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    <nameOfIssuer>3M CO</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>00287Y109</cusip>
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    <nameOfIssuer>ACADIA HEALTHCARE COMPANY IN</nameOfIssuer>
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    <cusip>00404A109</cusip>
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    <nameOfIssuer>ACCELERANT HOLDINGS</nameOfIssuer>
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    <cusip>G00894108</cusip>
    <value>841667</value>
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      <Sole>62999</Sole>
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    <nameOfIssuer>ACUSHNET HLDGS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>005098108</cusip>
    <value>212387</value>
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    <nameOfIssuer>ADAPTIVE BIOTECHNOLOGIES COR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00650F109</cusip>
    <value>4408621</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>00724F101</cusip>
    <value>1070524</value>
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      <sshPrnamt>4404</sshPrnamt>
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      <Sole>4404</Sole>
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    <nameOfIssuer>ADT INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00090Q103</cusip>
    <value>465964</value>
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      <Sole>70923</Sole>
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      <None>0</None>
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    <nameOfIssuer>ADVANCED ENERGY INDS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007973100</cusip>
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      <Sole>12484</Sole>
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    <nameOfIssuer>AEBI SCHMIDT HLDG AG</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>H00501108</cusip>
    <value>262694</value>
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      <None>0</None>
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    <nameOfIssuer>AEROVIRONMENT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>008073108</cusip>
    <value>1192022</value>
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      <sshPrnamt>6512</sshPrnamt>
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    <nameOfIssuer>AES CORP</nameOfIssuer>
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    <cusip>00130H105</cusip>
    <value>8212272</value>
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    <nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00846U101</cusip>
    <value>1085660</value>
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      <None>0</None>
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    <nameOfIssuer>AGNC INVT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00123Q104</cusip>
    <value>2244724</value>
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      <None>0</None>
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    <nameOfIssuer>AIR LEASE CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>00912X302</cusip>
    <value>4013292</value>
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      <Sole>61800</Sole>
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      <None>0</None>
    </votingAuthority>
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    <titleOfClass>COM CL A</titleOfClass>
    <cusip>009066101</cusip>
    <value>2644808</value>
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      <Sole>20944</Sole>
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      <None>0</None>
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    <nameOfIssuer>AKAMAI TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00971T101</cusip>
    <value>6058338</value>
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      <None>0</None>
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    <nameOfIssuer>ALBERTSONS COS INC</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
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    <value>4265623</value>
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    <nameOfIssuer>ALCON AG</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>H01301128</cusip>
    <value>3021535</value>
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      <sshPrnamt>40100</sshPrnamt>
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      <Sole>40100</Sole>
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    <nameOfIssuer>ALGONQUIN POWER &amp; UTILITIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>015857105</cusip>
    <value>96306</value>
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      <Sole>15685</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALIGN TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>016255101</cusip>
    <value>1629785</value>
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      <sshPrnamt>9507</sshPrnamt>
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      <Sole>9507</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALIGOS THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>01626L204</cusip>
    <value>1105577</value>
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      <Sole>148799</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALKAMI TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01644J108</cusip>
    <value>298169</value>
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      <Sole>19028</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALKERMES PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G01767105</cusip>
    <value>5525318</value>
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      <sshPrnamt>156259</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>156259</Sole>
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      <None>0</None>
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    <cusip>G0176J109</cusip>
    <value>1034029</value>
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      <sshPrnamt>7117</sshPrnamt>
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      <Sole>7117</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALLIANCE LAUNDRY HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01862Q107</cusip>
    <value>201842</value>
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      <sshPrnamt>9732</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9732</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALLIANT ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>018802108</cusip>
    <value>19426580</value>
    <shrsOrPrnAmt>
      <sshPrnamt>270716</sshPrnamt>
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      <Sole>270716</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ALLIED GOLD CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>01921D204</cusip>
    <value>2020704</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>65100</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>02005N100</cusip>
    <value>1776884</value>
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      <sshPrnamt>45294</sshPrnamt>
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      <Sole>45294</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALMONTY INDS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>020398707</cusip>
    <value>249099</value>
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      <sshPrnamt>17203</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>17203</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALNYLAM PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02043Q107</cusip>
    <value>1194772</value>
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      <Sole>3611</Sole>
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      <None>0</None>
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    <cusip>02079K305</cusip>
    <value>752832</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2618</sshPrnamt>
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      <Sole>2618</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL C</titleOfClass>
    <cusip>02079K107</cusip>
    <value>2368029</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8255</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8255</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALT5 SIGMA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>47089W104</cusip>
    <value>16428</value>
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      <sshPrnamt>14800</sshPrnamt>
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    <votingAuthority>
      <Sole>14800</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>23997911</value>
    <shrsOrPrnAmt>
      <sshPrnamt>115225</sshPrnamt>
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      <Sole>115225</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMC ENTMT HLDGS INC</nameOfIssuer>
    <titleOfClass>CL A NEW</titleOfClass>
    <cusip>00165C302</cusip>
    <value>73490</value>
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    <titleOfClass>SHS</titleOfClass>
    <cusip>G02602103</cusip>
    <value>392082</value>
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      <sshPrnamt>6008</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>6008</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AMEREN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023608102</cusip>
    <value>17327789</value>
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      <sshPrnamt>157640</sshPrnamt>
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      <Sole>157640</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMERICAN ELEC PWR CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>025537101</cusip>
    <value>16847581</value>
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    <nameOfIssuer>ANTERIS TECHNOLOGIES GLOBAL</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
