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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NETFLIX INC. | $12.3M | 132111 | 5.85% |
| 2 | NVIDIA CORPORATION | $11.9M | 70733 | 5.64% |
| 3 | ALPHABET INC | $11.1M | 40075 | 5.26% |
| 4 | CME GROUP INC | $10.5M | 35279 | 4.99% |
| 5 | VISA INC | $10.3M | 34207 | 4.87% |
| 6 | MICROSOFT CORP | $10.0M | 27779 | 4.77% |
| 7 | VERTEX PHARMACEUTICALS INC | $9.5M | 21523 | 4.54% |
| 8 | LAM RESEARCH CORP | $9.4M | 47009 | 4.48% |
| 9 | AUTOMATIC DATA PROCESSING IN | $7.3M | 35544 | 3.47% |
| 10 | INFOSYS LTD | $6.5M | 491038 | 3.09% |
| 11 | ADOBE INC | $6.5M | 26901 | 3.09% |
| 12 | ARISTA NETWORKS INC | $5.7M | 48933 | 2.71% |
| 13 | ACCENTURE PLC IRELAND | $5.5M | 27978 | 2.63% |
| 14 | MEDPACE HLDGS INC | $5.4M | 11680 | 2.56% |
| 15 | CINTAS CORP | $4.9M | 29143 | 2.34% |
| 16 | WW GRAINGER INC | $4.4M | 4176 | 2.10% |
| 17 | MONOLITHIC PWR SYS INC | $4.0M | 3984 | 1.90% |
| 18 | IDEXX LABS INC | $3.7M | 6640 | 1.76% |
| 19 | CBOE GLOBAL MKTS INC | $3.3M | 11568 | 1.55% |
| 20 | CHIPOTLE MEXICAN GRILL INC | $2.9M | 94510 | 1.40% |
| 21 | APPLE INC | $2.8M | 11011 | 1.33% |
| 22 | TAIWAN SEMICONDUCTOR MANUFAC | $2.4M | 7589 | 1.14% |
| 23 | TERADYNE INC | $2.2M | 7806 | 1.03% |
| 24 | WILLIAMS SONOMA INC | $2.1M | 11984 | 1.01% |
| 25 | GARMIN LTD | $1.8M | 7791 | 0.84% |
| 26 | EXXON MOBIL CORP | $1.7M | 10178 | 0.82% |
| 27 | FORTINET INC | $1.7M | 21772 | 0.82% |
| 28 | EMBRAER S.A. | $1.6M | 28757 | 0.76% |
| 29 | AMAZON COM INC | $1.6M | 7633 | 0.76% |
| 30 | TOAST INC | $1.6M | 60407 | 0.75% |
| 31 | DECKERS OUTDOOR CORP | $1.5M | 15846 | 0.72% |
| 32 | NU HLDGS LTD | $1.5M | 102297 | 0.70% |
| 33 | CHEVRON CORPORATION | $1.2M | 5987 | 0.59% |
| 34 | F5 INC | $1.2M | 4301 | 0.57% |
| 35 | BROADCOM INC | $1.1M | 3513 | 0.52% |
| 36 | GRACO INC | $1.1M | 12548 | 0.50% |
| 37 | META PLATFORMS INC | $934K | 1632 | 0.44% |
| 38 | ELI LILLY & CO | $924K | 1018 | 0.44% |
| 39 | TESLA INC | $855K | 2300 | 0.41% |
| 40 | LULULEMON ATHLETICA INC | $821K | 5633 | 0.39% |
| 41 | AVALONBAY CMNTYS INC | $792K | 4846 | 0.38% |
| 42 | CISCO SYS INC | $788K | 10204 | 0.37% |
| 43 | PROLOGIS INC. | $758K | 5731 | 0.36% |
| 44 | FACTSET RESH SYS INC | $708K | 3461 | 0.34% |
| 45 | CIRRUS LOGIC INC | $681K | 4926 | 0.32% |
| 46 | RTX CORPORATION | $680K | 3523 | 0.32% |
| 47 | WELLTOWER INC | $652K | 3297 | 0.31% |
| 48 | XP INC | $580K | 30485 | 0.28% |
| 49 | JPMORGAN CHASE & CO | $565K | 1922 | 0.27% |
| 50 | LINDE PLC | $550K | 1109 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.