| Adobe Inc | COM | $1.6M | 0.8% | 4,144 SH | |
| Advanced Micro Devices Inc | COM | $2.5M | 1.2% | 24,209 SH | |
| Airbnb Inc | COM CL A | $785K | 0.4% | 6,572 SH | |
| Alphabet Inc | CAP STK CL A | $5.3M | 2.5% | 34,063 SH | |
| Alphabet Inc | CAP STK CL C | $5.1M | 2.4% | 32,455 SH | |
| Amazon.com Inc | COM | $11.7M | 5.6% | 61,289 SH | |
| American Electric Power Co Inc | COM | $874K | 0.4% | 8,002 SH | |
| Amgen Inc | COM | $2.5M | 1.2% | 8,037 SH | |
| Analog Devices Inc | COM | $1.5M | 0.7% | 7,459 SH | |
| ANSYS Inc | COM | $404K | 0.2% | 1,277 SH | |
| Apple Inc | COM | $19.8M | 9.5% | 88,961 SH | |
| Applied Materials Inc | COM | $1.8M | 0.9% | 12,570 SH | |
| AppLovin Corp | COM CL A | $1.1M | 0.5% | 4,186 SH | |
| ARM Holdings PLC | SPONSORED ADS | $192K | 0.1% | 1,801 SH | |
| ASML Holding NV | N Y REGISTRY SHS | $926K | 0.4% | 1,397 SH | |
| AstraZeneca PLC | SPONSORED ADR | $641K | 0.3% | 8,727 SH | |
| Atlassian Corp | CL A | $490K | 0.2% | 2,311 SH | |
| Autodesk Inc | COM | $845K | 0.4% | 3,229 SH | |
| Automatic Data Processing Inc | COM | $1.9M | 0.9% | 6,139 SH | |
| Axon Enterprise Inc | COM | $604K | 0.3% | 1,148 SH | |
| Baker Hughes Co | COM | $645K | 0.3% | 14,665 SH | |
| Biogen Inc | COM | $197K | 0.1% | 1,442 SH | |
| Booking Holdings Inc | COM | $2.4M | 1.1% | 511 SH | |
| Broadcom Inc | COM | $7.0M | 3.4% | 41,922 SH | |
| Cadence Design Systems Inc | COM | $1.0M | 0.5% | 4,063 SH | |
| CDW Corp/DE | COM | $324K | 0.2% | 2,019 SH | |
| Charter Communications Inc | CL A | $787K | 0.4% | 2,136 SH | |
| Cintas Corp | COM | $1.2M | 0.6% | 6,069 SH | |
| Cisco Systems Inc | COM | $3.8M | 1.8% | 60,944 SH | |
| Coca-Cola Europacific Partners PLC | SHS | $588K | 0.3% | 6,755 SH | |
| Cognizant Technology Solutions Corp | CL A | $564K | 0.3% | 7,376 SH | |
| Comcast Corp | CL A | $2.2M | 1.0% | 58,625 SH | |
| Constellation Energy Corp | COM | $949K | 0.5% | 4,705 SH | |
| Copart Inc | COM | $820K | 0.4% | 14,491 SH | |
| CoStar Group Inc | COM | $487K | 0.2% | 6,141 SH | |
| Costco Wholesale Corp | COM | $6.2M | 3.0% | 6,608 SH | |
| Crowdstrike Holdings Inc | CL A | $1.2M | 0.6% | 3,415 SH | |
| CSX Corp | COM | $864K | 0.4% | 29,342 SH | |
| Datadog Inc | CL A COM | $440K | 0.2% | 4,430 SH | |
| Dexcom Inc | COM | $262K | 0.1% | 3,830 SH | |
| Diamondback Energy Inc | COM | $704K | 0.3% | 4,406 SH | |
| DoorDash Inc | CL A | $1.0M | 0.5% | 5,695 SH | |
| Electronic Arts Inc | COM | $559K | 0.3% | 3,868 SH | |
| Exelon Corp | COM | $699K | 0.3% | 15,164 SH | |
| Fastenal Co | COM | $671K | 0.3% | 8,649 SH | |
| Fortinet Inc | COM | $1.1M | 0.5% | 11,645 SH | |
| GE HealthCare Technologies Inc | COMMON STOCK | $543K | 0.3% | 6,729 SH | |
| Gilead Sciences Inc | COM | $2.1M | 1.0% | 18,867 SH | |
| GLOBALFOUNDRIES Inc | ORDINARY SHARES | $183K | 0.1% | 4,951 SH | |
| Honeywell International Inc | COM | $2.1M | 1.0% | 9,819 SH | |
