Fieldview Capital Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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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
ABERCROMBIE & FITCH CO	CL A	002896207	3,635,708	24,324	SH		SOLE		24,324	0	0
ACUSHNET HLDGS CORP	COM	005098108	219,993	3,095	SH		SOLE		3,095	0	0
ADT INC DEL	COM	00090Q103	1,074,671	155,524	SH		SOLE		155,524	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	1,430,758	11,845	SH		SOLE		11,845	0	0
AGNC INVT CORP	COM	00123Q104	1,000,086	108,587	SH		SOLE		108,587	0	0
AGREE RLTY CORP	COM	008492100	466,449	6,621	SH		SOLE		6,621	0	0
AIR PRODS & CHEMS INC	COM	009158106	600,093	2,069	SH		SOLE		2,069	0	0
ALARM COM HLDGS INC	COM	011642105	1,486,317	24,446	SH		SOLE		24,446	0	0
ALKERMES PLC	SHS	G01767105	285,874	9,940	SH		SOLE		9,940	0	0
ALLEGION PLC	ORD SHS	G0176J109	2,841,898	21,747	SH		SOLE		21,747	0	0
ALTRIA GROUP INC	COM	02209S103	479,342	9,167	SH		SOLE		9,167	0	0
AMAZON COM INC	COM	023135106	365,723	1,667	SH		SOLE		1,667	0	0
AMCOR PLC	ORD	G0250X107	150,249	15,967	SH		SOLE		15,967	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	6,205,707	356,036	SH		SOLE		356,036	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	4,320,607	59,349	SH		SOLE		59,349	0	0
AMGEN INC	COM	031162100	6,660,655	25,555	SH		SOLE		25,555	0	0
AMPHENOL CORP NEW	CL A	032095101	724,433	10,431	SH		SOLE		10,431	0	0
ANNALY CAPITAL MANAGEMENT IN	COM NEW	035710839	1,036,109	56,618	SH		SOLE		56,618	0	0
ANTERO RESOURCES CORP	COM	03674X106	3,704,470	105,691	SH		SOLE		105,691	0	0
APELLIS PHARMACEUTICALS INC	COM	03753U106	1,959,434	61,405	SH		SOLE		61,405	0	0
API GROUP CORP	COM STK	00187Y100	1,776,810	49,397	SH		SOLE		49,397	0	0
APPFOLIO INC	COM CL A	03783C100	2,773,873	11,243	SH		SOLE		11,243	0	0
APPLIED MATLS INC	COM	038222105	4,058,269	24,954	SH		SOLE		24,954	0	0
APTARGROUP INC	COM	038336103	598,551	3,810	SH		SOLE		3,810	0	0
ARAMARK	COM	03852U106	222,256	5,957	SH		SOLE		5,957	0	0
ARCBEST CORP	COM	03937C105	283,879	3,042	SH		SOLE		3,042	0	0
ARCELLX INC	COMMON STOCK	03940C100	555,006	7,237	SH		SOLE		7,237	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	445,788	8,824	SH		SOLE		8,824	0	0
ARES MANAGEMENT CORPORATION	CL A COM STK	03990B101	1,026,597	5,799	SH		SOLE		5,799	0	0
ASBURY AUTOMOTIVE GROUP INC	COM	043436104	704,544	2,899	SH		SOLE		2,899	0	0
ASGN INC	COM	00191U102	330,776	3,969	SH		SOLE		3,969	0	0
ASSURANT INC	COM	04621X108	432,837	2,030	SH		SOLE		2,030	0	0
ASSURED GUARANTY LTD	COM	G0585R106	544,831	6,053	SH		SOLE		6,053	0	0
ATI INC	COM	01741R102	1,354,755	24,614	SH		SOLE		24,614	0	0
AUTOLIV INC	COM	052800109	2,683,051	28,607	SH		SOLE		28,607	0	0
AUTONATION INC	COM	05329W102	1,258,175	7,408	SH		SOLE		7,408	0	0
AXALTA COATING SYS LTD	COM	G0750C108	1,539,421	44,986	SH		SOLE		44,986	0	0
AXCELIS TECHNOLOGIES INC	COM NEW	054540208	398,538	5,704	SH		SOLE		5,704	0	0
AXOS FINANCIAL INC	COM	05465C100	1,806,740	25,866	SH		SOLE		25,866	0	0
BALL CORP	COM	058498106	306,357	5,557	SH		SOLE		5,557	0	0
BANK AMERICA CORP	COM	060505104	2,893,492	65,836	SH		SOLE		65,836	0	0
BELDEN INC	COM	077454106	219,590	1,950	SH		SOLE		1,950	0	0
BENTLEY SYS INC	COM CL B	08265T208	1,163,857	24,922	SH		SOLE		24,922	0	0
BERKLEY W R CORP	COM	084423102	3,330,841	56,918	SH		SOLE		56,918	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	241,598	533	SH		SOLE		533	0	0
BEST BUY INC	COM	086516101	322,608	3,760	SH		SOLE		3,760	0	0
BIOHAVEN LTD	COM	G1110E107	691,349	18,510	SH		SOLE		18,510	0	0
BJS WHSL CLUB HLDGS INC	COM	05550J101	1,239,106	13,868	SH		SOLE		13,868	0	0
