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

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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
ABSCI CORPORATION COM 00091E109   103,785 18,272 SH   SOLE   18,272 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   51,240 28,000 SH   SOLE   28,000 0 0
AMERICAN PUB ED INC COM 02913V103   144,840 10,200 SH   SOLE   10,200 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207   344,505 25,500 SH   SOLE   25,500 0 0
ATKORE INC COM 047649108   647,224 3,400 SH   SOLE   3,400 0 0
AVANTOR INC COM 05352A100   820,797 32,100 SH   SOLE   32,100 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   681,252 7,800 SH   SOLE   7,800 0 0
BLEND LABS INC CL A 09352U108   65,000 20,000 SH   SOLE   20,000 0 0
BURFORD CAP LTD ORD SHS G17977110   629,218 39,400 SH   SOLE   39,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,354,752 8,400 SH   SOLE   8,400 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   857,965 48,500 SH   SOLE   48,500 0 0
CNH INDL N V SHS N20944109   660,960 51,000 SH   SOLE   51,000 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   460,430 8,200 SH   SOLE   8,200 0 0
CRH PLC ORD G25508105   845,348 9,800 SH   SOLE   9,800 0 0
CYTOKINETICS INC COM NEW 23282W605   680,067 9,700 SH   SOLE   9,700 0 0
DELL TECHNOLOGIES INC CL C 24703L202   205,398 1,800 SH   SOLE   1,800 0 0
DENTSPLY SIRONA INC COM 24906P109   461,341 13,900 SH   SOLE   13,900 0 0
DIEBOLD NIXDORF INC COM SHS 253651202   275,520 8,000 SH   SOLE   8,000 0 0
DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204   281,502 23,400 SH   SOLE   23,400 0 0
DREAM FINDERS HOMES INC COM CL A 26154D100   227,396 5,200 SH   SOLE   5,200 0 0
DUTCH BROS INC CL A 26701L100   818,400 24,800 SH   SOLE   24,800 0 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302   4,183,836 20,400 SH   SOLE   20,400 0 0
FOX FACTORY HLDG CORP COM 35138V102   260,350 5,000 SH   SOLE   5,000 0 0
FRANKLIN STR PPTYS CORP COM 35471R106   25,197 11,100 SH   SOLE   11,100 0 0
GAN LTD SHS G3728V109   79,375 62,500 SH   SOLE   62,500 0 0
HONEST CO INC COM 438333106   121,500 30,000 SH   SOLE   30,000 0 0
INDIVIOR PLC ORD G4766E116   563,346 26,300 SH   SOLE   26,300 0 0
LEONARDO DRS INC COM 52661A108   724,552 32,800 SH   SOLE   32,800 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   392,172 13,200 SH   SOLE   13,200 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   552,420 18,600 SH   SOLE   18,600 0 0
LINCOLN ELEC HLDGS INC COM 533900106   306,528 1,200 SH   SOLE   1,200 0 0
NN INC COM 629337106   85,320 18,000 SH   SOLE   18,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   285,324 12,400 SH   SOLE   12,400 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   343,684 29,200 SH   SOLE   29,200 0 0
R1 RCM INC COM 77634L105   234,416 18,200 SH   SOLE   18,200 0 0
REKOR SYSTEMS INC COM 759419104   93,890 41,000 SH   SOLE   41,000 0 0
RUMBLEON INC COM CL B 781386305   64,600 10,000 SH   SOLE   10,000 0 0
SCILEX HOLDING CO COM 80880W106   39,750 25,000 SH   SOLE   25,000 0 0
SHATTUCK LABS INC COM 82024L103   91,188 10,200 SH   SOLE   10,200 0 0
SOLENO THERAPEUTICS INC COM 834203309   505,040 11,800 SH   SOLE   11,800 0 0
SOLVENTUM CORP COM SHS 83444M101   904,150 13,000 SH   SOLE   13,000 0 0
SPDR SER TR S&P DIVID ETF 78464A763   498,712 3,800 SH   SOLE   3,800 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   289,572 5,900 SH   SOLE   5,900 0 0
STANDARD BIOTOOLS INC COM 34385P108   54,200 20,000 SH   SOLE   20,000 0 0
SURGERY PARTNERS INC COM 86881A100   614,498 20,600 SH   SOLE   20,600 0 0
TAYSHA GENE THERAPIES INC COM SHS 877619106   69,454 24,200 SH   SOLE   24,200 0 0
TELOS CORP MD COM 87969B101   93,733 22,532 SH   SOLE   22,532 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   462,808 800 SH   SOLE   800 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   249,316 39,700 SH   SOLE   39,700 0 0
TSCAN THERAPEUTICS INC COM 89854M101   138,950 17,500 SH   SOLE   17,500 0 0
U HAUL HOLDING COMPANY COM 023586100   330,946 4,900 SH   SOLE   4,900 0 0
UNITED STATES CELLULAR CORP COM 911684108   521,950 14,300 SH   SOLE   14,300 0 0
UNITED STATES STL CORP NEW COM 912909108   2,055,312 50,400 SH   SOLE   50,400 0 0
UR-ENERGY INC COM 91688R108   223,680 139,800 SH   SOLE   139,800 0 0
VERASTEM INC COM NEW 92337C203   130,980 11,100 SH   SOLE   11,100 0 0
VERTEX INC CL A 92538J106   673,312 21,200 SH   SOLE   21,200 0 0
VIPER ENERGY INC CL A 927959106   465,366 12,100 SH   SOLE   12,100 0 0
WHEELS UP EXPERIENCE INC COM CL A 96328L205   144,935 50,500 SH   SOLE   50,500 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   558,000 12,000 SH   SOLE   12,000 0 0
WORKDAY INC CL A 98138H101   1,336,475 4,900 SH   SOLE   4,900 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   341,394 10,200 SH   SOLE   10,200 0 0
CALLON PETE CO DEL COM 13123X508   7,509,600 210,000 SH   SOLE   210,000 0 0