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
ABBOTT LABS COM 002824100 3,450 31,750 SH   SOLE N/A 31,750 0 0
ADVANCED MICRO DEVICES INC COM 007903107 7,908 103,410 SH   SOLE N/A 103,410 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 3,861 144,500 SH   SOLE N/A 144,500 0 0
ALPHABET INC CAP STK CL A 02079K305 3,210 1,473 SH   SOLE N/A 1,473 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 3,688 26,570 SH   SOLE N/A 26,570 0 0
APPLE INC COM 037833100 5,215 38,141 SH   SOLE N/A 38,141 0 0
ARCBEST CORP COM 03937C105 1,698 24,130 SH   SOLE N/A 24,130 0 0
ATKORE INC COM 047649108 1,395 16,800 SH   SOLE N/A 16,800 0 0
AUTOZONE INC COM 053332102 4,320 2,010 SH   SOLE N/A 2,010 0 0
BERKLEY W R CORP COM 084423102 812 11,900 SH   SOLE N/A 11,900 0 0
BROADCOM INC COM 11135F101 1,423 2,930 SH   SOLE N/A 2,930 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,384 81,645 SH   SOLE N/A 81,645 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 4,140 100,945 SH   SOLE N/A 100,945 0 0
CBRE GROUP INC CL A 12504L109 4,855 65,950 SH   SOLE N/A 65,950 0 0
CDW CORP COM 12514G108 8,040 51,030 SH   SOLE N/A 51,030 0 0
CINTAS CORP COM 172908105 2,533 6,780 SH   SOLE N/A 6,780 0 0
CONOCOPHILLIPS COM 20825C104 3,567 39,720 SH   SOLE N/A 39,720 0 0
CROCS INC COM 227046109 3,590 73,770 SH   SOLE N/A 73,770 0 0
CVS HEALTH CORP COM 126650100 4,131 44,580 SH   SOLE N/A 44,580 0 0
D R HORTON INC COM 23331A109 3,850 58,165 SH   SOLE N/A 58,165 0 0
EAST WEST BANCORP INC COM 27579R104 2,845 43,900 SH   SOLE N/A 43,900 0 0
EPAM SYS INC COM 29414B104 5,428 18,415 SH   SOLE N/A 18,415 0 0
HENRY SCHEIN INC COM 806407102 3,369 43,900 SH   SOLE N/A 43,900 0 0
HF SINCLAIR CORP COM 403949100 1,648 36,500 SH   SOLE N/A 36,500 0 0
HUNTSMAN CORP COM 447011107 2,155 76,000 SH   SOLE N/A 76,000 0 0
JABIL INC COM 466313103 3,945 77,030 SH   SOLE N/A 77,030 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 2,496 53,915 SH   SOLE N/A 53,915 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 640 13,200 SH   SOLE N/A 13,200 0 0
LITHIA MTRS INC COM 536797103 2,936 10,685 SH   SOLE N/A 10,685 0 0
MARATHON OIL CORP COM 565849106 1,423 63,300 SH   SOLE N/A 63,300 0 0
MARATHON PETE CORP COM 56585A102 4,102 49,900 SH   SOLE N/A 49,900 0 0
METLIFE INC COM 59156R108 4,477 71,300 SH   SOLE N/A 71,300 0 0
MICROSOFT CORP COM 594918104 13,676 53,250 SH   SOLE N/A 53,250 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 619 3,800 SH   SOLE N/A 3,800 0 0
OWENS CORNING NEW COM 690742101 1,910 25,700 SH   SOLE N/A 25,700 0 0
POOL CORP COM 73278L105 1,814 5,165 SH   SOLE N/A 5,165 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 4,556 243,000 SH   SOLE N/A 243,000 0 0
SERVICE CORP INTL COM 817565104 3,622 52,400 SH   SOLE N/A 52,400 0 0
SIGNET JEWELERS LIMITED SHS G81276100 2,541 47,530 SH   SOLE N/A 47,530 0 0
SYNOVUS FINL CORP COM NEW 87161C501 2,834 78,600 SH   SOLE N/A 78,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,251 15,300 SH   SOLE N/A 15,300 0 0
THE TRADE DESK INC COM CL A 88339J105 4,941 117,940 SH   SOLE N/A 117,940 0 0
TRACTOR SUPPLY CO COM 892356106 2,114 10,905 SH   SOLE N/A 10,905 0 0
U S SILICA HLDGS INC COM 90346E103 377 33,000 SH   SOLE N/A 33,000 0 0
VEEVA SYS INC CL A COM 922475108 2,456 12,400 SH   SOLE N/A 12,400 0 0
WATERS CORP COM 941848103 2,979 9,000 SH   SOLE N/A 9,000 0 0
WESCO INTL INC COM 95082P105 1,253 11,700 SH   SOLE N/A 11,700 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 2,377 71,500 SH   SOLE N/A 71,500 0 0