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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Medtronic COM G5960L103   3,046,624 39,200 SH   SOLE   39,200 0 0
Albemarle COM 012653101   2,342,088 10,800 SH   SOLE   10,800 0 0
Bread Financial Hldgs COM 018581108   2,899,820 77,000 SH   SOLE   77,000 0 0
Alphabet CLASS A 02079K305   2,726,307 30,900 SH   SOLE   30,900 0 0
Amazon COM 023135106   2,620,800 31,200 SH   SOLE   31,200 0 0
Apple COM 037833100   5,716,920 44,000 SH   SOLE   44,000 0 0
Bath & Body Works COM 070830104   2,785,454 66,100 SH   SOLE   66,100 0 0
Broadcom COM 11135F101   3,354,780 6,000 SH   SOLE   6,000 0 0
Burlington Stores COM 122017106   2,858,916 14,100 SH   SOLE   14,100 0 0
CDW COM 12514G108   3,160,866 17,700 SH   SOLE   17,700 0 0
CSX COM 126408103   2,936,904 94,800 SH   SOLE   94,800 0 0
CVS Health COM 126650100   2,832,976 30,400 SH   SOLE   30,400 0 0
Caterpillar COM 149123101   3,234,060 13,500 SH   SOLE   13,500 0 0
Centene COM 15135B101   3,099,978 37,800 SH   SOLE   37,800 0 0
Deere COM 244199105   3,301,452 7,700 SH   SOLE   7,700 0 0
Dollar Tree COM 256746108   2,984,384 21,100 SH   SOLE   21,100 0 0
Dropbox COM 26210C104   2,976,540 133,000 SH   SOLE   133,000 0 0
Fleetcor Technologies COM 339041105   2,993,984 16,300 SH   SOLE   16,300 0 0
Goldman Sachs COM 38141G104   2,781,378 8,100 SH   SOLE   8,100 0 0
Grainger (W W) COM 384802104   3,003,750 5,400 SH   SOLE   5,400 0 0
Halliburton COM 406216101   3,163,740 80,400 SH   SOLE   80,400 0 0
Intel COM 458140100   2,661,501 100,700 SH   SOLE   100,700 0 0
Interpublic Group of Companies COM 460690100   3,151,126 94,600 SH   SOLE   94,600 0 0
Iqvia Holdings COM 46266C105   2,663,570 13,000 SH   SOLE   13,000 0 0
Jacobs Solutions COM 46982L108   3,061,785 25,500 SH   SOLE   25,500 0 0
Keysight Technologies COM 49338L103   2,822,655 16,500 SH   SOLE   16,500 0 0
L3Harris Technologies COM 502431109   2,852,477 13,700 SH   SOLE   13,700 0 0
Eli Lilly COM 532457108   3,292,560 9,000 SH   SOLE   9,000 0 0
Lincoln National COM 534187109   2,522,112 82,100 SH   SOLE   82,100 0 0
McDonald's COM 580135101   3,188,713 12,100 SH   SOLE   12,100 0 0
Merck & Co COM 58933Y105   3,639,160 32,800 SH   SOLE   32,800 0 0
Microsoft COM 594918104   11,991,000 50,000 SH   SOLE   50,000 0 0
Motorola Solutions COM 620076307   3,298,688 12,800 SH   SOLE   12,800 0 0
O'Reilly Automotive COM 67103H107   3,207,314 3,800 SH   SOLE   3,800 0 0
Occidental Petroleum COM 674599105   2,758,962 43,800 SH   SOLE   43,800 0 0
Onsemi COM 682189105   2,388,771 38,300 SH   SOLE   38,300 0 0
PTC COM 69370C100   2,796,932 23,300 SH   SOLE   23,300 0 0
Qualcomm COM 747525103   2,770,488 25,200 SH   SOLE   25,200 0 0
Raymond James Financial COM 754730109   3,055,910 28,600 SH   SOLE   28,600 0 0
SVB Financial COM 78486Q101   2,899,764 12,600 SH   SOLE   12,600 0 0
Tenable Hldgs COM 88025T102   2,716,280 71,200 SH   SOLE   71,200 0 0
United Rentals COM 911363109   3,163,238 8,900 SH   SOLE   8,900 0 0
Vertex Pharmaceutical COM 92532F100   2,772,288 9,600 SH   SOLE   9,600 0 0
Waste Management COM 94106L109   3,372,920 21,500 SH   SOLE   21,500 0 0
Zebra Technologies COM 989207105   2,846,151 11,100 SH   SOLE   11,100 0 0
Capri Hldgs COM G1890L107   2,911,856 50,800 SH   SOLE   50,800 0 0