BLACKSTONE INC	COM	09260D107	2,250,943	13,055	SH		SOLE		13,055	0	0
BLOCK INC	CL A	852234103	3,067,374	36,091	SH		SOLE		36,091	0	0
BLUE OWL CAPITAL CORPORATION	COM	69121K104	920,974	60,911	SH		SOLE		60,911	0	0
BLUEPRINT MEDICINES CORP	COM	09627Y109	3,409,343	39,089	SH		SOLE		39,089	0	0
BOISE CASCADE CO DEL	COM	09739D100	516,566	4,346	SH		SOLE		4,346	0	0
BOOKING HOLDINGS INC	COM	09857L108	953,937	192	SH		SOLE		192	0	0
BORGWARNER INC	COM	099724106	410,314	12,907	SH		SOLE		12,907	0	0
BOSTON BEER INC	CL A	100557107	1,230,218	4,101	SH		SOLE		4,101	0	0
BOX INC	CL A	10316T104	3,068,202	97,095	SH		SOLE		97,095	0	0
BOYD GAMING CORP	COM	103304101	860,760	11,866	SH		SOLE		11,866	0	0
BRAZE INC	COM CL A	10576N102	1,295,307	30,929	SH		SOLE		30,929	0	0
BRINKER INTL INC	COM	109641100	734,210	5,550	SH		SOLE		5,550	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	1,326,049	23,445	SH		SOLE		23,445	0	0
BROADCOM INC	COM	11135F101	831,842	3,588	SH		SOLE		3,588	0	0
BUILDERS FIRSTSOURCE INC	COM	12008R107	1,078,836	7,548	SH		SOLE		7,548	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	419,583	4,061	SH		SOLE		4,061	0	0
CABOT CORP	COM	127055101	995,736	10,905	SH		SOLE		10,905	0	0
CACTUS INC	CL A	127203107	1,549,341	26,548	SH		SOLE		26,548	0	0
CALIFORNIA RES CORP	COM STOCK	13057Q305	1,594,683	30,732	SH		SOLE		30,732	0	0
CAPITAL ONE FINL CORP	COM	14040H105	946,523	5,308	SH		SOLE		5,308	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	1,391,434	66,070	SH		SOLE		66,070	0	0
CARLISLE COS INC	COM	142339100	279,581	758	SH		SOLE		758	0	0
CARLYLE GROUP INC	COM	14316J108	319,147	6,321	SH		SOLE		6,321	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	5,523,258	80,915	SH		SOLE		80,915	0	0
CATERPILLAR INC	COM	149123101	2,898,452	7,990	SH		SOLE		7,990	0	0
CELSIUS HLDGS INC	COM NEW	15118V207	704,358	26,741	SH		SOLE		26,741	0	0
CENTURY CMNTYS INC	COM	156504300	352,128	4,800	SH		SOLE		4,800	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	1,281,485	5,964	SH		SOLE		5,964	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	234,266	3,885	SH		SOLE		3,885	0	0
CHOICE HOTELS INTL INC	COM	169905106	341,036	2,402	SH		SOLE		2,402	0	0
CIENA CORP	COM NEW	171779309	1,442,109	17,004	SH		SOLE		17,004	0	0
CINTAS CORP	COM	172908105	1,697,100	9,289	SH		SOLE		9,289	0	0
CIRRUS LOGIC INC	COM	172755100	218,479	2,194	SH		SOLE		2,194	0	0
CIVITAS RESOURCES INC	COM NEW	17888H103	1,084,275	23,638	SH		SOLE		23,638	0	0
CLOUDFLARE INC	CL A COM	18915M107	4,144,819	38,492	SH		SOLE		38,492	0	0
CNX RES CORP	COM	12653C108	1,648,096	44,944	SH		SOLE		44,944	0	0
COCA-COLA EUROPACIFIC PARTNE	SHS	G25839104	315,228	4,104	SH		SOLE		4,104	0	0
COEUR MNG INC	COM NEW	192108504	495,386	86,606	SH		SOLE		86,606	0	0
COHERENT CORP	COM	19247G107	476,681	5,032	SH		SOLE		5,032	0	0
COINBASE GLOBAL INC	COM CL A	19260Q107	346,627	1,396	SH		SOLE		1,396	0	0
COLGATE PALMOLIVE CO	COM	194162103	666,188	7,328	SH		SOLE		7,328	0	0
COMPASS INC	CL A	20464U100	258,822	44,243	SH		SOLE		44,243	0	0
CONFLUENT INC	CLASS A COM	20717M103	4,797,377	171,580	SH		SOLE		171,580	0	0
CONSOLIDATED EDISON INC	COM	209115104	920,497	10,316	SH		SOLE		10,316	0	0
CONSTRUCTION PARTNERS INC	COM CL A	21044C107	795,786	8,996	SH		SOLE		8,996	0	0
COOPER COS INC	COM	216648501	433,082	4,711	SH		SOLE		4,711	0	0
COPART INC	COM	217204106	4,478,716	78,040	SH		SOLE		78,040	0	0
COREBRIDGE FINL INC	COM	21871X109	935,791	31,266	SH		SOLE		31,266	0	0
CORTEVA INC	COM	22052L104	2,261,597	39,705	SH		SOLE		39,705	0	0
COSTCO WHSL CORP NEW	COM	22160K105	8,708,230	9,504	SH		SOLE		9,504	0	0
