| Nvidia Corporation | 110K | US$22M | 7.7% |
| Apple Inc | 65,930 | US$19.1M | 6.7% |
| Alphabet Inc (google) Class C | 50,412 | US$18M | 6.3% |
| Micron Technology, Inc. | 14,074 | US$16.2M | 5.7% |
| Microsoft Corp. | 32,873 | US$12.3M | 4.3% |
| Advanced Micro Devices Inc | 20,496 | US$11.9M | 4.2% |
| Amazon.com, Inc. | 48,269 | US$11.5M | 4.0% |
| Tesla, Inc. | 22,646 | US$9.52M | 3.3% |
| Intel Corporation | 62,794 | US$8.77M | 3.1% |
| Broadcom Inc. | 21,590 | US$8.16M | 2.9% |
| Meta Platforms, Inc. | 13,240 | US$7.46M | 2.6% |
| Applied Materials, Inc. | 9,977 | US$7.21M | 2.5% |
| Walmart Inc. | 60,065 | US$6.8M | 2.4% |
| Lam Research Corporation | 15,699 | US$6.8M | 2.4% |
| Cisco Systems, Inc. | 50,192 | US$5.9M | 2.1% |
| Costco Wholesale Corporation | 5,324 | US$4.98M | 1.7% |
| Kla Corporation | 16,478 | US$4.97M | 1.7% |
| Sandisk Corporation | 1,860 | US$4.23M | 1.5% |
| Netflix, Inc. | 51,028 | US$3.64M | 1.3% |
| Palo Alto Networks, Inc. | 10,288 | US$3.51M | 1.2% |
| Texas Instruments Incorporated | 11,409 | US$3.4M | 1.2% |
| Palantir Technologies Inc. | 28,864 | US$3.37M | 1.2% |
| Marvell Technology, Inc. | 10,952 | US$3.26M | 1.1% |
| Linde Plc | 5,574 | US$2.89M | 1.0% |
| Western Digital Corporation | 4,501 | US$2.87M | 1.0% |
| Seagate Technology Holdings Plc | 2,930 | US$2.83M | 0.99% |
| Crowdstrike Holdings, Inc. | 3,291 | US$2.51M | 0.88% |
| Qualcomm Incorporated | 13,414 | US$2.48M | 0.87% |
| Analog Devices, Inc. | 6,137 | US$2.44M | 0.85% |
| Amgen Inc. | 6,505 | US$2.36M | 0.82% |
| Asml Holding Nv | 1,329 | US$2.2M | 0.77% |
| Pepsico, Inc. | 15,907 | US$2.15M | 0.75% |
| T-mobile Us, Inc. | 12,838 | US$2.15M | 0.75% |
| Applovin Corporation | 3,894 | US$2.01M | 0.70% |
| Gilead Sciences, Inc. | 15,207 | US$1.92M | 0.67% |
| Shopify Inc. | 15,568 | US$1.78M | 0.62% |
| Intuitive Surgical, Inc. | 4,443 | US$1.77M | 0.62% |
| Booking Holdings Inc. Common Stock | 9,451 | US$1.68M | 0.59% |
| Vertex Pharmaceuticals Incorporated | 3,182 | US$1.58M | 0.55% |
| Fortinet, Inc. | 9,257 | US$1.42M | 0.50% |
| Starbucks Corporation | 13,743 | US$1.4M | 0.49% |
| Cadence Design Systems, Inc. | 3,592 | US$1.35M | 0.47% |
| Monster Beverage Corporation | 13,456 | US$1.29M | 0.45% |
| Marriott International | 3,456 | US$1.28M | 0.45% |
| Constellation Energy Corporation | 4,828 | US$1.2M | 0.42% |
| Datadog, Inc. | 4,402 | US$1.15M | 0.40% |
| Synopsys, Inc. | 2,433 | US$1.09M | 0.38% |
| Mercadolibre, Inc. | 638 | US$1.08M | 0.38% |
| Csx Corporation | 21,959 | US$1.04M | 0.36% |
| Doordash, Inc. | 5,318 | US$981K | 0.34% |
