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
3M CO COM 88579Y101 10,370,497 64,051 SH SOLE 0 64,051 0 0
ACCENDRA HEALTH INC COM 690732102 1,446,971 423,091 SH SOLE 0 423,091 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 634,644 5,100 SH SOLE 0 5,100 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 15,191,013 244,150 SH SOLE 0 244,150 0 0
ADVANCED MICRO DEVICES INC COM 007903107 18,038,417 31,052 SH SOLE 0 31,052 0 0
AGI INC COM SHS CL A G0118C105 195,649 27,634 SH SOLE 0 27,634 0 0
ALCOA CORP COM 013872106 1,517,691 29,108 SH SOLE 0 29,108 0 0
ALIGHT INC COM CL A 01626W101 3,547,993 6,335,701 SH SOLE 0 6,335,701 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 2,374,460 34,106 SH SOLE 0 34,106 0 0
ALLSTATE CORP COM 020002101 227,947 958 SH SOLE 0 958 0 0
ALLY FINL INC COM 02005N100 11,714,953 254,950 SH SOLE 0 254,950 0 0
ALMONTY INDS INC COM NEW 020398707 1,829,267 110,463 SH SOLE 0 110,463 0 0
ALPHABET INC CAP STK CL A 02079K305 4,949,217 13,849 SH SOLE 0 13,849 0 0
ALPHABET INC CAP STK CL C 02079K107 31,799,700 90,000 SH SOLE 0 90,000 0 0
AMAZON COM INC COM 023135106 34,894,644 146,407 SH SOLE 0 146,407 0 0
AMER SPORTS INC COM SHS G0260P102 7,472,684 220,824 SH SOLE 0 220,824 0 0
AMEREN CORP COM 023608102 10,103,402 89,379 SH SOLE 0 89,379 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 3,431,493 189,900 SH SOLE 0 189,900 0 0
AMERICAN ELEC PWR CO INC COM 025537101 17,559,974 128,353 SH SOLE 0 128,353 0 0
AMERICAN TOWER CORP COM 03027X100 291,318 1,781 SH SOLE 0 1,781 0 0
AMERIPRISE FINL INC COM 03076C106 5,713,397 12,454 SH SOLE 0 12,454 0 0
AMETEK INC COM 031100100 5,845,270 24,160 SH SOLE 0 24,160 0 0
AMRIZE LTD SHS H2927K103 6,070,444 113,892 SH SOLE 0 113,892 0 0
APPLE INC COM 037833100 22,416,430 77,469 SH SOLE 0 77,469 0 0
APPLIED MATLS INC COM 038222105 12,952,545 17,915 SH SOLE 0 17,915 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 3,519,979 58,452 SH SOLE 0 58,452 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,570,031 9,242 SH SOLE 0 9,242 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 1,365,095 3,850 SH SOLE 0 3,850 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 29,841,600 15,000 SH SOLE 0 15,000 0 0
ATLASSIAN CORPORATION CL A 049468101 6,615,417 85,042 SH SOLE 0 85,042 0 0
AUTOZONE INC COM 053332102 1,789,726 560 SH SOLE 0 560 0 0
AXOS FINANCIAL INC COM 05465C100 3,408,650 35,000 SH SOLE 0 35,000 0 0
BANCORP INC DEL COM 05969A105 3,006,720 48,000 SH SOLE 0 48,000 0 0
BANK OF AMER CORP COM 060505104 4,917,032 86,294 SH SOLE 0 86,294 0 0
BANKUNITED INC COM 06652K103 15,261,750 315,000 SH SOLE 0 315,000 0 0
BANNER CORP COM NEW 06652V208 2,823,700 42,500 SH SOLE 0 42,500 0 0
BARRICK MNG CORP COM SHS 06849F108 7,346,000 200,000 SH SOLE 0 200,000 0 0
