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
ABERCROMBIE & FITCH CO CL A 002896207   2,223,144 25,200 SH   SOLE   0 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   2,270,400 34,400 SH   SOLE   0 0 0
AIRBNB INC COM CL A 009066101   2,477,748 18,200 SH   SOLE   0 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   2,253,540 106,500 SH   SOLE   0 0 0
ANGI INC COM CL A NEW 00183L102   56,523 22,700 SH   SOLE   0 0 0
APPLOVIN CORP COM CL A 03831W108   2,191,750 55,000 SH   SOLE   0 0 0
ARCHROCK INC COM 03957W106   662,200 43,000 SH   SOLE   0 0 0
ASANA INC CL A 04342Y104   2,188,051 115,100 SH   SOLE   0 0 0
AUTODESK INC COM 052769106   2,215,668 9,100 SH   SOLE   0 0 0
BATH & BODY WORKS INC COM 070830104   2,274,532 52,700 SH   SOLE   0 0 0
BOOKING HOLDINGS INC COM 09857L108   2,483,054 700 SH   SOLE   0 0 0
BOWLERO CORP CL A COM 10258P102   607,464 42,900 SH   SOLE   0 0 0
BUCKLE INC COM 118440106   845,856 17,800 SH   SOLE   0 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   851,394 5,100 SH   SOLE   0 0 0
BURLINGTON STORES INC COM 122017106   2,236,520 11,500 SH   SOLE   0 0 0
CABLE ONE INC COM 12685J105   1,725,429 3,100 SH   SOLE   0 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   784,470 66,200 SH   SOLE   0 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   1,904,096 37,900 SH   SOLE   0 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104   150,508 19,100 SH   SOLE   0 0 0
CARS COM INC COM 14575E105   197,288 10,400 SH   SOLE   0 0 0
CHEMOURS CO COM 163851108   410,020 13,000 SH   SOLE   0 0 0
CHEWY INC CL A 16679L109   2,183,412 92,400 SH   SOLE   0 0 0
CHICOS FAS INC COM 168615102   829,252 109,400 SH   SOLE   0 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   2,515,656 1,100 SH   SOLE   0 0 0
CHOICE HOTELS INTL INC COM 169905106   2,503,930 22,100 SH   SOLE   0 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   452,192 2,600 SH   SOLE   0 0 0
COREBRIDGE FINL INC COM 21871X109   1,054,842 48,700 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,508,304 3,800 SH   SOLE   0 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106   2,135,116 27,700 SH   SOLE   0 0 0
DARDEN RESTAURANTS INC COM 237194105   2,497,360 15,200 SH   SOLE   0 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   2,477,100 46,000 SH   SOLE   0 0 0
DECKERS OUTDOOR CORP COM 243537107   2,072,133 3,100 SH   SOLE   0 0 0
DICKS SPORTING GOODS INC COM 253393102   2,263,030 15,400 SH   SOLE   0 0 0
DILLARDS INC CL A 254067101   1,856,790 4,600 SH   SOLE   0 0 0
DISNEY WALT CO COM 254687106   2,501,033 27,700 SH   SOLE   0 0 0
DOLLAR TREE INC COM 256746108   2,500,080 17,600 SH   SOLE   0 0 0
DOORDASH INC CL A 25809K105   2,462,361 24,900 SH   SOLE   0 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   2,456,925 69,700 SH   SOLE   0 0 0
DUTCH BROS INC CL A 26701L100   2,482,928 78,400 SH   SOLE   0 0 0
ELECTRONIC ARTS INC COM 285512109   2,503,623 18,300 SH   SOLE   0 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   582,464 47,900 SH   SOLE   0 0 0
ETSY INC COM 29786A106   2,091,090 25,800 SH   SOLE   0 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   611,550 45,000 SH   SOLE   0 0 0
EXPEDIA GROUP INC COM NEW 30212P303   2,474,177 16,300 SH   SOLE   0 0 0
FIVE BELOW INC COM 33829M101   2,259,496 10,600 SH   SOLE   0 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   2,231,200 20,000 SH   SOLE   0 0 0
FOOT LOCKER INC COM 344849104   2,264,605 72,700 SH   SOLE   0 0 0
GAP INC COM 364760108   2,252,007 107,700 SH   SOLE   0 0 0
GLOBAL E ONLINE LTD SHS M5216V106   283,790 7,161 SH   SOLE   0 0 0
GODADDY INC CL A 380237107   2,494,760 23,500 SH   SOLE   0 0 0
GRAY TELEVISION INC COM 389375106   302,848 33,800 SH   SOLE   0 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   2,038,176 75,600 SH   SOLE   0 0 0
HILTON GRAND VACATIONS INC COM 43283X105   1,932,658 48,100 SH   SOLE   0 0 0
