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 3,889,536 16,800 SH SOLE 16,800 0 0
SharkNinja COM G8068L108 3,890,592 21,600 SH SOLE 21,600 0 0
Flex COM Y2573F102 3,343,696 30,400 SH SOLE 30,400 0 0
ATI COM 01741R102 3,788,000 20,000 SH SOLE 20,000 0 0
Alphabet cl. A COM 02079K305 14,864,256 43,200 SH SOLE 43,200 0 0
Amazon COM 023135106 3,712,335 14,900 SH SOLE 14,900 0 0
Apple COM 037833100 7,659,460 23,000 SH SOLE 23,000 0 0
Baker Hughes COM 05722G100 3,431,250 62,500 SH SOLE 62,500 0 0
BNY Mellon COM 064058100 3,905,010 27,000 SH SOLE 27,000 0 0
Bright Horizons Family Sol. COM 109194100 3,784,968 59,400 SH SOLE 59,400 0 0
Broadcom COM 11135F101 6,918,443 19,700 SH SOLE 19,700 0 0
Burlington Stores COM 122017106 3,767,379 14,100 SH SOLE 14,100 0 0
CDW COM 12514G108 3,293,712 25,700 SH SOLE 25,700 0 0
Corpay COM 219948106 3,847,140 9,900 SH SOLE 9,900 0 0
EOG Resources COM 26875P101 3,995,040 29,000 SH SOLE 29,000 0 0
Gap COM 364760108 3,583,596 156,900 SH SOLE 156,900 0 0
HCA Healthcare COM 40412C101 4,096,704 9,600 SH SOLE 9,600 0 0
Huntington Ingalls Industries COM 446413106 3,498,617 13,100 SH SOLE 13,100 0 0
Intel COM 458140100 3,402,509 28,300 SH SOLE 28,300 0 0
Iqvia Holdings COM 46266C105 3,790,785 14,100 SH SOLE 14,100 0 0
Itron COM 465741106 3,419,064 39,600 SH SOLE 39,600 0 0
Eli Lilly COM 532457108 3,934,072 3,400 SH SOLE 3,400 0 0
McKesson COM 58155Q103 3,927,526 4,600 SH SOLE 4,600 0 0
Microsoft COM 594918104 8,052,530 15,700 SH SOLE 15,700 0 0
Morgan Stanley COM 617446448 3,611,136 19,200 SH SOLE 19,200 0 0
Motorola Solutions COM 620076307 3,969,133 8,900 SH SOLE 8,900 0 0
Nasdaq COM 631103108 4,057,641 44,100 SH SOLE 44,100 0 0
Nextpower COM 65290E101 3,312,025 42,500 SH SOLE 42,500 0 0
Nucor COM 670346105 3,553,000 15,200 SH SOLE 15,200 0 0
Nvidia COM 67066G104 11,487,514 50,300 SH SOLE 50,300 0 0
Onsemi COM 682189105 3,812,752 49,600 SH SOLE 49,600 0 0
Pinterest COM 72352L106 3,420,979 181,100 SH SOLE 181,100 0 0
Regeneron Pharmaceuticals COM 75886F107 3,639,696 4,800 SH SOLE 4,800 0 0
Reinsurance Group of America COM 759351604 3,742,848 15,200 SH SOLE 15,200 0 0
Salesforce COM 79466L302 3,558,335 15,500 SH SOLE 15,500 0 0
T-Mobile US COM 872590104 3,864,996 23,700 SH SOLE 23,700 0 0
Tenable Hldgs COM 88025T102 3,700,863 101,700 SH SOLE 101,700 0 0
UiPath COM 90364P105 3,165,060 246,500 SH SOLE 246,500 0 0
Vertex Pharmaceutical COM 92532F100 3,921,075 7,500 SH SOLE 7,500 0 0
Vertiv Hldgs COM 92537N108 2,823,327 11,700 SH SOLE 11,700 0 0
Victoria's Secret COM 926400102 3,556,092 40,200 SH SOLE 40,200 0 0
Zebra Technologies COM 989207105 3,733,100 10,000 SH SOLE 10,000 0 0