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
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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   2,216,404 998,380 SH   SOLE   998,380 0 0
ABACUS LIFE INC CL A 00258Y104   151,375 17,500 SH   SOLE   17,500 0 0
ADOBE INC COM 00724F101   9,277,518 16,700 SH   SOLE   16,700 0 0
AERCAP HOLDINGS NV SHS N00985106   9,320,000 100,000 SH   SOLE   100,000 0 0
AES CORP COM 00130H105   2,915,829 165,955 SH   SOLE   165,955 0 0
AGNICO EAGLE MINES LTD COM 008474108   8,765,954 134,036 SH   SOLE   134,036 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   9,033,452 576,113 SH   SOLE   576,113 0 0
ALCOA CORP COM 013872106   13,568,998 341,101 SH   SOLE   341,101 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   15,855,297 2,705,682 SH   SOLE   2,705,682 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   4,094,800 145,000 SH   SOLE   145,000 0 0
ALLETE INC COM NEW 018522300   3,224,181 51,711 SH   SOLE   51,711 0 0
ALLIANT ENERGY CORP COM 018802108   9,426,120 185,189 SH   SOLE   185,189 0 0
ALPHABET INC CAP STK CL A 02079K305   3,825,150 21,000 SH   SOLE   21,000 0 0
ALTRIA GROUP INC COM 02209S103   4,113,165 90,300 SH   SOLE   90,300 0 0
AMAZON COM INC COM 023135106   5,217,750 27,000 SH   SOLE   27,000 0 0
AMEREN CORP COM 023608102   9,680,275 136,131 SH   SOLE   136,131 0 0
AON PLC SHS CL A G0403H108   1,667,534 5,680 SH   SOLE   5,680 0 0
APPLE INC COM 037833100   24,010,680 114,000 SH   SOLE   114,000 0 0
APPLIED MATLS INC COM 038222105   3,492,652 14,800 SH   SOLE   14,800 0 0
ARAMARK COM 03852U106   8,334,900 245,000 SH   SOLE   245,000 0 0
ARCOSA INC COM 039653100   14,995,867 179,785 SH   SOLE   179,785 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   4,726,901 1,390,265 SH   SOLE   1,390,265 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   15,224,359 14,886 SH   SOLE   14,886 0 0
ATLASSIAN CORPORATION CL A 049468101   1,843,090 10,420 SH   SOLE   10,420 0 0
AUTODESK INC COM 052769106   5,229,608 21,134 SH   SOLE   21,134 0 0
AVERY DENNISON CORP COM 053611109   10,195,431 46,629 SH   SOLE   46,629 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   1,706,280 12,000 SH   SOLE   12,000 0 0
BARRICK GOLD CORP COM 067901108   1,834,800 110,000 SH   SOLE   110,000 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   1,534,380 26,853 SH   SOLE   26,853 0 0
BILL HOLDINGS INC COM 090043100   833,817 15,846 SH   SOLE   15,846 0 0
BLACKLINE INC COM 09239B109   3,250,123 67,082 SH   SOLE   67,082 0 0
BRAZE INC COM CL A 10576N102   2,265,770 58,336 SH   SOLE   58,336 0 0
BROADCOM INC COM 11135F101   3,532,166 2,200 SH   SOLE   2,200 0 0
BURFORD CAP LTD ORD SHS G17977110   6,003,000 460,000 SH   SOLE   460,000 0 0
CABALETTA BIO INC COM 12674W109   783,193 104,705 SH   SOLE   104,705 0 0
CANADIAN NATL RY CO COM 136375102   6,461,711 54,700 SH   SOLE   54,700 0 0
CBOE GLOBAL MKTS INC COM 12503M108   5,198,394 30,568 SH   SOLE   30,568 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   3,158,841 85,351 SH   SOLE   85,351 0 0
CELSIUS HLDGS INC COM NEW 15118V207   953,403 16,700 SH   SOLE   16,700 0 0
