The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Everest Re Group COM G3223R108   2,687,208 7,600 SH   SOLE   7,600 0 0
Jazz Pharmaceuticals COM G50871105   2,755,200 22,400 SH   SOLE   22,400 0 0
Flex COM Y2573F102   3,314,048 108,800 SH   SOLE   108,800 0 0
Airbnb COM 009066101   2,831,712 20,800 SH   SOLE   20,800 0 0
Albemarle COM 012653101   2,990,736 20,700 SH   SOLE   20,700 0 0
Alphabet Cl.A 02079K305   2,919,521 20,900 SH   SOLE   20,900 0 0
Amazon COM 023135106   3,297,098 21,700 SH   SOLE   21,700 0 0
Apple COM 037833100   9,453,223 49,100 SH   SOLE   49,100 0 0
BNY Mellon COM 064058100   3,284,355 63,100 SH   SOLE   63,100 0 0
Bath & Body Works COM 070830104   3,284,476 76,100 SH   SOLE   76,100 0 0
Broadcom COM 11135F101   3,013,875 2,700 SH   SOLE   2,700 0 0
Burlington Stores COM 122017106   3,150,576 16,200 SH   SOLE   16,200 0 0
CDW COM 12514G108   3,318,872 14,600 SH   SOLE   14,600 0 0
CVS Health COM 126650100   3,324,216 42,100 SH   SOLE   42,100 0 0
Caterpillar COM 149123101   3,281,937 11,100 SH   SOLE   11,100 0 0
Centene COM 15135B101   2,879,348 38,800 SH   SOLE   38,800 0 0
Coty COM 222070203   3,054,078 245,900 SH   SOLE   245,900 0 0
Dropbox COM 26210C104   3,083,608 104,600 SH   SOLE   104,600 0 0
Fleetcor Technologies COM 339041105   3,221,754 11,400 SH   SOLE   11,400 0 0
Grainger (W W) COM 384802104   3,149,022 3,800 SH   SOLE   3,800 0 0
Halliburton COM 406216101   2,805,240 77,600 SH   SOLE   77,600 0 0
Intel COM 458140100   3,200,925 63,700 SH   SOLE   63,700 0 0
Iqvia Holdings COM 46266C105   3,146,768 13,600 SH   SOLE   13,600 0 0
Jacobs Solutions COM 46982L108   3,257,980 25,100 SH   SOLE   25,100 0 0
Keysight Technologies COM 49338L103   3,420,435 21,500 SH   SOLE   21,500 0 0
Eli Lilly COM 532457108   2,681,432 4,600 SH   SOLE   4,600 0 0
McDonald's COM 580135101   3,409,865 11,500 SH   SOLE   11,500 0 0
Microsoft COM 594918104   11,920,468 31,700 SH   SOLE   31,700 0 0
Motorola Solutions COM 620076307   3,036,973 9,700 SH   SOLE   9,700 0 0
Nvidia COM 67066G104   2,624,666 5,300 SH   SOLE   5,300 0 0
O'Reilly Automotive COM 67103H107   3,230,272 3,400 SH   SOLE   3,400 0 0
Occidental Petroleum COM 674599105   3,146,717 52,700 SH   SOLE   52,700 0 0
Onsemi COM 682189105   2,764,843 33,100 SH   SOLE   33,100 0 0
Parker-Hannifin COM 701094104   3,132,760 6,800 SH   SOLE   6,800 0 0
Pinterest COM 72352L106   3,066,912 82,800 SH   SOLE   82,800 0 0
Pure Storage COM 74624M102   3,163,042 88,700 SH   SOLE   88,700 0 0
Raymond James Financial COM 754730109   3,233,500 29,000 SH   SOLE   29,000 0 0
Reinsurance Group of America COM 759351604   3,122,354 19,300 SH   SOLE   19,300 0 0
T-Mobile US COM 872590104   3,495,194 21,800 SH   SOLE   21,800 0 0
Tenable Hldgs COM 88025T102   2,772,812 60,200 SH   SOLE   60,200 0 0
UiPath COM 90364P105   2,570,940 103,500 SH   SOLE   103,500 0 0
United Rentals COM 911363109   2,981,784 5,200 SH   SOLE   5,200 0 0
Vertex Pharmaceutical COM 92532F100   3,336,498 8,200 SH   SOLE   8,200 0 0
Waste Management COM 94106L109   3,295,440 18,400 SH   SOLE   18,400 0 0
Zebra Technologies COM 989207105   3,061,296 11,200 SH   SOLE   11,200 0 0