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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA RLTY TR COM SH BEN INT 004239109   504,756 29,709 SH   SOLE   29,709 0 0
ADIENT PLC ORD SHS G0084W101   687,349 18,904 SH   SOLE   18,904 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   1,263,297 8,343 SH   SOLE   8,343 0 0
AGCO CORP COM 001084102   573,177 4,721 SH   SOLE   4,721 0 0
AIR LEASE CORP CL A 00912X302   948,851 22,624 SH   SOLE   22,624 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   6,369,850 276,950 SH   SOLE   276,950 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   591,444 10,171 SH   SOLE   10,171 0 0
ALLY FINL INC COM 02005N100   773,373 22,147 SH   SOLE   22,147 0 0
AMBAC FINL GROUP INC COM NEW 023139884   510,864 30,999 SH   SOLE   30,999 0 0
AMEDISYS INC COM 023436108   4,487,973 47,212 SH   SOLE   47,212 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   572,826 65,020 SH   SOLE   65,020 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   1,504,050 22,200 SH   SOLE   22,200 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109   541,223 5,829 SH   SOLE   5,829 0 0
ANTERO RESOURCES CORP COM 03674X106   535,180 23,597 SH   SOLE   23,597 0 0
APA CORPORATION COM 03743Q108   513,766 14,319 SH   SOLE   14,319 0 0
APPLIED MATLS INC COM 038222105   850,705 5,249 SH   SOLE   5,249 0 0
ARAMARK COM 03852U106   1,331,519 47,385 SH   SOLE   47,385 0 0
ARCH RESOURCES INC CL A 03940R107   531,174 3,201 SH   SOLE   3,201 0 0
ARCHROCK INC COM 03957W106   178,655 11,601 SH   SOLE   11,601 0 0
ARROW ELECTRS INC COM 042735100   1,631,182 13,343 SH   SOLE   13,343 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   579,748 2,577 SH   SOLE   2,577 0 0
ATKORE INC COM 047649108   494,880 3,093 SH   SOLE   3,093 0 0
AUTONATION INC COM 05329W102   559,871 3,728 SH   SOLE   3,728 0 0
AVNET INC COM 053807103   1,380,254 27,386 SH   SOLE   27,386 0 0
AXIS CAP HLDGS LTD SHS G0692U109   508,186 9,178 SH   SOLE   9,178 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,951,719 37,497 SH   SOLE   37,497 0 0
BAXTER INTL INC COM 071813109   503,662 13,028 SH   SOLE   13,028 0 0
BEACON ROOFING SUPPLY INC COM 073685109   980,628 11,269 SH   SOLE   11,269 0 0
BEAZER HOMES USA INC COM NEW 07556Q881   504,181 14,921 SH   SOLE   14,921 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   997,740 18,000 SH   SOLE   18,000 0 0
BERRY CORP COM 08579X101   616,918 87,755 SH   SOLE   87,755 0 0
BERRY GLOBAL GROUP INC COM 08579W103   494,036 7,331 SH   SOLE   7,331 0 0
BLOCK H & R INC COM 093671105   752,927 15,566 SH   SOLE   15,566 0 0
BOISE CASCADE CO DEL COM 09739D100   683,797 5,286 SH   SOLE   5,286 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203   743,143 137,619 SH   SOLE   137,619 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   1,342,865 40,767 SH   SOLE   40,767 0 0
BRINKER INTL INC COM 109641100   657,890 15,236 SH   SOLE   15,236 0 0
BUNGE GLOBAL SA COM SHS H11356104   700,997 6,944 SH   SOLE   6,944 0 0
CAL MAINE FOODS INC COM NEW 128030202   605,235 10,546 SH   SOLE   10,546 0 0
CALLON PETE CO DEL COM 13123X508   562,367 17,357 SH   SOLE   17,357 0 0
