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		<nameOfIssuer>3M CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88579Y101</cusip>
		<value>626</value>
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			<None>0</None>
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		<nameOfIssuer>Abbott Laboratories</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>002824100</cusip>
		<value>8352</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81350</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<nameOfIssuer>Accenture Plc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G1151C101</cusip>
		<value>2076</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10470</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<Sole>10470</Sole>
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			<None>0</None>
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		<nameOfIssuer>ADVANCE AUTO PARTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00751Y106</cusip>
		<value>601</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11409</sshPrnamt>
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		<nameOfIssuer>Aercap Holdings N.V.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N00985106</cusip>
		<value>926</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6753</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6753</Sole>
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			<None>0</None>
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		<nameOfIssuer>AeroVironment Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>008073108</cusip>
		<value>2348</value>
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			<sshPrnamt>12828</sshPrnamt>
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			<Sole>12828</Sole>
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		<nameOfIssuer>Affirm Holdings Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00827B106</cusip>
		<value>1367</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29839</sshPrnamt>
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			<Sole>29839</Sole>
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			<None>0</None>
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		<nameOfIssuer>Agilent Technologies Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00846U101</cusip>
		<value>1625</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14257</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<Sole>14257</Sole>
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			<None>0</None>
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		<nameOfIssuer>AGNC Investment Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00123Q104</cusip>
		<value>1035</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103249</sshPrnamt>
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		<nameOfIssuer>Alcoa Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>013872106</cusip>
		<value>273</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4128</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4128</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>Alibaba Group Holding Ltd</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01609W102</cusip>
		<value>595</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4747</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<None>0</None>
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		<nameOfIssuer>ALIGN TECHNOLOGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>016255101</cusip>
		<value>306</value>
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			<None>0</None>
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		<nameOfIssuer>ALNYLAM PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02043Q107</cusip>
		<value>1276</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3857</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<votingAuthority>
			<Sole>3857</Sole>
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			<None>0</None>
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		<nameOfIssuer>Alphabet Inc A</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02079K305</cusip>
		<value>19237</value>
		<shrsOrPrnAmt>
			<sshPrnamt>66899</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>66899</Sole>
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			<None>0</None>
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		<nameOfIssuer>Altria Group</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02209S103</cusip>
		<value>1833</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27778</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>27778</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Amazon.com Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>8488</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40758</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40758</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>American Airlines Group Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02376R102</cusip>
		<value>2112</value>
		<shrsOrPrnAmt>
			<sshPrnamt>196670</sshPrnamt>
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		<votingAuthority>
			<Sole>196670</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>American Eagle Outfitters Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02553E106</cusip>
		<value>1309</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78394</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78394</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>025816109</cusip>
		<value>3256</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10765</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10765</Sole>
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			<None>0</None>
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		<nameOfIssuer>AMPHENOL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>032095101</cusip>
		<value>8227</value>
		<shrsOrPrnAmt>
			<sshPrnamt>65117</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>65117</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>AMTEK INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>031100100</cusip>
		<value>1225</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5719</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5719</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>AngloGold Ashanti Pty Ltd</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G0378L100</cusip>
		<value>471</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4846</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4846</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Annaly Cap Management Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>035710839</cusip>
		<value>434</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20562</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20562</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>Aon Class A</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G0403H108</cusip>
		<value>2650</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8210</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8210</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Aptiv Holdings Ltd.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G3265R107</cusip>
		<value>332</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4789</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4789</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>Ares Management LP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03990B101</cusip>
		<value>1890</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17332</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17332</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Argenx SE ADS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>04016X101</cusip>
		<value>798</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1093</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1093</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ARK Genomic Revolution ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00214Q302</cusip>
		<value>273</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10352</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10352</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ARK Next Generation Internet ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00214Q401</cusip>
		<value>697</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5781</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5781</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ARTHUR J. GALLAGHER &amp; CO.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>363576109</cusip>
		<value>3889</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17960</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17960</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ASE Technology Holding Co Ltd</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00215W100</cusip>
		<value>484</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22340</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22340</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ASML HOLDING N.V.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N07059210</cusip>
		<value>8315</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6296</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6296</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>Astrazeneca PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G0593M107</cusip>
		<value>677</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3435</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3435</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ATI Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01741R102</cusip>
		<value>314</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2159</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2159</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>Atlassian Corporation PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049468101</cusip>
		<value>2447</value>
		<shrsOrPrnAmt>
			<sshPrnamt>35865</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>35865</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Autodesk Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>052769106</cusip>
		<value>1347</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5627</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5627</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AUTOMATIC DATA PROCESSING INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>053015103</cusip>
		<value>4871</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23976</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23976</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AUTOZONE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>053332102</cusip>
		<value>314</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Avantor Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05352A100</cusip>
