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Type	Result	AUM

CIK	Period
0002026128	2026-03-31 2025-12-31

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
	Veeva Systems Inc	6.3
	TTM Technologies Inc	6.1
	Tyco Electronics Ltd	6.1
	Wellpoint Inc	5.9
	DraftKings Inc	5.8
	Zoom Video Communications Inc	5.8
	Booz Allen Hamilton Holding Corp	5.8
	Home Depot Inc	5.7
	ServiceNow Inc	5.5
	Comfort Systems USA Inc	5.4
	Amazon Com Inc	5.3
	Celestica Inc	5.2
	Carlisle Companies Inc	5.1
	Burlington Stores Inc	4.9
	Archer Daniels Midland Co	4.9
	Microsoft Corp	4.9
	Merck & Co Inc	4.7
	Moodys Corp /DE/	4.7
	AMR Corp	4.6
	Netflix Inc	4.6
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