| Financial Select Sector Spdr Fund USD Class(XLF) | COM | 81369Y605 | $314.1K | 5,829,961 | 0.7% |
| Health Care Select Sector Spdr Fund USD Class(XLV) | COM | 81369Y209 | $321.8K | 2,312,232 | 0.7% |
| Communication Services Select Sector Spdr Fund USD Class(XLC) | COM | 81369Y852 | $360.5K | 3,045,715 | 0.8% |
| Technology Select Sector Spdr Fund USD Class(XLK) | COM | 81369Y803 | $756.6K | 2,684,198 | 1.7% |
| ATS Corporation(ATS) | COM | 00217Y104 | $772.0K | 29,450 | 1.7% |
| ACV Auctions Inc.(ACVA) | COM | 00091G104 | $806.0K | 81,375 | 1.8% |
| Circle Internet Group Inc.(CRCL) | COM | 172573107 | $822.0K | 6,200 | 1.9% |
| Cisco Systems Inc.(CSCO) | COM | 17275R102 | $848.0K | 12,400 | 1.9% |
| Analog Devices Inc.(ADI) | COM | 032654105 | $952.0K | 3,875 | 2.2% |
| Advanced Micro Devices Inc.(AMD) | COM | 007903107 | $1.4M | 8,525 | 3.1% |
| CoStar Group Inc.(CSGP) | COM | 22160N109 | $1.4M | 17,050 | 3.3% |
| Bridgebio Pharma Inc.(BBIO) | COM | 10806X102 | $1.6M | 30,225 | 3.5% |
| Coherent Corporation(COHR) | COM | 19247G107 | $1.8M | 16,275 | 4.0% |
| Ascendis Pharma A/S(ASND) | COM | 04351P101 | $2.2M | 10,850 | 4.9% |
| AppLovin Corporation(APP) | COM | 03831W108 | $2.2M | 3,100 | 5.0% |
| Argenx S.E.(ARGX) | COM | 04016X101 | $2.3M | 3,100 | 5.2% |
| Coreweave Inc.(CRWV) | COM | 21873S108 | $2.3M | 17,050 | 5.3% |
| Core Scientific Inc.(CORZ) | COM | 21874A106 | $2.6M | 145,700 | 5.9% |
| AeroVironment Inc.(AVAV) | COM | 008073108 | $2.9M | 9,300 | 6.6% |
| Astera Labs Inc.(ALAB) | COM | 04626A103 | $3.6M | 18,600 | 8.2% |
| Broadcom Inc.(AVGO) | COM | 11135F101 | $4.1M | 12,400 | 9.2% |
| Cloudflare Inc.(NET) | COM | 18915M107 | $9.0M | 41,849 | 20.3% |