COTY INC	COM CL A	222070203	402,044	57,765	SH		SOLE		57,765	0	0
COUSINS PPTYS INC	COM NEW	222795502	560,865	18,305	SH		SOLE		18,305	0	0
CREDICORP LTD	COM	G2519Y108	222,367	1,213	SH		SOLE		1,213	0	0
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	G25457105	759,137	11,295	SH		SOLE		11,295	0	0
CRISPR THERAPEUTICS AG	NAMEN AKT	H17182108	269,892	6,857	SH		SOLE		6,857	0	0
CULLEN FROST BANKERS INC	COM	229899109	227,688	1,696	SH		SOLE		1,696	0	0
CYBERARK SOFTWARE LTD	SHS	M2682V108	2,241,100	6,727	SH		SOLE		6,727	0	0
D R HORTON INC	COM	23331A109	1,656,308	11,846	SH		SOLE		11,846	0	0
DARLING INGREDIENTS INC	COM	237266101	1,004,669	29,821	SH		SOLE		29,821	0	0
DATADOG INC	CL A COM	23804L103	421,668	2,951	SH		SOLE		2,951	0	0
DAYFORCE INC	COM	15677J108	254,313	3,501	SH		SOLE		3,501	0	0
DECKERS OUTDOOR CORP	COM	243537107	973,410	4,793	SH		SOLE		4,793	0	0
DEVON ENERGY CORP NEW	COM	25179M103	1,455,143	44,459	SH		SOLE		44,459	0	0
DIGITAL RLTY TR INC	COM	253868103	459,994	2,594	SH		SOLE		2,594	0	0
DOLLAR TREE INC	COM	256746108	1,440,422	19,221	SH		SOLE		19,221	0	0
DOORDASH INC	CL A	25809K105	669,155	3,989	SH		SOLE		3,989	0	0
DOUBLEVERIFY HLDGS INC	COM	25862V105	756,451	39,378	SH		SOLE		39,378	0	0
DOUGLAS EMMETT INC	COM	25960P109	455,741	24,555	SH		SOLE		24,555	0	0
DOW INC	COM	260557103	201,974	5,033	SH		SOLE		5,033	0	0
DRAFTKINGS INC NEW	COM CL A	26142V105	3,757,944	101,020	SH		SOLE		101,020	0	0
DROPBOX INC	CL A	26210C104	5,347,120	178,000	SH		SOLE		178,000	0	0
DUPONT DE NEMOURS INC	COM	26614N102	1,801,864	23,631	SH		SOLE		23,631	0	0
DUTCH BROS INC	CL A	26701L100	486,872	9,295	SH		SOLE		9,295	0	0
DXC TECHNOLOGY CO	COM	23355L106	2,176,361	108,927	SH		SOLE		108,927	0	0
E L F BEAUTY INC	COM	26856L103	336,851	2,683	SH		SOLE		2,683	0	0
EATON CORP PLC	SHS	G29183103	888,748	2,678	SH		SOLE		2,678	0	0
ELANCO ANIMAL HEALTH INC	COM	28414H103	129,117	10,662	SH		SOLE		10,662	0	0
ELASTIC N V	ORD SHS	N14506104	4,891,381	49,368	SH		SOLE		49,368	0	0
ENCOMPASS HEALTH CORP	COM	29261A100	4,406,111	47,711	SH		SOLE		47,711	0	0
ENERSYS	COM	29275Y102	372,770	4,033	SH		SOLE		4,033	0	0
ENSIGN GROUP INC	COM	29358P101	1,975,362	14,868	SH		SOLE		14,868	0	0
ENTEGRIS INC	COM	29362U104	510,654	5,155	SH		SOLE		5,155	0	0
EOG RES INC	COM	26875P101	1,924,383	15,699	SH		SOLE		15,699	0	0
EPAM SYS INC	COM	29414B104	6,213,533	26,574	SH		SOLE		26,574	0	0
EQT CORP	COM	26884L109	1,119,966	24,289	SH		SOLE		24,289	0	0
ERIE INDTY CO	CL A	29530P102	2,148,543	5,212	SH		SOLE		5,212	0	0
ESSENTIAL UTILS INC	COM	29670G102	389,605	10,727	SH		SOLE		10,727	0	0
EVEREST GROUP LTD	COM	G3223R108	604,583	1,668	SH		SOLE		1,668	0	0
EXACT SCIENCES CORP	COM	30063P105	219,478	3,906	SH		SOLE		3,906	0	0
EXPAND ENERGY CORPORATION	COM	165167735	2,648,130	26,601	SH		SOLE		26,601	0	0
EXXON MOBIL CORP	COM	30231G102	333,575	3,101	SH		SOLE		3,101	0	0
F5 INC	COM	315616102	6,996,147	27,821	SH		SOLE		27,821	0	0
FABRINET	SHS	G3323L100	987,701	4,492	SH		SOLE		4,492	0	0
FAIR ISAAC CORP	COM	303250104	605,243	304	SH		SOLE		304	0	0
FASTENAL CO	COM	311900104	980,637	13,637	SH		SOLE		13,637	0	0
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	313745101	812,757	7,260	SH		SOLE		7,260	0	0
FEDERAL SIGNAL CORP	COM	313855108	701,610	7,594	SH		SOLE		7,594	0	0
FEDERATED HERMES INC	CL B	314211103	2,196,548	53,431	SH		SOLE		53,431	0	0
FIFTH THIRD BANCORP	COM	316773100	7,671,114	181,436	SH		SOLE		181,436	0	0
FIRST ADVANTAGE CORP NEW	COM	31846B108	217,137	11,593	SH		SOLE		11,593	0	0
FIRST BANCORP P R	COM NEW	318672706	1,394,733	75,026	SH		SOLE		75,026	0	0
FIVE BELOW INC	COM	33829M101	2,034,755	19,386	SH		SOLE		19,386	0	0
