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
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
Aflac	COM	001055102	677	10,520	SH		SOLE		10,520	0	0
Agnc Investment Corp	COM	00123Q104	70	5,360	SH		SOLE		5,360	0	0
Aes Corp	COM	00130H105	70	2,733	SH		SOLE		2,733	0	0
At&T	COM	00206R102	1,554	65,747	SH		SOLE		65,747	0	0
Abbott Laboratories	COM	002824100	2,073	17,517	SH		SOLE		17,517	0	0
AbbVie Inc	COM	00287Y109	2,834	17,483	SH		SOLE		17,483	0	0
Abiomed inc	COM	003654100	199	600	SH		SOLE		600	0	0
Activision blizzard inc	COM	00507V109	489	6,107	SH		SOLE		6,107	0	0
Adobe Systems	COM	00724F101	2,371	5,207	SH		SOLE		5,207	0	0
Advance Auto Parts	COM	00751Y106	282	1,364	SH		SOLE		1,364	0	0
Advanced Micro Devices	COM	007903107	1,695	15,498	SH		SOLE		15,498	0	0
Agilent Technologies	COM	00846U101	272	2,055	SH		SOLE		2,055	0	0
Airbnb inc-class a	COM	009066101	498	2,900	SH		SOLE		2,900	0	0
Air Products & Chemicals	COM CL A	009158106	685	2,742	SH		SOLE		2,742	0	0
Akamai Technologies	COM	00971T101	300	2,513	SH		SOLE		2,513	0	0
Albemarle Corp	COM	012653101	266	1,202	SH		SOLE		1,202	0	0
Alexandria real estate equit	COM	015271109	403	2,000	SH		SOLE		2,000	0	0
Align technology inc	COM	016255101	305	700	SH		SOLE		700	0	0
Allstate Corp	COM	020002101	156	1,125	SH		SOLE		1,125	0	0
Ally financial inc	COM	02005N100	174	4,000	SH		SOLE		4,000	0	0
Alnylam pharmaceuticals inc	CAP STK CL C	02043Q107	310	1,900	SH		SOLE		1,900	0	0
ALPHABET C, INC	CAP STK CL A	02079K107	7,539	2,700	SH		SOLE		2,700	0	0
ALPHABET A	CAP STK CL A	02079K305	8,117	2,919	SH		SOLE		2,919	0	0
Amazon.Com	COM	023135106	14,328	4,396	SH		SOLE		4,396	0	0
American Express	COM	025816109	1,167	6,240	SH		SOLE		6,240	0	0
American Financial Group	COM NEW	025932104	160	1,100	SH		SOLE		1,100	0	0
American International Group	COM	026874784	439	6,988	SH		SOLE		6,988	0	0
American Tower Corp	COM	03027X100	1,101	4,384	SH		SOLE		4,384	0	0
American Water Works Co Inc	COM	030420103	631	3,811	SH		SOLE		3,811	0	0
Amerisourcebergen	COM	03073E105	463	2,994	SH		SOLE		2,994	0	0
Ameriprise Financial	COM	03076C106	223	743	SH		SOLE		743	0	0
Ametek	COM	031100100	161	1,209	SH		SOLE		1,209	0	0
Amgen	CL A	031162100	1,370	5,666	SH		SOLE		5,666	0	0
Amphenol Corp	COM	032095101	326	4,320	SH		SOLE		4,320	0	0
Annaly Capital Mgmt	COM	035710409	159	22,685	SH		SOLE		22,685	0	0
ANSYS Inc	COM	03662Q105	192	606	SH		SOLE		606	0	0
Wellpoint	COM CL A	036752103	1,266	2,578	SH		SOLE		2,578	0	0
Apollo global management inc	COM	03769M106	443	7,140	SH		SOLE		7,140	0	0
Apple	COM	037833100	28,022	160,484	SH		SOLE		160,484	0	0
Applied Materials	COM	038222105	1,082	8,214	SH		SOLE		8,214	0	0
Aramark	COM	03852U106	83	2,200	SH		SOLE		2,200	0	0
Archer-Daniels-Midland	COM	039483102	502	5,563	SH		SOLE		5,563	0	0
Arista networks inc	COM	040413106	403	2,900	SH		SOLE		2,900	0	0
Arrow Electronics	COM	042735100	158	1,330	SH		SOLE		1,330	0	0
Atmos energy corp	COM	049560105	311	2,600	SH		SOLE		2,600	0	0
Autodesk	COM	052769106	339	1,585	SH		SOLE		1,585	0	0
Automatic Data Process	COM	053015103	1,003	4,410	SH		SOLE		4,410	0	0
Autozone	COM	053332102	628	307	SH		SOLE		307	0	0
Avalara inc	COM	05338G106	139	1,400	SH		SOLE		1,400	0	0
Avalonbay Communities	COM	053484101	565	2,275	SH		SOLE		2,275	0	0
Avantor inc	COM	05352A100	274	8,100	SH		SOLE		8,100	0	0
Avery Dennison Corp	CL A	053611109	279	1,601	SH		SOLE		1,601	0	0
Baker Hughes Co	COM	05722G100	382	10,491	SH		SOLE		10,491	0	0
Ball Corp	COM	058498106	289	3,214	SH		SOLE		3,214	0	0
Bank Of America Corp	COM	060505104	2,973	72,152	SH		SOLE		72,152	0	0
Bank New York Mellon	COM	064058100	302	6,089	SH		SOLE		6,089	0	0
Bath & Body Works Inc	COM	070830104	162	3,400	SH		SOLE		3,400	0	0
Baxter International	COM CL B	071813109	350	4,515	SH		SOLE		4,515	0	0
Becton Dickinson	COM CL B	075887109	742	2,860	SH		SOLE		2,860	0	0
Bentley systems inc-class b	CL B NEW	08265T208	115	2,600	SH		SOLE		2,600	0	0
Berkley (W.R.) Corp	COM CL B	084423102	282	4,232	SH		SOLE		4,232	0	0
Berkshire Hathaway B	COM	084670702	4,580	12,977	SH		SOLE		12,977	0	0
Best Buy Co	COM	086516101	317	3,487	SH		SOLE		3,487	0	0
Bill.com holdings inc	CL A	090043100	181	800	SH		SOLE		800	0	0
Bio-rad laboratories-a	COM	090572207	225	400	SH		SOLE		400	0	0
BIOMARIN PHARMACEUTICAL	COM	09061G101	279	3,620	SH		SOLE		3,620	0	0
Biogen Idec	COM	09062X103	267	1,267	SH		SOLE		1,267	0	0
Bio-techne corp	COM	09073M104	130	300	SH		SOLE		300	0	0
Black knight inc	COM	09215C105	81	1,400	SH		SOLE		1,400	0	0
Blackrock	COM	09247X101	1,011	1,323	SH		SOLE		1,323	0	0
Blackstone group inc/the-a	COM	09260D107	660	5,200	SH		SOLE		5,200	0	0
Booking Holdings Inc	CL A	09857L108	949	404	SH		SOLE		404	0	0
Booz allen hamilton holdings	COM	099502106	132	1,500	SH		SOLE		1,500	0	0
Borgwarner	COM	099724106	109	2,814	SH		SOLE		2,814	0	0
Boston Properties	COM	101121101	375	2,908	SH		SOLE		2,908	0	0
Boston Scientific Corp	COM	101137107	728	16,447	SH		SOLE		16,447	0	0
Bristol-Myers Squibb Co	COM	110122108	1,643	22,506	SH		SOLE		22,506	0	0
Broadridge financial solutio	COM	11133T103	218	1,400	SH		SOLE		1,400	0	0
Broadcom inc	COM	11135F101	2,344	3,724	SH		SOLE		3,724	0	0
Brown & brown inc	CL B	115236101	231	3,200	SH		SOLE		3,200	0	0
Brown-Forman Corp B	COM	115637209	181	2,702	SH		SOLE		2,702	0	0
Burlington stores inc	COM	122017106	164	900	SH		SOLE		900	0	0
Cboe holdings inc	COM	12503M108	137	1,200	SH		SOLE		1,200	0	0
CBRE Group Inc	COM	12504L109	275	3,010	SH		SOLE		3,010	0	0
Cdw corp/de	COM NEW	12514G108	286	1,600	SH		SOLE		1,600	0	0
Cigna corp	COM	125523100	854	3,565	SH		SOLE		3,565	0	0
Cme Group	COM	12572Q105	775	3,259	SH		SOLE		3,259	0	0
CMS Energy	COM	125896100	439	6,279	SH		SOLE		6,279	0	0
Csx Corp	COM	126408103	1,101	29,395	SH		SOLE		29,395	0	0
Cvs/Caremark	COM	126650100	1,233	12,182	SH		SOLE		12,182	0	0
Cable one inc	COM	12685J105	146	100	SH		SOLE		100	0	0
Cadence Design	COM	127387108	411	2,500	SH		SOLE		2,500	0	0
Caesars entertainment inc	COM	12769G100	209	2,700	SH		SOLE		2,700	0	0
Camden Property Trust	COM	133131102	343	2,065	SH		SOLE		2,065	0	0
Campbell Soup	COM	134429109	62	1,393	SH		SOLE		1,393	0	0
Capital One Financial	COM	14040H105	492	3,747	SH		SOLE		3,747	0	0
