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| Name: |
North Growth Management Ltd. |
| City: |
VANCOUVER |
| State: |
A1 |
| Zip: |
V7X1M4 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
JBL |
Jabil Circuit Inc |
1 |
- |
$117.93 |
$38,561,000 |
288,000 |
7.36% |
3,804,000 |
15,000 |
0.193 |
Printed Circuit Boards |
|
|
AMAT |
Applied Materials Inc |
2 |
- |
$206.33 |
$33,576,000 |
163,000 |
6.41% |
6,967,000 |
-1,000 |
0.018 |
Semiconductor Equipme... |
|
|
CIEN |
Ciena Corp |
3 |
- |
$48.92 |
$26,109,000 |
528,000 |
4.98% |
2,148,000 |
-4,000 |
0.342 |
Systems, Products & D... |
|
|
COHR |
Coherent Corp |
4 |
- |
$54.52 |
$21,074,000 |
348,000 |
4.02% |
3,979,000 |
-45,000 |
0.229 |
Scientific & Technica... |
|
|
MSI |
Motorola Inc |
5 |
- |
$360.11 |
$20,121,000 |
57,000 |
3.84% |
2,225,000 |
0 |
0.034 |
Communication Equipment |
|
|
QCOM |
QUALCOMM Inc |
6 |
- |
$180.54 |
$19,992,000 |
118,000 |
3.82% |
2,769,000 |
-1,000 |
0.01 |
Communication Equipment |
|
|
NVDA |
NVIDIA Corporation |
7 |
- |
$887.47 |
$17,023,000 |
19,000 |
3.25% |
5,650,000 |
-4,000 |
0.001 |
Semiconductor - Speci... |
|
|
ANTM |
Anthem Inc |
8 |
- |
$538.58 |
$14,524,000 |
28,000 |
2.77% |
1,207,000 |
0 |
0.011 |
N/A |
|
|
TPX |
Tempur-Pedic International |
9 |
- |
$53.99 |
$14,478,000 |
255,000 |
2.76% |
1,383,000 |
-2,000 |
0.124 |
Textile Manufacturing |
|
|
HPQ |
HP Inc |
10 |
- |
$29.65 |
$14,437,000 |
478,000 |
2.76% |
-58,000 |
-4,000 |
0.035 |
Diversified Computer ... |
|
|
J |
Jacobs Solutions Inc |
11 |
- |
$139.79 |
$14,217,000 |
92,000 |
2.71% |
2,113,000 |
-1,000 |
0.071 |
Heavy Construction |
|
|
GPN |
Global Payments Inc |
12 |
- |
$127.47 |
$14,149,000 |
106,000 |
2.7% |
594,000 |
-1,000 |
0.035 |
Business Services |
|
|
TPR |
Tapestry Inc |
13 |
- |
$40.37 |
$13,695,000 |
288,000 |
2.61% |
2,988,000 |
-3,000 |
0.104 |
Textile - Apparel Foo... |
|
|
NVR |
NVR Inc |
14 |
- |
$7,670.90 |
$12,514,000 |
2,000 |
2.39% |
1,593,000 |
0 |
0.046 |
Residential Construct... |
|
|
BKNG |
Booking Holdings Inc |
15 |
- |
$3,780.03 |
$12,407,000 |
3,000 |
2.37% |
169,000 |
0 |
0.006 |
Internet Software & S... |
|
|
CROX |
Crocs Inc |
16 |
- |
$139.70 |
$12,403,000 |
86,000 |
2.37% |
5,968,000 |
17,000 |
0.127 |
Textile - Apparel Foo... |
|
|
ANF |
Abercrombie & Fitch Co |
17 |
- |
$122.08 |
$11,980,000 |
96,000 |
2.29% |
642,000 |
-33,000 |
0.154 |
Apparel Stores |
|
|
INMD |
Inmode |
18 |
- |
$18.36 |
$11,454,000 |
530,000 |
2.19% |
-425,000 |
-4,000 |
0.637 |
N/A |
|
|
FDX |
Fedex Corp |
19 |
- |
$262.06 |
$10,952,000 |
38,000 |
2.09% |
1,307,000 |
0 |
0.015 |
AirDelivery & Freight... |
|
|
ALGN |
Align Technology Inc |
20 |
- |
$280.39 |
$10,779,000 |
33,000 |
2.06% |
1,675,000 |
0 |
0.042 |
Medical Appliances & ... |
|
|
ITGR |
Integer Holdings Corporation |
21 |
- |
$114.23 |
$10,678,000 |
92,000 |
2.04% |
1,523,000 |
0 |
0.241 |
Industrial Electrical... |
|
|
EAT |
Brinker International Inc |
22 |
- |
$58.52 |
$10,506,000 |
211,000 |
2.01% |
1,297,000 |
-2,000 |
0.404 |
Restaurants |
|
|
JCI |
Johnson Controls Internatio... |
23 |
- |
$65.74 |
$10,424,000 |
160,000 |