    <cusip>038336103</cusip>
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    <cusip>G3265R107</cusip>
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    <nameOfIssuer>ARCELORMITTAL SA LUXEMBOURG</nameOfIssuer>
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    <cusip>03938L203</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>03969F109</cusip>
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    <nameOfIssuer>ARMOUR RESIDENTIAL REIT INC</nameOfIssuer>
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    <cusip>042315705</cusip>
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    <nameOfIssuer>ARTISAN PARTNERS ASSET MGMT</nameOfIssuer>
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    <cusip>04342Y104</cusip>
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      <sshPrnamt>35818</sshPrnamt>
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    <nameOfIssuer>ASML HLDG NV</nameOfIssuer>
    <titleOfClass>N Y REGISTRY SHS</titleOfClass>
    <cusip>N07059210</cusip>
    <value>37254010</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>045487105</cusip>
    <value>710866</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>G0585R106</cusip>
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      <Sole>2571</Sole>
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    <titleOfClass>COM</titleOfClass>
    <cusip>046433108</cusip>
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      <Sole>6481</Sole>
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    <titleOfClass>COM</titleOfClass>
    <cusip>00206R102</cusip>
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    <nameOfIssuer>ATLANTIC UN BANKSHARES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>04911A107</cusip>
    <value>257828</value>
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      <sshPrnamt>7214</sshPrnamt>
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      <Sole>7214</Sole>
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    <nameOfIssuer>ATLAS ENERGY SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>642045108</cusip>
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      <Sole>44955</Sole>
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    <nameOfIssuer>AUTODESK INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>052769106</cusip>
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      <Sole>4529</Sole>
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    <nameOfIssuer>AUTOZONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053332102</cusip>
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    <shrsOrPrnAmt>
      <sshPrnamt>2297</sshPrnamt>
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      <Sole>2297</Sole>
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    <nameOfIssuer>AVALONBAY CMNTYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053484101</cusip>
    <value>850563</value>
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      <sshPrnamt>5207</sshPrnamt>
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      <Sole>5207</Sole>
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    <nameOfIssuer>AVERY DENNISON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>CASTLE BIOSCIENCES INC</nameOfIssuer>
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    <nameOfIssuer>CELCUITY INC</nameOfIssuer>
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    <nameOfIssuer>CHOICE HOTELS INTL INC</nameOfIssuer>
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    <nameOfIssuer>CINTAS CORP</nameOfIssuer>
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    <nameOfIssuer>CIPHER DIGITAL INC</nameOfIssuer>
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    <nameOfIssuer>CISCO SYS INC</nameOfIssuer>
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    <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
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    <nameOfIssuer>CLEANSPARK INC</nameOfIssuer>
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    <cusip>18452B209</cusip>
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    <nameOfIssuer>CLEAR CHANNEL OUTDOOR HLDGS</nameOfIssuer>
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    <cusip>18453H106</cusip>
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    <nameOfIssuer>DECKERS OUTDOOR CORP</nameOfIssuer>
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    <cusip>243537107</cusip>
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    <nameOfIssuer>DREAM FINDERS HOMES INC</nameOfIssuer>
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      <Sole>52630</Sole>
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      <sshPrnamt>8726</sshPrnamt>
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      <Sole>8726</Sole>
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      <Sole>12173</Sole>
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    <nameOfIssuer>EAST WEST BANCORP INC</nameOfIssuer>
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    <nameOfIssuer>GRAPHIC PACKAGING HLDG CO</nameOfIssuer>
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    <nameOfIssuer>GROCERY OUTLET HLDG CORP</nameOfIssuer>
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    <nameOfIssuer>GROUP 1 AUTOMOTIVE INC</nameOfIssuer>
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    <nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</nameOfIssuer>
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    <nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
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    <nameOfIssuer>HORMEL FOODS CORP</nameOfIssuer>
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    <nameOfIssuer>HOST HOTELS &amp; RESORTS INC</nameOfIssuer>
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    <nameOfIssuer>HP INC</nameOfIssuer>
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    <nameOfIssuer>HUMANA INC</nameOfIssuer>
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    <nameOfIssuer>MICROCHIP TECHNOLOGY INC.</nameOfIssuer>
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    <titleOfClass>COM NEW</titleOfClass>
    <cusip>606710200</cusip>
    <value>139536</value>
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    <votingAuthority>
      <Sole>10336</Sole>
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      <None>0</None>
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    <nameOfIssuer>MKS INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55306N104</cusip>
    <value>36978497</value>
    <shrsOrPrnAmt>
      <sshPrnamt>160909</sshPrnamt>
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    <votingAuthority>
      <Sole>160909</Sole>
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      <None>0</None>
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    <nameOfIssuer>MOBILEYE GLOBAL INC</nameOfIssuer>
    <titleOfClass>COMMON CLASS A</titleOfClass>
    <cusip>60741F104</cusip>
    <value>380866</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55439</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>55439</Sole>
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      <None>0</None>
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    <nameOfIssuer>MOLSON COORS BEVERAGE CO</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>60871R209</cusip>
    <value>3890686</value>
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      <sshPrnamt>90355</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>90355</Sole>
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      <None>0</None>
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    <nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
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    <cusip>609207105</cusip>
    <value>315003</value>
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      <sshPrnamt>5465</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5465</Sole>
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      <None>0</None>
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    <nameOfIssuer>MONGODB INC</nameOfIssuer>
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    <cusip>60937P106</cusip>
    <value>906628</value>
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      <sshPrnamt>3704</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3704</Sole>
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      <None>0</None>
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    <nameOfIssuer>MOODYS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>615369105</cusip>
    <value>6422473</value>
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      <sshPrnamt>14722</sshPrnamt>
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    <votingAuthority>
      <Sole>14722</Sole>
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      <None>0</None>
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    <nameOfIssuer>MOSAIC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>61945C103</cusip>
    <value>1526787</value>
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      <sshPrnamt>59874</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>59874</Sole>
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      <None>0</None>
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    <nameOfIssuer>MOTOROLA SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>620076307</cusip>
    <value>10744663</value>
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      <sshPrnamt>24759</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24759</Sole>
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      <None>0</None>
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    <nameOfIssuer>MSCI INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55354G100</cusip>
    <value>3653410</value>
