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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAON INC COM PAR $0.004 000360206 6,776 123,747 SH   SOLE   123,747 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 44,966 161,951 SH   SOLE   161,951 0 0
ACI WORLDWIDE INC COM 004498101 267 10,300 SH   SOLE   10,300 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 28,516 77,900 SH   SOLE   77,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,180 120,043 SH   SOLE   120,043 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,259 31,000 SH   SOLE   31,000 0 0
ALARM COM HLDGS INC COM 011642105 2,264 36,600 SH   SOLE   36,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,162 63,000 SH   SOLE   63,000 0 0
ALPHABET INC CAP STK CL A 02079K305 20,267 9,300 SH   SOLE   9,300 0 0
AMAZON COM INC COM 023135106 18,374 173,000 SH   SOLE   173,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 31,245 225,092 SH   SOLE   225,092 0 0
AMN HEALTHCARE SVCS INC COM 001744101 4,460 40,651 SH   SOLE   40,651 0 0
ANSYS INC COM 03662Q105 19,741 82,500 SH   SOLE   82,500 0 0
AON PLC SHS CL A G0403H108 25,808 95,700 SH   SOLE   95,700 0 0
APPLE INC COM 037833100 17,233 126,049 SH   SOLE   126,049 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,241 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 16,207 157,026 SH   SOLE   157,026 0 0
ARCH CAP GROUP LTD ORD G0450A105 29,286 643,800 SH   SOLE   643,800 0 0
ASGN INC COM 00191U102 1,435 15,900 SH   SOLE   15,900 0 0
BALCHEM CORP COM 057665200 3,931 30,300 SH   SOLE   30,300 0 0
BERKLEY W R CORP COM 084423102 44,611 653,544 SH   SOLE   653,544 0 0
BIO RAD LABS INC CL A 090572207 6,732 13,600 SH   SOLE   13,600 0 0
BK OF AMERICA CORP COM 060505104 15,409 495,000 SH   SOLE   495,000 0 0
BLACKSTONE INC COM 09260D107 8,849 97,000 SH   SOLE   97,000 0 0
BOOKING HOLDINGS INC COM 09857L108 8,397 4,801 SH   SOLE   4,801 0 0
BROADCOM INC COM 11135F101 3,895 8,017 SH   SOLE   8,017 0 0
CACI INTL INC CL A 127190304 1,493 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 55,396 369,230 SH   SOLE   369,230 0 0
CALAVO GROWERS INC COM 128246105 2,032 48,700 SH   SOLE   48,700 0 0
CARLISLE COS INC COM 142339100 4,629 19,400 SH   SOLE   19,400 0 0
CAVCO INDS INC DEL COM 149568107 4,077 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 23,221 291,500 SH   SOLE   291,500 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,637 17,000 SH   SOLE   17,000 0 0
CHEMED CORP NEW COM 16359R103 42,433 90,400 SH   SOLE   90,400 0 0
CHURCHILL DOWNS INC COM 171484108 28,425 148,408 SH   SOLE   148,408 0 0
CINTAS CORP COM 172908105 61,661 165,077 SH   SOLE   165,077 0 0
CITIGROUP INC COM NEW 172967424 4,139 90,000 SH   SOLE   90,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 4,091 87,000 SH   SOLE   87,000 0 0
CONCENTRIX CORP COM 20602D101 2,130 15,700 SH   SOLE   15,700 0 0
CONMED CORP COM 207410101 2,174 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,331 10,000 SH   SOLE   10,000 0 0
COOPER COS INC COM NEW 216648402 6,920 22,100 SH   SOLE   22,100 0 0
COPART INC COM 217204106 6,139 56,500 SH   SOLE   56,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 31,297 65,300 SH   SOLE   65,300 0 0
CROCS INC COM 227046109 3,490 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,091 48,000 SH   SOLE   48,000 0 0
DANAHER CORPORATION COM 235851102 60,956 240,437 SH   SOLE   240,437 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,705 335,000 SH   SOLE   335,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,164 130,000 SH   SOLE   130,000 0 0
