The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 8,670 23,686 SH   SOLE   23,686 0 0
ALCOA CORP COM 013872106 1,620 35,550 SH   SOLE   35,550 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,981 35,015 SH   SOLE   35,015 0 0
ALPHABET INC CAP STK CL A 02079K305 3,624 1,663 SH   SOLE   1,663 0 0
AMERCO COM 023586100 1,681 3,514 SH   SOLE   3,514 0 0
AON PLC SHS CL A G0403H108 6,607 24,500 SH   SOLE   24,500 0 0
APPLIED MATLS INC COM 038222105 5,125 56,333 SH   SOLE   56,333 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,314 2,762 SH   SOLE   2,762 0 0
BK OF AMERICA CORP COM 060505104 6,400 205,580 SH   SOLE   205,580 0 0
BLACKROCK INC COM 09247X101 6,933 11,383 SH   SOLE   11,383 0 0
BOEING CO COM 097023105 4,186 30,614 SH   SOLE   30,614 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,715 18,980 SH   SOLE   18,980 0 0
CBRE GROUP INC CL A 12504L109 928 12,607 SH   SOLE   12,607 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,561 428,246 SH   SOLE   428,246 0 0
CHARLES RIV LABS INTL INC COM 159864107 1,594 7,450 SH   SOLE   7,450 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 15,258 226,073 SH   SOLE   226,073 0 0
CROWN HLDGS INC COM 228368106 1,141 12,377 SH   SOLE   12,377 0 0
CSX CORP COM 126408103 6,971 239,880 SH   SOLE   239,880 0 0
DEERE & CO COM 244199105 21,463 71,670 SH   SOLE   71,670 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201 732 124,209 SH   SOLE   124,209 0 0
DOCUSIGN INC COM 256163106 2,812 49,010 SH   SOLE   49,010 0 0
ELASTIC N V ORD SHS N14506104 1,462 21,600 SH   SOLE   21,600 0 0
EUROSEAS LTD SHS Y23592135 530 22,185 SH   SOLE   22,185 0 0
FAIR ISAAC CORP COM 303250104 4,600 11,473 SH   SOLE   11,473 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,699 18,539 SH   SOLE   18,539 0 0
FIGS INC CL A 30260D103 7,516 825,058 SH   SOLE   825,058 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 1,399 2,140 SH   SOLE   2,140 0 0
GLOBAL SHIP LEASE INC NEW COM CL A Y27183600 883 53,473 SH   SOLE   53,473 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,428 118,685 SH   SOLE   118,685 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 620 23,193 SH   SOLE   23,193 0 0
JACOBS ENGR GROUP INC COM 469814107 1,252 9,850 SH   SOLE   9,850 0 0
JD.COM INC SPON ADR CL A 47215P106 3,039 47,325 SH   SOLE   47,325 0 0
JUNIPER NETWORKS INC COM 48203R104 3,594 126,105 SH   SOLE   126,105 0 0
KORN FERRY COM NEW 500643200 9,927 171,092 SH   SOLE   171,092 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,999 12,795 SH   SOLE   12,795 0 0
LAM RESEARCH CORP COM 512807108 2,878 6,753 SH   SOLE   6,753 0 0
LEIDOS HOLDINGS INC COM 525327102 1,571 15,595 SH   SOLE   15,595 0 0
MAGNITE INC COM 55955D100 1,782 200,727 SH   SOLE   200,727 0 0
MARATHON PETE CORP COM 56585A102 687 8,355 SH   SOLE   8,355 0 0
MATSON INC COM 57686G105 1,317 18,070 SH   SOLE   18,070 0 0
META PLATFORMS INC CL A 30303M102 1,941 12,036 SH   SOLE   12,036 0 0
MICRON TECHNOLOGY INC COM 595112103 1,578 28,540 SH   SOLE   28,540 0 0
MICROSOFT CORP COM 594918104 14,984 58,342 SH   SOLE   58,342 0 0
MOODYS CORP COM 615369105 2,079 7,646 SH   SOLE   7,646 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409 446 19,370 SH   SOLE   19,370 0 0
NETEASE INC SPONSORED ADS 64110W102 1,513 16,207 SH   SOLE   16,207 0 0
NORFOLK SOUTHN CORP COM 655844108 4,242 18,663 SH   SOLE   18,663 0 0
OCCIDENTAL PETE CORP COM 674599105 6,059 102,904 SH   SOLE   102,904 0 0
PAYPAL HLDGS INC COM 70450Y103 3,031 43,404 SH   SOLE   43,404 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,961 18,770 SH   SOLE   18,770 0 0
RINGCENTRAL INC CL A 76680R206 12,089 231,323 SH   SOLE   231,323 0 0
ROKU INC COM CL A 77543R102 3,751 45,663 SH   SOLE   45,663 0 0
SALESFORCE INC COM 79466L302 9,390 56,893 SH   SOLE   56,893 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869 322 20,550 SH   SOLE   20,550 0 0
SCHWAB CHARLES CORP COM 808513105 7,052 111,611 SH   SOLE   111,611 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 7,667 132,026 SH   SOLE   132,026 0 0
SYNOPSYS INC COM 871607107 2,475 8,148 SH   SOLE   8,148 0 0
TEUCRIUM COMMODITY TR CORN FD SHS 88166A102 6,106 242,687 SH   SOLE   242,687 0 0
TIDEWATER INC NEW COM 88642R109 8,091 383,643 SH   SOLE   383,643 0 0
TITAN INTL INC ILL COM 88830M102 447 29,630 SH   SOLE   29,630 0 0
T-MOBILE US INC COM 872590104 3,855 28,651 SH   SOLE   28,651 0 0
TWILIO INC CL A 90138F102 811 9,675 SH   SOLE   9,675 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,085 53,051 SH   SOLE   53,051 0 0
UNION PAC CORP COM 907818108 12,183 57,124 SH   SOLE   57,124 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,689 9,130 SH   SOLE   9,130 0 0
US BANCORP DEL COM NEW 902973304 2,826 61,416 SH   SOLE   61,416 0 0
VALARIS LIMITED CL A G9460G101 23,393 553,819 SH   SOLE   553,819 0 0
VALERO ENERGY CORP COM 91913Y100 676 6,357 SH   SOLE   6,357 0 0
VISA INC COM CL A 92826C839 4,818 24,472 SH   SOLE   24,472 0 0
WEIBO CORP SPONSORED ADR 948596101 556 24,040 SH   SOLE   24,040 0 0
WELLS FARGO CO NEW COM 949746101 3,861 98,572 SH   SOLE   98,572 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 837 17,718 SH   SOLE   17,718 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 7,372 68,276 SH   SOLE   68,276 0 0