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
AECOM COM 00766T100   1,849,606 21,778 SH   SOLE N/A 21,778 0 0
AGCO CORP COM 001084102   6,123,302 44,151 SH   SOLE N/A 44,151 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   801,192 5,473 SH   SOLE N/A 5,473 0 0
ANALOG DEVICES INC COM 032654105   2,892,341 17,633 SH   SOLE N/A 17,633 0 0
ARHAUS INC COM CL A 04035M102   105,758 10,847 SH   SOLE N/A 10,847 0 0
AUTOZONE INC COM 053332102   335,400 136 SH   SOLE N/A 136 0 0
AXALTA COATING SYS LTD COM G0750C108   916,716 35,992 SH   SOLE N/A 35,992 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477   338,880 24,000 SH   SOLE N/A 24,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103   1,502,048 24,856 SH   SOLE N/A 24,856 0 0
BIO RAD LABS INC CL A 090572207   1,244,650 2,960 SH   SOLE N/A 2,960 0 0
BLOOMIN BRANDS INC COM 094235108   1,505,499 74,826 SH   SOLE N/A 74,826 0 0
BUNGE LIMITED COM G16962105   2,812,716 28,192 SH   SOLE N/A 28,192 0 0
CACI INTL INC CL A 127190304   1,856,444 6,176 SH   SOLE N/A 6,176 0 0
CARLYLE GROUP INC COM 14316J108   1,059,051 35,491 SH   SOLE N/A 35,491 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   1,173,436 31,766 SH   SOLE N/A 31,766 0 0
CHART INDS INC 6.75DP CNV PFD B 16115Q407   1,517,815 30,000 SH   SOLE N/A 30,000 0 0
CIENA CORP COM NEW 171779309   1,375,287 26,977 SH   SOLE N/A 26,977 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   3,926,603 243,737 SH   SOLE N/A 243,737 0 0
CNH INDL N V SHS N20944109   1,410,678 87,838 SH   SOLE N/A 87,838 0 0
CONSTELLIUM SE CL A SHS F21107101   339,710 28,716 SH   SOLE N/A 28,716 0 0
COOPER COS INC COM NEW 216648402   1,452,964 4,394 SH   SOLE N/A 4,394 0 0
CROCS INC COM 227046109   809,538 7,466 SH   SOLE N/A 7,466 0 0
DARDEN RESTAURANTS INC COM 237194105   303,911 2,197 SH   SOLE N/A 2,197 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103   213,000 50,000 SH   SOLE N/A 50,000 0 0
DOLLAR GEN CORP NEW COM 256677105   366,174 1,487 SH   SOLE N/A 1,487 0 0
DONALDSON INC COM 257651109   951,634 16,165 SH   SOLE N/A 16,165 0 0
DOW INC COM 260557103   1,533,065 30,424 SH   SOLE N/A 30,424 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,022,328 44,038 SH   SOLE N/A 44,038 0 0
DYCOM INDS INC COM 267475101   2,870,525 30,668 SH   SOLE N/A 30,668 0 0
EAGLE MATLS INC COM 26969P108   2,037,786 15,339 SH   SOLE N/A 15,339 0 0
EASTMAN CHEM CO COM 277432100   7,329,600 90,000 SH Put SOLE N/A 90,000 0 0
ECOLAB INC COM 278865100   1,533,038 10,532 SH   SOLE N/A 10,532 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   1,355,488 60,137 SH   SOLE N/A 60,137 0 0
EQUIFAX INC COM 294429105   436,144 2,244 SH   SOLE N/A 2,244 0 0
EVERBRIDGE INC COM 29978A104   1,709,547 57,794 SH   SOLE N/A 57,794 0 0
FASTENAL CO COM 311900104   1,296,379 27,396 SH   SOLE N/A 27,396 0 0
FERGUSON PLC NEW SHS G3421J106   1,505,864 11,860 SH   SOLE N/A 11,860 0 0
FIVE9 INC COM 338307101   1,164,138 17,155 SH   SOLE N/A 17,155 0 0
FLEX LTD ORD Y2573F102   3,901,557 181,806 SH   SOLE N/A 181,806 0 0
FLEX LTD ORD Y2573F102   5,901,500 275,000 SH Call SOLE N/A 275,000 0 0
FLUOR CORP NEW COM 343412102   2,174,083 62,726 SH   SOLE N/A 62,726 0 0
FMC CORP COM NEW 302491303   2,203,469 17,656 SH   SOLE N/A 17,656 0 0
FOOT LOCKER INC COM 344849104   1,028,757 27,223 SH   SOLE N/A 27,223 0 0
GENERAL DYNAMICS CORP COM 369550108   2,475,890 9,979 SH   SOLE N/A 9,979 0 0
