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
ABERCROMBIE & FITCH CO CL A 002896207   1,488,168 26,400 SH   SOLE   26,400 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102   240,240 26,400 SH   SOLE   26,400 0 0
ADOBE INC COM 00724F101   12,084,630 23,700 SH   SOLE   23,700 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105   267,136 12,800 SH   SOLE   12,800 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   412,896 4,600 SH   SOLE   4,600 0 0
APPLIED DIGITAL CORP COM NEW 038169207   1,160,740 186,016 SH   SOLE   186,016 0 0
APPLOVIN CORP COM CL A 03831W108   859,140 21,500 SH   SOLE   21,500 0 0
ASANA INC CL A 04342Y104   3,134,672 171,200 SH   SOLE   171,200 0 0
B & G FOODS INC NEW COM 05508R106   179,998 18,200 SH   SOLE   18,200 0 0
BATH & BODY WORKS INC COM 070830104   365,040 10,800 SH   SOLE   10,800 0 0
BERRY CORP COM 08579X101   93,480 11,400 SH   SOLE   11,400 0 0
CALERES INC COM 129500104   1,161,904 40,400 SH   SOLE   40,400 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104   75,126 11,400 SH   SOLE   11,400 0 0
CARVANA CO CL A 146869102   331,642 7,900 SH   SOLE   7,900 0 0
CATALENT INC COM 148806102   364,240 8,000 SH   SOLE   8,000 0 0
CHURCHILL DOWNS INC COM 171484108   278,496 2,400 SH   SOLE   2,400 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   5,927,771 73,300 SH   SOLE   73,300 0 0
COEUR MNG INC COM NEW 192108504   251,970 113,500 SH   SOLE   113,500 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   375,400 5,000 SH   SOLE   5,000 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   511,840 14,000 SH   SOLE   14,000 0 0
CORE & MAIN INC CL A 21874C102   1,941,605 67,300 SH   SOLE   67,300 0 0
COSTCO WHSL CORP NEW COM 22160K105   2,429,328 4,300 SH   SOLE   4,300 0 0
CRANE NXT CO COM 224441105   639,055 11,500 SH   SOLE   11,500 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   142,832 11,300 SH   SOLE   11,300 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   318,516 41,800 SH   SOLE   41,800 0 0
DISH NETWORK CORPORATION CL A 25470M109   390,862 66,700 SH   SOLE   66,700 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107   50,828 26,200 SH   SOLE   26,200 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   2,143,232 72,800 SH   SOLE   72,800 0 0
DXC TECHNOLOGY CO COM 23355L106   3,070,342 147,400 SH   SOLE   147,400 0 0
EARTHSTONE ENERGY INC CL A 27032D304   396,704 19,600 SH   SOLE   19,600 0 0
ENSIGN GROUP INC COM 29358P101   353,134 3,800 SH   SOLE   3,800 0 0
ENTEGRIS INC COM 29362U104   751,280 8,000 SH   SOLE   8,000 0 0
ENVIVA INC COM 29415B103   129,978 17,400 SH   SOLE   17,400 0 0
EXTREME NETWORKS COM 30226D106   329,256 13,600 SH   SOLE   13,600 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   201,331 7,175 SH   SOLE   7,175 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   2,083,636 295,971 SH   SOLE   295,971 0 0
GAP INC COM 364760108   366,735 34,500 SH   SOLE   34,500 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   2,648,030 1,463,000 SH   SOLE   1,463,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   414,408 18,600 SH   SOLE   18,600 0 0
HARMONIC INC COM 413160102   146,376 15,200 SH   SOLE   15,200 0 0
HASBRO INC COM 418056107   7,506,890 113,500 SH   SOLE   113,500 0 0
HELEN OF TROY LTD COM G4388N106   2,354,512 20,200 SH   SOLE   20,200 0 0
HERBALIFE LTD COM SHS G4412G101   372,134 26,600 SH   SOLE   26,600 0 0
HOME DEPOT INC COM 437076102   1,480,584 4,900 SH   SOLE   4,900 0 0
HORMEL FOODS CORP COM 440452100   6,058,179 159,300 SH   SOLE   159,300 0 0
HYATT HOTELS CORP COM CL A 448579102   2,068,560 19,500 SH   SOLE   19,500 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   161,280 25,600 SH   SOLE   25,600 0 0
