Instuitional Investor - North Growth Management Ltd.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ciena Corp	CIEN	157,000	$61,030	9.34%
2.	Jabil Inc	JBL	177,000	$47,008	7.2%
3.	Applied Materials Inc	AMAT	111,000	$38,058	5.83%
4.	Lumentum Holdings Inc.	LITE	53,000	$37,567	5.75%
5.	Coherent Corp.	COHR	114,000	$27,094	4.15%