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
JOHNSON CTLS INTL PLC SHS G51502105 234 4,727 SH   SOLE   4,727 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 353 6,200 SH   SOLE   6,200 0 0
QIAGEN NV SHS NEW N72482123 163 3,958 SH   SOLE   3,958 0 0
CIGNA CORP NEW COM 125523100 338 1,205 SH   SOLE   1,205 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 140 270 SH   SOLE   270 0 0
ZOETIS INC CL A 98978V103 244 1,617 SH   SOLE   1,617 0 0
KLA CORP COM NEW 482480100 154 494 SH   SOLE   494 0 0
DARLING INGREDIENTS INC COM 237266101 377 5,678 SH   SOLE   5,678 0 0
LINDE PLC SHS G5494J103 362 1,342 SH   SOLE   1,342 0 0
INTUIT COM 461202103 206 520 SH   SOLE   520 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 378 19,189 SH   SOLE   19,189 0 0
IONQ INC COM 46222L108 17 3,603 SH   SOLE   3,603 0 0
MASTERCARD INCORPORATED CL A 57636Q104 125 436 SH   SOLE   436 0 0
STRYKER CORPORATION COM 863667101 310 1,508 SH   SOLE   1,508 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 283 3,851 SH   SOLE   3,851 0 0
MICROSOFT CORP COM 594918104 145 612 SH   SOLE   612 0 0
ABBVIE INC COM 00287Y109 261 1,831 SH   SOLE   1,831 0 0
ICON PLC SHS G4705A100 165 897 SH   SOLE   897 0 0
SERVICE CORP INTL COM 817565104 275 4,736 SH   SOLE   4,736 0 0
AON PLC SHS CL A G0403H108 224 826 SH   SOLE   826 0 0
SCHWAB CHARLES CORP COM 808513105 332 4,572 SH   SOLE   4,572 0 0
INSTALLED BLDG PRODS INC COM 45780R101 137 1,683 SH   SOLE   1,683 0 0
DEERE & CO COM 244199105 316 928 SH   SOLE   928 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 23 2,727 SH   SOLE   2,727 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 313 3,442 SH   SOLE   3,442 0 0
ENBRIDGE INC COM 29250N105 2,640 70,000 SH   SOLE   70,000 0 0
MOSAIC CO NEW COM 61945C103 2,567 53,000 SH   SOLE   53,000 0 0
NEXTERA ENERGY INC COM 65339F101 2,903 36,300 SH   SOLE   36,300 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 3,338 140,000 SH   SOLE   140,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,170 52,000 SH   SOLE   52,000 0 0
CF INDS HLDGS INC COM 125269100 3,111 32,000 SH   SOLE   32,000 0 0
PHILLIPS 66 COM 718546104 2,582 32,000 SH   SOLE   32,000 0 0
CORTEVA INC COM 22052L104 3,718 65,000 SH   SOLE   65,000 0 0
SYNOPSYS INC COM 871607107 3,866 12,500 SH   SOLE   12,500 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 265 9,185 SH   SOLE   9,185 0 0
NUCOR CORP COM 670346105 2,528 24,000 SH   SOLE   24,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,885 8,000 SH   SOLE   8,000 0 0
PHILIP MORRIS INTL INC COM 718172109 2,301 26,700 SH   SOLE   26,700 0 0
STEEL DYNAMICS INC COM 858119100 2,829 40,000 SH   SOLE   40,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2,305 210,000 SH   SOLE   210,000 0 0
EXXON MOBIL CORP COM 30231G102 2,838 32,000 SH   SOLE   32,000 0 0
ARCH RESOURCES INC CL A 03940R107 2,448 20,000 SH   SOLE   20,000 0 0
SEMPRA COM 816851109 2,819 18,600 SH   SOLE   18,600 0 0
MERCK & CO INC COM 58933Y105 3,121 36,000 SH   SOLE   36,000 0 0
ENPHASE ENERGY INC COM 29355A107 2,361 8,500 SH   SOLE   8,500 0 0
LOWES COS INC COM 548661107 762 4,000 SH   SOLE   4,000 0 0
