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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCURAY INC COM 004397105   29,997 10,100 SH   SOLE N/A 10,100 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   691,974 33,300 SH   SOLE N/A 33,300 0 0
ALLSPRING MULTI SECTOR INCOM COM 94987D101   130,845 14,300 SH   SOLE N/A 14,300 0 0
AMPHENOL CORP NEW CL A 032095101   220,644 2,700 SH   SOLE N/A 2,700 0 0
ARDELYX INC COM 039697107   103,943 21,700 SH   SOLE N/A 21,700 0 0
AURORA INNOVATION INC CLASS A COM 051774107   61,994 44,600 SH   SOLE N/A 44,600 0 0
AVANTOR INC COM 05352A100   221,970 10,500 SH   SOLE N/A 10,500 0 0
BLACKROCK MUNIHLDNGS CALI QL COM 09254L107   118,596 10,723 SH   SOLE N/A 10,723 0 0
BNY MELLON HIGH YIELD STRATE SH BEN INT 09660L105   71,842 33,107 SH   SOLE N/A 33,107 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   861,166 9,700 SH   SOLE N/A 9,700 0 0
BURLINGTON STORES INC COM 122017106   222,310 1,100 SH   SOLE N/A 1,100 0 0
CNH INDL N V SHS N20944109   908,565 59,500 SH   SOLE N/A 59,500 0 0
COPART INC COM 217204106   902,520 12,000 SH   SOLE N/A 12,000 0 0
COUPANG INC CL A 22266T109   932,800 58,300 SH   SOLE N/A 58,300 0 0
CYMABAY THERAPEUTICS INC COM 23257D103   93,304 10,700 SH   SOLE N/A 10,700 0 0
DECKERS OUTDOOR CORP COM 243537107   854,145 1,900 SH   SOLE N/A 1,900 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   234,955 3,500 SH   SOLE N/A 3,500 0 0
FERGUSON PLC NEW SHS G3421J106   1,778,875 13,300 SH   SOLE N/A 13,300 0 0
FORGE GLOBAL HOLDINGS INC COM 34629L103   18,725 10,700 SH   SOLE N/A 10,700 0 0
FRANKLIN LTD DURATION INCOME COM 35472T101   68,388 11,066 SH   SOLE N/A 11,066 0 0
FTAI AVIATION LTD SHS G3730V105   268,416 9,600 SH   SOLE N/A 9,600 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   697,076 91,600 SH   SOLE N/A 91,600 0 0
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109   76,128 20,800 SH   SOLE N/A 20,800 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   244,682 4,700 SH   SOLE N/A 4,700 0 0
GODADDY INC CL A 380237107   202,072 2,600 SH   SOLE N/A 2,600 0 0
HIGH INCOME SECS FD SHS BEN INT 42968F108   110,500 17,000 SH   SOLE N/A 17,000 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   765,071 7,010 SH   SOLE N/A 7,010 0 0
HYATT HOTELS CORP COM CL A 448579102   268,296 2,400 SH   SOLE N/A 2,400 0 0
ICON PLC SHS G4705A100   854,360 4,000 SH   SOLE N/A 4,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242   16,572,265 151,193 SH   SOLE N/A 151,193 0 0
LANZATECH GLOBAL INC COM 51655R101   52,768 13,600 SH   SOLE N/A 13,600 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   916,800 9,600 SH   SOLE N/A 9,600 0 0
LINDE PLC SHS G54950103   248,808 700 SH   SOLE N/A 700 0 0
LINEAGE CELL THERAPEUTICS IN COM 53566P109   21,150 14,100 SH   SOLE N/A 14,100 0 0
LPL FINL HLDGS INC COM 50212V100   232,760 1,150 SH   SOLE N/A 1,150 0 0
