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 | 27,382 | 715,000 | SH | SOLE | 1 | 715,000 | 0 | 0 | |
| APPLE | COM | 037833100 | 24,378 | 144,000 | SH | SOLE | 1 | 144,000 | 0 | 0 | |
| INTEL CORPORATION | COM | 458140100 | 22,703 | 492,000 | SH | SOLE | 1 | 492,000 | 0 | 0 | |
| MICROSOFT CORPORATION | COM | 594918104 | 19,427 | 227,000 | SH | SOLE | 1 | 227,000 | 0 | 0 | |
| APPLIED MATERIALS | COM | 038222105 | 17,242 | 337,000 | SH | SOLE | 1 | 337,000 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS | COM | 02553E106 | 15,508 | 825,000 | SH | SOLE | 1 | 825,000 | 0 | 0 | |
| FIRST SOLAR INC | COM | 336433107 | 12,910 | 191,000 | SH | SOLE | 1 | 191,000 | 0 | 0 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 12,359 | 329,000 | SH | SOLE | 1 | 329,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 11,778 | 47,000 | SH | SOLE | 1 | 47,000 | 0 | 0 | |
| ABBOTT | COM | 002824100 | 11,528 | 202,000 | SH | SOLE | 1 | 202,000 | 0 | 0 | |
| DSP GROUP | COM | 23332B106 | 11,092 | 887,000 | SH | SOLE | 1 | 887,000 | 0 | 0 | |
| AMGEN | COM | 031162100 | 10,458 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| CITRIX SYSTEMS | COM | 177376100 | 10,401 | 118,000 | SH | SOLE | 1 | 118,000 | 0 | 0 | |
| TEXAS INSTRUMENTS | COM | 882508104 | 10,368 | 99,000 | SH | SOLE | 1 | 99,000 | 0 | 0 | |
| PFIZER | COM | 717081103 | 10,305 | 285,000 | SH | SOLE | 1 | 285,000 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 10,194 | 142,000 | SH | SOLE | 1 | 142,000 | 0 | 0 | |
| ITRON INC | COM | 465741106 | 9,781 | 143,000 | SH | SOLE | 1 | 143,000 | 0 | 0 | |
| BOSTON SCIENTIFIC CORPORATION | COM | 101137107 | 9,351 | 377,000 | SH | SOLE | 1 | 377,000 | 0 | 0 | |
| ANTHEM | COM | 036752103 | 9,273 | 41,000 | SH | SOLE | 1 | 41,000 | 0 | 0 | |
| CELGENE | COM | 151020104 | 9,184 | 88,000 | SH | SOLE | 1 | 88,000 | 0 | 0 | |
| HERMAN MILLER | COM | 600544100 | 9,182 | 229,000 | SH | SOLE | 1 | 229,000 | 0 | 0 | |
| ZIMMER BIOMET | COM | 98956P102 | 9,113 | 76,000 | SH | SOLE | 1 | 76,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 8,864 | 84,000 | SH | SOLE | 1 | 84,000 | 0 | 0 | |
| VARIAN MEDICAL SYSTEMS | COM | 92220P105 | 8,720 | 78,000 | SH | SOLE | 1 | 78,000 | 0 | 0 | |
| MOHAWK INDUSTRIES | COM | 608190104 | 8,663 | 31,000 | SH | SOLE | 1 | 31,000 | 0 | 0 | |
| CERNER | COM | 156782104 | 7,854 | 117,000 | SH | SOLE | 1 | 117,000 | 0 | 0 | |
| CIENA | COM | 171779309 | 6,792 | 325,000 | SH | SOLE | 1 | 325,000 | 0 | 0 | |
| PIER 1 IMPORTS | COM | 720279108 | 6,773 | 1,636,000 | SH | SOLE | 1 | 1,636,000 | 0 | 0 | |
| JABIL | COM | 466313103 | 6,696 | 255,000 | SH | SOLE | 1 | 255,000 | 0 | 0 | |
| HP | COM | 40434L105 | 5,051 | 240,000 | SH | SOLE | 1 | 240,000 | 0 | 0 | |
| VAREX | COM | 92214X106 | 5,004 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | |
| FINISAR | COM | 31787A507 | 3,356 | 165,000 | SH | SOLE | 1 | 165,000 | 0 | 0 | |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 3,328 | 88,000 | SH | SOLE | 1 | 88,000 | 0 | 0 | |
| LOGMEIN INC | COM | 54142L109 | 3,115 | 27,000 | SH | SOLE | 1 | 27,000 | 0 | 0 | |
| EXPRESS SCRIPTS HOLDING INC | COM | 30219G108 | 2,635 | 35,000 | SH | SOLE | 1 | 35,000 | 0 | 0 | |
| ETHAN ALLEN INTERIORS | COM | 297602104 | 2,421 | 85,000 | SH | SOLE | 1 | 85,000 | 0 | 0 | |
| OCLARO INC | COM | 67555N206 | 2,329 | 346,000 | SH | SOLE | 1 | 346,000 | 0 | 0 | |
| CHEESECAKE FACTORY | COM | 163072101 | 2,216 | 46,000 | SH | SOLE | 1 | 46,000 | 0 | 0 | |
| ADIENT | COM | G0084W101 | 1,704 | 22,000 | SH | SOLE | 1 | 22,000 | 0 | 0 | |
| NOVANTA | COM | 67000B104 | 1,275 | 26,000 | SH | SOLE | 1 | 26,000 | 0 | 0 | |
| JOHNSON CONTROLS | COM | G51502105 | 1,050 | 28,000 | SH | SOLE | 1 | 28,000 | 0 | 0 | |
| PIXELWORKS | COM | 72581M305 | 214 | 34,000 | SH | SOLE | 1 | 34,000 | 0 | 0 | |