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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Lumentum Holdings Inc	14.5
	AXT Inc	13.3
	Intel Corp	12.1
	Tower Semiconductor Ltd	11.9
	Sandisk Corp	9.1
	Corning Inc /NY	8.0
	Nvidia Corp	7.0
	Micron Technology Inc	5.6
	Ciena Corp	4.6
	Viking Therapeutics Inc	4.4
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Holdings by Sector ($M)

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