Livforsakringsbolaget Skandia, Omsesidigt 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
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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
Jackson financial inc-a	COM CL A	46817M107	357	8,528	SH		SOLE		8,528	0	0
Aflac	COM	001055102	515	8,820	SH		SOLE		8,820	0	0
Agnc Investment Corp	COM	00123Q104	81	5,360	SH		SOLE		5,360	0	0
Aes Corp	COM	00130H105	66	2,733	SH		SOLE		2,733	0	0
At&T	COM	00206R102	1,617	65,747	SH		SOLE		65,747	0	0
Abbott Laboratories	COM	002824100	2,282	16,217	SH		SOLE		16,217	0	0
AbbVie Inc	COM	00287Y109	2,205	16,283	SH		SOLE		16,283	0	0
Abiomed inc	COM	003654100	215	600	SH		SOLE		600	0	0
Activision blizzard inc	COM	00507V109	406	6,107	SH		SOLE		6,107	0	0
Adobe Systems	COM	00724F101	2,783	4,907	SH		SOLE		4,907	0	0
Advance Auto Parts	COM	00751Y106	327	1,364	SH		SOLE		1,364	0	0
Advanced Micro Devices	COM	007903107	1,525	10,600	SH		SOLE		10,600	0	0
Agilent Technologies	COM	00846U101	328	2,055	SH		SOLE		2,055	0	0
Airbnb inc-class a	COM CL A	009066101	300	1,800	SH		SOLE		1,800	0	0
Air Products & Chemicals	COM	009158106	834	2,742	SH		SOLE		2,742	0	0
Akamai Technologies	COM	00971T101	294	2,513	SH		SOLE		2,513	0	0
Albemarle Corp	COM	012653101	281	1,202	SH		SOLE		1,202	0	0
Alexandria real estate equit	COM	015271109	446	2,000	SH		SOLE		2,000	0	0
Align technology inc	COM	016255101	460	700	SH		SOLE		700	0	0
Allstate Corp	COM	020002101	132	1,125	SH		SOLE		1,125	0	0
Ally financial inc	CAP STK CL C	02005N100	190	4,000	SH		SOLE		4,000	0	0
Alnylam pharmaceuticals inc	CAP STK CL A	02043Q107	322	1,900	SH		SOLE		1,900	0	0
ALPHABET C, INC	CAP STK CL A	02079K107	7,813	2,700	SH		SOLE		2,700	0	0
ALPHABET A	COM	02079K305	8,167	2,819	SH		SOLE		2,819	0	0
Amazon.Com	COM	023135106	13,990	4,196	SH		SOLE		4,196	0	0
American Express	COM NEW	025816109	1,021	6,240	SH		SOLE		6,240	0	0
American Financial Group	COM	025932104	151	1,100	SH		SOLE		1,100	0	0
American International Group	COM	026874784	397	6,988	SH		SOLE		6,988	0	0
American Tower Corp	COM	03027X100	1,136	3,884	SH		SOLE		3,884	0	0
American Water Works Co Inc	COM	030420103	720	3,811	SH		SOLE		3,811	0	0
Amerisourcebergen	COM	03073E105	398	2,994	SH		SOLE		2,994	0	0
Ameriprise Financial	COM	03076C106	224	743	SH		SOLE		743	0	0
Ametek	CL A	031100100	178	1,209	SH		SOLE		1,209	0	0
Amgen	COM	031162100	1,275	5,666	SH		SOLE		5,666	0	0
Amphenol Corp	COM	032095101	378	4,320	SH		SOLE		4,320	0	0
Analog Devices	COM	032654105	645	3,670	SH		SOLE		3,670	0	0
Annaly Capital Mgmt	COM	035710409	177	22,685	SH		SOLE		22,685	0	0
ANSYS Inc	COM CL A	03662Q105	243	606	SH		SOLE		606	0	0
Wellpoint	COM	036752103	1,195	2,578	SH		SOLE		2,578	0	0
Apple	COM	037833100	27,627	155,584	SH		SOLE		155,584	0	0
Applied Materials	COM	038222105	1,292	8,214	SH		SOLE		8,214	0	0
Aramark	COM	03852U106	81	2,200	SH		SOLE		2,200	0	0
Archer-Daniels-Midland	COM	039483102	376	5,563	SH		SOLE		5,563	0	0
Arista networks inc	COM	040413106	43	300	SH		SOLE		300	0	0
Arrow Electronics	COM	042735100	179	1,330	SH		SOLE		1,330	0	0
Atmos energy corp	COM	049560105	272	2,600	SH		SOLE		2,600	0	0
Autodesk	COM	052769106	446	1,585	SH		SOLE		1,585	0	0
Autoliv Inc	COM	052800109	155	1,500	SH		SOLE		1,500	0	0
Automatic Data Process	COM	053015103	1,087	4,410	SH		SOLE		4,410	0	0
Autozone	COM	053332102	434	207	SH		SOLE		207	0	0
Avalara inc	COM	05338G106	181	1,400	SH		SOLE		1,400	0	0
Avalonbay Communities	COM	053484101	575	2,275	SH		SOLE		2,275	0	0
Avantor inc	CL A	05352A100	341	8,100	SH		SOLE		8,100	0	0
Avery Dennison Corp	COM	053611109	347	1,601	SH		SOLE		1,601	0	0
Baker Hughes Co	COM	05722G100	252	10,491	SH		SOLE		10,491	0	0
Ball Corp	COM	058498106	309	3,214	SH		SOLE		3,214	0	0
Bank Of America Corp	COM	060505104	3,036	68,252	SH		SOLE		68,252	0	0
Bank New York Mellon	COM	064058100	354	6,089	SH		SOLE		6,089	0	0
Bath & Body Works Inc	COM	070830104	237	3,400	SH		SOLE		3,400	0	0
Baxter International	COM	071813109	388	4,515	SH		SOLE		4,515	0	0
Becton Dickinson	CL B NEW	075887109	619	2,460	SH		SOLE		2,460	0	0
Bentley systems inc-class b	COM CL B	08265T208	126	2,600	SH		SOLE		2,600	0	0
Berkley (W.R.) Corp	COM CL B	084423102	232	2,821	SH		SOLE		2,821	0	0
Berkshire Hathaway B	COM	084670702	3,670	12,277	SH		SOLE		12,277	0	0
Best Buy Co	CL A	086516101	354	3,487	SH		SOLE		3,487	0	0
Bio-rad laboratories-a	COM	090572207	302	400	SH		SOLE		400	0	0
BIOMARIN PHARMACEUTICAL	COM	09061G101	320	3,620	SH		SOLE		3,620	0	0
Biogen Idec	COM	09062X103	304	1,267	SH		SOLE		1,267	0	0
Black knight inc	COM	09215C105	116	1,400	SH		SOLE		1,400	0	0
Blackrock	COM	09247X101	1,211	1,323	SH		SOLE		1,323	0	0
Blackstone group inc/the-a	CL A	09260D107	673	5,200	SH		SOLE		5,200	0	0
Booking Holdings Inc	COM	09857L108	729	304	SH		SOLE		304	0	0
Booz allen hamilton holdings	COM	099502106	127	1,500	SH		SOLE		1,500	0	0
Borgwarner	COM	099724106	127	2,814	SH		SOLE		2,814	0	0
Boston Properties	COM	101121101	335	2,908	SH		SOLE		2,908	0	0
Boston Scientific Corp	CL A	101137107	567	13,347	SH		SOLE		13,347	0	0
Bristol-Myers Squibb Co	COM	110122108	1,403	22,506	SH		SOLE		22,506	0	0
Broadridge financial solutio	COM	11133T103	256	1,400	SH		SOLE		1,400	0	0
Broadcom inc	CL B	11135F101	2,278	3,424	SH		SOLE		3,424	0	0
Brown & brown inc	COM	115236101	225	3,200	SH		SOLE		3,200	0	0
Brown-Forman Corp B	COM	115637209	197	2,702	SH		SOLE		2,702	0	0
Burlington stores inc	COM	122017106	262	900	SH		SOLE		900	0	0
Cboe holdings inc	COM	12503M108	156	1,200	SH		SOLE		1,200	0	0
CBRE Group Inc	COM NEW	12504L109	327	3,010	SH		SOLE		3,010	0	0
Cdw corp/de	COM	12514G108	328	1,600	SH		SOLE		1,600	0	0
Cigna corp	COM	125523100	819	3,565	SH		SOLE		3,565	0	0
Cme Group	COM	12572Q105	745	3,259	SH		SOLE		3,259	0	0
CMS Energy	COM	125896100	408	6,279	SH		SOLE		6,279	0	0
Csx Corp	COM	126408103	1,105	29,395	SH		SOLE		29,395	0	0
Cvs/Caremark	COM	126650100	1,256	12,182	SH		SOLE		12,182	0	0
Cable one inc	COM	12685J105	176	100	SH		SOLE		100	0	0
Cadence Design	COM	127387108	466	2,500	SH		SOLE		2,500	0	0
Caesars entertainment inc	COM	12769G100	252	2,700	SH		SOLE		2,700	0	0
Camden Property Trust	COM	133131102	369	2,065	SH		SOLE		2,065	0	0
Campbell Soup	COM	134429109	61	1,393	SH		SOLE		1,393	0	0
Capital One Financial	COM	14040H105	544	3,747	SH		SOLE		3,747	0	0
Cardinal Health	COM	14149Y108	293	5,699	SH		SOLE		5,699	0	0
