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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   14,112 42,661 SH   SOLE   42,661 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   6,617 24,000 SH   SOLE   24,000 0 0
ALPHA TEKNOVA INC COM 02080L102   5,685 80,000 SH   SOLE   80,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,247 58,298 SH   SOLE   58,298 0 0
ARCH RESOURCES INC CL A 03940R107   779 9,146 SH   SOLE   9,146 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   45,594 650,000 SH   SOLE   650,000 0 0
AZEK CO INC CL A 05478C105   5,604 170,000 SH   SOLE   170,000 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   7,380 201,000 SH   SOLE   201,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   10,197 92,000 SH   SOLE   92,000 0 0
BOX INC CL A 10316T104   6,251 200,000 SH   SOLE   200,000 0 0
BROADCOM INC COM 11135F101   10,442 100,300 SH   SOLE   100,300 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   3,390 69,323 SH   SOLE   69,323 0 0
CASTLE BIOSCIENCES INC COM 14843C105   974 13,300 SH   SOLE   13,300 0 0
CBRE GROUP INC CL A 12504L109   4,031 75,000 SH   SOLE   75,000 0 0
CERTARA INC COM 15687V109   7,914 37,000 SH   SOLE   37,000 0 0
CF INDS HLDGS INC COM 125269100   12,046 141,606 SH   SOLE   141,606 0 0
CHARLES RIV LABS INTL INC COM 159864107   730 69,789 SH   SOLE   69,789 0 0
CIGNA CORP NEW COM 125523100   13,328 81,982 SH   SOLE   81,982 0 0
CISCO SYS INC COM 17275R102   780 138,613 SH   SOLE   138,613 0 0
CLEARWAY ENERGY INC CL C 18539C204   581 3,240 SH   SOLE   3,240 0 0
CLEARWAY ENERGY INC CL A 18539C105   1,629 51,600 SH   SOLE   51,600 0 0
CONSTELLATION ENERGY CORP COM 21037T109   50,703 250,682 SH   SOLE   250,682 0 0
CORTEVA INC COM 22052L104   3,766 33,000 SH   SOLE   33,000 0 0
DARLING INGREDIENTS INC COM 237266101   9,676 370,000 SH   SOLE   370,000 0 0
DEERE & CO COM 244199105   4,153 130,000 SH   SOLE   130,000 0 0
DESCARTES SYS GROUP INC COM 249906108   9,036 662,703 SH   SOLE   662,703 0 0
DEVON ENERGY CORP NEW COM 25179M103   8,244 31,050 SH   SOLE   31,050 0 0
DOXIMITY INC CL A 26622P107   52,577 988,944 SH   SOLE   988,944 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   1,932 35,000 SH   SOLE   35,000 0 0
E L F BEAUTY INC COM 26856L103   977 35,100 SH   SOLE   35,100 0 0
ENBRIDGE INC COM 29250N105   32,276 210,000 SH   SOLE   210,000 0 0
ENETI INC COM Y2294C107   532 12,950 SH   SOLE   12,950 0 0
ENPHASE ENERGY INC COM 29355A107   4,483 55,618 SH   SOLE   55,618 0 0
ENTERGY CORP NEW COM 29364G103   48,476 333,200 SH   SOLE   333,200 0 0
EVERSOURCE ENERGY COM 30040W108   56,800 526,000 SH   SOLE   526,000 0 0
EXXON MOBIL CORP COM 30231G102   36,722 370,163 SH   SOLE   370,163 0 0
FIDELITY NATL INFORMATIVE SV COM 31620M106   15,413 62,784 SH   SOLE   62,784 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   1,760 200,000 SH   SOLE   200,000 0 0
FLYWIRE CORPORATION COM VTG 302492103   839 5,500 SH   SOLE   5,500 0 0
FORESTAR GROUP INC COM 346232101   7,191 61,000 SH   SOLE   61,000 0 0
FORWARD AIR CORP COM 349853101   41,487 254,000 SH   SOLE   254,000 0 0
FRESHPET INC COM 358039105   4,532 13,427 SH   SOLE   13,427 0 0
FULLER H B CO COM 359694106   43,107 206,000 SH   SOLE   206,000 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100   46,869 885,000 SH   SOLE   885,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118   69,725 842,770 SH   SOLE   842,770 0 0
GILEAD SCIENCES INC COM 375558103   9,704 193,323 SH   SOLE   193,323 0 0
GITLAB INC CLASS A COM 37637K108   6,379 44,200 SH   SOLE   44,200 0 0
GLOBAL PMTS INC COM 37940X102   2,018 130,342 SH   SOLE   130,342 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   8,638 101,100 SH   SOLE   101,100 0 0
