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
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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
ACTIVISION BLIZZARD INC COM 00507V109   5,013,911 59,477 SH   SOLE N/A 59,477 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   718,815 1,470 SH   SOLE N/A 1,470 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   703,000 10,000 SH   SOLE N/A 10,000 0 0
AECOM COM 00766T100   5,509,762 65,058 SH   SOLE N/A 65,058 0 0
AGCO CORP COM 001084102   9,864,779 75,063 SH   SOLE N/A 75,063 0 0
AIR PRODS & CHEMS INC COM 009158106   4,345,881 14,509 SH   SOLE N/A 14,509 0 0
ALPHABET INC CAP STK CL A 02079K305   2,057,882 17,192 SH   SOLE N/A 17,192 0 0
ALTERYX INC COM CL A 02156B103   523,190 11,524 SH   SOLE N/A 11,524 0 0
AMAZON COM INC COM 023135106   7,624,235 58,486 SH   SOLE N/A 58,486 0 0
AMETEK INC COM 031100100   7,651,096 47,264 SH   SOLE N/A 47,264 0 0
APPLE INC COM 037833100   5,534,158 28,531 SH   SOLE N/A 28,531 0 0
ARCBEST CORP COM 03937C105   6,347,208 64,243 SH   SOLE N/A 64,243 0 0
ATI INC COM 01741R102   2,067,664 46,748 SH   SOLE N/A 46,748 0 0
ATLASSIAN CORPORATION CL A 049468101   395,360 2,356 SH   SOLE N/A 2,356 0 0
AXALTA COATING SYS LTD COM G0750C108   7,537,015 229,717 SH   SOLE N/A 229,717 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   3,838,625 153,545 SH   SOLE N/A 153,545 0 0
BEACON ROOFING SUPPLY INC COM 073685109   2,907,370 35,037 SH   SOLE N/A 35,037 0 0
BOEING CO COM 097023105   4,734,630 22,422 SH   SOLE N/A 22,422 0 0
BOISE CASCADE CO DEL COM 09739D100   1,072,545 11,871 SH   SOLE N/A 11,871 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   1,846,235 36,222 SH   SOLE N/A 36,222 0 0
CLEAN HARBORS INC COM 184496107   1,272,524 7,739 SH   SOLE N/A 7,739 0 0
COMMERCIAL METALS CO COM 201723103   6,756,910 128,312 SH   SOLE N/A 128,312 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,923,746 109,476 SH   SOLE N/A 109,476 0 0
DYNATRACE INC COM NEW 268150109   939,791 18,259 SH   SOLE N/A 18,259 0 0
EAGLE MATLS INC COM 26969P108   1,133,061 6,078 SH   SOLE N/A 6,078 0 0
ECOLAB INC COM 278865100   11,547,897 61,856 SH   SOLE N/A 61,856 0 0
ECOLAB INC COM 278865100   18,669,000 100,000 SH Call SOLE N/A 100,000 0 0
EMCOR GROUP INC COM 29084Q100   1,189,244 6,436 SH   SOLE N/A 6,436 0 0
FASTENAL CO COM 311900104   5,899,000 100,000 SH Put SOLE N/A 100,000 0 0
FEDEX CORP COM 31428X106   1,736,292 7,004 SH   SOLE N/A 7,004 0 0
FIRST SOLAR INC COM 336433107   1,947,852 10,247 SH   SOLE N/A 10,247 0 0
FIVE9 INC COM 338307101   1,825,773 22,144 SH   SOLE N/A 22,144 0 0
FLEX LTD ORD Y2573F102   7,858,190 284,305 SH   SOLE N/A 284,305 0 0
FLOWSERVE CORP COM 34354P105   6,826,535 183,756 SH   SOLE N/A 183,756 0 0
FLUOR CORP NEW COM 343412102   2,872,828 97,055 SH   SOLE N/A 97,055 0 0
FORTIVE CORP COM 34959J108   1,121,550 15,000 SH   SOLE N/A 15,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   600,000 15,000 SH   SOLE N/A 15,000 0 0
FTAI AVIATION LTD SHS G3730V105   1,140,393 36,020 SH   SOLE N/A 36,020 0 0
GAMIDA CELL LTD SHS M47364100   885,947 459,040 SH   SOLE N/A 459,040 0 0
GENERAL DYNAMICS CORP COM 369550108   664,383 3,088 SH   SOLE N/A 3,088 0 0
GENERAL ELECTRIC CO COM NEW 369604301   6,148,305 55,970 SH   SOLE N/A 55,970 0 0
GENERAL MTRS CO COM 37045V100   3,169,054 82,185 SH   SOLE N/A 82,185 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   2,090,932 53,890 SH   SOLE N/A 53,890 0 0
GMS INC COM 36251C103   1,038,000 15,000 SH   SOLE N/A 15,000 0 0
HERC HLDGS INC COM 42704L104   684,250 5,000 SH   SOLE N/A 5,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   6,323,453 376,396 SH   SOLE N/A 376,396 0 0
HEXCEL CORP NEW COM 428291108   3,848,741 50,628 SH   SOLE N/A 50,628 0 0
