#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ALPHA METALLURGICAL RESOURCES, INC. CMN	020764106	26,223	$3.8M	4.30%
2	HARMONIC INC. CMN	HLIT	226,522	$3.0M	3.32%
3	CLEARFIELD, INC. CMN	CLFD	30,833	$2.9M	3.25%
4	FLEX LTD. CMN	FLEX	119,570	$2.6M	2.87%
5	STAAR SURGICAL CO NEW CMN	STAA	52,381	$2.5M	2.85%
6	AMAZON.COM INC CMN	AMZN	28,145	$2.4M	2.65%
7	LAMB WESTON HOLDINGS, INC. CMN	LW	26,078	$2.3M	2.61%
8	SALESFORCE INC CMN	CRM	17,103	$2.3M	2.54%
9	MANCHESTER UTD PLC NEW CMN CLASS A	G5784H106	94,300	$2.2M	2.46%
10	CROWN CASTLE INTL CORP CMN	CCI	15,232	$2.1M	2.31%
11	VERINT SYSTEMS INC. CMN	92343X100	55,875	$2.0M	2.27%
12	ELECTRONIC ARTS CMN	EA	16,541	$2.0M	2.26%
13	TEEKAY TANKERS LTD. CMN	TNK	65,464	$2.0M	2.26%
14	VERTEX PHARMACEUTICALS INCORPORATED CMN	VRTX	6,963	$2.0M	2.25%
15	ARCH CAPITAL GROUP LTD. CMN	G0450A105	31,961	$2.0M	2.25%
16	NASDAQ INC. CMN	NDAQ	31,695	$1.9M	2.18%
17	NABORS INDUSTRIES LTD. CMN	NBRWF	12,502	$1.9M	2.17%
18	GRIFFON CORPORATION CMN	GFF	52,762	$1.9M	2.11%
19	COMPASS MINERALS INTL, INC. CMN	COMP	45,478	$1.9M	2.09%
20	TENABLE HOLDINGS, INC CMN	88025T102	47,802	$1.8M	2.04%