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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $11.3M | 30300 | 5.81% |
| 2 | NVIDIA CORPORATION | $10.4M | 59500 | 5.36% |
| 3 | AMAZON COM INC | $7.6M | 36700 | 3.95% |
| 4 | ALPHABET INC | $7.4M | 28000 | 3.83% |
| 5 | APPLE INC | $4.9M | 19450 | 2.55% |
| 6 | ADVANCED MICRO DEVICES INC | $4.9M | 24100 | 2.53% |
| 7 | SERVICENOW INC | $4.6M | 44000 | 2.37% |
| 8 | ADOBE INC | $4.3M | 17866 | 2.24% |
| 9 | ANALOG DEVICES INC | $4.3M | 13450 | 2.21% |
| 10 | CROWDSTRIKE HLDGS INC | $4.2M | 10700 | 2.16% |
| 11 | HUBSPOT INC | $3.6M | 14900 | 1.88% |
| 12 | MARVELL TECHNOLOGY INC | $3.5M | 35000 | 1.79% |
| 13 | PALO ALTO NETWORKS INC | $3.4M | 21500 | 1.78% |
| 14 | TESLA INC | $3.4M | 9200 | 1.77% |
| 15 | TEXAS INSTRS INC | $3.4M | 17500 | 1.75% |
| 16 | MICROCHIP TECHNOLOGY INC. | $3.3M | 51400 | 1.71% |
| 17 | APPLIED MATLS INC | $3.3M | 9550 | 1.68% |
| 18 | INTUITIVE SURGICAL INC | $3.0M | 6400 | 1.52% |
| 19 | SNOWFLAKE INC | $2.5M | 16900 | 1.32% |
| 20 | DATADOG INC | $2.5M | 21500 | 1.31% |
| 21 | ON SEMICONDUCTOR CORP | $2.5M | 40100 | 1.28% |
| 22 | BOSTON SCIENTIFIC CORP | $2.4M | 38000 | 1.23% |
| 23 | TOAST INC | $2.4M | 89000 | 1.22% |
| 24 | BANK AMERICA CORP | $2.1M | 42500 | 1.07% |
| 25 | CLOUDFLARE INC | $2.1M | 10000 | 1.06% |
| 26 | MERCK & CO INC | $2.0M | 17000 | 1.06% |
| 27 | TAKE-TWO INTERACTIVE SOFTWAR | $2.0M | 10091 | 1.03% |
| 28 | MONDAY COM LTD | $1.9M | 28000 | 1.00% |
| 29 | META PLATFORMS INC | $1.9M | 3360 | 0.99% |
| 30 | RTX CORPORATION | $1.9M | 9700 | 0.97% |
| 31 | MONGODB INC | $1.8M | 7400 | 0.93% |
| 32 | MONSTER BEVERAGE CORP NEW | $1.7M | 24021 | 0.90% |
| 33 | INTUIT | $1.7M | 4000 | 0.89% |
| 34 | DEERE & CO | $1.7M | 3000 | 0.87% |
| 35 | GOLDMAN SACHS GROUP INC | $1.7M | 1960 | 0.86% |
| 36 | JPMORGAN CHASE & CO | $1.6M | 5610 | 0.85% |
| 37 | CITIGROUP INC | $1.6M | 14500 | 0.85% |
| 38 | BROADCOM INC | $1.6M | 5300 | 0.85% |
| 39 | MICRON TECHNOLOGY INC | $1.6M | 4700 | 0.82% |
| 40 | PFIZER INC | $1.6M | 56500 | 0.82% |
| 41 | CF INDUSTRIES HOLD | $1.6M | 12100 | 0.81% |
| 42 | ELI LILLY & CO | $1.6M | 1695 | 0.80% |
| 43 | COCA COLA CO | $1.5M | 20000 | 0.79% |
| 44 | DISNEY WALT CO | $1.5M | 15500 | 0.77% |
| 45 | HONEYWELL INTL INC | $1.5M | 6500 | 0.76% |
| 46 | NIKE INC | $1.4M | 26214 | 0.73% |
| 47 | BIO-TECHNE CORP | $1.4M | 27000 | 0.73% |
| 48 | IMPINJ INC | $1.4M | 13500 | 0.72% |
| 49 | ATLASSIAN CORPORATION | $1.4M | 20000 | 0.70% |
| 50 | MASTERCARD INCORPORATED | $1.3M | 2700 | 0.70% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.