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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $16.4M | 94067 | 10.75% |
| 2 | BROADCOM INC | $12.6M | 40820 | 8.28% |
| 3 | SYNOPSYS INC | $11.2M | 28300 | 7.35% |
| 4 | CARPENTER TECHNOLOGY CORP | $10.6M | 26895 | 6.94% |
| 5 | AMAZON COM INC | $10.4M | 50100 | 6.83% |
| 6 | ELI LILLY & CO | $10.4M | 11275 | 6.79% |
| 7 | CHENIERE ENERGY INC | $10.2M | 36000 | 6.69% |
| 8 | AUTOZONE INC | $9.9M | 2934 | 6.49% |
| 9 | MASTERCARD INCORPORATED | $9.8M | 19700 | 6.45% |
| 10 | WALMART INC | $8.6M | 69208 | 5.63% |
| 11 | GE VERNOVA INC | $8.3M | 9510 | 5.44% |
| 12 | TAKE-TWO INTERACTIVE SOFTWAR | $7.8M | 39350 | 5.09% |
| 13 | TRADEWEB MKTS INC | $7.7M | 65800 | 5.07% |
| 14 | LUMENTUM HLDGS INC | $7.4M | 10600 | 4.88% |
| 15 | H WORLD GROUP LTD | $5.1M | 101000 | 3.33% |
| 16 | SANDISK CORP | $4.0M | 6300 | 2.62% |
| 17 | VNET GROUP INC | $2.1M | 248550 | 1.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.