# EDGAR Filing Document

**Accession Number:** 0001632551
**File Stem:** 0001420506-25-003412
**Filing Date:** 2025-11
**Character Count:** 51434
**Document Hash:** 3a8f358e2806645e7356dff597a7ded1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-003412.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001420506-25-003412

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bayesian Capital Management, LP
- **CENTRAL INDEX KEY:** 0001632551

**ORGANIZATION NAME:**
- **EIN:** 465491763
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17330
- **FILM NUMBER:** 251486131

**BUSINESS ADDRESS:**
- **STREET 1:** 54 COLERIDGE STREET
- **CITY:** BROOKLYN
- **STATE:** NY
- **ZIP:** 11235
- **BUSINESS PHONE:** 718-332-4567

**MAIL ADDRESS:**
- **STREET 1:** 54 COLERIDGE STREET
- **CITY:** BROOKLYN
- **STATE:** NY
- **ZIP:** 11235

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bayesian Capital Management LP<br>**Address:** 54 Coleridge Street<br>Brooklyn, NY 11235

**Form 13F File Number:** 028-17330

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Velin K. Tzanov<br>**Title:** Managing Member of General Partner<br>**Phone:** (718) 332-4567

**Signature, Place, and Date of Signing:**

Velin K. Tzanov Managing Member of General Partner  Brooklyn, NY  11-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 503

**Form 13F Information Table Value Total:** $489565844

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 4251932 | 27400 | SH |  | SOLE |  | 27400 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 3334176 | 14400 | SH |  | SOLE |  | 14400 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 5350973 | 21699 | SH |  | SOLE |  | 21699 | 0 | 0 |
| ACI WORLDWIDE INC | COM | 004498101 |  | 675456 | 12800 | SH |  | SOLE |  | 12800 | 0 | 0 |
| ADAPTHEALTH CORP | COMMON STOCK | 00653Q102 |  | 146780 | 16400 | SH |  | SOLE |  | 16400 | 0 | 0 |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 |  | 264164 | 17658 | SH |  | SOLE |  | 17658 | 0 | 0 |
| ADEIA INC | COM | 00676P107 |  | 189840 | 11300 | SH |  | SOLE |  | 11300 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 1359498 | 3854 | SH |  | SOLE |  | 3854 | 0 | 0 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 |  | 1137895 | 8204 | SH |  | SOLE |  | 8204 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 372117 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| AECOM | COM | 00766T100 |  | 675574 | 5178 | SH |  | SOLE |  | 5178 | 0 | 0 |
| AEGON LTD | AMER REG 1 CERT | 0076CA104 |  | 511360 | 64000 | SH |  | SOLE |  | 64000 | 0 | 0 |
| AERSALE CORPORATION | COM | 00810F106 |  | 118943 | 14523 | SH |  | SOLE |  | 14523 | 0 | 0 |
| AES CORP | COM | 00130H105 |  | 182924 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 3143371 | 11526 | SH |  | SOLE |  | 11526 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 898508 | 7400 | SH |  | SOLE |  | 7400 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 |  | 498642 | 6150 | SH |  | SOLE |  | 6150 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 357460 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ALKERMES PLC | SHS | G01767105 |  | 242220 | 8074 | SH |  | SOLE |  | 8074 | 0 | 0 |
| ALLY FINL INC | COM | 02005N100 |  | 388002 | 9898 | SH |  | SOLE |  | 9898 | 0 | 0 |
| AMBARELLA INC | SHS | G037AX101 |  | 940728 | 11400 | SH |  | SOLE |  | 11400 | 0 | 0 |
| AMDOCS LTD | SHS | G02602103 |  | 845115 | 10300 | SH |  | SOLE |  | 10300 | 0 | 0 |
| AMEREN CORP | COM | 023608102 |  | 770846 | 7385 | SH |  | SOLE |  | 7385 | 0 | 0 |
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 |  | 1691939 | 98886 | SH |  | SOLE |  | 98886 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 465024 | 1400 | SH |  | SOLE |  | 1400 | 0 | 0 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 |  | 628425 | 18900 | SH |  | SOLE |  | 18900 | 0 | 0 |
| AMPLITUDE INC | COM CL A | 03213A104 |  | 552080 | 51500 | SH |  | SOLE |  | 51500 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 1154790 | 4700 | SH |  | SOLE |  | 4700 | 0 | 0 |
| ANI PHARMACEUTICALS INC | COM | 00182C103 |  | 1053400 | 11500 | SH |  | SOLE |  | 11500 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 1816062 | 5093 | SH |  | SOLE |  | 5093 | 0 | 0 |
| APA CORPORATION | COM | 03743Q108 |  | 449180 | 18500 | SH |  | SOLE |  | 18500 | 0 | 0 |
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 |  | 577065 | 25500 | SH |  | SOLE |  | 25500 | 0 | 0 |
| APPIAN CORP | CL A | 03782L101 |  | 663124 | 21692 | SH |  | SOLE |  | 21692 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4023154 | 15800 | SH |  | SOLE |  | 15800 | 0 | 0 |
| APPLIED DIGITAL CORP | COM NEW | 038169207 |  | 357864 | 15600 | SH |  | SOLE |  | 15600 | 0 | 0 |
| APTIV PLC | COM SHS | G3265R107 |  | 487660 | 5656 | SH |  | SOLE |  | 5656 | 0 | 0 |
| ARBOR REALTY TRUST INC | COM | 038923108 |  | 222222 | 18200 | SH |  | SOLE |  | 18200 | 0 | 0 |
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | G0457F107 |  | 188858 | 27979 | SH |  | SOLE |  | 27979 | 0 | 0 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 |  | 452400 | 24000 | SH |  | SOLE |  | 24000 | 0 | 0 |
| ARGENX SE | SPONSORED ADR | 04016X101 |  | 2153675 | 2920 | SH |  | SOLE |  | 2920 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 626553 | 4300 | SH |  | SOLE |  | 4300 | 0 | 0 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 |  | 622065 | 36700 | SH |  | SOLE |  | 36700 | 0 | 0 |
| ASANA INC | CL A | 04342Y104 |  | 899930 | 67360 | SH |  | SOLE |  | 67360 | 0 | 0 |
| ASGN INC | COM | 00191U102 |  | 445090 | 9400 | SH |  | SOLE |  | 9400 | 0 | 0 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 240057 | 3129 | SH |  | SOLE |  | 3129 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 1652576 | 10348 | SH |  | SOLE |  | 10348 | 0 | 0 |
| AURORA CANNABIS INC | COM | 05156X850 |  | 66156 | 11100 | SH |  | SOLE |  | 11100 | 0 | 0 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 |  | 140140 | 26000 | SH |  | SOLE |  | 26000 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 2368865 | 7457 | SH |  | SOLE |  | 7457 | 0 | 0 |
