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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 4,823 40,750 SH   SOLE N/A 40,750 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,776 89,410 SH   SOLE N/A 89,410 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 765 23,000 SH   SOLE N/A 23,000 0 0
ALCOA CORP COM 013872106 225 2,500 SH   SOLE N/A 2,500 0 0
ALPHABET INC CAP STK CL A 02079K305 13,873 4,988 SH   SOLE N/A 4,988 0 0
APPLE INC COM 037833100 9,681 55,441 SH   SOLE N/A 55,441 0 0
ARCBEST CORP COM 03937C105 5,517 68,530 SH   SOLE N/A 68,530 0 0
AUTONATION INC COM 05329W102 2,445 24,555 SH   SOLE N/A 24,555 0 0
AUTOZONE INC COM 053332102 3,271 1,600 SH   SOLE N/A 1,600 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 275 11,904 SH   SOLE N/A 11,904 0 0
BROADCOM INC COM 11135F101 3,180 5,050 SH   SOLE N/A 5,050 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,044 93,645 SH   SOLE N/A 93,645 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 5,630 109,545 SH   SOLE N/A 109,545 0 0
CBRE GROUP INC CL A 12504L109 6,411 70,050 SH   SOLE N/A 70,050 0 0
CDW CORP COM 12514G108 8,460 47,290 SH   SOLE N/A 47,290 0 0
CONOCOPHILLIPS COM 20825C104 3,972 39,720 SH   SOLE N/A 39,720 0 0
CROCS INC COM 227046109 3,214 42,070 SH   SOLE N/A 42,070 0 0
CVS HEALTH CORP COM 126650100 6,071 59,980 SH   SOLE N/A 59,980 0 0
D R HORTON INC COM 23331A109 4,334 58,165 SH   SOLE N/A 58,165 0 0
EPAM SYS INC COM 29414B104 3,119 10,515 SH   SOLE N/A 10,515 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 10,366 212,245 SH   SOLE N/A 212,245 0 0
HUNTSMAN CORP COM 447011107 2,813 75,000 SH   SOLE N/A 75,000 0 0
JABIL INC COM 466313103 3,607 58,430 SH   SOLE N/A 58,430 0 0
KEYCORP COM 493267108 6,709 299,760 SH   SOLE N/A 299,760 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 5,935 117,615 SH   SOLE N/A 117,615 0 0
LITHIA MTRS INC COM 536797103 3,207 10,685 SH   SOLE N/A 10,685 0 0
MARATHON PETE CORP COM 56585A102 3,745 43,800 SH   SOLE N/A 43,800 0 0
METLIFE INC COM 59156R108 2,340 33,300 SH   SOLE N/A 33,300 0 0
MICROSOFT CORP COM 594918104 19,716 63,950 SH   SOLE N/A 63,950 0 0
PFIZER INC COM 717081103 691 13,340 SH   SOLE N/A 13,340 0 0
PHILLIPS 66 COM 718546104 2,168 25,100 SH   SOLE N/A 25,100 0 0
POOL CORP COM 73278L105 2,945 6,965 SH   SOLE N/A 6,965 0 0
RAYMOND JAMES FINL INC COM 754730109 8,255 75,110 SH   SOLE N/A 75,110 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 229 1,250 SH   SOLE N/A 1,250 0 0
SAIA INC COM 78709Y105 2,463 10,100 SH   SOLE N/A 10,100 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,204 57,830 SH   SOLE N/A 57,830 0 0
STIFEL FINL CORP COM 860630102 2,526 37,200 SH   SOLE N/A 37,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,585 15,200 SH   SOLE N/A 15,200 0 0
THE TRADE DESK INC COM CL A 88339J105 6,630 95,740 SH   SOLE N/A 95,740 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,544 6,000 SH   SOLE N/A 6,000 0 0
TRACTOR SUPPLY CO COM 892356106 3,478 14,905 SH   SOLE N/A 14,905 0 0
VALERO ENERGY CORP COM 91913Y100 782 7,700 SH   SOLE N/A 7,700 0 0