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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | $25.2M | 90316 | 18.73% |
| 2 | BROADCOM INC | $22.5M | 68217 | 16.71% |
| 3 | MICRON TECHNOLOGY INCPUT | $14.2M | 85000 | 10.56% |
| 4 | TERADYNE INC | $10.8M | 78336 | 8.01% |
| 5 | MAGNA INTL INC | $10.7M | 225633 | 7.94% |
| 6 | AUTOLIV INC | $8.0M | 64886 | 5.95% |
| 7 | APPLIED MATLS INC | $7.0M | 34226 | 5.20% |
| 8 | META PLATFORMS INC | $6.6M | 9044 | 4.93% |
| 9 | PELOTON INTERACTIVE INC | $5.5M | 607179 | 4.06% |
| 10 | SPOTIFY TECHNOLOGY S A | $3.8M | 5436 | 2.82% |
| 11 | FERGUSON ENTERPRISES INC | $3.8M | 16719 | 2.79% |
| 12 | AMAZON COM INC | $3.2M | 14566 | 2.37% |
| 13 | FERRARI N V | $3.2M | 6500 | 2.34% |
| 14 | ANALOG DEVICES INC | $2.9M | 12000 | 2.19% |
| 15 | GENERAL MTRS CO | $2.1M | 34091 | 1.54% |
| 16 | MICROSOFT CORP | $1.9M | 3586 | 1.38% |
| 17 | STELLANTIS N.V | $1.4M | 149155 | 1.03% |
| 18 | MICROCHIP TECHNOLOGY INC. | $1.1M | 16794 | 0.80% |
| 19 | RH | $874K | 4300 | 0.65% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.