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
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Microsoft Corp. COM 594918104 114,198 370,400 SH   SOLE   370,400 0 0
EOG Resources, Inc. COM 26875P101 78,429 657,800 SH   SOLE   657,800 0 0
Accenture plc. CL A G1151C101 64,209 190,400 SH   SOLE   190,400 0 0
Salesforce.Com Inc. COM 79466L302 60,256 283,800 SH   SOLE   283,800 0 0
The Walt Disney Co. COM 254687106 37,911 276,400 SH   SOLE   276,400 0 0
Qualcomm Inc. COM 747525103 37,502 245,400 SH   SOLE   245,400 0 0
Alphabet Inc. CL C 02079K107 33,516 12,000 SH   SOLE   12,000 0 0
Tesla Inc. COM 88160R101 32,328 30,000 SH   SOLE   30,000 0 0
Wheaton Precious Metals Corp. COM 962879102 31,622 664,600 SH   SOLE   664,600 0 0
Pioneer Natural Resources Co. COM 723787107 30,879 123,500 SH   SOLE   123,500 0 0
Visa Inc. CL A 92826C839 30,205 136,200 SH   SOLE   136,200 0 0
Take-Two Interactive Software, Inc. COM 874054109 27,781 180,700 SH   SOLE   180,700 0 0
Cadence Design Systems Inc. COM 127387108 27,728 168,600 SH   SOLE   168,600 0 0
Tetra Tech Inc. COM 88162G103 27,693 167,900 SH   SOLE   167,900 0 0
Brookfield Asset Management Inc. CL A 112585104 27,040 478,000 SH   SOLE   478,000 0 0
Tyson Foods Inc. CL A 902494103 26,611 296,900 SH   SOLE   296,900 0 0
Ball Corp. COM 058498106 25,812 286,800 SH   SOLE   286,800 0 0
The Hershey Co. COM 427866108 25,541 117,900 SH   SOLE   117,900 0 0
Oracle Corp. COM 68389X105 25,398 307,000 SH   SOLE   307,000 0 0
American Tower Corp. COM 03027X100 25,147 100,100 SH   SOLE   100,100 0 0
Texas Instruments Inc. COM 882508104 24,953 136,000 SH   SOLE   136,000 0 0
Advanced Micro Devices Inc. COM 007903107 23,574 215,600 SH   SOLE   215,600 0 0
Bill.Com Holdings, Inc. COM 090043100 23,495 103,600 SH   SOLE   103,600 0 0
BJ's Wholesale Club Holdings Inc. COM 05550J101 23,461 347,000 SH   SOLE   347,000 0 0
Veeva Systems Inc. CL A 922475108 23,349 109,900 SH   SOLE   109,900 0 0
Five Below Inc. COM 33829M101 23,201 146,500 SH   SOLE   146,500 0 0
The Boeing Co. COM 097023105 22,980 120,000 SH   SOLE   120,000 0 0
Surgery Partners Inc. COM 86881A100 22,791 414,000 SH   SOLE   414,000 0 0
ASML Holding N.V. COM N07059210 22,376 33,500 SH   SOLE   33,500 0 0
TJX Companies, Inc. COM 872540109 22,112 365,000 SH   SOLE   365,000 0 0
Generac Holdings Inc. COM 368736104 21,819 73,400 SH   SOLE   73,400 0 0
Applied Materials, Inc. COM 038222105 21,352 162,000 SH   SOLE   162,000 0 0
Edwards Lifesciences Corp. COM 28176E108 21,209 180,165 SH   SOLE   180,165 0 0
Intel Corp. COM 458140100 20,151 406,600 SH   SOLE   406,600 0 0
Ross Stores Inc. COM 778296103 20,091 222,100 SH   SOLE   222,100 0 0
Capital One Financial Corp. COM 14040H105 19,667 149,800 SH   SOLE   149,800 0 0
SiteOne Landscape Supply Inc. COM 82982L103 18,625 115,192 SH   SOLE   115,192 0 0
Otis Worldwide Corp. COM 68902V107 18,622 242,000 SH   SOLE   242,000 0 0
Waste Management, Inc. COM 94106L109 18,323 115,600 SH   SOLE   115,600 0 0
Carrier Global Corp. COM 14448C104 18,004 392,500 SH   SOLE   392,500 0 0
Amazon.com Inc. COM 023135106 17,930 5,500 SH   SOLE   5,500 0 0
Workday, Inc. CL A 98138H101 17,720 74,000 SH   SOLE   74,000 0 0
Ameresco Inc. CL A 02361E108 17,466 219,700 SH   SOLE   219,700 0 0
Global Payments Inc. COM 37940X102 17,351 126,800 SH   SOLE   126,800 0 0
