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
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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
Microsoft Corp. COM 594918104   91,062 288,400 SH   SOLE   288,400 0 0
Ferrari NV COM N3167Y103   67,442 228,200 SH   SOLE   228,200 0 0
Corteva, Inc. COM 22052L104   45,021 880,000 SH   SOLE   880,000 0 0
Caterpillar Inc. COM 149123101   43,680 160,000 SH   SOLE   160,000 0 0
NextEra Energy Inc. COM 65339F101   41,192 719,000 SH   SOLE   719,000 0 0
Intuit Inc. COM 461202103   40,262 78,800 SH   SOLE   78,800 0 0
Palo Alto Networks, Inc. COM 697435105   37,042 158,000 SH   SOLE   158,000 0 0
Amazon.com Inc. COM 023135106   36,115 284,100 SH   SOLE   284,100 0 0
Intel Corp. COM 458140100   35,500 998,600 SH   SOLE   998,600 0 0
Oracle Corp. COM 68389X105   35,271 333,000 SH   SOLE   333,000 0 0
Dell Technologies Inc. CL C 24703L202   34,795 505,000 SH   SOLE   505,000 0 0
Intuitive Surgical Inc. COM 46120E602   32,736 112,000 SH   SOLE   112,000 0 0
Emerson Electric Co. COM 291011104   32,554 337,100 SH   SOLE   337,100 0 0
Motorola Solutions Inc. COM 620076307   30,627 112,500 SH   SOLE   112,500 0 0
The Hershey Co. COM 427866108   30,592 152,900 SH   SOLE   152,900 0 0
Netflix Inc. COM 64110L106   30,586 81,000 SH   SOLE   81,000 0 0
Accenture plc. CL A G1151C101   30,250 98,500 SH   SOLE   98,500 0 0
Tetra Tech Inc. COM 88162G103   29,327 192,900 SH   SOLE   192,900 0 0
Mobileye Global Inc. CL A 60741F104   27,008 650,000 SH   SOLE   650,000 0 0
PowerSchool Holdings, Inc. CL A 73939C106   22,780 1,005,300 SH   SOLE   1,005,300 0 0
Tesla Inc. COM 88160R101   22,169 88,600 SH   SOLE   88,600 0 0
O'Reilly Automotive, Inc. COM 67103H107   21,722 23,900 SH   SOLE   23,900 0 0
Bill.Com Holdings, Inc. COM 090043100   21,551 198,500 SH   SOLE   198,500 0 0
Taiwan Semiconductor Manufacturing Co., Ltd. SPONSORED ADR 874039100   20,213 232,600 SH   SOLE   232,600 0 0
Micron Technology, Inc. COM 595112103   19,491 286,500 SH   SOLE   286,500 0 0
SentinelOne, Inc. CL A 81730H109   19,212 1,139,500 SH   SOLE   1,139,500 0 0
GLOBALFOUNDRIes Inc. COM G39387108   18,970 326,000 SH   SOLE   326,000 0 0
Applied Materials, Inc. COM 038222105   18,594 134,300 SH   SOLE   134,300 0 0
Advanced Micro Devices Inc. COM 007903107   18,580 180,700 SH   SOLE   180,700 0 0
Texas Instruments Inc. COM 882508104   18,191 114,400 SH   SOLE   114,400 0 0
NVIDIA Corp. COM 67066G104   18,183 41,800 SH   SOLE   41,800 0 0
Apple Inc. COM 037833100   18,183 106,200 SH   SOLE   106,200 0 0
Edwards Lifesciences Corp. COM 28176E108   17,886 258,165 SH   SOLE   258,165 0 0
Qualcomm Inc. COM 747525103   17,536 157,900 SH   SOLE   157,900 0 0
Manhattan Associates, Inc. COM 562750109   17,513 88,600 SH   SOLE   88,600 0 0
ASML Holding N.V. SPONSORED ADR N07059210   16,718 28,400 SH   SOLE   28,400 0 0
ServiceNow, Inc. COM 81762P102   16,601 29,700 SH   SOLE   29,700 0 0
Wolfspeed, Inc. COM 977852102   15,145 397,500 SH   SOLE   397,500 0 0