HAYWARD HLDGS INC COM 421298100   1,187 38,572 SH   SOLE   38,572 0 0
HCA HEALTHCARE INC COM 40412C101   5,639 15,830 SH   SOLE   15,830 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,421 265,934 SH   SOLE   265,934 0 0
HIRERIGHT HOLDINGS CORPORATI COM 433537107   884 3,360 SH   SOLE   3,360 0 0
HUB GROUP INC CL A 443320106   4,988 115,000 SH   SOLE   115,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   22,512 391,000 SH   SOLE   391,000 0 0
ICON PLC SHS G4705A100   2,200 99,308 SH   SOLE   99,308 0 0
IDACORP INC COM 451107106   1,830 46,971 SH   SOLE   46,971 0 0
INSTALLED BLDG PRODS INC COM 45780R101   8,020 128,887 SH   SOLE   128,887 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   7,552 123,700 SH   SOLE   123,700 0 0
INTUIT COM 461202103   904 13,700 SH   SOLE   13,700 0 0
IONQ INC COM 46222L108   41,874 540,000 SH   SOLE   540,000 0 0
IQVIA HLDGS INC COM 46266C105   49,419 195,800 SH   SOLE   195,800 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   1,291 54,500 SH   SOLE   54,500 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,533 51,142 SH   SOLE   51,142 0 0
JPMORGAN CHASE & CO COM 46625H100   20,067 198,316 SH   SOLE   198,316 0 0
KADANT INC COM 48282T104   1,203 183,745 SH   SOLE   183,745 0 0
KINSALE CAP GROUP INC COM 49714P108   5,900 45,700 SH   SOLE   45,700 0 0
KIRBY CORP COM 497266106   9,554 27,436 SH   SOLE   27,436 0 0
KLA CORP COM NEW 482480100   1,402 67,207 SH   SOLE   67,207 0 0
KURA SUSHI USA INC CL A COM 501270102   2,865 333,870 SH   SOLE   333,870 0 0
LATHAM GROUP INC COM 51819L107   8,624 177,000 SH   SOLE   177,000 0 0
LAUDER ESTEE COS INC CL A 518439104   2,921 41,410 SH   SOLE   41,410 0 0
LEGALZOOM INC COM 52466B103   42 229 SH   SOLE   229 0 0
LGI HOMES INC COM 50187T106   3,415 18,823 SH   SOLE   18,823 0 0
LINDE PLC SHS G5494J103   1,060 33,761 SH   SOLE   33,761 0 0
LIVE NATION ENTERTAIN IN COM 538034109   6,823 179,811 SH   SOLE   179,811 0 0
LOVESACPANY COM 54738L109   7,703 108,500 SH   SOLE   108,500 0 0
LOWES COS INC COM 548661107   1,548 14,200 SH   SOLE   14,200 0 0
M & T BK CORP COM 55261F104   51,740 294,000 SH   SOLE   294,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   1,132 8,569 SH   SOLE   8,569 0 0
MARRIOTT INTL INC NEW CL A 571903202   4,677 30,000 SH   SOLE   30,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,242 200,724 SH   SOLE   200,724 0 0
MAXCYTE INC COM 57777K106   2,730 38,700 SH   SOLE   38,700 0 0
MEDPACE HLDGS INC COM 58506Q109   1,982 65,000 SH   SOLE   65,000 0 0
MERCK & CO INC COM 58933Y105   55,048 229,000 SH   SOLE   229,000 0 0
METLIFE INC COM 59156R108   45,586 995,000 SH   SOLE   995,000 0 0
MGP INGREDIENTS INC NEW COM 55303J106   351 35,000 SH   SOLE   35,000 0 0
MICROSOFT CORP COM 594918104   1,538 46,248 SH   SOLE   46,248 0 0
NEURONETICS INC COM 64131A105   245 2,350 SH   SOLE   2,350 0 0
NEXTERA ENERGY INC COM 65339F101   1,349 26,100 SH   SOLE   26,100 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   49,180 220,000 SH   SOLE   220,000 0 0
NISOURCE INC COM 65473P105   5,045 60,000 SH   SOLE   60,000 0 0
NORFOLK SOUTHN CORP COM 655844108   2,441 26,328 SH   SOLE   26,328 0 0
NORWEGIAN CRUISE LINE HLDG LINE HLDG L SHS G66721104   7,354 49,300 SH   SOLE   49,300 0 0
NOVA LTD COM M7516K103   8,551 932,503 SH   SOLE   932,503 0 0
NUCOR CORP COM 670346105   1,513 29,018 SH   SOLE   29,018 0 0
NVIDIA CORPORATION COM 67066G104   4,074 178,599 SH   SOLE   178,599 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   54,350 644,001 SH   SOLE   644,001 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   14,374 37,848 SH   SOLE   37,848 0 0
PACIRA BIOSCIENCES INC COM 695127100   7,325 68,000 SH   SOLE   68,000 0 0
