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 762 50,000 SH   SOLE   50,000 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 399 5,000 SH   SOLE   5,000 0 0
ELASTIC N V ORD SHS N14506104 1,353 20,000 SH   SOLE   20,000 0 0
AEROVIRONMENT INC COM 008073108 1,397 17,000 SH   SOLE   17,000 0 0
ALBEMARLE CORP COM 012653101 836 4,000 SH   SOLE   4,000 0 0
ALLY FINL INC COM 02005N100 570 17,000 SH   SOLE   17,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,164 15,000 SH   SOLE   15,000 0 0
ARISTA NETWORKS INC COM 040413106 2,812 30,000 SH   SOLE   30,000 0 0
AVANTOR INC COM 05352A100 1,493 48,000 SH   SOLE   48,000 0 0
BANKUNITED INC COM 06652K103 854 24,000 SH   SOLE   24,000 0 0
BARRICK GOLD CORP COM 067901108 1,221 69,000 SH   SOLE   69,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 912 11,000 SH   SOLE   11,000 0 0
CMS ENERGY CORP COM 125896100 3,105 46,000 SH   SOLE   46,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,800 12,000 SH   SOLE   12,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 1,609 42,000 SH   SOLE   42,000 0 0
CAMECO CORP COM 13321L108 294 14,000 SH   SOLE   14,000 0 0
CAMPBELL SOUP CO COM 134429109 2,066 43,000 SH   SOLE   43,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 856 24,000 SH   SOLE   24,000 0 0
CATALENT INC COM 148806102 1,717 16,000 SH   SOLE   16,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 665 5,000 SH   SOLE   5,000 0 0
COMMVAULT SYS INC COM 204166102 1,384 22,000 SH   SOLE   22,000 0 0
CORTEVA INC COM 22052L104 920 17,000 SH   SOLE   17,000 0 0
DEXCOM INC COM 252131107 1,043 14,000 SH   SOLE   14,000 0 0
DICKS SPORTING GOODS INC COM 253393102 1,960 26,000 SH   SOLE   26,000 0 0
DOMINION ENERGY INC COM 25746U109 2,953 37,000 SH   SOLE   37,000 0 0
ENTERGY CORP NEW COM 29364G103 2,591 23,000 SH   SOLE   23,000 0 0
ETSY INC COM 29786A106 1,830 25,000 SH   SOLE   25,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 585 18,000 SH   SOLE   18,000 0 0
EXELON CORP COM 30161N101 1,541 34,000 SH   SOLE   34,000 0 0
FORD MTR CO DEL COM 345370860 2,449 220,000 SH   SOLE   220,000 0 0
GENERAC HLDGS INC COM 368736104 1,263 6,000 SH   SOLE   6,000 0 0
GUARDANT HEALTH INC COM 40131M109 726 18,000 SH   SOLE   18,000 0 0
HALLIBURTON CO COM 406216101 690 22,000 SH   SOLE   22,000 0 0
HESS CORP COM 42809H107 2,649 25,000 SH   SOLE   25,000 0 0
HUBSPOT INC COM 443573100 1,503 5,000 SH   SOLE   5,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,274 189,000 SH   SOLE   189,000 0 0
ILLUMINA INC COM 452327109 737 4,000 SH   SOLE   4,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 715 6,000 SH   SOLE   6,000 0 0
IQVIA HLDGS INC COM 46266C105 1,302 6,000 SH   SOLE   6,000 0 0
JACOBS ENGR GROUP INC COM 469814107 1,526 12,000 SH   SOLE   12,000 0 0
KELLOGG CO COM 487836108 2,140 30,000 SH   SOLE   30,000 0 0
KRAFT HEINZ CO COM 500754106 2,174 57,000 SH   SOLE   57,000 0 0
KROGER CO COM 501044101 1,278 27,000 SH   SOLE   27,000 0 0
