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Type	Result	AUM

CIK	Period
0001963355	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31

Sector	Form 13F Holdings	Value ($M)
	Lumentum Holdings Inc	18.1
	AXT Inc	14.6
	Venture Global Inc	11.7
	Marvell Technology Inc	11.6
	Palantir Technologies Inc	10.9
	Petrobras - Petroleo Brasileiro Sa	10.1
	CF Industries Holdings Inc	8.4
	Cheniere Energy Inc	8.4
	Lam Research Corp	8.0
	Chevron Corp	7.7
	Schlumberger Ltd /NV/	7.7
	Visa Inc	6.3
	Apple Inc	6.3
	Boston Scientific Corp	6.1
	Tesla Motors Inc	5.9
	Canadian Natural Resources Ltd	5.4
	Western Digital Corp	5.3
	Applied Optoelectronics Inc	5.2
	Advanced Micro Devices Inc	4.9
	EQT Corp	4.5
	Corning Inc /NY	4.3
	Halliburton Co	4.3
	Delta Air Lines Inc	4.0
	Home Depot Inc	3.9
	Cenovus Energy Inc	3.8
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