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
ADDUS HOMECARE CORP Common Stock 006739106   6,157,661 53,033 SH   SOLE 1,2 27,587 0 25,446
ADVANCED ENERGY INDUSTRIES Common Stock 007973100   7,706,624 70,859 SH   SOLE 1,2 37,124 0 33,735
AGILENT TECHNOLOGIES INC Common Stock 00846U101   34,420,653 265,530 SH   SOLE 2 265,530 0 0
AGNICO EAGLE MINES LTD Common Stock 008474108   14,144,188 216,272 SH   SOLE 2 216,272 0 0
AGREE REALTY CORP REIT 008492100   56,420,340 910,887 SH   SOLE 2 910,887 0 0
ALAMOS GOLD INC-CLASS A Common Stock 011532108   14,623,293 932,608 SH   SOLE 2 932,608 0 0
ALBANY INTL CORP-CL A Common Stock 012348108   7,060,526 83,606 SH   SOLE 1,2 43,788 0 39,818
ALIGN TECHNOLOGY INC Common Stock 016255101   13,195,598 54,656 SH   SOLE 2 54,656 0 0
ALLEGRO MICROSYSTEMS INC Common Stock 01749D105   10,996,373 389,390 SH   SOLE 2 389,390 0 0
ALLY FINANCIAL INC Common Stock 02005N100   32,721,561 824,844 SH   SOLE 2 824,844 0 0
AMBARELLA INC Common Stock G037AX101   4,883,554 90,520 SH   SOLE 1,2 47,356 0 43,164
AMETEK INC Common Stock 031100100   22,836,769 136,985 SH   SOLE 2 136,985 0 0
AMN HEALTHCARE SERVICES INC Common Stock 001744101   4,927,403 96,182 SH   SOLE 1,2 50,304 0 45,878
APPLIED INDUSTRIAL TECH INC Common Stock 03820C105   14,607,424 75,296 SH   SOLE 1,2 39,463 0 35,833
APPLOVIN CORP-CLASS A Common Stock 03831W108   36,217,843 435,206 SH   SOLE 2 435,206 0 0
ARCH CAPITAL GROUP LTD Common Stock G0450A105   19,552,179 193,797 SH   SOLE 2 193,797 0 0
ARIS WATER SOLUTIONS INC-A Common Stock 04041L106   7,915,998 505,169 SH   SOLE 1,2 264,333 0 240,836
ARISTA NETWORKS INC Common Stock 040413106   17,993,993 51,341 SH   SOLE 2 51,341 0 0
ATI INC Common Stock 01741R102   24,636,712 444,305 SH   SOLE 2 444,305 0 0
ATMOS ENERGY CORP Common Stock 049560105   25,184,151 215,895 SH   SOLE 2 215,895 0 0
AXIS CAPITAL HOLDINGS LTD Common Stock G0692U109   36,740,472 520,035 SH   SOLE 2 520,035 0 0
AXOS FINANCIAL INC Common Stock 05465C100   7,202,214 126,023 SH   SOLE 1,2 66,041 0 59,982
AXSOME THERAPEUTICS INC Common Stock 05464T104   5,599,419 69,558 SH   SOLE 1,2 36,233 0 33,325
BAKER HUGHES CO Common Stock 05722G100   17,484,132 497,132 SH   SOLE 2 497,132 0 0
BALCHEM CORP Common Stock 057665200   9,640,964 62,624 SH   SOLE 1,2 32,824 0 29,800
BIOMARIN PHARMACEUTICAL INC Common Stock 09061G101   31,960,917 388,205 SH   SOLE 2 388,205 0 0
BOOZ ALLEN HAMILTON HOLDINGS Common Stock 099502106   30,137,775 195,827 SH   SOLE 2 195,827 0 0
BOX INC - CLASS A Common Stock 10316T104   7,911,509 299,225 SH   SOLE 1,2 156,606 0 142,619
BOYD GAMING CORP Common Stock 103304101   24,331,168 441,582 SH   SOLE 2 441,582 0 0
BROWN & BROWN INC Common Stock 115236101   16,793,969 187,831 SH   SOLE 2 187,831 0 0
BROWN-FORMAN CORP-CLASS B Common Stock 115637209   14,560,817 337,134 SH   SOLE 2 337,134 0 0
