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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Sandisk Corp	82.6
	Nvidia Corp	52.3
	Micron Technology Inc	50.7
	Lilly Eli & Co	36.8
	GEO Group Inc	33.5
	Amazon Com Inc	32.3
	Ceribell Inc	25.7
	Facebook Inc	22.3
	Costco Wholesale Corp /NEW	18.4
	Microsoft Corp	17.4
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Holdings by Sector ($M)

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