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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $4.4M | 27666 | 3.98% |
| 2 | BROADCOM INC | $3.5M | 12872 | 3.23% |
| 3 | COSTCO WHSL CORP NEW | $3.1M | 3143 | 2.83% |
| 4 | VISA INC | $2.8M | 7934 | 2.57% |
| 5 | MASTERCARD INCORPORATED | $2.7M | 4824 | 2.47% |
| 6 | QUANTA SVCS INC | $2.7M | 7157 | 2.46% |
| 7 | ROBINHOOD MKTS INC | $2.2M | 23824 | 2.03% |
| 8 | KLA CORP | $2.1M | 2397 | 1.96% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | $2.1M | 9305 | 1.92% |
| 10 | MICROSOFT CORP | $2.0M | 4120 | 1.87% |
| 11 | CIPHER MINING INC | $2.0M | 427716 | 1.86% |
| 12 | BITDEER TECHNOLOGIES GROUP | $2.0M | 177778 | 1.86% |
| 13 | TERAWULF INC | $1.9M | 433348 | 1.73% |
| 14 | GARMIN LTD | $1.8M | 8724 | 1.66% |
| 15 | CINTAS CORP | $1.8M | 8096 | 1.64% |
| 16 | CORE SCIENTIFIC INC NEW | $1.7M | 102460 | 1.59% |
| 17 | VERISK ANALYTICS INC | $1.7M | 5479 | 1.56% |
| 18 | RIOT PLATFORMS INC | $1.7M | 150462 | 1.55% |
| 19 | GRAINGER W W INC | $1.7M | 1621 | 1.54% |
| 20 | CIRCLE INTERNET GROUP INC | $1.5M | 8439 | 1.39% |
| 21 | HUBBELL INC | $1.5M | 3727 | 1.39% |
| 22 | ACCENTURE PLC IRELAND | $1.5M | 5089 | 1.39% |
| 23 | MSCI INC | $1.5M | 2528 | 1.33% |
| 24 | MICROSTRATEGY INC | $1.5M | 3599 | 1.33% |
| 25 | MONOLITHIC PWR SYS INC | $1.4M | 1953 | 1.30% |
| 26 | BLOCK INC | $1.4M | 20749 | 1.28% |
| 27 | QUALCOMM INC | $1.3M | 8084 | 1.17% |
| 28 | COINBASE GLOBAL INC | $1.2M | 3525 | 1.13% |
| 29 | INTUIT | $1.2M | 1542 | 1.11% |
| 30 | EATON CORP PLC | $1.2M | 3347 | 1.09% |
| 31 | AMPHENOL CORP NEW | $1.2M | 12066 | 1.09% |
| 32 | CUSTOMERS BANCORP INC | $1.2M | 20185 | 1.08% |
| 33 | MARA HOLDINGS INC | $1.2M | 73902 | 1.06% |
| 34 | HUT 8 CORP | $1.1M | 59260 | 1.00% |
| 35 | LAM RESEARCH CORP | $1.1M | 11251 | 1.00% |
| 36 | ECOLAB INC | $1.1M | 3974 | 0.98% |
| 37 | GLOBE LIFE INC | $1.0M | 8267 | 0.94% |
| 38 | PULTE GROUP INC | $1.0M | 9495 | 0.91% |
| 39 | FASTENAL CO | $1.0M | 23826 | 0.91% |
| 40 | CHUBB LIMITED | $994K | 3430 | 0.91% |
| 41 | CUMMINS INC | $993K | 3031 | 0.90% |
| 42 | OLD DOMINION FREIGHT LINE IN | $982K | 6049 | 0.89% |
| 43 | MOODYS CORP | $965K | 1924 | 0.88% |
| 44 | EXPEDITORS INTL WASH INC | $948K | 8296 | 0.86% |
| 45 | INTERNATIONAL BUSINESS MACHS | $911K | 3089 | 0.83% |
| 46 | MOTOROLA SOLUTIONS INC | $904K | 2150 | 0.82% |
| 47 | TEXAS INSTRS INC | $901K | 4342 | 0.82% |
| 48 | HARTFORD INSURANCE GROUP INC | $877K | 6914 | 0.80% |
| 49 | BROADRIDGE FINL SOLUTIONS IN | $860K | 3538 | 0.78% |
| 50 | SHERWIN WILLIAMS CO | $850K | 2476 | 0.77% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.