Carmax	COM	143130102	279	2,139	SH		SOLE		2,139	0	0
Carlyle group inc/the	COM	14316J108	82	1,500	SH		SOLE		1,500	0	0
Carrier global corp	COM	14448C104	364	6,712	SH		SOLE		6,712	0	0
Carvana co	COM SER A	146869102	232	1,000	SH		SOLE		1,000	0	0
Catalent inc	COM SER A	148806102	243	1,900	SH		SOLE		1,900	0	0
Caterpillar	COM	149123101	706	3,413	SH		SOLE		3,413	0	0
Celanese Corp	COM	150870103	108	643	SH		SOLE		643	0	0
Centene Corp	COM	15135B101	438	5,314	SH		SOLE		5,314	0	0
Centerpoint Energy	COM	15189T107	112	4,009	SH		SOLE		4,009	0	0
Ceridian hcm holding inc	COM	15677J108	230	2,200	SH		SOLE		2,200	0	0
Cerner Corp	CL A	156782104	224	2,410	SH		SOLE		2,410	0	0
Charter communications inc-a	CL A	16119P108	817	1,253	SH		SOLE		1,253	0	0
CHENIERE ENERGY	COM	16411R208	391	3,862	SH		SOLE		3,862	0	0
Chewy inc - class a	COM	16679L109	83	1,400	SH		SOLE		1,400	0	0
Chipotle mexican grill inc	COM	169656105	241	138	SH		SOLE		138	0	0
Church & Dwight Co	COM	171340102	389	3,792	SH		SOLE		3,792	0	0
Cincinnati Finl Corp	COM	172062101	178	1,563	SH		SOLE		1,563	0	0
Cisco Systems	COM NEW	17275R102	2,532	39,957	SH		SOLE		39,957	0	0
Cintas Corp	COM	172908105	332	749	SH		SOLE		749	0	0
Citigroup	COM	172967424	1,065	17,648	SH		SOLE		17,648	0	0
Citizens financial group	COM	174610105	274	5,800	SH		SOLE		5,800	0	0
Citrix Systems	COM	177376100	193	2,038	SH		SOLE		2,038	0	0
Clorox Co	COM	189054109	253	1,451	SH		SOLE		1,451	0	0
Cloudflare inc - class a	COM	18915M107	263	2,000	SH		SOLE		2,000	0	0
Coca-Cola Co	CL A	191216100	2,023	34,169	SH		SOLE		34,169	0	0
Cognex corp	COM	192422103	210	2,700	SH		SOLE		2,700	0	0
Cognizant Tech Solutions	COM	192446102	330	3,720	SH		SOLE		3,720	0	0
Colgate-Palmolive	CL A	194162103	812	9,519	SH		SOLE		9,519	0	0
Comcast Corp A (New)	COM	20030N101	2,165	43,012	SH		SOLE		43,012	0	0
Conagra Brands Inc	CL A	205887102	119	3,476	SH		SOLE		3,476	0	0
Consolidated Edison	COM	209115104	427	5,003	SH		SOLE		5,003	0	0
Constellation Brands A	COM	21036P108	456	1,818	SH		SOLE		1,818	0	0
Cooper cos inc/the	COM	216648402	419	1,000	SH		SOLE		1,000	0	0
Copart inc	COM	217204106	364	2,400	SH		SOLE		2,400	0	0
Corning	COM	219350105	303	8,143	SH		SOLE		8,143	0	0
Corteva inc-w/i	COM	22052L104	154	3,265	SH		SOLE		3,265	0	0
Costco Wholesale Corp	COM	22160K105	2,167	3,817	SH		SOLE		3,817	0	0
Costar group inc	CL A	22160N109	371	4,700	SH		SOLE		4,700	0	0
Coupa software inc	COM	22266L106	158	1,000	SH		SOLE		1,000	0	0
Crowdstrike holdings inc - a	COM	22788C105	328	1,600	SH		SOLE		1,600	0	0
Crown Castle Int'L	COM	22822V101	702	3,365	SH		SOLE		3,365	0	0
Crown Holdings	COM	228368106	301	2,724	SH		SOLE		2,724	0	0
Cummins	COM	231021106	343	1,574	SH		SOLE		1,574	0	0
D.R. Horton	COM	23331A109	453	4,177	SH		SOLE		4,177	0	0
Danaher Corp	CIN	235851102	1,965	5,972	SH		SOLE		5,972	0	0
Darden Restaurants	CIN	237194105	155	1,031	SH		SOLE		1,031	0	0
Datadog inc - class a	CL C	23804L103	214	1,200	SH		SOLE		1,200	0	0
Davita	COM NEW	23918K108	144	1,269	SH		SOLE		1,269	0	0
Deere & Co	COM NEW	244199105	837	2,442	SH		SOLE		2,442	0	0
Dell Technologies - C	COM	24703L202	208	3,700	SH		SOLE		3,700	0	0
Delta Air Lines Inc	COM	247361702	59	1,515	SH		SOLE		1,515	0	0
Dentsply sirona inc	COM	24906P109	321	5,757	SH		SOLE		5,757	0	0
Dexcom inc	COM	252131107	430	800	SH		SOLE		800	0	0
Digital realty trust inc	COM	253868103	465	2,627	SH		SOLE		2,627	0	0
Disney (Walt)	COM	254687106	2,574	16,618	SH		SOLE		16,618	0	0
Discover Financial	COM SER C	254709108	248	2,149	SH		SOLE		2,149	0	0
DISCOVERY INC A	CL A	25470F104	32	1,358	SH		SOLE		1,358	0	0
DISCOVERY INC C	COM	25470F302	95	4,131	SH		SOLE		4,131	0	0
Dish Network A	COM	25470M109	73	2,262	SH		SOLE		2,262	0	0
Docusign inc	COM	256163106	259	1,700	SH		SOLE		1,700	0	0
Dollar general corp	COM	256677105	361	1,530	SH		SOLE		1,530	0	0
Dollar tree inc	COM	256746108	170	1,212	SH		SOLE		1,212	0	0
Dominion Energy	COM	25746U109	427	5,430	SH		SOLE		5,430	0	0
Dominos pizza inc	CL A	25754A201	113	200	SH		SOLE		200	0	0
Dover Corp	COM	260003108	170	936	SH		SOLE		936	0	0
Dow inc-w/i	COM	260557103	336	5,932	SH		SOLE		5,932	0	0
Dropbox inc-class a	COM	26210C104	125	5,100	SH		SOLE		5,100	0	0
Duke Realty Corp	COM	264411505	259	3,940	SH		SOLE		3,940	0	0
DuPont de Nemours Inc	COM NEW	26614N102	286	3,542	SH		SOLE		3,542	0	0
Dynatrace inc	COM NEW	268150109	181	3,000	SH		SOLE		3,000	0	0
Eog Resources	COM NON VTG	26875P101	322	3,630	SH		SOLE		3,630	0	0
Eastman Chemical Co	COM	277432100	190	1,573	SH		SOLE		1,573	0	0
Ebay	COM	278642103	367	5,526	SH		SOLE		5,526	0	0
Ecolab	COM	278865100	490	2,091	SH		SOLE		2,091	0	0
Edison International	COM	281020107	162	2,376	SH		SOLE		2,376	0	0
Edwards Lifesciences Corp	COM	28176E108	834	6,440	SH		SOLE		6,440	0	0
Electronic Arts	COM	285512109	353	2,679	SH		SOLE		2,679	0	0
Emerson Electric Co	CL A	291011104	355	3,819	SH		SOLE		3,819	0	0
Enphase energy inc	COM	29355A107	183	1,000	SH		SOLE		1,000	0	0
Epam systems inc	COM	29414B104	201	300	SH		SOLE		300	0	0
Equifax	COM	294429105	244	835	SH		SOLE		835	0	0
Equinix Inc	COM	29444U700	804	950	SH		SOLE		950	0	0
Equity lifestyle properties	COM	29472R108	184	2,100	SH		SOLE		2,100	0	0
Equity Residential	COM	29476L107	472	5,220	SH		SOLE		5,220	0	0
Erie indemnity company-cl a	CL A	29530P102	58	300	SH		SOLE		300	0	0
Essential Utilities Inc	COM	29670G102	263	4,900	SH		SOLE		4,900	0	0
Essex property trust inc	COM	297178105	352	1,000	SH		SOLE		1,000	0	0
Etsy inc	COM	29786A106	197	900	SH		SOLE		900	0	0
Eversource Energy	COM NEW	30040W108	405	4,448	SH		SOLE		4,448	0	0
Exact sciences corp	COM	30063P105	187	2,400	SH		SOLE		2,400	0	0
Exelon Corp	COM	30161N101	274	4,737	SH		SOLE		4,737	0	0
EXPEDIA GROUP INC	COM	30212P303	151	837	SH		SOLE		837	0	0
Expeditors Intl Wash.	COM NEW	302130109	184	1,372	SH		SOLE		1,372	0	0
Extra space storage inc	COM NEW	30225T102	363	1,600	SH		SOLE		1,600	0	0
Facebook Inc	COM	30303M102	7,364	21,896	SH		SOLE		21,896	0	0
Factset research systems inc	COM	303075105	97	200	SH		SOLE		200	0	0
Fair isaac corp	CL C	303250104	130	300	SH		SOLE		300	0	0
Fastenal Co	COM	311900104	244	3,810	SH		SOLE		3,810	0	0
Fedex Corp	COM	31428X106	485	1,876	SH		SOLE		1,876	0	0
F5 networks inc	COM	315616102	308	1,257	SH		SOLE		1,257	0	0
Fidelity Nat'L Info Svcs	COM	31620M106	495	4,535	SH		SOLE		4,535	0	0
Fnf group	COM	31620R303	117	2,237	SH		SOLE		2,237	0	0
