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Type	Result	AUM

CIK	Period
0002076121	2026-06-30 2026-03-31 2025-12-31 2025-09-30 2025-06-30

Sector	Form 13F Holdings	Value ($M)
	Sandisk Corp	568.4
	Seagate Technology PLC	279.6
	Western Digital Corp	201.2
	Lilly Eli & Co	119.9
	Lumentum Holdings Inc	115.8
	Ciena Corp	98.1
	Amphenol Corp /DE/	67.5
	GE Vernova Inc	61.3
	Teradyne Inc	53.2
	Advanced Energy Industries Inc	31.7
	Grainger W W Inc	28.6
	Albemarle Corp	18.2
	Mettler Toledo International INC/	15.3
	Arcelormittal	8.9
	EPAM Systems Inc	8.7
	Estee Lauder Companies Inc	8.7
	Toyota Motor Corp/	6.2
	Carvana Co	6.0
	Rio Tinto PLC	4.3
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