		<value>128</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16398</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16398</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Avis Budget Group Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>053774105</cusip>
		<value>291</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1999</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1999</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Axa Equitable Holdings Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29452E101</cusip>
		<value>385</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10377</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10377</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Axon Enterprise Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05464C101</cusip>
		<value>952</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2243</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2243</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Axsome Therapeutics Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05464T104</cusip>
		<value>344</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2040</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2040</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Baidu Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>056752108</cusip>
		<value>416</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3740</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3740</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Baker Hughes Co</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05722G100</cusip>
		<value>300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4920</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4920</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Ball Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>058498106</cusip>
		<value>454</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7685</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7685</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Bank Of New York Mellon Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>064058100</cusip>
		<value>1734</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14623</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14623</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BARCLAYS PLC-SPONS ADR</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>06738E204</cusip>
		<value>1170</value>
		<shrsOrPrnAmt>
			<sshPrnamt>55296</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>55296</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Barrick Mining Corporation</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>06849F108</cusip>
		<value>2183</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53532</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53532</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Bellring Brands Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>07831C103</cusip>
		<value>605</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37622</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37622</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Best Buy Co. Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>086516101</cusip>
		<value>3710</value>
		<shrsOrPrnAmt>
			<sshPrnamt>57793</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>57793</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Biogen Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09062X103</cusip>
		<value>413</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2255</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2255</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Blackrock Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09290D101</cusip>
		<value>961</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Block Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>852234103</cusip>
		<value>863</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14354</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14354</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Bloom Energy Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>093712107</cusip>
		<value>1028</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7593</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7593</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Blue Owl Cap Class A</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09581B103</cusip>
		<value>451</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49475</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49475</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Booking Holdings Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09857L108</cusip>
		<value>7793</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1851</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1851</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Booz Allen Hamilton Holding Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>099502106</cusip>
		<value>484</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6212</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6212</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Boston Scientific Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>101137107</cusip>
		<value>5880</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93718</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93718</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>British American Tobacco Industries</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>110448107</cusip>
		<value>508</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Brown &amp; Brown Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>115236101</cusip>
		<value>1216</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18656</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18656</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>C.H. Robinson Worldwide Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12541W209</cusip>
		<value>2732</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16453</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16453</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>C3Ai Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12468P104</cusip>
		<value>154</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18368</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18368</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CADENCE DESIGN SYSTEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>127387108</cusip>
		<value>4178</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15037</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15037</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAMECO CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>13321L108</cusip>
		<value>2090</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19245</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19245</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAPITAL ONE FINANCIAL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>14040H105</cusip>
		<value>3337</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18293</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18293</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Cardinal Health Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>14149Y108</cusip>
		<value>5149</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24369</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24369</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CarMax Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>143130102</cusip>
		<value>720</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17327</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17327</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Carvana Co Cl A</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>146869102</cusip>
		<value>1198</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3813</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3813</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Caterpillar Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>149123101</cusip>
		<value>8552</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12072</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12072</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CBRE Group Inc Common Stock Class A</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12504L109</cusip>
		<value>1902</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14044</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14044</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Cdw Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12514G108</cusip>
		<value>3636</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30047</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30047</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Cencora Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03073E105</cusip>
		<value>1711</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5449</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5449</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Centene Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15135B101</cusip>
		<value>1439</value>
		<shrsOrPrnAmt>
			<sshPrnamt>43966</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>43966</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15189T107</cusip>
		<value>346</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8031</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8031</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Centrus Energy Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15643U104</cusip>
		<value>893</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5147</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5147</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CHECK POINT SOFTWARE TECHNOLOGIES LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>M22465104</cusip>
		<value>940</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6583</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6583</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Chewy Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>16679L109</cusip>
		<value>693</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25675</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25675</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Church &amp; Dwight Co Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>171340102</cusip>
		<value>1606</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17216</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17216</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CITIGROUP INC COM NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>172967424</cusip>
		<value>909</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8020</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8020</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Citizens Financial Group Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>174610105</cusip>