BBB FOODS INC CL A COM G0896C103 3,125,250 75,000 SH SOLE 0 75,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 2,673,165 95,300 SH SOLE 0 95,300 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 1,963,464 151,736 SH SOLE 0 151,736 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 1,745,469 40,564 SH SOLE 0 40,564 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 7,008,589 441,625 SH SOLE 0 441,625 0 0
BLACK HILLS CORP COM 092113109 16,025,834 215,401 SH SOLE 0 215,401 0 0
BLACKSTONE INC COM 09260D107 25,428,487 216,100 SH SOLE 0 216,100 0 0
BLOCK INC CL A 852234103 324,520 4,270 SH SOLE 0 4,270 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 5,937,584 678,581 SH SOLE 0 678,581 0 0
BOBS DISC FURNITURE INC COM SHS 09681N106 1,582,000 100,000 SH SOLE 0 100,000 0 0
BRINKER INTL INC COM 109641100 5,717,208 34,031 SH SOLE 0 34,031 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 250,647 4,350 SH SOLE 0 4,350 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 5,115,210 82,824 SH SOLE 0 82,824 0 0
CALLAWAY GOLF CO COM 131193104 2,692,588 143,299 SH SOLE 0 143,299 0 0
CAMECO CORP COM 13321L108 6,906,108 67,800 SH SOLE 0 67,800 0 0
CANNAE HLDGS INC COM 13765N107 1,022,616 71,015 SH SOLE 0 71,015 0 0
CAPITAL ONE FINL CORP COM 14040H105 16,650,858 82,997 SH SOLE 0 82,997 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 11,717,744 631,004 SH SOLE 0 631,004 0 0
CARMAX INC COM 143130102 1,771,815 33,500 SH SOLE 0 33,500 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 5,555,822 75,744 SH SOLE 0 75,744 0 0
CARTERS INC COM 146229109 2,469,600 60,000 SH SOLE 0 60,000 0 0
CATERPILLAR INC COM 149123101 12,480,628 11,720 SH SOLE 0 11,720 0 0
CAVA GROUP INC COM 148929102 919,236 11,713 SH SOLE 0 11,713 0 0
CENTERPOINT ENERGY INC COM 15189T107 16,932,103 384,471 SH SOLE 0 384,471 0 0
CENTRAL BANCOMPANY COM CL A 152413100 1,680,318 55,310 SH SOLE 0 55,310 0 0
CENTURY ALUM CO COM 156431108 24,070,684 523,162 SH SOLE 0 523,162 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 14,965,678 67,718 SH SOLE 0 67,718 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 8,532,600 60,000 SH SOLE 0 60,000 0 0
CHUBB LIMITED COM H1467J104 390,488 1,146 SH SOLE 0 1,146 0 0
CI&T INC COM CL A G21307106 6,047,621 1,810,665 SH SOLE 0 1,810,665 0 0
CIENA CORP COM NEW 171779309 6,822,708 13,908 SH SOLE 0 13,908 0 0
CLARIVATE PLC ORD SHS G21810109 21,690,390 10,041,847 SH SOLE 0 10,041,847 0 0
CLOUDFLARE INC CL A COM 18915M107 3,701,030 15,089 SH SOLE 0 15,089 0 0
CNH INDL N V SHS N20944109 250,328 22,291 SH SOLE 0 22,291 0 0
COGNEX CORP COM 192422103 1,608,303 22,208 SH SOLE 0 22,208 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 677,775 17,500 SH SOLE 0 17,500 0 0
COHERENT CORP COM 19247G107 1,972,350 5,000 SH SOLE 0 5,000 0 0
COLUMBIA BKG SYS INC COM 197236102 12,176,853 379,933 SH SOLE 0 379,933 0 0
COMFORT SYS USA INC COM 199908104 13,683,383 6,904 SH SOLE 0 6,904 0 0
CONNECTONE BANCORP INC COM 20786W107 5,684,800 170,000 SH SOLE 0 170,000 0 0
