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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,259 6,700 SH   SOLE N/A 6,700 0 0
ACUITY BRANDS INC COM 00508Y102 2,593 13,700 SH   SOLE N/A 13,700 0 0
AECOM COM 00766T100 2,842 37,000 SH   SOLE N/A 37,000 0 0
AES CORP COM 00130H105 2,545 98,900 SH   SOLE N/A 98,900 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 728 5,500 SH   SOLE N/A 5,500 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 2,270 17,200 SH   SOLE N/A 17,200 0 0
ALPHABET INC CAP STK CL A 02079K305 3,894 1,400 SH   SOLE N/A 1,400 0 0
AMBARELLA INC SHS G037AX101 294 2,800 SH   SOLE N/A 2,800 0 0
AMETEK INC COM 031100100 959 7,200 SH   SOLE N/A 7,200 0 0
ANALOG DEVICES INC COM 032654105 3,138 19,000 SH   SOLE N/A 19,000 0 0
ARCONIC CORPORATION COM 03966V107 925 36,100 SH   SOLE N/A 36,100 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 1,181 12,000 SH   SOLE N/A 12,000 0 0
AVERY DENNISON CORP COM 053611109 4,019 23,100 SH   SOLE N/A 23,100 0 0
AXALTA COATING SYS LTD COM G0750C108 2,298 93,500 SH   SOLE N/A 93,500 0 0
AXALTA COATING SYS LTD COM G0750C108 7,374 300,000 SH Call SOLE N/A 300,000 0 0
BIO RAD LABS INC CL A 090572207 1,915 3,400 SH   SOLE N/A 3,400 0 0
BLACKBERRY LTD COM 09228F103 1,492 200,000 SH Call SOLE N/A 200,000 0 0
BRINKER INTL INC COM 109641100 382 10,000 SH Call SOLE N/A 10,000 0 0
BROADCOM INC COM 11135F101 2,834 4,500 SH   SOLE N/A 4,500 0 0
C4 THERAPEUTICS INC COM STK 12529R107 332 13,700 SH   SOLE N/A 13,700 0 0
CATERPILLAR INC COM 149123101 423 1,900 SH   SOLE N/A 1,900 0 0
CDW CORP COM 12514G108 626 3,500 SH   SOLE N/A 3,500 0 0
CF INDS HLDGS INC COM 125269100 10,306 100,000 SH Put SOLE N/A 100,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 2,572 18,600 SH   SOLE N/A 18,600 0 0
CHURCHILL DOWNS INC COM 171484108 599 2,700 SH   SOLE N/A 2,700 0 0
CISCO SYS INC COM 17275R102 775 13,900 SH   SOLE N/A 13,900 0 0
CLEAN HARBORS INC COM 184496107 5,080 45,500 SH   SOLE N/A 45,500 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 483 15,000 SH   SOLE N/A 15,000 0 0
COGNEX CORP COM 192422103 579 7,500 SH   SOLE N/A 7,500 0 0
COLLABORATIVE INVESTMNT SER TUTTLE CAP SHORT 19423L565 1,157 25,000 SH   SOLE N/A 25,000 0 0
COMMERCIAL METALS CO COM 201723103 887 21,300 SH   SOLE N/A 21,300 0 0
DANAHER CORPORATION COM 235851102 851 2,900 SH   SOLE N/A 2,900 0 0
DEERE & CO COM 244199105 2,077 5,000 SH   SOLE N/A 5,000 0 0
DERMTECH INC COM 24984K105 276 18,800 SH   SOLE N/A 18,800 0 0
DISH NETWORK CORPORATION CL A 25470M109 1,937 61,200 SH   SOLE N/A 61,200 0 0
DISNEY WALT CO COM 254687106 2,579 18,800 SH   SOLE N/A 18,800 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 265 35,000 SH   SOLE N/A 35,000 0 0
DOW INC COM 260557103 5,435 85,300 SH   SOLE N/A 85,300 0 0
EAGLE MATLS INC COM 26969P108 1,746 13,600 SH   SOLE N/A 13,600 0 0
ECHOSTAR CORP CL A 278768106 645 26,500 SH   SOLE N/A 26,500 0 0
ECOLAB INC COM 278865100 2,154 12,200 SH   SOLE N/A 12,200 0 0
EMCOR GROUP INC COM 29084Q100 4,460 39,600 SH   SOLE N/A 39,600 0 0
ENTERGY CORP NEW COM 29364G103 607 5,200 SH   SOLE N/A 5,200 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,624 8,300 SH   SOLE N/A 8,300 0 0
FASTENAL CO COM 311900104 3,433 57,800 SH   SOLE N/A 57,800 0 0
FERROGLOBE PLC SHS G33856108 147 19,100 SH   SOLE N/A 19,100 0 0
FIVE9 INC COM 338307101 1,921 17,400 SH   SOLE N/A 17,400 0 0
