| Abbott Laboratories | COM | $2.8M | 0.1%Prev: 0.0% | 21,124 SH | Increased+2,060 SH |
| AbbVie Inc. | COM | $445K | 0.0%Prev: 0.0% | 1,923 SH | Decreased |
| Advanced Micro Devices, Inc. | COM | $95.5M | 1.9%Prev: 5.5% | 590,029 SH | Decreased+178,444 SH |
| Airbnb, Inc. | COM | $209K | 0.0% | 1,725 SH | New |
| Alphabet Inc. Class A | COM | $48.0M | 0.9%Prev: 1.8% | 197,564 SH | Decreased-25,638 SH |
| Alphabet Inc. Class C | COM | $155.0M | 3.0%Prev: 4.4% | 636,255 SH | Decreased+89,659 SH |
| Amazon.com, Inc. | COM | $221.2M | 4.3%Prev: 3.4% | 1,007,454 SH | Increased+389,120 SH |
| American Express Company | COM | $565K | 0.0%Prev: 0.0% | 1,700 SH | Increased+100 SH |
| Amgen Inc. | COM | $2.8M | 0.1%Prev: 0.1% | 9,909 SH | Decreased-80 SH |
| Amphenol Corporation | COM | $22.0M | 0.4%Prev: 0.7% | 177,435 SH | Decreased+1,405 SH |
| AppFolio, Inc. | COM | $6.6M | 0.1%Prev: 0.2% | 23,800 SH | Decreased-33,500 SH |
| Apple Inc. | COM | $121.2M | 2.4%Prev: 3.3% | 476,051 SH | Decreased-28,120 SH |
| Applied Materials, Inc. | COM | $14.3M | 0.3%Prev: 1.3% | 70,000 SH | Decreased-8,800 SH |
| AppLovin Corporation, Class A | COM | $10.7M | 0.2%Prev: 0.9% | 14,862 SH | Decreased-65,709 SH |
| Ares Management Corporation | COM | $25.6M | 0.5% | 159,898 SH | New |
| Arista Networks Inc | COM | $35.8M | 0.7%Prev: 1.0% | 245,400 SH | Decreased-8,500 SH |
| Arm Holdings Plc | COM | $70.7M | 1.4%Prev: 0.5% | 499,772 SH | Increased+438,807 SH |
| ASML Holding N.V. | COM | $13.0M | 0.3%Prev: 0.6% | 13,447 SH | Decreased+225 SH |
| Axon Enterprise, Inc. | COM | $265.1M | 5.2%Prev: 3.9% | 369,364 SH | Increased+67,213 SH |
| BlackRock, Inc. | COM | $5.0M | 0.1%Prev: 0.1% | 4,291 SH | Increased-440 SH |
| Blackstone Inc. | COM | $2.8M | 0.1%Prev: 0.0% | 16,375 SH | Increased+1,545 SH |
| Bloom Energy Corporation | COM | $8.9M | 0.2%Prev: 0.2% | 104,750 SH | Decreased+73,160 SH |
| Booking Holdings Inc. | COM | $16.1M | 0.3%Prev: 0.1% | 2,980 SH | Increased-22,495 SH |
| Broadcom Inc. | COM | $103.0M | 2.0%Prev: 2.8% | 312,300 SH | Decreased-6,850 SH |
| Broadridge Financial Solutions | COM | $5.5M | 0.1%Prev: 0.0% | 23,110 SH | Increased+21,080 SH |
| Cadence Design Systems, Inc. | COM | $14.1M | 0.3%Prev: 0.6% | 40,060 SH | Decreased-24,940 SH |
| Cava Group Inc | COM | $290K | 0.0% | 4,800 SH | New |
| Cintas Corporation | COM | $4.1M | 0.1%Prev: 0.1% | 20,020 SH | Increased-200 SH |
| Cisco Systems, Inc. | COM | $1.1M | 0.0%Prev: 0.0% | 15,645 SH | Decreased-445 SH |
| Costco Wholesale Corporation | COM | $7.5M | 0.1%Prev: 0.2% | 8,140 SH | Decreased-63 SH |
| Credo Technology Group Holding | COM | $12.8M | 0.2%Prev: 2.5% | 88,100 SH | Decreased-311,206 SH |
| CrowdStrike Holdings, Inc. | COM | $119.3M | 2.3%Prev: 2.4% | 243,355 SH | Increased+104,250 SH |
| D. R. Horton, Inc. | COM | $265K | 0.0%Prev: 0.0% | 1,565 SH | Increased |
