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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Microsoft Corp. COM 594918104   95,712 399,100 SH   SOLE   399,100 0 0
NextEra Energy Inc. COM 65339F101   60,108 719,000 SH   SOLE   719,000 0 0
Corteva, Inc. COM 22052L104   51,726 880,000 SH   SOLE   880,000 0 0
Tetra Tech Inc. COM 88162G103   44,544 306,800 SH   SOLE   306,800 0 0
Deere & Co. COM 244199105   44,162 103,000 SH   SOLE   103,000 0 0
TJX Companies, Inc. COM 872540109   38,765 487,000 SH   SOLE   487,000 0 0
Caterpillar Inc. COM 149123101   38,330 160,000 SH   SOLE   160,000 0 0
Ferrari NV COM N3167Y103   36,225 169,100 SH   SOLE   169,100 0 0
Workday, Inc. CL A 98138H101   33,617 200,900 SH   SOLE   200,900 0 0
The Hershey Co. COM 427866108   33,091 142,900 SH   SOLE   142,900 0 0
Cadence Design Systems Inc. COM 127387108   26,923 167,600 SH   SOLE   167,600 0 0
Ross Stores Inc. COM 778296103   25,779 222,100 SH   SOLE   222,100 0 0
Carrier Global Corp. COM 14448C104   23,492 569,500 SH   SOLE   569,500 0 0
Emerson Electric Co. COM 291011104   23,256 242,100 SH   SOLE   242,100 0 0
Tyson Foods Inc. CL A 902494103   22,840 366,900 SH   SOLE   366,900 0 0
ServiceNow, Inc. COM 81762P102   22,131 57,000 SH   SOLE   57,000 0 0
Rockwell Automation, Inc. COM 773903109   20,297 78,800 SH   SOLE   78,800 0 0
O'Reilly Automotive, Inc. COM 67103H107   20,172 23,900 SH   SOLE   23,900 0 0
Starbucks Corp. COM 855244109   19,840 200,000 SH   SOLE   200,000 0 0
Bill.Com Holdings, Inc. COM 090043100   19,776 181,500 SH   SOLE   181,500 0 0
BJ's Wholesale Club Holdings Inc. COM 05550J101   19,583 296,000 SH   SOLE   296,000 0 0
Otis Worldwide Corp. COM 68902V107   18,951 242,000 SH   SOLE   242,000 0 0
Texas Instruments Inc. COM 882508104   18,885 114,300 SH   SOLE   114,300 0 0
International Business Machines Corp. COM 459200101   18,851 133,800 SH   SOLE   133,800 0 0
Alphabet Inc. CL C 02079K107   18,633 210,000 SH   SOLE   210,000 0 0
ASML Holding N.V. SPONSORED ADR N07059210   18,304 33,500 SH   SOLE   33,500 0 0
Amazon.com Inc. COM 023135106   18,228 217,000 SH   SOLE   217,000 0 0
Motorola Solutions Inc. COM 620076307   17,318 67,200 SH   SOLE   67,200 0 0
Service Corp. International COM 817565104   16,939 245,000 SH   SOLE   245,000 0 0
Oracle Corp. COM 68389X105   16,920 207,000 SH   SOLE   207,000 0 0
Accenture plc. CL A G1151C101   16,117 60,400 SH   SOLE   60,400 0 0
Option Care Health Inc. COM 68404L201   15,647 520,000 SH   SOLE   520,000 0 0
Five Below Inc. COM 33829M101   14,769 83,500 SH   SOLE   83,500 0 0
Ball Corp. COM 058498106   14,667 286,800 SH   SOLE   286,800 0 0
Bunge Ltd. COM G16962105   14,467 145,000 SH   SOLE   145,000 0 0
Ameresco Inc. CL A 02361E108   14,325 250,700 SH   SOLE   250,700 0 0
Brookfield Corp. COM 11271J107   14,251 453,000 SH   SOLE   453,000 0 0
Discover Financial Services COM 254709108   14,166 144,800 SH   SOLE   144,800 0 0
Darling Ingredients Inc. COM 237266101   13,958 223,000 SH   SOLE   223,000 0 0
Autozone, Inc. COM 053332102   13,811 5,600 SH   SOLE   5,600 0 0
Manhattan Associates, Inc. COM 562750109   13,767 113,400 SH   SOLE   113,400 0 0
Micron Technology, Inc. COM 595112103   13,585 271,800 SH   SOLE   271,800 0 0
SiteOne Landscape Supply Inc. COM 82982L103   13,514 115,192 SH   SOLE   115,192 0 0
