NJ State Employees Deferred Compensation Plan 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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
22ND CENTY GROUP INC	COM	90137F103	169,180	220,000	SH		SOLE		220,000	0	0
AAR CORP	COM	000361105	436,400	8,000	SH		SOLE		8,000	0	0
ABBOTT LABS	COM	002824100	3,326,796	32,854	SH		SOLE		32,854	0	0
ABBVIE INC	COM	00287Y109	3,659,773	22,964	SH		SOLE		22,964	0	0
ABM INDS INC	COM	000957100	719,040	16,000	SH		SOLE		16,000	0	0
ACACIA RESH CORP	ACACIA TCH COM	003881307	77,200	20,000	SH		SOLE		20,000	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	1,083,750	15,000	SH		SOLE		15,000	0	0
ACADIA PHARMACEUTICALS INC	COM	004225108	319,940	17,000	SH		SOLE		17,000	0	0
ACI WORLDWIDE INC	COM	004498101	377,720	14,000	SH		SOLE		14,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	4,022,730	47,000	SH		SOLE		47,000	0	0
ADTRAN HOLDINGS INC	COM	00486H105	158,600	10,000	SH		SOLE		10,000	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	1,666,170	17,000	SH		SOLE		17,000	0	0
AECOM	COM	00766T100	470,421	5,579	SH		SOLE		5,579	0	0
AFLAC INC	COM	001055102	1,161,360	18,000	SH		SOLE		18,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	968,380	7,000	SH		SOLE		7,000	0	0
AGREE RLTY CORP	COM	008492100	274,440	4,000	SH		SOLE		4,000	0	0
AIR PRODS & CHEMS INC	COM	009158106	1,436,050	5,000	SH		SOLE		5,000	0	0
ALIGN TECHNOLOGY INC	COM	016255101	501,210	1,500	SH		SOLE		1,500	0	0
ALLSTATE CORP	COM	020002101	1,807,311	16,310	SH		SOLE		16,310	0	0
ALNYLAM PHARMACEUTICALS INC	COM	02043Q107	200,320	1,000	SH		SOLE		1,000	0	0
ALPHABET INC	CAP STK CL A	02079K305	5,974,848	57,600	SH		SOLE		57,600	0	0
ALPHABET INC	CAP STK CL C	02079K107	13,280,800	127,700	SH		SOLE		127,700	0	0
ALTAIR ENGR INC	COM CL A	021369103	865,320	12,000	SH		SOLE		12,000	0	0
ALTRIA GROUP INC	COM	02209S103	401,580	9,000	SH		SOLE		9,000	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	327,000	218,000	SH		SOLE		218,000	0	0
AMAZON COM INC	COM	023135106	15,059,682	145,800	SH		SOLE		145,800	0	0
AMERICAN ELEC PWR CO INC	COM	025537101	1,343,012	14,760	SH		SOLE		14,760	0	0
AMERICAN EQTY INVT LIFE HLD	COM	025676206	729,800	20,000	SH		SOLE		20,000	0	0
AMERICAN EXPRESS CO	COM	025816109	5,212,420	31,600	SH		SOLE		31,600	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	276,980	5,500	SH		SOLE		5,500	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	5,149,368	25,200	SH		SOLE		25,200	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	1,280,240	7,996	SH		SOLE		7,996	0	0
AMGEN INC	COM	031162100	725,250	3,000	SH		SOLE		3,000	0	0
AMICUS THERAPEUTICS INC	COM	03152W109	188,530	17,000	SH		SOLE		17,000	0	0
ANTERIX INC	COM	03676C100	363,440	11,000	SH		SOLE		11,000	0	0
APELLIS PHARMACEUTICALS INC	COM	03753U106	395,760	6,000	SH		SOLE		6,000	0	0
APOLLO ENDOSURGERY INC	COM	03767D108	1,289,600	130,000	SH		SOLE		130,000	0	0
APPLE INC	COM	037833100	44,061,280	267,200	SH		SOLE		267,200	0	0
APPLIED MATLS INC	COM	038222105	3,832,296	31,200	SH		SOLE		31,200	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	1,194,900	15,000	SH		SOLE		15,000	0	0
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	G0457F107	507,156	65,779	SH		SOLE		65,779	0	0
ARCOSA INC	COM	039653100	467,014	7,400	SH		SOLE		7,400	0	0
ARLO TECHNOLOGIES INC	COM	04206A101	242,400	40,000	SH		SOLE		40,000	0	0
ARROW ELECTRS INC	COM	042735100	218,523	1,750	SH		SOLE		1,750	0	0
ARROWHEAD PHARMACEUTICALS IN	COM	04280A100	266,700	10,500	SH		SOLE		10,500	0	0
ASHLAND INC	COM	044186104	704,591	6,860	SH		SOLE		6,860	0	0
ASTEC INDS INC	COM	046224101	577,500	14,000	SH		SOLE		14,000	0	0
ASTRAZENECA PLC	SPONSORED ADR	046353108	1,326,980	19,118	SH		SOLE		19,118	0	0
ASURE SOFTWARE INC	COM	04649U102	957,000	66,000	SH		SOLE		66,000	0	0
AT&T INC	COM	00206R102	1,880,513	97,689	SH		SOLE		97,689	0	0
AUDACY INC	CL A	05070N103	2,155	16,000	SH		SOLE		16,000	0	0
AUTOZONE INC	COM	053332102	1,229,075	500	SH		SOLE		500	0	0
AVALONBAY CMNTYS INC	COM	053484101	1,412,880	8,407	SH		SOLE		8,407	0	0
AVERY DENNISON CORP	COM	053611109	1,789,300	10,000	SH		SOLE		10,000	0	0
AXCELIS TECHNOLOGIES INC	COM NEW	054540208	314,204	2,358	SH		SOLE		2,358	0	0
AXON ENTERPRISE INC	COM	05464C101	224,850	1,000	SH		SOLE		1,000	0	0
AXOS FINANCIAL INC	COM	05465C100	775,320	21,000	SH		SOLE		21,000	0	0
AZENTA INC	COM	114340102	713,920	16,000	SH		SOLE		16,000	0	0
BALL CORP	COM	058498106	991,980	18,000	SH		SOLE		18,000	0	0