BRUNSWICK CORP Common Stock 117043109   25,880,432 355,647 SH   SOLE 2 355,647 0 0
BUILDERS FIRSTSOURCE INC Common Stock 12008R107   9,542,262 68,942 SH   SOLE 2 68,942 0 0
BWX TECHNOLOGIES INC Common Stock 05605H100   13,902,775 146,345 SH   SOLE 2 146,345 0 0
CARETRUST REIT INC REIT 14174T107   8,081,271 321,963 SH   SOLE 1,2 168,533 0 153,430
CARRIER GLOBAL CORP Common Stock 14448C104   20,840,559 330,383 SH   SOLE 2 330,383 0 0
CASEY'S GENERAL STORES INC Common Stock 147528103   60,308,992 158,059 SH   SOLE 2 158,059 0 0
CBOE GLOBAL MARKETS INC Common Stock 12503M108   57,431,302 337,712 SH   SOLE 2 337,712 0 0
CECO ENVIRONMENTAL CORP Common Stock 125141101   5,728,773 198,571 SH   SOLE 1,2 103,106 0 95,465
CELSIUS HOLDINGS INC Common Stock 15118V207   21,236,794 371,988 SH   SOLE 2 371,988 0 0
CENCORA INC Common Stock 03073E105   45,111,368 200,228 SH   SOLE 2 200,228 0 0
CENTENE CORP Common Stock 15135B101   32,607,666 491,820 SH   SOLE 2 491,820 0 0
CENTERPOINT ENERGY INC Common Stock 15189T107   60,589,599 1,955,765 SH   SOLE 2 1,955,765 0 0
CERTARA INC Common Stock 15687V109   4,382,666 316,438 SH   SOLE 1,2 165,685 0 150,753
CHART INDUSTRIES INC Common Stock 16115Q308   43,711,059 302,834 SH   SOLE 1,2 272,912 0 29,922
CHEESECAKE FACTORY INC/THE Common Stock 163072101   5,459,934 138,965 SH   SOLE 1,2 72,706 0 66,259
CHEFS' WAREHOUSE INC/THE Common Stock 163086101   7,658,481 195,819 SH   SOLE 1,2 102,705 0 93,114
CHENIERE ENERGY INC Common Stock 16411R208   21,874,030 125,116 SH   SOLE 2 125,116 0 0
CHURCH & DWIGHT CO INC Common Stock 171340102   14,189,748 136,861 SH   SOLE 2 136,861 0 0
CIENA CORP Common Stock 171779309   19,176,699 398,022 SH   SOLE 2 398,022 0 0
CITIZENS FINANCIAL GROUP Common Stock 174610105   22,983,392 637,896 SH   SOLE 2 637,896 0 0
CLEAN HARBORS INC Common Stock 184496107   25,092,473 110,955 SH   SOLE 2 110,955 0 0
COGNEX CORP Common Stock 192422103   17,329,583 370,607 SH   SOLE 2 370,607 0 0
COHEN & STEERS INC Common Stock 19247A100   8,813,137 121,460 SH   SOLE 1,2 63,566 0 57,894
CONSTRUCTION PARTNERS INC-A Common Stock 21044C107   6,173,250 111,814 SH   SOLE 1,2 58,239 0 53,575
COPART INC Common Stock 217204106   25,450,433 469,912 SH   SOLE 2 469,912 0 0
CORE LABORATORIES INC Common Stock 21867A105   5,214,387 256,993 SH   SOLE 1,2 134,512 0 122,481
COREBRIDGE FINANCIAL INC Common Stock 21871X109   16,849,880 578,636 SH   SOLE 2 578,636 0 0
CORTEVA INC Common Stock 22052L104   16,603,648 307,817 SH   SOLE 2 307,817 0 0
COSTAR GROUP INC Common Stock 22160N109   9,826,293 132,537 SH   SOLE 2 132,537 0 0
CREDO TECHNOLOGY GROUP HOLDI Common Stock G25457105   14,013,866 438,756 SH   SOLE 1,2 229,490 0 209,266
CROWDSTRIKE HOLDINGS INC - A Common Stock 22788C105   19,091,675 49,823 SH   SOLE 2 49,823 0 0
DARLING INGREDIENTS INC Common Stock 237266101   19,753,639 537,514 SH   SOLE 2 537,514 0 0
DELL TECHNOLOGIES -C Common Stock 24703L202   26,210,760 190,057 SH   SOLE 2 190,057 0 0
