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
Expires: July 31, 2015
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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
JABIL COM 466313103 45,517 209,000 SH SOLE 0 209,000 0 0
CIENA COM 171779309 33,069 407,000 SH SOLE 0 407,000 0 0
APPLIED MATERIALS COM 038222105 26,606 145,000 SH SOLE 0 145,000 0 0
BRINKER INTERNATIONAL COM 109641100 23,074 128,000 SH SOLE 0 128,000 0 0
COHERENT COM 19247G107 22,208 249,000 SH SOLE 0 249,000 0 0
LUMENTUM COM 55024U109 20,569 216,000 SH SOLE 0 216,000 0 0
MOTOROLA SOLUTIONS COM 620076307 20,212 48,000 SH SOLE 0 48,000 0 0
BOOKING HOLDINGS COM 09857L108 19,626 3,000 SH SOLE 0 3,000 0 0
SOMNIGROUP INTERNATIONAL COM 88023U101 17,190 253,000 SH SOLE 0 253,000 0 0
JOHNSON CONTROLS COM G51502105 16,706 158,000 SH SOLE 0 158,000 0 0
NVIDIA COM 67066G104 15,706 99,000 SH SOLE 0 99,000 0 0
QUALCOMM COM 747525103 13,567 85,000 SH SOLE 0 85,000 0 0
TAPESTRY COM 876030107 12,803 146,000 SH SOLE 0 146,000 0 0
JACOBS SOLUTIONS COM 46982L108 12,051 92,000 SH SOLE 0 92,000 0 0
INTEGER HOLDINGS COM 45826H109 11,994 98,000 SH SOLE 0 98,000 0 0
TEXAS INSTRUMENTS COM 882508104 11,967 58,000 SH SOLE 0 58,000 0 0
HP COM 40434L105 11,581 473,000 SH SOLE 0 473,000 0 0
ELECTRONIC ARTS INC COM 285512109 11,539 72,000 SH SOLE 0 72,000 0 0
ULTA BEAUTY COM 90384S303 10,777 23,000 SH SOLE 0 23,000 0 0
GLOBAL PAYMENTS COM 37940X102 10,764 134,000 SH SOLE 0 134,000 0 0
NVR COM 62944T105 10,429 1,000 SH SOLE 0 1,000 0 0
MICROSOFT COM 594918104 10,237 21,000 SH SOLE 0 21,000 0 0
ABERCROMBIE & FITCH COM 002896207 9,886 119,000 SH SOLE 0 119,000 0 0
WATTS WATER COM 942749102 9,865 40,000 SH SOLE 0 40,000 0 0
INMODE COM M5425M103 9,510 659,000 SH SOLE 0 659,000 0 0
CROCS COM 227046109 8,652 85,000 SH SOLE 0 85,000 0 0
ELEVANCE HEALTH COM 036752103 8,642 22,000 SH SOLE 0 22,000 0 0
FEDEX CORP COM 31428X106 7,642 34,000 SH SOLE 0 34,000 0 0
APPLE COM 037833100 7,612 37,000 SH SOLE 0 37,000 0 0
UNITED RENTALS COM 911363109 6,462 9,000 SH SOLE 0 9,000 0 0
WARNER BROS DISCOVERY INC COM 934423104 6,367 556,000 SH SOLE 0 556,000 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 6,359 29,000 SH SOLE 0 29,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 6,184 15,000 SH SOLE 0 15,000 0 0
ALIGN TECHNOLOGY COM 016255101 6,168 33,000 SH SOLE 0 33,000 0 0
NIKE CL B COM 654106103 6,078 86,000 SH SOLE 0 86,000 0 0
ARHAUS COM 04035M102 6,058 699,000 SH SOLE 0 699,000 0 0
FORTUNE BRANDS COM 34964C106 5,833 113,000 SH SOLE 0 113,000 0 0
ATKORE COM 047649108 5,693 81,000 SH SOLE 0 81,000 0 0
IQVIA COM 46266C105 5,224 33,000 SH SOLE 0 33,000 0 0
OLD DOMINION FREIGHT LINE COM 679580100 4,998 31,000 SH SOLE 0 31,000 0 0
AUTOZONE COM 053332102 4,592 1,000 SH SOLE 0 1,000 0 0
BIOGEN COM 09062X103 4,271 34,000 SH SOLE 0 34,000 0 0
FIRST SOLAR INC COM 336433107 2,472 15,000 SH SOLE 0 15,000 0 0
MASTERBRAND COM 57638P104 2,365 216,000 SH SOLE 0 216,000 0 0
AMENTUM HOLDINGS COM 023939101 2,296 97,000 SH SOLE 0 97,000 0 0
ZYMEWORKS INC COM 98985Y108 1,216 97,000 SH SOLE 0 97,000 0 0
LULULEMON ATHLETICA COM 550021109 214 1,000 SH SOLE 0 1,000 0 0