CONSOLIDATED EDISON INC COM 209115104 18,830,222 170,209 SH SOLE 0 170,209 0 0
COREWEAVE INC COM CL A 21873S108 2,333,815 23,446 SH SOLE 0 23,446 0 0
CORNING INC COM 219350105 18,625,700 72,919 SH SOLE 0 72,919 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1,501,164 5,520 SH SOLE 0 5,520 0 0
CRH PLC ORD G25508105 5,798,758 54,194 SH SOLE 0 54,194 0 0
CROCS INC COM 227046109 2,973,535 24,648 SH SOLE 0 24,648 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,726,699 3,573 SH SOLE 0 3,573 0 0
CUMMINS INC COM 231021106 5,272,762 7,393 SH SOLE 0 7,393 0 0
CURBLINE PPTYS CORP COM 23128Q101 3,040,000 100,000 SH SOLE 0 100,000 0 0
CURTISS WRIGHT CORP COM 231561101 12,556,841 16,571 SH SOLE 0 16,571 0 0
DATADOG INC CL A COM 23804L103 15,859,829 60,915 SH SOLE 0 60,915 0 0
DEERE & CO COM 244199105 8,928,195 14,075 SH SOLE 0 14,075 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,661,121 3,850 SH SOLE 0 3,850 0 0
DELTA AIR LINES INC COM NEW 247361702 3,465,420 37,000 SH SOLE 0 37,000 0 0
DICKS SPORTING GOODS INC COM 253393102 10,729,247 47,305 SH SOLE 0 47,305 0 0
DIGITAL RLTY TR INC COM 253868103 9,143,495 50,916 SH SOLE 0 50,916 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 9,954,603 63,393 SH SOLE 0 63,393 0 0
DOORDASH INC CL A 25809K105 235,645 1,277 SH SOLE 0 1,277 0 0
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 3,316,505 67,601 SH SOLE 0 67,601 0 0
DYNATRACE INC COM NEW 268150109 2,714,033 61,809 SH SOLE 0 61,809 0 0
EAGLE MATLS INC COM 26969P108 7,113,825 31,617 SH SOLE 0 31,617 0 0
ECHOSTAR CORP CL A 278768106 32,553,791 320,727 SH SOLE 0 320,727 0 0
ECOLAB INC COM 278865100 40,358,330 144,856 SH SOLE 0 144,856 0 0
ELEMENT SOLUTIONS INC COM 28618M106 8,837,570 185,080 SH SOLE 0 185,080 0 0
ELI LILLY & CO COM 532457108 1,170,644 976 SH SOLE 0 976 0 0
ELMET GROUP CO (THE) COMMON STOCK 289395105 1,184,400 60,000 SH SOLE 0 60,000 0 0
ENLIGHT RENEWABLE ENERGY LTD SHS M4056D110 4,915,862 55,222 SH SOLE 0 55,222 0 0
ENTERGY CORP NEW COM 29364G103 15,246,287 132,738 SH SOLE 0 132,738 0 0
EPAM SYS INC COM 29414B104 3,277,155 41,300 SH SOLE 0 41,300 0 0
EVE HLDG INC COM 29970N104 9,252,211 3,686,140 SH SOLE 0 3,686,140 0 0
EVERCORE INC CLASS A 29977A105 8,023,157 23,498 SH SOLE 0 23,498 0 0
EVERGY INC COM 30034W106 11,919,993 137,915 SH SOLE 0 137,915 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 554,640 2,337 SH SOLE 0 2,337 0 0
FERVO ENERGY CO CL A COM 31556C106 12,602,427 431,147 SH SOLE 0 431,147 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 2,323,011 136,970 SH SOLE 0 136,970 0 0
FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF 33736G106 9,656,144 386,555 SH SOLE 0 386,555 0 0
FIVE BELOW INC COM 33829M101 2,079,991 11,569 SH SOLE 0 11,569 0 0
FLAGSTAR BANK NATIONAL ASSOC COM NEW 649445400 15,238,800 1,020,000 SH SOLE 0 1,020,000 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 17,921,229 320,824 SH SOLE 0 320,824 0 0
