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Type	Result	AUM ($B)

CIK	Period
0001872766	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

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
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False

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