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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $411.6M | 2360168 | 2.96% |
| 2 | APPLE INC | $293.8M | 1157666 | 2.11% |
| 3 | MICROSOFT CORP | $238.7M | 644851 | 1.72% |
| 4 | MICRON TECHNOLOGY INC | $189.0M | 559549 | 1.36% |
| 5 | AMAZON COM INC | $186.9M | 897318 | 1.34% |
| 6 | TESLA INC | $156.4M | 420709 | 1.12% |
| 7 | BROADCOM INC | $152.5M | 492830 | 1.10% |
| 8 | ALPHABET INC | $141.0M | 490314 | 1.01% |
| 9 | CITIGROUP INC | $116.2M | 1024876 | 0.84% |
| 10 | PALANTIR TECHNOLOGIES INC | $115.8M | 791302 | 0.83% |
| 11 | PEPSICO INC | $96.9M | 624161 | 0.70% |
| 12 | ACCENTURE PLC IRELAND | $86.9M | 438426 | 0.62% |
| 13 | ALPHABET INC | $84.0M | 292964 | 0.60% |
| 14 | CHIPOTLE MEXICAN GRILL INC | $79.1M | 2471562 | 0.57% |
| 15 | ELI LILLY & CO | $78.1M | 84926 | 0.56% |
| 16 | JOHNSON & JOHNSON | $70.5M | 288352 | 0.51% |
| 17 | HERSHEY CO | $69.6M | 334866 | 0.50% |
| 18 | COPART INC | $68.5M | 2064558 | 0.49% |
| 19 | LAS VEGAS SANDS CORP | $64.1M | 1189580 | 0.46% |
| 20 | ROSS STORES INC | $64.0M | 295564 | 0.46% |
| 21 | FIVE BELOW INC | $63.8M | 279240 | 0.46% |
| 22 | INTUIT | $63.2M | 146201 | 0.45% |
| 23 | GENERAL MTRS CO | $63.2M | 848439 | 0.45% |
| 24 | BERKSHIRE HATHAWAY INC DEL | $58.6M | 122319 | 0.42% |
| 25 | CAPITAL ONE FINL CORP | $58.5M | 320846 | 0.42% |
| 26 | ARISTA NETWORKS INC | $57.9M | 471701 | 0.42% |
| 27 | GE AEROSPACE | $57.3M | 201970 | 0.41% |
| 28 | HONEYWELL INTL INC | $57.3M | 253532 | 0.41% |
| 29 | FEDEX CORP | $55.5M | 155938 | 0.40% |
| 30 | WELLS FARGO & CO | $54.8M | 688585 | 0.39% |
| 31 | VERTIV HOLDINGS CO | $54.3M | 216744 | 0.39% |
| 32 | COCA COLA CO | $53.1M | 697883 | 0.38% |
| 33 | SPOTIFY TECHNOLOGY S A | $51.9M | 106989 | 0.37% |
| 34 | TOAST INC | $49.8M | 1879041 | 0.36% |
| 35 | FISERV INC | $49.6M | 888783 | 0.36% |
| 36 | CHEVRON CORPORATION | $49.6M | 239545 | 0.36% |
| 37 | RTX CORPORATION | $49.4M | 256243 | 0.36% |
| 38 | ADOBE INC | $48.7M | 200539 | 0.35% |
| 39 | CENTENE CORP DEL | $48.3M | 1475466 | 0.35% |
| 40 | AMKOR TECHNOLOGY INC | $48.0M | 1066184 | 0.34% |
| 41 | AUTOMATIC DATA PROCESSING IN | $46.9M | 230705 | 0.34% |
| 42 | BANK AMERICA CORP | $45.7M | 938177 | 0.33% |
| 43 | EQUIFAX INC | $44.7M | 248019 | 0.32% |
| 44 | TJX COS INC NEW | $44.6M | 279479 | 0.32% |
| 45 | VEEVA SYS INC | $44.3M | 252336 | 0.32% |
| 46 | EDWARDS LIFESCIENCES CORP | $43.8M | 547076 | 0.31% |
| 47 | KINROSS GOLD CORP | $43.1M | 1411536 | 0.31% |
| 48 | TAIWAN SEMICONDUCTOR MANUFAC | $41.4M | 122375 | 0.30% |
| 49 | WALMART INC | $41.2M | 331147 | 0.30% |
| 50 | DOCUSIGN INC | $40.5M | 854863 | 0.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.