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   40,851 284,000 SH   SOLE 0 284,000 0 0
CIENA COM 171779309   38,874 458,000 SH   SOLE 0 458,000 0 0
COHERENT COM 19247G107   25,722 272,000 SH   SOLE 0 272,000 0 0
APPLIED MATERIALS COM 038222105   23,546 145,000 SH   SOLE 0 145,000 0 0
MOTOROLA SOLUTIONS COM 620076307   23,189 50,000 SH   SOLE 0 50,000 0 0
BRINKER INTERNATIONAL COM 109641100   23,010 174,000 SH   SOLE 0 174,000 0 0
LUMENTUM COM 55024U109   18,095 216,000 SH   SOLE 0 216,000 0 0
BOOKING HOLDINGS COM 09857L108   16,768 3,000 SH   SOLE 0 3,000 0 0
HP COM 40434L105   15,390 472,000 SH   SOLE 0 472,000 0 0
TAPESTRY COM 876030107   15,049 230,000 SH   SOLE 0 230,000 0 0
TEMPUR SEALY INTERNATIONAL COM 88023U101   14,261 252,000 SH   SOLE 0 252,000 0 0
NVIDIA COM 67066G104   13,307 99,000 SH   SOLE 0 99,000 0 0
QUALCOMM COM 747525103   13,040 85,000 SH   SOLE 0 85,000 0 0
INTEGER HOLDINGS COM 45826H109   12,876 97,000 SH   SOLE 0 97,000 0 0
JOHNSON CONTROLS COM G51502105   12,435 158,000 SH   SOLE 0 158,000 0 0
JACOBS SOLUTIONS COM 46982L108   12,200 91,000 SH   SOLE 0 91,000 0 0
ABERCROMBIE & FITCH COM 002896207   11,969 80,000 SH   SOLE 0 80,000 0 0
GLOBAL PAYMENTS COM 37940X102   11,711 105,000 SH   SOLE 0 105,000 0 0
NVR COM 62944T105   11,467 1,000 SH   SOLE 0 1,000 0 0
WARNER BROS DISCOVERY INC COM 934423104   10,820 1,024,000 SH   SOLE 0 1,024,000 0 0
TEXAS INSTRUMENTS COM 882508104   10,768 57,000 SH   SOLE 0 57,000 0 0
ELEVANCE HEALTH COM 036752103   10,201 28,000 SH   SOLE 0 28,000 0 0
INMODE COM M5425M103   9,760 584,000 SH   SOLE 0 584,000 0 0
FEDEX CORP COM 31428X106   9,422 33,000 SH   SOLE 0 33,000 0 0
CROCS COM 227046109   9,320 85,000 SH   SOLE 0 85,000 0 0
APPLE COM 037833100   9,253 37,000 SH   SOLE 0 37,000 0 0
ELECTRONIC ARTS INC COM 285512109   9,029 62,000 SH   SOLE 0 62,000 0 0
ULTA BEAUTY COM 90384S303   8,710 20,000 SH   SOLE 0 20,000 0 0
MICROSOFT COM 594918104   8,643 21,000 SH   SOLE 0 21,000 0 0
WATTS WATER COM 942749102   8,125 40,000 SH   SOLE 0 40,000 0 0
FORTUNE BRANDS COM 34964C106   7,712 113,000 SH   SOLE 0 113,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102   7,287 14,000 SH   SOLE 0 14,000 0 0
CHARLES RIVER LABORATORIES COM 159864107   7,168 39,000 SH   SOLE 0 39,000 0 0
ALIGN TECHNOLOGY COM 016255101   6,766 32,000 SH   SOLE 0 32,000 0 0
UNITED RENTALS COM 911363109   6,017 9,000 SH   SOLE 0 9,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   5,960 18,000 SH   SOLE 0 18,000 0 0
ARHAUS COM 04035M102   5,110 544,000 SH   SOLE 0 544,000 0 0
OLD DOMINION FREIGHT LINE COM 679580100   4,560 26,000 SH   SOLE 0 26,000 0 0
NIKE CL B COM 654106103   4,036 53,000 SH   SOLE 0 53,000 0 0
ATKORE COM 047649108   3,118 37,000 SH   SOLE 0 37,000 0 0
BIOGEN COM 09062X103   2,734 18,000 SH   SOLE 0 18,000 0 0
FIRST SOLAR INC COM 336433107   2,622 15,000 SH   SOLE 0 15,000 0 0
MASTERBRAND COM 57638P104   2,583 177,000 SH   SOLE 0 177,000 0 0
AMENTUM HOLDINGS COM 023939101   1,920 91,000 SH   SOLE 0 91,000 0 0
ZYMEWORKS INC COM 98985Y108   1,419 97,000 SH   SOLE 0 97,000 0 0
LULULEMON ATHLETICA COM 550021109   275 1,000 SH   SOLE 0 1,000 0 0