| Ubiquiti Networks, Inc. |
UBNT |
Communications Equipment |
2.00% |
| Okta, Inc. |
OKTA |
IT Services |
1.99% |
| CDW Corporation |
CDW |
Electronic Equipment, Instruments & Components |
1.95% |
| Dell Technologies Inc. (Class C) |
DELL |
Technology Hardware, Storage & Peripherals |
1.91% |
| Xilinx, Inc. |
XLNX |
Semiconductors & Semiconductor Equipment |
1.90% |
| Micron Technology, Inc. |
MU |
Semiconductors & Semiconductor Equipment |
1.88% |
| Arista Networks, Inc. |
ANET |
Communications Equipment |
1.84% |
| EPAM Systems, Inc. |
EPAM |
IT Services |
1.81% |
| SS&C Technologies Holdings, Inc. |
SSNC |
Software |
1.80% |
| Synopsys, Inc. |
SNPS |
Software |
1.80% |
| Paycom Software, Inc. |
PAYC |
Software |
1.79% |
| Cadence Design Systems, Inc. |
CDNS |
Software |
1.78% |
| RingCentral, Inc. (Class A) |
RNG |
Software |
1.75% |
| Workday, Inc. (Class A) |
WDAY |
Software |
1.74% |
| ServiceNow, Inc. |
NOW |
Software |
1.72% |
| Zendesk, Inc. |
ZEN |
Software |
1.70% |
| Twilio Inc. (Class A) |
TWLO |
IT Services |
1.69% |
| Western Digital Corporation |
WDC |
Technology Hardware, Storage & Peripherals |
1.65% |
| NXP Semiconductors N.V. |
NXPI |
Semiconductors & Semiconductor Equipment |
1.63% |
| Atlassian Corporation Plc (Class A) |
TEAM |
Software |
1.62% |
| Arrow Electronics, Inc. |
ARW |
Electronic Equipment, Instruments & Components |
1.58% |
| Cypress Semiconductor Corporation |
CY |
Semiconductors & Semiconductor Equipment |
1.57% |
| Intel Corporation |
INTC |
Semiconductors & Semiconductor Equipment |
1.56% |
| Lam Research Corporation |
LRCX |
Semiconductors & Semiconductor Equipment |
1.56% |
| Skyworks Solutions, Inc. |
SWKS |
Semiconductors & Semiconductor Equipment |
1.56% |
| Advanced Micro Devices, Inc. |
AMD |
Semiconductors & Semiconductor Equipment |
1.55% |
| Broadcom Inc. |
AVGO |
Semiconductors & Semiconductor Equipment |
1.52% |
| KLA-Tencor Corporation |
KLAC |
Semiconductors & Semiconductor Equipment |
1.49% |
| Match Group, Inc. (Class A) |
MTCH |
Interactive Media & Services |
1.49% |
| VMware, Inc. |
VMW |
Software |
1.49% |
| Motorola Solutions, Inc. |
MSI |
Communications Equipment |
1.46% |
| DXC Technology Co. |
DXC |
IT Services |
1.44% |
| Proofpoint, Inc. |
PFPT |
Software |
1.43% |
| The Ultimate Software Group, Inc. |
ULTI |
Software |
1.43% |
| Intuit Inc. |
INTU |
Software |
1.41% |
| Palo Alto Networks, Inc. |
PANW |
Software |
1.39% |
| Monolithic Power Systems, Inc. |
MPWR |
Semiconductors & Semiconductor Equipment |
1.22% |
| Coherent, Inc. |
COHR |
Electronic Equipment, Instruments & Components |
1.18% |
| ON Semiconductor Corporation |
ON |
Semiconductors & Semiconductor Equipment |
1.18% |
| Analog Devices, Inc. |
ADI |
Semiconductors & Semiconductor Equipment |
1.17% |
| EchoStar Corporation (Class A) |
SATS |
Communications Equipment |
1.17% |
| Autodesk, Inc. |
ADSK |
Software |
1.16% |
| Hewlett Packard Enterprise Company |
HPE |
Technology Hardware, Storage & Peripherals |
1.16% |
| MKS Instruments, Inc. |
MKSI |
Semiconductors & Semiconductor Equipment |
