| CommScope Holding Co., Inc. |
COMM |
2.7% |
| Extreme Networks,, Inc.. |
EXTR |
2.6% |
| KnowBe4, Inc. |
KNBE |
2.2% |
| Vertex, Inc. |
VERX |
2.1% |
| Jabil, Inc. |
JBL |
2.1% |
| Etsy, Inc. |
ETSY |
2.1% |
| Gartner, Inc. |
IT |
2.1% |
| MACOM Technology Solutions Holdings |
MTSI |
2.0% |
| Flex, Ltd. |
FLEX |
2.0% |
| Sanmina Corp. |
SANM |
2.0% |
| Benchmark Electronics, Inc. |
BHE |
2.0% |
| Paycom Software, Inc. |
PAYC |
1.9% |
| Pure Storage, Inc. |
PSTG |
1.9% |
| Automatic Data Processing, Inc. |
ADP |
1.9% |
| Cadence Design Systems, Inc. |
CDNS |
1.9% |
| KLA Corp. |
KLAC |
1.9% |
| Texas Instruments, Inc. |
TXN |
1.8% |
| Vishay Intertechnology, Inc. |
VSH |
1.8% |
| Atlassian Corporaton |
TEAM |
1.8% |
| Apple, Inc. |
AAPL |
1.7% |
| Kulicke & Soffa Industries, Inc. |
KLIC |
1.7% |
| CDW Corp. |
CDW |
1.7% |
| NetApp, Inc. |
NTAP |
1.7% |
| ASE Technology Holding Co., Ltd. |
ASX |
1.7% |
| A10 Networks, Inc. |
ATEN |
1.7% |
| Paychex, Inc. |
PAYX |
1.7% |
| ASML Holding NV |
ASML |
1.7% |
| Hewlett Packard Enterprise Co. |
HPE |
1.7% |
| SMART Global Holdings, Inc. |
SGH |
1.7% |
| Applied Materials, Inc. |
AMAT |
1.6% |
| Lam Research Corp. |
LRCX |
1.6% |
| Ultra Clean Holdings, Inc. |
UCTT |
1.6% |
| CoreCard Corp. |
CCRD |
1.6% |
| Palo Alto Networks, Inc. |
PANW |
1.6% |
| QUALCOMM, Inc. |
QCOM |
1.6% |
| Check Point Software Technologies, Ltd. |
CHKP |
1.6% |
| Mastercard, Inc. |
MA |
1.5% |
| Microsoft Corp. |
MSFT |
1.5% |
| Visa, Inc. |
V |
1.5% |
| Crowdstrike Holdings, Inc. |
CRWD |
1.5% |
| Teradyne, Inc. |
TER |
1.5% |
| Shutterstock, Inc. |
SSTK |
1.5% |
| EVERTEC, Inc. |
EVTC |
1.5% |
| Arrow Electronics, Inc. |
ARW |
1.5% |
| Fortinet, Inc. |
FTNT |
1.5% |
| CommVault Systems, Inc. |
CVLT |
1.4% |
| Sciplay Corp. |
SCPL |
1.4% |
| DocuSign, Inc. |
DOCU |
1.4% |
| NVIDIA Corp. |
NVDA |
1.4% |
| Teradata Corp. |
TDC |
1.4% |
| The Western Union Co. |
WU |
1.4% |
| Dell Technologies, Inc. |
DELL |
1.4% |
| Telefonaktiebolaget LM Ericsson |
ERIC |
1.4% |
| Dlocal Ltd. |
DLO |
1.3% |
| Seagate Technology Holdings PLC |
STX |
1.3% |
| Adobe Inc. |
ADBE |
1.3% |
| ServiceNow, Inc. |
NOW |
1.3% |
| Vontier Corp. |
VNT |
1.3% |
| 1-800-Flowers.com, Inc. |
FLWS |
1.2% |
| Intel Corp. |
INTC |
1.2% |
| Total as % of Net Assets |
|
100.1% |
