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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 7,079 44,192 SH   SOLE   44,192 0 0
8X8 INC NEW COM 282914100 812 52,245 SH   SOLE   52,245 0 0
ABBVIE INC COM 00287Y109 11,492 131,205 SH   SOLE   131,205 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 1,953 47,346 SH   SOLE   47,346 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,964 73,674 SH   SOLE   73,674 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,901 14,071 SH   SOLE   14,071 0 0
ADTRAN INC COM 00738A106 3,835 374,000 SH   SOLE   374,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 10,914 71,104 SH   SOLE   71,104 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,323 64,918 SH   SOLE   64,918 0 0
AES CORP COM 00130H105 648 35,802 SH   SOLE   35,802 0 0
AFLAC INC COM 001055102 2,865 78,811 SH   SOLE   78,811 0 0
AGCO CORP COM 001084102 2,018 27,169 SH   SOLE   27,169 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 11,633 101,664 SH   SOLE   101,664 0 0
ALLSTATE CORP COM 020002101 2,577 27,379 SH   SOLE   27,379 0 0
ALPHABET INC CAP STK CL A 02079K305 916 625 SH   SOLE   625 0 0
AMAZON COM INC COM 023135106 11,458 3,639 SH   SOLE   3,639 0 0
AMEREN CORP COM 023608102 3,903 49,358 SH   SOLE   49,358 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 3,098 46,258 SH   SOLE   46,258 0 0
AMERISOURCEBERGEN CORP COM 03073E105 3,394 35,019 SH   SOLE   35,019 0 0
AMICUS THERAPEUTICS INC COM 03152W109 3,100 219,524 SH   SOLE   219,524 0 0
ANAPLAN INC COM 03272L108 4,430 70,791 SH   SOLE   70,791 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 1,758 158,448 SH   SOLE   158,448 0 0
ANSYS INC COM 03662Q105 2,503 7,648 SH   SOLE   7,648 0 0
ANTERO MIDSTREAM CORP COM 03676B102 3,117 580,480 SH   SOLE   580,480 0 0
ANTHEM INC COM 036752103 6,770 25,205 SH   SOLE   25,205 0 0
APACHE CORP COM 037411105 2,196 231,856 SH   SOLE   231,856 0 0
APPIAN CORP CL A 03782L101 965 14,900 SH   SOLE   14,900 0 0
APPLE INC COM 037833100 638 5,513 SH   SOLE   5,513 0 0
APTIV PLC SHS G6095L109 4,240 46,246 SH   SOLE   46,246 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,574 55,373 SH   SOLE   55,373 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 1,967 27,740 SH   SOLE   27,740 0 0
AUTONATION INC COM 05329W102 4,117 77,791 SH   SOLE   77,791 0 0
AVALARA INC COM 05338G106 2,210 17,352 SH   SOLE   17,352 0 0
AVANTOR INC COM 05352A100 9,120 405,507 SH   SOLE   405,507 0 0
AVNET INC COM 053807103 4,206 162,777 SH   SOLE   162,777 0 0
AXALTA COATING SYS LTD COM G0750C108 1,789 80,702 SH   SOLE   80,702 0 0
AXIS CAP HLDGS LTD SHS G0692U109 2,682 60,902 SH   SOLE   60,902 0 0
AXON ENTERPRISE INC COM 05464C101 8,717 96,105 SH   SOLE   96,105 0 0
BERKLEY W R CORP COM 084423102 1,406 22,999 SH   SOLE   22,999 0 0
BEST BUY INC COM 086516101 4,180 37,558 SH   SOLE   37,558 0 0
BIO RAD LABS INC CL A 090572207 9,970 19,341 SH   SOLE   19,341 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 1,578 24,270 SH   SOLE   24,270 0 0
BLOOMIN BRANDS INC COM 094235108 823 53,898 SH   SOLE   53,898 0 0
BRIGHTHOUSE FINL INC COM 10922N103 788 29,287 SH   SOLE   29,287 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 11,747 194,843 SH   SOLE   194,843 0 0
BUNGE LIMITED COM G16962105 2,098 45,905 SH   SOLE   45,905 0 0