Fifth Third Bancorp	COM	316773100	392	9,013	SH		SOLE		9,013	0	0
First Republic Bank/CA	COM PAR .001	33616C100	266	1,290	SH		SOLE		1,290	0	0
Fiserv	COM	337738108	438	4,219	SH		SOLE		4,219	0	0
Fleetcor technologies inc	COM	339041105	195	873	SH		SOLE		873	0	0
Ford Motor Co	COM	345370860	483	23,243	SH		SOLE		23,243	0	0
Fortinet inc	COM	34959E109	503	1,400	SH		SOLE		1,400	0	0
Fortive corp	CL B COM	34959J108	49	643	SH		SOLE		643	0	0
Fortune brands home & securi	COM	34964C106	299	2,800	SH		SOLE		2,800	0	0
Fox Corp A	COM	35137L105	137	3,700	SH		SOLE		3,700	0	0
Fox corp	COM	35137L204	69	2,000	SH		SOLE		2,000	0	0
Franklin Resources	CL A	354613101	166	4,963	SH		SOLE		4,963	0	0
Arthur j gallagher & co	COM	363576109	271	1,600	SH		SOLE		1,600	0	0
Gartner inc	COM	366651107	301	900	SH		SOLE		900	0	0
Generac holdings inc	COM	368736104	211	600	SH		SOLE		600	0	0
General Electric Co	COM NEW	369604301	886	9,380	SH		SOLE		9,380	0	0
General mills inc	COM	370334104	274	4,060	SH		SOLE		4,060	0	0
General motors co	COM NEW	37045V100	569	9,711	SH		SOLE		9,711	0	0
Genuine Parts	COM	372460105	387	2,763	SH		SOLE		2,763	0	0
Gilead Sciences	COM	375558103	880	12,117	SH		SOLE		12,117	0	0
GLOBAL PAYMENTS	COM	37940X102	248	1,831	SH		SOLE		1,831	0	0
Globe Life Inc	COM	37959E102	304	3,247	SH		SOLE		3,247	0	0
Godaddy inc - class a	COM	380237107	153	1,800	SH		SOLE		1,800	0	0
Goldman Sachs Group	COM	38141G104	1,025	2,679	SH		SOLE		2,679	0	0
Grainger (Ww)	COM	384802104	253	489	SH		SOLE		489	0	0
Guidewire software inc	COM	40171V100	79	700	SH		SOLE		700	0	0
Hca Healthcare Inc	COM	40412C101	638	2,482	SH		SOLE		2,482	0	0
Hewlett-Packard Co	COM	40434L105	593	15,751	SH		SOLE		15,751	0	0
Halliburton	COM	406216101	169	7,412	SH		SOLE		7,412	0	0
Hartford Financial Svcs	COM	416515104	381	5,514	SH		SOLE		5,514	0	0
Hasbro	COM	418056107	304	2,985	SH		SOLE		2,985	0	0
Healthpeak Properties Inc	COM	42250P103	290	8,026	SH		SOLE		8,026	0	0
Jack henry & associates inc	COM	426281101	200	1,200	SH		SOLE		1,200	0	0
Hershey Co (The)	COM	427866108	137	708	SH		SOLE		708	0	0
Hess	COM	42809H107	248	3,356	SH		SOLE		3,356	0	0
Hewlett packard ent co	COM	42824C109	382	24,251	SH		SOLE		24,251	0	0
Hilton worldwide holdings in	COM	43300A203	333	2,133	SH		SOLE		2,133	0	0
Hologic	COM	436440101	300	3,922	SH		SOLE		3,922	0	0
Home Depot	COM	437076102	4,326	10,424	SH		SOLE		10,424	0	0
Host Hotels & Resorts	COM	44107P104	199	11,439	SH		SOLE		11,439	0	0
Howmet Aerospace Inc	COM	443201108	107	3,351	SH		SOLE		3,351	0	0
Hubspot inc	COM	443573100	264	400	SH		SOLE		400	0	0
Humana	COM	444859102	553	1,193	SH		SOLE		1,193	0	0
Hunt (J.B.) Transport	COM	445658107	180	883	SH		SOLE		883	0	0
Huntington Bancshares	COM	446150104	310	20,100	SH		SOLE		20,100	0	0
IAC/InterActiveCorp	COM NEW	44891N208	105	800	SH		SOLE		800	0	0
Ipg photonics corp	COM	44980X109	52	300	SH		SOLE		300	0	0
Idexx laboratories inc	COM NEW	45168D104	329	500	SH		SOLE		500	0	0
Illinois Tool Works	COM	452308109	662	2,684	SH		SOLE		2,684	0	0
Illumina	COM	452327109	512	1,347	SH		SOLE		1,347	0	0
Incyte corp	COM	45337C102	272	3,700	SH		SOLE		3,700	0	0
Ingersoll-rand inc	COM	45687V106	220	3,561	SH		SOLE		3,561	0	0
Insulet corp	COM	45784P101	213	800	SH		SOLE		800	0	0
Intel Corp	COM	458140100	1,847	35,870	SH		SOLE		35,870	0	0
Intercontinentalexchange Group inc	COM	45866F104	721	5,270	SH		SOLE		5,270	0	0
Intl business machines corp	COM	459200101	1,098	8,216	SH		SOLE		8,216	0	0
Intl flavors & fragrances	COM	459506101	278	1,844	SH		SOLE		1,844	0	0
Int'L Paper Co	COM	460146103	271	5,776	SH		SOLE		5,776	0	0
Interpublic Group Of Cos	COM	460690100	183	4,887	SH		SOLE		4,887	0	0
Intuit	COM	461202103	1,500	2,333	SH		SOLE		2,333	0	0
Intuitive Surgical	COM	46120E602	280	781	SH		SOLE		781	0	0
Invitation homes inc	COM	46187W107	304	6,700	SH		SOLE		6,700	0	0
IQVIA Holdings Inc	COM	46266C105	404	1,433	SH		SOLE		1,433	0	0
Iron Mountain	COM	46284V101	144	2,761	SH		SOLE		2,761	0	0
Jpmorgan Chase & Co	COM	46625H100	4,210	26,592	SH		SOLE		26,592	0	0
Johnson & Johnson	COM	478160104	4,218	24,664	SH		SOLE		24,664	0	0
Juniper Networks	CL A	48203R104	352	9,862	SH		SOLE		9,862	0	0
Kla Tencor Corp	COM NEW	482480100	441	1,026	SH		SOLE		1,026	0	0
Kkr & co inc -a	COM	48251W104	276	3,700	SH		SOLE		3,700	0	0
Kellogg Co	COM	487836108	75	1,168	SH		SOLE		1,168	0	0
Keurig dr pepper inc	COM	49271V100	262	7,100	SH		SOLE		7,100	0	0
Keycorp	COM	493267108	329	14,213	SH		SOLE		14,213	0	0
Keysight technologies in-w/i	CL A	49338L103	434	2,100	SH		SOLE		2,100	0	0
Kimberly-Clark Corp	COM	494368103	495	3,465	SH		SOLE		3,465	0	0
Kraft Heinz co/the	COM	500754106	44	1,216	SH		SOLE		1,216	0	0
Kroger Co	COM	501044101	420	9,286	SH		SOLE		9,286	0	0
Kyndryl holdings inc-w/i	COMMON STOCK	50155Q100	45	2,483	SH		SOLE		2,483	0	0
LKQ Corp	COM NEW	501889208	134	2,227	SH		SOLE		2,227	0	0
L3Harris Technologies Inc	COM	502431109	122	574	SH		SOLE		574	0	0
Laboratory Corp Of Amer	COM	50540R409	299	952	SH		SOLE		952	0	0
Lam Research Corp	COM	512807108	830	1,154	SH		SOLE		1,154	0	0
Las Vegas Sands Corp	COM NEW	517834107	149	3,958	SH		SOLE		3,958	0	0
Estee Lauder Cos A	COM	518439104	723	1,954	SH		SOLE		1,954	0	0
Lear Corp	CL A	521865204	183	1,000	SH		SOLE		1,000	0	0
Lennar Corp Cl A	COM SER A	526057104	388	3,341	SH		SOLE		3,341	0	0
Lennox international inc	COM A SIRIUSXM	526107107	97	300	SH		SOLE		300	0	0
Liberty Broadband C	COM SER C FRMLA	530307305	290	1,800	SH		SOLE		1,800	0	0
Liberty Formula	COM	531229409	37	728	SH		SOLE		728	0	0
Lilly (Eli) & Co	COM	532457108	2,061	7,465	SH		SOLE		7,465	0	0
Lincoln National Corp	COM	534187109	309	4,523	SH		SOLE		4,523	0	0
Live nation entertainment in	COM	538034109	323	2,700	SH		SOLE		2,700	0	0
Loews Corp	COM	540424108	165	2,858	SH		SOLE		2,858	0	0
Lowe'S Cos	COM	548661107	1,836	7,102	SH		SOLE		7,102	0	0
Lululemon athletica inc	COM	550021109	360	921	SH		SOLE		921	0	0
Lumen Technologies Inc	COM	550241103	190	15,144	SH		SOLE		15,144	0	0
Lyft inc-a	CL A COM	55087P104	179	4,200	SH		SOLE		4,200	0	0
M & T Bank Corp	CL A	55261F104	216	1,408	SH		SOLE		1,408	0	0
Mgm Mirage	COM	552953101	234	5,207	SH		SOLE		5,207	0	0
Msci inc	COM	55354G100	429	700	SH		SOLE		700	0	0
Markel corp	CL A COM	570535104	74	60	SH		SOLE		60	0	0
Marketaxess holdings inc	COM	57060D108	247	600	SH		SOLE		600	0	0
Marsh & Mclennan Cos	COM	571748102	905	5,211	SH		SOLE		5,211	0	0
