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
ACADIA HEALTHCARE COMPANY IN COM 00404A109   397,354 5,110 SH   SOLE N/A 5,110 0 0
ADOBE INC COM 00724F101   4,615,894 7,737 SH   SOLE N/A 7,737 0 0
ADVANCED MICRO DEVICES INC COM 007903107   6,323,447 42,897 SH   SOLE N/A 42,897 0 0
AECOM COM 00766T100   1,034,939 11,197 SH   SOLE N/A 11,197 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,245,160 10,521 SH   SOLE N/A 10,521 0 0
ALBEMARLE CORP COM 012653101   267,721 1,853 SH   SOLE N/A 1,853 0 0
ALCOA CORP COM 013872106   462,774 13,611 SH   SOLE N/A 13,611 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   246,947 3,186 SH   SOLE N/A 3,186 0 0
ALIGHT INC COM CL A 01626W101   781,655 91,636 SH   SOLE N/A 91,636 0 0
ALPHABET INC CAP STK CL A 02079K305   6,819,247 48,817 SH   SOLE N/A 48,817 0 0
ALTAIR ENGR INC COM CL A 021369103   4,114,514 48,895 SH   SOLE N/A 48,895 0 0
ALTUS POWER INC COM CL A 02217A102   225,042 32,949 SH   SOLE N/A 32,949 0 0
AMAZON COM INC COM 023135106   13,064,713 85,986 SH   SOLE N/A 85,986 0 0
ANALOG DEVICES INC COM 032654105   8,065,110 40,618 SH   SOLE N/A 40,618 0 0
ANSYS INC COM 03662Q105   9,108,288 25,100 SH Put SOLE N/A 251 0 0
APPLE INC COM 037833100   11,641,519 60,466 SH   SOLE N/A 60,466 0 0
APPLIED MATLS INC COM 038222105   700,467 4,322 SH   SOLE N/A 4,322 0 0
ARAMARK COM 03852U106   3,254,711 115,826 SH   SOLE N/A 115,826 0 0
ARCBEST CORP COM 03937C105   2,619,857 21,794 SH   SOLE N/A 21,794 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   707,720 935 SH   SOLE N/A 935 0 0
ATLASSIAN CORPORATION CL A 049468101   628,426 2,642 SH   SOLE N/A 2,642 0 0
AUTOZONE INC COM 053332102   274,075 106 SH   SOLE N/A 106 0 0
AXALTA COATING SYS LTD COM G0750C108   6,656,320 195,947 SH   SOLE N/A 195,947 0 0
AXALTA COATING SYS LTD COM G0750C108   12,171,451 358,300 SH Call SOLE N/A 3,583 0 0
AZEK CO INC CL A 05478C105   2,599,355 67,957 SH   SOLE N/A 67,957 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   6,734,268 433,909 SH   SOLE N/A 433,909 0 0
BARNES GROUP INC COM 067806109   365,358 11,197 SH   SOLE N/A 11,197 0 0
BENTLEY SYS INC COM CL B 08265T208   3,928,893 75,295 SH   SOLE N/A 75,295 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   10,859,227 30,447 SH   SOLE N/A 30,447 0 0
BEST BUY INC COM 086516101   10,998,340 140,500 SH Put SOLE N/A 1,405 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   3,446,322 51,700 SH Call SOLE N/A 517 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,990,685 51,733 SH   SOLE N/A 51,733 0 0
BP PLC SPONSORED ADR 055622104   1,352,315 38,201 SH   SOLE N/A 38,201 0 0
BRASKEM S A SP ADR PFD A 105532105   99,428 11,273 SH   SOLE N/A 11,273 0 0
BRINKER INTL INC COM 109641100   1,138,398 26,364 SH   SOLE N/A 26,364 0 0
BROADCOM INC COM 11135F101   12,388,143 11,098 SH   SOLE N/A 11,098 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   455,539 8,331 SH   SOLE N/A 8,331 0 0
CALLON PETE CO DEL COM 13123X508   423,144 13,060 SH   SOLE N/A 13,060 0 0
CAMECO CORP COM 13321L108   232,266 5,389 SH   SOLE N/A 5,389 0 0
CANADIAN NAT RES LTD COM 136385101   1,399,114 21,354 SH   SOLE N/A 21,354 0 0
CARLISLE COS INC COM 142339100   3,051,816 9,768 SH   SOLE N/A 9,768 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   2,313,178 32,672 SH   SOLE N/A 32,672 0 0