Cardinal Health	COM	14149Y108	323	5,699	SH		SOLE		5,699	0	0
Carmax	COM	143130102	206	2,139	SH		SOLE		2,139	0	0
Carlyle group inc/the	COM	14316J108	73	1,500	SH		SOLE		1,500	0	0
Carrier global corp	COM	14448C104	308	6,712	SH		SOLE		6,712	0	0
Carvana co	COM	146869102	119	1,000	SH		SOLE		1,000	0	0
Catalent inc	COM SER A	148806102	211	1,900	SH		SOLE		1,900	0	0
Caterpillar	COM SER A	149123101	894	4,013	SH		SOLE		4,013	0	0
Celanese Corp	COM	150870103	92	643	SH		SOLE		643	0	0
Centene Corp	COM	15135B101	447	5,314	SH		SOLE		5,314	0	0
Centerpoint Energy	COM	15189T107	123	4,009	SH		SOLE		4,009	0	0
Ceridian hcm holding inc	COM	15677J108	150	2,200	SH		SOLE		2,200	0	0
Cerner Corp	COM	156782104	225	2,410	SH		SOLE		2,410	0	0
Charter communications inc-a	CL A	16119P108	683	1,253	SH		SOLE		1,253	0	0
CHENIERE ENERGY	CL A	16411R208	535	3,862	SH		SOLE		3,862	0	0
Chewy inc - class a	COM	16679L109	57	1,400	SH		SOLE		1,400	0	0
Chipotle mexican grill inc	COM	169656105	377	238	SH		SOLE		238	0	0
Church & Dwight Co	COM	171340102	377	3,792	SH		SOLE		3,792	0	0
Cincinnati Finl Corp	COM	172062101	213	1,563	SH		SOLE		1,563	0	0
Cisco Systems	COM	17275R102	2,405	43,157	SH		SOLE		43,157	0	0
Cintas Corp	COM NEW	172908105	319	749	SH		SOLE		749	0	0
Citigroup	COM	172967424	942	17,648	SH		SOLE		17,648	0	0
Citizens financial group	COM	174610105	263	5,800	SH		SOLE		5,800	0	0
Citrix Systems	COM	177376100	206	2,038	SH		SOLE		2,038	0	0
Clorox Co	COM	189054109	202	1,451	SH		SOLE		1,451	0	0
Cloudflare inc - class a	COM	18915M107	239	2,000	SH		SOLE		2,000	0	0
Coca-Cola Co	COM	191216100	2,373	38,269	SH		SOLE		38,269	0	0
Cognex corp	CL A	192422103	208	2,700	SH		SOLE		2,700	0	0
Cognizant Tech Solutions	COM	192446102	333	3,720	SH		SOLE		3,720	0	0
Colgate-Palmolive	COM	194162103	722	9,519	SH		SOLE		9,519	0	0
Comcast Corp A (New)	CL A	20030N101	2,014	43,012	SH		SOLE		43,012	0	0
Conagra Brands Inc	COM	205887102	117	3,476	SH		SOLE		3,476	0	0
Consolidated Edison	CL A	209115104	474	5,003	SH		SOLE		5,003	0	0
Constellation Brands A	COM	21036P108	419	1,818	SH		SOLE		1,818	0	0
Constellation energy	COM	21037T109	89	1,579	SH		SOLE		1,579	0	0
Cooper cos inc/the	COM	216648402	418	1,000	SH		SOLE		1,000	0	0
Copart inc	COM	217204106	301	2,400	SH		SOLE		2,400	0	0
Corning	COM	219350105	300	8,143	SH		SOLE		8,143	0	0
Corteva inc-w/i	COM	22052L104	188	3,265	SH		SOLE		3,265	0	0
Costco Wholesale Corp	COM	22160K105	2,370	4,117	SH		SOLE		4,117	0	0
Costar group inc	COM	22160N109	313	4,700	SH		SOLE		4,700	0	0
Coupa software inc	CL A	22266L106	102	1,000	SH		SOLE		1,000	0	0
Crowdstrike holdings inc - a	COM	22788C105	363	1,600	SH		SOLE		1,600	0	0
Crown Castle Int'L	COM	22822V101	621	3,365	SH		SOLE		3,365	0	0
Crown Holdings	COM	228368106	341	2,724	SH		SOLE		2,724	0	0
Cummins	COM	231021106	323	1,574	SH		SOLE		1,574	0	0
D.R. Horton	COM	23331A109	311	4,177	SH		SOLE		4,177	0	0
Danaher Corp	COM	235851102	1,869	6,372	SH		SOLE		6,372	0	0
Darden Restaurants	CIN	237194105	137	1,031	SH		SOLE		1,031	0	0
Datadog inc - class a	CIN	23804L103	288	1,900	SH		SOLE		1,900	0	0
Davita	CL C	23918K108	144	1,269	SH		SOLE		1,269	0	0
Deere & Co	COM NEW	244199105	1,015	2,442	SH		SOLE		2,442	0	0
Dell Technologies - C	COM NEW	24703L202	186	3,700	SH		SOLE		3,700	0	0
Delta Air Lines Inc	COM	247361702	60	1,515	SH		SOLE		1,515	0	0
Dentsply sirona inc	COM	24906P109	283	5,757	SH		SOLE		5,757	0	0
Dexcom inc	COM	252131107	409	800	SH		SOLE		800	0	0
Diamondback energy inc	COM	25278X109	219	1,600	SH		SOLE		1,600	0	0
Digital realty trust inc	COM	253868103	373	2,627	SH		SOLE		2,627	0	0
Disney (Walt)	COM	254687106	2,458	17,918	SH		SOLE		17,918	0	0
Discover Financial	COM	254709108	237	2,149	SH		SOLE		2,149	0	0
DISCOVERY INC A	COM SER C	25470F104	34	1,358	SH		SOLE		1,358	0	0
DISCOVERY INC C	CL A	25470F302	103	4,131	SH		SOLE		4,131	0	0
Dish Network A	COM	25470M109	72	2,262	SH		SOLE		2,262	0	0
Docusign inc	COM	256163106	182	1,700	SH		SOLE		1,700	0	0
Dollar general corp	COM	256677105	341	1,530	SH		SOLE		1,530	0	0
Dollar tree inc	COM	256746108	354	2,212	SH		SOLE		2,212	0	0
Dominion Energy	COM	25746U109	461	5,430	SH		SOLE		5,430	0	0
Dominos pizza inc	COM	25754A201	81	200	SH		SOLE		200	0	0
Doordash inc - a	CL A	25809K105	117	1,000	SH		SOLE		1,000	0	0
Dover Corp	CL A	260003108	147	936	SH		SOLE		936	0	0
Dow inc-w/i	COM	260557103	378	5,932	SH		SOLE		5,932	0	0
Dropbox inc-class a	COM	26210C104	119	5,100	SH		SOLE		5,100	0	0
Duke Realty Corp	COM	264411505	229	3,940	SH		SOLE		3,940	0	0
DuPont de Nemours Inc	COM	26614N102	261	3,542	SH		SOLE		3,542	0	0
Dynatrace inc	COM NEW	268150109	141	3,000	SH		SOLE		3,000	0	0
Eog Resources	COM NEW	26875P101	612	5,130	SH		SOLE		5,130	0	0
Eastman Chemical Co	COM NON VTG	277432100	176	1,573	SH		SOLE		1,573	0	0
Ebay	COM	278642103	316	5,526	SH		SOLE		5,526	0	0
Ecolab	COM	278865100	369	2,091	SH		SOLE		2,091	0	0
Edison International	COM	281020107	167	2,376	SH		SOLE		2,376	0	0
Edwards Lifesciences Corp	COM	28176E108	758	6,440	SH		SOLE		6,440	0	0
Electronic Arts	COM	285512109	465	3,679	SH		SOLE		3,679	0	0
Emerson Electric Co	COM	291011104	374	3,819	SH		SOLE		3,819	0	0
Enphase energy inc	CL A	29355A107	202	1,000	SH		SOLE		1,000	0	0
Epam systems inc	COM	29414B104	89	300	SH		SOLE		300	0	0
Equifax	COM	294429105	198	835	SH		SOLE		835	0	0
Equinix Inc	COM	29444U700	705	950	SH		SOLE		950	0	0
Equitable holdings inc	COM	29452E101	164	5,300	SH		SOLE		5,300	0	0
Equity lifestyle properties	COM	29472R108	161	2,100	SH		SOLE		2,100	0	0
Equity Residential	COM	29476L107	469	5,220	SH		SOLE		5,220	0	0
Erie indemnity company-cl a	COM	29530P102	53	300	SH		SOLE		300	0	0
Essential Utilities Inc	CL A	29670G102	511	10,000	SH		SOLE		10,000	0	0
Essex property trust inc	COM	297178105	345	1,000	SH		SOLE		1,000	0	0
Etsy inc	COM	29786A106	112	900	SH		SOLE		900	0	0
Eversource Energy	COM	30040W108	392	4,448	SH		SOLE		4,448	0	0
Exact sciences corp	COM NEW	30063P105	168	2,400	SH		SOLE		2,400	0	0
Exelon Corp	COM	30161N101	225	4,737	SH		SOLE		4,737	0	0
EXPEDIA GROUP INC	COM	30212P303	164	837	SH		SOLE		837	0	0
Expeditors Intl Wash.	COM	302130109	142	1,372	SH		SOLE		1,372	0	0
Extra space storage inc	COM NEW	30225T102	329	1,600	SH		SOLE		1,600	0	0
Facebook Inc	COM NEW	30303M102	5,001	22,496	SH		SOLE		22,496	0	0