PERRIGO CO PLC SHS G97822103 142 3,965 SH   SOLE   3,965 0 0
TC ENERGY CORP COM 87807B107 3,086 75,000 SH   SOLE   75,000 0 0
NORFOLK SOUTHN CORP COM 655844108 2,684 12,500 SH   SOLE   12,500 0 0
WEC ENERGY GROUP INC COM 92939U106 3,674 40,000 SH   SOLE   40,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 4,187 130,000 SH   SOLE   130,000 0 0
UNION PAC CORP COM 907818108 2,989 15,000 SH   SOLE   15,000 0 0
WILLIAMS COS INC COM 969457100 4,924 170,000 SH   SOLE   170,000 0 0
NISOURCE INC COM 65473P105 1,558 60,000 SH   SOLE   60,000 0 0
XCEL ENERGY INC COM 98389B100 5,228 80,000 SH   SOLE   80,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,275 20,000 SH   SOLE   20,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,329 16,000 SH   SOLE   16,000 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 6,050 230,000 SH   SOLE   230,000 0 0
ENTERGY CORP NEW COM 29364G103 2,465 24,000 SH   SOLE   24,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 743 45,350 SH   SOLE   45,350 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107 528 12,950 SH   SOLE   12,950 0 0
ROYAL GOLD INC COM 780287108 809 8,700 SH   SOLE   8,700 0 0
KIRBY CORP COM 497266106 1,013 16,800 SH   SOLE   16,800 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 1,692 108,650 SH   SOLE   108,650 0 0
PACIRA BIOSCIENCES INC COM 695127100 1,262 23,250 SH   SOLE   23,250 0 0
MGP INGREDIENTS INC NEW COM 55303J106 2,029 19,500 SH   SOLE   19,500 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 253 7,400 SH   SOLE   7,400 0 0
SEALED AIR CORP NEW COM 81211K100 1,391 31,300 SH   SOLE   31,300 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,195 16,050 SH   SOLE   16,050 0 0
WNS HLDGS LTD SPON ADR 92932M101 1,718 21,400 SH   SOLE   21,400 0 0
PALOMAR HLDGS INC COM 69753M105 473 5,500 SH   SOLE   5,500 0 0
KADANT INC COM 48282T104 542 3,240 SH   SOLE   3,240 0 0
WINTRUST FINL CORP COM 97650W108 288 3,525 SH   SOLE   3,525 0 0
E L F BEAUTY INC COM 26856L103 916 24,400 SH   SOLE   24,400 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 536 12,000 SH   SOLE   12,000 0 0
NOVA LTD COM M7516K103 610 7,010 SH   SOLE   7,010 0 0
IDACORP INC COM 451107106 1,430 14,200 SH   SOLE   14,200 0 0
SIMPLY GOOD FOODS CO COM 82900L102 1,588 49,450 SH   SOLE   49,450 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1,338 28,000 SH   SOLE   28,000 0 0
LAUDER ESTEE COS INC CL A 518439104 429 1,957 SH   SOLE   1,957 0 0
JPMORGAN CHASE & CO COM 46625H100 422 3,972 SH   SOLE   3,972 0 0
UNITED RENTALS INC COM 911363109 403 1,493 SH   SOLE   1,493 0 0
TARGET CORP COM 87612E106 270 1,779 SH   SOLE   1,779 0 0
BROADCOM INC COM 11135F101 481 1,069 SH   SOLE   1,069 0 0
SILICON LABORATORIES INC COM 826919102 257 2,065 SH   SOLE   2,065 0 0
PAYPAL HLDGS INC COM 70450Y103 292 3,287 SH   SOLE   3,287 0 0
NVIDIA CORPORATION COM 67066G104 571 4,670 SH   SOLE   4,670 0 0
VISA INC COM CL A 92826C839 476 2,641 SH   SOLE   2,641 0 0
METLIFE INC COM 59156R108 900 14,732 SH   SOLE   14,732 0 0
GILEAD SCIENCES INC COM 375558103 552 8,746 SH   SOLE   8,746 0 0
