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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SYNOPSYS INC | $183.4M | 462641 | 27.18% |
| 2 | VIKING HOLDINGS LTD | $147.7M | 2009889 | 21.89% |
| 3 | CARVANA CO | $143.2M | 455525 | 21.22% |
| 4 | COUPANG INC | $94.0M | 4977739 | 13.93% |
| 5 | ADVANCED MICRO DEVICES INC | $91.5M | 450000 | 13.57% |
| 6 | ENTEGRIS INC | $14.9M | 127433 | 2.21% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.