BURLINGTON STORES INC COM 122017106 802 3,891 SH   SOLE   3,891 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,582 25,265 SH   SOLE   25,265 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 1,960 34,967 SH   SOLE   34,967 0 0
CALIX INC COM 13100M509 3,883 218,397 SH   SOLE   218,397 0 0
CALLAWAY GOLF CO COM 131193104 2,852 149,031 SH   SOLE   149,031 0 0
CAMPBELL SOUP CO COM 134429109 1,855 38,350 SH   SOLE   38,350 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 2,329 72,390 SH   SOLE   72,390 0 0
CANADIAN NAT RES LTD COM 136385101 1,909 119,101 SH   SOLE   119,101 0 0
CANADIAN NATL RY CO COM 136375102 6,963 65,356 SH   SOLE   65,356 0 0
CANADIAN PAC RY LTD COM 13645T100 4,409 14,483 SH   SOLE   14,483 0 0
CARDINAL HEALTH INC COM 14149Y108 497 10,591 SH   SOLE   10,591 0 0
CARDINAL HEALTH INC COM 14149Y108 2,348 50,000 SH Call SOLE   50,000 0 0
CARMAX INC COM 143130102 2,841 30,911 SH   SOLE   30,911 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 5,053 165,460 SH   SOLE   165,460 0 0
CATALENT INC COM 148806102 7,438 86,834 SH   SOLE   86,834 0 0
CENOVUS ENERGY INC COM 15135U109 651 167,073 SH   SOLE   167,073 0 0
CERIDIAN HCM HLDG INC COM 15677J108 7,917 95,792 SH   SOLE   95,792 0 0
CHEGG INC COM 163092109 1,770 24,771 SH   SOLE   24,771 0 0
CHEWY INC CL A 16679L109 1,132 20,654 SH   SOLE   20,654 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,291 1,842 SH   SOLE   1,842 0 0
CHUBB LIMITED COM H1467J104 4,138 35,635 SH   SOLE   35,635 0 0
CIGNA CORP NEW COM 125523100 2,341 13,817 SH   SOLE   13,817 0 0
CIMAREX ENERGY CO COM 171798101 3,804 156,355 SH   SOLE   156,355 0 0
CLOUDFLARE INC CL A COM 18915M107 4,468 108,818 SH   SOLE   108,818 0 0
COCA COLA CO COM 191216100 7,095 143,703 SH   SOLE   143,703 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,406 63,472 SH   SOLE   63,472 0 0
COMSTOCK RES INC COM 205768302 1,891 431,653 SH   SOLE   431,653 0 0
CONCHO RES INC COM 20605P101 8,559 194,002 SH   SOLE   194,002 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,128 11,229 SH   SOLE   11,229 0 0
COOPER TIRE & RUBR CO COM 216831107 3,546 111,848 SH   SOLE   111,848 0 0
CORNING INC COM 219350105 7,709 237,847 SH   SOLE   237,847 0 0
CORSAIR GAMING INC COM 22041X102 1,858 92,416 SH   SOLE   92,416 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,682 27,274 SH   SOLE   27,274 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 2,456 21,424 SH   SOLE   21,424 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,455 32,442 SH   SOLE   32,442 0 0
CROWN HLDGS INC COM 228368106 2,866 37,290 SH   SOLE   37,290 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 8,051 77,845 SH   SOLE   77,845 0 0
DANA INCORPORATED COM 235825205 3,577 290,320 SH   SOLE   290,320 0 0
DANAHER CORPORATION COM 235851102 8,233 38,234 SH   SOLE   38,234 0 0
DENTSPLY SIRONA INC COM 24906P109 1,810 41,395 SH   SOLE   41,395 0 0
DIODES INC COM 254543101 4,775 84,590 SH   SOLE   84,590 0 0
DISCOVERY INC COM SER A 25470F104 1,535 70,527 SH   SOLE   70,527 0 0
DOLLAR GEN CORP NEW COM 256677105 2,449 11,682 SH   SOLE   11,682 0 0
DOLLAR TREE INC COM 256746108 3,957 43,322 SH   SOLE   43,322 0 0
DONALDSON INC COM 257651109 3,242 69,851 SH   SOLE   69,851 0 0
DRAFTKINGS INC COM CL A 26142R104 1,809 30,744 SH   SOLE   30,744 0 0
