The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARGO BLOCKCHAIN PLC ADS 040126104   14,835 12,900 SH   SOLE   0 0 12,900
SYLVAMO CORP COMMON STOCK 871332102   489,049 7,129 SH   SOLE   0 0 7,129
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   156,186 13,834 SH   SOLE   0 0 13,834
TERAWULF INC COM 88080T104   114,810 25,800 SH   SOLE   0 0 25,800
ERO COPPER CORP COM 296006109   350,739 16,405 SH   SOLE   0 0 16,405
EXCELERATE ENERGY INC CL A COM 30069T101   360,410 19,545 SH   SOLE   0 0 19,545
FUNKO INC COM CL A 361008105   335,744 34,400 SH   SOLE   0 0 34,400
CACTUS INC CL A 127203107   841,519 15,956 SH   SOLE   0 0 15,956
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   451,447 12,074 SH   SOLE   0 0 12,074
NVENT ELECTRIC PLC SHS G6700G107   451,156 5,889 SH   SOLE   0 0 5,889
NEXGEN ENERGY LTD COM 65340P106   120,056 17,200 SH   SOLE   0 0 17,200
TWIST BIOSCIENCE CORP COM 90184D100   237,973 4,829 SH   SOLE   0 0 4,829
TRONOX HOLDINGS PLC SHS G9087Q102   199,906 12,741 SH   SOLE   0 0 12,741
CLEANSPARK INC COM NEW 18452B209   274,340 17,200 SH   SOLE   0 0 17,200
VITAL FARMS INC COM 92847W103   771,237 16,490 SH   SOLE   0 0 16,490
CIPHER MINING INC COM 17253J106   71,380 17,200 SH   SOLE   0 0 17,200
ENOVIX CORPORATION COM 293594107   162,809 10,531 SH   SOLE   0 0 10,531
ZIM INTEGRATED SHIPPING SERV SHS M9T951109   380,193 17,149 SH   SOLE   0 0 17,149
BITFARMS LTD COM 09173B107   44,204 17,200 SH   SOLE   0 0 17,200
COINBASE GLOBAL INC COM CL A 19260Q107   398,681 1,794 SH   SOLE   0 0 1,794
CORE & MAIN INC CL A 21874C102   420,884 8,600 SH   SOLE   0 0 8,600
DELEK US HLDGS INC NEW COM 24665A103   222,592 8,990 SH   SOLE   0 0 8,990
SEADRILL 2021 LTD COM G7997W102   590,705 11,470 SH   SOLE   0 0 11,470
LEONARDO DRS INC COM 52661A108   207,907 8,150 SH   SOLE   0 0 8,150
NEXTRACKER INC CLASS A COM 65290E101   369,133 7,874 SH   SOLE   0 0 7,874
CRANE COMPANY COMMON STOCK 224408104   509,460 3,514 SH   SOLE   0 0 3,514
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   601,373 8,371 SH   SOLE   0 0 8,371
ANGLOGOLD ASHANTI PLC COM SHS G0378L100   354,333 14,100 SH   SOLE   0 0 14,100
ISHARES BITCOIN TR SHS 46438F101   430,540 12,611 SH   SOLE   0 0 12,611
MOHAWK INDS INC COM 608190104   293,062 2,580 SH   SOLE   0 0 2,580
VEECO INSTRS INC DEL COM 922417100   561,828 12,028 SH   SOLE   0 0 12,028
GENTEX CORP COM 371901109   496,076 14,716 SH   SOLE   0 0 14,716
AGNICO EAGLE MINES LTD COM 008474108   451,522 6,904 SH   SOLE   0 0 6,904
SANFILIPPO JOHN B & SON INC COM 800422107   260,318 2,679 SH   SOLE   0 0 2,679
EAGLE MATLS INC COM 26969P108   420,568 1,934 SH   SOLE   0 0 1,934
SILGAN HLDGS INC COM 827048109   359,720 8,498 SH   SOLE   0 0 8,498
MICROSTRATEGY INC CL A NEW 594972408   497,270 361 SH   SOLE   0 0 361
LOUISIANA PAC CORP COM 546347105   490,604 5,959 SH   SOLE   0 0 5,959