		<value>348</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5819</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5819</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Cleveland-Cliffs Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>185899101</cusip>
		<value>199</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23636</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23636</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COEUR MINING INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>192108504</cusip>
		<value>763</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40689</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>40689</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>Cognizant Technology Solutions Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>192446102</cusip>
		<value>559</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9115</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9115</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Colgate-Palmolive Co</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>194162103</cusip>
		<value>2727</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32005</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32005</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>COMCAST CORP-CLASS A</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>20030N101</cusip>
		<value>5122</value>
		<shrsOrPrnAmt>
			<sshPrnamt>178409</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>178409</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CONSTELLATION BRANDS INC-A</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>21036P108</cusip>
		<value>3967</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26452</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26452</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Consumer Discretionary Select Sector SPD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81369Y407</cusip>
		<value>13704</value>
		<shrsOrPrnAmt>
			<sshPrnamt>125751</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>125751</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Consumer Staples Select Sector SPDR Fund</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81369Y308</cusip>
		<value>17702</value>
		<shrsOrPrnAmt>
			<sshPrnamt>215934</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>215934</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CORCEPT THERAPEUTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>218352102</cusip>
		<value>942</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23375</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23375</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CoStar Group Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22160N109</cusip>
		<value>2893</value>
		<shrsOrPrnAmt>
			<sshPrnamt>71716</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>71716</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CUMMINS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>231021106</cusip>
		<value>4494</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8354</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8354</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CURTISS-WRIGHT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>231561101</cusip>
		<value>452</value>
		<shrsOrPrnAmt>
			<sshPrnamt>665</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>665</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>D.R. HORTON INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>23331A109</cusip>
		<value>710</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5177</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5177</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Danaher Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>235851102</cusip>
		<value>2951</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15567</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15567</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DARDEN RESTAURANTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237194105</cusip>
		<value>1612</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8227</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8227</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Dell Technologies Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>24703L202</cusip>
		<value>2543</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15498</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15498</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DICK'S SPORTING GOODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>253393102</cusip>
		<value>292</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1473</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1473</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DILLARD'S INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>254067101</cusip>
		<value>663</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1160</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1160</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Dollar General Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>256677105</cusip>
		<value>2029</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17097</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17097</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Dollar Tree Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>256746108</cusip>
		<value>775</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7085</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7085</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DoorDash Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25809K105</cusip>
		<value>6519</value>
		<shrsOrPrnAmt>
			<sshPrnamt>43419</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>43419</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Duolingo Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26603R106</cusip>
		<value>953</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9673</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9673</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Dycom Industries Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>267475101</cusip>
		<value>1412</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4168</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4168</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Dynatrace Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>268150109</cusip>
		<value>370</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10013</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10013</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EchoStar Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>278768106</cusip>
		<value>408</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3486</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3486</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EDWARDS LIFESCIENCES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>28176E108</cusip>
		<value>645</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8063</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8063</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Elastic NV</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N14506104</cusip>
		<value>659</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13184</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13184</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Elevance Health Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>036752103</cusip>
		<value>335</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1146</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1146</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ELF BEAUTY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26856L103</cusip>
		<value>786</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12971</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12971</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ELI LILLY AND CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>532457108</cusip>
		<value>8960</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9742</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9742</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Enphase Energy Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29355A107</cusip>
		<value>624</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16530</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16530</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Entegris Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
		<value>368</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3143</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3143</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Epam Systems Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29414B104</cusip>
		<value>550</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4063</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4063</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EQUIFAX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>294429105</cusip>
		<value>691</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3841</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3841</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ESTEE LAUDER COMPANIES INC (THE)</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>518439104</cusip>
		<value>1410</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19660</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19660</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Etsy Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29786A106</cusip>
		<value>451</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9036</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9036</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Everpure  Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74624M102</cusip>
		<value>1355</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22955</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22955</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Expedia Group Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30212P303</cusip>
		<value>333</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1446</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1446</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Expeditors Intl of WA Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>302130109</cusip>
		<value>3547</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24766</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24766</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FedEx Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31428X106</cusip>
