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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Nvidia Corp	12.0
	Apple Inc	6.9
	Sandisk Corp	6.8
	Micron Technology Inc	3.6
	Western Digital Corp	3.1
	Seagate Technology PLC	2.9
	Applied Materials Inc /DE	2.8
	Advanced Micro Devices Inc	2.7
	Lam Research Corp	2.6
	Intel Corp	2.6
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Holdings by Sector ($M)

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