| Cloudflare Inc.(NET) | COM | 18915M107 | $8.3M | 42,281 | 19.1% |
| Broadcom Inc.(AVGO) | COM | 11135F101 | $4.3M | 12,528 | 9.9% |
| Astera Labs Inc.(ALAB) | COM | 04626A103 | $3.1M | 18,792 | 7.2% |
| Coherent Corporation(COHR) | COM | 19247G107 | $3.0M | 16,443 | 6.9% |
| Argenx S.E.(ARGX) | COM | 04016X101 | $2.6M | 3,132 | 6.0% |
| Ascendis Pharma A/S(ASND) | COM | 04351P101 | $2.3M | 10,962 | 5.4% |
| Bridgebio Pharma Inc.(BBIO) | COM | 10806X102 | $2.3M | 30,537 | 5.3% |
| AeroVironment Inc.(AVAV) | COM | 008073108 | $2.3M | 9,396 | 5.2% |
| Core Scientific Inc.(CORZ) | COM | 21874A106 | $2.1M | 147,204 | 4.9% |
| AppLovin Corporation(APP) | COM | 03831W108 | $2.1M | 3,132 | 4.8% |
| Advanced Micro Devices Inc.(AMD) | COM | 007903107 | $1.8M | 8,613 | 4.2% |
| CoreWeave Inc.(CRWV) | COM | 21873S108 | $1.2M | 17,226 | 2.8% |
| CoStar Group Inc.(CSGP) | COM | 22160N109 | $1.2M | 17,226 | 2.7% |
| Analog Devices Inc.(ADI) | COM | 032654105 | $1.1M | 3,915 | 2.4% |
| Cisco Systems Inc.(CSCO) | COM | 17275R102 | $965.0K | 12,528 | 2.2% |
| ATS Corporation(ATS) | COM | 00217Y104 | $819.0K | 29,754 | 1.9% |
| State Street Technology Select Sector Spdr ETF USD Class(XLK) | COM | 81369Y803 | $792.8K | 5,506,430 | 1.8% |
| ACV Auctions Inc.(ACVA) | COM | 00091G104 | $659.0K | 82,215 | 1.5% |
| Circle Internet Group Inc.(CRCL) | COM | 172573107 | $497.0K | 6,264 | 1.1% |
| State Street Health Care Select Sector Spdr ETF USD Class(XLV) | COM | 81369Y209 | $442.5K | 2,858,277 | 1.0% |
| State Street Financial Select Sector Spdr ETF USD Class(XLF) | COM | 81369Y605 | $411.4K | 7,511,470 | 0.9% |
| State Street Communication Services Select Sector Spdr ETF(XLC) | COM | 81369Y852 | $367.8K | 3,124,023 | 0.8% |
| State Street Consumer Discretionary Select Sector Spdr ETF(XLY) | COM | 81369Y407 | $248.3K | 2,079,334 | 0.6% |
| State Street Materials Select Sector Spdr ETF USD Class(XLB) | COM | 81369Y100 | $72.7K | 1,604,016 | 0.2% |
| iShares Core Msci International Developed Markets ETF(IDEV) | COM | 46435G326 | $66.8K | 809,383 | 0.2% |
| iShares U.S. Home Construction ETF USD Class(ITB) | COM | 464288752 | $62.0K | 643,542 | 0.1% |
| iShares Core Msci Emerging Markets ETF USD Class(IEMG) | COM | 46434G103 | $28.2K | 418,908 | 0.1% |
| VanEck Semiconductor ETF USD Class(SMH) | COM | 92189F676 | $24.4K | 67,846 | 0.1% |
| iShares Expanded Tech-Software Sector ETF USD Class(IGV) | COM | 464287515 | $23.8K | 225,576 | 0.1% |
| State Street Spdr Portfolio Europe ETF(SPEU) | COM | 78463X103 | $21.1K | 403,872 | 0.0% |
| Spdr Portfolio Emerging Markets ETF USD Class(SPEM) | COM | 78463X509 | $11.7K | 249,130 | 0.0% |
| KraneShares CSI China Internet ETF(KWEB) | COM | 500767306 | $10.1K | 295,593 | 0.0% |
| Vanguard Ftse Pacific ETF(VPL) | COM | 922042866 | $9.5K | 104,961 | 0.0% |
| iShares Msci Indonesia ETF USD Class(EIDO) | COM | 46429B309 | $8.4K | 447,355 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.6K | 40,716 | 0.0% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $4.7K | 24,273 | 0.0% |
| Franklin Ftse China ETF(FLCH) | COM | 35473P819 | $4.7K | 198,158 | 0.0% |
| Rubrik Inc.(RBRK) | COM | 781154109 | $4.7K | 61,074 | 0.0% |
| Franklin Ftse Canada ETF USD Class(FLCA) | COM | 35473P827 | $4.3K | 88,435 | 0.0% |
| Snowflake Inc. Common Stock(SNOW) | COM | 833445109 | $4.1K | 18,792 | 0.0% |
| Nebius Group N.V.(NBIS) | COM | N97284108 | $3.9K | 46,197 | 0.0% |
| Crowdstrike Holdings Inc.(CRWD) | COM | 22788C105 | $3.7K | 7,829 | 0.0% |
| Micron Technology Inc.(MU) | COM | 595112103 | $3.6K | 12,528 | 0.0% |
| Credo Technology Group Holding Ltd.(CRDO) | COM | G25457105 | $3.3K | 22,707 | 0.0% |
| Sea Ltd.(SE) | COM | 81141R100 | $3.1K | 24,273 | 0.0% |
| Zscaler Inc.(ZS) | COM | 98980G102 | $2.8K | 12,527 | 0.0% |
| Guardant Health Inc.(GH) | COM | 40131M109 | $2.7K | 26,622 | 0.0% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $2.7K | 5,481 | 0.0% |
| Dlocal Ltd. uay(DLO) | COM | G29018101 | $2.5K | 179,307 | 0.0% |
| Shopify Inc.(SHOP) | COM | 82509L107 | $2.5K | 15,660 | 0.0% |