CENOVUS ENERGY INC COM 15135U109   279,720 16,800 SH Call SOLE N/A 168 0 0
CENOVUS ENERGY INC COM 15135U109   1,324,241 79,534 SH   SOLE N/A 79,534 0 0
CF INDS HLDGS INC COM 125269100   9,856,569 123,982 SH   SOLE N/A 123,982 0 0
CHART INDS INC COM 16115Q308   252,619 1,853 SH   SOLE N/A 1,853 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   10,254,348 67,114 SH   SOLE N/A 67,114 0 0
CHEMOURS CO COM 163851108   1,236,021 39,189 SH   SOLE N/A 39,189 0 0
CHENIERE ENERGY INC COM NEW 16411R208   504,619 2,956 SH   SOLE N/A 2,956 0 0
CHEVRON CORP NEW COM 166764100   2,365,081 15,856 SH   SOLE N/A 15,856 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   281,296 123 SH   SOLE N/A 123 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   754,684 4,540 SH   SOLE N/A 4,540 0 0
COMMERCIAL METALS CO COM 201723103   4,687,647 93,678 SH   SOLE N/A 93,678 0 0
COMSTOCK RES INC COM 205768302   104,457 11,803 SH   SOLE N/A 11,803 0 0
CONOCOPHILLIPS COM 20825C104   1,101,040 9,486 SH   SOLE N/A 9,486 0 0
CORTEVA INC COM 22052L104   7,419,645 154,834 SH   SOLE N/A 154,834 0 0
CORTEVA INC COM 22052L104   20,385,168 425,400 SH Call SOLE N/A 4,254 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   741,194 2,903 SH   SOLE N/A 2,903 0 0
CROWN HLDGS INC COM 228368106   10,461,240 113,598 SH   SOLE N/A 113,598 0 0
CSX CORP COM 126408103   1,567,327 45,207 SH   SOLE N/A 45,207 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   542,368 2,476 SH   SOLE N/A 2,476 0 0
DELL TECHNOLOGIES INC CL C 24703L202   14,986,809 195,906 SH   SOLE N/A 195,906 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,041,900 23,000 SH   SOLE N/A 23,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   2,021,526 155,502 SH   SOLE N/A 155,502 0 0
DIAMONDBACK ENERGY INC COM 25278X109   949,865 6,125 SH   SOLE N/A 6,125 0 0
DISNEY WALT CO COM 254687106   4,201,103 46,529 SH   SOLE N/A 46,529 0 0
DOCUSIGN INC COM 256163106   5,119,596 86,116 SH   SOLE N/A 86,116 0 0
DOLLAR GEN CORP NEW COM 256677105   428,786 3,154 SH   SOLE N/A 3,154 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,722,770 22,394 SH   SOLE N/A 22,394 0 0
DYNATRACE INC COM NEW 268150109   312,608 5,716 SH   SOLE N/A 5,716 0 0
EAGLE MATLS INC COM 26969P108   2,727,995 13,449 SH   SOLE N/A 13,449 0 0
ECOLAB INC COM 278865100   18,047,271 90,987 SH   SOLE N/A 90,987 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   2,294,093 153,966 SH   SOLE N/A 153,966 0 0
ELECTRONIC ARTS INC COM 285512109   4,924,066 35,992 SH   SOLE N/A 35,992 0 0
ELEMENT SOLUTIONS INC COM 28618M106   4,736,457 204,687 SH   SOLE N/A 204,687 0 0
EMCOR GROUP INC COM 29084Q100   10,248,005 47,570 SH   SOLE N/A 47,570 0 0
EMERSON ELEC CO COM 291011104   3,814,265 39,189 SH   SOLE N/A 39,189 0 0
ENERPLUS CORP COM 292766102   420,868 27,436 SH   SOLE N/A 27,436 0 0
ENTEGRIS INC COM 29362U104   3,891,993 32,482 SH   SOLE N/A 32,482 0 0
FASTENAL CO COM 311900104   1,986,820 30,675 SH   SOLE N/A 30,675 0 0
FERROGLOBE PLC SHS G33856108   97,019 14,903 SH   SOLE N/A 14,903 0 0
FIRST SOLAR INC COM 336433107   215,005 1,248 SH   SOLE N/A 1,248 0 0
FIVE9 INC COM 338307101   2,009,349 25,535 SH   SOLE N/A 25,535 0 0
FIVERR INTL LTD ORD SHS M4R82T106   795,613 29,229 SH   SOLE N/A 29,229 0 0
