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Type	Result	AUM ($B)

CIK	Period
0001728120	2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31

Sector	Form 13F Holdings	Value ($M)
	Nvidia Corp	96.2
	Las Vegas Sands Corp	76.1
	Winnebago Industries Inc	64.9
	Doordash Inc	57.4
	China Lodging Group Ltd	54.5
	Neteasecom Inc	34.7
	YUM China Holdings Inc	31.4
	Denali Holding Inc	30.9
	New Oriental Education & Technology Group Inc	19.4
	TAL Education Group	17.5
	Take Two Interactive Software Inc	14.3
	Celestica Inc	10.1
	Skechers USA Inc	9.3
	PulteGroup Inc/MI/	3.2
	Toll Brothers Inc	2.8
	NVR Inc	2.6
	Horton D R Inc /DE/	2.5
	Lennar Corp /New/	2.0
	Taylor Morrison Home Corp	0.8
	LGI Homes Inc	0.5
	TRI Pointe Homes Inc	0.3
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False

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