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   13,328 81,982 SH   SOLE   81,982 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   1,533 51,142 SH   SOLE   51,142 0 0
ALPHA TEKNOVA INC COM 02080L102   1,421 265,934 SH   SOLE   265,934 0 0
AMERICAN TOWER CORP NEW COM 03027X100   4,315 20,000 SH   SOLE   20,000 0 0
ARCH RESOURCES INC CL A 03940R107   8,747 61,500 SH   SOLE   61,500 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   9,676 370,000 SH   SOLE   370,000 0 0
AZEK CO INC CL A 05478C105   1,402 67,207 SH   SOLE   67,207 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   1,199 66,181 SH   SOLE   66,181 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   904 13,700 SH   SOLE   13,700 0 0
BOX INC CL A 10316T104   1,060 33,761 SH   SOLE   33,761 0 0
BROADCOM INC COM 11135F101   7,633 13,686 SH   SOLE   13,686 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   2,200 99,308 SH   SOLE   99,308 0 0
CASTLE BIOSCIENCES INC COM 14843C105   892 38,502 SH   SOLE   38,502 0 0
CBRE GROUP INC CL A 12504L109   41,874 540,000 SH   SOLE   540,000 0 0
CERTARA INC COM 15687V109   3,242 200,724 SH   SOLE   200,724 0 0
CF INDS HLDGS INC COM 125269100   8,638 101,100 SH   SOLE   101,100 0 0
CHARLES RIV LABS INTL INC COM 159864107   49,180 220,000 SH   SOLE   220,000 0 0
CIGNA CORP NEW COM 125523100   14,112 42,661 SH   SOLE   42,661 0 0
CISCO SYS INC COM 17275R102   13,044 274,631 SH   SOLE   274,631 0 0
CLEARWAY ENERGY INC CL C 18539C204   4,153 130,000 SH   SOLE   130,000 0 0
CLEARWAY ENERGY INC CL A 18539C105   2,246 75,000 SH   SOLE   75,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,995 23,000 SH   SOLE   23,000 0 0
CORTEVA INC COM 22052L104   9,850 167,000 SH   SOLE   167,000 0 0
DARLING INGREDIENTS INC COM 237266101   8,020 128,887 SH   SOLE   128,887 0 0
DEERE & CO COM 244199105   13,759 32,093 SH   SOLE   32,093 0 0
DESCARTES SYS GROUP INC COM 249906108   33,148 471,483 SH   SOLE   471,483 0 0
DEVON ENERGY CORP NEW COM 25179M103   7,552 123,700 SH   SOLE   123,700 0 0
DOXIMITY INC CL A 26622P107   662 19,539 SH   SOLE   19,539 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   9,447 346,755 SH   SOLE   346,755 0 0
E L F BEAUTY INC COM 26856L103   1,358 24,400 SH   SOLE   24,400 0 0
ENBRIDGE INC COM 29250N105   8,067 205,000 SH   SOLE   205,000 0 0
ENETI INC COM Y2294C107   351 35,000 SH   SOLE   35,000 0 0
ENPHASE ENERGY INC COM 29355A107   8,244 31,050 SH   SOLE   31,050 0 0
ENTERGY CORP NEW COM 29364G103   3,766 33,000 SH   SOLE   33,000 0 0
EVERSOURCE ENERGY COM 30040W108   12,046 141,606 SH   SOLE   141,606 0 0
EXXON MOBIL CORP COM 30231G102   8,672 79,400 SH   SOLE   79,400 0 0
FIDELITY NATL INFORMATIVE SV COM 31620M106   37,353 550,002 SH   SOLE   550,002 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   2,513 35,395 SH   SOLE   35,395 0 0
FLYWIRE CORPORATION COM VTG 302492103   1,816 76,542 SH   SOLE   76,542 0 0
