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
8X8 INC NEW COM 282914100   4,223,147 998,380 SH   SOLE   998,380 0 0
AFLAC INC COM 001055102   1,396,000 20,000 SH   SOLE   20,000 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,974,910 59,522 SH   SOLE   59,522 0 0
ALGOMA STL GROUP INC COM 015658107   4,134,983 582,392 SH   SOLE   582,392 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   10,039,559 1,215,443 SH   SOLE   1,215,443 0 0
ALPHABET INC CAP STK CL A 02079K305   4,173,101 34,863 SH   SOLE   34,863 0 0
AMAZON COM INC COM 023135106   6,148,690 47,167 SH   SOLE   47,167 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   9,488,864 164,909 SH   SOLE   164,909 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   6,911,670 48,418 SH   SOLE   48,418 0 0
AMERIPRISE FINL INC COM 03076C106   6,643,200 20,000 SH   SOLE   20,000 0 0
ANALOG DEVICES INC COM 032654105   6,429,120 33,002 SH   SOLE   33,002 0 0
ANZU SPECIAL ACQUISITIN CORP COM CL A 03737A101   1,025,000 100,000 SH   SOLE   100,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   5,223,080 68,000 SH   SOLE   68,000 0 0
APPLIED MATLS INC COM 038222105   2,519,477 17,431 SH   SOLE   17,431 0 0
ARCOSA INC COM 039653100   15,440,638 203,783 SH   SOLE   203,783 0 0
ATI INC COM 01741R102   6,362,928 143,860 SH   SOLE   143,860 0 0
ATLASSIAN CORPORATION CL A 049468101   2,176,831 12,972 SH   SOLE   12,972 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,142,777 14,299 SH   SOLE   14,299 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   3,101,577 16,918 SH   SOLE   16,918 0 0
BELONG ACQUISITION CORP CLASS A COM 08069M102   966,595 94,394 SH   SOLE   94,394 0 0
BERRY GLOBAL GROUP INC COM 08579W103   2,121,225 32,969 SH   SOLE   32,969 0 0
BETTER WORLD ACQUISITION COR COM 08772B104   1,089,000 100,000 SH   SOLE   100,000 0 0
BILANDER ACQUISITION CORP CL A COM 09001T106   1,015,000 100,000 SH   SOLE   100,000 0 0
BLACKROCK INC COM 09247X101   4,699,752 6,800 SH   SOLE   6,800 0 0
BROADCOM INC COM 11135F101   17,046,734 19,652 SH   SOLE   19,652 0 0
BYNORDIC ACQUISITION CORP CLASS A COM 124420100   1,059,000 100,000 SH   SOLE   100,000 0 0
CAMECO CORP COM 13321L108   9,410,373 300,363 SH   SOLE   300,363 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   8,206,599 146,207 SH   SOLE   146,207 0 0
CBOE GLOBAL MKTS INC COM 12503M108   2,097,752 15,200 SH   SOLE   15,200 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   1,415,797 41,727 SH   SOLE   41,727 0 0
CENTERPOINT ENERGY INC COM 15189T107   11,907,163 408,479 SH   SOLE   408,479 0 0
CENTERRA GOLD INC COM 152006102   3,851,322 642,675 SH   SOLE   642,675 0 0
CF INDS HLDGS INC COM 125269100   3,132,022 45,117 SH   SOLE   45,117 0 0
CME GROUP INC COM 12572Q105   8,160,913 44,044 SH   SOLE   44,044 0 0
COMERICA INC COM 200340107   2,144,348 50,622 SH   SOLE   50,622 0 0
COMMERCIAL METALS CO COM 201723103   6,938,534 131,761 SH   SOLE   131,761 0 0
CONCORD ACQUISITION CORP II COM CL A 20607U108   1,026,000 100,000 SH   SOLE   100,000 0 0
CONYERS PARK III ACQSITN COR CLASS A COM 21289P102   1,022,000 100,000 SH   SOLE   100,000 0 0
CRH PLC ADR 12626K203   1,428,583 25,634 SH   SOLE   25,634 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   2,395,009 16,307 SH   SOLE   16,307 0 0
DELEK US HLDGS INC NEW COM 24665A103   10,585,397 441,979 SH   SOLE   441,979 0 0
DENALI THERAPEUTICS INC COM 24823R105   180,327,701 6,110,732 SH   SOLE   6,110,732 0 0
DTE ENERGY CO COM 233331107   2,902,438 26,381 SH   SOLE   26,381 0 0
DYNATRACE INC COM NEW 268150109   2,897,040 56,286 SH   SOLE   56,286 0 0
ENDAVA PLC ADS 29260V105   3,237,496 62,512 SH   SOLE   62,512 0 0
ENTERGY CORP NEW COM 29364G103   6,799,931 69,836 SH   SOLE   69,836 0 0
EPAM SYS INC COM 29414B104   2,802,633 12,470 SH   SOLE   12,470 0 0
ESAB CORPORATION COM 29605J106   8,690,457 130,605 SH   SOLE   130,605 0 0
EXELON CORP COM 30161N101   13,966,242 342,814 SH   SOLE   342,814 0 0
