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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Advanced Energy Industries Inc	14.4
	nLight Inc	14.1
	TTM Technologies Inc	9.3
	JDS Uniphase Corp /CA/	9.0
	AXT Inc	8.8
	Fabrinet	8.7
	Nextracker Inc	8.5
	Golar LNG Ltd	8.3
	Modine Manufacturing Co	7.6
	Bloom Energy Corp	7.5
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Holdings by Sector ($M)

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