| Abbott Laboratories | COM | $1.7M | 0.0%Prev: 0.1% | 19,064 SH | Decreased-1,945 SH |
| AbbVie Inc. | COM | $484K | 0.0%Prev: 0.0% | 1,923 SH | Increased |
| Advanced Micro Devices, Inc. | COM | $239.1M | 5.5%Prev: 1.6% | 411,585 SH | Increased-184,404 SH |
| Alphabet Inc. Class A | COM | $79.8M | 1.8%Prev: 0.0% | 223,202 SH | Increased+219,082 SH |
| Alphabet Inc. Class C | COM | $193.1M | 4.4%Prev: 2.2% | 546,596 SH | Increased-89,639 SH |
| Amazon.com, Inc. | COM | $147.4M | 3.4%Prev: 4.8% | 618,334 SH | Decreased-497,291 SH |
| American Express Company | COM | $541K | 0.0%Prev: 0.0% | 1,600 SH | Decreased-100 SH |
| Amgen Inc. | COM | $3.6M | 0.1%Prev: 0.1% | 9,989 SH | Increased+135 SH |
| Amphenol Corporation | COM | $31.0M | 0.7%Prev: 0.3% | 176,030 SH | Increased+240 SH |
| Amprius Technologies, Inc. | COM | $5.3M | 0.1% | 381,420 SH | New |
| AppFolio, Inc. | COM | $9.2M | 0.2%Prev: 0.1% | 57,300 SH | Increased+37,300 SH |
| Apple Inc. | COM | $145.9M | 3.3%Prev: 1.9% | 504,171 SH | Increased+28,260 SH |
| Applied Materials, Inc. | COM | $57.0M | 1.3%Prev: 0.3% | 78,800 SH | Increased+8,800 SH |
| AppLovin Corporation, Class A | COM | $41.5M | 0.9% | 80,571 SH | New |
| Arista Networks Inc | COM | $43.1M | 1.0%Prev: 0.5% | 253,900 SH | Increased+8,500 SH |
| Arm Holdings Plc | COM | $21.6M | 0.5%Prev: 1.5% | 60,965 SH | Decreased-416,324 SH |
| ASML Holding N.V. | COM | $26.3M | 0.6%Prev: 0.2% | 13,222 SH | Increased-250 SH |
| Axon Enterprise, Inc. | COM | $169.4M | 3.9%Prev: 6.3% | 302,151 SH | Decreased-89,290 SH |
| BlackRock, Inc. | COM | $4.5M | 0.1%Prev: 0.1% | 4,731 SH | Increased+443 SH |
| Blackstone Inc. | COM | $1.7M | 0.0%Prev: 0.0% | 14,830 SH | Decreased-1,675 SH |
| Bloom Energy Corporation | COM | $9.6M | 0.2% | 31,590 SH | New |
| Booking Holdings Inc. | COM | $4.5M | 0.1%Prev: 0.3% | 25,475 SH | Decreased+22,419 SH |
| Broadcom Inc. | COM | $120.6M | 2.8%Prev: 1.7% | 319,150 SH | Increased+7,050 SH |
| Broadridge Financial Solutions | COM | $278K | 0.0%Prev: 0.1% | 2,030 SH | Decreased-21,015 SH |
| Cadence Design Systems, Inc. | COM | $24.4M | 0.6%Prev: 0.2% | 65,000 SH | Increased+24,940 SH |
| Caris Life Sciences, Inc. | COM | $14.3M | 0.3% | 802,083 SH | New |
| Carlsmed, Inc. | COM | $124K | 0.0% | 11,900 SH | New |
| Cintas Corporation | COM | $3.4M | 0.1%Prev: 0.1% | 20,220 SH | Decreased+235 SH |
| Cisco Systems, Inc. | COM | $1.9M | 0.0%Prev: 0.0% | 16,090 SH | Increased+545 SH |
| Coherent Corp. | COM | $31.5M | 0.7% | 79,777 SH | New |
| Comfort Systems USA, Inc. | COM | $28.6M | 0.7% | 14,414 SH | New |
| Contemporary Amperex Technolog | COM | $2.2M | 0.0% | 96,025 SH | New |
| Costco Wholesale Corporation | COM | $7.7M | 0.2%Prev: 0.2% | 8,203 SH | Decreased+73 SH |
| Credo Technology Group Holding | COM | $108.6M | 2.5%Prev: 0.2% | 399,306 SH | Increased+306,206 SH |
| CrowdStrike Holdings, Inc. | COM | $106.2M | 2.4%Prev: 2.6% | 139,105 SH | Decreased-123,464 SH |
