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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Microsoft Corp. COM 594918104 124,573 370,400 SH   SOLE   370,400 0 0
Salesforce.Com Inc. COM 79466L302 84,829 333,800 SH   SOLE   333,800 0 0
Accenture plc. CL A G1151C101 78,930 190,400 SH   SOLE   190,400 0 0
Qualcomm Inc. COM 747525103 70,478 385,400 SH   SOLE   385,400 0 0
EOG Resources, Inc. COM 26875P101 62,758 706,500 SH   SOLE   706,500 0 0
American Tower Corp. COM 03027X100 47,561 162,600 SH   SOLE   162,600 0 0
Tesla Inc. COM 88160R101 43,011 40,700 SH   SOLE   40,700 0 0
Alphabet Inc. CL C 02079K107 34,723 12,000 SH   SOLE   12,000 0 0
Visa Inc. CL A 92826C839 34,067 157,200 SH   SOLE   157,200 0 0
Veeva Systems Inc. CL A 922475108 33,315 130,400 SH   SOLE   130,400 0 0
Take-Two Interactive Software, Inc. COM 874054109 32,114 180,700 SH   SOLE   180,700 0 0
Cadence Design Systems Inc. COM 127387108 31,419 168,600 SH   SOLE   168,600 0 0
Advanced Micro Devices Inc. COM 007903107 31,025 215,600 SH   SOLE   215,600 0 0
Five Below Inc. COM 33829M101 30,309 146,500 SH   SOLE   146,500 0 0
Tyson Foods Inc. CL A 902494103 29,713 340,900 SH   SOLE   340,900 0 0
Brookfield Asset Management Inc. CL A 112585104 28,862 478,000 SH   SOLE   478,000 0 0
Wheaton Precious Metals Corp. COM 962879102 28,531 664,600 SH   SOLE   664,600 0 0
Tetra Tech Inc. COM 88162G103 28,509 167,900 SH   SOLE   167,900 0 0
SiteOne Landscape Supply Inc. COM 82982L103 27,909 115,192 SH   SOLE   115,192 0 0
TJX Companies, Inc. COM 872540109 27,711 365,000 SH   SOLE   365,000 0 0
Coinbase Global Inc. CL A 19260Q107 27,508 109,000 SH   SOLE   109,000 0 0
ASML Holding N.V. COM N07059210 26,671 33,500 SH   SOLE   33,500 0 0
Live Oak Bancshares, Inc. COM 53803X105 26,623 305,000 SH   SOLE   305,000 0 0
Spotify Technology S.A. COM L8681T102 26,165 111,800 SH   SOLE   111,800 0 0
Texas Instruments Inc. COM 882508104 25,632 136,000 SH   SOLE   136,000 0 0
Applied Materials, Inc. COM 038222105 25,492 162,000 SH   SOLE   162,000 0 0
Ross Stores Inc. COM 778296103 25,382 222,100 SH   SOLE   222,100 0 0
Ball Corp. COM 058498106 25,040 260,100 SH   SOLE   260,100 0 0
First Republic Bank COM 33616C100 24,265 117,500 SH   SOLE   117,500 0 0
Edwards Lifesciences Corp. COM 28176E108 23,340 180,165 SH   SOLE   180,165 0 0
BJ's Wholesale Club Holdings Inc. COM 05550J101 23,239 347,000 SH   SOLE   347,000 0 0
American Express Co. COM 025816109 22,446 137,200 SH   SOLE   137,200 0 0
Surgery Partners Inc. COM 86881A100 22,112 414,000 SH   SOLE   414,000 0 0
Capital One Financial Corp. COM 14040H105 21,734 149,800 SH   SOLE   149,800 0 0
Skechers USA Inc. CL A 830566105 21,500 495,400 SH   SOLE   495,400 0 0
Discover Financial Services COM 254709108 21,124 182,800 SH   SOLE   182,800 0 0
Otis Worldwide Corp. COM 68902V107 21,071 242,000 SH   SOLE   242,000 0 0
Intel Corp. COM 458140100 20,940 406,600 SH   SOLE   406,600 0 0
Generac Holdings Inc. COM 368736104 20,904 59,400 SH   SOLE   59,400 0 0
Workday, Inc. CL A 98138H101 20,215 74,000 SH   SOLE   74,000 0 0
Amazon.com Inc. COM 023135106 18,339 5,500 SH   SOLE   5,500 0 0
Motorola Solutions Inc. COM 620076307 18,258 67,200 SH   SOLE   67,200 0 0
THE Goodyear Tire & Rubber Co. COM 382550101 18,084 848,200 SH   SOLE   848,200 0 0
The Walt Disney Co. COM 254687106 18,029 116,400 SH   SOLE   116,400 0 0