Roper Technologies Inc. COM 776696106   14,771 30,500 SH   SOLE   30,500 0 0
The Williams Companies, Inc. COM 969457100   13,981 415,000 SH   SOLE   415,000 0 0
Darling Ingredients Inc. COM 237266101   13,050 250,000 SH   SOLE   250,000 0 0
EOG Resources, Inc. COM 26875P101   12,676 100,000 SH   SOLE   100,000 0 0
Inspire Medical Systems, Inc. COM 457730109   12,522 63,100 SH   SOLE   63,100 0 0
Arista Networks Inc. COM 040413106   12,415 67,500 SH   SOLE   67,500 0 0
Kinsale Capital Group, Inc. COM 49714P108   12,175 29,400 SH   SOLE   29,400 0 0
Markel Corp. COM 570535104   11,044 7,500 SH   SOLE   7,500 0 0
CME Group Inc. CL A 12572Q105   11,012 55,000 SH   SOLE   55,000 0 0
Ameresco Inc. CL A 02361E108   10,631 275,700 SH   SOLE   275,700 0 0
Cisco Systems, Inc. COM 17275R102   10,553 196,300 SH   SOLE   196,300 0 0
Option Care Health Inc. COM 68404L201   10,533 325,600 SH   SOLE   325,600 0 0
BorgWarner, Inc. COM 099724106   10,419 258,100 SH   SOLE   258,100 0 0
Okta Inc. CL A 679295105   10,189 125,000 SH   SOLE   125,000 0 0
Mongo DB, Inc. COM 60937P106   10,134 29,300 SH   SOLE   29,300 0 0
Cadence Design Systems Inc. COM 127387108   9,817 41,900 SH   SOLE   41,900 0 0
Lattice Semiconductor Corp. COM 518415104   9,633 112,100 SH   SOLE   112,100 0 0
Constellation Energy Corp. COM 21037T109   9,599 88,000 SH   SOLE   88,000 0 0
Broadcom Inc. COM 11135F101   9,386 11,300 SH   SOLE   11,300 0 0
The Walt Disney Co. COM 254687106   9,280 114,500 SH   SOLE   114,500 0 0
Lamb Weston Holdings Inc. COM 513272104   9,246 100,000 SH   SOLE   100,000 0 0
Teradyne, Inc. COM 880770102   9,122 90,800 SH   SOLE   90,800 0 0
Workday, Inc. CL A 98138H101   8,981 41,800 SH   SOLE   41,800 0 0
Crown Castle International Corp. COM 22822V101   8,927 97,000 SH   SOLE   97,000 0 0
Equinix Inc. COM 29444U700   8,860 12,200 SH   SOLE   12,200 0 0
American Tower Corp. COM 03027X100   8,716 53,000 SH   SOLE   53,000 0 0
Microchip Technology Inc. COM 595017104   8,586 110,000 SH   SOLE   110,000 0 0
Xylem, Inc. COM 98419M100   8,548 93,900 SH   SOLE   93,900 0 0
Visa Inc. CL A 92826C839   8,326 36,200 SH   SOLE   36,200 0 0
Leidos Holdings, Inc. COM 525327102   8,322 90,300 SH   SOLE   90,300 0 0
Service Corp. International COM 817565104   8,285 145,000 SH   SOLE   145,000 0 0
Exponent Inc. COM 30214U102   7,370 86,100 SH   SOLE   86,100 0 0
Take-Two Interactive Software, Inc. COM 874054109   6,977 49,700 SH   SOLE   49,700 0 0
L3Harris Technologies, Inc. COM 502431109   6,686 38,400 SH   SOLE   38,400 0 0
Lockheed Martin Corp. COM 539830109   6,584 16,100 SH   SOLE   16,100 0 0
Thermo Fisher Scientific, Inc. COM 883556102   6,327 12,500 SH   SOLE   12,500 0 0
Generac Holdings Inc. COM 368736104   6,243 57,300 SH   SOLE   57,300 0 0
Joby Aviation, Inc COM G65163100   6,224 965,000 SH   SOLE   965,000 0 0
Agilent Technologies, Inc. COM 00846U101   6,184 55,300 SH   SOLE   55,300 0 0
Chart Industries, Inc. COM 16115Q308   6,173 36,500 SH   SOLE   36,500 0 0
Eaton Corp plc COM G29183103   5,972 28,000 SH   SOLE   28,000 0 0
