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 37,863 492,000 SH   SOLE 0 492,000 0 0
APPLIED MATERIALS COM 038222105 35,916 228,000 SH   SOLE 0 228,000 0 0
JABIL COM 466313103 27,059 385,000 SH   SOLE 0 385,000 0 0
LUMENTUM COM 55024U109 24,637 233,000 SH   SOLE 0 233,000 0 0
QUALCOMM COM 747525103 22,416 123,000 SH   SOLE 0 123,000 0 0
MOTOROLA SOLUTIONS COM 620076307 21,246 78,000 SH   SOLE 0 78,000 0 0
II-VI COM 902104108 20,872 305,000 SH   SOLE 0 305,000 0 0
DR HORTON COM 23331A109 20,606 190,000 SH   SOLE 0 190,000 0 0
HP COM 40434L105 18,763 498,000 SH   SOLE 0 498,000 0 0
ANTHEM COM 036752103 18,145 39,000 SH   SOLE 0 39,000 0 0
BEST BUY COM 086516101 16,911 166,000 SH   SOLE 0 166,000 0 0
FIRST SOLAR INC COM 336433107 16,438 189,000 SH   SOLE 0 189,000 0 0
BRISTOL-MYERS SQUIBB COM 110122108 15,795 253,000 SH   SOLE 0 253,000 0 0
TEMPUR SEALY INTERNATIONAL COM 88023U101 15,360 327,000 SH   SOLE 0 327,000 0 0
FEDEX CORP COM 31428X106 15,295 59,000 SH   SOLE 0 59,000 0 0
FOOT LOCKER COM 344849104 14,952 343,000 SH   SOLE 0 343,000 0 0
JOHNSON CONTROLS COM G51502105 13,539 167,000 SH   SOLE 0 167,000 0 0
JACOBS ENGINEERING COM 469814107 13,425 96,000 SH   SOLE 0 96,000 0 0
TAPESTRY COM 876030107 12,996 320,000 SH   SOLE 0 320,000 0 0
ELECTRONIC ARTS INC COM 285512109 12,716 96,000 SH   SOLE 0 96,000 0 0
FORTUNE BRANDS COM 34964C106 12,325 115,000 SH   SOLE 0 115,000 0 0
NVIDIA COM 67066G104 10,882 37,000 SH   SOLE 0 37,000 0 0
PERKINELMER COM 714046109 10,324 51,000 SH   SOLE 0 51,000 0 0
AMGEN COM 031162100 10,225 45,000 SH   SOLE 0 45,000 0 0
GLOBAL PAYMENTS COM 37940X102 9,821 73,000 SH   SOLE 0 73,000 0 0
EBAY COM 278642103 9,744 147,000 SH   SOLE 0 147,000 0 0
MICROSOFT COM 594918104 9,712 29,000 SH   SOLE 0 29,000 0 0
SYNEOS HEALTH COM 87166B102 9,708 95,000 SH   SOLE 0 95,000 0 0
TEXAS INSTRUMENTS COM 882508104 9,615 51,000 SH   SOLE 0 51,000 0 0
ABBOTT COM 002824100 9,269 66,000 SH   SOLE 0 66,000 0 0
RH COM 74967X103 9,256 17,000 SH   SOLE 0 17,000 0 0
APPLE COM 037833100 9,070 51,000 SH   SOLE 0 51,000 0 0
BRINKER INTERNATIONAL COM 109641100 8,662 237,000 SH   SOLE 0 237,000 0 0
SOLAREDGE COM 83417M104 8,472 30,000 SH   SOLE 0 30,000 0 0
ZIMMER BIOMET COM 98956P102 8,132 64,000 SH   SOLE 0 64,000 0 0
WALT DISNEY COM 254687106 7,953 51,000 SH   SOLE 0 51,000 0 0
NAUTILUS COM 63910B102 6,875 1,122,000 SH   SOLE 0 1,122,000 0 0
BIOGEN COM 09062X103 6,605 28,000 SH   SOLE 0 28,000 0 0
ABERCROMBIE & FITCH COM 002896207 6,353 182,000 SH   SOLE 0 182,000 0 0
DISCOVERY INC COM 25470F302 5,528 241,000 SH   SOLE 0 241,000 0 0
BOOKING HOLDINGS COM 09857L108 5,458 2,000 SH   SOLE 0 2,000 0 0
FUNKO COM 361008105 5,063 269,000 SH   SOLE 0 269,000 0 0
WATTS WATER COM 942749102 4,587 24,000 SH   SOLE 0 24,000 0 0
SKECHERS COM 830566105 4,403 101,000 SH   SOLE 0 101,000 0 0
ITRON INC COM 465741106 3,262 48,000 SH   SOLE 0 48,000 0 0
CHARGEPOINT HOLDINGS COM 15961R105 2,362 124,000 SH   SOLE 0 124,000 0 0
NOVANTA COM 67000B104 1,587 9,000 SH   SOLE 0 9,000 0 0
ZYMEWORKS INC COM 98985W102 1,136 69,000 SH   SOLE 0 69,000 0 0
CANADIAN SOLAR COM 136635109 476 15,000 SH   SOLE 0 15,000 0 0