GRIFFON CORP COM 398433102   431,119 6,751 SH   SOLE   0 0 6,751
AUTOLIV INC COM 052800109   313,374 2,929 SH   SOLE   0 0 2,929
TRINITY INDS INC COM 896522109   410,802 13,730 SH   SOLE   0 0 13,730
GATX CORP COM 361448103   541,617 4,092 SH   SOLE   0 0 4,092
ENERPAC TOOL GROUP CORP CL A COM 292765104   355,036 9,299 SH   SOLE   0 0 9,299
METHANEX CORP COM 59151K108   288,209 5,972 SH   SOLE   0 0 5,972
CABOT CORP COM 127055101   364,987 3,972 SH   SOLE   0 0 3,972
OSHKOSH CORP COM 688239201   375,346 3,469 SH   SOLE   0 0 3,469
GEO GROUP INC NEW COM 36162J106   246,992 17,200 SH   SOLE   0 0 17,200
FRONTLINE PLC COM M46528101   396,704 15,400 SH   SOLE   0 0 15,400
OCEANEERING INTL INC COM 675232102   239,534 10,124 SH   SOLE   0 0 10,124
BELDEN INC COM 077454106   453,804 4,838 SH   SOLE   0 0 4,838
TIMKEN CO COM 887389104   408,743 5,101 SH   SOLE   0 0 5,101
SEALED AIR CORP NEW COM 81211K100   481,389 13,837 SH   SOLE   0 0 13,837
SCOTTS MIRACLE-GRO CO CL A 810186106   258,353 3,971 SH   SOLE   0 0 3,971
INFOSYS LTD SPONSORED ADR 456788108   320,264 17,200 SH   SOLE   0 0 17,200
RAMBUS INC DEL COM 750917106   284,751 4,846 SH   SOLE   0 0 4,846
RAYONIER INC COM 754907103   235,134 8,083 SH   SOLE   0 0 8,083
KIRBY CORP COM 497266106   463,235 3,869 SH   SOLE   0 0 3,869
GREENBRIER COS INC COM 393657101   211,281 4,264 SH   SOLE   0 0 4,264
MINERALS TECHNOLOGIES INC COM 603158106   432,598 5,202 SH   SOLE   0 0 5,202
ARCH CAP GROUP LTD ORD G0450A105   398,818 3,953 SH   SOLE   0 0 3,953
MKS INSTRS INC COM 55306N104   284,664 2,180 SH   SOLE   0 0 2,180
LIGHT & WONDER INC COM 80874P109   358,690 3,420 SH   SOLE   0 0 3,420
EMBRAER S.A. SPONSORED ADS 29082A107   421,778 16,348 SH   SOLE   0 0 16,348
MASTEC INC COM 576323109   301,712 2,820 SH   SOLE   0 0 2,820
AZZ INC COM 002474104   998,920 12,931 SH   SOLE   0 0 12,931
RBC BEARINGS INC COM 75524B104   449,184 1,665 SH   SOLE   0 0 1,665
ANDERSONS INC COM 034164103   236,195 4,762 SH   SOLE   0 0 4,762
CARPENTER TECHNOLOGY CORP COM 144285103   511,958 4,672 SH   SOLE   0 0 4,672
KAISER ALUMINUM CORP COM PAR $0.01 483007704   444,686 5,059 SH   SOLE   0 0 5,059
DANAOS CORPORATION SHS Y1968P121   412,480 4,466 SH   SOLE   0 0 4,466
ARMSTRONG WORLD INDS INC NEW COM 04247X102   381,959 3,373 SH   SOLE   0 0 3,373
AEROVIRONMENT INC COM 008073108   400,206 2,197 SH   SOLE   0 0 2,197
BARNES GROUP INC COM 067806109   405,611 9,795 SH   SOLE   0 0 9,795
URANIUM ENERGY CORP COM 916896103   77,529 12,900 SH   SOLE   0 0 12,900
BRADY CORP CL A 104674106   496,140 7,515 SH   SOLE   0 0 7,515
APTARGROUP INC COM 038336103   403,702 2,867 SH   SOLE   0 0 2,867
ENERSYS COM 29275Y102   268,841 2,597 SH   SOLE   0 0 2,597
VALMONT INDS INC COM 920253101   769,832 2,805 SH   SOLE   0 0 2,805
CAL MAINE FOODS INC COM NEW 128030202   369,471 6,046 SH   SOLE   0 0 6,046