| D. R. Horton, Inc. | COM | $255K | 0.0%Prev: 0.0% | 1,565 SH | Increased |
| Datadog, Inc. | COM | $41.7M | 1.0%Prev: 0.5% | 160,100 SH | Increased-49,685 SH |
| Deere & Company | COM | $2.8M | 0.1%Prev: 0.0% | 4,465 SH | Increased+1,255 SH |
| Dell Technologies Inc. | COM | $45.0M | 1.0%Prev: 0.3% | 104,190 SH | Increased-7,430 SH |
| DraftKings Inc. | COM | $2.9M | 0.1%Prev: 0.2% | 116,540 SH | Decreased-97,950 SH |
| Ecolab Inc. | COM | $1.7M | 0.0%Prev: 0.0% | 6,250 SH | Increased+560 SH |
| Insulet Corporation | COM | $13.5M | 0.3% | 88,606 SH | New |
| IonQ, Inc. | COM | $10.7M | 0.2% | 200,000 SH | New |
| iShares MSCI KLD 400 Social | COM | $865K | 0.0%Prev: 0.0% | 6,075 SH | Increased |
| Johnson & Johnson | COM | $2.8M | 0.1%Prev: 0.0% | 11,129 SH | Increased+390 SH |
| JPMorgan Chase & Co. | COM | $9.4M | 0.2%Prev: 0.2% | 28,623 SH | Increased-915 SH |
| Karman Holdings Inc. | COM | $43.7M | 1.0% | 874,574 SH | New |
| KLA Corporation | COM | $45.3M | 1.0%Prev: 0.3% | 150,000 SH | Increased+135,000 SH |
| Kraken Robotics Inc | COM | $2.3M | 0.1% | 506,785 SH | New |
| LGI HOMES, INC. | COM | $392K | 0.0% | 6,150 SH | New |
| Marvell Technology, Inc. | COM | $26.7M | 0.6% | 89,657 SH | New |
| MercadoLibre, Inc. | COM | $114.3M | 2.6%Prev: 5.7% | 67,366 SH | Decreased-44,039 SH |
| Merck & Co., Inc. | COM | $201K | 0.0% | 1,565 SH | New |
| Meta Platforms, Inc. | COM | $124.2M | 2.8%Prev: 5.8% | 220,423 SH | Decreased-182,499 SH |
| Micron Technology, Inc. | COM | $200.8M | 4.6%Prev: 0.7% | 173,965 SH | Increased-129,185 SH |
| Microsoft Corporation | COM | $116.5M | 2.7%Prev: 3.1% | 312,395 SH | Decreased-7,033 SH |
| Mirion Technologies, Inc. | COM | $7.2M | 0.2%Prev: 0.0% | 400,300 SH | Increased+390,100 SH |
| MongoDB, Inc. | COM | $11.2M | 0.3%Prev: 0.1% | 33,200 SH | Increased+3,200 SH |
| Monolithic Power Systems, Inc. | COM | $108.7M | 2.5%Prev: 0.6% | 78,604 SH | Increased+36,176 SH |
| Natera, Inc. | COM | $69.1M | 1.6%Prev: 1.3% | 254,549 SH | Increased-151,433 SH |
| Navan, Inc. Class A | COM | $382K | 0.0% | 16,700 SH | New |
| Nebius Group N.V. | COM | $6.2M | 0.1%Prev: 0.1% | 22,500 SH | Increased-40,550 SH |
| Netflix, Inc. | COM | $41.5M | 0.9%Prev: 3.1% | 581,345 SH | Decreased+462,613 SH |
| Nextera Energy, Inc. | COM | $2.2M | 0.1%Prev: 0.0% | 25,073 SH | Increased+5,185 SH |
| nLIGHT, Inc. | COM | $23.4M | 0.5% | 336,035 SH | New |
| NVIDIA Corporation | COM | $361.3M | 8.3%Prev: 9.2% | 1,805,876 SH | Decreased-1,174,352 SH |
| NXP Semiconductors N.V. | COM | $20.5M | 0.5%Prev: 0.0% | 73,100 SH | Increased+62,200 SH |
| On Holding AG | COM | $13.4M | 0.3%Prev: 0.6% | 377,471 SH | Decreased-255,255 SH |
| Oracle Corporation | COM | $9.6M | 0.2%Prev: 0.7% | 65,365 SH | Decreased-98,545 SH |
| PACCAR Inc | COM | $3.5M | 0.1%Prev: 0.0% | 29,407 SH | Increased+5,762 SH |
| Palo Alto Networks, Inc. | COM | $32.0M | 0.7%Prev: 1.6% | 93,910 SH | Decreased-315,498 SH |
| QUALCOMM Incorporated | COM | $21.4M | 0.5%Prev: 0.3% | 115,977 SH | Increased+10,840 SH |
