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Type	Result	AUM ($BB)

CIK	Period
0001512022
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Super Micro Computer Inc	2,169.7	42.6
	Silicon Motion Technology Corp	2,833.2	25.2
	Descartes Systems Group Inc	5,292.9	23.0
	Fabrinet	2,980.7	22.9
	Radware Ltd	982.9	17.7
	Pegasystems Inc	4,042.7	15.8
	SPS Commerce Inc	4,042.7	14.5
	Varonis Systems Inc	3,387.9	13.1
	Qualys Inc	5,019.7	9.9
	Avid Technology Inc	1,170.6	9.6
	Kulicke & Soffa Industries Inc	2,584.0	8.7
	CEVA Inc	778.6	8.5
	Tower Semiconductor Ltd	5,082.9	8.4
	Harmonic Inc	898.6	8.4
	Microsoft Corp	1,918,222.4	8.0
	Cogent Communications Group Inc	2,911.6	8.0
	Vicor Corp	2,537.7	6.6
	Arlo Technologies Inc	549.0	6.5
	Cyberark Software Ltd	5,393.7	6.1
	Celestica Inc	1,239.3	5.8
	Apple Inc	2,382,844.0	5.8
	Alphabet Inc	1,475,138.5	4.9
	Solstice Sapphire Investments Inc	450.4	4.8
	N-Able Inc	1,658.9	4.8
	Healthstream Inc	657.9	4.7
	Silicom Ltd	223.5	4.6
	Advanced Micro Devices Inc	131,458.5	4.6
	Amazon Com Inc	1,092,997.8	4.2
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