# EDGAR Filing Document

**Accession Number:** 0001632551
**File Stem:** 0001420506-25-002177
**Filing Date:** 2025-8
**Character Count:** 52224
**Document Hash:** d63078c7cc775a91fab76c146e657224
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-002177.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001420506-25-002177

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**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:** 251219179

**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:** 06-30-2025

**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  08-14-2025<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:** 509

**Form 13F Information Table Value Total:** $632985373

      (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 |  | 3592712 | 23599 | SH |  | SOLE |  | 23599 | 0 | 0 |
| AAON INC | COM PAR $0.004 | 000360206 |  | 243375 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 1763390 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| ABERCROMBIE  FITCH CO | CL A | 002896207 |  | 3314331 | 40004 | SH |  | SOLE |  | 40004 | 0 | 0 |
| ACADEMY SPORTS  OUTDOORS IN | COM | 00402L107 |  | 277822 | 6200 | SH |  | SOLE |  | 6200 | 0 | 0 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 |  | 459926 | 20270 | SH |  | SOLE |  | 20270 | 0 | 0 |
| ACUSHNET HLDGS CORP | COM | 005098108 |  | 546150 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| ADT INC DEL | COM | 00090Q103 |  | 358281 | 42300 | SH |  | SOLE |  | 42300 | 0 | 0 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 |  | 1129707 | 24300 | SH |  | SOLE |  | 24300 | 0 | 0 |
| ADVANCED ENERGY INDS | COM | 007973100 |  | 556500 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| AEROVIRONMENT INC | COM | 008073108 |  | 2083839 | 7313 | SH |  | SOLE |  | 7313 | 0 | 0 |
| AES CORP | COM | 00130H105 |  | 363992 | 34600 | SH |  | SOLE |  | 34600 | 0 | 0 |
| AGCO CORP | COM | 001084102 |  | 330112 | 3200 | SH |  | SOLE |  | 3200 | 0 | 0 |
| AGILYSYS INC | COM | 00847J105 |  | 228363 | 1992 | SH |  | SOLE |  | 1992 | 0 | 0 |
| ALASKA AIR GROUP INC | COM | 011659109 |  | 262244 | 5300 | SH |  | SOLE |  | 5300 | 0 | 0 |
| ALBERTSONS COS INC | COMMON STOCK | 013091103 |  | 344160 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| ALCON AG | ORD SHS | H01301128 |  | 326636 | 3700 | SH |  | SOLE |  | 3700 | 0 | 0 |
| ALIGHT INC | COM CL A | 01626W101 |  | 64416 | 11381 | SH |  | SOLE |  | 11381 | 0 | 0 |
| ALIGN TECHNOLOGY INC | COM | 016255101 |  | 1173846 | 6200 | SH |  | SOLE |  | 6200 | 0 | 0 |
| ALKAMI TECHNOLOGY INC | COM | 01644J108 |  | 271260 | 9000 | SH |  | SOLE |  | 9000 | 0 | 0 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 |  | 1166477 | 12280 | SH |  | SOLE |  | 12280 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3742929 | 21100 | SH |  | SOLE |  | 21100 | 0 | 0 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 |  | 173160 | 15600 | SH |  | SOLE |  | 15600 | 0 | 0 |
| ALTIMMUNE INC | COM NEW | 02155H200 |  | 55341 | 14300 | SH |  | SOLE |  | 14300 | 0 | 0 |
| AMER SPORTS INC | COM SHS | G0260P102 |  | 1428810 | 36863 | SH |  | SOLE |  | 36863 | 0 | 0 |
| AMERESCO INC | CL A | 02361E108 |  | 250270 | 16476 | SH |  | SOLE |  | 16476 | 0 | 0 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 |  | 669834 | 59700 | SH |  | SOLE |  | 59700 | 0 | 0 |
| AMERICAN AXLE  MFG HLDGS IN | COM | 024061103 |  | 49368 | 12100 | SH |  | SOLE |  | 12100 | 0 | 0 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 427950 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 |  | 476970 | 13000 | SH |  | SOLE |  | 13000 | 0 | 0 |
| AMETEK INC | COM | 031100100 |  | 975555 | 5391 | SH |  | SOLE |  | 5391 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 5690962 | 57630 | SH |  | SOLE |  | 57630 | 0 | 0 |
| AMPLITUDE INC | COM CL A | 03213A104 |  | 226672 | 18280 | SH |  | SOLE |  | 18280 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 1309110 | 5500 | SH |  | SOLE |  | 5500 | 0 | 0 |
| ANGI INC | CL A NEW | 00183L201 |  | 453222 | 29700 | SH |  | SOLE |  | 29700 | 0 | 0 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 |  | 856310 | 45500 | SH |  | SOLE |  | 45500 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 782375 | 2193 | SH |  | SOLE |  | 2193 | 0 | 0 |
| APA CORPORATION | COM | 03743Q108 |  | 490172 | 26800 | SH |  | SOLE |  | 26800 | 0 | 0 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 409437 | 2886 | SH |  | SOLE |  | 2886 | 0 | 0 |
| APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 |  | 140040 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 12085334 | 58904 | SH |  | SOLE |  | 58904 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 3780864 | 10800 | SH |  | SOLE |  | 10800 | 0 | 0 |
| APTIV PLC | COM SHS | G3265R107 |  | 222124 | 3256 | SH |  | SOLE |  | 3256 | 0 | 0 |
| ARAMARK | COM | 03852U106 |  | 523375 | 12500 | SH |  | SOLE |  | 12500 | 0 | 0 |
| ARBOR REALTY TRUST INC | COM | 038923108 |  | 331700 | 31000 | SH |  | SOLE |  | 31000 | 0 | 0 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 |  | 194878 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| ARMOUR RESIDENTIAL REIT INC | COM SHS | 042315705 |  | 171462 | 10200 | SH |  | SOLE |  | 10200 | 0 | 0 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 |  | 332772 | 56402 | SH |  | SOLE |  | 56402 | 0 | 0 |
| ASSURANT INC | COM | 04621X108 |  | 256737 | 1300 | SH |  | SOLE |  | 1300 | 0 | 0 |
| ASTERA LABS INC | COM | 04626A103 |  | 570731 | 6312 | SH |  | SOLE |  | 6312 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 1466716 | 7222 | SH |  | SOLE |  | 7222 | 0 | 0 |
| AUTOLIV INC | COM | 052800109 |  | 727350 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| AVEANNA HEALTHCARE HLDGS INC | COM | 05356F105 |  | 84595 | 16175 | SH |  | SOLE |  | 16175 | 0 | 0 |
| AVIDXCHANGE HOLDINGS INC | COM | 05368X102 |  | 797758 | 81487 | SH |  | SOLE |  | 81487 | 0 | 0 |
| AVIENT CORPORATION | COM | 05368V106 |  | 210015 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| AVIS BUDGET GROUP | COM | 053774105 |  | 423808 | 2507 | SH |  | SOLE |  | 2507 | 0 | 0 |
| AVNET INC | COM | 053807103 |  | 440511 | 8299 | SH |  | SOLE |  | 8299 | 0 | 0 |