DTE ENERGY CO COM 233331107 2,188 19,020 SH   SOLE   19,020 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 217 4,781 SH   SOLE   4,781 0 0
DUNKIN BRANDS GROUP INC COM 265504100 2,938 35,868 SH   SOLE   35,868 0 0
DUPONT DE NEMOURS INC COM 26614N102 501 9,028 SH   SOLE   9,028 0 0
DXC TECHNOLOGY CO COM 23355L106 5,455 305,601 SH   SOLE   305,601 0 0
DXC TECHNOLOGY CO COM 23355L106 3,570 200,000 SH Call SOLE   200,000 0 0
ELECTRONIC ARTS INC COM 285512109 1,628 12,483 SH   SOLE   12,483 0 0
ENTERGY CORP NEW COM 29364G103 3,948 40,064 SH   SOLE   40,064 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 10,617 430,177 SH   SOLE   430,177 0 0
EQT CORP COM 26884L109 234 18,132 SH   SOLE   18,132 0 0
EQT CORP COM 26884L109 3,233 250,000 SH Call SOLE   250,000 0 0
EQUITABLE HLDGS INC COM 29452E101 842 46,174 SH   SOLE   46,174 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 5,288 142,264 SH   SOLE   142,264 0 0
ETSY INC COM 29786A106 5,414 44,511 SH   SOLE   44,511 0 0
EXACT SCIENCES CORP COM 30063P105 5,217 51,173 SH   SOLE   51,173 0 0
EXXON MOBIL CORP COM 30231G102 5,531 161,119 SH   SOLE   161,119 0 0
FACEBOOK INC CL A 30303M102 4,802 18,336 SH   SOLE   18,336 0 0
FARFETCH LTD ORD SH CL A 30744W107 2,102 83,537 SH   SOLE   83,537 0 0
FEDEX CORP COM 31428X106 16,380 65,126 SH   SOLE   65,126 0 0
FIVE9 INC COM 338307101 7,607 58,661 SH   SOLE   58,661 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 2,627 35,118 SH   SOLE   35,118 0 0
FLOWSERVE CORP COM 34354P105 4,825 176,817 SH   SOLE   176,817 0 0
FORTIVE CORP COM 34959J108 1,908 25,035 SH   SOLE   25,035 0 0
FOX CORP CL A COM 35137L105 1,632 58,628 SH   SOLE   58,628 0 0
GAP INC COM 364760108 2,744 161,151 SH   SOLE   161,151 0 0
GENERAC HLDGS INC COM 368736104 5,200 26,854 SH   SOLE   26,854 0 0
GENERAL MTRS CO COM 37045V100 5,194 175,530 SH   SOLE   175,530 0 0
GLOBE LIFE INC COM 37959E102 3,763 47,096 SH   SOLE   47,096 0 0
GOODRX HLDGS INC COM CL A 38246G108 5,150 92,634 SH   SOLE   92,634 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 3,754 489,450 SH   SOLE   489,450 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,527 179,344 SH   SOLE   179,344 0 0
GUARDANT HEALTH INC COM 40131M109 3,151 28,185 SH   SOLE   28,185 0 0
HAEMONETICS CORP COM 405024100 1,840 21,084 SH   SOLE   21,084 0 0
HASBRO INC COM 418056107 2,478 29,953 SH   SOLE   29,953 0 0
HERSHEY CO COM 427866108 644 4,492 SH   SOLE   4,492 0 0
HESS CORP COM 42809H107 4,300 105,051 SH   SOLE   105,051 0 0
HOLLYFRONTIER CORP COM 436106108 1,752 88,900 SH   SOLE   88,900 0 0
HOLOGIC INC COM 436440101 6,932 104,292 SH   SOLE   104,292 0 0
HONEYWELL INTL INC COM 438516106 4,736 28,771 SH   SOLE   28,771 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 6,261 80,595 SH   SOLE   80,595 0 0
HUBBELL INC COM 443510607 7,923 57,903 SH   SOLE   57,903 0 0
HUBSPOT INC COM 443573100 5,483 18,761 SH   SOLE   18,761 0 0
HUMANA INC COM 444859102 5,667 13,691 SH   SOLE   13,691 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 2,099 14,912 SH   SOLE   14,912 0 0
IAC INTERACTIVECORP NEW COM 44891N109 4,150 34,644 SH   SOLE   34,644 0 0
IDACORP INC COM 451107106 2,358 29,518 SH   SOLE   29,518 0 0
IMPINJ INC COM 453204109 6,851 260,000 SH   SOLE   260,000 0 0