Factset research systems inc	COM	303075105	87	200	SH		SOLE		200	0	0
Fair isaac corp	COM	303250104	140	300	SH		SOLE		300	0	0
Fastenal Co	CL C	311900104	226	3,810	SH		SOLE		3,810	0	0
Fedex Corp	COM	31428X106	434	1,876	SH		SOLE		1,876	0	0
F5 networks inc	COM	315616102	262	1,257	SH		SOLE		1,257	0	0
Fidelity Nat'L Info Svcs	COM	31620M106	455	4,535	SH		SOLE		4,535	0	0
Fnf group	COM	31620R303	109	2,237	SH		SOLE		2,237	0	0
Fifth Third Bancorp	COM	316773100	388	9,013	SH		SOLE		9,013	0	0
First Republic Bank/CA	COM	33616C100	209	1,290	SH		SOLE		1,290	0	0
Fiserv	COM PAR .001	337738108	570	5,619	SH		SOLE		5,619	0	0
Fleetcor technologies inc	COM	339041105	217	873	SH		SOLE		873	0	0
Ford Motor Co	COM	345370860	574	33,943	SH		SOLE		33,943	0	0
Fortinet inc	COM	34959E109	478	1,400	SH		SOLE		1,400	0	0
Fortive corp	COM NEW	34959J108	39	643	SH		SOLE		643	0	0
Fortune brands home & securi	CL B COM	34964C106	208	2,800	SH		SOLE		2,800	0	0
Fox Corp A	COM NEW	35137L105	146	3,700	SH		SOLE		3,700	0	0
Fox corp	COM	35137L204	73	2,000	SH		SOLE		2,000	0	0
Franklin Resources	COM	354613101	139	4,963	SH		SOLE		4,963	0	0
Arthur j gallagher & co	CL A	363576109	279	1,600	SH		SOLE		1,600	0	0
Gartner inc	COM	366651107	268	900	SH		SOLE		900	0	0
Generac holdings inc	COM	368736104	178	600	SH		SOLE		600	0	0
General Electric Co	COM	369604301	858	9,380	SH		SOLE		9,380	0	0
General mills inc	COM NEW	370334104	275	4,060	SH		SOLE		4,060	0	0
General motors co	COM	37045V100	425	9,711	SH		SOLE		9,711	0	0
Genuine Parts	COM	372460105	348	2,763	SH		SOLE		2,763	0	0
Gilead Sciences	COM	375558103	720	12,117	SH		SOLE		12,117	0	0
GLOBAL PAYMENTS	COM	37940X102	251	1,831	SH		SOLE		1,831	0	0
Globe Life Inc	COM	37959E102	327	3,247	SH		SOLE		3,247	0	0
Godaddy inc - class a	COM	380237107	151	1,800	SH		SOLE		1,800	0	0
Goldman Sachs Group	COM	38141G104	1,049	3,179	SH		SOLE		3,179	0	0
Grainger (Ww)	COM	384802104	252	489	SH		SOLE		489	0	0
Guidewire software inc	COM	40171V100	66	700	SH		SOLE		700	0	0
Hca Healthcare Inc	COM	40412C101	622	2,482	SH		SOLE		2,482	0	0
Hewlett-Packard Co	COM	40434L105	572	15,751	SH		SOLE		15,751	0	0
Halliburton	COM	406216101	281	7,412	SH		SOLE		7,412	0	0
Hartford Financial Svcs	COM	416515104	396	5,514	SH		SOLE		5,514	0	0
Hasbro	COM	418056107	244	2,985	SH		SOLE		2,985	0	0
Healthpeak Properties Inc	COM	42250P103	403	11,726	SH		SOLE		11,726	0	0
Jack henry & associates inc	COM	426281101	236	1,200	SH		SOLE		1,200	0	0
Hershey Co (The)	COM	427866108	153	708	SH		SOLE		708	0	0
Hess	COM	42809H107	359	3,356	SH		SOLE		3,356	0	0
Hewlett packard ent co	COM	42824C109	405	24,251	SH		SOLE		24,251	0	0
Hilton worldwide holdings in	COM	43300A203	324	2,133	SH		SOLE		2,133	0	0
Hologic	COM NEW	436440101	301	3,922	SH		SOLE		3,922	0	0
Home Depot	COM	437076102	3,270	10,924	SH		SOLE		10,924	0	0
Host Hotels & Resorts	COM NEW	44107P104	222	11,439	SH		SOLE		11,439	0	0
Howmet Aerospace Inc	COM	443201108	120	3,351	SH		SOLE		3,351	0	0
Hubspot inc	COM	443573100	190	400	SH		SOLE		400	0	0
Humana	COM	444859102	519	1,193	SH		SOLE		1,193	0	0
Hunt (J.B.) Transport	COM	445658107	177	883	SH		SOLE		883	0	0
Huntington Bancshares	COM	446150104	294	20,100	SH		SOLE		20,100	0	0
IAC/InterActiveCorp	COM	44891N208	80	800	SH		SOLE		800	0	0
Ipg photonics corp	COM NEW	44980X109	33	300	SH		SOLE		300	0	0
Idexx laboratories inc	COM	45168D104	274	500	SH		SOLE		500	0	0
Illinois Tool Works	COM	452308109	562	2,684	SH		SOLE		2,684	0	0
Illumina	COM	452327109	471	1,347	SH		SOLE		1,347	0	0
Incyte corp	COM	45337C102	294	3,700	SH		SOLE		3,700	0	0
Ingersoll-rand inc	COM	45687V106	179	3,561	SH		SOLE		3,561	0	0
Insulet corp	COM	45784P101	213	800	SH		SOLE		800	0	0
Intel Corp	COM	458140100	1,924	38,870	SH		SOLE		38,870	0	0
Intercontinentalexchange Group inc	COM	45866F104	696	5,270	SH		SOLE		5,270	0	0
Intl business machines corp	COM	459200101	1,224	9,416	SH		SOLE		9,416	0	0
Intl flavors & fragrances	COM	459506101	242	1,844	SH		SOLE		1,844	0	0
Int'L Paper Co	COM	460146103	267	5,776	SH		SOLE		5,776	0	0
Interpublic Group Of Cos	COM	460690100	173	4,887	SH		SOLE		4,887	0	0
Intuit	COM	461202103	1,217	2,533	SH		SOLE		2,533	0	0
Intuitive Surgical	COM	46120E602	1,050	3,481	SH		SOLE		3,481	0	0
Invitation homes inc	COM	46187W107	269	6,700	SH		SOLE		6,700	0	0
IQVIA Holdings Inc	COM	46266C105	331	1,433	SH		SOLE		1,433	0	0
Iron Mountain	COM	46284V101	153	2,761	SH		SOLE		2,761	0	0
Jpmorgan Chase & Co	COM	46625H100	3,802	27,892	SH		SOLE		27,892	0	0
Johnson & Johnson	COM	478160104	4,708	26,564	SH		SOLE		26,564	0	0
Juniper Networks	COM	48203R104	366	9,862	SH		SOLE		9,862	0	0
Kla Tencor Corp	CL A	482480100	485	1,326	SH		SOLE		1,326	0	0
Kkr & co inc -a	COMMON STOCK	48251W104	216	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	269	7,100	SH		SOLE		7,100	0	0
Keycorp	COM	493267108	318	14,213	SH		SOLE		14,213	0	0
Keysight technologies in-w/i	COM	49338L103	332	2,100	SH		SOLE		2,100	0	0
Kimberly-Clark Corp	CL A	494368103	427	3,465	SH		SOLE		3,465	0	0
Kraft Heinz co/the	COM	500754106	48	1,216	SH		SOLE		1,216	0	0
Kroger Co	COM	501044101	533	9,286	SH		SOLE		9,286	0	0
LKQ Corp	COM	501889208	101	2,227	SH		SOLE		2,227	0	0
L3Harris Technologies Inc	COM NEW	502431109	143	574	SH		SOLE		574	0	0
Laboratory Corp Of Amer	COM	50540R409	251	952	SH		SOLE		952	0	0
Lam Research Corp	COM	512807108	620	1,154	SH		SOLE		1,154	0	0
Las Vegas Sands Corp	COM	517834107	154	3,958	SH		SOLE		3,958	0	0
Estee Lauder Cos A	COM NEW	518439104	532	1,954	SH		SOLE		1,954	0	0
Lear Corp	COM	521865204	143	1,000	SH		SOLE		1,000	0	0
Lennar Corp Cl A	CL A	526057104	271	3,341	SH		SOLE		3,341	0	0
Lennox international inc	COM SER A	526107107	77	300	SH		SOLE		300	0	0
Liberty Broadband C	COM A SIRIUSXM	530307305	244	1,800	SH		SOLE		1,800	0	0
Liberty Formula	COM SER C FRMLA	531229409	33	728	SH		SOLE		728	0	0
Lilly (Eli) & Co	CL A COM	532457108	2,138	7,465	SH		SOLE		7,465	0	0
Lincoln National Corp	COM	534187109	296	4,523	SH		SOLE		4,523	0	0
Live nation entertainment in	COM	538034109	318	2,700	SH		SOLE		2,700	0	0
Loews Corp	COM	540424108	185	2,858	SH		SOLE		2,858	0	0
Lowe'S Cos	CL A COM	548661107	1,435	7,102	SH		SOLE		7,102	0	0
Lucid group inc	COM	549498103	99	3,900	SH		SOLE		3,900	0	0
