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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Jazz Pharmaceuticals COM G50871105 2,844,016 26,800 SH SOLE 26,800 0 0
Flex COM Y2573F102 3,369,600 67,500 SH SOLE 67,500 0 0
ATI COM 01741R102 3,185,946 36,900 SH SOLE 36,900 0 0
Alphabet cl. A COM 02079K305 6,150,427 34,900 SH SOLE 34,900 0 0
Amazon COM 023135106 3,268,911 14,900 SH SOLE 14,900 0 0
Apple COM 037833100 6,031,998 29,400 SH SOLE 29,400 0 0
Baker Hughes COM 05722G100 2,825,658 73,700 SH SOLE 73,700 0 0
BNY Mellon COM 064058100 3,425,736 37,600 SH SOLE 37,600 0 0
Bath & Body Works COM 070830104 2,861,180 95,500 SH SOLE 95,500 0 0
Bright Horizons Family Sol. COM 109194100 3,015,596 24,400 SH SOLE 24,400 0 0
Broadcom COM 11135F101 6,643,165 24,100 SH SOLE 24,100 0 0
Burlington Stores COM 122017106 2,884,736 12,400 SH SOLE 12,400 0 0
CDW COM 12514G108 3,107,466 17,400 SH SOLE 17,400 0 0
Centene COM 15135B101 3,017,968 55,600 SH SOLE 55,600 0 0
Corpay COM 219948106 3,052,744 9,200 SH SOLE 9,200 0 0
Dropbox COM 26210C104 3,323,320 116,200 SH SOLE 116,200 0 0
EOG Resources COM 26875P101 2,978,289 24,900 SH SOLE 24,900 0 0
Fiserv COM 337738108 3,258,549 18,900 SH SOLE 18,900 0 0
Gap COM 364760108 2,553,951 117,100 SH SOLE 117,100 0 0
HCA Healthcare COM 40412C101 3,103,110 8,100 SH SOLE 8,100 0 0
Intel COM 458140100 2,457,280 109,700 SH SOLE 109,700 0 0
Iqvia Holdings COM 46266C105 2,899,656 18,400 SH SOLE 18,400 0 0
Iridium Communications COM 46269C102 3,478,601 115,300 SH SOLE 115,300 0 0
Itron COM 465741106 3,422,380 26,000 SH SOLE 26,000 0 0
Eli Lilly COM 532457108 3,274,026 4,200 SH SOLE 4,200 0 0
McKesson COM 58155Q103 3,150,954 4,300 SH SOLE 4,300 0 0
Microsoft COM 594918104 6,864,258 13,800 SH SOLE 13,800 0 0
Morgan Stanley COM 617446448 3,239,780 23,000 SH SOLE 23,000 0 0
Motorola Solutions COM 620076307 3,321,634 7,900 SH SOLE 7,900 0 0
Nextracker COM 65290E101 2,484,709 45,700 SH SOLE 45,700 0 0
Nvidia COM 67066G104 6,288,002 39,800 SH SOLE 39,800 0 0
Onsemi COM 682189105 2,772,489 52,900 SH SOLE 52,900 0 0
Pfizer COM 717081103 3,471,168 143,200 SH SOLE 143,200 0 0
Pinterest COM 72352L106 2,951,278 82,300 SH SOLE 82,300 0 0
Pure Storage COM 74624M102 2,936,580 51,000 SH SOLE 51,000 0 0
Raymond James Financial COM 754730109 3,144,085 20,500 SH SOLE 20,500 0 0
Reinsurance Group of America COM 759351604 2,836,548 14,300 SH SOLE 14,300 0 0
Salesforce COM 79466L302 2,754,169 10,100 SH SOLE 10,100 0 0
T-Mobile US COM 872590104 3,097,380 13,000 SH SOLE 13,000 0 0
Tenable Hldgs COM 88025T102 2,996,286 88,700 SH SOLE 88,700 0 0
UiPath COM 90364P105 2,754,560 215,200 SH SOLE 215,200 0 0
United Rentals COM 911363109 3,088,940 4,100 SH SOLE 4,100 0 0
Vertex Pharmaceutical COM 92532F100 3,027,360 6,800 SH SOLE 6,800 0 0
Vertiv Hldgs COM 92537N108 2,837,861 22,100 SH SOLE 22,100 0 0
Waste Management COM 94106L109 2,951,778 12,900 SH SOLE 12,900 0 0