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   2,091,750 25,000 SH   SOLE   25,000 0 0
ELASTIC N V ORD SHS N14506104   1,154,160 18,000 SH   SOLE   18,000 0 0
AEROVIRONMENT INC COM 008073108   2,454,720 24,000 SH   SOLE   24,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,134,900 10,000 SH   SOLE   10,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   2,540,700 45,000 SH   SOLE   45,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   379,880 2,000 SH   SOLE   2,000 0 0
ARISTA NETWORKS INC COM 040413106   1,296,480 8,000 SH   SOLE   8,000 0 0
AVALONBAY CMNTYS INC COM 053484101   1,324,890 7,000 SH   SOLE   7,000 0 0
AVANTOR INC COM 05352A100   575,120 28,000 SH   SOLE   28,000 0 0
BALL CORP COM 058498106   873,150 15,000 SH   SOLE   15,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   890,400 20,000 SH   SOLE   20,000 0 0
BARRICK GOLD CORP COM 067901108   1,354,400 80,000 SH   SOLE   80,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   693,440 8,000 SH   SOLE   8,000 0 0
BIOGEN INC COM 09062X103   854,550 3,000 SH   SOLE   3,000 0 0
CMS ENERGY CORP COM 125896100   2,056,250 35,000 SH   SOLE   35,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,641,640 7,000 SH   SOLE   7,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   2,140,740 42,000 SH   SOLE   42,000 0 0
CAMPBELL SOUP CO COM 134429109   1,097,040 24,000 SH   SOLE   24,000 0 0
CENTENE CORP DEL COM 15135B101   674,500 10,000 SH   SOLE   10,000 0 0
CENTURY CMNTYS INC COM 156504300   919,440 12,000 SH   SOLE   12,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   914,160 6,000 SH   SOLE   6,000 0 0
COHERENT CORP COM 19247G107   1,274,500 25,000 SH   SOLE   25,000 0 0
COMMVAULT SYS INC COM 204166102   798,820 11,000 SH   SOLE   11,000 0 0
CORTEVA INC COM 22052L104   630,300 11,000 SH   SOLE   11,000 0 0
CROWN CASTLE INC COM 22822V101   2,848,500 25,000 SH   SOLE   25,000 0 0
DEXCOM INC COM 252131107   642,550 5,000 SH   SOLE   5,000 0 0
DICKS SPORTING GOODS INC COM 253393102   1,321,900 10,000 SH   SOLE   10,000 0 0
ENCORE WIRE CORP COM 292562105   1,115,580 6,000 SH   SOLE   6,000 0 0
ENPHASE ENERGY INC COM 29355A107   1,674,800 10,000 SH   SOLE   10,000 0 0
ENTERGY CORP NEW COM 29364G103   2,336,880 24,000 SH   SOLE   24,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,312,680 12,000 SH   SOLE   12,000 0 0
FIRSTENERGY CORP COM 337932107   2,527,200 65,000 SH   SOLE   65,000 0 0
FORD MTR CO DEL COM 345370860   1,573,520 104,000 SH   SOLE   104,000 0 0
GUARDANT HEALTH INC COM 40131M109   537,000 15,000 SH   SOLE   15,000 0 0
HALLIBURTON CO COM 406216101   593,820 18,000 SH   SOLE   18,000 0 0
HESS CORP COM 42809H107   679,750 5,000 SH   SOLE   5,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   689,920 64,000 SH   SOLE   64,000 0 0
IDEXX LABS INC COM 45168D104   1,004,460 2,000 SH   SOLE   2,000 0 0
ILLUMINA INC COM 452327109   2,062,390 11,000 SH   SOLE   11,000 0 0
IMPINJ INC COM 453204109   896,500 10,000 SH   SOLE   10,000 0 0
IQVIA HLDGS INC COM 46266C105   1,348,620 6,000 SH   SOLE   6,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   475,560 4,000 SH   SOLE   4,000 0 0
KELLOGG CO COM 487836108   2,291,600 34,000 SH   SOLE   34,000 0 0
