| Abbott Laboratories | COM | $2.9M | 0.1%Prev: 0.1% | 21,009 SH | Increased-770 SH |
| AbbVie Inc. | COM | $357K | 0.0%Prev: 0.0% | 1,923 SH | Decreased |
| Accenture plc | COM | $638K | 0.0% | 2,133 SH | New |
| Adobe Inc. | COM | $9.6M | 0.2% | 24,900 SH | New |
| Advanced Micro Devices, Inc. | COM | $84.6M | 1.6%Prev: 3.3% | 595,989 SH | Decreased+36,271 SH |
| Airbnb, Inc. | COM | $34.9M | 0.7% | 263,569 SH | New |
| Alphabet Inc. Class A | COM | $726K | 0.0%Prev: 1.9% | 4,120 SH | Decreased-222,660 SH |
| Alphabet Inc. Class C | COM | $112.9M | 2.2%Prev: 4.5% | 636,235 SH | Decreased+89,754 SH |
| Amazon.com, Inc. | COM | $244.8M | 4.8%Prev: 3.8% | 1,115,625 SH | Increased+482,335 SH |
| American Express Company | COM | $542K | 0.0%Prev: 0.0% | 1,700 SH | Increased |
| Amgen Inc. | COM | $2.8M | 0.1%Prev: 0.1% | 9,854 SH | Decreased-145 SH |
| Amphenol Corporation | COM | $17.4M | 0.3%Prev: 0.6% | 175,790 SH | Decreased-2,145 SH |
| AppFolio, Inc. | COM | $4.6M | 0.1%Prev: 0.2% | 20,000 SH | Decreased-18,300 SH |
| Apple Inc. | COM | $97.6M | 1.9%Prev: 3.7% | 475,911 SH | Decreased-25,904 SH |
| Applied Materials, Inc. | COM | $12.8M | 0.3%Prev: 0.8% | 70,000 SH | Decreased-8,800 SH |
| Ares Management Corporation | COM | $26.0M | 0.5%Prev: 0.0% | 149,829 SH | Increased+147,636 SH |
| Arista Networks Inc | COM | $25.1M | 0.5%Prev: 0.9% | 245,400 SH | Decreased-8,500 SH |
| Arm Holdings Plc | COM | $77.2M | 1.5%Prev: 0.2% | 477,289 SH | Increased+420,189 SH |
| ASML Holding N.V. | COM | $10.8M | 0.2%Prev: 0.5% | 13,472 SH | Decreased+250 SH |
| Axon Enterprise, Inc. | COM | $324.1M | 6.3%Prev: 3.5% | 391,441 SH | Increased+103,230 SH |
| BlackRock, Inc. | COM | $4.5M | 0.1%Prev: 0.1% | 4,288 SH | Increased-351 SH |
| Blackstone Inc. | COM | $2.5M | 0.0%Prev: 0.1% | 16,505 SH | Increased+705 SH |
| Bloom Energy Corp | COM | $2.8M | 0.1% | 118,200 SH | New |
| Booking Holdings Inc. | COM | $17.7M | 0.3%Prev: 0.1% | 3,056 SH | Increased+1,924 SH |
| Broadcom Inc. | COM | $86.0M | 1.7%Prev: 2.8% | 312,100 SH | Decreased-460 SH |
| Broadridge Financial Solutions | COM | $5.6M | 0.1%Prev: 0.0% | 23,045 SH | Increased+20,900 SH |
| Cadence Design Systems, Inc. | COM | $12.3M | 0.2%Prev: 0.5% | 40,060 SH | Decreased-24,940 SH |
| Cava Group Inc | COM | $335K | 0.0% | 3,975 SH | New |
| Cintas Corporation | COM | $4.5M | 0.1%Prev: 0.1% | 19,985 SH | Increased-1,135 SH |
| Cisco Systems, Inc. | COM | $1.1M | 0.0%Prev: 0.0% | 15,545 SH | Decreased-870 SH |
| Clearwater Analytics Holdings, | COM | $30.0M | 0.6% | 1,366,580 SH | New |
| Costco Wholesale Corporation | COM | $8.0M | 0.2%Prev: 0.2% | 8,130 SH | Decreased-118 SH |
| Credo Technology Group Holding | COM | $8.6M | 0.2%Prev: 1.1% | 93,100 SH | Decreased-309,861 SH |
| CrowdStrike Holdings, Inc. | COM | $133.7M | 2.6%Prev: 1.7% | 262,569 SH | Increased+115,481 SH |
| CyberArk Software Ltd. | COM | $27.1M | 0.5% | 66,657 SH | New |