| AVANTOR INC | COM | 05352A100 |  | 230880 | 18500 | SH |  | SOLE |  | 18500 | 0 | 0 |
| AVEANNA HEALTHCARE HLDGS INC | COM | 05356F105 |  | 269648 | 30400 | SH |  | SOLE |  | 30400 | 0 | 0 |
| AXALTA COATING SYS LTD | COM | G0750C108 |  | 749844 | 26200 | SH |  | SOLE |  | 26200 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 1076460 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| BANK MONTREAL QUE | COM | 063671101 |  | 413414 | 3174 | SH |  | SOLE |  | 3174 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 1112373 | 10209 | SH |  | SOLE |  | 10209 | 0 | 0 |
| BANK NOVA SCOTIA HALIFAX | COM | 064149107 |  | 1757834 | 27190 | SH |  | SOLE |  | 27190 | 0 | 0 |
| BAXTER INTL INC | COM | 071813109 |  | 362043 | 15900 | SH |  | SOLE |  | 15900 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2513700 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| BILL HOLDINGS INC | COM | 090043100 |  | 678016 | 12800 | SH |  | SOLE |  | 12800 | 0 | 0 |
| BIO RAD LABS INC | CL A | 090572207 |  | 637887 | 2275 | SH |  | SOLE |  | 2275 | 0 | 0 |
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 |  | 132066 | 17400 | SH |  | SOLE |  | 17400 | 0 | 0 |
| BIOGEN INC | COM | 09062X103 |  | 714408 | 5100 | SH |  | SOLE |  | 5100 | 0 | 0 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 |  | 1126528 | 20800 | SH |  | SOLE |  | 20800 | 0 | 0 |
| BJS RESTAURANTS INC | COM | 09180C106 |  | 485427 | 15900 | SH |  | SOLE |  | 15900 | 0 | 0 |
| BLUE BIRD CORP | COM | 095306106 |  | 592765 | 10300 | SH |  | SOLE |  | 10300 | 0 | 0 |
| BORGWARNER INC | COM | 099724106 |  | 280333 | 6377 | SH |  | SOLE |  | 6377 | 0 | 0 |
| BOSTON BEER INC | CL A | 100557107 |  | 410578 | 1942 | SH |  | SOLE |  | 1942 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 5389176 | 55200 | SH |  | SOLE |  | 55200 | 0 | 0 |
| BOX INC | CL A | 10316T104 |  | 347257 | 10761 | SH |  | SOLE |  | 10761 | 0 | 0 |
| BOYD GAMING CORP | COM | 103304101 |  | 850409 | 9837 | SH |  | SOLE |  | 9837 | 0 | 0 |
| BRAZE INC | COM CL A | 10576N102 |  | 682674 | 24004 | SH |  | SOLE |  | 24004 | 0 | 0 |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 |  | 1758834 | 16200 | SH |  | SOLE |  | 16200 | 0 | 0 |
| BRINKER INTL INC | COM | 109641100 |  | 1380812 | 10900 | SH |  | SOLE |  | 10900 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1150050 | 25500 | SH |  | SOLE |  | 25500 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 2903208 | 8800 | SH |  | SOLE |  | 8800 | 0 | 0 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 329184 | 4800 | SH |  | SOLE |  | 4800 | 0 | 0 |
| BROWN FORMAN CORP | CL B | 115637209 |  | 882808 | 32600 | SH |  | SOLE |  | 32600 | 0 | 0 |
| BRP INC | COM SUN VTG | 05577W200 |  | 204160 | 3359 | SH |  | SOLE |  | 3359 | 0 | 0 |
| BRUKER CORP | COM | 116794108 |  | 1143648 | 35200 | SH |  | SOLE |  | 35200 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 242500 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| BURLINGTON STORES INC | COM | 122017106 |  | 2390773 | 9394 | SH |  | SOLE |  | 9394 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 948584 | 5145 | SH |  | SOLE |  | 5145 | 0 | 0 |
| BXP INC | COM | 101121101 |  | 297360 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 410440 | 3100 | SH |  | SOLE |  | 3100 | 0 | 0 |
| C3 AI INC | CL A | 12468P104 |  | 374544 | 21600 | SH |  | SOLE |  | 21600 | 0 | 0 |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 |  | 374485 | 13857 | SH |  | SOLE |  | 13857 | 0 | 0 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 |  | 431928 | 8122 | SH |  | SOLE |  | 8122 | 0 | 0 |
| CAMDEN PPTY TR | SH BEN INT | 133131102 |  | 320340 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| CANADIAN IMPERIAL BANK OF CO | COM | 136069101 |  | 319320 | 3997 | SH |  | SOLE |  | 3997 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 2259300 | 10628 | SH |  | SOLE |  | 10628 | 0 | 0 |
| CASELLA WASTE SYS INC | CL A | 147448104 |  | 266708 | 2811 | SH |  | SOLE |  | 2811 | 0 | 0 |
| CBIZ INC | COM | 124805102 |  | 230747 | 4357 | SH |  | SOLE |  | 4357 | 0 | 0 |
| CBRE GROUP INC | CL A | 12504L109 |  | 740532 | 4700 | SH |  | SOLE |  | 4700 | 0 | 0 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 |  | 1248981 | 137100 | SH |  | SOLE |  | 137100 | 0 | 0 |
| CDW CORP | COM | 12514G108 |  | 2245848 | 14100 | SH |  | SOLE |  | 14100 | 0 | 0 |
| CECO ENVIRONMENTAL CORP | COM | 125141101 |  | 246886 | 4822 | SH |  | SOLE |  | 4822 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 237757 | 965 | SH |  | SOLE |  | 965 | 0 | 0 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 1361593 | 23684 | SH |  | SOLE |  | 23684 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 698805 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| CIENA CORP | COM NEW | 171779309 |  | 2989440 | 20522 | SH |  | SOLE |  | 20522 | 0 | 0 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 284580 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 677563 | 3301 | SH |  | SOLE |  | 3301 | 0 | 0 |
| CIRRUS LOGIC INC | COM | 172755100 |  | 546891 | 4365 | SH |  | SOLE |  | 4365 | 0 | 0 |
| CIVITAS RESOURCES INC | COM NEW | 17888H103 |  | 273000 | 8400 | SH |  | SOLE |  | 8400 | 0 | 0 |
| CLARIVATE PLC | ORD SHS | G21810109 |  | 88090 | 23000 | SH |  | SOLE |  | 23000 | 0 | 0 |
| CLEAR SECURE INC | COM CL A | 18467V109 |  | 535315 | 16037 | SH |  | SOLE |  | 16037 | 0 | 0 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 |  | 540600 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1352928 | 20400 | SH |  | SOLE |  | 20400 | 0 | 0 |
| COGNEX CORP | COM | 192422103 |  | 388266 | 8571 | SH |  | SOLE |  | 8571 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 2622437 | 39100 | SH |  | SOLE |  | 39100 | 0 | 0 |
| COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 |  | 274776 | 7853 | SH |  | SOLE |  | 7853 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1338492 | 42600 | SH |  | SOLE |  | 42600 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 |  | 941530 | 1141 | SH |  | SOLE |  | 1141 | 0 | 0 |