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      <sshPrnamt>6778</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6778</Sole>
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      <None>0</None>
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    <nameOfIssuer>MURPHY USA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>626755102</cusip>
    <value>1955133</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3958</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3958</Sole>
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      <None>0</None>
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    <nameOfIssuer>NATIONAL ENERGY SERVICES REU</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G6375R107</cusip>
    <value>9480916</value>
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      <sshPrnamt>441589</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>441589</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEKTAR THERAPEUTICS</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>640268306</cusip>
    <value>3066797</value>
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      <sshPrnamt>42624</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42624</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEPTUNE INS HLDGS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>64073B103</cusip>
    <value>898417</value>
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      <sshPrnamt>37140</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>37140</Sole>
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      <None>0</None>
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    <nameOfIssuer>NETFLIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>406138</value>
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      <sshPrnamt>4224</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4224</Sole>
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      <None>0</None>
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    <nameOfIssuer>NETSKOPE INC</nameOfIssuer>
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    <cusip>64119N608</cusip>
    <value>88075</value>
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      <sshPrnamt>10374</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10374</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEW FORTRESS ENERGY INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>644393100</cusip>
    <value>10679</value>
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      <sshPrnamt>18100</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18100</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEW JERSEY RES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>646025106</cusip>
    <value>595333</value>
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      <sshPrnamt>10840</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10840</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEXGEN ENERGY LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65340P106</cusip>
    <value>861080</value>
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      <sshPrnamt>74231</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>74231</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEXTPOWER INC</nameOfIssuer>
    <titleOfClass>CLASS A COM</titleOfClass>
    <cusip>65290E101</cusip>
    <value>502814</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4171</Sole>
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      <None>0</None>
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    <nameOfIssuer>NIO INC</nameOfIssuer>
    <titleOfClass>SPON ADS</titleOfClass>
    <cusip>62914V106</cusip>
    <value>246663</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40906</Sole>
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    <nameOfIssuer>NISOURCE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65473P105</cusip>
    <value>11174183</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>239481</Sole>
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    <nameOfIssuer>NOBLE CORP PLC</nameOfIssuer>
    <titleOfClass>ORD SHS A</titleOfClass>
    <cusip>G65431127</cusip>
    <value>1426318</value>
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    <votingAuthority>
      <Sole>29067</Sole>
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    <nameOfIssuer>NOKIA CORP</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>654902204</cusip>
    <value>1974294</value>
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      <Sole>245559</Sole>
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    <nameOfIssuer>NORFOLK SOUTHN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>655844108</cusip>
    <value>15245727</value>
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      <sshPrnamt>53121</sshPrnamt>
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      <Sole>53121</Sole>
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    <nameOfIssuer>NORTHERN OIL &amp; GAS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>665531307</cusip>
    <value>2408464</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>82397</Sole>
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      <None>0</None>
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    <nameOfIssuer>NORTHERN TR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>665859104</cusip>
    <value>480679</value>
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      <sshPrnamt>3444</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3444</Sole>
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      <None>0</None>
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    <nameOfIssuer>NORTHROP GRUMMAN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>666807102</cusip>
    <value>10861943</value>
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      <sshPrnamt>15921</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15921</Sole>
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      <None>0</None>
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    <nameOfIssuer>NRG ENERGY INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>629377508</cusip>
    <value>4205032</value>
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      <sshPrnamt>28774</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28774</Sole>
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      <None>0</None>
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    <nameOfIssuer>NUCOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>670346105</cusip>
    <value>3875603</value>
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      <sshPrnamt>22919</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22919</Sole>
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    <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066G104</cusip>
    <value>25119878</value>
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      <sshPrnamt>144036</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>144036</Sole>
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      <None>0</None>
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    <nameOfIssuer>NVR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>62944T105</cusip>
    <value>27044662</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4104</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4104</Sole>
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      <None>0</None>
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    <nameOfIssuer>NXP SEMICONDUCTORS N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N6596X109</cusip>
    <value>10868444</value>
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      <sshPrnamt>55209</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>55209</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>OCCIDENTAL PETE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>674599105</cusip>
    <value>1138085</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17509</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>17509</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>OCUGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67577C105</cusip>
    <value>75687</value>
    <shrsOrPrnAmt>
      <sshPrnamt>41816</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>41816</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>OKTA INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>679295105</cusip>
    <value>1038736</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13197</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13197</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>OLD NATL BANCORP IND</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>680033107</cusip>
    <value>1652528</value>
    <shrsOrPrnAmt>
      <sshPrnamt>74775</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>74775</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>OLD REP INTL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>680223104</cusip>
    <value>333045</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8347</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8347</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>OLIN CORP</nameOfIssuer>
    <titleOfClass>COM PAR $1</titleOfClass>
    <cusip>680665205</cusip>
    <value>5857345</value>
    <shrsOrPrnAmt>
      <sshPrnamt>197018</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>197018</Sole>
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      <None>0</None>
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    <nameOfIssuer>ON HLDG AG</nameOfIssuer>
    <titleOfClass>NAMEN AKT A</titleOfClass>
    <cusip>H5919C104</cusip>
    <value>843798</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24803</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>54685</Sole>
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      <None>0</None>
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    <nameOfIssuer>ONEOK INC NEW</nameOfIssuer>
