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
Everest Re Group COM G3223R108   2,824,692 7,600 SH   SOLE   7,600 0 0
Jazz Pharmaceuticals COM G50871105   2,899,456 22,400 SH   SOLE   22,400 0 0
Airbnb COM 009066101   2,853,968 20,800 SH   SOLE   20,800 0 0
Albemarle COM 012653101   2,720,640 16,000 SH   SOLE   16,000 0 0
Bread Financial Hldgs COM 018581108   2,257,200 66,000 SH   SOLE   66,000 0 0
Alphabet cl. A Cl. A 02079K305   3,035,952 23,200 SH   SOLE   23,200 0 0
Amazon COM 023135106   2,758,504 21,700 SH   SOLE   21,700 0 0
Apple COM 037833100   8,783,073 51,300 SH   SOLE   51,300 0 0
BNY Mellon COM 064058100   3,062,270 71,800 SH   SOLE   71,800 0 0
Bath & Body Works COM 070830104   2,541,760 75,200 SH   SOLE   75,200 0 0
Broadcom COM 11135F101   3,073,146 3,700 SH   SOLE   3,700 0 0
Burlington Stores COM 122017106   2,421,870 17,900 SH   SOLE   17,900 0 0
CDW COM 12514G108   2,945,696 14,600 SH   SOLE   14,600 0 0
CVS Health COM 126650100   2,939,422 42,100 SH   SOLE   42,100 0 0
Caterpillar COM 149123101   3,030,300 11,100 SH   SOLE   11,100 0 0
Centene COM 15135B101   2,954,952 42,900 SH   SOLE   42,900 0 0
Coty COM 222070203   2,473,735 225,500 SH   SOLE   225,500 0 0
Deere COM 244199105   2,905,826 7,700 SH   SOLE   7,700 0 0
Dropbox COM 26210C104   2,848,258 104,600 SH   SOLE   104,600 0 0
Fleetcor Technologies COM 339041105   2,910,876 11,400 SH   SOLE   11,400 0 0
Grainger (W W) COM 384802104   2,974,912 4,300 SH   SOLE   4,300 0 0
Halliburton COM 406216101   2,839,050 70,100 SH   SOLE   70,100 0 0
Intel COM 458140100   2,851,110 80,200 SH   SOLE   80,200 0 0
Interpublic Group of Companies COM 460690100   2,888,928 100,800 SH   SOLE   100,800 0 0
Iqvia Holdings COM 46266C105   3,010,275 15,300 SH   SOLE   15,300 0 0
Jacobs Solutions COM 46982L108   3,153,150 23,100 SH   SOLE   23,100 0 0
Keysight Technologies COM 49338L103   2,844,665 21,500 SH   SOLE   21,500 0 0
Eli Lilly COM 532457108   2,793,076 5,200 SH   SOLE   5,200 0 0
McDonald's COM 580135101   3,029,560 11,500 SH   SOLE   11,500 0 0
Microsoft COM 594918104   11,651,175 36,900 SH   SOLE   36,900 0 0
Motorola Solutions COM 620076307   2,967,416 10,900 SH   SOLE   10,900 0 0
Nvidia COM 67066G104   2,609,940 6,000 SH   SOLE   6,000 0 0
O'Reilly Automotive COM 67103H107   3,090,124 3,400 SH   SOLE   3,400 0 0
Occidental Petroleum COM 674599105   2,776,864 42,800 SH   SOLE   42,800 0 0
Onsemi COM 682189105   2,760,615 29,700 SH   SOLE   29,700 0 0
Parker-Hannifin COM 701094104   3,038,256 7,800 SH   SOLE   7,800 0 0
Pure Storage COM 74624M102   2,660,814 74,700 SH   SOLE   74,700 0 0
Raymond James Financial COM 754730109   2,912,470 29,000 SH   SOLE   29,000 0 0
Solaredge Technologies COM 83417M104   2,279,376 17,600 SH   SOLE   17,600 0 0
T-Mobile US COM 872590104   3,053,090 21,800 SH   SOLE   21,800 0 0
Tenable Hldgs COM 88025T102   2,696,960 60,200 SH   SOLE   60,200 0 0
United Rentals COM 911363109   2,756,334 6,200 SH   SOLE   6,200 0 0
Vertex Pharmaceutical COM 92532F100   3,129,660 9,000 SH   SOLE   9,000 0 0
Waste Management COM 94106L109   3,140,264 20,600 SH   SOLE   20,600 0 0
Zebra Technologies COM 989207105   2,388,953 10,100 SH   SOLE   10,100 0 0