| AXALTA COATING SYS LTD | COM | G0750C108 |  | 777878 | 26200 | SH |  | SOLE |  | 26200 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 848638 | 1025 | SH |  | SOLE |  | 1025 | 0 | 0 |
| AZEK CO INC | CL A | 05478C105 |  | 1913120 | 35200 | SH |  | SOLE |  | 35200 | 0 | 0 |
| BAIDU INC | SPON ADR REP A | 056752108 |  | 478026 | 5574 | SH |  | SOLE |  | 5574 | 0 | 0 |
| BANCO BRADESCO S A | SP ADR PFD NEW | 059460303 |  | 54075 | 17500 | SH |  | SOLE |  | 17500 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 1717716 | 36300 | SH |  | SOLE |  | 36300 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 1366650 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| BATH  BODY WORKS INC | COM | 070830104 |  | 547639 | 18279 | SH |  | SOLE |  | 18279 | 0 | 0 |
| BEAZER HOMES USA INC | COM NEW | 07556Q881 |  | 208041 | 9300 | SH |  | SOLE |  | 9300 | 0 | 0 |
| BGC GROUP INC | CL A | 088929104 |  | 267003 | 26100 | SH |  | SOLE |  | 26100 | 0 | 0 |
| BILL HOLDINGS INC | COM | 090043100 |  | 1623726 | 35100 | SH |  | SOLE |  | 35100 | 0 | 0 |
| BIO-TECHNE CORP | COM | 09073M104 |  | 1215095 | 23617 | SH |  | SOLE |  | 23617 | 0 | 0 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 |  | 571688 | 10400 | SH |  | SOLE |  | 10400 | 0 | 0 |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 |  | 1263926 | 25700 | SH |  | SOLE |  | 25700 | 0 | 0 |
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 |  | 2260440 | 20963 | SH |  | SOLE |  | 20963 | 0 | 0 |
| BLACKBERRY LTD | COM | 09228F103 |  | 879360 | 192000 | SH |  | SOLE |  | 192000 | 0 | 0 |
| BLOCK H  R INC | COM | 093671105 |  | 456740 | 8321 | SH |  | SOLE |  | 8321 | 0 | 0 |
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 |  | 4268394 | 33300 | SH |  | SOLE |  | 33300 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 3855352 | 18400 | SH |  | SOLE |  | 18400 | 0 | 0 |
| BOOT BARN HLDGS INC | COM | 099406100 |  | 1109600 | 7300 | SH |  | SOLE |  | 7300 | 0 | 0 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 |  | 343629 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| BORGWARNER INC | COM | 099724106 |  | 477994 | 14277 | SH |  | SOLE |  | 14277 | 0 | 0 |
| BOX INC | CL A | 10316T104 |  | 1949774 | 57061 | SH |  | SOLE |  | 57061 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 202426 | 4373 | SH |  | SOLE |  | 4373 | 0 | 0 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 637055 | 10300 | SH |  | SOLE |  | 10300 | 0 | 0 |
| BUILD-A-BEAR WORKSHOP INC | COM | 120076104 |  | 446097 | 8652 | SH |  | SOLE |  | 8652 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 444239 | 3807 | SH |  | SOLE |  | 3807 | 0 | 0 |
| C3 AI INC | CL A | 12468P104 |  | 1282554 | 52200 | SH |  | SOLE |  | 52200 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 1718244 | 5576 | SH |  | SOLE |  | 5576 | 0 | 0 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 |  | 310556 | 6800 | SH |  | SOLE |  | 6800 | 0 | 0 |
| CAMPING WORLD HLDGS INC | CL A | 13462K109 |  | 935136 | 54400 | SH |  | SOLE |  | 54400 | 0 | 0 |
| CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 |  | 332343 | 29700 | SH |  | SOLE |  | 29700 | 0 | 0 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 891760 | 28400 | SH |  | SOLE |  | 28400 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 412204 | 5200 | SH |  | SOLE |  | 5200 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 1357196 | 6379 | SH |  | SOLE |  | 6379 | 0 | 0 |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 |  | 201780 | 11400 | SH |  | SOLE |  | 11400 | 0 | 0 |
| CARGURUS INC | COM CL A | 141788109 |  | 1380638 | 41250 | SH |  | SOLE |  | 41250 | 0 | 0 |
| CARMAX INC | COM | 143130102 |  | 3424081 | 50946 | SH |  | SOLE |  | 50946 | 0 | 0 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 781736 | 27800 | SH |  | SOLE |  | 27800 | 0 | 0 |
| CARNIVAL PLC | ADS | 14365C103 |  | 604587 | 23700 | SH |  | SOLE |  | 23700 | 0 | 0 |
| CARVANA CO | CL A | 146869102 |  | 2729376 | 8100 | SH |  | SOLE |  | 8100 | 0 | 0 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 1808397 | 3544 | SH |  | SOLE |  | 3544 | 0 | 0 |
| CAVA GROUP INC | COM | 148929102 |  | 1743645 | 20701 | SH |  | SOLE |  | 20701 | 0 | 0 |
| CBRE GROUP INC | CL A | 12504L109 |  | 1289104 | 9200 | SH |  | SOLE |  | 9200 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 343442 | 2200 | SH |  | SOLE |  | 2200 | 0 | 0 |
| CENOVUS ENERGY INC | COM | 15135U109 |  | 490960 | 36100 | SH |  | SOLE |  | 36100 | 0 | 0 |
| CENTENE CORP DEL | COM | 15135B101 |  | 1025892 | 18900 | SH |  | SOLE |  | 18900 | 0 | 0 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 2252162 | 61300 | SH |  | SOLE |  | 61300 | 0 | 0 |
| CF INDS HLDGS INC | COM | 125269100 |  | 1462800 | 15900 | SH |  | SOLE |  | 15900 | 0 | 0 |
| CHAMPIONX CORPORATION | COM | 15872M104 |  | 226044 | 9100 | SH |  | SOLE |  | 9100 | 0 | 0 |
| CHARLES RIV LABS INTL INC | COM | 159864107 |  | 4036321 | 26602 | SH |  | SOLE |  | 26602 | 0 | 0 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 3434004 | 8400 | SH |  | SOLE |  | 8400 | 0 | 0 |
| CHEMOURS CO | COM | 163851108 |  | 716770 | 62600 | SH |  | SOLE |  | 62600 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 4868174 | 33998 | SH |  | SOLE |  | 33998 | 0 | 0 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 747429 | 5019 | SH |  | SOLE |  | 5019 | 0 | 0 |
| CIVITAS RESOURCES INC | COM NEW | 17888H103 |  | 473509 | 17206 | SH |  | SOLE |  | 17206 | 0 | 0 |
| CLEANSPARK INC | COM NEW | 18452B209 |  | 269132 | 24400 | SH |  | SOLE |  | 24400 | 0 | 0 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 |  | 782901 | 35700 | SH |  | SOLE |  | 35700 | 0 | 0 |
| COEUR MNG INC | COM NEW | 192108504 |  | 1059656 | 119600 | SH |  | SOLE |  | 119600 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 491589 | 6300 | SH |  | SOLE |  | 6300 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 677996 | 7600 | SH |  | SOLE |  | 7600 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 963540 | 10600 | SH |  | SOLE |  | 10600 | 0 | 0 |
| COLUMBIA SPORTSWEAR CO | COM | 198516106 |  | 427560 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 2016485 | 56500 | SH |  | SOLE |  | 56500 | 0 | 0 |