CANNAE HLDGS INC COM 13765N107   589,085 30,194 SH   SOLE   30,194 0 0
CAPITAL ONE FINL CORP COM 14040H105   505,336 3,854 SH   SOLE   3,854 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   4,806,260 95,666 SH   SOLE   95,666 0 0
CARTERS INC COM 146229109   580,547 7,752 SH   SOLE   7,752 0 0
CATALENT INC COM 148806102   860,275 19,147 SH   SOLE   19,147 0 0
CENCORA INC COM 03073E105   943,721 4,595 SH   SOLE   4,595 0 0
CEREVEL THERAPEUTICS HLDNG I COM 15678U128   1,500,366 35,386 SH   SOLE   35,386 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   605,175 1,557 SH   SOLE   1,557 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,619,972 21,055 SH   SOLE   21,055 0 0
CHIMERA INVT CORP COM NEW 16934Q208   838,110 167,958 SH   SOLE   167,958 0 0
CLOROX CO DEL COM 189054109   2,307,819 16,185 SH   SOLE   16,185 0 0
CNH INDL N V SHS N20944109   549,147 45,086 SH   SOLE   45,086 0 0
CNO FINL GROUP INC COM 12621E103   950,218 34,058 SH   SOLE   34,058 0 0
CNX RES CORP COM 12653C108   1,539,120 76,956 SH   SOLE   76,956 0 0
COMFORT SYS USA INC COM 199908104   496,282 2,413 SH   SOLE   2,413 0 0
CONSOLIDATED EDISON INC COM 209115104   779,977 8,574 SH   SOLE   8,574 0 0
CONSTELLATION BRANDS INC CL A 21036P108   701,075 2,900 SH   SOLE   2,900 0 0
CONSTELLIUM SE CL A SHS F21107101   561,315 28,122 SH   SOLE   28,122 0 0
CORECIVIC INC COM 21871N101   536,157 36,900 SH   SOLE   36,900 0 0
CRANE NXT CO COM 224441105   535,431 9,415 SH   SOLE   9,415 0 0
DAVITA INC COM 23918K108   502,115 4,793 SH   SOLE   4,793 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,587,114 39,451 SH   SOLE   39,451 0 0
DOMINOS PIZZA INC COM 25754A201   507,043 1,230 SH   SOLE   1,230 0 0
DOUGLAS EMMETT INC COM 25960P109   510,574 35,212 SH   SOLE   35,212 0 0
DOW INC COM 260557103   598,579 10,915 SH   SOLE   10,915 0 0
DXC TECHNOLOGY CO COM 23355L106   582,110 25,453 SH   SOLE   25,453 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   958,348 51,943 SH   SOLE   51,943 0 0
EMCOR GROUP INC COM 29084Q100   521,556 2,421 SH   SOLE   2,421 0 0
EMPIRE ST RLTY TR INC CL A 292104106   649,908 67,070 SH   SOLE   67,070 0 0
ENACT HLDGS INC COM 29249E109   628,906 21,769 SH   SOLE   21,769 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   2,373,000 100,000 SH Put SOLE   100,000 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   2,373,000 100,000 SH   SOLE   100,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   526,965 16,634 SH   SOLE   16,634 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   571,233 23,742 SH   SOLE   23,742 0 0
EPR PPTYS COM SH BEN INT 26884U109   502,523 10,372 SH   SOLE   10,372 0 0
ESSENT GROUP LTD COM G3198U102   2,003,012 37,979 SH   SOLE   37,979 0 0
EVEREST GROUP LTD COM G3223R108   656,244 1,856 SH   SOLE   1,856 0 0
EVERGY INC COM 30034W106   508,010 9,732 SH   SOLE   9,732 0 0
FAIR ISAAC CORP COM 303250104   529,625 455 SH   SOLE   455 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   718,222 3,756 SH   SOLE   3,756 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   508,414 9,965 SH   SOLE   9,965 0 0
FORWARD AIR CORP COM 349853101   1,432,556 22,786 SH   SOLE   22,786 0 0
