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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TESLA INC | $267.6M | 719861 | 30.03% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | $224.3M | 663808 | 25.18% |
| 3 | NVIDIA CORPORATION | $154.2M | 884179 | 17.31% |
| 4 | MICRON TECHNOLOGY INC | $85.3M | 252618 | 9.58% |
| 5 | CAVA GROUP INC | $83.5M | 1031630 | 9.37% |
| 6 | KINSALE CAP GROUP INC | $39.5M | 115498 | 4.43% |
| 7 | E L F BEAUTY INC | $36.6M | 604535 | 4.11% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.