BANK AMERICA CORP	COM	060505104	2,476,245	86,582	SH		SOLE		86,582	0	0
BANK NEW YORK MELLON CORP	COM	064058100	2,728,127	60,038	SH		SOLE		60,038	0	0
BAUSCH PLUS LOMB CORP	COMMON SHARES	071705107	443,955	25,500	SH		SOLE		25,500	0	0
BAXTER INTL INC	COM	071813109	243,360	6,000	SH		SOLE		6,000	0	0
BEACON ROOFING SUPPLY INC	COM	073685109	294,250	5,000	SH		SOLE		5,000	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	12,353	15,000	SH		SOLE		15,000	0	0
BECTON DICKINSON & CO	COM	075887109	1,505,538	6,082	SH		SOLE		6,082	0	0
BED BATH & BEYOND INC	COM	075896100	10,258	24,000	SH		SOLE		24,000	0	0
BIOGEN INC	COM	09062X103	695,075	2,500	SH		SOLE		2,500	0	0
BLACKBAUD INC	COM	09227Q100	277,200	4,000	SH		SOLE		4,000	0	0
BLOCK H & R INC	COM	093671105	634,500	18,000	SH		SOLE		18,000	0	0
BOSTON BEER INC	CL A	100557107	493,050	1,500	SH		SOLE		1,500	0	0
BOSTON PROPERTIES INC	COM	101121101	216,480	4,000	SH		SOLE		4,000	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	2,751,650	55,000	SH		SOLE		55,000	0	0
BRAEMAR HOTELS & RESORTS INC	COM	10482B101	82,218	21,300	SH		SOLE		21,300	0	0
BRIGHTHOUSE FINL INC	COM	10922N103	355,924	8,069	SH		SOLE		8,069	0	0
BRIGHTSPIRE CAPITAL INC	COM CL A	10949T109	82,600	14,000	SH		SOLE		14,000	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	3,041,600	43,884	SH		SOLE		43,884	0	0
BROADCOM INC	COM	11135F101	466,400	727	SH		SOLE		727	0	0
BWX TECHNOLOGIES INC	COM	05605H100	472,800	7,500	SH		SOLE		7,500	0	0
CADENCE BANK	COM	12740C103	348,768	16,800	SH		SOLE		16,800	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	3,834,143	18,250	SH		SOLE		18,250	0	0
CANADIAN NAT RES LTD	COM	136385101	913,275	16,500	SH		SOLE		16,500	0	0
CANADIAN PAC RY LTD	COM	13645T100	665,685	8,652	SH		SOLE		8,652	0	0
CAPITAL ONE FINL CORP	COM	14040H105	839,765	8,733	SH		SOLE		8,733	0	0
CARDINAL HEALTH INC	COM	14149Y108	528,500	7,000	SH		SOLE		7,000	0	0
CARETRUST REIT INC	COM	14174T107	293,700	15,000	SH		SOLE		15,000	0	0
CARMAX INC	COM	143130102	385,680	6,000	SH		SOLE		6,000	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	1,189,592	26,002	SH		SOLE		26,002	0	0
CARS COM INC	COM	14575E105	295,290	15,300	SH		SOLE		15,300	0	0
CASELLA WASTE SYS INC	CL A	147448104	661,280	8,000	SH		SOLE		8,000	0	0
CAVCO INDS INC DEL	COM	149568107	1,270,960	4,000	SH		SOLE		4,000	0	0
CENOVUS ENERGY INC	COM	15135U109	907,920	52,000	SH		SOLE		52,000	0	0
CENTERPOINT ENERGY INC	COM	15189T107	795,420	27,000	SH		SOLE		27,000	0	0
CHART INDS INC	COM	16115Q308	627,000	5,000	SH		SOLE		5,000	0	0
CHEGG INC	COM	163092109	260,800	16,000	SH		SOLE		16,000	0	0
CHESAPEAKE UTILS CORP	COM	165303108	1,535,880	12,000	SH		SOLE		12,000	0	0
CHEVRON CORP NEW	COM	166764100	3,246,884	19,900	SH		SOLE		19,900	0	0
CHICOS FAS INC	COM	168615102	55,000	10,000	SH		SOLE		10,000	0	0
CHINOOK THERAPEUTICS INC	COM	16961L106	300,950	13,000	SH		SOLE		13,000	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	3,734,322	2,186	SH		SOLE		2,186	0	0
CHUBB LIMITED	COM	H1467J104	1,753,057	9,028	SH		SOLE		9,028	0	0
CHURCHILL DOWNS INC	COM	171484108	1,542,300	6,000	SH		SOLE		6,000	0	0
CIRRUS LOGIC INC	COM	172755100	656,280	6,000	SH		SOLE		6,000	0	0
CISCO SYS INC	COM	17275R102	5,070,675	97,000	SH		SOLE		97,000	0	0
CITIGROUP INC	COM NEW	172967424	375,120	8,000	SH		SOLE		8,000	0	0
CLEVELAND-CLIFFS INC NEW	COM	185899101	2,052,960	112,000	SH		SOLE		112,000	0	0
CMS ENERGY CORP	COM	125896100	1,350,360	22,000	SH		SOLE		22,000	0	0
COCA COLA CO	COM	191216100	3,907,890	63,000	SH		SOLE		63,000	0	0
COHERENT CORP	COM	19247G107	418,423	10,988	SH		SOLE		10,988	0	0
COLGATE PALMOLIVE CO	COM	194162103	2,141,775	28,500	SH		SOLE		28,500	0	0
COLUMBUS MCKINNON CORP N Y	COM	199333105	445,920	12,000	SH		SOLE		12,000	0	0
COMCAST CORP NEW	CL A	20030N101	4,814,570	127,000	SH		SOLE		127,000	0	0
COMMSCOPE HLDG CO INC	COM	20337X109	101,920	16,000	SH		SOLE		16,000	0	0
COMMUNITY HEALTHCARE TR INC	COM	20369C106	366,000	10,000	SH		SOLE		10,000	0	0
COMMVAULT SYS INC	COM	204166102	453,920	8,000	SH		SOLE		8,000	0	0
CONAGRA BRANDS INC	COM	205887102	939,000	25,000	SH		SOLE		25,000	0	0
CONCENTRIX CORP	COM	20602D101	722,858	5,947	SH		SOLE		5,947	0	0
CONOCOPHILLIPS	COM	20825C104	2,976,300	30,000	SH		SOLE		30,000	0	0
CONSOLIDATED WATER CO INC	ORD	G23773107	1,100,810	67,000	SH		SOLE		67,000	0	0
CONSTELLATION ENERGY CORP	COM	21037T109	266,900	3,400	SH		SOLE		3,400	0	0
CORTEVA INC	COM	22052L104	1,451,722	24,071	SH		SOLE		24,071	0	0