| D. R. Horton, Inc. | COM | $202K | 0.0%Prev: 0.0% | 1,565 SH | Decreased |
| Datadog, Inc. | COM | $28.2M | 0.5%Prev: 0.6% | 209,785 SH | Increased+45,790 SH |
| Deere & Company | COM | $1.6M | 0.0%Prev: 0.1% | 3,210 SH | Decreased-1,180 SH |
| Dell Technologies Inc. | COM | $13.7M | 0.3%Prev: 0.5% | 111,620 SH | Decreased+7,830 SH |
| DexCom, Inc. | COM | $54.4M | 1.1% | 623,335 SH | New |
| DraftKings Inc. | COM | $9.2M | 0.2%Prev: 0.1% | 214,490 SH | Increased+97,950 SH |
| e.l.f. Beauty, Inc. | COM | $62.6M | 1.2% | 502,786 SH | New |
| Ecolab Inc. | COM | $1.5M | 0.0%Prev: 0.0% | 5,690 SH | Decreased-540 SH |
| Exact Sciences Corporation | COM | $54.1M | 1.1% | 1,018,183 SH | New |
| HubSpot, Inc. | COM | $22.2M | 0.4% | 39,910 SH | New |
| Intuit Inc. | COM | $20.2M | 0.4%Prev: 0.3% | 25,706 SH | Increased+260 SH |
| iShares MSCI KLD 400 Social | COM | $706K | 0.0%Prev: 0.0% | 6,075 SH | Decreased |
| Johnson & Johnson | COM | $1.6M | 0.0%Prev: 0.1% | 10,739 SH | Decreased-425 SH |
| JPMorgan Chase & Co. | COM | $8.6M | 0.2%Prev: 0.2% | 29,538 SH | Increased+545 SH |
| KLA Corporation | COM | $13.4M | 0.3%Prev: 0.6% | 15,000 SH | Decreased |
| MercadoLibre, Inc. | COM | $291.2M | 5.7%Prev: 3.6% | 111,405 SH | Increased+39,779 SH |
| Meta Platforms, Inc. | COM | $297.4M | 5.8%Prev: 3.7% | 402,922 SH | Increased+177,909 SH |
| Micron Technology, Inc. | COM | $37.4M | 0.7%Prev: 1.9% | 303,150 SH | Decreased+111,200 SH |
| Microsoft Corporation | COM | $158.9M | 3.1%Prev: 3.3% | 319,428 SH | Increased+5,008 SH |
| Mirion Technologies, Inc. | COM | $220K | 0.0%Prev: 0.2% | 10,200 SH | Decreased-316,100 SH |
| MongoDB, Inc. | COM | $6.3M | 0.1%Prev: 0.2% | 30,000 SH | Decreased-3,200 SH |
| Monolithic Power Systems, Inc. | COM | $31.0M | 0.6%Prev: 2.6% | 42,428 SH | Decreased-39,483 SH |
| Natera, Inc. | COM | $68.6M | 1.3%Prev: 1.5% | 405,982 SH | Increased+144,503 SH |
| Nebius Group N.V. | COM | $3.5M | 0.1%Prev: 0.1% | 63,050 SH | Increased+39,400 SH |
| Netflix, Inc. | COM | $159.0M | 3.1%Prev: 1.7% | 118,732 SH | Increased-489,588 SH |
| Nextera Energy, Inc. | COM | $1.4M | 0.0%Prev: 0.0% | 19,888 SH | Increased+7,320 SH |
| NVIDIA Corporation | COM | $470.8M | 9.2%Prev: 9.9% | 2,980,228 SH | Increased+1,004,029 SH |
| NXP Semiconductors N.V. | COM | $2.4M | 0.0%Prev: 0.4% | 10,900 SH | Decreased-62,200 SH |
| Oddity Tech Ltd | COM | $283K | 0.0% | 3,750 SH | New |
| On Holding AG | COM | $32.9M | 0.6%Prev: 0.4% | 632,726 SH | Increased+229,617 SH |
| Oracle Corporation | COM | $35.8M | 0.7%Prev: 0.4% | 163,910 SH | Increased+68,890 SH |
| PACCAR Inc | COM | $2.2M | 0.0%Prev: 0.1% | 23,645 SH | Decreased-5,386 SH |
| Palo Alto Networks, Inc. | COM | $83.8M | 1.6%Prev: 0.4% | 409,408 SH | Increased+314,478 SH |
| Palomar Holdings, Inc. | COM | $224K | 0.0% | 1,450 SH | New |
| Paychex, Inc. | COM | $3.3M | 0.1% | 22,590 SH | New |
| Pinterest, Inc. | COM | $15.3M | 0.3% | 426,495 SH | New |
