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 |
APPLIED MATERIALS | COM | 038222105 | 33,099 | 248,000 | SH | SOLE | 0 | 248,000 | 0 | 0 | |
CIENA | COM | 171779309 | 28,972 | 529,000 | SH | SOLE | 0 | 529,000 | 0 | 0 | |
JABIL | COM | 466313103 | 19,924 | 382,000 | SH | SOLE | 0 | 382,000 | 0 | 0 | |
FIRST SOLAR INC | COM | 336433107 | 19,126 | 219,000 | SH | SOLE | 0 | 219,000 | 0 | 0 | |
LUMENTUM | COM | 55024U109 | 19,031 | 208,000 | SH | SOLE | 0 | 208,000 | 0 | 0 | |
II-VI | COM | 902104108 | 18,649 | 273,000 | SH | SOLE | 0 | 273,000 | 0 | 0 | |
DR HORTON | COM | 23331A109 | 16,752 | 188,000 | SH | SOLE | 0 | 188,000 | 0 | 0 | |
AMERICAN EAGLE OUTFITTERS | COM | 02553E106 | 16,558 | 566,000 | SH | SOLE | 0 | 566,000 | 0 | 0 | |
HP | COM | 40434L105 | 15,705 | 495,000 | SH | SOLE | 0 | 495,000 | 0 | 0 | |
BEST BUY | COM | 086516101 | 14,800 | 129,000 | SH | SOLE | 0 | 129,000 | 0 | 0 | |
BRISTOL-MYERS SQUIBB | COM | 110122108 | 14,689 | 233,000 | SH | SOLE | 0 | 233,000 | 0 | 0 | |
FOOT LOCKER | COM | 344849104 | 14,229 | 253,000 | SH | SOLE | 0 | 253,000 | 0 | 0 | |
ANTHEM | COM | 036752103 | 13,954 | 39,000 | SH | SOLE | 0 | 39,000 | 0 | 0 | |
MOTOROLA SOLUTIONS | COM | 620076307 | 13,392 | 71,000 | SH | SOLE | 0 | 71,000 | 0 | 0 | |
ZIMMER BIOMET | COM | 98956P102 | 13,313 | 83,000 | SH | SOLE | 0 | 83,000 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 13,133 | 46,000 | SH | SOLE | 0 | 46,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 12,957 | 96,000 | SH | SOLE | 0 | 96,000 | 0 | 0 | |
RH | COM | 74967X103 | 12,731 | 21,000 | SH | SOLE | 0 | 21,000 | 0 | 0 | |
JOHNSON CONTROLS | COM | G51502105 | 12,252 | 205,000 | SH | SOLE | 0 | 205,000 | 0 | 0 | |
BRINKER INTERNATIONAL | COM | 109641100 | 11,301 | 159,000 | SH | SOLE | 0 | 159,000 | 0 | 0 | |
JACOBS ENGINEERING | COM | 469814107 | 11,258 | 87,000 | SH | SOLE | 0 | 87,000 | 0 | 0 | |
AMGEN | COM | 031162100 | 11,231 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
FORTUNE BRANDS | COM | 34964C106 | 10,970 | 114,000 | SH | SOLE | 0 | 114,000 | 0 | 0 | |
SKECHERS | COM | 830566105 | 10,902 | 261,000 | SH | SOLE | 0 | 261,000 | 0 | 0 | |
TEMPUR SEALY INTERNATIONAL | COM | 88023U101 | 10,738 | 294,000 | SH | SOLE | 0 | 294,000 | 0 | 0 | |
HERMAN MILLER | COM | 600544100 | 9,922 | 241,000 | SH | SOLE | 0 | 241,000 | 0 | 0 | |
ITRON INC | COM | 465741106 | 9,834 | 111,000 | SH | SOLE | 0 | 111,000 | 0 | 0 | |
BIOGEN | COM | 09062X103 | 9,593 | 34,000 | SH | SOLE | 0 | 34,000 | 0 | 0 | |
TEXAS INSTRUMENTS | COM | 882508104 | 9,574 | 51,000 | SH | SOLE | 0 | 51,000 | 0 | 0 | |
GILEAD SCIENCES INC | COM | 375558103 | 9,125 | 141,000 | SH | SOLE | 0 | 141,000 | 0 | 0 | |
APPLE | COM | 037833100 | 9,034 | 74,000 | SH | SOLE | 0 | 74,000 | 0 | 0 | |
CISCO SYSTEMS | COM | 17275R102 | 9,003 | 174,000 | SH | SOLE | 0 | 174,000 | 0 | 0 | |
MICROSOFT | COM | 594918104 | 8,904 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
SOLAREDGE | COM | 83417M104 | 8,622 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
WALT DISNEY | COM | 254687106 | 8,203 | 44,000 | SH | SOLE | 0 | 44,000 | 0 | 0 | |
CERNER | COM | 156782104 | 7,915 | 110,000 | SH | SOLE | 0 | 110,000 | 0 | 0 | |
ABBOTT | COM | 002824100 | 7,838 | 65,000 | SH | SOLE | 0 | 65,000 | 0 | 0 | |
CITRIX SYSTEMS | COM | 177376100 | 7,621 | 54,000 | SH | SOLE | 0 | 54,000 | 0 | 0 | |
BOSTON SCIENTIFIC | COM | 101137107 | 6,518 | 169,000 | SH | SOLE | 0 | 169,000 | 0 | 0 | |
NAUTILUS | COM | 63910B102 | 6,170 | 395,000 | SH | SOLE | 0 | 395,000 | 0 | 0 | |
TAPESTRY | COM | 876030107 | 6,017 | 146,000 | SH | SOLE | 0 | 146,000 | 0 | 0 | |
QUALCOMM | COM | 747525103 | 6,000 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
EBAY | COM | 278642103 | 5,677 | 93,000 | SH | SOLE | 0 | 93,000 | 0 | 0 | |
URBAN OUTFITTERS | COM | 917047102 | 5,593 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
TPI COMPOSITES | COM | 87266J104 | 5,442 | 96,000 | SH | SOLE | 0 | 96,000 | 0 | 0 | |
BOOKING HOLDINGS | COM | 09857L108 | 5,254 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
NVIDIA | COM | 67066G104 | 4,907 | 9,000 | SH | SOLE | 0 | 9,000 | 0 | 0 | |
WATTS WATER | COM | 942749102 | 4,899 | 41,000 | SH | SOLE | 0 | 41,000 | 0 | 0 | |
ZYMEWORKS INC | COM | 98985W102 | 1,835 | 58,000 | SH | SOLE | 0 | 58,000 | 0 | 0 | |
NOVANTA | COM | 67000B104 | 1,187 | 9,000 | SH | SOLE | 0 | 9,000 | 0 | 0 |