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

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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 26,546 485,000 SH   SOLE 1 485,000 0 0
FIRST SOLAR INC COM 336433107 23,881 364,000 SH   SOLE 1 364,000 0 0
APPLIED MATERIALS COM 038222105 16,230 361,000 SH   SOLE 1 361,000 0 0
INTEL COM 458140100 14,937 312,000 SH   SOLE 1 312,000 0 0
CIENA COM 171779309 13,347 325,000 SH   SOLE 1 325,000 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E106 13,122 776,000 SH   SOLE 1 776,000 0 0
JABIL COM 466313103 12,732 403,000 SH   SOLE 1 403,000 0 0
APPLE COM 037833100 11,143 56,000 SH   SOLE 1 56,000 0 0
MOTOROLA SOLUTIONS COM 620076307 11,121 67,000 SH   SOLE 1 67,000 0 0
AMGEN COM 031162100 11,083 60,000 SH   SOLE 1 60,000 0 0
GILEAD SCIENCES INC COM 375558103 10,796 160,000 SH   SOLE 1 160,000 0 0
JOHNSON CONTROLS COM G51502105 10,557 256,000 SH   SOLE 1 256,000 0 0
CERNER COM 156782104 10,543 144,000 SH   SOLE 1 144,000 0 0
BOSTON SCIENTIFIC COM 101137107 10,431 243,000 SH   SOLE 1 243,000 0 0
ITRON INC COM 465741106 10,282 164,000 SH   SOLE 1 164,000 0 0
HERMAN MILLER COM 600544100 10,248 229,000 SH   SOLE 1 229,000 0 0
ABBOTT COM 002824100 10,197 121,000 SH   SOLE 1 121,000 0 0
ZIMMER BIOMET COM 98956P102 10,187 87,000 SH   SOLE 1 87,000 0 0
SOLAREDGE COM 83417M104 9,872 158,000 SH   SOLE 1 158,000 0 0
HP COM 40434L105 9,782 471,000 SH   SOLE 1 471,000 0 0
PFIZER COM 717081103 9,383 217,000 SH   SOLE 1 217,000 0 0
ELECTRONIC ARTS INC COM 285512109 9,374 93,000 SH   SOLE 1 93,000 0 0
FEDEX CORP COM 31428X106 8,095 49,000 SH   SOLE 1 49,000 0 0
DSP GROUP COM 23332B106 7,943 553,000 SH   SOLE 1 553,000 0 0
TPI COMPOSITES COM 87266J104 7,586 307,000 SH   SOLE 1 307,000 0 0
MICROSOFT COM 594918104 7,464 56,000 SH   SOLE 1 56,000 0 0
TEXAS INSTRUMENTS COM 882508104 7,399 64,000 SH   SOLE 1 64,000 0 0
II-VI COM 902104108 7,286 199,000 SH   SOLE 1 199,000 0 0
SKECHERS COM 830566105 7,246 230,000 SH   SOLE 1 230,000 0 0
ANTHEM COM 036752103 6,155 22,000 SH   SOLE 1 22,000 0 0
CITRIX SYSTEMS COM 177376100 5,966 61,000 SH   SOLE 1 61,000 0 0
FORTUNE BRANDS COM 34964C106 5,939 104,000 SH   SOLE 1 104,000 0 0
WALT DISNEY COM 254687106 5,865 42,000 SH   SOLE 1 42,000 0 0
MASCO COM 574599106 5,690 145,000 SH   SOLE 1 145,000 0 0
VARIAN MEDICAL SYSTEMS COM 92220P105 5,575 41,000 SH   SOLE 1 41,000 0 0
ULTA BEAUTY COM 90384S303 5,255 15,000 SH   SOLE 1 15,000 0 0
BEST BUY COM 086516101 4,881 70,000 SH   SOLE 1 70,000 0 0
FOOT LOCKER COM 344849104 4,699 112,000 SH   SOLE 1 112,000 0 0
URBAN OUTFITTERS COM 917047102 4,677 206,000 SH   SOLE 1 206,000 0 0
BRISTOL-MYERS SQUIBB COM 110122108 4,626 102,000 SH   SOLE 1 102,000 0 0
LOGMEIN INC COM 54142L109 4,105 56,000 SH   SOLE 1 56,000 0 0
VAREX COM 92214X106 3,818 125,000 SH   SOLE 1 125,000 0 0
WATTS WATER COM 942749102 2,632 28,000 SH   SOLE 1 28,000 0 0
JACOBS ENGINEERING COM 469814107 2,565 30,000 SH   SOLE 1 30,000 0 0
COHERENT COM 192479103 1,821 13,000 SH   SOLE 1 13,000 0 0
NOVANTA COM 67000B104 849 9,000 SH   SOLE 1 9,000 0 0