FOX CORP CL A COM 35137L105   3,302,271 111,300 SH   SOLE   111,300 0 0
FRONTDOOR INC COM 35905A109   505,900 14,364 SH   SOLE   14,364 0 0
G III APPAREL GROUP LTD COM 36237H101   515,341 15,166 SH   SOLE   15,166 0 0
GATES INDL CORP PLC ORD SHS G39108108   532,787 39,701 SH   SOLE   39,701 0 0
GENERAL MTRS CO COM 37045V100   1,126,918 31,373 SH   SOLE   31,373 0 0
GENWORTH FINL INC COM CL A 37247D106   1,513,434 226,562 SH   SOLE   226,562 0 0
GEO GROUP INC NEW COM 36162J106   482,195 44,524 SH   SOLE   44,524 0 0
GLOBAL NET LEASE INC COM NEW 379378201   673,754 67,714 SH   SOLE   67,714 0 0
GLOBAL PMTS INC COM 37940X102   354,838 2,794 SH   SOLE   2,794 0 0
GMS INC COM 36251C103   571,487 6,933 SH   SOLE   6,933 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,766,742 7,172 SH   SOLE   7,172 0 0
GRAHAM HLDGS CO COM CL B 384637104   840,700 1,207 SH   SOLE   1,207 0 0
GRAY TELEVISION INC COM 389375106   749,396 83,638 SH   SOLE   83,638 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   579,311 1,901 SH   SOLE   1,901 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   680,785 5,111 SH   SOLE   5,111 0 0
HALLIBURTON CO COM 406216101   800,397 22,141 SH   SOLE   22,141 0 0
HARLEY DAVIDSON INC COM 412822108   518,855 14,084 SH   SOLE   14,084 0 0
HAWAIIAN HOLDINGS INC COM 419879101   965,600 68,000 SH   SOLE   68,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   551,224 53,621 SH   SOLE   53,621 0 0
HELMERICH & PAYNE INC COM 423452101   593,284 16,380 SH   SOLE   16,380 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   508,819 48,972 SH   SOLE   48,972 0 0
HESS CORP COM 42809H107   12,533,703 86,943 SH   SOLE   86,943 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   547,996 32,273 SH   SOLE   32,273 0 0
HF SINCLAIR CORP COM 403949100   500,408 9,005 SH   SOLE   9,005 0 0
HOME DEPOT INC COM 437076102   591,907 1,708 SH   SOLE   1,708 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102   708,268 8,279 SH   SOLE   8,279 0 0
HOWMET AEROSPACE INC COM 443201108   790,477 14,606 SH   SOLE   14,606 0 0
HUDSON PAC PPTYS INC COM 444097109   626,619 67,306 SH   SOLE   67,306 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   811,375 3,125 SH   SOLE   3,125 0 0
HUNTSMAN CORP COM 447011107   490,638 19,524 SH   SOLE   19,524 0 0
IMMUNOGEN INC COM 45253H101   2,993,345 100,956 SH   SOLE   100,956 0 0
INNOVIVA INC COM 45781M101   503,464 31,388 SH   SOLE   31,388 0 0
INSPERITY INC COM 45778Q107   500,412 4,269 SH   SOLE   4,269 0 0
INTEGER HLDGS CORP COM 45826H109   557,325 5,625 SH   SOLE   5,625 0 0
INTEL CORP COM 458140100   596,116 11,863 SH   SOLE   11,863 0 0
INVESCO LTD SHS G491BT108   1,292,205 72,433 SH   SOLE   72,433 0 0
INVESCO MORTGAGE CAPITAL INC COM 46131B704   659,547 74,441 SH   SOLE   74,441 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   759,348 31,600 SH   SOLE   31,600 0 0
JABIL INC COM 466313103   564,127 4,428 SH   SOLE   4,428 0 0
JACKSON FINANCIAL INC COM CL A 46817M107   1,694,669 33,099 SH   SOLE   33,099 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   599,352 19,879 SH   SOLE   19,879 0 0
JEFFERIES FINL GROUP INC COM 47233W109   2,003,851 49,588 SH   SOLE   49,588 0 0
