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Type	Result	AUM

CIK	Period
0001927627	2026-06-30 2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31

Sector	Form 13F Holdings	Value ($M)
	Broadcom Inc	66.4
	Micron Technology Inc	48.2
	Lumentum Holdings Inc	44.6
	Marvell Technology Inc	35.6
	Ciena Corp	30.9
	Astera Labs Inc	22.3
	II-VI Inc	17.0
	Arista Networks Inc	14.6
	Alphabet Inc	13.1
	GS Acquisition Holdings Corp	12.4
	Credo Technology Group Holding Ltd	11.2
	Amkor Technology Inc	3.5
	Bloom Energy Corp	2.5
	Robinhood Markets Inc	1.9
	Advanced Micro Devices Inc	1.0
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