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
ALPHABET INC CAP STK CL A 02079K305 8,612 6,430 SH   SOLE N/A 6,430 0 0
AMPHENOL CORP NEW CL A 032095101 9,784 90,400 SH   SOLE N/A 90,400 0 0
APPLIED MATLS INC COM 038222105 8,858 145,120 SH   SOLE N/A 145,120 0 0
BED BATH & BEYOND INC COM 075896100 7,588 438,600 SH   SOLE N/A 438,600 0 0
BERRY GLOBAL GROUP INC COM 08579W103 5,021 105,720 SH   SOLE N/A 105,720 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,341 57,800 SH   SOLE N/A 57,800 0 0
BURLINGTON STORES INC COM 122017106 12,113 53,120 SH   SOLE N/A 53,120 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,059 12,490 SH   SOLE N/A 12,490 0 0
CITIGROUP INC COM NEW 172967424 10,804 135,230 SH   SOLE N/A 135,230 0 0
CONSTELLIUM SE CL A SHS F21107101 5,890 439,540 SH   SOLE N/A 439,540 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,509 6,470 SH   SOLE N/A 6,470 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,020 72,040 SH   SOLE N/A 72,040 0 0
FISERV INC COM 337738108 7,988 69,080 SH   SOLE N/A 69,080 0 0
FIVE BELOW INC COM 33829M101 6,062 47,410 SH   SOLE N/A 47,410 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 8,549 168,260 SH   SOLE N/A 168,260 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,823 26,200 SH   SOLE N/A 26,200 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,405 335,720 SH   SOLE N/A 335,720 0 0
GLOBAL PMTS INC COM 37940X102 9,909 54,278 SH   SOLE N/A 54,278 0 0
GS ACQUISITION HLDGS CORP COM CL A 36255F102 815 73,900 SH   SOLE N/A 73,900 0 0
HOME DEPOT INC COM 437076102 4,071 18,640 SH   SOLE N/A 18,640 0 0
IHS MARKIT LTD SHS G47567105 6,424 85,250 SH   SOLE N/A 85,250 0 0
LULULEMON ATHLETICA INC COM 550021109 7,786 33,610 SH   SOLE N/A 33,610 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,904 71,690 SH   SOLE N/A 71,690 0 0
MASCO CORP COM 574599106 6,457 134,540 SH   SOLE N/A 134,540 0 0
MASTERCARD INC CL A 57636Q104 17,333 58,050 SH   SOLE N/A 58,050 0 0
MICRON TECHNOLOGY INC COM 595112103 5,653 105,110 SH   SOLE N/A 105,110 0 0
MICROSOFT CORP COM 594918104 17,607 111,650 SH   SOLE N/A 111,650 0 0
NIKE INC CL B 654106103 13,582 134,060 SH   SOLE N/A 134,060 0 0
NOVANTA INC COM 67000B104 5,380 60,830 SH   SOLE N/A 60,830 0 0
NVIDIA CORP COM 67066G104 8,850 37,610 SH   SOLE N/A 37,610 0 0
NXP SEMICONDUCTORS N V COM N6596X109 12,634 99,280 SH   SOLE N/A 99,280 0 0
ROSS STORES INC COM 778296103 4,452 38,240 SH   SOLE N/A 38,240 0 0
S&P GLOBAL INC COM 78409V104 3,279 12,010 SH   SOLE N/A 12,010 0 0
TARGET CORP COM 87612E106 2,536 19,780 SH   SOLE N/A 19,780 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,372 28,850 SH   SOLE N/A 28,850 0 0
THOR INDS INC COM 885160101 4,193 56,440 SH   SOLE N/A 56,440 0 0
TJX COS INC NEW COM 872540109 2,631 43,090 SH   SOLE N/A 43,090 0 0
UPLAND SOFTWARE INC COM 91544A109 5,678 158,990 SH   SOLE N/A 158,990 0 0
VISA INC COM CL A 92826C839 17,576 93,540 SH   SOLE N/A 93,540 0 0
WILLIAMS SONOMA INC COM 969904101 3,549 48,330 SH   SOLE N/A 48,330 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 5,363 82,680 SH   SOLE N/A 82,680 0 0
ZOETIS INC CL A 98978V103 6,189 46,760 SH   SOLE N/A 46,760 0 0