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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Applied Materials Inc /DE	37.9
	Lumentum Holdings Inc	37.2
	II-VI Inc	27.2
	Motorola Inc	22.6
	Brinker International Inc	20.3
	Tyco International Ltd /Ber/	19.8
	Coach Inc	19.5
	Priceline Com Inc	16.8
	Nvidia Corp	16.2
	Hewlett Packard Co	15.9
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Holdings by Sector ($M)

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