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 |
JABIL | COM | 466313103 | 40,998 | 380,000 | SH | SOLE | 0 | 380,000 | 0 | 0 | |
APPLIED MATERIALS | COM | 038222105 | 24,232 | 168,000 | SH | SOLE | 0 | 168,000 | 0 | 0 | |
CIENA | COM | 171779309 | 23,087 | 543,000 | SH | SOLE | 0 | 543,000 | 0 | 0 | |
HORIZON THERAPEUTICS | COM | G46188101 | 17,122 | 166,000 | SH | SOLE | 0 | 166,000 | 0 | 0 | |
MOTOROLA SOLUTIONS | COM | 620076307 | 17,117 | 58,000 | SH | SOLE | 0 | 58,000 | 0 | 0 | |
COHERENT | COM | 19247G107 | 16,615 | 326,000 | SH | SOLE | 0 | 326,000 | 0 | 0 | |
HP | COM | 40434L105 | 15,106 | 492,000 | SH | SOLE | 0 | 492,000 | 0 | 0 | |
NVIDIA | COM | 67066G104 | 14,812 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
INMODE | COM | M5425M103 | 14,746 | 395,000 | SH | SOLE | 0 | 395,000 | 0 | 0 | |
QUALCOMM | COM | 747525103 | 14,474 | 122,000 | SH | SOLE | 0 | 122,000 | 0 | 0 | |
BRISTOL-MYERS SQUIBB | COM | 110122108 | 14,054 | 220,000 | SH | SOLE | 0 | 220,000 | 0 | 0 | |
SOLAREDGE | COM | 83417M104 | 13,929 | 52,000 | SH | SOLE | 0 | 52,000 | 0 | 0 | |
ELEVANCE HEALTH | COM | 036752103 | 12,816 | 29,000 | SH | SOLE | 0 | 29,000 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 11,934 | 48,000 | SH | SOLE | 0 | 48,000 | 0 | 0 | |
LUMENTUM | COM | 55024U109 | 11,452 | 202,000 | SH | SOLE | 0 | 202,000 | 0 | 0 | |
JACOBS SOLUTIONS | COM | 46982L108 | 11,322 | 95,000 | SH | SOLE | 0 | 95,000 | 0 | 0 | |
JOHNSON CONTROLS | COM | G51502105 | 11,194 | 164,000 | SH | SOLE | 0 | 164,000 | 0 | 0 | |
BEST BUY | COM | 086516101 | 10,891 | 133,000 | SH | SOLE | 0 | 133,000 | 0 | 0 | |
GLOBAL PAYMENTS | COM | 37940X102 | 10,731 | 109,000 | SH | SOLE | 0 | 109,000 | 0 | 0 | |
TEMPUR SEALY INTERNATIONAL | COM | 88023U101 | 10,507 | 262,000 | SH | SOLE | 0 | 262,000 | 0 | 0 | |
RH | COM | 74967X103 | 10,502 | 32,000 | SH | SOLE | 0 | 32,000 | 0 | 0 | |
ALIGN TECHNOLOGY | COM | 016255101 | 10,323 | 29,000 | SH | SOLE | 0 | 29,000 | 0 | 0 | |
TAPESTRY | COM | 876030107 | 10,203 | 238,000 | SH | SOLE | 0 | 238,000 | 0 | 0 | |
BOOKING HOLDINGS | COM | 09857L108 | 9,519 | 4,000 | SH | SOLE | 0 | 4,000 | 0 | 0 | |
TEXAS INSTRUMENTS | COM | 882508104 | 9,070 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
APPLE | COM | 037833100 | 8,754 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
MICROSOFT | COM | 594918104 | 8,536 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
FORTUNE BRANDS | COM | 34964C106 | 8,476 | 118,000 | SH | SOLE | 0 | 118,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 8,349 | 64,000 | SH | SOLE | 0 | 64,000 | 0 | 0 | |
BRINKER INTERNATIONAL | COM | 109641100 | 7,970 | 218,000 | SH | SOLE | 0 | 218,000 | 0 | 0 | |
CROCS | COM | 227046109 | 7,909 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
WARNER BROS DISCOVERY INC | COM | 934423104 | 7,358 | 587,000 | SH | SOLE | 0 | 587,000 | 0 | 0 | |
REVVITY | COM | 714046109 | 7,126 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
WATTS WATER | COM | 942749102 | 6,709 | 37,000 | SH | SOLE | 0 | 37,000 | 0 | 0 | |
CHARLES RIVER LABORATORIES | COM | 159864107 | 6,654 | 32,000 | SH | SOLE | 0 | 32,000 | 0 | 0 | |
ABERCROMBIE & FITCH | COM | 002896207 | 5,876 | 156,000 | SH | SOLE | 0 | 156,000 | 0 | 0 | |
NVR | COM | 62944T105 | 5,423 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
UNITED RENTALS | COM | 911363109 | 5,197 | 12,000 | SH | SOLE | 0 | 12,000 | 0 | 0 | |
FOOT LOCKER | COM | 344849104 | 5,102 | 188,000 | SH | SOLE | 0 | 188,000 | 0 | 0 | |
OLD DOMINION FREIGHT LINE | COM | 679580100 | 4,513 | 12,000 | SH | SOLE | 0 | 12,000 | 0 | 0 | |
WEST PHARMACEUTICAL SERVICES | COM | 955306105 | 3,754 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
BIOGEN | COM | 09062X103 | 3,319 | 12,000 | SH | SOLE | 0 | 12,000 | 0 | 0 | |
ULTA BEAUTY | COM | 90384S303 | 2,833 | 6,000 | SH | SOLE | 0 | 6,000 | 0 | 0 | |
MASTERBRAND | COM | 57638P104 | 2,146 | 185,000 | SH | SOLE | 0 | 185,000 | 0 | 0 | |
CANADIAN SOLAR | COM | 136635109 | 1,732 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
ARHAUS | COM | 04035M102 | 1,313 | 126,000 | SH | SOLE | 0 | 126,000 | 0 | 0 | |
ZYMEWORKS INC | COM | 98985Y108 | 1,039 | 120,000 | SH | SOLE | 0 | 120,000 | 0 | 0 | |
LULULEMON ATHLETICA | COM | 550021109 | 151 | 0 | SH | SOLE | 0 | 0 | 0 | 0 |