| COMMSCOPE HLDG CO INC | COM | 20337X109 |  | 1733280 | 111969 | SH |  | SOLE |  | 111969 | 0 | 0 |
| COMMVAULT SYS INC | COM | 204166102 |  | 660730 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 20441A102 |  | 246187 | 9891 | SH |  | SOLE |  | 9891 | 0 | 0 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 1499589 | 81900 | SH |  | SOLE |  | 81900 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 1560735 | 16500 | SH |  | SOLE |  | 16500 | 0 | 0 |
| CONSTELLIUM SE | CL A SHS | F21107101 |  | 165168 | 11100 | SH |  | SOLE |  | 11100 | 0 | 0 |
| CONSTRUCTION PARTNERS INC | COM CL A | 21044C107 |  | 419100 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| COREWEAVE INC | COM CL A | 21873S108 |  | 4967655 | 36300 | SH |  | SOLE |  | 36300 | 0 | 0 |
| CRANE COMPANY | COMMON STOCK | 224408104 |  | 257612 | 1399 | SH |  | SOLE |  | 1399 | 0 | 0 |
| CRESCENT ENERGY COMPANY | CL A COM | 44952J104 |  | 208621 | 23388 | SH |  | SOLE |  | 23388 | 0 | 0 |
| CRH PLC | ORD | G25508105 |  | 539550 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| CRITEO S A | SPONS ADS | 226718104 |  | 280240 | 12400 | SH |  | SOLE |  | 12400 | 0 | 0 |
| CROCS INC | COM | 227046109 |  | 450836 | 5396 | SH |  | SOLE |  | 5396 | 0 | 0 |
| CROWN CASTLE INC | COM | 22822V101 |  | 2973918 | 30821 | SH |  | SOLE |  | 30821 | 0 | 0 |
| CROWN HLDGS INC | COM | 228368106 |  | 2375148 | 24590 | SH |  | SOLE |  | 24590 | 0 | 0 |
| CRYOPORT INC | COM PAR $0.001 | 229050307 |  | 100488 | 10600 | SH |  | SOLE |  | 10600 | 0 | 0 |
| CUBESMART | COM | 229663109 |  | 361874 | 8900 | SH |  | SOLE |  | 8900 | 0 | 0 |
| CUSTOM TRUCK ONE SOURCE INC | COM CL A | 23204X103 |  | 95658 | 14900 | SH |  | SOLE |  | 14900 | 0 | 0 |
| CVR ENERGY INC | COM | 12662P108 |  | 217749 | 5969 | SH |  | SOLE |  | 5969 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 1341942 | 17800 | SH |  | SOLE |  | 17800 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 1118502 | 6600 | SH |  | SOLE |  | 6600 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 571095 | 18500 | SH |  | SOLE |  | 18500 | 0 | 0 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 2818086 | 27800 | SH |  | SOLE |  | 27800 | 0 | 0 |
| DELEK US HLDGS INC NEW | COM | 24665A103 |  | 480823 | 14900 | SH |  | SOLE |  | 14900 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 3989525 | 70300 | SH |  | SOLE |  | 70300 | 0 | 0 |
| DENTSPLY SIRONA INC | COM | 24906P109 |  | 553284 | 43600 | SH |  | SOLE |  | 43600 | 0 | 0 |
| DESCARTES SYS GROUP INC | COM | 249906108 |  | 424695 | 4507 | SH |  | SOLE |  | 4507 | 0 | 0 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 483828 | 13800 | SH |  | SOLE |  | 13800 | 0 | 0 |
| DEXCOM INC | COM | 252131107 |  | 632526 | 9400 | SH |  | SOLE |  | 9400 | 0 | 0 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 377521 | 3956 | SH |  | SOLE |  | 3956 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 1049352 | 7333 | SH |  | SOLE |  | 7333 | 0 | 0 |
| DIGITAL TURBINE INC | COM NEW | 25400W102 |  | 167040 | 26100 | SH |  | SOLE |  | 26100 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 3354850 | 29300 | SH |  | SOLE |  | 29300 | 0 | 0 |
| DNOW INC | COM | 67011P100 |  | 437065 | 28660 | SH |  | SOLE |  | 28660 | 0 | 0 |
| DOCUSIGN INC | COM | 256163106 |  | 2336437 | 32410 | SH |  | SOLE |  | 32410 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 1030813 | 9974 | SH |  | SOLE |  | 9974 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 360903 | 5900 | SH |  | SOLE |  | 5900 | 0 | 0 |
| DONALDSON INC | COM | 257651109 |  | 297361 | 3633 | SH |  | SOLE |  | 3633 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 2297916 | 13774 | SH |  | SOLE |  | 13774 | 0 | 0 |
| DOXIMITY INC | CL A | 26622P107 |  | 2216445 | 30300 | SH |  | SOLE |  | 30300 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 1368840 | 36600 | SH |  | SOLE |  | 36600 | 0 | 0 |
| DROPBOX INC | CL A | 26210C104 |  | 776397 | 25700 | SH |  | SOLE |  | 25700 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 445500 | 3600 | SH |  | SOLE |  | 3600 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 746516 | 9583 | SH |  | SOLE |  | 9583 | 0 | 0 |
| DUTCH BROS INC | CL A | 26701L100 |  | 1873772 | 35800 | SH |  | SOLE |  | 35800 | 0 | 0 |
| DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 |  | 356487 | 35900 | SH |  | SOLE |  | 35900 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 528550 | 1930 | SH |  | SOLE |  | 1930 | 0 | 0 |
| EDISON INTL | COM | 281020107 |  | 1022680 | 18500 | SH |  | SOLE |  | 18500 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 3274117 | 42100 | SH |  | SOLE |  | 42100 | 0 | 0 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 |  | 378632 | 18800 | SH |  | SOLE |  | 18800 | 0 | 0 |
| ELASTIC N V | ORD SHS | N14506104 |  | 912492 | 10800 | SH |  | SOLE |  | 10800 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 2401238 | 11905 | SH |  | SOLE |  | 11905 | 0 | 0 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 1809472 | 5600 | SH |  | SOLE |  | 5600 | 0 | 0 |
| ELME COMMUNITIES | SH BEN INT | 939653101 |  | 234354 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 398168 | 613 | SH |  | SOLE |  | 613 | 0 | 0 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 |  | 461718 | 3635 | SH |  | SOLE |  | 3635 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 541042 | 15288 | SH |  | SOLE |  | 15288 | 0 | 0 |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 |  | 378882 | 18600 | SH |  | SOLE |  | 18600 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 414844 | 3700 | SH |  | SOLE |  | 3700 | 0 | 0 |
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 |  | 364200 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 |  | 330336 | 11100 | SH |  | SOLE |  | 11100 | 0 | 0 |
| EURONET WORLDWIDE INC | COM | 298736109 |  | 807852 | 9200 | SH |  | SOLE |  | 9200 | 0 | 0 |
| EVERTEC INC | COM | 30040P103 |  | 399854 | 11837 | SH |  | SOLE |  | 11837 | 0 | 0 |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 |  | 148735 | 19700 | SH |  | SOLE |  | 19700 | 0 | 0 |
