#	Issuer	Ticker	Shares	Value	% of Portfolio
1	LITHIA MTRS INC	536797103	224,790	$74,704	9.68%
2	DICKS SPORTING GOODS	253393102	357,844	$70,842	9.18%
3	VERTEX INC	VERX	3,419,994	$68,297	8.85%
4	CROWN HOLDINGS INC COM STK	CCK	612,165	$63,035	8.16%
5	VALVOLINE INC	VVV	2,098,843	$60,992	7.90%
6	US FOODS HLDG CORP	USFD	764,042	$57,548	7.45%
7	CLEARWATER ANALYTICS HLDGS I	CWAN	2,364,674	$57,036	7.39%
8	Q2 HOLDINGS INC	QTWO	679,767	$49,052	6.35%
9	CENTURI HOLDINGS INC	CTRI	1,866,243	$47,123	6.10%
10	BLACKLINE INC	BL	790,945	$43,731	5.66%
11	ATLANTA BRAVES HOLDINGS INC	BATRB	753,879	$29,741	3.85%
12	NCINO INC	NCNO	1,085,142	$27,823	3.60%
13	EQUINIX INC	EQIX	27,892	$21,370	2.77%
14	CHAMPION HOMES INC	SKY	248,562	$21,003	2.72%
15	VALARIS LTD	VAL-WT	339,419	$17,107	2.22%
16	NOBLE CORP PLC	NE-WT	529,375	$14,950	1.94%
17	WATERBRIDGE INFRASTRUCTURE L	WBI	528,806	$10,581	1.37%
18	ONESTREAM INC	OS	541,070	$9,945	1.29%
19	ALIGHT INC.	ALIT	3,760,472	$7,333	0.95%
20	ARCBEST CORP	ARCB	81,230	$6,026	0.78%