FLEX LTD ORD Y2573F102   2,614,504 85,834 SH   SOLE N/A 85,834 0 0
FLOWSERVE CORP COM 34354P105   5,050,439 122,524 SH   SOLE N/A 122,524 0 0
FLUOR CORP NEW COM 343412102   4,846,778 123,737 SH   SOLE N/A 123,737 0 0
GENERAL ELECTRIC CO COM NEW 369604301   897,111 7,029 SH   SOLE N/A 7,029 0 0
GENERAL MTRS CO COM 37045V100   427,448 11,900 SH Put SOLE N/A 119 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   8,164,859 236,594 SH   SOLE N/A 236,594 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   1,603,410 111,970 SH   SOLE N/A 111,970 0 0
HALLIBURTON CO COM 406216101   764,139 21,138 SH   SOLE N/A 21,138 0 0
HEXCEL CORP NEW COM 428291108   1,238,631 16,795 SH   SOLE N/A 16,795 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   287,156 1,577 SH   SOLE N/A 1,577 0 0
HUBSPOT INC COM 443573100   532,355 917 SH   SOLE N/A 917 0 0
HUNTSMAN CORP COM 447011107   1,830,143 72,827 SH   SOLE N/A 72,827 0 0
ILLINOIS TOOL WKS INC COM 452308109   211,124 806 SH   SOLE N/A 806 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,830,853 5,427 SH   SOLE N/A 5,427 0 0
INVESTMENT MANAGERS SER TR I AXS SHORT INNOV 46144X628   2,180,043 83,977 SH   SOLE N/A 83,977 0 0
ITT INC COM 45073V108   3,480,445 29,169 SH   SOLE N/A 29,169 0 0
JABIL INC COM 466313103   1,567,020 12,300 SH Call SOLE N/A 123 0 0
JAMES HARDIE INDS PLC SPONSORED ADR 47030M106   865,976 22,394 SH   SOLE N/A 22,394 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   438,363 33,591 SH   SOLE N/A 33,591 0 0
JFROG LTD ORD SHS M6191J100   573,695 16,576 SH   SOLE N/A 16,576 0 0
JPMORGAN CHASE & CO COM 46625H100   9,566,594 56,241 SH   SOLE N/A 56,241 0 0
KBR INC COM 48242W106   2,213,297 39,944 SH   SOLE N/A 39,944 0 0
KENVUE INC COM 49177J102   2,424,278 112,600 SH Call SOLE N/A 1,126 0 0
KLA CORP COM NEW 482480100   702,792 1,209 SH   SOLE N/A 1,209 0 0
KOSMOS ENERGY LTD COM 500688106   313,035 46,652 SH   SOLE N/A 46,652 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   640,814 30,838 SH   SOLE N/A 30,838 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   7,363,065 34,959 SH   SOLE N/A 34,959 0 0
LEIDOS HOLDINGS INC COM 525327102   2,625,361 24,255 SH   SOLE N/A 24,255 0 0
LENNAR CORP CL A 526057104   3,153,388 21,158 SH   SOLE N/A 21,158 0 0
LINDE PLC SHS G54950103   16,646,487 40,531 SH   SOLE N/A 40,531 0 0
LOUISIANA PAC CORP COM 546347105   4,333,946 61,188 SH   SOLE N/A 61,188 0 0
LOWES COS INC COM 548661107   275,294 1,237 SH   SOLE N/A 1,237 0 0
LULULEMON ATHLETICA INC COM 550021109   291,435 570 SH   SOLE N/A 570 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   11,887,500 65,377 SH   SOLE N/A 65,377 0 0
MARRIOTT INTL INC NEW CL A 571903202   285,496 1,266 SH   SOLE N/A 1,266 0 0
MARTIN MARIETTA MATLS INC COM 573284106   2,792,898 5,598 SH   SOLE N/A 5,598 0 0
MASCO CORP COM 574599106   889,293 13,277 SH   SOLE N/A 13,277 0 0
MASTEC INC COM 576323109   844,959 11,159 SH   SOLE N/A 11,159 0 0
MASTERCARD INCORPORATED CL A 57636Q104   9,479,185 22,225 SH   SOLE N/A 22,225 0 0
MCDONALDS CORP COM 580135101   9,364,379 31,582 SH   SOLE N/A 31,582 0 0
META PLATFORMS INC CL A 30303M102   10,182,013 28,766 SH   SOLE N/A 28,766 0 0
MICROSOFT CORP COM 594918104   19,037,401 50,626 SH   SOLE N/A 50,626 0 0
MONDAY COM LTD SHS M7S64H106   439,475 2,340 SH   SOLE N/A 2,340 0 0
