Holdings of the Fund as of 4/1/2026
Total Number of Holdings (excluding cash): 102
| Vertiv Holdings Co (Class A) |
VRT |
92537N108 |
Technology Hardware and Equipment |
139,787 |
$36,256,554.19 |
2.76% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Technology Hardware and Equipment |
88,120 |
$31,176,856.00 |
2.38% |
| MACOM Technology Solutions Holdings, Inc. |
MTSI |
55405Y100 |
Technology Hardware and Equipment |
132,217 |
$30,325,291.12 |
2.31% |
| Arrow Electronics, Inc. |
ARW |
042735100 |
Technology Hardware and Equipment |
205,541 |
$30,138,476.83 |
2.30% |
| Lam Research Corporation |
LRCX |
512807306 |
Technology Hardware and Equipment |
132,297 |
$29,371,256.97 |
2.24% |
| KLA Corporation |
KLAC |
482480100 |
Technology Hardware and Equipment |
18,638 |
$28,326,777.92 |
2.16% |
| Cirrus Logic, Inc. |
CRUS |
172755100 |
Technology Hardware and Equipment |
191,109 |
$28,117,867.17 |
2.14% |
| Akamai Technologies, Inc. |
AKAM |
00971T101 |
Software and Computer Services |
207,647 |
$24,035,140.25 |
1.83% |
| Avnet, Inc. |
AVT |
053807103 |
Technology Hardware and Equipment |
376,811 |
$23,705,180.01 |
1.81% |
| Micron Technology, Inc. |
MU |
595112103 |
Technology Hardware and Equipment |
63,475 |
$23,349,278.75 |
1.78% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Technology Hardware and Equipment |
19,991 |
$22,380,124.41 |
1.71% |
| TD SYNNEX Corporation |
SNX |
87162W100 |
Technology Hardware and Equipment |
120,596 |
$22,465,828.84 |
1.71% |
| Advanced Micro Devices, Inc. |
AMD |
007903107 |
Technology Hardware and Equipment |
105,748 |
$22,229,287.08 |
1.69% |
| Science Applications International Corporation |
SAIC |
808625107 |
Software and Computer Services |
224,980 |
$21,895,053.60 |
1.67% |
| Jabil Inc. |
JBL |
466313103 |
Technology Hardware and Equipment |
79,455 |
$21,608,581.80 |
1.65% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Software and Computer Services |
72,355 |
$21,517,653.45 |
1.64% |
| Amkor Technology, Inc. |
AMKR |
031652100 |
Technology Hardware and Equipment |
458,895 |
$21,334,028.55 |
1.63% |
| Amphenol Corporation |
APH |
032095101 |
Technology Hardware and Equipment |
167,577 |
$21,399,582.90 |
1.63% |
| Zoom Communications, Inc. (Class A) |
ZM |
98980L101 |
Software and Computer Services |
262,447 |
$21,179,472.90 |
1.61% |
| Twilio Inc. (Class A) |
TWLO |
90138F102 |
Software and Computer Services |
159,214 |
$20,771,058.44 |
1.58% |
| DXC Technology Company |
DXC |
23355L106 |
Software and Computer Services |
1,545,837 |
$19,384,795.98 |
1.48% |
| Skyworks Solutions, Inc. |
SWKS |
83088M102 |
Technology Hardware and Equipment |
357,145 |
$19,007,256.90 |
1.45% |
| Amdocs Limited |
DOX |
G02602103 |
Software and Computer Services |
281,290 |
$18,311,979.00 |
1.40% |
| Strategy Incorporated (Class A) |
MSTR |
594972408 |
Software and Computer Services |
149,042 |
$18,299,376.76 |
1.39% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware and Equipment |
102,804 |
$17,412,941.52 |
1.33% |
| Onto Innovation Inc. |
ONTO |
683344105 |
Technology Hardware and Equipment |
81,975 |
$17,355,747.00 |
1.32% |
| Dolby Laboratories, Inc. |
DLB |
25659T107 |
Software and Computer Services |
282,114 |
$17,129,962.08 |
1.31% |
| NVIDIA Corporation |
NVDA |
67066G104 |
Technology Hardware and Equipment |
97,145 |
$17,073,233.75 |
1.30% |
| KBR, Inc. |
KBR |
48242W106 |
Software and Computer Services |
450,678 |
$16,909,438.56 |
1.29% |
| Broadcom Inc. |
AVGO |
11135F101 |
Technology Hardware and Equipment |
52,346 |
$16,409,947.54 |
1.25% |
| Marvell Technology, Inc. |
MRVL |
573874104 |
Technology Hardware and Equipment |
152,284 |
$16,250,225.64 |
1.24% |
| Pinterest, Inc. (Class A) |
PINS |
72352L106 |
Software and Computer Services |
874,720 |
$15,998,628.80 |
1.22% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
Software and Computer Services |
100,425 |
$15,667,304.25 |
1.19% |
| Western Digital Corporation |
WDC |