COSTAMARE INC	SHS	Y1771G102	263,480	28,000	SH		SOLE		28,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	4,173,708	8,400	SH		SOLE		8,400	0	0
COVENANT LOGISTICS GROUP INC	CL A	22284P105	991,760	28,000	SH		SOLE		28,000	0	0
CPI AEROSTRUCTURES INC	COM NEW	125919308	258,400	68,000	SH		SOLE		68,000	0	0
CUSHMAN WAKEFIELD PLC	SHS	G2717B108	208,692	19,800	SH		SOLE		19,800	0	0
CUTERA INC	COM	232109108	236,200	10,000	SH		SOLE		10,000	0	0
CVS HEALTH CORP	COM	126650100	3,252,251	43,766	SH		SOLE		43,766	0	0
CYTOKINETICS INC	COM NEW	23282W605	545,445	15,500	SH		SOLE		15,500	0	0
DANAHER CORPORATION	COM	235851102	1,421,506	5,640	SH		SOLE		5,640	0	0
DASEKE INC	COM	23753F107	618,400	80,000	SH		SOLE		80,000	0	0
DEERE & CO	COM	244199105	3,757,208	9,100	SH		SOLE		9,100	0	0
DENTSPLY SIRONA INC	COM	24906P109	746,320	19,000	SH		SOLE		19,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	435,600	8,607	SH		SOLE		8,607	0	0
DISCOVER FINL SVCS	COM	254709108	2,406,754	24,350	SH		SOLE		24,350	0	0
DISNEY WALT CO	COM	254687106	3,875,031	38,700	SH		SOLE		38,700	0	0
DOVER CORP	COM	260003108	759,700	5,000	SH		SOLE		5,000	0	0
DOW INC	COM	260557103	771,372	14,071	SH		SOLE		14,071	0	0
DRIL-QUIP INC	COM	262037104	229,520	8,000	SH		SOLE		8,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	1,421,293	14,733	SH		SOLE		14,733	0	0
DUPONT DE NEMOURS INC	COM	26614N102	1,463,677	20,394	SH		SOLE		20,394	0	0
DYCOM INDS INC	COM	267475101	374,600	4,000	SH		SOLE		4,000	0	0
EASTGROUP PPTYS INC	COM	277276101	429,832	2,600	SH		SOLE		2,600	0	0
EASTMAN CHEM CO	COM	277432100	674,720	8,000	SH		SOLE		8,000	0	0
EBAY INC.	COM	278642103	1,109,250	25,000	SH		SOLE		25,000	0	0
EBIX INC	COM NEW	278715206	145,090	11,000	SH		SOLE		11,000	0	0
ECHOSTAR CORP	CL A	278768106	219,480	12,000	SH		SOLE		12,000	0	0
EDGIO INC	COM	53261M104	79,110	100,000	SH		SOLE		100,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	744,570	9,000	SH		SOLE		9,000	0	0
ELEVANCE HEALTH INC	COM	036752103	919,620	2,000	SH		SOLE		2,000	0	0
EMCOR GROUP INC	COM	29084Q100	812,950	5,000	SH		SOLE		5,000	0	0
EMERSON ELEC CO	COM	291011104	200,422	2,300	SH		SOLE		2,300	0	0
ENERGY RECOVERY INC	COM	29270J100	1,359,950	59,000	SH		SOLE		59,000	0	0
ENOVA INTL INC	COM	29357K103	577,590	13,000	SH		SOLE		13,000	0	0
ENPRO INDS INC	COM	29355X107	519,450	5,000	SH		SOLE		5,000	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	133,100	22,000	SH		SOLE		22,000	0	0
EQUIFAX INC	COM	294429105	2,778,908	13,700	SH		SOLE		13,700	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	900,000	15,000	SH		SOLE		15,000	0	0
ESPERION THERAPEUTICS INC NE	COM	29664W105	310,249	195,125	SH		SOLE		195,125	0	0
ESSENTIAL PPTYS RLTY TR INC	COM	29670E107	248,500	10,000	SH		SOLE		10,000	0	0
EXELON CORP	COM	30161N101	427,278	10,200	SH		SOLE		10,200	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	375,991	3,875	SH		SOLE		3,875	0	0
EXTREME NETWORKS	COM	30226D106	573,600	30,000	SH		SOLE		30,000	0	0
EXXON MOBIL CORP	COM	30231G102	8,246,432	75,200	SH		SOLE		75,200	0	0
FEDERAL SIGNAL CORP	COM	313855108	542,100	10,000	SH		SOLE		10,000	0	0
FIBROGEN INC	COM	31572Q808	279,900	15,000	SH		SOLE		15,000	0	0
FIRST FINL BANCORP OH	COM	320209109	478,940	22,000	SH		SOLE		22,000	0	0
FIRST HORIZON CORPORATION	COM	320517105	570,525	32,088	SH		SOLE		32,088	0	0
FIRST INDL RLTY TR INC	COM	32054K103	665,000	12,500	SH		SOLE		12,500	0	0
FIRST INTST BANCSYSTEM INC	COM CL A	32055Y201	352,199	11,795	SH		SOLE		11,795	0	0
FIVE9 INC	COM	338307101	506,030	7,000	SH		SOLE		7,000	0	0
FLEX LTD	ORD	Y2573F102	460,200	20,000	SH		SOLE		20,000	0	0
FORD MTR CO DEL	COM	345370860	756,000	60,000	SH		SOLE		60,000	0	0
FORWARD AIR CORP	COM	349853101	1,077,600	10,000	SH		SOLE		10,000	0	0
FOUR CORNERS PPTY TR INC	COM	35086T109	225,624	8,400	SH		SOLE		8,400	0	0
FRESH DEL MONTE PRODUCE INC	ORD	G36738105	301,100	10,000	SH		SOLE		10,000	0	0
FRESHPET INC	COM	358039105	926,660	14,000	SH		SOLE		14,000	0	0
FTAI AVIATION LTD	SHS	G3730V105	1,118,400	40,000	SH		SOLE		40,000	0	0
FTAI INFRASTRUCTURE INC	COMMON STOCK	35953C106	120,000	40,000	SH		SOLE		40,000	0	0
FULTON FINL CORP PA	COM	360271100	442,240	32,000	SH		SOLE		32,000	0	0
G III APPAREL GROUP LTD	COM	36237H101	217,700	14,000	SH		SOLE		14,000	0	0
GAP INC	COM	364760108	502,000	50,000	SH		SOLE		50,000	0	0
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	36266G107	465,602	5,676	SH		SOLE		5,676	0	0
GEN DIGITAL INC	COM	668771108	514,800	30,000	SH		SOLE		30,000	0	0
GENERAL DYNAMICS CORP	COM	369550108	1,939,785	8,500	SH		SOLE		8,500	0	0