DELTA AIR LINES INC Common Stock 247361702   33,172,087 699,243 SH   SOLE 2 699,243 0 0
DESCARTES SYSTEMS GRP/THE Common Stock 249906108   9,622,700 99,367 SH   SOLE 1,2 51,978 0 47,389
DR HORTON INC Common Stock 23331A109   30,940,194 219,543 SH   SOLE 2 219,543 0 0
DYCOM INDUSTRIES INC Common Stock 267475101   14,204,697 84,171 SH   SOLE 1,2 44,058 0 40,113
EAGLE MATERIALS INC Common Stock 26969P108   20,503,433 94,286 SH   SOLE 2 94,286 0 0
EASTGROUP PROPERTIES INC REIT 277276101   25,438,455 149,550 SH   SOLE 2 149,550 0 0
EDWARDS LIFESCIENCES CORP Common Stock 28176E108   72,109,287 780,657 SH   SOLE 2 780,657 0 0
ENCOMPASS HEALTH CORP Common Stock 29261A100   46,151,073 537,954 SH   SOLE 2 537,954 0 0
ENOVIS CORP Common Stock 194014502   4,107,188 90,867 SH   SOLE 1,2 47,504 0 43,363
ENVESTNET INC Common Stock 29404K106   5,418,729 86,575 SH   SOLE 1,2 45,305 0 41,270
EPLUS INC Common Stock 294268107   9,342,845 126,803 SH   SOLE 1,2 66,432 0 60,371
EQT CORP Common Stock 26884L109   22,554,471 609,910 SH   SOLE 2 609,910 0 0
EVERCORE INC - A Common Stock 29977A105   54,639,299 262,147 SH   SOLE 2 262,147 0 0
EVEREST GROUP LTD Common Stock G3223R108   19,489,554 51,151 SH   SOLE 2 51,151 0 0
EVOLENT HEALTH INC - A Common Stock 30050B101   3,147,247 164,605 SH   SOLE 1,2 86,023 0 78,582
EXCELERATE ENERGY INC-A Common Stock 30069T101   4,265,651 231,326 SH   SOLE 1,2 121,081 0 110,245
FABRINET Common Stock G3323L100   13,244,362 54,105 SH   SOLE 1,2 28,284 0 25,821
FIRST HORIZON CORP Common Stock 320517105   69,578,375 4,412,072 SH   SOLE 2 4,412,072 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857   16,994,496 349,681 SH   SOLE 2 349,681 0 0
GARTNER INC Common Stock 366651107   21,800,066 48,546 SH   SOLE 2 48,546 0 0
GE VERNOVA INC Common Stock 36828A101   17,945,948 104,635 SH   SOLE 2 104,635 0 0
G-III APPAREL GROUP LTD Common Stock 36237H101   5,731,179 211,717 SH   SOLE 1,2 110,834 0 100,883
GLOBAL INDUSTRIAL CO Common Stock 37892E102   5,736,810 182,934 SH   SOLE 1,2 95,732 0 87,202
HALOZYME THERAPEUTICS INC Common Stock 40637H109   11,460,609 218,881 SH   SOLE 1,2 114,333 0 104,548
HEALTHEQUITY INC Common Stock 42226A107   11,842,845 137,388 SH   SOLE 1,2 71,930 0 65,458
HENRY SCHEIN INC Common Stock 806407102   14,736,013 229,891 SH   SOLE 2 229,891 0 0
HERSHEY CO/THE Common Stock 427866108   21,750,030 118,316 SH   SOLE 2 118,316 0 0
HILLTOP HOLDINGS INC Common Stock 432748101   5,199,987 166,240 SH   SOLE 1,2 87,124 0 79,116
HOST HOTELS & RESORTS INC REIT 44107P104   11,722,186 651,957 SH   SOLE 2 651,957 0 0
HUBBELL INC Common Stock 443510607   34,356,947 94,005 SH   SOLE 2 94,005 0 0
HUNTINGTON BANCSHARES INC Common Stock 446150104   34,399,918 2,610,009 SH   SOLE 2 2,610,009 0 0
I3 VERTICALS INC-CLASS A Common Stock 46571Y107   6,030,246 273,109 SH   SOLE 1,2 142,951 0 130,158
