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
Denison Mines Corp Common Stock 248356107   4,369,388 2,468,581 SH   SOLE   2,467,744 0 837
NexGen Energy Ltd Common Stock 65340P106   7,180,580 1,021,393 SH   SOLE   1,021,393 0 0
TAL Education Group Common Stock 874080104   9,053,601 716,833 SH   SOLE   716,833 0 0
BGC Group Inc Common Stock 088929104   5,129,168 710,411 SH   SOLE   710,411 0 0
Alamos Gold Inc Common Stock 011532108   7,111,128 527,162 SH   SOLE   527,162 0 0
Newmark Group Inc Common Stock 65158N102   3,738,073 341,065 SH   SOLE   340,790 0 275
StoneCo Ltd Common Stock G85158106   5,028,964 278,922 SH   SOLE   278,922 0 0
Kratos Defense & Security Solutions Inc Common Stock 50077B207   4,895,815 241,292 SH   SOLE   241,292 0 0
Macerich Co/The Common Stock 554382101   3,346,952 216,912 SH   SOLE   216,542 0 370
Celestica Inc Common Stock 15101Q108   4,974,661 169,018 SH   SOLE   169,018 0 0
Informatica Inc Common Stock 45674M101   4,734,402 166,763 SH   SOLE   166,763 0 0
Tanger Inc Common Stock 875465106   4,311,292 155,530 SH   SOLE   155,344 0 186
Vertex Inc Common Stock 92538J106   4,158,270 154,353 SH   SOLE   154,353 0 0
Coursera Inc Common Stock 22266M104   2,930,546 151,293 SH   SOLE   151,293 0 0
FTAI Aviation Ltd Common Stock G3730V105   6,396,611 137,858 SH   SOLE   137,858 0 0
Kyndryl Holdings Inc Common Stock 50155Q100   2,724,175 131,096 SH   SOLE   131,096 0 0
Biohaven Ltd Common Stock G1110E107   5,604,960 130,957 SH   SOLE   130,957 0 0
Varonis Systems Inc Common Stock 922280102   5,559,750 122,786 SH   SOLE   122,786 0 0
Vertiv Holdings Co Common Stock 92537N108   5,815,569 121,082 SH   SOLE   121,082 0 0
Autolus Therapeutics PLC Common Stock 05280R100   764,563 118,721 SH   SOLE   118,423 0 298
Vista Energy SAB de CV Common Stock 92837L109   3,489,646 118,253 SH   SOLE   118,253 0 0
Bridgebio Pharma Inc Common Stock 10806X102   4,769,231 118,138 SH   SOLE   118,138 0 0
Westaim Corp/The Common Stock 830940102   3,864,726 114,071 SH   SOLE   114,071 0 0
Stantec Inc Common Stock 85472N109   8,844,966 109,635 SH   SOLE   109,635 0 0
Nutanix Inc Common Stock 67059N108   5,042,550 105,736 SH   SOLE   105,736 0 0
Dream Finders Homes Inc Common Stock 26154D100   3,668,402 103,248 SH   SOLE   103,248 0 0
Affirm Holdings Inc Common Stock 00827B106   4,957,637 100,888 SH   SOLE   100,888 0 0
JFrog Ltd Common Stock M6191J100   3,483,012 100,636 SH   SOLE   100,636 0 0
RadNet Inc Common Stock 750491102   3,329,367 95,754 SH   SOLE   95,754 0 0
RxSight Inc Common Stock 78349D107   3,780,726 93,768 SH   SOLE   93,768 0 0
BellRing Brands Inc Common Stock 07831C103   5,184,257 93,528 SH   SOLE   93,528 0 0
Suntx Capital Management Corp Common Stock 21044C107   4,025,731 92,503 SH   SOLE   92,503 0 0
Clayton Dubilier & Rice LLC Common Stock 21874C102   3,670,077 90,821 SH   SOLE   90,821 0 0
Braze Inc Common Stock 10576N102   4,793,389 90,220 SH   SOLE   90,220 0 0
Kilroy Realty Corp Common Stock 49427F108   3,321,700 83,376 SH   SOLE   83,247 0 129
Live Oak Bancshares Inc Common Stock 53803X105   3,695,328 81,216 SH   SOLE   81,216 0 0
Q2 Holdings Inc Common Stock 74736L109   3,515,559 80,985 SH   SOLE   80,985 0 0
Cameco Corp Common Stock 13321L108   3,484,081 80,415 SH   SOLE   80,415 0 0
Customers Bancorp Inc Common Stock 23204G100   4,501,044 78,116 SH   SOLE   78,116 0 0
Sun Corp Common Stock M2197Q107   643,741 74,335 SH   SOLE   74,163 0 172
NEXTracker Inc Common Stock 65290E101   3,370,014 71,932 SH   SOLE   71,932 0 0
Warrior Met Coal Inc Common Stock 93627C101   4,288,630 70,340 SH   SOLE   70,340 0 0
Griffon Corp Common Stock 398433102   4,272,900 70,105 SH   SOLE   70,105 0 0
NRG Energy Inc Common Stock 629377508   3,606,902 69,766 SH   SOLE   69,766 0 0
Adtalem Global Education Inc Common Stock 00737L103   4,108,756 69,699 SH   SOLE   69,699 0 0
Mr Cooper Group Inc Common Stock 62482R107   4,467,688 68,607 SH   SOLE   68,607 0 0
Camtek Ltd/Israel Common Stock M20791105   4,602,530 66,338 SH   SOLE   66,338 0 0
Stride Inc Common Stock 86333M108   3,916,877 65,974 SH   SOLE   65,974 0 0
Carpenter Technology Corp Common Stock 144285103   4,648,233 65,653 SH   SOLE   65,653 0 0
