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
AAR CORP COM 000361105   658,938 11,069 SH   SOLE N/A 11,069 0 0
ABBOTT LABS COM 002824100   1,548,147 15,985 SH   SOLE N/A 15,985 0 0
ABBVIE INC COM 00287Y109   510,232 3,423 SH   SOLE N/A 3,423 0 0
ADOBE INC COM 00724F101   4,985,802 9,778 SH   SOLE N/A 9,778 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,349,519 52,028 SH   SOLE N/A 52,028 0 0
AECOM COM 00766T100   3,679,502 44,310 SH   SOLE N/A 44,310 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   890,870 7,967 SH   SOLE N/A 7,967 0 0
AIR PRODS & CHEMS INC COM 009158106   18,908,165 66,719 SH   SOLE N/A 66,719 0 0
ALBEMARLE CORP COM 012653101   941,001 5,534 SH   SOLE N/A 5,534 0 0
ALPHABET INC CAP STK CL A 02079K305   8,908,425 68,076 SH   SOLE N/A 68,076 0 0
AMAZON COM INC COM 023135106   7,892,754 62,089 SH   SOLE N/A 62,089 0 0
AMERICAN TOWER CORP NEW COM 03027X100   427,406 2,599 SH   SOLE N/A 2,599 0 0
AMETEK INC COM 031100100   6,797,699 46,005 SH   SOLE N/A 46,005 0 0
AMKOR TECHNOLOGY INC COM 031652100   3,285,385 145,371 SH   SOLE N/A 145,371 0 0
ANALOG DEVICES INC COM 032654105   4,336,979 24,770 SH   SOLE N/A 24,770 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   638,014 7,108 SH   SOLE N/A 7,108 0 0
APTARGROUP INC COM 038336103   1,207,636 9,658 SH   SOLE N/A 9,658 0 0
ARCBEST CORP COM 03937C105   3,756,577 36,956 SH   SOLE N/A 36,956 0 0
ARISTA NETWORKS INC COM 040413106   6,000,900 32,626 SH   SOLE N/A 32,626 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   436,786 742 SH   SOLE N/A 742 0 0
ATI INC COM 01741R102   2,735,364 66,473 SH   SOLE N/A 66,473 0 0
ATLASSIAN CORPORATION CL A 049468101   447,957 2,223 SH   SOLE N/A 2,223 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   1,314,289 5,463 SH   SOLE N/A 5,463 0 0
AVERY DENNISON CORP COM 053611109   4,048,333 22,162 SH   SOLE N/A 22,162 0 0
AXALTA COATING SYS LTD COM G0750C108   4,561,056 169,556 SH   SOLE N/A 169,556 0 0
AXALTA COATING SYS LTD COM G0750C108   5,248,190 195,100 SH Call SOLE N/A 195,100 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   3,921,188 168,147 SH   SOLE N/A 168,147 0 0
BEACON ROOFING SUPPLY INC COM 073685109   3,596,045 46,599 SH   SOLE N/A 46,599 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   15,267,125 43,583 SH   SOLE N/A 43,583 0 0
BERRY GLOBAL GROUP INC COM 08579W103   6,273,588 101,334 SH   SOLE N/A 101,334 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   5,534,030 77,540 SH   SOLE N/A 77,540 0 0
BLACKSTONE INC COM 09260D107   638,662 5,961 SH   SOLE N/A 5,961 0 0
BLOOMIN BRANDS INC COM 094235108   1,634,424 66,467 SH   SOLE N/A 66,467 0 0
BROADCOM INC COM 11135F101   11,697,889 14,084 SH   SOLE N/A 14,084 0 0
CARLISLE COS INC COM 142339100   1,285,670 4,959 SH   SOLE N/A 4,959 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   2,224,785 33,102 SH   SOLE N/A 33,102 0 0
CELANESE CORP DEL COM 150870103   2,007,692 15,995 SH   SOLE N/A 15,995 0 0
CF INDS HLDGS INC COM 125269100   5,596,764 65,276 SH   SOLE N/A 65,276 0 0
CF INDS HLDGS INC COM 125269100   9,499,992 110,800 SH Call SOLE N/A 110,800 0 0