EVERSOURCE ENERGY COM 30040W108 3,733 46,878 SH   SOLE   46,878 0 0
CISCO SYS INC COM 17275R102 3,690 90,917 SH   SOLE   90,917 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100 15 15,000 SH   SOLE   15,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118 369 75,000 SH   SOLE   75,000 0 0
CLEARWAY ENERGY INC CL A 18539C105 2,163 75,000 SH   SOLE   75,000 0 0
ENETI INC COM Y2294C107 231 35,000 SH   SOLE   35,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 41,879 298,000 SH   SOLE   298,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 43,449 650,000 SH   SOLE   650,000 0 0
PULTE GROUP INC COM 745867101 37,939 995,000 SH   SOLE   995,000 0 0
SCHLUMBERGER LTD COM 806857108 31,847 885,000 SH   SOLE   885,000 0 0
LIVE NATION ENTERTAIN IN COM 538034109 35,647 474,000 SH   SOLE   474,000 0 0
RAYMOND JAMES FINL INC COM 754730109 51,693 526,000 SH   SOLE   526,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 24,952 1,373,656 SH   SOLE   1,373,656 0 0
UNITEDHEALTH GROUP INC COM 91324P102 42,276 83,000 SH   SOLE   83,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 45,105 688,356 SH   SOLE   688,356 0 0
GLOBAL PMTS INC COM 37940X102 35,056 320,163 SH   SOLE   320,163 0 0
FIDELITY NATL INFORMATIVE SV COM 31620M106 35,828 468,002 SH   SOLE   468,002 0 0
CBRE GROUP INC CL A 12504L109 36,631 540,000 SH   SOLE   540,000 0 0
WEX INC COM 96208T104 33,238 254,000 SH   SOLE   254,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 47,427 286,873 SH   SOLE   286,873 0 0
FULLER H B CO COM 359694106 43,960 727,088 SH   SOLE   727,088 0 0
HCA HEALTHCARE INC COM 40412C101 43,012 229,000 SH   SOLE   229,000 0 0
VULCAN MATLS CO COM 929160109 46,408 294,000 SH   SOLE   294,000 0 0
WATSCO INC COM 942622200 50,094 195,800 SH   SOLE   195,800 0 0
CHARLES RIV LABS INTL INC COM 159864107 21,102 111,000 SH   SOLE   111,000 0 0
WESCO INTL INC COM 95082P105 45,712 391,017 SH   SOLE   391,017 0 0
DESCARTES SYS GROUP INC COM 249906108 18,872 294,000 SH   SOLE   294,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 33,535 330,800 SH   SOLE   330,800 0 0
M & T BK CORP COM 55261F104 58,248 333,200 SH   SOLE   333,200 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 33,049 365,000 SH   SOLE   365,000 0 0
IQVIA HLDGS INC COM 46266C105 30,168 166,000 SH   SOLE   166,000 0 0
WASTE CONNECTIONS INC COM 94106B101 52,474 382,952 SH   SOLE   382,952 0 0
TRANSUNION COM 89400J107 23,325 391,000 SH   SOLE   391,000 0 0
POOL CORP COM 73278L105 37,589 119,000 SH   SOLE   119,000 0 0
FORWARD AIR CORP COM 349853101 5,263 57,271 SH   SOLE   57,271 0 0
AZEK CO INC CL A 05478C105 1,120 67,207 SH   SOLE   67,207 0 0
SPROUT SOCIAL INC COM 85209W109 1,834 30,514 SH   SOLE   30,514 0 0
APPIAN CORP CL A 03782L101 527 12,791 SH   SOLE   12,791 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 8,337 932,503 SH   SOLE   932,503 0 0
MAXCYTE INC COM 57777K106 1,605 255,395 SH   SOLE   255,395 0 0
ALPHA TEKNOVA INC COM 02080L102 906 265,934 SH   SOLE   265,934 0 0
LGI HOMES INC COM 50187T106 2,145 26,328 SH   SOLE   26,328 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,401 38,700 SH   SOLE   38,700 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 1,571 51,600 SH   SOLE   51,600 0 0
