| Abbott Laboratories | COM | $2.7M | 0.1%Prev: 0.0% | 21,364 SH | Increased+2,315 SH |
| AbbVie Inc. | COM | $439K | 0.0%Prev: 0.0% | 1,923 SH | Decreased |
| Advanced Micro Devices, Inc. | COM | $117.9M | 2.6%Prev: 4.9% | 550,483 SH | Decreased+201,774 SH |
| Alphabet Inc. Class A | COM | $78.8M | 1.8%Prev: 1.7% | 251,637 SH | Increased+30,007 SH |
| Alphabet Inc. Class C | COM | $186.9M | 4.2%Prev: 4.3% | 595,660 SH | Increased+49,094 SH |
| Amazon.com, Inc. | COM | $195.1M | 4.3%Prev: 3.5% | 845,418 SH | Increased+227,853 SH |
| American Express Company | COM | $629K | 0.0%Prev: 0.0% | 1,700 SH | Increased+100 SH |
| Amgen Inc. | COM | $3.3M | 0.1%Prev: 0.1% | 9,959 SH | Decreased-503 SH |
| Amphenol Corporation | COM | $24.0M | 0.5%Prev: 0.7% | 177,935 SH | Decreased-174,260 SH |
| AppFolio, Inc. | COM | $5.5M | 0.1%Prev: 0.3% | 23,800 SH | Decreased-33,500 SH |
| Apple Inc. | COM | $136.5M | 3.0%Prev: 3.8% | 501,917 SH | Decreased-2,705 SH |
| Applied Materials, Inc. | COM | $18.0M | 0.4%Prev: 1.0% | 70,000 SH | Decreased-16,800 SH |
| AppLovin Corporation, Class A | COM | $52.7M | 1.2%Prev: 0.1% | 78,160 SH | Increased+69,109 SH |
| Arcutis Biotherapeutics, Inc. | COM | $12.1M | 0.3% | 418,035 SH | New |
| Ares Management Corporation | COM | $18.2M | 0.4% | 112,431 SH | New |
| Arista Networks Inc | COM | $32.2M | 0.7%Prev: 1.2% | 245,400 SH | Decreased-8,695 SH |
| Arm Holdings Plc | COM | $6.1M | 0.1%Prev: 0.4% | 55,690 SH | Decreased-7,255 SH |
| ASML Holding N.V. | COM | $14.1M | 0.3%Prev: 0.5% | 13,222 SH | Decreased |
| Axon Enterprise, Inc. | COM | $192.3M | 4.3%Prev: 2.1% | 338,666 SH | Increased+120,790 SH |
| Beta Bionics Inc | COM | $407K | 0.0% | 13,350 SH | New |
| BlackRock, Inc. | COM | $4.9M | 0.1%Prev: 0.1% | 4,596 SH | Decreased-453 SH |
| Blackstone Inc. | COM | $2.5M | 0.1%Prev: 0.0% | 16,185 SH | Increased+1,730 SH |
| Bloom Energy Corporation | COM | $6.5M | 0.1%Prev: 0.2% | 75,375 SH | Decreased+40,985 SH |
| Booking Holdings Inc. | COM | $12.9M | 0.3%Prev: 0.1% | 2,405 SH | Increased-21,535 SH |
| Broadcom Inc. | COM | $108.2M | 2.4%Prev: 2.6% | 312,560 SH | Decreased-6,440 SH |
| Broadridge Financial Solutions | COM | $5.1M | 0.1%Prev: 0.0% | 23,040 SH | Increased+21,245 SH |
| Cadence Design Systems, Inc. | COM | $12.5M | 0.3%Prev: 0.5% | 40,060 SH | Decreased-24,940 SH |
| Caris Life Sciences, Inc. | COM | $14.7M | 0.3%Prev: 0.5% | 543,185 SH | Decreased-176,412 SH |
| Cintas Corporation | COM | $3.9M | 0.1%Prev: 0.1% | 20,850 SH | Decreased+150 SH |
| Cisco Systems, Inc. | COM | $1.3M | 0.0%Prev: 0.0% | 16,310 SH | Decreased+405 SH |
| Costco Wholesale Corporation | COM | $7.0M | 0.2%Prev: 0.2% | 8,163 SH | Decreased-140 SH |
| Credo Technology Group Holding | COM | $28.1M | 0.6%Prev: 1.9% | 195,247 SH | Decreased-223,744 SH |
| CrowdStrike Holdings, Inc. | COM | $95.2M | 2.1%Prev: 2.9% | 203,113 SH | Decreased-275,126 SH |
