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 3,469,968 14,400 SH SOLE 14,400 0 0
SharkNinja COM G8068L108 3,974,247 26,100 SH SOLE 26,100 0 0
Flex COM Y2573F102 3,371,056 20,800 SH SOLE 20,800 0 0
ATI COM 01741R102 3,311,280 16,800 SH SOLE 16,800 0 0
Alphabet cl. A COM 02079K305 14,080,378 39,400 SH SOLE 39,400 0 0
Amazon COM 023135106 3,551,266 14,900 SH SOLE 14,900 0 0
Apple COM 037833100 6,944,640 24,000 SH SOLE 24,000 0 0
Baker Hughes COM 05722G100 3,468,750 62,500 SH SOLE 62,500 0 0
BNY Mellon COM 064058100 4,049,080 28,000 SH SOLE 28,000 0 0
Bright Horizons Family Sol. COM 109194100 3,317,184 46,800 SH SOLE 46,800 0 0
Broadcom COM 11135F101 6,157,325 16,300 SH SOLE 16,300 0 0
Burlington Stores COM 122017106 3,294,720 10,400 SH SOLE 10,400 0 0
CDW COM 12514G108 3,811,344 27,100 SH SOLE 27,100 0 0
Corpay COM 219948106 3,732,624 11,200 SH SOLE 11,200 0 0
Dropbox COM 26210C104 3,733,173 135,900 SH SOLE 135,900 0 0
EOG Resources COM 26875P101 3,113,520 24,000 SH SOLE 24,000 0 0
Gap COM 364760108 3,382,948 181,100 SH SOLE 181,100 0 0
HCA Healthcare COM 40412C101 3,742,944 9,600 SH SOLE 9,600 0 0
Huntington Ingalls Industries COM 446413106 3,134,768 11,200 SH SOLE 11,200 0 0
Intel COM 458140100 2,904,304 20,800 SH SOLE 20,800 0 0
Iqvia Holdings COM 46266C105 3,941,688 20,400 SH SOLE 20,400 0 0
Itron COM 465741106 3,625,607 41,900 SH SOLE 41,900 0 0
Eli Lilly COM 532457108 3,598,290 3,000 SH SOLE 3,000 0 0
McKesson COM 58155Q103 3,475,760 4,600 SH SOLE 4,600 0 0
Microsoft COM 594918104 7,012,776 18,800 SH SOLE 18,800 0 0
Morgan Stanley COM 617446448 3,344,640 16,000 SH SOLE 16,000 0 0
Motorola Solutions COM 620076307 3,696,081 8,900 SH SOLE 8,900 0 0
Nasdaq COM 631103108 3,357,732 42,600 SH SOLE 42,600 0 0
Nextpower COM 65290E101 3,121,468 26,200 SH SOLE 26,200 0 0
Nucor COM 670346105 3,385,800 15,200 SH SOLE 15,200 0 0
Nvidia COM 67066G104 9,384,221 46,900 SH SOLE 46,900 0 0
Onsemi COM 682189105 3,223,814 34,100 SH SOLE 34,100 0 0
Pfizer COM 717081103 3,327,856 138,200 SH SOLE 138,200 0 0
Pinterest COM 72352L106 3,120,852 148,400 SH SOLE 148,400 0 0
Reinsurance Group of America COM 759351604 3,870,230 18,200 SH SOLE 18,200 0 0
Salesforce COM 79466L302 3,415,188 21,800 SH SOLE 21,800 0 0
T-Mobile US COM 872590104 3,438,465 20,500 SH SOLE 20,500 0 0
Tenable Hldgs COM 88025T102 3,326,576 90,200 SH SOLE 90,200 0 0
UiPath COM 90364P105 3,104,472 285,600 SH SOLE 285,600 0 0
Vertex Pharmaceutical COM 92532F100 3,725,475 7,500 SH SOLE 7,500 0 0
Vertiv Hldgs COM 92537N108 3,080,344 9,200 SH SOLE 9,200 0 0
Waste Management COM 94106L109 3,632,944 16,300 SH SOLE 16,300 0 0