DEXCOM INC COM 252131107 8,347 112,000 SH   SOLE   112,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 20,838 172,000 SH   SOLE   172,000 0 0
DISNEY WALT CO COM 254687106 6,702 71,000 SH   SOLE   71,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 3,734 320,000 SH   SOLE   320,000 0 0
DYCOM INDS INC COM 267475101 1,489 16,000 SH   SOLE   16,000 0 0
ECOLAB INC COM 278865100 18,420 119,800 SH   SOLE   119,800 0 0
ENERSYS COM 29275Y102 3,426 58,100 SH   SOLE   58,100 0 0
ENPRO INDS INC COM 29355X107 2,163 26,400 SH   SOLE   26,400 0 0
ENSIGN GROUP INC COM 29358P101 5,238 71,300 SH   SOLE   71,300 0 0
EPAM SYS INC COM 29414B104 13,354 45,300 SH   SOLE   45,300 0 0
EPLUS INC COM 294268107 9,912 186,600 SH   SOLE   186,600 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 25,228 358,000 SH   SOLE   358,000 0 0
EVERBRIDGE INC COM 29978A104 1,526 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 11,226 285,000 SH   SOLE   285,000 0 0
EXELIXIS INC COM 30161Q104 19,154 920,000 SH   SOLE   920,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 12,700 86,200 SH   SOLE   86,200 0 0
EXPONENT INC COM 30214U102 30,606 334,600 SH   SOLE   334,600 0 0
FABRINET SHS G3323L100 2,125 26,200 SH   SOLE   26,200 0 0
FAIR ISAAC CORP COM 303250104 36,684 91,504 SH   SOLE   91,504 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 14,794 161,387 SH   SOLE   161,387 0 0
FIRST FINL BANKSHARES INC COM 32020R109 8,109 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 31,462 353,629 SH   SOLE   353,629 0 0
FIVE9 INC COM 338307101 7,647 83,900 SH   SOLE   83,900 0 0
FTI CONSULTING INC COM 302941109 6,547 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 22,128 91,502 SH   SOLE   91,502 0 0
GATX CORP COM 361448103 1,083 11,500 SH   SOLE   11,500 0 0
GENERAC HLDGS INC COM 368736104 4,422 21,000 SH   SOLE   21,000 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 12,141 380,000 SH   SOLE   380,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 10,693 36,000 SH   SOLE   36,000 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 3,461 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 8,337 63,583 SH   SOLE   63,583 0 0
HELEN OF TROY LTD COM G4388N106 3,735 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 12,009 66,708 SH   SOLE   66,708 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,009 27,000 SH   SOLE   27,000 0 0
HOME DEPOT INC COM 437076102 3,017 11,000 SH   SOLE   11,000 0 0
ICU MED INC COM 44930G107 3,502 21,300 SH   SOLE   21,300 0 0
IDEXX LABS INC COM 45168D104 21,465 61,200 SH   SOLE   61,200 0 0
INSPERITY INC COM 45778Q107 2,116 21,200 SH   SOLE   21,200 0 0
INSULET CORP COM 45784P101 2,615 12,000 SH   SOLE   12,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4,236 77,000 SH   SOLE   77,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 5,455 395,000 SH   SOLE   395,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 37,043 393,902 SH   SOLE   393,902 0 0
INTUIT COM 461202103 49,038 127,226 SH   SOLE   127,226 0 0
IQVIA HLDGS INC COM 46266C105 5,837 26,900 SH   SOLE   26,900 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 2,193 20,300 SH   SOLE   20,300 0 0
ITRON INC COM 465741106 2,526 51,100 SH   SOLE   51,100 0 0
J & J SNACK FOODS CORP COM 466032109 18,114 129,700 SH   SOLE   129,700 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,048 27,600 SH   SOLE   27,600 0 0
JPMORGAN CHASE & CO COM 46625H100 9,234 82,000 SH   SOLE   82,000 0 0
KADANT INC COM 48282T104 2,462 13,500 SH   SOLE   13,500 0 0
