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   2,695,626 998,380 SH   SOLE   998,380 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,111,171 8,976 SH   SOLE   8,976 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,790,290 21,000 SH   SOLE   21,000 0 0
AERCAP HOLDINGS NV SHS N00985106   8,691,000 100,000 SH   SOLE   100,000 0 0
AES CORP COM 00130H105   3,142,555 175,268 SH   SOLE   175,268 0 0
AGNICO EAGLE MINES LTD COM 008474108   6,376,585 106,900 SH   SOLE   106,900 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   3,923,500 266,000 SH   SOLE   266,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   10,929,404 1,729,336 SH   SOLE   1,729,336 0 0
ALLIANT ENERGY CORP COM 018802108   7,101,511 140,903 SH   SOLE   140,903 0 0
ALPHABET INC CAP STK CL A 02079K305   4,678,830 31,000 SH   SOLE   31,000 0 0
ALTRIA GROUP INC COM 02209S103   4,463,242 102,321 SH   SOLE   102,321 0 0
AMAZON COM INC COM 023135106   5,575,365 30,909 SH   SOLE   30,909 0 0
AMEREN CORP COM 023608102   5,487,832 74,200 SH   SOLE   74,200 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   2,554,189 20,900 SH   SOLE   20,900 0 0
ANALOG DEVICES INC COM 032654105   1,141,644 5,772 SH   SOLE   5,772 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   7,386,533 121,529 SH   SOLE   121,529 0 0
APPLE INC COM 037833100   2,915,160 17,000 SH   SOLE   17,000 0 0
APPLIED MATLS INC COM 038222105   3,547,156 17,200 SH   SOLE   17,200 0 0
ARAMARK COM 03852U106   7,024,320 216,000 SH   SOLE   216,000 0 0
ARCOSA INC COM 039653100   13,454,863 156,707 SH   SOLE   156,707 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   5,865,303 1,710,001 SH   SOLE   1,710,001 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   25,121,586 25,886 SH   SOLE   25,886 0 0
ATLASSIAN CORPORATION CL A 049468101   2,613,889 13,397 SH   SOLE   13,397 0 0
AVERY DENNISON CORP COM 053611109   11,068,735 49,580 SH   SOLE   49,580 0 0
AXALTA COATING SYS LTD COM G0750C108   8,133,235 236,500 SH   SOLE   236,500 0 0
BALL CORP COM 058498106   7,477,027 111,001 SH   SOLE   111,001 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   836,101 14,164 SH   SOLE   14,164 0 0
BILL HOLDINGS INC COM 090043100   994,928 14,478 SH   SOLE   14,478 0 0
BRAZE INC COM CL A 10576N102   1,006,806 22,727 SH   SOLE   22,727 0 0
BROADCOM INC COM 11135F101   12,423,068 9,373 SH   SOLE   9,373 0 0
BURFORD CAP LTD ORD SHS G17977110   5,110,400 320,000 SH   SOLE   320,000 0 0
CABALETTA BIO INC COM 12674W109   1,450,100 85,000 SH   SOLE   85,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   5,415,027 17,396 SH   SOLE   17,396 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   5,925,789 82,971 SH   SOLE   82,971 0 0
CBOE GLOBAL MKTS INC COM 12503M108   2,888,236 15,720 SH   SOLE   15,720 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   2,908,059 69,289 SH   SOLE   69,289 0 0
CENTERPOINT ENERGY INC COM 15189T107   7,229,565 253,758 SH   SOLE   253,758 0 0
CME GROUP INC COM 12572Q105   4,046,160 18,794 SH   SOLE   18,794 0 0
CMS ENERGY CORP COM 125896100   7,497,426 124,253 SH   SOLE   124,253 0 0
COGENT BIOSCIENCES INC COM 19240Q201   2,116,800 315,000 SH   SOLE   315,000 0 0
COHERENT CORP COM 19247G107   2,121,700 35,000 SH   SOLE   35,000 0 0
COMMERCIAL METALS CO COM 201723103   11,714,565 199,329 SH   SOLE   199,329 0 0
CONSOL ENERGY INC NEW COM 20854L108   3,350,400 40,000 SH   SOLE   40,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   905,765 4,900 SH   SOLE   4,900 0 0
CONSTELLIUM SE CL A SHS F21107101   18,361,161 830,446 SH   SOLE   830,446 0 0
CRH PLC ORD G25508105   7,157,165 82,972 SH   SOLE   82,972 0 0
CROWN HLDGS INC COM 228368106   1,678,489 21,177 SH   SOLE   21,177 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   5,248,849 19,760 SH   SOLE   19,760 0 0
DATADOG INC CL A COM 23804L103   2,907,566 23,524 SH   SOLE   23,524 0 0
DAYFORCE INC COM 15677J108   4,021,000 60,731 SH   SOLE   60,731 0 0
DELEK US HLDGS INC NEW COM 24665A103   8,299,800 270,000 SH   SOLE   270,000 0 0
DENALI THERAPEUTICS INC COM 24823R105   106,924,221 5,210,732 SH   SOLE   5,210,732 0 0