JELD-WEN HLDG INC COM 47580P103   501,340 26,554 SH   SOLE   26,554 0 0
KARUNA THERAPEUTICS INC COM 48576A100   1,496,459 4,728 SH   SOLE   4,728 0 0
KB HOME COM 48666K109   1,021,783 16,359 SH   SOLE   16,359 0 0
KBR INC COM 48242W106   1,060,381 19,137 SH   SOLE   19,137 0 0
KENNAMETAL INC COM 489170100   568,386 22,039 SH   SOLE   22,039 0 0
KENVUE INC COM 49177J102   2,165,401 100,576 SH   SOLE   100,576 0 0
KIMBERLY-CLARK CORP COM 494368103   1,839,418 15,138 SH   SOLE   15,138 0 0
KLA CORP COM NEW 482480100   589,438 1,014 SH   SOLE   1,014 0 0
KOHLS CORP COM 500255104   621,410 21,667 SH   SOLE   21,667 0 0
LAM RESEARCH CORP COM 512807108   846,704 1,081 SH   SOLE   1,081 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   591,980 5,570 SH   SOLE   5,570 0 0
LEAR CORP COM NEW 521865204   1,573,785 11,145 SH   SOLE   11,145 0 0
LENNOX INTL INC COM 526107107   902,200 2,016 SH   SOLE   2,016 0 0
LIBERTY ENERGY INC COM CL A 53115L104   1,032,819 56,936 SH   SOLE   56,936 0 0
LINCOLN NATL CORP IND COM 534187109   930,249 34,492 SH   SOLE   34,492 0 0
LOEWS CORP COM 540424108   2,656,111 38,168 SH   SOLE   38,168 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   665,370 6,998 SH   SOLE   6,998 0 0
M D C HLDGS INC COM 552676108   892,343 16,151 SH   SOLE   16,151 0 0
M/I HOMES INC COM 55305B101   738,149 5,359 SH   SOLE   5,359 0 0
MANHATTAN ASSOCIATES INC COM 562750109   690,531 3,207 SH   SOLE   3,207 0 0
MARATHON PETE CORP COM 56585A102   491,962 3,316 SH   SOLE   3,316 0 0
MASCO CORP COM 574599106   1,565,858 23,378 SH   SOLE   23,378 0 0
MASTERCARD INCORPORATED CL A 57636Q104   660,664 1,549 SH   SOLE   1,549 0 0
MDU RES GROUP INC COM 552690109   229,027 11,567 SH   SOLE   11,567 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   609,567 124,148 SH   SOLE   124,148 0 0
MGIC INVT CORP WIS COM 552848103   2,854,071 147,956 SH   SOLE   147,956 0 0
MGM RESORTS INTERNATIONAL COM 552953101   595,450 13,327 SH   SOLE   13,327 0 0
MICRON TECHNOLOGY INC COM 595112103   571,437 6,696 SH   SOLE   6,696 0 0
MILLERKNOLL INC COM 600544100   375,921 14,090 SH   SOLE   14,090 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   1,147,381 18,745 SH   SOLE   18,745 0 0
MOOG INC CL A 615394202   596,638 4,121 SH   SOLE   4,121 0 0
MOSAIC CO NEW COM 61945C103   663,506 18,570 SH   SOLE   18,570 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,467,140 4,686 SH   SOLE   4,686 0 0
MUELLER INDS INC COM 624756102   504,835 10,707 SH   SOLE   10,707 0 0
MURPHY USA INC COM 626755102   494,549 1,387 SH   SOLE   1,387 0 0
NATIONAL FUEL GAS CO COM 636180101   1,059,039 21,109 SH   SOLE   21,109 0 0
NAVIENT CORPORATION COM 63938C108   1,353,134 72,671 SH   SOLE   72,671 0 0
NCR VOYIX CORPORATION COM 62886E108   763,199 45,133 SH   SOLE   45,133 0 0
NEWMARK GROUP INC CL A 65158N102   544,197 49,653 SH   SOLE   49,653 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   596,277 3,804 SH   SOLE   3,804 0 0
NMI HLDGS INC CL A 629209305   504,619 17,002 SH   SOLE   17,002 0 0
NORDSTROM INC COM 655664100   510,530 27,671 SH   SOLE   27,671 0 0
NORTHERN TR CORP COM 665859104   594,457 7,045 SH   SOLE   7,045 0 0
NUCOR CORP COM 670346105   488,878 2,809 SH   SOLE   2,809 0 0
