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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
JABIL COM 466313103   38,561 288,000 SH   SOLE 0 288,000 0 0
APPLIED MATERIALS COM 038222105   33,576 163,000 SH   SOLE 0 163,000 0 0
CIENA COM 171779309   26,109 528,000 SH   SOLE 0 528,000 0 0
COHERENT COM 19247G107   21,074 348,000 SH   SOLE 0 348,000 0 0
MOTOROLA SOLUTIONS COM 620076307   20,121 57,000 SH   SOLE 0 57,000 0 0
QUALCOMM COM 747525103   19,992 118,000 SH   SOLE 0 118,000 0 0
NVIDIA COM 67066G104   17,023 19,000 SH   SOLE 0 19,000 0 0
ELEVANCE HEALTH COM 036752103   14,524 28,000 SH   SOLE 0 28,000 0 0
TEMPUR SEALY INTERNATIONAL COM 88023U101   14,478 255,000 SH   SOLE 0 255,000 0 0
HP COM 40434L105   14,437 478,000 SH   SOLE 0 478,000 0 0
JACOBS SOLUTIONS COM 46982L108   14,217 92,000 SH   SOLE 0 92,000 0 0
GLOBAL PAYMENTS COM 37940X102   14,149 106,000 SH   SOLE 0 106,000 0 0
TAPESTRY COM 876030107   13,695 288,000 SH   SOLE 0 288,000 0 0
NVR COM 62944T105   12,514 2,000 SH   SOLE 0 2,000 0 0
BOOKING HOLDINGS COM 09857L108   12,407 3,000 SH   SOLE 0 3,000 0 0
CROCS COM 227046109   12,403 86,000 SH   SOLE 0 86,000 0 0
ABERCROMBIE & FITCH COM 002896207   11,980 96,000 SH   SOLE 0 96,000 0 0
INMODE COM M5425M103   11,454 530,000 SH   SOLE 0 530,000 0 0
FEDEX CORP COM 31428X106   10,952 38,000 SH   SOLE 0 38,000 0 0
ALIGN TECHNOLOGY COM 016255101   10,779 33,000 SH   SOLE 0 33,000 0 0
INTEGER HOLDINGS COM 45826H109   10,678 92,000 SH   SOLE 0 92,000 0 0
BRINKER INTERNATIONAL COM 109641100   10,506 211,000 SH   SOLE 0 211,000 0 0
JOHNSON CONTROLS COM G51502105   10,424 160,000 SH   SOLE 0 160,000 0 0
LUMENTUM COM 55024U109   10,338 218,000 SH   SOLE 0 218,000 0 0
MICROSOFT COM 594918104   10,245 24,000 SH   SOLE 0 24,000 0 0
FORTUNE BRANDS COM 34964C106   9,680 114,000 SH   SOLE 0 114,000 0 0
CHARLES RIVER LABORATORIES COM 159864107   8,839 33,000 SH   SOLE 0 33,000 0 0
TEXAS INSTRUMENTS COM 882508104   8,524 49,000 SH   SOLE 0 49,000 0 0
ELECTRONIC ARTS INC COM 285512109   8,294 63,000 SH   SOLE 0 63,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102   8,256 14,000 SH   SOLE 0 14,000 0 0
WATTS WATER COM 942749102   7,535 35,000 SH   SOLE 0 35,000 0 0
APPLE COM 037833100   7,519 44,000 SH   SOLE 0 44,000 0 0
ARHAUS COM 04035M102   7,389 480,000 SH   SOLE 0 480,000 0 0
ATKORE COM 047649108   7,321 38,000 SH   SOLE 0 38,000 0 0
RH COM 74967X103   6,742 19,000 SH   SOLE 0 19,000 0 0
OLD DOMINION FREIGHT LINE COM 679580100   6,581 30,000 SH   SOLE 0 30,000 0 0
WARNER BROS DISCOVERY INC COM 934423104   6,460 740,000 SH   SOLE 0 740,000 0 0
UNITED RENTALS COM 911363109   6,245 9,000 SH   SOLE 0 9,000 0 0
ULTA BEAUTY COM 90384S303   6,209 12,000 SH   SOLE 0 12,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   6,191 16,000 SH   SOLE 0 16,000 0 0
SOLAREDGE COM 83417M104   5,708 80,000 SH   SOLE 0 80,000 0 0
MASTERBRAND COM 57638P104   3,356 179,000 SH   SOLE 0 179,000 0 0
BIOGEN COM 09062X103   2,441 11,000 SH   SOLE 0 11,000 0 0
AXONICS COM 05465P101   1,752 25,000 SH   SOLE 0 25,000 0 0
ZYMEWORKS INC COM 98985Y108   1,020 97,000 SH   SOLE 0 97,000 0 0
CANADIAN SOLAR COM 136635109   1,007 51,000 SH   SOLE 0 51,000 0 0
LULULEMON ATHLETICA COM 550021109   131 0 SH   SOLE 0 0 0 0