ICU MEDICAL INC Common Stock 44930G107   6,625,775 55,796 SH   SOLE 1,2 29,036 0 26,760
IMPINJ INC Common Stock 453204109   12,722,042 81,151 SH   SOLE 1,2 42,513 0 38,638
INGERSOLL-RAND INC Common Stock 45687V106   14,137,520 155,631 SH   SOLE 2 155,631 0 0
INSMED INC Common Stock 457669307   7,599,877 113,431 SH   SOLE 1,2 58,754 0 54,677
INSPERITY INC Common Stock 45778Q107   8,708,913 95,482 SH   SOLE 1,2 50,029 0 45,453
INSTALLED BUILDING PRODUCTS Common Stock 45780R101   11,938,695 58,045 SH   SOLE 1,2 30,334 0 27,711
INTAPP INC Common Stock 45827U109   5,888,541 160,582 SH   SOLE 1,2 84,218 0 76,364
INTEGER HOLDINGS CORP Common Stock 45826H109   10,014,329 86,487 SH   SOLE 1,2 45,268 0 41,219
INTERACTIVE BROKERS GRO-CL A Common Stock 45841N107   18,530,499 151,146 SH   SOLE 2 151,146 0 0
JACK HENRY & ASSOCIATES INC Common Stock 426281101   13,446,789 80,995 SH   SOLE 2 80,995 0 0
KIMBELL ROYALTY PARTNERS LP Unit 49435R102   4,738,510 289,640 SH   SOLE 1,2 153,265 0 136,375
KINIKSA PHARMACEUTICALS INTL PLC Common Stock G62694109   2,682,972 143,705 SH   SOLE 1,2 74,624 0 69,081
KINSALE CAPITAL GROUP INC Common Stock 49714P108   16,409,845 42,592 SH   SOLE 2 42,592 0 0
KIRBY CORP Common Stock 497266106   21,153,776 176,679 SH   SOLE 2 176,679 0 0
KNIGHT-SWIFT TRANSPORTATION Common Stock 499049104   12,567,210 251,747 SH   SOLE 2 251,747 0 0
KRATOS DEFENSE & SECURITY Common Stock 50077B207   10,757,896 537,626 SH   SOLE 1,2 281,485 0 256,141
KRYSTAL BIOTECH INC Common Stock 501147102   8,548,992 46,553 SH   SOLE 1,2 24,833 0 22,170
LANTHEUS HOLDINGS INC Common Stock 516544103   7,194,385 89,605 SH   SOLE 1,2 46,894 0 42,711
LAS VEGAS SANDS CORP Common Stock 517834107   22,199,340 501,680 SH   SOLE 2 501,680 0 0
LEMAITRE VASCULAR INC Common Stock 525558201   12,713,823 154,519 SH   SOLE 1,2 80,752 0 73,767
LGI HOMES INC Common Stock 50187T106   5,446,361 60,860 SH   SOLE 1,2 31,878 0 28,982
LINDBLAD EXPEDITIONS HOLDING Common Stock 535219109   2,563,686 265,667 SH   SOLE 1,2 139,043 0 126,624
LIVE NATION ENTERTAINMENT IN Common Stock 538034109   21,019,976 224,237 SH   SOLE 2 224,237 0 0
LKQ CORP Common Stock 501889208   13,697,957 329,357 SH   SOLE 2 329,357 0 0
MAGNITE INC Common Stock 55955D100   5,388,257 405,437 SH   SOLE 1,2 212,230 0 193,207
MARTIN MARIETTA MATERIALS Common Stock 573284106   17,173,976 31,698 SH   SOLE 2 31,698 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104   33,407,656 477,935 SH   SOLE 2 477,935 0 0
MATERION CORP Common Stock 576690101   6,904,208 63,851 SH   SOLE 1,2 33,462 0 30,389
MGP INGREDIENTS INC Common Stock 55303J106   6,035,328 81,120 SH   SOLE 1,2 42,418 0 38,702
MICROCHIP TECHNOLOGY INC Common Stock 595017104   19,917,079 217,673 SH   SOLE 2 217,673 0 0
MID-AMERICA APARTMENT COMM REIT 59522J103   51,048,818 357,961 SH   SOLE 2 357,961 0 0
MOLINA HEALTHCARE INC Common Stock 60855R100   9,757,386 32,820 SH   SOLE 2 32,820 0 0
