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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	ARM Holdings PLC /UK	9.7
	Cummins Inc	9.6
	Autodesk Inc	9.1
	Nvidia Corp	8.4
	Blackstone Group LP	8.2
	Johnson & Johnson	7.3
	Dow Inc	7.2
	Ingersoll-Rand PLC	7.0
	Advanced Micro Devices Inc	6.7
	Capital One Financial Corp	6.6
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Holdings by Sector ($M)

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