PALOMAR HLDGS INC COM 69753M105   9,473 39,308 SH   SOLE   39,308 0 0
PAYPAL HLDGS INC COM 70450Y103   41,421 135,000 SH   SOLE   135,000 0 0
PERRIGO CO PLC SHS G97822103   53,073 509,856 SH   SOLE   509,856 0 0
PHILIP MORRIS INTL INC COM 718172109   6,064 57,271 SH   SOLE   57,271 0 0
PHILLIPS 66 COM 718546104   8,672 79,400 SH   SOLE   79,400 0 0
PHREESIA INC COM 71944F106   7,827 132,000 SH   SOLE   132,000 0 0
POOL CORP COM 73278L105   40,974 688,356 SH   SOLE   688,356 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404   3,097 337,724 SH   SOLE   337,724 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   1,121 15,432 SH   SOLE   15,432 0 0
PROSPERITY BANCSHARES INC COM 743606105   54,219 777,049 SH   SOLE   777,049 0 0
PUBMATIC INC COM CL A 74467Q103   8,359 145,000 SH   SOLE   145,000 0 0
PULTE GROUP INC COM 745867101   4,427 32,554 SH   SOLE   32,554 0 0
QIAGEN NV SHS NEW N72482123   4,315 20,000 SH   SOLE   20,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   13,759 32,093 SH   SOLE   32,093 0 0
RAYMOND JAMES FINL INC COM 754730109   48,786 409,809 SH   SOLE   409,809 0 0
ROYAL GOLD INC COM 780287108   44,080 298,000 SH   SOLE   298,000 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   3,103 12,500 SH   SOLE   12,500 0 0
SCHLUMBERGER LTD COM 806857108   1,031 18,379 SH   SOLE   18,379 0 0
SCHWAB CHARLES CORP COM 808513105   9,850 167,000 SH   SOLE   167,000 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   5,937 42,358 SH   SOLE   42,358 0 0
SEALED AIR CORP NEW COM 81211K100   6,467 59,800 SH   SOLE   59,800 0 0
SEMPRA COM 816851109   1,165 148,443 SH   SOLE   148,443 0 0
SERVICE CORP INTL COM 817565104   2,244 75,000 SH   SOLE   75,000 0 0
SILICON LABORATORIES INC COM 826919102   3,275 43,400 SH   SOLE   43,400 0 0
SIMILARWEB LTD SHS M84137104   8,473 91,000 SH   SOLE   91,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102   3,452 77,697 SH   SOLE   77,697 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   45,504 218,734 SH   SOLE   218,734 0 0
SPROUT SOCIAL INC COM 85209W109   1,294 16,100 SH   SOLE   16,100 0 0
SPS COMM INC COM 78463M107   1,019 7,381 SH   SOLE   7,381 0 0
STEEL DYNAMICS INC COM 858119100   743 16,162 SH   SOLE   16,162 0 0
STERLING CHECK CORP COM 85917T109   8,696 127,000 SH   SOLE   127,000 0 0
STRYKER CORPORATION COM 863667101   892 38,502 SH   SOLE   38,502 0 0
TC ENERGY CORP COM 87807B107   273 104,392 SH   SOLE   104,392 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,747 61,500 SH   SOLE   61,500 0 0
TRANSUNION COM 89400J107   52,628 423,374 SH   SOLE   423,374 0 0
UNION PAC CORP COM 907818108   2,970 11,243 SH   SOLE   11,243 0 0
UNITED RENTALS INC COM 911363109   5,048 147,785 SH   SOLE   147,785 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,711 28,665 SH   SOLE   28,665 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   51,130 382,952 SH   SOLE   382,952 0 0
UPWORK INC COM 91688F104   831 13,000 SH   SOLE   13,000 0 0
VERACYTE INC COM 92337F107   434 1,530 SH   SOLE   1,530 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   1,370 255,395 SH   SOLE   255,395 0 0
VISA INC COM CL A 92826C839   47,408 650,000 SH   SOLE   650,000 0 0
VULCAN MATLS CO COM 929160109   43,978 83,000 SH   SOLE   83,000 0 0
WASTE CONNECTIONS INC COM 94106B101   3,816 40,000 SH   SOLE   40,000 0 0
WATSCO INC COM 942622200   38,012 270,000 SH   SOLE   270,000 0 0
WEC ENERGY GROUP INC COM 92939U106   10,746 166,674 SH   SOLE   166,674 0 0
WESCO INTL INC COM 95082P105   1,064 44,176 SH   SOLE   44,176 0 0
WESTERN ALLIANCE BANCORP COM 957638109   8,354 84,900 SH   SOLE   84,900 0 0
WEX INC COM 96208T104   3,458 6,208 SH   SOLE   6,208 0 0