Marriott Int'L A	COM	571903202	348	2,107	SH		SOLE		2,107	0	0
Martin Marietta Matrls	COM	573284106	267	606	SH		SOLE		606	0	0
Marvell Technology Group	COM	573874104	551	6,296	SH		SOLE		6,296	0	0
Masco Corp	CL A	574599106	359	5,112	SH		SOLE		5,112	0	0
Masimo corp	CL A	574795100	263	900	SH		SOLE		900	0	0
Mastercard A	COM	57636Q104	2,740	7,625	SH		SOLE		7,625	0	0
Match group inc	COM	57667L107	416	3,146	SH		SOLE		3,146	0	0
Mccormick & Co Nv	COM	579780206	278	2,882	SH		SOLE		2,882	0	0
Mcdonalds corp	COM	580135101	1,439	5,369	SH		SOLE		5,369	0	0
Mckesson	ADR	58155Q103	498	2,003	SH		SOLE		2,003	0	0
Medical properties trust inc	COM	58463J304	283	12,000	SH		SOLE		12,000	0	0
Mercadolibre inc	COM	58733R102	539	400	SH		SOLE		400	0	0
Merck & Co	COM	58933Y105	1,896	24,743	SH		SOLE		24,743	0	0
Metlife	COM	59156R108	490	7,848	SH		SOLE		7,848	0	0
Mettler-toledo international	COM	592688105	243	143	SH		SOLE		143	0	0
Microsoft Corp	COM	594918104	22,574	67,142	SH		SOLE		67,142	0	0
Microchip Technology	COM	595017104	81	930	SH		SOLE		930	0	0
Micron Technology	COM	595112103	888	9,536	SH		SOLE		9,536	0	0
Mid-america apartment comm	COM	59522J103	505	2,200	SH		SOLE		2,200	0	0
Moderna inc	COM	60770K107	762	3,000	SH		SOLE		3,000	0	0
Mohawk Industries	CL B	608190104	226	1,240	SH		SOLE		1,240	0	0
Molina HealthCare Inc	CL A	60855R100	286	900	SH		SOLE		900	0	0
Molson Coors Brewing B	CL B	60871R209	95	2,042	SH		SOLE		2,042	0	0
Mondelez International Inc	COM	609207105	562	8,470	SH		SOLE		8,470	0	0
Mongodb inc	COM	60937P106	371	700	SH		SOLE		700	0	0
Monolithic power systems inc	COM NEW	609839105	148	300	SH		SOLE		300	0	0
Monster Beverage Corproration	COM NEW	61174X109	249	2,592	SH		SOLE		2,592	0	0
Moodys Corp	COM	615369105	711	1,822	SH		SOLE		1,822	0	0
Morgan Stanley	COM NEW	617446448	1,213	12,363	SH		SOLE		12,363	0	0
Mosaic co/the	COM	61945C103	140	3,570	SH		SOLE		3,570	0	0
Motorola	COM	620076307	462	1,701	SH		SOLE		1,701	0	0
Nvr inc	CL A	62944T105	236	40	SH		SOLE		40	0	0
Nasdaq Omx Group	COM	631103108	261	1,242	SH		SOLE		1,242	0	0
Netapp	COM	64110D104	321	3,491	SH		SOLE		3,491	0	0
Netflix inc	COM	64110L106	2,390	3,967	SH		SOLE		3,967	0	0
Neurocrine biosciences inc	CL A	64125C109	102	1,200	SH		SOLE		1,200	0	0
Newell Rubbermaid	COM	651229106	94	4,312	SH		SOLE		4,312	0	0
Newmont goldcorp corp	CL B	651639106	300	4,843	SH		SOLE		4,843	0	0
NEWS CORP - CLASS A	CL B	65249B109	141	6,314	SH		SOLE		6,314	0	0
Nextera Energy Inc	COM	65339F101	1,668	17,868	SH		SOLE		17,868	0	0
Nike B	COM	654106103	1,918	11,506	SH		SOLE		11,506	0	0
Nisource	COM	65473P105	52	1,900	SH		SOLE		1,900	0	0
Nordson corp	COM	655663102	26	100	SH		SOLE		100	0	0
Norfolk Southern Corp	COM	655844108	907	3,046	SH		SOLE		3,046	0	0
Northern Trust Corp	COM	665859104	275	2,298	SH		SOLE		2,298	0	0
NortonLifeLock Inc	COM	668771108	245	9,445	SH		SOLE		9,445	0	0
Novavax inc	COM NEW	670002401	157	1,100	SH		SOLE		1,100	0	0
Nvidia	COM	67066G104	6,767	23,008	SH		SOLE		23,008	0	0
O'Reilly Automotive Inc	CL A	67103H107	499	707	SH		SOLE		707	0	0
Occidental Petroleum	COM	674599105	184	6,337	SH		SOLE		6,337	0	0
Okta inc	COM NEW	679295105	247	1,100	SH		SOLE		1,100	0	0
Old dominion freight line	COM	679580100	340	950	SH		SOLE		950	0	0
Omnicom Group	COM	681919106	184	2,518	SH		SOLE		2,518	0	0
On semiconductor corp	COM	682189105	272	4,000	SH		SOLE		4,000	0	0
Oneok	COM	682680103	332	5,643	SH		SOLE		5,643	0	0
Oracle Corp	COM	68389X105	1,509	17,307	SH		SOLE		17,307	0	0
Orion office reit inc	COM	68629Y103	2	125	SH		SOLE		125	0	0
Otis worldwide corp	COM	68902V107	423	4,856	SH		SOLE		4,856	0	0
Owens corning	COM	690742101	317	3,500	SH		SOLE		3,500	0	0
Pg&E Corp	COM	69331C108	271	22,300	SH		SOLE		22,300	0	0
Pnc Finl Services Group	COM	693475105	733	3,656	SH		SOLE		3,656	0	0
Ppg Industries	COM	693506107	291	1,688	SH		SOLE		1,688	0	0
Ptc inc	COM	69370C100	157	1,300	SH		SOLE		1,300	0	0
Paccar	COM	693718108	34	387	SH		SOLE		387	0	0
Packaging corp of america	COM	695156109	395	2,900	SH		SOLE		2,900	0	0
Palantir technologies inc-a	CL A	69608A108	350	19,200	SH		SOLE		19,200	0	0
Palo alto networks inc	COM	697435105	612	1,100	SH		SOLE		1,100	0	0
Parker Hannifin Corp	COM	701094104	237	746	SH		SOLE		746	0	0
Paychex	COM	704326107	368	2,698	SH		SOLE		2,698	0	0
Paycom software inc	COM	70432V102	332	800	SH		SOLE		800	0	0
Paypal holdings inc-w/i	CL A	70450Y103	1,872	9,926	SH		SOLE		9,926	0	0
Peloton interactive inc-a	COM	70614W100	118	3,300	SH		SOLE		3,300	0	0
Pepsico	COM SER A	713448108	2,172	12,504	SH		SOLE		12,504	0	0
Perkinelmer inc	COM	714046109	362	1,800	SH		SOLE		1,800	0	0
Pfizer	CL A	717081103	3,069	51,977	SH		SOLE		51,977	0	0
Pinterest inc- class a	COM	72352L106	254	7,000	SH		SOLE		7,000	0	0
Pioneer Natural Res.	COM	723787107	421	2,317	SH		SOLE		2,317	0	0
Plug power inc	COM NEW	72919P202	93	3,300	SH		SOLE		3,300	0	0
Pool corp	COM	73278L105	226	400	SH		SOLE		400	0	0
Price (T. Rowe) Group	COM	74144T108	334	1,697	SH		SOLE		1,697	0	0
Principal Financial Grp	COM	74251V102	386	5,341	SH		SOLE		5,341	0	0
Procter & Gamble Co	COM	742718109	3,715	22,714	SH		SOLE		22,714	0	0
Progressive Corp	COM NEW	743315103	352	3,428	SH		SOLE		3,428	0	0
Prologis Inc	COM	74340W103	1,376	8,170	SH		SOLE		8,170	0	0
Prudential Financial	COM	744320102	526	4,858	SH		SOLE		4,858	0	0
Public Storage	COM	74460D109	345	921	SH		SOLE		921	0	0
Pulte Homes	COM	745867101	168	2,948	SH		SOLE		2,948	0	0
Qorvo inc	COM	74736K101	109	700	SH		SOLE		700	0	0
Qualcomm	COM	747525103	1,774	9,703	SH		SOLE		9,703	0	0
Quest Diagnostics	COM	74834L100	214	1,235	SH		SOLE		1,235	0	0
RAYMOND JAMES FINANCIAL	COM	754730109	174	1,732	SH		SOLE		1,732	0	0
Realty Income Corp	COM	756109104	89	1,250	SH		SOLE		1,250	0	0
Regency Centers Corp	COM	758849103	143	1,900	SH		SOLE		1,900	0	0
Regeneron Pharmaceuticals Inc	COM	75886F107	616	976	SH		SOLE		976	0	0
Regions Financial (New)	COM NEW	7591EP100	206	9,462	SH		SOLE		9,462	0	0
Republic Services	CL A	760759100	343	2,458	SH		SOLE		2,458	0	0
ResMed Inc	COM	761152107	313	1,203	SH		SOLE		1,203	0	0
Ringcentral inc-class a	COM	76680R206	225	1,200	SH		SOLE		1,200	0	0
Robert Half Int'L	COM CL A	770323103	196	1,760	SH		SOLE		1,760	0	0
Rockwell Automation	COM	773903109	326	934	SH		SOLE		934	0	0
Roku inc	COM	77543R102	319	1,400	SH		SOLE		1,400	0	0
Rollins inc	COM	775711104	69	2,025	SH		SOLE		2,025	0	0
