 MICROSOFT CORPMSFT |
| 8.68% | 8.31% | $199.0M | 445,256 | $193.0M | 458,769 | -13,513-2.95% | Reduce |
 AMAZON COM INCAMZN |
| 8.62% | 8.49% | $197.6M | 1.0M | $197.1M | 1.1M | -69,852-6.39% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.32% | 7.56% | $167.8M | 1.4M | $175.6M | 194,327 | +1.2M+599.11% | Add |
 VISA INCV |
| 5.66% | 6.31% | $129.8M | 494,500 | $146.5M | 525,090 | -30,590-5.83% | Reduce |
 ALPHABET INCGOOGL |
| 4.76% | 4.48% | $109.2M | 599,584 | $103.9M | 688,678 | -89,094-12.94% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.41% | 3.85% | $101.2M | 582,278 | $89.5M | 658,004 | -75,726-11.51% | Reduce |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 3.64% | 3.57% | $83.6M | 776,241 | $82.8M | 635,932 | +140,309+22.06% | Add |
 MASTERCARD INCORPORATEDMA |
| 3.59% | 3.79% | $82.5M | 186,894 | $88.0M | 182,826 | +4,068+2.23% | Add |
 ACCENTURE PLC IRELANDACN |
| 3.13% | 3.47% | $71.7M | 236,394 | $80.6M | 232,545 | +3,849+1.66% | Add |
 LINDE PLCLIN |
| 2.97% | 3% | $68.2M | 155,431 | $69.8M | 150,267 | +5,164+3.44% | Add |
 STRYKER CORPORATIONSYK |
| 2.72% | 2.69% | $62.3M | 183,058 | $62.5M | 174,760 | +8,298+4.75% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.7% | 2.71% | $61.9M | 111,877 | $62.9M | 108,210 | +3,667+3.39% | Add |
 DATADOG INCDDOG |
| 2.66% | 1.78% | $61.0M | 470,297 | $41.3M | 334,520 | +135,777+40.59% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.59% | 2.35% | $59.5M | 155,242 | $54.5M | 170,079 | -14,837-8.72% | Reduce |
 SERVICENOW INCNOW |
| 2.5% | 2.17% | $57.3M | 72,782 | $50.3M | 65,975 | +6,807+10.32% | Add |
| BBECTON DICKINSON & CO COMBDX |
| 1.83% | — | $42.0M | 179,719 | $0 | 0 | +179,719 | New Buy |
 ZSCALER INCZS |
| 1.77% | 1.71% | $40.6M | 211,000 | $39.7M | 206,230 | +4,770+2.31% | Add |
 PALO ALTOPANW |
| 1.75% | 1.61% | $40.1M | 118,195 | $37.4M | 131,743 | -13,548-10.28% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 1.72% | 1.58% | $39.5M | 24,055 | $36.7M | 24,300 | -245-1.01% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 1.72% | 1.8% | $39.5M | 427,971 | $41.8M | 437,942 | -9,971-2.28% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.61% | 0.87% | $36.9M | 117,448 | $20.1M | 76,160 | +41,288+54.21% | Add |
 BROADCOM INCAVGO |
| 1.51% | 1.22% | $34.7M | 21,598 | $28.4M | 21,400 | +198+0.93% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.36% | 1.51% | $31.2M | 230,600 | $35.0M | 216,300 | +14,300+6.61% | Add |
 CLOUDFLARE INCNET |
| 1.35% | 1.6% | $30.9M | 372,600 | $37.0M | 382,600 | -10,000-2.61% | Reduce |
 ELI LILLY & COLLY |
