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 23,336 487,000 SH   SOLE 1 487,000 0 0
APPLIED MATERIALS COM 038222105 19,397 318,000 SH   SOLE 1 318,000 0 0
INTEL COM 458140100 18,735 313,000 SH   SOLE 1 313,000 0 0
JABIL COM 466313103 16,739 405,000 SH   SOLE 1 405,000 0 0
FIRST SOLAR INC COM 336433107 16,536 296,000 SH   SOLE 1 296,000 0 0
APPLE COM 037833100 16,532 56,000 SH   SOLE 1 56,000 0 0
SOLAREDGE COM 83417M104 15,029 158,000 SH   SOLE 1 158,000 0 0
AMGEN COM 031162100 14,604 61,000 SH   SOLE 1 61,000 0 0
CIENA COM 171779309 14,021 328,000 SH   SOLE 1 328,000 0 0
ITRON INC COM 465741106 13,872 165,000 SH   SOLE 1 165,000 0 0
ZIMMER BIOMET COM 98956P102 13,021 87,000 SH   SOLE 1 87,000 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E106 12,315 838,000 SH   SOLE 1 838,000 0 0
SKECHERS COM 830566105 11,584 268,000 SH   SOLE 1 268,000 0 0
GILEAD SCIENCES INC COM 375558103 11,359 175,000 SH   SOLE 1 175,000 0 0
BOSTON SCIENTIFIC COM 101137107 10,975 243,000 SH   SOLE 1 243,000 0 0
MOTOROLA SOLUTIONS COM 620076307 10,801 67,000 SH   SOLE 1 67,000 0 0
CERNER COM 156782104 10,556 144,000 SH   SOLE 1 144,000 0 0
ABBOTT COM 002824100 10,532 121,000 SH   SOLE 1 121,000 0 0
JOHNSON CONTROLS COM G51502105 10,457 257,000 SH   SOLE 1 257,000 0 0
ELECTRONIC ARTS INC COM 285512109 10,018 93,000 SH   SOLE 1 93,000 0 0
HP COM 40434L105 9,737 474,000 SH   SOLE 1 474,000 0 0
HERMAN MILLER COM 600544100 9,621 231,000 SH   SOLE 1 231,000 0 0
BRISTOL-MYERS SQUIBB COM 110122108 9,526 148,000 SH   SOLE 1 148,000 0 0
BEST BUY COM 086516101 9,447 108,000 SH   SOLE 1 108,000 0 0
ANTHEM COM 036752103 9,185 30,000 SH   SOLE 1 30,000 0 0
II-VI COM 902104108 8,956 266,000 SH   SOLE 1 266,000 0 0
MICROSOFT COM 594918104 8,846 56,000 SH   SOLE 1 56,000 0 0
PFIZER COM 717081103 8,545 218,000 SH   SOLE 1 218,000 0 0
TEXAS INSTRUMENTS COM 882508104 8,323 65,000 SH   SOLE 1 65,000 0 0
FEDEX CORP COM 31428X106 7,507 50,000 SH   SOLE 1 50,000 0 0
DSP GROUP COM 23332B106 7,473 475,000 SH   SOLE 1 475,000 0 0
JACOBS ENGINEERING COM 469814107 7,389 82,000 SH   SOLE 1 82,000 0 0
MASCO COM 574599106 6,959 145,000 SH   SOLE 1 145,000 0 0
FORTUNE BRANDS COM 34964C106 6,792 104,000 SH   SOLE 1 104,000 0 0
CITRIX SYSTEMS COM 177376100 6,742 61,000 SH   SOLE 1 61,000 0 0
FOOT LOCKER COM 344849104 6,153 158,000 SH   SOLE 1 158,000 0 0
WALT DISNEY COM 254687106 6,074 42,000 SH   SOLE 1 42,000 0 0
VARIAN MEDICAL SYSTEMS COM 92220P105 5,815 41,000 SH   SOLE 1 41,000 0 0
URBAN OUTFITTERS COM 917047102 5,710 206,000 SH   SOLE 1 206,000 0 0
LOGMEIN INC COM 54142L109 4,776 56,000 SH   SOLE 1 56,000 0 0
VAREX COM 92214X106 3,714 125,000 SH   SOLE 1 125,000 0 0
WATTS WATER COM 942749102 2,818 28,000 SH   SOLE 1 28,000 0 0
ZYMEWORKS INC COM 98985W102 2,237 49,000 SH   SOLE 1 49,000 0 0
COHERENT COM 192479103 2,221 13,000 SH   SOLE 1 13,000 0 0
NOVANTA COM 67000B104 796 9,000 SH   SOLE 1 9,000 0 0