The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |