North Growth Management Ltd. Buys Ciena Corp, Booking Holdings Inc, NVIDIA Corp, Sells DSP Group Inc, Cisco Systems Inc, LogMeIn Inc

• New Purchases: BKNG, NVDA, RH, EAT, FB,
• Added Positions: CIEN, IIVI, FL, BMY, MLHR, FDX, BBY, J, AEO, PFE, ANTM, COHR, ZBH, SKX, JBL,
• Reduced Positions: CSCO, AAPL, INTC, GILD, AMGN, AMAT, ABT, BSX, CERN, TXN, CTXS, FSLR, SEDG, ITRI, JCI, HPQ, EA, MSFT, MSI, VAR, DIS, FBHS, MAS, URBN,
• Sold Out: DSPG, LOGM, VREX,

For the details of North Growth Management Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/north+growth+management+ltd./current-portfolio/portfolio

1. Ciena Corp (CIEN) - 522,000 shares, 5.84% of the total portfolio. Shares added by 59.15%
2. Intel Corp (INTC) - 276,000 shares, 4.20% of the total portfolio. Shares reduced by 11.82%
3. Cisco Systems Inc (CSCO) - 373,000 shares, 4.12% of the total portfolio. Shares reduced by 23.41%
4. Applied Materials Inc (AMAT) - 288,000 shares, 3.71% of the total portfolio. Shares reduced by 9.43%
5. SolarEdge Technologies Inc (SEDG) - 155,000 shares, 3.58% of the total portfolio. Shares reduced by 1.9%

North Growth Management Ltd. initiated holding in Booking Holdings Inc. The purchase prices were between $1152.24 and $2086.9, with an estimated average price of $1767.55. The stock is now traded at around $1423.26. The impact to a portfolio due to this purchase was 1.21%. The holding were 3,000 shares as of .

North Growth Management Ltd. initiated holding in NVIDIA Corp. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $311.64. The impact to a portfolio due to this purchase was 1.1%. The holding were 15,000 shares as of .

North Growth Management Ltd. initiated holding in RH. The purchase prices were between $80.43 and $252.1, with an estimated average price of $188.16. The stock is now traded at around $158.24. The impact to a portfolio due to this purchase was 0.93%. The holding were 33,000 shares as of .

North Growth Management Ltd. initiated holding in Brinker International Inc. The purchase prices were between $7.62 and $45.77, with an estimated average price of $34.05. The stock is now traded at around $22.77. The impact to a portfolio due to this purchase was 0.84%. The holding were 250,000 shares as of .

North Growth Management Ltd. initiated holding in Facebook Inc. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $213.12. The impact to a portfolio due to this purchase was 0.55%. The holding were 12,000 shares as of .

North Growth Management Ltd. added to a holding in Ciena Corp by 59.15%. The purchase prices were between $34.5 and $44.47, with an estimated average price of $41.11. The stock is now traded at around $47.67. The impact to a portfolio due to this purchase was 2.17%. The holding were 522,000 shares as of .

North Growth Management Ltd. added to a holding in II-VI Inc by 32.33%. The purchase prices were between $21.15 and $37.91, with an estimated average price of $32.66. The stock is now traded at around $35.73. The impact to a portfolio due to this purchase was 0.69%. The holding were 352,000 shares as of .

North Growth Management Ltd. added to a holding in Foot Locker Inc by 67.09%. The purchase prices were between $18.22 and $41.46, with an estimated average price of $34.25. The stock is now traded at around $25.32. The impact to a portfolio due to this purchase was 0.66%. The holding were 264,000 shares as of .

North Growth Management Ltd. added to a holding in Bristol-Myers Squibb Company by 25.68%. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $61.61. The impact to a portfolio due to this purchase was 0.6%. The holding were 186,000 shares as of .

North Growth Management Ltd. added to a holding in Herman Miller Inc by 41.13%. The purchase prices were between $15.15 and $41.97, with an estimated average price of $34.88. The stock is now traded at around $22.98. The impact to a portfolio due to this purchase was 0.59%. The holding were 326,000 shares as of .

North Growth Management Ltd. added to a holding in FedEx Corp by 22.00%. The purchase prices were between $90.49 and $164.91, with an estimated average price of $141.5. The stock is now traded at around $120.11. The impact to a portfolio due to this purchase was 0.37%. The holding were 61,000 shares as of .

North Growth Management Ltd. sold out a holding in DSP Group Inc. The sale prices were between $10.73 and $16, with an estimated average price of $14.38.

North Growth Management Ltd. sold out a holding in LogMeIn Inc. The sale prices were between $71.52 and $86.55, with an estimated average price of $84.39.

North Growth Management Ltd. sold out a holding in Varex Imaging Corp. The sale prices were between $17.22 and $31.65, with an estimated average price of $25.91.