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
ALLEGION PLC ORD SHS G0176J109   3,282,300 31,500 SH   SOLE   31,500 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100   2,417,400 153,000 SH   SOLE   153,000 0 0
CAMBIUM NETWORKS CORP SHS G17766109   227,230 31,000 SH   SOLE   31,000 0 0
INVESCO LTD SHS G491BT108   1,887,600 130,000 SH   SOLE   130,000 0 0
NABORS INDUSTRIES LTD SHS G6359F137   1,896,356 15,400 SH   SOLE   15,400 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   1,985,550 52,500 SH   SOLE   52,500 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   422,127 9,300 SH   SOLE   9,300 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,988,700 21,000 SH   SOLE   21,000 0 0
AFLAC INC COM 001055102   1,189,625 15,500 SH   SOLE   15,500 0 0
AGCO CORP COM 001084102   3,725,820 31,500 SH   SOLE   31,500 0 0
AES CORP COM 00130H105   15,200 1,000 SH   SOLE   1,000 0 0
AMC NETWORKS INC CL A 00164V103   980,096 83,200 SH   SOLE   83,200 0 0
ABBVIE INC COM 00287Y109   1,565,130 10,500 SH   SOLE   10,500 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   875,280 42,000 SH   SOLE   42,000 0 0
ADVANSIX INC COM 00773T101   2,020,200 65,000 SH   SOLE   65,000 0 0
ADVANCED ENERGY INDS COM 007973100   2,706,900 26,250 SH   SOLE   26,250 0 0
AGNICO EAGLE MINES LTD COM 008474108   6,953,850 153,000 SH   SOLE   153,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,342,404 12,600 SH   SOLE   12,600 0 0
ALIGN TECHNOLOGY INC COM 016255101   641,172 2,100 SH   SOLE   2,100 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   2,682,960 84,000 SH   SOLE   84,000 0 0
ALLETE INC COM NEW 018522300   52,800 1,000 SH   SOLE   1,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   1,830,860 31,000 SH   SOLE   31,000 0 0
ALLSTATE CORP COM 020002101   1,169,805 10,500 SH   SOLE   10,500 0 0
ALPHABET INC CAP STK CL C 02079K107   8,306,550 63,000 SH   SOLE   63,000 0 0
AMAZON COM INC COM 023135106   5,339,040 42,000 SH   SOLE   42,000 0 0
AMEREN CORP COM 023608102   7,483 100 SH   SOLE   100 0 0
AMERICAN ELEC PWR CO INC COM 025537101   7,522 100 SH   SOLE   100 0 0
AMGEN INC COM 031162100   4,232,970 15,750 SH   SOLE   15,750 0 0
AMKOR TECHNOLOGY INC COM 031652100   4,271,400 189,000 SH   SOLE   189,000 0 0
ANDERSONS INC COM 034164103   2,395,215 46,500 SH   SOLE   46,500 0 0
APA CORPORATION COM 03743Q108   3,842,850 93,500 SH   SOLE   93,500 0 0
APPLE INC COM 037833100   179,771 1,050 SH   SOLE   1,050 0 0
APPLIED MATLS INC COM 038222105   2,907,450 21,000 SH   SOLE   21,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   950,292 12,600 SH   SOLE   12,600 0 0
ARISTA NETWORKS INC COM 040413106   3,862,530 21,000 SH   SOLE   21,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   4,659,900 210,000 SH   SOLE   210,000 0 0
ARROW ELECTRS INC COM 042735100   1,578,024 12,600 SH   SOLE   12,600 0 0
ASSOCIATED BANC CORP COM 045487105   530,410 31,000 SH   SOLE   31,000 0 0
ATKORE INC COM 047649108   3,916,238 26,250 SH   SOLE   26,250 0 0
AUTONATION INC COM 05329W102   938,680 6,200 SH   SOLE   6,200 0 0
AVANGRID INC COM 05351W103   30,170 1,000 SH   SOLE   1,000 0 0
AVISTA CORP COM 05379B107   32,370 1,000 SH   SOLE   1,000 0 0