FIFTH THIRD BANCORP COM 316773100   4,193,600 160,000 SH   SOLE   160,000 0 0
FIRST HORIZON CORPORATION COM 320517105   1,690,500 150,000 SH   SOLE   150,000 0 0
FIRSTENERGY CORP COM 337932107   9,180,035 236,112 SH   SOLE   236,112 0 0
FLUOR CORP NEW COM 343412102   2,373,950 80,201 SH   SOLE   80,201 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,902,840 172,571 SH   SOLE   172,571 0 0
FTAC EMERALD ACQUISITION COR CLASS A COM 29103K100   1,036,000 100,000 SH   SOLE   100,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   6,147,960 28,000 SH   SOLE   28,000 0 0
GARTNER INC COM 366651107   1,053,382 3,007 SH   SOLE   3,007 0 0
GERON CORP COM 374163103   1,573,385 490,151 SH   SOLE   490,151 0 0
GLOBAL STAR ACQUISITION INC CLASS A COM 37962G102   1,042,956 99,709 SH   SOLE   99,709 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   4,183,381 302,486 SH   SOLE   302,486 0 0
GOLDENSTONE ACQUISITION LTD COM 38136Y102   1,062,000 100,000 SH   SOLE   100,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   3,225,400 10,000 SH   SOLE   10,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   5,172,458 215,250 SH   SOLE   215,250 0 0
GREEN PLAINS INC COM 393222104   7,480,937 232,039 SH   SOLE   232,039 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   6,941,233 110,494 SH   SOLE   110,494 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   4,321,200 60,000 SH   SOLE   60,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   8,085,000 750,000 SH   SOLE   750,000 0 0
INCEPTION GROWTH ACQUSTN LTD COMMON STOCK 45333D104   1,035,500 100,000 SH   SOLE   100,000 0 0
INTEGRATED RAIL AND RES ACQ CL A COM 45827R106   1,071,000 100,000 SH   SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   22,054,374 59,700 SH Put SOLE   59,700 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   2,221,467 35,888 SH   SOLE   35,888 0 0
ISHARES TR 0-5YR INVT GR CP 46434V100   1,253,460 26,000 SH   SOLE   26,000 0 0
JPMORGAN CHASE & CO COM 46625H100   3,636,000 25,000 SH   SOLE   25,000 0 0
KBR INC COM 48242W106   2,678,390 41,168 SH   SOLE   41,168 0 0
KKR & CO INC COM 48251W104   2,520,000 45,000 SH   SOLE   45,000 0 0
KULICKE & SOFFA INDS INC COM 501242101   2,491,728 41,913 SH   SOLE   41,913 0 0
LINCOLN NATL CORP IND COM 534187109   2,318,400 90,000 SH   SOLE   90,000 0 0
LIVE OAK CRESTVIEW CLIMATE A CL A COM 538086109   1,025,000 100,000 SH   SOLE   100,000 0 0
LORDSTOWN MOTORS CORP CL A NEW 54405Q209   1,278,000 600,000 SH   SOLE   600,000 0 0
LPL FINL HLDGS INC COM 50212V100   6,522,900 30,000 SH   SOLE   30,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   5,939,246 90,634 SH   SOLE   90,634 0 0
MARSH & MCLENNAN COS INC COM 571748102   6,582,800 35,000 SH   SOLE   35,000 0 0
MERCURY SYS INC COM 589378108   11,805,394 341,295 SH   SOLE   341,295 0 0
META PLATFORMS INC CL A 30303M102   5,914,658 20,610 SH   SOLE   20,610 0 0
METLIFE INC COM 59156R108   6,783,600 120,000 SH   SOLE   120,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,939,627 32,812 SH   SOLE   32,812 0 0
MICRON TECHNOLOGY INC COM 595112103   3,817,903 60,496 SH   SOLE   60,496 0 0
MICROSOFT CORP COM 594918104   9,024,310 26,500 SH   SOLE   26,500 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   11,484,277 1,359,086 SH   SOLE   1,359,086 0 0
MKS INSTRS INC COM 55306N104   4,544,524 42,040 SH   SOLE   42,040 0 0
MORGAN STANLEY COM NEW 617446448   2,562,000 30,000 SH   SOLE   30,000 0 0
MSCI INC COM 55354G100   4,222,202 8,997 SH   SOLE   8,997 0 0
NATERA INC COM 632307104   2,485,212 51,073 SH   SOLE   51,073 0 0
NCR CORP NEW COM 62886E108   17,058,712 676,933 SH   SOLE   676,933 0 0
NEXTERA ENERGY INC COM 65339F101   5,250,021 70,755 SH   SOLE   70,755 0 0
NISOURCE INC COM 65473P105   14,669,173 536,350 SH   SOLE   536,350 0 0
NORFOLK SOUTHN CORP COM 655844108   7,516,640 33,148 SH   SOLE   33,148 0 0
NORTHERN STAR INVEST CORP II COM CL A 66574L100   572,000 55,000 SH   SOLE   55,000 0 0