| EXELON CORP | COM | 30161N101 |  | 433221 | 9625 | SH |  | SOLE |  | 9625 | 0 | 0 |
| EXLSERVICE HOLDINGS INC | COM | 302081104 |  | 519554 | 11800 | SH |  | SOLE |  | 11800 | 0 | 0 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 4809375 | 22500 | SH |  | SOLE |  | 22500 | 0 | 0 |
| EXTREME NETWORKS | COM | 30226D106 |  | 292259 | 14153 | SH |  | SOLE |  | 14153 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 687775 | 6100 | SH |  | SOLE |  | 6100 | 0 | 0 |
| F5 INC | COM | 315616102 |  | 4266108 | 13200 | SH |  | SOLE |  | 13200 | 0 | 0 |
| FEDERAL SIGNAL CORP | COM | 313855108 |  | 844829 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 3458532 | 15400 | SH |  | SOLE |  | 15400 | 0 | 0 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 1167138 | 17700 | SH |  | SOLE |  | 17700 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 370567 | 8318 | SH |  | SOLE |  | 8318 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 2712519 | 12300 | SH |  | SOLE |  | 12300 | 0 | 0 |
| FIVE9 INC | COM | 338307101 |  | 539055 | 22275 | SH |  | SOLE |  | 22275 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 619080 | 8400 | SH |  | SOLE |  | 8400 | 0 | 0 |
| FORTIVE CORP | COM | 34959J108 |  | 2821824 | 57600 | SH |  | SOLE |  | 57600 | 0 | 0 |
| FOX CORP | CL A COM | 35137L105 |  | 1903844 | 30191 | SH |  | SOLE |  | 30191 | 0 | 0 |
| FOX CORP | CL B COM | 35137L204 |  | 755942 | 13195 | SH |  | SOLE |  | 13195 | 0 | 0 |
| FRANKLIN RESOURCES INC | COM | 354613101 |  | 257691 | 11141 | SH |  | SOLE |  | 11141 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 2608130 | 66500 | SH |  | SOLE |  | 66500 | 0 | 0 |
| FRESHWORKS INC | CLASS A COM | 358054104 |  | 367306 | 31207 | SH |  | SOLE |  | 31207 | 0 | 0 |
| FRONTDOOR INC | COM | 35905A109 |  | 397011 | 5900 | SH |  | SOLE |  | 5900 | 0 | 0 |
| FRONTIER GROUP HLDGS INC | COM | 35909R108 |  | 76380 | 17300 | SH |  | SOLE |  | 17300 | 0 | 0 |
| FTAI AVIATION LTD | SHS | G3730V105 |  | 567324 | 3400 | SH |  | SOLE |  | 3400 | 0 | 0 |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 |  | 686113 | 52900 | SH |  | SOLE |  | 52900 | 0 | 0 |
| GAMESTOP CORP NEW | CL A | 36467W109 |  | 2228776 | 81700 | SH |  | SOLE |  | 81700 | 0 | 0 |
| GAP INC | COM | 364760108 |  | 2226699 | 104100 | SH |  | SOLE |  | 104100 | 0 | 0 |
| GARMIN LTD | SHS | H2906T109 |  | 1175208 | 4773 | SH |  | SOLE |  | 4773 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 395996 | 644 | SH |  | SOLE |  | 644 | 0 | 0 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 |  | 1045078 | 9700 | SH |  | SOLE |  | 9700 | 0 | 0 |
| GENERAL MLS INC | COM | 370334104 |  | 2768058 | 54900 | SH |  | SOLE |  | 54900 | 0 | 0 |
| GENPACT LIMITED | SHS | G3922B107 |  | 1425140 | 34021 | SH |  | SOLE |  | 34021 | 0 | 0 |
| GEVO INC | COM PAR | 374396406 |  | 45472 | 23200 | SH |  | SOLE |  | 23200 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 2112996 | 19036 | SH |  | SOLE |  | 19036 | 0 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 207700 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 |  | 369833 | 10319 | SH |  | SOLE |  | 10319 | 0 | 0 |
| GOLD FIELDS LTD | SPONSORED ADR | 38059T106 |  | 295818 | 7050 | SH |  | SOLE |  | 7050 | 0 | 0 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 |  | 1216060 | 62139 | SH |  | SOLE |  | 62139 | 0 | 0 |
| GREENBRIER COS INC | COM | 393657101 |  | 290871 | 6300 | SH |  | SOLE |  | 6300 | 0 | 0 |
| GROUPON INC | COM NEW | 399473206 |  | 796235 | 34100 | SH |  | SOLE |  | 34100 | 0 | 0 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 444332 | 10295 | SH |  | SOLE |  | 10295 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 |  | 2114712 | 9200 | SH |  | SOLE |  | 9200 | 0 | 0 |
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 |  | 485121 | 15802 | SH |  | SOLE |  | 15802 | 0 | 0 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 2528910 | 34482 | SH |  | SOLE |  | 34482 | 0 | 0 |
| HARLEY DAVIDSON INC | COM | 412822108 |  | 1126184 | 40365 | SH |  | SOLE |  | 40365 | 0 | 0 |
| HASBRO INC | COM | 418056107 |  | 1419836 | 18719 | SH |  | SOLE |  | 18719 | 0 | 0 |
| HAYWARD HLDGS INC | COM | 421298100 |  | 417312 | 27600 | SH |  | SOLE |  | 27600 | 0 | 0 |
| HEALTHEQUITY INC | COM | 42226A107 |  | 597051 | 6300 | SH |  | SOLE |  | 6300 | 0 | 0 |
| HECLA MNG CO | COM | 422704106 |  | 180290 | 14900 | SH |  | SOLE |  | 14900 | 0 | 0 |
| HEICO CORP NEW | COM | 422806109 |  | 1116634 | 3459 | SH |  | SOLE |  | 3459 | 0 | 0 |
| HELEN OF TROY LTD | COM | G4388N106 |  | 206640 | 8200 | SH |  | SOLE |  | 8200 | 0 | 0 |
| HELIOS TECHNOLOGIES INC | COM | 42328H109 |  | 427466 | 8200 | SH |  | SOLE |  | 8200 | 0 | 0 |
| HELMERICH  PAYNE INC | COM | 423452101 |  | 229736 | 10400 | SH |  | SOLE |  | 10400 | 0 | 0 |
| HESAI GROUP | SPONSORED ADS | 428050108 |  | 213560 | 7600 | SH |  | SOLE |  | 7600 | 0 | 0 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 938929 | 38230 | SH |  | SOLE |  | 38230 | 0 | 0 |
| HILLMAN SOLUTIONS CORP | COM | 431636109 |  | 97308 | 10600 | SH |  | SOLE |  | 10600 | 0 | 0 |
| HNI CORP | COM | 404251100 |  | 285082 | 6085 | SH |  | SOLE |  | 6085 | 0 | 0 |
| HP INC | COM | 40434L105 |  | 367605 | 13500 | SH |  | SOLE |  | 13500 | 0 | 0 |
| HUDBAY MINERALS INC | COM | 443628102 |  | 401740 | 26500 | SH |  | SOLE |  | 26500 | 0 | 0 |
| HUMANA INC | COM | 444859102 |  | 586944 | 2256 | SH |  | SOLE |  | 2256 | 0 | 0 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 221556 | 7329 | SH |  | SOLE |  | 7329 | 0 | 0 |
| ICON PLC | SHS | G4705A100 |  | 280000 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 4600008 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| IMMUNOVANT INC | COM | 45258J102 |  | 209173 | 12976 | SH |  | SOLE |  | 12976 | 0 | 0 |
| INDIVIOR PLC | ORD | G4766E116 |  | 233867 | 9700 | SH |  | SOLE |  | 9700 | 0 | 0 |
| INTER  CO INC | CLASS A COM | G4R20B107 |  | 169832 | 18400 | SH |  | SOLE |  | 18400 | 0 | 0 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 1506939 | 21900 | SH |  | SOLE |  | 21900 | 0 | 0 |
| INTERCONTINENTAL HOTELS GROU | SPONSORED ADS | 45857P806 |  | 280838 | 2316 | SH |  | SOLE |  | 2316 | 0 | 0 |