CIENA CORP COM NEW 171779309   474,632 10,043 SH   SOLE N/A 10,043 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   6,909,726 110,591 SH   SOLE N/A 110,591 0 0
CONSTELLATION ENERGY CORP COM 21037T109   520,093 4,768 SH   SOLE N/A 4,768 0 0
CONSTELLIUM SE CL A SHS F21107101   5,011,625 275,364 SH   SOLE N/A 275,364 0 0
CORTEVA INC COM 22052L104   8,057,853 157,503 SH   SOLE N/A 157,503 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,873,972 3,317 SH   SOLE N/A 3,317 0 0
CRH PLC ORD G25508105   8,043 19,370 SH   SOLE N/A 19,370 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   346,811 2,072 SH   SOLE N/A 2,072 0 0
CROWN CASTLE INC COM 22822V101   1,847,042 20,070 SH   SOLE N/A 20,070 0 0
CROWN HLDGS INC COM 228368106   6,683,956 75,542 SH   SOLE N/A 75,542 0 0
CSX CORP COM 126408103   419,984 13,658 SH   SOLE N/A 13,658 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   424,656 2,593 SH   SOLE N/A 2,593 0 0
DANAHER CORPORATION COM 235851102   3,628,214 14,624 SH   SOLE N/A 14,624 0 0
DELL TECHNOLOGIES INC CL C 24703L202   4,569,793 66,325 SH   SOLE N/A 66,325 0 0
DEXCOM INC COM 252131107   988,980 10,600 SH   SOLE N/A 10,600 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   406,614 4,607 SH   SOLE N/A 4,607 0 0
DUOLINGO INC CL A COM 26603R106   319,963 1,929 SH   SOLE N/A 1,929 0 0
EAGLE MATLS INC COM 26969P108   1,606,418 9,647 SH   SOLE N/A 9,647 0 0
EASTMAN CHEM CO COM 277432100   1,401,751 18,271 SH   SOLE N/A 18,271 0 0
EBAY INC. COM 278642103   328,074 7,441 SH   SOLE N/A 7,441 0 0
ECOLAB INC COM 278865100   30,668,684 181,043 SH   SOLE N/A 181,043 0 0
ELI LILLY & CO COM 532457108   508,662 947 SH   SOLE N/A 947 0 0
EQUINIX INC COM 29444U700   429,946 592 SH   SOLE N/A 592 0 0
EXPEDITORS INTL WASH INC COM 302130109   447,974 3,908 SH   SOLE N/A 3,908 0 0
EXXON MOBIL CORP COM 30231G102   3,041,559 25,868 SH   SOLE N/A 25,868 0 0
FEDEX CORP COM 31428X106   1,889,145 7,131 SH   SOLE N/A 7,131 0 0
FLEX LTD ORD Y2573F102   8,272,796 306,627 SH   SOLE N/A 306,627 0 0
FLOWSERVE CORP COM 34354P105   4,398,562 110,600 SH Call SOLE N/A 110,600 0 0
FLOWSERVE CORP COM 34354P105   8,277,012 208,122 SH   SOLE N/A 208,122 0 0
FLUOR CORP NEW COM 343412102   8,968,122 244,363 SH   SOLE N/A 244,363 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,309,438 35,115 SH   SOLE N/A 35,115 0 0
FTAI AVIATION LTD SHS G3730V105   719,994 20,253 SH   SOLE N/A 20,253 0 0
GENERAC HLDGS INC COM 368736104   723,603 6,641 SH   SOLE N/A 6,641 0 0
GENERAL ELECTRIC CO COM NEW 369604301   14,764,837 133,558 SH   SOLE N/A 133,558 0 0
GENTEX CORP COM 371901109   720,371 22,138 SH   SOLE N/A 22,138 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   2,850,428 89,749 SH   SOLE N/A 89,749 0 0
GMS INC COM 36251C103   1,557,797 24,352 SH   SOLE N/A 24,352 0 0
GODADDY INC CL A 380237107   1,416,535 19,019 SH   SOLE N/A 19,019 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   2,751,729 221,378 SH   SOLE N/A 221,378 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   2,856,414 229,800 SH Put SOLE N/A 229,800 0 0
GREEN PLAINS INC COM 393222104   666,354 22,138 SH   SOLE N/A 22,138 0 0
