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% |