FORESTAR GROUP INC COM 346232101   3,035 200,609 SH   SOLE   200,609 0 0
FORWARD AIR CORP COM 349853101   6,064 57,271 SH   SOLE   57,271 0 0
FRESHPET INC COM 358039105   1,513 29,018 SH   SOLE   29,018 0 0
FULLER H B CO COM 359694106   58,431 807,225 SH   SOLE   807,225 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100   13 15,000 SH   SOLE   15,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118   330 75,000 SH   SOLE   75,000 0 0
GILEAD SCIENCES INC COM 375558103   779 9,146 SH   SOLE   9,146 0 0
GITLAB INC CLASS A COM 37637K108   743 16,162 SH   SOLE   16,162 0 0
GLOBAL PMTS INC COM 37940X102   36,722 370,163 SH   SOLE   370,163 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   71,955 3,220,179 SH   SOLE   3,220,179 0 0
HAYWARD HLDGS INC COM 421298100   2,480 262,536 SH   SOLE   262,536 0 0
HCA HEALTHCARE INC COM 40412C101   55,048 229,000 SH   SOLE   229,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   554 8,100 SH   SOLE   8,100 0 0
HIRERIGHT HOLDINGS CORPORATI COM 433537107   872 74,303 SH   SOLE   74,303 0 0
HUB GROUP INC CL A 443320106   4,483 55,618 SH   SOLE   55,618 0 0
HUNT J B TRANS SVCS INC COM 445658107   50,699 286,873 SH   SOLE   286,873 0 0
ICON PLC SHS G4705A100   10,972 55,239 SH   SOLE   55,239 0 0
IDACORP INC COM 451107106   1,548 14,200 SH   SOLE   14,200 0 0
INSTALLED BLDG PRODS INC COM 45780R101   7,230 82,968 SH   SOLE   82,968 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   53,073 509,856 SH   SOLE   509,856 0 0
INTUIT COM 461202103   6,571 16,817 SH   SOLE   16,817 0 0
IONQ INC COM 46222L108   369 104,392 SH   SOLE   104,392 0 0
IQVIA HLDGS INC COM 46266C105   43,651 210,000 SH   SOLE   210,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   1,349 26,100 SH   SOLE   26,100 0 0
JOHNSON CTLS INTL PLC SHS G51502105   10,746 166,674 SH   SOLE   166,674 0 0
JPMORGAN CHASE & CO COM 46625H100   5,938 44,578 SH   SOLE   44,578 0 0
KADANT INC COM 48282T104   581 3,240 SH   SOLE   3,240 0 0
KINSALE CAP GROUP INC COM 49714P108   2,970 11,243 SH   SOLE   11,243 0 0
KIRBY CORP COM 497266106   1,079 16,800 SH   SOLE   16,800 0 0
KLA CORP COM NEW 482480100   14,374 37,848 SH   SOLE   37,848 0 0
KURA SUSHI USA INC CL A COM 501270102   1,274 27,006 SH   SOLE   27,006 0 0
LATHAM GROUP INC COM 51819L107   672 206,559 SH   SOLE   206,559 0 0
LAUDER ESTEE COS INC CL A 518439104   5,406 21,630 SH   SOLE   21,630 0 0
LEGALZOOM INC COM 52466B103   1,165 148,443 SH   SOLE   148,443 0 0
LGI HOMES INC COM 50187T106   2,441 26,328 SH   SOLE   26,328 0 0
LINDE PLC SHS G5494J103   15,317 46,470 SH   SOLE   46,470 0 0
LIVE NATION ENTERTAIN IN COM 538034109   45,594 650,000 SH   SOLE   650,000 0 0
LOVESACPANY COM 54738L109   1,247 58,298 SH   SOLE   58,298 0 0
LOWES COS INC COM 548661107   50,703 250,682 SH   SOLE   250,682 0 0
M & T BK CORP COM 55261F104   48,476 333,200 SH   SOLE   333,200 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   1,102 17,521 SH   SOLE   17,521 0 0