Donnelley Financial Solutions Inc Common Stock 25787G100   4,089,102 65,562 SH   SOLE   65,562 0 0
Deerfield Management Co LP Common Stock 670703107   4,610,855 62,656 SH   SOLE   62,656 0 0
Parsons Corp Common Stock 70202L102   3,848,576 61,371 SH   SOLE   61,371 0 0
Rambus Inc Common Stock 750917106   4,170,485 61,106 SH   SOLE   61,106 0 0
nVent Electric PLC Common Stock G6700G107   3,246,227 54,937 SH   SOLE   54,937 0 0
Abercrombie & Fitch Co Common Stock 002896207   4,817,518 54,608 SH   SOLE   54,608 0 0
XPO Inc Common Stock 983793100   4,769,714 54,455 SH   SOLE   54,455 0 0
Logitech International SA Common Stock H50430232   4,940,363 51,971 SH   SOLE   51,971 0 0
Intra-Cellular Therapies Inc Common Stock 46116X101   3,609,720 50,401 SH   SOLE   50,401 0 0
Light & Wonder Inc Common Stock 80874P109   3,877,727 47,226 SH   SOLE   47,226 0 0
Agilysys Inc Common Stock 00847J105   3,930,220 46,336 SH   SOLE   46,336 0 0
GMS Inc Common Stock 36251C103   3,679,840 44,642 SH   SOLE   44,642 0 0
Cytokinetics Inc Common Stock 23282W605   3,724,656 44,612 SH   SOLE   44,612 0 0
SPX Technologies Inc Common Stock 78473E103   4,352,218 43,087 SH   SOLE   43,087 0 0
Blueprint Medicines Corp Common Stock 09627Y109   3,804,070 41,241 SH   SOLE   41,241 0 0
Crane Co Common Stock 224408104   4,796,839 40,603 SH   SOLE   40,603 0 0
MACOM Technology Solutions Holdings Inc Common Stock 55405Y100   3,621,332 38,960 SH   SOLE   38,960 0 0
PennyMac Financial Services Inc Common Stock 70932M107   3,421,245 38,715 SH   SOLE   38,715 0 0
CyberArk Software Ltd Common Stock M2682V108   8,363,329 38,180 SH   SOLE   38,180 0 0
Toll Brothers Inc Common Stock 889478103   3,906,740 38,007 SH   SOLE   37,978 0 29
PJT Partners Inc Common Stock 69343T107   3,676,590 36,091 SH   SOLE   36,091 0 0
Onto Innovation Inc Common Stock 683344105   5,289,270 34,593 SH   SOLE   34,593 0 0
Gulfport Energy Corp Common Stock 402635502   4,572,756 34,330 SH   SOLE   34,330 0 0
Elastic NV Common Stock N14506104   3,781,649 33,555 SH   SOLE   33,555 0 0
Walker & Dunlop Inc Common Stock 93148P102   3,600,165 32,431 SH   SOLE   32,408 0 23
Wix.com Ltd Common Stock M98068105   3,914,373 31,819 SH   SOLE   31,819 0 0
PVH Corp Common Stock 693656100   3,866,564 31,662 SH   SOLE   31,662 0 0
Moog Inc Common Stock 615394202   4,401,747 30,403 SH   SOLE   30,403 0 0
Houlihan Lokey Inc Common Stock 441593100   3,534,108 29,473 SH   SOLE   29,473 0 0
TriNet Group Inc Common Stock 896288107   3,207,304 26,968 SH   SOLE   26,968 0 0
Science Applications International Corp Common Stock 808625107   3,191,543 25,672 SH   SOLE   25,672 0 0
Qualys Inc Common Stock 74758T303   4,996,504 25,456 SH   SOLE   25,456 0 0
Grand Canyon Education Inc Common Stock 38526M106   3,275,516 24,807 SH   SOLE   24,807 0 0
Fabrinet Common Stock G3323L100   4,675,076 24,563 SH   SOLE   24,563 0 0
Applied Industrial Technologies Inc Common Stock 03820C105   4,116,584 23,838 SH   SOLE   23,838 0 0
Evercore Inc Common Stock 29977A105   3,620,273 21,165 SH   SOLE   21,165 0 0
NewView Capital Management LLC Common Stock 26603R106   4,633,638 20,426 SH   SOLE   20,426 0 0
Insight Enterprises Inc Common Stock 45765U103   3,583,845 20,226 SH   SOLE   20,226 0 0
Simpson Manufacturing Co Inc Common Stock 829073105   3,860,610 19,500 SH   SOLE   19,500 0 0
Federal Agricultural Mortgage Corp Common Stock 313148306   3,698,195 19,340 SH   SOLE   19,340 0 0
Comfort Systems USA Inc Common Stock 199908104   3,968,403 19,295 SH   SOLE   19,295 0 0
Curtiss-Wright Corp Common Stock 231561101   4,241,699 19,039 SH   SOLE   19,039 0 0
Roark Capital Group Inc Common Stock 974155103   4,547,368 17,723 SH   SOLE   17,723 0 0
EMCOR Group Inc Common Stock 29084Q100   3,634,089 16,869 SH   SOLE   16,869 0 0
Docebo Inc Common Stock 25609L105   623,400 12,846 SH   SOLE   12,811 0 35
Medpace Holdings Inc Common Stock 58506Q109   3,535,211 11,533 SH   SOLE   11,533 0 0
Super Micro Computer Inc Common Stock 86800U104   2,649,872 9,322 SH   SOLE   9,322 0 0
Deckers Outdoor Corp Common Stock 243537107   3,717,808 5,562 SH   SOLE   5,562 0 0
First Citizens BancShares Inc/NC Common Stock 31946M103   5,240,256 3,693 SH   SOLE   3,693 0 0