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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAR CORP COM 000361105 687 19,188 SH   SOLE N/A 19,188 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 1,053 24,972 SH   SOLE N/A 24,972 0 0
AECOM COM 00766T100 4,059 59,371 SH   SOLE N/A 59,371 0 0
AES CORP COM 00130H105 1,458 64,514 SH   SOLE N/A 64,514 0 0
AIR LEASE CORP CL A 00912X302 1,315 42,402 SH   SOLE N/A 42,402 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 724 5,288 SH   SOLE N/A 5,288 0 0
AMAZON COM INC COM 023135106 1,153 10,206 SH   SOLE N/A 10,206 0 0
ANALOG DEVICES INC COM 032654105 1,464 10,507 SH   SOLE N/A 10,507 0 0
ANSYS INC COM 03662Q105 1,442 6,504 SH   SOLE N/A 6,504 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 1,420 30,546 SH   SOLE N/A 30,546 0 0
ARCONIC CORPORATION COM 03966V107 276 16,200 SH   SOLE N/A 16,200 0 0
ASHLAND INC COM 044186104 4,673 49,205 SH   SOLE N/A 49,205 0 0
AUTODESK INC COM 052769106 1,260 6,746 SH   SOLE N/A 6,746 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,566 11,346 SH   SOLE N/A 11,346 0 0
AVERY DENNISON CORP COM 053611109 5,590 34,356 SH   SOLE N/A 34,356 0 0
AXALTA COATING SYS LTD COM G0750C108 632 30,000 SH   SOLE N/A 30,000 0 0
AZEK CO INC CL A 05478C105 1,035 62,262 SH   SOLE N/A 62,262 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477 1,061 50,000 SH   SOLE N/A 50,000 0 0
BAXTER INTL INC COM 071813109 2,411 44,762 SH   SOLE N/A 44,762 0 0
BERRY GLOBAL GROUP INC COM 08579W103 732 15,724 SH   SOLE N/A 15,724 0 0
BIO RAD LABS INC CL A 090572207 1,553 3,723 SH   SOLE N/A 3,723 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,854 25,459 SH   SOLE N/A 25,459 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,142 12,365 SH   SOLE N/A 12,365 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,251 58,112 SH   SOLE N/A 58,112 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,545 50,519 SH   SOLE N/A 50,519 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3,828 39,745 SH   SOLE N/A 39,745 0 0
CACI INTL INC CL A 127190304 1,043 3,994 SH   SOLE N/A 3,994 0 0
CAMECO CORP COM 13321L108 203 7,667 SH   SOLE N/A 7,667 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 1,689 54,243 SH   SOLE N/A 54,243 0 0
CERIDIAN HCM HLDG INC COM 15677J108 209 3,745 SH   SOLE N/A 3,745 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 4,607 41,131 SH   SOLE N/A 41,131 0 0
CISCO SYS INC COM 17275R102 2,349 58,731 SH   SOLE N/A 58,731 0 0
CLEAN HARBORS INC COM 184496107 2,437 22,161 SH   SOLE N/A 22,161 0 0
COMPASS MINERALS INTL INC COM 20451N101 1,219 31,640 SH   SOLE N/A 31,640 0 0
COOPER COS INC COM NEW 216648402 1,777 6,734 SH   SOLE N/A 6,734 0 0
CSX CORP COM 126408103 2,657 99,737 SH   SOLE N/A 99,737 0 0
CURTISS WRIGHT CORP COM 231561101 313 2,250 SH   SOLE N/A 2,250 0 0
DISNEY WALT CO COM 254687106 1,489 15,787 SH   SOLE N/A 15,787 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 243 50,000 SH   SOLE N/A 50,000 0 0
DROPBOX INC CL A 26210C104 1,516 73,179 SH   SOLE N/A 73,179 0 0
EAGLE MATLS INC COM 26969P108 1,308 12,200 SH   SOLE N/A 12,200 0 0
ELECTRONIC ARTS INC COM 285512109 1,162 10,040 SH   SOLE N/A 10,040 0 0
EMCOR GROUP INC COM 29084Q100 5,191 44,953 SH   SOLE N/A 44,953 0 0
EVERBRIDGE INC COM 29978A104 371 12,000 SH Call SOLE N/A 12,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,066 11,378 SH   SOLE N/A 11,378 0 0
FLEX LTD ORD Y2573F102 3,879 232,853 SH   SOLE N/A 232,853 0 0
FLEX LTD ORD Y2573F102 4,165 250,000 SH Call SOLE N/A 250,000 0 0
FLOWSERVE CORP COM 34354P105 608 25,000 SH   SOLE N/A 25,000 0 0
FLUOR CORP NEW COM 343412102 3,306 132,839 SH   SOLE N/A 132,839 0 0
FMC CORP COM NEW 302491303 1,057 10,000 SH   SOLE N/A 10,000 0 0