| D. R. Horton, Inc. | COM | $225K | 0.0%Prev: 0.0% | 1,565 SH | Increased |
| Datadog, Inc. | COM | $26.2M | 0.6%Prev: 1.0% | 192,715 SH | Decreased+32,130 SH |
| Deere & Company | COM | $1.8M | 0.0%Prev: 0.1% | 3,785 SH | Decreased-1,030 SH |
| Dell Technologies Inc. | COM | $14.1M | 0.3%Prev: 1.1% | 111,870 SH | Decreased+22,840 SH |
| DraftKings Inc. | COM | $6.6M | 0.1%Prev: 0.1% | 190,290 SH | Increased+74,550 SH |
| Ecolab Inc. | COM | $1.6M | 0.0%Prev: 0.0% | 6,070 SH | Decreased-555 SH |
| Exact Sciences Corporation | COM | $30.8M | 0.7% | 302,777 SH | New |
| Insulet Corporation | COM | $32.1M | 0.7% | 113,083 SH | New |
| Intuit Inc. | COM | $17.1M | 0.4% | 25,781 SH | New |
| iShares MSCI KLD 400 Social | COM | $783K | 0.0%Prev: 0.0% | 6,075 SH | Decreased |
| Johnson & Johnson | COM | $2.3M | 0.1%Prev: 0.1% | 10,964 SH | Decreased-175 SH |
| JPMorgan Chase & Co. | COM | $9.3M | 0.2%Prev: 0.2% | 28,748 SH | Decreased-515 SH |
| Karman Holdings Inc. | COM | $39.5M | 0.9%Prev: 0.5% | 539,600 SH | Increased-175,145 SH |
| KLA Corporation | COM | $18.2M | 0.4%Prev: 0.7% | 15,000 SH | Decreased-149,090 SH |
| Kraken Robotics Inc | COM | $273K | 0.0%Prev: 0.0% | 58,500 SH | Decreased-294,760 SH |
| LGI HOMES, INC. | COM | $264K | 0.0%Prev: 0.0% | 6,150 SH | Decreased |
| Makemytrip Limited | COM | $5.2M | 0.1% | 63,785 SH | New |
| MercadoLibre, Inc. | COM | $184.4M | 4.1%Prev: 2.2% | 91,540 SH | Increased+36,421 SH |
| Meta Platforms, Inc. | COM | $219.3M | 4.9%Prev: 3.5% | 332,284 SH | Increased+122,221 SH |
| Micron Technology, Inc. | COM | $76.2M | 1.7%Prev: 3.5% | 266,850 SH | Decreased+122,350 SH |
| Microsoft Corporation | COM | $152.0M | 3.4%Prev: 6.1% | 314,367 SH | Decreased-202,742 SH |
| Mirion Technologies, Inc. | COM | $5.2M | 0.1% | 221,300 SH | New |
| MongoDB, Inc. | COM | $12.6M | 0.3%Prev: 0.3% | 30,000 SH | Decreased-12,100 SH |
| Monolithic Power Systems, Inc. | COM | $73.8M | 1.6%Prev: 2.3% | 81,378 SH | Decreased+6,642 SH |
| Natera, Inc. | COM | $74.1M | 1.6%Prev: 2.2% | 323,571 SH | Decreased+96,127 SH |
| Nebius Group N.V. | COM | $3.5M | 0.1%Prev: 0.1% | 42,250 SH | Decreased+18,200 SH |
| Netflix, Inc. | COM | $72.5M | 1.6%Prev: 0.2% | 773,275 SH | Increased+666,740 SH |
| Nextera Energy, Inc. | COM | $731K | 0.0%Prev: 0.0% | 9,108 SH | Decreased-17,342 SH |
| NVIDIA Corporation | COM | $439.4M | 9.8%Prev: 9.2% | 2,356,246 SH | Increased+590,522 SH |
| NXP Semiconductors N.V. | COM | $5.7M | 0.1%Prev: 0.5% | 26,400 SH | Decreased-59,700 SH |
| On Holding AG | COM | $22.4M | 0.5%Prev: 0.2% | 482,648 SH | Increased+235,978 SH |
| Oracle Corporation | COM | $30.7M | 0.7%Prev: 0.2% | 157,705 SH | Increased+99,815 SH |
| PACCAR Inc | COM | $3.1M | 0.1%Prev: 0.1% | 28,606 SH | Decreased-601 SH |
| Palo Alto Networks, Inc. | COM | $53.3M | 1.2%Prev: 0.9% | 289,228 SH | Increased+195,318 SH |
| Paychex, Inc. | COM | $2.4M | 0.1% | 21,173 SH | New |
| Pinterest, Inc. | COM | $9.6M | 0.2% | 370,905 SH | New |
