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 | 38,561 | 288,000 | SH | SOLE | 0 | 288,000 | 0 | 0 | |
APPLIED MATERIALS | COM | 038222105 | 33,576 | 163,000 | SH | SOLE | 0 | 163,000 | 0 | 0 | |
CIENA | COM | 171779309 | 26,109 | 528,000 | SH | SOLE | 0 | 528,000 | 0 | 0 | |
COHERENT | COM | 19247G107 | 21,074 | 348,000 | SH | SOLE | 0 | 348,000 | 0 | 0 | |
MOTOROLA SOLUTIONS | COM | 620076307 | 20,121 | 57,000 | SH | SOLE | 0 | 57,000 | 0 | 0 | |
QUALCOMM | COM | 747525103 | 19,992 | 118,000 | SH | SOLE | 0 | 118,000 | 0 | 0 | |
NVIDIA | COM | 67066G104 | 17,023 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | |
ELEVANCE HEALTH | COM | 036752103 | 14,524 | 28,000 | SH | SOLE | 0 | 28,000 | 0 | 0 | |
TEMPUR SEALY INTERNATIONAL | COM | 88023U101 | 14,478 | 255,000 | SH | SOLE | 0 | 255,000 | 0 | 0 | |
HP | COM | 40434L105 | 14,437 | 478,000 | SH | SOLE | 0 | 478,000 | 0 | 0 | |
JACOBS SOLUTIONS | COM | 46982L108 | 14,217 | 92,000 | SH | SOLE | 0 | 92,000 | 0 | 0 | |
GLOBAL PAYMENTS | COM | 37940X102 | 14,149 | 106,000 | SH | SOLE | 0 | 106,000 | 0 | 0 | |
TAPESTRY | COM | 876030107 | 13,695 | 288,000 | SH | SOLE | 0 | 288,000 | 0 | 0 | |
NVR | COM | 62944T105 | 12,514 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
BOOKING HOLDINGS | COM | 09857L108 | 12,407 | 3,000 | SH | SOLE | 0 | 3,000 | 0 | 0 | |
CROCS | COM | 227046109 | 12,403 | 86,000 | SH | SOLE | 0 | 86,000 | 0 | 0 | |
ABERCROMBIE & FITCH | COM | 002896207 | 11,980 | 96,000 | SH | SOLE | 0 | 96,000 | 0 | 0 | |
INMODE | COM | M5425M103 | 11,454 | 530,000 | SH | SOLE | 0 | 530,000 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 10,952 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
ALIGN TECHNOLOGY | COM | 016255101 | 10,779 | 33,000 | SH | SOLE | 0 | 33,000 | 0 | 0 | |
INTEGER HOLDINGS | COM | 45826H109 | 10,678 | 92,000 | SH | SOLE | 0 | 92,000 | 0 | 0 | |
BRINKER INTERNATIONAL | COM | 109641100 | 10,506 | 211,000 | SH | SOLE | 0 | 211,000 | 0 | 0 | |
JOHNSON CONTROLS | COM | G51502105 | 10,424 | 160,000 | SH | SOLE | 0 | 160,000 | 0 | 0 | |
LUMENTUM | COM | 55024U109 | 10,338 | 218,000 | SH | SOLE | 0 | 218,000 | 0 | 0 | |
MICROSOFT | COM | 594918104 | 10,245 | 24,000 | SH | SOLE | 0 | 24,000 | 0 | 0 | |
FORTUNE BRANDS | COM | 34964C106 | 9,680 | 114,000 | SH | SOLE | 0 | 114,000 | 0 | 0 | |
CHARLES RIVER LABORATORIES | COM | 159864107 | 8,839 | 33,000 | SH | SOLE | 0 | 33,000 | 0 | 0 | |
TEXAS INSTRUMENTS | COM | 882508104 | 8,524 | 49,000 | SH | SOLE | 0 | 49,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 8,294 | 63,000 | SH | SOLE | 0 | 63,000 | 0 | 0 | |
THERMO FISHER SCIENTIFIC | COM | 883556102 | 8,256 | 14,000 | SH | SOLE | 0 | 14,000 | 0 | 0 | |
WATTS WATER | COM | 942749102 | 7,535 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
APPLE | COM | 037833100 | 7,519 | 44,000 | SH | SOLE | 0 | 44,000 | 0 | 0 | |
ARHAUS | COM | 04035M102 | 7,389 | 480,000 | SH | SOLE | 0 | 480,000 | 0 | 0 | |
ATKORE | COM | 047649108 | 7,321 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
RH | COM | 74967X103 | 6,742 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | |
OLD DOMINION FREIGHT LINE | COM | 679580100 | 6,581 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
WARNER BROS DISCOVERY INC | COM | 934423104 | 6,460 | 740,000 | SH | SOLE | 0 | 740,000 | 0 | 0 | |
UNITED RENTALS | COM | 911363109 | 6,245 | 9,000 | SH | SOLE | 0 | 9,000 | 0 | 0 | |
ULTA BEAUTY | COM | 90384S303 | 6,209 | 12,000 | SH | SOLE | 0 | 12,000 | 0 | 0 | |
WEST PHARMACEUTICAL SERVICES | COM | 955306105 | 6,191 | 16,000 | SH | SOLE | 0 | 16,000 | 0 | 0 | |
SOLAREDGE | COM | 83417M104 | 5,708 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
MASTERBRAND | COM | 57638P104 | 3,356 | 179,000 | SH | SOLE | 0 | 179,000 | 0 | 0 | |
BIOGEN | COM | 09062X103 | 2,441 | 11,000 | SH | SOLE | 0 | 11,000 | 0 | 0 | |
AXONICS | COM | 05465P101 | 1,752 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
ZYMEWORKS INC | COM | 98985Y108 | 1,020 | 97,000 | SH | SOLE | 0 | 97,000 | 0 | 0 | |
CANADIAN SOLAR | COM | 136635109 | 1,007 | 51,000 | SH | SOLE | 0 | 51,000 | 0 | 0 | |
LULULEMON ATHLETICA | COM | 550021109 | 131 | 0 | SH | SOLE | 0 | 0 | 0 | 0 |