FORTINET INC COM 34959E109 1,365 27,791 SH   SOLE N/A 27,791 0 0
GENERAL ELECTRIC CO COM NEW 369604301 9,287 150,000 SH Put SOLE N/A 150,000 0 0
GODADDY INC CL A 380237107 1,774 25,026 SH   SOLE N/A 25,026 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 3,688 186,809 SH   SOLE N/A 186,809 0 0
GREEN PLAINS INC COM 393222104 872 30,000 SH   SOLE N/A 30,000 0 0
GREEN PLAINS INC COM 393222104 2,907 100,000 SH Put SOLE N/A 100,000 0 0
HCA HEALTHCARE INC COM 40412C101 1,682 9,151 SH   SOLE N/A 9,151 0 0
HEXCEL CORP NEW COM 428291108 776 15,000 SH   SOLE N/A 15,000 0 0
HOME DEPOT INC COM 437076102 1,380 5,000 SH   SOLE N/A 5,000 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 1,412 22,820 SH   SOLE N/A 22,820 0 0
HUBBELL INC COM 443510607 2,230 10,000 SH   SOLE N/A 10,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 2,529 11,419 SH   SOLE N/A 11,419 0 0
HUNTSMAN CORP COM 447011107 1,380 56,239 SH   SOLE N/A 56,239 0 0
INVESTMENT MANAGERS SER TR I AXS SHORT INNOV 46144X628 1,627 26,291 SH   SOLE N/A 26,291 0 0
IZEA WORLDWIDE INC COM 46604H105 48 67,920 SH   SOLE N/A 67,920 0 0
JABIL INC COM 466313103 560 9,703 SH   SOLE N/A 9,703 0 0
JACOBS SOLUTIONS INC COM 46982L108 502 4,629 SH   SOLE N/A 4,629 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 710 79,623 SH   SOLE N/A 79,623 0 0
JOHNSON CTLS INTL PLC SHS G51502105 441 8,960 SH   SOLE N/A 8,960 0 0
JUNIPER NETWORKS INC COM 48203R104 1,708 65,386 SH   SOLE N/A 65,386 0 0
KBR INC COM 48242W106 1,078 24,943 SH   SOLE N/A 24,943 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,363 8,663 SH   SOLE N/A 8,663 0 0
KIRBY CORP COM 497266106 1,638 26,957 SH   SOLE N/A 26,957 0 0
LEIDOS HOLDINGS INC COM 525327102 3,310 37,843 SH   SOLE N/A 37,843 0 0
LENNOX INTL INC COM 526107107 380 1,707 SH   SOLE N/A 1,707 0 0
LINDE PLC SHS G5494J103 2,157 8,000 SH   SOLE N/A 8,000 0 0
LINDSAY CORP COM 535555106 2,579 18,000 SH   SOLE N/A 18,000 0 0
LOWES COS INC COM 548661107 2,951 15,714 SH   SOLE N/A 15,714 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,646 75,000 SH Put SOLE N/A 75,000 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 2,341 17,127 SH   SOLE N/A 17,127 0 0
MANHATTAN ASSOCIATES INC COM 562750109 1,322 9,936 SH   SOLE N/A 9,936 0 0
MASCO CORP COM 574599106 1,868 40,000 SH   SOLE N/A 40,000 0 0
MASTEC INC COM 576323109 822 12,948 SH   SOLE N/A 12,948 0 0
MATERION CORP COM 576690101 3,520 44,002 SH   SOLE N/A 44,002 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 2,665 43,663 SH   SOLE N/A 43,663 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 2,418 50,394 SH   SOLE N/A 50,394 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 908 156,290 SH   SOLE N/A 156,290 0 0
MOSAIC CO NEW COM 61945C103 4,833 100,000 SH Put SOLE N/A 100,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 745 3,325 SH   SOLE N/A 3,325 0 0
NORDSON CORP COM 655663102 4,025 18,960 SH   SOLE N/A 18,960 0 0
NORFOLK SOUTHN CORP COM 655844108 2,445 11,664 SH   SOLE N/A 11,664 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,292 7,000 SH   SOLE N/A 7,000 0 0
NUSCALE PWR CORP CL A COM 67079K100 129 11,084 SH   SOLE N/A 11,084 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,347 15,908 SH   SOLE N/A 15,908 0 0
OLIN CORP COM PAR $1 680665205 567 13,225 SH   SOLE N/A 13,225 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 1,203 23,316 SH   SOLE N/A 23,316 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,938 31,090 SH   SOLE N/A 31,090 0 0
ORACLE CORP COM 68389X105 2,063 33,773 SH   SOLE N/A 33,773 0 0
PALO ALTO NETWORKS INC COM 697435105 2,625 16,026 SH   SOLE N/A 16,026 0 0
PAYCHEX INC COM 704326107 451 4,018 SH   SOLE N/A 4,018 0 0
PAYCOM SOFTWARE INC COM 70432V102 245 741 SH   SOLE N/A 741 0 0