CENTERPOINT ENERGY INC COM 15189T107   6,947,730 224,265 SH   SOLE   224,265 0 0
CENTURY ALUM CO COM 156431108   8,019,063 478,750 SH   SOLE   478,750 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   3,917,100 23,740 SH   SOLE   23,740 0 0
CME GROUP INC COM 12572Q105   3,048,480 15,506 SH   SOLE   15,506 0 0
CMS ENERGY CORP COM 125896100   8,437,604 141,737 SH   SOLE   141,737 0 0
COCA COLA CO COM 191216100   2,546,255 40,004 SH   SOLE   40,004 0 0
COGENT BIOSCIENCES INC COM 19240Q201   2,748,770 326,070 SH   SOLE   326,070 0 0
COLGATE PALMOLIVE CO COM 194162103   9,306,815 95,907 SH   SOLE   95,907 0 0
CONSOL ENERGY INC NEW COM 20854L108   4,234,245 41,500 SH   SOLE   41,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,607,115 13,018 SH   SOLE   13,018 0 0
CONSTELLIUM SE CL A SHS F21107101   3,457,279 183,410 SH   SOLE   183,410 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   1,133,873 4,147 SH   SOLE   4,147 0 0
DATADOG INC CL A COM 23804L103   2,158,301 16,642 SH   SOLE   16,642 0 0
DELEK US HLDGS INC NEW COM 24665A103   5,694,800 230,000 SH   SOLE   230,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,758,200 20,000 SH   SOLE   20,000 0 0
DENALI THERAPEUTICS INC COM 24823R105   110,544,197 4,760,732 SH   SOLE   4,760,732 0 0
DOCUSIGN INC COM 256163106   5,229,197 97,742 SH   SOLE   97,742 0 0
DUPONT DE NEMOURS INC COM 26614N102   4,620,126 57,400 SH   SOLE   57,400 0 0
DYNE THERAPEUTICS INC COM 26818M108   3,260,443 92,390 SH   SOLE   92,390 0 0
ENTERGY CORP NEW COM 29364G103   8,017,082 74,926 SH   SOLE   74,926 0 0
EVERGY INC COM 30034W106   10,907,106 205,911 SH   SOLE   205,911 0 0
EVERSOURCE ENERGY COM 30040W108   9,538,849 168,204 SH   SOLE   168,204 0 0
FACTSET RESH SYS INC COM 303075105   1,635,121 4,005 SH   SOLE   4,005 0 0
FERROGLOBE PLC SHS G33856108   2,144,000 400,000 SH   SOLE   400,000 0 0
FIRSTENERGY CORP COM 337932107   5,650,259 147,642 SH   SOLE   147,642 0 0
FRESHPET INC COM 358039105   746,968 5,773 SH   SOLE   5,773 0 0
FRESHWORKS INC CLASS A COM 358054104   1,029,997 81,166 SH   SOLE   81,166 0 0
GARTNER INC COM 366651107   3,346,844 7,453 SH   SOLE   7,453 0 0
GLOBAL PMTS INC COM 37940X102   3,729,332 38,566 SH   SOLE   38,566 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848   7,606,025 243,861 SH   SOLE   243,861 0 0
GLOBANT S A COM L44385109   4,199,984 23,561 SH   SOLE   23,561 0 0
GOLAR LNG LTD SHS G9456A100   12,853,500 410,000 SH   SOLE   410,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   9,080,000 800,000 SH   SOLE   800,000 0 0
GREEN PLAINS INC COM 393222104   3,330,600 210,000 SH   SOLE   210,000 0 0
GREIF INC CL A 397624107   5,459,190 94,992 SH   SOLE   94,992 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,552,779 11,261 SH   SOLE   11,261 0 0
HERSHEY CO COM 427866108   4,480,305 24,372 SH   SOLE   24,372 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   4,657,400 220,000 SH   SOLE   220,000 0 0
HORMEL FOODS CORP COM 440452100   8,176,412 268,167 SH   SOLE   268,167 0 0
HUBSPOT INC COM 443573100   6,641,625 11,261 SH   SOLE   11,261 0 0