NUCOR CORP COM 670346105   10,592,944 64,599 SH   SOLE   64,599 0 0
NVIDIA CORPORATION COM 67066G104   13,229,527 31,274 SH   SOLE   31,274 0 0
PALO ALTO NETWORKS INC COM 697435105   4,143,350 16,216 SH   SOLE   16,216 0 0
PAYLOCITY HLDG CORP COM 70438V106   3,306,778 17,920 SH   SOLE   17,920 0 0
PEGASYSTEMS INC COM 705573103   4,135,235 83,879 SH   SOLE   83,879 0 0
PG&E CORP COM 69331C108   4,660,243 269,690 SH   SOLE   269,690 0 0
PNC FINL SVCS GROUP INC COM 693475105   6,927,250 55,000 SH   SOLE   55,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   2,632,689 56,218 SH   SOLE   56,218 0 0
POTLATCHDELTIC CORPORATION COM 737630103   3,359,886 63,574 SH   SOLE   63,574 0 0
PPL CORP COM 69351T106   14,031,473 530,290 SH   SOLE   530,290 0 0
PRICE T ROWE GROUP INC COM 74144T108   2,240,400 20,000 SH   SOLE   20,000 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,516,800 20,000 SH   SOLE   20,000 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107   115,216 32,639 SH   SOLE   32,639 0 0
RAMBUS INC DEL COM 750917106   9,409,055 146,627 SH   SOLE   146,627 0 0
REGAL REXNORD CORPORATION COM 758750103   6,309,900 41,000 SH   SOLE   41,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   7,156,940 26,352 SH   SOLE   26,352 0 0
RIO TINTO PLC SPONSORED ADR 767204100   11,551,082 180,938 SH   SOLE   180,938 0 0
ROYAL GOLD INC COM 780287108   7,264,656 63,292 SH   SOLE   63,292 0 0
RXO INC COMMON STOCK 74982T103   11,965,634 527,818 SH   SOLE   527,818 0 0
S&P GLOBAL INC COM 78409V104   2,030,107 5,064 SH   SOLE   5,064 0 0
SALESFORCE INC COM 79466L302   2,163,514 10,241 SH   SOLE   10,241 0 0
SANA BIOTECHNOLOGY INC COM 799566104   20,059,119 3,365,624 SH   SOLE   3,365,624 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,538,511 31,274 SH   SOLE   31,274 0 0
SERVICENOW INC COM 81762P102   2,237,203 3,981 SH   SOLE   3,981 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   2,104,779 29,290 SH   SOLE   29,290 0 0
SMARTSHEET INC COM CL A 83200N103   3,784,029 98,903 SH   SOLE   98,903 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   3,122,660 43,000 SH   SOLE   43,000 0 0
SOUTHERN CO COM 842587107   1,188,630 16,920 SH   SOLE   16,920 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   16,623,000 37,500 SH Put SOLE   37,500 0 0
SPIRIT AIRLS INC COM 848577102   8,721,999 508,275 SH   SOLE   508,275 0 0
SPLUNK INC COM 848637104   1,600,792 15,089 SH   SOLE   15,089 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   9,262,497 185,287 SH   SOLE   185,287 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   2,353,872 112,464 SH   SOLE   112,464 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,782,967 87,029 SH   SOLE   87,029 0 0
TRANSUNION COM 89400J107   3,633,102 46,382 SH   SOLE   46,382 0 0
TRAVELERS COMPANIES INC COM 89417E109   868,300 5,000 SH   SOLE   5,000 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   943,427 61,421 SH   SOLE   61,421 0 0
UNION PAC CORP COM 907818108   10,595,633 51,782 SH   SOLE   51,782 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   7,317,152 243,014 SH   SOLE   243,014 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,890,210 51,417 SH   SOLE   51,417 0 0
VEECO INSTRS INC DEL COM 922417100   3,447,797 134,260 SH   SOLE   134,260 0 0
VEEVA SYS INC CL A COM 922475108   2,814,291 14,233 SH   SOLE   14,233 0 0
VERA THERAPEUTICS INC CL A 92337R101   728,349 45,380 SH   SOLE   45,380 0 0
VICOR CORP COM 925815102   2,489,184 46,096 SH   SOLE   46,096 0 0
VOYA FINANCIAL INC COM 929089100   4,302,600 60,000 SH   SOLE   60,000 0 0
WEC ENERGY GROUP INC COM 92939U106   4,011,920 45,466 SH   SOLE   45,466 0 0
WELLS FARGO CO NEW COM 949746101   3,830,359 89,746 SH   SOLE   89,746 0 0
WELSBACH TECH METALS ACQU CO COM 950415109   974,170 91,773 SH   SOLE   91,773 0 0
WESCO INTL INC COM 95082P105   18,204,135 101,665 SH   SOLE   101,665 0 0
WORKDAY INC CL A 98138H101   4,600,702 20,367 SH   SOLE   20,367 0 0