| Quanta Services, Inc. | COM | $71.7M | 1.6%Prev: 0.8% | 99,591 SH | Increased-11,763 SH |
| Quest Diagnostics Incorporated | COM | $2.4M | 0.1%Prev: 0.0% | 11,315 SH | Increased+7,265 SH |
| Reddit, Inc. Class A | COM | $2.6M | 0.1% | 15,240 SH | New |
| Rivian Automotive, Inc. | COM | $1.7M | 0.0%Prev: 0.1% | 96,280 SH | Decreased-132,175 SH |
| Rocket Lab Corporation | COM | $102.2M | 2.3% | 1,005,003 SH | New |
| Rollins, Inc. | COM | $610K | 0.0% | 14,620 SH | New |
| Rubrik, Inc. | COM | $2.5M | 0.1% | 31,000 SH | New |
| Samsara Inc. | COM | $27.0M | 0.6%Prev: 0.7% | 832,213 SH | Decreased-122,578 SH |
| Schwab Cap Tr | COM | $45.7M | 1.0% | 2,509,054 SH | New |
| Seagate Technology Holdings PL | COM | $21.3M | 0.5% | 22,100 SH | New |
| ServiceNow, Inc. | COM | $11.9M | 0.3%Prev: 3.0% | 120,365 SH | Decreased-27,839 SH |
| ServiceTitan, Inc. Class A | COM | $8.6M | 0.2% | 121,875 SH | New |
| SharkNinja, Inc. | COM | $21.3M | 0.5% | 139,725 SH | New |
| Shopify Inc. | COM | $135.2M | 3.1%Prev: 5.2% | 1,183,816 SH | Decreased-1,127,183 SH |
| Snowflake Inc. | COM | $93.7M | 2.1%Prev: 1.3% | 368,329 SH | Increased+67,531 SH |
| Space Exploration Technologies | COM | $16.7M | 0.4% | 97,664 SH | New |
| Spdr Dow Jones Indl Average Ut | COM | $340K | 0.0% | 650 SH | New |
| Spotify Technology S.A. | COM | $23.7M | 0.5%Prev: 2.3% | 51,617 SH | Decreased-101,621 SH |
| Starbucks Corporation | COM | $1.1M | 0.0%Prev: 0.0% | 10,432 SH | Increased-780 SH |
| State Street Spdr S&P 500 ETF | COM | $2.9M | 0.1% | 3,931 SH | New |
| Symbotic Inc. | COM | $2.0M | 0.0%Prev: 0.1% | 44,800 SH | Decreased-96,946 SH |
| Taiwan Semiconductor Mfg Ltd | COM | $51.9M | 1.2% | 108,665 SH | New |
| Tesla, Inc. | COM | $224.7M | 5.1%Prev: 6.0% | 534,122 SH | Decreased-429,451 SH |
| The Home Depot, Inc. | COM | $3.7M | 0.1%Prev: 0.1% | 10,472 SH | Decreased-560 SH |
| The Progressive Corporation | COM | $3.7M | 0.1%Prev: 0.1% | 16,860 SH | Decreased-1,040 SH |
| The Walt Disney Company | COM | $522K | 0.0%Prev: 0.0% | 5,423 SH | Decreased-385 SH |
| Toast, Inc. | COM | $55.4M | 1.3%Prev: 1.9% | 1,992,026 SH | Decreased-164,141 SH |
| Tractor Supply Company | COM | $266K | 0.0%Prev: 0.0% | 8,415 SH | Decreased-10,290 SH |
| TransMedics Group, Inc. | COM | $20.5M | 0.5%Prev: 0.3% | 308,391 SH | Increased+186,863 SH |
| Uber Technologies, Inc. | COM | $41.4M | 0.9%Prev: 2.7% | 573,837 SH | Decreased-935,100 SH |
| Veeva Systems Inc. | COM | $19.8M | 0.5%Prev: 1.2% | 111,527 SH | Decreased-93,416 SH |
| Vertiv Holdings Co. | COM | $93.7M | 2.1% | 279,992 SH | New |
| Visa Inc. | COM | $26.2M | 0.6%Prev: 0.1% | 76,348 SH | Increased+55,830 SH |
| Vulcan Materials Company | COM | $1.7M | 0.0% | 5,630 SH | New |
| Waste Management, Inc. | COM | $2.5M | 0.1%Prev: 0.0% | 11,155 SH | Increased+1,725 SH |
| Wingstop Inc. | COM | $337K | 0.0%Prev: 1.1% | 1,945 SH | Decreased-163,301 SH |
| Xometry, Inc. | COM | $13.4M | 0.3%Prev: 0.0% | 138,325 SH | Increased+130,475 SH |