| INTERNATIONAL FLAVORS | COM | 459506101 |  | 1222246 | 19861 | SH |  | SOLE |  | 19861 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 226726 | 332 | SH |  | SOLE |  | 332 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1028629 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 |  | 1616855 | 24715 | SH |  | SOLE |  | 24715 | 0 | 0 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 1785436 | 9400 | SH |  | SOLE |  | 9400 | 0 | 0 |
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 |  | 754348 | 4386 | SH |  | SOLE |  | 4386 | 0 | 0 |
| IRIDIUM COMMUNICATIONS INC | COM | 46269C102 |  | 555228 | 31800 | SH |  | SOLE |  | 31800 | 0 | 0 |
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 |  | 199591 | 20222 | SH |  | SOLE |  | 20222 | 0 | 0 |
| JD.COM INC | SPON ADS CL A | 47215P106 |  | 206067 | 5891 | SH |  | SOLE |  | 5891 | 0 | 0 |
| JFROG LTD | ORD SHS | M6191J100 |  | 998663 | 21100 | SH |  | SOLE |  | 21100 | 0 | 0 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 2583825 | 23500 | SH |  | SOLE |  | 23500 | 0 | 0 |
| KEURIG DR PEPPER INC | COM | 49271V100 |  | 3053547 | 119700 | SH |  | SOLE |  | 119700 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1829414 | 14713 | SH |  | SOLE |  | 14713 | 0 | 0 |
| KIRBY CORP | COM | 497266106 |  | 209710 | 2513 | SH |  | SOLE |  | 2513 | 0 | 0 |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 |  | 351639 | 8900 | SH |  | SOLE |  | 8900 | 0 | 0 |
| KOHLS CORP | COM | 500255104 |  | 562542 | 36600 | SH |  | SOLE |  | 36600 | 0 | 0 |
| KONTOOR BRANDS INC | COM | 50050N103 |  | 279195 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| KORN FERRY | COM NEW | 500643200 |  | 741788 | 10600 | SH |  | SOLE |  | 10600 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 2049264 | 30400 | SH |  | SOLE |  | 30400 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 811474 | 2657 | SH |  | SOLE |  | 2657 | 0 | 0 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 2095538 | 7300 | SH |  | SOLE |  | 7300 | 0 | 0 |
| LAS VEGAS SANDS CORP | COM | 517834107 |  | 4077282 | 75800 | SH |  | SOLE |  | 75800 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 1393080 | 19000 | SH |  | SOLE |  | 19000 | 0 | 0 |
| LAZARD INC | COM | 52110M109 |  | 335997 | 6366 | SH |  | SOLE |  | 6366 | 0 | 0 |
| LEGALZOOM COM INC | COM | 52466B103 |  | 213828 | 20600 | SH |  | SOLE |  | 20600 | 0 | 0 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 768878 | 4069 | SH |  | SOLE |  | 4069 | 0 | 0 |
| LENNOX INTL INC | COM | 526107107 |  | 476424 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 |  | 279576 | 4400 | SH |  | SOLE |  | 4400 | 0 | 0 |
| LIBERTY ENERGY INC | COM CL A | 53115L104 |  | 266544 | 21600 | SH |  | SOLE |  | 21600 | 0 | 0 |
| LIBERTY GLOBAL LTD | COM CL A | G61188101 |  | 163122 | 14234 | SH |  | SOLE |  | 14234 | 0 | 0 |
| LIBERTY GLOBAL LTD | COM CL C | G61188127 |  | 264845 | 22540 | SH |  | SOLE |  | 22540 | 0 | 0 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 849931 | 3604 | SH |  | SOLE |  | 3604 | 0 | 0 |
| LIQUIDIA CORPORATION | COM NEW | 53635D202 |  | 236496 | 10400 | SH |  | SOLE |  | 10400 | 0 | 0 |
| LITTELFUSE INC | COM | 537008104 |  | 437986 | 1691 | SH |  | SOLE |  | 1691 | 0 | 0 |
| LOEWS CORP | COM | 540424108 |  | 261014 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 1931569 | 7686 | SH |  | SOLE |  | 7686 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 1338792 | 27300 | SH |  | SOLE |  | 27300 | 0 | 0 |
| MACYS INC | COM | 55616P104 |  | 1665697 | 92900 | SH |  | SOLE |  | 92900 | 0 | 0 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 |  | 225202 | 491 | SH |  | SOLE |  | 491 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 811628 | 4211 | SH |  | SOLE |  | 4211 | 0 | 0 |
| MARQETA INC | CLASS A COM | 57142B104 |  | 883344 | 167300 | SH |  | SOLE |  | 167300 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 826273 | 4100 | SH |  | SOLE |  | 4100 | 0 | 0 |
| MASCO CORP | COM | 574599106 |  | 2240303 | 31827 | SH |  | SOLE |  | 31827 | 0 | 0 |
| MASIMO CORP | COM | 574795100 |  | 852691 | 5779 | SH |  | SOLE |  | 5779 | 0 | 0 |
| MATCH GROUP INC NEW | COM | 57667L107 |  | 374392 | 10600 | SH |  | SOLE |  | 10600 | 0 | 0 |
| MATSON INC | COM | 57686G105 |  | 606328 | 6150 | SH |  | SOLE |  | 6150 | 0 | 0 |
| MATTEL INC | COM | 577081102 |  | 607967 | 36124 | SH |  | SOLE |  | 36124 | 0 | 0 |
| MAXIMUS INC | COM | 577933104 |  | 225593 | 2469 | SH |  | SOLE |  | 2469 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 3464346 | 11400 | SH |  | SOLE |  | 11400 | 0 | 0 |
| MERCURY SYS INC | COM | 589378108 |  | 1056820 | 13654 | SH |  | SOLE |  | 13654 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 6021916 | 8200 | SH |  | SOLE |  | 8200 | 0 | 0 |
| METHODE ELECTRS INC | COM | 591520200 |  | 94375 | 12500 | SH |  | SOLE |  | 12500 | 0 | 0 |
| MGIC INVT CORP WIS | COM | 552848103 |  | 657191 | 23165 | SH |  | SOLE |  | 23165 | 0 | 0 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 |  | 2533646 | 73100 | SH |  | SOLE |  | 73100 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 435032 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 6318990 | 12200 | SH |  | SOLE |  | 12200 | 0 | 0 |
| MIDDLEBY CORP | COM | 596278101 |  | 1023561 | 7700 | SH |  | SOLE |  | 7700 | 0 | 0 |
| MISTER CAR WASH INC | COM | 60646V105 |  | 63139 | 11846 | SH |  | SOLE |  | 11846 | 0 | 0 |
| MKS INC. | COM | 55306N104 |  | 686676 | 5548 | SH |  | SOLE |  | 5548 | 0 | 0 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 |  | 868890 | 19202 | SH |  | SOLE |  | 19202 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 1012704 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 1117346 | 16600 | SH |  | SOLE |  | 16600 | 0 | 0 |
| MONTROSE ENVIRONMENTAL GROUP | COM | 615111101 |  | 318536 | 11600 | SH |  | SOLE |  | 11600 | 0 | 0 |
| MSC INDL DIRECT INC | CL A | 553530106 |  | 418131 | 4538 | SH |  | SOLE |  | 4538 | 0 | 0 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 |  | 722216 | 28300 | SH |  | SOLE |  | 28300 | 0 | 0 |
