The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
JABIL COM 466313103   34,757 273,000 SH   SOLE 0 273,000 0 0
APPLIED MATERIALS COM 038222105   26,609 164,000 SH   SOLE 0 164,000 0 0
CIENA COM 171779309   23,961 532,000 SH   SOLE 0 532,000 0 0
MOTOROLA SOLUTIONS COM 620076307   17,896 57,000 SH   SOLE 0 57,000 0 0
QUALCOMM COM 747525103   17,223 119,000 SH   SOLE 0 119,000 0 0
COHERENT COM 19247G107   17,095 393,000 SH   SOLE 0 393,000 0 0
HP COM 40434L105   14,495 482,000 SH   SOLE 0 482,000 0 0
GLOBAL PAYMENTS COM 37940X102   13,555 107,000 SH   SOLE 0 107,000 0 0
ELEVANCE HEALTH COM 036752103   13,317 28,000 SH   SOLE 0 28,000 0 0
TEMPUR SEALY INTERNATIONAL COM 88023U101   13,095 257,000 SH   SOLE 0 257,000 0 0
BOOKING HOLDINGS COM 09857L108   12,238 3,000 SH   SOLE 0 3,000 0 0
JACOBS SOLUTIONS COM 46982L108   12,104 93,000 SH   SOLE 0 93,000 0 0
INMODE COM M5425M103   11,879 534,000 SH   SOLE 0 534,000 0 0
NVIDIA COM 67066G104   11,373 23,000 SH   SOLE 0 23,000 0 0
ABERCROMBIE & FITCH COM 002896207   11,338 129,000 SH   SOLE 0 129,000 0 0
NVR COM 62944T105   10,921 2,000 SH   SOLE 0 2,000 0 0
TAPESTRY COM 876030107   10,707 291,000 SH   SOLE 0 291,000 0 0
LUMENTUM COM 55024U109   10,364 198,000 SH   SOLE 0 198,000 0 0
FEDEX CORP COM 31428X106   9,645 38,000 SH   SOLE 0 38,000 0 0
JOHNSON CONTROLS COM G51502105   9,275 161,000 SH   SOLE 0 161,000 0 0
MICROSOFT COM 594918104   9,234 25,000 SH   SOLE 0 25,000 0 0
BRINKER INTERNATIONAL COM 109641100   9,209 213,000 SH   SOLE 0 213,000 0 0
INTEGER HOLDINGS COM 45826H109   9,155 92,000 SH   SOLE 0 92,000 0 0
ALIGN TECHNOLOGY COM 016255101   9,104 33,000 SH   SOLE 0 33,000 0 0
FORTUNE BRANDS COM 34964C106   8,778 115,000 SH   SOLE 0 115,000 0 0
CHARLES RIVER LABORATORIES COM 159864107   8,759 37,000 SH   SOLE 0 37,000 0 0
ELECTRONIC ARTS INC COM 285512109   8,625 63,000 SH   SOLE 0 63,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102   8,599 16,000 SH   SOLE 0 16,000 0 0
APPLE COM 037833100   8,513 44,000 SH   SOLE 0 44,000 0 0
TEXAS INSTRUMENTS COM 882508104   8,410 49,000 SH   SOLE 0 49,000 0 0
SOLAREDGE COM 83417M104   7,588 81,000 SH   SOLE 0 81,000 0 0
WARNER BROS DISCOVERY INC COM 934423104   7,458 655,000 SH   SOLE 0 655,000 0 0
WATTS WATER COM 942749102   7,448 36,000 SH   SOLE 0 36,000 0 0
UNITED RENTALS COM 911363109   6,548 11,000 SH   SOLE 0 11,000 0 0
CROCS COM 227046109   6,435 69,000 SH   SOLE 0 69,000 0 0
OLD DOMINION FREIGHT LINE COM 679580100   6,135 15,000 SH   SOLE 0 15,000 0 0
ULTA BEAUTY COM 90384S303   5,868 12,000 SH   SOLE 0 12,000 0 0
ATKORE COM 047649108   5,769 36,000 SH   SOLE 0 36,000 0 0
ARHAUS COM 04035M102   5,737 484,000 SH   SOLE 0 484,000 0 0
RH COM 74967X103   5,690 20,000 SH   SOLE 0 20,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   4,342 12,000 SH   SOLE 0 12,000 0 0
BIOGEN COM 09062X103   2,953 11,000 SH   SOLE 0 11,000 0 0
MASTERBRAND COM 57638P104   2,682 181,000 SH   SOLE 0 181,000 0 0
AXONICS COM 05465P101   1,593 26,000 SH   SOLE 0 26,000 0 0
CANADIAN SOLAR COM 136635109   1,337 51,000 SH   SOLE 0 51,000 0 0
ZYMEWORKS INC COM 98985Y108   1,007 97,000 SH   SOLE 0 97,000 0 0
LULULEMON ATHLETICA COM 550021109   171 0 SH   SOLE 0 0 0 0