FLOWSERVE CORP COM 34354P105 718 20,000 SH   SOLE N/A 20,000 0 0
FLUOR CORP NEW COM 343412102 574 20,000 SH   SOLE N/A 20,000 0 0
FORTINET INC COM 34959E109 2,666 7,800 SH   SOLE N/A 7,800 0 0
GODADDY INC CL A 380237107 2,042 24,400 SH   SOLE N/A 24,400 0 0
GRAINGER W W INC COM 384802104 3,559 6,900 SH   SOLE N/A 6,900 0 0
HEXCEL CORP NEW COM 428291108 1,475 24,800 SH   SOLE N/A 24,800 0 0
HILTON GRAND VACATIONS INC COM 43283X105 1,451 27,900 SH   SOLE N/A 27,900 0 0
HUNT J B TRANS SVCS INC COM 445658107 4,458 22,200 SH   SOLE N/A 22,200 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 4,467 22,400 SH   SOLE N/A 22,400 0 0
HUNTSMAN CORP COM 447011107 2,626 70,000 SH   SOLE N/A 70,000 0 0
HUNTSMAN CORP COM 447011107 4,126 110,000 SH Put SOLE N/A 110,000 0 0
INTERNATIONAL PAPER CO COM 460146103 4,615 100,000 SH Put SOLE N/A 100,000 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 8,849 131,900 SH   SOLE N/A 131,900 0 0
ISHARES TR U.S. REAL ES ETF 464287739 3,571 33,000 SH   SOLE N/A 33,000 0 0
IZEA WORLDWIDE INC COM 46604H105 274 165,000 SH   SOLE N/A 165,000 0 0
JABIL INC COM 466313103 3,161 51,200 SH   SOLE N/A 51,200 0 0
JACOBS ENGR GROUP INC COM 469814107 1,571 11,400 SH   SOLE N/A 11,400 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 1,718 190,900 SH   SOLE N/A 190,900 0 0
JOHNSON CTLS INTL PLC SHS G51502105 984 15,000 SH   SOLE N/A 15,000 0 0
KBR INC COM 48242W106 1,604 29,300 SH   SOLE N/A 29,300 0 0
KLA CORP COM NEW 482480100 1,757 4,800 SH   SOLE N/A 4,800 0 0
LEAP THERAPEUTICS INC COM 52187K101 264 150,600 SH   SOLE N/A 150,600 0 0
LESLIES INC COM 527064109 571 29,500 SH   SOLE N/A 29,500 0 0
LINDE PLC SHS G5494J103 926 2,900 SH   SOLE N/A 2,900 0 0
LIVENT CORP COM 53814L108 1,804 69,200 SH   SOLE N/A 69,200 0 0
LKQ CORP COM 501889208 2,402 52,900 SH   SOLE N/A 52,900 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,001 5,200 SH   SOLE N/A 5,200 0 0
MASCO CORP COM 574599106 1,892 37,100 SH   SOLE N/A 37,100 0 0
MATCH GROUP INC NEW COM 57667L107 924 8,500 SH   SOLE N/A 8,500 0 0
MATERION CORP COM 576690101 2,606 30,400 SH   SOLE N/A 30,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,539 36,700 SH   SOLE N/A 36,700 0 0
MICROSOFT CORP COM 594918104 3,299 10,700 SH   SOLE N/A 10,700 0 0
MOSAIC CO NEW COM 61945C103 3,325 50,000 SH Call SOLE N/A 50,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 654 2,700 SH   SOLE N/A 2,700 0 0
MSC INDL DIRECT INC CL A 553530106 4,320 50,700 SH   SOLE N/A 50,700 0 0
NORFOLK SOUTHN CORP COM 655844108 3,166 11,100 SH   SOLE N/A 11,100 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,402 40,300 SH   SOLE N/A 40,300 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,816 29,000 SH   SOLE N/A 29,000 0 0
PACKAGING CORP AMER COM 695156109 3,996 25,600 SH   SOLE N/A 25,600 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 402 29,300 SH   SOLE N/A 29,300 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,746 200,000 SH Call SOLE N/A 200,000 0 0
PALO ALTO NETWORKS INC COM 697435105 436 700 SH   SOLE N/A 700 0 0
PARKER-HANNIFIN CORP COM 701094104 5,023 17,700 SH   SOLE N/A 17,700 0 0
PEABODY ENGR CORP COM 704551100 1,165 47,500 SH   SOLE N/A 47,500 0 0
PFIZER INC COM 717081103 1,983 38,300 SH   SOLE N/A 38,300 0 0
PHILLIPS 66 COM 718546104 2,030 23,500 SH   SOLE N/A 23,500 0 0
PILGRIMS PRIDE CORP COM 72147K108 2,623 104,500 SH   SOLE N/A 104,500 0 0