MONGODB INC CL A 60937P106   3,399,179 8,314 SH   SOLE N/A 8,314 0 0
MOSAIC CO NEW COM 61945C103   1,400,223 39,189 SH   SOLE N/A 39,189 0 0
MP MATERIALS CORP COM CL A 553368101   221,645 11,166 SH   SOLE N/A 11,166 0 0
MURPHY USA INC COM 626755102   397,208 1,114 SH   SOLE N/A 1,114 0 0
NETFLIX INC COM 64110L106   6,762,276 13,889 SH   SOLE N/A 13,889 0 0
NIKE INC CL B 654106103   234,185 2,157 SH   SOLE N/A 2,157 0 0
NORFOLK SOUTHN CORP COM 655844108   2,515,083 10,640 SH   SOLE N/A 10,640 0 0
NOV INC COM 62955J103   977,638 48,207 SH   SOLE N/A 48,207 0 0
NUCOR CORP COM 670346105   974,276 5,598 SH   SOLE N/A 5,598 0 0
NUTANIX INC CL A 67059N108   4,880,642 102,341 SH   SOLE N/A 102,341 0 0
NUTRIEN LTD COM 67077M108   1,123,558 19,946 SH   SOLE N/A 19,946 0 0
NVIDIA CORPORATION COM 67066G104   7,635,302 15,418 SH   SOLE N/A 15,418 0 0
NXP SEMICONDUCTORS N V COM N6596X109   653,440 2,845 SH   SOLE N/A 2,845 0 0
OKTA INC CL A 679295105   2,165,115 23,916 SH   SOLE N/A 23,916 0 0
OLIN CORP COM PAR $1 680665205   1,510,168 27,992 SH   SOLE N/A 27,992 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   278,373 293 SH   SOLE N/A 293 0 0
OVINTIV INC COM 69047Q102   1,238,237 28,193 SH   SOLE N/A 28,193 0 0
PACCAR INC COM 693718108   3,280,161 33,591 SH   SOLE N/A 33,591 0 0
PACKAGING CORP AMER COM 695156109   12,194,791 74,856 SH   SOLE N/A 74,856 0 0
PACKAGING CORP AMER COM 695156109   40,124,733 246,300 SH Call SOLE N/A 2,463 0 0
PARKER-HANNIFIN CORP COM 701094104   2,703,388 5,868 SH   SOLE N/A 5,868 0 0
PAYPAL HLDGS INC COM 70450Y103   2,530,706 41,210 SH   SOLE N/A 41,210 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   258,091 1,764 SH   SOLE N/A 1,764 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   373,864 27,490 SH   SOLE N/A 27,490 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   3,046,400 224,000 SH Call SOLE N/A 2,240 0 0
PG&E CORP COM 69331C108   6,976,312 386,928 SH   SOLE N/A 386,928 0 0
PHILLIPS 66 COM 718546104   761,960 5,723 SH   SOLE N/A 5,723 0 0
PINTEREST INC CL A 72352L106   2,484,643 67,080 SH   SOLE N/A 67,080 0 0
PPG INDS INC COM 693506107   3,349,023 22,394 SH   SOLE N/A 22,394 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   2,417,024 34,918 SH   SOLE N/A 34,918 0 0
PROGRESSIVE CORP COM 743315103   7,106,118 44,614 SH   SOLE N/A 44,614 0 0
QORVO INC COM 74736K101   8,205,778 72,869 SH   SOLE N/A 72,869 0 0
QUALCOMM INC COM 747525103   7,882,624 54,502 SH   SOLE N/A 54,502 0 0
QUANTA SVCS INC COM 74762E102   702,213 3,254 SH   SOLE N/A 3,254 0 0
RAMBUS INC DEL COM 750917106   3,086,743 45,227 SH   SOLE N/A 45,227 0 0
RAPID7 INC COM 753422104   503,108 8,811 SH   SOLE N/A 8,811 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   17,702,346 63,295 SH   SOLE N/A 63,295 0 0
REPUBLIC SVCS INC COM 760759100   2,769,663 16,795 SH   SOLE N/A 16,795 0 0
RIO TINTO PLC SPONSORED ADR 767204100   3,385,026 45,461 SH   SOLE N/A 45,461 0 0
ROPER TECHNOLOGIES INC COM 776696106   7,521,165 13,796 SH   SOLE N/A 13,796 0 0
SALESFORCE INC COM 79466L302   14,569,799 55,369 SH   SOLE N/A 55,369 0 0
SEADRILL 2021 LTD COM G7997W102   322,308 6,817 SH   SOLE N/A 6,817 0 0