MONOLITHIC POWER SYSTEMS INC Common Stock 609839105   20,985,707 25,540 SH   SOLE 2 25,540 0 0
MORNINGSTAR INC Common Stock 617700109   12,689,894 42,893 SH   SOLE 2 42,893 0 0
MURPHY USA INC Common Stock 626755102   35,953,594 76,585 SH   SOLE 2 76,585 0 0
NEUROCRINE BIOSCIENCES INC Common Stock 64125C109   26,139,402 189,870 SH   SOLE 2 189,870 0 0
NEXTRACKER INC-CL A Common Stock 65290E101   13,593,512 289,964 SH   SOLE 2 289,964 0 0
NOBLE CORP PLC Common Stock G65431127   26,589,030 595,499 SH   SOLE 2 595,499 0 0
NUCOR CORP Common Stock 670346105   15,379,445 97,289 SH   SOLE 2 97,289 0 0
NVR INC Common Stock 62944T105   18,000,064 2,372 SH   SOLE 2 2,372 0 0
OMNICOM GROUP Common Stock 681919106   34,361,468 383,071 SH   SOLE 2 383,071 0 0
ONESPAWORLD HOLDINGS LTD Common Stock P73684113   8,900,551 579,086 SH   SOLE 1,2 303,135 0 275,951
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   20,945,894 19,834 SH   SOLE 2 19,834 0 0
OWENS CORNING Common Stock 690742101   23,417,282 134,799 SH   SOLE 2 134,799 0 0
PACIRA BIOSCIENCES INC Common Stock 695127100   3,592,586 125,571 SH   SOLE 1,2 65,710 0 59,861
PAGERDUTY INC Common Stock 69553P100   5,050,859 220,273 SH   SOLE 1,2 115,477 0 104,796
PALANTIR TECHNOLOGIES INC-A Common Stock 69608A108   76,446,471 3,018,021 SH   SOLE 2 3,018,021 0 0
PARKER HANNIFIN CORP Common Stock 701094104   29,404,252 58,133 SH   SOLE 2 58,133 0 0
PATRICK INDUSTRIES INC Common Stock 703343103   10,009,829 92,214 SH   SOLE 1,2 48,256 0 43,958
PAYCOM SOFTWARE INC Common Stock 70432V102   12,226,630 85,477 SH   SOLE 2 85,477 0 0
PJT PARTNERS INC - A Common Stock 69343T107   8,897,179 82,450 SH   SOLE 1,2 43,236 0 39,214
PLEXUS CORP Common Stock 729132100   6,910,170 66,972 SH   SOLE 1,2 35,089 0 31,883
POWER INTEGRATIONS INC Common Stock 739276103   5,677,458 80,887 SH   SOLE 1,2 42,326 0 38,561
PPL CORP Common Stock 69351T106   43,218,691 1,563,063 SH   SOLE 2 1,563,063 0 0
PURE STORAGE INC - CLASS A Common Stock 74624M102   20,053,938 312,318 SH   SOLE 2 312,318 0 0
QUALYS INC Common Stock 74758T303   7,276,735 51,029 SH   SOLE 1,2 26,710 0 24,319
QUANTA SERVICES INC Common Stock 74762E102   58,782,705 231,346 SH   SOLE 2 231,346 0 0
RB GLOBAL INC Common Stock 74935Q107   27,512,126 360,295 SH   SOLE 2 360,295 0 0
ROBINHOOD MARKETS INC - A Common Stock 770700102   19,982,801 879,912 SH   SOLE 2 879,912 0 0
ROSS STORES INC Common Stock 778296103   8,269,725 56,907 SH   SOLE 2 56,907 0 0
SHARKNINJA INC Common Stock G8068L108   26,594,608 353,887 SH   SOLE 2 353,887 0 0
SHIFT4 PAYMENTS INC-CLASS A Common Stock 82452J109   48,556,233 661,980 SH   SOLE 2 661,980 0 0
STAG INDUSTRIAL INC REIT 85254J102   49,985,867 1,386,186 SH   SOLE 2 1,386,186 0 0
STONERIDGE INC Common Stock 86183P102   3,425,446 214,627 SH   SOLE 1,2 112,316 0 102,311
SUPER MICRO COMPUTER INC Common Stock 86800U104   22,431,344 27,377 SH   SOLE 2 27,377 0 0
