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   3,124,364 8,200 SH   SOLE   8,200 0 0
Jazz Pharmaceuticals COM G50871105   3,351,322 31,400 SH   SOLE   31,400 0 0
Flex COM Y2573F102   2,763,213 93,700 SH   SOLE   93,700 0 0
Airbnb COM 009066101   2,865,807 18,900 SH   SOLE   18,900 0 0
Alphabet cl. A Class A 02079K305   6,703,120 36,800 SH   SOLE   36,800 0 0
Amazon COM 023135106   3,246,600 16,800 SH   SOLE   16,800 0 0
Apple COM 037833100   6,339,662 30,100 SH   SOLE   30,100 0 0
BNY Mellon COM 064058100   3,407,741 56,900 SH   SOLE   56,900 0 0
Bath & Body Works COM 070830104   3,092,760 79,200 SH   SOLE   79,200 0 0
Broadcom COM 11135F101   3,050,507 1,900 SH   SOLE   1,900 0 0
Burlington Stores COM 122017106   3,408,000 14,200 SH   SOLE   14,200 0 0
CDW COM 12514G108   2,977,072 13,300 SH   SOLE   13,300 0 0
Caterpillar COM 149123101   3,097,830 9,300 SH   SOLE   9,300 0 0
Centene COM 15135B101   3,142,620 47,400 SH   SOLE   47,400 0 0
Corpay COM 219948106   3,330,125 12,500 SH   SOLE   12,500 0 0
Coty COM 222070203   3,068,124 306,200 SH   SOLE   306,200 0 0
Dropbox COM 26210C104   3,294,102 146,600 SH   SOLE   146,600 0 0
Fiserv COM 337738108   3,353,400 22,500 SH   SOLE   22,500 0 0
HCA Healthcare COM 40412C101   3,373,440 10,500 SH   SOLE   10,500 0 0
Halliburton COM 406216101   3,232,746 95,700 SH   SOLE   95,700 0 0
Intel COM 458140100   3,121,776 100,800 SH   SOLE   100,800 0 0
Iqvia Holdings COM 46266C105   2,875,584 13,600 SH   SOLE   13,600 0 0
Lamb Weston COM 513272104   3,455,688 41,100 SH   SOLE   41,100 0 0
Eli Lilly COM 532457108   3,259,368 3,600 SH   SOLE   3,600 0 0
McDonald's COM 580135101   3,465,824 13,600 SH   SOLE   13,600 0 0
McKesson COM 58155Q103   3,562,644 6,100 SH   SOLE   6,100 0 0
Microsoft COM 594918104   12,693,380 28,400 SH   SOLE   28,400 0 0
Motorola Solutions COM 620076307   3,320,030 8,600 SH   SOLE   8,600 0 0
Nextracker COM 65290E101   2,878,432 61,400 SH   SOLE   61,400 0 0
Nvidia COM 67066G104   6,164,646 49,900 SH   SOLE   49,900 0 0
Occidental Petroleum COM 674599105   3,019,137 47,900 SH   SOLE   47,900 0 0
Onsemi COM 682189105   2,728,290 39,800 SH   SOLE   39,800 0 0
Parker-Hannifin COM 701094104   2,984,279 5,900 SH   SOLE   5,900 0 0
Pinterest COM 72352L106   3,106,935 70,500 SH   SOLE   70,500 0 0
Pure Storage COM 74624M102   3,229,763 50,300 SH   SOLE   50,300 0 0
Raymond James Financial COM 754730109   3,201,499 25,900 SH   SOLE   25,900 0 0
Reinsurance Group of America COM 759351604   3,407,482 16,600 SH   SOLE   16,600 0 0
T-Mobile US COM 872590104   3,365,038 19,100 SH   SOLE   19,100 0 0
Tenable Hldgs COM 88025T102   3,255,426 74,700 SH   SOLE   74,700 0 0
UiPath COM 90364P105   2,907,524 229,300 SH   SOLE   229,300 0 0
United Rentals COM 911363109   2,974,958 4,600 SH   SOLE   4,600 0 0
Vertex Pharmaceutical COM 92532F100   3,327,912 7,100 SH   SOLE   7,100 0 0
Waste Management COM 94106L109   3,562,778 16,700 SH   SOLE   16,700 0 0
Zebra Technologies COM 989207105   3,027,514 9,800 SH   SOLE   9,800 0 0