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
ADVANCED MICRO DEVICES INC COM 007903107 2,878 45,423 SH   SOLE N/A 45,423 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 1,978 16,276 SH   SOLE N/A 16,276 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 1,157 46,560 SH   SOLE N/A 46,560 0 0
AMETEK INC COM 031100100 1,687 14,872 SH   SOLE N/A 14,872 0 0
APPLE INC COM 037833100 1,217 8,804 SH   SOLE N/A 8,804 0 0
ARCBEST CORP COM 03937C105 942 12,949 SH   SOLE N/A 12,949 0 0
BIOGEN INC COM 09062X103 986 3,692 SH   SOLE N/A 3,692 0 0
BORGWARNER INC COM 099724106 957 30,484 SH   SOLE N/A 30,484 0 0
BROADCOM INC COM 11135F101 1,322 2,978 SH   SOLE N/A 2,978 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,563 43,496 SH   SOLE N/A 43,496 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 2,025 52,685 SH   SOLE N/A 52,685 0 0
CBRE GROUP INC CL A 12504L109 2,365 35,026 SH   SOLE N/A 35,026 0 0
CDW CORP COM 12514G108 4,271 27,361 SH   SOLE N/A 27,361 0 0
CLEAN HARBORS INC COM 184496107 675 6,136 SH   SOLE N/A 6,136 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108 2,034 34,840 SH   SOLE N/A 34,840 0 0
CROCS INC COM 227046109 3,193 46,509 SH   SOLE N/A 46,509 0 0
CSX CORP COM 126408103 2,687 100,848 SH   SOLE N/A 100,848 0 0
CVS HEALTH CORP COM 126650100 3,171 33,253 SH   SOLE N/A 33,253 0 0
EAST WEST BANCORP INC COM 27579R104 2,117 31,524 SH   SOLE N/A 31,524 0 0
EATON CORP PLC SHS G29183103 513 3,848 SH   SOLE N/A 3,848 0 0
EPAM SYS INC COM 29414B104 4,364 12,048 SH   SOLE N/A 12,048 0 0
HF SINCLAIR CORP COM 403949100 1,187 22,048 SH   SOLE N/A 22,048 0 0
JABIL INC COM 466313103 1,955 33,868 SH   SOLE N/A 33,868 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,751 35,791 SH   SOLE N/A 35,791 0 0
LAM RESEARCH CORP COM 512807108 303 829 SH   SOLE N/A 829 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 1,113 22,620 SH   SOLE N/A 22,620 0 0
LULULEMON ATHLETICA INC COM 550021109 1,832 6,552 SH   SOLE N/A 6,552 0 0
MARATHON PETE CORP COM 56585A102 2,757 27,756 SH   SOLE N/A 27,756 0 0
MEDPACE HLDGS INC COM 58506Q109 736 4,680 SH   SOLE N/A 4,680 0 0
MICROSOFT CORP COM 594918104 3,107 13,339 SH   SOLE N/A 13,339 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,043 4,659 SH   SOLE N/A 4,659 0 0
PINDUODUO INC SPONSORED ADS 722304102 508 8,112 SH   SOLE N/A 8,112 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 2,925 145,721 SH   SOLE N/A 145,721 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604 4,115 32,708 SH   SOLE N/A 32,708 0 0
SNAP ON INC COM 833034101 859 4,264 SH   SOLE N/A 4,264 0 0
SYNOPSYS INC COM 871607107 524 1,716 SH   SOLE N/A 1,716 0 0
SYNOVUS FINL CORP COM NEW 87161C501 2,286 60,944 SH   SOLE N/A 60,944 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 855 12,471 SH   SOLE N/A 12,471 0 0
THE TRADE DESK INC COM CL A 88339J105 4,882 81,706 SH   SOLE N/A 81,706 0 0
U S SILICA HLDGS INC COM 90346E103 703 64,220 SH   SOLE N/A 64,220 0 0
UNITED RENTALS INC COM 911363109 1,180 4,368 SH   SOLE N/A 4,368 0 0
VEEVA SYS INC CL A COM 922475108 1,458 8,840 SH   SOLE N/A 8,840 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 438 52,104 SH   SOLE N/A 52,104 0 0
VISA INC COM CL A 92826C839 1,952 10,988 SH   SOLE N/A 10,988 0 0
WESCO INTL INC COM 95082P105 1,434 12,012 SH   SOLE N/A 12,012 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 2,049 49,192 SH   SOLE N/A 49,192 0 0