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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Steris PLC	57.0
	Lumentum Holdings Inc	7.0
	II-VI Inc	4.8
	Yandex NV	4.2
	Advanced Micro Devices Inc	4.1
	Shopify Inc	3.6
	Apple Inc	3.3
	Amkor Technology Inc	2.7
	Celestica Inc	2.3
	Sharkninja Inc	2.1
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Holdings by Sector ($M)

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