		<value>3392</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9524</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9524</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Fidelity National Information Services</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31620M106</cusip>
		<value>454</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9681</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9681</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Financial Select Sector SPDR Fund</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81369Y605</cusip>
		<value>10281</value>
		<shrsOrPrnAmt>
			<sshPrnamt>208247</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>208247</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIRST MAJESTIC SILVER CORP COM</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>32076V103</cusip>
		<value>409</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19070</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19070</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>First Solar Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>336433107</cusip>
		<value>7173</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36364</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36364</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>First Trust DJ Internet Index Fund</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>33733E302</cusip>
		<value>4432</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18939</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18939</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Fiserv Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>337738108</cusip>
		<value>862</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15452</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15452</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Flowserve Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>34354P105</cusip>
		<value>476</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6482</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6482</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Ford Motor Co</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>345370860</cusip>
		<value>2088</value>
		<shrsOrPrnAmt>
			<sshPrnamt>180989</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>180989</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Fortinet Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>34959E109</cusip>
		<value>1872</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22912</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22912</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Franco-Nevada Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>351858105</cusip>
		<value>299</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1211</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1211</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FTAI Aviation Ltd</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G3730V105</cusip>
		<value>1726</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7048</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7048</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GE Aerospace</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>369604301</cusip>
		<value>7971</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28090</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28090</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>General Motors Co</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37045V100</cusip>
		<value>3289</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44155</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44155</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>375558103</cusip>
		<value>7426</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53289</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53289</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Gitlab Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37637K108</cusip>
		<value>249</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11515</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11515</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Global Payments Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37940X102</cusip>
		<value>1150</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17095</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17095</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Global X Uranium ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37954Y871</cusip>
		<value>2159</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44581</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44581</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GoDaddy Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>380237107</cusip>
		<value>2458</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29734</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29734</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GOLD FIELDS LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>38059T106</cusip>
		<value>266</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5863</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5863</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GOLDMAN SACHS GROUP INC (THE)</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>38141G104</cusip>
		<value>4053</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4791</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4791</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Guardant Health Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40131M109</cusip>
		<value>693</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7511</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7511</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HASBRO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>418056107</cusip>
		<value>857</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9157</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9157</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HCA Healthcare Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40412C101</cusip>
		<value>2992</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6323</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6323</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Health Care Select Sector SPDR Fund</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81369Y209</cusip>
		<value>11273</value>
		<shrsOrPrnAmt>
			<sshPrnamt>76896</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>76896</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HECLA MINING CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>422704106</cusip>
		<value>2514</value>
		<shrsOrPrnAmt>
			<sshPrnamt>134952</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134952</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HEICO CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>422806109</cusip>
		<value>404</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1477</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1477</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Hewlett Packard Enterprise Co</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42824C109</cusip>
		<value>1202</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50506</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50506</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Hims &amp; Hers Health Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>433000106</cusip>
		<value>455</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21954</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21954</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Honeywell International Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>438516106</cusip>
		<value>4083</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18065</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18065</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Howmet Aerospace</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>443201108</cusip>
		<value>4125</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17901</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17901</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HUBSPOT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>443573100</cusip>
		<value>519</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2129</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2129</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Humana Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>444859102</cusip>
		<value>2524</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14558</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14558</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Huntington Ingalls Industries Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>446413106</cusip>
		<value>2292</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6034</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6034</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Hyatt Hotels Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>448579102</cusip>
		<value>449</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3129</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3129</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Iamgold Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>450913108</cusip>
		<value>579</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30818</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30818</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ICON PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G4705A100</cusip>
		<value>2186</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19762</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19762</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>IDEXX LABORATORIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45168D104</cusip>
		<value>2450</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4362</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4362</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ILLUMINA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>452327109</cusip>
		<value>535</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4345</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4345</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Impinj Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>453204109</cusip>
		<value>503</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4898</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4898</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Incyte Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45337C102</cusip>
		<value>997</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10599</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10599</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Industrial Select Sector SPDR Fund</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81369Y704</cusip>
