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
ABBOTT LABS COM 002824100   740,109 7,309 SH   SOLE N/A 7,309 0 0
ABBVIE INC COM 00287Y109   1,886,622 11,838 SH   SOLE N/A 11,838 0 0
ACTIVISION BLIZZARD INC COM 00507V109   386,610 4,517 SH   SOLE N/A 4,517 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,230,486 3,193 SH   SOLE N/A 3,193 0 0
AECOM COM 00766T100   643,615 7,633 SH   SOLE N/A 7,633 0 0
AGCO CORP COM 001084102   4,648,852 34,385 SH   SOLE N/A 34,385 0 0
ALPHABET INC CAP STK CL A 02079K305   2,008,317 19,361 SH   SOLE N/A 19,361 0 0
ALTERYX INC COM CL A 02156B103   882,600 15,000 SH Call SOLE N/A 15,000 0 0
ALTERYX INC COM CL A 02156B103   2,582,664 43,893 SH   SOLE N/A 43,893 0 0
ANALOG DEVICES INC COM 032654105   5,089,854 25,808 SH   SOLE N/A 25,808 0 0
ANSYS INC COM 03662Q105   201,677 606 SH   SOLE N/A 606 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   1,873,326 29,660 SH   SOLE N/A 29,660 0 0
ARCBEST CORP COM 03937C105   1,971,041 21,327 SH   SOLE N/A 21,327 0 0
ASHLAND INC COM 044186104   13,224,323 128,754 SH   SOLE N/A 128,754 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,006,396 13,504 SH   SOLE N/A 13,504 0 0
AXALTA COATING SYS LTD COM G0750C108   3,089,338 101,992 SH   SOLE N/A 101,992 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   673,830 15,004 SH   SOLE N/A 15,004 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   915,000 20,000 SH   SOLE N/A 20,000 0 0
CELANESE CORP DEL COM 150870103   1,276,735 11,725 SH   SOLE N/A 11,725 0 0
CHART INDS INC 6.75DP CNV PFD B 16115Q407   1,587,750 30,000 SH   SOLE N/A 30,000 0 0
CHEMOURS CO COM 163851108   808,380 27,000 SH   SOLE N/A 27,000 0 0
CLEAN HARBORS INC COM 184496107   289,824 2,033 SH   SOLE N/A 2,033 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   5,499,000 300,000 SH Call SOLE N/A 300,000 0 0
CONSTELLIUM SE CL A SHS F21107101   425,120 27,822 SH   SOLE N/A 27,822 0 0
CORNING INC COM 219350105   2,667,239 75,602 SH   SOLE N/A 75,602 0 0
CROCS INC COM 227046109   1,391,852 11,008 SH   SOLE N/A 11,008 0 0
DEERE & CO COM 244199105   4,795,601 11,615 SH   SOLE N/A 11,615 0 0
DISNEY WALT CO COM 254687106   2,235,703 22,328 SH   SOLE N/A 22,328 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,727,260 38,000 SH   SOLE N/A 38,000 0 0
EAGLE MATLS INC COM 26969P108   1,174,000 8,000 SH   SOLE N/A 8,000 0 0
EASTMAN CHEM CO COM 277432100   2,675,180 31,719 SH   SOLE N/A 31,719 0 0
ECOLAB INC COM 278865100   6,405,680 38,698 SH   SOLE N/A 38,698 0 0
ELECTRONIC ARTS INC COM 285512109   287,394 2,386 SH   SOLE N/A 2,386 0 0
EMCOR GROUP INC COM 29084Q100   463,382 2,850 SH   SOLE N/A 2,850 0 0
FAIR ISAAC CORP COM 303250104   205,888 293 SH   SOLE N/A 293 0 0
FEDEX CORP COM 31428X106   2,222,065 9,725 SH   SOLE N/A 9,725 0 0
FIVE9 INC COM 338307101   1,661,875 22,989 SH   SOLE N/A 22,989 0 0
FLEX LTD ORD Y2573F102   5,385,974 234,071 SH   SOLE N/A 234,071 0 0
FLOWSERVE CORP COM 34354P105   5,243,548 154,222 SH   SOLE N/A 154,222 0 0
FLUOR CORP NEW COM 343412102   3,339,176 108,029 SH   SOLE N/A 108,029 0 0
FORTIVE CORP COM 34959J108   1,567,910 23,000 SH   SOLE N/A 23,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   2,224,803 23,272 SH   SOLE N/A 23,272 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   1,615,029 46,894 SH   SOLE N/A 46,894 0 0
