Top 10 Holdings (61.7% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | OUST | Ouster Inc_None_None | Information Technology | 16.36% |
| 2 | TSEM:IL | Tower Semiconductor Ltd. Share | Information Technology | 5.97% |
| 3 | DDD | 3D Systems Corporation | Information Technology | 5.91% |
| 4 | CGNX | Cognex | Information Technology | 5.90% |
| 5 | ROK | Rockwell Automation Inc. | Industrials | 5.27% |
| 6 | EMR | Emerson Electric Co. | Industrials | 5.15% |
| 7 | SANM | Sanmina Corp. | Information Technology | 4.34% |
| 8 | ADSK | Autodesk, Inc. | Information Technology | 4.31% |
| 9 | ZBRA | Zebra Technologies Corp | Information Technology | 4.25% |
| 10 | AMBA | Ambarella, Inc. | Information Technology | 4.21% |