1.99% |
1,149,000 |
-1,000 |
0.022 |
Conglomerates |
|
|
LITE |
Lumentum Holdings Inc. |
24 |
- |
$43.61 |
$10,338,000 |
218,000 |
1.97% |
-26,000 |
20,000 |
0.289 |
N/A |
|
|
MSFT |
Microsoft Corp |
25 |
- |
$412.32 |
$10,245,000 |
24,000 |
1.96% |
1,011,000 |
-1,000 |
0 |
Application Software |
|
|
FBHS |
Fortune Brands Home & Secur... |
26 |
- |
$75.10 |
$9,680,000 |
114,000 |
1.85% |
902,000 |
-1,000 |
0.082 |
Security & Protection... |
|
|
CRL |
Charles River Laboratories ... |
27 |
- |
$230.09 |
$8,839,000 |
33,000 |
1.69% |
80,000 |
-4,000 |
0.062 |
Biotechnology |
|
|
TXN |
Texas Instruments Inc |
28 |
- |
$185.32 |
$8,524,000 |
49,000 |
1.63% |
114,000 |
0 |
0.005 |
Semiconductor- Broad... |
|
|
EA |
Electronic Arts Inc |
29 |
- |
$127.12 |
$8,294,000 |
63,000 |
1.58% |
-331,000 |
0 |
0.022 |
Multimedia & Graphics... |
|
|
TMO |
Thermo Fisher Scientific |
30 |
- |
$577.93 |
$8,256,000 |
14,000 |
1.58% |
-343,000 |
-2,000 |
0.004 |
Medical Laboratories ... |
|
|
WTS |
Watts Industries Inc |
31 |
- |
$211.16 |
$7,535,000 |
35,000 |
1.44% |
87,000 |
-1,000 |
0.127 |
Industrial Equipment ... |
|
|
AAPL |
Apple Inc |
32 |
- |
$184.57 |
$7,519,000 |
44,000 |
1.44% |
-994,000 |
0 |
0 |
Personal Computers |
|
|
ARHS |
Arhaus, Inc. |
33 |
- |
$15.50 |
$7,389,000 |
480,000 |
1.41% |
1,652,000 |
-4,000 |
0.351 |
N/A |
|
|
ATKR |
Atkore International Group ... |
34 |
- |
$161.14 |
$7,321,000 |
38,000 |
1.4% |
1,552,000 |
2,000 |
0.08 |
N/A |
|
|
RH |
Restoration Hardware Holdin... |
35 |
- |
$294.14 |
$6,742,000 |
19,000 |
1.29% |
1,052,000 |
-1,000 |
0.079 |
Home Furnishing Stores |
|
|
ODFL |
Old Dominion Freight Line Inc |
36 |
- |
$195.06 |
$6,581,000 |
30,000 |
1.26% |
446,000 |
15,000 |
0.026 |
Trucking |
|
|
WBD |
Warner Bros Discovery Ord S... |
37 |
- |
$8.04 |
$6,460,000 |
740,000 |
1.23% |
-998,000 |
85,000 |
0.03 |
Broadcasting - TV |
|
|
URI |
United Rentals Inc |
38 |
- |
$689.21 |
$6,245,000 |
9,000 |
1.19% |
-303,000 |
-2,000 |
0.012 |
Rental & Leasing Serv... |
|
|
ULTA |
Ulta Salon Cosmetics & Frag... |
39 |
- |
$396.67 |
$6,209,000 |
12,000 |
1.19% |
341,000 |
0 |
0.021 |
Personal Services |
|
|
WST |
West Pharmaceutical Service... |
40 |
- |
$365.59 |
$6,191,000 |
16,000 |
1.18% |
1,849,000 |
4,000 |
0.022 |
Rubber & Plastics |
|
|
SEDG |
Solaredge Technologies Inc |
41 |
- |
$52.67 |
$5,708,000 |
80,000 |
1.09% |
-1,880,000 |
-1,000 |
0.156 |
N/A |
|
|
MBC |
Masterbrand, Inc. |
42 |
- |
$16.72 |
$3,356,000 |
179,000 |
0.64% |
674,000 |
-2,000 |
0.14 |
N/A |
|
|
BIIB |
Biogen Idec Inc |
43 |
- |
$222.75 |
$2,441,000 |
11,000 |
0.47% |
-512,000 |
0 |
0.007 |
Biotechnology |
|
|
AXNX |
Axonics Modulation Technolo... |
44 |
- |
$67.40 |
$1,752,000 |
25,000 |
0.33% |
159,000 |
-1,000 |
0.047 |
N/A |
|
|
ZYME |
Zymeworks Inc |
45 |
- |
$9.23 |
$1,020,000 |
97,000 |
0.19% |
13,000 |
0 |
0.139 |
N/A |
|
|
CSIQ |
Canadian Solar Inc |
46 |
- |
$17.28 |
$1,007,000 |
51,000 |
0.19% |
-330,000 |
0 |
0.086 |
Semiconductor - Speci... |
|
|
LULU |
Lululemon Athletica Inc |
47 |
- |
$352.95 |
$131,000 |
0 |
0.03% |
-40,000 |
0 |
0 |
Textile - Apparel Clo... |
|
