The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| CISCO SYSTEMS | COM | 17275R102 | 25,695 | 597,000 | SH | SOLE | 1 | 597,000 | 0 | 0 | |
| APPLE | COM | 037833100 | 20,649 | 112,000 | SH | SOLE | 1 | 112,000 | 0 | 0 | |
| INTEL | COM | 458140100 | 18,966 | 382,000 | SH | SOLE | 1 | 382,000 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS | COM | 02553E106 | 16,886 | 726,000 | SH | SOLE | 1 | 726,000 | 0 | 0 | |
| APPLIED MATERIALS | COM | 038222105 | 14,632 | 317,000 | SH | SOLE | 1 | 317,000 | 0 | 0 | |
| FIRST SOLAR INC | COM | 336433107 | 13,176 | 250,000 | SH | SOLE | 1 | 250,000 | 0 | 0 | |
| SOLAREDGE | COM | 83417M104 | 13,118 | 274,000 | SH | SOLE | 1 | 274,000 | 0 | 0 | |
| PFIZER | COM | 717081103 | 11,573 | 319,000 | SH | SOLE | 1 | 319,000 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 11,320 | 160,000 | SH | SOLE | 1 | 160,000 | 0 | 0 | |
| JABIL | COM | 466313103 | 11,144 | 403,000 | SH | SOLE | 1 | 403,000 | 0 | 0 | |
| AMGEN | COM | 031162100 | 11,101 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| DSP GROUP | COM | 23332B106 | 11,047 | 887,000 | SH | SOLE | 1 | 887,000 | 0 | 0 | |
| MOHAWK INDUSTRIES | COM | 608190104 | 11,013 | 51,000 | SH | SOLE | 1 | 51,000 | 0 | 0 | |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 10,884 | 242,000 | SH | SOLE | 1 | 242,000 | 0 | 0 | |
| HP | COM | 40434L105 | 10,254 | 452,000 | SH | SOLE | 1 | 452,000 | 0 | 0 | |
| BOSTON SCIENTIFIC | COM | 101137107 | 10,045 | 307,000 | SH | SOLE | 1 | 307,000 | 0 | 0 | |
| ITRON INC | COM | 465741106 | 9,867 | 164,000 | SH | SOLE | 1 | 164,000 | 0 | 0 | |
| CERNER | COM | 156782104 | 9,658 | 162,000 | SH | SOLE | 1 | 162,000 | 0 | 0 | |
| CELGENE | COM | 151020104 | 9,642 | 121,000 | SH | SOLE | 1 | 121,000 | 0 | 0 | |
| ZIMMER BIOMET | COM | 98956P102 | 9,642 | 87,000 | SH | SOLE | 1 | 87,000 | 0 | 0 | |
| ABBOTT | COM | 002824100 | 9,386 | 154,000 | SH | SOLE | 1 | 154,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 8,765 | 39,000 | SH | SOLE | 1 | 39,000 | 0 | 0 | |
| MICROSOFT | COM | 594918104 | 8,620 | 87,000 | SH | SOLE | 1 | 87,000 | 0 | 0 | |
| CIENA | COM | 171779309 | 8,602 | 325,000 | SH | SOLE | 1 | 325,000 | 0 | 0 | |
| JOHNSON CONTROLS | COM | G51502105 | 8,548 | 256,000 | SH | SOLE | 1 | 256,000 | 0 | 0 | |
| ANTHEM | COM | 036752103 | 8,476 | 36,000 | SH | SOLE | 1 | 36,000 | 0 | 0 | |
| CITRIX SYSTEMS | COM | 177376100 | 8,176 | 78,000 | SH | SOLE | 1 | 78,000 | 0 | 0 | |
| HERMAN MILLER | COM | 600544100 | 7,772 | 229,000 | SH | SOLE | 1 | 229,000 | 0 | 0 | |
| MOTOROLA SOLUTIONS | COM | 620076307 | 7,762 | 67,000 | SH | SOLE | 1 | 67,000 | 0 | 0 | |
| FINISAR | COM | 31787A507 | 7,497 | 417,000 | SH | SOLE | 1 | 417,000 | 0 | 0 | |
| TEXAS INSTRUMENTS | COM | 882508104 | 7,108 | 64,000 | SH | SOLE | 1 | 64,000 | 0 | 0 | |
| TPI COMPOSITES | COM | 87266J104 | 6,300 | 215,000 | SH | SOLE | 1 | 215,000 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 5,965 | 52,000 | SH | SOLE | 1 | 52,000 | 0 | 0 | |
| ULTA BEAUTY | COM | 90384S303 | 5,276 | 23,000 | SH | SOLE | 1 | 23,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 4,762 | 34,000 | SH | SOLE | 1 | 34,000 | 0 | 0 | |
| VAREX | COM | 92214X106 | 4,621 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | |
| SKECHERS | COM | 830566105 | 4,610 | 154,000 | SH | SOLE | 1 | 154,000 | 0 | 0 | |
| PIER 1 IMPORTS | COM | 720279108 | 3,894 | 1,636,000 | SH | SOLE | 1 | 1,636,000 | 0 | 0 | |
| LOGMEIN INC | COM | 54142L109 | 2,809 | 27,000 | SH | SOLE | 1 | 27,000 | 0 | 0 | |
| EXPRESS SCRIPTS | COM | 30219G108 | 2,726 | 35,000 | SH | SOLE | 1 | 35,000 | 0 | 0 | |
| CHEESECAKE FACTORY | COM | 163072101 | 2,533 | 46,000 | SH | SOLE | 1 | 46,000 | 0 | 0 | |
| NOVANTA | COM | 67000B104 | 1,121 | 18,000 | SH | SOLE | 1 | 18,000 | 0 | 0 | |
| ADIENT | COM | G0084W101 | 1,065 | 22,000 | SH | SOLE | 1 | 22,000 | 0 | 0 | |
| PIXELWORKS | COM | 72581M305 | 122 | 34,000 | SH | SOLE | 1 | 34,000 | 0 | 0 | |