| COMMVAULT SYS INC | COM | 204166102 |  | 453258 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| COMSTOCK RES INC | COM | 205768302 |  | 243496 | 8800 | SH |  | SOLE |  | 8800 | 0 | 0 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 856171 | 34343 | SH |  | SOLE |  | 34343 | 0 | 0 |
| CONMED CORP | COM | 207410101 |  | 405130 | 7779 | SH |  | SOLE |  | 7779 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 4154962 | 46300 | SH |  | SOLE |  | 46300 | 0 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 1512924 | 9300 | SH |  | SOLE |  | 9300 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 569212 | 11600 | SH |  | SOLE |  | 11600 | 0 | 0 |
| COREBRIDGE FINL INC | COM | 21871X109 |  | 213000 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 2382327 | 45300 | SH |  | SOLE |  | 45300 | 0 | 0 |
| CORVUS PHARMACEUTICALS INC | COM | 221015100 |  | 70000 | 17500 | SH |  | SOLE |  | 17500 | 0 | 0 |
| COSTAR GROUP INC | COM | 22160N109 |  | 972840 | 12100 | SH |  | SOLE |  | 12100 | 0 | 0 |
| COTERRA ENERGY INC | COM | 127097103 |  | 385776 | 15200 | SH |  | SOLE |  | 15200 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 2107348 | 22760 | SH |  | SOLE |  | 22760 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 4656150 | 67500 | SH |  | SOLE |  | 67500 | 0 | 0 |
| CYTOMX THERAPEUTICS INC | COM | 23284F105 |  | 113766 | 50117 | SH |  | SOLE |  | 50117 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 732242 | 19300 | SH |  | SOLE |  | 19300 | 0 | 0 |
| DAVE  BUSTERS ENTMT INC | COM | 238337109 |  | 391190 | 13005 | SH |  | SOLE |  | 13005 | 0 | 0 |
| DAVE INC | CLASS A COM NEW | 23834J201 |  | 1664142 | 6200 | SH |  | SOLE |  | 6200 | 0 | 0 |
| DAVITA INC | COM | 23918K108 |  | 256410 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| DAY ONE BIOPHARMACEUTICALS I | COM | 23954D109 |  | 182650 | 28100 | SH |  | SOLE |  | 28100 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 2889240 | 5682 | SH |  | SOLE |  | 5682 | 0 | 0 |
| DEFINITIVE HEALTHCARE CORP | CLASS A COM | 24477E103 |  | 54990 | 14100 | SH |  | SOLE |  | 14100 | 0 | 0 |
| DELCATH SYS INC | COM NEW | 24661P807 |  | 180880 | 13300 | SH |  | SOLE |  | 13300 | 0 | 0 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 1084721 | 34100 | SH |  | SOLE |  | 34100 | 0 | 0 |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 |  | 157167 | 14539 | SH |  | SOLE |  | 14539 | 0 | 0 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 2611092 | 13200 | SH |  | SOLE |  | 13200 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 4463720 | 25605 | SH |  | SOLE |  | 25605 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 14050333 | 113300 | SH |  | SOLE |  | 113300 | 0 | 0 |
| DLOCAL LTD | CLASS A COM | G29018101 |  | 284702 | 25106 | SH |  | SOLE |  | 25106 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 2665054 | 23300 | SH |  | SOLE |  | 23300 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 1882871 | 43900 | SH |  | SOLE |  | 43900 | 0 | 0 |
| DUN  BRADSTREET HLDGS INC | COM | 26484T106 |  | 417313 | 45909 | SH |  | SOLE |  | 45909 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 1027684 | 14983 | SH |  | SOLE |  | 14983 | 0 | 0 |
| DUTCH BROS INC | CL A | 26701L100 |  | 1285424 | 18801 | SH |  | SOLE |  | 18801 | 0 | 0 |
| DYCOM INDS INC | COM | 267475101 |  | 309153 | 1265 | SH |  | SOLE |  | 1265 | 0 | 0 |
| DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 |  | 137888 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| E L F BEAUTY INC | COM | 26856L103 |  | 2949228 | 23700 | SH |  | SOLE |  | 23700 | 0 | 0 |
| EAST WEST BANCORP INC | COM | 27579R104 |  | 1110780 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| EBAY INC. | COM | 278642103 |  | 297840 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 |  | 1583652 | 110900 | SH |  | SOLE |  | 110900 | 0 | 0 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 |  | 522649 | 23075 | SH |  | SOLE |  | 23075 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 959976 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| ENCOMPASS HEALTH CORP | COM | 29261A100 |  | 2514406 | 20504 | SH |  | SOLE |  | 20504 | 0 | 0 |
| ENOVIX CORPORATION | COM | 293594107 |  | 475309 | 45968 | SH |  | SOLE |  | 45968 | 0 | 0 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 1712272 | 20600 | SH |  | SOLE |  | 20600 | 0 | 0 |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 |  | 1254468 | 64200 | SH |  | SOLE |  | 64200 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 1699538 | 14209 | SH |  | SOLE |  | 14209 | 0 | 0 |
| EPAM SYS INC | COM | 29414B104 |  | 4181263 | 23647 | SH |  | SOLE |  | 23647 | 0 | 0 |
| ETSY INC | COM | 29786A106 |  | 1896048 | 37800 | SH |  | SOLE |  | 37800 | 0 | 0 |
| EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 |  | 109824 | 19507 | SH |  | SOLE |  | 19507 | 0 | 0 |
| EVGO INC | CL A COM | 30052F100 |  | 163155 | 44700 | SH |  | SOLE |  | 44700 | 0 | 0 |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 |  | 131040 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| EXELIXIS INC | COM | 30161Q104 |  | 2803170 | 63600 | SH |  | SOLE |  | 63600 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 245574 | 2100 | SH |  | SOLE |  | 2100 | 0 | 0 |
| EXTREME NETWORKS | COM | 30226D106 |  | 358156 | 19953 | SH |  | SOLE |  | 19953 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2058980 | 19100 | SH |  | SOLE |  | 19100 | 0 | 0 |
| F5 INC | COM | 315616102 |  | 735800 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| FAIR ISAAC CORP | COM | 303250104 |  | 855485 | 468 | SH |  | SOLE |  | 468 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 4432772 | 19501 | SH |  | SOLE |  | 19501 | 0 | 0 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 4071925 | 18700 | SH |  | SOLE |  | 18700 | 0 | 0 |
| FIRST ADVANTAGE CORP NEW | COM | 31846B108 |  | 425748 | 25632 | SH |  | SOLE |  | 25632 | 0 | 0 |
| FIVE9 INC | COM | 338307101 |  | 1242600 | 46926 | SH |  | SOLE |  | 46926 | 0 | 0 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 |  | 410184 | 5400 | SH |  | SOLE |  | 5400 | 0 | 0 |
| FMC CORP | COM NEW | 302491303 |  | 463425 | 11100 | SH |  | SOLE |  | 11100 | 0 | 0 |
