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 MICRO CIRCUITS CORP | COM NEW | 03822W406 | 5,262,044 | 819,633 | SH | SOLE | 819,633 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 9,672,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BOFI HLDG INC | COM | 05566U108 | 5,844,300 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 8,151,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| EVERBANK FINL CORP | COM | 29977G102 | 2,972,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LINCOLN NATL CORP IND | COM | 534187109 | 6,590,900 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 11,083,800 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 4,796,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 7,669,400 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 6,545,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 5,520,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PRA GROUP INC | COM | 69354N106 | 6,035,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 8,467,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 5,526,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 3,129,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 4,900,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||