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Type	Result	AUM

CIK	Period
0002127793	2026-03-31 2025-12-31

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
	Astera Labs Inc	33.3
	M/A-Com Technology Solutions Holdings Inc	30.4
	Teradyne Inc	30.0
	II-VI Inc	28.8
	Tyco Electronics Ltd	25.6
	Alphabet Inc	25.2
	Modine Manufacturing Co	24.9
	Semtech Corp	21.8
	Rocky Holding Inc	21.1
	Marvell Technology Inc	13.2
	Tesla Motors Inc	9.8
	Qnity Electronics Inc	5.3
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