Roper Industries	COM	776696106	472	959	SH		SOLE		959	0	0
Ross Stores	CL A	778296103	329	2,880	SH		SOLE		2,880	0	0
S&P Global Inc	COM	78409V104	1,117	2,367	SH		SOLE		2,367	0	0
Sba communications corp	COM	78410G104	247	634	SH		SOLE		634	0	0
Sei Investments Co	COM	784117103	70	1,154	SH		SOLE		1,154	0	0
Ss&c technologies holdings	COM	78467J100	66	800	SH		SOLE		800	0	0
Svb financial group	COM	78486Q101	407	600	SH		SOLE		600	0	0
Salesforce.Com	COM	79466L302	2,440	9,604	SH		SOLE		9,604	0	0
Henry Schein	COM	806407102	178	2,290	SH		SOLE		2,290	0	0
Schwab (Charles) Corp	COM	808513105	1,064	12,662	SH		SOLE		12,662	0	0
Seagen Inc	COM	81181C104	278	1,800	SH		SOLE		1,800	0	0
Sealed Air Corp	COM	81211K100	97	1,440	SH		SOLE		1,440	0	0
Sempra Energy	COM	816851109	299	2,264	SH		SOLE		2,264	0	0
Servicenow inc	COM	81762P102	1,205	1,857	SH		SOLE		1,857	0	0
Sherwin-Williams Co	COM	824348106	684	1,944	SH		SOLE		1,944	0	0
Simon Property Group	COM	828806109	390	2,444	SH		SOLE		2,444	0	0
SIRIUS XM HOLDINGS, INC	COM CL A	82968B103	75	11,767	SH		SOLE		11,767	0	0
Skyworks Solutions Inc	COM	83088M102	186	1,200	SH		SOLE		1,200	0	0
Smith (a.o.) corp	COM	831865209	112	1,300	SH		SOLE		1,300	0	0
Jm Smucker Co	COM	832696405	178	1,313	SH		SOLE		1,313	0	0
Snap-on inc	COM	833034101	22	100	SH		SOLE		100	0	0
Snap inc - a	COM	83304A106	343	7,300	SH		SOLE		7,300	0	0
Snowflake inc-class a	COM	833445109	508	1,500	SH		SOLE		1,500	0	0
Solaredge technologies inc	COM	83417M104	224	800	SH		SOLE		800	0	0
Splunk inc	CL A	848637104	278	2,400	SH		SOLE		2,400	0	0
Square inc - a	COM	852234103	533	3,300	SH		SOLE		3,300	0	0
Stanley Black & Decker	COM	854502101	368	1,952	SH		SOLE		1,952	0	0
Starbucks Corp	COM	855244109	1,093	9,342	SH		SOLE		9,342	0	0
State Street Corp	COM	857477103	234	2,512	SH		SOLE		2,512	0	0
Steel Dynamics	COM	858119100	211	3,400	SH		SOLE		3,400	0	0
Stryker	COM	863667101	748	2,797	SH		SOLE		2,797	0	0
Sun communities inc	COM	866674104	294	1,400	SH		SOLE		1,400	0	0
Sunrun inc	COM	86771W105	96	2,800	SH		SOLE		2,800	0	0
Sylvamo corp	COMMON STOCK	871332102	15	525	SH		SOLE		525	0	0
Synopsys	COM	871607107	440	1,194	SH		SOLE		1,194	0	0
Synchrony financial	COM	87165B103	242	5,212	SH		SOLE		5,212	0	0
Sysco Corp	COM	871829107	355	4,524	SH		SOLE		4,524	0	0
Tjx Cos	COM	872540109	814	10,728	SH		SOLE		10,728	0	0
T-mobile US Inc	COM	872590104	595	5,134	SH		SOLE		5,134	0	0
Take-two interactive softwre	COM	874054109	302	1,700	SH		SOLE		1,700	0	0
Target Corp	COM	87612E106	1,031	4,453	SH		SOLE		4,453	0	0
Teladoc health inc	COM	87918A105	165	1,800	SH		SOLE		1,800	0	0
Teledyne technologies inc	CL A VTG COM STK	879360105	44	100	SH		SOLE		100	0	0
Teleflex inc	COM	879369106	230	700	SH		SOLE		700	0	0
10x genomics inc-class a	SPONSORED ADS	88025U109	149	1,000	SH		SOLE		1,000	0	0
Teradyne inc	COM	880770102	278	1,700	SH		SOLE		1,700	0	0
Tesla inc	COM	88160R101	8,090	7,655	SH		SOLE		7,655	0	0
Texas Instruments	COM	882508104	1,414	7,501	SH		SOLE		7,501	0	0
Trade desk inc/the -class a	COM	88339J105	321	3,500	SH		SOLE		3,500	0	0
Thermo Fisher Scientific	COM	883556102	2,467	3,697	SH		SOLE		3,697	0	0
3M Co	COM	88579Y101	753	4,241	SH		SOLE		4,241	0	0
Tractor Supply Co	COM	892356106	393	1,649	SH		SOLE		1,649	0	0
TransDigm Group Inc	COM	893641100	88	139	SH		SOLE		139	0	0
Transunion	COM	89400J107	130	1,100	SH		SOLE		1,100	0	0
Travelers Cos	COM	89417E109	358	2,289	SH		SOLE		2,289	0	0
Trimble Navigation Ltd	CL A	896239100	343	3,934	SH		SOLE		3,934	0	0
Truist Financial Corp	COM	89832Q109	649	11,092	SH		SOLE		11,092	0	0
Twilio inc - a	CL A	90138F102	342	1,300	SH		SOLE		1,300	0	0
Twitter Inc	CL A	90184L102	242	5,600	SH		SOLE		5,600	0	0
Tyler technologies inc	COM	902252105	323	600	SH		SOLE		600	0	0
Tyson Foods A	COM	902494103	172	1,973	SH		SOLE		1,973	0	0
UDR Inc	COM NEW	902653104	460	7,666	SH		SOLE		7,666	0	0
Ugi corp	COM	902681105	50	1,100	SH		SOLE		1,100	0	0
Us Bancorp	COM	902973304	556	9,908	SH		SOLE		9,908	0	0
Uber technologies inc	COM	90353T100	348	8,300	SH		SOLE		8,300	0	0
Ulta Beauty, Inc	COM	90384S303	324	786	SH		SOLE		786	0	0
Union Pacific Corp	CL B	907818108	1,804	7,162	SH		SOLE		7,162	0	0
United Parcel Service B	COM	911312106	1,291	6,026	SH		SOLE		6,026	0	0
United Rentals Inc	COM	911363109	366	1,100	SH		SOLE		1,100	0	0
Unitedhealth Group	COM	91324P102	4,448	8,858	SH		SOLE		8,858	0	0
Universal health services-b	COM	913903100	166	1,284	SH		SOLE		1,284	0	0
Vf Corp	CL A COM	918204108	364	4,968	SH		SOLE		4,968	0	0
Vail resorts inc	COM	91879Q109	164	500	SH		SOLE		500	0	0
Veeva systems inc-class a	COM	922475108	281	1,100	SH		SOLE		1,100	0	0
Ventas	COM	92276F100	294	5,753	SH		SOLE		5,753	0	0
Verisign	COM	92343E102	140	552	SH		SOLE		552	0	0
Verizon communications inc	CL A	92343V104	2,177	41,907	SH		SOLE		41,907	0	0
Verisk analytics inc-class a	CL B	92345Y106	256	1,118	SH		SOLE		1,118	0	0
Vertex Pharmaceuticals	CL B	92532F100	520	2,367	SH		SOLE		2,367	0	0
ViacomCBS Inc	COM	92556H206	259	8,591	SH		SOLE		8,591	0	0
Viatris inc-w/i	CL A	92556V106	279	20,633	SH		SOLE		20,633	0	0
Vici properties inc	COM	925652109	93	3,100	SH		SOLE		3,100	0	0
Visa A	CL A COM	92826C839	3,205	14,792	SH		SOLE		14,792	0	0
Vmware inc-class a	COM	928563402	97	839	SH		SOLE		839	0	0
Vornado Realty Trust	COM	929042109	272	6,486	SH		SOLE		6,486	0	0
Vulcan Materials Co	COM	929160109	225	1,083	SH		SOLE		1,083	0	0
Wp carey inc	COM	92936U109	25	300	SH		SOLE		300	0	0
Wisconsin Energy Corp	COM	92939U106	123	1,265	SH		SOLE		1,265	0	0
Wabtec corp	COM	929740108	333	3,614	SH		SOLE		3,614	0	0
Walmart Inc	COM	931142103	1,857	12,836	SH		SOLE		12,836	0	0
Walgreen Co	COM	931427108	401	7,687	SH		SOLE		7,687	0	0
Waste Management	COM	94106L109	807	4,833	SH		SOLE		4,833	0	0
Waters Corp	COM	941848103	317	851	SH		SOLE		851	0	0
Wayfair inc- class a	COM	94419L101	190	1,000	SH		SOLE		1,000	0	0
Wells Fargo & Co	COM	949746101	1,718	35,821	SH		SOLE		35,821	0	0
Welltower Inc	COM	95040Q104	321	3,745	SH		SOLE		3,745	0	0
West pharmaceutical services	COM	955306105	328	700	SH		SOLE		700	0	0
Western Digital	COM	958102105	310	4,760	SH		SOLE		4,760	0	0
Western Union	COM	959802109	74	4,145	SH		SOLE		4,145	0	0
Westrock co	COM	96145D105	232	5,235	SH		SOLE		5,235	0	0
Weyerhaeuser Co	COM	962166104	462	11,219	SH		SOLE		11,219	0	0
Whirlpool Corp	COM	963320106	281	1,196	SH		SOLE		1,196	0	0
