The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,526 | 87,210 | SH | SOLE | N/A | 87,210 | 0 | 0 | |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 3,805 | 31,300 | SH | SOLE | N/A | 31,300 | 0 | 0 | |
ALBERTSONS COS INC | COMMON STOCK | 013091103 | 2,225 | 89,500 | SH | SOLE | N/A | 89,500 | 0 | 0 | |
AMETEK INC | COM | 031100100 | 3,244 | 28,600 | SH | SOLE | N/A | 28,600 | 0 | 0 | |
APPLE INC | COM | 037833100 | 2,341 | 16,941 | SH | SOLE | N/A | 16,941 | 0 | 0 | |
ARCBEST CORP | COM | 03937C105 | 1,820 | 25,030 | SH | SOLE | N/A | 25,030 | 0 | 0 | |
BIOGEN INC | COM | 09062X103 | 1,896 | 7,100 | SH | SOLE | N/A | 7,100 | 0 | 0 | |
BORGWARNER INC | COM | 099724106 | 1,849 | 58,900 | SH | SOLE | N/A | 58,900 | 0 | 0 | |
BROADCOM INC | COM | 11135F101 | 2,544 | 5,730 | SH | SOLE | N/A | 5,730 | 0 | 0 | |
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 4,905 | 83,245 | SH | SOLE | N/A | 83,245 | 0 | 0 | |
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 3,880 | 100,945 | SH | SOLE | N/A | 100,945 | 0 | 0 | |
CBRE GROUP INC | CL A | 12504L109 | 4,513 | 66,850 | SH | SOLE | N/A | 66,850 | 0 | 0 | |
CDW CORP | COM | 12514G108 | 8,246 | 52,830 | SH | SOLE | N/A | 52,830 | 0 | 0 | |
CLEAN HARBORS INC | COM | 184496107 | 1,298 | 11,800 | SH | SOLE | N/A | 11,800 | 0 | 0 | |
COCA-COLA FEMSA SAB DE CV | SPONSORD ADR REP | 191241108 | 3,912 | 67,000 | SH | SOLE | N/A | 67,000 | 0 | 0 | |
CROCS INC | COM | 227046109 | 6,129 | 89,270 | SH | SOLE | N/A | 89,270 | 0 | 0 | |
CSX CORP | COM | 126408103 | 5,168 | 194,000 | SH | SOLE | N/A | 194,000 | 0 | 0 | |
CVS HEALTH CORP | COM | 126650100 | 6,083 | 63,780 | SH | SOLE | N/A | 63,780 | 0 | 0 | |
EAST WEST BANCORP INC | COM | 27579R104 | 4,075 | 60,700 | SH | SOLE | N/A | 60,700 | 0 | 0 | |
EATON CORP PLC | SHS | G29183103 | 987 | 7,400 | SH | SOLE | N/A | 7,400 | 0 | 0 | |
EPAM SYS INC | COM | 29414B104 | 8,408 | 23,215 | SH | SOLE | N/A | 23,215 | 0 | 0 | |
HF SINCLAIR CORP | COM | 403949100 | 2,283 | 42,400 | SH | SOLE | N/A | 42,400 | 0 | 0 | |
JABIL INC | COM | 466313103 | 3,759 | 65,130 | SH | SOLE | N/A | 65,130 | 0 | 0 | |
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 3,289 | 67,215 | SH | SOLE | N/A | 67,215 | 0 | 0 | |
LAM RESEARCH CORP | COM | 512807108 | 583 | 1,594 | SH | SOLE | N/A | 1,594 | 0 | 0 | |
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 2,141 | 43,500 | SH | SOLE | N/A | 43,500 | 0 | 0 | |
LULULEMON ATHLETICA INC | COM | 550021109 | 3,522 | 12,600 | SH | SOLE | N/A | 12,600 | 0 | 0 | |
MARATHON PETE CORP | COM | 56585A102 | 5,314 | 53,500 | SH | SOLE | N/A | 53,500 | 0 | 0 | |
MEDPACE HLDGS INC | COM | 58506Q109 | 1,415 | 9,000 | SH | SOLE | N/A | 9,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 5,927 | 25,450 | SH | SOLE | N/A | 25,450 | 0 | 0 | |
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 2,007 | 8,960 | SH | SOLE | N/A | 8,960 | 0 | 0 | |
PINDUODUO INC | SPONSORED ADS | 722304102 | 976 | 15,600 | SH | SOLE | N/A | 15,600 | 0 | 0 | |
REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | 5,622 | 280,100 | SH | SOLE | N/A | 280,100 | 0 | 0 | |
REINSURANCE GRP OF AMERICA I | COM NEW | 759351604 | 7,913 | 62,900 | SH | SOLE | N/A | 62,900 | 0 | 0 | |
SNAP ON INC | COM | 833034101 | 1,651 | 8,200 | SH | SOLE | N/A | 8,200 | 0 | 0 | |
SYNOPSYS INC | COM | 871607107 | 1,008 | 3,300 | SH | SOLE | N/A | 3,300 | 0 | 0 | |
SYNOVUS FINL CORP | COM NEW | 87161C501 | 4,396 | 117,200 | SH | SOLE | N/A | 117,200 | 0 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 1,618 | 23,600 | SH | SOLE | N/A | 23,600 | 0 | 0 | |
THE TRADE DESK INC | COM CL A | 88339J105 | 9,431 | 157,840 | SH | SOLE | N/A | 157,840 | 0 | 0 | |
U S SILICA HLDGS INC | COM | 90346E103 | 1,352 | 123,500 | SH | SOLE | N/A | 123,500 | 0 | 0 | |
UNITED RENTALS INC | COM | 911363109 | 2,269 | 8,400 | SH | SOLE | N/A | 8,400 | 0 | 0 | |
VEEVA SYS INC | CL A COM | 922475108 | 2,803 | 17,000 | SH | SOLE | N/A | 17,000 | 0 | 0 | |
VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 843 | 100,200 | SH | SOLE | N/A | 100,200 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 3,766 | 21,200 | SH | SOLE | N/A | 21,200 | 0 | 0 | |
WESCO INTL INC | COM | 95082P105 | 2,758 | 23,100 | SH | SOLE | N/A | 23,100 | 0 | 0 | |
ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 3,941 | 94,600 | SH | SOLE | N/A | 94,600 | 0 | 0 |