UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 6,172 | 10,885 | SH | SOLE | 10,885 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 27,242 | 572,181 | SH | SOLE | 572,181 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 32,314 | 11,154 | SH | SOLE | 11,154 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,385 | 1,615 | SH | SOLE | 1,615 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 10,971 | 23,667 | SH | SOLE | 23,667 | 0 | 0 | ||
| BIONTECH SE | SPONSORED ADS | 09075V102 | 8,444 | 32,754 | SH | SOLE | 32,754 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 3,184 | 1,327 | SH | SOLE | 1,327 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 2,439 | 10,621 | SH | SOLE | 10,621 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 13,779 | 133,570 | SH | SOLE | 133,570 | 0 | 0 | ||
| CHEVRON CORP NEW | COM | 166764100 | 4,331 | 36,910 | SH | SOLE | 36,910 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 4,072 | 104,770 | SH | SOLE | 104,770 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 6,210 | 40,095 | SH | SOLE | 40,095 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 1,244 | 5,680 | SH | SOLE | 5,680 | 0 | 0 | ||
| EXXON MOBILE CORP | COM | 30231G102 | 4,093 | 66,883 | SH | SOLE | 66,883 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 29,413 | 87,447 | SH | SOLE | 87,447 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 7,752 | 327,092 | SH | SOLE | 327,092 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 7,021 | 15,137 | SH | SOLE | 15,137 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 2,271 | 157,460 | SH | SOLE | 157,460 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 8,694 | 113,440 | SH | SOLE | 113,440 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 36,436 | 108,338 | SH | SOLE | 103,338 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 356 | 3,822 | SH | SOLE | 3,822 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 3,216 | 12,663 | SH | SOLE | 12,663 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 6,999 | 23,798 | SH | SOLE | 23,798 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 13,900 | 159,381 | SH | SOLE | 159,381 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 2,160 | 11,454 | SH | SOLE | 11,454 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 2,235 | 105,766 | SH | SOLE | 105,766 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 10,953 | 365,725 | SH | SOLE | 365,725 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 9,143 | 213,424 | SH | SOLE | 213,424 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 36,480 | 786,387 | SH | SOLE | 786,387 | 0 | 0 | ||
| 10X GENOMICS INC | CL A COM | 88025U109 | 1,082 | 7,264 | SH | SOLE | 7,264 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 3,626 | 147,272 | SH | SOLE | 147,272 | 0 | 0 | ||