Williams Cos	CL A	969457100	472	18,115	SH		SOLE		18,115	0	0
WORKDAY A	COM	98138H101	519	1,902	SH		SOLE		1,902	0	0
Wynn Resorts	COM	983134107	96	1,128	SH		SOLE		1,128	0	0
Xcel Energy	COM NEW	98389B100	29	429	SH		SOLE		429	0	0
Xilinx	COM	983919101	357	1,682	SH		SOLE		1,682	0	0
Xylem inc-w/i	CL A	98419M100	412	3,438	SH		SOLE		3,438	0	0
Yum Brands	COM	988498101	326	2,347	SH		SOLE		2,347	0	0
Zebra technologies corp-cl a	CL A	989207105	298	500	SH		SOLE		500	0	0
Zendesk inc	COM	98936J101	240	2,300	SH		SOLE		2,300	0	0
Zillow group inc - c w/i	CL A	98954M101	19	300	SH		SOLE		300	0	0
Zillow group inc - c w/i	CL A	98954M200	121	1,900	SH		SOLE		1,900	0	0
Zimmer Biomet Holdings Inc	COM	98956P102	187	1,474	SH		SOLE		1,474	0	0
ZOETIS A	CL A	98978V103	654	2,679	SH		SOLE		2,679	0	0
Zscaler inc	COM	98980G102	225	700	SH		SOLE		700	0	0
Zoom video communications-a	CL A	98980L101	331	1,800	SH		SOLE		1,800	0	0
Futu holdings ltd-adr	SPON ADS CL A	36118L106	779	18,000	SH		SOLE		18,000	0	0
Melco crown entertainme-adr	COM	585464100	695	68,300	SH		SOLE		68,300	0	0
Sea ltd-adr	SPONSORD ADS	81141R100	11,275	50,400	SH		SOLE		50,400	0	0
Aflac	COM	001055102	1,571	26,900	SH		SOLE		26,900	0	0
Abbott Laboratories	SPON ADS CL A	002824100	6,825	48,500	SH		SOLE		48,500	0	0
AbbVie Inc	COM	00287Y109	10,234	75,585	SH		SOLE		75,585	0	0
Activision blizzard inc	SPONSORD ADS	00507V109	1,144	17,200	SH		SOLE		17,200	0	0
Acuity brands inc	COM	00508Y102	2,020	9,550	SH		SOLE		9,550	0	0
Acushnet holdings corp	COM	005098108	414	7,800	SH		SOLE		7,800	0	0
Adobe Systems	COM	00724F101	8,364	14,750	SH		SOLE		14,750	0	0
Advansix inc - w/i	COM	00773T101	32	676	SH		SOLE		676	0	0
Advanced Micro Devices	COM	007903107	2,403	16,700	SH		SOLE		16,700	0	0
Akamai Technologies	COM	00971T101	4,895	41,850	SH		SOLE		41,850	0	0
Alliance Data Systems	COM	018581108	133	2,002	SH		SOLE		2,002	0	0
Allstate Corp	COM	020002101	2,600	22,100	SH		SOLE		22,100	0	0
Ally financial inc	CAP STK CL C	02005N100	800	16,800	SH		SOLE		16,800	0	0
ALPHABET C, INC	CAP STK CL A	02079K107	5,961	2,060	SH		SOLE		2,060	0	0
ALPHABET A	COM	02079K305	53,160	18,350	SH		SOLE		18,350	0	0
Amazon.Com	COM	023135106	39,493	11,845	SH		SOLE		11,845	0	0
American airlines group inc	COM	02376R102	281	15,630	SH		SOLE		15,630	0	0
American axle & mfg holdings	COM	024061103	650	69,700	SH		SOLE		69,700	0	0
American eagle outfitters	COM	02553E106	582	23,000	SH		SOLE		23,000	0	0
American Equity Invt Life hl	COM NEW	025676206	1,524	39,150	SH		SOLE		39,150	0	0
American International Group	COM	026874784	6,144	108,100	SH		SOLE		108,100	0	0
Amerisourcebergen	COM	03073E105	3,920	29,500	SH		SOLE		29,500	0	0
Ameriprise Financial	COM	03076C106	4,766	15,800	SH		SOLE		15,800	0	0
Amgen	COM	031162100	9,186	40,830	SH		SOLE		40,830	0	0
Analog Devices	COM	032654105	879	5,000	SH		SOLE		5,000	0	0
Wellpoint	COM	036752103	8,923	19,250	SH		SOLE		19,250	0	0
Apple	COM	037833100	100,972	568,632	SH		SOLE		568,632	0	0
Applied Materials	COM	038222105	9,030	57,400	SH		SOLE		57,400	0	0
Archer-Daniels-Midland	COM	039483102	2,413	35,700	SH		SOLE		35,700	0	0
Arista networks inc	COM	040413106	1,811	12,600	SH		SOLE		12,600	0	0
Arrow Electronics	COM	042735100	7,412	55,200	SH		SOLE		55,200	0	0
Atkore international group i	COM	047649108	6,559	59,000	SH		SOLE		59,000	0	0
Autodesk	COM	052769106	253	900	SH		SOLE		900	0	0
Autozone	COM	053332102	7,379	3,520	SH		SOLE		3,520	0	0
B&g foods inc	COM	05508R106	916	29,800	SH		SOLE		29,800	0	0
Bank Of America Corp	COM	060505104	20,470	460,200	SH		SOLE		460,200	0	0
Bank New York Mellon	COM	064058100	1,074	18,500	SH		SOLE		18,500	0	0
Bed Bath & Beyond	COM	075896100	160	11,000	SH		SOLE		11,000	0	0
Best Buy Co	CL A	086516101	7,193	70,800	SH		SOLE		70,800	0	0
Big lots inc	COM	089302103	1,329	29,500	SH		SOLE		29,500	0	0
Biogen Idec	COM	09062X103	4,755	19,820	SH		SOLE		19,820	0	0
Block (H&R)	COM	093671105	273	11,600	SH		SOLE		11,600	0	0
Borgwarner	COM	099724106	342	7,600	SH		SOLE		7,600	0	0
Boston Scientific Corp	COM	101137107	3,776	88,900	SH		SOLE		88,900	0	0
Brighthouse financial	COM	10922N103	196	3,790	SH		SOLE		3,790	0	0
Bristol-Myers Squibb Co	COM	110122108	8,305	133,200	SH		SOLE		133,200	0	0
Broadcom inc	CL B	11135F101	10,893	16,370	SH		SOLE		16,370	0	0
Cigna corp	COM	125523100	5,153	22,440	SH		SOLE		22,440	0	0
Cna financial corp	COM	126117100	467	10,600	SH		SOLE		10,600	0	0
Csx Corp	COM	126408103	474	12,600	SH		SOLE		12,600	0	0
Cvs/Caremark	COM	126650100	5,505	53,371	SH		SOLE		53,371	0	0
Campbell Soup	COM	134429109	300	6,900	SH		SOLE		6,900	0	0
Capital One Financial	COM	14040H105	4,846	33,410	SH		SOLE		33,410	0	0
Cardinal Health	COM	14149Y108	2,585	50,200	SH		SOLE		50,200	0	0
Catalyst pharmaceuticals inc	COM	14888U101	377	55,700	SH		SOLE		55,700	0	0
Celanese Corp	COM	150870103	4,622	27,500	SH		SOLE		27,500	0	0
Centene Corp	COM	15135B101	198	2,400	SH		SOLE		2,400	0	0
Cerner Corp	CL A	156782104	1,059	11,400	SH		SOLE		11,400	0	0
Charles river laboratories	COM	159864107	780	2,070	SH		SOLE		2,070	0	0
Chemours co/the - w/i	COM	163851108	48	1,440	SH		SOLE		1,440	0	0
Cisco Systems	COM NEW	17275R102	14,224	224,500	SH		SOLE		224,500	0	0
Citi trends inc	COM	17306X102	199	2,100	SH		SOLE		2,100	0	0
Coca-Cola Co	CL A	191216100	7,443	125,710	SH		SOLE		125,710	0	0
Cognizant Tech Solutions	COM	192446102	1,955	22,040	SH		SOLE		22,040	0	0
Coherus biosciences inc	COM	19249H103	388	24,300	SH		SOLE		24,300	0	0
Colgate-Palmolive	CL A	194162103	1,553	18,200	SH		SOLE		18,200	0	0
Columbia sportswear co	COM	198516106	146	1,500	SH		SOLE		1,500	0	0
Comcast Corp A (New)	COM	20030N101	10,695	212,500	SH		SOLE		212,500	0	0
Container store group inc/th	COM	210751103	50	5,000	SH		SOLE		5,000	0	0
Crane co	COM	224399105	2,747	27,000	SH		SOLE		27,000	0	0
Cummins	COM	231021106	9,324	42,760	SH		SOLE		42,760	0	0
Customers bancorp inc	COM	23204G100	791	12,100	SH		SOLE		12,100	0	0
D.R. Horton	COM	23331A109	1,225	11,300	SH		SOLE		11,300	0	0
DXC Technology Co	CIN	23355L106	137	4,264	SH		SOLE		4,264	0	0
Danaher Corp	CIN	235851102	4,942	15,020	SH		SOLE		15,020	0	0
Darden Restaurants	COM	237194105	3,043	20,200	SH		SOLE		20,200	0	0
Deckers outdoor corp	COM	243537107	685	1,870	SH		SOLE		1,870	0	0
Delta Air Lines Inc	COM	247361702	3,759	96,200	SH		SOLE		96,200	0	0
Dentsply sirona inc	COM	24906P109	100	1,800	SH		SOLE		1,800	0	0