| 1.28% | 1.13% | $29.4M | 32,500 | $26.3M | 33,830 | -1,330-3.93% | Reduce |
| CCONFLUENT INC CLASS A COM8QR |
| 1.24% | 1.03% | $28.5M | 966,200 | $23.8M | 780,200 | +186,000+23.84% | Add |
 CAMTEK LTDCAMT |
| 1.24% | 0.85% | $28.5M | 227,400 | $19.8M | 236,400 | -9,000-3.81% | Reduce |
 TESLA INCTSLA |
| 1.19% | 1.03% | $27.4M | 138,376 | $24.0M | 136,276 | +2,100+1.54% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.11% | 0.9% | $25.4M | 1.0M | $21.0M | 911,300 | +93,200+10.23% | Add |
 SALESFORCE INCCRM |
| 0.97% | 1.11% | $22.3M | 86,700 | $25.8M | 85,600 | +1,100+1.29% | Add |
 MONGODB INC CL AMDB |
| 0.85% | — | $19.5M | 78,000 | $0 | 0 | +78,000 | New Buy |
 ENPHASE ENERGY INC COMENPH |
| 0.83% | 1.08% | $18.9M | 190,000 | $25.2M | 208,000 | -18,000-8.65% | Reduce |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 0.82% | 0.85% | $18.8M | 234,539 | $19.8M | 214,112 | +20,427+9.54% | Add |
 ADOBE INC COMADBE |
| 0.7% | 0.68% | $16.2M | 29,100 | $15.8M | 31,300 | -2,200-7.03% | Reduce |
 EOG RES INCEOG |
| 0.62% | 0.39% | $14.2M | 113,000 | $8.9M | 70,000 | +43,000+61.43% | Add |
 SHOPIFY INCSHOP |
| 0.61% | 0.92% | $14.1M | 213,000 | $21.4M | 277,100 | -64,100-23.13% | Reduce |
 ORACLE CORPORCL |
| 0.58% | 2.96% | $13.3M | 94,314 | $68.7M | 546,831 | -452,517-82.75% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.57% | — | $13.2M | 152,000 | $0 | 0 | +152,000 | New Buy |
 Pdd Holdings Inc ADRPDD |
| 0.48% | 0.5% | $11.1M | 83,500 | $11.6M | 99,500 | -16,000-16.08% | Reduce |
| DDIGITALOCEAN HLDGS INCDOCN |
| 0.44% | 0.78% | $10.0M | 288,800 | $18.2M | 476,800 | -188,000-39.43% | Reduce |
| DDYNATRACE INCDT |
| 0.32% | 0.53% | $7.4M | 164,930 | $12.2M | 262,739 | -97,809-37.23% | Reduce |
 Nice Ltd ADRNICE |
| 0.27% | 0.58% | $6.3M | 36,631 | $13.4M | 51,432 | -14,801-28.78% | Reduce |
 THE TRADE DESK INCTTD |
| 0.25% | 0.24% | $5.8M | 59,121 | $5.5M | 63,286 | -4,165-6.58% | Reduce |
 VEEVA SYS INCVEEV |
| 0.25% | 0.54% | $5.7M | 31,048 | $12.6M | 54,289 | -23,241-42.81% | Reduce |
| RROCKET LAB CORP COMRKLB |
| 0.24% | 0.19% | $5.5M | 1.2M | $4.3M | 1.1M | +98,643+9.37% | Add |
 CBOE GLOBAL MKTS INCCBOE |
| 0.23% | 0.37% | $5.3M | 31,273 | $8.5M | 46,389 | -15,116-32.59% | Reduce |
 COOPER COS INCCOO |
| 0.22% | 0.17% | $5.1M | 58,645 | $3.8M | 37,893 | +20,752+54.76% | Add |
 DANAHER CORP DEL COMDHR |
| 0.21% | 0.25% | $4.9M | 19,433 | $5.8M | 23,045 | -3,612-15.67% | Reduce |
 CREDICORP LTDBAP |
| 0.2% | 0.25% | $4.7M | 29,014 | $5.9M | 34,889 | -5,875-16.84% | Reduce |
| FFACTSET RESH SYS INCFDS |
| 0.18% | 0.34% | $4.1M | 10,049 | $7.8M | 17,234 | -7,185-41.69% | Reduce |
