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
AMBARELLA INC SHS G037AX101   2,302,440 28,000 SH   SOLE   28,000 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   910,400 8,000 SH   SOLE   8,000 0 0
ELASTIC N V ORD SHS N14506104   618,000 12,000 SH   SOLE   12,000 0 0
AEROVIRONMENT INC COM 008073108   1,456,220 17,000 SH   SOLE   17,000 0 0
ALBEMARLE CORP COM 012653101   867,440 4,000 SH   SOLE   4,000 0 0
ALLSTATE CORP COM 020002101   2,034,000 15,000 SH   SOLE   15,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   475,300 2,000 SH   SOLE   2,000 0 0
ARISTA NETWORKS INC COM 040413106   2,427,000 20,000 SH   SOLE   20,000 0 0
AVALONBAY CMNTYS INC COM 053484101   1,130,640 7,000 SH   SOLE   7,000 0 0
AVANTOR INC COM 05352A100   590,520 28,000 SH   SOLE   28,000 0 0
BALL CORP COM 058498106   1,022,800 20,000 SH   SOLE   20,000 0 0
BARRICK GOLD CORP COM 067901108   2,130,320 124,000 SH   SOLE   124,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   1,138,390 11,000 SH   SOLE   11,000 0 0
BIOGEN INC COM 09062X103   830,760 3,000 SH   SOLE   3,000 0 0
CMS ENERGY CORP COM 125896100   2,596,530 41,000 SH   SOLE   41,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,606,400 10,000 SH   SOLE   10,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   665,600 16,000 SH   SOLE   16,000 0 0
CAMECO CORP COM 13321L108   453,400 20,000 SH   SOLE   20,000 0 0
CAMPBELL SOUP CO COM 134429109   1,362,000 24,000 SH   SOLE   24,000 0 0
CELANESE CORP DEL COM 150870103   715,680 7,000 SH   SOLE   7,000 0 0
CENTENE CORP DEL COM 15135B101   1,640,200 20,000 SH   SOLE   20,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,049,720 7,000 SH   SOLE   7,000 0 0
CHURCH & DWIGHT CO INC COM 171340102   1,692,810 21,000 SH   SOLE   21,000 0 0
COMMVAULT SYS INC COM 204166102   1,005,440 16,000 SH   SOLE   16,000 0 0
CONAGRA BRANDS INC COM 205887102   2,244,600 58,000 SH   SOLE   58,000 0 0
CORTEVA INC COM 22052L104   1,351,940 23,000 SH   SOLE   23,000 0 0
CROWN CASTLE INC COM 22822V101   2,034,600 15,000 SH   SOLE   15,000 0 0
CULLEN FROST BANKERS INC COM 229899109   1,069,600 8,000 SH   SOLE   8,000 0 0
DEXCOM INC COM 252131107   2,038,320 18,000 SH   SOLE   18,000 0 0
DICKS SPORTING GOODS INC COM 253393102   2,405,800 20,000 SH   SOLE   20,000 0 0
DOCUSIGN INC COM 256163106   775,880 14,000 SH   SOLE   14,000 0 0
ENPHASE ENERGY INC COM 29355A107   529,920 2,000 SH   SOLE   2,000 0 0
ENTERGY CORP NEW COM 29364G103   3,487,500 31,000 SH   SOLE   31,000 0 0
ETSY INC COM 29786A106   1,197,800 10,000 SH   SOLE   10,000 0 0
FEDEX CORP COM 31428X106   1,732,000 10,000 SH   SOLE   10,000 0 0
FIRSTENERGY CORP COM 337932107   3,522,960 84,000 SH   SOLE   84,000 0 0
FORD MTR CO DEL COM 345370860   1,558,420 134,000 SH   SOLE   134,000 0 0
GENERAL DYNAMICS CORP COM 369550108   992,440 4,000 SH   SOLE   4,000 0 0
GUARDANT HEALTH INC COM 40131M109   816,000 30,000 SH   SOLE   30,000 0 0
HALLIBURTON CO COM 406216101   708,300 18,000 SH   SOLE   18,000 0 0
HESS CORP COM 42809H107   1,701,840 12,000 SH   SOLE   12,000 0 0
HUBSPOT INC COM 443573100   1,445,650 5,000 SH   SOLE   5,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   2,636,700 187,000 SH   SOLE   187,000 0 0
IDEXX LABS INC COM 45168D104   1,631,840 4,000 SH   SOLE   4,000 0 0