958102105 |
Technology Hardware and Equipment |
52,586 |
$15,656,429.78 |
1.19% |
| F5, Inc. |
FFIV |
315616102 |
Software and Computer Services |
50,695 |
$14,987,976.75 |
1.14% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Software and Computer Services |
101,924 |
$14,930,846.76 |
1.14% |
| Teradata Corporation |
TDC |
88076W103 |
Software and Computer Services |
595,175 |
$15,022,217.00 |
1.14% |
| Concentrix Corporation |
CNXC |
20602D101 |
Software and Computer Services |
544,648 |
$14,471,297.36 |
1.10% |
| CACI International Inc. |
CACI |
127190304 |
Software and Computer Services |
24,287 |
$13,628,650.05 |
1.04% |
| Clarivate Plc |
CLVT |
G21810109 |
Software and Computer Services |
5,424,306 |
$13,506,521.94 |
1.03% |
| MongoDB, Inc. |
MDB |
60937P106 |
Software and Computer Services |
53,959 |
$13,455,216.24 |
1.03% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
Software and Computer Services |
218,277 |
$13,369,466.25 |
1.02% |
| Globant S.A. |
GLOB |
L44385109 |
Software and Computer Services |
277,147 |
$12,903,964.32 |
0.98% |
| Hewlett Packard Enterprise Company |
HPE |
42824C109 |
Software and Computer Services |
538,751 |
$12,919,248.98 |
0.98% |
| Pegasystems Inc. |
PEGA |
705573103 |
Software and Computer Services |
303,370 |
$12,829,517.30 |
0.98% |
| Match Group Inc. |
MTCH |
57667L107 |
Software and Computer Services |
400,772 |
$12,480,040.08 |
0.95% |
| Apple Inc. |
AAPL |
037833100 |
Technology Hardware and Equipment |
47,599 |
$12,167,732.37 |
0.93% |
| RingCentral, Inc. (Class A) |
RNG |
76680R206 |
Software and Computer Services |
313,663 |
$11,959,970.19 |
0.91% |
| Intel Corporation |
INTC |
458140100 |
Technology Hardware and Equipment |
245,493 |
$11,791,028.79 |
0.90% |
| Lattice Semiconductor Corporation |
LSCC |
518415104 |
Technology Hardware and Equipment |
123,115 |
$11,762,407.10 |
0.90% |
| Qorvo, Inc. |
QRVO |
74736K101 |
Technology Hardware and Equipment |
153,126 |
$11,801,420.82 |
0.90% |
| GLOBALFOUNDRIES Inc. |
GFS |
G39387108 |
Technology Hardware and Equipment |
259,412 |
$11,476,386.88 |
0.87% |
| Maplebear Inc. (Instacart) |
CART |
565394103 |
Software and Computer Services |
287,701 |
$11,116,766.64 |
0.85% |
| DoubleVerify Holdings, Inc. |
DV |
25862V105 |
Software and Computer Services |
1,131,195 |
$11,063,087.10 |
0.84% |
| Dropbox, Inc. (Class A) |
DBX |
26210C104 |
Software and Computer Services |
465,496 |
$10,738,992.72 |
0.82% |
| Reddit, Inc. (Class A) |
RDDT |
75734B100 |
Software and Computer Services |
78,816 |
$10,733,162.88 |
0.82% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Software and Computer Services |
26,887 |
$10,427,854.08 |
0.79% |
| Flex Ltd. |
FLEX |
Y2573F102 |
Technology Hardware and Equipment |
149,926 |
$10,230,950.24 |
0.78% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Technology Hardware and Equipment |
52,215 |
$10,249,804.50 |
0.78% |
| SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
Software and Computer Services |
148,032 |
$10,014,364.80 |
0.76% |
| Super Micro Computer, Inc. |
SMCI |
86800U302 |
Technology Hardware and Equipment |
442,123 |
$9,952,188.73 |
0.76% |
| Universal Display Corporation |
OLED |
91347P105 |
Technology Hardware and Equipment |
110,812 |
$9,929,863.32 |
0.76% |
| Paycom Software, Inc. |
PAYC |
70432V102 |
Software and Computer Services |
81,205 |
$9,809,564.00 |
0.75% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Technology Hardware and Equipment |
75,654 |
$9,629,241.12 |
0.73% |
| Cloudflare, Inc. (Class A) |
NET |
18915M107 |
Software and Computer Services |
45,950 |
$9,439,508.50 |
0.72% |
| Snowflake Inc. (Class A) |
SNOW |
833445109 |
Software and Computer Services |
58,993 |
$9,033,008.16 |
0.69% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware and Equipment |
84,588 |
$8,631,359.52 |
0.66% |
| Astera Labs, Inc. |
ALAB |
04626A103 |
Technology Hardware and Equipment |
77,788 |
$8,271,198.04 |
0.63% |
