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 3,270,565 17,300 SH SOLE 17,300 0 0
Flex COM Y2573F102 3,070,074 46,900 SH SOLE 46,900 0 0
ATI COM 01741R102 2,894,654 19,900 SH SOLE 19,900 0 0
Alphabet cl. A COM 02079K305 8,511,776 29,600 SH SOLE 29,600 0 0
Amazon COM 023135106 3,103,223 14,900 SH SOLE 14,900 0 0
Apple COM 037833100 6,090,960 24,000 SH SOLE 24,000 0 0
Baker Hughes COM 05722G100 3,174,600 52,000 SH SOLE 52,000 0 0
BNY Mellon COM 064058100 3,321,640 28,000 SH SOLE 28,000 0 0
Bright Horizons Family Sol. COM 109194100 2,973,106 36,200 SH SOLE 36,200 0 0
Broadcom COM 11135F101 5,942,592 19,200 SH SOLE 19,200 0 0
Burlington Stores COM 122017106 3,383,952 10,400 SH SOLE 10,400 0 0
CDW COM 12514G108 3,061,806 25,300 SH SOLE 25,300 0 0
Corpay COM 219948106 2,764,405 9,500 SH SOLE 9,500 0 0
Dollar General COM 256677105 2,944,504 24,800 SH SOLE 24,800 0 0
Dropbox COM 26210C104 2,667,328 117,400 SH SOLE 117,400 0 0
EOG Resources COM 26875P101 2,949,228 20,400 SH SOLE 20,400 0 0
Gap COM 364760108 2,797,520 115,600 SH SOLE 115,600 0 0
HCA Healthcare COM 40412C101 3,265,356 6,900 SH SOLE 6,900 0 0
Huntington Ingalls Industries COM 446413106 3,001,210 7,900 SH SOLE 7,900 0 0
Intel COM 458140100 2,608,083 59,100 SH SOLE 59,100 0 0
Iqvia Holdings COM 46266C105 2,882,126 16,900 SH SOLE 16,900 0 0
Itron COM 465741106 3,056,383 34,100 SH SOLE 34,100 0 0
Eli Lilly COM 532457108 2,943,264 3,200 SH SOLE 3,200 0 0
McKesson COM 58155Q103 3,115,296 3,600 SH SOLE 3,600 0 0
Microsoft COM 594918104 5,848,686 15,800 SH SOLE 15,800 0 0
Morgan Stanley COM 617446448 3,159,744 19,200 SH SOLE 19,200 0 0
Motorola Solutions COM 620076307 3,081,187 7,100 SH SOLE 7,100 0 0
Nasdaq COM 631103108 3,183,375 37,500 SH SOLE 37,500 0 0
Nextpower COM 65290E101 2,917,310 24,200 SH SOLE 24,200 0 0
Nucor COM 670346105 3,162,170 18,700 SH SOLE 18,700 0 0
Nvidia COM 67066G104 6,069,120 34,800 SH SOLE 34,800 0 0
Onsemi COM 682189105 2,965,968 47,900 SH SOLE 47,900 0 0
Pfizer COM 717081103 3,276,936 116,700 SH SOLE 116,700 0 0
Pinterest COM 72352L106 2,721,656 148,400 SH SOLE 148,400 0 0
Everpure COM 74624M102 2,408,832 40,800 SH SOLE 40,800 0 0
Raymond James Financial COM 754730109 2,968,195 20,500 SH SOLE 20,500 0 0
Reinsurance Group of America COM 759351604 3,123,648 15,300 SH SOLE 15,300 0 0
Salesforce COM 79466L302 3,080,055 16,500 SH SOLE 16,500 0 0
T-Mobile US COM 872590104 3,150,450 15,000 SH SOLE 15,000 0 0
Tenable Hldgs COM 88025T102 2,516,952 148,800 SH SOLE 148,800 0 0
UiPath COM 90364P105 2,513,040 226,400 SH SOLE 226,400 0 0
Vertex Pharmaceutical COM 92532F100 2,947,164 6,600 SH SOLE 6,600 0 0
Vertiv Hldgs COM 92537N108 2,756,380 11,000 SH SOLE 11,000 0 0
Waste Management COM 94106L109 3,354,934 14,600 SH SOLE 14,600 0 0