Akamai Technologies Inc. COM 00971T101 17,168 143,800 SH   SOLE   143,800 0 0
VMware Inc. CL A 928563402 17,081 150,000 SH   SOLE   150,000 0 0
Chevron Corp. COM 166764100 16,723 102,700 SH   SOLE   102,700 0 0
Motorola Solutions Inc. COM 620076307 16,276 67,200 SH   SOLE   67,200 0 0
Lamb Weston Holdings Inc. COM 513272104 16,236 271,000 SH   SOLE   271,000 0 0
Service Corp. International COM 817565104 16,126 245,000 SH   SOLE   245,000 0 0
Discover Financial Services COM 254709108 15,956 144,800 SH   SOLE   144,800 0 0
Live Oak Bancshares, Inc. COM 53803X105 15,521 305,000 SH   SOLE   305,000 0 0
W.W. Grainger, Inc. COM 384802104 15,267 29,600 SH   SOLE   29,600 0 0
THE Goodyear Tire & Rubber Co. COM 382550101 15,243 1,066,700 SH   SOLE   1,066,700 0 0
Option Care Health Inc. COM 68404L201 14,537 509,000 SH   SOLE   509,000 0 0
Ferrari NV COM N3167Y103 14,525 66,600 SH   SOLE   66,600 0 0
HealthEquity, Inc. COM 42226A107 14,513 215,200 SH   SOLE   215,200 0 0
Schlumberger N.V. COM 806857108 14,475 350,400 SH   SOLE   350,400 0 0
Roper Technologies Inc. COM 776696106 14,403 30,500 SH   SOLE   30,500 0 0
Arista Networks Inc. COM 040413106 14,232 102,400 SH   SOLE   102,400 0 0
Wolfspeed, Inc. COM 977852102 13,481 118,400 SH   SOLE   118,400 0 0
Lam Research Corp. COM 512807108 12,473 23,200 SH   SOLE   23,200 0 0
Skechers USA Inc. CL A 830566105 12,041 295,400 SH   SOLE   295,400 0 0
Dow Inc. COM 260557103 11,960 187,700 SH   SOLE   187,700 0 0
Spotify Technology S.A. COM L8681T102 11,900 78,800 SH   SOLE   78,800 0 0
NVIDIA Corp. COM 67066G104 11,897 43,600 SH   SOLE   43,600 0 0
Yeti Holdings Inc. COM 98585X104 11,870 197,900 SH   SOLE   197,900 0 0
Micron Technology, Inc. COM 595112103 11,761 151,000 SH   SOLE   151,000 0 0
Goldman Sachs Group, Inc. COM 38141G104 11,653 35,300 SH   SOLE   35,300 0 0
American Express Co. COM 025816109 11,201 59,900 SH   SOLE   59,900 0 0
ServiceNow, Inc. COM 81762P102 11,138 20,000 SH   SOLE   20,000 0 0
Emerson Electric Co. COM 291011104 10,570 107,800 SH   SOLE   107,800 0 0
Cooper Companies, Inc. COM 216648402 10,189 24,400 SH   SOLE   24,400 0 0
Crown Castle International Corp. COM 22822V101 10,135 54,900 SH   SOLE   54,900 0 0
Zoom Video Communications Inc. CL A 98980L101 10,129 86,400 SH   SOLE   86,400 0 0
National Vision Holdings Inc. COM 63845R107 10,082 231,400 SH   SOLE   231,400 0 0
NextEra Energy Inc. COM 65339F101 10,080 119,000 SH   SOLE   119,000 0 0
BorgWarner, Inc. COM 099724106 10,040 258,100 SH   SOLE   258,100 0 0
Delta Air Lines, Inc. COM 247361702 9,699 245,100 SH   SOLE   245,100 0 0
Equinix Inc. COM 29444U700 9,641 13,000 SH   SOLE   13,000 0 0
United Rentals Inc. COM 911363109 9,626 27,100 SH   SOLE   27,100 0 0
CrowdStrike Holdings Inc. CL A 22788C105 9,310 41,000 SH   SOLE   41,000 0 0
Ally Financial Inc. COM 02005N100 9,305 214,000 SH   SOLE   214,000 0 0
Exponent Inc. COM 30214U102 9,303 86,100 SH   SOLE   86,100 0 0
World Wrestling Entertainment, Inc. CL A 98156Q108 9,166 146,800 SH   SOLE   146,800 0 0
Baker Hughes Co. COM 05722G100 9,117 250,400 SH   SOLE   250,400 0 0
Halliburton Co. COM 406216101 9,028 238,400 SH   SOLE   238,400 0 0
MasTec Inc. COM 576323109 8,710 100,000 SH   SOLE   100,000 0 0
Hyatt Hotels Corp. CL A 448579102 8,610 90,200 SH   SOLE   90,200 0 0
Agilent Technologies, Inc. COM 00846U101 8,310 62,800 SH   SOLE   62,800 0 0