| Everpure Inc.. (Class A) |
PSTG |
74624M102 |
Technology Hardware and Equipment |
135,182 |
$8,255,564.74 |
0.63% |
| CDW Corporation |
CDW |
12514G108 |
Technology Hardware and Equipment |
66,511 |
$8,074,435.40 |
0.62% |
| Parsons Corporation |
PSN |
70202L102 |
Software and Computer Services |
146,581 |
$8,075,147.29 |
0.62% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Software and Computer Services |
13,721 |
$7,947,614.83 |
0.61% |
| HP Inc. |
HPQ |
40434L105 |
Technology Hardware and Equipment |
406,581 |
$7,704,709.95 |
0.59% |
| CrowdStrike Holdings, Inc. (Class A) |
CRWD |
22788C105 |
Software and Computer Services |
19,326 |
$7,601,109.06 |
0.58% |
| PTC Inc. |
PTC |
69370C100 |
Software and Computer Services |
51,997 |
$7,410,612.44 |
0.56% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software and Computer Services |
20,348 |
$7,241,242.76 |
0.55% |
| Procore Technologies, Inc. |
PCOR |
74275K108 |
Software and Computer Services |
124,535 |
$7,140,836.90 |
0.54% |
| IPG Photonics Corporation |
IPGP |
44980X109 |
Technology Hardware and Equipment |
60,244 |
$6,957,579.56 |
0.53% |
| Unity Software Inc. |
U |
91332U101 |
Software and Computer Services |
292,980 |
$6,433,840.80 |
0.49% |
| Kyndryl Holdings, Inc. |
KD |
50155Q100 |
Software and Computer Services |
487,229 |
$6,260,892.65 |
0.48% |
| Gen Digital Inc. |
GEN |
668771108 |
Software and Computer Services |
333,161 |
$6,233,442.31 |
0.47% |
| Entegris, Inc. |
ENTG |
29362U104 |
Technology Hardware and Equipment |
51,199 |
$6,077,833.29 |
0.46% |
| EPAM Systems, Inc. |
EPAM |
29414B104 |
Software and Computer Services |
44,213 |
$5,974,060.56 |
0.46% |
| ON Semiconductor Corporation |
ON |
682189105 |
Technology Hardware and Equipment |
79,663 |
$4,955,038.60 |
0.38% |
| VeriSign, Inc. |
VRSN |
92343E102 |
Software and Computer Services |
17,752 |
$4,451,669.04 |
0.34% |
| Okta, Inc. |
OKTA |
679295105 |
Software and Computer Services |
49,884 |
$3,948,069.18 |
0.30% |
| US Dollar |
$USD |
|
Other |
3,883,229 |
$3,883,228.84 |
0.30% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Software and Computer Services |
13,801 |
$3,866,902.19 |
0.29% |
| Datadog, Inc. (Class A) |
DDOG |
23804L103 |
Software and Computer Services |
31,718 |
$3,763,975.06 |
0.29% |
| Synopsys, Inc. |
SNPS |
871607107 |
Software and Computer Services |
9,181 |
$3,642,469.94 |
0.28% |
| Autodesk, Inc. |
ADSK |
052769106 |
Software and Computer Services |
14,572 |
$3,466,241.64 |
0.26% |
| Figure Technology Solutions, Inc. (Class A) |
FIGR |
349381103 |
Software and Computer Services |
105,620 |
$3,473,841.80 |
0.26% |
| Microsoft Corporation |
MSFT |
594918104 |
Software and Computer Services |
8,920 |
$3,294,780.40 |
0.25% |
| Guidewire Software, Inc. |
GWRE |
40171V100 |
Software and Computer Services |
21,462 |
$3,188,823.96 |
0.24% |
| Toast, Inc. (Class A) |
TOST |
888787108 |
Software and Computer Services |
121,478 |
$3,166,931.46 |
0.24% |
| Adobe Incorporated |
ADBE |
00724F101 |
Software and Computer Services |
12,325 |
$2,974,885.25 |
0.23% |
| Salesforce, Inc. |
CRM |
79466L302 |
Software and Computer Services |
16,286 |
$3,033,104.64 |
0.23% |
| AppFolio, Inc. (Class A) |
APPF |
03783C100 |
Software and Computer Services |
18,544 |
$2,858,372.16 |
0.22% |
| DoorDash, Inc. (Class A) |
DASH |
25809K105 |
Software and Computer Services |
19,047 |
$2,866,573.50 |
0.22% |
| UiPath, Inc. (Class A) |
PATH |
90364P105 |
Software and Computer Services |
263,184 |
$2,900,287.68 |
0.22% |
| Intuit Inc. |
INTU |
461202103 |
Software and Computer Services |
6,513 |
$2,773,691.31 |
0.21% |
| Rubrik, Inc. (Class A) |
RBRK |
781154109 |
Software and Computer Services |
56,402 |
$2,740,573.18 |
0.21% |
| ZoomInfo Technologies Inc. (Class A) |
GTM |
98980F104 |
Software and Computer Services |
424,149 |
$2,481,271.65 |
0.19% |
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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