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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUITY BRANDS INC COM 00508Y102 1,648 10,700 SH   SOLE N/A 10,700 0 0
AECOM COM 00766T100 2,165 33,200 SH   SOLE N/A 33,200 0 0
AES CORP COM 00130H105 899 42,800 SH   SOLE N/A 42,800 0 0
AIRBNB INC COM CL A 009066101 445 5,000 SH   SOLE N/A 5,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 988 43,500 SH   SOLE N/A 43,500 0 0
AMPHENOL CORP NEW CL A 032095101 373 5,800 SH   SOLE N/A 5,800 0 0
ANALOG DEVICES INC COM 032654105 1,169 8,000 SH   SOLE N/A 8,000 0 0
ANDERSONS INC COM 034164103 660 20,000 SH   SOLE N/A 20,000 0 0
ARCONIC CORPORATION COM 03966V107 724 25,800 SH   SOLE N/A 25,800 0 0
AVERY DENNISON CORP COM 053611109 2,007 12,400 SH   SOLE N/A 12,400 0 0
AXALTA COATING SYS LTD COM G0750C108 814 36,800 SH   SOLE N/A 36,800 0 0
AXON ENTERPRISE INC COM 05464C101 596 6,400 SH   SOLE N/A 6,400 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477 492 21,300 SH   SOLE N/A 21,300 0 0
BIO RAD LABS INC CL A 090572207 792 1,600 SH   SOLE N/A 1,600 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 667 18,700 SH   SOLE N/A 18,700 0 0
CATERPILLAR INC COM 149123101 1,770 9,900 SH   SOLE N/A 9,900 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 1,425 11,700 SH   SOLE N/A 11,700 0 0
CLEAN HARBORS INC COM 184496107 3,147 35,900 SH   SOLE N/A 35,900 0 0
COLLABORATIVE INVESTMNT SER TUTTLE CAP SHORT 19423L565 399 6,200 SH   SOLE N/A 6,200 0 0
CONSTELLIUM SE CL A SHS F21107101 375 28,400 SH   SOLE N/A 28,400 0 0
CORTEVA INC COM 22052L104 1,229 22,700 SH   SOLE N/A 22,700 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,150 2,400 SH   SOLE N/A 2,400 0 0
DISNEY WALT CO COM 254687106 831 8,800 SH   SOLE N/A 8,800 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 308 46,700 SH   SOLE N/A 46,700 0 0
DOMINOS PIZZA INC COM 25754A201 974 2,500 SH   SOLE N/A 2,500 0 0
EAGLE MATLS INC COM 26969P108 1,880 17,100 SH   SOLE N/A 17,100 0 0
ECOLAB INC COM 278865100 615 4,000 SH   SOLE N/A 4,000 0 0
EMCOR GROUP INC COM 29084Q100 309 3,000 SH   SOLE N/A 3,000 0 0
FLOWSERVE CORP COM 34354P105 764 26,700 SH   SOLE N/A 26,700 0 0
FLUOR CORP NEW COM 343412102 2,101 86,300 SH   SOLE N/A 86,300 0 0
GENERAC HLDGS INC COM 368736104 396 1,880 SH   SOLE N/A 1,880 0 0
GENTEX CORP COM 371901109 931 33,300 SH   SOLE N/A 33,300 0 0
GODADDY INC CL A 380237107 890 12,800 SH   SOLE N/A 12,800 0 0
GRAINGER W W INC COM 384802104 2,863 6,300 SH   SOLE N/A 6,300 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,255 110,000 SH   SOLE N/A 110,000 0 0
GREEN PLAINS INC COM 393222104 1,630 60,000 SH   SOLE N/A 60,000 0 0
GREEN PLAINS INC COM 393222104 3,668 135,000 SH Put SOLE N/A 135,000 0 0
HEXCEL CORP NEW COM 428291108 560 10,700 SH   SOLE N/A 10,700 0 0
HOWMET AEROSPACE INC COM 443201108 865 27,500 SH   SOLE N/A 27,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,176 5,400 SH   SOLE N/A 5,400 0 0
HUNTSMAN CORP COM 447011107 4,122 145,400 SH   SOLE N/A 145,400 0 0
ISHARES TR IBOXX HI YD ETF 464288513 2,679 36,400 SH   SOLE N/A 36,400 0 0
IZEA WORLDWIDE INC COM 46604H105 180 200,000 SH   SOLE N/A 200,000 0 0
JABIL INC COM 466313103 1,096 21,400 SH   SOLE N/A 21,400 0 0
KBR INC COM 48242W106 2,889 59,700 SH   SOLE N/A 59,700 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 303 2,200 SH   SOLE N/A 2,200 0 0
KLA CORP COM NEW 482480100 670 2,100 SH   SOLE N/A 2,100 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 278 20,000 SH   SOLE N/A 20,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 915 10,400 SH   SOLE N/A 10,400 0 0
LOUISIANA PAC CORP COM 546347105 3,606 68,800 SH   SOLE N/A 68,800 0 0
LOUISIANA PAC CORP COM 546347105 3,931 75,000 SH Put SOLE N/A 75,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 936 10,700 SH   SOLE N/A 10,700 0 0
