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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Qualcomm Inc/DE	63.8
	Cummins Inc	54.2
	on Semiconductor Corp	38.4
	BorgWarner Inc	36.9
	Huntsman Corp	36.4
	Visteon Corp	29.4
	Phinia Inc	29.3
	Research in Motion Ltd	16.2
	Mobileye Global Inc	5.7

Holdings by Sector ($M)

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