Lululemon athletica inc	COM	550021109	336	921	SH		SOLE		921	0	0
Lumen Technologies Inc	COM	550241103	171	15,144	SH		SOLE		15,144	0	0
Lyft inc-a	COM	55087P104	161	4,200	SH		SOLE		4,200	0	0
M & T Bank Corp	COM	55261F104	239	1,408	SH		SOLE		1,408	0	0
Mgm Mirage	CL A	552953101	218	5,207	SH		SOLE		5,207	0	0
Msci inc	COM	55354G100	503	1,000	SH		SOLE		1,000	0	0
Markel corp	COM	570535104	89	60	SH		SOLE		60	0	0
Marketaxess holdings inc	COM	57060D108	204	600	SH		SOLE		600	0	0
Marsh & Mclennan Cos	COM	571748102	888	5,211	SH		SOLE		5,211	0	0
Marriott Int'L A	COM	571903202	370	2,107	SH		SOLE		2,107	0	0
Martin Marietta Matrls	COM	573284106	233	606	SH		SOLE		606	0	0
Marvell Technology Group	COM	573874104	451	6,296	SH		SOLE		6,296	0	0
Masco Corp	COM	574599106	261	5,112	SH		SOLE		5,112	0	0
Masimo corp	CL A	574795100	131	900	SH		SOLE		900	0	0
Mastercard A	CL A	57636Q104	2,975	8,325	SH		SOLE		8,325	0	0
Match group inc	COM	57667L107	342	3,146	SH		SOLE		3,146	0	0
Mccormick & Co Nv	COM	579780206	288	2,882	SH		SOLE		2,882	0	0
Mcdonalds corp	COM	580135101	1,328	5,369	SH		SOLE		5,369	0	0
Mckesson	COM	58155Q103	613	2,003	SH		SOLE		2,003	0	0
Medical properties trust inc	ADR	58463J304	254	12,000	SH		SOLE		12,000	0	0
Mercadolibre inc	COM	58733R102	475	400	SH		SOLE		400	0	0
Merck & Co	COM	58933Y105	2,030	24,743	SH		SOLE		24,743	0	0
Metlife	COM	59156R108	552	7,848	SH		SOLE		7,848	0	0
Mettler-toledo international	COM	592688105	196	143	SH		SOLE		143	0	0
Microsoft Corp	COM	594918104	21,548	69,942	SH		SOLE		69,942	0	0
Microchip Technology	COM	595017104	235	3,130	SH		SOLE		3,130	0	0
Micron Technology	COM	595112103	743	9,536	SH		SOLE		9,536	0	0
Mid-america apartment comm	COM	59522J103	461	2,200	SH		SOLE		2,200	0	0
Moderna inc	COM	60770K107	517	3,000	SH		SOLE		3,000	0	0
Mohawk Industries	COM	608190104	154	1,240	SH		SOLE		1,240	0	0
Molina HealthCare Inc	CL B	60855R100	300	900	SH		SOLE		900	0	0
Molson Coors Brewing B	CL A	60871R209	109	2,042	SH		SOLE		2,042	0	0
Mondelez International Inc	CL B	609207105	532	8,470	SH		SOLE		8,470	0	0
Mongodb inc	COM	60937P106	310	700	SH		SOLE		700	0	0
Monolithic power systems inc	COM	609839105	146	300	SH		SOLE		300	0	0
Monster Beverage Corproration	COM NEW	61174X109	207	2,592	SH		SOLE		2,592	0	0
Moodys Corp	COM NEW	615369105	615	1,822	SH		SOLE		1,822	0	0
Morgan Stanley	COM	617446448	1,081	12,363	SH		SOLE		12,363	0	0
Mosaic co/the	COM NEW	61945C103	237	3,570	SH		SOLE		3,570	0	0
Motorola	COM	620076307	412	1,701	SH		SOLE		1,701	0	0
Nvr inc	COM	62944T105	179	40	SH		SOLE		40	0	0
Nasdaq Omx Group	CL A	631103108	382	2,142	SH		SOLE		2,142	0	0
Netapp	COM	64110D104	290	3,491	SH		SOLE		3,491	0	0
Netflix inc	COM	64110L106	1,598	4,267	SH		SOLE		4,267	0	0
Neurocrine biosciences inc	COM	64125C109	113	1,200	SH		SOLE		1,200	0	0
Newell Rubbermaid	CL A	651229106	92	4,312	SH		SOLE		4,312	0	0
Newmont goldcorp corp	COM	651639106	552	6,943	SH		SOLE		6,943	0	0
NEWS CORP - CLASS A	COM NEW	65249B109	140	6,314	SH		SOLE		6,314	0	0
Nextera Energy Inc	CL B	65339F101	1,514	17,868	SH		SOLE		17,868	0	0
Nike B	COM	654106103	1,548	11,506	SH		SOLE		11,506	0	0
Nisource	COM	65473P105	60	1,900	SH		SOLE		1,900	0	0
Nordson corp	COM NEW	655663102	23	100	SH		SOLE		100	0	0
Norfolk Southern Corp	COM	655844108	869	3,046	SH		SOLE		3,046	0	0
Northern Trust Corp	COM	665859104	268	2,298	SH		SOLE		2,298	0	0
NortonLifeLock Inc	COM	668771108	250	9,445	SH		SOLE		9,445	0	0
Novavax inc	COM	670002401	81	1,100	SH		SOLE		1,100	0	0
Nvidia	COM NEW	67066G104	6,630	24,308	SH		SOLE		24,308	0	0
O'Reilly Automotive Inc	COM	67103H107	484	707	SH		SOLE		707	0	0
Occidental Petroleum	CL A	674599105	360	6,337	SH		SOLE		6,337	0	0
Okta inc	COM	679295105	166	1,100	SH		SOLE		1,100	0	0
Old dominion freight line	COM	679580100	284	950	SH		SOLE		950	0	0
Omnicom Group	COM	681919106	214	2,518	SH		SOLE		2,518	0	0
On semiconductor corp	COM	682189105	250	4,000	SH		SOLE		4,000	0	0
Oneok	COM	682680103	399	5,643	SH		SOLE		5,643	0	0
Oracle Corp	COM	68389X105	1,432	17,307	SH		SOLE		17,307	0	0
Otis worldwide corp	COM	68902V107	374	4,856	SH		SOLE		4,856	0	0
Owens corning	CL A	690742101	320	3,500	SH		SOLE		3,500	0	0
Pg&E Corp	COM	69331C108	266	22,300	SH		SOLE		22,300	0	0
Pnc Finl Services Group	COM	693475105	674	3,656	SH		SOLE		3,656	0	0
Ppg Industries	COM	693506107	221	1,688	SH		SOLE		1,688	0	0
Ptc inc	COM	69370C100	140	1,300	SH		SOLE		1,300	0	0
Paccar	CL A	693718108	34	387	SH		SOLE		387	0	0
Packaging corp of america	COM	695156109	453	2,900	SH		SOLE		2,900	0	0
Palantir technologies inc-a	COM	69608A108	263	19,200	SH		SOLE		19,200	0	0
Palo alto networks inc	CL A	697435105	685	1,100	SH		SOLE		1,100	0	0
Parker Hannifin Corp	COM	701094104	212	746	SH		SOLE		746	0	0
Paychex	COM	704326107	368	2,698	SH		SOLE		2,698	0	0
Paycom software inc	COM	70432V102	277	800	SH		SOLE		800	0	0
Paypal holdings inc-w/i	COM NEW	70450Y103	1,148	9,926	SH		SOLE		9,926	0	0
Peloton interactive inc-a	COM	70614W100	87	3,300	SH		SOLE		3,300	0	0
Pepsico	COM	713448108	2,326	13,904	SH		SOLE		13,904	0	0
Perkinelmer inc	COM SER A	714046109	314	1,800	SH		SOLE		1,800	0	0
Pfizer	COM	717081103	2,877	55,577	SH		SOLE		55,577	0	0
Pinterest inc- class a	COM NEW	72352L106	172	7,000	SH		SOLE		7,000	0	0
Pioneer Natural Res.	COM	723787107	579	2,317	SH		SOLE		2,317	0	0
Plug power inc	COM	72919P202	94	3,300	SH		SOLE		3,300	0	0
Pool corp	COM NEW	73278L105	169	400	SH		SOLE		400	0	0
Price (T. Rowe) Group	COM	74144T108	256	1,697	SH		SOLE		1,697	0	0
Principal Financial Grp	COM	74251V102	392	5,341	SH		SOLE		5,341	0	0
Procter & Gamble Co	COM	742718109	3,471	22,714	SH		SOLE		22,714	0	0
Progressive Corp	COM	743315103	391	3,428	SH		SOLE		3,428	0	0
Prologis Inc	COM	74340W103	1,319	8,170	SH		SOLE		8,170	0	0
Prudential Financial	COM	744320102	574	4,858	SH		SOLE		4,858	0	0
Public Storage	COM	74460D109	555	1,421	SH		SOLE		1,421	0	0
Pulte Homes	COM	745867101	123	2,948	SH		SOLE		2,948	0	0
Qorvo inc	COM	74736K101	87	700	SH		SOLE		700	0	0
Qualcomm	COM	747525103	1,620	10,603	SH		SOLE		10,603	0	0
Quest Diagnostics	COM	74834L100	169	1,235	SH		SOLE		1,235	0	0
RAYMOND JAMES FINANCIAL	COM	754730109	190	1,732	SH		SOLE		1,732	0	0
Realty Income Corp	COM	756109104	225	3,250	SH		SOLE		3,250	0	0