HOME DEPOT INC COM 437076102   3,106,400 10,000 SH   SOLE N/A 10,000 0 0
HONEYWELL INTL INC COM 438516106   6,278,328 30,257 SH   SOLE N/A 30,257 0 0
HOWMET AEROSPACE INC COM 443201108   2,338,687 47,189 SH   SOLE N/A 47,189 0 0
HUB GROUP INC CL A 443320106   1,978,041 24,627 SH   SOLE N/A 24,627 0 0
HUNT J B TRANS SVCS INC COM 445658107   3,431,062 18,953 SH   SOLE N/A 18,953 0 0
HUNTSMAN CORP COM 447011107   2,007,937 74,313 SH   SOLE N/A 74,313 0 0
INGERSOLL RAND INC COM 45687V106   1,307,200 20,000 SH   SOLE N/A 20,000 0 0
INTEL CORP COM 458140100   2,675,200 80,000 SH Call SOLE N/A 80,000 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   5,018,582 79,901 SH   SOLE N/A 79,901 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   13,467,600 90,000 SH   SOLE N/A 90,000 0 0
INVESTMENT MANAGERS SER TR I AXS SHORT INNOV 46144X628   1,772,820 49,000 SH   SOLE N/A 49,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772   5,805,291 91,595 SH   SOLE N/A 91,595 0 0
ITT INC COM 45073V108   6,620,427 71,027 SH   SOLE N/A 71,027 0 0
JABIL INC COM 466313103   7,012,644 64,974 SH   SOLE N/A 64,974 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,260,828 10,605 SH   SOLE N/A 10,605 0 0
JPMORGAN CHASE & CO COM 46625H100   5,983,402 41,140 SH   SOLE N/A 41,140 0 0
KBR INC COM 48242W106   3,923,834 60,311 SH   SOLE N/A 60,311 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   2,271,959 23,649 SH   SOLE N/A 23,649 0 0
LEAR CORP COM NEW 521865204   2,871,000 20,000 SH   SOLE N/A 20,000 0 0
LENNOX INTL INC COM 526107107   3,350,369 10,275 SH   SOLE N/A 10,275 0 0
LINDE PLC SHS G54950103   4,682,711 12,288 SH   SOLE N/A 12,288 0 0
LOCKHEED MARTIN CORP COM 539830109   2,920,651 6,344 SH   SOLE N/A 6,344 0 0
LOUISIANA PAC CORP COM 546347105   3,492,119 46,574 SH   SOLE N/A 46,574 0 0
LOWES COS INC COM 548661107   4,982,102 22,074 SH   SOLE N/A 22,074 0 0
LUMENTUM HLDGS INC COM 55024U109   1,521,839 26,826 SH   SOLE N/A 26,826 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   3,313,590 50,566 SH   SOLE N/A 50,566 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   21,544,889 114,570 SH   SOLE N/A 114,570 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,998,656 4,329 SH   SOLE N/A 4,329 0 0
MASCO CORP COM 574599106   1,429,910 24,920 SH   SOLE N/A 24,920 0 0
MASTEC INC COM 576323109   2,722,276 23,076 SH   SOLE N/A 23,076 0 0
MATERION CORP COM 576690101   1,319,581 11,555 SH   SOLE N/A 11,555 0 0
MCDONALDS CORP COM 580135101   11,279,301 37,798 SH   SOLE N/A 37,798 0 0
META PLATFORMS INC CL A 30303M102   1,852,743 6,456 SH   SOLE N/A 6,456 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   3,181,162 35,508 SH   SOLE N/A 35,508 0 0
MICROSOFT CORP COM 594918104   7,821,863 22,969 SH   SOLE N/A 22,969 0 0
MOHAWK INDS INC COM 608190104   1,031,600 10,000 SH   SOLE N/A 10,000 0 0
MOOG INC CL A 615394202   1,791,914 16,526 SH   SOLE N/A 16,526 0 0
MOSAIC CO NEW COM 61945C103   1,570,065 44,859 SH   SOLE N/A 44,859 0 0
MSC INDL DIRECT INC CL A 553530106   1,429,200 15,000 SH   SOLE N/A 15,000 0 0
NETFLIX INC COM 64110L106   3,776,761 8,574 SH   SOLE N/A 8,574 0 0
NORDSON CORP COM 655663102   4,995,119 20,127 SH   SOLE N/A 20,127 0 0
NORTHROP GRUMMAN CORP COM 666807102   486,339 1,067 SH   SOLE N/A 1,067 0 0
NUTRIEN LTD COM 67077M108   964,523 16,334 SH   SOLE N/A 16,334 0 0
NVIDIA CORPORATION COM 67066G104   6,869,422 16,239 SH   SOLE N/A 16,239 0 0
OCCIDENTAL PETE CORP COM 674599105   2,317,249 39,409 SH   SOLE N/A 39,409 0 0
OKTA INC CL A 679295105   601,126 8,668 SH   SOLE N/A 8,668 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,362,425 14,405 SH   SOLE N/A 14,405 0 0
ORACLE CORP COM 68389X105   8,156,474 68,490 SH   SOLE N/A 68,490 0 0
PALO ALTO NETWORKS INC COM 697435105   3,287,136 12,865 SH   SOLE N/A 12,865 0 0