MARRIOTT INTL INC NEW CL A 571903202   44,080 298,000 SH   SOLE   298,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   9,554 27,436 SH   SOLE   27,436 0 0
MAXCYTE INC COM 57777K106   1,370 255,395 SH   SOLE   255,395 0 0
MEDPACE HLDGS INC COM 58506Q109   3,283 15,217 SH   SOLE   15,217 0 0
MERCK & CO INC COM 58933Y105   10,197 92,000 SH   SOLE   92,000 0 0
METLIFE INC COM 59156R108   1,121 15,432 SH   SOLE   15,432 0 0
MGP INGREDIENTS INC NEW COM 55303J106   6,467 59,800 SH   SOLE   59,800 0 0
MICROSOFT CORP COM 594918104   9,473 39,308 SH   SOLE   39,308 0 0
NEURONETICS INC COM 64131A105   1,203 183,745 SH   SOLE   183,745 0 0
NEXTERA ENERGY INC COM 65339F101   5,045 60,000 SH   SOLE   60,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   67,224 949,160 SH   SOLE   949,160 0 0
NISOURCE INC COM 65473P105   977 35,100 SH   SOLE   35,100 0 0
NORFOLK SOUTHN CORP COM 655844108   3,103 12,500 SH   SOLE   12,500 0 0
NORWEGIAN CRUISE LINE HLDG LINE HLDG L SHS G66721104   2,035 163,242 SH   SOLE   163,242 0 0
NOVA LTD COM M7516K103   574 7,010 SH   SOLE   7,010 0 0
NUCOR CORP COM 670346105   10,313 77,213 SH   SOLE   77,213 0 0
NVIDIA CORPORATION COM 67066G104   7,537 51,625 SH   SOLE   51,625 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   8,551 932,503 SH   SOLE   932,503 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   1,291 54,500 SH   SOLE   54,500 0 0
PACIRA BIOSCIENCES INC COM 695127100   1,830 46,971 SH   SOLE   46,971 0 0
PALOMAR HLDGS INC COM 69753M105   3,452 77,697 SH   SOLE   77,697 0 0
PAYPAL HLDGS INC COM 70450Y103   2,921 41,410 SH   SOLE   41,410 0 0
PERRIGO CO PLC SHS G97822103   5,048 147,785 SH   SOLE   147,785 0 0
PHILIP MORRIS INTL INC COM 718172109   20,067 198,316 SH   SOLE   198,316 0 0
PHILLIPS 66 COM 718546104   10,442 100,300 SH   SOLE   100,300 0 0
PHREESIA INC COM 71944F106   1,538 46,248 SH   SOLE   46,248 0 0
POOL CORP COM 73278L105   41,421 135,000 SH   SOLE   135,000 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404   3,275 43,400 SH   SOLE   43,400 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   4,074 178,599 SH   SOLE   178,599 0 0
PROSPERITY BANCSHARES INC COM 743606105   47,408 650,000 SH   SOLE   650,000 0 0
PUBMATIC INC COM CL A 74467Q103   545 42,313 SH   SOLE   42,313 0 0
PULTE GROUP INC COM 745867101   45,586 995,000 SH   SOLE   995,000 0 0
QIAGEN NV SHS NEW N72482123   9,704 193,323 SH   SOLE   193,323 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   780 138,613 SH   SOLE   138,613 0 0
RAYMOND JAMES FINL INC COM 754730109   56,800 526,000 SH   SOLE   526,000 0 0
ROYAL GOLD INC COM 780287108   977 8,700 SH   SOLE   8,700 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   532 12,950 SH   SOLE   12,950 0 0
SCHLUMBERGER LTD COM 806857108   46,830 885,000 SH   SOLE   885,000 0 0
SCHWAB CHARLES CORP COM 808513105   69,668 842,770 SH   SOLE   842,770 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   1,627 51,600 SH   SOLE   51,600 0 0