BADGER METER INC COM 056525108   425,251 2,282 SH   SOLE   0 0 2,282
COHERENT CORP COM 19247G107   253,103 3,493 SH   SOLE   0 0 3,493
BALCHEM CORP COM 057665200   398,115 2,586 SH   SOLE   0 0 2,586
SMITH & WESSON BRANDS INC COM 831754106   236,897 16,520 SH   SOLE   0 0 16,520
TEREX CORP NEW COM 880779103   218,592 3,986 SH   SOLE   0 0 3,986
CLEARWATER PAPER CORP COM 18538R103   327,706 6,761 SH   SOLE   0 0 6,761
ISHARES TR TIPS BD ETF 464287176   1,410,991 13,214 SH   SOLE   0 0 13,214
MATIV HOLDINGS INC COM 808541106   225,585 13,301 SH   SOLE   0 0 13,301
ISHARES TR JPMORGAN USD EMG 464288281   692,356 7,825 SH   SOLE   0 0 7,825
SPDR SER TR BLOOMBERG HIGH Y 78468R622   1,166,120 12,370 SH   SOLE   0 0 12,370
ISHARES TR PFD AND INCM SEC 464288687   860,211 27,265 SH   SOLE   0 0 27,265
GRANITE CONSTR INC COM 387328107   287,603 4,641 SH   SOLE   0 0 4,641
CAMECO CORP COM 13321L108   207,968 4,227 SH   SOLE   0 0 4,227
COGNEX CORP COM 192422103   360,005 7,699 SH   SOLE   0 0 7,699
FULLER H B CO COM 359694106   292,448 3,800 SH   SOLE   0 0 3,800
GOLAR LNG LTD SHS G9456A100   592,107 18,887 SH   SOLE   0 0 18,887
GRAPHIC PACKAGING HLDG CO COM 388689101   367,910 14,037 SH   SOLE   0 0 14,037
AVIENT CORPORATION COM 05368V106   321,177 7,358 SH   SOLE   0 0 7,358
AXON ENTERPRISE INC COM 05464C101   393,987 1,339 SH   SOLE   0 0 1,339
SONOCO PRODS CO COM 835495102   325,369 6,415 SH   SOLE   0 0 6,415
UNIVERSAL DISPLAY CORP COM 91347P105   410,618 1,953 SH   SOLE   0 0 1,953
CLEAN HARBORS INC COM 184496107   441,671 1,953 SH   SOLE   0 0 1,953
SCORPIO TANKERS INC SHS Y7542C130   446,445 5,492 SH   SOLE   0 0 5,492
STARWOOD PPTY TR INC COM 85571B105   282,661 14,924 SH   SOLE   0 0 14,924
BWX TECHNOLOGIES INC COM 05605H100   447,355 4,709 SH   SOLE   0 0 4,709
SENSIENT TECHNOLOGIES CORP COM 81725T100   511,688 6,897 SH   SOLE   0 0 6,897
FLOWSERVE CORP COM 34354P105   477,152 9,920 SH   SOLE   0 0 9,920
ISHARES TR NATIONAL MUN ETF 464288414   1,170,239 10,983 SH   SOLE   0 0 10,983
FRANKLIN ELEC INC COM 353514102   246,964 2,564 SH   SOLE   0 0 2,564
MERCER INTL INC COM 588056101   220,332 25,800 SH   SOLE   0 0 25,800
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   332,566 16,620 SH   SOLE   0 0 16,620
UFP TECHNOLOGIES INC COM 902673102   735,142 2,786 SH   SOLE   0 0 2,786
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   1,924,688 24,907 SH   SOLE   0 0 24,907
HUNTINGTON INGALLS INDS INC COM 446413106   219,726 892 SH   SOLE   0 0 892
ISHARES TR MBS ETF 464288588   934,167 10,175 SH   SOLE   0 0 10,175
MOOG INC CL A 615394202   540,212 3,229 SH   SOLE   0 0 3,229
ISHARES TR 0-5 YR TIPS ETF 46429B747   2,356,819 23,689 SH   SOLE   0 0 23,689
PILGRIMS PRIDE CORP COM 72147K108   531,662 13,813 SH   SOLE   0 0 13,813
OWENS CORNING NEW COM 690742101   560,247 3,225 SH   SOLE   0 0 3,225
