| Broadcom Inc.(AVGO) | COM | 11135F101 | $2.9M | 17,304 | 10.2% |
| Cloudflare Inc.(NET) | COM | 18915M107 | $2.8M | 24,514 | 9.7% |
| Advanced Micro Devices Inc.(AMD) | COM | 007903107 | $1.9M | 18,746 | 6.8% |
| Caci International Inc.(CACI) | COM | 127190304 | $1.9M | 5,047 | 6.5% |
| AppLovin Corporation(APP) | COM | 03831W108 | $1.7M | 6,489 | 6.0% |
| Affirm Holdings Inc.(AFRM) | COM | 00827B106 | $1.3M | 28,840 | 4.6% |
| Cipher Mining Inc.(CIFR) | COM | 17253J106 | $1.2M | 542,868 | 4.4% |
| Churchill Downs Inc.(CHDN) | COM | 171484108 | $1.1M | 10,094 | 3.9% |
| Akamai Technologies Inc.(AKAM) | COM | 00971T101 | $929.0K | 11,536 | 3.3% |
| Ascendis Pharma A/S(ASND) | COM | 04351P101 | $899.0K | 5,768 | 3.2% |
| Astera Labs Inc.(ALAB) | COM | 04626A103 | $860.0K | 14,420 | 3.0% |
| Argenx S.E.(ARGX) | COM | 04016X101 | $853.0K | 1,442 | 3.0% |
| Adobe Inc.(ADBE) | COM | 00724F101 | $830.0K | 2,163 | 2.9% |
| BioCryst Pharmaceuticals Inc.(BCRX) | COM | 09058V103 | $827.0K | 110,304 | 2.9% |
| Bridgebio Pharma Inc.(BBIO) | COM | 10806X102 | $773.0K | 22,351 | 2.7% |
| Archer Aviation Inc.(ACHR) | COM | 03945R102 | $718.0K | 100,931 | 2.5% |
| BWX Technologies Inc.(BWXT) | COM | 05605H100 | $711.0K | 7,207 | 2.5% |
| ARM Holdings plc(ARM) | COM | 042068205 | $693.0K | 6,489 | 2.4% |
| CareDx Inc.(CDNA) | COM | 14167L103 | $640.0K | 36,050 | 2.2% |
| Arista Networks Inc.(ANET) | COM | 040413205 | $614.0K | 7,931 | 2.2% |
| C3.ai Inc.(AI) | COM | 12468P104 | $592.0K | 28,119 | 2.1% |
| Core Scientific Inc.(CORZ) | COM | 21874A106 | $585.0K | 80,743 | 2.1% |
| Canaan Inc.(CAN) | COM | 134748102 | $556.0K | 632,975 | 2.0% |
| ACV Auctions Inc.(ACVA) | COM | 00091G104 | $538.0K | 38,213 | 1.9% |
| Invesco QQQ Trust Series 1 USD Class(IJR) | COM | 464287804 | $340.7K | 726,530 | 1.2% |
| Communication Services Select Sector Spdr Fund USD Class(QQQ) | COM | 46090E103 | $283.5K | 2,939,770 | 1.0% |
| VanEck Semiconductor ETF USD Class(KRE) | COM | 78464A698 | $198.1K | 936,990 | 0.7% |
| iShares S&P Mid-Cap 400 Growth ETF USD Class(IJK) | COM | 464287606 | $195.0K | 2,341,865 | 0.7% |
| Technology Select Sector Spdr Fund USD Class(XLC) | COM | 81369Y852 | $184.2K | 892,215 | 0.6% |
| Health Care Select Sector Spdr Fund USD Class(XLK) | COM | 81369Y803 | $148.9K | 1,019,510 | 0.5% |
| iShares Expanded Tech-Software Sector ETF USD Class(IGV) | COM | 464287515 | $147.1K | 1,652,970 | 0.5% |
| Financial Select Sector Spdr Fund USD Class(SMH) | COM | 92189F676 | $139.6K | 2,803,140 | 0.5% |
| Consumer Discretionary Select Sector Spdr Fund(XLV) | COM | 81369Y209 | $94.7K | 479,745 | 0.3% |
| iShares Biotechnology ETF USD Class(IBB) | COM | 464287556 | $78.3K | 612,180 | 0.3% |
| iShares Core Msci International Developed Markets ETF(IDEV) | COM | 46435G326 | $48.3K | 700,650 | 0.2% |
| iShares Core Msci Emerging Markets ETF USD Class(IEMG) | COM | 46434G103 | $20.4K | 378,870 | 0.1% |
| Spdr Portfolio Europe ETF(SPEU) | COM | 78463X103 | $15.6K | 355,515 | 0.1% |
| KraneShares CSI China Internet ETF(KWEB) | COM | 500767306 | $12.1K | 347,730 | 0.0% |
| Spdr Portfolio Emerging Markets ETF USD Class(SPEM) | COM | 78463X509 | $7.7K | 194,625 | 0.0% |
| Vanguard Ftse Pacific ETF(VPL) | COM | 922042866 | $6.6K | 90,825 | 0.0% |
| Franklin Ftse Mexico ETF(FLMX) | COM | 35473P736 | $6.0K | 238,740 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.5K | 41,818 | 0.0% |
| Palantir Technologies Inc.(PLTR) | COM | 69608A108 | $4.4K | 51,912 | 0.0% |
| Franklin Ftse Canada ETF USD Class(FLCA) | COM | 35473P827 | $2.9K | 77,850 | 0.0% |
| Meta Platforms Inc.(META) | COM | 30303M102 | $2.5K | 4,326 | 0.0% |
| Snowflake Inc.(SNOW) | COM | 833445109 | $2.4K | 16,583 | 0.0% |
| Roblox Corporation(RBLX) | COM | 771049103 | $2.2K | 37,492 | 0.0% |
| Taiwan Semiconductor Manufacturing Company Ltd.(TSM) | COM | 874039100 | $2.2K | 12,978 | 0.0% |
| Sea Ltd.(SE) | COM | 81141R100 | $2.0K | 15,141 | 0.0% |
| Upstart Holdings Inc.(UPST) | COM | 91680M107 | $1.9K | 41,097 | 0.0% |