| Microsoft Corporation(MSFT) | COM | 594918104 | $4.6M | 12,276 | 5.2% |
| Eaton Corporation plc(ETN) | COM | G29183103 | $4.4M | 18,410 | 4.9% |
| Ingersoll Rand Inc.(IR) | COM | 45687V106 | $4.3M | 55,523 | 4.8% |
| Parker-Hannifin Corporation(PH) | COM | 701094104 | $4.3M | 9,271 | 4.8% |
| Invesco QQQ ETF(QQQ) | ETF | 46090E103 | $4.1M | 10,060 | 4.6% |
| Blackstone Group LP(BX) | COM | 09260D107 | $4.1M | 31,266 | 4.6% |
| Spdr S&P 500 ETF Trust(SPY) | ETF | 78462F103 | $4.0M | 8,460 | 4.5% |
| Ameriprise Financial, Inc.(AMP) | COM | 03076C106 | $3.9M | 10,181 | 4.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.8M | 7,761 | 4.3% |
| iShares Msci Japan ETF(EWJ) | ETF | 46434G822 | $3.8M | 58,910 | 4.2% |
| KKR & Co Inc.(KKR) | COM | 48251W104 | $3.5M | 42,580 | 3.9% |
| Applied Materials, Inc.(AMAT) | COM | 038222105 | $2.9M | 18,173 | 3.3% |
| Hilton Worldwide Holdings Inc.(HLT) | COM | 43300A203 | $2.9M | 16,030 | 3.3% |
| Vertex Pharmaceuticals Incorporated(VRTX) | COM | 92532F100 | $2.9M | 7,069 | 3.2% |
| United Rentals, Inc.(URI) | COM | 911363109 | $2.9M | 4,985 | 3.2% |
| Cencora, Inc. | COM | 03073E108 | $2.8M | 13,566 | 3.1% |
| Visa Inc.(V) | COM | 92826C839 | $2.8M | 10,689 | 3.1% |
| Cadence Design Systems Inc.(CDNS) | COM | 127387108 | $2.7M | 9,980 | 3.0% |
| Alphabet Inc. Class A(GOOGL) | COM | 02079K305 | $2.7M | 19,223 | 3.0% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $2.7M | 17,450 | 3.0% |
| Costco Wholesale Corp.(COST) | COM | 22160K105 | $2.6M | 3,990 | 2.9% |
| Cboe Global Markets, Inc.(CBOE) | COM | 12503M108 | $2.6M | 14,450 | 2.9% |
| McKesson Corp.(MCK) | COM | 58155Q103 | $2.4M | 5,270 | 2.7% |
| UnitedHealth Group Incorporated(UNH) | COM | 91324P102 | $2.4M | 4,550 | 2.7% |
| Palo Alto Networks Inc.(PANW) | COM | 697435105 | $2.3M | 7,650 | 2.5% |
| iShares Msci Mexico ETF(EWW) | ETF | 464286822 | $1.8M | 26,150 | 2.0% |
| iShares Msci Brazil ETF(EWZ) | ETF | 464286400 | $1.7M | 48,190 | 1.9% |
| iShares Msci India ETF(INDA) | ETF | 46429B598 | $1.5M | 30,020 | 1.6% |
| VanEck Vectors Vietnam ETF(VNM) | ETF | 92189F817 | $769.8K | 59,580 | 0.9% |
| Sea Limited(SE) | COM | 81141R100 | $743.6K | 18,360 | 0.8% |
| Kulicke and Soffa Industries, Inc.(KLIC) | COM | 501242101 | $684.0K | 12,500 | 0.8% |
| Walmart Inc.(WMT) | COM | 931142103 | $71.1K | 451 | 0.1% |