HASBRO INC COM 418056107   2,405,843 36,375 SH   SOLE N/A 36,375 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   6,101,247 351,252 SH   SOLE N/A 351,252 0 0
HEXCEL CORP NEW COM 428291108   3,176,487 48,764 SH   SOLE N/A 48,764 0 0
HOME DEPOT INC COM 437076102   3,472,423 11,492 SH   SOLE N/A 11,492 0 0
HONEYWELL INTL INC COM 438516106   19,386,985 104,942 SH   SOLE N/A 104,942 0 0
HOWMET AEROSPACE INC COM 443201108   3,734,225 80,740 SH   SOLE N/A 80,740 0 0
HUNT J B TRANS SVCS INC COM 445658107   4,848,923 25,721 SH   SOLE N/A 25,721 0 0
HUNTSMAN CORP COM 447011107   5,226,480 214,200 SH Put SOLE N/A 214,200 0 0
IDEX CORP COM 45167R104   264,809 1,273 SH   SOLE N/A 1,273 0 0
INGREDION INC COM 457187102   3,267,569 33,207 SH   SOLE N/A 33,207 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   5,389,111 79,054 SH   SOLE N/A 79,054 0 0
INTERNATIONAL PAPER CO COM 460146103   892,035 25,149 SH   SOLE N/A 25,149 0 0
INTUIT COM 461202103   1,619,680 3,170 SH   SOLE N/A 3,170 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,243,694 4,255 SH   SOLE N/A 4,255 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   10,626,750 75,000 SH   SOLE N/A 75,000 0 0
INVESTMENT MANAGERS SER TR I AXS SHORT INNOV 46144X628   2,197,197 55,345 SH   SOLE N/A 55,345 0 0
ITT INC COM 45073V108   8,699,695 88,854 SH   SOLE N/A 88,854 0 0
JABIL INC COM 466313103   7,539,550 59,418 SH   SOLE N/A 59,418 0 0
JOHNSON & JOHNSON COM 478160104   508,991 3,268 SH   SOLE N/A 3,268 0 0
JPMORGAN CHASE & CO COM 46625H100   4,325,512 29,827 SH   SOLE N/A 29,827 0 0
KBR INC COM 48242W106   4,608,165 78,184 SH   SOLE N/A 78,184 0 0
KENNAMETAL INC COM 489170100   550,793 22,138 SH   SOLE N/A 22,138 0 0
KENVUE INC COM 49177J102   4,492,197 223,715 SH   SOLE N/A 223,715 0 0
KIRBY CORP COM 497266106   440,496 5,320 SH   SOLE N/A 5,320 0 0
KKR & CO INC COM 48251W104   637,375 10,347 SH   SOLE N/A 10,347 0 0
KLA CORP COM NEW 482480100   383,440 836 SH   SOLE N/A 836 0 0
KRAFT HEINZ CO COM 500754106   1,489,445 44,276 SH   SOLE N/A 44,276 0 0
LAM RESEARCH CORP COM 512807108   382,956 611 SH   SOLE N/A 611 0 0
LANDSTAR SYS INC COM 515098101   384,491 2,173 SH   SOLE N/A 2,173 0 0
LAUDER ESTEE COS INC CL A 518439104   393,176 2,720 SH   SOLE N/A 2,720 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   482,818 7,188 SH   SOLE N/A 7,188 0 0
LINDE PLC SHS G54950103   16,916,978 45,433 SH   SOLE N/A 45,433 0 0
LKQ CORP COM 501889208   460,195 9,295 SH   SOLE N/A 9,295 0 0
LULULEMON ATHLETICA INC COM 550021109   2,260,446 5,862 SH   SOLE N/A 5,862 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   18,904,393 199,624 SH   SOLE N/A 199,624 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   42,018,390 443,700 SH Call SOLE N/A 443,700 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   5,302,618 64,999 SH   SOLE N/A 64,999 0 0
MACYS INC COM 55616P104   236,716 20,389 SH   SOLE N/A 20,389 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   18,922,455 107,331 SH   SOLE N/A 107,331 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,736,214 8,833 SH   SOLE N/A 8,833 0 0
MARTIN MARIETTA MATLS INC COM 573284106   2,329,474 5,675 SH   SOLE N/A 5,675 0 0