WILLIAMS COS INC COM 969457100   1,079 16,800 SH   SOLE   16,800 0 0
WINTRUST FINL CORP COM 97650W108   67,224 949,160 SH   SOLE   949,160 0 0
WNS HLDGS LTD SPON ADR 92932M101   2,035 163,242 SH   SOLE   163,242 0 0
WORLD FUEL SVCS CORP COM 981475106   2,611 29,000 SH   SOLE   29,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   6,799 45,702 SH   SOLE   45,702 0 0
XCEL ENERGY INC COM 98389B100   1,102 17,521 SH   SOLE   17,521 0 0
XOMETRY INC CLASS A COM 98423F109   2,096 77,842 SH   SOLE   77,842 0 0
ZOETIS INC CL A 98978V103   7,633 13,686 SH   SOLE   13,686 0 0
AVERY DENNISON CORP COM 053611109   1,199 66,181 SH   SOLE   66,181 0 0
FIRST SOLAR INC COM 336433107   13,044 274,631 SH   SOLE   274,631 0 0
PALO ALTO NETWORKS INC COM 697435105   1,995 23,000 SH   SOLE   23,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   33,148 471,483 SH   SOLE   471,483 0 0
JABIL INC COM 466313103   662 19,539 SH   SOLE   19,539 0 0
TIMKEN CO COM 887389104   9,447 346,755 SH   SOLE   346,755 0 0
COMMERCIAL METALS CO COM 201723103   1,358 24,400 SH   SOLE   24,400 0 0
MUELLER INDS INC COM 624756102   10,910 205,000 SH   SOLE   205,000 0 0
COMFORT SYS USA INC COM 199908104   37,353 550,002 SH   SOLE   550,002 0 0
CROCS INC COM 227046109   2,513 35,395 SH   SOLE   35,395 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   1,816 76,542 SH   SOLE   76,542 0 0
BLOCK H & R INC COM 093671105   3,035 200,609 SH   SOLE   200,609 0 0
CVR ENERGY INC COM 12662P108   58,431 807,225 SH   SOLE   807,225 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   13 15,000 SH   SOLE   15,000 0 0
FABRINET SHS G3323L100   330 75,000 SH   SOLE   75,000 0 0
SMITH A O CORP COM 831865209   71,955 3,220,179 SH   SOLE   3,220,179 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   2,480 262,536 SH   SOLE   262,536 0 0
EMCOR GROUP INC COM 29084Q100   554 8,100 SH   SOLE   8,100 0 0
SAIA INC COM 78709Y105   872 74,303 SH   SOLE   74,303 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   50,699 286,873 SH   SOLE   286,873 0 0
COCA COLA CO COM 191216100   10,972 55,239 SH   SOLE   55,239 0 0
PROCTER AND GAMBLE CO COM 742718109   7,230 82,968 SH   SOLE   82,968 0 0
PEPSICO INC COM 713448108   6,571 16,817 SH   SOLE   16,817 0 0
AMEREN CORP COM 023608102   5,938 44,578 SH   SOLE   44,578 0 0
CROWN CASTLE INC COM 22822V101   1,274 27,006 SH   SOLE   27,006 0 0
CENTERPOINT ENERGY INC COM 15189T107   672 206,559 SH   SOLE   206,559 0 0
ALLIANT ENERGY CORP COM 018802108   5,406 21,630 SH   SOLE   21,630 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   15,317 46,470 SH   SOLE   46,470 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   3,283 15,217 SH   SOLE   15,217 0 0
BEACON ROOFING SUPPLY INC COM 073685109   574 7,010 SH   SOLE   7,010 0 0
MARKETAXESS HLDGS INC COM 57060D108   10,313 77,213 SH   SOLE   77,213 0 0
BERKLEY W R CORP COM 084423102   7,537 51,625 SH   SOLE   51,625 0 0
AMGEN INC COM 031162100   545 42,313 SH   SOLE   42,313 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   722 8,700 SH   SOLE   8,700 0 0
NEWMONT CORP COM 651639106   782 15,600 SH   SOLE   15,600 0 0
STERIS PLC SHS USD G8473T100   1,464 265,855 SH   SOLE   265,855 0 0
HERC HLDGS INC COM 42704L104   4,684 171,234 SH   SOLE   171,234 0 0
PETIQ INC COM CL A 71639T106   3,414 111,822 SH   SOLE   111,822 0 0
NOVANTA INC COM 67000B104   4,470 30,176 SH   SOLE   30,176 0 0
TECNOGLASS INC ORD SHS G87264100   2,353 17,000 SH   SOLE   17,000 0 0
TREEHOUSE FOODS INC COM 89469A104   2,521 45,000 SH   SOLE   45,000 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   2,881 60,842 SH   SOLE   60,842 0 0
SUNOPTA INC COM 8676EP108   46,566 250,000 SH   SOLE   250,000 0 0