| Nvidia Corp.(NVDA) | NVDA | 67066G104 | $38.0M | 312,760 | 16.1% |
| Meta Platforms, Inc. Class A(META) | META | 30303M102 | $18.8M | 32,800 | 8.0% |
| Tesla, Inc.(TSLA) | TSLA | 88160R101 | $16.5M | 63,200 | 7.0% |
| DoorDash, Inc. Class A(DASH) | DASH | 25809K105 | $14.2M | 99,750 | 6.0% |
| Advanced Micro Devices, Inc.(AMD) | AMD | 007903107 | $14.0M | 85,590 | 6.0% |
| Vertiv Holdings Co(VRT) | VRT | 92537N108 | $13.0M | 131,010 | 5.5% |
| Shopify, Inc. Class A (Canada)(SHOP) | SHOP | 82509L107 | $11.7M | 145,770 | 5.0% |
| Broadcom Ltd.(AVGO) | AVGO | 11135F101 | $11.6M | 67,370 | 4.9% |
| Uber Technologies, Inc.(UBER) | UBER | 90353T100 | $11.6M | 154,410 | 4.9% |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR(TSM) | TSM | 874039100 | $11.5M | 66,330 | 4.9% |
| Micro Strategy, Inc. Class A(MSTR) | MSTR | 594972408 | $11.2M | 66,140 | 4.7% |
| Zillow Group, Inc. Class C(ZG) | Z | 98954M101 | $9.1M | 142,630 | 3.9% |
| Arista Networks, Inc.(ANETEUR) | ANET | 040413106 | $8.3M | 21,520 | 3.5% |
| Impinj, Inc.(PI) | PI | 453204109 | $7.2M | 33,350 | 3.1% |
| ServiceNow, Inc.(NOW) | NOW | 81762P102 | $7.1M | 7,970 | 3.0% |
| MercadoLibre, Inc. (Argentina)(MELI) | MELI | 58733R102 | $7.0M | 3,430 | 3.0% |
| Arm Holdings plc(ARM) | ARM | 042068205 | $7.0M | 48,960 | 3.0% |
| Affirm Holdings, Inc. Class A(AFRM) | AFRM | 00827B106 | $5.9M | 144,830 | 2.5% |
| Carvana Co. Class A(CVNA) | CVNA | 146869102 | $5.9M | 33,920 | 2.5% |
| Spotify Technology S.A. (Luxembourg)(SPOT) | SPOT | L8681T102 | $5.7M | 15,590 | 2.4% |
| Booking Holdings Inc.(BKNG) | BKNG | 09857L108 | $42.1K | 10 | 0.0% |
| Chipotle Mexican Grill(CMG) | CMG | 169656105 | $28.8K | 500 | 0.0% |
| Monolithic Power Systems, Inc.(MPWR) | MPWR | 609839105 | $9.2K | 10 | 0.0% |
| Eli Lilly and Company(LLY) | LLY | 532457108 | $8.9K | 10 | 0.0% |
| Asml Holding N.V. ADR | ASML | N07059111 | $8.3K | 10 | 0.0% |
| Lam Research Corp.(LRCXEUR) | LRCX | 512807108 | $8.2K | 10 | 0.0% |
| KLA Corporation(KLAC) | KLAC | 482480100 | $7.7K | 10 | 0.0% |
| Netflix, Inc.(NFLX) | NFLX | 64110L106 | $7.1K | 10 | 0.0% |
| Intuit, Inc.(INTU) | INTU | 461202103 | $6.2K | 10 | 0.0% |
| HubSpot, Inc.(HUBS) | HUBS | 443573100 | $5.3K | 10 | 0.0% |
| Adobe, Inc.(ADBE) | ADBE | 00724F101 | $5.2K | 10 | 0.0% |
| Synopsys, Inc.(SNPS) | SNPS | 871607107 | $5.1K | 10 | 0.0% |
| Invesco QQQ ETF(QQQ) | QQQ | 46090E103 | $4.9K | 10 | 0.0% |
| Microsoft Corp.(MSFT) | MSFT | 594918104 | $4.3K | 10 | 0.0% |
| Super Micro Computer, Inc.(SMCIUSD) | SMCI | 86800U104 | $4.2K | 10 | 0.0% |
| Axon Enterprise, Inc.(AXON) | AXON | 05464C101 | $4.0K | 10 | 0.0% |
| Palo Alto Networks, Inc.(PANW) | PANW | 697435105 | $3.4K | 10 | 0.0% |
| Eaton Corporation PLC | ETN | 0088KQN82 | $3.3K | 10 | 0.0% |
| Cyberark Software LTD (Israel) | CYBR | M2682V108 | $2.9K | 10 | 0.0% |
| CrowdStrike Holdings, Inc. Class A(CRWD) | CRWD | 22788C105 | $2.8K | 10 | 0.0% |
| monday.com Ltd. | MNDY | 001176213 | $2.8K | 10 | 0.0% |
| Cadence Design Systems, Inc.(CDNS) | CDNS | 127387108 | $2.7K | 10 | 0.0% |
| MongoDB, Inc. Class A(MDB) | MDB | 60937P106 | $2.7K | 10 | 0.0% |
| VanEck Semiconductor ETF(SMH) | SMH | 92189F676 | $2.5K | 10 | 0.0% |
| Flutter Entertainment PLC | FLUT | 00BWT6H89 | $2.4K | 10 | 0.0% |
| Apple, Inc.(AAPL) | AAPL | 037833100 | $2.3K | 10 | 0.0% |
| Applied Materials, Inc.(AMAT) | AMAT | 038222105 | $2.0K | 10 | 0.0% |
| Amazon.com, Inc.(AMZN) | AMZN | 023135106 | $1.9K | 10 | 0.0% |
| Coinbase Global, Inc. Class A(COIN) | COIN | 19260Q107 | $1.8K | 10 | 0.0% |
| Zscaler, Inc.(ZS) | ZS | 98980G102 | $1.7K | 10 | 0.0% |