1.16% |
| Facebook, Inc. (Class A) |
FB |
Interactive Media & Services |
1.15% |
| Juniper Networks, Inc. |
JNPR |
Communications Equipment |
1.13% |
| IAC/InterActiveCorp |
IAC |
Interactive Media & Services |
1.12% |
| Pure Storage, Inc. (Class A) |
PSTG |
Technology Hardware, Storage & Peripherals |
1.12% |
| Twitter, Inc. |
TWTR |
Interactive Media & Services |
1.12% |
| Gartner, Inc. |
IT |
IT Services |
1.11% |
| RealPage, Inc. |
RP |
Software |
1.11% |
| Splunk Inc. |
SPLK |
Software |
1.10% |
| salesforce.com, inc. |
CRM |
Software |
1.06% |
| Tableau Software, Inc. (Class A) |
DATA |
Software |
1.00% |
| Jabil, Inc. |
JBL |
Electronic Equipment, Instruments & Components |
0.84% |
| Teradyne, Inc. |
TER |
Semiconductors & Semiconductor Equipment |
0.80% |
| Amphenol Corporation |
APH |
Electronic Equipment, Instruments & Components |
0.79% |
| Universal Display Corporation |
OLED |
Semiconductors & Semiconductor Equipment |
0.79% |
| Fortinet, Inc. |
FTNT |
Software |
0.78% |
| HP Inc. |
HPQ |
Technology Hardware, Storage & Peripherals |
0.76% |
| Guidewire Software, Inc. |
GWRE |
Software |
0.75% |
| Microsoft Corporation |
MSFT |
Software |
0.75% |
| Switch, Inc. (Class A) |
SWCH |
IT Services |
0.74% |
| VeriSign, Inc. |
VRSN |
IT Services |
0.74% |
| Adobe Incorporated |
ADBE |
Software |
0.73% |
| ANSYS, Inc. |
ANSS |
Software |
0.73% |
| Leidos Holdings, Inc. |
LDOS |
IT Services |
0.73% |
| LogMeIn, Inc. |
LOGM |
Software |
0.73% |
| Amdocs Limited |
DOX |
IT Services |
0.71% |
| Red Hat, Inc. |
RHT |
Software |
0.71% |
| Cognizant Technology Solutions Corporation |
CTSH |
IT Services |
0.70% |
| Marvell Technology Group Ltd. |
MRVL |
Semiconductors & Semiconductor Equipment |
0.42% |
| CommScope Holding Company, Inc. |
COMM |
Communications Equipment |
0.41% |
| Microchip Technology Incorporated |
MCHP |
Semiconductors & Semiconductor Equipment |
0.40% |
| Applied Materials, Inc. |
AMAT |
Semiconductors & Semiconductor Equipment |
0.38% |
| Pegasystems Inc. |
PEGA |
Software |
0.37% |
| Akamai Technologies, Inc. |
AKAM |
IT Services |
0.36% |
| Alphabet Inc. (Class A) |
GOOGL |
Interactive Media & Services |
0.36% |
| Apple Inc. |
AAPL |
Technology Hardware, Storage & Peripherals |
0.36% |
| Corning Incorporated |
GLW |
Electronic Equipment, Instruments & Components |
0.36% |
| Qorvo, Inc. |
QRVO |
Semiconductors & Semiconductor Equipment |
0.36% |
| Aspen Technology, Inc. |
AZPN |
Software |
0.35% |
| Cisco Systems, Inc. |
CSCO |
Communications Equipment |
0.35% |
| GoDaddy Inc. (Class A) |
GDDY |
IT Services |
0.35% |
| Manhattan Associates, Inc. |
MANH |
Software |
0.35% |
| Sabre Corporation |
SABR |
IT Services |
0.35% |
| Teradata Corporation |
TDC |
Software |
0.35% |
| Black Knight, Inc. |
BKI |
IT Services |
0.34% |
| International Business Machines Corporation |
IBM |
IT Services |
0.34% |
| Oracle Corporation |
ORCL |
Software |
0.34% |
| Morgan Stanley Institutional Liquidity Fund - Treasury Portfolio |
MISXX |
Other |
0.11% |
Holdings are subject to change.