| Western Digital Corp. |
WDC |
1.9% |
| SMART Global Holdings, Inc. |
SGH |
1.9% |
| Jabil, Inc. |
JBL |
1.8% |
| Extreme Networks,, Inc.. |
EXTR |
1.8% |
| STMicroelectronics NV |
STM |
1.8% |
| Methode Electronics, Inc. |
MEI |
1.8% |
| Proofpoint, Inc. |
PFPT |
1.7% |
| Tech Data Corp. |
TECD |
1.7% |
| Arrow Electronics, Inc. |
ARW |
1.7% |
| CDW Corp. |
CDW |
1.7% |
| EVERTEC, Inc. |
EVTC |
1.7% |
| Amazon.com, Inc. |
AMZN |
1.7% |
| KLA-Tencor Corp. |
KLAC |
1.7% |
| Paycom Software, Inc. |
PAYC |
1.7% |
| Applied Materials, Inc. |
AMAT |
1.7% |
| Visa, Inc. |
V |
1.7% |
| Benchmark Electronics, Inc. |
BHE |
1.7% |
| Celestica, Inc. |
CLS |
1.7% |
| IBM Corp. |
IBM |
1.7% |
| Dropbox, Inc. |
DBX |
1.7% |
| Cadence Design Systems, Inc. |
CDNS |
1.6% |
| Mastercard, Inc. |
MA |
1.6% |
| SINA Corp. |
SINA |
1.6% |
| PayPal Holdings, Inc. |
PYPL |
1.6% |
| Adobe Inc. |
ADBE |
1.6% |
| Sanmina Corp. |
SANM |
1.6% |
| Apple, Inc. |
AAPL |
1.6% |
| ON Semiconductor Corp. |
ON |
1.6% |
| Seagate Technology PLC. |
STX |
1.6% |
| Palo Alto Networks, Inc. |
PANW |
1.6% |
| Intel Corp. |
INTC |
1.6% |
| Shutterstock, Inc. |
SSTK |
1.6% |
| Amkor Technology, Inc. |
AMKR |
1.6% |
| F5 Networks, Inc. |
FFIV |
1.6% |
| Microsoft Corp. |
MSFT |
1.6% |
| Hewlett Packard Enterprise Co. |
HPE |
1.6% |
| GreenSky, Inc. |
GSKY |
1.6% |
| Weibo Corp. |
WB |
1.6% |
| NetApp, Inc. |
NTAP |
1.6% |
| Fortinet, Inc. |
FTNT |
1.6% |
| Vishay Intertechnology, Inc. |
VSH |
1.6% |
| Citrix Systems, Inc. |
CTXS |
1.6% |
| ServiceNow, Inc. |
NOW |
1.6% |
| Texas Instruments, Inc. |
TXN |
1.6% |
| Ubiquiti Networks, Inc. |
UBNT |
1.6% |
| eGain Corp. |
EGAN |
1.6% |
| Fair Isaac Corp. |
FICO |
1.6% |
| Fiserv, Inc. |
FISV |
1.6% |
| Box, Inc. |
BOX |
1.6% |
| Accenture PLC |
ACN |
1.5% |
| Lam Research Corp. |
LRCX |
1.5% |
| Take-Two Interactive Software |
TTWO |
1.5% |
| Automatic Data Processing, Inc. |
ADP |
1.5% |
| Booz Allen Hamilton Holding Co. |
BAH |
1.5% |
| Qualys, Inc. |
QLYS |
1.5% |
| Match Group, Inc. |
MTCH |
1.5% |
| Paylocity Holding Corp. |
PCTY |
1.5% |
| Ituran Location and Control, Ltd. |
ITRN |
1.5% |
| ShotSpotter, Inc. |
SSTI |
1.5% |
| Paychex, Inc. |
PAYX |
1.4% |
| Total as % of Net Assets |
|
97.21% |