MASCO CORP COM 574599106   2,317,966 43,367 SH   SOLE N/A 43,367 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,199,280 5,555 SH   SOLE N/A 5,555 0 0
MATERION CORP COM 576690101   10,155,943 99,656 SH   SOLE N/A 99,656 0 0
MATTEL INC COM 577081102   1,964,305 89,165 SH   SOLE N/A 89,165 0 0
MEDTRONIC PLC SHS G5960L103   1,153,224 14,717 SH   SOLE N/A 14,717 0 0
MERCADOLIBRE INC COM 58733R102   377,828 298 SH   SOLE N/A 298 0 0
MERCK & CO INC COM 58933Y105   419,212 4,072 SH   SOLE N/A 4,072 0 0
META PLATFORMS INC CL A 30303M102   8,189,429 27,279 SH   SOLE N/A 27,279 0 0
MICROSOFT CORP COM 594918104   12,401,713 39,277 SH   SOLE N/A 39,277 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   3,429,745 82,545 SH   SOLE N/A 82,545 0 0
MONDELEZ INTL INC CL A 609207105   4,109,660 59,217 SH   SOLE N/A 59,217 0 0
NETFLIX INC COM 64110L106   1,415,622 3,749 SH   SOLE N/A 3,749 0 0
NEXTERA ENERGY INC COM 65339F101   442,050 7,716 SH   SOLE N/A 7,716 0 0
NIKE INC CL B 654106103   1,058,418 11,069 SH   SOLE N/A 11,069 0 0
NUTANIX INC CL A 67059N108   5,560,395 159,415 SH   SOLE N/A 159,415 0 0
NUTRIEN LTD COM 67077M108   2,050,864 33,207 SH   SOLE N/A 33,207 0 0
NVIDIA CORPORATION COM 67066G104   8,308,744 19,101 SH   SOLE N/A 19,101 0 0
OLIN CORP COM PAR $1 680665205   2,212,914 44,276 SH   SOLE N/A 44,276 0 0
ONTO INNOVATION INC COM 683344105   1,501,548 11,775 SH   SOLE N/A 11,775 0 0
ORACLE CORP COM 68389X105   1,507,030 14,228 SH   SOLE N/A 14,228 0 0
PAYCHEX INC COM 704326107   6,794,090 58,910 SH   SOLE N/A 58,910 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   286,070 2,917 SH   SOLE N/A 2,917 0 0
PENTAIR PLC SHS G7S00T104   1,075,044 16,603 SH   SOLE N/A 16,603 0 0
PG&E CORP COM 69331C108   403,153 24,994 SH   SOLE N/A 24,994 0 0
PINTEREST INC CL A 72352L106   1,370,016 50,685 SH   SOLE N/A 50,685 0 0
POOL CORP COM 73278L105   9,361,869 26,290 SH   SOLE N/A 26,290 0 0
PPG INDS INC COM 693506107   5,010,280 38,600 SH   SOLE N/A 38,600 0 0
PROLOGIS INC. COM 74340W103   425,051 3,788 SH   SOLE N/A 3,788 0 0
PUBLIC STORAGE COM 74460D109   412,409 1,565 SH   SOLE N/A 1,565 0 0
RAMBUS INC DEL COM 750917106   1,333,381 23,900 SH Call SOLE N/A 23,900 0 0
RAMBUS INC DEL COM 750917106   4,247,739 76,138 SH   SOLE N/A 76,138 0 0
RAPID7 INC COM 753422104   1,842,508 40,247 SH   SOLE N/A 40,247 0 0
REPUBLIC SVCS INC COM 760759100   7,538,636 52,899 SH   SOLE N/A 52,899 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   1,295,493 19,446 SH   SOLE N/A 19,446 0 0
ROKU INC COM CL A 77543R102   333,185 4,720 SH   SOLE N/A 4,720 0 0
ROPER TECHNOLOGIES INC COM 776696106   11,542,330 23,834 SH   SOLE N/A 23,834 0 0
ROSS STORES INC COM 778296103   6,269,629 55,508 SH   SOLE N/A 55,508 0 0
SAIA INC COM 78709Y105   263,109 660 SH   SOLE N/A 660 0 0
SALESFORCE INC COM 79466L302   426,649 2,104 SH   SOLE N/A 2,104 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   4,275,069 33,207 SH   SOLE N/A 33,207 0 0
SEMPRA COM 816851109   383,145 5,632 SH   SOLE N/A 5,632 0 0
SERVICENOW INC COM 81762P102   393,508 704 SH   SOLE N/A 704 0 0
SHERWIN WILLIAMS CO COM 824348106   9,929,862 38,933 SH   SOLE N/A 38,933 0 0
SHOCKWAVE MED INC COM 82489T104   492,972 2,476 SH   SOLE N/A 2,476 0 0