Dicks Sporting	COM	253393102	3,886	33,800	SH		SOLE		33,800	0	0
Disney (Walt)	COM	254687106	2,630	16,980	SH		SOLE		16,980	0	0
Discover Financial	COM SER C	254709108	1,791	15,500	SH		SOLE		15,500	0	0
DISCOVERY INC C	COM	25470F302	358	15,624	SH		SOLE		15,624	0	0
Dollar general corp	COM	256677105	2,813	11,930	SH		SOLE		11,930	0	0
Donnelley financial solution	COM	25787G100	1,290	27,361	SH		SOLE		27,361	0	0
Dover Corp	COM	260003108	291	1,600	SH		SOLE		1,600	0	0
Dropbox inc-class a	COM	26210C104	2,270	92,500	SH		SOLE		92,500	0	0
Eastman Chemical Co	COM	277432100	484	4,000	SH		SOLE		4,000	0	0
Ebay	COM	278642103	7,834	117,800	SH		SOLE		117,800	0	0
Edwards Lifesciences Corp	COM	28176E108	2,033	15,700	SH		SOLE		15,700	0	0
Electronic Arts	COM	285512109	1,992	15,100	SH		SOLE		15,100	0	0
Emerson Electric Co	CL A	291011104	827	8,900	SH		SOLE		8,900	0	0
Enova international inc	COM	29357K103	1,677	40,950	SH		SOLE		40,950	0	0
Equifax	COM	294429105	703	2,400	SH		SOLE		2,400	0	0
Equitable holdings inc	COM	29452E101	2,213	67,500	SH		SOLE		67,500	0	0
Etsy inc	COM	29786A106	197	900	SH		SOLE		900	0	0
Facebook Inc	COM	30303M102	29,078	86,458	SH		SOLE		86,458	0	0
Fastenal Co	COM	311900104	429	6,700	SH		SOLE		6,700	0	0
Federal agric mtg corp-cl c	COM	313148306	1,409	11,400	SH		SOLE		11,400	0	0
Fedex Corp	COM	31428X106	1,583	6,119	SH		SOLE		6,119	0	0
Federated national holding c	COM	31431B109	8	5,700	SH		SOLE		5,700	0	0
F5 networks inc	COM	315616102	5,611	22,930	SH		SOLE		22,930	0	0
Fidelity Nat'L Info Svcs	COM	31620M106	448	4,100	SH		SOLE		4,100	0	0
First Republic Bank/CA	COM PAR .001	33616C100	5,337	25,850	SH		SOLE		25,850	0	0
Fiserv	COM	337738108	2,091	20,150	SH		SOLE		20,150	0	0
Flagstar bancorp inc	COM	337930705	2,066	43,100	SH		SOLE		43,100	0	0
Flowers foods inc	COM	343498101	225	8,200	SH		SOLE		8,200	0	0
Foot locker inc	COM	344849104	2,771	63,500	SH		SOLE		63,500	0	0
Ford Motor Co	COM	345370860	4,632	223,100	SH		SOLE		223,100	0	0
Gms inc	COM	36251C103	2,604	43,314	SH		SOLE		43,314	0	0
Gannett co inc	COM	36472T109	56	10,474	SH		SOLE		10,474	0	0
Gap	COM	364760108	2,519	142,800	SH		SOLE		142,800	0	0
Generac holdings inc	COM	368736104	922	2,620	SH		SOLE		2,620	0	0
General motors co	COM	37045V100	8,913	152,050	SH		SOLE		152,050	0	0
Gilead Sciences	COM	375558103	9,143	125,920	SH		SOLE		125,920	0	0
GLOBAL PAYMENTS	COM	37940X102	1,219	9,020	SH		SOLE		9,020	0	0
Goldman Sachs Group	COM	38141G104	13,356	34,920	SH		SOLE		34,920	0	0
Grainger (Ww)	COM	384802104	4,141	7,990	SH		SOLE		7,990	0	0
Graphic packaging holding co	COM	388689101	133	6,800	SH		SOLE		6,800	0	0
Great western bancorp inc	COM	391416104	3,161	93,112	SH		SOLE		93,112	0	0
Group 1 automotive inc	COM	398905109	429	2,200	SH		SOLE		2,200	0	0
Guess inc	COM	401617105	426	18,000	SH		SOLE		18,000	0	0
Hca Healthcare Inc	COM	40412C101	4,136	16,100	SH		SOLE		16,100	0	0
Hewlett-Packard Co	COM	40434L105	6,743	179,100	SH		SOLE		179,100	0	0
Hanesbrands inc	COM	410345102	1,323	79,100	SH		SOLE		79,100	0	0
Hartford Financial Svcs	COM	416515104	2,161	31,300	SH		SOLE		31,300	0	0
Hershey Co (The)	COM	427866108	996	5,150	SH		SOLE		5,150	0	0
Hewlett packard ent co	COM	42824C109	4,109	260,700	SH		SOLE		260,700	0	0
Hologic	COM	436440101	536	7,000	SH		SOLE		7,000	0	0
Home Depot	COM	437076102	7,179	17,300	SH		SOLE		17,300	0	0
Hubbell inc	COM	443510607	187	900	SH		SOLE		900	0	0
Huntington Bancshares	COM	446150104	350	22,700	SH		SOLE		22,700	0	0
Intel Corp	COM	458140100	2,292	44,500	SH		SOLE		44,500	0	0
Interface inc	COM	458665304	287	18,000	SH		SOLE		18,000	0	0
Intl business machines corp	COM	459200101	4,089	30,600	SH		SOLE		30,600	0	0
Int'L Paper Co	COM	460146103	1,301	27,700	SH		SOLE		27,700	0	0
Interpublic Group Of Cos	COM	460690100	8,926	238,400	SH		SOLE		238,400	0	0
Intuit	COM	461202103	2,727	4,240	SH		SOLE		4,240	0	0
Jpmorgan Chase & Co	COM	46625H100	18,651	117,800	SH		SOLE		117,800	0	0
Jabil circuit inc	COM	466313103	7,566	107,550	SH		SOLE		107,550	0	0
Johnson & Johnson	COM	478160104	21,413	125,200	SH		SOLE		125,200	0	0
Ziff Davis Inc	COM	48123V102	410	3,700	SH		SOLE		3,700	0	0
Juniper Networks	CL A	48203R104	2,985	83,600	SH		SOLE		83,600	0	0
Kla Tencor Corp	COM NEW	482480100	8,645	20,100	SH		SOLE		20,100	0	0
Klx energy services hold- wi	COM	48253L205	2	544	SH		SOLE		544	0	0
Kb home	COM	48666K109	349	7,800	SH		SOLE		7,800	0	0
Keurig dr pepper inc	COM	49271V100	1,599	43,400	SH		SOLE		43,400	0	0
Keycorp	COM	493267108	571	24,700	SH		SOLE		24,700	0	0
Keysight technologies in-w/i	CL A	49338L103	2,312	11,200	SH		SOLE		11,200	0	0
Knight-swift transportation	COM	499049104	3,394	55,700	SH		SOLE		55,700	0	0
Kohls Corp	COM	500255104	3,892	78,800	SH		SOLE		78,800	0	0
Kroger Co	COM	501044101	8,321	183,900	SH		SOLE		183,900	0	0
Lam Research Corp	COM	512807108	2,474	3,440	SH		SOLE		3,440	0	0
Lear Corp	COM	521865204	6,568	35,900	SH		SOLE		35,900	0	0
Lennar Corp Cl A	COM SER A	526057104	1,742	15,000	SH		SOLE		15,000	0	0
Lilly (Eli) & Co	COM	532457108	12,850	46,540	SH		SOLE		46,540	0	0
Lincoln National Corp	COM	534187109	3,194	46,800	SH		SOLE		46,800	0	0
Lowe'S Cos	COM	548661107	3,153	12,200	SH		SOLE		12,200	0	0
Loyalty ventures inc	COMMON STOCK	54911Q107	24	800	SH		SOLE		800	0	0
Lumentum holdings inc	COM	55024U109	1,363	12,900	SH		SOLE		12,900	0	0
Mgic investment corp	COM	552848103	1,078	74,800	SH		SOLE		74,800	0	0
Macy'S	COM	55616P104	335	12,800	SH		SOLE		12,800	0	0
Malibu boats inc - a	COM	56117J100	1,203	17,500	SH		SOLE		17,500	0	0
Manpower	COM	56418H100	88	900	SH		SOLE		900	0	0
Marvell Technology Group	COM	573874104	945	10,800	SH		SOLE		10,800	0	0
Mastercard A	COM	57636Q104	9,888	27,520	SH		SOLE		27,520	0	0
Mcdonalds corp	COM	580135101	1,354	5,050	SH		SOLE		5,050	0	0
Mckesson	ADR	58155Q103	1,452	5,840	SH		SOLE		5,840	0	0
Mercer international inc	COM	588056101	396	33,000	SH		SOLE		33,000	0	0
Merck & Co	COM	58933Y105	11,704	152,720	SH		SOLE		152,720	0	0
Meritor inc	COM	59001K100	1,481	59,769	SH		SOLE		59,769	0	0
Metlife	COM	59156R108	3,724	59,600	SH		SOLE		59,600	0	0
Metropolitan bank holding co	COM	591774104	788	7,400	SH		SOLE		7,400	0	0
Microsoft Corp	COM	594918104	70,180	208,740	SH		SOLE		208,740	0	0
Microchip Technology	COM	595017104	4,066	46,700	SH		SOLE		46,700	0	0
Micron Technology	COM	595112103	1,211	13,000	SH		SOLE		13,000	0	0