| MYRIAD GENETICS INC | COM | 62855J104 |  | 111342 | 15400 | SH |  | SOLE |  | 15400 | 0 | 0 |
| NATERA INC | COM | 632307104 |  | 2768684 | 17200 | SH |  | SOLE |  | 17200 | 0 | 0 |
| NATIONAL VISION HLDGS INC | COM | 63845R107 |  | 490392 | 16800 | SH |  | SOLE |  | 16800 | 0 | 0 |
| NCINO INC | COM | 63947X101 |  | 631907 | 23309 | SH |  | SOLE |  | 23309 | 0 | 0 |
| NCR VOYIX CORPORATION | COM | 62886E108 |  | 207075 | 16500 | SH |  | SOLE |  | 16500 | 0 | 0 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 1133927 | 10100 | SH |  | SOLE |  | 10100 | 0 | 0 |
| NEOGEN CORP | COM | 640491106 |  | 61668 | 10800 | SH |  | SOLE |  | 10800 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 3956436 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| NETSCOUT SYS INC | COM | 64115T104 |  | 257241 | 9959 | SH |  | SOLE |  | 9959 | 0 | 0 |
| NEWMARK GROUP INC | CL A | 65158N102 |  | 421117 | 22580 | SH |  | SOLE |  | 22580 | 0 | 0 |
| NEWS CORP NEW | CL A | 65249B109 |  | 1219187 | 39700 | SH |  | SOLE |  | 39700 | 0 | 0 |
| NEWS CORP NEW | CL B | 65249B208 |  | 981220 | 28400 | SH |  | SOLE |  | 28400 | 0 | 0 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 |  | 514124 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| NIAGEN BIOSCIENCE INC | COM NEW | 171077407 |  | 104496 | 11200 | SH |  | SOLE |  | 11200 | 0 | 0 |
| NIO INC | SPON ADS | 62914V106 |  | 310896 | 40800 | SH |  | SOLE |  | 40800 | 0 | 0 |
| NISOURCE INC | COM | 65473P105 |  | 541250 | 12500 | SH |  | SOLE |  | 12500 | 0 | 0 |
| NLIGHT INC | COM | 65487K100 |  | 324774 | 10961 | SH |  | SOLE |  | 10961 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 268266 | 893 | SH |  | SOLE |  | 893 | 0 | 0 |
| NOV INC | COM | 62955J103 |  | 279575 | 21100 | SH |  | SOLE |  | 21100 | 0 | 0 |
| NOVAVAX INC | COM NEW | 670002401 |  | 89076 | 10274 | SH |  | SOLE |  | 10274 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 3789967 | 68300 | SH |  | SOLE |  | 68300 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 502045 | 3100 | SH |  | SOLE |  | 3100 | 0 | 0 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 1019148 | 10332 | SH |  | SOLE |  | 10332 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2145670 | 11500 | SH |  | SOLE |  | 11500 | 0 | 0 |
| O-I GLASS INC | COM | 67098H104 |  | 197144 | 15200 | SH |  | SOLE |  | 15200 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 1129275 | 23900 | SH |  | SOLE |  | 23900 | 0 | 0 |
| OKTA INC | CL A | 679295105 |  | 3704680 | 40400 | SH |  | SOLE |  | 40400 | 0 | 0 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 1252942 | 8900 | SH |  | SOLE |  | 8900 | 0 | 0 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 |  | 1284000 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 1596595 | 37700 | SH |  | SOLE |  | 37700 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 1764213 | 35778 | SH |  | SOLE |  | 35778 | 0 | 0 |
| OPPFI INC | COM CL A | 68386H103 |  | 252659 | 22300 | SH |  | SOLE |  | 22300 | 0 | 0 |
| ORGANON  CO | COMMON STOCK | 68622V106 |  | 860808 | 80600 | SH |  | SOLE |  | 80600 | 0 | 0 |
| OSHKOSH CORP | COM | 688239201 |  | 1118273 | 8622 | SH |  | SOLE |  | 8622 | 0 | 0 |
| OWENS  MINOR INC NEW | COM | 690732102 |  | 95357 | 19866 | SH |  | SOLE |  | 19866 | 0 | 0 |
| OXFORD INDS INC | COM | 691497309 |  | 243240 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 634073 | 3114 | SH |  | SOLE |  | 3114 | 0 | 0 |
| PAPA JOHNS INTL INC | COM | 698813102 |  | 243928 | 5066 | SH |  | SOLE |  | 5066 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 909780 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 |  | 3561956 | 28100 | SH |  | SOLE |  | 28100 | 0 | 0 |
| PAYCOM SOFTWARE INC | COM | 70432V102 |  | 675206 | 3244 | SH |  | SOLE |  | 3244 | 0 | 0 |
| PAYLOCITY HLDG CORP | COM | 70438V106 |  | 1258233 | 7900 | SH |  | SOLE |  | 7900 | 0 | 0 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 |  | 991275 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| PEARSON PLC | SPONSORED ADR | 705015105 |  | 177000 | 12500 | SH |  | SOLE |  | 12500 | 0 | 0 |
| PEBBLEBROOK HOTEL TR | COM | 70509V100 |  | 505716 | 44400 | SH |  | SOLE |  | 44400 | 0 | 0 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 |  | 149706 | 16634 | SH |  | SOLE |  | 16634 | 0 | 0 |
| PENUMBRA INC | COM | 70975L107 |  | 988708 | 3903 | SH |  | SOLE |  | 3903 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 997124 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 |  | 606720 | 47400 | SH |  | SOLE |  | 47400 | 0 | 0 |
| PETCO HEALTH  WELLNESS CO I | COM | 71601V105 |  | 221751 | 57300 | SH |  | SOLE |  | 57300 | 0 | 0 |
| PHIBRO ANIMAL HEALTH CORP | CL A COM | 71742Q106 |  | 255222 | 6308 | SH |  | SOLE |  | 6308 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 |  | 1080912 | 33600 | SH |  | SOLE |  | 33600 | 0 | 0 |
| PLANET LABS PBC | COM CL A | 72703X106 |  | 375083 | 28897 | SH |  | SOLE |  | 28897 | 0 | 0 |
| POOL CORP | COM | 73278L105 |  | 1550350 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| PORCH GROUP INC | COM | 733245104 |  | 323854 | 19300 | SH |  | SOLE |  | 19300 | 0 | 0 |
| POST HLDGS INC | COM | 737446104 |  | 677124 | 6300 | SH |  | SOLE |  | 6300 | 0 | 0 |
| POWERFLEET INC | COM | 73931J109 |  | 92093 | 17575 | SH |  | SOLE |  | 17575 | 0 | 0 |
| PRIMORIS SVCS CORP | COM | 74164F103 |  | 974219 | 7094 | SH |  | SOLE |  | 7094 | 0 | 0 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 |  | 1019793 | 12300 | SH |  | SOLE |  | 12300 | 0 | 0 |
| PROGRESS SOFTWARE CORP | COM | 743312100 |  | 509852 | 11606 | SH |  | SOLE |  | 11606 | 0 | 0 |
| PROGYNY INC | COM | 74340E103 |  | 617624 | 28700 | SH |  | SOLE |  | 28700 | 0 | 0 |
| PROS HOLDINGS INC | COM | 74346Y103 |  | 210772 | 9200 | SH |  | SOLE |  | 9200 | 0 | 0 |
| PROSPERITY BANCSHARES INC | COM | 743606105 |  | 252130 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 1335570 | 10108 | SH |  | SOLE |  | 10108 | 0 | 0 |
| PURE STORAGE INC | CL A | 74624M102 |  | 2413728 | 28800 | SH |  | SOLE |  | 28800 | 0 | 0 |
