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   41,736 329,000 SH   SOLE 0 329,000 0 0
CIENA COM 171779309   25,158 532,000 SH   SOLE 0 532,000 0 0
APPLIED MATERIALS COM 038222105   22,731 164,000 SH   SOLE 0 164,000 0 0
HORIZON THERAPEUTICS COM G46188101   18,875 163,000 SH   SOLE 0 163,000 0 0
MOTOROLA SOLUTIONS COM 620076307   15,561 57,000 SH   SOLE 0 57,000 0 0
QUALCOMM COM 747525103   13,226 119,000 SH   SOLE 0 119,000 0 0
COHERENT COM 19247G107   12,819 393,000 SH   SOLE 0 393,000 0 0
JACOBS SOLUTIONS COM 46982L108   12,729 93,000 SH   SOLE 0 93,000 0 0
HP COM 40434L105   12,380 482,000 SH   SOLE 0 482,000 0 0
GLOBAL PAYMENTS COM 37940X102   12,316 107,000 SH   SOLE 0 107,000 0 0
ELEVANCE HEALTH COM 036752103   12,296 28,000 SH   SOLE 0 28,000 0 0
INMODE COM M5425M103   11,787 387,000 SH   SOLE 0 387,000 0 0
BRISTOL-MYERS SQUIBB COM 110122108   11,297 195,000 SH   SOLE 0 195,000 0 0
FEDEX CORP COM 31428X106   11,291 43,000 SH   SOLE 0 43,000 0 0
TEMPUR SEALY INTERNATIONAL COM 88023U101   11,135 257,000 SH   SOLE 0 257,000 0 0
BOOKING HOLDINGS COM 09857L108   10,640 3,000 SH   SOLE 0 3,000 0 0
NVIDIA COM 67066G104   9,990 23,000 SH   SOLE 0 23,000 0 0
NVR COM 62944T105   9,303 2,000 SH   SOLE 0 2,000 0 0
BEST BUY COM 086516101   9,042 130,000 SH   SOLE 0 130,000 0 0
LUMENTUM COM 55024U109   8,933 198,000 SH   SOLE 0 198,000 0 0
ALIGN TECHNOLOGY COM 016255101   8,725 29,000 SH   SOLE 0 29,000 0 0
ABERCROMBIE & FITCH COM 002896207   8,613 153,000 SH   SOLE 0 153,000 0 0
JOHNSON CONTROLS COM G51502105   8,562 161,000 SH   SOLE 0 161,000 0 0
TAPESTRY COM 876030107   8,362 291,000 SH   SOLE 0 291,000 0 0
TEXAS INSTRUMENTS COM 882508104   7,845 49,000 SH   SOLE 0 49,000 0 0
MICROSOFT COM 594918104   7,754 25,000 SH   SOLE 0 25,000 0 0
ELECTRONIC ARTS INC COM 285512109   7,590 63,000 SH   SOLE 0 63,000 0 0
APPLE COM 037833100   7,570 44,000 SH   SOLE 0 44,000 0 0
CHARLES RIVER LABORATORIES COM 159864107   7,261 37,000 SH   SOLE 0 37,000 0 0
RH COM 74967X103   7,200 27,000 SH   SOLE 0 27,000 0 0
FORTUNE BRANDS COM 34964C106   7,166 115,000 SH   SOLE 0 115,000 0 0
BRINKER INTERNATIONAL COM 109641100   6,737 213,000 SH   SOLE 0 213,000 0 0
SOLAREDGE COM 83417M104   6,568 51,000 SH   SOLE 0 51,000 0 0
REVVITY COM 714046109   6,504 59,000 SH   SOLE 0 59,000 0 0
WARNER BROS DISCOVERY INC COM 934423104   6,241 575,000 SH   SOLE 0 575,000 0 0
WATTS WATER COM 942749102   6,178 36,000 SH   SOLE 0 36,000 0 0
CROCS COM 227046109   6,078 69,000 SH   SOLE 0 69,000 0 0
UNITED RENTALS COM 911363109   5,077 11,000 SH   SOLE 0 11,000 0 0
OLD DOMINION FREIGHT LINE COM 679580100   4,867 12,000 SH   SOLE 0 12,000 0 0
ULTA BEAUTY COM 90384S303   4,783 12,000 SH   SOLE 0 12,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105   3,606 10,000 SH   SOLE 0 10,000 0 0
ATKORE COM 047649108   3,514 24,000 SH   SOLE 0 24,000 0 0
BIOGEN COM 09062X103   2,933 11,000 SH   SOLE 0 11,000 0 0
ARHAUS COM 04035M102   2,477 266,000 SH   SOLE 0 266,000 0 0
MASTERBRAND COM 57638P104   2,194 181,000 SH   SOLE 0 181,000 0 0
AXONICS COM 05465P101   1,437 26,000 SH   SOLE 0 26,000 0 0
CANADIAN SOLAR COM 136635109   1,164 47,000 SH   SOLE 0 47,000 0 0
ZYMEWORKS INC COM 98985Y108   614 97,000 SH   SOLE 0 97,000 0 0
LULULEMON ATHLETICA COM 550021109   129 0 SH   SOLE 0 0 0 0