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   33,457 246,000 SH   SOLE 0 246,000 0 0
CIENA COM 171779309   25,951 429,000 SH   SOLE 0 429,000 0 0
MOTOROLA SOLUTIONS COM 620076307   22,049 50,000 SH   SOLE 0 50,000 0 0
BRINKER INTERNATIONAL COM 109641100   21,418 144,000 SH   SOLE 0 144,000 0 0
APPLIED MATERIALS COM 038222105   21,091 145,000 SH   SOLE 0 145,000 0 0
COHERENT COM 19247G107   16,166 249,000 SH   SOLE 0 249,000 0 0
BOOKING HOLDINGS COM 09857L108   15,617 3,000 SH   SOLE 0 3,000 0 0
SOMNIGROUP INTERNATIONAL COM 88023U101   15,126 253,000 SH   SOLE 0 253,000 0 0
LUMENTUM COM 55024U109   13,489 216,000 SH   SOLE 0 216,000 0 0
HP COM 40434L105   13,110 473,000 SH   SOLE 0 473,000 0 0
QUALCOMM COM 747525103   13,086 85,000 SH   SOLE 0 85,000 0 0
JOHNSON CONTROLS COM G51502105   12,671 158,000 SH   SOLE 0 158,000 0 0
ELEVANCE HEALTH COM 036752103   12,076 28,000 SH   SOLE 0 28,000 0 0
INMODE COM M5425M103   11,683 659,000 SH   SOLE 0 659,000 0 0
INTEGER HOLDINGS COM 45826H109   11,510 98,000 SH   SOLE 0 98,000 0 0
GLOBAL PAYMENTS COM 37940X102   11,367 116,000 SH   SOLE 0 116,000 0 0
JACOBS SOLUTIONS COM 46982L108   11,083 92,000 SH   SOLE 0 92,000 0 0
WARNER BROS DISCOVERY INC COM 934423104   11,024 1,027,000 SH   SOLE 0 1,027,000 0 0
NVIDIA COM 67066G104   10,774 99,000 SH   SOLE 0 99,000 0 0
ELECTRONIC ARTS INC COM 285512109   10,442 72,000 SH   SOLE 0 72,000 0 0
TEXAS INSTRUMENTS COM 882508104   10,358 58,000 SH   SOLE 0 58,000 0 0
TAPESTRY COM 876030107   10,266 146,000 SH   SOLE 0 146,000 0 0
NVR COM 62944T105   10,229 1,000 SH   SOLE 0 1,000 0 0
CROCS COM 227046109   9,073 85,000 SH   SOLE 0 85,000 0 0
ULTA BEAUTY COM 90384S303   8,444 23,000 SH   SOLE 0 23,000 0 0
APPLE COM 037833100   8,242 37,000 SH   SOLE 0 37,000 0 0
FEDEX CORP COM 31428X106   8,196 34,000 SH   SOLE 0 34,000 0 0
WATTS WATER COM 942749102   8,181 40,000 SH   SOLE 0 40,000 0 0
ABERCROMBIE & FITCH COM 002896207   8,075 106,000 SH   SOLE 0 106,000 0 0
MICROSOFT COM 594918104   7,726 21,000 SH   SOLE 0 21,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102   6,998 14,000 SH   SOLE 0 14,000 0 0
FORTUNE BRANDS COM 34964C106   6,898 113,000 SH   SOLE 0 113,000 0 0
CHARLES RIVER LABORATORIES COM 159864107   5,866 39,000 SH   SOLE 0 39,000 0 0
ARHAUS COM 04035M102   5,513 634,000 SH   SOLE 0 634,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   5,489 25,000 SH   SOLE 0 25,000 0 0
NIKE CL B COM 654106103   5,431 86,000 SH   SOLE 0 86,000 0 0
UNITED RENTALS COM 911363109   5,375 9,000 SH   SOLE 0 9,000 0 0
ALIGN TECHNOLOGY COM 016255101   5,175 33,000 SH   SOLE 0 33,000 0 0
OLD DOMINION FREIGHT LINE COM 679580100   5,095 31,000 SH   SOLE 0 31,000 0 0
BIOGEN COM 09062X103   4,653 34,000 SH   SOLE 0 34,000 0 0
ATKORE COM 047649108   4,320 72,000 SH   SOLE 0 72,000 0 0
AUTOZONE COM 053332102   3,660 1,000 SH   SOLE 0 1,000 0 0
MASTERBRAND COM 57638P104   2,317 177,000 SH   SOLE 0 177,000 0 0
FIRST SOLAR INC COM 336433107   1,888 15,000 SH   SOLE 0 15,000 0 0
AMENTUM HOLDINGS COM 023939101   1,669 92,000 SH   SOLE 0 92,000 0 0
ZYMEWORKS INC COM 98985Y108   1,154 97,000 SH   SOLE 0 97,000 0 0
LULULEMON ATHLETICA COM 550021109   204 1,000 SH   SOLE 0 1,000 0 0