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
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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
AMBARELLA INC SHS G037AX101   1,548,400 20,000 SH   SOLE   20,000 0 0
ELASTIC N V ORD SHS N14506104   463,200 8,000 SH   SOLE   8,000 0 0
AEROVIRONMENT INC COM 008073108   1,558,220 17,000 SH   SOLE   17,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,255,900 10,000 SH   SOLE   10,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   2,035,800 45,000 SH   SOLE   45,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   400,640 2,000 SH   SOLE   2,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101   2,092,770 23,000 SH   SOLE   23,000 0 0
ARISTA NETWORKS INC COM 040413106   1,678,600 10,000 SH   SOLE   10,000 0 0
AVALONBAY CMNTYS INC COM 053484101   1,176,420 7,000 SH   SOLE   7,000 0 0
AVANTOR INC COM 05352A100   591,920 28,000 SH   SOLE   28,000 0 0
BALL CORP COM 058498106   1,102,200 20,000 SH   SOLE   20,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   636,160 14,000 SH   SOLE   14,000 0 0
BARRICK GOLD CORP COM 067901108   1,485,600 80,000 SH   SOLE   80,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   777,920 8,000 SH   SOLE   8,000 0 0
BIOGEN INC COM 09062X103   834,090 3,000 SH   SOLE   3,000 0 0
CMS ENERGY CORP COM 125896100   3,191,760 52,000 SH   SOLE   52,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,470,630 7,000 SH   SOLE   7,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   1,854,780 38,000 SH   SOLE   38,000 0 0
CAMPBELL SOUP CO COM 134429109   1,924,300 35,000 SH   SOLE   35,000 0 0
CENTENE CORP DEL COM 15135B101   632,100 10,000 SH   SOLE   10,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,103,200 7,000 SH   SOLE   7,000 0 0
CHURCH & DWIGHT CO INC COM 171340102   2,033,430 23,000 SH   SOLE   23,000 0 0
COHERENT CORP COM 19247G107   1,218,560 32,000 SH   SOLE   32,000 0 0
COMMVAULT SYS INC COM 204166102   624,140 11,000 SH   SOLE   11,000 0 0
CONAGRA BRANDS INC COM 205887102   2,178,480 58,000 SH   SOLE   58,000 0 0
CORTEVA INC COM 22052L104   663,410 11,000 SH   SOLE   11,000 0 0
CROWN CASTLE INC COM 22822V101   2,542,960 19,000 SH   SOLE   19,000 0 0
CULLEN FROST BANKERS INC COM 229899109   316,020 3,000 SH   SOLE   3,000 0 0
DICKS SPORTING GOODS INC COM 253393102   1,418,900 10,000 SH   SOLE   10,000 0 0
ENPHASE ENERGY INC COM 29355A107   420,560 2,000 SH   SOLE   2,000 0 0
ENTERGY CORP NEW COM 29364G103   3,339,940 31,000 SH   SOLE   31,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,164,360 12,000 SH   SOLE   12,000 0 0
FEDEX CORP COM 31428X106   685,470 3,000 SH   SOLE   3,000 0 0
FIRSTENERGY CORP COM 337932107   3,365,040 84,000 SH   SOLE   84,000 0 0
FORD MTR CO DEL COM 345370860   1,310,400 104,000 SH   SOLE   104,000 0 0
GUARDANT HEALTH INC COM 40131M109   351,600 15,000 SH   SOLE   15,000 0 0
HALLIBURTON CO COM 406216101   569,520 18,000 SH   SOLE   18,000 0 0
HESS CORP COM 42809H107   661,700 5,000 SH   SOLE   5,000 0 0
HUBSPOT INC COM 443573100   1,715,000 4,000 SH   SOLE   4,000 0 0
IDEXX LABS INC COM 45168D104   1,500,240 3,000 SH   SOLE   3,000 0 0
ILLUMINA INC COM 452327109   1,395,300 6,000 SH   SOLE   6,000 0 0
IQVIA HLDGS INC COM 46266C105   1,193,340 6,000 SH   SOLE   6,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   470,040 4,000 SH   SOLE   4,000 0 0