IMMATICS N.V SHS N44445109   1,467,897 126,325 SH   SOLE   126,325 0 0
INTERNATIONAL PAPER CO COM 460146103   5,393,750 125,000 SH   SOLE   125,000 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   7,172,587 121,302 SH   SOLE   121,302 0 0
ISHARES TR 20 YR TR BD ETF 464287432   10,325,250 112,500 SH Call SOLE   112,500 0 0
ISHARES TR CORE S&P500 ETF 464287200   183,322,050 335,000 SH   SOLE   335,000 0 0
ISHARES TR EXPANDED TECH 464287515   6,517,500 75,000 SH   SOLE   75,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   26,984,370 133,000 SH   SOLE   133,000 0 0
JFROG LTD ORD SHS M6191J100   2,104,828 56,054 SH   SOLE   56,054 0 0
KBR INC COM 48242W106   4,903,182 76,445 SH   SOLE   76,445 0 0
KIMBERLY-CLARK CORP COM 494368103   15,902,259 115,067 SH   SOLE   115,067 0 0
KIRBY CORP COM 497266106   2,517,204 21,024 SH   SOLE   21,024 0 0
LAMB WESTON HLDGS INC COM 513272104   21,138,889 251,414 SH   SOLE   251,414 0 0
LAUDER ESTEE COS INC CL A 518439104   10,675,857 100,337 SH   SOLE   100,337 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   6,353,790 57,000 SH   SOLE   57,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,793,425 6,332 SH   SOLE   6,332 0 0
MATTHEWS INTL CORP CL A 577128101   3,945,375 157,500 SH   SOLE   157,500 0 0
MERCURY SYS INC COM 589378108   12,927,481 478,973 SH   SOLE   478,973 0 0
META PLATFORMS INC CL A 30303M102   7,563,300 15,000 SH   SOLE   15,000 0 0
METHANEX CORP COM 59151K108   11,679,982 242,022 SH   SOLE   242,022 0 0
MICROSOFT CORP COM 594918104   5,029,528 11,253 SH   SOLE   11,253 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   8,699,400 810,000 SH   SOLE   810,000 0 0
MKS INSTRS INC COM 55306N104   4,178,560 32,000 SH   SOLE   32,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   11,209,082 220,521 SH   SOLE   220,521 0 0
MONDAY COM LTD SHS M7S64H106   2,508,238 10,418 SH   SOLE   10,418 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   7,380,212 147,752 SH   SOLE   147,752 0 0
MOODYS CORP COM 615369105   4,949,295 11,758 SH   SOLE   11,758 0 0
MSCI INC COM 55354G100   7,920,934 16,442 SH   SOLE   16,442 0 0
NATERA INC COM 632307104   7,377,256 68,125 SH   SOLE   68,125 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106   1,737,656 64,310 SH   SOLE   64,310 0 0
NCR VOYIX CORPORATION COM 62886E108   6,281,506 508,624 SH   SOLE   508,624 0 0
NEXTERA ENERGY INC COM 65339F101   7,793,349 110,060 SH   SOLE   110,060 0 0
NISOURCE INC COM 65473P105   15,597,100 541,378 SH   SOLE   541,378 0 0
NORFOLK SOUTHN CORP COM 655844108   8,587,600 40,000 SH   SOLE   40,000 0 0
NVIDIA CORPORATION COM 67066G104   27,425,880 222,000 SH   SOLE   222,000 0 0
OKTA INC CL A 679295105   7,742,670 82,712 SH   SOLE   82,712 0 0
PACKAGING CORP AMER COM 695156109   4,459,393 24,427 SH   SOLE   24,427 0 0
PEGASYSTEMS INC COM 705573103   4,228,021 69,850 SH   SOLE   69,850 0 0
PEPGEN INC COM 713317105   498,431 31,230 SH   SOLE   31,230 0 0
PERRIGO CO PLC SHS G97822103   12,840,000 500,000 SH   SOLE   500,000 0 0
PG&E CORP COM 69331C108   5,172,315 296,238 SH   SOLE   296,238 0 0
