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Type	Result	AUM

CIK

Period

0001280346

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 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

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
	Ultra Clean Holdings Inc	1.7
	Semtech Corp	1.7
	Jfrog Ltd	1.4
	Ichor Holdings Ltd	1.4
	IRIS Energy Ltd	1.4
	Amphenol Corp /DE/	1.3
	Microsoft Corp	1.2
	Toll Brothers Inc	0.9
	Anika Therapeutics Inc	0.8
	Coreweave Inc	0.8
	Bioventus Inc	0.7
	General Motors Co	0.7
	Lantheus Holdings Inc	0.6
	ThredUp Inc	0.5
	ServiceNow Inc	0.5
	New Providence Acquisition Corp	0.5
	CryoLife Inc	0.5
	SPDR Gold Trust	0.5
	Chevron Corp	0.5
	Vector Acquisition Corp	0.4
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{"uid": 214335334, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

319409547