IMPINJ INC COM 453204109 2,385 90,500 SH Call SOLE   90,500 0 0
INSPIRE MED SYS INC COM 457730109 2,479 19,213 SH   SOLE   19,213 0 0
INTEL CORP COM 458140100 10,687 206,391 SH   SOLE   206,391 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 6,807 24,500 SH Put SOLE   24,500 0 0
ITT INC COM 45073V108 9,089 153,918 SH   SOLE   153,918 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 10,098 55,843 SH   SOLE   55,843 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,280 73,701 SH   SOLE   73,701 0 0
KINDER MORGAN INC DEL COM 49456B101 4,551 369,100 SH   SOLE   369,100 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,610 113,275 SH   SOLE   113,275 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 6,478 34,406 SH   SOLE   34,406 0 0
LAUDER ESTEE COS INC CL A 518439104 5,786 26,511 SH   SOLE   26,511 0 0
LEAR CORP COM NEW 521865204 4,074 37,356 SH   SOLE   37,356 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 4,386 327,345 SH   SOLE   327,345 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 4,827 133,082 SH   SOLE   133,082 0 0
LILLY ELI & CO COM 532457108 10,011 67,630 SH   SOLE   67,630 0 0
LINCOLN NATL CORP IND COM 534187109 1,059 33,817 SH   SOLE   33,817 0 0
LITHIA MTRS INC CL A 536797103 4,894 21,470 SH   SOLE   21,470 0 0
LOWES COS INC COM 548661107 12,759 76,928 SH   SOLE   76,928 0 0
LULULEMON ATHLETICA INC COM 550021109 1,363 4,138 SH   SOLE   4,138 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,985 58,361 SH   SOLE   58,361 0 0
MADDEN STEVEN LTD COM 556269108 2,237 114,717 SH   SOLE   114,717 0 0
MANHATTAN ASSOCS INC COM 562750109 788 8,248 SH   SOLE   8,248 0 0
MANULIFE FINL CORP COM 56501R106 4,235 304,362 SH   SOLE   304,362 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,830 11,325 SH   SOLE   11,325 0 0
MATCH GROUP INC NEW COM 57667L107 4,460 40,304 SH   SOLE   40,304 0 0
MATTEL INC COM 577081102 2,826 241,545 SH   SOLE   241,545 0 0
MAXLINEAR INC COM 57776J100 7,518 323,486 SH   SOLE   323,486 0 0
MAXLINEAR INC COM 57776J100 3,486 150,000 SH Call SOLE   150,000 0 0
MCDONALDS CORP COM 580135101 5,182 23,609 SH   SOLE   23,609 0 0
MCKESSON CORP COM 58155Q103 6,602 44,327 SH   SOLE   44,327 0 0
MEDALLIA INC COM 584021109 777 28,351 SH   SOLE   28,351 0 0
MEDTRONIC PLC SHS G5960L103 11,388 109,583 SH   SOLE   109,583 0 0
METLIFE INC COM 59156R108 1,173 31,555 SH   SOLE   31,555 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 3,127 3,238 SH   SOLE   3,238 0 0
MICROSOFT CORP COM 594918104 10,490 49,872 SH   SOLE   49,872 0 0
MOHAWK INDS INC COM 608190104 1,114 11,416 SH   SOLE   11,416 0 0
MONDELEZ INTL INC CL A 609207105 6,372 110,919 SH   SOLE   110,919 0 0
MONGODB INC CL A 60937P106 922 3,983 SH   SOLE   3,983 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 3,905 48,694 SH   SOLE   48,694 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 4,519 101,095 SH   SOLE   101,095 0 0
NATERA INC COM 632307104 3,979 55,087 SH   SOLE   55,087 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,727 108,572 SH   SOLE   108,572 0 0
NCINO INC COM 63947U107 2,683 33,678 SH   SOLE   33,678 0 0
NETFLIX INC COM 64110L106 2,927 5,854 SH   SOLE   5,854 0 0
NEW YORK TIMES CO CL A 650111107 2,737 63,974 SH   SOLE   63,974 0 0
NEXTERA ENERGY INC COM 65339F101 7,724 27,828 SH   SOLE   27,828 0 0
