Instuitional Investor - Semanteon Capital Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Bloom Energy Corp	BE	7,025	$594,104	0.75%
2.	Helen Of Troy Ltd	HELE	22,854	$575,921	0.72%
3.	Vishay Intertechnology Inc	VSH	37,549	$574,500	0.72%
4.	Confluent Inc.	CFLT	28,951	$573,230	0.72%
5.	Apollo Global Management Inc.	APO	4,301	$573,194	0.72%