INGREDION INC COM 457187102   548,954 4,786 SH   SOLE   0 0 4,786
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813   534,510 7,046 SH   SOLE   0 0 7,046
SPDR SER TR BBG CONV SEC ETF 78464A359   1,043,285 14,478 SH   SOLE   0 0 14,478
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   1,047,434 49,783 SH   SOLE   0 0 49,783
HYSTER-YALE INC CL A 449172105   358,970 5,148 SH   SOLE   0 0 5,148
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   963,556 12,055 SH   SOLE   0 0 12,055
BOISE CASCADE CO DEL COM 09739D100   367,913 3,086 SH   SOLE   0 0 3,086
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   348,098 14,278 SH   SOLE   0 0 14,278
ELEMENT SOLUTIONS INC COM 28618M106   452,036 16,668 SH   SOLE   0 0 16,668
ADVANCED DRAIN SYS INC DEL COM 00790R104   430,006 2,681 SH   SOLE   0 0 2,681
AXALTA COATING SYS LTD COM G0750C108   587,724 17,200 SH   SOLE   0 0 17,200
SUMMIT MATLS INC CL A 86614U100   261,066 7,131 SH   SOLE   0 0 7,131
ALAMOS GOLD INC NEW COM CL A 011532108   248,528 15,850 SH   SOLE   0 0 15,850
INGEVITY CORP COM 45688C107   277,864 6,357 SH   SOLE   0 0 6,357
ITT INC COM 45073V108   450,967 3,491 SH   SOLE   0 0 3,491
ASHLAND INC COM 044186104   513,270 5,432 SH   SOLE   0 0 5,432
E L F BEAUTY INC COM 26856L103   1,259,473 5,977 SH   SOLE   0 0 5,977
ALPHA METALLURGICAL RESOUR I COM 020764106   344,771 1,229 SH   SOLE   0 0 1,229
ISHARES TR SHRT NAT MUN ETF 464288158   2,900,426 27,742 SH   SOLE   0 0 27,742
ALCOA CORP COM 013872106   329,577 8,285 SH   SOLE   0 0 8,285
INNOVATIVE INDL PPTYS INC COM 45781V101   325,257 2,978 SH   SOLE   0 0 2,978
ISHARES TR 0-5YR HI YL CP 46434V407   1,124,377 26,644 SH   SOLE   0 0 26,644
CHENIERE ENERGY INC COM NEW 16411R208   249,133 1,425 SH   SOLE   0 0 1,425
CHEVRON CORP NEW COM 166764100   242,920 1,553 SH   SOLE   0 0 1,553
HONEYWELL INTL INC COM 438516106   1,027,127 4,810 SH   SOLE   0 0 4,810
LOCKHEED MARTIN CORP COM 539830109   1,083,672 2,320 SH   SOLE   0 0 2,320
MICROCHIP TECHNOLOGY INC. COM 595017104   442,128 4,832 SH   SOLE   0 0 4,832
NEWMONT CORP COM 651639106   381,854 9,120 SH   SOLE   0 0 9,120
PAYCHEX INC COM 704326107   742,423 6,262 SH   SOLE   0 0 6,262
RIO TINTO PLC SPONSORED ADR 767204100   646,707 9,809 SH   SOLE   0 0 9,809
SEMPRA COM 816851109   647,499 8,513 SH   SOLE   0 0 8,513
YUM BRANDS INC COM 988498101   761,645 5,750 SH   SOLE   0 0 5,750
AIR PRODS & CHEMS INC COM 009158106   335,214 1,308 SH   SOLE   0 0 1,308
APPLE INC COM 037833100   689,991 3,276 SH   SOLE   0 0 3,276
AUTOMATIC DATA PROCESSING IN COM 053015103   1,201,327 5,033 SH   SOLE   0 0 5,033
CONSTELLATION BRANDS INC CL A 21036P108   202,222 786 SH   SOLE   0 0 786
EDWARDS LIFESCIENCES CORP COM 28176E108   558,654 6,048 SH   SOLE   0 0 6,048
EXTRA SPACE STORAGE INC COM 30225T102   511,143 3,289 SH   SOLE   0 0 3,289