Instuitional Investor - North Growth Management Ltd.

Filing Period:
No. Security Ticker Shares Value % Port
1. CIEN 325,000 $47,349 8.24%
2. JBL 202,000 $43,830 7.63%
3. AMAT 144,000 $29,564 5.15%
4. LITE 152,000 $24,794 4.32%
5. MSI 48,000 $21,842 3.8%