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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $25.9M | 139014 | 3.35% |
| 2 | AMAZON COM INC | $19.6M | 89323 | 2.54% |
| 3 | ALPHABET INC | $19.4M | 80014 | 2.51% |
| 4 | BROADCOM INC | $18.1M | 54883 | 2.34% |
| 5 | META PLATFORMS INC | $17.8M | 24269 | 2.30% |
| 6 | ELI LILLY & CO | $13.8M | 18051 | 1.78% |
| 7 | NETFLIX INC | $10.6M | 8862 | 1.37% |
| 8 | VERTIV HOLDINGS CO | $10.3M | 68621 | 1.34% |
| 9 | APPLOVIN CORP | $9.8M | 13672 | 1.27% |
| 10 | MARVELL TECHNOLOGY INC | $9.4M | 111657 | 1.21% |
| 11 | ARISTA NETWORKS INC | $9.0M | 61972 | 1.17% |
| 12 | AXON ENTERPRISE INC | $8.3M | 11500 | 1.07% |
| 13 | LAM RESEARCH CORP | $8.2M | 61272 | 1.06% |
| 14 | SEMTECH CORP | $7.8M | 109606 | 1.01% |
| 15 | VERACYTE INC | $7.6M | 219979 | 0.98% |
| 16 | BLACKSTONE INC | $7.5M | 44092 | 0.97% |
| 17 | ALNYLAM PHARMACEUTICALS INC | $7.4M | 16335 | 0.96% |
| 18 | ARGENX SE | $7.2M | 9744 | 0.93% |
| 19 | TJX COS INC NEW | $7.1M | 49200 | 0.92% |
| 20 | HILTON WORLDWIDE HLDGS INC | $7.0M | 26904 | 0.90% |
| 21 | KRATOS DEFENSE & SEC SOLUTIO | $6.9M | 75412 | 0.89% |
| 22 | ARES MANAGEMENT CORPORATION | $6.8M | 42581 | 0.88% |
| 23 | STERLING INFRASTRUCTURE INC | $6.7M | 19852 | 0.87% |
| 24 | INTUITIVE SURGICAL INC | $6.6M | 14653 | 0.85% |
| 25 | VEEVA SYS INC | $6.5M | 21848 | 0.84% |
| 26 | AVIDITY BIOSCIENCES INC | $6.5M | 149149 | 0.84% |
| 27 | IDEXX LABS INC | $6.5M | 10149 | 0.84% |
| 28 | SNOWFLAKE INC | $6.2M | 27643 | 0.81% |
| 29 | COSTCO WHSL CORP NEW | $6.2M | 6702 | 0.80% |
| 30 | SERVICENOW INC | $6.2M | 6735 | 0.80% |
| 31 | PALANTIR TECHNOLOGIES INC | $6.0M | 32874 | 0.78% |
| 32 | CONSTRUCTION PARTNERS INC | $5.9M | 46677 | 0.77% |
| 33 | DYCOM INDS INC | $5.9M | 20293 | 0.77% |
| 34 | HALOZYME THERAPEUTICS INC | $5.8M | 79436 | 0.75% |
| 35 | FABRINET | $5.8M | 15872 | 0.75% |
| 36 | SPX TECHNOLOGIES INC | $5.7M | 30764 | 0.74% |
| 37 | COMMVAULT SYS INC | $5.7M | 30285 | 0.74% |
| 38 | CADENCE DESIGN SYSTEM INC | $5.7M | 16172 | 0.73% |
| 39 | PALO ALTO NETWORKS INC | $5.7M | 27849 | 0.73% |
| 40 | HOME DEPOT INC | $5.5M | 13698 | 0.72% |
| 41 | MODINE MFG CO | $5.5M | 38676 | 0.71% |
| 42 | PROTAGONIST THERAPEUTICS INC | $5.5M | 82639 | 0.71% |
| 43 | CROWDSTRIKE HLDGS INC | $5.4M | 11038 | 0.70% |
| 44 | BOX INC | $5.4M | 166553 | 0.69% |
| 45 | IRHYTHM TECHNOLOGIES INC | $5.3M | 30967 | 0.69% |
| 46 | VARONIS SYS INC | $5.3M | 91670 | 0.68% |
| 47 | MOELIS & CO | $5.2M | 72808 | 0.67% |
| 48 | EATON CORP PLC | $5.2M | 13871 | 0.67% |
| 49 | BRIDGEBIO PHARMA INC | $5.2M | 99726 | 0.67% |
| 50 | APPLIED MATLS INC | $5.2M | 25193 | 0.67% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.