FLAGSTAR FINANCIAL INC	COM NEW	649445400	839,467	89,975	SH		SOLE		89,975	0	0
FLOOR & DECOR HLDGS INC	CL A	339750101	466,795	4,682	SH		SOLE		4,682	0	0
FOX CORP	CL A COM	35137L105	2,022,677	41,636	SH		SOLE		41,636	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	667,771	17,536	SH		SOLE		17,536	0	0
FRESHWORKS INC	CLASS A COM	358054104	594,134	36,743	SH		SOLE		36,743	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	1,196,144	4,214	SH		SOLE		4,214	0	0
GAP INC	COM	364760108	3,107,345	131,500	SH		SOLE		131,500	0	0
GARMIN LTD	SHS	H2906T109	5,843,140	28,329	SH		SOLE		28,329	0	0
GARTNER INC	COM	366651107	1,188,405	2,453	SH		SOLE		2,453	0	0
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	36266G107	344,539	4,407	SH		SOLE		4,407	0	0
GENERAC HLDGS INC	COM	368736104	1,069,070	6,895	SH		SOLE		6,895	0	0
GENERAL MLS INC	COM	370334104	596,568	9,355	SH		SOLE		9,355	0	0
GENPACT LIMITED	SHS	G3922B107	1,978,964	46,076	SH		SOLE		46,076	0	0
GENTEX CORP	COM	371901109	383,517	13,349	SH		SOLE		13,349	0	0
GILEAD SCIENCES INC	COM	375558103	268,981	2,912	SH		SOLE		2,912	0	0
GLOBAL E ONLINE LTD	SHS	M5216V106	2,652,775	48,648	SH		SOLE		48,648	0	0
GLOBALFOUNDRIES INC	ORDINARY SHARES	G39387108	1,884,307	43,913	SH		SOLE		43,913	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	200,577	7,385	SH		SOLE		7,385	0	0
GRIFFON CORP	COM	398433102	533,242	7,482	SH		SOLE		7,482	0	0
HASBRO INC	COM	418056107	6,630,814	118,598	SH		SOLE		118,598	0	0
HECLA MNG CO	COM	422704106	322,513	65,685	SH		SOLE		65,685	0	0
HEICO CORP NEW	COM	422806109	5,033,194	21,171	SH		SOLE		21,171	0	0
HELMERICH & PAYNE INC	COM	423452101	2,550,393	79,650	SH		SOLE		79,650	0	0
HESS MIDSTREAM LP	CL A SHS	428103105	705,459	19,051	SH		SOLE		19,051	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	1,513,203	70,876	SH		SOLE		70,876	0	0
HIGHWOODS PPTYS INC	COM	431284108	370,049	12,101	SH		SOLE		12,101	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	1,601,079	41,106	SH		SOLE		41,106	0	0
HOME BANCSHARES INC	COM	436893200	1,108,624	39,174	SH		SOLE		39,174	0	0
HONEYWELL INTL INC	COM	438516106	413,153	1,829	SH		SOLE		1,829	0	0
HUBBELL INC	COM	443510607	772,433	1,844	SH		SOLE		1,844	0	0
HUBSPOT INC	COM	443573100	3,354,251	4,814	SH		SOLE		4,814	0	0
HUNTINGTON BANCSHARES INC	COM	446150104	283,830	17,445	SH		SOLE		17,445	0	0
ILLINOIS TOOL WKS INC	COM	452308109	532,222	2,099	SH		SOLE		2,099	0	0
IMPINJ INC	COM	453204109	919,641	6,331	SH		SOLE		6,331	0	0
INGERSOLL RAND INC	COM	45687V106	879,271	9,720	SH		SOLE		9,720	0	0
INGREDION INC	COM	457187102	1,470,241	10,688	SH		SOLE		10,688	0	0
INNOSPEC INC	COM	45768S105	236,519	2,149	SH		SOLE		2,149	0	0
INTAPP INC	COM	45827U109	1,797,468	28,046	SH		SOLE		28,046	0	0
INTERCONTINENTAL EXCHANGE IN	COM	45866F104	782,750	5,253	SH		SOLE		5,253	0	0
INTERDIGITAL INC	COM	45867G101	646,637	3,338	SH		SOLE		3,338	0	0
INTERNATIONAL BANCSHARES COR	COM	459044103	304,873	4,827	SH		SOLE		4,827	0	0
INTERPARFUMS INC	COM	458334109	1,076,804	8,188	SH		SOLE		8,188	0	0
INTERPUBLIC GROUP COS INC	COM	460690100	610,612	21,792	SH		SOLE		21,792	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	1,792,819	51,282	SH		SOLE		51,282	0	0
IOVANCE BIOTHERAPEUTICS INC	COM	462260100	550,745	74,425	SH		SOLE		74,425	0	0
IRIDIUM COMMUNICATIONS INC	COM	46269C102	483,850	16,673	SH		SOLE		16,673	0	0
ITRON INC	COM	465741106	5,082,847	46,812	SH		SOLE		46,812	0	0
JANUS HENDERSON GROUP PLC	ORD SHS	G4474Y214	2,868,563	67,448	SH		SOLE		67,448	0	0
JAZZ PHARMACEUTICALS PLC	SHS USD	G50871105	3,799,424	30,852	SH		SOLE		30,852	0	0