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    <votingAuthority>
      <Sole>16607</Sole>
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      <None>0</None>
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    <nameOfIssuer>ONTO INNOVATION INC</nameOfIssuer>
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      <sshPrnamt>24846</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24846</Sole>
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      <None>0</None>
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    <nameOfIssuer>OR ROYALTIES INC.</nameOfIssuer>
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      <sshPrnamt>179129</sshPrnamt>
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    <votingAuthority>
      <Sole>179129</Sole>
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      <None>0</None>
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    <nameOfIssuer>OREILLY AUTOMOTIVE INC</nameOfIssuer>
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      <Sole>166220</Sole>
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      <None>0</None>
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      <Sole>23455</Sole>
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      <None>0</None>
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      <sshPrnamt>42446</sshPrnamt>
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      <Sole>42446</Sole>
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    <nameOfIssuer>OTIS WORLDWIDE CORP</nameOfIssuer>
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      <sshPrnamt>31689</sshPrnamt>
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    <votingAuthority>
      <Sole>31689</Sole>
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      <None>0</None>
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    <nameOfIssuer>OVINTIV INC</nameOfIssuer>
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      <sshPrnamt>7413</sshPrnamt>
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    <votingAuthority>
      <Sole>7413</Sole>
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      <None>0</None>
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    <nameOfIssuer>OWENS CORNING NEW</nameOfIssuer>
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      <sshPrnamt>143361</sshPrnamt>
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    <votingAuthority>
      <Sole>143361</Sole>
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      <None>0</None>
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    <nameOfIssuer>OXFORD INDS INC</nameOfIssuer>
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      <sshPrnamt>20667</sshPrnamt>
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    <votingAuthority>
      <Sole>20667</Sole>
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      <None>0</None>
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    <nameOfIssuer>PAGAYA TECHNOLOGIES LTD</nameOfIssuer>
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    <cusip>M7S64L123</cusip>
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      <sshPrnamt>23054</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>23054</Sole>
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      <None>0</None>
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    <nameOfIssuer>PAN AMERN SILVER CORP</nameOfIssuer>
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    <cusip>697900108</cusip>
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      <sshPrnamt>6525</sshPrnamt>
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    <votingAuthority>
      <Sole>6525</Sole>
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      <None>0</None>
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    <nameOfIssuer>PAPA JOHNS INTL INC</nameOfIssuer>
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    <cusip>698813102</cusip>
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      <sshPrnamt>23055</sshPrnamt>
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    <votingAuthority>
      <Sole>23055</Sole>
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      <None>0</None>
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    <nameOfIssuer>PARKER-HANNIFIN CORP</nameOfIssuer>
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    <cusip>701094104</cusip>
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      <sshPrnamt>14091</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14091</Sole>
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      <None>0</None>
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    <nameOfIssuer>PATRICK INDS INC</nameOfIssuer>
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      <sshPrnamt>3188</sshPrnamt>
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    <votingAuthority>
      <Sole>3188</Sole>
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      <None>0</None>
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    <nameOfIssuer>PATTERSON-UTI ENERGY INC</nameOfIssuer>
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    <cusip>703481101</cusip>
    <value>144191</value>
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      <sshPrnamt>13314</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13314</Sole>
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      <None>0</None>
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    <nameOfIssuer>PAYCOM SOFTWARE INC</nameOfIssuer>
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    <cusip>70432V102</cusip>
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      <sshPrnamt>9790</sshPrnamt>
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    <votingAuthority>
      <Sole>9790</Sole>
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      <None>0</None>
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    <nameOfIssuer>PAYLOCITY HLDG CORP</nameOfIssuer>
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      <sshPrnamt>13257</sshPrnamt>
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      <None>0</None>
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    <nameOfIssuer>PDD HOLDINGS INC</nameOfIssuer>
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      <Sole>9842</Sole>
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    <nameOfIssuer>PELOTON INTERACTIVE INC</nameOfIssuer>
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      <Sole>11619</Sole>
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    <nameOfIssuer>PENSKE AUTOMOTIVE GRP INC</nameOfIssuer>
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    <nameOfIssuer>PENUMBRA INC</nameOfIssuer>
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      <Sole>28022</Sole>
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    <nameOfIssuer>PERMIAN RESOURCES CORP</nameOfIssuer>
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      <Sole>70375</Sole>
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    <nameOfIssuer>PFIZER INC</nameOfIssuer>
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      <Sole>28722</Sole>
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    <nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
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      <Sole>265657</Sole>
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    <nameOfIssuer>PHARVARIS N V</nameOfIssuer>
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    <cusip>N69605108</cusip>
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      <Sole>29184</Sole>
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      <None>0</None>
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    <nameOfIssuer>PHATHOM PHARMACEUTICALS INC</nameOfIssuer>
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    <cusip>71722W107</cusip>
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      <Sole>995885</Sole>
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    <nameOfIssuer>PHIBRO ANIMAL HEALTH CORP</nameOfIssuer>
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      <Sole>75466</Sole>
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    <cusip>71844V201</cusip>
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      <Sole>29490</Sole>
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    <nameOfIssuer>PILGRIMS PRIDE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>72147K108</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14352</Sole>
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      <None>0</None>
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    <nameOfIssuer>PINTEREST INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>72352L106</cusip>
    <value>559077</value>
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      <sshPrnamt>30484</sshPrnamt>
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    <votingAuthority>
      <Sole>30484</Sole>
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      <None>0</None>
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    <nameOfIssuer>PITNEY BOWES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>724479100</cusip>
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      <sshPrnamt>24975</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>24975</Sole>
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      <None>0</None>
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    <nameOfIssuer>PLAYBOY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>72814P109</cusip>
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      <sshPrnamt>10000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>PNC FINL SVCS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693475105</cusip>
    <value>1387544</value>
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      <sshPrnamt>6668</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6668</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>POET TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>73044W302</cusip>