FRESHPET INC COM 358039105 1,456 29,018 SH   SOLE   29,018 0 0
STERLING CHECK CORP COM 85917T109 2,384 130,342 SH   SOLE   130,342 0 0
LOVESACPANY COM 54738L109 1,199 58,298 SH   SOLE   58,298 0 0
GOOSEHEAD INS INC COM 38267D109 587 16,322 SH   SOLE   16,322 0 0
PORCH GROUP INC COM 733245104 254 114,259 SH   SOLE   114,259 0 0
LATHAM GROUP INC COM 51819L107 780 206,559 SH   SOLE   206,559 0 0
PHREESIA INC COM 71944F106 1,171 46,248 SH   SOLE   46,248 0 0
FORESTAR GROUP INC COM 346232101 2,314 200,609 SH   SOLE   200,609 0 0
TENABLE HLDGS INC COM 88025T102 1,872 53,977 SH   SOLE   53,977 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 1,138 51,142 SH   SOLE   51,142 0 0
BOX INC CL A 10316T104 1,310 53,197 SH   SOLE   53,197 0 0
SIMILARWEB LTD SHS M84137104 1,626 265,855 SH   SOLE   265,855 0 0
KINSALE CAP GROUP INC COM 49714P108 2,910 11,243 SH   SOLE   11,243 0 0
PUBMATIC INC COM CL A 74467Q103 1,183 68,647 SH   SOLE   68,647 0 0
GITLAB INC CLASS A COM 37637K108 849 16,162 SH   SOLE   16,162 0 0
NORWEGIAN CRUISE LINE HLDG LINE HLDG L SHS G66721104 3,420 246,660 SH   SOLE   246,660 0 0
CERTARA INC COM 15687V109 4,001 300,724 SH   SOLE   300,724 0 0
HUB GROUP INC CL A 443320106 3,954 55,618 SH   SOLE   55,618 0 0
UPWORK INC COM 91688F104 1,553 112,357 SH   SOLE   112,357 0 0
FLYWIRE CORPORATION COM VTG 302492103 1,729 76,542 SH   SOLE   76,542 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 3,106 131,181 SH   SOLE   131,181 0 0
LEGALZOOM INC COM 52466B103 1,297 148,443 SH   SOLE   148,443 0 0
WORLD FUEL SVCS CORP COM 981475106 4,110 171,234 SH   SOLE   171,234 0 0
CANO HEALTH INC COM C 13781Y103 1,640 189,106 SH   SOLE   189,106 0 0
MEDPACE HLDGS INC COM 58506Q109 6,911 44,236 SH   SOLE   44,236 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 9,921 346,755 SH   SOLE   346,755 0 0
NEURONETICS INC COM 64131A105 887 303,745 SH   SOLE   303,745 0 0
DOXIMITY INC CL A 26622P107 982 30,654 SH   SOLE   30,654 0 0
CAREDX INC COM 14167L103 742 43,374 SH   SOLE   43,374 0 0
COURSERA INC COM 22266M104 328 29,935 SH   SOLE   29,935 0 0
PENNANT GROUP INC COM 70805E109 1,099 101,941 SH   SOLE   101,941 0 0
VERACYTE INC COM 92337F107 736 44,176 SH   SOLE   44,176 0 0
CASTLE BIOSCIENCES INC COM 14843C105 1,331 52,282 SH   SOLE   52,282 0 0
HIRERIGHT HOLDINGS CORPORATI COM 433537107 1,181 74,303 SH   SOLE   74,303 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 2,521 35,395 SH   SOLE   35,395 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 929 17,521 SH   SOLE   17,521 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 2,852 43,400 SH   SOLE   43,400 0 0
ACCOLADE INC COM 00437E102 606 48,375 SH   SOLE   48,375 0 0
SPS COMM INC COM 78463M107 5,622 44,100 SH   SOLE   44,100 0 0
HAYWARD HLDGS INC COM 421298100 2,348 262,536 SH   SOLE   262,536 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 2,450 99,308 SH   SOLE   99,308 0 0
XOMETRY INC CLASS A COM 98423F109 6,390 111,822 SH   SOLE   111,822 0 0
KURA SUSHI USA INC CL A COM 501270102 1,191 16,247 SH   SOLE   16,247 0 0