JOBY AVIATION INC	COMMON STOCK	G65163100	281,729	34,653	SH		SOLE		34,653	0	0
JOHNSON & JOHNSON	COM	478160104	323,660	2,238	SH		SOLE		2,238	0	0
JONES LANG LASALLE INC	COM	48020Q107	429,832	1,698	SH		SOLE		1,698	0	0
JPMORGAN CHASE & CO.	COM	46625H100	349,018	1,456	SH		SOLE		1,456	0	0
KEMPER CORP	COM	488401100	1,131,141	17,025	SH		SOLE		17,025	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	2,140,395	13,325	SH		SOLE		13,325	0	0
KINDER MORGAN INC DEL	COM	49456B101	835,618	30,497	SH		SOLE		30,497	0	0
KLA CORP	COM NEW	482480100	2,527,411	4,011	SH		SOLE		4,011	0	0
KONTOOR BRANDS INC	COM	50050N103	2,708,864	31,716	SH		SOLE		31,716	0	0
KRAFT HEINZ CO	COM	500754106	6,545,038	213,124	SH		SOLE		213,124	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	207,757	988	SH		SOLE		988	0	0
LAM RESEARCH CORP	COM NEW	512807306	1,350,195	18,693	SH		SOLE		18,693	0	0
LANTHEUS HLDGS INC	COM	516544103	1,040,867	11,635	SH		SOLE		11,635	0	0
LCI INDS	COM	50189K103	900,010	8,705	SH		SOLE		8,705	0	0
LEVI STRAUSS & CO NEW	CL A COM STK	52736R102	465,854	26,928	SH		SOLE		26,928	0	0
LINDE PLC	SHS	G54950103	2,828,953	6,757	SH		SOLE		6,757	0	0
LITHIA MTRS INC	COM	536797103	2,020,909	5,654	SH		SOLE		5,654	0	0
LIVANOVA PLC	SHS	G5509L101	397,016	8,573	SH		SOLE		8,573	0	0
LPL FINL HLDGS INC	COM	50212V100	1,153,233	3,532	SH		SOLE		3,532	0	0
LUCID GROUP INC	COM	549498103	1,214,979	402,311	SH		SOLE		402,311	0	0
LUMEN TECHNOLOGIES INC	COM	550241103	370,224	69,722	SH		SOLE		69,722	0	0
LXP INDUSTRIAL TRUST	COM	529043101	473,932	58,366	SH		SOLE		58,366	0	0
LYFT INC	CL A COM	55087P104	340,005	26,357	SH		SOLE		26,357	0	0
M & T BK CORP	COM	55261F104	736,247	3,916	SH		SOLE		3,916	0	0
M/I HOMES INC	COM	55305B101	359,364	2,703	SH		SOLE		2,703	0	0
MAGNOLIA OIL & GAS CORP	CL A	559663109	1,614,085	69,037	SH		SOLE		69,037	0	0
MARKETAXESS HLDGS INC	COM	57060D108	214,738	950	SH		SOLE		950	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	1,312,943	2,542	SH		SOLE		2,542	0	0
MASCO CORP	COM	574599106	1,951,480	26,891	SH		SOLE		26,891	0	0
MATADOR RES CO	COM	576485205	1,445,376	25,691	SH		SOLE		25,691	0	0
MATTEL INC	COM	577081102	306,339	17,278	SH		SOLE		17,278	0	0
MCDONALDS CORP	COM	580135101	874,888	3,018	SH		SOLE		3,018	0	0
MEDPACE HLDGS INC	COM	58506Q109	4,340,917	13,066	SH		SOLE		13,066	0	0
MEDTRONIC PLC	SHS	G5960L103	7,971,065	99,788	SH		SOLE		99,788	0	0
MERUS N V	COM	N5749R100	926,025	22,022	SH		SOLE		22,022	0	0
META PLATFORMS INC	CL A	30303M102	1,535,207	2,622	SH		SOLE		2,622	0	0
METTLER TOLEDO INTERNATIONAL	COM	592688105	1,097,641	897	SH		SOLE		897	0	0
MICROCHIP TECHNOLOGY INC.	COM	595017104	997,489	17,393	SH		SOLE		17,393	0	0
MICROSOFT CORP	COM	594918104	8,823,260	20,933	SH		SOLE		20,933	0	0
MICROSTRATEGY INC	CL A NEW	594972408	738,241	2,549	SH		SOLE		2,549	0	0
MKS INSTRS INC	COM	55306N104	325,384	3,117	SH		SOLE		3,117	0	0
MOBILEYE GLOBAL INC	COMMON CLASS A	60741F104	715,845	35,936	SH		SOLE		35,936	0	0
MOELIS & CO	CL A	60786M105	726,979	9,840	SH		SOLE		9,840	0	0
MOHAWK INDS INC	COM	608190104	1,038,575	8,718	SH		SOLE		8,718	0	0
MOLSON COORS BEVERAGE CO	CL B	60871R209	441,995	7,711	SH		SOLE		7,711	0	0
MONDAY COM LTD	SHS	M7S64H106	1,478,799	6,281	SH		SOLE		6,281	0	0
MONGODB INC	CL A	60937P106	2,832,832	12,168	SH		SOLE		12,168	0	0
MORNINGSTAR INC	COM	617700109	1,723,201	5,117	SH		SOLE		5,117	0	0
MSCI INC	COM	55354G100	4,072,868	6,788	SH		SOLE		6,788	0	0
MUELLER INDS INC	COM	624756102	352,120	4,437	SH		SOLE		4,437	0	0
MURPHY USA INC	COM	626755102	2,060,687	4,107	SH		SOLE		4,107	0	0
NATERA INC	COM	632307104	4,962,072	31,346	SH		SOLE		31,346	0	0