| FORTREA HLDGS INC | COMMON STOCK | 34965K107 |  | 255941 | 51810 | SH |  | SOLE |  | 51810 | 0 | 0 |
| FOX CORP | CL A COM | 35137L105 |  | 4308972 | 76891 | SH |  | SOLE |  | 76891 | 0 | 0 |
| FOX CORP | CL B COM | 35137L204 |  | 1244025 | 24095 | SH |  | SOLE |  | 24095 | 0 | 0 |
| FRANKLIN RESOURCES INC | COM | 354613101 |  | 232633 | 9754 | SH |  | SOLE |  | 9754 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 347494 | 8016 | SH |  | SOLE |  | 8016 | 0 | 0 |
| FRESHWORKS INC | CLASS A COM | 358054104 |  | 337070 | 22607 | SH |  | SOLE |  | 22607 | 0 | 0 |
| FRONTDOOR INC | COM | 35905A109 |  | 1243634 | 21100 | SH |  | SOLE |  | 21100 | 0 | 0 |
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 |  | 210103 | 1700 | SH |  | SOLE |  | 1700 | 0 | 0 |
| GARMIN LTD | SHS | H2906T109 |  | 989542 | 4741 | SH |  | SOLE |  | 4741 | 0 | 0 |
| GATES INDL CORP PLC | ORD SHS | G39108108 |  | 232603 | 10100 | SH |  | SOLE |  | 10100 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 4118736 | 55606 | SH |  | SOLE |  | 55606 | 0 | 0 |
| GEN DIGITAL INC | COM | 668771108 |  | 1969800 | 67000 | SH |  | SOLE |  | 67000 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 349391 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |
| GENPACT LIMITED | SHS | G3922B107 |  | 599460 | 13621 | SH |  | SOLE |  | 13621 | 0 | 0 |
| GENTEX CORP | COM | 371901109 |  | 371631 | 16900 | SH |  | SOLE |  | 16900 | 0 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 400280 | 5001 | SH |  | SOLE |  | 5001 | 0 | 0 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 |  | 210100 | 5500 | SH |  | SOLE |  | 5500 | 0 | 0 |
| GMS INC | COM | 36251C103 |  | 1316528 | 12106 | SH |  | SOLE |  | 12106 | 0 | 0 |
| GOGO INC | COM | 38046C109 |  | 1038933 | 70772 | SH |  | SOLE |  | 70772 | 0 | 0 |
| GOLAR LNG LTD | SHS | G9456A100 |  | 469566 | 11400 | SH |  | SOLE |  | 11400 | 0 | 0 |
| GOODRX HLDGS INC | COM CL A | 38246G108 |  | 69222 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 |  | 156433 | 31100 | SH |  | SOLE |  | 31100 | 0 | 0 |
| GREEN PLAINS INC | COM | 393222104 |  | 89244 | 14800 | SH |  | SOLE |  | 14800 | 0 | 0 |
| GUARDANT HEALTH INC | COM | 40131M109 |  | 762490 | 14652 | SH |  | SOLE |  | 14652 | 0 | 0 |
| GUESS INC | COM | 401617105 |  | 211454 | 17490 | SH |  | SOLE |  | 17490 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 |  | 2868723 | 12184 | SH |  | SOLE |  | 12184 | 0 | 0 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 |  | 784070 | 16100 | SH |  | SOLE |  | 16100 | 0 | 0 |
| HAEMONETICS CORP MASS | COM | 405024100 |  | 339177 | 4546 | SH |  | SOLE |  | 4546 | 0 | 0 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 1460826 | 28082 | SH |  | SOLE |  | 28082 | 0 | 0 |
| HAMILTON LANE INC | CL A | 407497106 |  | 759774 | 5346 | SH |  | SOLE |  | 5346 | 0 | 0 |
| HANESBRANDS INC | COM | 410345102 |  | 162132 | 35400 | SH |  | SOLE |  | 35400 | 0 | 0 |
| HARLEY DAVIDSON INC | COM | 412822108 |  | 343734 | 14565 | SH |  | SOLE |  | 14565 | 0 | 0 |
| HAYWARD HLDGS INC | COM | 421298100 |  | 425040 | 30800 | SH |  | SOLE |  | 30800 | 0 | 0 |
| HEALTHEQUITY INC | COM | 42226A107 |  | 2042820 | 19500 | SH |  | SOLE |  | 19500 | 0 | 0 |
| HELEN OF TROY LTD | COM | G4388N106 |  | 360227 | 12693 | SH |  | SOLE |  | 12693 | 0 | 0 |
| HELLO GROUP INC | ADS | 423403104 |  | 125756 | 14900 | SH |  | SOLE |  | 14900 | 0 | 0 |
| HENRY SCHEIN INC | COM | 806407102 |  | 284895 | 3900 | SH |  | SOLE |  | 3900 | 0 | 0 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 5708679 | 279153 | SH |  | SOLE |  | 279153 | 0 | 0 |
| HF SINCLAIR CORP | COM | 403949100 |  | 1039324 | 25300 | SH |  | SOLE |  | 25300 | 0 | 0 |
| HILLMAN SOLUTIONS CORP | COM | 431636109 |  | 104244 | 14600 | SH |  | SOLE |  | 14600 | 0 | 0 |
| HOST HOTELS  RESORTS INC | COM | 44107P104 |  | 301056 | 19600 | SH |  | SOLE |  | 19600 | 0 | 0 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 2898230 | 15571 | SH |  | SOLE |  | 15571 | 0 | 0 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 |  | 431609 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |
| HUDBAY MINERALS INC | COM | 443628102 |  | 439063 | 41382 | SH |  | SOLE |  | 41382 | 0 | 0 |
| HUNT J B TRANS SVCS INC | COM | 445658107 |  | 732360 | 5100 | SH |  | SOLE |  | 5100 | 0 | 0 |
| HUT 8 CORP | COM | 44812J104 |  | 245520 | 13200 | SH |  | SOLE |  | 13200 | 0 | 0 |
| IDEX CORP | COM | 45167R104 |  | 403811 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 495578 | 924 | SH |  | SOLE |  | 924 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 642850 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| IMMERSION CORP | COM | 452521107 |  | 103330 | 13113 | SH |  | SOLE |  | 13113 | 0 | 0 |
| INDIE SEMICONDUCTOR INC | CLASS A COM | 45569U101 |  | 91848 | 25800 | SH |  | SOLE |  | 25800 | 0 | 0 |
| ING GROEP N.V. | SPONSORED ADR | 456837103 |  | 293058 | 13400 | SH |  | SOLE |  | 13400 | 0 | 0 |
| INGREDION INC | COM | 457187102 |  | 854406 | 6300 | SH |  | SOLE |  | 6300 | 0 | 0 |
| INSMED INC | COM PAR $.01 | 457669307 |  | 352240 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| INSULET CORP | COM | 45784P101 |  | 3895832 | 12400 | SH |  | SOLE |  | 12400 | 0 | 0 |
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 |  | 226222 | 18437 | SH |  | SOLE |  | 18437 | 0 | 0 |
| INTELLIA THERAPEUTICS INC | COM | 45826J105 |  | 221368 | 23600 | SH |  | SOLE |  | 23600 | 0 | 0 |
| INTERDIGITAL INC | COM | 45867G101 |  | 256295 | 1143 | SH |  | SOLE |  | 1143 | 0 | 0 |
| INTERFACE INC | COM | 458665304 |  | 209677 | 10018 | SH |  | SOLE |  | 10018 | 0 | 0 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 766373 | 16365 | SH |  | SOLE |  | 16365 | 0 | 0 |
| INTERPUBLIC GROUP COS INC | COM | 460690100 |  | 1720944 | 70300 | SH |  | SOLE |  | 70300 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 1932056 | 2453 | SH |  | SOLE |  | 2453 | 0 | 0 |
