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
AMBARELLA INC SHS G037AX101   2,030,800 40,000 SH   SOLE   40,000 0 0
ELASTIC N V ORD SHS N14506104   2,105,040 21,000 SH   SOLE   21,000 0 0
AEROVIRONMENT INC COM 008073108   1,839,360 12,000 SH   SOLE   12,000 0 0
ALBEMARLE CORP COM 012653101   1,053,920 8,000 SH   SOLE   8,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,289,100 10,000 SH   SOLE   10,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   2,840,600 35,000 SH   SOLE   35,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   448,350 3,000 SH   SOLE   3,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,185,540 6,000 SH   SOLE   6,000 0 0
ARCHER AVIATION INC COM CL A 03945R102   203,280 44,000 SH   SOLE   44,000 0 0
ARISTA NETWORKS INC COM 040413106   2,899,800 10,000 SH   SOLE   10,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   518,580 9,000 SH   SOLE   9,000 0 0
BARRICK GOLD CORP COM 067901108   1,331,200 80,000 SH   SOLE   80,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   1,135,420 13,000 SH   SOLE   13,000 0 0
BIOGEN INC COM 09062X103   646,890 3,000 SH   SOLE   3,000 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,653,570 9,000 SH   SOLE   9,000 0 0
CME GROUP INC COM 12572Q105   1,291,740 6,000 SH   SOLE   6,000 0 0
CMS ENERGY CORP COM 125896100   1,810,200 30,000 SH   SOLE   30,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,801,520 9,000 SH   SOLE   9,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   1,968,300 45,000 SH   SOLE   45,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   806,400 5,000 SH   SOLE   5,000 0 0
COHERENT CORP COM 19247G107   2,364,180 39,000 SH   SOLE   39,000 0 0
CROWN CASTLE INC COM 22822V101   2,116,600 20,000 SH   SOLE   20,000 0 0
DEXCOM INC COM 252131107   3,883,600 28,000 SH   SOLE   28,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   990,850 5,000 SH   SOLE   5,000 0 0
DICKS SPORTING GOODS INC COM 253393102   2,923,180 13,000 SH   SOLE   13,000 0 0
ENCORE WIRE CORP COM 292562105   2,365,020 9,000 SH   SOLE   9,000 0 0
ENPHASE ENERGY INC COM 29355A107   1,209,800 10,000 SH   SOLE   10,000 0 0
FIRST HORIZON CORPORATION COM 320517105   1,078,000 70,000 SH   SOLE   70,000 0 0
FIRST SOLAR INC COM 336433107   1,181,600 7,000 SH   SOLE   7,000 0 0
FORD MTR CO DEL COM 345370860   664,000 50,000 SH   SOLE   50,000 0 0
HALLIBURTON CO COM 406216101   709,560 18,000 SH   SOLE   18,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   739,350 53,000 SH   SOLE   53,000 0 0
IDEXX LABS INC COM 45168D104   1,079,860 2,000 SH   SOLE   2,000 0 0
ILLUMINA INC COM 452327109   3,433,000 25,000 SH   SOLE   25,000 0 0
IMPINJ INC COM 453204109   5,393,220 42,000 SH   SOLE   42,000 0 0
IONQ INC COM 46222L108   149,850 15,000 SH   SOLE   15,000 0 0
IQVIA HLDGS INC COM 46266C105   2,023,120 8,000 SH   SOLE   8,000 0 0
IRON MTN INC DEL COM 46284V101   802,100 10,000 SH   SOLE   10,000 0 0
KRAFT HEINZ CO COM 500754106   1,328,400 36,000 SH   SOLE   36,000 0 0
LPL FINL HLDGS INC COM 50212V100   1,585,200 6,000 SH   SOLE   6,000 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   4,032,000 600,000 SH   SOLE   600,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,841,820 3,000 SH   SOLE   3,000 0 0
MCKESSON CORP COM 58155Q103   1,610,550 3,000 SH   SOLE   3,000 0 0
METLIFE INC COM 59156R108   2,964,400 40,000 SH   SOLE   40,000 0 0
MICRON TECHNOLOGY INC COM 595112103   4,715,600 40,000 SH   SOLE   40,000 0 0
MODERNA INC COM 60770K107   319,680 3,000 SH   SOLE   3,000 0 0
OCCIDENTAL PETE CORP COM 674599105   1,559,760 24,000 SH   SOLE   24,000 0 0
PDF SOLUTIONS INC COM 693282105   976,430 29,000 SH   SOLE   29,000 0 0
PHILLIPS 66 COM 718546104   1,633,400 10,000 SH   SOLE   10,000 0 0
PIONEER NAT RES CO COM 723787107   2,625,000 10,000 SH   SOLE   10,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   1,936,620 29,000 SH   SOLE   29,000 0 0
QUANTA SVCS INC COM 74762E102   1,558,800 6,000 SH   SOLE   6,000 0 0
REPUBLIC SVCS INC COM 760759100   2,297,280 12,000 SH   SOLE   12,000 0 0
ROBLOX CORP CL A 771049103   1,374,480 36,000 SH   SOLE   36,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,456,650 5,000 SH   SOLE   5,000 0 0
STATE STR CORP COM 857477103   386,600 5,000 SH   SOLE   5,000 0 0
STEEL DYNAMICS INC COM 858119100   889,380 6,000 SH   SOLE   6,000 0 0
SYNOPSYS INC COM 871607107   1,714,500 3,000 SH   SOLE   3,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,375,840 16,000 SH   SOLE   16,000 0 0
VALERO ENERGY CORP COM 91913Y100   2,389,660 14,000 SH   SOLE   14,000 0 0
VERISK ANALYTICS INC COM 92345Y106   1,178,650 5,000 SH   SOLE   5,000 0 0
VICI PPTYS INC COM 925652109   1,012,860 34,000 SH   SOLE   34,000 0 0
WEC ENERGY GROUP INC COM 92939U106   2,299,360 28,000 SH   SOLE   28,000 0 0
WORKDAY INC CL A 98138H101   2,182,000 8,000 SH   SOLE   8,000 0 0
XYLEM INC COM 98419M100   775,440 6,000 SH   SOLE   6,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   3,895,290 243,000 SH   SOLE   243,000 0 0
ZSCALER INC COM 98980G102   1,348,410 7,000 SH   SOLE   7,000 0 0