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 |
| CIENA | COM | 171779309 | 20,782 | 522,000 | SH | SOLE | 1 | 522,000 | 0 | 0 | |
| INTEL | COM | 458140100 | 14,943 | 276,000 | SH | SOLE | 1 | 276,000 | 0 | 0 | |
| CISCO SYSTEMS | COM | 17275R102 | 14,672 | 373,000 | SH | SOLE | 1 | 373,000 | 0 | 0 | |
| APPLIED MATERIALS | COM | 038222105 | 13,188 | 288,000 | SH | SOLE | 1 | 288,000 | 0 | 0 | |
| SOLAREDGE | COM | 83417M104 | 12,720 | 155,000 | SH | SOLE | 1 | 155,000 | 0 | 0 | |
| APPLE | COM | 037833100 | 10,973 | 43,000 | SH | SOLE | 1 | 43,000 | 0 | 0 | |
| AMGEN | COM | 031162100 | 10,797 | 53,000 | SH | SOLE | 1 | 53,000 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 10,584 | 142,000 | SH | SOLE | 1 | 142,000 | 0 | 0 | |
| FIRST SOLAR INC | COM | 336433107 | 10,440 | 290,000 | SH | SOLE | 1 | 290,000 | 0 | 0 | |
| JABIL | COM | 466313103 | 10,436 | 425,000 | SH | SOLE | 1 | 425,000 | 0 | 0 | |
| BRISTOL-MYERS SQUIBB | COM | 110122108 | 10,377 | 186,000 | SH | SOLE | 1 | 186,000 | 0 | 0 | |
| II-VI | COM | 902104108 | 10,029 | 352,000 | SH | SOLE | 1 | 352,000 | 0 | 0 | |
| ZIMMER BIOMET | COM | 98956P102 | 9,351 | 93,000 | SH | SOLE | 1 | 93,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 9,139 | 91,000 | SH | SOLE | 1 | 91,000 | 0 | 0 | |
| ITRON INC | COM | 465741106 | 9,033 | 162,000 | SH | SOLE | 1 | 162,000 | 0 | 0 | |
| MOTOROLA SOLUTIONS | COM | 620076307 | 8,723 | 66,000 | SH | SOLE | 1 | 66,000 | 0 | 0 | |
| MICROSOFT | COM | 594918104 | 8,663 | 55,000 | SH | SOLE | 1 | 55,000 | 0 | 0 | |
| PFIZER | COM | 717081103 | 8,080 | 248,000 | SH | SOLE | 1 | 248,000 | 0 | 0 | |
| CERNER | COM | 156782104 | 8,077 | 128,000 | SH | SOLE | 1 | 128,000 | 0 | 0 | |
| HP | COM | 40434L105 | 8,054 | 464,000 | SH | SOLE | 1 | 464,000 | 0 | 0 | |
| ABBOTT | COM | 002824100 | 7,919 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | |
| CITRIX SYSTEMS | COM | 177376100 | 7,896 | 56,000 | SH | SOLE | 1 | 56,000 | 0 | 0 | |
| ANTHEM | COM | 036752103 | 7,699 | 34,000 | SH | SOLE | 1 | 34,000 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS | COM | 02553E106 | 7,661 | 964,000 | SH | SOLE | 1 | 964,000 | 0 | 0 | |
| JACOBS ENGINEERING | COM | 469814107 | 7,646 | 96,000 | SH | SOLE | 1 | 96,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 7,375 | 61,000 | SH | SOLE | 1 | 61,000 | 0 | 0 | |
| BEST BUY | COM | 086516101 | 7,311 | 128,000 | SH | SOLE | 1 | 128,000 | 0 | 0 | |
| HERMAN MILLER | COM | 600544100 | 7,244 | 326,000 | SH | SOLE | 1 | 326,000 | 0 | 0 | |
| BOSTON SCIENTIFIC | COM | 101137107 | 7,075 | 217,000 | SH | SOLE | 1 | 217,000 | 0 | 0 | |
| SKECHERS | COM | 830566105 | 6,900 | 291,000 | SH | SOLE | 1 | 291,000 | 0 | 0 | |
| JOHNSON CONTROLS | COM | G51502105 | 6,781 | 252,000 | SH | SOLE | 1 | 252,000 | 0 | 0 | |
| FOOT LOCKER | COM | 344849104 | 5,824 | 264,000 | SH | SOLE | 1 | 264,000 | 0 | 0 | |
| TEXAS INSTRUMENTS | COM | 882508104 | 5,604 | 56,000 | SH | SOLE | 1 | 56,000 | 0 | 0 | |
| MASCO | COM | 574599106 | 4,941 | 143,000 | SH | SOLE | 1 | 143,000 | 0 | 0 | |
| FORTUNE BRANDS | COM | 34964C106 | 4,431 | 102,000 | SH | SOLE | 1 | 102,000 | 0 | 0 | |
| BOOKING HOLDINGS | COM | 09857L108 | 4,292 | 3,000 | SH | SOLE | 1 | 3,000 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 4,134 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
| WALT DISNEY | COM | 254687106 | 3,976 | 41,000 | SH | SOLE | 1 | 41,000 | 0 | 0 | |
| NVIDIA | COM | 67066G104 | 3,928 | 15,000 | SH | SOLE | 1 | 15,000 | 0 | 0 | |
| RH | COM | 74967X103 | 3,295 | 33,000 | SH | SOLE | 1 | 33,000 | 0 | 0 | |
| BRINKER INTERNATIONAL | COM | 109641100 | 3,003 | 250,000 | SH | SOLE | 1 | 250,000 | 0 | 0 | |
| URBAN OUTFITTERS | COM | 917047102 | 2,875 | 202,000 | SH | SOLE | 1 | 202,000 | 0 | 0 | |
| WATTS WATER | COM | 942749102 | 2,345 | 28,000 | SH | SOLE | 1 | 28,000 | 0 | 0 | |
| COHERENT | COM | 192479103 | 2,142 | 20,000 | SH | SOLE | 1 | 20,000 | 0 | 0 | |
| COM | 30303M102 | 1,952 | 12,000 | SH | SOLE | 1 | 12,000 | 0 | 0 | ||
| ZYMEWORKS INC | COM | 98985W102 | 1,745 | 49,000 | SH | SOLE | 1 | 49,000 | 0 | 0 | |
| NOVANTA | COM | 67000B104 | 719 | 9,000 | SH | SOLE | 1 | 9,000 | 0 | 0 | |