NIKE INC CL B 654106103 935 7,447 SH   SOLE   7,447 0 0
NIU TECHNOLOGIES ADS 65481N100 5,449 283,802 SH   SOLE   283,802 0 0
NORFOLK SOUTHN CORP COM 655844108 2,523 11,792 SH   SOLE   11,792 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 3,374 101,662 SH   SOLE   101,662 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,380 35,096 SH   SOLE   35,096 0 0
OLIN CORP COM PAR $1 680665205 1,875 151,416 SH   SOLE   151,416 0 0
OMNICOM GROUP INC COM 681919106 4,141 83,665 SH   SOLE   83,665 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,111 2,409 SH   SOLE   2,409 0 0
OSHKOSH CORP COM 688239201 2,310 31,427 SH   SOLE   31,427 0 0
PARSLEY ENERGY INC CL A 701877102 4,526 483,499 SH   SOLE   483,499 0 0
PATTERSON COS INC COM 703395103 2,008 83,305 SH   SOLE   83,305 0 0
PAYCOM SOFTWARE INC COM 70432V102 8,874 28,506 SH   SOLE   28,506 0 0
PAYLOCITY HLDG CORP COM 70438V106 8,550 52,965 SH   SOLE   52,965 0 0
PAYPAL HLDGS INC COM 70450Y103 3,357 17,038 SH   SOLE   17,038 0 0
PDC ENERGY INC COM 69327R101 759 61,245 SH   SOLE   61,245 0 0
PENN NATL GAMING INC COM 707569109 1,885 25,928 SH   SOLE   25,928 0 0
PENTAIR PLC SHS G7S00T104 7,720 168,663 SH   SOLE   168,663 0 0
PERKINELMER INC COM 714046109 7,163 57,075 SH   SOLE   57,075 0 0
PIONEER NAT RES CO COM 723787107 5,120 59,538 SH   SOLE   59,538 0 0
PLURALSIGHT INC COM CL A 72941B106 1,285 75,021 SH   SOLE   75,021 0 0
PNM RES INC COM 69349H107 5,914 143,094 SH   SOLE   143,094 0 0
PPD INC COM 69355F102 6,012 162,523 SH   SOLE   162,523 0 0
PRIMERICA INC COM 74164M108 3,017 26,665 SH   SOLE   26,665 0 0
PROCTER AND GAMBLE CO COM 742718109 4,904 35,282 SH   SOLE   35,282 0 0
PROS HOLDINGS INC COM 74346Y103 1,214 38,020 SH   SOLE   38,020 0 0
PTC INC COM 69370C100 1,218 14,722 SH   SOLE   14,722 0 0
QELL ACQUISITION CORP UNIT 10/01/2025 G7307X121 2,540 250,000 SH   SOLE   250,000 0 0
QUALCOMM INC COM 747525103 5,938 50,457 SH   SOLE   50,457 0 0
QURATE RETAIL INC COM SER A 74915M100 1,005 139,971 SH   SOLE   139,971 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,060 35,796 SH   SOLE   35,796 0 0
REPLIGEN CORP COM 759916109 1,472 9,976 SH   SOLE   9,976 0 0
REPUBLIC SVCS INC COM 760759100 8,383 89,799 SH   SOLE   89,799 0 0
RINGCENTRAL INC CL A 76680R206 4,399 16,018 SH   SOLE   16,018 0 0
ROCKET COS INC COM CL A 77311W101 1,450 72,770 SH   SOLE   72,770 0 0
RPM INTL INC COM 749685103 2,378 28,704 SH   SOLE   28,704 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 2,535 291,746 SH   SOLE   291,746 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 875 5,722 SH   SOLE   5,722 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 3,698 75,061 SH   SOLE   75,061 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 11,642 269,875 SH   SOLE   269,875 0 0
SERVICENOW INC COM 81762P102 6,321 13,034 SH   SOLE   13,034 0 0
SHIFT4 PMTS INC CL A 82452J109 1,279 26,457 SH   SOLE   26,457 0 0
SHOPIFY INC CL A 82509L107 4,348 4,250 SH   SOLE   4,250 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 752 64,382 SH   SOLE   64,382 0 0
SMITH A O CORP COM 831865209 5,562 105,348 SH   SOLE   105,348 0 0
SNOWFLAKE INC CL A 833445109 3,138 12,500 SH   SOLE   12,500 0 0
SONOS INC COM 83570H108 4,898 322,676 SH   SOLE   322,676 0 0
