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
AMBARELLA INC SHS G037AX101 674 12,000 SH   SOLE   12,000 0 0
ELASTIC N V ORD SHS N14506104 1,076 15,000 SH   SOLE   15,000 0 0
AEROVIRONMENT INC COM 008073108 1,417 17,000 SH   SOLE   17,000 0 0
ALBEMARLE CORP COM 012653101 1,058 4,000 SH   SOLE   4,000 0 0
ALLSTATE CORP COM 020002101 1,370 11,000 SH   SOLE   11,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 400 2,000 SH   SOLE   2,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 805 10,000 SH   SOLE   10,000 0 0
ARISTA NETWORKS INC COM 040413106 3,161 28,000 SH   SOLE   28,000 0 0
AVANTOR INC COM 05352A100 549 28,000 SH   SOLE   28,000 0 0
BANKUNITED INC COM 06652K103 820 24,000 SH   SOLE   24,000 0 0
BARRICK GOLD CORP COM 067901108 1,070 69,000 SH   SOLE   69,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 932 11,000 SH   SOLE   11,000 0 0
BIOGEN INC COM 09062X103 534 2,000 SH   SOLE   2,000 0 0
CMS ENERGY CORP COM 125896100 2,621 45,000 SH   SOLE   45,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,798 11,000 SH   SOLE   11,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 258 8,000 SH   SOLE   8,000 0 0
CAMECO CORP COM 13321L108 742 28,000 SH   SOLE   28,000 0 0
CAMPBELL SOUP CO COM 134429109 2,168 46,000 SH   SOLE   46,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 853 24,000 SH   SOLE   24,000 0 0
CATALENT INC COM 148806102 1,158 16,000 SH   SOLE   16,000 0 0
CENTENE CORP DEL COM 15135B101 1,556 20,000 SH   SOLE   20,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,161 7,000 SH   SOLE   7,000 0 0
CITIZENS FINL GROUP INC COM 174610105 1,203 35,000 SH   SOLE   35,000 0 0
COMMVAULT SYS INC COM 204166102 1,008 19,000 SH   SOLE   19,000 0 0
CORTEVA INC COM 22052L104 1,314 23,000 SH   SOLE   23,000 0 0
DEXCOM INC COM 252131107 1,128 14,000 SH   SOLE   14,000 0 0
DICKS SPORTING GOODS INC COM 253393102 3,035 29,000 SH   SOLE   29,000 0 0
DOMINION ENERGY INC COM 25746U109 2,834 41,000 SH   SOLE   41,000 0 0
ENTERGY CORP NEW COM 29364G103 2,214 22,000 SH   SOLE   22,000 0 0
ETSY INC COM 29786A106 2,503 25,000 SH   SOLE   25,000 0 0
FEDEX CORP COM 31428X106 594 4,000 SH   SOLE   4,000 0 0
FIRSTENERGY CORP COM 337932107 2,627 71,000 SH   SOLE   71,000 0 0
FORD MTR CO DEL COM 345370860 2,061 184,000 SH   SOLE   184,000 0 0
GENERAC HLDGS INC COM 368736104 1,069 6,000 SH   SOLE   6,000 0 0
GENERAL DYNAMICS CORP COM 369550108 849 4,000 SH   SOLE   4,000 0 0
GUARDANT HEALTH INC COM 40131M109 969 18,000 SH   SOLE   18,000 0 0
HALLIBURTON CO COM 406216101 591 24,000 SH   SOLE   24,000 0 0
HESS CORP COM 42809H107 2,180 20,000 SH   SOLE   20,000 0 0
HUBSPOT INC COM 443573100 810 3,000 SH   SOLE   3,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,781 211,000 SH   SOLE   211,000 0 0
ILLUMINA INC COM 452327109 572 3,000 SH   SOLE   3,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 545 6,000 SH   SOLE   6,000 0 0
IQVIA HLDGS INC COM 46266C105 1,630 9,000 SH   SOLE   9,000 0 0
JACOBS SOLUTIONS INC COM 46982L108 1,519 14,000 SH   SOLE   14,000 0 0
KELLOGG CO COM 487836108 2,229 32,000 SH   SOLE   32,000 0 0