SUPERNUS PHARMACEUTICALS INC Common Stock 868459108   6,482,300 242,329 SH   SOLE 1,2 126,901 0 115,428
TAKE-TWO INTERACTIVE SOFTWRE Common Stock 874054109   29,423,061 189,228 SH   SOLE 2 189,228 0 0
TERADYNE INC Common Stock 880770102   25,691,242 173,250 SH   SOLE 2 173,250 0 0
TEXAS PACIFIC LAND CORP Common Stock 88262P102   8,139,382 11,085 SH   SOLE 2 11,085 0 0
TEXAS ROADHOUSE INC Common Stock 882681109   24,401,536 142,109 SH   SOLE 2 142,109 0 0
TEXTRON INC Common Stock 883203101   29,503,127 343,619 SH   SOLE 2 343,619 0 0
THOR INDUSTRIES INC Common Stock 885160101   18,788,589 201,055 SH   SOLE 1,2 138,729 0 31,163
TIMKEN CO Common Stock 887389104   8,345,218 104,146 SH   SOLE 2 104,146 0 0
TKO GROUP HOLDINGS INC Common Stock 87256C101   34,093,306 315,708 SH   SOLE 2 315,708 0 0
TRACTOR SUPPLY COMPANY Common Stock 892356106   8,966,970 33,211 SH   SOLE 2 33,211 0 0
U.S. PHYSICAL THERAPY INC Common Stock 90337L108   5,024,598 54,367 SH   SOLE 2 54,367 0 0
UDR INC REIT 902653104   13,202,730 320,844 SH   SOLE 1,2 294,899 0 25,945
UFP TECHNOLOGIES INC Common Stock 902673102   5,552,880 21,044 SH   SOLE 1,2 10,972 0 10,072
U-HAUL HOLDING CO-NON VOTING Common Stock 023586506   19,191,935 319,759 SH   SOLE 2 319,759 0 0
ULTA BEAUTY INC Common Stock 90384S303   23,879,179 61,884 SH   SOLE 2 61,884 0 0
ULTRA CLEAN HOLDINGS INC Common Stock 90385V107   6,805,120 138,880 SH   SOLE 1,2 72,729 0 66,151
UMH PROPERTIES INC REIT 903002103   3,653,027 228,457 SH   SOLE 1,2 119,608 0 108,849
UNITED RENTALS INC Common Stock 911363109   31,620,569 48,893 SH   SOLE 2 48,893 0 0
VAIL RESORTS INC Common Stock 91879Q109   12,697,904 70,493 SH   SOLE 2 70,493 0 0
VERICEL CORP Common Stock 92346J108   11,985,003 261,225 SH   SOLE 1,2 136,717 0 124,508
VERINT SYSTEMS INC Common Stock 92343X100   4,466,655 138,716 SH   SOLE 1,2 72,624 0 66,092
VERTIV HOLDINGS CO-A Common Stock 92537N108   20,866,746 241,039 SH   SOLE 2 241,039 0 0
VICOR CORP Common Stock 925815102   4,105,838 123,819 SH   SOLE 2 123,819 0 0
VIPER ENERGY INC Common Stock 927959106   68,825,366 1,833,876 SH   SOLE 2 1,833,876 0 0
VISTRA CORP Common Stock 92840M102   11,967,298 139,187 SH   SOLE 2 139,187 0 0
VULCAN MATERIALS CO Common Stock 929160109   19,986,660 80,371 SH   SOLE 2 80,371 0 0
WEC ENERGY GROUP INC Common Stock 92939U106   34,426,757 438,781 SH   SOLE 2 438,781 0 0
WESTLAKE CORP Common Stock 960413102   13,770,354 95,086 SH   SOLE 2 95,086 0 0
WHITE MOUNTAINS INSURANCE GP Common Stock G9618E107   27,210,861 14,972 SH   SOLE 2 14,972 0 0
WORKDAY INC-CLASS A Common Stock 98138H101   7,088,640 31,708 SH   SOLE 2 31,708 0 0
XPO INC Common Stock 983793100   12,117,340 114,153 SH   SOLE 2 114,153 0 0
XYLEM INC Common Stock 98419M100   28,479,587 209,980 SH   SOLE 2 209,980 0 0
ZIFF DAVIS INC Common Stock 48123V102   4,718,170 85,707 SH   SOLE 1,2 44,854 0 40,853