QUANTA SVCS INC COM 74762E102 3,303 25,100 SH   SOLE N/A 25,100 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 288 14,400 SH   SOLE N/A 14,400 0 0
RAMACO RES INC COM 75134P303 1,021 64,600 SH   SOLE N/A 64,600 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 2,216 43,300 SH   SOLE N/A 43,300 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5,069 37,000 SH   SOLE N/A 37,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 2,700 53,100 SH   SOLE N/A 53,100 0 0
SERVICENOW INC COM 81762P102 446 800 SH   SOLE N/A 800 0 0
SHERWIN WILLIAMS CO COM 824348106 1,023 4,100 SH   SOLE N/A 4,100 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 417 25,700 SH   SOLE N/A 25,700 0 0
SIGNET JEWELERS LIMITED SHS G81276100 1,040 14,300 SH   SOLE N/A 14,300 0 0
SILGAN HOLDINGS INC COM 827048109 4,128 89,300 SH   SOLE N/A 89,300 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 959 11,200 SH   SOLE N/A 11,200 0 0
SOFI TECHNOLOGIES INC COM 83406F102 252 26,700 SH   SOLE N/A 26,700 0 0
SONOCO PRODS CO COM 835495102 6,231 99,600 SH   SOLE N/A 99,600 0 0
SONOS INC COM 83570H108 1,261 44,700 SH   SOLE N/A 44,700 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 4,516 10,000 SH Put SOLE N/A 10,000 0 0
SPLUNK INC COM 848637104 2,437 16,400 SH   SOLE N/A 16,400 0 0
STRIDE INC COM 86333M108 2,020 55,600 SH   SOLE N/A 55,600 0 0
SUMMIT MATLS INC CL A 86614U100 1,553 50,000 SH   SOLE N/A 50,000 0 0
SYNOPSYS INC COM 871607107 500 1,500 SH   SOLE N/A 1,500 0 0
TECK RESOURCES LTD CL B 878742204 2,258 55,900 SH   SOLE N/A 55,900 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 2,535 616,900 SH   SOLE N/A 616,900 0 0
TIMKENSTEEL CORPORATION COM 887399103 2,225 101,700 SH   SOLE N/A 101,700 0 0
TITAN MACHY INC COM 88830R101 548 19,400 SH   SOLE N/A 19,400 0 0
TRANSDIGM GROUP INC COM 893641100 717 1,100 SH   SOLE N/A 1,100 0 0
TRIUMPH GROUP INC NEW COM 896818101 1,785 70,600 SH   SOLE N/A 70,600 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 1,534 77,500 SH   SOLE N/A 77,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,248 63,000 SH   SOLE N/A 63,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,702 12,600 SH   SOLE N/A 12,600 0 0
UNIVAR SOLUTIONS INC COM 91336L107 2,658 82,700 SH   SOLE N/A 82,700 0 0
VALMONT INDS INC COM 920253101 1,957 8,200 SH   SOLE N/A 8,200 0 0
VALVOLINE INC COM 92047W101 2,724 86,300 SH   SOLE N/A 86,300 0 0
VENATOR MATLS PLC SHS G9329Z100 481 270,000 SH   SOLE N/A 270,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 885 63,200 SH   SOLE N/A 63,200 0 0
WASTE CONNECTIONS INC COM 94106B101 5,309 38,000 SH   SOLE N/A 38,000 0 0
WENDYS CO COM 95058W100 3,175 144,500 SH   SOLE N/A 144,500 0 0
WESTROCK CO COM 96145D105 4,651 98,900 SH   SOLE N/A 98,900 0 0
WESTROCK CO COM 96145D105 5,879 125,000 SH Call SOLE N/A 125,000 0 0
WEX INC COM 96208T104 1,927 10,800 SH   SOLE N/A 10,800 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 407 10,400 SH   SOLE N/A 10,400 0 0
WIX COM LTD SHS M98068105 1,055 10,100 SH   SOLE N/A 10,100 0 0
WORKDAY INC CL A 98138H101 2,562 10,700 SH   SOLE N/A 10,700 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 2,485 39,800 SH   SOLE N/A 39,800 0 0
ZENDESK INC COM 98936J101 3,320 27,600 SH   SOLE N/A 27,600 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 844 6,600 SH   SOLE N/A 6,600 0 0
ZIPRECRUITER INC CL A 98980B103 1,179 51,300 SH   SOLE N/A 51,300 0 0