| Mastercard, Inc.(MA) | MA | 57636Q104 | $43.4M | 159,730 | 14.4% |
| Apple, Inc.(AAPL) | AAPL | 037833100 | $20.9M | 93,450 | 7.0% |
| Microsoft Corp.(MSFT) | MSFT | 594918104 | $18.7M | 134,770 | 6.2% |
| Alibaba Group Holding Ltd.(BABA) | BABA | 01609W102 | $17.9M | 107,070 | 6.0% |
| LAM Research Corp.(LRCXEUR) | LRCX | 512807108 | $16.8M | 72,880 | 5.6% |
| Applied Materials, Inc.(AMAT) | AMAT | 038222105 | $16.4M | 329,230 | 5.5% |
| Shopify CL A SUB VTG ORD(SHOP) | SHOP | 82509L107 | $15.0M | 48,150 | 5.0% |
| Nvidia Corp.(NVDA) | NVDA | 67066G104 | $15.0M | 86,080 | 5.0% |
| Marvell Technology Group Ltd.(MRVL) | MRVL | G5876H105 | $15.0M | 599,050 | 5.0% |
| Lattice Semiconductor Corp.(LSCC) | LSCC | 518415104 | $14.4M | 785,240 | 4.8% |
| Ringcentral Inc(RNG) | RNG | 76680R206 | $14.2M | 113,130 | 4.7% |
| Twitter, Inc.(TWTRUSD) | TWTR | 90184L102 | $13.5M | 328,220 | 4.5% |
| Coupa Software Inc. ORD(COUPEUR) | COUP | 22266L106 | $13.4M | 103,660 | 4.5% |
| Twilio Inc CL A(TWLO) | TWLO | 90138F102 | $12.5M | 113,960 | 4.2% |
| Veeva Systems Inc(VEEV) | VEEV | 922475108 | $12.1M | 79,090 | 4.0% |
| Salesforce.com, Inc.(CRM) | CRM | 79466L302 | $10.4M | 70,030 | 3.5% |
| Insulet Corp(PODD) | PODD | 45784P101 | $10.1M | 61,300 | 3.4% |
| Amazon.com, Inc.(AMZN) | AMZN | 023135106 | $9.8M | 5,640 | 3.3% |
| Texas Instruments, Inc.(TXN) | TXN | 882508104 | $9.1M | 70,630 | 3.0% |
| Zoom Video Communications(ZM) | ZM | 98980L101 | $2.2M | 28,410 | 0.7% |
| Alphabet, Inc. (Class A)(GOOGL) | GOOGL | 02079K305 | $6.1K | 5 | 0.0% |
| Adobe Systems, Inc.(ADBE) | ADBE | 00724F101 | $2.8K | 10 | 0.0% |
| Netflix, Inc.(NFLX) | NFLX | 64110L106 | $2.7K | 10 | 0.0% |
| Servicenow, Inc.(NOW) | NOW | 81762P102 | $2.5K | 10 | 0.0% |
| Arista Networks, Inc.(ANETEUR) | ANET | 040413106 | $2.4K | 10 | 0.0% |
| Paycom Software, Inc.(PAYC) | PAYC | 70432V102 | $2.1K | 10 | 0.0% |
| Invesco QQQ(QQQ) | QQQ | 46090E103 | $1.9K | 10 | 0.0% |
| Facebook, Inc. (Class A)(META) | FB | 30303M102 | $1.8K | 10 | 0.0% |
| Workday, Inc. (Class A)(WDAY) | WDAY | 98138H101 | $1.7K | 10 | 0.0% |
| Atlassian ORD SHS Class A(TEAM) | TEAM | G06242104 | $1.3K | 10 | 0.0% |
| Mongodb CL A ORD(MDB) | MDB | 60937P106 | $1.2K | 10 | 0.0% |
| Vaneck Vectors Semiconductor ETF(SMH) | SMH | 92189F676 | $1.2K | 10 | 0.0% |
| Paypal Holdings, Inc.(PYPL) | PYPL | 70450Y103 | $1.0K | 10 | 0.0% |
| Roku, Inc. (Class A)(ROKU) | ROKU | 77543R102 | $1.0K | 10 | 0.0% |
| Cyberark Software LTD | CYBR | M2682V108 | $998 | 10 | 0.0% |
| Okta,inc. Class A ORD(OKTA) | OKTA | 679295105 | $985 | 10 | 0.0% |
| Qualcomm, Inc.(QCOM) | QCOM | 747525103 | $763 | 10 | 0.0% |
| Zendesk ORD SHS | ZEN | 98936J101 | $729 | 10 | 0.0% |
| Match Group ORD(MTCHEUR) | MTCH | 57665R106 | $714 | 10 | 0.0% |
| Cadence Design Systems Inc.(CDNS) | CDNS | 127387108 | $661 | 10 | 0.0% |
| Square, Inc. (Class A)(XYZ) | SQ | 852234103 | $620 | 10 | 0.0% |
| Micron Technology, Inc.(MU) | MU | 595112103 | $429 | 10 | 0.0% |
| Chegg ORD(CHGG) | CHGG | 163092109 | $300 | 10 | 0.0% |
| Advanced Micro Devices Inc.(AMD) | AMD | 007903107 | $290 | 10 | 0.0% |