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Type	Result	AUM

CIK	Period
0001679688	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 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

Sector	Form 13F Holdings	Value ($M)
	Equinix Inc	134.3
	SBA Communications Corp	100.4
	Amdocs Ltd	96.2
	AT&T Inc	86.4
	Amazon Com Inc	62.4
	Arista Networks Inc	61.6
	Hewlett Packard Enterprise Co	56.4
	Nvidia Corp	53.1
	Live Nation Entertainment Inc	52.4
	GS Acquisition Holdings Corp	51.8
	Iron Mountain Inc	51.5
	Ciena Corp	51.3
	Quanta Services Inc	48.7
	Lumentum Holdings Inc	47.8
	Netflix Inc	46.9
	Salesforce Com Inc	43.9
	Rogers Communications Inc	43.4
	Semtech Corp	43.1
	Walt Disney Co	42.7
	Seagate Technology PLC	42.4
	Warner Music Group Corp	39.7
	Bloom Energy Corp	35.5
	TKO Group Holdings Inc	35.2
	Comcast Corp	28.9
	Entegris Inc	24.0
	Cogent Communications Group Inc	21.5
	Invitation Homes Inc	17.4
	Gaming & Leisure Properties Inc	15.4
	Lexington Realty Trust	11.4
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