LPL FINL HLDGS INC COM 50212V100 1,660 9,000 SH   SOLE   9,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 342 17,000 SH   SOLE   17,000 0 0
M & T BK CORP COM 55261F104 2,231 14,000 SH   SOLE   14,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,197 4,000 SH   SOLE   4,000 0 0
MATTEL INC COM 577081102 2,367 106,000 SH   SOLE   106,000 0 0
MCKESSON CORP COM 58155Q103 2,610 8,000 SH   SOLE   8,000 0 0
METLIFE INC COM 59156R108 4,270 68,000 SH   SOLE   68,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,819 51,000 SH   SOLE   51,000 0 0
MOSAIC CO NEW COM 61945C103 331 7,000 SH   SOLE   7,000 0 0
NETFLIX INC COM 64110L106 2,973 17,000 SH   SOLE   17,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 979 105,000 SH   SOLE   105,000 0 0
NISOURCE INC COM 65473P105 1,946 66,000 SH   SOLE   66,000 0 0
NORDSON CORP COM 655663102 1,113 5,500 SH   SOLE   5,500 0 0
OCCIDENTAL PETE CORP COM 674599105 2,473 42,000 SH   SOLE   42,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 805 16,000 SH   SOLE   16,000 0 0
PDF SOLUTIONS INC COM 693282105 796 37,000 SH   SOLE   37,000 0 0
PALO ALTO NETWORKS INC COM 697435105 2,014 4,078 SH   SOLE   4,078 0 0
PHILLIPS 66 COM 718546104 902 11,000 SH   SOLE   11,000 0 0
PIONEER NAT RES CO COM 723787107 2,231 10,000 SH   SOLE   10,000 0 0
PRUDENTIAL FINL INC COM 744320102 2,105 22,000 SH   SOLE   22,000 0 0
RAMBUS INC DEL COM 750917106 645 30,000 SH   SOLE   30,000 0 0
REPUBLIC SVCS INC COM 760759100 2,356 18,000 SH   SOLE   18,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 997 5,000 SH   SOLE   5,000 0 0
ROKU INC COM CL A 77543R102 1,396 17,000 SH   SOLE   17,000 0 0
SEAGEN INC COM 81181C104 1,239 7,000 SH   SOLE   7,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,519 16,000 SH   SOLE   16,000 0 0
SOUTHWEST AIRLS CO COM 844741108 1,156 32,000 SH   SOLE   32,000 0 0
SPLUNK INC COM 848637104 2,388 27,000 SH   SOLE   27,000 0 0
STEEL DYNAMICS INC COM 858119100 1,588 24,000 SH   SOLE   24,000 0 0
SYNOPSYS INC COM 871607107 3,037 10,000 SH   SOLE   10,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,470 12,000 SH   SOLE   12,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 1,500 4,000 SH   SOLE   4,000 0 0
TWITTER INC COM 90184L102 823 22,000 SH   SOLE   22,000 0 0
VALERO ENERGY CORP COM 91913Y100 744 7,000 SH   SOLE   7,000 0 0
VENTAS INC COM 92276F100 1,646 32,000 SH   SOLE   32,000 0 0
VERISK ANALYTICS INC COM 92345Y106 1,558 9,000 SH   SOLE   9,000 0 0
VICI PPTYS INC COM 925652109 2,383 80,000 SH   SOLE   80,000 0 0
WEC ENERGY GROUP INC COM 92939U106 3,220 32,000 SH   SOLE   32,000 0 0
WESCO INTL INC COM 95082P105 1,285 12,000 SH   SOLE   12,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 3,146 95,000 SH   SOLE   95,000 0 0
WOLFSPEED INC COM 977852102 1,396 22,000 SH   SOLE   22,000 0 0
WORKDAY INC CL A 98138H101 2,429 17,400 SH   SOLE   17,400 0 0
XYLEM INC COM 98419M100 1,251 16,000 SH   SOLE   16,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,732 26,000 SH   SOLE   26,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 598 18,000 SH   SOLE   18,000 0 0