GENERAL ELECTRIC CO	COM NEW	369604301	1,627,877	17,028	SH		SOLE		17,028	0	0
GENWORTH FINL INC	COM CL A	37247D106	572,280	114,000	SH		SOLE		114,000	0	0
GILEAD SCIENCES INC	COM	375558103	1,161,580	14,000	SH		SOLE		14,000	0	0
GLACIER BANCORP INC NEW	COM	37637Q105	1,089,823	25,942	SH		SOLE		25,942	0	0
GLATFELTER CORPORATION	COM	377320106	51,040	16,000	SH		SOLE		16,000	0	0
GLOBAL MED REIT INC	COM NEW	37954A204	143,027	15,700	SH		SOLE		15,700	0	0
GLOBAL NET LEASE INC	COM NEW	379378201	133,744	10,400	SH		SOLE		10,400	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	4,432,341	13,550	SH		SOLE		13,550	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	110,200	10,000	SH		SOLE		10,000	0	0
GRANITE CONSTR INC	COM	387328107	410,800	10,000	SH		SOLE		10,000	0	0
GREEN DOT CORP	CL A	39304D102	188,980	11,000	SH		SOLE		11,000	0	0
GRIFFON CORP	COM	398433102	320,100	10,000	SH		SOLE		10,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	463,050	27,000	SH		SOLE		27,000	0	0
HALLIBURTON CO	COM	406216101	483,048	15,267	SH		SOLE		15,267	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	1,061,682	27,800	SH		SOLE		27,800	0	0
HANCOCK WHITNEY CORPORATION	COM	410120109	473,200	13,000	SH		SOLE		13,000	0	0
HARSCO CORP	COM	415864107	163,920	24,000	SH		SOLE		24,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	696,900	10,000	SH		SOLE		10,000	0	0
HAWAIIAN ELEC INDUSTRIES	COM	419870100	345,600	9,000	SH		SOLE		9,000	0	0
HAWAIIAN HOLDINGS INC	COM	419879101	91,600	10,000	SH		SOLE		10,000	0	0
HAYNES INTL INC	COM NEW	420877201	500,900	10,000	SH		SOLE		10,000	0	0
HCA HEALTHCARE INC	COM	40412C101	263,680	1,000	SH		SOLE		1,000	0	0
HEALTHEQUITY INC	COM	42226A107	293,550	5,000	SH		SOLE		5,000	0	0
HEALTHSTREAM INC	COM	42222N103	271,000	10,000	SH		SOLE		10,000	0	0
HECLA MNG CO	COM	422704106	2,183,850	345,000	SH		SOLE		345,000	0	0
HESKA CORP	COM RESTRC NEW	42805E306	683,340	7,000	SH		SOLE		7,000	0	0
HESS CORP	COM	42809H107	1,323,400	10,000	SH		SOLE		10,000	0	0
HEWLETT PACKARD ENTERPRISE C	COM	42824C109	477,900	30,000	SH		SOLE		30,000	0	0
HOME BANCSHARES INC	COM	436893200	434,200	20,000	SH		SOLE		20,000	0	0
HOME DEPOT INC	COM	437076102	2,360,960	8,000	SH		SOLE		8,000	0	0
HONEYWELL INTL INC	COM	438516106	2,599,232	13,600	SH		SOLE		13,600	0	0
HOPE BANCORP INC	COM	43940T109	294,600	30,000	SH		SOLE		30,000	0	0
HORACE MANN EDUCATORS CORP N	COM	440327104	468,720	14,000	SH		SOLE		14,000	0	0
HOWMET AEROSPACE INC	COM	443201108	211,850	5,000	SH		SOLE		5,000	0	0
HP INC	COM	40434L105	880,500	30,000	SH		SOLE		30,000	0	0
HUMANA INC	COM	444859102	1,116,558	2,300	SH		SOLE		2,300	0	0
HUNT J B TRANS SVCS INC	COM	445658107	1,930,060	11,000	SH		SOLE		11,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	689,998	3,333	SH		SOLE		3,333	0	0
IDACORP INC	COM	451107106	541,650	5,000	SH		SOLE		5,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	1,436,355	5,900	SH		SOLE		5,900	0	0
ILLUMINA INC	COM	452327109	465,100	2,000	SH		SOLE		2,000	0	0
IMPINJ INC	COM	453204109	677,600	5,000	SH		SOLE		5,000	0	0
INCYTE CORP	COM	45337C102	289,080	4,000	SH		SOLE		4,000	0	0
INDEPENDENT BK CORP MASS	COM	453836108	328,100	5,000	SH		SOLE		5,000	0	0
INFINERA CORP	COM	45667G103	543,200	70,000	SH		SOLE		70,000	0	0
INGERSOLL RAND INC	COM	45687V106	256,690	4,412	SH		SOLE		4,412	0	0
INTEL CORP	COM	458140100	2,711,610	83,000	SH		SOLE		83,000	0	0
INTELLIA THERAPEUTICS INC	COM	45826J105	264,617	7,100	SH		SOLE		7,100	0	0
INTERDIGITAL INC	COM	45867G101	218,700	3,000	SH		SOLE		3,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	2,621,800	20,000	SH		SOLE		20,000	0	0
INTERNATIONAL FLAVORS&FRAGRA	COM	459506101	242,774	2,640	SH		SOLE		2,640	0	0
INTERPUBLIC GROUP COS INC	COM	460690100	335,160	9,000	SH		SOLE		9,000	0	0
IONIS PHARMACEUTICALS INC	COM	462222100	1,501,080	42,000	SH		SOLE		42,000	0	0
JOHN BEAN TECHNOLOGIES CORP	COM	477839104	236,066	2,160	SH		SOLE		2,160	0	0
JOHNSON & JOHNSON	COM	478160104	8,525,000	55,000	SH		SOLE		55,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	9,747,188	74,800	SH		SOLE		74,800	0	0
JUNIPER NETWORKS INC	COM	48203R104	516,300	15,000	SH		SOLE		15,000	0	0
KARUNA THERAPEUTICS INC	COM	48576A100	999,020	5,500	SH		SOLE		5,500	0	0
KB HOME	COM	48666K109	200,900	5,000	SH		SOLE		5,000	0	0
KBR INC	COM	48242W106	220,200	4,000	SH		SOLE		4,000	0	0
KENNEDY-WILSON HOLDINGS INC	COM	489398107	177,513	10,700	SH		SOLE		10,700	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	1,863,802	11,542	SH		SOLE		11,542	0	0
