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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ACUITY BRANDS INC | COM | 00508Y102 | 2,600,077 | 15,700 | SH | SOLE | N/A | 15,700 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 3,621,530 | 24,200 | SH | SOLE | N/A | 24,200 | 0 | 0 | ||
AMETEK INC | COM | 031100100 | 6,622,728 | 47,400 | SH | SOLE | N/A | 47,400 | 0 | 0 | ||
BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 | 8,868,356 | 1,475,600 | SH | SOLE | N/A | 1,475,600 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 1,966,132 | 7,100 | SH | SOLE | N/A | 7,100 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 3,242,954 | 5,800 | SH | SOLE | N/A | 5,800 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 5,786,167 | 100,945 | SH | SOLE | N/A | 100,945 | 0 | 0 | ||
CDW CORP | COM | 12514G108 | 9,434,381 | 52,830 | SH | SOLE | N/A | 52,830 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 5,419,440 | 12,000 | SH | SOLE | N/A | 12,000 | 0 | 0 | ||
CLEAN HARBORS INC | COM | 184496107 | 4,017,024 | 35,200 | SH | SOLE | N/A | 35,200 | 0 | 0 | ||
COCA-COLA FEMSA SAB DE CV | SPONSORD ADR REP | 191241108 | 7,738,320 | 114,000 | SH | SOLE | N/A | 114,000 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 8,985,594 | 82,870 | SH | SOLE | N/A | 82,870 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 6,010,120 | 194,000 | SH | SOLE | N/A | 194,000 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 4,377,321 | 46,972 | SH | SOLE | N/A | 46,972 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 1,161,430 | 7,400 | SH | SOLE | N/A | 7,400 | 0 | 0 | ||
EPAM SYS INC | COM | 29414B104 | 10,492,596 | 32,015 | SH | SOLE | N/A | 32,015 | 0 | 0 | ||
GSK PLC | SPONSORED ADR | 37733W204 | 2,220,848 | 63,200 | SH | SOLE | N/A | 63,200 | 0 | 0 | ||
HF SINCLAIR CORP | COM | 403949100 | 3,554,465 | 68,500 | SH | SOLE | N/A | 68,500 | 0 | 0 | ||
INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 2,922,940 | 40,400 | SH | SOLE | N/A | 40,400 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 4,578,266 | 67,130 | SH | SOLE | N/A | 67,130 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 4,749,216 | 73,200 | SH | SOLE | N/A | 73,200 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 8,425,994 | 26,300 | SH | SOLE | N/A | 26,300 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 1,582,904 | 13,600 | SH | SOLE | N/A | 13,600 | 0 | 0 | ||
MEDPACE HLDGS INC | COM | 58506Q109 | 3,441,042 | 16,200 | SH | SOLE | N/A | 16,200 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 1,011,600 | 14,400 | SH | SOLE | N/A | 14,400 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 6,690,152 | 25,960 | SH | SOLE | N/A | 25,960 | 0 | 0 | ||
PINDUODUO INC | SPONSORED ADS | 722304102 | 2,291,555 | 28,100 | SH | SOLE | N/A | 28,100 | 0 | 0 | ||
REINSURANCE GRP OF AMERICA I | COM NEW | 759351604 | 7,829,159 | 55,100 | SH | SOLE | N/A | 55,100 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 3,463,616 | 41,600 | SH | SOLE | N/A | 41,600 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 6,226,155 | 19,500 | SH | SOLE | N/A | 19,500 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 5,370,729 | 72,100 | SH | SOLE | N/A | 72,100 | 0 | 0 | ||
TEREX CORP NEW | COM | 880779103 | 4,562,496 | 106,800 | SH | SOLE | N/A | 106,800 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 7,075,967 | 157,840 | SH | SOLE | N/A | 157,840 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 5,293,183 | 74,900 | SH | SOLE | N/A | 74,900 | 0 | 0 | ||
U S SILICA HLDGS INC | COM | 90346E103 | 1,411,250 | 112,900 | SH | SOLE | N/A | 112,900 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 817,466 | 2,300 | SH | SOLE | N/A | 2,300 | 0 | 0 | ||
VEEVA SYS INC | CL A COM | 922475108 | 2,743,460 | 17,000 | SH | SOLE | N/A | 17,000 | 0 | 0 | ||
VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 1,958,704 | 143,600 | SH | SOLE | N/A | 143,600 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 9,413,398 | 45,309 | SH | SOLE | N/A | 45,309 | 0 | 0 | ||
WILLIAMS COS INC | COM | 969457100 | 1,421,280 | 43,200 | SH | SOLE | N/A | 43,200 | 0 | 0 | ||
ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 535,958 | 17,800 | SH | SOLE | N/A | 17,800 | 0 | 0 |