| INTUITIVE MACHINES INC | CLASS A COM | 46125A100 |  | 710898 | 65400 | SH |  | SOLE |  | 65400 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1268772 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| INVITATION HOMES INC | COM | 46187W107 |  | 511680 | 15600 | SH |  | SOLE |  | 15600 | 0 | 0 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 |  | 655866 | 16600 | SH |  | SOLE |  | 16600 | 0 | 0 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 306600 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| JABIL INC | COM | 466313103 |  | 2420910 | 11100 | SH |  | SOLE |  | 11100 | 0 | 0 |
| JAMES HARDIE INDS PLC | SPONSORED ADR | 47030M106 |  | 338814 | 12600 | SH |  | SOLE |  | 12600 | 0 | 0 |
| JBG SMITH PPTYS | COM | 46590V100 |  | 307940 | 17800 | SH |  | SOLE |  | 17800 | 0 | 0 |
| JBT MAREL CORPORATION | COM | 477839104 |  | 374009 | 3110 | SH |  | SOLE |  | 3110 | 0 | 0 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 |  | 312061 | 5706 | SH |  | SOLE |  | 5706 | 0 | 0 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 |  | 445210 | 42200 | SH |  | SOLE |  | 42200 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1481675 | 9700 | SH |  | SOLE |  | 9700 | 0 | 0 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 444766 | 4211 | SH |  | SOLE |  | 4211 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2493806 | 8602 | SH |  | SOLE |  | 8602 | 0 | 0 |
| KB HOME | COM | 48666K109 |  | 561482 | 10600 | SH |  | SOLE |  | 10600 | 0 | 0 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 1662360 | 10145 | SH |  | SOLE |  | 10145 | 0 | 0 |
| KIMCO RLTY CORP | COM | 49446R109 |  | 527602 | 25100 | SH |  | SOLE |  | 25100 | 0 | 0 |
| KITE RLTY GROUP TR | COM NEW | 49803T300 |  | 314835 | 13900 | SH |  | SOLE |  | 13900 | 0 | 0 |
| KOHLS CORP | COM | 500255104 |  | 1410936 | 166384 | SH |  | SOLE |  | 166384 | 0 | 0 |
| KORN FERRY | COM NEW | 500643200 |  | 483978 | 6600 | SH |  | SOLE |  | 6600 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 1972575 | 27500 | SH |  | SOLE |  | 27500 | 0 | 0 |
| KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 |  | 493030 | 11750 | SH |  | SOLE |  | 11750 | 0 | 0 |
| LAS VEGAS SANDS CORP | COM | 517834107 |  | 348080 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 328233 | 6700 | SH |  | SOLE |  | 6700 | 0 | 0 |
| LEGALZOOM COM INC | COM | 52466B103 |  | 337689 | 37900 | SH |  | SOLE |  | 37900 | 0 | 0 |
| LEGGETT  PLATT INC | COM | 524660107 |  | 203965 | 22866 | SH |  | SOLE |  | 22866 | 0 | 0 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 1604261 | 10169 | SH |  | SOLE |  | 10169 | 0 | 0 |
| LEMONADE INC | COM | 52567D107 |  | 732897 | 16729 | SH |  | SOLE |  | 16729 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 2466603 | 22300 | SH |  | SOLE |  | 22300 | 0 | 0 |
| LEONARDO DRS INC | COM | 52661A108 |  | 288176 | 6200 | SH |  | SOLE |  | 6200 | 0 | 0 |
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 |  | 51700 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 892552 | 5900 | SH |  | SOLE |  | 5900 | 0 | 0 |
| LIVERAMP HLDGS INC | COM | 53815P108 |  | 723576 | 21900 | SH |  | SOLE |  | 21900 | 0 | 0 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 1087413 | 2900 | SH |  | SOLE |  | 2900 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 1463924 | 15400 | SH |  | SOLE |  | 15400 | 0 | 0 |
| LYFT INC | CL A COM | 55087P104 |  | 1659528 | 105300 | SH |  | SOLE |  | 105300 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 480238 | 8300 | SH |  | SOLE |  | 8300 | 0 | 0 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 |  | 470421 | 3283 | SH |  | SOLE |  | 3283 | 0 | 0 |
| MACYS INC | COM | 55616P104 |  | 928136 | 79600 | SH |  | SOLE |  | 79600 | 0 | 0 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 |  | 417643 | 1380 | SH |  | SOLE |  | 1380 | 0 | 0 |
| MAGNITE INC | COM | 55955D100 |  | 815256 | 33800 | SH |  | SOLE |  | 33800 | 0 | 0 |
| MARA HOLDINGS INC | COM | 565788106 |  | 2215584 | 141300 | SH |  | SOLE |  | 141300 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 531552 | 3200 | SH |  | SOLE |  | 3200 | 0 | 0 |
| MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 |  | 581662 | 8044 | SH |  | SOLE |  | 8044 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 996163 | 5845 | SH |  | SOLE |  | 5845 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2987835 | 5317 | SH |  | SOLE |  | 5317 | 0 | 0 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 2081790 | 27457 | SH |  | SOLE |  | 27457 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 555123 | 1900 | SH |  | SOLE |  | 1900 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 627624 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 |  | 464265 | 13500 | SH |  | SOLE |  | 13500 | 0 | 0 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 5305898 | 75400 | SH |  | SOLE |  | 75400 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 3882375 | 31500 | SH |  | SOLE |  | 31500 | 0 | 0 |
| MISTER CAR WASH INC | COM | 60646V105 |  | 226853 | 37746 | SH |  | SOLE |  | 37746 | 0 | 0 |
| MITEK SYS INC | COM NEW | 606710200 |  | 135660 | 13703 | SH |  | SOLE |  | 13703 | 0 | 0 |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 606822104 |  | 157780 | 11500 | SH |  | SOLE |  | 11500 | 0 | 0 |
| MKS INC. | COM | 55306N104 |  | 959718 | 9659 | SH |  | SOLE |  | 9659 | 0 | 0 |
| MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 |  | 907990 | 50500 | SH |  | SOLE |  | 50500 | 0 | 0 |
| MODERNA INC | COM | 60770K107 |  | 1156021 | 41900 | SH |  | SOLE |  | 41900 | 0 | 0 |
| MOLINA HEALTHCARE INC | COM | 60855R100 |  | 2204460 | 7400 | SH |  | SOLE |  | 7400 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 441530 | 6547 | SH |  | SOLE |  | 6547 | 0 | 0 |
| MONGODB INC | CL A | 60937P106 |  | 8504595 | 40500 | SH |  | SOLE |  | 40500 | 0 | 0 |
| MONRO INC | COM | 610236101 |  | 242958 | 16295 | SH |  | SOLE |  | 16295 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1746664 | 12400 | SH |  | SOLE |  | 12400 | 0 | 0 |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 |  | 342293 | 10700 | SH |  | SOLE |  | 10700 | 0 | 0 |
| NATIONAL VISION HLDGS INC | COM | 63845R107 |  | 404976 | 17600 | SH |  | SOLE |  | 17600 | 0 | 0 |
| NCINO INC | COM | 63947X101 |  | 254499 | 9099 | SH |  | SOLE |  | 9099 | 0 | 0 |
| NCR VOYIX CORPORATION | COM | 62886E108 |  | 146625 | 12500 | SH |  | SOLE |  | 12500 | 0 | 0 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 430689 | 7784 | SH |  | SOLE |  | 7784 | 0 | 0 |