LANCASTER COLONY CORP COM 513847103 721 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 4,918 33,820 SH   SOLE   33,820 0 0
LAUDER ESTEE COS INC CL A 518439104 4,329 17,000 SH   SOLE   17,000 0 0
LCI INDS COM 50189K103 2,685 24,000 SH   SOLE   24,000 0 0
LENDINGTREE INC NEW COM 52603B107 232 5,300 SH   SOLE   5,300 0 0
LENNOX INTL INC COM 526107107 20,205 97,800 SH   SOLE   97,800 0 0
LITTELFUSE INC COM 537008104 2,337 9,200 SH   SOLE   9,200 0 0
LIVEPERSON INC COM 538146101 666 47,100 SH   SOLE   47,100 0 0
LULULEMON ATHLETICA INC COM 550021109 6,815 25,000 SH   SOLE   25,000 0 0
LYFT INC CL A COM 55087P104 4,382 330,000 SH   SOLE   330,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 6,645 42,800 SH   SOLE   42,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,745 49,909 SH   SOLE   49,909 0 0
MATCH GROUP INC NEW COM 57667L107 10,454 150,000 SH   SOLE   150,000 0 0
MAXIMUS INC COM 577933104 2,244 35,900 SH   SOLE   35,900 0 0
MEDIFAST INC COM 58470H101 1,230 6,813 SH   SOLE   6,813 0 0
MEDPACE HLDGS INC COM 58506Q109 2,380 15,900 SH   SOLE   15,900 0 0
MERCURY SYS INC COM 589378108 3,236 50,300 SH   SOLE   50,300 0 0
META PLATFORMS INC CL A 30303M102 19,675 122,016 SH   SOLE   122,016 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 16,659 14,502 SH   SOLE   14,502 0 0
MICRON TECHNOLOGY INC COM 595112103 9,565 173,021 SH   SOLE   173,021 0 0
MICROSOFT CORP COM 594918104 16,187 63,027 SH   SOLE   63,027 0 0
MONOLITHIC PWR SYS INC COM 609839105 8,283 21,569 SH   SOLE   21,569 0 0
MONRO INC COM 610236101 3,855 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 7,147 34,100 SH   SOLE   34,100 0 0
NEOGEN CORP COM 640491106 5,311 220,462 SH   SOLE   220,462 0 0
NETFLIX INC COM 64110L106 5,598 32,015 SH   SOLE   32,015 0 0
NEXTERA ENERGY INC COM 65339F101 19,661 253,819 SH   SOLE   253,819 0 0
NIKE INC CL B 654106103 4,092 40,039 SH   SOLE   40,039 0 0
NVIDIA CORPORATION COM 67066G104 10,769 71,041 SH   SOLE   71,041 0 0
OKTA INC CL A 679295105 8,678 96,000 SH   SOLE   96,000 0 0
OMNICELL COM COM 68213N109 6,393 56,200 SH   SOLE   56,200 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,754 13,400 SH   SOLE   13,400 0 0
PAYPAL HLDGS INC COM 70450Y103 12,012 172,000 SH   SOLE   172,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 4,223 460,000 SH   SOLE   460,000 0 0
PIONEER NAT RES CO COM 723787107 15,842 71,015 SH   SOLE   71,015 0 0
PLANET FITNESS INC CL A 72703H101 2,904 42,700 SH   SOLE   42,700 0 0
POOL CORP COM 73278L105 31,049 88,400 SH   SOLE   88,400 0 0
PRIMERICA INC COM 74164M108 2,178 18,200 SH   SOLE   18,200 0 0
QUAKER HOUGHTON COM 747316107 3,992 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 20,186 158,028 SH   SOLE   158,028 0 0
QUALYS INC COM 74758T303 2,737 21,700 SH   SOLE   21,700 0 0
RAPID7 INC COM 753422104 3,434 51,400 SH   SOLE   51,400 0 0
RBC BEARINGS INC COM 75524B104 9,710 52,500 SH   SOLE   52,500 0 0
REGAL REXNORD CORPORATION COM 758750103 1,040 9,161 SH   SOLE   9,161 0 0
REPUBLIC SVCS INC COM 760759100 35,914 274,427 SH   SOLE   274,427 0 0
RINGCENTRAL INC CL A 76680R206 1,829 35,004 SH   SOLE   35,004 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 2,574 100,000 SH   SOLE   100,000 0 0
RLI CORP COM 749607107 20,403 175,000 SH   SOLE   175,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 5,425 660,000 SH   SOLE   660,000 0 0
ROKU INC COM CL A 77543R102 7,475 91,000 SH   SOLE   91,000 0 0
ROLLINS INC COM 775711104 8,068 231,049 SH   SOLE   231,049 0 0
ROPER TECHNOLOGIES INC COM 776696106 42,452 107,569 SH   SOLE   107,569 0 0
