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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARPENTER TECHNOLOGY CORP | $471.8M | 1196901 | 15.75% |
| 2 | ALPHABET INC | $427.1M | 1488870 | 14.26% |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | $374.5M | 1108073 | 12.50% |
| 4 | LPL FINL HLDGS INC | $307.1M | 1020839 | 10.25% |
| 5 | MCKESSON CORP | $301.8M | 348732 | 10.08% |
| 6 | MEDLINE INC | $270.3M | 6075165 | 9.03% |
| 7 | NVIDIA CORPORATION | $175.8M | 1008073 | 5.87% |
| 8 | INTUITIVE SURGICAL INC | $153.5M | 333032 | 5.13% |
| 9 | NU HLDGS LTD | $141.8M | 9866060 | 4.73% |
| 10 | CORNING INC | $116.7M | 858515 | 3.90% |
| 11 | VISA INC | $87.2M | 288367 | 2.91% |
| 12 | NIQ GLOBAL INTELLIGENCE PLC | $66.6M | 5858000 | 2.22% |
| 13 | SHOPIFY INC | $61.2M | 515733 | 2.04% |
| 14 | FIGMA INC | $39.5M | 1867515 | 1.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.