AVNET INC COM 053807103   1,517,985 31,500 SH   SOLE   31,500 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   1,027,215 6,300 SH   SOLE   6,300 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   1,498,770 21,000 SH   SOLE   21,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   1,679,552 22,400 SH   SOLE   22,400 0 0
BANDWIDTH INC COM CL A 05988J103   355,005 31,500 SH   SOLE   31,500 0 0
BARRICK GOLD CORP COM 067901108   6,678,450 459,000 SH   SOLE   459,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103   1,300,110 21,000 SH   SOLE   21,000 0 0
BEST BUY INC COM 086516101   1,806,220 26,000 SH   SOLE   26,000 0 0
BIG 5 SPORTING GOODS CORP COM 08915P101   911,300 130,000 SH   SOLE   130,000 0 0
BIOGEN INC COM 09062X103   1,619,163 6,300 SH   SOLE   6,300 0 0
BLACK HILLS CORP COM 092113109   25,295 500 SH   SOLE   500 0 0
BLOCK H & R INC COM 093671105   1,356,390 31,500 SH   SOLE   31,500 0 0
BLOOM ENERGY CORP COM CL A 093712107   835,380 63,000 SH   SOLE   63,000 0 0
BOOKING HOLDINGS INC COM 09857L108   1,619,074 525 SH   SOLE   525 0 0
BORGWARNER INC COM 099724106   2,543,310 63,000 SH   SOLE   63,000 0 0
BRINKER INTL INC COM 109641100   2,653,560 84,000 SH   SOLE   84,000 0 0
BROADCOM INC COM 11135F101   348,844 420 SH   SOLE   420 0 0
BRUNSWICK CORP COM 117043109   1,224,500 15,500 SH   SOLE   15,500 0 0
B2GOLD CORP COM 11777Q209   2,601,000 900,000 SH   SOLE   900,000 0 0
BUCKLE INC COM 118440106   3,505,950 105,000 SH   SOLE   105,000 0 0
C3 AI INC CL A 12468P104   1,607,760 63,000 SH   SOLE   63,000 0 0
CBOE GLOBAL MKTS INC COM 12503M108   984,123 6,300 SH   SOLE   6,300 0 0
CF INDS HLDGS INC COM 125269100   3,343,860 39,000 SH   SOLE   39,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   2,239,380 26,000 SH   SOLE   26,000 0 0
THE CIGNA GROUP COM 125523100   3,604,482 12,600 SH   SOLE   12,600 0 0
CVS HEALTH CORP COM 126650100   2,052,708 29,400 SH   SOLE   29,400 0 0
COTERRA ENERGY INC COM 127097103   2,907,875 107,500 SH   SOLE   107,500 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   3,780,675 67,500 SH   SOLE   67,500 0 0
CALLON PETE CO DEL COM 13123X508   2,386,320 61,000 SH   SOLE   61,000 0 0
CAMPBELL SOUP CO COM 134429109   2,563,392 62,400 SH   SOLE   62,400 0 0
CANADIAN SOLAR INC COM 136635109   6,460,125 262,500 SH   SOLE   262,500 0 0
CARISMA THERAPEUTICS INC COM 14216R101   22,208 5,250 SH   SOLE   5,250 0 0
CARTERS INC COM 146229109   2,143,650 31,000 SH   SOLE   31,000 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   1,841,175 157,500 SH   SOLE   157,500 0 0
CENTURY CMNTYS INC COM 156504300   2,804,760 42,000 SH   SOLE   42,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   1,983,354 36,600 SH   SOLE   36,600 0 0
CHICOS FAS INC COM 168615102   920,040 123,000 SH   SOLE   123,000 0 0
CIENA CORP COM NEW 171779309   992,460 21,000 SH   SOLE   21,000 0 0
CIRRUS LOGIC INC COM 172755100   2,307,552 31,200 SH   SOLE   31,200 0 0
CISCO SYS INC COM 17275R102   1,354,752 25,200 SH   SOLE   25,200 0 0
CITIZENS FINL GROUP INC COM 174610105   1,110,699 41,444 SH   SOLE   41,444 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   1,698,270 21,000 SH   SOLE   21,000 0 0