Regency Centers Corp	COM	758849103	136	1,900	SH		SOLE		1,900	0	0
Regeneron Pharmaceuticals Inc	COM	75886F107	682	976	SH		SOLE		976	0	0
Regions Financial (New)	COM	7591EP100	211	9,462	SH		SOLE		9,462	0	0
Republic Services	COM NEW	760759100	326	2,458	SH		SOLE		2,458	0	0
ResMed Inc	CL A	761152107	292	1,203	SH		SOLE		1,203	0	0
Ringcentral inc-class a	COM	76680R206	141	1,200	SH		SOLE		1,200	0	0
Rivian automotive inc-a	COM	76954A103	80	1,600	SH		SOLE		1,600	0	0
Robert Half Int'L	COM CL A	770323103	201	1,760	SH		SOLE		1,760	0	0
Rockwell Automation	COM CL A	773903109	262	934	SH		SOLE		934	0	0
Roku inc	COM	77543R102	175	1,400	SH		SOLE		1,400	0	0
Rollins inc	COM	775711104	71	2,025	SH		SOLE		2,025	0	0
Roper Industries	COM	776696106	453	959	SH		SOLE		959	0	0
Ross Stores	COM	778296103	260	2,880	SH		SOLE		2,880	0	0
S&P Global Inc	CL A	78409V104	1,276	3,112	SH		SOLE		3,112	0	0
Sba communications corp	COM	78410G104	218	634	SH		SOLE		634	0	0
Sei Investments Co	COM	784117103	69	1,154	SH		SOLE		1,154	0	0
Ss&c technologies holdings	COM	78467J100	60	800	SH		SOLE		800	0	0
Svb financial group	COM	78486Q101	336	600	SH		SOLE		600	0	0
Salesforce.Com	COM	79466L302	2,167	10,204	SH		SOLE		10,204	0	0
Henry Schein	COM	806407102	200	2,290	SH		SOLE		2,290	0	0
Schwab (Charles) Corp	COM	808513105	1,068	12,662	SH		SOLE		12,662	0	0
Seagen Inc	COM	81181C104	259	1,800	SH		SOLE		1,800	0	0
Sealed Air Corp	COM	81211K100	96	1,440	SH		SOLE		1,440	0	0
Sempra Energy	COM	816851109	582	3,464	SH		SOLE		3,464	0	0
Servicenow inc	COM	81762P102	1,145	2,057	SH		SOLE		2,057	0	0
Sherwin-Williams Co	COM	824348106	485	1,944	SH		SOLE		1,944	0	0
Signature bank	COM	82669G104	147	500	SH		SOLE		500	0	0
Simon Property Group	COM	828806109	322	2,444	SH		SOLE		2,444	0	0
SIRIUS XM HOLDINGS, INC	COM	82968B103	78	11,767	SH		SOLE		11,767	0	0
Skyworks Solutions Inc	COM CL A	83088M102	160	1,200	SH		SOLE		1,200	0	0
Smith (a.o.) corp	COM	831865209	83	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	21	100	SH		SOLE		100	0	0
Snap inc - a	COM	83304A106	263	7,300	SH		SOLE		7,300	0	0
Snowflake inc-class a	COM	833445109	458	2,000	SH		SOLE		2,000	0	0
Solaredge technologies inc	COM	83417M104	258	800	SH		SOLE		800	0	0
Splunk inc	COMMON STOCK	848637104	357	2,400	SH		SOLE		2,400	0	0
Square inc - a	CL A	852234103	637	4,700	SH		SOLE		4,700	0	0
Stanley Black & Decker	COM	854502101	273	1,952	SH		SOLE		1,952	0	0
Starbucks Corp	COM	855244109	850	9,342	SH		SOLE		9,342	0	0
State Street Corp	COM	857477103	332	3,812	SH		SOLE		3,812	0	0
Steel Dynamics	COM	858119100	284	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	245	1,400	SH		SOLE		1,400	0	0
Sunrun inc	COM	86771W105	85	2,800	SH		SOLE		2,800	0	0
Synopsys	COM	871607107	398	1,194	SH		SOLE		1,194	0	0
Synchrony financial	COM	87165B103	181	5,212	SH		SOLE		5,212	0	0
Sysco Corp	COM	871829107	369	4,524	SH		SOLE		4,524	0	0
Tjx Cos	COM	872540109	650	10,728	SH		SOLE		10,728	0	0
T-mobile US Inc	COM	872590104	659	5,134	SH		SOLE		5,134	0	0
Take-two interactive softwre	COM	874054109	261	1,700	SH		SOLE		1,700	0	0
Target Corp	COM	87612E106	945	4,453	SH		SOLE		4,453	0	0
Teladoc health inc	COM	87918A105	130	1,800	SH		SOLE		1,800	0	0
Teledyne technologies inc	COM	879360105	47	100	SH		SOLE		100	0	0
Teleflex inc	CL A VTG COM STK	879369106	248	700	SH		SOLE		700	0	0
10x genomics inc-class a	COM	88025U109	76	1,000	SH		SOLE		1,000	0	0
Teradyne inc	SPONSORED ADS	880770102	201	1,700	SH		SOLE		1,700	0	0
Tesla inc	COM	88160R101	9,003	8,355	SH		SOLE		8,355	0	0
Texas Instruments	COM	882508104	1,375	7,501	SH		SOLE		7,501	0	0
Trade desk inc/the -class a	COM	88339J105	242	3,500	SH		SOLE		3,500	0	0
Thermo Fisher Scientific	COM	883556102	2,302	3,897	SH		SOLE		3,897	0	0
3M Co	COM	88579Y101	631	4,241	SH		SOLE		4,241	0	0
Tractor Supply Co	COM	892356106	385	1,649	SH		SOLE		1,649	0	0
TransDigm Group Inc	COM	893641100	91	139	SH		SOLE		139	0	0
Transunion	COM	89400J107	114	1,100	SH		SOLE		1,100	0	0
Travelers Cos	COM	89417E109	418	2,289	SH		SOLE		2,289	0	0
Trimble Navigation Ltd	COM	896239100	284	3,934	SH		SOLE		3,934	0	0
Truist Financial Corp	CL A	89832Q109	771	13,592	SH		SOLE		13,592	0	0
Twilio inc - a	COM	90138F102	214	1,300	SH		SOLE		1,300	0	0
Twitter Inc	CL A	90184L102	217	5,600	SH		SOLE		5,600	0	0
Tyler technologies inc	CL A	902252105	267	600	SH		SOLE		600	0	0
Tyson Foods A	COM	902494103	177	1,973	SH		SOLE		1,973	0	0
UDR Inc	COM	902653104	440	7,666	SH		SOLE		7,666	0	0
Ugi corp	COM NEW	902681105	40	1,100	SH		SOLE		1,100	0	0
Us Bancorp	COM	902973304	527	9,908	SH		SOLE		9,908	0	0
Uber technologies inc	COM	90353T100	296	8,300	SH		SOLE		8,300	0	0
Ulta Beauty, Inc	COM	90384S303	313	786	SH		SOLE		786	0	0
Union Pacific Corp	COM	907818108	1,957	7,162	SH		SOLE		7,162	0	0
United Parcel Service B	CL B	911312106	1,442	6,726	SH		SOLE		6,726	0	0
United Rentals Inc	COM	911363109	391	1,100	SH		SOLE		1,100	0	0
Unitedhealth Group	COM	91324P102	4,823	9,458	SH		SOLE		9,458	0	0
Universal health services-b	COM	913903100	186	1,284	SH		SOLE		1,284	0	0
Vf Corp	COM	918204108	282	4,968	SH		SOLE		4,968	0	0
Vail resorts inc	CL A COM	91879Q109	130	500	SH		SOLE		500	0	0
Veeva systems inc-class a	COM	922475108	233	1,100	SH		SOLE		1,100	0	0
Ventas	COM	92276F100	355	5,753	SH		SOLE		5,753	0	0
Verisign	COM	92343E102	123	552	SH		SOLE		552	0	0
Verizon communications inc	COM	92343V104	2,277	44,707	SH		SOLE		44,707	0	0
Verisk analytics inc-class a	CL A	92345Y106	240	1,118	SH		SOLE		1,118	0	0
Vertex Pharmaceuticals	CL B	92532F100	618	2,367	SH		SOLE		2,367	0	0
PARAMOUNT GLOBAL-CLASS B	CL B	92556H206	325	8,591	SH		SOLE		8,591	0	0
Viatris inc-w/i	COM	92556V106	224	20,633	SH		SOLE		20,633	0	0
Vici properties inc	CL A	925652109	88	3,100	SH		SOLE		3,100	0	0
Visa A	COM	92826C839	3,569	16,092	SH		SOLE		16,092	0	0
Vmware inc-class a	CL A COM	928563402	266	2,339	SH		SOLE		2,339	0	0
Vornado Realty Trust	COM	929042109	294	6,486	SH		SOLE		6,486	0	0
Vulcan Materials Co	COM	929160109	199	1,083	SH		SOLE		1,083	0	0
Wp carey inc	COM	92936U109	24	300	SH		SOLE		300	0	0
Wisconsin Energy Corp	COM	92939U106	126	1,265	SH		SOLE		1,265	0	0
Wabtec corp	COM	929740108	347	3,614	SH		SOLE		3,614	0	0
Walmart Inc	COM	931142103	1,912	12,836	SH		SOLE		12,836	0	0
Walgreen Co	COM	931427108	344	7,687	SH		SOLE		7,687	0	0