MATERION CORP COM 576690101 2,735 37,100 SH   SOLE N/A 37,100 0 0
MGM RESORTS INTERNATIONAL COM 552953101 660 22,800 SH   SOLE N/A 22,800 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 604 10,400 SH   SOLE N/A 10,400 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,279 6,100 SH   SOLE N/A 6,100 0 0
MSC INDL DIRECT INC CL A 553530106 2,276 30,300 SH   SOLE N/A 30,300 0 0
NEW RELIC INC COM 64829B100 475 9,500 SH   SOLE N/A 9,500 0 0
NIKE INC CL B 654106103 705 6,900 SH   SOLE N/A 6,900 0 0
NORDSON CORP COM 655663102 3,583 17,700 SH   SOLE N/A 17,700 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,961 62,600 SH   SOLE N/A 62,600 0 0
NXP SEMICONDUCTORS N V COM N6596X109 888 6,000 SH   SOLE N/A 6,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,480 10,000 SH Call SOLE N/A 10,000 0 0
OLIN CORP COM PAR $1 680665205 1,236 26,700 SH   SOLE N/A 26,700 0 0
ON SEMICONDUCTOR CORP COM 682189105 458 9,100 SH   SOLE N/A 9,100 0 0
PACCAR INC COM 693718108 2,231 27,100 SH   SOLE N/A 27,100 0 0
PACKAGING CORP AMER COM 695156109 1,471 10,700 SH   SOLE N/A 10,700 0 0
PALO ALTO NETWORKS INC COM 697435105 938 1,900 SH   SOLE N/A 1,900 0 0
PAYPAL HLDGS INC COM 70450Y103 503 7,200 SH   SOLE N/A 7,200 0 0
PPG INDS INC COM 693506107 1,681 14,700 SH   SOLE N/A 14,700 0 0
QUALCOMM INC COM 747525103 754 5,900 SH   SOLE N/A 5,900 0 0
QUANTA SVCS INC COM 74762E102 652 5,200 SH   SOLE N/A 5,200 0 0
RAMACO RES INC COM 75134P303 389 29,600 SH   SOLE N/A 29,600 0 0
REPUBLIC SVCS INC COM 760759100 510 3,900 SH   SOLE N/A 3,900 0 0
RPM INTL INC COM 749685103 1,236 15,700 SH   SOLE N/A 15,700 0 0
SALESFORCE INC COM 79466L302 990 6,000 SH   SOLE N/A 6,000 0 0
SEAWORLD ENTMT INC COM 81282V100 619 14,000 SH   SOLE N/A 14,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 1,095 26,500 SH   SOLE N/A 26,500 0 0
SERVICENOW INC COM 81762P102 523 1,100 SH   SOLE N/A 1,100 0 0
SHERWIN WILLIAMS CO COM 824348106 1,791 8,000 SH   SOLE N/A 8,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 214 4,000 SH   SOLE N/A 4,000 0 0
SONOCO PRODS CO COM 835495102 5,750 100,800 SH   SOLE N/A 100,800 0 0
SPLUNK INC COM 848637104 221 2,500 SH   SOLE N/A 2,500 0 0
SPLUNK INC COM 848637104 885 10,000 SH Call SOLE N/A 10,000 0 0
SUMMIT MATLS INC CL A 86614U100 1,400 60,100 SH   SOLE N/A 60,100 0 0
SUNCOR ENERGY INC NEW COM 867224107 772 22,000 SH   SOLE N/A 22,000 0 0
TENARIS S A SPONSORED ADS 88031M109 1,213 47,200 SH   SOLE N/A 47,200 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 1,064 262,100 SH   SOLE N/A 262,100 0 0
TIMKENSTEEL CORPORATION COM 887399103 1,087 58,100 SH   SOLE N/A 58,100 0 0
TITAN MACHY INC COM 88830R101 899 40,100 SH   SOLE N/A 40,100 0 0
TRIUMPH GROUP INC NEW COM 896818101 500 37,600 SH   SOLE N/A 37,600 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 1,366 81,300 SH   SOLE N/A 81,300 0 0
TWILIO INC CL A 90138F102 1,108 13,220 SH   SOLE N/A 13,220 0 0
ULTA BEAUTY INC COM 90384S303 694 1,800 SH   SOLE N/A 1,800 0 0
UNIVAR SOLUTIONS INC COM 91336L107 1,778 71,500 SH   SOLE N/A 71,500 0 0
VAIL RESORTS INC COM 91879Q109 785 3,600 SH   SOLE N/A 3,600 0 0
VALMONT INDS INC COM 920253101 1,797 8,000 SH   SOLE N/A 8,000 0 0
VALVOLINE INC COM 92047W101 1,845 64,000 SH   SOLE N/A 64,000 0 0
VENATOR MATLS PLC SHS G9329Z100 444 213,300 SH   SOLE N/A 213,300 0 0
VISTRA CORP COM 92840M102 1,033 45,200 SH   SOLE N/A 45,200 0 0
WASTE CONNECTIONS INC COM 94106B101 3,062 24,700 SH   SOLE N/A 24,700 0 0
WASTE MGMT INC DEL COM 94106L109 535 3,500 SH   SOLE N/A 3,500 0 0
WESCO INTL INC COM 95082P105 268 2,500 SH   SOLE N/A 2,500 0 0
WOODWARD INC COM 980745103 990 10,700 SH   SOLE N/A 10,700 0 0
ZENDESK INC COM 98936J101 296 4,000 SH Call SOLE N/A 4,000 0 0