CLEARFIELD INC COM 18482P103   2,235,480 78,000 SH   SOLE   78,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   4,267,620 63,000 SH   SOLE   63,000 0 0
COLGATE PALMOLIVE CO COM 194162103   1,194,648 16,800 SH   SOLE   16,800 0 0
COMCAST CORP NEW CL A 20030N101   931,140 21,000 SH   SOLE   21,000 0 0
CONSOLIDATED EDISON INC COM 209115104   85,530 1,000 SH   SOLE   1,000 0 0
CORCEPT THERAPEUTICS INC COM 218352102   1,716,435 63,000 SH   SOLE   63,000 0 0
QUIDELORTHO CORP COM 219798105   452,848 6,200 SH   SOLE   6,200 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106   1,041,600 15,500 SH   SOLE   15,500 0 0
CROCS INC COM 227046109   1,389,623 15,750 SH   SOLE   15,750 0 0
CUSTOMERS BANCORP INC COM 23204G100   2,669,875 77,500 SH   SOLE   77,500 0 0
DTE ENERGY CO COM 233331107   9,928 100 SH   SOLE   100 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   26,460 500 SH   SOLE   500 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,626,240 10,500 SH   SOLE   10,500 0 0
DICKS SPORTING GOODS INC COM 253393102   3,420,270 31,500 SH   SOLE   31,500 0 0
DIODES INC COM 254543101   2,483,460 31,500 SH   SOLE   31,500 0 0
DOMINION ENERGY INC COM 25746U109   22,335 500 SH   SOLE   500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   44,130 500 SH   SOLE   500 0 0
DULUTH HLDGS INC COM CL B 26443V101   805,340 134,000 SH   SOLE   134,000 0 0
DYNATRACE INC COM NEW 268150109   490,665 10,500 SH   SOLE   10,500 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   1,831,480 124,000 SH   SOLE   124,000 0 0
EBIX INC COM NEW 278715206   873,392 88,400 SH   SOLE   88,400 0 0
EDISON INTL COM 281020107   31,645 500 SH   SOLE   500 0 0
EDUCATIONAL DEV CORP COM 281479105   37,100 35,000 SH   SOLE   35,000 0 0
ENCORE WIRE CORP COM 292562105   1,715,124 9,400 SH   SOLE   9,400 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   672,840 21,000 SH   SOLE   21,000 0 0
ENTERGY CORP NEW COM 29364G103   46,250 500 SH   SOLE   500 0 0
EPAM SYS INC COM 29414B104   2,147,796 8,400 SH   SOLE   8,400 0 0
ETSY INC COM 29786A106   3,048,176 47,200 SH   SOLE   47,200 0 0
EVERCORE INC CLASS A 29977A105   2,895,480 21,000 SH   SOLE   21,000 0 0
EXACT SCIENCES CORP COM 30063P105   429,786 6,300 SH   SOLE   6,300 0 0
EXELON CORP COM 30161N101   37,790 1,000 SH   SOLE   1,000 0 0
EXELIXIS INC COM 30161Q104   2,840,500 130,000 SH   SOLE   130,000 0 0
EXPEDITORS INTL WASH INC COM 302130109   2,888,676 25,200 SH   SOLE   25,200 0 0
EXXON MOBIL CORP COM 30231G102   3,703,770 31,500 SH   SOLE   31,500 0 0
META PLATFORMS INC CL A 30303M102   3,782,646 12,600 SH   SOLE   12,600 0 0
FEDERATED HERMES INC CL B 314211103   1,469,958 43,400 SH   SOLE   43,400 0 0
F5 INC COM 315616102   1,353,576 8,400 SH   SOLE   8,400 0 0
FIRST SOLAR INC COM 336433107   848,348 5,250 SH   SOLE   5,250 0 0
FIRSTENERGY CORP COM 337932107   34,180 1,000 SH   SOLE   1,000 0 0
FLUENCE ENERGY INC COM CL A 34379V103   3,620,925 157,500 SH   SOLE   157,500 0 0
FORD MTR CO DEL COM 345370860   645,840 52,000 SH   SOLE   52,000 0 0