| QUALCOMM Incorporated | COM | $16.7M | 0.3%Prev: 0.5% | 105,137 SH | Increased-20,375 SH |
| Quanta Services, Inc. | COM | $42.1M | 0.8%Prev: 1.6% | 111,354 SH | Decreased+11,178 SH |
| Quest Diagnostics Incorporated | COM | $728K | 0.0%Prev: 0.1% | 4,050 SH | Decreased-7,025 SH |
| Repligen Corporation | COM | $10.7M | 0.2% | 86,015 SH | New |
| Rivian Automotive, Inc. | COM | $3.1M | 0.1%Prev: 0.0% | 228,455 SH | Increased+124,575 SH |
| Rocket Lab Corp | COM | $38.7M | 0.8% | 1,082,356 SH | New |
| Salesforce, Inc. | COM | $4.7M | 0.1% | 17,400 SH | New |
| Samsara Inc. | COM | $38.0M | 0.7%Prev: 0.7% | 954,791 SH | Increased+230,748 SH |
| ServiceNow, Inc. | COM | $152.4M | 3.0%Prev: 1.1% | 148,204 SH | Increased-207,810 SH |
| Shopify Inc. | COM | $266.6M | 5.2%Prev: 4.5% | 2,310,999 SH | Increased+1,001,823 SH |
| Snowflake Inc. | COM | $67.3M | 1.3%Prev: 1.9% | 300,798 SH | Increased-132,344 SH |
| Spdr Dow Jones Industrial Avrg | COM | $286K | 0.0% | 650 SH | New |
| SPDR S&P 500 ETF Trust | COM | $2.9M | 0.1% | 4,705 SH | New |
| Sportradar Group Ag | COM | $6.4M | 0.1%Prev: 0.1% | 228,600 SH | Increased |
| Spotify Technology S.A. | COM | $117.6M | 2.3%Prev: 1.1% | 153,238 SH | Increased+75,817 SH |
| Starbucks Corporation | COM | $1.0M | 0.0%Prev: 0.0% | 11,212 SH | Increased+700 SH |
| Symbotic Inc. | COM | $5.5M | 0.1%Prev: 0.1% | 141,746 SH | Increased+94,296 SH |
| Tesla, Inc. | COM | $306.1M | 6.0%Prev: 5.7% | 963,573 SH | Increased+426,379 SH |
| The Home Depot, Inc. | COM | $4.0M | 0.1%Prev: 0.1% | 11,032 SH | Increased-105 SH |
| The Progressive Corporation | COM | $4.8M | 0.1%Prev: 0.1% | 17,900 SH | Increased+305 SH |
| The Trade Desk, Inc. | COM | $156.1M | 3.0%Prev: 0.0% | 2,168,694 SH | Increased+2,148,459 SH |
| The Walt Disney Company | COM | $720K | 0.0%Prev: 0.0% | 5,808 SH | Increased-705 SH |
| Toast, Inc. | COM | $95.5M | 1.9%Prev: 1.4% | 2,156,167 SH | Increased+381,586 SH |
| Tractor Supply Company | COM | $987K | 0.0%Prev: 0.0% | 18,705 SH | Increased+460 SH |
| TransMedics Group, Inc. | COM | $16.3M | 0.3%Prev: 0.8% | 121,528 SH | Decreased-164,993 SH |
| Uber Technologies, Inc. | COM | $140.8M | 2.7%Prev: 1.6% | 1,508,937 SH | Increased+727,786 SH |
| Veeva Systems Inc. | COM | $59.0M | 1.2%Prev: 0.6% | 204,943 SH | Increased+88,231 SH |
| Vertiv Holdings Co | COM | $11.6M | 0.2%Prev: 2.2% | 90,000 SH | Decreased-209,962 SH |
| Visa Inc. | COM | $7.3M | 0.1%Prev: 0.6% | 20,518 SH | Decreased-45,790 SH |
| Waste Management, Inc. | COM | $2.2M | 0.0%Prev: 0.1% | 9,430 SH | Decreased-1,725 SH |
| Wingstop Inc. | COM | $55.6M | 1.1%Prev: 0.4% | 165,246 SH | Increased+65,381 SH |
| Xometry, Inc. | COM | $265K | 0.0%Prev: 0.0% | 7,850 SH | Decreased+150 SH |
| Zillow Group, Inc. Class C | COM | $57.8M | 1.1%Prev: 0.2% | 824,544 SH | Increased+694,170 SH |
| Zoetis Inc. | COM | $2.5M | 0.0%Prev: 0.0% | 16,180 SH | Increased+3,760 SH |