SEALED AIR CORP NEW COM 81211K100   782 15,600 SH   SOLE   15,600 0 0
SEMPRA COM 816851109   4,677 30,000 SH   SOLE   30,000 0 0
SERVICE CORP INTL COM 817565104   54,219 777,049 SH   SOLE   777,049 0 0
SILICON LABORATORIES INC COM 826919102   4,427 32,554 SH   SOLE   32,554 0 0
SIMILARWEB LTD SHS M84137104   1,464 265,855 SH   SOLE   265,855 0 0
SIMPLY GOOD FOODS CO COM 82900L102   6,823 179,811 SH   SOLE   179,811 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   48,786 409,809 SH   SOLE   409,809 0 0
SPROUT SOCIAL INC COM 85209W109   1,031 18,379 SH   SOLE   18,379 0 0
SPS COMM INC COM 78463M107   3,711 28,665 SH   SOLE   28,665 0 0
STEEL DYNAMICS INC COM 858119100   8,354 84,900 SH   SOLE   84,900 0 0
STERLING CHECK CORP COM 85917T109   2,018 130,342 SH   SOLE   130,342 0 0
STRYKER CORPORATION COM 863667101   15,413 62,784 SH   SOLE   62,784 0 0
TC ENERGY CORP COM 87807B107   2,980 75,000 SH   SOLE   75,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,458 6,208 SH   SOLE   6,208 0 0
TRANSUNION COM 89400J107   22,512 391,000 SH   SOLE   391,000 0 0
UNION PAC CORP COM 907818108   43,107 206,000 SH   SOLE   206,000 0 0
UNITED RENTALS INC COM 911363109   5,639 15,830 SH   SOLE   15,830 0 0
UNITEDHEALTH GROUP INC COM 91324P102   43,978 83,000 SH   SOLE   83,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   38,012 270,000 SH   SOLE   270,000 0 0
UPWORK INC COM 91688F104   730 69,789 SH   SOLE   69,789 0 0
VERACYTE INC COM 92337F107   1,064 44,176 SH   SOLE   44,176 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   9,036 662,703 SH   SOLE   662,703 0 0
VISA INC COM CL A 92826C839   45,504 218,734 SH   SOLE   218,734 0 0
VULCAN MATLS CO COM 929160109   51,740 294,000 SH   SOLE   294,000 0 0
WASTE CONNECTIONS INC COM 94106B101   51,130 382,952 SH   SOLE   382,952 0 0
WATSCO INC COM 942622200   49,419 195,800 SH   SOLE   195,800 0 0
WEC ENERGY GROUP INC COM 92939U106   3,816 40,000 SH   SOLE   40,000 0 0
WESCO INTL INC COM 95082P105   52,628 423,374 SH   SOLE   423,374 0 0
WESTERN ALLIANCE BANCORP COM 957638109   40,974 688,356 SH   SOLE   688,356 0 0
WEX INC COM 96208T104   41,487 254,000 SH   SOLE   254,000 0 0
WILLIAMS COS INC COM 969457100   5,604 170,000 SH   SOLE   170,000 0 0
WINTRUST FINL CORP COM 97650W108   54,350 644,001 SH   SOLE   644,001 0 0
WNS HLDGS LTD SPON ADR 92932M101   1,294 16,100 SH   SOLE   16,100 0 0
WORLD FUEL SVCS CORP COM 981475106   4,684 171,234 SH   SOLE   171,234 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   2,730 38,700 SH   SOLE   38,700 0 0
XCEL ENERGY INC COM 98389B100   5,685 80,000 SH   SOLE   80,000 0 0
XOMETRY INC CLASS A COM 98423F109   3,414 111,822 SH   SOLE   111,822 0 0
ZOETIS INC CL A 98978V103   4,470 30,176 SH   SOLE   30,176 0 0
AVERY DENNISON CORP COM 053611109   3,415 18,823 SH   SOLE   18,823 0 0
FIRST SOLAR INC COM 336433107   6,799 45,702 SH   SOLE   45,702 0 0