DENISON MINES CORP COM 248356107   892,538 457,712 SH   SOLE   457,712 0 0
DOCUSIGN INC COM 256163106   2,249,501 37,775 SH   SOLE   37,775 0 0
DYNATRACE INC COM NEW 268150109   6,197,372 133,449 SH   SOLE   133,449 0 0
DYNE THERAPEUTICS INC COM 26818M108   2,129,250 75,000 SH   SOLE   75,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   2,114,381 71,820 SH   SOLE   71,820 0 0
ENTERGY CORP NEW COM 29364G103   16,197,257 153,267 SH   SOLE   153,267 0 0
EVERGY INC COM 30034W106   7,373,806 138,138 SH   SOLE   138,138 0 0
EVERSOURCE ENERGY COM 30040W108   4,925,048 82,400 SH   SOLE   82,400 0 0
FACTSET RESH SYS INC COM 303075105   2,210,607 4,865 SH   SOLE   4,865 0 0
FIRSTENERGY CORP COM 337932107   2,438,119 63,131 SH   SOLE   63,131 0 0
FIVE9 INC COM 338307101   3,599,585 57,955 SH   SOLE   57,955 0 0
FRANCO NEV CORP COM 351858105   3,922,747 32,920 SH   SOLE   32,920 0 0
FREEPORT-MCMORAN INC CL B 35671D857   11,110,826 236,300 SH   SOLE   236,300 0 0
FRESHPET INC COM 358039105   680,446 5,873 SH   SOLE   5,873 0 0
FRESHWORKS INC CLASS A COM 358054104   2,803,612 153,960 SH   SOLE   153,960 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848   2,004,607 73,001 SH   SOLE   73,001 0 0
GOLAR LNG LTD SHS G9456A100   10,827,000 450,000 SH   SOLE   450,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   8,649,900 630,000 SH   SOLE   630,000 0 0
GREEN PLAINS INC COM 393222104   4,149,115 179,460 SH   SOLE   179,460 0 0
HARMONIC INC COM 413160102   2,015,059 149,930 SH   SOLE   149,930 0 0
HERSHEY CO COM 427866108   11,500,007 59,126 SH   SOLE   59,126 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   3,014,100 170,000 SH   SOLE   170,000 0 0
HORMEL FOODS CORP COM 440452100   5,613,801 160,900 SH   SOLE   160,900 0 0
IMMATICS N.V SHS N44445109   1,282,598 122,036 SH   SOLE   122,036 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   4,637,444 87,170 SH   SOLE   87,170 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   6,111,550 92,782 SH   SOLE   92,782 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   8,880,200 20,000 SH Put SOLE   20,000 0 0
JFROG LTD ORD SHS M6191J100   1,018,431 23,031 SH   SOLE   23,031 0 0
KBR INC COM 48242W106   3,575,973 56,173 SH   SOLE   56,173 0 0
KELLANOVA COM 487836108   13,946,506 243,437 SH   SOLE   243,437 0 0
KEURIG DR PEPPER INC COM 49271V100   3,275,556 106,800 SH   SOLE   106,800 0 0
KIMBERLY-CLARK CORP COM 494368103   18,888,075 146,023 SH   SOLE   146,023 0 0
KIRBY CORP COM 497266106   6,500,824 68,200 SH   SOLE   68,200 0 0
LAMB WESTON HLDGS INC COM 513272104   7,723,425 72,500 SH   SOLE   72,500 0 0
LAUDER ESTEE COS INC CL A 518439104   6,874,628 44,597 SH   SOLE   44,597 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   3,933,099 41,124 SH   SOLE   41,124 0 0
MARTIN MARIETTA MATLS INC COM 573284106   6,753,340 11,000 SH   SOLE   11,000 0 0
MATTHEWS INTL CORP CL A 577128101   4,895,100 157,500 SH   SOLE   157,500 0 0
MERCURY SYS INC COM 589378108   8,033,263 272,314 SH   SOLE   272,314 0 0
META PLATFORMS INC CL A 30303M102   4,127,430 8,500 SH   SOLE   8,500 0 0
MICROSOFT CORP COM 594918104   9,057,260 21,528 SH   SOLE   21,528 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   9,209,700 810,000 SH   SOLE   810,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   6,022,907 101,601 SH   SOLE   101,601 0 0
MSCI INC COM 55354G100   1,690,317 3,016 SH   SOLE   3,016 0 0
NASDAQ INC COM 631103108   9,500,462 150,562 SH   SOLE   150,562 0 0
NATERA INC COM 632307104   6,132,302 67,049 SH   SOLE   67,049 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106   6,915,028 350,128 SH   SOLE   350,128 0 0
NCR VOYIX CORPORATION COM 62886E108   5,737,279 454,258 SH   SOLE   454,258 0 0
NEXGEN ENERGY LTD COM 65340P106   2,179,236 280,468 SH   SOLE   280,468 0 0
NEXTERA ENERGY INC COM 65339F101   3,802,645 59,500 SH   SOLE   59,500 0 0
NISOURCE INC COM 65473P105   20,586,508 744,270 SH   SOLE   744,270 0 0
NUCOR CORP COM 670346105   4,294,430 21,700 SH   SOLE   21,700 0 0
NVIDIA CORPORATION COM 67066G104   14,456,960 16,000 SH   SOLE   16,000 0 0