SOUTHWESTERN ENERGY CO COM 845467109 4,465 1,899,935 SH   SOLE   1,899,935 0 0
SPARTAN ENERGY ACQUISITION C CL A COM STK 846784106 2,212 153,421 SH   SOLE   153,421 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 27,606 656,200 SH Call SOLE   656,200 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,183 62,581 SH   SOLE   62,581 0 0
STAR PEAK ENERGY TRANSITION UNIT 99/99/9999 855185203 4,100 400,000 SH   SOLE   400,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,405 115,023 SH   SOLE   115,023 0 0
SWITCHBACK ENERGY ACQUISTN C COM CL A 87105M102 1,560 100,000 SH   SOLE   100,000 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 5,914 331,484 SH   SOLE   331,484 0 0
TARGET CORP COM 87612E106 5,334 33,885 SH   SOLE   33,885 0 0
TE CONNECTIVITY LTD REG SHS H84989104 6,820 69,773 SH   SOLE   69,773 0 0
TEMPUR SEALY INTL INC COM 88023U101 1,479 16,583 SH   SOLE   16,583 0 0
TEXTRON INC COM 883203101 1,986 55,028 SH   SOLE   55,028 0 0
THE REALREAL INC COM 88339P101 1,837 126,918 SH   SOLE   126,918 0 0
TJX COS INC NEW COM 872540109 2,659 47,781 SH   SOLE   47,781 0 0
T-MOBILE US INC COM 872590104 3,309 28,935 SH   SOLE   28,935 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,019 16,649 SH   SOLE   16,649 0 0
TREAN INS GROUP INC COM 89457R101 551 36,160 SH   SOLE   36,160 0 0
TWILIO INC CL A 90138F102 4,033 16,323 SH   SOLE   16,323 0 0
UBIQUITI INC COM 90353W103 5,509 33,057 SH   SOLE   33,057 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 2,798 34,049 SH   SOLE   34,049 0 0
UNION PAC CORP COM 907818108 5,123 26,021 SH   SOLE   26,021 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,665 21,994 SH   SOLE   21,994 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 5,631 55,753 SH   SOLE   55,753 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,712 24,737 SH   SOLE   24,737 0 0
URBAN OUTFITTERS INC COM 917047102 2,370 113,867 SH   SOLE   113,867 0 0
US FOODS HLDG CORP COM 912008109 2,268 102,052 SH   SOLE   102,052 0 0
V F CORP COM 918204108 2,891 41,153 SH   SOLE   41,153 0 0
VENTAS INC COM 92276F100 2,379 56,701 SH   SOLE   56,701 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,393 12,467 SH   SOLE   12,467 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,299 75,022 SH   SOLE   75,022 0 0
VOYA FINANCIAL INC COM 929089100 2,434 50,779 SH   SOLE   50,779 0 0
VROOM INC COM 92918V109 3,169 61,209 SH   SOLE   61,209 0 0
WALMART INC COM 931142103 476 3,401 SH   SOLE   3,401 0 0
WERNER ENTERPRISES INC COM 950755108 4,366 103,970 SH   SOLE   103,970 0 0
WINNEBAGO INDS INC COM 974637100 4,456 86,230 SH   SOLE   86,230 0 0
WOODWARD INC COM 980745103 2,011 25,089 SH   SOLE   25,089 0 0
WORKDAY INC CL A 98138H101 1,412 6,565 SH   SOLE   6,565 0 0
WPX ENERGY INC COM 98212B103 2,935 598,991 SH   SOLE   598,991 0 0
XPO LOGISTICS INC COM 983793100 3,788 44,742 SH   SOLE   44,742 0 0
YELP INC CL A 985817105 2,908 144,735 SH   SOLE   144,735 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 9,749 38,616 SH   SOLE   38,616 0 0
ZENDESK INC COM 98936J101 3,439 33,410 SH   SOLE   33,410 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 7,388 54,269 SH   SOLE   54,269 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,637 3,483 SH   SOLE   3,483 0 0
ZYNGA INC CL A 98986T108 4,202 460,729 SH   SOLE   460,729 0 0