		<value>29051</value>
		<shrsOrPrnAmt>
			<sshPrnamt>179631</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>179631</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Insmed Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>457669307</cusip>
		<value>2339</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14305</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14305</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Insulet Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45784P101</cusip>
		<value>2067</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9852</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9852</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Interactive Brokers Group Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45841N107</cusip>
		<value>229</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3429</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3429</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Intercontinental Exchange Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>45866F104</cusip>
		<value>778</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4950</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4950</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>International Business Machines Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>459200101</cusip>
		<value>5952</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24556</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24556</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Intuit Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>461202103</cusip>
		<value>12782</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29564</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29564</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INTUITIVE SURGICAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46120E602</cusip>
		<value>2644</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5737</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5737</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>INVESCO PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G491BT108</cusip>
		<value>353</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14539</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14539</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Iqvia Holdings Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46266C105</cusip>
		<value>3026</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17745</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17745</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares Biotechnology ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464287556</cusip>
		<value>6318</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37419</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37419</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares Bitcoin Trust ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46438F101</cusip>
		<value>14472</value>
		<shrsOrPrnAmt>
			<sshPrnamt>376679</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>376679</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares Ethereum Trust ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46438R105</cusip>
		<value>10611</value>
		<shrsOrPrnAmt>
			<sshPrnamt>670346</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>670346</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares Latin America 40 ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464287390</cusip>
		<value>1593</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44853</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44853</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares MSCI All Cntry Asia Ex Japan</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464288182</cusip>
		<value>759</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7884</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7884</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ISHARES MSCI AUSTRALIA INDEX FUND</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464286103</cusip>
		<value>251</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9047</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9047</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ISHARES MSCI CANADA INDEX FUND</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464286509</cusip>
		<value>2712</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49511</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49511</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares MSCI China ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46429B671</cusip>
		<value>416</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7417</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7417</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares MSCI Eurozone ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464286608</cusip>
		<value>504</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8059</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8059</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ISHARES MSCI HONG KONG INDEX FUND</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464286871</cusip>
		<value>578</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25039</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25039</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares MSCI India</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46429B598</cusip>
		<value>1600</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34179</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>34179</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ISHARES MSCI JAPAN INDEX FUND</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46434G822</cusip>
		<value>4177</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49471</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>49471</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares MSCI Mexico ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464286822</cusip>
		<value>1894</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25186</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25186</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares MSCI South Korea ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464286772</cusip>
		<value>12673</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103031</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>103031</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares MSCI Taiwan ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46434G772</cusip>
		<value>1336</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18840</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18840</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares MSCI United Kingdom Etf</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46435G334</cusip>
		<value>1682</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36940</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36940</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares Semiconductor ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464287523</cusip>
		<value>4599</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13996</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13996</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares U.S. Aerospace &amp; Defense ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464288760</cusip>
		<value>7993</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36541</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36541</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>iShares U.S. Medical Devices ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>464288810</cusip>
		<value>619</value>
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		<cusip>464287515</cusip>
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		<nameOfIssuer>KINROSS GOLD CORP COM NO PAR</nameOfIssuer>
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		<nameOfIssuer>KNIGHT TRANSPORTATION INC</nameOfIssuer>
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		<nameOfIssuer>KraneShares CSI China Internet ETF</nameOfIssuer>
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		<nameOfIssuer>Kratos Defense &amp; Security Solutions Inc</nameOfIssuer>
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		<nameOfIssuer>L3Harris Technologies Inc</nameOfIssuer>
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		<nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
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		<nameOfIssuer>Lamb Weston Holdings Inc</nameOfIssuer>
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		<value>703</value>
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		<nameOfIssuer>Las Vegas Sands Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>568</value>
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		<nameOfIssuer>Leidos Holdings Inc</nameOfIssuer>
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		<nameOfIssuer>LENNAR CORP</nameOfIssuer>
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		<nameOfIssuer>Liberty Media Corp Series C</nameOfIssuer>
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		<nameOfIssuer>Lockheed Martin Corp</nameOfIssuer>
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		<nameOfIssuer>LPL Financial Holdings Inc</nameOfIssuer>
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		<nameOfIssuer>Lumen Technologies Inc</nameOfIssuer>
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		<nameOfIssuer>LYFT Inc</nameOfIssuer>
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		<nameOfIssuer>Macom Techno Ord</nameOfIssuer>
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		<value>659</value>
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		<nameOfIssuer>MACY'S INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>801</value>
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		<nameOfIssuer>MANHATTAN ASSOCIATES INC</nameOfIssuer>
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		<nameOfIssuer>Marsh &amp; McLennan Companies Inc.</nameOfIssuer>
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		<value>870</value>
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		<nameOfIssuer>Mastercard Incorp Common Stock</nameOfIssuer>
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		<nameOfIssuer>Match Group Inc.</nameOfIssuer>
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		<nameOfIssuer>Medpace Holdings</nameOfIssuer>
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		<nameOfIssuer>Medtronic Plc</nameOfIssuer>
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		<nameOfIssuer>MercadoLibre Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>2897</value>
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		<nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>595112103</cusip>
