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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $28.3M | 76500 | 10.79% |
| 2 | AMAZON COM INC | $19.4M | 93000 | 7.38% |
| 3 | ALPHABET INC | $18.8M | 65540 | 7.18% |
| 4 | PAYMENTUS HOLDINGS INC | $18.6M | 733470 | 7.10% |
| 5 | PAN AMERN SILVER CORP | $15.6M | 286327 | 5.96% |
| 6 | MICRON TECHNOLOGY INC | $15.2M | 45000 | 5.80% |
| 7 | APPLE INC | $14.0M | 55000 | 5.32% |
| 8 | NVIDIA CORPORATION | $13.4M | 77000 | 5.12% |
| 9 | ADVANCED MICRO DEVICES INC | $12.4M | 60800 | 4.71% |
| 10 | DECKERS OUTDOOR CORP | $11.8M | 118110 | 4.51% |
| 11 | MARVELL TECHNOLOGY INC | $11.4M | 115000 | 4.34% |
| 12 | FREEPORT MCMORAN INC | $10.5M | 178290 | 3.99% |
| 13 | SALESFORCE INC | $9.7M | 52000 | 3.70% |
| 14 | MERCADOLIBRE INC | $9.1M | 5280 | 3.48% |
| 15 | DOORDASH INC | $7.5M | 50110 | 2.87% |
| 16 | MICROCHIP TECHNOLOGY INC. | $6.8M | 105000 | 2.59% |
| 17 | MSCI INC | $6.0M | 11170 | 2.30% |
| 18 | SNOWFLAKE INC | $5.9M | 39000 | 2.24% |
| 19 | SERVICENOW INC | $5.0M | 48000 | 1.91% |
| 20 | CONOCOPHILLIPS | $5.0M | 38000 | 1.91% |
| 21 | SYNDAX PHARMACEUTICALS INC | $4.7M | 200000 | 1.78% |
| 22 | NEUROCRINE BIOSCIENCES INC | $4.0M | 30400 | 1.53% |
| 23 | LOGITECH INTL S A | $3.4M | 37556 | 1.29% |
| 24 | STELLANTIS N.V | $2.8M | 400000 | 1.05% |
| 25 | NURIX THERAPEUTICS INC | $1.3M | 85000 | 0.50% |
| 26 | TIDEWATER INC NEW | $813K | 9727 | 0.31% |
| 27 | ARVINAS INC | $610K | 57500 | 0.23% |
| 28 | C4 THERAPEUTICS INC | $224K | 85000 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.