FREEPORT MCMORAN INC CL B 35671D857 5,163,206 82,099 SH SOLE 0 82,099 0 0
FRESHWORKS INC CLASS A COM 358054104 4,272,846 422,218 SH SOLE 0 422,218 0 0
GENERAC HLDGS INC COM 368736104 24,248,767 82,814 SH SOLE 0 82,814 0 0
GERDAU SA SPON ADR REP PFD 373737105 7,395,176 1,830,489 SH SOLE 0 1,830,489 0 0
GILDAN ACTIVEWEAR INC COM 375916103 13,336,742 258,464 SH SOLE 0 258,464 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 19,525,160 446,800 SH SOLE 0 446,800 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 20,196,240 258,000 SH SOLE 0 258,000 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 34,878,956 453,150 SH SOLE 0 453,150 0 0
GLOBANT S A COM L44385109 8,059,414 278,487 SH SOLE 0 278,487 0 0
GLOBE LIFE INC COM 37959E102 201,551 1,128 SH SOLE 0 1,128 0 0
H2O AMERICA COM 784305104 11,291,431 185,806 SH SOLE 0 185,806 0 0
HASBRO INC COM 418056107 1,969,606 23,848 SH SOLE 0 23,848 0 0
HERBALIFE LTD COM SHS G4412G101 1,052,000 80,000 SH SOLE 0 80,000 0 0
HERSHEY CO COM 427866108 1,587,823 9,050 SH SOLE 0 9,050 0 0
HP INC COM 40434L105 1,451,419 66,154 SH SOLE 0 66,154 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,988,557 27,601 SH SOLE 0 27,601 0 0
HUNTINGTON BANCSHARES INC COM 446150104 6,074,192 342,594 SH SOLE 0 342,594 0 0
HUT 8 CORP COM 44812J104 12,752,401 110,463 SH SOLE 0 110,463 0 0
HYPERLIQUID STRATEGIES INC COM 44916Y106 6,516,738 828,048 SH SOLE 0 828,048 0 0
IDACORP INC COM 451107106 14,461,557 95,582 SH SOLE 0 95,582 0 0
IHEARTMEDIA INC COM CL A 45174J509 6,750,169 1,573,466 SH SOLE 0 1,573,466 0 0
INFOSYS LTD SPONSORED ADR 456788108 791,995 75,500 SH SOLE 0 75,500 0 0
INNIO NV ORDINARY SHARES N52A8C105 12,656,000 320,000 SH SOLE 0 320,000 0 0
INTEL CORP COM 458140100 1,815,190 13,000 SH SOLE 0 13,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 10,636,581 86,399 SH SOLE 0 86,399 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 12,419,874 156,777 SH SOLE 0 156,777 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 90,577,200 123,000 SH Put SOLE 0 123,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 51,750,000 1,500,000 SH Call SOLE 0 1,500,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 51,750,000 1,500,000 SH Put SOLE 0 1,500,000 0 0
ISHARES TR CORE S&P500 ETF 464287200 818,777,164 1,093,321 SH SOLE 0 1,093,321 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 16,347,801 238,968 SH SOLE 0 238,968 0 0
ISHARES TR ISHARES SEMICDTR 464287523 32,038,000 50,000 SH Put SOLE 0 50,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 180,270,000 600,000 SH Put SOLE 0 600,000 0 0
JANUS LIVING INC CL A-1 471024109 5,779,786 201,106 SH SOLE 0 201,106 0 0
JBS N.V. CL A SHS N4732M103 1,372,586 115,830 SH SOLE 0 115,830 0 0
KEURIG DR PEPPER INC COM 49271V100 2,160,180 66,000 SH SOLE 0 66,000 0 0