Herman miller inc	COM	600544100	1,372	35,000	SH		SOLE		35,000	0	0
Moderna inc	COM	60770K107	1,321	5,200	SH		SOLE		5,200	0	0
Morgan Stanley	COM NEW	617446448	5,176	52,750	SH		SOLE		52,750	0	0
Motorola	COM	620076307	272	1,000	SH		SOLE		1,000	0	0
Nelnet Inc-cl a	COM	64031N108	2,535	25,980	SH		SOLE		25,980	0	0
Netapp	COM	64110D104	5,782	62,850	SH		SOLE		62,850	0	0
Neurocrine biosciences inc	CL A	64125C109	145	1,700	SH		SOLE		1,700	0	0
Nike B	COM	654106103	3,750	22,500	SH		SOLE		22,500	0	0
Nordstrom	COM	655664100	70	3,100	SH		SOLE		3,100	0	0
Novavax inc	COM NEW	670002401	157	1,100	SH		SOLE		1,100	0	0
Nu skin enterprises inc - a	COM	67018T105	188	3,700	SH		SOLE		3,700	0	0
Nvidia	COM	67066G104	16,258	55,280	SH		SOLE		55,280	0	0
O'Reilly Automotive Inc	CL A	67103H107	2,705	3,830	SH		SOLE		3,830	0	0
Omnicom Group	COM	681919106	5,985	81,700	SH		SOLE		81,700	0	0
Oracle Corp	COM	68389X105	12,875	147,650	SH		SOLE		147,650	0	0
Organon & co	COMMON STOCK	68622V106	382	12,542	SH		SOLE		12,542	0	0
Oshkosh corp	COM	688239201	2,001	17,750	SH		SOLE		17,750	0	0
Pvh corp	COM	693656100	149	1,400	SH		SOLE		1,400	0	0
Party city holdco inc	COM	702149105	128	23,000	SH		SOLE		23,000	0	0
Patterson Cos	COM	703395103	1,300	44,300	SH		SOLE		44,300	0	0
Paychex	COM	704326107	218	1,600	SH		SOLE		1,600	0	0
Paypal holdings inc-w/i	COM NEW	70450Y103	3,707	19,660	SH		SOLE		19,660	0	0
Pepsico	COM SER A	713448108	6,969	40,120	SH		SOLE		40,120	0	0
Pfizer	CL A	717081103	19,775	334,950	SH		SOLE		334,950	0	0
Principal Financial Grp	COM	74251V102	535	7,400	SH		SOLE		7,400	0	0
Procter & Gamble Co	COM	742718109	11,920	72,880	SH		SOLE		72,880	0	0
Prudential Financial	COM	744320102	3,426	31,650	SH		SOLE		31,650	0	0
Pulte Homes	COMMON STOCK	745867101	1,097	19,200	SH		SOLE		19,200	0	0
Qualcomm	COM	747525103	11,918	65,170	SH		SOLE		65,170	0	0
Quest Diagnostics	COM	74834L100	10,415	60,200	SH		SOLE		60,200	0	0
Radian group inc	COM	750236101	2,521	119,300	SH		SOLE		119,300	0	0
Regeneron Pharmaceuticals Inc	COM	75886F107	6,795	10,760	SH		SOLE		10,760	0	0
Regions Financial (New)	COM NEW	7591EP100	978	44,900	SH		SOLE		44,900	0	0
Reinsurance Group of America	COM	759351604	2,420	22,100	SH		SOLE		22,100	0	0
Reliance steel & aluminum	COM	759509102	1,062	6,550	SH		SOLE		6,550	0	0
Resolute forest products	COM	76117W109	915	60,100	SH		SOLE		60,100	0	0
Robert Half Int'L	COM CL A	770323103	6,613	59,300	SH		SOLE		59,300	0	0
Roper Industries	COM	776696106	344	700	SH		SOLE		700	0	0
Ryerson holding corp	COM	783754104	156	6,000	SH		SOLE		6,000	0	0
Salesforce.Com	COM	79466L302	1,151	4,530	SH		SOLE		4,530	0	0
Sanmina corp	COM	801056102	4,119	99,400	SH		SOLE		99,400	0	0
Sciplay corp-class a	COM	809087109	351	25,500	SH		SOLE		25,500	0	0
Silgan holdings inc	COM	827048109	1,658	38,700	SH		SOLE		38,700	0	0
American outdoor brands corp	COM NEW	831754106	100	5,600	SH		SOLE		5,600	0	0
Jm Smucker Co	COM	832696405	1,779	13,100	SH		SOLE		13,100	0	0
Snap-on inc	COM	833034101	7,431	34,500	SH		SOLE		34,500	0	0
Sonoco Products Co	COM CL A	835495102	1,864	32,200	SH		SOLE		32,200	0	0
Southwest Airlines Co	COM	844741108	3,371	78,700	SH		SOLE		78,700	0	0
Spirit aerosystems hold-cl a	COM CL A	848574109	349	8,100	SH		SOLE		8,100	0	0
Sportsman's warehouse holdin	COM	84920Y106	66	5,600	SH		SOLE		5,600	0	0
Sprouts farmers market inc	COM	85208M102	415	14,000	SH		SOLE		14,000	0	0
Stride inc	COM	86333M108	287	8,600	SH		SOLE		8,600	0	0
Stryker	COM	863667101	3,011	11,260	SH		SOLE		11,260	0	0
Sylvamo corp	COMMON STOCK	871332102	70	2,518	SH		SOLE		2,518	0	0
Synaptics inc	COM	87157D109	6,101	21,100	SH		SOLE		21,100	0	0
Synopsys	COM	871607107	792	2,150	SH		SOLE		2,150	0	0
TTM Technologies	COM	87305R109	2,607	175,100	SH		SOLE		175,100	0	0
Tapestry inc	COM	876030107	438	10,800	SH		SOLE		10,800	0	0
Target Corp	COM	87612E106	6,133	26,500	SH		SOLE		26,500	0	0
Tenneco inc	COM	880349105	385	34,100	SH		SOLE		34,100	0	0
Teradyne inc	COM	880770102	1,030	6,300	SH		SOLE		6,300	0	0
Ternium SA Sponsored ADR	COM	880890108	1,183	27,200	SH		SOLE		27,200	0	0
Tesla inc	COM	88160R101	19,910	18,840	SH		SOLE		18,840	0	0
Texas Instruments	COM	882508104	1,300	6,900	SH		SOLE		6,900	0	0
Thermo Fisher Scientific	COM	883556102	3,123	4,680	SH		SOLE		4,680	0	0
3M Co	COM	88579Y101	1,758	9,900	SH		SOLE		9,900	0	0
Toll Brothers	COM	889478103	1,896	26,200	SH		SOLE		26,200	0	0
Tutor perini corp	COM	901109108	453	36,581	SH		SOLE		36,581	0	0
Tyson Foods A	COM	902494103	7,303	83,800	SH		SOLE		83,800	0	0
Ulta Beauty, Inc	COM	90384S303	783	1,900	SH		SOLE		1,900	0	0
Ual corp	COM	910047109	2,275	51,970	SH		SOLE		51,970	0	0
United Parcel Service B	COM	911312106	2,197	10,250	SH		SOLE		10,250	0	0
United Rentals Inc	COM	911363109	7,393	22,250	SH		SOLE		22,250	0	0
United therapeutics corp	CL B	91307C102	798	3,700	SH		SOLE		3,700	0	0
Unitedhealth Group	COM	91324P102	18,477	36,800	SH		SOLE		36,800	0	0
Unum Group	COM	91529Y106	1,847	75,200	SH		SOLE		75,200	0	0
Verizon communications inc	CL A	92343V104	11,731	225,763	SH		SOLE		225,763	0	0
Vertex Pharmaceuticals	CL B	92532F100	2,859	13,020	SH		SOLE		13,020	0	0
Viatris inc-w/i	CL A	92556V106	612	45,221	SH		SOLE		45,221	0	0
Visa A	CL A COM	92826C839	11,036	50,930	SH		SOLE		50,930	0	0
Vmware inc-class a	COM	928563402	2,109	18,200	SH		SOLE		18,200	0	0
Walmart Inc	COM	931142103	2,662	18,400	SH		SOLE		18,400	0	0
Walgreen Co	COM	931427108	5,411	103,760	SH		SOLE		103,760	0	0
Walker & dunlop inc	CL A	93148P102	4,400	29,200	SH		SOLE		29,200	0	0
Wells Fargo & Co	COM	949746101	2,005	41,800	SH		SOLE		41,800	0	0
Western alliance bancorp	COM	957638109	1,022	9,500	SH		SOLE		9,500	0	0
Western Digital	COM	958102105	3,880	59,500	SH		SOLE		59,500	0	0
Westrock co	COM	96145D105	705	15,900	SH		SOLE		15,900	0	0
Whirlpool Corp	COM	963320106	540	2,300	SH		SOLE		2,300	0	0
Williams-sonoma inc	COM	969904101	6,270	37,100	SH		SOLE		37,100	0	0
Wolverine world wide inc	COM	978097103	89	3,100	SH		SOLE		3,100	0	0
Xperi holding corp	COM	98390M103	282	14,900	SH		SOLE		14,900	0	0
Xerox Corp	CL A	98421M106	344	15,225	SH		SOLE		15,225	0	0
Yeti holdings inc	COM	98585X104	721	8,700	SH		SOLE		8,700	0	0
Zebra technologies corp-cl a	CL A	989207105	506	850	SH		SOLE		850	0	0
Zimmer Biomet Holdings Inc	COM	98956P102	622	4,900	SH		SOLE		4,900	0	0
Zumiez inc	COM	989817101	3,412	71,100	SH		SOLE		71,100	0	0