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
APPLE INC COM 037833100   1,490 8,690 SH   SOLE   0 0 8,690
ADVANCE MICRO DEVICES COM 007903107   5,037 27,910 SH   SOLE   0 0 27,910
AMGEN INC COM 031162100   1,551 5,455 SH   SOLE   0 0 5,455
AMAZON COM INC COM 023135106   2,620 14,523 SH   SOLE   0 0 14,523
AUTONATION INC COM 05329W102   2,128 12,850 SH   SOLE   0 0 12,850
APPLOVIN CORP COM CL A 03831W108   2,619 37,835 SH   SOLE   0 0 37,835
BROADCOM INC COM 11135F101   3,219 2,429 SH   SOLE   0 0 2,429
AMERICAN EXPRESS CO COM 025816109   2,293 10,070 SH   SOLE   0 0 10,070
BEST BUY CO INC COM 086516101   1,641 20,000 SH   SOLE   0 0 20,000
BUILDERS FIRSTSOURCE INC COM 12008R107   2,930 14,050 SH   SOLE   0 0 14,050
CARDINAL HEALTH INC COM 14149Y108   2,142 19,140 SH   SOLE   0 0 19,140
CARRIER GLOBAL CORP COM 14448C104   1,848 31,795 SH   SOLE   0 0 31,795
CHUBB LIMITED COM H1467J104   1,623 6,265 SH   SOLE   0 0 6,265
CONSTELLATION ENERGY CORP COM 21037T109   2,024 10,950 SH   SOLE   0 0 10,950
CIGNA CORP NEW COM 125523100   1,696 4,670 SH   SOLE   0 0 4,670
CELESTICA INC COM 15102K100   2,358 52,465 SH   SOLE   0 0 52,465
COMCAST CORP NEW CL A 20030N101   1,570 36,225 SH   SOLE   0 0 36,225
CORPAY INC COM SHS 219948106   1,675 5,430 SH   SOLE   0 0 5,430
SALESFORCE INC COM 79466L302   2,251 7,475 SH   SOLE   0 0 7,475
COTERRA ENERGY INC COM 127097103   1,710 61,350 SH   SOLE   0 0 61,350
CHEVRON CORP COM 166764100   1,655 10,495 SH   SOLE   0 0 10,495
DRAFTKINGS INC NEW COM CL A 26142V105   1,760 38,760 SH   SOLE   0 0 38,760
DUKE ENERGY CORP NEW COM NEW 26441C204   1,493 15,435 SH   SOLE   0 0 15,435
ELEVANCE HEALTH INC COM 036752103   1,493 2,880 SH   SOLE   0 0 2,880
FEDEX CORP COM 31428X106   1,850 6,385 SH   SOLE   0 0 6,385
ALPHABET INC CAP STK CL C 02079K107   4,257 27,960 SH   SOLE   0 0 27,960
HALLIBURTON CO COM 406216101   2,057 52,175 SH   SOLE   0 0 52,175
HCA HEALTHCARE INC COM 40412C101   3,512 10,530 SH   SOLE   0 0 10,530
HARTFORD FINL SVCS GROUP INC COM 416515104   1,834 17,800 SH   SOLE   0 0 17,800
HUNTINGTON INGALLS INDUSTRIES INC CIN 446413106   2,136 7,330 SH   SOLE   0 0 7,330
H&R BLOCK INC COM 093671105   1,845 37,575 SH   SOLE   0 0 37,575
HOST HOTELS & RESORTS INC COM 41107P104   1,685 81,475 SH   SOLE   0 0 81,475
INTL BUSINESS MACHINES CORP COM 459200101   4,387 22,975 SH   SOLE   0 0 22,975
INTERPUBLIC GROUP OF COS INC COM 460690100   1,279 39,212 SH   SOLE   0 0 39,212
IQVIA HOLDINGS INC COM 46266C105   1,871 7,400 SH   SOLE   0 0 7,400
GARTNER INC COM 366651107   2,352 4,935 SH   SOLE   0 0 4,935
JABIL INC COM 466313103   1,306 9,750 SH   SOLE   0 0 9,750
JUNIPER NETWORDS INC COM 48203R104   1,855 50,050 SH   SOLE   0 0 50,050
KIMCO REALTY CORP COM 49446R109   1,531 78,050 SH   SOLE   0 0 78,050
KLA CORP COM NEW 482480100   5,554 7,950 SH   SOLE   0 0 7,950
ELI LILLY & CO COM 532457108   1,832 2,355 SH   SOLE   0 0 2,355