KEYCORP COM 493267108 356,330 15,459 SH SOLE 0 15,459 0 0
KINROSS GOLD CORP COM 496902404 6,060,845 256,598 SH SOLE 0 256,598 0 0
KLAVIYO INC COM SER A 49845K101 4,432,832 293,565 SH SOLE 0 293,565 0 0
KROGER CO COM 501044101 3,364,674 60,592 SH SOLE 0 60,592 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 548,053 1,886 SH SOLE 0 1,886 0 0
LAM RESEARCH CORP COM NEW 512807306 623,562 1,439 SH SOLE 0 1,439 0 0
LATAM AIRLINES GROUP SA SPONSORED ADR 51817R205 466,160 8,000 SH SOLE 0 8,000 0 0
LAUDER ESTEE COS INC CL A 518439104 1,935,775 24,519 SH SOLE 0 24,519 0 0
LEGENCE CORP CL A 52476L109 8,523,000 100,000 SH SOLE 0 100,000 0 0
LENNAR CORP CL A 526057104 780,024 8,620 SH SOLE 0 8,620 0 0
LINDE PLC SHS G54950103 3,562,523 6,865 SH SOLE 0 6,865 0 0
LOANDEPOT INC COM CL A 53946R106 1,434,730 1,147,784 SH SOLE 0 1,147,784 0 0
LOWES COS INC COM 548661107 3,308,452 15,005 SH SOLE 0 15,005 0 0
LPL FINL HLDGS INC COM 50212V100 6,293,013 22,341 SH SOLE 0 22,341 0 0
LUMENTUM HLDGS INC COM 55024U109 998,782 1,164 SH SOLE 0 1,164 0 0
MACYS INC COM 55616P104 1,490,197 63,278 SH SOLE 0 63,278 0 0
MADISON AIR SOLUTIONS CORP COM SHS CL A 55658T105 7,800,000 200,000 SH SOLE 0 200,000 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 2,750,760 27,000 SH SOLE 0 27,000 0 0
MASTEC INC COM 576323109 223,424 537 SH SOLE 0 537 0 0
MATCH GROUP INC NEW COM 57667L107 1,894,852 49,799 SH SOLE 0 49,799 0 0
MEDLINE INC COM CL A 58507V107 27,213,600 690,000 SH SOLE 0 690,000 0 0
MICRON TECHNOLOGY INC COM 595112103 45,259,711 39,210 SH SOLE 0 39,210 0 0
MICRON TECHNOLOGY INC COM 595112103 248,172,350 215,000 SH Put SOLE 0 215,000 0 0
MICROSOFT CORP COM 594918104 43,252,042 115,951 SH SOLE 0 115,951 0 0
MICROSOFT CORP COM 594918104 37,302,000 100,000 SH Call SOLE 0 100,000 0 0
MKS INC. COM 55306N104 12,344,979 27,754 SH SOLE 0 27,754 0 0
MOODYS CORP COM 615369105 613,254 1,354 SH SOLE 0 1,354 0 0
MOOG INC CL A 615394202 1,441,056 3,400 SH SOLE 0 3,400 0 0
MORGAN STANLEY COM NEW 617446448 8,507,928 40,700 SH SOLE 0 40,700 0 0
MOSAIC CO COM 61945C103 18,499,993 873,053 SH SOLE 0 873,053 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 486,305 1,171 SH SOLE 0 1,171 0 0
MSC INDL DIRECT INC CL A 553530106 9,171,283 77,102 SH SOLE 0 77,102 0 0
MURPHY USA INC COM 626755102 1,568,651 2,911 SH SOLE 0 2,911 0 0
NEXTPOWER INC CLASS A COM 65290E101 8,308,704 69,739 SH SOLE 0 69,739 0 0
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 6,006,196 83,862 SH SOLE 0 83,862 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 901,800 67,500 SH SOLE 0 67,500 0 0
NUCOR CORP COM 670346105 14,210,559 63,796 SH SOLE 0 63,796 0 0
NUTANIX INC CL A 67059N108 22,958,805 450,526 SH SOLE 0 450,526 0 0
NVIDIA CORPORATION COM 67066G104 4,494,622 22,463 SH SOLE 0 22,463 0 0
OKTA INC CL A 679295105 3,521,911 25,811 SH SOLE 0 25,811 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,229,020 13,000 SH SOLE 0 13,000 0 0