GENPACT LIMITED SHS G3922B107   1,995,373 43,078 SH   SOLE N/A 43,078 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   1,515,605 51,851 SH   SOLE N/A 51,851 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   986,921 44,356 SH   SOLE N/A 44,356 0 0
HEXCEL CORP NEW COM 428291108   447,966 7,612 SH   SOLE N/A 7,612 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   2,386,385 10,345 SH   SOLE N/A 10,345 0 0
ICON PLC SHS G4705A100   1,309,051 6,739 SH   SOLE N/A 6,739 0 0
IPG PHOTONICS CORP COM 44980X109   1,432,073 15,127 SH   SOLE N/A 15,127 0 0
IZEA WORLDWIDE INC COM 46604H105   31,720 58,416 SH   SOLE N/A 58,416 0 0
JABIL INC COM 466313103   1,471,347 21,574 SH   SOLE N/A 21,574 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,810,656 15,080 SH   SOLE N/A 15,080 0 0
JOHNSON CTLS INTL PLC SHS G51502105   3,177,024 49,641 SH   SOLE N/A 49,641 0 0
KBR INC COM 48242W106   2,782,877 52,706 SH   SOLE N/A 52,706 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,921,629 11,233 SH   SOLE N/A 11,233 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   512,151 9,772 SH   SOLE N/A 9,772 0 0
LEIDOS HOLDINGS INC COM 525327102   2,382,974 22,654 SH   SOLE N/A 22,654 0 0
LEONARDO DRS INC COM 52661A108   1,408,509 110,212 SH   SOLE N/A 110,212 0 0
LINDSAY CORP COM 535555106   1,696,246 10,416 SH   SOLE N/A 10,416 0 0
LOWES COS INC COM 548661107   2,456,231 12,328 SH   SOLE N/A 12,328 0 0
LULULEMON ATHLETICA INC COM 550021109   1,353,926 4,226 SH   SOLE N/A 4,226 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   1,171,617 18,603 SH   SOLE N/A 18,603 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   11,948,166 65,173 SH   SOLE N/A 65,173 0 0
MANHATTAN ASSOCIATES INC COM 562750109   1,570,188 12,934 SH   SOLE N/A 12,934 0 0
MARTIN MARIETTA MATLS INC COM 573284106   2,413,782 7,142 SH   SOLE N/A 7,142 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,266,335 32,261 SH   SOLE N/A 32,261 0 0
MICROSOFT CORP COM 594918104   232,386 969 SH   SOLE N/A 969 0 0
MOMENTIVE GLOBAL INC COM 60878Y108   773,843 110,549 SH   SOLE N/A 110,549 0 0
MOOG INC CL A 615394202   1,734,576 19,765 SH   SOLE N/A 19,765 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   2,112,964 8,199 SH   SOLE N/A 8,199 0 0
NEW RELIC INC COM 64829B100   2,269,064 40,196 SH   SOLE N/A 40,196 0 0
NUTANIX INC CL A 67059N108   521,000 20,000 SH Call SOLE N/A 20,000 0 0
NVIDIA CORPORATION COM 67066G104   1,051,477 7,195 SH   SOLE N/A 7,195 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,110,161 7,025 SH   SOLE N/A 7,025 0 0
OKTA INC CL A 679295105   1,712,486 25,062 SH   SOLE N/A 25,062 0 0
PACCAR INC COM 693718108   1,484,946 15,004 SH   SOLE N/A 15,004 0 0
PALO ALTO NETWORKS INC COM 697435105   1,473,682 10,561 SH   SOLE N/A 10,561 0 0
PARKER-HANNIFIN CORP COM 701094104   500,811 1,721 SH   SOLE N/A 1,721 0 0
PAYPAL HLDGS INC COM 70450Y103   1,085,678 15,244 SH   SOLE N/A 15,244 0 0
PENTAIR PLC SHS G7S00T104   1,416,825 31,499 SH   SOLE N/A 31,499 0 0
PTC INC COM 69370C100   1,612,617 13,434 SH   SOLE N/A 13,434 0 0
QORVO INC COM 74736K101   1,278,930 14,110 SH   SOLE N/A 14,110 0 0
REPUBLIC SVCS INC COM 760759100   570,652 4,424 SH   SOLE N/A 4,424 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   2,037,622 31,508 SH   SOLE N/A 31,508 0 0
S&P GLOBAL INC COM 78409V104   590,164 1,762 SH   SOLE N/A 1,762 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   2,002,065 18,048 SH   SOLE N/A 18,048 0 0
