Advanced Micro Devices Common Stock 007903107 35333270 60824 SH SOLE 60824 0 0 Alphabet Inc Class A Common Stock 02079K305 32800133 91782 SH SOLE 91782 0 0 Amazon.com Inc Common Stock 023135106 30733943 128950 SH SOLE 128950 0 0 ASML Holdings N.V NY Reg Shrs N07059210 31124789 15645 SH SOLE 15645 0 0 Broadcom Inc Common Stock 11135F101 24576793 65061 SH SOLE 65061 0 0 Datadog Inc Common Stock 23804L103 16525830 63473 SH SOLE 63473 0 0 Eli Lilly & Company Common Stock 532457108 54678415 45587 SH SOLE 45587 0 0 Maplebear Inc Common Stock 565394103 17153342 362267 SH SOLE 362267 0 0 Marvell Technology Common Stock 573874104 5390617 18096 SH SOLE 18096 0 0 Mercadolibre Inc Common Stock 58733R102 17438985 10274 SH SOLE 10274 0 0 Meta Platforms Inc Class A Common Stock 30303M102 47071329 83565 SH SOLE 83565 0 0 Micron Technology Common Stock 595112103 14444785 12514 SH SOLE 12514 0 0 Microsoft Corporation Common Stock 594918104 31549659 84579 SH SOLE 84579 0 0 Mks Inc Common Stock 55306N104 21099533 47436 SH SOLE 47436 0 0 Moderna Inc Common Stock 60770K107 17916195 255836 SH SOLE 255836 0 0 Netflix Inc Common Stock 64110L106 25432894 356203 SH SOLE 356203 0 0 Nvidia Corp Common Stock 67066G104 79125991 395452 SH SOLE 395452 0 0 Qualcomm Inc Common Stock 747525103 23416404 126719 SH SOLE 126719 0 0 Revolution Medicines Inc Common Stock 76155X100 17996484 96094 SH SOLE 96094 0 0 Roku Inc Common Stock 77543R102 18311562 132558 SH SOLE 132558 0 0 Samsara Common Stock 79589L106 17547711 541095 SH SOLE 541095 0 0 Sandisk Corp Common Stock 80004C200 14288119 6284 SH SOLE 6284 0 0 Seagate Technology Common Stock G7997R103 14271385 14789 SH SOLE 14789 0 0 SPOTIFY TECHNOLOGY SA Common Stock L8681T102 27048726 58913 SH SOLE 58913 0 0 Taiwan Semiconductor-SP ADR ADR 874039100 61622290 129033 SH SOLE 129033 0 0 Uber Technologies Inc Common Stock 90353T100 37498377 519656 SH SOLE 519656 0 0