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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAR CORP COM 000361105   792,583 13,722 SH   SOLE   13,722 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   391,160 88,900 SH   SOLE   88,900 0 0
ANGI INC COM CL A NEW 00183L102   39,270 11,900 SH   SOLE   11,900 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   460,860 6,000 SH   SOLE   6,000 0 0
ARCONIC CORPORATION COM 03966V107   408,204 13,800 SH   SOLE   13,800 0 0
ARDELYX INC COM 039697107   194,925 57,500 SH   SOLE   57,500 0 0
ATI INC COM 01741R102   371,532 8,400 SH   SOLE   8,400 0 0
AUTONATION INC COM 05329W102   395,064 2,400 SH   SOLE   2,400 0 0
AXON ENTERPRISE INC COM 05464C101   312,192 1,600 SH   SOLE   1,600 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   340,254 5,400 SH   SOLE   5,400 0 0
BURFORD CAP LTD ORD SHS G17977110   135,198 11,100 SH   SOLE   11,100 0 0
CARNIVAL CORP COMMON STOCK 143658300   670,348 35,600 SH   SOLE   35,600 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   397,680 8,000 SH   SOLE   8,000 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104   65,520 13,000 SH   SOLE   13,000 0 0
CARVANA CO CL A 146869102   803,520 31,000 SH   SOLE   31,000 0 0
CDW CORP COM 12514G108   513,800 2,800 SH   SOLE   2,800 0 0
COEUR MNG INC COM NEW 192108504   334,836 117,900 SH   SOLE   117,900 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   457,920 6,400 SH   SOLE   6,400 0 0
CONFLUENT INC CLASS A COM 20717M103   363,693 10,300 SH   SOLE   10,300 0 0
CREDIT ACCEP CORP MICH COM 225310101   457,137 900 SH   SOLE   900 0 0
CYMABAY THERAPEUTICS INC COM 23257D103   193,815 17,700 SH   SOLE   17,700 0 0
DICKS SPORTING GOODS INC COM 253393102   211,504 1,600 SH   SOLE   1,600 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103   354,058 42,200 SH   SOLE   42,200 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   555,313 20,900 SH   SOLE   20,900 0 0
ELASTIC N V ORD SHS N14506104   352,660 5,500 SH   SOLE   5,500 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105   169,050 23,000 SH   SOLE   23,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   448,364 46,900 SH   SOLE   46,900 0 0
EXXON MOBIL CORP COM 30231G102   268,125 2,500 SH   SOLE   2,500 0 0
FIRST SOLAR INC COM 336433107   304,144 1,600 SH   SOLE   1,600 0 0
GLOBE LIFE INC COM 37959E102   263,088 2,400 SH   SOLE   2,400 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   252,168 2,400 SH   SOLE   2,400 0 0
HILTON GRAND VACATIONS INC COM 43283X105   345,344 7,600 SH   SOLE   7,600 0 0
IDEX CORP COM 45167R104   258,312 1,200 SH   SOLE   1,200 0 0
ISHARES TR ISHARES BIOTECH 464287556   7,078,020 55,750 SH   SOLE   55,750 0 0
JABIL INC COM 466313103   550,443 5,100 SH   SOLE   5,100 0 0
JELD-WEN HLDG INC COM 47580P103   194,694 11,100 SH   SOLE   11,100 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   435,370 2,600 SH   SOLE   2,600 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   576,420 6,000 SH   SOLE   6,000 0 0
LAUDER ESTEE COS INC CL A 518439104   432,036 2,200 SH   SOLE   2,200 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401   150,110 17,000 SH   SOLE   17,000 0 0
