 VEEVA SYS INCVEEV |
| 7.78% | 2.82% | $7.1M | 36,712 | $2.8M | 16,093 | +20,619+128.12% | Add |
 AMPHENOL CORPAPH |
| 7.57% | 3.57% | $7.0M | 28,273 | $3.6M | 28,309 | -36-0.13% | Reduce |
 AMAZON COM INCAMZN |
| 7.34% | 5.41% | $6.7M | 25,700 | $5.4M | 26,012 | -312-1.20% | Reduce |
 CURTISS WRIGHT CORPCW |
| 6.57% | 5.4% | $6.0M | 7,962 | $5.4M | 7,941 | +21+0.26% | Add |
 DEERE & CODE |
| 6.18% | 4.65% | $5.7M | 8,547 | $4.7M | 8,263 | +284+3.44% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 6.06% | 1.48% | $5.6M | 10,173 | $1.5M | 5,328 | +4,845+90.93% | Add |
 FERRARI N V COMRACE |
| 5.64% | 4.62% | $5.2M | 13,815 | $4.6M | 13,650 | +165+1.21% | Add |
 EMCOR GROUP INCEME |
| 5.53% | 4.75% | $5.1M | 6,314 | $4.8M | 6,442 | -128-1.99% | Reduce |
 APPLE INCAAPL |
| 5.28% | 3.55% | $4.9M | 15,126 | $3.6M | 13,997 | +1,129+8.07% | Add |
 UNITED RENTALS INCURI |
| 5.18% | 2.41% | $4.8M | 3,088 | $2.4M | 3,315 | -227-6.85% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.64% | 3.4% | $4.3M | 21,310 | $3.4M | 19,509 | +1,801+9.23% | Add |
 ECOLAB INCECL |
| 4.49% | 3.87% | $4.1M | 14,809 | $3.9M | 14,579 | +230+1.58% | Add |
 ANALOG DEVICES INC COMADI |
| 4.38% | 4% | $4.0M | 10,348 | $4.0M | 12,596 | -2,248-17.85% | Reduce |
 TEXAS INSTRS INCTXN |
| 4.08% | 3.28% | $3.7M | 12,557 | $3.3M | 16,535 | -3,978-24.06% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 3.43% | 2.97% | $3.1M | 11,209 | $3.0M | 12,281 | -1,072-8.73% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.62% | 1.53% | $2.4M | 3,309 | $1.5M | 3,116 | +193+6.19% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 2.4% | 2.73% | $2.2M | 60,309 | $2.7M | 72,091 | -11,782-16.34% | Reduce |
 SHOPIFY INCSHOP |
| 2.12% | 2.06% | $1.9M | 17,059 | $2.1M | 17,359 | -300-1.73% | Reduce |
 NETFLIX INCNFLX |
| 1.98% | 3.57% | $1.8M | 25,552 | $3.6M | 37,116 | -11,564-31.16% | Reduce |
 MICROSOFT CORPMSFT |
| 1.65% | 1.35% | $1.5M | 4,060 | $1.3M | 3,646 | +414+11.35% | Add |
 HOME DEPOT INCHD |
| 1.56% | — | $1.4M | 4,075 | $0 | 0 | +4,075 | New Buy |
| NNEXTERA ENERGY INCNEE |
| 1.34% | — | $1.2M | 14,224 | $0 | 0 | +14,224 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 1.06% | 0.77% | $972,222 | 1,326 | $772,844 | 1,339 | -13-0.97% | Reduce |
 INTUITINTU |
| 0.7% | 2.1% | $646,497 | 2,477 | $2.1M | 4,844 | -2,367-48.86% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.31% | — | $283,454 | 593 | $0 | 0 | +593 | New Buy |
 SNAP INCSNAP |
| 0.05% | 0.05% | $47,500 | 10,000 | $46,000 | 10,000 | 00.00% | Unchanged |
 COSTAR GROUP INCCSGP |
| 0.04% | 1.19% | $40,712 | 1,454 | $1.2M | 1,421 | +33+2.32% | Add |
 VERTIV HOLDINGS COVRT |
| 0.01% | — | $6,700 | 20 | $0 | 0 | +20 | New Buy |