Waste Management	COM	94106L109	766	4,833	SH		SOLE		4,833	0	0
Waters Corp	COM	941848103	264	851	SH		SOLE		851	0	0
Wayfair inc- class a	COM	94419L101	111	1,000	SH		SOLE		1,000	0	0
Wells Fargo & Co	COM	949746101	1,736	35,821	SH		SOLE		35,821	0	0
Welltower Inc	COM	95040Q104	360	3,745	SH		SOLE		3,745	0	0
West pharmaceutical services	COM	955306105	287	700	SH		SOLE		700	0	0
Western Digital	COM	958102105	236	4,760	SH		SOLE		4,760	0	0
Western Union	COM	959802109	78	4,145	SH		SOLE		4,145	0	0
Westrock co	COM	96145D105	246	5,235	SH		SOLE		5,235	0	0
Weyerhaeuser Co	COM	962166104	425	11,219	SH		SOLE		11,219	0	0
Whirlpool Corp	COM	963320106	206	1,196	SH		SOLE		1,196	0	0
Williams Cos	COM	969457100	605	18,115	SH		SOLE		18,115	0	0
WORKDAY A	CL A	98138H101	455	1,902	SH		SOLE		1,902	0	0
Wynn Resorts	COM	983134107	90	1,128	SH		SOLE		1,128	0	0
Xcel Energy	COM	98389B100	31	429	SH		SOLE		429	0	0
Xylem inc-w/i	COM NEW	98419M100	293	3,438	SH		SOLE		3,438	0	0
Yum Brands	CL A	988498101	278	2,347	SH		SOLE		2,347	0	0
Zebra technologies corp-cl a	COM	989207105	207	500	SH		SOLE		500	0	0
Zendesk inc	SPON ADS CL A	98936J101	277	2,300	SH		SOLE		2,300	0	0
Zillow group inc - c w/i	COM	98954M101	14	300	SH		SOLE		300	0	0
Zillow group inc - c w/i	SPONSORD ADS	98954M200	94	1,900	SH		SOLE		1,900	0	0
ZOETIS A	CL A	98978V103	505	2,679	SH		SOLE		2,679	0	0
Zscaler inc	SPON ADS CL A	98980G102	169	700	SH		SOLE		700	0	0
Zoom video communications-a	COM	98980L101	211	1,800	SH		SOLE		1,800	0	0
Marriott International Fractional	SPONSORD ADS	000000000	0	86,991	SH		SOLE		86,991	0	0
Futu holdings ltd-adr	COM	36118L106	586	18,000	SH		SOLE		18,000	0	0
Melco crown entertainme-adr	COM	585464100	364	47,800	SH		SOLE		47,800	0	0
Sea ltd-adr	COM	81141R100	13,376	111,700	SH		SOLE		111,700	0	0
Aflac	SPONSORD ADS	001055102	1,732	26,900	SH		SOLE		26,900	0	0
At&T	COM	00206R102	5,203	220,191	SH		SOLE		220,191	0	0
Abbott Laboratories	COM	002824100	5,740	48,500	SH		SOLE		48,500	0	0
AbbVie Inc	COM	00287Y109	13,988	86,285	SH		SOLE		86,285	0	0
Activision blizzard inc	COM	00507V109	1,378	17,200	SH		SOLE		17,200	0	0
Acuity brands inc	COM	00508Y102	1,808	9,550	SH		SOLE		9,550	0	0
Acushnet holdings corp	COM	005098108	592	14,700	SH		SOLE		14,700	0	0
Adobe Systems	COM	00724F101	6,718	14,750	SH		SOLE		14,750	0	0
Advansix inc - w/i	COM	00773T101	35	676	SH		SOLE		676	0	0
Advanced Micro Devices	COM	007903107	2,504	22,900	SH		SOLE		22,900	0	0
Akamai Technologies	COM	00971T101	5,164	43,250	SH		SOLE		43,250	0	0
Allstate Corp	COM	020002101	3,061	22,100	SH		SOLE		22,100	0	0
Ally financial inc	COM	02005N100	730	16,800	SH		SOLE		16,800	0	0
ALPHABET C, INC	CAP STK CL C	02079K107	5,752	2,060	SH		SOLE		2,060	0	0
ALPHABET A	CAP STK CL A	02079K305	51,945	18,680	SH		SOLE		18,680	0	0
Amazon.Com	COM	023135106	38,608	11,845	SH		SOLE		11,845	0	0
American Equity Invt Life hl	COM	025676206	1,562	39,150	SH		SOLE		39,150	0	0
American International Group	COM NEW	026874784	6,785	108,100	SH		SOLE		108,100	0	0
Amerisourcebergen	COM	03073E105	4,564	29,500	SH		SOLE		29,500	0	0
Ameriprise Financial	COM	03076C106	4,746	15,800	SH		SOLE		15,800	0	0
Amgen	COM	031162100	9,869	40,830	SH		SOLE		40,830	0	0
Analog Devices	COM	032654105	826	5,000	SH		SOLE		5,000	0	0
Wellpoint	COM	036752103	9,456	19,250	SH		SOLE		19,250	0	0
Apollo global management inc	COM	03769M106	2,622	42,300	SH		SOLE		42,300	0	0
Apple	COM	037833100	99,289	568,632	SH		SOLE		568,632	0	0
Applied Materials	COM	038222105	7,558	57,400	SH		SOLE		57,400	0	0
Archer-Daniels-Midland	COM	039483102	3,222	35,700	SH		SOLE		35,700	0	0
Arista networks inc	COM	040413106	1,750	12,600	SH		SOLE		12,600	0	0
Arrow Electronics	COM	042735100	6,548	55,200	SH		SOLE		55,200	0	0
Atkore international group i	COM	047649108	5,807	59,000	SH		SOLE		59,000	0	0
Autodesk	COM	052769106	193	900	SH		SOLE		900	0	0
Autozone	CL A	053332102	7,401	3,620	SH		SOLE		3,620	0	0
B&g foods inc	COM	05508R106	803	29,800	SH		SOLE		29,800	0	0
Bank Of America Corp	COM	060505104	18,965	460,200	SH		SOLE		460,200	0	0
Bank New York Mellon	COM	064058100	918	18,500	SH		SOLE		18,500	0	0
Bed Bath & Beyond	COM	075896100	248	11,000	SH		SOLE		11,000	0	0
Best Buy Co	COM	086516101	6,436	70,800	SH		SOLE		70,800	0	0
Big lots inc	CL A	089302103	1,021	29,500	SH		SOLE		29,500	0	0
Biogen Idec	COM	09062X103	1,247	5,920	SH		SOLE		5,920	0	0
Blackstone group inc/the-a	COM	09260D107	1,993	15,700	SH		SOLE		15,700	0	0
Block (H&R)	CL A	093671105	302	11,600	SH		SOLE		11,600	0	0
Borgwarner	COM	099724106	296	7,600	SH		SOLE		7,600	0	0
Boston Scientific Corp	COM	101137107	3,937	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	9,726	133,200	SH		SOLE		133,200	0	0
Broadcom inc	COM	11135F101	10,305	16,370	SH		SOLE		16,370	0	0
Cigna corp	CL B	125523100	6,791	28,340	SH		SOLE		28,340	0	0
Cna financial corp	COM	126117100	515	10,600	SH		SOLE		10,600	0	0
Csx Corp	COM	126408103	543	14,500	SH		SOLE		14,500	0	0
Cvs/Caremark	COM	126650100	6,221	61,471	SH		SOLE		61,471	0	0
Campbell Soup	COM	134429109	308	6,900	SH		SOLE		6,900	0	0
Capital One Financial	COM	14040H105	4,386	33,410	SH		SOLE		33,410	0	0
Cardinal Health	COM	14149Y108	782	13,800	SH		SOLE		13,800	0	0
Catalyst pharmaceuticals inc	COM	14888U101	462	55,700	SH		SOLE		55,700	0	0
Centene Corp	COM	15135B101	202	2,400	SH		SOLE		2,400	0	0
Cerner Corp	COM	156782104	1,067	11,400	SH		SOLE		11,400	0	0
Charles river laboratories	CL A	159864107	588	2,070	SH		SOLE		2,070	0	0
Chemours co/the - w/i	COM	163851108	45	1,440	SH		SOLE		1,440	0	0
Cisco Systems	COM	17275R102	12,509	224,500	SH		SOLE		224,500	0	0
Citi trends inc	COM NEW	17306X102	64	2,100	SH		SOLE		2,100	0	0
Coca-Cola Co	COM	191216100	7,794	125,710	SH		SOLE		125,710	0	0
Cognizant Tech Solutions	COM	192446102	1,976	22,040	SH		SOLE		22,040	0	0
Colgate-Palmolive	COM	194162103	1,380	18,200	SH		SOLE		18,200	0	0
Columbia sportswear co	CL A	198516106	136	1,500	SH		SOLE		1,500	0	0
Comcast Corp A (New)	COM	20030N101	9,949	212,500	SH		SOLE		212,500	0	0
Container store group inc/th	COM	210751103	41	5,000	SH		SOLE		5,000	0	0
Crane co	COM	224399105	2,922	27,000	SH		SOLE		27,000	0	0
Cummins	COM	231021106	8,766	42,760	SH		SOLE		42,760	0	0
Curtiss-wright corp	COM	231561101	623	4,150	SH		SOLE		4,150	0	0
