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
Expires: July 31, 2015
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
10X GENOMICS INC CL A COM 88025U109 1,556,604 40,600 SH SOLE 40,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107 37,991,514 65,400 SH Call SOLE 0 0 0
ALPHABET INC CAP STK CL A 02079K305 9,091,493 25,440 SH SOLE 25,440 0 0
AMAZON COM INC COM 023135106 1,692,214 7,100 SH SOLE 7,100 0 0
AMAZON COM INC COM 023135106 13,942,890 58,500 SH Call SOLE 0 0 0
ARAMARK COM 03852U106 14,663,130 257,700 SH SOLE 257,700 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,613,860 9,500 SH SOLE 9,500 0 0
ARROW ELECTRS INC COM 042735100 5,057,817 23,700 SH SOLE 23,700 0 0
ATI INC COM 01741R102 16,178,165 82,081 SH SOLE 82,081 0 0
BARCLAYS PLC ADR 06738E204 996,506 37,100 SH SOLE 37,100 0 0
BLOOM ENERGY CORP COM CL A 093712107 1,483,230 4,900 SH SOLE 4,900 0 0
BRUKER CORP COM 116794108 3,002,982 49,900 SH SOLE 49,900 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 3,007,350 41,000 SH SOLE 41,000 0 0
CDW CORP COM 12514G108 6,230,352 44,300 SH SOLE 44,300 0 0
CELESTICA INC COM 15101Q207 2,042,880 5,600 SH SOLE 5,600 0 0
CHARLES RIV LABS INTL INC COM 159864107 4,830,627 21,300 SH SOLE 21,300 0 0
CIENA CORP COM NEW 171779309 2,904,115 5,920 SH SOLE 5,920 0 0
CIPHER DIGITAL INC COM 17253J106 1,053,500 43,000 SH SOLE 43,000 0 0
CIPHER DIGITAL INC COM 17253J106 8,575,000 350,000 SH Call SOLE 0 0 0
CITIGROUP INC COM NEW 172967424 1,861,468 13,300 SH SOLE 13,300 0 0
COHERENT CORP COM 19247G107 4,007,815 10,160 SH SOLE 10,160 0 0
CRANE COMPANY COMMON STOCK 224408104 1,003,815 4,500 SH SOLE 4,500 0 0
CSX CORP COM 126408103 44,677,154 939,978 SH SOLE 939,978 0 0
CURTISS WRIGHT CORP COM 231561101 2,485,453 3,280 SH SOLE 3,280 0 0
DATADOG INC CL A COM 23804L103 4,596,656 17,655 SH SOLE 17,655 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 5,380,162 34,262 SH SOLE 34,262 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 14,235,101 97,009 SH SOLE 97,009 0 0
ELI LILLY & CO COM 532457108 7,964,215 6,640 SH SOLE 6,640 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 2,022,460 31,700 SH SOLE 31,700 0 0
ESCO TECHNOLOGIES INC COM 296315104 8,036,918 22,960 SH SOLE 22,960 0 0
FLEX LTD ORD Y2573F102 7,082,459 43,700 SH SOLE 43,700 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 1,502,634 26,900 SH SOLE 26,900 0 0
FORTINET INC COM 34959E109 3,978,758 25,900 SH SOLE 25,900 0 0
FOX CORP CL A COM 35137L105 2,514,112 48,200 SH SOLE 48,200 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 5,900,556 71,600 SH SOLE 71,600 0 0
HOWMET AEROSPACE INC COM 443201108 8,957,609 33,317 SH SOLE 33,317 0 0
HUT 8 CORP COM 44812J104 4,987,224 43,200 SH SOLE 43,200 0 0
HUT 8 CORP COM 44812J104 8,912,354 77,200 SH Call SOLE 0 0 0
HYATT HOTELS CORP COM CL A 448579102 5,136,760 26,500 SH SOLE 26,500 0 0
IDEX CORP COM 45167R104 2,156,025 9,500 SH SOLE 9,500 0 0
INNIO NV ORDINARY SHARES N52A8C105 5,651,695 142,900 SH SOLE 142,900 0 0
INSIGHT ENTERPRISES INC COM 45765U103 2,533,440 20,800 SH SOLE 20,800 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106 11,244,072 421,600 SH SOLE 421,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 110,460,000 150,000 SH Put SOLE 150,000 0 0
JABIL INC COM 466313103 22,692,051 58,867 SH SOLE 58,867 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 9,920,638 127,400 SH SOLE 127,400 0 0
KODIAK GAS SVCS INC COM 50012A108 29,439,991 391,854 SH SOLE 391,854 0 0
KONTOOR BRANDS INC COM 50050N103 2,041,830 24,500 SH SOLE 24,500 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 2,131,136 22,400 SH SOLE 22,400 0 0
LITTELFUSE INC COM 537008104 1,967,026 4,320 SH SOLE 4,320 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,538,124 8,400 SH SOLE 8,400 0 0