MARSH & MCLENNAN COS INC COM 571748102   644,549 3,870 SH   SOLE N/A 3,870 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,057,523 2,910 SH   SOLE N/A 2,910 0 0
MONDAY COM LTD SHS M7S64H106   756,575 5,300 SH   SOLE N/A 5,300 0 0
MORGAN STANLEY EMERGING MKTS COM 617477104   74,580 16,500 SH   SOLE N/A 16,500 0 0
NETAPP INC COM 64110D104   868,360 13,600 SH   SOLE N/A 13,600 0 0
NORTHROP GRUMMAN CORP COM 666807102   808,010 1,750 SH   SOLE N/A 1,750 0 0
NUVEEN CR STRATEGIES INCOME COM SHS 67073D102   70,007 13,700 SH   SOLE N/A 13,700 0 0
NUVEEN FLOATING RATE INCOME COM 67072T108   87,740 10,700 SH   SOLE N/A 10,700 0 0
NUVEEN FLOATING RATE INCOME COM SHS 6706EN100   86,055 10,730 SH   SOLE N/A 10,730 0 0
NVR INC COM 62944T105   835,829 150 SH   SOLE N/A 150 0 0
PACCAR INC COM 693718108   871,080 11,900 SH   SOLE N/A 11,900 0 0
PALO ALTO NETWORKS INC COM 697435105   259,662 1,300 SH   SOLE N/A 1,300 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   290,000 100,000 SH   SOLE N/A 100,000 0 0
ROIVANT SCIENCES LTD SHS G76279101   199,260 27,000 SH   SOLE N/A 27,000 0 0
ROPER TECHNOLOGIES INC COM 776696106   220,345 500 SH   SOLE N/A 500 0 0
ROSS STORES INC COM 778296103   870,266 8,200 SH   SOLE N/A 8,200 0 0
S&P GLOBAL INC COM 78409V104   859,856 2,494 SH   SOLE N/A 2,494 0 0
SAREPTA THERAPEUTICS INC COM 803607100   758,065 5,500 SH   SOLE N/A 5,500 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,096,315 34,100 SH   SOLE N/A 34,100 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   545,383 7,300 SH   SOLE N/A 7,300 0 0
SELECTA BIOSCIENCES INC COM 816212104   15,707 11,300 SH   SOLE N/A 11,300 0 0
SES AI CORPORATION CL A COM 78397Q109   40,710 13,800 SH   SOLE N/A 13,800 0 0
SOUNDHOUND AI INC CLASS A COM 836100107   36,156 13,100 SH   SOLE N/A 13,100 0 0
SPIRIT AIRLS INC COM 848577102   343,400 20,000 SH   SOLE N/A 20,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   225,880 4,000 SH   SOLE N/A 4,000 0 0
SUMMIT THERAPEUTICS INC COM 86627T108   17,675 10,100 SH   SOLE N/A 10,100 0 0
SUN CMNTYS INC COM 866674104   295,848 2,100 SH   SOLE N/A 2,100 0 0
TE CONNECTIVITY LTD SHS H84989104   865,590 6,600 SH   SOLE N/A 6,600 0 0
TEMPLETON EMERGING MKTS INCO COM 880192109   60,840 12,000 SH   SOLE N/A 12,000 0 0
TEXAS INSTRS INC COM 882508104   855,646 4,600 SH   SOLE N/A 4,600 0 0
TRANSUNION COM 89400J107   223,704 3,600 SH   SOLE N/A 3,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   661,647 2,100 SH   SOLE N/A 2,100 0 0
VIRTUS CONVERTIBLE & INC FD COM 92838U108   54,300 18,100 SH   SOLE N/A 18,100 0 0
VMWARE INC CL A COM 928563402   799,040 6,400 SH   SOLE N/A 6,400 0 0
WATSCO INC COM 942622200   731,768 2,300 SH   SOLE N/A 2,300 0 0
WP CAREY INC COM 92936U109   232,350 3,000 SH   SOLE N/A 3,000 0 0
YAMANA GOLD INC COM 98462Y100   1,005,030 171,800 SH   SOLE N/A 171,800 0 0