| Comcast Corporation | 39,893 | US$979K | 0.34% |
| Adobe Inc. | 4,693 | US$962K | 0.34% |
| Paccar Inc. | 7,932 | US$953K | 0.33% |
| American Electric Power Company, Inc. | 6,928 | US$948K | 0.33% |
| Lumentum Holdings Inc. | 1,095 | US$940K | 0.33% |
| Ross Stores, Inc. | 4,284 | US$912K | 0.32% |
| Nxp Semiconductors N.v. | 3,177 | US$893K | 0.31% |
| Automatic Data Processing, Inc. | 3,942 | US$883K | 0.31% |
| Intuit Inc. | 3,356 | US$876K | 0.31% |
| Monolithic Power Systems, Inc. | 617 | US$853K | 0.30% |
| Warner Bros. Discovery, Inc. - Series A | 31,359 | US$836K | 0.29% |
| Regeneron Pharmaceuticals, Inc. | 1,326 | US$827K | 0.29% |
| O'reilly Automotive, Inc. | 8,957 | US$825K | 0.29% |
| Rocket Lab Corporation | 8,072 | US$821K | 0.29% |
| Nebius Group N.v. | 2,940 | US$812K | 0.28% |
| Baker Hughes Company | 14,599 | US$810K | 0.28% |
| Ferrovial N.v. | 11,775 | US$808K | 0.28% |
| Airbnb, Inc. | 5,639 | US$807K | 0.28% |
| Mondelez International, Inc. | 13,548 | US$784K | 0.27% |
| Cintas Corporation | 4,340 | US$738K | 0.26% |
| Fastenal Company | 13,928 | US$669K | 0.23% |
| Old Dominion Freight Line, Inc. | 3,035 | US$657K | 0.23% |
| Xcel Energy Inc. | 7,958 | US$639K | 0.22% |
| Microchip Technology Incorporated | 6,803 | US$620K | 0.22% |
| Axon Enterprise, Inc. | 1,086 | US$609K | 0.21% |
| Diamondback Energy, Inc. | 3,379 | US$594K | 0.21% |
| Take-two Interactive Software, Inc. | 2,318 | US$579K | 0.20% |
| Coreweave, Inc. | 5,811 | US$578K | 0.20% |
| Coca-cola Europacific Partners Plc | 5,679 | US$568K | 0.20% |
| Keurig Dr Pepper Inc. | 16,215 | US$531K | 0.19% |
| Idexx Laboratories, Inc. | 983 | US$517K | 0.18% |
| Autodesk, Inc. | 2,463 | US$479K | 0.17% |
| Exelon Corporation | 10,168 | US$474K | 0.17% |
| Alnylam Pharmaceuticals, Inc. | 1,555 | US$468K | 0.16% |
| Paypal Holdings, Inc. | 10,475 | US$452K | 0.16% |
| Electronic Arts Inc. | 2,189 | US$449K | 0.16% |
| Ge Healthcare Technologies Inc. | 6,375 | US$408K | 0.14% |
| Strategy Inc | 4,453 | US$387K | 0.14% |
| Thomson Reuters Corporation | 4,578 | US$374K | 0.13% |
| Dexcom, Inc. | 5,162 | US$348K | 0.12% |
| Copart, Inc. | 11,044 | US$311K | 0.11% |
| Workday, Inc. | 2,498 | US$306K | 0.11% |
| Roper Technologies, Inc. | 865 | US$293K | 0.10% |
| Paychex, Inc. | 2,538 | US$250K | 0.09% |
| The Kraft Heinz Company | 10,420 | US$246K | 0.09% |
| Zscaler Inc | 0 | US$0 | 0.00% |
| Verisk Analytics, Inc. | 0 | US$0 | 0.00% |
| Charter Communications, Inc. | 0 | US$0 | 0.00% |
| Insmed Incorporated | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |