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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $18.6M | 55164 | 12.40% |
| 2 | ALPHABET INC | $16.7M | 58167 | 11.12% |
| 3 | MYR GROUP INC | $15.2M | 53683 | 10.08% |
| 4 | ATI INC | $15.0M | 103102 | 9.97% |
| 5 | WOODWARD INC | $13.5M | 37685 | 8.97% |
| 6 | ICICI BANK LIMITED | $11.1M | 430329 | 7.41% |
| 7 | VIKING HOLDINGS LTD | $10.5M | 143175 | 6.99% |
| 8 | ATOUR LIFESTYLE HLDGS LTD | $9.3M | 253421 | 6.20% |
| 9 | PDD HOLDINGS INC | $8.3M | 81435 | 5.53% |
| 10 | WESCO INTL INC | $8.1M | 29506 | 5.37% |
| 11 | SPOTIFY TECHNOLOGY S A | $6.7M | 13754 | 4.43% |
| 12 | SYNOPSYS INC | $4.2M | 10583 | 2.79% |
| 13 | FUTU HLDGS LTD | $4.1M | 29866 | 2.72% |
| 14 | VNET GROUP INC | $4.0M | 478246 | 2.67% |
| 15 | ROCKET COS INC | $2.0M | 141190 | 1.34% |
| 16 | SEAGATE TECHNOLOGY HLDNGS PL | $1.7M | 4356 | 1.14% |
| 17 | LUMENTUM HLDGS INC | $1.3M | 1872 | 0.88% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.