| Eaton Corporation plc(ETN) | COM | G29183103 | $5.5M | 17,621 | 5.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $5.2M | 5,764 | 5.2% |
| Parker-Hannifin Corporation(PH) | COM | 701094104 | $5.1M | 9,119 | 5.0% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $5.1M | 12,017 | 5.0% |
| Ingersoll Rand Inc.(IR) | COM | 45687V106 | $5.0M | 52,709 | 5.0% |
| Ameriprise Financial, Inc.(AMP) | COM | 03076C106 | $4.4M | 10,036 | 4.4% |
| Applied Materials, Inc.(AMAT) | COM | 038222105 | $4.2M | 20,593 | 4.2% |
| Invesco QQQ ETF(QQQ) | ETF | 46090E103 | $4.2M | 9,546 | 4.2% |
| KKR & Co Inc.(KKR) | COM | 48251W104 | $4.2M | 41,920 | 4.2% |
| Spdr S&P 500 ETF Trust(SPY) | ETF | 78462F103 | $4.2M | 8,053 | 4.2% |
| Caterpillar Inc.(CAT) | COM | 149123101 | $4.1M | 11,234 | 4.1% |
| Blackstone Group LP(BX) | COM | 09260D107 | $4.0M | 30,819 | 4.0% |
| iShares Msci Japan ETF(EWJ) | ETF | 46434G822 | $4.0M | 55,842 | 4.0% |
| Hilton Worldwide Holdings Inc.(HLT) | COM | 43300A203 | $3.4M | 16,000 | 3.4% |
| Artista Networks Inc.(ANETEUR) | COM | 040413106 | $3.4M | 11,680 | 3.4% |
| United Rentals, Inc.(URI) | COM | 911363109 | $3.3M | 4,573 | 3.3% |
| Cencora, Inc.(COR) | COM | 03073E105 | $3.3M | 13,437 | 3.2% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $3.1M | 17,420 | 3.1% |
| Cadence Design Systems Inc.(CDNS) | COM | 127387108 | $3.1M | 9,963 | 3.1% |
| Costco Wholesale Corp.(COST) | COM | 22160K105 | $3.0M | 4,085 | 3.0% |
| Visa Inc.(V) | COM | 92826C839 | $3.0M | 10,668 | 3.0% |
| McKesson Corp.(MCK) | COM | 58155Q103 | $2.8M | 5,260 | 2.8% |
| Vertex Pharmaceuticals Incorporated(VRTX) | COM | 92532F100 | $2.8M | 6,675 | 2.8% |
| Meta Platforms, Inc.(META) | COM | 30303M102 | $2.7M | 5,650 | 2.7% |
| Cboe Global Markets, Inc.(CBOE) | COM | 12503M108 | $2.7M | 14,426 | 2.6% |
| iShares Msci India ETF(INDA) | ETF | 46429B598 | $2.1M | 40,982 | 2.1% |
| iShares Msci Mexico ETF(EWW) | ETF | 464286822 | $2.0M | 29,398 | 2.0% |
| VanEck Vectors Vietnam ETF(VNM) | ETF | 92189F817 | $786.7K | 56,595 | 0.8% |