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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Navan Inc	77.8
	Robinhood Markets Inc	72.8
	Billiontoone Inc	18.4
	Taiwan Semiconductor Manufacturing Co Ltd	13.6
	Lam Research Corp	12.5
	II-VI Inc	10.4
	on Semiconductor Corp	7.9
	Arista Networks Inc	4.1
	Lattice Semiconductor Corp	3.0
	Synopsys Inc	3.0
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Holdings by Sector ($M)

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