SKECHERS U S A INC CL A 830566105   1,974,007 40,327 SH   SOLE N/A 40,327 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   4,178,934 42,387 SH   SOLE N/A 42,387 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   168,268,952 393,630 SH   SOLE N/A 393,630 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   4,233,184 28,620 SH   SOLE N/A 28,620 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   299,847 1,939 SH   SOLE N/A 1,939 0 0
STERICYCLE INC COM 858912108   428,098 9,575 SH   SOLE N/A 9,575 0 0
STERIS PLC SHS USD G8473T100   1,492,275 6,801 SH   SOLE N/A 6,801 0 0
SUMMIT MATLS INC CL A 86614U100   4,396,906 141,198 SH   SOLE N/A 141,198 0 0
SYNOPSYS INC COM 871607107   6,894,647 15,022 SH   SOLE N/A 15,022 0 0
SYSCO CORP COM 871829107   9,180,950 139,000 SH   SOLE N/A 139,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,213,240 44,257 SH   SOLE N/A 44,257 0 0
TECK RESOURCES LTD CL B 878742204   5,699,299 132,265 SH   SOLE N/A 132,265 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   1,429,213 3,498 SH   SOLE N/A 3,498 0 0
TERADATA CORP DEL COM 88076W103   3,440,879 76,430 SH   SOLE N/A 76,430 0 0
TESLA INC COM 88160R101   610,537 2,440 SH   SOLE N/A 2,440 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   638,861 100,135 SH   SOLE N/A 100,135 0 0
THE REALREAL INC COM 88339P101   256,209 121,426 SH   SOLE N/A 121,426 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   484,405 957 SH   SOLE N/A 957 0 0
TIMKENSTEEL CORPORATION COM 887399103   1,307,674 60,206 SH   SOLE N/A 60,206 0 0
TJX COS INC NEW COM 872540109   468,131 5,267 SH   SOLE N/A 5,267 0 0
TRANSDIGM GROUP INC COM 893641100   5,905,283 7,004 SH   SOLE N/A 7,004 0 0
TREX CO INC COM 89531P105   2,387,608 38,741 SH   SOLE N/A 38,741 0 0
TRINSEO PLC SHS G9059U107   226,080 27,672 SH   SOLE N/A 27,672 0 0
TWILIO INC CL A 90138F102   604,147 10,322 SH   SOLE N/A 10,322 0 0
TYSON FOODS INC CL A 902494103   5,695,272 112,800 SH Put SOLE N/A 112,800 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,048,835 131,525 SH   SOLE N/A 131,525 0 0
UNITED PARCEL SERVICE INC CL B 911312106   2,587,910 16,603 SH   SOLE N/A 16,603 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,883,150 3,735 SH   SOLE N/A 3,735 0 0
VARONIS SYS INC COM 922280102   2,150,993 70,432 SH   SOLE N/A 70,432 0 0
VISA INC COM CL A 92826C839   884,618 3,846 SH   SOLE N/A 3,846 0 0
VULCAN MATLS CO COM 929160109   5,542,823 27,437 SH   SOLE N/A 27,437 0 0
WABTEC COM 929740108   1,344,741 12,654 SH   SOLE N/A 12,654 0 0
WALMART INC COM 931142103   14,248,963 89,095 SH   SOLE N/A 89,095 0 0
WASTE CONNECTIONS INC COM 94106B101   10,709,351 79,742 SH   SOLE N/A 79,742 0 0
WAYFAIR INC CL A 94419L101   223,261 3,686 SH   SOLE N/A 3,686 0 0
WESTERN DIGITAL CORP. COM 958102105   4,200,652 92,059 SH   SOLE N/A 92,059 0 0
WIX COM LTD SHS M98068105   676,291 7,367 SH   SOLE N/A 7,367 0 0
WOODWARD INC COM 980745103   3,633,735 29,243 SH   SOLE N/A 29,243 0 0
WORKDAY INC CL A 98138H101   405,852 1,889 SH   SOLE N/A 1,889 0 0
XPO INC COM 983793100   252,873 3,387 SH   SOLE N/A 3,387 0 0
ZSCALER INC COM 98980G102   302,778 1,946 SH   SOLE N/A 1,946 0 0