KIMCO RLTY CORP	COM	49446R109	488,250	25,000	SH		SOLE		25,000	0	0
KINDER MORGAN INC DEL	COM	49456B101	652,510	37,265	SH		SOLE		37,265	0	0
KLA CORP	COM NEW	482480100	4,430,787	11,100	SH		SOLE		11,100	0	0
KNOWLES CORP	COM	49926D109	586,500	34,500	SH		SOLE		34,500	0	0
KOPPERS HOLDINGS INC	COM	50060P106	454,610	13,000	SH		SOLE		13,000	0	0
KRAFT HEINZ CO	COM	500754106	592,772	15,329	SH		SOLE		15,329	0	0
KROGER CO	COM	501044101	1,036,770	21,000	SH		SOLE		21,000	0	0
KULICKE & SOFFA INDS INC	COM	501242101	2,107,600	40,000	SH		SOLE		40,000	0	0
LAM RESEARCH CORP	COM	512807108	5,420,477	10,225	SH		SOLE		10,225	0	0
LAMB WESTON HLDGS INC	COM	513272104	870,965	8,333	SH		SOLE		8,333	0	0
LATTICE SEMICONDUCTOR CORP	COM	518415104	2,483,000	26,000	SH		SOLE		26,000	0	0
LCI INDS	COM	50189K103	549,350	5,000	SH		SOLE		5,000	0	0
LEGEND BIOTECH CORP	SPONSORED ADS	52490G102	400,226	8,300	SH		SOLE		8,300	0	0
LIBERTY LATIN AMERICA LTD	COM CL C	G9001E128	146,747	17,766	SH		SOLE		17,766	0	0
LIGAND PHARMACEUTICALS INC	COM NEW	53220K504	367,800	5,000	SH		SOLE		5,000	0	0
LILLY ELI & CO	COM	532457108	8,400,053	24,460	SH		SOLE		24,460	0	0
LIMBACH HLDGS INC	COM	53263P105	570,900	33,000	SH		SOLE		33,000	0	0
LIMONEIRA CO	COM	532746104	633,080	38,000	SH		SOLE		38,000	0	0
LINDE PLC	SHS	G54950103	3,447,768	9,700	SH		SOLE		9,700	0	0
LINDSAY CORP	COM	535555106	453,390	3,000	SH		SOLE		3,000	0	0
LIONS GATE ENTMNT CORP	CL B NON VTG	535919500	415,200	40,000	SH		SOLE		40,000	0	0
LITTELFUSE INC	COM	537008104	562,989	2,100	SH		SOLE		2,100	0	0
LIVANOVA PLC	SHS	G5509L101	261,480	6,000	SH		SOLE		6,000	0	0
LIVE OAK BANCSHARES INC	COM	53803X105	438,660	18,000	SH		SOLE		18,000	0	0
LIVENT CORP	COM	53814L108	999,120	46,000	SH		SOLE		46,000	0	0
LOWES COS INC	COM	548661107	2,939,559	14,700	SH		SOLE		14,700	0	0
LUMEN TECHNOLOGIES INC	COM	550241103	54,458	20,550	SH		SOLE		20,550	0	0
LUMENTUM HLDGS INC	COM	55024U109	619,765	11,475	SH		SOLE		11,475	0	0
MACOM TECH SOLUTIONS HLDGS I	COM	55405Y100	1,487,640	21,000	SH		SOLE		21,000	0	0
MADRIGAL PHARMACEUTICALS INC	COM	558868105	363,390	1,500	SH		SOLE		1,500	0	0
MAMMOTH ENERGY SVCS INC	COM	56155L108	101,280	24,000	SH		SOLE		24,000	0	0
MANPOWERGROUP INC WIS	COM	56418H100	247,590	3,000	SH		SOLE		3,000	0	0
MARATHON OIL CORP	COM	565849106	479,200	20,000	SH		SOLE		20,000	0	0
MARATHON PETE CORP	COM	56585A102	2,696,600	20,000	SH		SOLE		20,000	0	0
MARSH & MCLENNAN COS INC	COM	571748102	3,164,450	19,000	SH		SOLE		19,000	0	0
MASTEC INC	COM	576323109	1,227,720	13,000	SH		SOLE		13,000	0	0
MATADOR RES CO	COM	576485205	857,700	18,000	SH		SOLE		18,000	0	0
MATCH GROUP INC NEW	COM	57667L107	321,056	8,363	SH		SOLE		8,363	0	0
MCDONALDS CORP	COM	580135101	4,611,608	16,493	SH		SOLE		16,493	0	0
MCKESSON CORP	COM	58155Q103	1,780,250	5,000	SH		SOLE		5,000	0	0
MEDTRONIC PLC	SHS	G5960L103	1,048,060	13,000	SH		SOLE		13,000	0	0
MERCK & CO INC	COM	58933Y105	8,538,010	80,252	SH		SOLE		80,252	0	0
META PLATFORMS INC	CL A	30303M102	7,481,482	35,300	SH		SOLE		35,300	0	0
METLIFE INC	COM	59156R108	765,735	13,216	SH		SOLE		13,216	0	0
MGP INGREDIENTS INC NEW	COM	55303J106	386,880	4,000	SH		SOLE		4,000	0	0
MICROCHIP TECHNOLOGY INC.	COM	595017104	4,189,000	50,000	SH		SOLE		50,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	1,810,200	30,000	SH		SOLE		30,000	0	0
MICROSOFT CORP	COM	594918104	37,911,450	131,500	SH		SOLE		131,500	0	0
MINERALS TECHNOLOGIES INC	COM	603158106	422,940	7,000	SH		SOLE		7,000	0	0
MISTRAS GROUP INC	COM	60649T107	162,720	24,000	SH		SOLE		24,000	0	0
MODEL N INC	COM	607525102	468,580	14,000	SH		SOLE		14,000	0	0
MONDELEZ INTL INC	CL A	609207105	2,474,154	35,487	SH		SOLE		35,487	0	0
MONEYGRAM INTL INC	COM NEW	60935Y208	1,042,000	100,000	SH		SOLE		100,000	0	0
MOTOROLA SOLUTIONS INC	COM NEW	620076307	3,883,070	13,571	SH		SOLE		13,571	0	0
MUELLER WTR PRODS INC	COM SER A	624758108	697,000	50,000	SH		SOLE		50,000	0	0
MURPHY OIL CORP	COM	626717102	1,020,648	27,600	SH		SOLE		27,600	0	0
MURPHY USA INC	COM	626755102	903,175	3,500	SH		SOLE		3,500	0	0
MYERS INDS INC	COM	628464109	342,880	16,000	SH		SOLE		16,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	4,095	31,000	SH		SOLE		31,000	0	0
NATIONAL STORAGE AFFILIATES	COM SHS BEN IN	637870106	417,800	10,000	SH		SOLE		10,000	0	0
NETAPP INC	COM	64110D104	319,250	5,000	SH		SOLE		5,000	0	0
NETSCOUT SYS INC	COM	64115T104	572,341	19,977	SH		SOLE		19,977	0	0
NEW RELIC INC	COM	64829B100	376,450	5,000	SH		SOLE		5,000	0	0