| Datadog, Inc. | COM | $29.4M | 0.6%Prev: 1.0% | 206,265 SH | Decreased+46,165 SH |
| Deere & Company | COM | $1.7M | 0.0%Prev: 0.1% | 3,805 SH | Decreased-660 SH |
| Dell Technologies Inc. | COM | $15.8M | 0.3%Prev: 1.0% | 111,620 SH | Decreased+7,430 SH |
| DexCom, Inc. | COM | $46.1M | 0.9% | 685,433 SH | New |
| DraftKings Inc. | COM | $7.7M | 0.1%Prev: 0.1% | 205,590 SH | Increased+89,050 SH |
| e.l.f. Beauty, Inc. | COM | $61.9M | 1.2% | 466,968 SH | New |
| Ecolab Inc. | COM | $1.6M | 0.0%Prev: 0.0% | 5,760 SH | Decreased-490 SH |
| Exact Sciences Corporation | COM | $52.9M | 1.0% | 966,271 SH | New |
| HubSpot, Inc. | COM | $18.1M | 0.4% | 38,715 SH | New |
| Intuit Inc. | COM | $17.6M | 0.3% | 25,726 SH | New |
| iShares MSCI KLD 400 Social | COM | $765K | 0.0%Prev: 0.0% | 6,075 SH | Decreased |
| Johnson & Johnson | COM | $2.0M | 0.0%Prev: 0.1% | 10,779 SH | Decreased-350 SH |
| JPMorgan Chase & Co. | COM | $9.2M | 0.2%Prev: 0.2% | 29,098 SH | Decreased+475 SH |
| KLA Corporation | COM | $16.2M | 0.3%Prev: 1.0% | 15,000 SH | Decreased-135,000 SH |
| LGI HOMES, INC. | COM | $282K | 0.0%Prev: 0.0% | 5,450 SH | Decreased-700 SH |
| Makemytrip Limited | COM | $3.9M | 0.1% | 41,560 SH | New |
| MercadoLibre, Inc. | COM | $248.3M | 4.8%Prev: 2.6% | 106,242 SH | Increased+38,876 SH |
| Meta Platforms, Inc. | COM | $284.6M | 5.5%Prev: 2.8% | 387,598 SH | Increased+167,175 SH |
| Micron Technology, Inc. | COM | $49.1M | 1.0%Prev: 4.6% | 293,650 SH | Decreased+119,685 SH |
| Microsoft Corporation | COM | $163.1M | 3.2%Prev: 2.7% | 314,879 SH | Increased+2,484 SH |
| Mirion Technologies, Inc. | COM | $5.4M | 0.1%Prev: 0.2% | 231,500 SH | Decreased-168,800 SH |
| MongoDB, Inc. | COM | $9.3M | 0.2%Prev: 0.3% | 30,000 SH | Decreased-3,200 SH |
| Monolithic Power Systems, Inc. | COM | $68.7M | 1.3%Prev: 2.5% | 74,668 SH | Decreased-3,936 SH |
| Natera, Inc. | COM | $63.5M | 1.2%Prev: 1.6% | 394,565 SH | Decreased+140,016 SH |
| Nebius Group N.V. | COM | $5.8M | 0.1%Prev: 0.1% | 51,925 SH | Decreased+29,425 SH |
| Netflix, Inc. | COM | $122.9M | 2.4%Prev: 0.9% | 102,480 SH | Increased-478,865 SH |
| Nextera Energy, Inc. | COM | $651K | 0.0%Prev: 0.1% | 8,628 SH | Decreased-16,445 SH |
| NVIDIA Corporation | COM | $519.8M | 10.1%Prev: 8.3% | 2,785,801 SH | Increased+979,925 SH |
| NXP Semiconductors N.V. | COM | $4.2M | 0.1%Prev: 0.5% | 18,400 SH | Decreased-54,700 SH |
| Oddity Tech Ltd | COM | $234K | 0.0% | 3,750 SH | New |
| On Holding AG | COM | $27.2M | 0.5%Prev: 0.3% | 641,169 SH | Increased+263,698 SH |
| Oracle Corporation | COM | $44.3M | 0.9%Prev: 0.2% | 157,485 SH | Increased+92,120 SH |
| PACCAR Inc | COM | $2.6M | 0.1%Prev: 0.1% | 26,566 SH | Decreased-2,841 SH |
| Palo Alto Networks, Inc. | COM | $73.5M | 1.4%Prev: 0.7% | 361,137 SH | Increased+267,227 SH |
| Paychex, Inc. | COM | $2.9M | 0.1% | 22,515 SH | New |