| NERDWALLET INC | COM CL A | 64082B102 |  | 200159 | 18246 | SH |  | SOLE |  | 18246 | 0 | 0 |
| NETEASE INC | SPONSORED ADS | 64110W102 |  | 1913055 | 14215 | SH |  | SOLE |  | 14215 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1606956 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| NETSTREIT CORP | COM | 64119V303 |  | 184825 | 10917 | SH |  | SOLE |  | 10917 | 0 | 0 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 |  | 4851634 | 38600 | SH |  | SOLE |  | 38600 | 0 | 0 |
| NEW YORK MTG TR INC | COM | 649604840 |  | 67663 | 10099 | SH |  | SOLE |  | 10099 | 0 | 0 |
| NEWELL BRANDS INC | COM | 651229106 |  | 694980 | 128700 | SH |  | SOLE |  | 128700 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1943760 | 28000 | SH |  | SOLE |  | 28000 | 0 | 0 |
| NEXTRACKER INC | CLASS A COM | 65290E101 |  | 2375969 | 43700 | SH |  | SOLE |  | 43700 | 0 | 0 |
| NIAGEN BIOSCIENCE INC | COM NEW | 171077407 |  | 208945 | 14500 | SH |  | SOLE |  | 14500 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 14826048 | 208700 | SH |  | SOLE |  | 208700 | 0 | 0 |
| NORTHERN OIL  GAS INC | COM | 665531307 |  | 606690 | 21400 | SH |  | SOLE |  | 21400 | 0 | 0 |
| NORTHERN TR CORP | COM | 665859104 |  | 1356653 | 10700 | SH |  | SOLE |  | 10700 | 0 | 0 |
| NOV INC | COM | 62955J103 |  | 355498 | 28600 | SH |  | SOLE |  | 28600 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 476238 | 6900 | SH |  | SOLE |  | 6900 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 1537554 | 9575 | SH |  | SOLE |  | 9575 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 480982 | 3713 | SH |  | SOLE |  | 3713 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 415899 | 9900 | SH |  | SOLE |  | 9900 | 0 | 0 |
| OLIN CORP | COM PAR $1 | 680665205 |  | 216972 | 10800 | SH |  | SOLE |  | 10800 | 0 | 0 |
| OMNICOM GROUP INC | COM | 681919106 |  | 352506 | 4900 | SH |  | SOLE |  | 4900 | 0 | 0 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 820985 | 15773 | SH |  | SOLE |  | 15773 | 0 | 0 |
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 |  | 398237 | 19531 | SH |  | SOLE |  | 19531 | 0 | 0 |
| OPENLANE INC | COM | 48238T109 |  | 222495 | 9100 | SH |  | SOLE |  | 9100 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 10275610 | 47000 | SH |  | SOLE |  | 47000 | 0 | 0 |
| OSCAR HEALTH INC | CL A | 687793109 |  | 1372160 | 64000 | SH |  | SOLE |  | 64000 | 0 | 0 |
| OVINTIV INC | COM | 69047Q102 |  | 1194770 | 31400 | SH |  | SOLE |  | 31400 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 7961088 | 58400 | SH |  | SOLE |  | 58400 | 0 | 0 |
| PAPA JOHNS INTL INC | COM | 698813102 |  | 347229 | 7095 | SH |  | SOLE |  | 7095 | 0 | 0 |
| PARSONS CORP DEL | COM | 70202L102 |  | 294257 | 4100 | SH |  | SOLE |  | 4100 | 0 | 0 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 |  | 733322 | 123663 | SH |  | SOLE |  | 123663 | 0 | 0 |
| PAYCOM SOFTWARE INC | COM | 70432V102 |  | 935319 | 4042 | SH |  | SOLE |  | 4042 | 0 | 0 |
| PAYMENTUS HOLDINGS INC | COM CL A | 70439P108 |  | 225975 | 6900 | SH |  | SOLE |  | 6900 | 0 | 0 |
| PBF ENERGY INC | CL A | 69318G106 |  | 565587 | 26100 | SH |  | SOLE |  | 26100 | 0 | 0 |
| PEDIATRIX MEDICAL GROUP INC | COM | 58502B106 |  | 262605 | 18300 | SH |  | SOLE |  | 18300 | 0 | 0 |
| PEGASYSTEMS INC | COM | 705573103 |  | 2170288 | 40094 | SH |  | SOLE |  | 40094 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 7684728 | 58200 | SH |  | SOLE |  | 58200 | 0 | 0 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 |  | 656484 | 48200 | SH |  | SOLE |  | 48200 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 2380368 | 98200 | SH |  | SOLE |  | 98200 | 0 | 0 |
| PG CORP | COM | 69331C108 |  | 1895840 | 136000 | SH |  | SOLE |  | 136000 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 4243629 | 23300 | SH |  | SOLE |  | 23300 | 0 | 0 |
| PLANET LABS PBC | COM CL A | 72703X106 |  | 644752 | 105697 | SH |  | SOLE |  | 105697 | 0 | 0 |
| POLARIS INC | COM | 731068102 |  | 373330 | 9184 | SH |  | SOLE |  | 9184 | 0 | 0 |
| POOL CORP | COM | 73278L105 |  | 1544844 | 5300 | SH |  | SOLE |  | 5300 | 0 | 0 |
| PORCH GROUP INC | COM | 733245104 |  | 180387 | 15300 | SH |  | SOLE |  | 15300 | 0 | 0 |
| PORTILLOS INC | COM CL A | 73642K106 |  | 166648 | 14280 | SH |  | SOLE |  | 14280 | 0 | 0 |
| PPG INDS INC | COM | 693506107 |  | 218400 | 1920 | SH |  | SOLE |  | 1920 | 0 | 0 |
| PPL CORP | COM | 69351T106 |  | 1952064 | 57600 | SH |  | SOLE |  | 57600 | 0 | 0 |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 |  | 1134446 | 38300 | SH |  | SOLE |  | 38300 | 0 | 0 |
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 |  | 616550 | 10704 | SH |  | SOLE |  | 10704 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 3326920 | 20882 | SH |  | SOLE |  | 20882 | 0 | 0 |
| PROGRESS SOFTWARE CORP | COM | 743312100 |  | 262957 | 4119 | SH |  | SOLE |  | 4119 | 0 | 0 |
| PROPETRO HLDG CORP | COM | 74347M108 |  | 179100 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 |  | 295084 | 21539 | SH |  | SOLE |  | 21539 | 0 | 0 |
| QUANEX BLDG PRODS CORP | COM | 747619104 |  | 198450 | 10500 | SH |  | SOLE |  | 10500 | 0 | 0 |
| QUANTUMSCAPE CORP | COM CL A | 74767V109 |  | 615552 | 91600 | SH |  | SOLE |  | 91600 | 0 | 0 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 2820191 | 15700 | SH |  | SOLE |  | 15700 | 0 | 0 |
| RADNET INC | COM | 750491102 |  | 965592 | 16967 | SH |  | SOLE |  | 16967 | 0 | 0 |
| RALPH LAUREN CORP | CL A | 751212101 |  | 709837 | 2588 | SH |  | SOLE |  | 2588 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 212120 | 3682 | SH |  | SOLE |  | 3682 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 2409120 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| REDFIN CORP | COM | 75737F108 |  | 334726 | 29913 | SH |  | SOLE |  | 29913 | 0 | 0 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 2025072 | 86100 | SH |  | SOLE |  | 86100 | 0 | 0 |
| REMITLY GLOBAL INC | COM | 75960P104 |  | 277120 | 14764 | SH |  | SOLE |  | 14764 | 0 | 0 |
| RENAISSANCERE HLDGS LTD | COM | G7496G103 |  | 937594 | 3860 | SH |  | SOLE |  | 3860 | 0 | 0 |