LUMENTUM HLDGS INC COM 55024U109 4,032,882 4,700 SH Call SOLE 0 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,065,036 2,800 SH SOLE 2,800 0 0
MADISON AIR SOLUTIONS CORP COM SHS CL A 55658T105 3,143,400 80,600 SH SOLE 80,600 0 0
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 1,528,821 18,900 SH SOLE 18,900 0 0
MAPLEBEAR INC COM 565394103 2,500,080 52,800 SH SOLE 52,800 0 0
MARATHON PETE CORP COM 56585A102 2,566,415 10,038 SH SOLE 10,038 0 0
MARATHON PETE CORP COM 56585A102 22,089,888 86,400 SH Call SOLE 0 0 0
MARVELL TECHNOLOGY INC COM 573874104 3,723,625 12,500 SH SOLE 12,500 0 0
MASTEC INC COM 576323109 11,334,723 27,243 SH SOLE 27,243 0 0
MATSON INC COM 57686G105 8,806,825 45,814 SH SOLE 45,814 0 0
MICRON TECHNOLOGY INC COM 595112103 2,077,722 1,800 SH SOLE 1,800 0 0
MICRON TECHNOLOGY INC COM 595112103 16,737,205 14,500 SH Call SOLE 0 0 0
MKS INC. COM 55306N104 5,648,960 12,700 SH SOLE 12,700 0 0
MORGAN STANLEY COM NEW 617446448 982,488 4,700 SH SOLE 4,700 0 0
NATERA INC COM 632307104 18,811,485 69,300 SH SOLE 69,300 0 0
NIKE INC CL B 654106103 4,105,000 100,000 SH Put SOLE 100,000 0 0
NOKIA CORP SPONSORED ADR 654902204 3,082,726 232,133 SH SOLE 232,133 0 0
NOKIA CORP SPONSORED ADR 654902204 7,199,088 542,100 SH Call SOLE 0 0 0
NVENT ELEC PLC SHS G6700G107 8,838,377 52,110 SH SOLE 52,110 0 0
OKTA INC CL A 679295105 3,506,765 25,700 SH SOLE 25,700 0 0
OWENS CORNING NEW COM 690742101 1,700,872 10,700 SH SOLE 10,700 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 12,855,850 115,000 SH SOLE 115,000 0 0
QUANTA SVCS INC COM 74762E102 17,089,429 23,734 SH SOLE 23,734 0 0
REVVITY INC COM 714046109 1,502,010 13,500 SH SOLE 13,500 0 0
ROSS STORES INC COM 778296103 8,427,370 39,593 SH SOLE 39,593 0 0
SANDISK CORP COM 80004C200 3,456,070 1,520 SH SOLE 1,520 0 0
SANDISK CORP COM 80004C200 26,147,895 11,500 SH Call SOLE 0 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 13,355,600 13,840 SH SOLE 13,840 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 25,476,000 26,400 SH Call SOLE 0 0 0
SNOWFLAKE INC COM SHS 833445109 3,835,315 15,070 SH SOLE 15,070 0 0
SNOWFLAKE INC COM SHS 833445109 8,144,000 32,000 SH Call SOLE 0 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 7,952,034 101,429 SH SOLE 101,429 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102 8,860,520 51,208 SH SOLE 51,208 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 9,836,577 131,347 SH SOLE 131,347 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 4,271,864 8,945 SH SOLE 8,945 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 26,743,920 56,000 SH Call SOLE 0 0 0
TD SYNNEX CORPORATION COM 87162W100 7,378,584 27,600 SH SOLE 27,600 0 0
TECHNIPFMC PLC COM G87110105 8,559,662 129,105 SH SOLE 129,105 0 0
TECHNIPFMC PLC COM G87110105 16,575,000 250,000 SH Call SOLE 0 0 0
TEXAS INSTRS INC COM 882508104 15,022,728 50,400 SH SOLE 50,400 0 0
TIMKEN CO COM 887389104 16,493,820 113,500 SH SOLE 113,500 0 0
TREX INC COM 89531P105 4,698,756 93,900 SH SOLE 93,900 0 0
TWILIO INC CL A 90138F102 6,107,368 29,600 SH SOLE 29,600 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,059,037 7,360 SH SOLE 7,360 0 0
VALERO ENERGY CORP COM 91913Y100 6,937,080 26,636 SH SOLE 26,636 0 0
VENTAS INC COM 92276F100 7,210,560 81,200 SH SOLE 81,200 0 0
VIASAT INC COM 92552V100 3,008,635 33,500 SH SOLE 33,500 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 9,975,051 95,300 SH SOLE 95,300 0 0
WABTEC COM 929740108 18,631,247 69,107 SH SOLE 69,107 0 0
WATERS CORP COM 941848103 2,010,214 5,360 SH SOLE 5,360 0 0
WELLTOWER INC COM 95040Q104 5,787,735 25,500 SH SOLE 25,500 0 0
WESTERN DIGITAL CORP COM 958102105 12,314,522 19,280 SH SOLE 19,280 0 0