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 | 26,546 | 485,000 | SH | SOLE | 1 | 485,000 | 0 | 0 | |
| FIRST SOLAR INC | COM | 336433107 | 23,881 | 364,000 | SH | SOLE | 1 | 364,000 | 0 | 0 | |
| APPLIED MATERIALS | COM | 038222105 | 16,230 | 361,000 | SH | SOLE | 1 | 361,000 | 0 | 0 | |
| INTEL | COM | 458140100 | 14,937 | 312,000 | SH | SOLE | 1 | 312,000 | 0 | 0 | |
| CIENA | COM | 171779309 | 13,347 | 325,000 | SH | SOLE | 1 | 325,000 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS | COM | 02553E106 | 13,122 | 776,000 | SH | SOLE | 1 | 776,000 | 0 | 0 | |
| JABIL | COM | 466313103 | 12,732 | 403,000 | SH | SOLE | 1 | 403,000 | 0 | 0 | |
| APPLE | COM | 037833100 | 11,143 | 56,000 | SH | SOLE | 1 | 56,000 | 0 | 0 | |
| MOTOROLA SOLUTIONS | COM | 620076307 | 11,121 | 67,000 | SH | SOLE | 1 | 67,000 | 0 | 0 | |
| AMGEN | COM | 031162100 | 11,083 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 10,796 | 160,000 | SH | SOLE | 1 | 160,000 | 0 | 0 | |
| JOHNSON CONTROLS | COM | G51502105 | 10,557 | 256,000 | SH | SOLE | 1 | 256,000 | 0 | 0 | |
| CERNER | COM | 156782104 | 10,543 | 144,000 | SH | SOLE | 1 | 144,000 | 0 | 0 | |
| BOSTON SCIENTIFIC | COM | 101137107 | 10,431 | 243,000 | SH | SOLE | 1 | 243,000 | 0 | 0 | |
| ITRON INC | COM | 465741106 | 10,282 | 164,000 | SH | SOLE | 1 | 164,000 | 0 | 0 | |
| HERMAN MILLER | COM | 600544100 | 10,248 | 229,000 | SH | SOLE | 1 | 229,000 | 0 | 0 | |
| ABBOTT | COM | 002824100 | 10,197 | 121,000 | SH | SOLE | 1 | 121,000 | 0 | 0 | |
| ZIMMER BIOMET | COM | 98956P102 | 10,187 | 87,000 | SH | SOLE | 1 | 87,000 | 0 | 0 | |
| SOLAREDGE | COM | 83417M104 | 9,872 | 158,000 | SH | SOLE | 1 | 158,000 | 0 | 0 | |
| HP | COM | 40434L105 | 9,782 | 471,000 | SH | SOLE | 1 | 471,000 | 0 | 0 | |
| PFIZER | COM | 717081103 | 9,383 | 217,000 | SH | SOLE | 1 | 217,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 9,374 | 93,000 | SH | SOLE | 1 | 93,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 8,095 | 49,000 | SH | SOLE | 1 | 49,000 | 0 | 0 | |
| DSP GROUP | COM | 23332B106 | 7,943 | 553,000 | SH | SOLE | 1 | 553,000 | 0 | 0 | |
| TPI COMPOSITES | COM | 87266J104 | 7,586 | 307,000 | SH | SOLE | 1 | 307,000 | 0 | 0 | |
| MICROSOFT | COM | 594918104 | 7,464 | 56,000 | SH | SOLE | 1 | 56,000 | 0 | 0 | |
| TEXAS INSTRUMENTS | COM | 882508104 | 7,399 | 64,000 | SH | SOLE | 1 | 64,000 | 0 | 0 | |
| II-VI | COM | 902104108 | 7,286 | 199,000 | SH | SOLE | 1 | 199,000 | 0 | 0 | |
| SKECHERS | COM | 830566105 | 7,246 | 230,000 | SH | SOLE | 1 | 230,000 | 0 | 0 | |
| ANTHEM | COM | 036752103 | 6,155 | 22,000 | SH | SOLE | 1 | 22,000 | 0 | 0 | |
| CITRIX SYSTEMS | COM | 177376100 | 5,966 | 61,000 | SH | SOLE | 1 | 61,000 | 0 | 0 | |
| FORTUNE BRANDS | COM | 34964C106 | 5,939 | 104,000 | SH | SOLE | 1 | 104,000 | 0 | 0 | |
| WALT DISNEY | COM | 254687106 | 5,865 | 42,000 | SH | SOLE | 1 | 42,000 | 0 | 0 | |
| MASCO | COM | 574599106 | 5,690 | 145,000 | SH | SOLE | 1 | 145,000 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 5,575 | 41,000 | SH | SOLE | 1 | 41,000 | 0 | 0 | |
| ULTA BEAUTY | COM | 90384S303 | 5,255 | 15,000 | SH | SOLE | 1 | 15,000 | 0 | 0 | |
| BEST BUY | COM | 086516101 | 4,881 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 | |
| FOOT LOCKER | COM | 344849104 | 4,699 | 112,000 | SH | SOLE | 1 | 112,000 | 0 | 0 | |
| URBAN OUTFITTERS | COM | 917047102 | 4,677 | 206,000 | SH | SOLE | 1 | 206,000 | 0 | 0 | |
| BRISTOL-MYERS SQUIBB | COM | 110122108 | 4,626 | 102,000 | SH | SOLE | 1 | 102,000 | 0 | 0 | |
| LOGMEIN INC | COM | 54142L109 | 4,105 | 56,000 | SH | SOLE | 1 | 56,000 | 0 | 0 | |
| VAREX | COM | 92214X106 | 3,818 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | |
| WATTS WATER | COM | 942749102 | 2,632 | 28,000 | SH | SOLE | 1 | 28,000 | 0 | 0 | |
| JACOBS ENGINEERING | COM | 469814107 | 2,565 | 30,000 | SH | SOLE | 1 | 30,000 | 0 | 0 | |
| COHERENT | COM | 192479103 | 1,821 | 13,000 | SH | SOLE | 1 | 13,000 | 0 | 0 | |
| NOVANTA | COM | 67000B104 | 849 | 9,000 | SH | SOLE | 1 | 9,000 | 0 | 0 | |