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		<nameOfIssuer>Microsoft Corp</nameOfIssuer>
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		<value>27190</value>
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		<nameOfIssuer>MKS Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55306N104</cusip>
		<value>692</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>MOLINA HEALTHCARE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>60855R100</cusip>
		<value>1936</value>
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		<nameOfIssuer>MONDELEZ INTERNATIONAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>609207105</cusip>
		<value>2531</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>MongoDB Inc Cl A</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>60937P106</cusip>
		<value>5723</value>
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			<sshPrnamt>23384</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23384</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MONSTER BEVERAGE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>61174X109</cusip>
		<value>2791</value>
		<shrsOrPrnAmt>
			<sshPrnamt>38521</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>38521</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MOODY'S CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>615369105</cusip>
		<value>1772</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4063</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4063</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>MORGAN STANLEY COM NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>617446448</cusip>
		<value>1239</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7534</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7534</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MOSAIC CO (THE)</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>61945C103</cusip>
		<value>948</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37215</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37215</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Motorola Solutions Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>620076307</cusip>
		<value>2456</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5661</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5661</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>Nasdaq Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>631103108</cusip>
		<value>909</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10712</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10712</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>Natera Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>632307104</cusip>
		<value>1151</value>
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			<sshPrnamt>5759</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5759</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>Newmont Corporation</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>651639106</cusip>
		<value>1846</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17055</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17055</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>NORTHERN TRUST CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>665859104</cusip>
		<value>297</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2135</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2135</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Northrop Grumman Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>666807102</cusip>
		<value>4258</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6242</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6242</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>NOVARTIS AG</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>66987V109</cusip>
		<value>2303</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15083</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15083</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NUTANIX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67059N108</cusip>
		<value>351</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9250</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9250</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>O'reilly Automotive Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67103H107</cusip>
		<value>2392</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25920</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25920</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Ollie's Bargain Outlet Holdings Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>681116109</cusip>
		<value>562</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6108</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6108</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>Omnicom Group Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>681919106</cusip>
		<value>827</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10992</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10992</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>Oracle Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68389X105</cusip>
		<value>14120</value>
		<shrsOrPrnAmt>
			<sshPrnamt>95983</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95983</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>PACCAR Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>693718108</cusip>
		<value>2046</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17717</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17717</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>PAN AMERICAN SILVER CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>697900108</cusip>
		<value>800</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14656</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14656</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PARKER-HANNIFIN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>701094104</cusip>
		<value>4295</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4798</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4798</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>Paychex Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>704326107</cusip>
		<value>3617</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39272</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>39272</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Paycom Software Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>70432V102</cusip>
		<value>1317</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10838</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10838</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>PayPal Holdings Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>70450Y103</cusip>
		<value>6547</value>
		<shrsOrPrnAmt>
			<sshPrnamt>144760</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>144760</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>PENTAIR PLC.</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G7S00T104</cusip>
		<value>313</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3600</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Philip Morris International Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>718172109</cusip>
		<value>2549</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15420</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15420</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Pinterest Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>72352L106</cusip>
		<value>2300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>125410</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>125410</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Planet Fitness Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>72703H101</cusip>
		<value>856</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11516</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11516</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>PNC Financial Services Group</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>693475105</cusip>
		<value>280</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1349</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1349</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Pool Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>73278L105</cusip>
		<value>1476</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7296</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7296</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>PROGRESSIVE CORP (THE)</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>743315103</cusip>
		<value>3808</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19213</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19213</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Ptc Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69370C100</cusip>
		<value>1026</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7205</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7205</Sole>
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	<infoTable>
		<nameOfIssuer>Qualcomm Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>747525103</cusip>
		<value>10276</value>
		<shrsOrPrnAmt>
			<sshPrnamt>79800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>79800</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Quantumscape Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74767V109</cusip>
		<value>1196</value>
		<shrsOrPrnAmt>
			<sshPrnamt>187496</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>187496</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Ralph Lauren Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>751212101</cusip>
		<value>247</value>
		<shrsOrPrnAmt>
			<sshPrnamt>719</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>719</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Realty Income Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>756109104</cusip>
		<value>489</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7996</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7996</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>REGENERON PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75886F107</cusip>
		<value>2328</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3014</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3014</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>REPLIGEN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>759916109</cusip>
		<value>531</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4508</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4508</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>Revolution Medicines Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>76155X100</cusip>
		<value>2848</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29291</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29291</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<value>2818</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30216</Sole>
