 0
CBIZ INC COM 124805102   66,434 813,698 SH   SOLE   813,698 0 0
ICF INTL INC COM 44925C103   29,890 253,066 SH   SOLE   253,066 0 0
MORNINGSTAR INC COM 617700109   50,694 150,000 SH   SOLE   150,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   53,288 405,738 SH   SOLE   405,738 0 0
DESCARTES SYS GROUP INC COM 249906108   46,945 411,419 SH   SOLE   411,419 0 0
SCHWAB CHARLES CORP COM 808513105   66,506 900,000 SH   SOLE   900,000 0 0
IQVIA HLDGS INC COM 46266C105   45,423 230,000 SH   SOLE   230,000 0 0
WASTE CONNECTIONS INC COM 94106B101   51,512 300,952 SH   SOLE   300,952 0 0
HUNT J B TRANS SVCS INC COM 445658107   56,228 330,073 SH   SOLE   330,073 0 0
POOL CORPORATION COM 73278L105   40,731 120,000 SH   SOLE   120,000 0 0
MARRIOTT INTL INC NEW CL A 571903202   70,054 250,000 SH   SOLE   250,000 0 0
MSA SAFETY INC COM 553498106   741 4,464 SH   SOLE   4,464 0 0
CADENCE BANK COM 12740C103   504 14,669 SH   SOLE   14,669 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   1,369 68,768 SH   SOLE   68,768 0 0
INSIGHT ENTERPRISES INC COM 45765U103   677 4,503 SH   SOLE   4,503 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   281 2,101 SH   SOLE   2,101 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   708 27,378 SH   SOLE   27,378 0 0
CHEESECAKE FACTORY INC COM 163072101   713 15,045 SH   SOLE   15,045 0 0
NOVANTA INC COM 67000B104   193 1,266 SH   SOLE   1,266 0 0
NAPCO SEC TECHNOLOGIES INC COM 630402105   463 13,082 SH   SOLE   13,082 0 0
FRESHPET INC COM 358039105   1,049 7,021 SH   SOLE   7,021 0 0
WD 40 CO COM 929236107   469 1,938 SH   SOLE   1,938 0 0
CHEFS WHSE INC COM 163086101   510 10,409 SH   SOLE   10,409 0 0
THERMON GROUP HLDGS INC COM 88362T103   85 2,965 SH   SOLE   2,965 0 0
TENNANT CO COM 880345103   403 4,961 SH   SOLE   4,961 0 0
MATERION CORP COM 576690101   403 4,044 SH   SOLE   4,044 0 0
TREX CO INC COM 89531P105   719 10,378 SH   SOLE   10,378 0 0
HEALTHEQUITY INC COM 42226A107   1,073 11,076 SH   SOLE   11,076 0 0
REPLIGEN CORP COM 759916109   592 4,113 SH   SOLE   4,113 0 0
VERICEL CORP COM 92346J108   592 10,705 SH   SOLE   10,705 0 0
FORESTAR GROUP INC COM 346232101   741 28,978 SH   SOLE   28,978 0 0
MERIT MED SYS INC COM 589889104   44 461 SH   SOLE   461 0 0
ENERPAC TOOL GROUP CORP CL A 292765104   1,070 25,825 SH   SOLE   25,825 0 0
Q2 HLDGS INC COM 74736L109   1,060 10,529 SH   SOLE   10,529 0 0
AXOS FINANCIAL INC COM 05465C100   618 8,721 SH   SOLE   8,721 0 0
TECNOGLASS INC ORD SHS G87264100   681 8,444 SH   SOLE   8,444 0 0
SILICON LABORATORIES INC COM 826919102   898 7,191 SH   SOLE   7,191 0 0
MEDPACE HLDGS INC COM 58506Q109   344 1,033 SH   SOLE   1,033 0 0
TRANSCAT INC COM 893529107   479 4,540 SH   SOLE   4,540 0 0
ENSIGN GROUP INC COM 29358P101   420 3,166 SH   SOLE   3,166 0 0
BRUNSWICK CORP COM 117043109   742 11,514 SH   SOLE   11,514 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   653 23,585 SH   SOLE   23,585 0 0
LANTHEUS HLDGS INC COM 516544103   575 6,458 SH   SOLE   6,458 0 0
CORVEL CORP COM 221006109   708 6,306 SH   SOLE   6,306 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102   44 1,142 SH   SOLE   1,142 0 0
CHART INDS INC COM 16115Q308   1,112 5,833 SH   SOLE   5,833 0 0
AZENTA INC COM 114340102   694 13,892 SH   SOLE   13,892 0 0
MA TECHNOLOGY SOLUTIONS COM 55405Y100   616 4,742 SH   SOLE   4,742 0 0
SPSM INC COM 78463M107   991 5,401 SH   SOLE   5,401 0 0
LEMAITRE VASCULAR INC COM 525558201   560 6,015 SH   SOLE   6,015 0 0
HAYWARD HLDGS INC COM 421298100   527 34,504 SH   SOLE   34,504 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   1,311 7,840 SH   SOLE   7,840 0 0
MRC GLOBAL INC COM 55345K103   85 6,741 SH   SOLE   6,741 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   101 5,290 SH   SOLE   5,290 0 0
ASTRANA HEALTH INC COM NEW 03763A207   871 27,243 SH   SOLE   27,243 0 0
ESCO TECHNOLOGIES INC COM 296315104   979 7,337 SH   SOLE   7,337 0 0