PAYLOCITY HLDG CORP COM 70438V106 203 840 SH   SOLE N/A 840 0 0
PAYPAL HLDGS INC COM 70450Y103 1,090 12,663 SH   SOLE N/A 12,663 0 0
PEABODY ENERGY CORP COM 704551100 2,318 93,385 SH   SOLE N/A 93,385 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1,315 106,602 SH   SOLE N/A 106,602 0 0
PG&E CORP COM 69331C108 1,571 125,662 SH   SOLE N/A 125,662 0 0
PINTEREST INC CL A 72352L106 848 36,398 SH   SOLE N/A 36,398 0 0
QUALYS INC COM 74758T303 1,196 8,581 SH   SOLE N/A 8,581 0 0
QUANTA SVCS INC COM 74762E102 724 5,686 SH   SOLE N/A 5,686 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 972 11,872 SH   SOLE N/A 11,872 0 0
ROCKET LAB USA INC COM 773122106 777 190,853 SH   SOLE N/A 190,853 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 2,948 73,379 SH   SOLE N/A 73,379 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,961 40,240 SH   SOLE N/A 40,240 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 530 5,996 SH   SOLE N/A 5,996 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 1,260 33,786 SH   SOLE N/A 33,786 0 0
SNOWFLAKE INC CL A 833445109 766 4,508 SH   SOLE N/A 4,508 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 1,114 12,273 SH   SOLE N/A 12,273 0 0
SONOCO PRODS CO COM 835495102 10,816 190,650 SH   SOLE N/A 190,650 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 303 847 SH   SOLE N/A 847 0 0
SPLUNK INC COM 848637104 752 10,000 SH Call SOLE N/A 10,000 0 0
SPLUNK INC COM 848637104 788 10,483 SH   SOLE N/A 10,483 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 1,327 42,882 SH   SOLE N/A 42,882 0 0
SUMMIT MATLS INC CL A 86614U100 363 15,154 SH   SOLE N/A 15,154 0 0
SYLVAMO CORP COMMON STOCK 871332102 678 20,000 SH   SOLE N/A 20,000 0 0
TENARIS S A SPONSORED ADS 88031M109 3,817 147,733 SH   SOLE N/A 147,733 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 1,623 452,047 SH   SOLE N/A 452,047 0 0
TEXAS ROADHOUSE INC COM 882681109 1,331 15,258 SH   SOLE N/A 15,258 0 0
TIMKEN CO COM 887389104 1,771 30,000 SH   SOLE N/A 30,000 0 0
TIMKENSTEEL CORPORATION COM 887399103 450 30,000 SH   SOLE N/A 30,000 0 0
TITAN MACHY INC COM 88830R101 3,158 111,758 SH   SOLE N/A 111,758 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,284 15,773 SH   SOLE N/A 15,773 0 0
TREX CO INC COM 89531P105 3,470 78,969 SH   SOLE N/A 78,969 0 0
TRIUMPH GROUP INC NEW COM 896818101 442 51,473 SH   SOLE N/A 51,473 0 0
UBER TECHNOLOGIES INC COM 90353T100 928 35,036 SH   SOLE N/A 35,036 0 0
UNION PAC CORP COM 907818108 2,358 12,101 SH   SOLE N/A 12,101 0 0
UNIVAR SOLUTIONS INC COM 91336L107 2,200 96,732 SH   SOLE N/A 96,732 0 0
VAIL RESORTS INC COM 91879Q109 1,727 8,009 SH   SOLE N/A 8,009 0 0
VALMONT INDS INC COM 920253101 8,374 31,173 SH   SOLE N/A 31,173 0 0
VARONIS SYS INC COM 922280102 1,565 59,028 SH   SOLE N/A 59,028 0 0
VENATOR MATLS PLC SHS G9329Z100 158 180,000 SH   SOLE N/A 180,000 0 0
VULCAN MATLS CO COM 929160109 5,018 31,817 SH   SOLE N/A 31,817 0 0
WABTEC COM 929740108 603 7,408 SH   SOLE N/A 7,408 0 0
WATSCO INC COM 942622200 357 1,386 SH   SOLE N/A 1,386 0 0
WENDYS CO COM 95058W100 1,989 106,444 SH   SOLE N/A 106,444 0 0
WOODWARD INC COM 980745103 1,605 20,000 SH   SOLE N/A 20,000 0 0
WORKDAY INC CL A 98138H101 1,192 7,834 SH   SOLE N/A 7,834 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 2,262 32,234 SH   SOLE N/A 32,234 0 0
WORTHINGTON INDS INC COM 981811102 349 9,144 SH   SOLE N/A 9,144 0 0
YUM BRANDS INC COM 988498101 2,446 23,000 SH   SOLE N/A 23,000 0 0
ZILLOW GROUP INC CL A 98954M101 859 30,000 SH Call SOLE N/A 30,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,961 18,759 SH   SOLE N/A 18,759 0 0
ZIPRECRUITER INC CL A 98980B103 170 10,323 SH   SOLE N/A 10,323 0 0
ZSCALER INC COM 98980G102 445 2,709 SH   SOLE N/A 2,709 0 0