PARKER-HANNIFIN CORP COM 701094104   1,950,200 5,000 SH   SOLE N/A 5,000 0 0
POOL CORP COM 73278L105   3,285,593 8,770 SH   SOLE N/A 8,770 0 0
POTLATCHDELTIC CORPORATION COM 737630103   1,703,038 32,224 SH   SOLE N/A 32,224 0 0
PPG INDS INC COM 693506107   7,680,605 51,791 SH   SOLE N/A 51,791 0 0
QUANTA SVCS INC COM 74762E102   1,714,812 8,729 SH   SOLE N/A 8,729 0 0
RAMBUS INC DEL COM 750917106   2,711,568 42,256 SH   SOLE N/A 42,256 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   7,720,228 78,810 SH   SOLE N/A 78,810 0 0
REPUBLIC SVCS INC COM 760759100   6,944,115 45,336 SH   SOLE N/A 45,336 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   3,701,658 47,751 SH   SOLE N/A 47,751 0 0
SALESFORCE INC COM 79466L302   710,045 3,361 SH   SOLE N/A 3,361 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   811,700 10,000 SH   SOLE N/A 10,000 0 0
SERVICENOW INC COM 81762P102   847,451 1,508 SH   SOLE N/A 1,508 0 0
SHERWIN WILLIAMS CO COM 824348106   5,787,008 21,795 SH   SOLE N/A 21,795 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101   1,852,492 63,857 SH   SOLE N/A 63,857 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,623,735 3,663 SH   SOLE N/A 3,663 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   2,919,000 100,000 SH Put SOLE N/A 100,000 0 0
SPLUNK INC COM 848637104   2,861,672 26,974 SH   SOLE N/A 26,974 0 0
SUMMIT MATLS INC CL A 86614U100   2,713,467 71,690 SH   SOLE N/A 71,690 0 0
SYNOPSYS INC COM 871607107   4,566,580 10,488 SH   SOLE N/A 10,488 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,241,788 22,029 SH   SOLE N/A 22,029 0 0
TECK RESOURCES LTD CL B 878742204   3,213,704 76,335 SH   SOLE N/A 76,335 0 0
TERADATA CORP DEL COM 88076W103   4,217,307 78,961 SH   SOLE N/A 78,961 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   643,680 190,438 SH   SOLE N/A 190,438 0 0
THE REALREAL INC COM 88339P101   224,220 101,000 SH   SOLE N/A 101,000 0 0
TIMKEN CO COM 887389104   2,593,136 28,331 SH   SOLE N/A 28,331 0 0
TIMKENSTEEL CORPORATION COM 887399103   492,788 22,846 SH   SOLE N/A 22,846 0 0
TRANSDIGM GROUP INC COM 893641100   1,229,484 1,375 SH   SOLE N/A 1,375 0 0
TREX CO INC COM 89531P105   983,400 15,000 SH   SOLE N/A 15,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   402,025 32,500 SH   SOLE N/A 32,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,556,408 36,053 SH   SOLE N/A 36,053 0 0
UNDER ARMOUR INC CL A 904311107   779,760 108,000 SH Call SOLE N/A 108,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   1,043,934 7,243 SH   SOLE N/A 7,243 0 0
VARONIS SYS INC COM 922280102   2,859,732 107,307 SH   SOLE N/A 107,307 0 0
VIAVI SOLUTIONS INC COM 925550105   1,176,949 103,879 SH   SOLE N/A 103,879 0 0
VONTIER CORPORATION COM 928881101   2,976,848 92,420 SH   SOLE N/A 92,420 0 0
VULCAN MATLS CO COM 929160109   4,520,297 20,051 SH   SOLE N/A 20,051 0 0
WALMART INC COM 931142103   3,673,454 23,371 SH   SOLE N/A 23,371 0 0
WARRIOR MET COAL INC COM 93627C101   1,752,750 45,000 SH   SOLE N/A 45,000 0 0
WASTE CONNECTIONS INC COM 94106B101   6,988,562 48,895 SH   SOLE N/A 48,895 0 0
WASTE MGMT INC DEL COM 94106L109   1,502,858 8,666 SH   SOLE N/A 8,666 0 0
WERNER ENTERPRISES INC COM 950755108   883,600 20,000 SH   SOLE N/A 20,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   668,592 19,952 SH   SOLE N/A 19,952 0 0
WHIRLPOOL CORP COM 963320106   2,186,618 14,696 SH   SOLE N/A 14,696 0 0
WOODWARD INC COM 980745103   1,567,709 13,184 SH   SOLE N/A 13,184 0 0
WORKDAY INC CL A 98138H101   869,225 3,848 SH   SOLE N/A 3,848 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   2,322,740 33,874 SH   SOLE N/A 33,874 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   638,838 25,161 SH   SOLE N/A 25,161 0 0