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 29,971 494,000 SH   SOLE 0 494,000 0 0
JABIL COM 466313103 23,867 387,000 SH   SOLE 0 387,000 0 0
LUMENTUM COM 55024U109 22,853 234,000 SH   SOLE 0 234,000 0 0
II-VI COM 902104108 22,252 307,000 SH   SOLE 0 307,000 0 0
QUALCOMM COM 747525103 21,050 138,000 SH   SOLE 0 138,000 0 0
APPLIED MATERIALS COM 038222105 19,931 151,000 SH   SOLE 0 151,000 0 0
ANTHEM COM 036752103 19,330 39,000 SH   SOLE 0 39,000 0 0
BRISTOL-MYERS SQUIBB COM 110122108 18,598 255,000 SH   SOLE 0 255,000 0 0
HP COM 40434L105 18,175 501,000 SH   SOLE 0 501,000 0 0
SOLAREDGE COM 83417M104 16,996 53,000 SH   SOLE 0 53,000 0 0
MOTOROLA SOLUTIONS COM 620076307 14,401 59,000 SH   SOLE 0 59,000 0 0
DR HORTON COM 23331A109 14,227 191,000 SH   SOLE 0 191,000 0 0
BEST BUY COM 086516101 13,905 153,000 SH   SOLE 0 153,000 0 0
FEDEX CORP COM 31428X106 13,740 59,000 SH   SOLE 0 59,000 0 0
JACOBS ENGINEERING COM 469814107 13,357 97,000 SH   SOLE 0 97,000 0 0
HORIZON THERAPEUTICS COM G46188101 12,708 121,000 SH   SOLE 0 121,000 0 0
TAPESTRY COM 876030107 11,923 321,000 SH   SOLE 0 321,000 0 0
NVIDIA COM 67066G104 11,803 43,000 SH   SOLE 0 43,000 0 0
JOHNSON CONTROLS COM G51502105 10,966 167,000 SH   SOLE 0 167,000 0 0
ELECTRONIC ARTS INC COM 285512109 10,888 86,000 SH   SOLE 0 86,000 0 0
TEMPUR SEALY INTERNATIONAL COM 88023U101 10,521 377,000 SH   SOLE 0 377,000 0 0
RH COM 74967X103 10,171 31,000 SH   SOLE 0 31,000 0 0
GLOBAL PAYMENTS COM 37940X102 9,967 73,000 SH   SOLE 0 73,000 0 0
BOOKING HOLDINGS COM 09857L108 9,957 4,000 SH   SOLE 0 4,000 0 0
TEXAS INSTRUMENTS COM 882508104 9,408 51,000 SH   SOLE 0 51,000 0 0
FOOT LOCKER COM 344849104 9,245 312,000 SH   SOLE 0 312,000 0 0
BRINKER INTERNATIONAL COM 109641100 9,065 238,000 SH   SOLE 0 238,000 0 0
PERKINELMER COM 714046109 8,984 51,000 SH   SOLE 0 51,000 0 0
APPLE COM 037833100 8,951 51,000 SH   SOLE 0 51,000 0 0
MICROSOFT COM 594918104 8,948 29,000 SH   SOLE 0 29,000 0 0
SYNEOS HEALTH COM 87166B102 8,831 109,000 SH   SOLE 0 109,000 0 0
GENERAC COM 368736104 8,594 29,000 SH   SOLE 0 29,000 0 0
EBAY COM 278642103 8,434 147,000 SH   SOLE 0 147,000 0 0
ALIGN TECHNOLOGY COM 016255101 7,789 18,000 SH   SOLE 0 18,000 0 0
FORTUNE BRANDS COM 34964C106 7,305 98,000 SH   SOLE 0 98,000 0 0
WALT DISNEY COM 254687106 7,079 52,000 SH   SOLE 0 52,000 0 0
INMODE COM M5425M103 6,633 180,000 SH   SOLE 0 180,000 0 0
AMGEN COM 031162100 6,141 25,000 SH   SOLE 0 25,000 0 0
WARNER BROS DISCOVERY INC COM 934423104 6,050 242,000 SH   SOLE 0 242,000 0 0
ABERCROMBIE & FITCH COM 002896207 5,851 183,000 SH   SOLE 0 183,000 0 0
FUNKO COM 361008105 4,662 270,000 SH   SOLE 0 270,000 0 0
NAUTILUS COM 63910B102 4,635 1,125,000 SH   SOLE 0 1,125,000 0 0
CHARGEPOINT HOLDINGS COM 15961R105 4,607 232,000 SH   SOLE 0 232,000 0 0
FIRST SOLAR INC COM 336433107 4,121 49,000 SH   SOLE 0 49,000 0 0
ROCKWELL AUTOMATION COM 773903109 4,101 15,000 SH   SOLE 0 15,000 0 0
INTUITIVE SURGICAL COM 46120E602 3,220 11,000 SH   SOLE 0 11,000 0 0
BIOGEN COM 09062X103 2,597 12,000 SH   SOLE 0 12,000 0 0
WATTS WATER COM 942749102 2,211 16,000 SH   SOLE 0 16,000 0 0
NOVANTA COM 67000B104 1,281 9,000 SH   SOLE 0 9,000 0 0
CANADIAN SOLAR COM 136635109 836 24,000 SH   SOLE 0 24,000 0 0
LULULEMON ATHLETICA COM 550021109 329 1,000 SH   SOLE 0 1,000 0 0