FORESTAR GROUP INC COM 346232101   969,840 36,000 SH   SOLE   36,000 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   148,668 5,200 SH   SOLE   5,200 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,267,232 60,800 SH   SOLE   60,800 0 0
GENERAL MLS INC COM 370334104   1,203,012 18,800 SH   SOLE   18,800 0 0
GENESCO INC COM 371532102   1,433,130 46,500 SH   SOLE   46,500 0 0
GILEAD SCIENCES INC COM 375558103   3,147,480 42,000 SH   SOLE   42,000 0 0
GLOBAL WTR RES INC COM 379463102   9,750 1,000 SH   SOLE   1,000 0 0
GRAHAM HLDGS CO COM CL B 384637104   1,515,800 2,600 SH   SOLE   2,600 0 0
GRAY TELEVISION INC COM 389375106   1,287,120 186,000 SH   SOLE   186,000 0 0
GREIF INC CL A 397624107   1,403,010 21,000 SH   SOLE   21,000 0 0
HCA HEALTHCARE INC COM 40412C101   774,837 3,150 SH   SOLE   3,150 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   1,203,300 31,500 SH   SOLE   31,500 0 0
HARLEY DAVIDSON INC COM 412822108   2,049,720 62,000 SH   SOLE   62,000 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104   1,015,870 31,000 SH   SOLE   31,000 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   12,310 1,000 SH   SOLE   1,000 0 0
HEARTLAND EXPRESS INC COM 422347104   910,780 62,000 SH   SOLE   62,000 0 0
HIBBETT INC COM 428567101   2,945,620 62,000 SH   SOLE   62,000 0 0
HOME DEPOT INC COM 437076102   1,269,072 4,200 SH   SOLE   4,200 0 0
IPG PHOTONICS CORP COM 44980X109   1,056,016 10,400 SH   SOLE   10,400 0 0
ILLUMINA INC COM 452327109   2,306,304 16,800 SH   SOLE   16,800 0 0
IMMERSION CORP COM 452521107   819,640 124,000 SH   SOLE   124,000 0 0
INCYTE CORP COM 45337C102   2,253,030 39,000 SH   SOLE   39,000 0 0
INFOSYS LTD SPONSORED ADR 456788108   2,669,160 156,000 SH   SOLE   156,000 0 0
INGEVITY CORP COM 45688C107   1,856,790 39,000 SH   SOLE   39,000 0 0
INGLES MKTS INC CL A 457030104   1,868,184 24,800 SH   SOLE   24,800 0 0
INGREDION INC COM 457187102   3,099,600 31,500 SH   SOLE   31,500 0 0
INOGEN INC COM 45780L104   274,050 52,500 SH   SOLE   52,500 0 0
INNOVIVA INC COM 45781M101   2,701,920 208,000 SH   SOLE   208,000 0 0
INTEL CORP COM 458140100   1,866,375 52,500 SH   SOLE   52,500 0 0
INTERDIGITAL INC COM 45867G101   2,106,300 26,250 SH   SOLE   26,250 0 0
INTERNATIONAL PAPER CO COM 460146103   1,099,570 31,000 SH   SOLE   31,000 0 0
INTREPID POTASH INC COM 46121Y201   623,968 24,800 SH   SOLE   24,800 0 0
INVESCO CURRENCYSHARES EURO EURO SHS 46138K103   1,221,250 12,500 SH   SOLE   12,500 0 0
INVESCO CURRENCYSHARES BRIT BRIT POUN STRL 46138M109   1,175,300 10,000 SH   SOLE   10,000 0 0
INVESCO CURRENCYSHARES JAPAN JAPANESE YEN 46138W107   777,375 12,500 SH   SOLE   12,500 0 0
IONQ INC COM 46222L108   1,874,880 126,000 SH   SOLE   126,000 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   1,194,120 124,000 SH   SOLE   124,000 0 0
JABIL INC COM 466313103   1,332,345 10,500 SH   SOLE   10,500 0 0
JUNIPER NETWORKS INC COM 48203R104   2,917,950 105,000 SH   SOLE   105,000 0 0
KLA CORP COM NEW 482480100   1,926,372 4,200 SH   SOLE   4,200 0 0
KELLANOVA COM 487836108   4,641,780 78,000 SH   SOLE   78,000 0 0
KIMBERLY-CLARK CORP COM 494368103   507,570 4,200 SH   SOLE   4,200 0 0