LOUISIANA PAC CORP COM 546347105   419,888 5,600 SH   SOLE   5,600 0 0
LSB INDS INC COM 502160104   155,630 15,800 SH   SOLE   15,800 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   425,945 6,500 SH   SOLE   6,500 0 0
MARATHON PETE CORP COM 56585A102   384,780 3,300 SH   SOLE   3,300 0 0
MASIMO CORP COM 574795100   246,825 1,500 SH   SOLE   1,500 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   262,328 200 SH   SOLE   200 0 0
MGM RESORTS INTERNATIONAL COM 552953101   452,376 10,300 SH   SOLE   10,300 0 0
MSCI INC COM 55354G100   422,361 900 SH   SOLE   900 0 0
NCR CORP NEW COM 62886E108   425,880 16,900 SH   SOLE   16,900 0 0
NEOGEN CORP COM 640491106   485,025 22,300 SH   SOLE   22,300 0 0
NEXTRACKER INC CLASS A COM 65290E101   2,352,771 59,100 SH   SOLE   59,100 0 0
NORDSTROM INC COM 655664100   534,267 26,100 SH   SOLE   26,100 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   585,613 26,900 SH   SOLE   26,900 0 0
NV5 GLOBAL INC COM 62945V109   963,699 8,700 SH   SOLE   8,700 0 0
OLIN CORP COM PAR $1 680665205   431,676 8,400 SH   SOLE   8,400 0 0
OWENS & MINOR INC NEW COM 690732102   239,904 12,600 SH   SOLE   12,600 0 0
PAYSAFE LIMITED SHS G6964L206   117,044 11,600 SH   SOLE   11,600 0 0
PBF ENERGY INC CL A 69318G106   524,032 12,800 SH   SOLE   12,800 0 0
PDC ENERGY INC COM 69327R101   412,612 5,800 SH   SOLE   5,800 0 0
PEDIATRIX MEDICAL GROUP INC COM 58502B106   143,521 10,100 SH   SOLE   10,100 0 0
PENUMBRA INC COM 70975L107   275,248 800 SH   SOLE   800 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   289,152 4,800 SH   SOLE   4,800 0 0
PGT INNOVATIONS INC COM 69336V101   288,585 9,900 SH   SOLE   9,900 0 0
REGENXBIO INC COM 75901B107   707,566 35,396 SH   SOLE   35,396 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   12,102,447 149,100 SH   SOLE   149,100 0 0
SPRINKLR INC CL A 85208T107   1,417,948 102,527 SH   SOLE   102,527 0 0
SYNEOS HEALTH INC CL A 87166B102   404,544 9,600 SH   SOLE   9,600 0 0
T-MOBILE US INC COM 872590104   402,810 2,900 SH   SOLE   2,900 0 0
TEMPUR SEALY INTL INC COM 88023U101   384,672 9,600 SH   SOLE   9,600 0 0
TETRA TECH INC NEW COM 88162G103   376,602 2,300 SH   SOLE   2,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   417,400 800 SH   SOLE   800 0 0
TRIUMPH GROUP INC NEW COM 896818101   263,481 21,300 SH   SOLE   21,300 0 0
UNISYS CORP COM NEW 909214306   54,526 13,700 SH   SOLE   13,700 0 0
UNITI GROUP INC COM 91325V108   231,000 50,000 SH   SOLE   50,000 0 0
UPBOUND GROUP INC COM 76009N100   295,735 9,500 SH   SOLE   9,500 0 0
VALERO ENERGY CORP COM 91913Y100   258,060 2,200 SH   SOLE   2,200 0 0
VIASAT INC COM 92552V100   321,828 7,800 SH   SOLE   7,800 0 0
VISTA OUTDOOR INC COM 928377100   246,263 8,900 SH   SOLE   8,900 0 0
VTEX SHS CL A G9470A102   80,678 16,808 SH   SOLE   16,808 0 0
WESTERN ALLIANCE BANCORP COM 957638109   430,346 11,800 SH   SOLE   11,800 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   497,016 10,400 SH   SOLE   10,400 0 0
WW INTL INC COM 98262P101   409,920 61,000 SH   SOLE   61,000 0 0
XPO INC COM 983793100   501,500 8,500 SH   SOLE   8,500 0 0