The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 |
| CISCO SYSTEMS | COM | 17275R102 | 30,663 | 715,000 | SH | SOLE | 1 | 715,000 | 0 | 0 | |
| INTEL | COM | 458140100 | 23,323 | 448,000 | SH | SOLE | 1 | 448,000 | 0 | 0 | |
| APPLE | COM | 037833100 | 21,971 | 131,000 | SH | SOLE | 1 | 131,000 | 0 | 0 | |
| APPLIED MATERIALS | COM | 038222105 | 18,756 | 337,000 | SH | SOLE | 1 | 337,000 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS | COM | 02553E106 | 16,440 | 825,000 | SH | SOLE | 1 | 825,000 | 0 | 0 | |
| SOLAREDGE | COM | 83417M104 | 15,735 | 299,000 | SH | SOLE | 1 | 299,000 | 0 | 0 | |
| MICROSOFT | COM | 594918104 | 13,546 | 148,000 | SH | SOLE | 1 | 148,000 | 0 | 0 | |
| FIRST SOLAR INC | COM | 336433107 | 12,507 | 176,000 | SH | SOLE | 1 | 176,000 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 10,728 | 142,000 | SH | SOLE | 1 | 142,000 | 0 | 0 | |
| ABBOTT | COM | 002824100 | 10,690 | 178,000 | SH | SOLE | 1 | 178,000 | 0 | 0 | |
| DSP GROUP | COM | 23332B106 | 10,470 | 887,000 | SH | SOLE | 1 | 887,000 | 0 | 0 | |
| BOSTON SCIENTIFIC CORPORATION | COM | 101137107 | 10,305 | 377,000 | SH | SOLE | 1 | 377,000 | 0 | 0 | |
| ITRON INC | COM | 465741106 | 10,262 | 143,000 | SH | SOLE | 1 | 143,000 | 0 | 0 | |
| AMGEN | COM | 031162100 | 10,253 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| PFIZER | COM | 717081103 | 10,097 | 285,000 | SH | SOLE | 1 | 285,000 | 0 | 0 | |
| CERNER | COM | 156782104 | 9,369 | 162,000 | SH | SOLE | 1 | 162,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 9,268 | 39,000 | SH | SOLE | 1 | 39,000 | 0 | 0 | |
| ANTHEM | COM | 036752103 | 9,054 | 41,000 | SH | SOLE | 1 | 41,000 | 0 | 0 | |
| JABIL | COM | 466313103 | 9,053 | 315,000 | SH | SOLE | 1 | 315,000 | 0 | 0 | |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 8,405 | 335,000 | SH | SOLE | 1 | 335,000 | 0 | 0 | |
| CIENA | COM | 171779309 | 8,405 | 325,000 | SH | SOLE | 1 | 325,000 | 0 | 0 | |
| ZIMMER BIOMET | COM | 98956P102 | 8,235 | 76,000 | SH | SOLE | 1 | 76,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 8,156 | 67,000 | SH | SOLE | 1 | 67,000 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 8,077 | 66,000 | SH | SOLE | 1 | 66,000 | 0 | 0 | |
| CELGENE | COM | 151020104 | 7,850 | 88,000 | SH | SOLE | 1 | 88,000 | 0 | 0 | |
| HP Inc | COM | 40434L105 | 7,527 | 343,000 | SH | SOLE | 1 | 343,000 | 0 | 0 | |
| HERMAN MILLER | COM | 600544100 | 7,325 | 229,000 | SH | SOLE | 1 | 229,000 | 0 | 0 | |
| MOHAWK INDUSTRIES | COM | 608190104 | 7,292 | 31,000 | SH | SOLE | 1 | 31,000 | 0 | 0 | |
| CITRIX SYSTEMS | COM | 177376100 | 7,237 | 78,000 | SH | SOLE | 1 | 78,000 | 0 | 0 | |
| TEXAS INSTRUMENTS | COM | 882508104 | 6,698 | 64,000 | SH | SOLE | 1 | 64,000 | 0 | 0 | |
| JOHNSON CONTROLS INTERNATIONAL PLC | COM | G51502105 | 6,539 | 186,000 | SH | SOLE | 1 | 186,000 | 0 | 0 | |
| FINISAR CORPORATION | COM | 31787A507 | 5,415 | 343,000 | SH | SOLE | 1 | 343,000 | 0 | 0 | |
| PIER 1 IMPORTS | COM | 720279108 | 5,268 | 1,636,000 | SH | SOLE | 1 | 1,636,000 | 0 | 0 | |
| ULTA BEAUTY | COM | 90384S303 | 4,617 | 23,000 | SH | SOLE | 1 | 23,000 | 0 | 0 | |
| VAREX | COM | 92214X106 | 4,457 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | |
| LOGMEIN INC | COM | 54142L109 | 3,144 | 27,000 | SH | SOLE | 1 | 27,000 | 0 | 0 | |
| EXPRESS SCRIPTS HOLDING CO | COM | 30219G108 | 2,439 | 35,000 | SH | SOLE | 1 | 35,000 | 0 | 0 | |
| CHEESECAKE FACTORY | COM | 163072101 | 2,218 | 46,000 | SH | SOLE | 1 | 46,000 | 0 | 0 | |
| TPI COMPOSITES | COM | 87266J104 | 2,054 | 91,000 | SH | SOLE | 1 | 91,000 | 0 | 0 | |
| ETHAN ALLEN INTERIORS | COM | 297602104 | 1,942 | 85,000 | SH | SOLE | 1 | 85,000 | 0 | 0 | |
| ADIENT | COM | G0084W101 | 1,294 | 22,000 | SH | SOLE | 1 | 22,000 | 0 | 0 | |
| NOVANTA | COM | 67000B104 | 939 | 18,000 | SH | SOLE | 1 | 18,000 | 0 | 0 | |
| PIXELWORKS | COM | 72581M305 | 131 | 34,000 | SH | SOLE | 1 | 34,000 | 0 | 0 | |