GILEAD SCIENCES INC COM 375558103   1,731,750 20,872 SH   SOLE N/A 20,872 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   3,186,250 125,000 SH   SOLE N/A 125,000 0 0
HASBRO INC COM 418056107   955,736 17,801 SH   SOLE N/A 17,801 0 0
HEXCEL CORP NEW COM 428291108   986,213 14,450 SH   SOLE N/A 14,450 0 0
HOWMET AEROSPACE INC COM 443201108   5,492,381 129,629 SH   SOLE N/A 129,629 0 0
INTEL CORP COM 458140100   592,372 18,132 SH   SOLE N/A 18,132 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   610,573 2,390 SH   SOLE N/A 2,390 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   7,231,000 50,000 SH   SOLE N/A 50,000 0 0
INVESTMENT MANAGERS SER TR I AXS SHORT INNOV 46144X628   1,603,200 40,000 SH   SOLE N/A 40,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772   2,370,255 38,717 SH   SOLE N/A 38,717 0 0
ISHARES TR 0-5YR HI YL CP 46434V407   8,687,654 208,437 SH   SOLE N/A 208,437 0 0
JABIL INC COM 466313103   5,260,507 59,670 SH   SOLE N/A 59,670 0 0
JELD-WEN HLDG INC COM 47580P103   356,733 28,178 SH   SOLE N/A 28,178 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704   373,150 5,000 SH   SOLE N/A 5,000 0 0
KBR INC COM 48242W106   1,376,250 25,000 SH   SOLE N/A 25,000 0 0
LINDE PLC SHS G54950103   6,768,644 19,043 SH   SOLE N/A 19,043 0 0
LIVENT CORP COM 53814L108   1,739,012 80,065 SH   SOLE N/A 80,065 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   5,548,711 59,098 SH   SOLE N/A 59,098 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   3,062,767 43,235 SH   SOLE N/A 43,235 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   12,271,653 62,980 SH   SOLE N/A 62,980 0 0
MARTIN MARIETTA MATLS INC COM 573284106   4,012,888 11,302 SH   SOLE N/A 11,302 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,328,836 9,160 SH   SOLE N/A 9,160 0 0
MATERION CORP COM 576690101   1,959,240 16,890 SH   SOLE N/A 16,890 0 0
MATTEL INC COM 577081102   1,433,752 77,879 SH   SOLE N/A 77,879 0 0
MCDONALDS CORP COM 580135101   4,793,075 17,142 SH   SOLE N/A 17,142 0 0
META PLATFORMS INC CL A 30303M102   1,337,977 6,313 SH   SOLE N/A 6,313 0 0
MGM RESORTS INTERNATIONAL COM 552953101   2,299,446 51,766 SH   SOLE N/A 51,766 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   3,187,075 38,041 SH   SOLE N/A 38,041 0 0
MONDELEZ INTL INC CL A 609207105   1,167,810 16,750 SH   SOLE N/A 16,750 0 0
MSC INDL DIRECT INC CL A 553530106   1,401,960 16,690 SH   SOLE N/A 16,690 0 0
NEW RELIC INC COM 64829B100   1,982,461 26,331 SH   SOLE N/A 26,331 0 0
NUTRIEN LTD COM 67077M108   2,215,500 30,000 SH   SOLE N/A 30,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   4,114,811 95,827 SH   SOLE N/A 95,827 0 0
NVIDIA CORPORATION COM 67066G104   1,990,778 7,167 SH   SOLE N/A 7,167 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,039,971 5,577 SH   SOLE N/A 5,577 0 0
OKTA INC CL A 679295105   2,409,891 27,944 SH   SOLE N/A 27,944 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,508,043 30,467 SH   SOLE N/A 30,467 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   579,000 50,000 SH Call SOLE N/A 50,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   99,110 11,729 SH   SOLE N/A 11,729 0 0
PALO ALTO NETWORKS INC COM 697435105   3,981,817 19,935 SH   SOLE N/A 19,935 0 0
PARKER-HANNIFIN CORP COM 701094104   1,008,330 3,000 SH   SOLE N/A 3,000 0 0