Customers bancorp inc	COM	23204G100	631	12,100	SH		SOLE		12,100	0	0
D.R. Horton	COM	23331A109	842	11,300	SH		SOLE		11,300	0	0
Danaher Corp	COM	235851102	4,652	15,860	SH		SOLE		15,860	0	0
Darden Restaurants	COM	237194105	2,686	20,200	SH		SOLE		20,200	0	0
Deckers outdoor corp	CIN	243537107	605	2,210	SH		SOLE		2,210	0	0
Dentsply sirona inc	COM	24906P109	89	1,800	SH		SOLE		1,800	0	0
Dicks Sporting	COM	253393102	3,381	33,800	SH		SOLE		33,800	0	0
Discover Financial	COM	254709108	1,708	15,500	SH		SOLE		15,500	0	0
DISCOVERY INC C	COM	25470F302	390	15,624	SH		SOLE		15,624	0	0
Dollar general corp	COM	256677105	2,656	11,930	SH		SOLE		11,930	0	0
Donnelley financial solution	COM	25787G100	909	27,361	SH		SOLE		27,361	0	0
Dover Corp	COM	260003108	557	3,550	SH		SOLE		3,550	0	0
Dropbox inc-class a	COM	26210C104	2,151	92,500	SH		SOLE		92,500	0	0
Eastman Chemical Co	COM	277432100	448	4,000	SH		SOLE		4,000	0	0
Ebay	COM	278642103	0	0	SH		SOLE		0	0	0
Electronic Arts	COM	285512109	2,049	16,200	SH		SOLE		16,200	0	0
Emerson Electric Co	COM	291011104	1,059	10,800	SH		SOLE		10,800	0	0
Enova international inc	CL A	29357K103	1,555	40,950	SH		SOLE		40,950	0	0
Equifax	COM	294429105	711	3,000	SH		SOLE		3,000	0	0
Equitable holdings inc	COM	29452E101	2,086	67,500	SH		SOLE		67,500	0	0
Etsy inc	COM	29786A106	112	900	SH		SOLE		900	0	0
Facebook Inc	COM	30303M102	19,220	86,458	SH		SOLE		86,458	0	0
Fastenal Co	COM	311900104	398	6,700	SH		SOLE		6,700	0	0
Federal agric mtg corp-cl c	COM	313148306	1,237	11,400	SH		SOLE		11,400	0	0
Fedex Corp	COM	31428X106	1,415	6,119	SH		SOLE		6,119	0	0
F5 networks inc	COM	315616102	4,788	22,930	SH		SOLE		22,930	0	0
Fidelity Nat'L Info Svcs	COM	31620M106	412	4,100	SH		SOLE		4,100	0	0
First Republic Bank/CA	COM	33616C100	4,352	26,850	SH		SOLE		26,850	0	0
Fiserv	COM PAR .001	337738108	2,043	20,150	SH		SOLE		20,150	0	0
Flagstar bancorp inc	COM	337930705	1,827	43,100	SH		SOLE		43,100	0	0
Flowers foods inc	COM	343498101	211	8,200	SH		SOLE		8,200	0	0
Foot locker inc	COM	344849104	599	20,200	SH		SOLE		20,200	0	0
Ford Motor Co	COM	345370860	3,773	223,100	SH		SOLE		223,100	0	0
Fortune brands home & securi	COM	34964C106	903	12,150	SH		SOLE		12,150	0	0
Gms inc	COM	36251C103	2,156	43,314	SH		SOLE		43,314	0	0
Gap	COM	364760108	2,009	142,800	SH		SOLE		142,800	0	0
Generac holdings inc	COM	368736104	969	3,260	SH		SOLE		3,260	0	0
General motors co	COM	37045V100	6,651	152,050	SH		SOLE		152,050	0	0
Gilead Sciences	COM	375558103	7,486	125,920	SH		SOLE		125,920	0	0
GLOBAL PAYMENTS	COM	37940X102	1,234	9,020	SH		SOLE		9,020	0	0
Goldman Sachs Group	COM	38141G104	11,527	34,920	SH		SOLE		34,920	0	0
Grainger (Ww)	COM	384802104	4,121	7,990	SH		SOLE		7,990	0	0
Graphic packaging holding co	COM	388689101	136	6,800	SH		SOLE		6,800	0	0
Group 1 automotive inc	COM	398905109	369	2,200	SH		SOLE		2,200	0	0
Guess inc	COM	401617105	393	18,000	SH		SOLE		18,000	0	0
Hca Healthcare Inc	COM	40412C101	4,361	17,400	SH		SOLE		17,400	0	0
Hewlett-Packard Co	COM	40434L105	8,037	221,400	SH		SOLE		221,400	0	0
Hanesbrands inc	COM	410345102	1,178	79,100	SH		SOLE		79,100	0	0
Hartford Financial Svcs	COM	416515104	2,248	31,300	SH		SOLE		31,300	0	0
Hershey Co (The)	COM	427866108	1,116	5,150	SH		SOLE		5,150	0	0
Hewlett packard ent co	COM	42824C109	6,259	374,800	SH		SOLE		374,800	0	0
Hologic	COM	436440101	538	7,000	SH		SOLE		7,000	0	0
Home Depot	COM	437076102	5,178	17,300	SH		SOLE		17,300	0	0
Hubbell inc	COM	443510607	165	900	SH		SOLE		900	0	0
Huntington Bancshares	COM	446150104	332	22,700	SH		SOLE		22,700	0	0
Intel Corp	COM	458140100	2,203	44,500	SH		SOLE		44,500	0	0
Interface inc	COM	458665304	244	18,000	SH		SOLE		18,000	0	0
Intl business machines corp	COM	459200101	3,979	30,600	SH		SOLE		30,600	0	0
Interpublic Group Of Cos	COM	460690100	8,451	238,400	SH		SOLE		238,400	0	0
Intuit	COM	461202103	2,038	4,240	SH		SOLE		4,240	0	0
Jpmorgan Chase & Co	COM	46625H100	16,057	117,800	SH		SOLE		117,800	0	0
Jabil circuit inc	COM	466313103	6,636	107,550	SH		SOLE		107,550	0	0
Johnson & Johnson	COM	478160104	22,189	125,200	SH		SOLE		125,200	0	0
Ziff Davis Inc	COM	48123V102	358	3,700	SH		SOLE		3,700	0	0
Juniper Networks	COM	48203R104	3,106	83,600	SH		SOLE		83,600	0	0
Kla Tencor Corp	COM	482480100	7,734	21,130	SH		SOLE		21,130	0	0
Kb home	COM NEW	48666K109	253	7,800	SH		SOLE		7,800	0	0
Keurig dr pepper inc	COM	49271V100	1,645	43,400	SH		SOLE		43,400	0	0
Keycorp	COM	493267108	553	24,700	SH		SOLE		24,700	0	0
Keysight technologies in-w/i	COM	49338L103	2,741	17,350	SH		SOLE		17,350	0	0
Knight-swift transportation	CL A	499049104	3,744	74,200	SH		SOLE		74,200	0	0
Kohls Corp	COM	500255104	4,764	78,800	SH		SOLE		78,800	0	0
Kroger Co	COM	501044101	10,550	183,900	SH		SOLE		183,900	0	0
Lam Research Corp	COM	512807108	2,213	4,120	SH		SOLE		4,120	0	0
Lennar Corp Cl A	COM	526057104	1,428	17,600	SH		SOLE		17,600	0	0
Lilly (Eli) & Co	COM SER A	532457108	13,328	46,540	SH		SOLE		46,540	0	0
Lincoln National Corp	COM	534187109	3,058	46,800	SH		SOLE		46,800	0	0
Lowe'S Cos	COM	548661107	2,466	12,200	SH		SOLE		12,200	0	0
Lumentum holdings inc	COM	55024U109	1,259	12,900	SH		SOLE		12,900	0	0
Mgic investment corp	COM	552848103	1,013	74,800	SH		SOLE		74,800	0	0
Macy'S	COM	55616P104	312	12,800	SH		SOLE		12,800	0	0
Malibu boats inc - a	COM	56117J100	1,013	17,500	SH		SOLE		17,500	0	0
Manpower	COMMON STOCK	56418H100	84	900	SH		SOLE		900	0	0
Marvell Technology Group	COM	573874104	1,311	18,300	SH		SOLE		18,300	0	0
Mastercard A	COM	57636Q104	9,835	27,520	SH		SOLE		27,520	0	0
Mcdonalds corp	COM	580135101	1,249	5,050	SH		SOLE		5,050	0	0
Mckesson	COM	58155Q103	1,788	5,840	SH		SOLE		5,840	0	0
Mercer international inc	ADR	588056101	459	33,000	SH		SOLE		33,000	0	0
Merck & Co	COM	58933Y105	12,646	154,120	SH		SOLE		154,120	0	0
Metlife	COM	59156R108	4,189	59,600	SH		SOLE		59,600	0	0
Metropolitan bank holding co	COM	591774104	753	7,400	SH		SOLE		7,400	0	0
Microsoft Corp	COM	594918104	67,617	219,480	SH		SOLE		219,480	0	0
Microchip Technology	COM	595017104	5,773	76,900	SH		SOLE		76,900	0	0
Micron Technology	COM	595112103	1,012	13,000	SH		SOLE		13,000	0	0
Herman miller inc	COM	600544100	1,209	35,000	SH		SOLE		35,000	0	0
