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Type	Result	AUM

CIK	Period
0001780365	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

Sector	Form 13F Holdings	Value ($B)
	Lumentum Holdings Inc	1.0
	II-VI Inc	0.6
	Sandisk Corp	0.5
	Corning Inc /NY	0.3
	Micron Technology Inc	0.3
	Tower Semiconductor Ltd	0.3
	Modine Manufacturing Co	0.3
	Western Digital Corp	0.2
	Seagate Technology PLC	0.2
	Amazon Com Inc	0.2
	Teradyne Inc	0.2
	Keysight Technologies Inc	0.2
	ASML Holding NV	0.2
	Nvidia Corp	0.1
	AXT Inc	0.1
	Nokia Corp	0.1
	AMER Sports Inc	0.1
	Unity Software Inc	0.0
	Applovin Corp	0.0
	Reddit Inc	0.0
	Ctrip Com International Ltd	0.0
	GDS Holdings Ltd	0.0
	Robinhood Markets Inc	0.0
	NIO Inc	0.0
	GS Acquisition Holdings Corp	0.0
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