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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
CIENA COM 171779309 21,339 538,000 SH   SOLE 1 538,000 0 0
FIRST SOLAR INC COM 336433107 18,609 281,000 SH   SOLE 1 281,000 0 0
SOLAREDGE COM 83417M104 16,626 70,000 SH   SOLE 1 70,000 0 0
APPLIED MATERIALS COM 038222105 16,618 280,000 SH   SOLE 1 280,000 0 0
II-VI COM 902104108 14,368 354,000 SH   SOLE 1 354,000 0 0
JABIL COM 466313103 14,128 412,000 SH   SOLE 1 412,000 0 0
FEDEX CORP COM 31428X106 13,926 55,000 SH   SOLE 1 55,000 0 0
BEST BUY COM 086516101 13,862 125,000 SH   SOLE 1 125,000 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E106 13,862 936,000 SH   SOLE 1 936,000 0 0
BRISTOL-MYERS SQUIBB COM 110122108 13,626 226,000 SH   SOLE 1 226,000 0 0
AMGEN COM 031162100 12,355 49,000 SH   SOLE 1 49,000 0 0
HP COM 40434L105 12,250 645,000 SH   SOLE 1 645,000 0 0
ZIMMER BIOMET COM 98956P102 12,227 90,000 SH   SOLE 1 90,000 0 0
MOTOROLA SOLUTIONS COM 620076307 12,016 77,000 SH   SOLE 1 77,000 0 0
FORTUNE BRANDS COM 34964C106 11,494 133,000 SH   SOLE 1 133,000 0 0
DR HORTON COM 23331A109 11,477 152,000 SH   SOLE 1 152,000 0 0
ANTHEM COM 036752103 11,222 42,000 SH   SOLE 1 42,000 0 0
ELECTRONIC ARTS INC COM 285512109 10,718 82,000 SH   SOLE 1 82,000 0 0
ITRON INC COM 465741106 10,648 175,000 SH   SOLE 1 175,000 0 0
RH COM 74967X103 10,139 27,000 SH   SOLE 1 27,000 0 0
JOHNSON CONTROLS COM G51502105 9,976 244,000 SH   SOLE 1 244,000 0 0
FOOT LOCKER COM 344849104 9,830 298,000 SH   SOLE 1 298,000 0 0
GILEAD SCIENCES INC COM 375558103 9,589 152,000 SH   SOLE 1 152,000 0 0
BRINKER INTERNATIONAL COM 109641100 9,298 218,000 SH   SOLE 1 218,000 0 0
APPLE COM 037833100 9,207 80,000 SH   SOLE 1 80,000 0 0
BIOGEN COM 09062X103 8,995 32,000 SH   SOLE 1 32,000 0 0
CISCO SYSTEMS COM 17275R102 8,884 226,000 SH   SOLE 1 226,000 0 0
HERMAN MILLER COM 600544100 8,693 288,000 SH   SOLE 1 288,000 0 0
JACOBS ENGINEERING COM 469814107 8,688 94,000 SH   SOLE 1 94,000 0 0
CERNER COM 156782104 8,576 119,000 SH   SOLE 1 119,000 0 0
MICROSOFT COM 594918104 8,535 41,000 SH   SOLE 1 41,000 0 0
SKECHERS COM 830566105 8,529 282,000 SH   SOLE 1 282,000 0 0
LUMENTUM COM 55024U109 8,276 110,000 SH   SOLE 1 110,000 0 0
TEXAS INSTRUMENTS COM 882508104 7,779 54,000 SH   SOLE 1 54,000 0 0
ABBOTT COM 002824100 7,651 70,000 SH   SOLE 1 70,000 0 0
BOSTON SCIENTIFIC COM 101137107 6,924 181,000 SH   SOLE 1 181,000 0 0
CITRIX SYSTEMS COM 177376100 6,332 46,000 SH   SOLE 1 46,000 0 0
NVIDIA COM 67066G104 5,358 10,000 SH   SOLE 1 10,000 0 0
WALT DISNEY COM 254687106 4,958 40,000 SH   SOLE 1 40,000 0 0
INTEL COM 458140100 4,793 93,000 SH   SOLE 1 93,000 0 0
WATTS WATER COM 942749102 4,442 44,000 SH   SOLE 1 44,000 0 0
BOOKING HOLDINGS COM 09857L108 4,174 2,000 SH   SOLE 1 2,000 0 0
URBAN OUTFITTERS COM 917047102 4,079 196,000 SH   SOLE 1 196,000 0 0
TPI COMPOSITES COM 87266J104 3,206 111,000 SH   SOLE 1 111,000 0 0
FACEBOOK COM 30303M102 2,986 11,000 SH   SOLE 1 11,000 0 0
ZYMEWORKS INC COM 98985W102 2,292 49,000 SH   SOLE 1 49,000 0 0
NOVANTA COM 67000B104 948 9,000 SH   SOLE 1 9,000 0 0