| PURSUIT ATTRACTIONS AND HOSP | COM | 92552R406 |  | 232059 | 6414 | SH |  | SOLE |  | 6414 | 0 | 0 |
| PVH CORPORATION | COM | 693656100 |  | 1583253 | 18900 | SH |  | SOLE |  | 18900 | 0 | 0 |
| Q2 HLDGS INC | COM | 74736L109 |  | 508323 | 7022 | SH |  | SOLE |  | 7022 | 0 | 0 |
| QORVO INC | COM | 74736K101 |  | 1985544 | 21800 | SH |  | SOLE |  | 21800 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 737474 | 4433 | SH |  | SOLE |  | 4433 | 0 | 0 |
| RANGE RES CORP | COM | 75281A109 |  | 263480 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| RAYONIER INC | COM | 754907103 |  | 424640 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| RB GLOBAL INC | COM | 74935Q107 |  | 823536 | 7600 | SH |  | SOLE |  | 7600 | 0 | 0 |
| RED ROCK RESORTS INC | CL A | 75700L108 |  | 598388 | 9800 | SH |  | SOLE |  | 9800 | 0 | 0 |
| REMITLY GLOBAL INC | COM | 75960P104 |  | 1086623 | 66664 | SH |  | SOLE |  | 66664 | 0 | 0 |
| REPLIGEN CORP | COM | 759916109 |  | 394059 | 2948 | SH |  | SOLE |  | 2948 | 0 | 0 |
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 |  | 522478 | 12100 | SH |  | SOLE |  | 12100 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 770824 | 2816 | SH |  | SOLE |  | 2816 | 0 | 0 |
| REV GROUP INC | COM | 749527107 |  | 1340812 | 23660 | SH |  | SOLE |  | 23660 | 0 | 0 |
| REXFORD INDL RLTY INC | COM | 76169C100 |  | 234327 | 5700 | SH |  | SOLE |  | 5700 | 0 | 0 |
| RH | COM | 74967X103 |  | 365688 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 1517912 | 103400 | SH |  | SOLE |  | 103400 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 4868120 | 34000 | SH |  | SOLE |  | 34000 | 0 | 0 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 974814 | 50300 | SH |  | SOLE |  | 50300 | 0 | 0 |
| ROKU INC | COM CL A | 77543R102 |  | 524381 | 5237 | SH |  | SOLE |  | 5237 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 347587 | 697 | SH |  | SOLE |  | 697 | 0 | 0 |
| ROYAL BK CDA | COM | 780087102 |  | 353568 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 |  | 1763118 | 49975 | SH |  | SOLE |  | 49975 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 518723 | 3100 | SH |  | SOLE |  | 3100 | 0 | 0 |
| RUBRIK INC. | CL A | 781154109 |  | 230794 | 2806 | SH |  | SOLE |  | 2806 | 0 | 0 |
| RUMBLE INC | COM CL A | 78137L105 |  | 92853 | 12825 | SH |  | SOLE |  | 12825 | 0 | 0 |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 |  | 295078 | 4900 | SH |  | SOLE |  | 4900 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 2599031 | 5340 | SH |  | SOLE |  | 5340 | 0 | 0 |
| SAIA INC | COM | 78709Y105 |  | 1652168 | 5519 | SH |  | SOLE |  | 5519 | 0 | 0 |
| SALLY BEAUTY HLDGS INC | COM | 79546E104 |  | 196988 | 12100 | SH |  | SOLE |  | 12100 | 0 | 0 |
| SAMSARA INC | COM CL A | 79589L106 |  | 2225762 | 59752 | SH |  | SOLE |  | 59752 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 2484347 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| SEALED AIR CORP NEW | COM | 81211K100 |  | 653940 | 18499 | SH |  | SOLE |  | 18499 | 0 | 0 |
| SEALSQ CORP | ORD SHS | G79483106 |  | 51612 | 13800 | SH |  | SOLE |  | 13800 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 2082957 | 14967 | SH |  | SOLE |  | 14967 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 1650315 | 21058 | SH |  | SOLE |  | 21058 | 0 | 0 |
| SELECTQUOTE INC | COM | 816307300 |  | 59584 | 30400 | SH |  | SOLE |  | 30400 | 0 | 0 |
| SENTINELONE INC | CL A | 81730H109 |  | 1184766 | 67278 | SH |  | SOLE |  | 67278 | 0 | 0 |
| SERVICE CORP INTL | COM | 817565104 |  | 1010624 | 12144 | SH |  | SOLE |  | 12144 | 0 | 0 |
| SERVICETITAN INC | SHS CL A | 81764X103 |  | 1351626 | 13405 | SH |  | SOLE |  | 13405 | 0 | 0 |
| SHARKNINJA INC | COM SHS | G8068L108 |  | 848718 | 8228 | SH |  | SOLE |  | 8228 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 639023 | 4300 | SH |  | SOLE |  | 4300 | 0 | 0 |
| SIGNET JEWELERS LIMITED | SHS | G81276100 |  | 777719 | 8108 | SH |  | SOLE |  | 8108 | 0 | 0 |
| SIMPSON MFG INC | COM | 829073105 |  | 435396 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 |  | 204820 | 8800 | SH |  | SOLE |  | 8800 | 0 | 0 |
| SKYWATER TECHNOLOGY INC | COM | 83089J108 |  | 186600 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| SL GREEN RLTY CORP | COM | 78440X887 |  | 308081 | 5151 | SH |  | SOLE |  | 5151 | 0 | 0 |
| SLM CORP | COM | 78442P106 |  | 1209616 | 43700 | SH |  | SOLE |  | 43700 | 0 | 0 |
| SMITH  NEPHEW PLC | SPDN ADR NEW | 83175M205 |  | 373787 | 10300 | SH |  | SOLE |  | 10300 | 0 | 0 |
| SNDL INC | COM | 83307B101 |  | 60568 | 22600 | SH |  | SOLE |  | 22600 | 0 | 0 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 1844773 | 8179 | SH |  | SOLE |  | 8179 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 |  | 440300 | 11900 | SH |  | SOLE |  | 11900 | 0 | 0 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 |  | 407694 | 10200 | SH |  | SOLE |  | 10200 | 0 | 0 |
| SONOS INC | COM | 83570H108 |  | 231612 | 14659 | SH |  | SOLE |  | 14659 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 915522 | 31800 | SH |  | SOLE |  | 31800 | 0 | 0 |
| SOTERA HEALTH CO | COM | 83601L102 |  | 213000 | 13541 | SH |  | SOLE |  | 13541 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2464866 | 3700 | SH |  | SOLE |  | 3700 | 0 | 0 |
| SPROUTS FMRS MKT INC | COM | 85208M102 |  | 577184 | 5305 | SH |  | SOLE |  | 5305 | 0 | 0 |
| SS TECHNOLOGIES HLDGS INC | COM | 78467J100 |  | 1970472 | 22200 | SH |  | SOLE |  | 22200 | 0 | 0 |
| STAGWELL INC | COM CL A | 85256A109 |  | 66344 | 11784 | SH |  | SOLE |  | 11784 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 3121740 | 36900 | SH |  | SOLE |  | 36900 | 0 | 0 |
| STIFEL FINL CORP | COM | 860630102 |  | 612738 | 5400 | SH |  | SOLE |  | 5400 | 0 | 0 |
| STONECO LTD | COM CL A | G85158106 |  | 1098671 | 58100 | SH |  | SOLE |  | 58100 | 0 | 0 |
| STRIDE INC | COM | 86333M108 |  | 2070266 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| SUN CMNTYS INC | COM | 866674104 |  | 325338 | 2522 | SH |  | SOLE |  | 2522 | 0 | 0 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 |  | 369138 | 7700 | SH |  | SOLE |  | 7700 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 363077 | 1300 | SH |  | SOLE |  | 1300 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 2142063 | 8291 | SH |  | SOLE |  | 8291 | 0 | 0 |