Moderna inc	COM	60770K107	896	5,200	SH		SOLE		5,200	0	0
Morgan Stanley	COM	617446448	4,610	52,750	SH		SOLE		52,750	0	0
Motorola	COM NEW	620076307	242	1,000	SH		SOLE		1,000	0	0
Nelnet Inc-cl a	COM	64031N108	2,208	25,980	SH		SOLE		25,980	0	0
Netapp	COM	64110D104	5,514	66,450	SH		SOLE		66,450	0	0
Neurocrine biosciences inc	COM	64125C109	159	1,700	SH		SOLE		1,700	0	0
Nike B	CL A	654106103	3,028	22,500	SH		SOLE		22,500	0	0
Nordstrom	COM	655664100	84	3,100	SH		SOLE		3,100	0	0
Novavax inc	COM	670002401	81	1,100	SH		SOLE		1,100	0	0
Nu skin enterprises inc - a	COM NEW	67018T105	177	3,700	SH		SOLE		3,700	0	0
Nvidia	COM	67066G104	16,004	58,680	SH		SOLE		58,680	0	0
O'Reilly Automotive Inc	COM	67103H107	3,376	4,930	SH		SOLE		4,930	0	0
Omnicom Group	CL A	681919106	6,934	81,700	SH		SOLE		81,700	0	0
On semiconductor corp	COM	682189105	2,482	39,700	SH		SOLE		39,700	0	0
Oracle Corp	COM NEW	68389X105	12,215	147,650	SH		SOLE		147,650	0	0
Organon & co	COM	68622V106	438	12,542	SH		SOLE		12,542	0	0
Oshkosh corp	COMMON STOCK	688239201	1,786	17,750	SH		SOLE		17,750	0	0
Ppg Industries	COM	693506107	92	700	SH		SOLE		700	0	0
Pvh corp	COM	693656100	107	1,400	SH		SOLE		1,400	0	0
Party city holdco inc	COM	702149105	82	23,000	SH		SOLE		23,000	0	0
Patterson Cos	COMMON STOCK	703395103	1,433	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	70450Y103	2,273	19,660	SH		SOLE		19,660	0	0
Penske automotive group inc	COM	70959W103	431	4,600	SH		SOLE		4,600	0	0
Pepsico	COM	713448108	6,713	40,120	SH		SOLE		40,120	0	0
Pfizer	COM SER A	717081103	17,340	334,950	SH		SOLE		334,950	0	0
Power integrations inc	COM NEW	739276103	560	6,050	SH		SOLE		6,050	0	0
Principal Financial Grp	COM	74251V102	3,076	41,900	SH		SOLE		41,900	0	0
Procter & Gamble Co	COM	742718109	11,136	72,880	SH		SOLE		72,880	0	0
Prudential Financial	COM	744320102	3,740	31,650	SH		SOLE		31,650	0	0
Pulte Homes	COM	745867101	1,889	45,100	SH		SOLE		45,100	0	0
Qualcomm	COM	747525103	11,219	73,420	SH		SOLE		73,420	0	0
Quest Diagnostics	COMMON STOCK	74834L100	8,239	60,200	SH		SOLE		60,200	0	0
Radian group inc	COM	750236101	2,648	119,300	SH		SOLE		119,300	0	0
Regeneron Pharmaceuticals Inc	COM	75886F107	7,515	10,760	SH		SOLE		10,760	0	0
Regions Financial (New)	COM	7591EP100	999	44,900	SH		SOLE		44,900	0	0
Reinsurance Group of America	COM NEW	759351604	2,419	22,100	SH		SOLE		22,100	0	0
Reliance steel & aluminum	COM	759509102	1,200	6,550	SH		SOLE		6,550	0	0
Resolute forest products	COM	76117W109	775	60,100	SH		SOLE		60,100	0	0
Robert Half Int'L	COM	770323103	6,768	59,300	SH		SOLE		59,300	0	0
Roper Industries	COM CL A	776696106	330	700	SH		SOLE		700	0	0
Ryerson holding corp	COM	783754104	210	6,000	SH		SOLE		6,000	0	0
Salesforce.Com	COM	79466L302	962	4,530	SH		SOLE		4,530	0	0
Sanmina corp	COM	801056102	4,014	99,400	SH		SOLE		99,400	0	0
Sciplay corp-class a	COM	809087109	328	25,500	SH		SOLE		25,500	0	0
Signature bank	COM	82669G104	2,706	9,220	SH		SOLE		9,220	0	0
Silgan holdings inc	COM	827048109	1,789	38,700	SH		SOLE		38,700	0	0
American outdoor brands corp	COM	831754106	85	5,600	SH		SOLE		5,600	0	0
Jm Smucker Co	COM NEW	832696405	1,773	13,100	SH		SOLE		13,100	0	0
Snap-on inc	COM	833034101	7,089	34,500	SH		SOLE		34,500	0	0
Sonoco Products Co	COM	835495102	2,014	32,200	SH		SOLE		32,200	0	0
Sportsman's warehouse holdin	COM CL A	84920Y106	60	5,600	SH		SOLE		5,600	0	0
Sprouts farmers market inc	COM	85208M102	448	14,000	SH		SOLE		14,000	0	0
Stride inc	COM	86333M108	312	8,600	SH		SOLE		8,600	0	0
Stryker	COM	863667101	3,290	12,310	SH		SOLE		12,310	0	0
Synaptics inc	COM	87157D109	4,209	21,100	SH		SOLE		21,100	0	0
Synopsys	COM	871607107	717	2,150	SH		SOLE		2,150	0	0
Tapestry inc	COM	876030107	401	10,800	SH		SOLE		10,800	0	0
Target Corp	COMMON STOCK	87612E106	5,624	26,500	SH		SOLE		26,500	0	0
Tegna inc	COM	87901J105	130	5,800	SH		SOLE		5,800	0	0
Tenneco inc	COM	880349105	625	34,100	SH		SOLE		34,100	0	0
Teradyne inc	COM	880770102	745	6,300	SH		SOLE		6,300	0	0
Ternium SA Sponsored ADR	COM	880890108	1,242	27,200	SH		SOLE		27,200	0	0
Tesla inc	COM	88160R101	20,787	19,290	SH		SOLE		19,290	0	0
Texas Instruments	COM	882508104	1,998	10,900	SH		SOLE		10,900	0	0
Thermo Fisher Scientific	COM	883556102	1,548	2,620	SH		SOLE		2,620	0	0
3M Co	COM	88579Y101	1,474	9,900	SH		SOLE		9,900	0	0
Toll Brothers	COM	889478103	1,232	26,200	SH		SOLE		26,200	0	0
Tyson Foods A	COM	902494103	7,510	83,800	SH		SOLE		83,800	0	0
Ulta Beauty, Inc	COM	90384S303	757	1,900	SH		SOLE		1,900	0	0
Union Pacific Corp	COM	907818108	527	1,930	SH		SOLE		1,930	0	0
United Parcel Service B	CL B	911312106	2,391	11,150	SH		SOLE		11,150	0	0
United Rentals Inc	COM	911363109	7,902	22,250	SH		SOLE		22,250	0	0
United therapeutics corp	COM	91307C102	663	3,700	SH		SOLE		3,700	0	0
Unitedhealth Group	CL B	91324P102	18,767	36,800	SH		SOLE		36,800	0	0
Unum Group	COM	91529Y106	2,370	75,200	SH		SOLE		75,200	0	0
Verizon communications inc	COM	92343V104	11,498	225,763	SH		SOLE		225,763	0	0
Vertex Pharmaceuticals	CL A	92532F100	4,311	16,520	SH		SOLE		16,520	0	0
Viatris inc-w/i	CL B	92556V106	492	45,221	SH		SOLE		45,221	0	0
Visa A	CL A	92826C839	11,295	50,930	SH		SOLE		50,930	0	0
Vmware inc-class a	CL A COM	928563402	2,070	18,200	SH		SOLE		18,200	0	0
Walmart Inc	COM	931142103	2,740	18,400	SH		SOLE		18,400	0	0
Walgreen Co	COM	931427108	4,645	103,760	SH		SOLE		103,760	0	0
Walker & dunlop inc	COM	93148P102	3,777	29,200	SH		SOLE		29,200	0	0
Webster financial corp	CL A	947890109	1,100	19,600	SH		SOLE		19,600	0	0
Wells Fargo & Co	COM	949746101	2,026	41,800	SH		SOLE		41,800	0	0
Western alliance bancorp	COM	957638109	787	9,500	SH		SOLE		9,500	0	0
Western Digital	COM	958102105	2,954	59,500	SH		SOLE		59,500	0	0
Westrock co	COM	96145D105	748	15,900	SH		SOLE		15,900	0	0
Whirlpool Corp	COM	963320106	397	2,300	SH		SOLE		2,300	0	0
Williams-sonoma inc	COM	969904101	5,380	37,100	SH		SOLE		37,100	0	0
Wolverine world wide inc	COM	978097103	70	3,100	SH		SOLE		3,100	0	0
Xperi holding corp	COM	98390M103	258	14,900	SH		SOLE		14,900	0	0
Yeti holdings inc	COM	98585X104	522	8,700	SH		SOLE		8,700	0	0
Zebra technologies corp-cl a	COM	989207105	352	850	SH		SOLE		850	0	0
Zumiez inc	CL A	989817101	2,713	71,100	SH		SOLE		71,100	0	0