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
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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
ELASTIC N V ORD SHS N14506104   2,993,640 39,000 SH   SOLE   39,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   479,500 5,000 SH   SOLE   5,000 0 0
AEROVIRONMENT INC COM 008073108   1,002,500 5,000 SH   SOLE   5,000 0 0
ALBEMARLE CORP COM 012653101   757,680 8,000 SH   SOLE   8,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   1,921,400 20,000 SH   SOLE   20,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,395,360 6,000 SH   SOLE   6,000 0 0
ARCHER AVIATION INC COM CL A 03945R102   133,320 44,000 SH   SOLE   44,000 0 0
ARISTA NETWORKS INC COM 040413106   3,838,200 10,000 SH   SOLE   10,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   3,432,240 24,000 SH   SOLE   24,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   646,740 9,000 SH   SOLE   9,000 0 0
BARRICK GOLD CORP COM 067901108   1,591,200 80,000 SH   SOLE   80,000 0 0
BEST BUY INC COM 086516101   413,200 4,000 SH   SOLE   4,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   913,770 13,000 SH   SOLE   13,000 0 0
BIOGEN INC COM 09062X103   387,680 2,000 SH   SOLE   2,000 0 0
CBOE GLOBAL MKTS INC COM 12503M108   2,048,700 10,000 SH   SOLE   10,000 0 0
CME GROUP INC COM 12572Q105   1,323,900 6,000 SH   SOLE   6,000 0 0
CMS ENERGY CORP COM 125896100   353,150 5,000 SH   SOLE   5,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,439,270 9,000 SH   SOLE   9,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   1,878,300 45,000 SH   SOLE   45,000 0 0
CAMPBELL SOUP CO COM 134429109   342,440 7,000 SH   SOLE   7,000 0 0
COHERENT CORP COM 19247G107   3,467,490 39,000 SH   SOLE   39,000 0 0
CONSOLIDATED EDISON INC COM 209115104   520,650 5,000 SH   SOLE   5,000 0 0
CROWN CASTLE INC COM 22822V101   2,372,600 20,000 SH   SOLE   20,000 0 0
DTE ENERGY CO COM 233331107   385,230 3,000 SH   SOLE   3,000 0 0
DEXCOM INC COM 252131107   2,815,680 42,000 SH   SOLE   42,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,551,600 9,000 SH   SOLE   9,000 0 0
DOMINION ENERGY INC COM 25746U109   346,740 6,000 SH   SOLE   6,000 0 0
ENTERGY CORP NEW COM 29364G103   394,830 3,000 SH   SOLE   3,000 0 0
EXELON CORP COM 30161N101   446,050 11,000 SH   SOLE   11,000 0 0
EXTREME NETWORKS COM 30226D106   961,920 64,000 SH   SOLE   64,000 0 0
FIFTH THIRD BANCORP COM 316773100   428,400 10,000 SH   SOLE   10,000 0 0
FIRST HORIZON CORPORATION COM 320517105   1,397,700 90,000 SH   SOLE   90,000 0 0
FIRSTENERGY CORP COM 337932107   354,800 8,000 SH   SOLE   8,000 0 0
FORD MTR CO COM 345370860   528,000 50,000 SH   SOLE   50,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   779,100 53,000 SH   SOLE   53,000 0 0
ILLUMINA INC COM 452327109   3,260,250 25,000 SH   SOLE   25,000 0 0
IONQ INC COM 46222L108   131,100 15,000 SH   SOLE   15,000 0 0
IQVIA HLDGS INC COM 46266C105   1,895,760 8,000 SH   SOLE   8,000 0 0
IRON MTN INC DEL COM 46284V101   1,188,300 10,000 SH   SOLE   10,000 0 0
KRAFT HEINZ CO COM 500754106   1,263,960 36,000 SH   SOLE   36,000 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   1,215,000 450,000 SH   SOLE   450,000 0 0
MARATHON OIL CORP COM 565849106   266,300 10,000 SH   SOLE   10,000 0 0
METLIFE INC COM 59156R108   2,474,400 30,000 SH   SOLE   30,000 0 0
MICRON TECHNOLOGY INC COM 595112103   4,148,400 40,000 SH   SOLE   40,000 0 0
NORTHERN TR CORP COM 665859104   360,120 4,000 SH   SOLE   4,000 0 0
PACCAR INC COM 693718108   592,080 6,000 SH   SOLE   6,000 0 0
PHILLIPS 66 COM 718546104   1,314,500 10,000 SH   SOLE   10,000 0 0
QUANTA SVCS INC COM 74762E102   1,788,900 6,000 SH   SOLE   6,000 0 0
ROBLOX CORP CL A 771049103   3,098,200 70,000 SH   SOLE   70,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,342,300 5,000 SH   SOLE   5,000 0 0
SILVACO GROUP INC COM 82728C102   357,500 25,000 SH   SOLE   25,000 0 0
STATE STR CORP COM 857477103   442,350 5,000 SH   SOLE   5,000 0 0
STEEL DYNAMICS INC COM 858119100   756,480 6,000 SH   SOLE   6,000 0 0
SYNOPSYS INC COM 871607107   1,519,170 3,000 SH   SOLE   3,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,459,360 16,000 SH   SOLE   16,000 0 0
VALERO ENERGY CORP COM 91913Y100   1,890,420 14,000 SH   SOLE   14,000 0 0
VICI PPTYS INC COM 925652109   2,331,700 70,000 SH   SOLE   70,000 0 0
VULCAN MATLS CO COM 929160109   500,860 2,000 SH   SOLE   2,000 0 0
WEC ENERGY GROUP INC COM 92939U106   2,693,040 28,000 SH   SOLE   28,000 0 0
WILLIAMS COS INC COM 969457100   684,750 15,000 SH   SOLE   15,000 0 0
WORKDAY INC CL A 98138H101   1,955,280 8,000 SH   SOLE   8,000 0 0
XYLEM INC COM 98419M100   810,180 6,000 SH   SOLE   6,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   4,128,000 400,000 SH   SOLE   400,000 0 0