INTUIT COM 461202103   2,250,108 3,600 SH   SOLE   0 0 0
ISHARES INC MSCI MEXICO ETF 464286822   420,670 6,200 SH   SOLE   0 0 0
ISHARES TR ISHARES BIOTECH 464287556   1,935,863 14,250 SH   SOLE   0 0 0
JACK IN THE BOX INC COM 466367109   424,476 5,200 SH   SOLE   0 0 0
JELD-WEN HLDG INC COM 47580P103   341,728 18,100 SH   SOLE   0 0 0
KINDER MORGAN INC DEL COM 49456B101   9,971,892 565,300 SH   SOLE   0 0 0
KKR & CO INC COM 48251W104   347,970 4,200 SH   SOLE   0 0 0
KOHLS CORP COM 500255104   2,062,092 71,900 SH   SOLE   0 0 0
KRISPY KREME INC COM 50101L106   633,780 42,000 SH   SOLE   0 0 0
LOWES COS INC COM 548661107   2,270,010 10,200 SH   SOLE   0 0 0
MICROSOFT CORP COM 594918104   2,256,240 6,000 SH   SOLE   0 0 0
MISTER CAR WASH INC COM 60646V105   627,264 72,600 SH   SOLE   0 0 0
MONDAY COM LTD SHS M7S64H106   2,197,377 11,700 SH   SOLE   0 0 0
MONGODB INC CL A 60937P106   2,453,100 6,000 SH   SOLE   0 0 0
NAVIENT CORPORATION COM 63938C108   188,062 10,100 SH   SOLE   0 0 0
NETFLIX INC COM 64110L106   2,483,088 5,100 SH   SOLE   0 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   671,594 17,800 SH   SOLE   0 0 0
NIKE INC CL B 654106103   2,062,830 19,000 SH   SOLE   0 0 0
NORDSTROM INC COM 655664100   2,064,555 111,900 SH   SOLE   0 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   2,446,884 122,100 SH   SOLE   0 0 0
NRG ENERGY INC COM NEW 629377508   594,550 11,500 SH   SOLE   0 0 0
OCEANEERING INTL INC COM 675232102   542,640 25,500 SH   SOLE   0 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,990,386 73,800 SH   SOLE   0 0 0
OPEN TEXT CORP COM 683715106   327,756 7,800 SH   SOLE   0 0 0
PENN ENTERTAINMENT INC COM 707569109   2,445,880 94,000 SH   SOLE   0 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105   851,936 269,600 SH   SOLE   0 0 0
PITNEY BOWES INC COM 724479100   184,800 42,000 SH   SOLE   0 0 0
PVH CORPORATION COM 693656100   2,039,404 16,700 SH   SOLE   0 0 0
RALPH LAUREN CORP CL A 751212101   2,047,640 14,200 SH   SOLE   0 0 0
ROSS STORES INC COM 778296103   2,269,596 16,400 SH   SOLE   0 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   2,486,208 19,200 SH   SOLE   0 0 0
SAMSARA INC COM CL A 79589L106   1,114,892 33,400 SH   SOLE   0 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   408,000 6,400 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,942,784 35,100 SH   SOLE   0 0 0
SERVICE CORP INTL COM 817565104   2,491,580 36,400 SH   SOLE   0 0 0
SINCLAIR INC CL A 829242106   147,239 11,300 SH   SOLE   0 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   2,472,987 452,100 SH   SOLE   0 0 0
SLEEP NUMBER CORP COM 83125X103   757,813 51,100 SH   SOLE   0 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   791,322 24,900 SH   SOLE   0 0 0
SPROUTS FMRS MKT INC COM 85208M102   2,516,153 52,300 SH   SOLE   0 0 0
STELLANTIS N.V SHS N82405106   10,046,340 430,238 SH   SOLE   0 0 0
SWEETGREEN INC COM CL A 87043Q108   867,840 76,800 SH   SOLE   0 0 0
TAPESTRY INC COM 876030107   2,050,317 55,700 SH   SOLE   0 0 0
TEXAS ROADHOUSE INC COM 882681109   2,493,492 20,400 SH   SOLE   0 0 0
TITAN INTL INC ILL COM 88830M102   160,704 10,800 SH   SOLE   0 0 0
TRIUMPH GROUP INC NEW COM 896818101   467,556 28,200 SH   SOLE   0 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   209,568 14,800 SH   SOLE   0 0 0
TWILIO INC CL A 90138F102   371,763 4,900 SH   SOLE   0 0 0
UDEMY INC COM 902685106   737,973 50,100 SH   SOLE   0 0 0
ULTA BEAUTY INC COM 90384S303   2,302,953 4,700 SH   SOLE   0 0 0
UNISYS CORP COM NEW 909214306   65,754 11,700 SH   SOLE   0 0 0
VISTA OUTDOOR INC COM 928377100   623,927 21,100 SH   SOLE   0 0 0
VIVID SEATS INC COM CL A 92854T100   607,984 96,200 SH   SOLE   0 0 0
WINGSTOP INC COM 974155103   2,488,826 9,700 SH   SOLE   0 0 0
WW INTL INC COM 98262P101   1,713,250 195,800 SH   SOLE   0 0 0
XPO INC COM 983793100   691,961 7,900 SH   SOLE   0 0 0
ZIPRECRUITER INC CL A 98980B103   257,150 18,500 SH   SOLE   0 0 0