    <value>451529</value>
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      <sshPrnamt>76015</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>76015</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>POOL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>73278L105</cusip>
    <value>407290</value>
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      <sshPrnamt>2013</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>2013</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>PORTLAND GEN ELEC CO</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>736508847</cusip>
    <value>7197195</value>
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      <sshPrnamt>136388</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>136388</Sole>
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      <None>0</None>
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    <nameOfIssuer>POST HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>737446104</cusip>
    <value>981284</value>
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    <nameOfIssuer>PROLOGIS INC.</nameOfIssuer>
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    <nameOfIssuer>RAMBUS INC DEL</nameOfIssuer>
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    <nameOfIssuer>RAYONIER ADVANCED MATLS INC</nameOfIssuer>
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    <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
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    <nameOfIssuer>RESTAURANT BRANDS INTL INC</nameOfIssuer>
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    <nameOfIssuer>RHYTHM PHARMACEUTICALS INC</nameOfIssuer>
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    <nameOfIssuer>RIO TINTO PLC</nameOfIssuer>
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    <nameOfIssuer>RIVIAN AUTOMOTIVE INC</nameOfIssuer>
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    <nameOfIssuer>ROBERT HALF INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>770323103</cusip>
    <value>1395781</value>
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      <sshPrnamt>54952</sshPrnamt>
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    <cusip>770700102</cusip>
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    <nameOfIssuer>ROBLOX CORP</nameOfIssuer>
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    <cusip>771049103</cusip>
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      <sshPrnamt>9224</sshPrnamt>
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    <nameOfIssuer>ROCKET COS INC</nameOfIssuer>
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    <cusip>77311W101</cusip>
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      <Sole>237781</Sole>
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    <nameOfIssuer>RPM INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>749685103</cusip>
    <value>1215761</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12231</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12231</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RTX CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75513E101</cusip>
    <value>513114</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2660</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2660</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RUBRIK INC.</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>781154109</cusip>
    <value>440828</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9002</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9002</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RYAN SPECIALTY HOLDINGS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>78351F107</cusip>
    <value>967967</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28689</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28689</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RYERSON HLDG CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>783754104</cusip>
    <value>6509848</value>
    <shrsOrPrnAmt>
      <sshPrnamt>289584</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>289584</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RYMAN HOSPITALITY PPTYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78377T107</cusip>
    <value>7331221</value>
    <shrsOrPrnAmt>
      <sshPrnamt>79454</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>79454</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78409V104</cusip>
    <value>2630303</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6184</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6184</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SABRA HEALTH CARE REIT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78573L106</cusip>
    <value>737586</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38356</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>38356</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SAIA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78709Y105</cusip>
    <value>7039651</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20040</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20040</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SANDISK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>80004C200</cusip>
    <value>8102491</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12753</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12753</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SANOFI SA</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>80105N105</cusip>
    <value>248464</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5157</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5157</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SAREPTA THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>803607100</cusip>
    <value>256072</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11768</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11768</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SBA COMMUNICATIONS CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>78410G104</cusip>
    <value>227874</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1324</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1324</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SCHWAB CHARLES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>808513105</cusip>
    <value>2522517</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26841</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26841</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEA LTD</nameOfIssuer>
    <titleOfClass>SPONSORD ADS</titleOfClass>
    <cusip>81141R100</cusip>
    <value>394010</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4758</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4758</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEADRILL LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G7997W102</cusip>
    <value>586495</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12890</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12890</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEALED AIR CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81211K100</cusip>
    <value>2102500</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEALED AIR CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81211K100</cusip>
    <value>4205000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>100000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEI INVTS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>784117103</cusip>
    <value>640472</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8162</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8162</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>STATE STREET COM</titleOfClass>
    <cusip>81369Y852</cusip>
    <value>2076962</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18735</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18735</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>STATE STREET CON</titleOfClass>
    <cusip>81369Y407</cusip>
    <value>211966</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1945</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1945</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>STATE STREET FIN</titleOfClass>
    <cusip>81369Y605</cusip>
    <value>14428728</value>
    <shrsOrPrnAmt>
      <sshPrnamt>292257</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>292257</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>STATE STREET MAT</titleOfClass>
    <cusip>81369Y100</cusip>
    <value>2913001</value>
    <shrsOrPrnAmt>
      <sshPrnamt>58295</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>58295</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEMTECH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>816850101</cusip>
    <value>3246142</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42218</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42218</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SENSATA TECHNOLOGIES HLDG PL</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G8060N102</cusip>
    <value>8172836</value>
    <shrsOrPrnAmt>
      <sshPrnamt>232051</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>232051</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SERVICE PPTYS TR</nameOfIssuer>
    <titleOfClass>COM SH BEN INT</titleOfClass>
    <cusip>81761L102</cusip>
    <value>88075</value>
    <shrsOrPrnAmt>
      <sshPrnamt>65000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>65000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SERVICETITAN INC</nameOfIssuer>
    <titleOfClass>SHS CL A</titleOfClass>
    <cusip>81764X103</cusip>