ILLUMINA INC COM 452327109   808,800 4,000 SH   SOLE   4,000 0 0
IQVIA HLDGS INC COM 46266C105   1,229,340 6,000 SH   SOLE   6,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   480,280 4,000 SH   SOLE   4,000 0 0
KELLOGG CO COM 487836108   1,994,720 28,000 SH   SOLE   28,000 0 0
KRAFT HEINZ CO COM 500754106   1,587,690 39,000 SH   SOLE   39,000 0 0
KROGER CO COM 501044101   1,292,820 29,000 SH   SOLE   29,000 0 0
LPL FINL HLDGS INC COM 50212V100   1,297,020 6,000 SH   SOLE   6,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   1,534,950 81,000 SH   SOLE   81,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,351,880 4,000 SH   SOLE   4,000 0 0
MATTEL INC COM 577081102   1,427,200 80,000 SH   SOLE   80,000 0 0
MCKESSON CORP COM 58155Q103   1,875,600 5,000 SH   SOLE   5,000 0 0
METLIFE INC COM 59156R108   3,907,980 54,000 SH   SOLE   54,000 0 0
MICRON TECHNOLOGY INC COM 595112103   349,860 7,000 SH   SOLE   7,000 0 0
NETFLIX INC COM 64110L106   2,359,040 8,000 SH   SOLE   8,000 0 0
NEWMONT CORP COM 651639106   1,463,200 31,000 SH   SOLE   31,000 0 0
NORDSON CORP COM 655663102   950,880 4,000 SH   SOLE   4,000 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,636,830 3,000 SH   SOLE   3,000 0 0
OCCIDENTAL PETE CORP COM 674599105   1,511,760 24,000 SH   SOLE   24,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,309,770 21,000 SH   SOLE   21,000 0 0
PDF SOLUTIONS INC COM 693282105   1,055,240 37,000 SH   SOLE   37,000 0 0
PIONEER NAT RES CO COM 723787107   1,598,730 7,000 SH   SOLE   7,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   436,240 4,000 SH   SOLE   4,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   2,033,720 13,000 SH   SOLE   13,000 0 0
REPUBLIC SVCS INC COM 760759100   2,321,820 18,000 SH   SOLE   18,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,287,850 5,000 SH   SOLE   5,000 0 0
ROGERS CORP COM 775133101   716,040 6,000 SH   SOLE   6,000 0 0
SEAGEN INC COM 81181C104   899,570 7,000 SH   SOLE   7,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,578,880 64,000 SH   SOLE   64,000 0 0
SPLUNK INC COM 848637104   1,119,170 13,000 SH   SOLE   13,000 0 0
STATE STR CORP COM 857477103   1,318,690 17,000 SH   SOLE   17,000 0 0
STEEL DYNAMICS INC COM 858119100   977,000 10,000 SH   SOLE   10,000 0 0
SYNOPSYS INC COM 871607107   1,436,805 4,500 SH   SOLE   4,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   833,040 8,000 SH   SOLE   8,000 0 0
VALERO ENERGY CORP COM 91913Y100   1,268,600 10,000 SH   SOLE   10,000 0 0
VEEVA SYS INC CL A COM 922475108   484,140 3,000 SH   SOLE   3,000 0 0
VERISK ANALYTICS INC COM 92345Y106   1,587,780 9,000 SH   SOLE   9,000 0 0
VICI PPTYS INC COM 925652109   2,916,000 90,000 SH   SOLE   90,000 0 0
WEC ENERGY GROUP INC COM 92939U106   3,562,880 38,000 SH   SOLE   38,000 0 0
WESCO INTL INC COM 95082P105   1,502,400 12,000 SH   SOLE   12,000 0 0
WOLFSPEED INC COM 977852102   966,560 14,000 SH   SOLE   14,000 0 0
WORKDAY INC CL A 98138H101   2,342,620 14,000 SH   SOLE   14,000 0 0
XYLEM INC COM 98419M100   1,769,120 16,000 SH   SOLE   16,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   892,500 7,000 SH   SOLE   7,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   903,300 30,000 SH   SOLE   30,000 0 0
ZSCALER INC COM 98980G102   335,700 3,000 SH   SOLE   3,000 0 0