Edwards Lifesciences Corp. COM 28176E108   13,442 180,165 SH   SOLE   180,165 0 0
Roper Technologies Inc. COM 776696106   13,179 30,500 SH   SOLE   30,500 0 0
Qualcomm Inc. COM 747525103   12,687 115,400 SH   SOLE   115,400 0 0
Generac Holdings Inc. COM 368736104   12,643 125,600 SH   SOLE   125,600 0 0
Live Oak Bancshares, Inc. COM 53803X105   12,473 413,000 SH   SOLE   413,000 0 0
Skechers USA Inc. CL A 830566105   12,392 295,400 SH   SOLE   295,400 0 0
Goldman Sachs Group, Inc. COM 38141G104   12,121 35,300 SH   SOLE   35,300 0 0
Intuit Inc. COM 461202103   11,677 30,000 SH   SOLE   30,000 0 0
THE Goodyear Tire & Rubber Co. COM 382550101   10,827 1,066,700 SH   SOLE   1,066,700 0 0
Capital One Financial Corp. COM 14040H105   10,672 114,800 SH   SOLE   114,800 0 0
Waste Connections, Inc. COM 94106B101   10,605 80,000 SH   SOLE   80,000 0 0
BorgWarner, Inc. COM 099724106   10,389 258,100 SH   SOLE   258,100 0 0
Waste Management, Inc. COM 94106L109   10,291 65,600 SH   SOLE   65,600 0 0
Xylem, Inc. COM 98419M100   9,951 90,000 SH   SOLE   90,000 0 0
Casey's General Stores, Inc. COM 147528103   9,714 43,300 SH   SOLE   43,300 0 0
United Rentals Inc. COM 911363109   9,632 27,100 SH   SOLE   27,100 0 0
Dow Inc. COM 260557103   9,458 187,700 SH   SOLE   187,700 0 0
Applied Materials, Inc. COM 038222105   9,426 96,800 SH   SOLE   96,800 0 0
Agilent Technologies, Inc. COM 00846U101   9,398 62,800 SH   SOLE   62,800 0 0
World Wrestling Entertainment, Inc. CL A 98156Q108   9,374 136,800 SH   SOLE   136,800 0 0
Lam Research Corp. COM 512807108   9,289 22,100 SH   SOLE   22,100 0 0
American Water Works Co., Inc. COM 030420103   9,145 60,000 SH   SOLE   60,000 0 0
Thor Industries, Inc. COM 885160101   9,074 120,200 SH   SOLE   120,200 0 0
Fortinet, Inc. COM 34959E109   8,947 183,000 SH   SOLE   183,000 0 0
American Express Co. COM 025816109   8,850 59,900 SH   SOLE   59,900 0 0
Keysight Technologies Inc. COM 49338L103   8,725 51,000 SH   SOLE   51,000 0 0
The Walt Disney Co. COM 254687106   8,688 100,000 SH   SOLE   100,000 0 0
Ollie's Bargain Outlet Holdings Inc. COM 681116109   8,553 182,600 SH   SOLE   182,600 0 0
Exponent Inc. COM 30214U102   8,532 86,100 SH   SOLE   86,100 0 0
Equinix Inc. COM 29444U700   8,515 13,000 SH   SOLE   13,000 0 0
General Motors Co. COM 37045V100   8,343 248,000 SH   SOLE   248,000 0 0
Wolfspeed, Inc. COM 977852102   8,333 120,700 SH   SOLE   120,700 0 0
Cooper Companies, Inc. COM 216648402   8,068 24,400 SH   SOLE   24,400 0 0
American Tower Corp. COM 03027X100   7,966 37,600 SH   SOLE   37,600 0 0
Choice Hotels International, Inc. COM 169905106   7,660 68,000 SH   SOLE   68,000 0 0
Visa Inc. CL A 92826C839   7,521 36,200 SH   SOLE   36,200 0 0
Crown Castle International Corp. COM 22822V101   7,447 54,900 SH   SOLE   54,900 0 0
Take-Two Interactive Software, Inc. COM 874054109   7,362 70,700 SH   SOLE   70,700 0 0
Hess Corp. COM 42809H107   7,346 51,800 SH   SOLE   51,800 0 0
The Duckhorn Portfolio, Inc. COM 26414D106   7,274 439,000 SH   SOLE   439,000 0 0
Murphy USA Inc. COM 626755102   7,268 26,000 SH   SOLE   26,000 0 0
Houlihan Lokey, Inc. CL A 441593100   7,104 81,500 SH   SOLE   81,500 0 0
Raytheon Technologies Corp. COM 75513E101   7,064 70,000 SH   SOLE   70,000 0 0
Thermo Fisher Scientific, Inc. COM 883556102   6,884 12,500 SH   SOLE   12,500 0 0
