| Cloudflare Inc.(NET) | COM | 18915M107 | $4.9M | 24,922 | 12.2% |
| Broadcom Inc.(AVGO) | COM | 11135F101 | $4.8M | 17,592 | 12.1% |
| Advanced Micro Devices Inc.(AMD) | COM | 007903107 | $2.7M | 19,058 | 6.7% |
| Cipher Mining Inc.(CIFR) | COM | 17253J106 | $2.6M | 551,844 | 6.6% |
| Caci International Inc.(CACI) | COM | 127190304 | $2.4M | 5,131 | 6.1% |
| AppLovin Corporation(APP) | COM | 03831W108 | $2.3M | 6,597 | 5.8% |
| Affirm Holdings Inc.(AFRM) | COM | 00827B106 | $2.0M | 29,320 | 5.1% |
| Core Scientific Inc.(CORZ) | COM | 21874A106 | $1.4M | 82,075 | 3.5% |
| Astera Labs Inc.(ALAB) | COM | 04626A103 | $1.3M | 14,660 | 3.3% |
| Archer Aviation Inc.(ACHR) | COM | 03945R102 | $1.1M | 102,599 | 2.8% |
| ARM Holdings plc(ARM) | COM | 042068205 | $1.1M | 6,597 | 2.7% |
| BWX Technologies Inc.(BWXT) | COM | 05605H100 | $1.1M | 7,327 | 2.6% |
| Churchill Downs Inc.(CHDN) | COM | 171484108 | $1.0M | 10,262 | 2.6% |
| Ascendis Pharma A/S(ASND) | COM | 04351P101 | $1.0M | 5,864 | 2.5% |
| BioCryst Pharmaceuticals Inc.(BCRX) | COM | 09058V103 | $1.0M | 112,128 | 2.5% |
| Bridgebio Pharma Inc.(BBIO) | COM | 10806X102 | $981.0K | 22,723 | 2.4% |
| Akamai Technologies Inc.(AKAM) | COM | 00971T101 | $935.0K | 11,728 | 2.3% |
| Adobe Inc.(ADBE) | COM | 00724F101 | $851.0K | 2,199 | 2.1% |
| Arista Networks Inc.(ANET) | COM | 040413205 | $825.0K | 8,063 | 2.1% |
| Argenx S.E.(ARGX) | COM | 04016X101 | $808.0K | 1,466 | 2.0% |
| CareDx Inc.(CDNA) | COM | 14167L103 | $716.0K | 36,650 | 1.8% |
| C3.ai Inc.(AI) | COM | 12468P104 | $702.0K | 28,587 | 1.8% |
| ACV Auctions Inc.(ACVA) | COM | 00091G104 | $630.0K | 38,849 | 1.6% |
| Invesco QQQ Trust Series 1 USD Class(QQQ) | COM | 46090E103 | $404.7K | 733,635 | 1.0% |
| Canaan Inc.(CAN) | COM | 134748102 | $398.0K | 643,439 | 1.0% |
| Communication Services Select Sector Spdr Fund USD Class(XLC) | COM | 81369Y852 | $322.2K | 2,968,510 | 0.8% |
| Financial Select Sector Spdr Fund USD Class(XLF) | COM | 81369Y605 | $275.9K | 5,269,091 | 0.7% |
| VanEck Semiconductor ETF USD Class(SMH) | COM | 92189F676 | $263.9K | 946,155 | 0.7% |
| Technology Select Sector Spdr Fund USD Class(XLK) | COM | 81369Y803 | $228.1K | 900,935 | 0.6% |
| Health Care Select Sector Spdr Fund USD Class(XLV) | COM | 81369Y209 | $195.9K | 1,453,052 | 0.5% |
| iShares Expanded Tech-Software Sector ETF USD Class(IGV) | COM | 464287515 | $182.8K | 1,669,135 | 0.5% |
| Consumer Discretionary Select Sector Spdr Fund(XLY) | COM | 81369Y407 | $170.9K | 786,169 | 0.4% |
| iShares Core Msci International Developed Markets ETF(IDEV) | COM | 46435G326 | $53.0K | 696,600 | 0.1% |
| iShares U.S. Home Construction ETF USD Class(ITB) | COM | 464288752 | $36.3K | 389,778 | 0.1% |
| State Street Institutional Treasury MM Fund | COM | 857492888 | $23.8K | 23,815,097 | 0.1% |
| iShares Core Msci Emerging Markets ETF USD Class(IEMG) | COM | 46434G103 | $22.6K | 376,680 | 0.1% |
| Spdr Portfolio Europe ETF(SPEU) | COM | 78463X103 | $17.1K | 353,460 | 0.0% |
| KraneShares CSI China Internet ETF(KWEB) | COM | 500767306 | $11.9K | 345,720 | 0.0% |
| Spdr Portfolio Emerging Markets ETF USD Class(SPEM) | COM | 78463X509 | $8.3K | 193,500 | 0.0% |
| Vanguard Ftse Pacific ETF(VPL) | COM | 922042866 | $7.4K | 90,300 | 0.0% |
| Palantir Technologies Inc.(PLTR) | COM | 69608A108 | $7.2K | 52,776 | 0.0% |
| Franklin Ftse Mexico ETF(FLMX) | COM | 35473P736 | $7.0K | 237,360 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.7K | 42,514 | 0.0% |
| Robinhood Markets Inc.(HOOD) | COM | 770700102 | $4.2K | 44,713 | 0.0% |
| Roblox Corporation(RBLX) | COM | 771049103 | $4.0K | 38,116 | 0.0% |
| Snowflake Inc. Common Stock(SNOW) | COM | 833445109 | $3.8K | 16,859 | 0.0% |
| Meta Platforms Inc.(META) | COM | 30303M102 | $3.2K | 4,398 | 0.0% |
| Franklin Ftse Canada ETF USD Class(FLCA) | COM | 35473P827 | $3.2K | 77,400 | 0.0% |
| Taiwan Semiconductor Manufacturing Company Ltd.(TSM) | COM | 874039100 | $3.0K | 13,194 | 0.0% |
| Upstart Holdings Inc.(UPST) | COM | 91680M107 | $2.7K | 41,781 | 0.0% |