NEXPOINT RESIDENTIAL TR INC	COM	65341D102	279,488	6,400	SH		SOLE		6,400	0	0
NEXTERA ENERGY INC	COM	65339F101	3,083,200	40,000	SH		SOLE		40,000	0	0
NEXTGEN HEALTHCARE INC	COM	65343C102	174,100	10,000	SH		SOLE		10,000	0	0
NISOURCE INC	COM	65473P105	279,600	10,000	SH		SOLE		10,000	0	0
NORFOLK SOUTHN CORP	COM	655844108	2,692,400	12,700	SH		SOLE		12,700	0	0
NORTHERN OIL AND GAS INC MN	COM	665531307	424,900	14,000	SH		SOLE		14,000	0	0
NORTHERN TR CORP	COM	665859104	440,650	5,000	SH		SOLE		5,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	2,816,492	6,100	SH		SOLE		6,100	0	0
NORTHWEST PIPE CO	COM	667746101	530,910	17,000	SH		SOLE		17,000	0	0
NUVASIVE INC	COM	670704105	247,860	6,000	SH		SOLE		6,000	0	0
NVIDIA CORPORATION	COM	67066G104	3,333,240	12,000	SH		SOLE		12,000	0	0
OCCIDENTAL PETE CORP	COM	674599105	624,300	10,000	SH		SOLE		10,000	0	0
OLD NATL BANCORP IND	COM	680033107	326,930	22,672	SH		SOLE		22,672	0	0
OMNIAB INC	COM	68218J103	90,160	24,500	SH		SOLE		24,500	0	0
ONE GAS INC	COM	68235P108	316,920	4,000	SH		SOLE		4,000	0	0
ORACLE CORP	COM	68389X105	5,110,600	55,000	SH		SOLE		55,000	0	0
ORBITAL INFRASTRUCTURE GRP I	COM	68559A109	12,547	86,000	SH		SOLE		86,000	0	0
OSI SYSTEMS INC	COM	671044105	460,620	4,500	SH		SOLE		4,500	0	0
OTIS WORLDWIDE CORP	COM	68902V107	1,097,284	13,001	SH		SOLE		13,001	0	0
OTTER TAIL CORP	COM	689648103	867,240	12,000	SH		SOLE		12,000	0	0
P A M TRANSN SVCS INC	COM	693149106	1,145,200	40,000	SH		SOLE		40,000	0	0
PACIFIC BIOSCIENCES CALIF IN	COM	69404D108	1,158,000	100,000	SH		SOLE		100,000	0	0
PARAMOUNT GLOBAL	CLASS B COM	92556H206	399,059	17,887	SH		SOLE		17,887	0	0
PARKE BANCORP INC	COM	700885106	234,696	13,200	SH		SOLE		13,200	0	0
PARKER-HANNIFIN CORP	COM	701094104	1,680,550	5,000	SH		SOLE		5,000	0	0
PATRICK INDS INC	COM	703343103	894,530	13,000	SH		SOLE		13,000	0	0
PAYPAL HLDGS INC	COM	70450Y103	1,898,500	25,000	SH		SOLE		25,000	0	0
PDC ENERGY INC	COM	69327R101	898,520	14,000	SH		SOLE		14,000	0	0
PEABODY ENERGY CORP	COM	704551100	896,000	35,000	SH		SOLE		35,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	306,072	21,800	SH		SOLE		21,800	0	0
PEPSICO INC	COM	713448108	3,436,537	18,851	SH		SOLE		18,851	0	0
PETIQ INC	COM CL A	71639T106	194,480	17,000	SH		SOLE		17,000	0	0
PFIZER INC	COM	717081103	2,119,805	51,956	SH		SOLE		51,956	0	0
PGT INNOVATIONS INC	COM	69336V101	502,200	20,000	SH		SOLE		20,000	0	0
PHIBRO ANIMAL HEALTH CORP	CL A COM	71742Q106	245,120	16,000	SH		SOLE		16,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	3,695,500	38,000	SH		SOLE		38,000	0	0
PHILLIPS 66	COM	718546104	1,855,254	18,300	SH		SOLE		18,300	0	0
PHYSICIANS RLTY TR	COM	71943U104	209,020	14,000	SH		SOLE		14,000	0	0
PIERIS PHARMACEUTICALS INC	COM	720795103	29,280	30,000	SH		SOLE		30,000	0	0
PITNEY BOWES INC	COM	724479100	342,320	88,000	SH		SOLE		88,000	0	0
PLUG POWER INC	COM NEW	72919P202	914,160	78,000	SH		SOLE		78,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	1,016,800	8,000	SH		SOLE		8,000	0	0
PORTLAND GEN ELEC CO	COM NEW	736508847	488,900	10,000	SH		SOLE		10,000	0	0
POWER INTEGRATIONS INC	COM	739276103	727,904	8,600	SH		SOLE		8,600	0	0
PPG INDS INC	COM	693506107	293,876	2,200	SH		SOLE		2,200	0	0
PRECIGEN INC	COM	74017N105	15,900	15,000	SH		SOLE		15,000	0	0
PRESTIGE CONSMR HEALTHCARE I	COM	74112D101	438,410	7,000	SH		SOLE		7,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	2,596,700	23,000	SH		SOLE		23,000	0	0
PRIMERICA INC	COM	74164M108	861,200	5,000	SH		SOLE		5,000	0	0
PRINCETON BANCORP INC	COM	74179A107	348,920	11,000	SH		SOLE		11,000	0	0
PROCTER AND GAMBLE CO	COM	742718109	6,795,133	45,700	SH		SOLE		45,700	0	0
PROLOGIS INC.	COM	74340W103	1,018,622	8,164	SH		SOLE		8,164	0	0
PROMETHEUS BIOSCIENCES INC	COM	74349U108	1,609,800	15,000	SH		SOLE		15,000	0	0
PROPETRO HLDG CORP	COM	74347M108	150,990	21,000	SH		SOLE		21,000	0	0
PRUDENTIAL FINL INC	COM	744320102	992,880	12,000	SH		SOLE		12,000	0	0
PUBLIC SVC ENTERPRISE GRP IN	COM	744573106	624,500	10,000	SH		SOLE		10,000	0	0
PULTE GROUP INC	COM	745867101	582,800	10,000	SH		SOLE		10,000	0	0
QUALCOMM INC	COM	747525103	3,827,400	30,000	SH		SOLE		30,000	0	0
RAMBUS INC DEL	COM	750917106	205,040	4,000	SH		SOLE		4,000	0	0
RAYMOND JAMES FINL INC	COM	754730109	373,080	4,000	SH		SOLE		4,000	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	4,036,185	41,215	SH		SOLE		41,215	0	0
READING INTL INC	CL A	755408101	43,875	13,500	SH		SOLE		13,500	0	0
