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Type	Result	AUM ($BB)

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	SMCI	2,169.7	102.2
	ASPN	530.8	54.8
	PDFS	808.6	48.4
	NVMI	2,656.5	41.2
	FORM	3,076.5	34.6
	ENTG	14,057.1	31.6
	VICR	2,537.7	29.3
	VECO	1,016.1	28.5
	LASR	481.6	23.9
	VRT	3,612.4	22.6
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Holdings by Sector ($MM)

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