KINROSS GOLD CORP COM 496902404   697,680 153,000 SH   SOLE   153,000 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   427,263 8,750 SH   SOLE   8,750 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   2,607,800 52,000 SH   SOLE   52,000 0 0
KOHLS CORP COM 500255104   1,624,400 77,500 SH   SOLE   77,500 0 0
KRAFT HEINZ CO COM 500754106   1,059,660 31,500 SH   SOLE   31,500 0 0
KROGER CO COM 501044101   2,349,375 52,500 SH   SOLE   52,500 0 0
KULICKE & SOFFA INDS INC COM 501242101   510,615 10,500 SH   SOLE   10,500 0 0
LKQ CORP COM 501889208   1,039,710 21,000 SH   SOLE   21,000 0 0
LCI INDS COM 50189K103   1,456,008 12,400 SH   SOLE   12,400 0 0
LAMB WESTON HLDGS INC COM 513272104   2,912,490 31,500 SH   SOLE   31,500 0 0
LANDSTAR SYS INC COM 515098101   1,114,722 6,300 SH   SOLE   6,300 0 0
VITAL ENERGY INC COM 516806205   4,239,630 76,500 SH   SOLE   76,500 0 0
LOWES COS INC COM 548661107   1,309,392 6,300 SH   SOLE   6,300 0 0
LULULEMON ATHLETICA INC COM 550021109   1,619,562 4,200 SH   SOLE   4,200 0 0
MDU RES GROUP INC COM 552690109   489,500 25,000 SH   SOLE   25,000 0 0
MSC INDL DIRECT INC CL A 553530106   1,442,805 14,700 SH   SOLE   14,700 0 0
MACYS INC COM 55616P104   1,811,160 156,000 SH   SOLE   156,000 0 0
MARATHON PETE CORP COM 56585A102   3,178,140 21,000 SH   SOLE   21,000 0 0
MARINEMAX INC COM 567908108   1,706,640 52,000 SH   SOLE   52,000 0 0
MATSON INC COM 57686G105   1,375,160 15,500 SH   SOLE   15,500 0 0
MAXIMUS INC COM 577933104   926,032 12,400 SH   SOLE   12,400 0 0
MEDPACE HLDGS INC COM 58506Q109   1,016,946 4,200 SH   SOLE   4,200 0 0
MERCK & CO INC COM 58933Y105   432,390 4,200 SH   SOLE   4,200 0 0
MICROSOFT CORP COM 594918104   198,923 630 SH   SOLE   630 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   1,639,050 21,000 SH   SOLE   21,000 0 0
MOSAIC CO NEW COM 61945C103   2,776,800 78,000 SH   SOLE   78,000 0 0
NRG ENERGY INC COM NEW 629377508   4,930,560 128,000 SH   SOLE   128,000 0 0
NVE CORP COM NEW 629445206   1,724,940 21,000 SH   SOLE   21,000 0 0
NATURAL GROCERS BY VITAMIN C COM 63888U108   1,200,630 93,000 SH   SOLE   93,000 0 0
NEOGENOMICS INC COM NEW 64049M209   322,875 26,250 SH   SOLE   26,250 0 0
NETAPP INC COM 64110D104   2,367,456 31,200 SH   SOLE   31,200 0 0
NETFLIX INC COM 64110L106   3,171,840 8,400 SH   SOLE   8,400 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   3,195,000 28,400 SH   SOLE   28,400 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   1,179,360 104,000 SH   SOLE   104,000 0 0
NEWMONT CORP COM 651639106   5,653,350 153,000 SH   SOLE   153,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   1,863,810 13,000 SH   SOLE   13,000 0 0
NORDSTROM INC COM 655664100   941,220 63,000 SH   SOLE   63,000 0 0
NORTHWESTERN CORP COM NEW 668074305   48,060 1,000 SH   SOLE   1,000 0 0
NUCOR CORP COM 670346105   2,439,060 15,600 SH   SOLE   15,600 0 0
NUTANIX INC CL A 67059N108   4,394,880 126,000 SH   SOLE   126,000 0 0
O-I GLASS INC COM 67098H104   1,756,650 105,000 SH   SOLE   105,000 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   1,021,041 6,300 SH   SOLE   6,300 0 0
OLD REP INTL CORP COM 680223104   1,131,480 42,000 SH   SOLE   42,000 0 0
OMNICOM GROUP INC COM 681919106   782,040 10,500 SH   SOLE   10,500 0 0