SHIFT4 PMTS INC CL A 82452J109   781,174 13,967 SH   SOLE N/A 13,967 0 0
SIGNET JEWELERS LIMITED SHS G81276100   909,976 13,382 SH   SOLE N/A 13,382 0 0
SIMON PPTY GROUP INC NEW COM 828806109   230,966 1,966 SH   SOLE N/A 1,966 0 0
SKECHERS U S A INC CL A 830566105   1,388,839 33,107 SH   SOLE N/A 33,107 0 0
SMITH A O CORP COM 831865209   1,800,541 31,456 SH   SOLE N/A 31,456 0 0
SONOCO PRODS CO COM 835495102   3,891,572 64,101 SH   SOLE N/A 64,101 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,105,277 5,505 SH   SOLE N/A 5,505 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   326,310 11,024 SH   SOLE N/A 11,024 0 0
SPLUNK INC COM 848637104   2,025,267 23,525 SH   SOLE N/A 23,525 0 0
STARBUCKS CORP COM 855244109   277,165 2,794 SH   SOLE N/A 2,794 0 0
SUMMIT MATLS INC CL A 86614U100   1,588,846 55,965 SH   SOLE N/A 55,965 0 0
TECK RESOURCES LTD CL B 878742204   1,007,941 26,651 SH   SOLE N/A 26,651 0 0
TERADYNE INC COM 880770102   1,267,711 14,513 SH   SOLE N/A 14,513 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   962,005 278,036 SH   SOLE N/A 278,036 0 0
THE REALREAL INC COM 88339P101   125,000 100,000 SH   SOLE N/A 100,000 0 0
TIMKENSTEEL CORPORATION COM 887399103   3,638,833 200,266 SH   SOLE N/A 200,266 0 0
TITAN MACHY INC COM 88830R101   1,379,346 34,718 SH   SOLE N/A 34,718 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   1,266,824 64,143 SH   SOLE N/A 64,143 0 0
TRACTOR SUPPLY CO COM 892356106   253,766 1,128 SH   SOLE N/A 1,128 0 0
TRANSDIGM GROUP INC COM 893641100   497,424 790 SH   SOLE N/A 790 0 0
TRANSUNION COM 89400J107   434,762 7,661 SH   SOLE N/A 7,661 0 0
TREX CO INC COM 89531P105   2,045,259 48,317 SH   SOLE N/A 48,317 0 0
TRIUMPH GROUP INC NEW COM 896818101   291,320 27,692 SH   SOLE N/A 27,692 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   718,514 52,408 SH   SOLE N/A 52,408 0 0
TWILIO INC CL A 90138F102   765,147 15,628 SH   SOLE N/A 15,628 0 0
ULTA BEAUTY INC COM 90384S303   275,344 587 SH   SOLE N/A 587 0 0
UNION PAC CORP COM 907818108   602,988 2,912 SH   SOLE N/A 2,912 0 0
UNIVAR SOLUTIONS INC COM 91336L107   4,934,470 155,172 SH   SOLE N/A 155,172 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   1,153,759 10,679 SH   SOLE N/A 10,679 0 0
VAIL RESORTS INC COM 91879Q109   1,520,911 6,381 SH   SOLE N/A 6,381 0 0
VARONIS SYS INC COM 922280102   958,270 40,028 SH   SOLE N/A 40,028 0 0
VENATOR MATLS PLC SHS G9329Z100   79,143 146,588 SH   SOLE N/A 146,588 0 0
VISA INC COM CL A 92826C839   2,149,485 10,346 SH   SOLE N/A 10,346 0 0
VULCAN MATLS CO COM 929160109   2,702,823 15,435 SH   SOLE N/A 15,435 0 0
WALMART INC COM 931142103   2,809,569 19,815 SH   SOLE N/A 19,815 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   1,601,710 45,737 SH   SOLE N/A 45,737 0 0
WASTE CONNECTIONS INC COM 94106B101   514,333 3,880 SH   SOLE N/A 3,880 0 0
WASTE MGMT INC DEL COM 94106L109   523,979 3,340 SH   SOLE N/A 3,340 0 0
WENDYS CO COM 95058W100   1,120,592 49,518 SH   SOLE N/A 49,518 0 0
WESCO INTL INC COM 95082P105   2,129,902 17,012 SH   SOLE N/A 17,012 0 0
WESTROCK CO COM 96145D105   3,762,120 107,000 SH Put SOLE N/A 107,000 0 0
WOODWARD INC COM 980745103   1,054,402 10,914 SH   SOLE N/A 10,914 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   898,007 12,593 SH   SOLE N/A 12,593 0 0
YETI HLDGS INC COM 98585X104   1,127,970 27,305 SH   SOLE N/A 27,305 0 0
YUM BRANDS INC COM 988498101   2,321,450 18,125 SH   SOLE N/A 18,125 0 0