SEALED AIR CORP NEW COM 81211K100   2,044,572 55,985 SH   SOLE N/A 55,985 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   290,422 3,464 SH   SOLE N/A 3,464 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   4,032,600 55,985 SH   SOLE N/A 55,985 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   7,068,575 51,830 SH   SOLE N/A 51,830 0 0
SERVICENOW INC COM 81762P102   276,944 392 SH   SOLE N/A 392 0 0
SHERWIN WILLIAMS CO COM 824348106   15,603,109 50,026 SH   SOLE N/A 50,026 0 0
SKECHERS U S A INC CL A 830566105   1,561,492 25,048 SH   SOLE N/A 25,048 0 0
SMITH A O CORP COM 831865209   1,846,161 22,394 SH   SOLE N/A 22,394 0 0
SNOWFLAKE INC CL A 833445109   321,982 1,618 SH   SOLE N/A 1,618 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   98,830,840 312,000 SH   SOLE N/A 312,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,934,272 20,937 SH   SOLE N/A 20,937 0 0
STEEL DYNAMICS INC COM 858119100   3,915,606 33,155 SH   SOLE N/A 33,155 0 0
SUMMIT MATLS INC CL A 86614U100   3,029,648 78,774 SH   SOLE N/A 78,774 0 0
SUNCOR ENERGY INC NEW COM 867224107   988,050 30,838 SH   SOLE N/A 30,838 0 0
TECK RESOURCES LTD CL B 878742204   1,419,892 33,591 SH   SOLE N/A 33,591 0 0
TEXAS ROADHOUSE INC COM 882681109   4,240,525 34,693 SH   SOLE N/A 34,693 0 0
THE CIGNA GROUP COM 125523100   633,037 2,114 SH   SOLE N/A 2,114 0 0
THE REALREAL INC COM 88339P101   270,072 134,364 SH   SOLE N/A 134,364 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   401,277 756 SH   SOLE N/A 756 0 0
TIDEWATER INC NEW COM 88642R109   1,383,935 19,192 SH   SOLE N/A 19,192 0 0
TOPBUILD CORP COM 89055F103   837,968 2,239 SH   SOLE N/A 2,239 0 0
TRANSDIGM GROUP INC COM 893641100   1,132,992 1,120 SH   SOLE N/A 1,120 0 0
TRANSOCEAN LTD REG SHS H8817H100   1,308,945 206,133 SH   SOLE N/A 206,133 0 0
TRINSEO PLC SHS G9059U107   702,887 83,977 SH   SOLE N/A 83,977 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   396,367 27,992 SH   SOLE N/A 27,992 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,881,145 128,003 SH   SOLE N/A 128,003 0 0
UNION PAC CORP COM 907818108   9,037,588 36,795 SH   SOLE N/A 36,795 0 0
UNITED PARCEL SERVICE INC CL B 911312106   4,685,454 29,800 SH Put SOLE N/A 298 0 0
UNITEDHEALTH GROUP INC COM 91324P102   404,329 768 SH   SOLE N/A 768 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   399,088 2,618 SH   SOLE N/A 2,618 0 0
UPWORK INC COM 91688F104   1,103,532 74,212 SH   SOLE N/A 74,212 0 0
VALARIS LTD CL A G9460G101   612,124 8,927 SH   SOLE N/A 8,927 0 0
VALERO ENERGY CORP COM 91913Y100   377,520 2,904 SH   SOLE N/A 2,904 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   901,013 2,911 SH   SOLE N/A 2,911 0 0
VARONIS SYS INC COM 922280102   1,536,215 33,927 SH   SOLE N/A 33,927 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   8,780,669 232,909 SH   SOLE N/A 232,909 0 0
WABTEC COM 929740108   2,557,670 20,155 SH   SOLE N/A 20,155 0 0
WASTE CONNECTIONS INC COM 94106B101   4,178,366 27,992 SH   SOLE N/A 27,992 0 0
WAYFAIR INC CL A 94419L101   1,137,810 18,441 SH   SOLE N/A 18,441 0 0
WENDYS CO COM 95058W100   1,837,159 94,310 SH   SOLE N/A 94,310 0 0
WESTERN DIGITAL CORP. COM 958102105   693,588 13,244 SH   SOLE N/A 13,244 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   5,899,752 24,460 SH   SOLE N/A 24,460 0 0
XYLEM INC COM 98419M100   1,920,676 16,795 SH   SOLE N/A 16,795 0 0
ZSCALER INC COM 98980G102   743,555 3,356 SH   SOLE N/A 3,356 0 0