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 |  | 260308 | 11800 | SH |  | SOLE |  | 11800 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 4467528 | 17316 | SH |  | SOLE |  | 17316 | 0 | 0 |
| REV GROUP INC | COM | 749527107 |  | 1016522 | 21360 | SH |  | SOLE |  | 21360 | 0 | 0 |
| RH | COM | 74967X103 |  | 3421081 | 18100 | SH |  | SOLE |  | 18100 | 0 | 0 |
| RIOT PLATFORMS INC | COM | 767292105 |  | 113000 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ROBERT HALF INC. | COM | 770323103 |  | 692021 | 16858 | SH |  | SOLE |  | 16858 | 0 | 0 |
| ROCKET LAB CORP | COM | 773121108 |  | 218197 | 6100 | SH |  | SOLE |  | 6100 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 365387 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| ROOT INC | CL A NEW | 77664L207 |  | 341168 | 2666 | SH |  | SOLE |  | 2666 | 0 | 0 |
| SAIA INC | COM | 78709Y105 |  | 223028 | 814 | SH |  | SOLE |  | 814 | 0 | 0 |
| SAILPOINT INC | COM | 78781J109 |  | 557784 | 24400 | SH |  | SOLE |  | 24400 | 0 | 0 |
| SALLY BEAUTY HLDGS INC | COM | 79546E104 |  | 124084 | 13400 | SH |  | SOLE |  | 13400 | 0 | 0 |
| SAP SE | SPON ADR | 803054204 |  | 1460288 | 4802 | SH |  | SOLE |  | 4802 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 6113080 | 67000 | SH |  | SOLE |  | 67000 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 1711358 | 10700 | SH |  | SOLE |  | 10700 | 0 | 0 |
| SEALED AIR CORP NEW | COM | 81211K100 |  | 837779 | 26999 | SH |  | SOLE |  | 26999 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 309003 | 3519 | SH |  | SOLE |  | 3519 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 7069736 | 52450 | SH |  | SOLE |  | 52450 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 1045809 | 12916 | SH |  | SOLE |  | 12916 | 0 | 0 |
| SERVICE CORP INTL | COM | 817565104 |  | 700040 | 8600 | SH |  | SOLE |  | 8600 | 0 | 0 |
| SES AI CORPORATION | CL A COM | 78397Q109 |  | 16789 | 18900 | SH |  | SOLE |  | 18900 | 0 | 0 |
| SEZZLE INC | COM | 78435P105 |  | 1469850 | 8200 | SH |  | SOLE |  | 8200 | 0 | 0 |
| SHAKE SHACK INC | CL A | 819047101 |  | 1504420 | 10700 | SH |  | SOLE |  | 10700 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 521034 | 7400 | SH |  | SOLE |  | 7400 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1581173 | 4605 | SH |  | SOLE |  | 4605 | 0 | 0 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 |  | 116450 | 27400 | SH |  | SOLE |  | 27400 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 3287475 | 28500 | SH |  | SOLE |  | 28500 | 0 | 0 |
| SIGNET JEWELERS LIMITED | SHS | G81276100 |  | 923416 | 11608 | SH |  | SOLE |  | 11608 | 0 | 0 |
| SIMPLY GOOD FOODS CO | COM | 82900L102 |  | 236925 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| SKECHERS U S A INC | CL A | 830566105 |  | 1571821 | 24910 | SH |  | SOLE |  | 24910 | 0 | 0 |
| SM ENERGY CO | COM | 78454L100 |  | 283770 | 11484 | SH |  | SOLE |  | 11484 | 0 | 0 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 |  | 310680 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| SNAP INC | CL A | 83304A106 |  | 370194 | 42600 | SH |  | SOLE |  | 42600 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 |  | 9885935 | 44179 | SH |  | SOLE |  | 44179 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 |  | 206040 | 10100 | SH |  | SOLE |  | 10100 | 0 | 0 |
| SOLVENTUM CORP | COM SHS | 83444M101 |  | 361984 | 4773 | SH |  | SOLE |  | 4773 | 0 | 0 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 |  | 489960 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| SONOS INC | COM | 83570H108 |  | 151978 | 14059 | SH |  | SOLE |  | 14059 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 1153129 | 44300 | SH |  | SOLE |  | 44300 | 0 | 0 |
| SOTERA HEALTH CO | COM | 83601L102 |  | 166144 | 14941 | SH |  | SOLE |  | 14941 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 2506959 | 27300 | SH |  | SOLE |  | 27300 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4942800 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| SPRINKLR INC | CL A | 85208T107 |  | 247878 | 29300 | SH |  | SOLE |  | 29300 | 0 | 0 |
| SPROUTS FMRS MKT INC | COM | 85208M102 |  | 906343 | 5505 | SH |  | SOLE |  | 5505 | 0 | 0 |
| STEEL DYNAMICS INC | COM | 858119100 |  | 889926 | 6952 | SH |  | SOLE |  | 6952 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 |  | 438161 | 1824 | SH |  | SOLE |  | 1824 | 0 | 0 |
| STRIDE INC | COM | 86333M108 |  | 2569863 | 17700 | SH |  | SOLE |  | 17700 | 0 | 0 |
| SUMMIT HOTEL PPTYS INC | COM | 866082100 |  | 64953 | 12761 | SH |  | SOLE |  | 12761 | 0 | 0 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 |  | 241214 | 3630 | SH |  | SOLE |  | 3630 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 243013 | 6489 | SH |  | SOLE |  | 6489 | 0 | 0 |
| SUNOPTA INC | COM | 8676EP108 |  | 162974 | 28099 | SH |  | SOLE |  | 28099 | 0 | 0 |
| SUNRUN INC | COM | 86771W105 |  | 584870 | 71500 | SH |  | SOLE |  | 71500 | 0 | 0 |
| SWEETGREEN INC | COM CL A | 87043Q108 |  | 178560 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| SYMBOTIC INC | CLASS A COM | 87151X101 |  | 522649 | 13453 | SH |  | SOLE |  | 13453 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 262086 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1766622 | 7800 | SH |  | SOLE |  | 7800 | 0 | 0 |
| TALOS ENERGY INC | COM | 87484T108 |  | 294400 | 34717 | SH |  | SOLE |  | 34717 | 0 | 0 |
| TANDEM DIABETES CARE INC | COM NEW | 875372203 |  | 529376 | 28400 | SH |  | SOLE |  | 28400 | 0 | 0 |
| TC ENERGY CORP | COM | 87807B107 |  | 352410 | 7223 | SH |  | SOLE |  | 7223 | 0 | 0 |
| TD SYNNEX CORPORATION | COM | 87162W100 |  | 1918527 | 14138 | SH |  | SOLE |  | 14138 | 0 | 0 |
| TEEKAY CORPORATION LTD | SHS | G8726T105 |  | 91121 | 11045 | SH |  | SOLE |  | 11045 | 0 | 0 |
| TELEFONAKTIEBOLAGET LM ERICS | ADR B SEK 10 | 294821608 |  | 2912032 | 343400 | SH |  | SOLE |  | 343400 | 0 | 0 |
| TELUS CORPORATION | COM | 87971M103 |  | 536404 | 33400 | SH |  | SOLE |  | 33400 | 0 | 0 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 |  | 228800 | 1300 | SH |  | SOLE |  | 1300 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 890083 | 2802 | SH |  | SOLE |  | 2802 | 0 | 0 |
