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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $148.4M | 850636 | 34.55% |
| 2 | META PLATFORMS INC | $123.2M | 215276 | 28.68% |
| 3 | MICROSOFT CORP | $114.2M | 308485 | 26.59% |
| 4 | PENN ENTERTAINMENT INC | $21.0M | 1400000 | 4.90% |
| 5 | DATADOG INC | $3.9M | 33451 | 0.92% |
| 6 | BLOCK INC | $2.9M | 48735 | 0.68% |
| 7 | SNOWFLAKE INC | $2.8M | 18805 | 0.66% |
| 8 | SHOPIFY INC | $2.8M | 23684 | 0.65% |
| 9 | REDDIT INC | $2.6M | 19470 | 0.61% |
| 10 | MONDAY COM LTD | $2.3M | 33732 | 0.54% |
| 11 | PROCORE TECHNOLOGIES INC | $1.8M | 32139 | 0.43% |
| 12 | CROWDSTRIKE HLDGS INC | $1.7M | 4451 | 0.40% |
| 13 | DUOLINGO INC | $1.2M | 12275 | 0.28% |
| 14 | CLOUDFLARE INC | $408K | 1977 | 0.10% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.