| Planet Labs PBC | COM | $444K | 0.0% | 22,500 SH | New |
| QUALCOMM Incorporated | COM | $21.5M | 0.5%Prev: 0.3% | 125,647 SH | Increased+47,460 SH |
| Quanta Services, Inc. | COM | $43.4M | 1.0%Prev: 1.4% | 102,908 SH | Decreased+5,045 SH |
| Quest Diagnostics Incorporated | COM | $1.8M | 0.0%Prev: 0.1% | 10,420 SH | Decreased-1,905 SH |
| Reddit, Inc. Class A | COM | $3.7M | 0.1%Prev: 0.0% | 16,050 SH | Increased+800 SH |
| Rivian Automotive, Inc. | COM | $3.5M | 0.1%Prev: 0.0% | 177,205 SH | Increased+98,820 SH |
| Rocket Lab Corporation | COM | $76.1M | 1.7%Prev: 1.9% | 1,090,798 SH | Decreased-121,362 SH |
| Salesforce, Inc. | COM | $4.6M | 0.1% | 17,400 SH | New |
| Samsara Inc. | COM | $30.6M | 0.7%Prev: 0.6% | 863,551 SH | Increased+129,314 SH |
| ServiceNow, Inc. | COM | $93.6M | 2.1%Prev: 0.4% | 610,885 SH | Increased+490,655 SH |
| ServiceTitan, Inc. Class A | COM | $4.3M | 0.1% | 40,200 SH | New |
| Shopify Inc. | COM | $269.6M | 6.0%Prev: 3.6% | 1,674,737 SH | Increased+610,716 SH |
| Snowflake Inc. | COM | $95.6M | 2.1%Prev: 2.8% | 435,633 SH | Decreased+74,117 SH |
| Spdr Dow Jones Industrial Avrg | COM | $312K | 0.0% | 650 SH | New |
| SPDR S&P 500 ETF Trust | COM | $2.7M | 0.1% | 3,929 SH | New |
| Sportradar Group Ag | COM | $5.4M | 0.1% | 228,600 SH | New |
| Spotify Technology S.A. | COM | $55.2M | 1.2%Prev: 0.4% | 95,052 SH | Increased+63,535 SH |
| Starbucks Corporation | COM | $855K | 0.0%Prev: 0.0% | 10,152 SH | Decreased-280 SH |
| Symbotic Inc. | COM | $5.3M | 0.1%Prev: 0.0% | 88,750 SH | Increased+44,590 SH |
| Tesla, Inc. | COM | $312.2M | 6.9%Prev: 4.2% | 694,114 SH | Increased+172,129 SH |
| The Home Depot, Inc. | COM | $3.8M | 0.1%Prev: 0.1% | 10,987 SH | Increased |
| The Progressive Corporation | COM | $4.0M | 0.1%Prev: 0.1% | 17,705 SH | Increased+355 SH |
| The Trade Desk, Inc. | COM | $46.3M | 1.0% | 1,220,465 SH | New |
| The Walt Disney Company | COM | $736K | 0.0%Prev: 0.0% | 6,473 SH | Increased+1,385 SH |
| Toast, Inc. | COM | $65.9M | 1.5%Prev: 1.3% | 1,854,996 SH | Increased-83,740 SH |
| Tractor Supply Company | COM | $907K | 0.0% | 18,130 SH | New |
| TransMedics Group, Inc. | COM | $34.1M | 0.8%Prev: 0.5% | 280,178 SH | Increased+12,896 SH |
| Uber Technologies, Inc. | COM | $80.0M | 1.8%Prev: 0.6% | 979,377 SH | Increased+614,994 SH |
| Veeva Systems Inc. | COM | $33.4M | 0.7%Prev: 0.7% | 149,654 SH | Increased+39,923 SH |
| Vertiv Holdings Co | COM | $56.1M | 1.2% | 346,575 SH | New |
| Visa Inc. | COM | $15.1M | 0.3%Prev: 0.6% | 43,163 SH | Decreased-33,235 SH |
| Waste Management, Inc. | COM | $2.4M | 0.1%Prev: 0.1% | 10,880 SH | Decreased-2,057 SH |
| Wingstop Inc. | COM | $30.8M | 0.7% | 129,055 SH | New |
| Xometry, Inc. | COM | $357K | 0.0%Prev: 0.7% | 6,000 SH | Decreased-291,552 SH |
| Zillow Group, Inc. Class C | COM | $42.1M | 0.9% | 617,563 SH | New |
| Zoetis Inc. | COM | $1.8M | 0.0% | 14,545 SH | New |