| Microsoft Corp.(MSFT) | MSFT | 594918104 | $34.1K | 228,020 | 10.9% |
| Ringcentral Inc(RNG) | RNG | 76680R206 | $24.7K | 144,020 | 7.9% |
| Applied Materials, Inc.(AMAT) | AMAT | 038222105 | $23.9K | 400,390 | 7.6% |
| Nvidia Corp.(NVDA) | NVDA | 67066G104 | $21.9K | 103,910 | 7.0% |
| Marvell Technology Group Ltd.(MRVL) | MRVL | G5876H105 | $19.2K | 727,210 | 6.1% |
| Advanced Micro Devices Inc.(AMD) | AMD | 007903107 | $18.6K | 453,120 | 5.9% |
| Servicenow, Inc.(NOW) | NOW | 81762P102 | $16.2K | 57,280 | 5.2% |
| Global Payments Inc(GPN) | GPN | 37940X102 | $16.0K | 88,360 | 5.1% |
| Apple, Inc.(AAPL) | AAPL | 037833100 | $15.6K | 59,260 | 5.0% |
| Adobe Systems, Inc.(ADBE) | ADBE | 00724F101 | $15.3K | 50,990 | 4.9% |
| Fiserv, Inc.(FISV) | FISV | 337738108 | $14.2K | 123,340 | 4.5% |
| LAM Research Corp.(LRCXEUR) | LRCX | 512807108 | $12.2K | 44,550 | 3.9% |
| Alphabet, Inc. (Class A)(GOOGL) | GOOGL | 02079K305 | $12.2K | 9,350 | 3.9% |
| Mastercard, Inc.(MA) | MA | 57636Q104 | $11.0K | 38,600 | 3.5% |
| Roku, Inc. (Class A)(ROKU) | ROKU | 77543R102 | $9.8K | 61,500 | 3.1% |
| Alibaba Group Holding Ltd.(BABA) | BABA | 01609W102 | $9.8K | 53,490 | 3.1% |
| Shopify CL A SUB VTG ORD(SHOP) | SHOP | 82509L107 | $9.4K | 29,760 | 3.0% |
| Salesforce.com, Inc.(CRM) | CRM | 79466L302 | $9.4K | 57,250 | 3.0% |
| Teradyne Inc.(TER) | TER | 880770102 | $7.6K | 118,440 | 2.4% |
| Facebook, Inc. (Class A)(META) | FB | 30303M102 | $6.4K | 32,640 | 2.1% |
| Asml Holding N.V.(ASML) | ASML | N07059210 | $6.1K | 22,575 | 1.9% |
| Amazon.com, Inc.(AMZN) | AMZN | 023135106 | $17 | 10 | 0.0% |
| Skyworks Soltuions Inc(SWKS) | SWKS | 83088M102 | $10 | 100 | 0.0% |
| Carvava CL A ORD(CVNA) | CVNA | 146869102 | $9 | 100 | 0.0% |
| Paycom Software, Inc.(PAYC) | PAYC | 70432V102 | $3 | 10 | 0.0% |
| Netflix, Inc.(NFLX) | NFLX | 64110L106 | $3 | 10 | 0.0% |
| Workday, Inc. (Class A)(WDAY) | WDAY | 98138H101 | $2 | 10 | 0.0% |
| Veeva Systems Inc(VEEV) | VEEV | 922475108 | $2 | 10 | 0.0% |
| Edwards Lifesciences ORD(EW) | EW | 28176E108 | $2 | 10 | 0.0% |
| Coupa Software Inc. ORD(COUPEUR) | COUP | 22266L106 | $2 | 10 | 0.0% |
| Insulet Corp(PODD) | PODD | 45784P101 | $2 | 10 | 0.0% |
| Arista Networks, Inc.(ANETEUR) | ANET | 040413106 | $2 | 10 | 0.0% |
| Invesco QQQ(QQQ) | QQQ | 46090E103 | $2 | 10 | 0.0% |
| Intel Corp.(INTC) | INTC | 458140100 | $1 | 10 | 0.0% |
| Taiwan Semiconductor(TSM) | TSM | 874039100 | $1 | 10 | 0.0% |
| Twilio Inc CL A(TWLO) | TWLO | 90138F102 | $1 | 10 | 0.0% |
| Vaneck Vectors Semiconductor ETF(SMH) | SMH | 92189F676 | $1 | 10 | 0.0% |
| Mongodb CL A ORD(MDB) | MDB | 60937P106 | $1 | 10 | 0.0% |
| Qorvo ORD(QRVO) | QRVO | 74736K101 | $1 | 10 | 0.0% |
| Qualcomm, Inc.(QCOM) | QCOM | 747525103 | $1 | 10 | 0.0% |
| Match Group ORD(MTCHEUR) | MTCH | 57665R106 | $1 | 10 | 0.0% |
| Okta,inc. Class A ORD(OKTA) | OKTA | 679295105 | $1 | 10 | 0.0% |
| Square, Inc. (Class A)(XYZ) | SQ | 852234103 | $1 | 10 | 0.0% |
| Cadence Design Systems Inc.(CDNS) | CDNS | 127387108 | $1 | 10 | 0.0% |
| Paypal Holdings, Inc.(PYPL) | PYPL | 70450Y103 | $1 | 10 | 0.0% |
| Atlassian ORD SHS Class A(TEAM) | TEAM | G06242104 | $1 | 10 | 0.0% |
| Micron Technology, Inc.(MU) | MU | 595112103 | $0 | 10 | 0.0% |
| Lattice Semiconductor Corp.(LSCC) | LSCC | 518415104 | $0 | 10 | 0.0% |