NETFLIX INC	COM	64110L106	7,950,574	8,920	SH		SOLE		8,920	0	0
NEW FORTRESS ENERGY INC	COM CL A	644393100	817,750	54,084	SH		SOLE		54,084	0	0
NEWELL BRANDS INC	COM	651229106	1,048,519	105,273	SH		SOLE		105,273	0	0
NEWMONT CORP	COM	651639106	1,486,046	39,926	SH		SOLE		39,926	0	0
NEXTRACKER INC	CLASS A COM	65290E101	1,251,737	34,266	SH		SOLE		34,266	0	0
NORTHROP GRUMMAN CORP	COM	666807102	3,132,511	6,675	SH		SOLE		6,675	0	0
NOV INC	COM	62955J103	3,359,898	230,130	SH		SOLE		230,130	0	0
NOVA LTD	COM	M7516K103	388,582	1,973	SH		SOLE		1,973	0	0
NUTANIX INC	CL A	67059N108	5,574,293	91,113	SH		SOLE		91,113	0	0
NUVALENT INC	COM	670703107	261,690	3,343	SH		SOLE		3,343	0	0
NVIDIA CORPORATION	COM	67066G104	2,283,870	17,007	SH		SOLE		17,007	0	0
OKTA INC	CL A	679295105	1,844,472	23,407	SH		SOLE		23,407	0	0
OLD DOMINION FREIGHT LINE IN	COM	679580100	1,503,457	8,523	SH		SOLE		8,523	0	0
OLD REP INTL CORP	COM	680223104	655,184	18,104	SH		SOLE		18,104	0	0
OMNICOM GROUP INC	COM	681919106	4,585,416	53,294	SH		SOLE		53,294	0	0
ON HLDG AG	NAMEN AKT A	H5919C104	6,538,059	119,373	SH		SOLE		119,373	0	0
ON SEMICONDUCTOR CORP	COM	682189105	517,956	8,215	SH		SOLE		8,215	0	0
ONEOK INC NEW	COM	682680103	340,256	3,389	SH		SOLE		3,389	0	0
ONTO INNOVATION INC	COM	683344105	402,341	2,414	SH		SOLE		2,414	0	0
OPTION CARE HEALTH INC	COM NEW	68404L201	862,390	37,172	SH		SOLE		37,172	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	2,762,914	2,330	SH		SOLE		2,330	0	0
OSHKOSH CORP	COM	688239201	2,549,587	26,818	SH		SOLE		26,818	0	0
OWENS CORNING NEW	COM	690742101	782,620	4,595	SH		SOLE		4,595	0	0
PACKAGING CORP AMER	COM	695156109	278,936	1,239	SH		SOLE		1,239	0	0
PALO ALTO NETWORKS INC	COM	697435105	322,979	1,775	SH		SOLE		1,775	0	0
PATTERSON-UTI ENERGY INC	COM	703481101	124,635	15,089	SH		SOLE		15,089	0	0
PEGASYSTEMS INC	COM	705573103	630,498	6,765	SH		SOLE		6,765	0	0
PELOTON INTERACTIVE INC	CL A COM	70614W100	330,965	38,042	SH		SOLE		38,042	0	0
PENN ENTERTAINMENT INC	COM	707569109	3,422,062	172,657	SH		SOLE		172,657	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	552,595	3,625	SH		SOLE		3,625	0	0
PEPSICO INC	COM	713448108	5,731,446	37,692	SH		SOLE		37,692	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	1,136,859	13,446	SH		SOLE		13,446	0	0
PERMIAN RESOURCES CORP	CLASS A COM	71424F105	2,931,104	203,832	SH		SOLE		203,832	0	0
PG&E CORP	COM	69331C108	282,823	14,015	SH		SOLE		14,015	0	0
PHILIP MORRIS INTL INC	COM	718172109	5,424,415	45,072	SH		SOLE		45,072	0	0
PINNACLE WEST CAP CORP	COM	723484101	436,057	5,144	SH		SOLE		5,144	0	0
POOL CORP	COM	73278L105	7,118,827	20,880	SH		SOLE		20,880	0	0
POPULAR INC	COM NEW	733174700	1,783,095	18,957	SH		SOLE		18,957	0	0
PPG INDS INC	COM	693506107	368,025	3,081	SH		SOLE		3,081	0	0
PRICE T ROWE GROUP INC	COM	74144T108	2,914,555	25,772	SH		SOLE		25,772	0	0
PROGRESS SOFTWARE CORP	COM	743312100	512,991	7,874	SH		SOLE		7,874	0	0
PROGRESSIVE CORP	COM	743315103	1,487,499	6,208	SH		SOLE		6,208	0	0
PROLOGIS INC.	COM	74340W103	1,006,158	9,519	SH		SOLE		9,519	0	0
PUBLIC SVC ENTERPRISE GRP IN	COM	744573106	470,863	5,573	SH		SOLE		5,573	0	0
PULTE GROUP INC	COM	745867101	1,391,089	12,774	SH		SOLE		12,774	0	0
Q2 HLDGS INC	COM	74736L109	248,606	2,470	SH		SOLE		2,470	0	0
QUALCOMM INC	COM	747525103	408,322	2,658	SH		SOLE		2,658	0	0
QUALYS INC	COM	74758T303	2,169,063	15,469	SH		SOLE		15,469	0	0
QUANTA SVCS INC	COM	74762E102	223,131	706	SH		SOLE		706	0	0
RAMBUS INC DEL	COM	750917106	1,062,645	20,103	SH		SOLE		20,103	0	0
