Instuitional Investor - Semanteon Capital Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Iamgold Corp	IAG	11,299	$212,647	2.85%
2.	Pan American Silver Corp	PAAS	3,878	$211,855	2.84%
3.	Twist Bioscience Corp	TWST	4,400	$209,088	2.81%
4.	Hawkins Inc	HWKN	1,348	$207,053	2.78%
5.	Sunrun Inc.	RUN	15,176	$205,787	2.76%