PALO ALTO NETWORKS INC COM 697435105   5,937 42,358 SH   SOLE   42,358 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   4,532 13,427 SH   SOLE   13,427 0 0
JABIL INC COM 466313103   8,696 127,000 SH   SOLE   127,000 0 0
TIMKEN CO COM 887389104   7,703 108,500 SH   SOLE   108,500 0 0
COMMERCIAL METALS CO COM 201723103   8,624 177,000 SH   SOLE   177,000 0 0
MUELLER INDS INC COM 624756102   7,827 132,000 SH   SOLE   132,000 0 0
COMFORT SYS USA INC COM 199908104   7,191 61,000 SH   SOLE   61,000 0 0
CROCS INC COM 227046109   7,325 68,000 SH   SOLE   68,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   8,473 91,000 SH   SOLE   91,000 0 0
BLOCK H & R INC COM 093671105   7,380 201,000 SH   SOLE   201,000 0 0
CVR ENERGY INC COM 12662P108   6,251 200,000 SH   SOLE   200,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   6,617 24,000 SH   SOLE   24,000 0 0
FABRINET SHS G3323L100   5,900 45,700 SH   SOLE   45,700 0 0
SMITH A O CORP COM 831865209   8,359 145,000 SH   SOLE   145,000 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   6,379 44,200 SH   SOLE   44,200 0 0
EMCOR GROUP INC COM 29084Q100   7,354 49,300 SH   SOLE   49,300 0 0
SAIA INC COM 78709Y105   7,914 37,000 SH   SOLE   37,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   4,988 115,000 SH   SOLE   115,000 0 0
COCA COLA CO COM 191216100   831 13,000 SH   SOLE   13,000 0 0
PROCTER AND GAMBLE CO COM 742718109   839 5,500 SH   SOLE   5,500 0 0
PEPSICO INC COM 713448108   42 229 SH   SOLE   229 0 0
AMEREN CORP COM 023608102   2,611 29,000 SH   SOLE   29,000 0 0
CROWN CASTLE INC COM 22822V101   2,353 17,000 SH   SOLE   17,000 0 0
CENTERPOINT ENERGY INC COM 15189T107   1,982 65,000 SH   SOLE   65,000 0 0
ALLIANT ENERGY CORP COM 018802108   2,521 45,000 SH   SOLE   45,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,932 35,000 SH   SOLE   35,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   245 2,350 SH   SOLE   2,350 0 0
BEACON ROOFING SUPPLY INC COM 073685109   52,577 988,944 SH   SOLE   988,944 0 0
MARKETAXESS HLDGS INC COM 57060D108   434 1,530 SH   SOLE   1,530 0 0
BERKLEY W R CORP COM 084423102   974 13,300 SH   SOLE   13,300 0 0
AMGEN INC COM 031162100   884 3,360 SH   SOLE   3,360 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   1,300 200,000 SH   SOLE   200,000 0 0
NEWMONT CORP COM 651639106   2,881 60,842 SH   SOLE   60,842 0 0
STERIS PLC SHS USD G8473T100   46,566 250,000 SH   SOLE   250,000 0 0
HERC HLDGS INC COM 42704L104   1,132 8,569 SH   SOLE   8,569 0 0
PETIQ INC COM CL A 71639T106   3,097 337,724 SH   SOLE   337,724 0 0
NOVANTA INC COM 67000B104   1,019 7,381 SH   SOLE   7,381 0 0
TECNOGLASS INC ORD SHS G87264100   1,187 38,572 SH   SOLE   38,572 0 0
TREEHOUSE FOODS INC COM 89469A104   3,390 69,323 SH   SOLE   69,323 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   2,096 77,842 SH   SOLE   77,842 0 0
SUNOPTA INC COM 8676EP108   2,865 333,870 SH   SOLE   333,870 0 0