    <value>331388</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5222</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5222</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SES AI CORPORATION</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>78397Q109</cusip>
    <value>33285</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>34600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHAKE SHACK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>819047101</cusip>
    <value>542498</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6132</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6132</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHARPLINK INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>820014405</cusip>
    <value>73169</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11344</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11344</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHIFT4 PMTS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>82452J109</cusip>
    <value>458422</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10483</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10483</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHOALS TECHNOLOGIES GROUP IN</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>82489W107</cusip>
    <value>1573554</value>
    <shrsOrPrnAmt>
      <sshPrnamt>239142</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>239142</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
    <titleOfClass>CL A SUB VTG SHS</titleOfClass>
    <cusip>82509L107</cusip>
    <value>1827934</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15410</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15410</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SILA REALTY TRUST INC</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>146280508</cusip>
    <value>3326259</value>
    <shrsOrPrnAmt>
      <sshPrnamt>140467</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>140467</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SILGAN HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>827048109</cusip>
    <value>1140448</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29393</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29393</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SILICON MOTION TECHNOLOGY CO</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>82706C108</cusip>
    <value>2735497</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24361</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24361</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SIRIUSXM HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>829933100</cusip>
    <value>3998264</value>
    <shrsOrPrnAmt>
      <sshPrnamt>173235</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>173235</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SKYWEST INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>830879102</cusip>
    <value>9785405</value>
    <shrsOrPrnAmt>
      <sshPrnamt>106560</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>106560</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83088M102</cusip>
    <value>3477216</value>
    <shrsOrPrnAmt>
      <sshPrnamt>64934</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>64934</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SL GREEN RLTY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78440X887</cusip>
    <value>722509</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19559</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19559</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <titleOfClass>COM</titleOfClass>
    <cusip>78442P106</cusip>
    <value>4108515</value>
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      <sshPrnamt>191897</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>191897</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SM ENERGY COMPANY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78454L100</cusip>
    <value>2480338</value>
    <shrsOrPrnAmt>
      <sshPrnamt>79549</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>79549</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SMARTRENT INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>83193G107</cusip>
    <value>34200</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22800</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SMITH &amp; NEPHEW PLC</nameOfIssuer>
    <titleOfClass>SPDN ADR NEW</titleOfClass>
    <cusip>83175M205</cusip>
    <value>725760</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22837</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22837</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SMITH A O CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>831865209</cusip>
    <value>2785965</value>
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      <sshPrnamt>42250</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42250</Sole>
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      <None>0</None>
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    <nameOfIssuer>SNAP ON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>833034101</cusip>
    <value>4445813</value>
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      <sshPrnamt>12240</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12240</Sole>
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      <None>0</None>
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    <nameOfIssuer>SOCIEDAD QUIMICA Y MINERA DE</nameOfIssuer>
    <titleOfClass>SPON ADR SER B</titleOfClass>
    <cusip>833635105</cusip>
    <value>441528</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5455</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5455</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SOLAREDGE TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83417M104</cusip>
    <value>271637</value>
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      <sshPrnamt>5321</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5321</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SOLARIS ENERGY INFRAS INC</nameOfIssuer>
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    <cusip>83418M103</cusip>
    <value>1133139</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20052</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20052</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SOLENO THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>834203309</cusip>
    <value>1894466</value>
    <shrsOrPrnAmt>
      <sshPrnamt>56585</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>56585</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SOLSTICE ADVANCED MATLS INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>83443Q103</cusip>
    <value>262752</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3450</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3450</Sole>
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      <None>0</None>
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    <nameOfIssuer>SOUTHWEST GAS HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>844895102</cusip>
    <value>3340957</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38446</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>38446</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
    <titleOfClass>STATE STREET SPD</titleOfClass>
    <cusip>78464A722</cusip>
    <value>842560</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15577</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15577</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
    <titleOfClass>STATE STREET SPD</titleOfClass>
    <cusip>78464A714</cusip>
    <value>1318179</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16381</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16381</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
    <titleOfClass>STATE STREET SPD</titleOfClass>
    <cusip>78464A797</cusip>
    <value>1037540</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17423</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>17423</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
    <titleOfClass>STATE STREET SPD</titleOfClass>
    <cusip>78468R549</cusip>
    <value>1032661</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8877</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8877</Sole>
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      <None>0</None>
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    <nameOfIssuer>SPOTIFY TECHNOLOGY S A</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>L8681T102</cusip>
    <value>2305262</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4754</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4754</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SPROUTS FMRS MKT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>85208M102</cusip>
    <value>1877576</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24343</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24343</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STANDARDAERO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>85423L103</cusip>
    <value>1779764</value>
    <shrsOrPrnAmt>
      <sshPrnamt>68903</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>68903</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STANLEY BLACK &amp; DECKER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>854502101</cusip>
    <value>630658</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8875</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8875</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STARWOOD PPTY TR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>85571B105</cusip>
    <value>1045082</value>
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      <sshPrnamt>60690</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>60690</Sole>
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      <None>0</None>
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    <nameOfIssuer>STATE STR SPDR S&amp;P 500 ETF T</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>470623744</value>
