Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MAXIMUS INC,MMS,,Buy,577933104,24451000.0,306900.0,4.442 TOWER SEMICONDUCTOR LTD,TSEM,,Buy,M87915274,19031000.0,479600.0,3.458 HURON CONSULTING GROUP INC,HURN,,Buy,447462102,18243000.0,365600.0,3.315 VINTAGE WINE ESTATES INC,VWE,,Buy,92747V106,17978000.0,1521000.0,3.266 KBR INC,KBR,,Buy,48242W106,17138000.0,359900.0,3.114 ACADEMY SPORTS & OUTDOORS IN,ASO,,Buy,00402L107,16195000.0,368900.0,2.942 FULL HSE RESORTS INC,FLL,,Buy,359678109,15988000.0,1320200.0,2.905 ICF INTL INC,ICFI,,Buy,44925C103,15158000.0,147815.0,2.754 R1 RCM INC,RCM,,Buy,749397105,14728000.0,577800.0,2.676 SHYFT GROUP INC,SHYF,,Sell,825698103,14636000.0,297900.0,2.659 JAZZ PHARMACEUTICALS PLC,JAZZ,,Buy,G50871105,14368000.0,112780.0,2.61 TEMPUR SEALY INTL INC,TPX,,Buy,88023U101,14330000.0,304700.0,2.604 INTEGER HLDGS CORP,ITGR,,Buy,45826H109,13326000.0,155700.0,2.421 GOLDEN ENTMT INC,GDEN,,Buy,381013101,12996000.0,257200.0,2.361 LITTELFUSE INC,LFUS,,Buy,537008104,12907000.0,41015.0,2.345 TOPBUILD CORP,BLD,,Sell,89055F103,12126000.0,43950.0,2.203 FEDERAL SIGNAL CORP,FSS,,Sell,313855108,11832000.0,273000.0,2.15 HELIOS TECHNOLOGIES INC,HLIO,,Sell,42328H109,11749000.0,111710.0,2.135 COMFORT SYS USA INC,FIX,,Buy,199908104,10953000.0,110700.0,1.99 COLUMBUS MCKINNON CORP N Y,CMCO,,Buy,199333105,9867000.0,213300.0,1.793 MATSON INC,MATX,,Sell,57686G105,9552000.0,106100.0,1.735 HARMONIC INC,HLIT,,Buy,413160102,9420000.0,801000.0,1.711 MYR GROUP INC DEL,MYRG,,Sell,55405W104,9331000.0,84405.0,1.695 PATRICK INDS INC,PATK,,Buy,703343103,9199000.0,114000.0,1.671 VICOR CORP,VICR,,Sell,925815102,9164000.0,72165.0,1.665 CHURCHILL DOWNS INC,CHDN,,Sell,171484108,8915000.0,37005.0,1.62 REPAY HLDGS CORP,RPAY,,Buy,76029L100,8802000.0,481800.0,1.599 CAESARS ENTERTAINMENT INC NE,CZR,,Buy,12769G100,8754000.0,93600.0,1.59 FIRST WATCH RESTAURANT GROUP,,,New,33748L101,8662000.0,516800.0,1.574 JOHN BEAN TECHNOLOGIES CORP,JBT,,Sell,477839104,8560000.0,55745.0,1.555 ASPEN AEROGELS INC,ASPN,,Sell,04523Y105,8260000.0,165900.0,1.501 DIAMONDBACK ENERGY INC,FANG,,Sell,25278X109,8153000.0,75600.0,1.481 TRAVEL PLUS LEISURE CO,TNL,,Buy,894164102,8114000.0,146800.0,1.474 WEST PHARMACEUTICAL SERVICES,WST,,Buy,955306105,8072000.0,17210.0,1.467 CHART INDS INC,GTLS,,Buy,16115Q308,7991000.0,50105.0,1.452 ATLANTIC UN BANKSHARES CORP,AUB,,Buy,04911A107,7492000.0,200900.0,1.361 KNIGHT SWIFT TRANSN HLDGS IN,KNX,cl a,Sell,499049104,7362000.0,120800.0,1.338 ARMSTRONG WORLD INDS INC NEW,AWI,,New,04247X102,7338000.0,63190.0,1.333 WOLVERINE WORLD WIDE INC,WWW,,Buy,978097103,7249000.0,251600.0,1.317 HUDSON TECHNOLOGIES INC,HDSN,,Buy,444144109,7104000.0,1599900.0,1.291 IRADIMED CORP,IRMD,,Sell,46266A109,6728000.0,145600.0,1.222 CALIX INC,CALX,,Sell,13100M509,6677000.0,83500.0,1.213 SPX CORP,SPXC,,Buy,784635104,6672000.0,111800.0,1.212 CALERES INC,CAL,,Buy,129500104,6398000.0,282100.0,1.162 USA TRUCK INC,USAK,,New,902925106,6348000.0,319300.0,1.153 STAGWELL INC,,,New,85256A109,5938000.0,684900.0,1.079 ISHARES TR,IWO,rus 2000 grw etf,Sell,464287648,5263000.0,17960.0,0.956 AZENTA INC,BRKS,,Sell,114340102,5131000.0,49765.0,0.932 MARCUS CORP DEL,MCS,,New,566330106,4776000.0,267400.0,0.868 MCGRATH RENTCORP,MGRC,,Sell,580589109,4711000.0,58700.0,0.856 UPLAND SOFTWARE INC,UPLD,,Buy,91544A109,4472000.0,249300.0,0.813 VEECO INSTRUMENTS INC,VECO,,Sell,922417100,4433000.0,155700.0,0.805 TETRA TECHNOLOGIES INC DEL,TTI,,Sell,88162F105,4419000.0,1556100.0,0.803 EXPONENT INC,EXPO,,Buy,30214U102,3893000.0,33350.0,0.707 ISHARES TR,IWM,russell 2000 etf,Sell,464287655,3762000.0,16910.0,0.684 UNIVERSAL TECHNICAL INST INC,UTI,,Sell,913915104,2718000.0,347600.0,0.494 SOLARIS OILFIELD INFRSTR INC,SOI,,Buy,83418M103,2565000.0,391600.0,0.466 BORGWARNER INC,BWA,,Exit,099724106,0.0,-47700.0,-0.39 AAON INC,AAON,,Exit,000360206,0.0,-49000.0,-0.606 MILLER INDS INC TENN,MLR,,Exit,600551204,0.0,-97298.0,-0.627 TILLYS INC,TLYS,cl a,Exit,886885102,0.0,-291400.0,-0.773 NOODLES & CO,NDLS,,Exit,65540B105,0.0,-422000.0,-0.942 RBC BEARINGS INC,ROLL,,Exit,75524B104,0.0,-35140.0,-1.411 FIRSTSERVICE CORP NEW,FSV,,Exit,33767E202,0.0,-41740.0,-1.426 MODEL N INC,MODN,,Exit,607525102,0.0,-225000.0,-1.427 VONAGE HOLDINGS CORP,VG,,Exit,92886T201,0.0,-498100.0,-1.519 BWX TECHNOLOGIES INC,BWXT,,Exit,05605H100,0.0,-177700.0,-1.811 ENCOMPASS HEALTH CORP,EHC,,Exit,29261A100,0.0,-179800.0,-2.553