Rockwell Automation, Inc. COM 773903109   5,717 20,000 SH   SOLE   20,000 0 0
Raytheon Technologies Corp. COM 75513E101   5,427 75,400 SH   SOLE   75,400 0 0
Spotify Technology S.A. COM L8681T102   5,412 35,000 SH   SOLE   35,000 0 0
KeyCorp COM 493267108   5,380 500,000 SH   SOLE   500,000 0 0
Veeva Systems Inc. CL A 922475108   5,290 26,000 SH   SOLE   26,000 0 0
Peabody Energy Corp. COM 704551100   5,198 200,000 SH   SOLE   200,000 0 0
Ollie's Bargain Outlet Holdings Inc. COM 681116109   5,094 66,000 SH   SOLE   66,000 0 0
Uber Technologies Inc. COM 90353T100   5,059 110,000 SH   SOLE   110,000 0 0
United Rentals Inc. COM 911363109   4,979 11,200 SH   SOLE   11,200 0 0
ARM Holdings PLC COM 042068205   4,817 90,000 SH   SOLE   90,000 0 0
Meta Platforms, Inc. CL A 30303M102   4,803 16,000 SH   SOLE   16,000 0 0
SL Green Realty Corp. COM 78440X887   4,737 127,000 SH   SOLE   127,000 0 0
Vornado Realty Trust COM 929042109   4,649 205,000 SH   SOLE   205,000 0 0
Kinder Morgan, Inc. of Delaware COM 49456B101   4,642 280,000 SH   SOLE   280,000 0 0
Ross Stores Inc. COM 778296103   4,631 41,000 SH   SOLE   41,000 0 0
American Express Co. COM 025816109   4,625 31,000 SH   SOLE   31,000 0 0
Snowflake Inc. CL A 833445109   4,583 30,000 SH   SOLE   30,000 0 0
Splunk Inc. COM 848637104   4,534 31,000 SH   SOLE   31,000 0 0
TJX Companies, Inc. COM 872540109   4,533 51,000 SH   SOLE   51,000 0 0
Costco Wholesale Corp. COM 22160K105   4,520 8,000 SH   SOLE   8,000 0 0
Keysight Technologies Inc. COM 49338L103   4,499 34,000 SH   SOLE   34,000 0 0
BJ's Wholesale Club Holdings Inc. COM 05550J101   4,354 61,000 SH   SOLE   61,000 0 0
Progyny Inc. COM 74340E103   4,218 124,000 SH   SOLE   124,000 0 0
Cboe Global Markets, Inc. COM 12503M108   4,061 26,000 SH   SOLE   26,000 0 0
Pilgrim's Pride Corp. COM 72147K108   3,915 171,500 SH   SOLE   171,500 0 0
HP Inc. COM 40434L105   3,855 150,000 SH   SOLE   150,000 0 0
BRF SA SPONSORED ADR 10552T107   3,711 1,810,000 SH   SOLE   1,810,000 0 0
Doximity, Inc. CL A 26622P107   3,667 172,800 SH   SOLE   172,800 0 0
Allegiant Travel Co. COM 01748X102   3,666 47,700 SH   SOLE   47,700 0 0
Cooper Companies, Inc. COM 216648402   3,625 11,400 SH   SOLE   11,400 0 0
PayPal Holdings Inc. COM 70450Y103   3,332 57,000 SH   SOLE   57,000 0 0
ESAB Corp. COM 29605J106   3,277 46,666 SH   SOLE   46,666 0 0
Enovis Corp. COM 194014502   3,041 57,666 SH   SOLE   57,666 0 0
NuScale Power Corp. CL A 67079K100   3,038 620,000 SH   SOLE   620,000 0 0
AMN Healthcare Services, Inc. COM 001744101   2,896 34,000 SH   SOLE   34,000 0 0
Arco Platform Ltd. CL A G04553106   2,793 202,700 SH   SOLE   202,700 0 0
BlackLine, Inc. COM 09239B109   2,424 43,700 SH   SOLE   43,700 0 0
DocuSign Inc. COM 256163106   1,940 46,200 SH   SOLE   46,200 0 0
Procore Technologies, Inc. COM 74275K108   1,587 24,300 SH   SOLE   24,300 0 0
Block, Inc. CL A 852234103   1,474 33,300 SH   SOLE   33,300 0 0
Phinia Inc. COM 71880K101   1,383 51,620 SH   SOLE   51,620 0 0
Alkami Technology, Inc. COM 01644J108   918 50,400 SH   SOLE   50,400 0 0