Carrier Global Corp. COM 14448C104 17,422 321,200 SH   SOLE   321,200 0 0
Service Corp. International COM 817565104 17,393 245,000 SH   SOLE   245,000 0 0
VMware Inc. CL A 928563402 17,382 150,000 SH   SOLE   150,000 0 0
Ferrari NV COM N3167Y103 17,237 66,600 SH   SOLE   66,600 0 0
Vertiv Holdings Co. COM 92537N108 17,229 690,000 SH   SOLE   690,000 0 0
Lamb Weston Holdings Inc. COM 513272104 17,176 271,000 SH   SOLE   271,000 0 0
Global Payments Inc. COM 37940X102 17,141 126,800 SH   SOLE   126,800 0 0
Akamai Technologies Inc. COM 00971T101 16,830 143,800 SH   SOLE   143,800 0 0
Lam Research Corp. COM 512807108 16,684 23,200 SH   SOLE   23,200 0 0
Yeti Holdings Inc. COM 98585X104 16,392 197,900 SH   SOLE   197,900 0 0
Waste Management, Inc. COM 94106L109 16,273 97,500 SH   SOLE   97,500 0 0
Zoom Video Communications Inc. CL A 98980L101 15,890 86,400 SH   SOLE   86,400 0 0
Hyatt Hotels Corp. CL A 448579102 15,728 164,000 SH   SOLE   164,000 0 0
W.W. Grainger, Inc. COM 384802104 15,340 29,600 SH   SOLE   29,600 0 0
Roper Technologies Inc. COM 776696106 15,002 30,500 SH   SOLE   30,500 0 0
Ally Financial Inc. COM 02005N100 14,950 314,000 SH   SOLE   314,000 0 0
Arista Networks Inc. COM 040413106 14,720 102,400 SH   SOLE   102,400 0 0
Option Care Health Inc. COM 68404L201 14,476 509,000 SH   SOLE   509,000 0 0
Micron Technology, Inc. COM 595112103 14,066 151,000 SH   SOLE   151,000 0 0
Goldman Sachs Group, Inc. COM 38141G104 13,504 35,300 SH   SOLE   35,300 0 0
The Hershey Co. COM 427866108 12,576 65,000 SH   SOLE   65,000 0 0
Delta Air Lines, Inc. COM 247361702 12,427 318,000 SH   SOLE   318,000 0 0
PayPal Holdings Inc. COM 70450Y103 11,786 62,500 SH   SOLE   62,500 0 0
Crown Castle International Corp. COM 22822V101 11,460 54,900 SH   SOLE   54,900 0 0
NextEra Energy Inc. COM 65339F101 11,110 119,000 SH   SOLE   119,000 0 0
National Vision Holdings Inc. COM 63845R107 11,105 231,400 SH   SOLE   231,400 0 0
Equinix Inc. COM 29444U700 10,996 13,000 SH   SOLE   13,000 0 0
Upwork Inc. COM 91688F104 10,911 319,400 SH   SOLE   319,400 0 0
Xylem, Inc. COM 98419M100 10,793 90,000 SH   SOLE   90,000 0 0
Oak Street Health Inc. COM 67181A107 10,790 325,600 SH   SOLE   325,600 0 0
Ameresco Inc. CL A 02361E108 10,750 132,000 SH   SOLE   132,000 0 0
Dow Inc. COM 260557103 10,646 187,700 SH   SOLE   187,700 0 0
Keysight Technologies Inc. COM 49338L103 10,532 51,000 SH   SOLE   51,000 0 0
Cooper Companies, Inc. COM 216648402 10,222 24,400 SH   SOLE   24,400 0 0
Meta Platforms, Inc. CL A 30303M102 10,091 30,000 SH   SOLE   30,000 0 0
Exponent Inc. COM 30214U102 10,050 86,100 SH   SOLE   86,100 0 0
Agilent Technologies, Inc. COM 00846U101 10,026 62,800 SH   SOLE   62,800 0 0
Emerson Electric Co. COM 291011104 10,022 107,800 SH   SOLE   107,800 0 0
MasTec Inc. COM 576323109 9,228 100,000 SH   SOLE   100,000 0 0
CryoPort, Inc. COM 229050307 9,171 155,000 SH   SOLE   155,000 0 0
United Rentals Inc. COM 911363109 9,005 27,100 SH   SOLE   27,100 0 0
Netflix Inc. COM 64110L106 8,555 14,200 SH   SOLE   14,200 0 0
Houlihan Lokey, Inc. CL A 441593100 8,437 81,500 SH   SOLE   81,500 0 0
Booking Holdings Inc. COM 09857L108 8,397 3,500 SH   SOLE   3,500 0 0
CrowdStrike Holdings Inc. CL A 22788C105 8,395 41,000 SH   SOLE   41,000 0 0
Progyny Inc. COM 74340E103 7,855 156,000 SH   SOLE   156,000 0 0
Qorvo Inc. COM 74736K101 7,820 50,000 SH   SOLE   50,000 0 0