KRAFT HEINZ CO COM 500754106 2,234 67,000 SH   SOLE   67,000 0 0
KROGER CO COM 501044101 1,575 36,000 SH   SOLE   36,000 0 0
LPL FINL HLDGS INC COM 50212V100 1,966 9,000 SH   SOLE   9,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 1,338 51,000 SH   SOLE   51,000 0 0
M & T BK CORP COM 55261F104 2,821 16,000 SH   SOLE   16,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,288 4,000 SH   SOLE   4,000 0 0
MATTEL INC COM 577081102 2,008 106,000 SH   SOLE   106,000 0 0
MCKESSON CORP COM 58155Q103 3,059 9,000 SH   SOLE   9,000 0 0
METLIFE INC COM 59156R108 3,221 53,000 SH   SOLE   53,000 0 0
MICRON TECHNOLOGY INC COM 595112103 802 16,000 SH   SOLE   16,000 0 0
NETFLIX INC COM 64110L106 3,061 13,000 SH   SOLE   13,000 0 0
RITHM CAPITAL CORP COM NEW 64828T201 769 105,000 SH   SOLE   105,000 0 0
NEWMONT CORP COM 651639106 1,051 25,000 SH   SOLE   25,000 0 0
NORDSON CORP COM 655663102 849 4,000 SH   SOLE   4,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,881 4,000 SH   SOLE   4,000 0 0
OCCIDENTAL PETE CORP COM 674599105 2,274 37,000 SH   SOLE   37,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,309 21,000 SH   SOLE   21,000 0 0
PDF SOLUTIONS INC COM 693282105 908 37,000 SH   SOLE   37,000 0 0
PALO ALTO NETWORKS INC COM 697435105 2,004 12,234 SH   SOLE   12,234 0 0
PIONEER NAT RES CO COM 723787107 2,165 10,000 SH   SOLE   10,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,887 22,000 SH   SOLE   22,000 0 0
RAMBUS INC DEL COM 750917106 381 15,000 SH   SOLE   15,000 0 0
REPUBLIC SVCS INC COM 760759100 2,449 18,000 SH   SOLE   18,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,076 5,000 SH   SOLE   5,000 0 0
ROKU INC COM CL A 77543R102 508 9,000 SH   SOLE   9,000 0 0
SEAGEN INC COM 81181C104 1,231 9,000 SH   SOLE   9,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 862 40,000 SH   SOLE   40,000 0 0
SPLUNK INC COM 848637104 1,429 19,000 SH   SOLE   19,000 0 0
STEEL DYNAMICS INC COM 858119100 1,419 20,000 SH   SOLE   20,000 0 0
SYNOPSYS INC COM 871607107 1,680 5,500 SH   SOLE   5,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,308 12,000 SH   SOLE   12,000 0 0
TWITTER INC COM 90184L102 701 16,000 SH   SOLE   16,000 0 0
VALERO ENERGY CORP COM 91913Y100 748 7,000 SH   SOLE   7,000 0 0
VENTAS INC COM 92276F100 1,285 32,000 SH   SOLE   32,000 0 0
VERISK ANALYTICS INC COM 92345Y106 1,535 9,000 SH   SOLE   9,000 0 0
VICI PPTYS INC COM 925652109 2,388 80,000 SH   SOLE   80,000 0 0
WEC ENERGY GROUP INC COM 92939U106 2,683 30,000 SH   SOLE   30,000 0 0
WESCO INTL INC COM 95082P105 1,433 12,000 SH   SOLE   12,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,856 65,000 SH   SOLE   65,000 0 0
WOLFSPEED INC COM 977852102 1,550 15,000 SH   SOLE   15,000 0 0
WORKDAY INC CL A 98138H101 2,192 14,400 SH   SOLE   14,400 0 0
XYLEM INC COM 98419M100 1,398 16,000 SH   SOLE   16,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,359 13,000 SH   SOLE   13,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 583 14,000 SH   SOLE   14,000 0 0
ZSCALER INC COM 98980G102 822 5,000 SH   SOLE   5,000 0 0