| Pinterest, Inc. | COM | $12.4M | 0.2% | 386,870 SH | New |
| Planet Labs PBC | COM | $571K | 0.0% | 44,000 SH | New |
| QUALCOMM Incorporated | COM | $17.5M | 0.3%Prev: 0.5% | 105,327 SH | Decreased-10,650 SH |
| Quanta Services, Inc. | COM | $45.3M | 0.9%Prev: 1.6% | 109,405 SH | Decreased+9,814 SH |
| Quest Diagnostics Incorporated | COM | $1.8M | 0.0%Prev: 0.1% | 9,235 SH | Decreased-2,080 SH |
| Rivian Automotive, Inc. | COM | $3.0M | 0.1%Prev: 0.0% | 203,305 SH | Increased+107,025 SH |
| Rocket Lab Corporation | COM | $50.1M | 1.0%Prev: 2.3% | 1,044,961 SH | Decreased+39,958 SH |
| Salesforce, Inc. | COM | $4.1M | 0.1% | 17,400 SH | New |
| Samsara Inc. | COM | $37.2M | 0.7%Prev: 0.6% | 998,029 SH | Increased+165,816 SH |
| ServiceNow, Inc. | COM | $127.2M | 2.5%Prev: 0.3% | 138,266 SH | Increased+17,901 SH |
| Shopify Inc. | COM | $304.9M | 5.9%Prev: 3.1% | 2,051,940 SH | Increased+868,124 SH |
| Snowflake Inc. | COM | $83.0M | 1.6%Prev: 2.1% | 368,207 SH | Decreased-122 SH |
| Spdr Dow Jones Industrial Avrg | COM | $301K | 0.0% | 650 SH | New |
| SPDR S&P 500 ETF Trust | COM | $3.2M | 0.1% | 4,835 SH | New |
| Sportradar Group Ag | COM | $6.1M | 0.1% | 228,600 SH | New |
| Spotify Technology S.A. | COM | $97.0M | 1.9%Prev: 0.5% | 138,954 SH | Increased+87,337 SH |
| Starbucks Corporation | COM | $858K | 0.0%Prev: 0.0% | 10,142 SH | Decreased-290 SH |
| Symbotic Inc. | COM | $6.1M | 0.1%Prev: 0.0% | 113,050 SH | Increased+68,250 SH |
| Tesla, Inc. | COM | $383.7M | 7.5%Prev: 5.1% | 862,697 SH | Increased+328,575 SH |
| The Home Depot, Inc. | COM | $4.5M | 0.1%Prev: 0.1% | 11,087 SH | Increased+615 SH |
| The Progressive Corporation | COM | $4.4M | 0.1%Prev: 0.1% | 17,845 SH | Increased+985 SH |
| The Trade Desk, Inc. | COM | $100.7M | 2.0% | 2,055,616 SH | New |
| The Walt Disney Company | COM | $708K | 0.0%Prev: 0.0% | 6,183 SH | Increased+760 SH |
| Toast, Inc. | COM | $77.3M | 1.5%Prev: 1.3% | 2,117,310 SH | Increased+125,284 SH |
| Tractor Supply Company | COM | $1.1M | 0.0%Prev: 0.0% | 18,490 SH | Increased+10,075 SH |
| TransMedics Group, Inc. | COM | $29.0M | 0.6%Prev: 0.5% | 258,523 SH | Increased-49,868 SH |
| Uber Technologies, Inc. | COM | $129.7M | 2.5%Prev: 0.9% | 1,323,995 SH | Increased+750,158 SH |
| Veeva Systems Inc. | COM | $59.1M | 1.1%Prev: 0.5% | 198,275 SH | Increased+86,748 SH |
| Vertiv Holdings Co | COM | $45.3M | 0.9% | 299,950 SH | New |
| Visa Inc. | COM | $10.5M | 0.2%Prev: 0.6% | 30,868 SH | Decreased-45,480 SH |
| Waste Management, Inc. | COM | $2.2M | 0.0%Prev: 0.1% | 10,170 SH | Decreased-985 SH |
| Wingstop Inc. | COM | $38.1M | 0.7%Prev: 0.0% | 151,512 SH | Increased+149,567 SH |
| Xometry, Inc. | COM | $409K | 0.0%Prev: 0.3% | 7,500 SH | Decreased-130,825 SH |
| Zillow Group, Inc. Class C | COM | $61.0M | 1.2% | 791,746 SH | New |
| Zoetis Inc. | COM | $2.4M | 0.0% | 16,440 SH | New |