PPG INDS INC COM 693506107   3,548,419 26,564 SH   SOLE N/A 26,564 0 0
PTC INC COM 69370C100   252,741 1,971 SH   SOLE N/A 1,971 0 0
RAMBUS INC DEL COM 750917106   2,684,589 52,372 SH   SOLE N/A 52,372 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   7,664,198 78,262 SH   SOLE N/A 78,262 0 0
REPUBLIC SVCS INC COM 760759100   2,327,812 17,215 SH   SOLE N/A 17,215 0 0
RIO TINTO PLC SPONSORED ADR 767204100   2,853,211 41,592 SH   SOLE N/A 41,592 0 0
ROGERS CORP COM 775133101   538,829 3,297 SH   SOLE N/A 3,297 0 0
ROPER TECHNOLOGIES INC COM 776696106   281,601 639 SH   SOLE N/A 639 0 0
RPM INTL INC COM 749685103   3,563,056 40,842 SH   SOLE N/A 40,842 0 0
S&P GLOBAL INC COM 78409V104   619,552 1,797 SH   SOLE N/A 1,797 0 0
SALESFORCE INC COM 79466L302   3,009,286 15,063 SH   SOLE N/A 15,063 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,095,231 7,324 SH   SOLE N/A 7,324 0 0
SKECHERS U S A INC CL A 830566105   2,263,235 47,627 SH   SOLE N/A 47,627 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   743,888 9,177 SH   SOLE N/A 9,177 0 0
SONOCO PRODS CO COM 835495102   6,150,325 100,825 SH   SOLE N/A 100,825 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,113,960 10,049 SH   SOLE N/A 10,049 0 0
SPLUNK INC COM 848637104   2,658,273 27,725 SH   SOLE N/A 27,725 0 0
SUMMIT MATLS INC CL A 86614U100   671,167 23,558 SH   SOLE N/A 23,558 0 0
SYNAPTICS INC COM 87157D109   1,357,253 12,211 SH   SOLE N/A 12,211 0 0
SYSCO CORP COM 871829107   1,830,274 23,699 SH   SOLE N/A 23,699 0 0
TECK RESOURCES LTD CL B 878742204   383,469 10,506 SH   SOLE N/A 10,506 0 0
TERADATA CORP DEL COM 88076W103   2,670,645 66,302 SH   SOLE N/A 66,302 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   114,000 43,019 SH   SOLE N/A 43,019 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   537,420 202,800 SH Call SOLE N/A 202,800 0 0
THE REALREAL INC COM 88339P101   77,016 61,124 SH   SOLE N/A 61,124 0 0
TIMKEN CO COM 887389104   2,505,453 30,659 SH   SOLE N/A 30,659 0 0
TITAN MACHY INC COM 88830R101   3,265,641 107,246 SH   SOLE N/A 107,246 0 0
TREX CO INC COM 89531P105   3,015,155 61,951 SH   SOLE N/A 61,951 0 0
TRIUMPH GROUP INC NEW COM 896818101   347,700 30,000 SH   SOLE N/A 30,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   732,431 50,934 SH   SOLE N/A 50,934 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,565,726 49,392 SH   SOLE N/A 49,392 0 0
VARONIS SYS INC COM 922280102   1,596,494 61,380 SH   SOLE N/A 61,380 0 0
VENATOR MATLS PLC SHS G9329Z100   31,733 78,391 SH   SOLE N/A 78,391 0 0
VMWARE INC CL A COM 928563402   303,261 2,429 SH   SOLE N/A 2,429 0 0
WALMART INC COM 931142103   4,055,317 27,503 SH   SOLE N/A 27,503 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   2,363,697 70,833 SH   SOLE N/A 70,833 0 0
WASTE MGMT INC DEL COM 94106L109   2,648,739 16,233 SH   SOLE N/A 16,233 0 0
WENDYS CO COM 95058W100   3,159,799 145,078 SH   SOLE N/A 145,078 0 0
WHIRLPOOL CORP COM 963320106   482,269 3,653 SH   SOLE N/A 3,653 0 0
WOODWARD INC COM 980745103   1,460,550 15,000 SH   SOLE N/A 15,000 0 0
WORKDAY INC CL A 98138H101   1,300,169 6,295 SH   SOLE N/A 6,295 0 0
XYLEM INC COM 98419M100   3,256,484 31,103 SH   SOLE N/A 31,103 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   753,858 35,293 SH   SOLE N/A 35,293 0 0