LOCKHEED MARTIN CORP COM 539830109   1,481 3,255 SH   SOLE   0 0 3,255
LOWE'S COS INC COM 548661107   2,074 8,140 SH   SOLE   0 0 8,140
MCKESSON CORP COM 58155Q103   1,694 3,155 SH   SOLE   0 0 3,155
METLIFE INC COM 59156R108   1,752 23,640 SH   SOLE   0 0 23,640
META PLATFORMS INC-CLASS A CL A 30303M102   5,878 12,105 SH   SOLE   0 0 12,105
MARATHON OIL CORP COM 565849106   1,730 61,050 SH   SOLE   0 0 61,050
MARVELL TECHNOLOGY INC COM 573874104   1,761 24,850 SH   SOLE   0 0 24,850
MORGAN STANLEY COM NEW 617446448   5,544 58,878 SH   SOLE   0 0 58,878
MICROSOFT CORP COM 594918104   2,057 4,890 SH   SOLE   0 0 4,890
MATCH GROUP INC NEW COM 57667L107   1,610 44,370 SH   SOLE   0 0 44,370
NETFLIX INC COM 64110L106   2,441 4,020 SH   SOLE   0 0 4,020
SERVICENOW INC COM 91762P102   2,611 3,425 SH   SOLE   0 0 3,425
NRG ENERGY INC COM NEW 629377508   1,813 26,785 SH   SOLE   0 0 26,785
NUCOR CORP COM 670346105   2,324 11,745 SH   SOLE   0 0 11,745
NVIDIA CORPORATION COM 67066G104   9,040 10,005 SH   SOLE   0 0 10,005
ORACLE CORP CIN 68389X105   1,963 15,630 SH   SOLE   0 0 15,630
PROGRESSIVE CORP OHIO COM 743315103   1,937 9,365 SH   SOLE   0 0 9,365
PNC FINANCIAL SERVICES GROUP COM 693475105   692 4,280 SH   SOLE   0 0 4,280
QUANTA SERVICES INC COM 74762E102   2,310 8,890 SH   SOLE   0 0 8,890
SAP SE SPON ADR 803054204   1,649 8,455 SH   SOLE   0 0 8,455
SUPER MICRO COMPUTER INC COM 86800U104   1,555 1,540 SH   SOLE   0 0 1,540
SIMON PROPERTY GRP INC NEW COM 828806109   2,076 13,265 SH   SOLE   0 0 13,265
STATE STR CORP COM 857477103   1,682 21,750 SH   SOLE   0 0 21,750
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   2,353 25,285 SH   SOLE   0 0 25,285
SYSCO CORP COM 871829107   1,668 20,550 SH   SOLE   0 0 20,550
TRUIST FINL CORP COM 89832Q109   682 17,500 SH   SOLE   0 0 17,500
TARGET CORP COM 87612E106   1,988 11,220 SH   SOLE   0 0 11,220
T-MOBILE US INC COM 872590104   1,742 10,670 SH   SOLE   0 0 10,670
TAPESTRY INC COM 876030107   2,400 50,550 SH   SOLE   0 0 50,550
UNIVERSAL HEALTH SERVICES INC CL B 913903100   2,299 12,600 SH   SOLE   0 0 12,600
UNITEDHEALTH GROUP INC COM 91324P102   2,859 5,780 SH   SOLE   0 0 5,780
UNITED RENTAL INC COM 911363109   3,184 4,415 SH   SOLE   0 0 4,415
US BANCORP DEL COM NEW 902973304   732 16,380 SH   SOLE   0 0 16,380
VEEVA SYS INC CL A COM 922475108   1,787 7,715 SH   SOLE   0 0 7,715
WELLS FARGO CO NEW COM 949746101   2,242 38,675 SH   SOLE   0 0 38,675
WILLIAMS-SONOMA INC COM 969904101   3,810 12,000 SH   SOLE   0 0 12,000
ZSCALER INC COM 98980G102   1,330 6,907 SH   SOLE   0 0 6,907
ISHARES TR FLTG RATE NT ETF 46429B655   817 16,000 SH   SOLE   0 0 16,000
ISHARES TR SHORT TREAS BD 464288679   459 4,150 SH   SOLE   0 0 4,150
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   378 4,700 SH   SOLE   0 0 4,700
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   387 5,000 SH   SOLE   0 0 5,000