OLD REP INTL CORP COM 680223104   501,564 17,060 SH   SOLE   17,060 0 0
OLINK HLDG AB SPONSORED ADS 680710100   2,249,215 89,432 SH   SOLE   89,432 0 0
ONEMAIN HLDGS INC COM 68268W103   676,057 13,741 SH   SOLE   13,741 0 0
OPENLANE INC COM 48238T109   510,545 34,473 SH   SOLE   34,473 0 0
ORACLE CORP COM 68389X105   619,085 5,872 SH   SOLE   5,872 0 0
ORGANON & CO COMMON STOCK 68622V106   595,849 41,321 SH   SOLE   41,321 0 0
OTIS WORLDWIDE CORP COM 68902V107   1,649,022 18,431 SH   SOLE   18,431 0 0
OVINTIV INC COM 69047Q102   714,842 16,276 SH   SOLE   16,276 0 0
OWENS CORNING NEW COM 690742101   594,106 4,008 SH   SOLE   4,008 0 0
PACCAR INC COM 693718108   609,824 6,245 SH   SOLE   6,245 0 0
PARAMOUNT GROUP INC COM 69924R108   445,913 86,250 SH   SOLE   86,250 0 0
PARK HOTELS & RESORTS INC COM 700517105   522,189 34,130 SH   SOLE   34,130 0 0
PARKER-HANNIFIN CORP COM 701094104   531,187 1,153 SH   SOLE   1,153 0 0
PBF ENERGY INC CL A 69318G106   778,883 17,718 SH   SOLE   17,718 0 0
PEABODY ENERGY CORP COM 704551100   762,554 31,355 SH   SOLE   31,355 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107   575,377 6,511 SH   SOLE   6,511 0 0
PENNYMAC MTG INVT TR COM 70931T103   483,513 32,342 SH   SOLE   32,342 0 0
PERRIGO CO PLC SHS G97822103   559,610 17,390 SH   SOLE   17,390 0 0
PGT INNOVATIONS INC COM 69336V101   1,062,881 26,115 SH   SOLE   26,115 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   555,419 78,118 SH   SOLE   78,118 0 0
PIONEER NAT RES CO COM 723787107   9,378,396 41,704 SH   SOLE   41,704 0 0
PNM RES INC COM 69349H107   1,033,885 24,853 SH   SOLE   24,853 0 0
POLARIS INC COM 731068102   500,859 5,285 SH   SOLE   5,285 0 0
POST HLDGS INC COM 737446104   775,456 8,806 SH   SOLE   8,806 0 0
PRIMERICA INC COM 74164M108   597,321 2,903 SH   SOLE   2,903 0 0
PROPETRO HLDG CORP COM 74347M108   692,607 82,650 SH   SOLE   82,650 0 0
PRUDENTIAL FINL INC COM 744320102   766,106 7,387 SH   SOLE   7,387 0 0
RADIAN GROUP INC COM 750236101   2,299,274 80,535 SH   SOLE   80,535 0 0
RAPID7 INC COM 753422104   477,527 8,363 SH   SOLE   8,363 0 0
RAYZEBIO INC COM 75525N107   1,511,353 24,310 SH   SOLE   24,310 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   811,650 5,017 SH   SOLE   5,017 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   1,035,935 3,704 SH   SOLE   3,704 0 0
RITHM CAPITAL CORP COM NEW 64828T201   1,710,391 160,149 SH   SOLE   160,149 0 0
ROBERT HALF INC. COM 770323103   677,863 7,710 SH   SOLE   7,710 0 0
ROVER GROUP INC COM CL A 77936F103   3,639,708 334,532 SH   SOLE   334,532 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   734,862 26,161 SH   SOLE   26,161 0 0
RUSH ENTERPRISES INC CL A 781846209   579,506 11,521 SH   SOLE   11,521 0 0
RYERSON HLDG CORP COM 783754104   551,551 15,904 SH   SOLE   15,904 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   514,335 8,068 SH   SOLE   8,068 0 0
SEABOARD CORP DEL COM 811543107   485,534 136 SH   SOLE   136 0 0
SILVERBOW RES INC COM 82836G102   646,041 22,216 SH   SOLE   22,216 0 0
SIMON PPTY GROUP INC NEW COM 828806109   965,245 6,767 SH   SOLE   6,767 0 0
