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 3,532,240 26,800 SH SOLE 26,800 0 0
Flex COM Y2573F102 3,426,027 59,100 SH SOLE 59,100 0 0
ATI COM 01741R102 3,286,136 40,400 SH SOLE 40,400 0 0
Alphabet cl. A COM 02079K305 9,359,350 38,500 SH SOLE 38,500 0 0
Amazon COM 023135106 3,271,593 14,900 SH SOLE 14,900 0 0
Apple COM 037833100 7,486,122 29,400 SH SOLE 29,400 0 0
Baker Hughes COM 05722G100 3,113,208 63,900 SH SOLE 63,900 0 0
BNY Mellon COM 064058100 3,682,848 33,800 SH SOLE 33,800 0 0
Bath & Body Works COM 070830104 2,954,672 114,700 SH SOLE 114,700 0 0
Bright Horizons Family Sol. COM 109194100 3,213,672 29,600 SH SOLE 29,600 0 0
Broadcom COM 11135F101 5,674,452 17,200 SH SOLE 17,200 0 0
Burlington Stores COM 122017106 2,723,150 10,700 SH SOLE 10,700 0 0
CDW COM 12514G108 2,771,472 17,400 SH SOLE 17,400 0 0
Corpay COM 219948106 3,168,660 11,000 SH SOLE 11,000 0 0
Dropbox COM 26210C104 3,117,672 103,200 SH SOLE 103,200 0 0
EOG Resources COM 26875P101 2,791,788 24,900 SH SOLE 24,900 0 0
Fiserv COM 337738108 2,978,283 23,100 SH SOLE 23,100 0 0
Gap COM 364760108 3,018,129 141,100 SH SOLE 141,100 0 0
HCA Healthcare COM 40412C101 3,452,220 8,100 SH SOLE 8,100 0 0
Intel COM 458140100 2,915,495 86,900 SH SOLE 86,900 0 0
Iqvia Holdings COM 46266C105 2,925,076 15,400 SH SOLE 15,400 0 0
Itron COM 465741106 3,238,560 26,000 SH SOLE 26,000 0 0
Eli Lilly COM 532457108 3,204,600 4,200 SH SOLE 4,200 0 0
McKesson COM 58155Q103 3,321,922 4,300 SH SOLE 4,300 0 0
Microsoft COM 594918104 6,526,170 12,600 SH SOLE 12,600 0 0
Morgan Stanley COM 617446448 3,656,080 23,000 SH SOLE 23,000 0 0
Motorola Solutions COM 620076307 3,612,591 7,900 SH SOLE 7,900 0 0
Nasdaq COM 631103108 3,316,875 37,500 SH SOLE 37,500 0 0
Nextracker COM 65290E101 2,863,413 38,700 SH SOLE 38,700 0 0
Nucor COM 670346105 2,938,831 21,700 SH SOLE 21,700 0 0
Nvidia COM 67066G104 6,492,984 34,800 SH SOLE 34,800 0 0
Onsemi COM 682189105 2,751,498 55,800 SH SOLE 55,800 0 0
Pfizer COM 717081103 3,304,756 129,700 SH SOLE 129,700 0 0
Pinterest COM 72352L106 2,921,036 90,800 SH SOLE 90,800 0 0
Pure Storage COM 74624M102 2,606,491 31,100 SH SOLE 31,100 0 0
Raymond James Financial COM 754730109 3,538,300 20,500 SH SOLE 20,500 0 0
Reinsurance Group of America COM 759351604 3,266,210 17,000 SH SOLE 17,000 0 0
Salesforce COM 79466L302 2,915,100 12,300 SH SOLE 12,300 0 0
T-Mobile US COM 872590104 3,111,940 13,000 SH SOLE 13,000 0 0
Tenable Hldgs COM 88025T102 3,163,860 108,500 SH SOLE 108,500 0 0
UiPath COM 90364P105 3,005,148 224,600 SH SOLE 224,600 0 0
Vertex Pharmaceutical COM 92532F100 3,250,612 8,300 SH SOLE 8,300 0 0
Vertiv Hldgs COM 92537N108 2,836,168 18,800 SH SOLE 18,800 0 0
Waste Management COM 94106L109 3,422,865 15,500 SH SOLE 15,500 0 0