 APPLIED MATLS INCAMAT |
| 7.41% | 0.15% | $20.1M | 27,775 | $308,636 | 903 | +26,872+2,975.86% | Add |
 LAM RESEARCH CORPLRCX |
| 6.79% | 4.48% | $18.4M | 42,462 | $9.4M | 47,009 | -4,547-9.67% | Reduce |
 ALPHABET INCGOOGL |
| 4.59% | 5.26% | $12.5M | 34,845 | $11.1M | 40,075 | -5,230-13.05% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.59% | 5.64% | $12.4M | 62,174 | $11.9M | 70,733 | -8,559-12.10% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.38% | 1.14% | $11.9M | 24,891 | $2.4M | 7,589 | +17,302+227.99% | Add |
 MICROSOFT CORPMSFT |
| 4.25% | 4.77% | $11.5M | 30,876 | $10.0M | 27,779 | +3,097+11.15% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 4.21% | 4.54% | $11.4M | 22,969 | $9.5M | 21,523 | +1,446+6.72% | Add |
 VISA INCV |
| 4.12% | 4.87% | $11.2M | 32,595 | $10.3M | 34,207 | -1,612-4.71% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 3.74% | — | $10.1M | 76,249 | $0 | 0 | +76,249 | New Buy |
 TJX COS INC NEWTJX |
| 3.53% | 0.12% | $9.6M | 63,106 | $244,501 | 1,531 | +61,575+4,021.88% | Add |
 NETFLIX INCNFLX |
| 2.97% | 5.85% | $8.0M | 112,680 | $12.3M | 132,111 | -19,431-14.71% | Reduce |
 CME GROUP INCCME |
| 2.89% | 4.99% | $7.8M | 35,435 | $10.5M | 35,279 | +156+0.44% | Add |
| EEMBRAER S.A.FGM |
| 2.34% | 0.76% | $6.4M | 99,643 | $1.6M | 28,757 | +70,886+246.50% | Add |
 ARISTA NETWORKS INCANET |
| 2.32% | 2.71% | $6.3M | 36,972 | $5.7M | 48,933 | -11,961-24.44% | Reduce |
 FORTINET INCFTNT |
| 1.98% | 0.82% | $5.4M | 34,990 | $1.7M | 21,772 | +13,218+60.71% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 1.96% | 3.47% | $5.3M | 23,700 | $7.3M | 35,544 | -11,844-33.32% | Reduce |
 MEDPACE HLDGS INCMEDP |
| 1.85% | 2.56% | $5.0M | 9,448 | $5.4M | 11,680 | -2,232-19.11% | Reduce |
 PAYPAL HLDGS INC COMPYPL |
| 1.77% | — | $4.8M | 111,184 | $0 | 0 | +111,184 | New Buy |
 INFOSYS LTDINFY |
| 1.48% | 3.09% | $4.0M | 381,803 | $6.5M | 491,038 | -109,235-22.25% | Reduce |
 WW GRAINGER INCGWW |
| 1.44% | 2.1% | $3.9M | 2,877 | $4.4M | 4,176 | -1,299-31.11% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 1.43% | — | $3.9M | 1,957 | $0 | 0 | +1,957 | New Buy |
 ADOBE INC COMADBE |
| 1.38% | 3.09% | $3.7M | 18,264 | $6.5M | 26,901 | -8,637-32.11% | Reduce |
 APPLE INCAAPL |
| 1.17% | 1.33% | $3.2M | 11,011 | $2.8M | 11,011 | 00.00% | Unchanged |
 CINTAS CORP COMCTAS |
| 1.09% | 2.34% | $2.9M | 17,300 | $4.9M | 29,143 | -11,843-40.64% | Reduce |
| TTERADYNE INCTER |
| 1.03% | 1.03% | $2.8M | 5,788 | $2.2M | 7,806 | -2,018-25.85% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.95% | 2.63% | $2.6M | 20,786 | $5.5M | 27,978 | -7,192-25.71% | Reduce |
 CBOE GLOBAL MKTS INCCBOE |
| 0.94% | 1.55% | $2.6M | 10,543 | $3.3M | 11,568 | -1,025-8.86% | Reduce |
| SSEA LTD SPONSORD ADSSE |
| 0.85% | — | $2.3M | 24,049 | $0 | 0 | +24,049 | New Buy |
 IDEXX LABS INC COMIDXX |
| 0.72% | 1.76% | $2.0M | 3,720 | $3.7M | 6,640 | -2,920-43.98% | Reduce |
 AMERIPRISE FINL INCAMP |
| 0.7% | — | $1.9M | 4,115 | $0 | 0 | +4,115 | New Buy |
 AMAZON COM INCAMZN |
| 0.67% | 0.76% | $1.8M | 7,633 | $1.6M | 7,633 | 00.00% | Unchanged |
 WILLIAMS SONOMA INCWSM |
| 0.67% | 1.01% | $1.8M | 7,784 | $2.1M | 11,984 | -4,200-35.05% | Reduce |
| GGARMIN LTD SHSGRMN |
| 0.54% | 0.84% | $1.5M | 6,115 | $1.8M | 7,791 | -1,676-21.51% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.51% | 0.82% | $1.4M | 10,178 | $1.7M | 10,178 | 00.00% | Unchanged |
 NU HLDGS LTDNU |
| 0.51% | 0.7% | $1.4M | 103,243 | $1.5M | 102,297 | +946+0.92% | Add |
 AUTODESK INCADSK |
| 0.51% | — | $1.4M | 7,080 | $0 | 0 | +7,080 | New Buy |
 BROADCOM INCAVGO |
| 0.49% | 0.52% | $1.3M | 3,513 | $1.1M | 3,513 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.42% | 0.16% | $1.1M | 987 | $333,448 | 987 | 00.00% | Unchanged |
 F5 INCFFIV |
| 0.39% | 0.57% | $1.1M | 2,551 | $1.2M | 4,301 | -1,750-40.69% | Reduce |
 NEWMONT CORPNEM |
| 0.39% | 0.2% | $1.0M | 11,206 | $414,814 | 3,832 | +7,374+192.43% | Add |
 CHEVRON CORPORATIONCVX |
| 0.37% | 0.59% | $992,405 | 5,987 | $1.2M | 5,987 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.36% | 0.41% | $967,380 | 2,300 | $855,025 | 2,300 | 00.00% | Unchanged |
 GRACO INCGGG |
| 0.35% | 0.51% | $948,754 | 12,548 | $1.1M | 12,548 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 0.34% | 0.44% | $919,289 | 1,632 | $933,716 | 1,632 | 00.00% | Unchanged |
 AVALONBAY CMNTYS INC REITAVB |
| 0.34% | 0.38% | $914,392 | 4,846 | $791,594 | 4,846 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 0.31% | 0.14% | $828,959 | 1,427 | $290,295 | 1,427 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.29% | 0.25% | $795,480 | 747 | $529,220 | 747 | 00.00% | Unchanged |
| DDECKERS OUTDOOR CORPSGVT |
| 0.29% | 0.72% | $784,093 | 7,897 | $1.5M | 15,846 | -7,949-50.16% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.29% | 0.36% | $776,379 | 5,731 | $757,524 | 5,731 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.28% | 0.44% | $762,837 | 636 | $923,666 | 1,018 | -382-37.52% | Reduce |
