Holdings of the Fund as of 5/8/2026
Total Number of Holdings (excluding cash): 50
| Fortinet, Inc. |
FTNT |
34959E109 |
Technology |
304,608 |
$34,746,634.56 |
2.83% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Technology |
148,520 |
$30,874,337.60 |
2.52% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Technology |
80,150 |
$29,070,405.00 |
2.37% |
| EMCOR Group, Inc. |
EME |
29084Q100 |
Industrials |
30,927 |
$28,503,560.28 |
2.32% |
| Neurocrine Biosciences, Inc. |
NBIX |
64125C109 |
Health Care |
187,085 |
$28,483,691.25 |
2.32% |
| Monster Beverage Corporation |
MNST |
61174X109 |
Consumer Staples |
324,937 |
$28,038,813.73 |
2.28% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Technology |
16,978 |
$27,179,061.52 |
2.21% |
| Cummins Inc. |
CMI |
231021106 |
Industrials |
39,748 |
$27,010,753.40 |
2.20% |
| Apollo Global Management, Inc. |
APO |
03769M106 |
Financials |
200,041 |
$26,645,461.20 |
2.17% |
| NVIDIA Corporation |
NVDA |
67066G104 |
Technology |
123,608 |
$26,600,441.60 |
2.17% |
| Broadcom Inc. |
AVGO |
11135F101 |
Technology |
61,321 |
$26,368,030.00 |
2.15% |
| Interactive Brokers Group, Inc. (Class A) |
IBKR |
45841N107 |
Financials |
305,093 |
$25,755,951.06 |
2.10% |
| Eli Lilly and Company |
LLY |
532457108 |
Health Care |
26,891 |
$25,504,768.95 |
2.08% |
| Ameriprise Financial, Inc. |
AMP |
03076C106 |
Financials |
54,646 |
$25,440,991.76 |
2.07% |
| Copart, Inc. |
CPRT |
217204106 |
Consumer Discretionary |
745,266 |
$25,294,328.04 |
2.06% |
| Incyte Corporation |
INCY |
45337C102 |
Health Care |
254,848 |
$25,117,818.88 |
2.05% |
| Intuit Inc. |
INTU |
461202103 |
Technology |
63,393 |
$25,123,279.83 |
2.05% |
| Airbnb, Inc. (Class A) |
ABNB |
009066101 |
Consumer Discretionary |
176,116 |
$24,918,652.84 |
2.03% |
| Newmont Corporation |
NEM |
651639106 |
Basic Materials |
213,984 |
$24,931,275.84 |
2.03% |
| Moody's Corporation |
MCO |
615369105 |
Financials |
54,747 |
$24,708,416.04 |
2.01% |
| Ross Stores, Inc. |
ROST |
778296103 |
Consumer Discretionary |
109,425 |
$24,709,259.25 |
2.01% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Technology |
52,240 |
$24,477,052.00 |
1.99% |
| Microsoft Corporation |
MSFT |
594918104 |
Technology |
58,963 |
$24,476,720.56 |
1.99% |
| Trane Technologies plc |
TT |
G8994E103 |
Industrials |
52,360 |
$24,408,661.20 |
1.99% |
| Uber Technologies, Inc. |
UBER |
90353T100 |
Consumer Discretionary |
323,252 |
$24,389,363.40 |
1.99% |
| Cincinnati Financial Corporation |
CINF |
172062101 |
Financials |
149,438 |
$24,134,237.00 |
1.97% |
| Intuitive Surgical, Inc. |
ISRG |
46120E602 |
Health Care |
53,130 |
$23,911,687.80 |
1.95% |
| The Charles Schwab Corporation |
SCHW |
808513105 |
Financials |
270,147 |
$23,937,725.67 |
1.95% |
| United Therapeutics Corporation |
UTHR |
91307C102 |
Health Care |
42,370 |
$23,936,507.80 |
1.95% |
| The TJX Companies, Inc. |
TJX |
872540109 |
Consumer Discretionary |
155,148 |
$23,793,497.28 |
1.94% |
| Mastercard Incorporated |
MA |
57636Q104 |
Industrials |
47,822 |
$23,694,844.56 |
1.93% |
| DexCom, Inc. |
DXCM |
252131107 |
Health Care |
389,640 |
$23,616,080.40 |
1.92% |
| ServiceNow, Inc. |
NOW |
81762P102 |
Technology |
257,906 |
$23,515,869.08 |
1.92% |
| ITT Inc. |
ITT |
45073V108 |
Industrials |
113,821 |
$23,464,199.15 |
1.91% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Technology |
170,293 |
$23,466,375.40 |
1.91% |
| Marsh & McLennan Companies, Inc. |
MRSH |
571748102 |
Financials |
141,804 |
$23,149,503.00 |
1.89% |
| Ralph Lauren Corporation |
RL |
751212101 |
Consumer Discretionary |
64,436 |
$23,097,084.20 |
1.88% |
| Chipotle Mexican Grill, Inc. |
CMG |
169656105 |
Consumer Discretionary |
695,762 |
$22,605,307.38 |
1.84% |
| ResMed Inc. |
RMD |
761152107 |
Health Care |
109,281 |
$22,594,939.56 |
1.84% |
| Netflix, Inc. |
NFLX |
64110L106 |
Consumer Discretionary |
256,183 |
$22,413,450.67 |
1.83% |
| Garmin Ltd. |
GRMN |
H2906T109 |
Consumer Discretionary |
93,221 |
$22,381,429.89 |
1.82% |
| Deckers Outdoor Corporation |
DECK |
243537107 |
Consumer Discretionary |
221,593 |
$22,252,369.06 |
1.81% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Technology |
36,206 |
$22,072,263.78 |
1.80% |
| Arista Networks, Inc. |
ANET |
040413205 |
Telecommunications |
151,794 |
$21,519,835.38 |
1.75% |
| Tapestry, Inc. |
TPR |
876030107 |
Consumer Discretionary |
159,956 |
$21,350,926.88 |
1.74% |
| Amphenol Corporation |
APH |
032095101 |
Technology |
165,028 |
$21,128,534.84 |
1.72% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
Technology |
160,657 |
$20,903,082.27 |
1.70% |
| Stryker Corporation |
SYK |
863667101 |
Health Care |
72,612 |
$20,728,547.64 |
1.69% |
| Northrop Grumman Corporation |
NOC |
666807102 |
Industrials |
37,473 |
$20,592,162.96 |
1.68% |
| Cencora, Inc. |
COR |
03073E105 |
Consumer Staples |
76,106 |
$19,869,754.48 |
1.62% |
| US Dollar |
$USD |
|
Other |
668,780 |
$668,780.26 |
0.05% |
Holdings are subject to change.
The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.
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