ONTO INNOVATION INC COM 683344105 401,535 1,061 SH SOLE 0 1,061 0 0
OPTIMUM COMMUNICATIONS INC CL A 02156K103 12,174,110 8,395,938 SH SOLE 0 8,395,938 0 0
OPTIMUM COMMUNICATIONS INC CL A 02156K103 5,800,000 4,000,000 SH Call SOLE 0 4,000,000 0 0
ORACLE CORP COM 68389X105 1,746,436 11,917 SH SOLE 0 11,917 0 0
OSHKOSH CORP COM 688239201 4,501,108 29,327 SH SOLE 0 29,327 0 0
OUSTER INC COM NEW 68989M202 4,126,320 66,000 SH SOLE 0 66,000 0 0
PAN AMERN SILVER CORP COM 697900108 1,009,029 22,528 SH SOLE 0 22,528 0 0
PARKER-HANNIFIN CORP COM 701094104 23,500,311 24,026 SH SOLE 0 24,026 0 0
PAYLOCITY HLDG CORP COM 70438V106 7,724,558 73,898 SH SOLE 0 73,898 0 0
PEABODY ENGR CORP COM 704551100 3,583,600 155,000 SH SOLE 0 155,000 0 0
PG&E CORP COM 69331C108 9,873,660 587,019 SH SOLE 0 587,019 0 0
PHILIP MORRIS INTL INC COM 718172109 2,596,059 14,350 SH SOLE 0 14,350 0 0
PINNACLE FINL PARTNERS INC COM 72348N109 12,351,949 122,442 SH SOLE 0 122,442 0 0
PLANET FITNESS MASTER ISSUER CL A 72703H101 8,407,769 161,161 SH SOLE 0 161,161 0 0
PLANET FITNESS MASTER ISSUER CL A 72703H101 36,519,000 700,000 SH Call SOLE 0 700,000 0 0
POLARIS INC COM 731068102 2,521,672 36,845 SH SOLE 0 36,845 0 0
PPG INDS INC COM 693506107 3,020,727 24,905 SH SOLE 0 24,905 0 0
PPL CORP COM 69351T106 13,525,690 372,096 SH SOLE 0 372,096 0 0
PRICE T ROWE GROUP INC COM 74144T108 5,864,812 51,586 SH SOLE 0 51,586 0 0
PROSPERITY BANCSHARES INC COM 743606105 8,465,492 115,918 SH SOLE 0 115,918 0 0
QUALCOMM INC COM 747525103 2,146,705 11,617 SH SOLE 0 11,617 0 0
QUALCOMM INC COM 747525103 18,479,000 100,000 SH Call SOLE 0 100,000 0 0
QUALYS INC COM 74758T303 4,211,044 30,628 SH SOLE 0 30,628 0 0
QUANTINUUM INC CL A COM 74768A104 10,462,720 128,000 SH SOLE 0 128,000 0 0
QXO INC COM NEW 82846H405 8,640,000 500,000 SH Call SOLE 0 500,000 0 0
RACKSPACE TECHNOLOGY INC COM 750102105 15,282,022 2,340,279 SH SOLE 0 2,340,279 0 0
RALLIANT CORP COM 750940108 4,543,266 61,704 SH SOLE 0 61,704 0 0
RB GLOBAL INC COM 74935Q107 57,648,340 495,048 SH SOLE 0 495,048 0 0
REDDIT INC CL A 75734B100 317,478 1,829 SH SOLE 0 1,829 0 0
RELIANCE INC COM 759509102 6,985,946 18,699 SH SOLE 0 18,699 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 1,595,220 22,000 SH SOLE 0 22,000 0 0
REVVITY INC COM 714046109 10,797,338 97,046 SH SOLE 0 97,046 0 0
ROBLOX CORP CL A 771049103 9,007,394 165,638 SH SOLE 0 165,638 0 0
ROCKET COS INC COM CL A 77311W101 3,147,968 199,871 SH SOLE 0 199,871 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,164,179 10,431 SH SOLE 0 10,431 0 0
ROSS STORES INC COM 778296103 8,813,054 41,405 SH SOLE 0 41,405 0 0
RUBRIK INC. CL A 781154109 3,692,077 45,990 SH SOLE 0 45,990 0 0
RUSH STREET INTERACTIVE INC COM 782011100 1,635,700 55,000 SH SOLE 0 55,000 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 9,284,823 3,014,553 SH SOLE 0 3,014,553 0 0
