|
JBL
|
US |
JABIL INC |
284,000 |
$41M |
7.75% |
-1.7%
|
- |
|
CIEN
|
US |
CIENA CORP |
458,000 |
$39M |
7.38% |
-13.7%
|
- |
|
COHR
|
US |
COHERENT CORP |
272,000 |
$26M |
4.88% |
-1.8%
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
145,000 |
$24M |
4.47% |
-11.6%
|
- |
|
MSI
|
US |
MOTOROLA SOLUTIONS INC |
50,000 |
$23M |
4.40% |
-12.3%
|
- |
|
EAT
|
US |
BRINKER INTERNATIONAL INC |
174,000 |
$23M |
4.37% |
-18.3%
|
- |
|
LITE
|
US |
LUMENTUM HOLDINGS INC |
216,000 |
$18M |
3.43% |
-1.4%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
3,000 |
$17M |
3.18% |
-
|
- |
|
HPQ
|
US |
HP INC |
472,000 |
$15M |
2.92% |
-1.7%
|
- |
|
TPR
|
US |
TAPESTRY INC |
230,000 |
$15M |
2.86% |
-20.7%
|
- |
|
TPX
|
US |
TEMPUR SEALY INTERNATIONAL I |
252,000 |
$14M |
2.71% |
-1.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
99,000 |
$13M |
2.52% |
-2.0%
|
- |
|
QCOM
|
US |
QUALCOMM INC |
85,000 |
$13M |
2.47% |
-1.2%
|
- |
|
ITGR
|
US |
INTEGER HOLDINGS CORP |
97,000 |
$13M |
2.44% |
-2.0%
|
- |
|
JCI
|
US |
JOHNSON CONTROLS INTERNATION |
158,000 |
$12M |
2.36% |
-1.3%
|
- |
|
J
|
US |
JACOBS SOLUTIONS INC |
91,000 |
$12M |
2.31% |
-2.2%
|
- |
|
ANF
|
US |
ABERCROMBIE & FITCH CO-CL A |
80,000 |
$12M |
2.27% |
-2.4%
|
- |
|
GPN
|
US |
GLOBAL PAYMENTS INC |
105,000 |
$12M |
2.22% |
-0.9%
|
- |
|
NVR
|
US |
NVR INC |
1,000 |
$11M |
2.18% |
-
|
- |
|
WBD
|
US |
WARNER BROS DISCOVERY INC |
1,024,000 |
$11M |
2.05% |
-1.7%
|
- |