| Nvidia Corp.(NVDA) | NVDA | 67066G104 | $26.9M | 218,110 | 10.9% |
| Amazon.com, Inc.(AMZN) | AMZN | 023135106 | $17.3M | 89,650 | 7.0% |
| Broadcom Ltd.(AVGO) | AVGO | 11135F101 | $15.2M | 9,450 | 6.1% |
| Arista Networks, Inc.(ANETEUR) | ANET | 040413106 | $15.0M | 42,840 | 6.1% |
| Eli Lilly and Company(LLY) | LLY | 532457108 | $14.9M | 16,490 | 6.0% |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR(TSM) | TSM | 874039100 | $14.9M | 85,860 | 6.0% |
| Cloudflare, Inc. Class A(NET) | NET | 18915M107 | $14.9M | 179,550 | 6.0% |
| The Trade Desk, Inc. Class A(TTD) | TTD | 88339J105 | $12.3M | 125,840 | 5.0% |
| Apple, Inc.(AAPL) | AAPL | 037833100 | $12.1M | 57,630 | 4.9% |
| Meta Platforms, Inc. Class A(META) | META | 30303M102 | $12.1M | 24,070 | 4.9% |
| Microsoft Corp.(MSFT) | MSFT | 594918104 | $12.1M | 27,150 | 4.9% |
| Lam Research Corp.(LRCXEUR) | LRCX | 512807108 | $12.1M | 11,380 | 4.9% |
| CrowdStrike Holdings, Inc. Class A(CRWD) | CRWD | 22788C105 | $10.0M | 26,040 | 4.0% |
| Tesla, Inc.(TSLA) | TSLA | 88160R101 | $9.9M | 50,130 | 4.0% |
| Arm Holdings plc(ARM) | ARM | 042068205 | $7.6M | 46,290 | 3.1% |
| Western Digital Corp.(WDC) | WDC | 958102105 | $7.5M | 98,790 | 3.0% |
| Pure Storage, Inc. Class A(PSTG) | PSTG | 74624M102 | $7.4M | 115,750 | 3.0% |
| Micron Technology, Inc.(MU) | MU | 595112103 | $7.4M | 56,260 | 3.0% |
| Palantir Technologies, Inc. Class A(PLTR) | PLTR | 69608A108 | $6.3M | 247,340 | 2.5% |
| Coherent Corp.(COHR) | COHR | 19247G107 | $6.2M | 85,820 | 2.5% |
| Dell Technologies, Inc.(DELL) | DELL | 24703L202 | $4.8M | 34,760 | 1.9% |
| Booking Holdings Inc.(BKNG) | BKNG | 09857L108 | $39.6K | 10 | 0.0% |
| Chipotle Mexican Grill(CMG) | CMG | 169656105 | $31.3K | 500 | 0.0% |
| MercadoLibre, Inc. (Argentina)(MELI) | MELI | 58733R102 | $16.4K | 10 | 0.0% |
| Micro Strategy, Inc. Class A(MSTR) | MSTR | 594972408 | $13.8K | 10 | 0.0% |
| Asml Holding N.V. ADR | ASML | N07059111 | $10.2K | 10 | 0.0% |
| KLA Corporation(KLAC) | KLAC | 482480100 | $8.2K | 10 | 0.0% |
| Monolithic Power Systems, Inc.(MPWR) | MPWR | 609839105 | $8.2K | 10 | 0.0% |
| Super Micro Computer, Inc.(SMCIUSD) | SMCI | 86800U104 | $8.2K | 10 | 0.0% |
| ServiceNow, Inc.(NOW) | NOW | 81762P102 | $7.9K | 10 | 0.0% |
| Netflix, Inc.(NFLX) | NFLX | 64110L106 | $6.7K | 10 | 0.0% |
| Intuit, Inc.(INTU) | INTU | 461202103 | $6.6K | 10 | 0.0% |
| Synopsys, Inc. | SNPS | 872000000 | $6.0K | 10 | 0.0% |
| HubSpot, Inc.(HUBS) | HUBS | 443573100 | $5.9K | 10 | 0.0% |
| Adobe, Inc.(ADBE) | ADBE | 00724F101 | $5.6K | 10 | 0.0% |
| Invesco QQQ ETF(QQQ) | QQQ | 46090E103 | $4.8K | 10 | 0.0% |
| Palo Alto Networks, Inc.(PANW) | PANW | 697435105 | $3.4K | 10 | 0.0% |
| Spotify Technology S.A. (Luxembourg)(SPOT) | SPOT | L8681T102 | $3.1K | 10 | 0.0% |
| Eaton Corporation PLC | ETN | 0088KQN82 | $3.1K | 10 | 0.0% |
| Cadence Design Systems, Inc.(CDNS) | CDNS | 127387108 | $3.1K | 10 | 0.0% |
| Cyberark Software LTD (Israel) | CYBR | M2682V108 | $2.7K | 10 | 0.0% |
| VanEck Semiconductor ETF(SMH) | SMH | 92189F676 | $2.6K | 10 | 0.0% |
| MongoDB, Inc. Class A(MDB) | MDB | 60937P106 | $2.5K | 10 | 0.0% |
| monday.com Ltd. | MNDY | 001176213 | $2.4K | 10 | 0.0% |
| Applied Materials, Inc.(AMAT) | AMAT | 038222105 | $2.4K | 10 | 0.0% |
| Coinbase Global, Inc. Class A(COIN) | COIN | 19260Q107 | $2.2K | 10 | 0.0% |
| Qualcomm, Inc.(QCOM) | QCOM | 747525103 | $2.0K | 10 | 0.0% |
| Zscaler, Inc.(ZS) | ZS | 98980G102 | $1.9K | 10 | 0.0% |
| Alphabet, Inc. Class A(GOOGL) | GOOGL | 02079K305 | $1.8K | 10 | 0.0% |
| Advanced Micro Devices, Inc.(AMD) | AMD | 007903107 | $1.6K | 10 | 0.0% |