| TETRA TECH INC NEW | COM | 88162G103 |  | 1190276 | 33100 | SH |  | SOLE |  | 33100 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 560574 | 2700 | SH |  | SOLE |  | 2700 | 0 | 0 |
| THE CAMPBELLS COMPANY | COM | 134429109 |  | 2911750 | 95000 | SH |  | SOLE |  | 95000 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 3008278 | 9100 | SH |  | SOLE |  | 9100 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 591182 | 8212 | SH |  | SOLE |  | 8212 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 2797674 | 6900 | SH |  | SOLE |  | 6900 | 0 | 0 |
| THREDUP INC | CL A | 88556E102 |  | 381990 | 51000 | SH |  | SOLE |  | 51000 | 0 | 0 |
| TOAST INC | CL A | 888787108 |  | 2174639 | 49100 | SH |  | SOLE |  | 49100 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 535840 | 4695 | SH |  | SOLE |  | 4695 | 0 | 0 |
| TOPBUILD CORP | COM | 89055F103 |  | 221114 | 683 | SH |  | SOLE |  | 683 | 0 | 0 |
| TRANSMEDICS GROUP INC | COM | 89377M109 |  | 830862 | 6200 | SH |  | SOLE |  | 6200 | 0 | 0 |
| TREX CO INC | COM | 89531P105 |  | 656802 | 12078 | SH |  | SOLE |  | 12078 | 0 | 0 |
| TRIMBLE INC | COM | 896239100 |  | 882052 | 11609 | SH |  | SOLE |  | 11609 | 0 | 0 |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 |  | 256035 | 50500 | SH |  | SOLE |  | 50500 | 0 | 0 |
| TRUMP MEDIA  TECHNOLOGY GRO | COM | 25400Q105 |  | 939884 | 52100 | SH |  | SOLE |  | 52100 | 0 | 0 |
| TRUPANION INC | COM | 898202106 |  | 368963 | 6666 | SH |  | SOLE |  | 6666 | 0 | 0 |
| TSS INC DEL | COM | 87288V101 |  | 273222 | 9477 | SH |  | SOLE |  | 9477 | 0 | 0 |
| TTM TECHNOLOGIES INC | COM | 87305R109 |  | 878528 | 21522 | SH |  | SOLE |  | 21522 | 0 | 0 |
| TUTOR PERINI CORP | COM | 901109108 |  | 394122 | 8425 | SH |  | SOLE |  | 8425 | 0 | 0 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 |  | 252674 | 6868 | SH |  | SOLE |  | 6868 | 0 | 0 |
| TYSON FOODS INC | CL A | 902494103 |  | 682468 | 12200 | SH |  | SOLE |  | 12200 | 0 | 0 |
| UIPATH INC | CL A | 90364P105 |  | 1849600 | 144500 | SH |  | SOLE |  | 144500 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 379870 | 812 | SH |  | SOLE |  | 812 | 0 | 0 |
| UNDER ARMOUR INC | CL A | 904311107 |  | 1514894 | 221800 | SH |  | SOLE |  | 221800 | 0 | 0 |
| UNDER ARMOUR INC | CL C | 904311206 |  | 364089 | 56100 | SH |  | SOLE |  | 56100 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 1457229 | 18300 | SH |  | SOLE |  | 18300 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 4085647 | 40476 | SH |  | SOLE |  | 40476 | 0 | 0 |
| UNITED PARKS  RESORTS INC | COM | 81282V100 |  | 534634 | 11339 | SH |  | SOLE |  | 11339 | 0 | 0 |
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 |  | 373129 | 11010 | SH |  | SOLE |  | 11010 | 0 | 0 |
| UPWORK INC | COM | 91688F104 |  | 717024 | 53350 | SH |  | SOLE |  | 53350 | 0 | 0 |
| URBAN OUTFITTERS INC | COM | 917047102 |  | 2908854 | 40100 | SH |  | SOLE |  | 40100 | 0 | 0 |
| VALARIS LTD | CL A | G9460G101 |  | 670096 | 15913 | SH |  | SOLE |  | 15913 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 434714 | 3234 | SH |  | SOLE |  | 3234 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 350652 | 1984 | SH |  | SOLE |  | 1984 | 0 | 0 |
| VAXCYTE INC | COM | 92243G108 |  | 500654 | 15400 | SH |  | SOLE |  | 15400 | 0 | 0 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 7659404 | 26597 | SH |  | SOLE |  | 26597 | 0 | 0 |
| VERINT SYS INC | COM | 92343X100 |  | 940265 | 47802 | SH |  | SOLE |  | 47802 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 763486 | 2451 | SH |  | SOLE |  | 2451 | 0 | 0 |
| VIASAT INC | COM | 92552V100 |  | 186106 | 12747 | SH |  | SOLE |  | 12747 | 0 | 0 |
| VIATRIS INC | COM | 92556V106 |  | 210748 | 23600 | SH |  | SOLE |  | 23600 | 0 | 0 |
| VIKING THERAPEUTICS INC | COM | 92686J106 |  | 429300 | 16200 | SH |  | SOLE |  | 16200 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 3646719 | 10271 | SH |  | SOLE |  | 10271 | 0 | 0 |
| VONTIER CORPORATION | COM | 928881101 |  | 682650 | 18500 | SH |  | SOLE |  | 18500 | 0 | 0 |
| VULCAN MATLS CO | COM | 929160109 |  | 1617084 | 6200 | SH |  | SOLE |  | 6200 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 2550005 | 26079 | SH |  | SOLE |  | 26079 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 366112 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| WAYFAIR INC | CL A | 94419L101 |  | 951767 | 18611 | SH |  | SOLE |  | 18611 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 11008488 | 137400 | SH |  | SOLE |  | 137400 | 0 | 0 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 |  | 1290920 | 5900 | SH |  | SOLE |  | 5900 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 4805649 | 75100 | SH |  | SOLE |  | 75100 | 0 | 0 |
| WHIRLPOOL CORP | COM | 963320106 |  | 420792 | 4149 | SH |  | SOLE |  | 4149 | 0 | 0 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 1748059 | 10700 | SH |  | SOLE |  | 10700 | 0 | 0 |
| WOLVERINE WORLD WIDE INC | COM | 978097103 |  | 299622 | 16572 | SH |  | SOLE |  | 16572 | 0 | 0 |
| WOODWARD INC | COM | 980745103 |  | 1298977 | 5300 | SH |  | SOLE |  | 5300 | 0 | 0 |
| WYNN RESORTS LTD | COM | 983134107 |  | 2276181 | 24300 | SH |  | SOLE |  | 24300 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 |  | 374550 | 5500 | SH |  | SOLE |  | 5500 | 0 | 0 |
| XPEL INC | COM | 98379L100 |  | 315920 | 8800 | SH |  | SOLE |  | 8800 | 0 | 0 |
| XPENG INC | ADS | 98422D105 |  | 595404 | 33300 | SH |  | SOLE |  | 33300 | 0 | 0 |
| XPO INC | COM | 983793100 |  | 1073465 | 8500 | SH |  | SOLE |  | 8500 | 0 | 0 |
| YETI HLDGS INC | COM | 98585X104 |  | 494864 | 15700 | SH |  | SOLE |  | 15700 | 0 | 0 |
| YUM CHINA HLDGS INC | COM | 98850P109 |  | 1442792 | 32270 | SH |  | SOLE |  | 32270 | 0 | 0 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 |  | 2836912 | 9200 | SH |  | SOLE |  | 9200 | 0 | 0 |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 |  | 301215 | 4300 | SH |  | SOLE |  | 4300 | 0 | 0 |
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 |  | 438823 | 27273 | SH |  | SOLE |  | 27273 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 |  | 492886 | 1570 | SH |  | SOLE |  | 1570 | 0 | 0 |

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