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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Lumentum Holdings Inc	131.2
	AXT Inc	117.9
	Tower Semiconductor Ltd	107.7
	Intel Corp	99.4
	Sandisk Corp	81.1
	Corning Inc /NY	72.8
	Nvidia Corp	62.0
	Micron Technology Inc	44.6
	Ciena Corp	41.7
	Taiwan Semiconductor Manufacturing Co Ltd	38.3
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Holdings by Sector ($M)

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