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 |  | 1392160 | 124300 | SH |  | SOLE |  | 124300 | 0 | 0 |
| TALOS ENERGY INC | COM | 87484T108 |  | 230323 | 24017 | SH |  | SOLE |  | 24017 | 0 | 0 |
| TANGER INC | COM | 875465106 |  | 395928 | 11700 | SH |  | SOLE |  | 11700 | 0 | 0 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 285389 | 1300 | SH |  | SOLE |  | 1300 | 0 | 0 |
| TENABLE HLDGS INC | COM | 88025T102 |  | 1131408 | 38800 | SH |  | SOLE |  | 38800 | 0 | 0 |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 |  | 716538 | 30700 | SH |  | SOLE |  | 30700 | 0 | 0 |
| TERRENO RLTY CORP | COM | 88146M101 |  | 262752 | 4630 | SH |  | SOLE |  | 4630 | 0 | 0 |
| TG THERAPEUTICS INC | COM | 88322Q108 |  | 245794 | 6804 | SH |  | SOLE |  | 6804 | 0 | 0 |
| THE CAMPBELLS COMPANY | COM | 134429109 |  | 492648 | 15600 | SH |  | SOLE |  | 15600 | 0 | 0 |
| THE REALREAL INC | COM | 88339P101 |  | 399688 | 37600 | SH |  | SOLE |  | 37600 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 2037084 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| THOR INDS INC | COM | 885160101 |  | 435498 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 2572812 | 17800 | SH |  | SOLE |  | 17800 | 0 | 0 |
| TORM PLC | SHS CL A | G89479102 |  | 208262 | 10100 | SH |  | SOLE |  | 10100 | 0 | 0 |
| TRANSMEDICS GROUP INC | COM | 89377M109 |  | 314160 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| TRANSUNION | COM | 89400J107 |  | 209534 | 2501 | SH |  | SOLE |  | 2501 | 0 | 0 |
| TREX CO INC | COM | 89531P105 |  | 418165 | 8093 | SH |  | SOLE |  | 8093 | 0 | 0 |
| TRIMBLE INC | COM | 896239100 |  | 1339060 | 16400 | SH |  | SOLE |  | 16400 | 0 | 0 |
| TRIP COM GROUP LTD | ADS | 89677Q107 |  | 955040 | 12700 | SH |  | SOLE |  | 12700 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 457200 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| TTM TECHNOLOGIES INC | COM | 87305R109 |  | 565747 | 9822 | SH |  | SOLE |  | 9822 | 0 | 0 |
| TUTOR PERINI CORP | COM | 901109108 |  | 1213415 | 18500 | SH |  | SOLE |  | 18500 | 0 | 0 |
| TYSON FOODS INC | CL A | 902494103 |  | 1335780 | 24600 | SH |  | SOLE |  | 24600 | 0 | 0 |
| UBIQUITI INC | COM | 90353W103 |  | 268856 | 407 | SH |  | SOLE |  | 407 | 0 | 0 |
| UDEMY INC | COM | 902685106 |  | 281690 | 40184 | SH |  | SOLE |  | 40184 | 0 | 0 |
| UDR INC | COM | 902653104 |  | 614790 | 16500 | SH |  | SOLE |  | 16500 | 0 | 0 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 |  | 394048 | 13100 | SH |  | SOLE |  | 13100 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 1124514 | 11653 | SH |  | SOLE |  | 11653 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 4799670 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 1389388 | 34700 | SH |  | SOLE |  | 34700 | 0 | 0 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 |  | 295416 | 1445 | SH |  | SOLE |  | 1445 | 0 | 0 |
| UPWORK INC | COM | 91688F104 |  | 491176 | 26450 | SH |  | SOLE |  | 26450 | 0 | 0 |
| V F CORP | COM | 918204108 |  | 1689753 | 117100 | SH |  | SOLE |  | 117100 | 0 | 0 |
| V2X INC | COM | 92242T101 |  | 427891 | 7366 | SH |  | SOLE |  | 7366 | 0 | 0 |
| VALARIS LTD | CL A | G9460G101 |  | 425567 | 8726 | SH |  | SOLE |  | 8726 | 0 | 0 |
| VALVOLINE INC | COM | 92047W101 |  | 247779 | 6900 | SH |  | SOLE |  | 6900 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 259221 | 1390 | SH |  | SOLE |  | 1390 | 0 | 0 |
| VERINT SYS INC | COM | 92343X100 |  | 475916 | 23502 | SH |  | SOLE |  | 23502 | 0 | 0 |
| VIAVI SOLUTIONS INC | COM | 925550105 |  | 1354023 | 106700 | SH |  | SOLE |  | 106700 | 0 | 0 |
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 |  | 276828 | 10200 | SH |  | SOLE |  | 10200 | 0 | 0 |
| VIKING THERAPEUTICS INC | COM | 92686J106 |  | 633348 | 24100 | SH |  | SOLE |  | 24100 | 0 | 0 |
| VILLAGE FARMS INTL INC | COM | 92707Y108 |  | 58844 | 18800 | SH |  | SOLE |  | 18800 | 0 | 0 |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 |  | 227824 | 11600 | SH |  | SOLE |  | 11600 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 775274 | 2271 | SH |  | SOLE |  | 2271 | 0 | 0 |
| WARBY PARKER INC | CL A COM | 93403J106 |  | 858896 | 31142 | SH |  | SOLE |  | 31142 | 0 | 0 |
| WATSCO INC | COM | 942622200 |  | 241367 | 597 | SH |  | SOLE |  | 597 | 0 | 0 |
| WAYFAIR INC | CL A | 94419L101 |  | 464516 | 5200 | SH |  | SOLE |  | 5200 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 2355342 | 28100 | SH |  | SOLE |  | 28100 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 816408 | 6800 | SH |  | SOLE |  | 6800 | 0 | 0 |
| WESTLAKE CORPORATION | COM | 960413102 |  | 712111 | 9241 | SH |  | SOLE |  | 9241 | 0 | 0 |
| WIDEOPENWEST INC | COM | 96758W101 |  | 87632 | 16983 | SH |  | SOLE |  | 16983 | 0 | 0 |
| WILLDAN GROUP INC | COM | 96924N100 |  | 315499 | 3263 | SH |  | SOLE |  | 3263 | 0 | 0 |
| WIX COM LTD | SHS | M98068105 |  | 337497 | 1900 | SH |  | SOLE |  | 1900 | 0 | 0 |
| WORLD KINECT CORPORATION | COM | 981475106 |  | 216086 | 8327 | SH |  | SOLE |  | 8327 | 0 | 0 |
| XERIS BIOPHARMA HOLDINGS INC | COM | 98422E103 |  | 576312 | 70800 | SH |  | SOLE |  | 70800 | 0 | 0 |
| XYLEM INC | COM | 98419M100 |  | 2920500 | 19800 | SH |  | SOLE |  | 19800 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 |  | 273600 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| YUM CHINA HLDGS INC | COM | 98850P109 |  | 516757 | 12040 | SH |  | SOLE |  | 12040 | 0 | 0 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 |  | 651736 | 32800 | SH |  | SOLE |  | 32800 | 0 | 0 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 1231250 | 12500 | SH |  | SOLE |  | 12500 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 380432 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 |  | 813619 | 17300 | SH |  | SOLE |  | 17300 | 0 | 0 |

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