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Type	Result	AUM

CIK

Period

0001301050

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 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

Sector	Form 13F Holdings	Value ($M)
	Tower Semiconductor Ltd	88.5
	Marvell Technology Inc	55.8
	Live Nation Entertainment Inc	44.9
	Airbnb Inc	31.2
	Rambus Inc	28.7
	II-VI Inc	20.9
	Flextronics International Ltd	20.4
	Taser International Inc	20.1
	Extreme Networks Inc	19.8
	Toast Inc	19.4
	Legence Corp	19.1
	Interdigital Inc	16.3
	Hinge Health Inc	16.1
	Adtran Inc	15.3
	Celestica Inc	15.1
	F5 Networks Inc	14.5
	Lionsgate Studios Holding Corp	10.0
	Guidewire Software Inc	9.4
	Energy Fuels Inc	9.3
	Madison Square Garden Entertainment Corp	8.6
	Ambarella Inc	5.9
	Applovin Corp	5.8
	Digital Realty Trust Inc	5.4
	Astera Labs Inc	5.2
	OSI Systems Inc	5.1
	Equinix Inc	5.0
	Palantir Technologies Inc	4.3
	Snowflake Inc	4.0
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False

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