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 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