| IDEXX Laboratories Inc | COM | $514K | 0.2% | 1,224 SH | |
| Intel Corp | COM | $964K | 0.5% | 42,459 SH | |
| Intuit Inc | COM | $2.6M | 1.2% | 4,236 SH | |
| Intuitive Surgical Inc | COM NEW | $2.6M | 1.3% | 5,294 SH | |
| Keurig Dr Pepper Inc | COM | $692K | 0.3% | 20,208 SH | |
| KLA CORP | COM NEW | $1.4M | 0.7% | 2,038 SH | |
| Kraft Heinz Co/The | COM | $551K | 0.3% | 18,101 SH | |
| Lam Research Corp | COM | $1.4M | 0.7% | 19,642 SH | |
| Linde PLC | SHS | $3.4M | 1.6% | 7,249 SH | |
| Lululemon Athletica Inc | COM | $502K | 0.2% | 1,773 SH | |
| Marriott International Inc/MD | CL A | $1.0M | 0.5% | 4,245 SH | |
| MARVELL TECHNOLOGY INC | COM | $799K | 0.4% | 12,982 SH | |
| MercadoLibre Inc | COM | $1.5M | 0.7% | 770 SH | |
| Meta Platforms Inc | CL A | $7.0M | 3.4% | 12,137 SH | |
| Microchip Technology Inc | COM | $244K | 0.1% | 5,038 SH | |
| Micron Technology Inc | COM | $1.4M | 0.7% | 16,623 SH | |
| Microsoft Corp | COM | $16.4M | 7.9% | 43,663 SH | |
| MicroStrategy Inc | CL A NEW | $865K | 0.4% | 3,002 SH | |
| Mondelez International Inc | CL A | $1.4M | 0.7% | 20,138 SH | |
| MongoDB Inc | CL A | $120K | 0.1% | 682 SH | |
| Monster Beverage Corp | COM | $856K | 0.4% | 14,631 SH | |
| Netflix Inc | COM | $5.8M | 2.8% | 6,262 SH | |
| NVIDIA Corp | COM | $15.3M | 7.3% | 140,857 SH | |
| NXP Semiconductors NV | COM | $729K | 0.3% | 3,833 SH | |
| O'Reilly Automotive Inc | COM | $1.3M | 0.6% | 882 SH | |
| Old Dominion Freight Line Inc | COM | $529K | 0.3% | 3,200 SH | |
| ON Semiconductor Corp | COM | $156K | 0.1% | 3,827 SH | |
| PACCAR Inc | COM | $775K | 0.4% | 7,958 SH | |
| Palantir Technologies Inc | CL A | $2.7M | 1.3% | 32,349 SH | |
| Palo Alto Networks Inc | COM | $1.7M | 0.8% | 9,750 SH | |
| Paychex Inc | COM | $842K | 0.4% | 5,455 SH | |
| PayPal Holdings Inc | COM | $1.0M | 0.5% | 15,419 SH | |
| PDD Holdings Inc | SPONSORED ADS | $754K | 0.4% | 6,371 SH | |
| PepsiCo Inc | COM | $3.1M | 1.5% | 20,865 SH | |
| QUALCOMM Inc | COM | $2.6M | 1.2% | 16,776 SH | |
| Regeneron Pharmaceuticals Inc | COM | $664K | 0.3% | 1,047 SH | |
| Roper Technologies Inc | COM | $955K | 0.5% | 1,620 SH | |
| Ross Stores Inc | COM | $638K | 0.3% | 4,996 SH | |
| Starbucks Corp | COM | $1.1M | 0.5% | 10,944 SH | |
| Synopsys Inc | COM | $974K | 0.5% | 2,271 SH | |
| T-Mobile US Inc | COM | $4.7M | 2.3% | 17,755 SH | |
| Take-Two Interactive Software Inc | COM | $533K | 0.3% | 2,570 SH | |
| Tesla Inc | COM | $5.5M | 2.7% | 21,351 SH | |
| Texas Instruments Inc | COM | $2.5M | 1.2% | 14,027 SH | |
| Trade Desk Inc/The | COM CL A | $355K | 0.2% | 6,491 SH | |
| Verisk Analytics Inc | COM | $619K | 0.3% | 2,081 SH | |
| Vertex Pharmaceuticals Inc | COM | $1.9M | 0.9% | 3,999 SH | |
| Warner Bros Discovery Inc | COM SER A | $387K | 0.2% | 36,065 SH | |
| Workday Inc | CL A | $748K | 0.4% | 3,202 SH | |
| Xcel Energy Inc | COM | $601K | 0.3% | 8,491 SH | |
| Zscaler Inc | COM | $441K | 0.2% | 2,225 SH | |