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   33,488 380,000 SH   SOLE 0 380,000 0 0
CIENA COM 171779309   27,202 518,000 SH   SOLE 0 518,000 0 0
APPLIED MATERIALS COM 038222105   20,592 168,000 SH   SOLE 0 168,000 0 0
HORIZON THERAPEUTICS COM G46188101   17,078 156,000 SH   SOLE 0 156,000 0 0
MOTOROLA SOLUTIONS COM 620076307   16,699 58,000 SH   SOLE 0 58,000 0 0
SOLAREDGE COM 83417M104   15,736 52,000 SH   SOLE 0 52,000 0 0
QUALCOMM COM 747525103   15,512 122,000 SH   SOLE 0 122,000 0 0
BRISTOL-MYERS SQUIBB COM 110122108   15,232 220,000 SH   SOLE 0 220,000 0 0
DR HORTON COM 23331A109   15,075 154,000 SH   SOLE 0 154,000 0 0
HP COM 40434L105   14,437 492,000 SH   SOLE 0 492,000 0 0
ELEVANCE HEALTH COM 036752103   13,263 29,000 SH   SOLE 0 29,000 0 0
TAPESTRY COM 876030107   12,722 295,000 SH   SOLE 0 295,000 0 0
TEMPUR SEALY INTERNATIONAL COM 88023U101   11,756 298,000 SH   SOLE 0 298,000 0 0
INMODE COM M5425M103   11,752 368,000 SH   SOLE 0 368,000 0 0
COHERENT COM 19247G107   11,485 302,000 SH   SOLE 0 302,000 0 0
JACOBS SOLUTIONS COM 46982L108   11,190 95,000 SH   SOLE 0 95,000 0 0
NVIDIA COM 67066G104   11,123 40,000 SH   SOLE 0 40,000 0 0
FEDEX CORP COM 31428X106   11,000 48,000 SH   SOLE 0 48,000 0 0
LUMENTUM COM 55024U109   10,903 202,000 SH   SOLE 0 202,000 0 0
GLOBAL PAYMENTS COM 37940X102   10,458 99,000 SH   SOLE 0 99,000 0 0
BEST BUY COM 086516101   10,402 133,000 SH   SOLE 0 133,000 0 0
JOHNSON CONTROLS COM G51502105   9,893 164,000 SH   SOLE 0 164,000 0 0
ALIGN TECHNOLOGY COM 016255101   9,754 29,000 SH   SOLE 0 29,000 0 0
TEXAS INSTRUMENTS COM 882508104   9,372 50,000 SH   SOLE 0 50,000 0 0
BOOKING HOLDINGS COM 09857L108   9,350 4,000 SH   SOLE 0 4,000 0 0
CROCS COM 227046109   8,894 70,000 SH   SOLE 0 70,000 0 0
WARNER BROS DISCOVERY INC COM 934423104   8,860 587,000 SH   SOLE 0 587,000 0 0
APPLE COM 037833100   8,304 50,000 SH   SOLE 0 50,000 0 0
BRINKER INTERNATIONAL COM 109641100   8,275 218,000 SH   SOLE 0 218,000 0 0
MICROSOFT COM 594918104   8,221 29,000 SH   SOLE 0 29,000 0 0
RH COM 74967X103   7,761 32,000 SH   SOLE 0 32,000 0 0
ELECTRONIC ARTS INC COM 285512109   7,753 64,000 SH   SOLE 0 64,000 0 0
FOOT LOCKER COM 344849104   7,470 188,000 SH   SOLE 0 188,000 0 0
PERKINELMER COM 714046109   7,181 54,000 SH   SOLE 0 54,000 0 0
WATTS WATER COM 942749102   6,146 37,000 SH   SOLE 0 37,000 0 0
FORTUNE BRANDS COM 34964C106   5,668 97,000 SH   SOLE 0 97,000 0 0
ABERCROMBIE & FITCH COM 002896207   5,484 198,000 SH   SOLE 0 198,000 0 0
HERC HOLDINGS COM 42704L104   4,938 43,000 SH   SOLE 0 43,000 0 0
CHARLES RIVER LABORATORIES COM 159864107   4,758 24,000 SH   SOLE 0 24,000 0 0
OLD DOMINION FREIGHT LINE COM 679580100   4,160 12,000 SH   SOLE 0 12,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   3,401 10,000 SH   SOLE 0 10,000 0 0
BIOGEN COM 09062X103   3,240 12,000 SH   SOLE 0 12,000 0 0
CANADIAN SOLAR COM 136635109   1,306 33,000 SH   SOLE 0 33,000 0 0
ZYMEWORKS INC COM 98985Y108   1,087 120,000 SH   SOLE 0 120,000 0 0
MASTERBRAND COM 57638P104   776 97,000 SH   SOLE 0 97,000 0 0
LULULEMON ATHLETICA COM 550021109   146 0 SH   SOLE 0 0 0 0