HealthEquity, Inc. COM 42226A107 7,565 171,000 SH   SOLE   171,000 0 0
Bill.Com Holdings, Inc. COM 090043100 7,475 30,000 SH   SOLE   30,000 0 0
Doximity, Inc. CL A 26622P107 7,364 146,900 SH   SOLE   146,900 0 0
Dana Inc. COM 235825205 7,268 318,500 SH   SOLE   318,500 0 0
Beauty Health Co/The COM 88331L108 7,248 300,000 SH   SOLE   300,000 0 0
World Wrestling Entertainment, Inc. CL A 98156Q108 7,243 146,800 SH   SOLE   146,800 0 0
SentinelOne, Inc. CL A 81730H109 7,018 139,000 SH   SOLE   139,000 0 0
MercadoLibre Inc. COM 58733R102 7,012 5,200 SH   SOLE   5,200 0 0
Deere & Co. COM 244199105 6,858 20,000 SH   SOLE   20,000 0 0
Pioneer Natural Resources Co. COM 723787107 6,730 37,000 SH   SOLE   37,000 0 0
Allegiant Travel Co. COM 01748X102 6,584 35,200 SH   SOLE   35,200 0 0
Colfax Corp. COM 194014106 6,436 140,000 SH   SOLE   140,000 0 0
Ollie's Bargain Outlet Holdings Inc. COM 681116109 6,429 125,600 SH   SOLE   125,600 0 0
Zscaler Inc. COM 98980G102 6,362 19,800 SH   SOLE   19,800 0 0
Norwegian Cruise Line Holdings Ltd. COM G66721104 6,222 300,000 SH   SOLE   300,000 0 0
NVIDIA Corp. COM 67066G104 6,206 21,100 SH   SOLE   21,100 0 0
Simply Good Foods Corp. COM 82900L102 6,194 149,000 SH   SOLE   149,000 0 0
DigitalOcean Holdings, Inc. COM 25402D102 6,025 75,000 SH   SOLE   75,000 0 0
MSCI Inc. COM 55354G100 6,004 9,800 SH   SOLE   9,800 0 0
DocuSign Inc. COM 256163106 5,971 39,200 SH   SOLE   39,200 0 0
Intuit Inc. COM 461202103 5,853 9,100 SH   SOLE   9,100 0 0
S&P Global Inc. COM 78409V104 5,852 12,400 SH   SOLE   12,400 0 0
NICE Ltd. SPONSORED ADR 653656108 5,829 19,200 SH   SOLE   19,200 0 0
Thor Industries, Inc. COM 885160101 5,604 54,000 SH   SOLE   54,000 0 0
The Duckhorn Portfolio, Inc. COM 26414D106 5,602 240,000 SH   SOLE   240,000 0 0
RingCentral Inc. CL A 76680R206 5,583 29,800 SH   SOLE   29,800 0 0
Chart Industries, Inc. COM 16115Q308 5,582 35,000 SH   SOLE   35,000 0 0
Square Inc. CL A 852234103 5,378 33,300 SH   SOLE   33,300 0 0
Deckers Outdoor Corp. COM 243537107 5,311 14,500 SH   SOLE   14,500 0 0
Wolfspeed, Inc. COM 977852102 5,253 47,000 SH   SOLE   47,000 0 0
Darling Ingredients Inc. COM 237266101 4,781 69,000 SH   SOLE   69,000 0 0
BorgWarner, Inc. COM 099724106 4,620 102,500 SH   SOLE   102,500 0 0
Arco Platform Ltd. CL A G04553106 4,234 202,700 SH   SOLE   202,700 0 0
Schlumberger N.V. COM 806857108 4,193 140,000 SH   SOLE   140,000 0 0
Microchip Technology Inc. COM 595017104 4,179 48,000 SH   SOLE   48,000 0 0
AMN Healthcare Services, Inc. COM 001744101 4,159 34,000 SH   SOLE   34,000 0 0
Carnival Corp. COM 143658300 4,024 200,000 SH   SOLE   200,000 0 0
Fisker Inc. CL A 33813J106 3,933 250,000 SH   SOLE   250,000 0 0
Torrid Holdings Inc. COM 89142B107 3,181 322,000 SH   SOLE   322,000 0 0
BlackLine, Inc. COM 09239B109 2,899 28,000 SH   SOLE   28,000 0 0
TuSimple Holdings Inc. CL A 90089L108 2,510 70,000 SH   SOLE   70,000 0 0
Procore Technologies, Inc. COM 74275K108 2,399 30,000 SH   SOLE   30,000 0 0
Olo Inc. CL A 68134L109 2,289 110,000 SH   SOLE   110,000 0 0
Allbirds, Inc. CL A 01675A109 2,187 145,000 SH   SOLE   145,000 0 0
Alkami Technology, Inc. COM 01644J108 1,254 62,500 SH   SOLE   62,500 0 0
Atlas Corp. COM Y0436Q109 1,177 83,000 SH   SOLE   83,000 0 0
Brookfield Asset Management Reinsurance Partners Ltd. CL A G16169107 206 3,296 SH   SOLE   3,296 0 0