    <shrsOrPrnAmt>
      <sshPrnamt>723658</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>723658</Sole>
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      <None>0</None>
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    <nameOfIssuer>STATE STR SPDR S&amp;P 500 ETF T</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>13006800</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
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    <votingAuthority>
      <Sole>20000</Sole>
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      <None>0</None>
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    <nameOfIssuer>STATE STR SPDR S&amp;P MIDCAP 40</nameOfIssuer>
    <titleOfClass>UTSER1 S&amp;PDCRP</titleOfClass>
    <cusip>78467Y107</cusip>
    <value>32986792</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53484</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>53484</Sole>
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      <None>0</None>
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    <nameOfIssuer>STEEL DYNAMICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>858119100</cusip>
    <value>6978240</value>
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      <sshPrnamt>38768</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>38768</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STELLAR BANCORP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>858927106</cusip>
    <value>378584</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10341</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10341</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STRIDE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>86333M108</cusip>
    <value>2347614</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26626</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26626</Sole>
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      <None>0</None>
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    <nameOfIssuer>SUMMIT HOTEL PPTYS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>866082100</cusip>
    <value>57129</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12925</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12925</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SUN CMNTYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>866674104</cusip>
    <value>3506852</value>
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      <sshPrnamt>27841</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27841</Sole>
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      <None>0</None>
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    <nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>867224107</cusip>
    <value>593800</value>
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      <sshPrnamt>8982</sshPrnamt>
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    <votingAuthority>
      <Sole>8982</Sole>
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      <None>0</None>
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    <nameOfIssuer>SUNOCOCORP LLC</nameOfIssuer>
    <titleOfClass>COM SHS LLC</titleOfClass>
    <cusip>86765Q106</cusip>
    <value>6229424</value>
    <shrsOrPrnAmt>
      <sshPrnamt>101045</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>101045</Sole>
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      <None>0</None>
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    <nameOfIssuer>SUNSTONE HOTEL INVS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>867892101</cusip>
    <value>911073</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>101118</Sole>
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      <None>0</None>
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    <nameOfIssuer>SUPER MICRO COMPUTER INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>86800U302</cusip>
    <value>967452</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42488</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42488</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SUPERNUS PHARMACEUTICALS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>868459108</cusip>
    <value>467536</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9045</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9045</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>SWEETGREEN INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>87043Q108</cusip>
    <value>97743</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18833</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18833</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SYLVAMO CORP</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>871332102</cusip>
    <value>2266260</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53652</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>53652</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SYNDAX PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87164F105</cusip>
    <value>1549702</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66340</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66340</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SYSCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871829107</cusip>
    <value>4103829</value>
    <shrsOrPrnAmt>
      <sshPrnamt>57533</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>57533</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFAC</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <value>17647749</value>
    <shrsOrPrnAmt>
      <sshPrnamt>52220</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>52220</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWAR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>874054109</cusip>
    <value>8525088</value>
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    <nameOfIssuer>TANGO THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87583X109</cusip>
    <value>262232</value>
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      <sshPrnamt>12535</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12535</Sole>
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      <None>0</None>
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    <nameOfIssuer>TAPESTRY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>876030107</cusip>
    <value>4026574</value>
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      <sshPrnamt>28535</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28535</Sole>
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      <None>0</None>
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    <nameOfIssuer>TC ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87807B107</cusip>
    <value>302358</value>
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      <sshPrnamt>4830</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4830</Sole>
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      <None>0</None>
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    <nameOfIssuer>TD SYNNEX CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87162W100</cusip>
    <value>574626</value>
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      <sshPrnamt>3406</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3406</Sole>
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      <None>0</None>
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    <nameOfIssuer>TECHNIPFMC PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G87110105</cusip>
    <value>239052</value>
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      <sshPrnamt>3458</sshPrnamt>
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    <votingAuthority>
      <Sole>3458</Sole>
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      <None>0</None>
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    <nameOfIssuer>TECNOGLASS INC</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G87264100</cusip>
    <value>496332</value>
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    <votingAuthority>
      <Sole>11141</Sole>
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      <None>0</None>
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    <nameOfIssuer>TELADOC HEALTH INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87918A105</cusip>
    <value>339410</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62277</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>62277</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TEMPUS AI INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>88023B103</cusip>
    <value>375507</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8304</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8304</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TERAWULF INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88080T104</cusip>
    <value>159221</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11034</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11034</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TERNS PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>880881107</cusip>
    <value>16458182</value>
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      <sshPrnamt>312181</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>312181</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TEXAS ROADHOUSE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>882681109</cusip>
    <value>3786660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22930</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22930</Sole>
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      <None>0</None>
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    <nameOfIssuer>TEXTRON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>883203101</cusip>
    <value>733140</value>
