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
ADVANCED MICRO DEVICES INC COM 007903107 1,837 12,225 SH   SOLE N/A 12,225 0 0
ALPHABET INC CAP STK CL A 02079K305 8,372 2,887 SH   SOLE N/A 2,887 0 0
APPLE INC COM 037833100 6,804 37,380 SH   SOLE N/A 37,380 0 0
APPLIED MATLS INC COM 038222105 6,170 38,580 SH   SOLE N/A 38,580 0 0
AUTONATION INC COM 05329W102 3,759 32,960 SH   SOLE N/A 32,960 0 0
BP PLC SPONSORED ADR 055622104 1,353 49,440 SH   SOLE N/A 49,440 0 0
BRUNSWICK CORP COM 117043109 1,415 14,100 SH   SOLE N/A 14,100 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,335 51,925 SH   SOLE N/A 51,925 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 1,379 20,880 SH   SOLE N/A 20,880 0 0
CBRE GROUP INC CL A 12504L109 4,685 43,110 SH   SOLE N/A 43,110 0 0
CDW CORP COM 12514G108 3,615 17,635 SH   SOLE N/A 17,635 0 0
CONOCOPHILLIPS COM 20825C104 2,724 36,925 SH   SOLE N/A 36,925 0 0
CROCS INC COM 227046109 2,642 19,995 SH   SOLE N/A 19,995 0 0
CVS HEALTH CORP COM 126650100 2,722 26,135 SH   SOLE N/A 26,135 0 0
D R HORTON INC COM 23331A109 5,847 55,545 SH   SOLE N/A 55,545 0 0
DANAHER CORPORATION COM 235851102 1,471 4,660 SH   SOLE N/A 4,660 0 0
EOG RES INC COM 26875P101 937 10,280 SH   SOLE N/A 10,280 0 0
EPAM SYS INC COM 29414B104 1,612 2,510 SH   SOLE N/A 2,510 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 6,000 116,680 SH   SOLE N/A 116,680 0 0
JEFFERIES FINL GROUP INC COM 47233W109 2,514 63,625 SH   SOLE N/A 63,625 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 6,304 104,075 SH   SOLE N/A 104,075 0 0
KOHLS CORP COM 500255104 4,037 81,425 SH   SOLE N/A 81,425 0 0
LAM RESEARCH CORP COM 512807108 10,207 14,070 SH   SOLE N/A 14,070 0 0
LITHIA MTRS INC COM 536797103 3,067 10,300 SH   SOLE N/A 10,300 0 0
LULULEMON ATHLETICA INC COM 550021109 827 2,135 SH   SOLE N/A 2,135 0 0
MICROSOFT CORP COM 594918104 11,909 35,575 SH   SOLE N/A 35,575 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,754 6,560 SH   SOLE N/A 6,560 0 0
OLIN CORP COM PAR $1 680665205 1,001 17,920 SH   SOLE N/A 17,920 0 0
POOL CORP COM 73278L105 4,143 7,530 SH   SOLE N/A 7,530 0 0
RAYMOND JAMES FINL INC COM 754730109 3,445 33,495 SH   SOLE N/A 33,495 0 0
STIFEL FINL CORP COM 860630102 3,996 55,780 SH   SOLE N/A 55,780 0 0
TRACTOR SUPPLY CO COM 892356106 2,145 9,100 SH   SOLE N/A 9,100 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 2,037 175,000 SH   SOLE N/A 175,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 1,527 3,425 SH   SOLE N/A 3,425 0 0