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Type	Result	AUM

CIK	Period
0001745796	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31

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
	West Pharmaceutical Services Inc	15.5
	Tempur Pedic International Inc	14.9
	Texas Instruments Inc	14.4
	Discovery Communications Inc	14.1
	Greatbatch Inc	14.0
	Watts Water Technologies Inc	13.6
	Thermo Fisher Scientific Inc	13.3
	NVR Inc	13.2
	Quintiles Transnational Holdings Inc	13.0
	Global Payments Inc	12.0
	Abercrombie & Fitch Co /DE/	11.1
	ULTA Salon Cosmetics & Fragrance Inc	11.0
	Apple Inc	10.4
	Jacobs Engineering Group Inc /DE/	10.3
	Crocs Inc	10.2
	United Rentals Inc /DE	10.2
	Autozone Inc	10.1
	Inmode Ltd	9.2
	Adobe Systems Inc	9.2
	Align Technology Inc	7.9
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