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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CUSHMAN WAKEFIELD PLC SHS G2717B108 1,026 50,000 SH   SOLE   50,000 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 526 5,000 SH   SOLE   5,000 0 0
APTIV PLC SHS G6095L109 1,338 11,177 SH   SOLE   11,177 0 0
ELASTIC N V ORD SHS N14506104 445 5,000 SH   SOLE   5,000 0 0
AEROVIRONMENT INC COM 008073108 1,600 17,000 SH   SOLE   17,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 998 30,000 SH   SOLE   30,000 0 0
ALLY FINL INC COM 02005N100 1,783 41,000 SH   SOLE   41,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 993 11,000 SH   SOLE   11,000 0 0
ARISTA NETWORKS INC COM 040413106 6,560 47,200 SH   SOLE   47,200 0 0
ASPEN AEROGELS INC COM 04523Y105 552 16,000 SH   SOLE   16,000 0 0
AVANTOR INC COM 05352A100 1,623 48,000 SH   SOLE   48,000 0 0
BANKUNITED INC COM 06652K103 1,934 44,000 SH   SOLE   44,000 0 0
BARRICK GOLD CORP COM 067901108 834 34,000 SH   SOLE   34,000 0 0
BATH & BODY WORKS INC COM 070830104 1,348 28,205 SH   SOLE   28,205 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 617 8,000 SH   SOLE   8,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,799 13,555 SH   SOLE   13,555 0 0
BROWN & BROWN INC COM 115236101 1,301 18,000 SH   SOLE   18,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,420 22,000 SH   SOLE   22,000 0 0
CMS ENERGY CORP COM 125896100 3,357 48,000 SH   SOLE   48,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,974 12,000 SH   SOLE   12,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 2,166 28,000 SH   SOLE   28,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,101 24,000 SH   SOLE   24,000 0 0
CATALENT INC COM 148806102 1,774 16,000 SH   SOLE   16,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 693 5,000 SH   SOLE   5,000 0 0
COMMVAULT SYS INC COM 204166102 1,460 22,000 SH   SOLE   22,000 0 0
CORTEVA INC COM 22052L104 977 17,000 SH   SOLE   17,000 0 0
DEXCOM INC COM 252131107 512 1,000 SH   SOLE   1,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,193 16,000 SH   SOLE   16,000 0 0
DOMINION ENERGY INC COM 25746U109 3,399 40,000 SH   SOLE   40,000 0 0
ENTERGY CORP NEW COM 29364G103 3,036 26,000 SH   SOLE   26,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 846 18,000 SH   SOLE   18,000 0 0
FIRST HORIZON CORPORATION COM 320517105 940 40,000 SH   SOLE   40,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,756 17,000 SH   SOLE   17,000 0 0
FORD MTR CO DEL COM 345370860 4,126 244,000 SH   SOLE   244,000 0 0
GUARDANT HEALTH INC COM 40131M109 662 10,000 SH   SOLE   10,000 0 0
HCA HEALTHCARE INC COM 40412C101 501 2,000 SH   SOLE   2,000 0 0
HELIOS TECHNOLOGIES INC COM 42328H109 1,043 13,000 SH   SOLE   13,000 0 0
HESS CORP COM 42809H107 5,780 54,000 SH   SOLE   54,000 0 0
HUBSPOT INC COM 443573100 475 1,000 SH   SOLE   1,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 3,202 219,000 SH   SOLE   219,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 788 6,000 SH   SOLE   6,000 0 0
IQVIA HLDGS INC COM 46266C105 2,775 12,000 SH   SOLE   12,000 0 0
JACOBS ENGR GROUP INC COM 469814107 1,654 12,000 SH   SOLE   12,000 0 0
KELLOGG CO COM 487836108 1,483 23,000 SH   SOLE   23,000 0 0
LPL FINL HLDGS INC COM 50212V100 2,923 16,000 SH   SOLE   16,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 770 20,000 SH   SOLE   20,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,059 9,000 SH   SOLE   9,000 0 0
M & T BK CORP COM 55261F104 2,373 14,000 SH   SOLE   14,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,540 4,000 SH   SOLE   4,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,147 16,000 SH   SOLE   16,000 0 0
MATTEL INC COM 577081102 3,243 146,000 SH   SOLE   146,000 0 0
METLIFE INC COM 59156R108 4,779 68,000 SH   SOLE   68,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,804 36,000 SH   SOLE   36,000 0 0
MOSAIC CO NEW COM 61945C103 466 7,000 SH   SOLE   7,000 0 0
NISOURCE INC COM 65473P105 2,862 90,000 SH   SOLE   90,000 0 0
NORDSON CORP COM 655663102 1,249 5,500 SH   SOLE   5,500 0 0
OCCIDENTAL PETE CORP COM 674599105 2,724 48,000 SH   SOLE   48,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,004 32,000 SH   SOLE   32,000 0 0
PALO ALTO NETWORKS INC COM 697435105 2,539 4,078 SH   SOLE   4,078 0 0
PHILLIPS 66 COM 718546104 950 11,000 SH   SOLE   11,000 0 0
PIONEER NAT RES CO COM 723787107 5,751 23,000 SH   SOLE   23,000 0 0
PLANET FITNESS INC CL A 72703H101 1,352 16,000 SH   SOLE   16,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,418 12,000 SH   SOLE   12,000 0 0
QORVO INC COM 74736K101 2,978 24,000 SH   SOLE   24,000 0 0
REPUBLIC SVCS INC COM 760759100 2,692 20,320 SH   SOLE   20,320 0 0
ROKU INC COM CL A 77543R102 1,378 11,000 SH   SOLE   11,000 0 0
SEAGEN INC COM 81181C104 576 4,000 SH   SOLE   4,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 2,105 16,000 SH   SOLE   16,000 0 0
SOUTHWEST AIRLS CO COM 844741108 1,099 24,000 SH   SOLE   24,000 0 0
SPLUNK INC COM 848637104 4,458 30,000 SH   SOLE   30,000 0 0
STEEL DYNAMICS INC COM 858119100 2,002 24,000 SH   SOLE   24,000 0 0
SYNOPSYS INC COM 871607107 2,666 8,000 SH   SOLE   8,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,230 8,000 SH   SOLE   8,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 2,536 5,366 SH   SOLE   5,366 0 0
TRANSUNION COM 89400J107 1,653 16,000 SH   SOLE   16,000 0 0
TWITTER INC COM 90184L102 658 17,000 SH   SOLE   17,000 0 0
VALERO ENERGY CORP COM 91913Y100 1,218 12,000 SH   SOLE   12,000 0 0
VENTAS INC COM 92276F100 1,976 32,000 SH   SOLE   32,000 0 0
VERISK ANALYTICS INC COM 92345Y106 2,361 11,000 SH   SOLE   11,000 0 0
VICI PPTYS INC COM 925652109 2,277 80,000 SH   SOLE   80,000 0 0
WEC ENERGY GROUP INC COM 92939U106 3,394 34,000 SH   SOLE   34,000 0 0
WESCO INTL INC COM 95082P105 1,562 12,000 SH   SOLE   12,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 4,738 125,000 SH   SOLE   125,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 476 10,000 SH   SOLE   10,000 0 0
WOLFSPEED INC COM 977852102 5,693 50,000 SH   SOLE   50,000 0 0
WORKDAY INC CL A 98138H101 3,688 15,400 SH   SOLE   15,400 0 0
XYLEM INC COM 98419M100 1,364 16,000 SH   SOLE   16,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 3,325 26,000 SH   SOLE   26,000 0 0