SAILPOINT INC COM 78781J109 3,135,771 214,192 SH SOLE 0 214,192 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 31,890,660 201,000 SH SOLE 0 201,000 0 0
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 10,201,500 225,000 SH SOLE 0 225,000 0 0
SEMPRA COM 816851109 540,128 5,826 SH SOLE 0 5,826 0 0
SERVICENOW INC COM 81762P102 10,782,404 108,606 SH SOLE 0 108,606 0 0
SHARKNINJA INC COM SHS G8068L108 14,715,830 96,643 SH SOLE 0 96,643 0 0
SHERWIN WILLIAMS CO COM 824348106 23,607,268 68,562 SH SOLE 0 68,562 0 0
SIGMA LITHIUM CORPORATION COM 826599102 1,597,923 126,318 SH SOLE 0 126,318 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 1,601,760 75,200 SH SOLE 0 75,200 0 0
SK TELECOM CO LTD SPONSORED ADR 78440P306 2,665,421 82,880 SH SOLE 0 82,880 0 0
SKEENA RES LTD NEW COM 83056P715 545,117 20,447 SH SOLE 0 20,447 0 0
SNOWFLAKE INC COM SHS 833445109 6,923,418 27,204 SH SOLE 0 27,204 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 8,889,382 110,482 SH SOLE 0 110,482 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 14,273,794 419,201 SH SOLE 0 419,201 0 0
SOUTHERN CO COM 842587107 18,541,994 193,731 SH SOLE 0 193,731 0 0
SOUTHERN COPPER CORP COM 84265V105 1,879,743 10,787 SH SOLE 0 10,787 0 0
SOUTHWEST AIRLS CO COM 844741108 3,150,606 61,272 SH SOLE 0 61,272 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 100,352,058 587,335 SH SOLE 0 587,335 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 888,876 1,936 SH SOLE 0 1,936 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 916,826,705 1,227,723 SH SOLE 0 1,227,723 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 2,696,040 36,000 SH SOLE 0 36,000 0 0
STRYKER CORPORATION COM 863667101 354,825 1,127 SH SOLE 0 1,127 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 494,460 1,978 SH SOLE 0 1,978 0 0
TARGET HOSPITALITY CORP COM 87615L107 9,162,000 450,000 SH SOLE 0 450,000 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 1,048,372 5,200 SH SOLE 0 5,200 0 0
TECK RESOURCES LTD CL B 878742204 7,097,562 119,367 SH SOLE 0 119,367 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 933,660 1,400 SH SOLE 0 1,400 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 52,347,042 279,811 SH SOLE 0 279,811 0 0
TEREX CORP NEW COM 880779103 3,619,500 50,000 SH SOLE 0 50,000 0 0
TERNIUM SA SPONSORED ADS 880890108 1,067,500 25,000 SH SOLE 0 25,000 0 0
TESLA INC COM 88160R101 530,797 1,262 SH SOLE 0 1,262 0 0
TESLA INC COM 88160R101 105,150,000 250,000 SH Put SOLE 0 250,000 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 5,163,000 50,000 SH SOLE 0 50,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 294,298 587 SH SOLE 0 587 0 0
TIMKEN CO COM 887389104 16,049,867 110,445 SH SOLE 0 110,445 0 0
TPG INC COM CL A 872657101 12,202,265 300,919 SH SOLE 0 300,919 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 4,585,961 9,337 SH SOLE 0 9,337 0 0
