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 5,526 87,210 SH   SOLE N/A 87,210 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,805 31,300 SH   SOLE N/A 31,300 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 2,225 89,500 SH   SOLE N/A 89,500 0 0
AMETEK INC COM 031100100 3,244 28,600 SH   SOLE N/A 28,600 0 0
APPLE INC COM 037833100 2,341 16,941 SH   SOLE N/A 16,941 0 0
ARCBEST CORP COM 03937C105 1,820 25,030 SH   SOLE N/A 25,030 0 0
BIOGEN INC COM 09062X103 1,896 7,100 SH   SOLE N/A 7,100 0 0
BORGWARNER INC COM 099724106 1,849 58,900 SH   SOLE N/A 58,900 0 0
BROADCOM INC COM 11135F101 2,544 5,730 SH   SOLE N/A 5,730 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,905 83,245 SH   SOLE N/A 83,245 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 3,880 100,945 SH   SOLE N/A 100,945 0 0
CBRE GROUP INC CL A 12504L109 4,513 66,850 SH   SOLE N/A 66,850 0 0
CDW CORP COM 12514G108 8,246 52,830 SH   SOLE N/A 52,830 0 0
CLEAN HARBORS INC COM 184496107 1,298 11,800 SH   SOLE N/A 11,800 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 3,912 67,000 SH   SOLE N/A 67,000 0 0
CROCS INC COM 227046109 6,129 89,270 SH   SOLE N/A 89,270 0 0
CSX CORP COM 126408103 5,168 194,000 SH   SOLE N/A 194,000 0 0
CVS HEALTH CORP COM 126650100 6,083 63,780 SH   SOLE N/A 63,780 0 0
EAST WEST BANCORP INC COM 27579R104 4,075 60,700 SH   SOLE N/A 60,700 0 0
EATON CORP PLC SHS G29183103 987 7,400 SH   SOLE N/A 7,400 0 0
EPAM SYS INC COM 29414B104 8,408 23,215 SH   SOLE N/A 23,215 0 0
HF SINCLAIR CORP COM 403949100 2,283 42,400 SH   SOLE N/A 42,400 0 0
JABIL INC COM 466313103 3,759 65,130 SH   SOLE N/A 65,130 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 3,289 67,215 SH   SOLE N/A 67,215 0 0
LAM RESEARCH CORP COM 512807108 583 1,594 SH   SOLE N/A 1,594 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,141 43,500 SH   SOLE N/A 43,500 0 0
LULULEMON ATHLETICA INC COM 550021109 3,522 12,600 SH   SOLE N/A 12,600 0 0
MARATHON PETE CORP COM 56585A102 5,314 53,500 SH   SOLE N/A 53,500 0 0
MEDPACE HLDGS INC COM 58506Q109 1,415 9,000 SH   SOLE N/A 9,000 0 0
MICROSOFT CORP COM 594918104 5,927 25,450 SH   SOLE N/A 25,450 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,007 8,960 SH   SOLE N/A 8,960 0 0
PINDUODUO INC SPONSORED ADS 722304102 976 15,600 SH   SOLE N/A 15,600 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 5,622 280,100 SH   SOLE N/A 280,100 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 7,913 62,900 SH   SOLE N/A 62,900 0 0
SNAP ON INC COM 833034101 1,651 8,200 SH   SOLE N/A 8,200 0 0
SYNOPSYS INC COM 871607107 1,008 3,300 SH   SOLE N/A 3,300 0 0
SYNOVUS FINL CORP COM NEW 87161C501 4,396 117,200 SH   SOLE N/A 117,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,618 23,600 SH   SOLE N/A 23,600 0 0
THE TRADE DESK INC COM CL A 88339J105 9,431 157,840 SH   SOLE N/A 157,840 0 0
U S SILICA HLDGS INC COM 90346E103 1,352 123,500 SH   SOLE N/A 123,500 0 0
UNITED RENTALS INC COM 911363109 2,269 8,400 SH   SOLE N/A 8,400 0 0
VEEVA SYS INC CL A COM 922475108 2,803 17,000 SH   SOLE N/A 17,000 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 843 100,200 SH   SOLE N/A 100,200 0 0
VISA INC COM CL A 92826C839 3,766 21,200 SH   SOLE N/A 21,200 0 0
WESCO INTL INC COM 95082P105 2,758 23,100 SH   SOLE N/A 23,100 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 3,941 94,600 SH   SOLE N/A 94,600 0 0