| Amazon.com Inc(AMZN) | COM | 023135106 | $20.6M | 245,332 | 36.2% |
| Alphabet Inc A(GOOGL) | COM | 02079K305 | $19.9M | 225,923 | 35.0% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $3.2M | 67,149 | 5.6% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.9M | 10,611 | 5.2% |
| Charter Communications Inc(CHTR) | COM | 16119P108 | $2.8M | 8,197 | 4.9% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $2.4M | 23,163 | 4.2% |
| Ally Financial Inc(ALLY) | COM | 02005N100 | $1.3M | 51,243 | 2.2% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $801.0K | 4,829 | 1.4% |
| Cleveland-Cliffs Inc(CLF) | COM | 185899101 | $762.0K | 47,349 | 1.3% |
| CarMax Inc(KMX) | COM | 143130102 | $469.0K | 7,708 | 0.8% |
| Cummins Inc(CMI) | COM | 231021106 | $390.0K | 1,611 | 0.7% |
| Xtrackers Harvest CSI 300 China A-Shares(ASHR) | COM | 233051879 | $342.0K | 12,233 | 0.6% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $278.0K | 2,417 | 0.5% |
| Chegg Inc(CHGG) | COM | 163092109 | $258.0K | 10,245 | 0.5% |
| Spdr S&P Financial ETF(XLF) | COM | 81369Y605 | $34.3K | 1,001,957 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $27.6K | 223,973 | 0.0% |
| Spdr S&P Industrial ETF(XLI) | COM | 81369Y704 | $20.8K | 211,639 | 0.0% |
| Materials Select Sector Spdr(XLB) | COM | 81369Y100 | $19.9K | 256,128 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $19.2K | 73,279 | 0.0% |
| Consumer Discretionary Select Sector SPD(XLY) | COM | 81369Y407 | $17.7K | 136,908 | 0.0% |
| VanEck Semiconductor ETF(SMH) | COM | 92189F676 | $15.9K | 78,591 | 0.0% |
| Spdr S&P Technology ETF(XLK) | COM | 81369Y803 | $11.1K | 89,382 | 0.0% |
| Ishares U.S. Real Estate ETF(IYR) | COM | 464287739 | $10.8K | 127,870 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $10.3K | 72,428 | 0.0% |
| Vanguard Ftse Emerging Markets ETF(VWO) | COM | 922042858 | $9.2K | 236,787 | 0.0% |
| Vanguard Real Estate ETF(VNQ) | COM | 922908553 | $9.0K | 108,934 | 0.0% |
| Taiwan Semiconductor Manufacturing CoLtd(TSM) | COM | 874039100 | $8.6K | 115,738 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $7.4K | 187,232 | 0.0% |
| J P Morgan Chase & Co(JPM) | COM | 46625H100 | $7.1K | 52,675 | 0.0% |
| iShares Msci Taiwan ETF(EWT) | COM | 46434G772 | $6.8K | 169,764 | 0.0% |
| Ishares Msci Japan Index Fund(EWJ) | COM | 46434G822 | $6.8K | 124,455 | 0.0% |
| Goldman Sachs Group Inc (the)(GS) | COM | 38141G104 | $6.7K | 19,634 | 0.0% |
| iShares Semiconductor ETF(SOXX) | COM | 464287523 | $6.5K | 18,548 | 0.0% |
| General Electric Co(GE) | COM | 369604301 | $6.5K | 76,984 | 0.0% |
| Spdr S&P Retail ETF(XRT) | COM | 78464A714 | $6.3K | 104,454 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $6.1K | 230,544 | 0.0% |
| Vanguard Ftse Developed Markets ETF(VEA) | COM | 921943858 | $5.7K | 136,350 | 0.0% |
| Meta Platforms Inc(META) | COM | 30303M102 | $4.6K | 38,145 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $4.5K | 121,014 | 0.0% |
| International Business Machines Corp(IBM) | COM | 459200101 | $4.5K | 31,807 | 0.0% |
| iShares Msci Mexico ETF(EWW) | COM | 464286822 | $4.1K | 83,457 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $3.8K | 31,944 | 0.0% |
| Honeywell International Inc(HON) | COM | 438516106 | $3.4K | 15,871 | 0.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $3.4K | 24,821 | 0.0% |
| Spdr S&P Metals & Mining ETF(XME) | COM | 78464A755 | $3.4K | 67,598 | 0.0% |
| Ishares Msci Canada Index Fund(EWC) | COM | 464286509 | $3.1K | 93,879 | 0.0% |
| VanEck Junior Gold Miners ETF(GDXJ) | COM | 92189F791 | $3.1K | 85,788 | 0.0% |
| Applied Materials Inc(AMAT) | COM | 038222105 | $2.9K | 30,056 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $2.9K | 6,831 | 0.0% |
| U.S. Global Jets ETF(JETS) | COM | 26922A842 | $2.8K | 165,090 | 0.0% |