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 | 24,461 | 565,000 | SH | SOLE | 1 | 565,000 | 0 | 0 | |
| INTEL | COM | 458140100 | 17,905 | 382,000 | SH | SOLE | 1 | 382,000 | 0 | 0 | |
| FIRST SOLAR INC | COM | 336433107 | 15,437 | 364,000 | SH | SOLE | 1 | 364,000 | 0 | 0 | |
| APPLE | COM | 037833100 | 14,891 | 94,000 | SH | SOLE | 1 | 94,000 | 0 | 0 | |
| SOLAREDGE | COM | 83417M104 | 13,276 | 378,000 | SH | SOLE | 1 | 378,000 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS | COM | 02553E106 | 12,879 | 666,000 | SH | SOLE | 1 | 666,000 | 0 | 0 | |
| APPLIED MATERIALS | COM | 038222105 | 11,832 | 361,000 | SH | SOLE | 1 | 361,000 | 0 | 0 | |
| AMGEN | COM | 031162100 | 11,707 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| CELGENE | COM | 151020104 | 11,421 | 178,000 | SH | SOLE | 1 | 178,000 | 0 | 0 | |
| CIENA | COM | 171779309 | 11,004 | 325,000 | SH | SOLE | 1 | 325,000 | 0 | 0 | |
| ABBOTT | COM | 002824100 | 10,625 | 147,000 | SH | SOLE | 1 | 147,000 | 0 | 0 | |
| BOSTON SCIENTIFIC | COM | 101137107 | 10,344 | 293,000 | SH | SOLE | 1 | 293,000 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 9,995 | 160,000 | SH | SOLE | 1 | 160,000 | 0 | 0 | |
| JABIL | COM | 466313103 | 9,988 | 403,000 | SH | SOLE | 1 | 403,000 | 0 | 0 | |
| HP | COM | 40434L105 | 9,626 | 471,000 | SH | SOLE | 1 | 471,000 | 0 | 0 | |
| PFIZER | COM | 717081103 | 9,455 | 217,000 | SH | SOLE | 1 | 217,000 | 0 | 0 | |
| FINISAR | COM | 31787A507 | 8,996 | 417,000 | SH | SOLE | 1 | 417,000 | 0 | 0 | |
| ZIMMER BIOMET | COM | 98956P102 | 8,974 | 87,000 | SH | SOLE | 1 | 87,000 | 0 | 0 | |
| DSP GROUP | COM | 23332B106 | 8,930 | 797,000 | SH | SOLE | 1 | 797,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 7,954 | 49,000 | SH | SOLE | 1 | 49,000 | 0 | 0 | |
| ANTHEM | COM | 036752103 | 7,829 | 30,000 | SH | SOLE | 1 | 30,000 | 0 | 0 | |
| ITRON INC | COM | 465741106 | 7,771 | 164,000 | SH | SOLE | 1 | 164,000 | 0 | 0 | |
| MOTOROLA SOLUTIONS | COM | 620076307 | 7,673 | 67,000 | SH | SOLE | 1 | 67,000 | 0 | 0 | |
| JOHNSON CONTROLS | COM | G51502105 | 7,577 | 256,000 | SH | SOLE | 1 | 256,000 | 0 | 0 | |
| TPI COMPOSITES | COM | 87266J104 | 7,543 | 307,000 | SH | SOLE | 1 | 307,000 | 0 | 0 | |
| CERNER | COM | 156782104 | 7,543 | 144,000 | SH | SOLE | 1 | 144,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 7,305 | 93,000 | SH | SOLE | 1 | 93,000 | 0 | 0 | |
| HERMAN MILLER | COM | 600544100 | 6,935 | 229,000 | SH | SOLE | 1 | 229,000 | 0 | 0 | |
| CITRIX SYSTEMS | COM | 177376100 | 6,229 | 61,000 | SH | SOLE | 1 | 61,000 | 0 | 0 | |
| TEXAS INSTRUMENTS | COM | 882508104 | 6,092 | 64,000 | SH | SOLE | 1 | 64,000 | 0 | 0 | |
| MICROSOFT | COM | 594918104 | 5,659 | 56,000 | SH | SOLE | 1 | 56,000 | 0 | 0 | |
| SKECHERS | COM | 830566105 | 5,267 | 230,000 | SH | SOLE | 1 | 230,000 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 4,640 | 41,000 | SH | SOLE | 1 | 41,000 | 0 | 0 | |
| II-VI | COM | 902104108 | 4,577 | 141,000 | SH | SOLE | 1 | 141,000 | 0 | 0 | |
| LOGMEIN INC | COM | 54142L109 | 4,544 | 56,000 | SH | SOLE | 1 | 56,000 | 0 | 0 | |
| MASCO | COM | 574599106 | 4,240 | 145,000 | SH | SOLE | 1 | 145,000 | 0 | 0 | |
| FORTUNE BRANDS | COM | 34964C106 | 3,949 | 104,000 | SH | SOLE | 1 | 104,000 | 0 | 0 | |
| ULTA BEAUTY | COM | 90384S303 | 3,709 | 15,000 | SH | SOLE | 1 | 15,000 | 0 | 0 | |
| BEST BUY | COM | 086516101 | 3,707 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 | |
| VAREX | COM | 92214X106 | 2,950 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | |
| COHERENT | COM | 192479103 | 1,411 | 13,000 | SH | SOLE | 1 | 13,000 | 0 | 0 | |
| NOVANTA | COM | 67000B104 | 567 | 9,000 | SH | SOLE | 1 | 9,000 | 0 | 0 | |
| PIXELWORKS | COM | 72581M305 | 98 | 34,000 | SH | SOLE | 1 | 34,000 | 0 | 0 | |