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			<None>0</None>
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		<nameOfIssuer>Robinhood Markets Inc</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>155294</Sole>
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			<None>0</None>
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			<sshPrnamt>98274</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>98274</Sole>
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			<None>0</None>
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		<nameOfIssuer>Rocket Companies Inc</nameOfIssuer>
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			<sshPrnamt>125977</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>125977</Sole>
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		<nameOfIssuer>Rocket Lab USA Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18724</Sole>
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		<nameOfIssuer>Rockwell Automation Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>773903109</cusip>
		<value>1096</value>
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			<sshPrnamt>3056</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3056</Sole>
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		<nameOfIssuer>Roper Technologies Inc</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16027</Sole>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44445</Sole>
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		<nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3972</Sole>
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		<nameOfIssuer>Saia Inc</nameOfIssuer>
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		<value>485</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1383</Sole>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16754</Sole>
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			<None>0</None>
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		<nameOfIssuer>Sap Ae Drc</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21871</Sole>
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			<None>0</None>
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		<nameOfIssuer>SAREPTA THERAPEUTICS INC</nameOfIssuer>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23601</Sole>
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			<None>0</None>
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		<nameOfIssuer>Sea Ltd</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>46145</Sole>
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			<None>0</None>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<value>563</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>87397</Sole>
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		<nameOfIssuer>Shift4 Payments Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>427</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<votingAuthority>
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		<nameOfIssuer>Sibanye Stillwater Ltd</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>Signet Jewelers Ltd</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>Sirius XM Inc</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>Snowflake Inc</nameOfIssuer>
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		<votingAuthority>
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		<nameOfIssuer>SoFi Technologies Inc</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>Somnigroup Intl Inc</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>SOUTHERN COPPER CORP</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>SPDR S&amp;P Biotech ETF</nameOfIssuer>
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		<votingAuthority>
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		<nameOfIssuer>SPDR S&amp;P Metals &amp; Mining ETF</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>SPDR S&amp;P Retail ETF</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>State Street SPDR EURO STOXX 50 ETF</nameOfIssuer>
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		<cusip>78463X202</cusip>
		<value>410</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>State Street SPDR Portfolio Emrg Mkts ET</nameOfIssuer>
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		<cusip>78463X509</cusip>
		<value>784</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>Stellantis NV</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N82405106</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>187430</Sole>
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		<nameOfIssuer>StoneCo Ltd</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>Sunrun Inc</nameOfIssuer>
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		<cusip>86771W105</cusip>
		<value>2091</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>Synopsys Inc</nameOfIssuer>
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		<cusip>871607107</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>Sysco Corp</nameOfIssuer>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<nameOfIssuer>T. ROWE PRICE GROUP INC</nameOfIssuer>
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		<nameOfIssuer>Taiwan Semiconductor Manufacturing CoLtd</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>874039100</cusip>
		<value>10418</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30829</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30829</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Take-Two Interactive Software Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>874054109</cusip>
		<value>3270</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16559</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16559</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Tapestry Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>876030107</cusip>
		<value>1093</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7751</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7751</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>TE Connectivity Ltd</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G87052109</cusip>
		<value>1876</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8976</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8976</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Technology Select Sector SPDR Fund</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81369Y803</cusip>
		<value>3937</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29624</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29624</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Tencent Music Entertainment Group</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88034P109</cusip>
		<value>471</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50796</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>50796</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>TEVA PHARMACEUTICAL-SP ADR</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>881624209</cusip>
		<value>2309</value>
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			<sshPrnamt>76682</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>76682</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883556102</cusip>
		<value>3225</value>
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			<sshPrnamt>6563</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6563</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>Toast Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>888787108</cusip>
		<value>768</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28992</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28992</Sole>
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			<None>0</None>
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		<nameOfIssuer>Tractor Supply Co</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>892356106</cusip>
		<value>993</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21941</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21941</Sole>
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			<None>0</None>
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		<nameOfIssuer>Transdigm Group Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>893641100</cusip>
		<value>1730</value>
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			<sshPrnamt>1493</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1493</Sole>
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			<None>0</None>
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		<nameOfIssuer>TransUnion</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89400J107</cusip>
		<value>1499</value>
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			<sshPrnamt>21678</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21678</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>Trip.com Group Ltd</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89677Q107</cusip>
		<value>1708</value>
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			<sshPrnamt>34305</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>34305</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Tyler Technologies Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902252105</cusip>
		<value>1636</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4781</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4781</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TYSON FOODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902494103</cusip>
		<value>415</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6489</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6489</Sole>
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			<None>0</None>
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		<nameOfIssuer>U.S. BANCORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902973304</cusip>
		<value>383</value>
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			<sshPrnamt>7381</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7381</Sole>
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			<None>0</None>
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		<nameOfIssuer>U.S. Global Jets ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26922A842</cusip>
		<value>293</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11936</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11936</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>Uipath Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90364P105</cusip>
		<value>243</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21916</Sole>
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			<None>0</None>
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		<nameOfIssuer>Ulta Beauty Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>90384S303</cusip>
		<value>990</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1895</Sole>
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			<None>0</None>