REGAL REXNORD CORPORATION	COM	758750103	690,281	4,905	SH		SOLE		4,905	0	0
REGENERON PHARMACEUTICALS	COM	75886F107	410,835	500	SH		SOLE		500	0	0
REPUBLIC SVCS INC	COM	760759100	2,028,300	15,000	SH		SOLE		15,000	0	0
REV GROUP INC	COM	749527107	383,680	32,000	SH		SOLE		32,000	0	0
REVANCE THERAPEUTICS INC	COM	761330109	576,559	17,900	SH		SOLE		17,900	0	0
RIGEL PHARMACEUTICALS INC	COM NEW	766559603	264,000	200,000	SH		SOLE		200,000	0	0
RIMINI STR INC DEL	COM	76674Q107	98,880	24,000	SH		SOLE		24,000	0	0
ROCKWELL AUTOMATION INC	COM	773903109	2,934,500	10,000	SH		SOLE		10,000	0	0
ROGERS CORP	COM	775133101	408,575	2,500	SH		SOLE		2,500	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	134,585	11,703	SH		SOLE		11,703	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	39,273	22,833	SH		SOLE		22,833	0	0
SAFEHOLD INC	COM	78646V107	293,700	10,000	SH		SOLE		10,000	0	0
SANOFI	SPONSORED ADR	80105N105	707,460	13,000	SH		SOLE		13,000	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	951,027	6,900	SH		SOLE		6,900	0	0
SCHLUMBERGER LTD	COM STK	806857108	1,045,143	21,286	SH		SOLE		21,286	0	0
SCHWAB CHARLES CORP	COM	808513105	1,309,500	25,000	SH		SOLE		25,000	0	0
SCIENCE APPLICATIONS INTL CO	COM	808625107	612,522	5,700	SH		SOLE		5,700	0	0
SECUREWORKS CORP	CL A	81374A105	111,410	13,000	SH		SOLE		13,000	0	0
SEI INVTS CO	COM	784117103	2,037,270	35,400	SH		SOLE		35,400	0	0
SELECT ENERGY SVCS INC	CL A COM	81617J301	187,920	27,000	SH		SOLE		27,000	0	0
SENSIENT TECHNOLOGIES CORP	COM	81725T100	459,360	6,000	SH		SOLE		6,000	0	0
SERVISFIRST BANCSHARES INC	COM	81768T108	491,670	9,000	SH		SOLE		9,000	0	0
SHYFT GROUP INC	COM	825698103	1,183,000	52,000	SH		SOLE		52,000	0	0
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	82706C108	262,080	4,000	SH		SOLE		4,000	0	0
SKYLINE CHAMPION CORPORATION	COM	830830105	1,128,450	15,000	SH		SOLE		15,000	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	745,398	6,318	SH		SOLE		6,318	0	0
SLM CORP	COM	78442P106	371,700	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	1,590,224	10,105	SH		SOLE		10,105	0	0
SOUTHERN CO	COM	842587107	1,182,860	17,000	SH		SOLE		17,000	0	0
SOUTHSTATE CORPORATION	COM	840441109	356,300	5,000	SH		SOLE		5,000	0	0
SOUTHWEST AIRLS CO	COM	844741108	488,100	15,000	SH		SOLE		15,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	175,000	35,000	SH		SOLE		35,000	0	0
SPECTRUM BRANDS HLDGS INC NE	COM	84790A105	728,420	11,000	SH		SOLE		11,000	0	0
SPIRIT AIRLS INC	COM	848577102	188,870	11,000	SH		SOLE		11,000	0	0
SPX TECHNOLOGIES INC	COM	78473E103	846,960	12,000	SH		SOLE		12,000	0	0
ST JOE CO	COM	790148100	1,622,790	39,000	SH		SOLE		39,000	0	0
STAG INDL INC	COM	85254J102	639,198	18,900	SH		SOLE		18,900	0	0
STANLEY BLACK & DECKER INC	COM	854502101	1,319,498	16,375	SH		SOLE		16,375	0	0
STEEL CONNECT INC	COM	858098106	239,400	210,000	SH		SOLE		210,000	0	0
STEEL PARTNERS HLDGS L P	LTD PRTRSHIP U	85814R107	1,606,356	36,600	SH		SOLE		36,600	0	0
STIFEL FINL CORP	COM	860630102	354,540	6,000	SH		SOLE		6,000	0	0
STRYKER CORPORATION	COM	863667101	428,205	1,500	SH		SOLE		1,500	0	0
SUMMIT HOTEL PPTYS INC	COM	866082100	245,700	35,100	SH		SOLE		35,100	0	0
SUMMIT MATLS INC	CL A	86614U100	695,384	24,408	SH		SOLE		24,408	0	0
SUPERIOR INDS INTL INC	COM	868168105	306,900	62,000	SH		SOLE		62,000	0	0
SURO CAPITAL CORP	COM NEW	86887Q109	340,693	94,114	SH		SOLE		94,114	0	0
SYNAPTICS INC	COM	87157D109	1,778,400	16,000	SH		SOLE		16,000	0	0
SYNCHRONOSS TECHNOLOGIES INC	COM	87157B103	50,760	54,000	SH		SOLE		54,000	0	0
SYNCHRONY FINANCIAL	COM	87165B103	573,429	19,719	SH		SOLE		19,719	0	0
SYNOPSYS INC	COM	871607107	4,149,098	10,742	SH		SOLE		10,742	0	0
SYSCO CORP	COM	871829107	2,007,980	26,000	SH		SOLE		26,000	0	0
TABULA RASA HEALTHCARE INC	COM	873379101	55,900	10,000	SH		SOLE		10,000	0	0
TARGET CORP	COM	87612E106	993,780	6,000	SH		SOLE		6,000	0	0
TD SYNNEX CORPORATION	COM	87162W100	575,610	5,947	SH		SOLE		5,947	0	0
TECHNIPFMC PLC	COM	G87110105	273,000	20,000	SH		SOLE		20,000	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	950,720	16,000	SH		SOLE		16,000	0	0
TERRENO RLTY CORP	COM	88146M101	323,000	5,000	SH		SOLE		5,000	0	0
TESLA INC	COM	88160R101	871,332	4,200	SH		SOLE		4,200	0	0
TG THERAPEUTICS INC	COM	88322Q108	1,091,904	72,600	SH		SOLE		72,600	0	0
THE CIGNA GROUP	COM	125523100	1,328,756	5,200	SH		SOLE		5,200	0	0
THERAVANCE BIOPHARMA INC	COM	G8807B106	630,841	58,142	SH		SOLE		58,142	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	3,458,220	6,000	SH		SOLE		6,000	0	0