PINNACLE WEST CAP CORP COM 723484101   1,526,836 19,990 SH   SOLE   19,990 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   4,637,576 107,252 SH   SOLE   107,252 0 0
PPL CORP COM 69351T106   12,925,297 467,461 SH   SOLE   467,461 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   1,600,617 21,718 SH   SOLE   21,718 0 0
R1 RCM INC COM 77634L105   8,164,000 650,000 SH   SOLE   650,000 0 0
RAMBUS INC DEL COM 750917106   7,698,676 131,019 SH   SOLE   131,019 0 0
RELIANCE INC COM 759509102   4,189,466 14,669 SH   SOLE   14,669 0 0
ROYAL GOLD INC COM 780287108   10,399,544 83,090 SH   SOLE   83,090 0 0
S&P GLOBAL INC COM 78409V104   2,003,878 4,493 SH   SOLE   4,493 0 0
SALESFORCE INC COM 79466L302   1,832,866 7,129 SH   SOLE   7,129 0 0
SANA BIOTECHNOLOGY INC COM 799566104   17,611,907 3,225,624 SH   SOLE   3,225,624 0 0
SCORPIO TANKERS INC SHS Y7542C130   13,744,838 169,084 SH   SOLE   169,084 0 0
SEMTECH CORP COM 816850101   5,566,256 186,287 SH   SOLE   186,287 0 0
SHERWIN WILLIAMS CO COM 824348106   3,819,904 12,800 SH   SOLE   12,800 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   5,158,739 63,696 SH   SOLE   63,696 0 0
SIMPLY GOOD FOODS CO COM 82900L102   1,696,195 46,947 SH   SOLE   46,947 0 0
SMARTSHEET INC COM CL A 83200N103   2,605,745 59,114 SH   SOLE   59,114 0 0
SMUCKER J M CO COM NEW 832696405   7,336,429 67,282 SH   SOLE   67,282 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   1,178,400 30,000 SH   SOLE   30,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   2,941,538 143,280 SH   SOLE   143,280 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   20,727,016 119,251 SH   SOLE   119,251 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,829,787 37,493 SH   SOLE   37,493 0 0
TECK RESOURCES LTD CL B 878742204   8,899,820 185,800 SH   SOLE   185,800 0 0
TERADYNE INC COM 880770102   8,133,855 54,851 SH   SOLE   54,851 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   849,562 103,353 SH   SOLE   103,353 0 0
TYSON FOODS INC CL A 902494103   4,382,638 76,700 SH   SOLE   76,700 0 0
URANIUM ENERGY CORP COM 916896103   4,047,657 673,487 SH   SOLE   673,487 0 0
UTZ BRANDS INC COM CL A 918090101   924,518 55,560 SH   SOLE   55,560 0 0
VALMONT INDS INC COM 920253101   1,068,708 3,894 SH   SOLE   3,894 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   6,517,500 25,000 SH   SOLE   25,000 0 0
VEECO INSTRS INC DEL COM 922417100   8,582,402 183,738 SH   SOLE   183,738 0 0
VEEVA SYS INC CL A COM 922475108   13,197,400 72,113 SH   SOLE   72,113 0 0
VERA THERAPEUTICS INC CL A 92337R101   2,299,239 63,550 SH   SOLE   63,550 0 0
VERALTO CORP COM SHS 92338C103   6,778,370 71,000 SH   SOLE   71,000 0 0
WESCO INTL INC COM 95082P105   3,757,400 23,703 SH   SOLE   23,703 0 0
WESTERN DIGITAL CORP. COM 958102105   8,796,897 116,100 SH   SOLE   116,100 0 0
WEX INC COM 96208T104   1,358,310 7,668 SH   SOLE   7,668 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   2,197,982 77,421 SH   SOLE   77,421 0 0
WORKDAY INC CL A 98138H101   10,309,246 46,114 SH   SOLE   46,114 0 0
WORTHINGTON STL INC COM SHS 982104101   1,000,800 30,000 SH   SOLE   30,000 0 0