RBC BEARINGS INC	COM	75524B104	430,163	1,438	SH		SOLE		1,438	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	2,517,374	3,534	SH		SOLE		3,534	0	0
REGIONS FINANCIAL CORP NEW	COM	7591EP100	4,116,071	175,003	SH		SOLE		175,003	0	0
REMITLY GLOBAL INC	COM	75960P104	4,258,778	188,692	SH		SOLE		188,692	0	0
RESIDEO TECHNOLOGIES INC	COM	76118Y104	527,430	22,882	SH		SOLE		22,882	0	0
REXFORD INDL RLTY INC	COM	76169C100	512,941	13,268	SH		SOLE		13,268	0	0
REYNOLDS CONSUMER PRODS INC	COM	76171L106	1,154,227	42,765	SH		SOLE		42,765	0	0
RINGCENTRAL INC	CL A	76680R206	3,815,005	108,969	SH		SOLE		108,969	0	0
ROBINHOOD MKTS INC	COM CL A	770700102	432,775	11,615	SH		SOLE		11,615	0	0
ROCKWELL AUTOMATION INC	COM	773903109	252,638	884	SH		SOLE		884	0	0
ROKU INC	COM CL A	77543R102	1,125,285	15,137	SH		SOLE		15,137	0	0
ROYAL CARIBBEAN GROUP	COM	V7780T103	6,887,711	29,857	SH		SOLE		29,857	0	0
ROYAL GOLD INC	COM	780287108	598,072	4,536	SH		SOLE		4,536	0	0
RPM INTL INC	COM	749685103	1,316,004	10,694	SH		SOLE		10,694	0	0
RTX CORPORATION	COM	75513E101	1,123,525	9,709	SH		SOLE		9,709	0	0
SAMSARA INC	COM CL A	79589L106	1,171,897	26,823	SH		SOLE		26,823	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	3,641,864	29,952	SH		SOLE		29,952	0	0
SCHLUMBERGER LTD	COM STK	806857108	346,019	9,025	SH		SOLE		9,025	0	0
SCIENCE APPLICATIONS INTL CO	COM	808625107	1,331,188	11,909	SH		SOLE		11,909	0	0
SCORPIO TANKERS INC	SHS	Y7542C130	670,169	13,487	SH		SOLE		13,487	0	0
SCOTTS MIRACLE-GRO CO	CL A	810186106	826,994	12,466	SH		SOLE		12,466	0	0
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	G7997R103	793,189	9,190	SH		SOLE		9,190	0	0
SERVICE CORP INTL	COM	817565104	629,620	7,888	SH		SOLE		7,888	0	0
SITIO ROYALTIES CORP	CLASS A COM	82983N108	599,241	31,243	SH		SOLE		31,243	0	0
SKECHERS U S A INC	CL A	830566105	272,188	4,048	SH		SOLE		4,048	0	0
SL GREEN RLTY CORP	COM	78440X887	820,813	12,085	SH		SOLE		12,085	0	0
SM ENERGY CO	COM	78454L100	329,189	8,493	SH		SOLE		8,493	0	0
SMUCKER J M CO	COM NEW	832696405	2,729,104	24,783	SH		SOLE		24,783	0	0
SNAP INC	CL A	83304A106	1,795,865	166,747	SH		SOLE		166,747	0	0
SONOCO PRODS CO	COM	835495102	1,531,106	31,343	SH		SOLE		31,343	0	0
SOUTHERN COPPER CORP	COM	84265V105	290,522	3,188	SH		SOLE		3,188	0	0
SOUTHSTATE CORPORATION	COM	840441109	339,227	3,410	SH		SOLE		3,410	0	0
SPORTRADAR GROUP AG	CLASS A ORD SHS	H8088L103	237,194	13,679	SH		SOLE		13,679	0	0
SPRINGWORKS THERAPEUTICS INC	COM	85205L107	1,155,148	31,972	SH		SOLE		31,972	0	0
STATE STR CORP	COM	857477103	526,182	5,361	SH		SOLE		5,361	0	0
STEEL DYNAMICS INC	COM	858119100	840,126	7,365	SH		SOLE		7,365	0	0
STERIS PLC	SHS USD	G8473T100	1,800,500	8,759	SH		SOLE		8,759	0	0
STRYKER CORPORATION	COM	863667101	516,672	1,435	SH		SOLE		1,435	0	0
SYNCHRONY FINANCIAL	COM	87165B103	3,830,060	58,924	SH		SOLE		58,924	0	0
SYSCO CORP	COM	871829107	485,597	6,351	SH		SOLE		6,351	0	0
TAKE-TWO INTERACTIVE SOFTWAR	COM	874054109	349,200	1,897	SH		SOLE		1,897	0	0
TAPESTRY INC	COM	876030107	1,009,871	15,458	SH		SOLE		15,458	0	0
TARGET CORP	COM	87612E106	1,309,353	9,686	SH		SOLE		9,686	0	0
TAYLOR MORRISON HOME CORP	COM	87724P106	573,415	9,368	SH		SOLE		9,368	0	0
TECHNIPFMC PLC	COM	G87110105	313,796	10,843	SH		SOLE		10,843	0	0
TEXAS ROADHOUSE INC	COM	882681109	617,431	3,422	SH		SOLE		3,422	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	316,820	609	SH		SOLE		609	0	0
TJX COS INC NEW	COM	872540109	6,405,829	53,024	SH		SOLE		53,024	0	0
TOAST INC	CL A	888787108	4,257,870	116,814	SH		SOLE		116,814	0	0
TOLL BROTHERS INC	COM	889478103	5,606,412	44,513	SH		SOLE		44,513	0	0
TOPBUILD CORP	COM	89055F103	2,247,563	7,219	SH		SOLE		7,219	0	0