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		<nameOfIssuer>UNDER ARMOUR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>904311107</cusip>
		<value>533</value>
		<shrsOrPrnAmt>
			<sshPrnamt>90312</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>90312</Sole>
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			<None>0</None>
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		<nameOfIssuer>United Airlines Holdings Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>910047109</cusip>
		<value>624</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6778</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6778</Sole>
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			<None>0</None>
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		<nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>911312106</cusip>
		<value>2182</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22186</Sole>
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		<nameOfIssuer>United Rentals Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>911363109</cusip>
		<value>550</value>
		<shrsOrPrnAmt>
			<sshPrnamt>756</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>756</Sole>
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			<None>0</None>
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		<nameOfIssuer>Unity Software Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91332U101</cusip>
		<value>1174</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53514</Sole>
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			<None>0</None>
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		<nameOfIssuer>UNIVERSAL HEALTH SERVICES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>913903100</cusip>
		<value>610</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3411</Sole>
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		<nameOfIssuer>Uranium Energy Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>916896103</cusip>
		<value>637</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47193</Sole>
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			<None>0</None>
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		<nameOfIssuer>Urban Outfitters Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>917047102</cusip>
		<value>846</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13366</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13366</Sole>
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		<nameOfIssuer>US Foods Holding</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>912008109</cusip>
		<value>415</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4506</Sole>
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		<nameOfIssuer>Vail Resorts Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91879Q109</cusip>
		<value>206</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1610</Sole>
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		<nameOfIssuer>Vale S A ADR</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91912E105</cusip>
		<value>3112</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>195637</Sole>
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		<nameOfIssuer>VanEck Junior Gold Miners ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92189F791</cusip>
		<value>447</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3732</Sole>
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		<nameOfIssuer>VanEck Semiconductor ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92189F676</cusip>
		<value>6245</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16290</Sole>
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		<nameOfIssuer>Vanguard FTSE Emerging Markets ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>922042858</cusip>
		<value>4235</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78358</Sole>
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		<nameOfIssuer>Vanguard FTSEEuropean ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>922042874</cusip>
		<value>1260</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15288</Sole>
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		<nameOfIssuer>Vanguard Information Tech ETF</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92204A702</cusip>
		<value>3772</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5407</Sole>
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		<nameOfIssuer>Vaxcyte Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92243G108</cusip>
		<value>238</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4102</Sole>
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		<nameOfIssuer>Veeva Systems Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>922475108</cusip>
		<value>4191</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23862</Sole>
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		<nameOfIssuer>Ventas Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92276F100</cusip>
		<value>547</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Verisign Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92343E102</cusip>
		<value>527</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2125</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2125</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Verisk Analytics Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92345Y106</cusip>
		<value>2840</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14968</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14968</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VF Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>918204108</cusip>
		<value>244</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14382</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14382</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Viatris Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92556V106</cusip>
		<value>873</value>
		<shrsOrPrnAmt>
			<sshPrnamt>64664</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>64664</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Victoria's Secret &amp; Co</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>926400102</cusip>
		<value>838</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18085</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18085</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VISA Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92826C839</cusip>
		<value>3699</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12239</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12239</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WALT DISNEY CO (THE)</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>254687106</cusip>
		<value>1427</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14810</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14810</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Waters Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>941848103</cusip>
		<value>3089</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10375</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>10375</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WAYFAIR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>94419L101</cusip>
		<value>2309</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30704</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>30704</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Welltower Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>95040Q104</cusip>
		<value>950</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4808</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4808</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WESCO INTERNATIONAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>95082P105</cusip>
		<value>479</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1753</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1753</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WEST PHARMACEUTICAL SERVICES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>955306105</cusip>
		<value>3641</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14528</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>14528</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Westinghouse Air Brake Technologies Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929740108</cusip>
		<value>431</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1726</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1726</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Wheaton Precious Metals Corp</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>962879102</cusip>
		<value>547</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4179</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4179</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Willis Towers Watson PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G96629103</cusip>
		<value>2160</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7431</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7431</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Woodward Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>980745103</cusip>
		<value>1681</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4698</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4698</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Workday Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98138H101</cusip>
		<value>6363</value>
		<shrsOrPrnAmt>
			<sshPrnamt>48977</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>48977</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WYNN RESORTS LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>983134107</cusip>
		<value>1598</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15741</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15741</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Xylem Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98419M100</cusip>
		<value>1636</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13694</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13694</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ZEBRA TECHNOLOGIES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>989207105</cusip>
		<value>350</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1676</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1676</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Zillow Group Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98954M200</cusip>
		<value>1715</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41468</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41468</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>Zscaler Inc</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98980G102</cusip>
		<value>4517</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32201</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32201</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
</informationTable>
