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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	AXT Inc	39.1
	Seagate Technology PLC	37.8
	Corning Inc /NY	17.2
	Vicor Corp	11.7
	DAQO New Energy Corp	9.7
	Applied Optoelectronics Inc	8.8
	Nokia Corp	4.8
	Sigma Lithium Corp	3.8
	Cameco Corp	3.7
	YY Inc	2.5
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Holdings by Sector ($M)

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