SKYWEST INC COM 830879102   1,032,046 19,771 SH   SOLE   19,771 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   592,678 5,272 SH   SOLE   5,272 0 0
SOUTHWESTERN ENERGY CO COM 845467109   1,074,324 164,019 SH   SOLE   164,019 0 0
SOVOS BRANDS INC COM 84612U107   4,473,852 203,080 SH   SOLE   203,080 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   1,888,794 23,678 SH   SOLE   23,678 0 0
SPIRIT AIRLS INC COM 848577102   532,675 32,500 SH Put SOLE   32,500 0 0
SPLUNK INC COM 848637104   8,409,111 55,196 SH   SOLE   55,196 0 0
STANLEY BLACK & DECKER INC COM 854502101   666,001 6,789 SH   SOLE   6,789 0 0
STATE STR CORP COM 857477103   877,312 11,326 SH   SOLE   11,326 0 0
STEEL DYNAMICS INC COM 858119100   648,605 5,492 SH   SOLE   5,492 0 0
STRYKER CORPORATION COM 863667101   595,925 1,990 SH   SOLE   1,990 0 0
SYNCHRONY FINANCIAL COM 87165B103   503,306 13,179 SH   SOLE   13,179 0 0
TARGET HOSPITALITY CORP COM 87615L107   627,186 64,459 SH   SOLE   64,459 0 0
TAYLOR MORRISON HOME CORP COM 87724P106   2,384,532 44,696 SH   SOLE   44,696 0 0
TD SYNNEX CORPORATION COM 87162W100   1,333,396 12,391 SH   SOLE   12,391 0 0
TECHNIPFMC PLC COM G87110105   497,539 24,704 SH   SOLE   24,704 0 0
TEGNA INC COM 87901J105   689,999 45,098 SH   SOLE   45,098 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829   270,791 14,757 SH   SOLE   14,757 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   525,816 6,958 SH   SOLE   6,958 0 0
TERADATA CORP DEL COM 88076W103   555,014 12,756 SH   SOLE   12,756 0 0
TEXTRON INC COM 883203101   2,047,976 25,466 SH   SOLE   25,466 0 0
THE ARENA GROUP HOLDINGS INC COM 040044109   91,095 38,275 SH   SOLE   38,275 0 0
THOUGHTWORKS HOLDING INC COM 88546E105   179,995 37,421 SH   SOLE   37,421 0 0
TOLL BROTHERS INC COM 889478103   1,017,415 9,898 SH   SOLE   9,898 0 0
TRANSDIGM GROUP INC COM 893641100   1,014,635 1,003 SH   SOLE   1,003 0 0
TRI POINTE HOMES INC COM 87265H109   952,225 26,899 SH   SOLE   26,899 0 0
TRINET GROUP INC COM 896288107   822,163 6,913 SH   SOLE   6,913 0 0
TRINITY INDS INC COM 896522109   504,572 18,976 SH   SOLE   18,976 0 0
U S SILICA HLDGS INC COM 90346E103   860,159 76,053 SH   SOLE   76,053 0 0
UNITED AIRLS HLDGS INC COM 910047109   518,762 12,573 SH   SOLE   12,573 0 0
UNITED STATES STL CORP NEW COM 912909108   2,322,016 47,729 SH   SOLE   47,729 0 0
US FOODS HLDG CORP COM 912008109   509,682 11,224 SH   SOLE   11,224 0 0
VERISIGN INC COM 92343E102   597,284 2,900 SH   SOLE   2,900 0 0
VERISK ANALYTICS INC COM 92345Y106   505,667 2,117 SH   SOLE   2,117 0 0
VIATRIS INC COM 92556V106   2,164,776 199,887 SH   SOLE   199,887 0 0
VISA INC COM CL A 92826C839   699,300 2,686 SH   SOLE   2,686 0 0
VISTRA CORP COM 92840M102   697,405 18,105 SH   SOLE   18,105 0 0
VITAL ENERGY INC COM 516806205   880,095 19,347 SH   SOLE   19,347 0 0
WALKER & DUNLOP INC COM 93148P102   656,180 5,911 SH   SOLE   5,911 0 0
WESTERN UN CO COM 959802109   503,811 42,266 SH   SOLE   42,266 0 0
WINMARK CORP COM 974250102   597,097 1,430 SH   SOLE   1,430 0 0
WOODWARD INC COM 980745103   526,823 3,870 SH   SOLE   3,870 0 0
XEROX HOLDINGS CORP COM NEW 98421M106   496,211 27,071 SH   SOLE   27,071 0 0
XPO INC COM 983793100   730,939 8,345 SH   SOLE   8,345 0 0