RUSH ENTERPRISES INC CL A 781846209 1,658 34,400 SH   SOLE   34,400 0 0
S&P GLOBAL INC COM 78409V104 54,770 162,492 SH   SOLE   162,492 0 0
SALESFORCE INC COM 79466L302 40,666 246,400 SH   SOLE   246,400 0 0
SELECTIVE INS GROUP INC COM 816300107 2,373 27,300 SH   SOLE   27,300 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 548 6,800 SH   SOLE   6,800 0 0
SERVICENOW INC COM 81762P102 43,303 91,065 SH   SOLE   91,065 0 0
SHOPIFY INC CL A 82509L107 3,155 101,000 SH   SOLE   101,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 668 12,500 SH   SOLE   12,500 0 0
SILGAN HOLDINGS INC COM 827048109 7,137 172,600 SH   SOLE   172,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,961 16,500 SH   SOLE   16,500 0 0
SNAP INC CL A 83304A106 5,515 420,000 SH   SOLE   420,000 0 0
SPLUNK INC COM 848637104 7,077 80,000 SH   SOLE   80,000 0 0
SPS COMM INC COM 78463M107 11,814 104,500 SH   SOLE   104,500 0 0
STARBUCKS CORP COM 855244109 3,060 40,051 SH   SOLE   40,051 0 0
STIFEL FINL CORP COM 860630102 5,850 104,422 SH   SOLE   104,422 0 0
STRYKER CORPORATION COM 863667101 6,440 32,371 SH   SOLE   32,371 0 0
SYNOPSYS INC COM 871607107 24,485 80,623 SH   SOLE   80,623 0 0
TARGET CORP COM 87612E106 3,107 22,000 SH   SOLE   22,000 0 0
TD SYNNEX CORPORATION COM 87162W100 1,950 21,400 SH   SOLE   21,400 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 62,345 166,205 SH   SOLE   166,205 0 0
TESLA INC COM 88160R101 11,387 16,909 SH   SOLE   16,909 0 0
TEXAS ROADHOUSE INC COM 882681109 2,533 34,600 SH   SOLE   34,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 55,958 103,000 SH   SOLE   103,000 0 0
TJX COS INC NEW COM 872540109 18,983 339,894 SH   SOLE   339,894 0 0
TOPBUILD CORP COM 89055F103 4,079 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 2,850 37,600 SH   SOLE   37,600 0 0
TRANSDIGM GROUP INC COM 893641100 47,871 89,200 SH   SOLE   89,200 0 0
TREX CO INC COM 89531P105 3,483 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 4,168 53,700 SH   SOLE   53,700 0 0
TWILIO INC CL A 90138F102 7,375 88,000 SH   SOLE   88,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 32,596 98,039 SH   SOLE   98,039 0 0
U S PHYSICAL THERAPY COM 90337L108 8,496 77,800 SH   SOLE   77,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 12,688 620,120 SH   SOLE   620,120 0 0
ULTA BEAUTY INC COM 90384S303 8,096 21,002 SH   SOLE   21,002 0 0
UNIFIRST CORP MASS COM 904708104 2,789 16,200 SH   SOLE   16,200 0 0
UNION PAC CORP COM 907818108 34,999 164,100 SH   SOLE   164,100 0 0
VAIL RESORTS INC COM 91879Q109 2,181 10,000 SH   SOLE   10,000 0 0
VERISK ANALYTICS INC COM 92345Y106 7,893 45,600 SH   SOLE   45,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 15,219 54,008 SH   SOLE   54,008 0 0
VISA INC COM CL A 92826C839 17,920 91,014 SH   SOLE   91,014 0 0
VISTEON CORP COM NEW 92839U206 1,709 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 3,748 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 16,050 129,478 SH   SOLE   129,478 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,529 53,147 SH   SOLE   53,147 0 0
WINGSTOP INC COM 974155103 1,631 21,817 SH   SOLE   21,817 0 0
WOODWARD INC COM 980745103 8,602 93,000 SH   SOLE   93,000 0 0
WORKDAY INC CL A 98138H101 5,304 38,000 SH   SOLE   38,000 0 0
WORKIVA INC COM CL A 98139A105 5,042 76,400 SH   SOLE   76,400 0 0
ZIFF DAVIS INC COM 48123V102 2,929 39,300 SH   SOLE   39,300 0 0
ZOETIS INC CL A 98978V103 4,469 26,000 SH   SOLE   26,000 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 1,117 41,000 SH   SOLE   41,000 0 0