Yeti Holdings Inc. COM 98585X104   6,729 162,900 SH   SOLE   162,900 0 0
Wyndham Hotels & Resorts, Inc. COM 98311A105   6,703 94,000 SH   SOLE   94,000 0 0
Global Payments Inc. COM 37940X102   6,635 66,800 SH   SOLE   66,800 0 0
Leidos Holdings, Inc. COM 525327102   6,553 62,300 SH   SOLE   62,300 0 0
EOG Resources, Inc. COM 26875P101   6,476 50,000 SH   SOLE   50,000 0 0
Akamai Technologies Inc. COM 00971T101   6,221 73,800 SH   SOLE   73,800 0 0
PowerSchool Holdings, Inc. CL A 73939C106   5,948 257,700 SH   SOLE   257,700 0 0
L3Harris Technologies, Inc. COM 502431109   5,934 28,500 SH   SOLE   28,500 0 0
SentinelOne, Inc. CL A 81730H109   5,826 399,300 SH   SOLE   399,300 0 0
Doximity, Inc. CL A 26622P107   5,799 172,800 SH   SOLE   172,800 0 0
Simply Good Foods Corp. COM 82900L102   5,666 149,000 SH   SOLE   149,000 0 0
Intel Corp. COM 458140100   5,460 206,600 SH   SOLE   206,600 0 0
Chart Industries, Inc. COM 16115Q308   5,358 46,500 SH   SOLE   46,500 0 0
Veeva Systems Inc. CL A 922475108   5,148 31,900 SH   SOLE   31,900 0 0
Progyny Inc. COM 74340E103   4,859 156,000 SH   SOLE   156,000 0 0
Surgery Partners Inc. COM 86881A100   4,848 174,000 SH   SOLE   174,000 0 0
Dana Inc. COM 235825205   4,819 318,500 SH   SOLE   318,500 0 0
Johnson Controls Inc. COM G51502105   4,800 75,000 SH   SOLE   75,000 0 0
Advanced Micro Devices Inc. COM 007903107   4,650 71,800 SH   SOLE   71,800 0 0
Liberty Media Corp-Liberty Formula One CL A 531229870   4,574 85,600 SH   SOLE   85,600 0 0
MSCI Inc. COM 55354G100   4,559 9,800 SH   SOLE   9,800 0 0
Palo Alto Networks, Inc. COM 697435105   4,396 31,500 SH   SOLE   31,500 0 0
Ally Financial Inc. COM 02005N100   4,254 174,000 SH   SOLE   174,000 0 0
S&P Global Inc. COM 78409V104   4,153 12,400 SH   SOLE   12,400 0 0
PayPal Holdings Inc. COM 70450Y103   4,060 57,000 SH   SOLE   57,000 0 0
NICE Ltd. SPONSORED ADR 653656108   3,692 19,200 SH   SOLE   19,200 0 0
Vertiv Holdings Co. COM 92537N108   3,620 265,000 SH   SOLE   265,000 0 0
AMN Healthcare Services, Inc. COM 001744101   3,496 34,000 SH   SOLE   34,000 0 0
Microchip Technology Inc. COM 595017104   3,372 48,000 SH   SOLE   48,000 0 0
Brookfield Asset Management Inc. CL A 112585104   3,271 114,074 SH   SOLE   114,074 0 0
Enovis Corp. COM 194014502   3,086 57,666 SH   SOLE   57,666 0 0
DocuSign Inc. COM 256163106   2,838 51,200 SH   SOLE   51,200 0 0
Arco Platform Ltd. CL A G04553106   2,736 202,700 SH   SOLE   202,700 0 0
Oak Street Health Inc. COM 67181A107   2,702 125,600 SH   SOLE   125,600 0 0
Allegiant Travel Co. COM 01748X102   2,393 35,200 SH   SOLE   35,200 0 0
ESAB Corp. COM 29605J106   2,190 46,666 SH   SOLE   46,666 0 0
Block, Inc. CL A 852234103   2,093 33,300 SH   SOLE   33,300 0 0
BlackLine, Inc. COM 09239B109   1,884 28,000 SH   SOLE   28,000 0 0
Tesla Inc. COM 88160R101   1,848 15,000 SH   SOLE   15,000 0 0
Procore Technologies, Inc. COM 74275K108   1,415 30,000 SH   SOLE   30,000 0 0
Olo Inc. CL A 68134L109   1,389 222,200 SH   SOLE   222,200 0 0
CryoPort, Inc. COM 229050307   954 55,000 SH   SOLE   55,000 0 0
Alkami Technology, Inc. COM 01644J108   912 62,500 SH   SOLE   62,500 0 0
Kratos Defense & Security Solutions, Inc. COM 50077B207   599 58,000 SH   SOLE   58,000 0 0
Brookfield Reinsurance Ltd. COM G16250105   103 3,296 SH   SOLE   3,296 0 0
Torrid Holdings Inc. COM 89142B107   80 27,000 SH   SOLE   27,000 0 0