KELLOGG CO COM 487836108   2,142,720 32,000 SH   SOLE   32,000 0 0
KRAFT HEINZ CO COM 500754106   2,049,510 53,000 SH   SOLE   53,000 0 0
KROGER CO COM 501044101   1,431,730 29,000 SH   SOLE   29,000 0 0
LPL FINL HLDGS INC COM 50212V100   1,214,400 6,000 SH   SOLE   6,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   2,350,080 108,000 SH   SOLE   108,000 0 0
M & T BK CORP COM 55261F104   358,710 3,000 SH   SOLE   3,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,420,240 4,000 SH   SOLE   4,000 0 0
MATTEL INC COM 577081102   1,472,800 80,000 SH   SOLE   80,000 0 0
MCKESSON CORP COM 58155Q103   1,780,250 5,000 SH   SOLE   5,000 0 0
METLIFE INC COM 59156R108   1,158,800 20,000 SH   SOLE   20,000 0 0
MICRON TECHNOLOGY INC COM 595112103   422,380 7,000 SH   SOLE   7,000 0 0
NEWMONT CORP COM 651639106   1,960,800 40,000 SH   SOLE   40,000 0 0
NORDSON CORP COM 655663102   444,520 2,000 SH   SOLE   2,000 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,846,880 4,000 SH   SOLE   4,000 0 0
OCCIDENTAL PETE CORP COM 674599105   1,997,760 32,000 SH   SOLE   32,000 0 0
PDF SOLUTIONS INC COM 693282105   1,229,600 29,000 SH   SOLE   29,000 0 0
PHILLIPS 66 COM 718546104   1,115,180 11,000 SH   SOLE   11,000 0 0
PIONEER NAT RES CO COM 723787107   2,859,360 14,000 SH   SOLE   14,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   451,600 4,000 SH   SOLE   4,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   1,839,240 13,000 SH   SOLE   13,000 0 0
REPUBLIC SVCS INC COM 760759100   2,704,400 20,000 SH   SOLE   20,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,173,800 4,000 SH   SOLE   4,000 0 0
ROGERS CORP COM 775133101   817,150 5,000 SH   SOLE   5,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100   275,660 2,000 SH   SOLE   2,000 0 0
SEAGEN INC COM 81181C104   1,012,350 5,000 SH   SOLE   5,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   592,540 26,000 SH   SOLE   26,000 0 0
SNAP INC CL A 83304A106   560,500 50,000 SH   SOLE   50,000 0 0
SPLUNK INC COM 848637104   1,821,720 19,000 SH   SOLE   19,000 0 0
STATE STR CORP COM 857477103   832,590 11,000 SH   SOLE   11,000 0 0
STEEL DYNAMICS INC COM 858119100   1,130,600 10,000 SH   SOLE   10,000 0 0
SYNOPSYS INC COM 871607107   1,158,750 3,000 SH   SOLE   3,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,579,000 30,000 SH   SOLE   30,000 0 0
UNUM GROUP COM 91529Y106   830,760 21,000 SH   SOLE   21,000 0 0
VALERO ENERGY CORP COM 91913Y100   1,396,000 10,000 SH   SOLE   10,000 0 0
VIASAT INC COM 92552V100   1,353,600 40,000 SH   SOLE   40,000 0 0
VICI PPTYS INC COM 925652109   2,935,800 90,000 SH   SOLE   90,000 0 0
WEC ENERGY GROUP INC COM 92939U106   3,602,020 38,000 SH   SOLE   38,000 0 0
WESCO INTL INC COM 95082P105   1,854,480 12,000 SH   SOLE   12,000 0 0
WOLFSPEED INC COM 977852102   259,800 4,000 SH   SOLE   4,000 0 0
WORKDAY INC CL A 98138H101   2,271,940 11,000 SH   SOLE   11,000 0 0
XYLEM INC COM 98419M100   418,800 4,000 SH   SOLE   4,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,033,600 8,000 SH   SOLE   8,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   1,754,410 71,000 SH   SOLE   71,000 0 0
ZSCALER INC COM 98980G102   1,401,960 12,000 SH   SOLE   12,000 0 0