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Type	Result	AUM

CIK	Period
0001783644	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30

Sector	Form 13F Holdings	Value ($M)
	Teva Pharmaceutical Industries Ltd	116.2
	Delek US Holdings Inc	61.7
	Solaredge Technologies Inc	56.3
	Illumina Inc	48.1
	Danaos Corp	42.9
	Phinia Inc	34.9
	Nexgen Energy Ltd	30.4
	Transocean Ltd	29.8
	Navios Maritime Partners LP	29.1
	VALE Sa	28.8
	Qnity Electronics Inc	25.6
	Ultra Clean Holdings Inc	21.8
	Aercap Holdings NV	17.1
	Sotera Health Co	17.1
	Flowserve Corp	14.5
	Fluor Corp	14.0
	Petrobras - Petroleo Brasileiro Sa	13.9
	Coreweave Inc	11.4
	Ciena Corp	10.7
	TTM Technologies Inc	9.7
	Nanometrics Inc	6.2
	Amazon Com Inc	5.0
	Square Inc	4.8
	Global-E Online Ltd	4.8
	Check Point Software Technologies Ltd	3.7
	Okta Inc	3.1
	Littelfuse Inc /DE	2.7
	Interactive Brokers Group Inc	2.7
	Palo Alto Networks Inc	2.6
	SPDR Gold Trust	2.2
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