THERMON GROUP HLDGS INC	COM	88362T103	498,400	20,000	SH		SOLE		20,000	0	0
TITAN INTL INC ILL	COM	88830M102	628,800	60,000	SH		SOLE		60,000	0	0
TITAN MACHY INC	COM	88830R101	365,400	12,000	SH		SOLE		12,000	0	0
T-MOBILE US INC	COM	872590104	2,978,200	20,562	SH		SOLE		20,562	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	662,328	3,600	SH		SOLE		3,600	0	0
TRAVEL PLUS LEISURE CO	COM	894164102	582,473	14,859	SH		SOLE		14,859	0	0
TRAVELCENTERS OF AMERICA INC	COM NEW	89421B109	865,000	10,000	SH		SOLE		10,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	1,584,343	9,243	SH		SOLE		9,243	0	0
TREX CO INC	COM	89531P105	486,700	10,000	SH		SOLE		10,000	0	0
TRINITY INDS INC	COM	896522109	309,372	12,700	SH		SOLE		12,700	0	0
TRIUMPH GROUP INC NEW	COM	896818101	173,850	15,000	SH		SOLE		15,000	0	0
TRUPANION INC	COM	898202106	772,020	18,000	SH		SOLE		18,000	0	0
TRUSTCO BK CORP N Y	COM NEW	898349204	447,160	14,000	SH		SOLE		14,000	0	0
TUPPERWARE BRANDS CORP	COM	899896104	40,000	16,000	SH		SOLE		16,000	0	0
TUTOR PERINI CORP	COM	901109108	123,400	20,000	SH		SOLE		20,000	0	0
U S XPRESS ENTERPRISES INC	COM CL A	90338N202	279,180	47,000	SH		SOLE		47,000	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	497,400	15,000	SH		SOLE		15,000	0	0
UMB FINL CORP	COM	902788108	230,880	4,000	SH		SOLE		4,000	0	0
UMH PPTYS INC	COM	903002103	198,186	13,400	SH		SOLE		13,400	0	0
UNION PAC CORP	COM	907818108	3,763,562	18,700	SH		SOLE		18,700	0	0
UNISYS CORP	COM NEW	909214306	106,700	27,500	SH		SOLE		27,500	0	0
UNITED STATES STL CORP NEW	COM	912909108	208,800	8,000	SH		SOLE		8,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	236,295	500	SH		SOLE		500	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	254,200	2,000	SH		SOLE		2,000	0	0
UNUM GROUP	COM	91529Y106	1,107,680	28,000	SH		SOLE		28,000	0	0
US BANCORP DEL	COM NEW	902973304	1,928,675	53,500	SH		SOLE		53,500	0	0
VALLEY NATL BANCORP	COM	919794107	458,304	49,600	SH		SOLE		49,600	0	0
VALVOLINE INC	COM	92047W101	658,025	18,833	SH		SOLE		18,833	0	0
VENATOR MATLS PLC	SHS	G9329Z100	24,288	60,000	SH		SOLE		60,000	0	0
VERINT SYS INC	COM	92343X100	223,440	6,000	SH		SOLE		6,000	0	0
VERITONE INC	COM	92347M100	93,280	16,000	SH		SOLE		16,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	2,527,850	65,000	SH		SOLE		65,000	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	315,070	1,000	SH		SOLE		1,000	0	0
VERVE THERAPEUTICS INC	COM	92539P101	201,880	14,000	SH		SOLE		14,000	0	0
VIATRIS INC	COM	92556V106	203,906	21,196	SH		SOLE		21,196	0	0
VICOR CORP	COM	925815102	469,400	10,000	SH		SOLE		10,000	0	0
VISHAY INTERTECHNOLOGY INC	COM	928298108	341,268	15,087	SH		SOLE		15,087	0	0
WABASH NATL CORP	COM	929566107	491,800	20,000	SH		SOLE		20,000	0	0
WALMART INC	COM	931142103	5,898,000	40,000	SH		SOLE		40,000	0	0
WARNER BROS DISCOVERY INC	COM SER A	934423104	507,843	33,632	SH		SOLE		33,632	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	841,600	5,000	SH		SOLE		5,000	0	0
WAVE LIFE SCIENCES LTD	SHS	Y95308105	50,661	11,700	SH		SOLE		11,700	0	0
WEBSTER FINL CORP	COM	947890109	495,036	12,558	SH		SOLE		12,558	0	0
WELLS FARGO CO NEW	COM	949746101	2,878,260	77,000	SH		SOLE		77,000	0	0
WESTERN UN CO	COM	959802109	446,000	40,000	SH		SOLE		40,000	0	0
WIDEOPENWEST INC	COM	96758W101	138,190	13,000	SH		SOLE		13,000	0	0
WILLIAMS COS INC	COM	969457100	1,045,100	35,000	SH		SOLE		35,000	0	0
WINNEBAGO INDS INC	COM	974637100	750,100	13,000	SH		SOLE		13,000	0	0
WORLD FUEL SVCS CORP	COM	981475106	332,150	13,000	SH		SOLE		13,000	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	319,410	3,500	SH		SOLE		3,500	0	0
WW INTL INC	COM	98262P101	78,280	19,000	SH		SOLE		19,000	0	0
WYNDHAM HOTELS & RESORTS INC	COM	98311A105	1,211,733	17,859	SH		SOLE		17,859	0	0
XCEL ENERGY INC	COM	98389B100	1,095,428	16,243	SH		SOLE		16,243	0	0
XENON PHARMACEUTICALS INC	COM	98420N105	894,750	25,000	SH		SOLE		25,000	0	0
XEROX HOLDINGS CORP	COM NEW	98421M106	169,400	11,000	SH		SOLE		11,000	0	0
YELP INC	CL A	985817105	248,670	8,100	SH		SOLE		8,100	0	0
YUM BRANDS INC	COM	988498101	2,773,680	21,000	SH		SOLE		21,000	0	0
ZAI LAB LTD	ADR	98887Q104	375,838	11,300	SH		SOLE		11,300	0	0
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	258,400	2,000	SH		SOLE		2,000	0	0
ZOETIS INC	CL A	98978V103	1,860,466	11,178	SH		SOLE		11,178	0	0
ZURN ELKAY WATER SOLNS CORP	COM	98983L108	469,920	22,000	SH		SOLE		22,000	0	0