OSCAR HEALTH INC CL A 687793109   172,670 31,000 SH   SOLE   31,000 0 0
OTTER TAIL CORP COM 689648103   75,920 1,000 SH   SOLE   1,000 0 0
OVINTIV INC COM 69047Q102   1,179,736 24,800 SH   SOLE   24,800 0 0
PPL CORP COM 69351T106   23,560 1,000 SH   SOLE   1,000 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   438,375 52,500 SH   SOLE   52,500 0 0
PACIRA BIOSCIENCES INC COM 695127100   797,680 26,000 SH   SOLE   26,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   672,000 42,000 SH   SOLE   42,000 0 0
PATTERSON COS INC COM 703395103   1,556,100 52,500 SH   SOLE   52,500 0 0
PAYPAL HLDGS INC COM 70450Y103   2,279,940 39,000 SH   SOLE   39,000 0 0
PENUMBRA INC COM 70975L107   508,011 2,100 SH   SOLE   2,100 0 0
PEPSICO INC COM 713448108   355,824 2,100 SH   SOLE   2,100 0 0
PERDOCEO ED CORP COM 71363P106   1,590,300 93,000 SH   SOLE   93,000 0 0
PFIZER INC COM 717081103   3,449,680 104,000 SH   SOLE   104,000 0 0
PHILLIPS 66 COM 718546104   3,027,780 25,200 SH   SOLE   25,200 0 0
PHINIA INC COMMON STOCK 71880K101   335,947 12,540 SH   SOLE   12,540 0 0
PHOTRONICS INC COM 719405102   1,253,020 62,000 SH   SOLE   62,000 0 0
PINNACLE WEST CAP CORP COM 723484101   73,680 1,000 SH   SOLE   1,000 0 0
PLUG POWER INC COM NEW 72919P202   319,200 42,000 SH   SOLE   42,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   40,480 1,000 SH   SOLE   1,000 0 0
PRIMORIS SVCS CORP COM 74164F103   2,749,320 84,000 SH   SOLE   84,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   28,455 500 SH   SOLE   500 0 0
QUALCOMM INC COM 747525103   5,830,650 52,500 SH   SOLE   52,500 0 0
QUALYS INC COM 74758T303   961,065 6,300 SH   SOLE   6,300 0 0
RANGE RES CORP COM 75281A109   1,847,370 57,000 SH   SOLE   57,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   3,456,432 4,200 SH   SOLE   4,200 0 0
ROYAL GOLD INC COM 780287108   3,253,698 30,600 SH   SOLE   30,600 0 0
SM ENERGY CO COM 78454L100   3,552,640 89,600 SH   SOLE   89,600 0 0
SAGE THERAPEUTICS INC COM 78667J108   255,192 12,400 SH   SOLE   12,400 0 0
SALESFORCE INC COM 79466L302   851,676 4,200 SH   SOLE   4,200 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   1,567,060 187,000 SH   SOLE   187,000 0 0
SAMSARA INC COM CL A 79589L106   264,705 10,500 SH   SOLE   10,500 0 0
SCANSOURCE INC COM 806037107   509,208 16,800 SH   SOLE   16,800 0 0
SCHRODINGER INC COM 80810D103   593,670 21,000 SH   SOLE   21,000 0 0
SHOCKWAVE MED INC COM 82489T104   2,090,550 10,500 SH   SOLE   10,500 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,149,750 63,000 SH   SOLE   63,000 0 0
SHUTTERSTOCK INC COM 825690100   1,598,100 42,000 SH   SOLE   42,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   1,401,200 310,000 SH   SOLE   310,000 0 0
SKECHERS U S A INC CL A 830566105   1,027,950 21,000 SH   SOLE   21,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   2,484,468 25,200 SH   SOLE   25,200 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   815,913 6,300 SH   SOLE   6,300 0 0
SOUTHERN CO COM 842587107   32,360 500 SH   SOLE   500 0 0
SOUTHWEST AIRLS CO COM 844741108   1,136,940 42,000 SH   SOLE   42,000 0 0
SPROUTS FMRS MKT INC COM 85208M102   5,392,800 126,000 SH   SOLE   126,000 0 0