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      <sshPrnamt>8373</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8373</Sole>
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      <None>0</None>
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    <nameOfIssuer>TG THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88322Q108</cusip>
    <value>339409</value>
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      <sshPrnamt>10217</sshPrnamt>
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    <votingAuthority>
      <Sole>10217</Sole>
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      <None>0</None>
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    <nameOfIssuer>THE BALDWIN INSURANCE GRP IN</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>05589G102</cusip>
    <value>946141</value>
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      <sshPrnamt>43124</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>43124</Sole>
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      <None>0</None>
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    <nameOfIssuer>THE CAMPBELLS COMPANY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>134429109</cusip>
    <value>4712622</value>
    <shrsOrPrnAmt>
      <sshPrnamt>211613</sshPrnamt>
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    <votingAuthority>
      <Sole>211613</Sole>
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      <None>0</None>
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    <nameOfIssuer>THE CIGNA GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125523100</cusip>
    <value>706087</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2647</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2647</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TIMKEN CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>887389104</cusip>
    <value>4299770</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42754</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42754</Sole>
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      <None>0</None>
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    <nameOfIssuer>TJX COS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872540109</cusip>
    <value>8353747</value>
    <shrsOrPrnAmt>
      <sshPrnamt>52309</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>52309</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>T-MOBILE US INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872590104</cusip>
    <value>5982284</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28483</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28483</Sole>
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      <None>0</None>
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    <nameOfIssuer>TOPBUILD COR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89055F103</cusip>
    <value>27290389</value>
    <shrsOrPrnAmt>
      <sshPrnamt>77684</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>77684</Sole>
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      <None>0</None>
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    <nameOfIssuer>TOYOTA MOTOR CORP</nameOfIssuer>
    <titleOfClass>ADS</titleOfClass>
    <cusip>892331307</cusip>
    <value>742336</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3602</Sole>
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      <None>0</None>
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    <nameOfIssuer>TPG INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>872657101</cusip>
    <value>874084</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21577</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>892356106</cusip>
    <value>5565603</value>
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    <votingAuthority>
      <Sole>122861</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRANE TECHNOLOGIES PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G8994E103</cusip>
    <value>9902159</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23761</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRANSDIGM GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>893641100</cusip>
    <value>1252836</value>
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      <sshPrnamt>1081</sshPrnamt>
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    <votingAuthority>
      <Sole>1081</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRAVEL PLUS LEISURE CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>894164102</cusip>
    <value>1400060</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20235</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20235</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>TRAVELERS COMPANIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89417E109</cusip>
    <value>571693</value>
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      <sshPrnamt>1960</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1960</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRI POINTE HOMES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87265H109</cusip>
    <value>467300</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10000</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRILOGY METALS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89621C105</cusip>
    <value>166217</value>
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    <votingAuthority>
      <Sole>46300</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRIP COM GROUP LTD</nameOfIssuer>
    <titleOfClass>ADS</titleOfClass>
    <cusip>89677Q107</cusip>
    <value>478980</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9620</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRIPADVISOR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>896945201</cusip>
    <value>1489309</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>139710</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>TRUIST FINL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89832Q109</cusip>
    <value>773905</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16835</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16835</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>TRUMP MEDIA &amp; TECHNOLOGY GRO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25400Q105</cusip>
    <value>249660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26903</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26903</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TTM TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87305R109</cusip>
    <value>6188313</value>
    <shrsOrPrnAmt>
      <sshPrnamt>63522</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>63522</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TUTOR PERINI CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>901109108</cusip>
    <value>883440</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11445</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11445</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TWO HARBORS INVENTMENT CORPO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90187B804</cusip>
    <value>572142</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50100</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50100</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>UDR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>902653104</cusip>
    <value>1356841</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40167</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40167</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>UGI CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>902681105</cusip>
    <value>909225</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24965</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24965</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>UIPATH INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>90364P105</cusip>
    <value>1947662</value>
    <shrsOrPrnAmt>
      <sshPrnamt>175465</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>175465</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ULTA BEAUTY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90384S303</cusip>
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    <nameOfIssuer>VANGUARD INTL EQUITY INDEX F</nameOfIssuer>
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    <nameOfIssuer>WEALTHFRONT CORP</nameOfIssuer>
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      <Sole>14189</Sole>
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    <nameOfIssuer>WEBSTER FINL CORP</nameOfIssuer>
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      <Sole>245192</Sole>
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    <nameOfIssuer>WELLS FARGO &amp; CO</nameOfIssuer>
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    <nameOfIssuer>WESTERN DIGITAL CORP</nameOfIssuer>
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    <nameOfIssuer>WESTERN UN CO</nameOfIssuer>
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      <Sole>480458</Sole>
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      <None>0</None>
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    <nameOfIssuer>WESTLAKE CORPORATION</nameOfIssuer>
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    <nameOfIssuer>WHIRLPOOL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <Sole>81716</Sole>
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    <nameOfIssuer>WILLIS TOWERS WATSON PLC LTD</nameOfIssuer>
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    <cusip>G96629103</cusip>
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      <sshPrnamt>1990</sshPrnamt>
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      <Sole>1990</Sole>
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    <nameOfIssuer>WILLSCOT HLDGS CORP</nameOfIssuer>
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</informationTable>