TRIMBLE INC COM 896239100 670,458 13,100 SH SOLE 0 13,100 0 0
TWILIO INC CL A 90138F102 3,134,772 15,193 SH SOLE 0 15,193 0 0
UGI CORP NEW COM 902681105 10,010,728 289,830 SH SOLE 0 289,830 0 0
UIPATH INC CL A 90364P105 5,971,119 549,321 SH SOLE 0 549,321 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 11,812,583 82,843 SH SOLE 0 82,843 0 0
UNION PAC CORP COM 907818108 10,553,600 38,800 SH SOLE 0 38,800 0 0
UNITED AIRLS HLDGS INC COM 910047109 3,373,912 24,810 SH SOLE 0 24,810 0 0
UNITI GROUP LLC COM SHS 912932100 11,800,542 1,028,818 SH SOLE 0 1,028,818 0 0
US BANCORP COM NEW 902973304 15,506,492 256,730 SH SOLE 0 256,730 0 0
US FOODS HLDG CORP COM 912008109 206,647 2,021 SH SOLE 0 2,021 0 0
VALLEY NATL BANCORP COM 919794107 12,013,000 820,000 SH SOLE 0 820,000 0 0
VALVOLINE INC COM 92047W101 2,689,511 68,020 SH SOLE 0 68,020 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 39,353,400 60,000 SH Put SOLE 0 60,000 0 0
VARONIS SYS INC COM 922280102 7,483,062 178,338 SH SOLE 0 178,338 0 0
VENTURE GLOBAL INC COM CL A 92333F101 13,439,319 1,207,486 SH SOLE 0 1,207,486 0 0
VERALTO CORP COM SHS 92338C103 236,776 2,670 SH SOLE 0 2,670 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,473,423 10,374 SH SOLE 0 10,374 0 0
VISA INC COM CL A 92826C839 7,338,695 21,390 SH SOLE 0 21,390 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 5,378,000 100,000 SH SOLE 0 100,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 7,464,800 280,000 SH SOLE 0 280,000 0 0
WARRIOR MET COAL INC COM 93627C101 1,785,520 22,000 SH SOLE 0 22,000 0 0
WASTE CONNECTIONS INC COM 94106B101 11,263,577 67,572 SH SOLE 0 67,572 0 0
WELLS FARGO & CO COM 949746101 14,062,353 170,164 SH SOLE 0 170,164 0 0
WESTERN ALLIANCE BANCORP COM 957638109 9,039,287 109,967 SH SOLE 0 109,967 0 0
WESTERN DIGITAL CORP COM 958102105 495,647 776 SH SOLE 0 776 0 0
WILLIAMS COS INC COM 969457100 16,468,986 221,536 SH SOLE 0 221,536 0 0
WINTRUST FINL CORP COM 97650W108 3,220,829 20,040 SH SOLE 0 20,040 0 0
WORKDAY INC CL A 98138H101 7,059,472 57,666 SH SOLE 0 57,666 0 0
XCEL ENERGY INC COM 98389B100 20,581,372 256,306 SH SOLE 0 256,306 0 0
X-ENERGY INC COM CL A 98386P102 1,835,247 99,959 SH SOLE 0 99,959 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 10,168,803 3,248,819 SH SOLE 0 3,248,819 0 0
XEROX HOLDINGS CORP *W EXP 02/11/202 98421M114 164,563 597,540 SH SOLE 0 597,540 0 0
XYLEM INC COM 98419M100 608,663 5,149 SH SOLE 0 5,149 0 0
YESWAY INC COM CL A 98585C100 1,813,095 89,315 SH SOLE 0 89,315 0 0
ZIONS BANCORPORATION NATL AS COM 989701107 12,032,418 173,904 SH SOLE 0 173,904 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 9,154,470 106,065 SH SOLE 0 106,065 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 4,099,852 1,399,267 SH SOLE 0 1,399,267 0 0
ZSCALER INC COM 98980G102 5,037,785 35,691 SH SOLE 0 35,691 0 0