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Type	Result	AUM

CIK	Period
0002056052	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31

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
	Taiwan Semiconductor Manufacturing Co Ltd	4.2
	United Therapeutics Corp	4.2
	Astera Labs Inc	3.7
	UNUM Therapeutics Inc	3.6
	M/A-Com Technology Solutions Holdings Inc	3.5
	Johnson & Johnson	3.3
	Teradyne Inc	3.3
	II-VI Inc	3.3
	Jazz Pharmaceuticals Inc	3.0
	Tyco Electronics Ltd	2.8
	Alphabet Inc	2.8
	Nexgen Energy Ltd	2.8
	Modine Manufacturing Co	2.7
	Abivax Sa	2.6
	Revolution Medicines Inc	2.6
	Semtech Corp	2.4
	Rocky Holding Inc	2.3
	BioMarin Pharmaceutical Inc	2.1
	Kodiak Sciences Inc	2.0
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