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Type	Result	AUM

CIK

Period

0001719739

2026-06-30 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 2017-09-30 2017-06-30 2017-03-31

Sector	Form 13F Holdings	Value ($M)
	Nvidia Corp	83.7
	Apple Inc	32.1
	Murphy USA Inc	29.8
	Palo Alto Networks Inc	28.9
	ASML Holding NV	23.9
	Corning Inc /NY	21.2
	KLA Tencor Corp	20.8
	Amazon Com Inc	19.8
	Microsoft Corp	19.7
	Alphabet Inc	17.8
	United Technologies Corp /DE/	15.2
	Visa Inc	15.0
	J P Morgan Chase & Co	14.3
	MERK Gold Trust	12.4
	Broadcom Inc	11.7
	Forgent Power Solutions Inc	11.2
	Lowes Companies Inc	11.0
	Meritage Homes Corp	10.4
	Southern Copper Corp/	10.2
	Stryker Corp	9.9
	FPL Group Inc	9.9
	BlackRock Inc	9.4
	Valmont Industries Inc	8.7
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False

330837398