| Applied Materials, Inc. |
AMAT |
1.8% |
| Lam Research Corp. |
LRCX |
1.8% |
| NetApp, Inc. |
NTAP |
1.7% |
| Teradyne, Inc. |
TER |
1.7% |
| KLA Corp. |
KLAC |
1.7% |
| Gartner, Inc. |
IT |
1.7% |
| ASML Holding NV |
ASML |
1.7% |
| Photronics, Inc. |
PLAB |
1.7% |
| Globant SA |
GLOB |
1.7% |
| Taiwan Semiconductor Manufacturing |
TSM |
1.7% |
| Yelp, Inc. |
YELP |
1.7% |
| TripAdvisor, Inc. |
TRIP |
1.7% |
| NVIDIA Corp. |
NVDA |
1.7% |
| PagerDuty, Inc. |
PD |
1.7% |
| Logitech International SA |
LOGI |
1.7% |
| Qualys, Inc. |
QLYS |
1.7% |
| CommVault Systems, Inc. |
CVLT |
1.7% |
| Ingram Micro Holding Corp. |
INGM |
1.7% |
| Infosys, Ltd. |
INFY |
1.7% |
| Alphabet, Inc. (Class C) |
GOOG |
1.7% |
| Cargurus, Inc. |
CARG |
1.7% |
| Kimball Electronics, Inc. |
KE |
1.6% |
| Micron Technology, Inc. |
MU |
1.6% |
| Vontier Corp. |
VNT |
1.6% |
| Broadcom, Inc. |
AVGO |
1.6% |
| Accenture PLC |
ACN |
1.6% |
| Daktronics, Inc. |
DAKT |
1.6% |
| Seagate Technology Holdings PLC |
STX |
1.6% |
| Celestica, Inc. |
CLS |
1.6% |
| Adobe Inc. |
ADBE |
1.6% |
| EPAM Systems, Inc. |
EPAM |
1.6% |
| CGI, Inc. |
GIB |
1.6% |
| Teradata Corp. |
TDC |
1.6% |
| Fortinet, Inc. |
FTNT |
1.6% |
| Amdocs Ltd |
DOX |
1.6% |
| Western Digital Corp. |
WDC |
1.6% |
| Cognizant Technology Solutions |
CTSH |
1.6% |
| Apple, Inc. |
AAPL |
1.6% |
| Extreme Networks,, Inc.. |
EXTR |
1.6% |
| Palantir Technologies, Inc. |
PLTR |
1.6% |
| Hackett Group, Inc. |
HCKT |
1.6% |
| Sandisk Corp. |
SNDK |
1.6% |
| Ituran Location and Control Ltd. |
ITRN |
1.6% |
| Cars.com, Inc. |
CARS |
1.6% |
| InterDigital, Inc. |
IDCC |
1.6% |
| Autodesk, Inc. |
ADSK |
1.6% |
| Diebold Nixdorf, Inc. |
DBD |
1.6% |
| GoDaddy, Inc. |
GDDY |
1.6% |
| DocuSign, Inc. |
DOCU |
1.6% |
| Motorola Solutions, Inc. |
MSI |
1.6% |
| Appfolio, Inc. |
APPF |
1.6% |
| DigitalOcean Holdings, Inc. |
DOCN |
1.6% |
| Nice, Ltd. |
NICE |
1.6% |
| Telefonaktiebolaget LM Ericsson |
ERIC |
1.6% |
| First Solar, Inc. |
FSLR |
1.6% |
| Arlo Technologies, Inc. |
ARLO |
1.5% |
| Jabil, Inc. |
JBL |
1.5% |
| Karooooo, Ltd. |
KARO |
1.5% |
| Atlassian Corporaton |
TEAM |
1.5% |
| CDW Corp. |
CDW |
1.5% |
| Total as % of Net Assets |
|
97.05% |