Deere & Co. COM 244199105 8,309 20,000 SH   SOLE   20,000 0 0
ConocoPhillips COM 20825C104 8,210 82,100 SH   SOLE   82,100 0 0
Diamondback Energy, Inc. COM 25278X109 8,074 58,900 SH   SOLE   58,900 0 0
Keysight Technologies Inc. COM 49338L103 8,056 51,000 SH   SOLE   51,000 0 0
Progyny Inc. COM 74340E103 8,018 156,000 SH   SOLE   156,000 0 0
Xylem, Inc. COM 98419M100 7,673 90,000 SH   SOLE   90,000 0 0
Doximity, Inc. CL A 26622P107 7,652 146,900 SH   SOLE   146,900 0 0
Eaton Corp plc COM G29183103 7,558 49,800 SH   SOLE   49,800 0 0
Houlihan Lokey, Inc. CL A 441593100 7,156 81,500 SH   SOLE   81,500 0 0
Meta Platforms, Inc. CL A 30303M102 6,671 30,000 SH   SOLE   30,000 0 0
Qorvo Inc. COM 74736K101 6,205 50,000 SH   SOLE   50,000 0 0
MercadoLibre Inc. COM 58733R102 6,185 5,200 SH   SOLE   5,200 0 0
Chart Industries, Inc. COM 16115Q308 6,012 35,000 SH   SOLE   35,000 0 0
Allegiant Travel Co. COM 01748X102 5,716 35,200 SH   SOLE   35,200 0 0
Simply Good Foods Corp. COM 82900L102 5,655 149,000 SH   SOLE   149,000 0 0
Dana Inc. COM 235825205 5,596 318,500 SH   SOLE   318,500 0 0
Colfax Corp. COM 194014106 5,571 140,000 SH   SOLE   140,000 0 0
Darling Ingredients Inc. COM 237266101 5,546 69,000 SH   SOLE   69,000 0 0
CryoPort, Inc. COM 229050307 5,411 155,000 SH   SOLE   155,000 0 0
Ollie's Bargain Outlet Holdings Inc. COM 681116109 5,396 125,600 SH   SOLE   125,600 0 0
SentinelOne, Inc. CL A 81730H109 5,385 139,000 SH   SOLE   139,000 0 0
Netflix Inc. COM 64110L106 5,319 14,200 SH   SOLE   14,200 0 0
S&P Global Inc. COM 78409V104 5,086 12,400 SH   SOLE   12,400 0 0
Beauty Health Co/The COM 88331L108 5,064 300,000 SH   SOLE   300,000 0 0
MSCI Inc. COM 55354G100 4,928 9,800 SH   SOLE   9,800 0 0
Zscaler Inc. COM 98980G102 4,777 19,800 SH   SOLE   19,800 0 0
Square Inc. CL A 852234103 4,515 33,300 SH   SOLE   33,300 0 0
Intuit Inc. COM 461202103 4,376 9,100 SH   SOLE   9,100 0 0
The Duckhorn Portfolio, Inc. COM 26414D106 4,366 240,000 SH   SOLE   240,000 0 0
DigitalOcean Holdings, Inc. COM 25402D102 4,339 75,000 SH   SOLE   75,000 0 0
Arco Platform Ltd. CL A G04553106 4,277 202,700 SH   SOLE   202,700 0 0
NICE Ltd. SPONSORED ADR 653656108 4,205 19,200 SH   SOLE   19,200 0 0
DocuSign Inc. COM 256163106 4,199 39,200 SH   SOLE   39,200 0 0
Vertiv Holdings Co. COM 92537N108 3,710 265,000 SH   SOLE   265,000 0 0
Microchip Technology Inc. COM 595017104 3,607 48,000 SH   SOLE   48,000 0 0
AMN Healthcare Services, Inc. COM 001744101 3,547 34,000 SH   SOLE   34,000 0 0
RingCentral Inc. CL A 76680R206 3,493 29,800 SH   SOLE   29,800 0 0
Oak Street Health Inc. COM 67181A107 3,376 125,600 SH   SOLE   125,600 0 0
Thor Industries, Inc. COM 885160101 2,967 37,700 SH   SOLE   37,700 0 0
BlackLine, Inc. COM 09239B109 2,050 28,000 SH   SOLE   28,000 0 0
Torrid Holdings Inc. COM 89142B107 1,951 322,000 SH   SOLE   322,000 0 0
Procore Technologies, Inc. COM 74275K108 1,739 30,000 SH   SOLE   30,000 0 0
Olo Inc. CL A 68134L109 1,685 127,200 SH   SOLE   127,200 0 0
TuSimple Holdings Inc. CL A 90089L108 1,480 121,300 SH   SOLE   121,300 0 0
Atlas Corp. COM Y0436Q109 1,218 83,000 SH   SOLE   83,000 0 0
Alkami Technology, Inc. COM 01644J108 894 62,500 SH   SOLE   62,500 0 0
Brookfield Asset Management Reinsurance Partners Ltd. CL A G16169107 189 3,296 SH   SOLE   3,296 0 0