IONIS PHARMACEUTICALS INC COM 462222100   2,109,240 46,500 SH   SOLE   46,500 0 0
ISHARES TR ISHARES BIOTECH 464287556   7,001,103 57,250 SH   SOLE   57,250 0 0
JEFFERIES FINL GROUP INC COM 47233W109   3,662,854 99,996 SH   SOLE   99,996 0 0
KARUNA THERAPEUTICS INC COM 48576A100   236,726 1,400 SH   SOLE   1,400 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   380,874 7,800 SH   SOLE   7,800 0 0
KOHLS CORP COM 500255104   2,519,392 120,200 SH   SOLE   120,200 0 0
LAMB WESTON HLDGS INC COM 513272104   9,042,588 97,800 SH   SOLE   97,800 0 0
LAS VEGAS SANDS CORP COM 517834107   2,122,392 46,300 SH   SOLE   46,300 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   1,118,992 82,400 SH   SOLE   82,400 0 0
MARRIOTT INTL INC NEW CL A 571903202   2,083,536 10,600 SH   SOLE   10,600 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   611,535 52,764 SH   SOLE   52,764 0 0
MCDONALDS CORP COM 580135101   2,081,176 7,900 SH   SOLE   7,900 0 0
MICROSOFT CORP COM 594918104   2,431,275 7,700 SH   SOLE   7,700 0 0
MR COOPER GROUP INC COM 62482R107   380,276 7,100 SH   SOLE   7,100 0 0
N-ABLE INC COMMON STOCK 62878D100   197,370 15,300 SH   SOLE   15,300 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   202,940 29,200 SH   SOLE   29,200 0 0
NETFLIX INC COM 64110L106   2,416,640 6,400 SH   SOLE   6,400 0 0
NEWELL BRANDS INC COM 651229106   341,334 37,800 SH   SOLE   37,800 0 0
NEXTRACKER INC CLASS A COM 65290E101   2,783,409 69,308 SH   SOLE   69,308 0 0
NINE ENERGY SERVICE INC COM 65441V101   56,444 13,700 SH   SOLE   13,700 0 0
NUSCALE PWR CORP CL A COM 67079K100   430,710 87,900 SH   SOLE   87,900 0 0
ON HLDG AG NAMEN AKT A H5919C104   7,803,510 280,500 SH   SOLE   280,500 0 0
PACWEST BANCORP DEL COM 695263103   397,873 50,300 SH   SOLE   50,300 0 0
PDF SOLUTIONS INC COM 693282105   628,560 19,400 SH   SOLE   19,400 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   73,548 16,200 SH   SOLE   16,200 0 0
PLANET LABS PBC COM CL A 72703X106   254,020 97,700 SH   SOLE   97,700 0 0
RACKSPACE TECHNOLOGY INC COM 750102105   54,285 23,100 SH   SOLE   23,100 0 0
ROBLOX CORP CL A 771049103   2,111,184 72,900 SH   SOLE   72,900 0 0
ROKU INC COM CL A 77543R102   2,513,004 35,600 SH   SOLE   35,600 0 0
SABRE CORP COM 78573M104   359,200 80,000 SH   SOLE   80,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   15,583,236 172,400 SH   SOLE   172,400 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   376,080 4,800 SH   SOLE   4,800 0 0
SPROUTS FMRS MKT INC COM 85208M102   2,422,480 56,600 SH   SOLE   56,600 0 0
STARBUCKS CORP COM 855244109   2,108,337 23,100 SH   SOLE   23,100 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   980,592 2,400 SH   SOLE   2,400 0 0
TJX COS INC NEW COM 872540109   1,466,520 16,500 SH   SOLE   16,500 0 0
TRINSEO PLC SHS G9059U107   93,138 11,400 SH   SOLE   11,400 0 0
ULTA BEAUTY INC COM 90384S303   1,477,965 3,700 SH   SOLE   3,700 0 0
UNDER ARMOUR INC CL A 904311107   2,032,395 296,700 SH   SOLE   296,700 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,577,960 69,300 SH   SOLE   69,300 0 0
VISTA OUTDOOR INC COM 928377100   1,397,664 42,200 SH   SOLE   42,200 0 0
VITAL ENERGY INC COM 516806205   365,772 6,600 SH   SOLE   6,600 0 0
WALMART INC COM 931142103   2,382,957 14,900 SH   SOLE   14,900 0 0
WILEY JOHN & SONS INC CL A 968223206   888,363 23,900 SH   SOLE   23,900 0 0
WORTHINGTON INDS INC COM 981811102   1,248,764 20,200 SH   SOLE   20,200 0 0
WW INTL INC COM 98262P101   456,084 41,200 SH   SOLE   41,200 0 0
YEXT INC COM 98585N106   137,994 21,800 SH   SOLE   21,800 0 0