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 | 21,339 | 538,000 | SH | SOLE | 1 | 538,000 | 0 | 0 | |
FIRST SOLAR INC | COM | 336433107 | 18,609 | 281,000 | SH | SOLE | 1 | 281,000 | 0 | 0 | |
SOLAREDGE | COM | 83417M104 | 16,626 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 | |
APPLIED MATERIALS | COM | 038222105 | 16,618 | 280,000 | SH | SOLE | 1 | 280,000 | 0 | 0 | |
II-VI | COM | 902104108 | 14,368 | 354,000 | SH | SOLE | 1 | 354,000 | 0 | 0 | |
JABIL | COM | 466313103 | 14,128 | 412,000 | SH | SOLE | 1 | 412,000 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 13,926 | 55,000 | SH | SOLE | 1 | 55,000 | 0 | 0 | |
BEST BUY | COM | 086516101 | 13,862 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | |
AMERICAN EAGLE OUTFITTERS | COM | 02553E106 | 13,862 | 936,000 | SH | SOLE | 1 | 936,000 | 0 | 0 | |
BRISTOL-MYERS SQUIBB | COM | 110122108 | 13,626 | 226,000 | SH | SOLE | 1 | 226,000 | 0 | 0 | |
AMGEN | COM | 031162100 | 12,355 | 49,000 | SH | SOLE | 1 | 49,000 | 0 | 0 | |
HP | COM | 40434L105 | 12,250 | 645,000 | SH | SOLE | 1 | 645,000 | 0 | 0 | |
ZIMMER BIOMET | COM | 98956P102 | 12,227 | 90,000 | SH | SOLE | 1 | 90,000 | 0 | 0 | |
MOTOROLA SOLUTIONS | COM | 620076307 | 12,016 | 77,000 | SH | SOLE | 1 | 77,000 | 0 | 0 | |
FORTUNE BRANDS | COM | 34964C106 | 11,494 | 133,000 | SH | SOLE | 1 | 133,000 | 0 | 0 | |
DR HORTON | COM | 23331A109 | 11,477 | 152,000 | SH | SOLE | 1 | 152,000 | 0 | 0 | |
ANTHEM | COM | 036752103 | 11,222 | 42,000 | SH | SOLE | 1 | 42,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 10,718 | 82,000 | SH | SOLE | 1 | 82,000 | 0 | 0 | |
ITRON INC | COM | 465741106 | 10,648 | 175,000 | SH | SOLE | 1 | 175,000 | 0 | 0 | |
RH | COM | 74967X103 | 10,139 | 27,000 | SH | SOLE | 1 | 27,000 | 0 | 0 | |
JOHNSON CONTROLS | COM | G51502105 | 9,976 | 244,000 | SH | SOLE | 1 | 244,000 | 0 | 0 | |
FOOT LOCKER | COM | 344849104 | 9,830 | 298,000 | SH | SOLE | 1 | 298,000 | 0 | 0 | |
GILEAD SCIENCES INC | COM | 375558103 | 9,589 | 152,000 | SH | SOLE | 1 | 152,000 | 0 | 0 | |
BRINKER INTERNATIONAL | COM | 109641100 | 9,298 | 218,000 | SH | SOLE | 1 | 218,000 | 0 | 0 | |
APPLE | COM | 037833100 | 9,207 | 80,000 | SH | SOLE | 1 | 80,000 | 0 | 0 | |
BIOGEN | COM | 09062X103 | 8,995 | 32,000 | SH | SOLE | 1 | 32,000 | 0 | 0 | |
CISCO SYSTEMS | COM | 17275R102 | 8,884 | 226,000 | SH | SOLE | 1 | 226,000 | 0 | 0 | |
HERMAN MILLER | COM | 600544100 | 8,693 | 288,000 | SH | SOLE | 1 | 288,000 | 0 | 0 | |
JACOBS ENGINEERING | COM | 469814107 | 8,688 | 94,000 | SH | SOLE | 1 | 94,000 | 0 | 0 | |
CERNER | COM | 156782104 | 8,576 | 119,000 | SH | SOLE | 1 | 119,000 | 0 | 0 | |
MICROSOFT | COM | 594918104 | 8,535 | 41,000 | SH | SOLE | 1 | 41,000 | 0 | 0 | |
SKECHERS | COM | 830566105 | 8,529 | 282,000 | SH | SOLE | 1 | 282,000 | 0 | 0 | |
LUMENTUM | COM | 55024U109 | 8,276 | 110,000 | SH | SOLE | 1 | 110,000 | 0 | 0 | |
TEXAS INSTRUMENTS | COM | 882508104 | 7,779 | 54,000 | SH | SOLE | 1 | 54,000 | 0 | 0 | |
ABBOTT | COM | 002824100 | 7,651 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 | |
BOSTON SCIENTIFIC | COM | 101137107 | 6,924 | 181,000 | SH | SOLE | 1 | 181,000 | 0 | 0 | |
CITRIX SYSTEMS | COM | 177376100 | 6,332 | 46,000 | SH | SOLE | 1 | 46,000 | 0 | 0 | |
NVIDIA | COM | 67066G104 | 5,358 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | |
WALT DISNEY | COM | 254687106 | 4,958 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
INTEL | COM | 458140100 | 4,793 | 93,000 | SH | SOLE | 1 | 93,000 | 0 | 0 | |
WATTS WATER | COM | 942749102 | 4,442 | 44,000 | SH | SOLE | 1 | 44,000 | 0 | 0 | |
BOOKING HOLDINGS | COM | 09857L108 | 4,174 | 2,000 | SH | SOLE | 1 | 2,000 | 0 | 0 | |
URBAN OUTFITTERS | COM | 917047102 | 4,079 | 196,000 | SH | SOLE | 1 | 196,000 | 0 | 0 | |
TPI COMPOSITES | COM | 87266J104 | 3,206 | 111,000 | SH | SOLE | 1 | 111,000 | 0 | 0 | |
COM | 30303M102 | 2,986 | 11,000 | SH | SOLE | 1 | 11,000 | 0 | 0 | ||
ZYMEWORKS INC | COM | 98985W102 | 2,292 | 49,000 | SH | SOLE | 1 | 49,000 | 0 | 0 | |
NOVANTA | COM | 67000B104 | 948 | 9,000 | SH | SOLE | 1 | 9,000 | 0 | 0 |