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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADAPTHEALTH CORP COMMON STOCK 00653Q102 5,589 297,607 SH   SOLE   297,607 0 0
ARCH CAP GROUP LTD ORD G0450A105 18,045 396,236 SH   SOLE   396,236 0 0
FIRST SOLAR INC COM 336433107 13,809 104,400 SH   SOLE   104,400 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 21,065 78,819 SH   SOLE   78,819 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 23,845 144,583 SH   SOLE   144,583 0 0
LAMB WESTON HLDGS INC COM 513272104 25,238 326,161 SH   SOLE   326,161 0 0
MARSH & MCLENNAN COS INC COM 571748102 5,076 34,000 SH   SOLE   34,000 0 0
MEDPACE HLDGS INC COM 58506Q109 11,191 71,200 SH   SOLE   71,200 0 0
SYLVAMO CORP COMMON STOCK 871332102 4,960 146,303 SH   SOLE   146,303 0 0