OKTA INC CL A 679295105   1,639,500 15,671 SH   SOLE   15,671 0 0
PEGASYSTEMS INC COM 705573103   7,565,660 117,043 SH   SOLE   117,043 0 0
PEPGEN INC COM 713317105   514,500 35,000 SH   SOLE   35,000 0 0
PERRIGO CO PLC SHS G97822103   8,369,400 260,000 SH   SOLE   260,000 0 0
PG&E CORP COM 69331C108   17,256,264 1,029,610 SH   SOLE   1,029,610 0 0
PINNACLE WEST CAP CORP COM 723484101   2,055,075 27,500 SH   SOLE   27,500 0 0
PNM RES INC COM 69349H107   2,462,446 65,421 SH   SOLE   65,421 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   3,021,984 71,952 SH   SOLE   71,952 0 0
PPL CORP COM 69351T106   15,578,731 565,882 SH   SOLE   565,882 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   2,864,862 42,900 SH   SOLE   42,900 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107   189,910 35,832 SH   SOLE   35,832 0 0
RAMBUS INC DEL COM 750917106   10,242,164 165,704 SH   SOLE   165,704 0 0
RELIANCE INC COM 759509102   2,172,170 6,500 SH   SOLE   6,500 0 0
ROYAL GOLD INC COM 780287108   3,230,401 26,520 SH   SOLE   26,520 0 0
S&P GLOBAL INC COM 78409V104   6,051,175 14,223 SH   SOLE   14,223 0 0
SALESFORCE INC COM 79466L302   6,994,906 23,225 SH   SOLE   23,225 0 0
SANA BIOTECHNOLOGY INC COM 799566104   33,656,240 3,365,624 SH   SOLE   3,365,624 0 0
SCORPIO TANKERS INC SHS Y7542C130   9,881,484 138,106 SH   SOLE   138,106 0 0
SEMTECH CORP COM 816850101   5,079,932 184,792 SH   SOLE   184,792 0 0
SENTINELONE INC CL A 81730H109   4,506,336 193,322 SH   SOLE   193,322 0 0
SERVICENOW INC COM 81762P102   9,668,757 12,682 SH   SOLE   12,682 0 0
SHERWIN WILLIAMS CO COM 824348106   3,632,030 10,457 SH   SOLE   10,457 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   6,155,200 80,000 SH   SOLE   80,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102   1,897,138 55,749 SH   SOLE   55,749 0 0
SMARTSHEET INC COM CL A 83200N103   5,979,435 155,310 SH   SOLE   155,310 0 0
SMUCKER J M CO COM NEW 832696405   13,423,910 106,649 SH   SOLE   106,649 0 0
SNOWFLAKE INC CL A 833445109   6,125,771 37,907 SH   SOLE   37,907 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   26,153,500 50,000 SH   SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   66,952,960 128,000 SH Put SOLE   128,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   8,881,065 137,969 SH   SOLE   137,969 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   3,450,033 79,788 SH   SOLE   79,788 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   2,468,298 103,710 SH   SOLE   103,710 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   19,897,449 146,251 SH   SOLE   146,251 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   4,157,720 28,000 SH   SOLE   28,000 0 0
TERADYNE INC COM 880770102   1,788,468 15,851 SH   SOLE   15,851 0 0
TRANSUNION COM 89400J107   7,499,524 93,979 SH   SOLE   93,979 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   646,861 83,899 SH   SOLE   83,899 0 0
TYLER TECHNOLOGIES INC COM 902252105   6,314,374 14,857 SH   SOLE   14,857 0 0
UNION PAC CORP COM 907818108   3,375,881 13,727 SH   SOLE   13,727 0 0
UNITED STATES STL CORP NEW COM 912909108   1,651,590 40,500 SH   SOLE   40,500 0 0
UTZ BRANDS INC COM CL A 918090101   516,320 28,000 SH   SOLE   28,000 0 0
VALMONT INDS INC COM 920253101   4,771,280 20,901 SH   SOLE   20,901 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   9,014,166 285,078 SH   SOLE   285,078 0 0
VEECO INSTRS INC DEL COM 922417100   6,356,555 180,738 SH   SOLE   180,738 0 0
VERA THERAPEUTICS INC CL A 92337R101   2,224,647 51,592 SH   SOLE   51,592 0 0
VERALTO CORP COM SHS 92338C103   5,585,580 63,000 SH   SOLE   63,000 0 0
VERISK ANALYTICS INC COM 92345Y106   4,281,564 18,163 SH   SOLE   18,163 0 0
VESTIS CORPORATION COM SHS 29430C102   6,937,200 360,000 SH   SOLE   360,000 0 0
WESCO INTL INC COM 95082P105   6,606,955 38,574 SH   SOLE   38,574 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,621,430 73,000 SH   SOLE   73,000 0 0
WORKDAY INC CL A 98138H101   11,068,741 40,582 SH   SOLE   40,582 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   1,008,495 62,913 SH   SOLE   62,913 0 0