TORO CO	COM	891092108	8,098,911	101,110	SH		SOLE		101,110	0	0
TRACTOR SUPPLY CO	COM	892356106	1,058,865	19,956	SH		SOLE		19,956	0	0
TRANSOCEAN LTD	REGISTERED SHS	H8817H100	1,434,990	382,664	SH		SOLE		382,664	0	0
TRI POINTE HOMES INC	COM	87265H109	320,828	8,848	SH		SOLE		8,848	0	0
TRIMBLE INC	COM	896239100	1,340,915	18,977	SH		SOLE		18,977	0	0
TYLER TECHNOLOGIES INC	COM	902252105	2,852,061	4,946	SH		SOLE		4,946	0	0
UBER TECHNOLOGIES INC	COM	90353T100	1,074,661	17,816	SH		SOLE		17,816	0	0
UIPATH INC	CL A	90364P105	954,343	75,086	SH		SOLE		75,086	0	0
ULTA BEAUTY INC	COM	90384S303	4,781,185	10,993	SH		SOLE		10,993	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	348,929	8,294	SH		SOLE		8,294	0	0
UMB FINL CORP	COM	902788108	661,811	5,864	SH		SOLE		5,864	0	0
UNDER ARMOUR INC	CL A	904311107	1,479,305	178,660	SH		SOLE		178,660	0	0
UNITED RENTALS INC	COM	911363109	1,885,786	2,677	SH		SOLE		2,677	0	0
UNITY SOFTWARE INC	COM	91332U101	1,204,774	53,617	SH		SOLE		53,617	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	549,384	3,062	SH		SOLE		3,062	0	0
UNUM GROUP	COM	91529Y106	1,167,385	15,985	SH		SOLE		15,985	0	0
UPSTART HLDGS INC	COM	91680M107	949,717	15,425	SH		SOLE		15,425	0	0
URANIUM ENERGY CORP	COM	916896103	241,469	36,094	SH		SOLE		36,094	0	0
US BANCORP DEL	COM NEW	902973304	7,367,685	154,039	SH		SOLE		154,039	0	0
VAIL RESORTS INC	COM	91879Q109	4,876,512	26,015	SH		SOLE		26,015	0	0
VALMONT INDS INC	COM	920253101	2,844,058	9,274	SH		SOLE		9,274	0	0
VALVOLINE INC	COM	92047W101	723,057	19,985	SH		SOLE		19,985	0	0
VEEVA SYS INC	CL A COM	922475108	4,143,187	19,706	SH		SOLE		19,706	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	3,667,363	91,707	SH		SOLE		91,707	0	0
VERRA MOBILITY CORP	CL A COM STK	92511U102	222,915	9,219	SH		SOLE		9,219	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	1,327,299	3,296	SH		SOLE		3,296	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	622,583	5,480	SH		SOLE		5,480	0	0
VICTORIAS SECRET AND CO	COMMON STOCK	926400102	288,035	6,954	SH		SOLE		6,954	0	0
VIKING THERAPEUTICS INC	COM	92686J106	1,489,403	37,013	SH		SOLE		37,013	0	0
VISTEON CORP	COM NEW	92839U206	785,083	8,849	SH		SOLE		8,849	0	0
VULCAN MATLS CO	COM	929160109	369,897	1,438	SH		SOLE		1,438	0	0
WARNER BROS DISCOVERY INC	COM SER A	934423104	702,567	66,468	SH		SOLE		66,468	0	0
WATERS CORP	COM	941848103	261,541	705	SH		SOLE		705	0	0
WAYFAIR INC	CL A	94419L101	278,906	6,293	SH		SOLE		6,293	0	0
WELLS FARGO CO NEW	COM	949746101	1,552,093	22,097	SH		SOLE		22,097	0	0
WESCO INTL INC	COM	95082P105	437,923	2,420	SH		SOLE		2,420	0	0
WESTERN DIGITAL CORP	COM	958102105	4,452,930	74,676	SH		SOLE		74,676	0	0
WESTLAKE CORPORATION	COM	960413102	450,460	3,929	SH		SOLE		3,929	0	0
WEYERHAEUSER CO MTN BE	COM NEW	962166104	483,223	17,166	SH		SOLE		17,166	0	0
WILLIAMS SONOMA INC	COM	969904101	533,874	2,883	SH		SOLE		2,883	0	0
WILLSCOT HLDGS CORP	COM CL A	971378104	293,959	8,788	SH		SOLE		8,788	0	0
WINGSTOP INC	COM	974155103	1,713,158	6,028	SH		SOLE		6,028	0	0
WOODWARD INC	COM	980745103	261,446	1,571	SH		SOLE		1,571	0	0
XP INC	CL A	G98239109	133,858	11,296	SH		SOLE		11,296	0	0
XYLEM INC	COM	98419M100	361,982	3,120	SH		SOLE		3,120	0	0
YELP INC	CL A	985817105	1,195,791	30,899	SH		SOLE		30,899	0	0
ZEBRA TECHNOLOGIES CORPORATI	CL A	989207105	2,894,719	7,495	SH		SOLE		7,495	0	0
ZILLOW GROUP INC	CL C CAP STK	98954M200	285,241	3,852	SH		SOLE		3,852	0	0
ZIM INTEGRATED SHIPPING SERV	SHS	M9T951109	3,341,784	155,649	SH		SOLE		155,649	0	0
ZSCALER INC	COM	98980G102	4,783,932	26,517	SH		SOLE		26,517	0	0