BLOCK INC CL A 852234103   548,824 12,400 SH   SOLE   12,400 0 0
STARBUCKS CORP COM 855244109   3,833,340 42,000 SH   SOLE   42,000 0 0
STEM INC COM 85859N102   267,120 63,000 SH   SOLE   63,000 0 0
STONEX GROUP INC COM 861896108   1,007,968 10,400 SH   SOLE   10,400 0 0
SUPER MICRO COMPUTER INC COM 86800U104   4,318,965 15,750 SH   SOLE   15,750 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108   2,580,552 93,600 SH   SOLE   93,600 0 0
SWEETGREEN INC COM CL A 87043Q108   2,961,000 252,000 SH   SOLE   252,000 0 0
SYMBOTIC INC CLASS A COM 87151X101   2,808,120 84,000 SH   SOLE   84,000 0 0
TAPESTRY INC COM 876030107   1,509,375 52,500 SH   SOLE   52,500 0 0
TARGET CORP COM 87612E106   2,874,820 26,000 SH   SOLE   26,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,704,416 62,400 SH   SOLE   62,400 0 0
10X GENOMICS INC CL A COM 88025U109   866,250 21,000 SH   SOLE   21,000 0 0
TG THERAPEUTICS INC COM 88322Q108   438,900 52,500 SH   SOLE   52,500 0 0
THOR INDS INC COM 885160101   2,092,860 22,000 SH   SOLE   22,000 0 0
3M CO COM 88579Y101   2,359,224 25,200 SH   SOLE   25,200 0 0
TURTLE BEACH CORP COM NEW 900450206   1,179,750 130,000 SH   SOLE   130,000 0 0
UGI CORP NEW COM 902681105   690,000 30,000 SH   SOLE   30,000 0 0
UBIQUITI INC COM 90353W103   2,717,110 18,700 SH   SOLE   18,700 0 0
ULTA BEAUTY INC COM 90384S303   3,774,803 9,450 SH   SOLE   9,450 0 0
UNITED NAT FOODS INC COM 911163103   2,205,840 156,000 SH   SOLE   156,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   3,300,413 26,250 SH   SOLE   26,250 0 0
UNUM GROUP COM 91529Y106   3,069,456 62,400 SH   SOLE   62,400 0 0
URBAN OUTFITTERS INC COM 917047102   3,432,450 105,000 SH   SOLE   105,000 0 0
VANDA PHARMACEUTICALS INC COM 921659108   673,920 156,000 SH   SOLE   156,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   5,104,575 157,500 SH   SOLE   157,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,712,372 7,800 SH   SOLE   7,800 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   1,599,600 124,000 SH   SOLE   124,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   3,633,840 147,000 SH   SOLE   147,000 0 0
VMWARE INC CL A COM 928563402   4,894,512 29,400 SH   SOLE   29,400 0 0
VOYAGER THERAPEUTICS INC COM 92915B106   406,875 52,500 SH   SOLE   52,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   2,335,200 105,000 SH   SOLE   105,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   1,009,980 93,000 SH   SOLE   93,000 0 0
WESCO INTL INC COM 95082P105   906,066 6,300 SH   SOLE   6,300 0 0
WESTLAKE CORPORATION COM 960413102   2,618,070 21,000 SH   SOLE   21,000 0 0
WIDEPOINT CORP COMMON 967590209   158,240 92,000 SH   SOLE   92,000 0 0
WINNEBAGO INDS INC COM 974637100   1,914,290 32,200 SH   SOLE   32,200 0 0
WORTHINGTON INDS INC COM 981811102   1,916,420 31,000 SH   SOLE   31,000 0 0
XYLEM INC COM 98419M100   135,453 1,488 SH   SOLE   1,488 0 0
YEXT INC COM 98585N106   398,790 63,000 SH   SOLE   63,000 0 0
YETI HLDGS INC COM 98585X104   1,504,464 31,200 SH   SOLE   31,200 0 0
ZUMIEZ INC COM 989817101   925,600 52,000 SH   SOLE   52,000 0 0
ZYNEX INC COM 98986M103   744,000 93,000 SH   SOLE   93,000 0 0