KRAFT HEINZ CO COM 500754106   1,846,000 52,000 SH   SOLE   52,000 0 0
KROGER CO COM 501044101   1,786,000 38,000 SH   SOLE   38,000 0 0
LPL FINL HLDGS INC COM 50212V100   1,304,580 6,000 SH   SOLE   6,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   2,182,680 108,000 SH   SOLE   108,000 0 0
M & T BK CORP COM 55261F104   742,560 6,000 SH   SOLE   6,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,846,760 4,000 SH   SOLE   4,000 0 0
MATTEL INC COM 577081102   1,563,200 80,000 SH   SOLE   80,000 0 0
MCKESSON CORP COM 58155Q103   1,281,930 3,000 SH   SOLE   3,000 0 0
METLIFE INC COM 59156R108   3,391,800 60,000 SH   SOLE   60,000 0 0
MICRON TECHNOLOGY INC COM 595112103   1,703,970 27,000 SH   SOLE   27,000 0 0
NEWMONT CORP COM 651639106   1,706,400 40,000 SH   SOLE   40,000 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,367,400 3,000 SH   SOLE   3,000 0 0
OCCIDENTAL PETE CORP COM 674599105   1,411,200 24,000 SH   SOLE   24,000 0 0
PDF SOLUTIONS INC COM 693282105   1,307,900 29,000 SH   SOLE   29,000 0 0
PHILLIPS 66 COM 718546104   953,800 10,000 SH   SOLE   10,000 0 0
PIONEER NAT RES CO COM 723787107   3,522,060 17,000 SH   SOLE   17,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   448,080 4,000 SH   SOLE   4,000 0 0
QUANTA SVCS INC COM 74762E102   785,800 4,000 SH   SOLE   4,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   1,827,280 13,000 SH   SOLE   13,000 0 0
REPUBLIC SVCS INC COM 760759100   1,838,040 12,000 SH   SOLE   12,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,317,800 4,000 SH   SOLE   4,000 0 0
SEAGEN INC COM 81181C104   1,347,220 7,000 SH   SOLE   7,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,022,400 40,000 SH   SOLE   40,000 0 0
SNAP INC CL A 83304A106   592,000 50,000 SH   SOLE   50,000 0 0
SPLUNK INC COM 848637104   1,485,260 14,000 SH   SOLE   14,000 0 0
STATE STR CORP COM 857477103   804,980 11,000 SH   SOLE   11,000 0 0
STEEL DYNAMICS INC COM 858119100   435,720 4,000 SH   SOLE   4,000 0 0
SYNOPSYS INC COM 871607107   1,306,230 3,000 SH   SOLE   3,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,207,400 15,000 SH   SOLE   15,000 0 0
UNUM GROUP COM 91529Y106   1,001,700 21,000 SH   SOLE   21,000 0 0
VALERO ENERGY CORP COM 91913Y100   1,876,800 16,000 SH   SOLE   16,000 0 0
VERISK ANALYTICS INC COM 92345Y106   1,130,150 5,000 SH   SOLE   5,000 0 0
VIASAT INC COM 92552V100   2,475,600 60,000 SH   SOLE   60,000 0 0
VICI PPTYS INC COM 925652109   2,828,700 90,000 SH   SOLE   90,000 0 0
WEC ENERGY GROUP INC COM 92939U106   2,558,960 29,000 SH   SOLE   29,000 0 0
WEBSTER FINL CORP COM 947890109   528,500 14,000 SH   SOLE   14,000 0 0
WESCO INTL INC COM 95082P105   2,148,720 12,000 SH   SOLE   12,000 0 0
WORKDAY INC CL A 98138H101   2,484,790 11,000 SH   SOLE   11,000 0 0
XYLEM INC COM 98419M100   900,960 8,000 SH   SOLE   8,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,164,800 8,000 SH   SOLE   8,000 0 0
ZIONS BANCORPORATION N A COM 989701107   456,620 17,000 SH   SOLE   17,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   2,234,320 88,000 SH   SOLE   88,000 0 0
ZSCALER INC COM 98980G102   1,463,000 10,000 SH   SOLE   10,000 0 0