| Extreme Networks,, Inc.. |
EXTR |
2.1% |
| Hewlett Packard Enterprise Co. |
HPE |
2.1% |
| Sciplay Corp. |
SCPL |
2.1% |
| Kimball Electronics, Inc. |
KE |
2.0% |
| ASML Holding NV |
ASML |
1.9% |
| Sanmina Corp. |
SANM |
1.9% |
| Mastercard, Inc. |
MA |
1.9% |
| KLA Corp. |
KLAC |
1.9% |
| A10 Networks, Inc. |
ATEN |
1.9% |
| Adobe Inc. |
ADBE |
1.9% |
| Gartner, Inc. |
IT |
1.9% |
| CDW Corp. |
CDW |
1.8% |
| CommVault Systems, Inc. |
CVLT |
1.8% |
| Visa, Inc. |
V |
1.8% |
| Applied Materials, Inc. |
AMAT |
1.8% |
| Check Point Software Technologies, Ltd. |
CHKP |
1.8% |
| KnowBe4, Inc. |
KNBE |
1.8% |
| Vishay Intertechnology, Inc. |
VSH |
1.8% |
| Splunk, Inc. |
SPLK |
1.8% |
| Jabil, Inc. |
JBL |
1.8% |
| Vontier Corp. |
VNT |
1.8% |
| Arrow Electronics, Inc. |
ARW |
1.8% |
| Avnet, Inc. |
AVT |
1.8% |
| Lam Research Corp. |
LRCX |
1.8% |
| Dell Technologies, Inc. |
DELL |
1.7% |
| Teradata Corp. |
TDC |
1.7% |
| ScanSource Inc |
SCSC |
1.7% |
| Qorvo, Inc. |
QRVO |
1.7% |
| Etsy, Inc. |
ETSY |
1.7% |
| STMicroelectronics NV |
STM |
1.7% |
| DocuSign, Inc. |
DOCU |
1.7% |
| Taiwan Semiconductor Manufacturing |
TSM |
1.7% |
| Automatic Data Processing, Inc. |
ADP |
1.6% |
| Enphase Energy, Inc. |
ENPH |
1.6% |
| Paychex, Inc. |
PAYX |
1.6% |
| Shutterstock, Inc. |
SSTK |
1.6% |
| Texas Instruments, Inc. |
TXN |
1.6% |
| Accenture PLC |
ACN |
1.6% |
| The Western Union Co. |
WU |
1.6% |
| Intel Corp. |
INTC |
1.6% |
| Microsoft Corp. |
MSFT |
1.6% |
| MKS Instruments, Inc. |
MKSI |
1.6% |
| Cadence Design Systems, Inc. |
CDNS |
1.6% |
| Telefonaktiebolaget LM Ericsson |
ERIC |
1.6% |
| Seagate Technology Holdings PLC |
STX |
1.5% |
| Apple, Inc. |
AAPL |
1.5% |
| SMART Global Holdings, Inc. |
SGH |
1.5% |
| Pure Storage, Inc. |
PSTG |
1.5% |
| Autodesk, Inc. |
ADSK |
1.5% |
| ServiceNow, Inc. |
NOW |
1.5% |
| Fortinet, Inc. |
FTNT |
1.5% |
| NetApp, Inc. |
NTAP |
1.5% |
| Paycom Software, Inc. |
PAYC |
1.5% |
| QUALCOMM, Inc. |
QCOM |
1.4% |
| Western Digital Corp. |
WDC |
1.4% |
| StoneCo., Ltd. |
STNE |
1.3% |
| Palo Alto Networks, Inc. |
PANW |
1.3% |
| Dlocal Ltd. |
DLO |
1.1% |
| Crowdstrike Holdings, Inc. |
CRWD |
1.0% |
| Atlassian Corporaton |
TEAM |
0.9% |
| Total as % of Net Assets |
|
99.32% |
