Holdings of the Fund as of 7/20/2026
Total Number of Holdings (excluding cash): 81
| NVIDIA Corporation |
NVDA |
67066G104 |
Semiconductors & Semiconductor Equipment |
134,260 |
$27,292,372.80 |
9.48% |
| Amazon.com, Inc. |
AMZN |
023135106 |
Broadline Retail |
63,908 |
$15,976,360.92 |
5.55% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Interactive Media & Services |
42,036 |
$14,796,251.64 |
5.14% |
| Advanced Micro Devices, Inc. |
AMD |
007903107 |
Semiconductors & Semiconductor Equipment |
27,701 |
$13,949,392.57 |
4.84% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
30,445 |
$11,513,081.20 |
4.00% |
| Eli Lilly and Company |
LLY |
532457108 |
Pharmaceuticals |
7,990 |
$9,163,731.00 |
3.18% |
| Marvell Technology, Inc. |
MRVL |
573874104 |
Semiconductors & Semiconductor Equipment |
39,059 |
$7,614,161.46 |
2.64% |
| Micron Technology, Inc. |
MU |
595112103 |
Semiconductors & Semiconductor Equipment |
8,393 |
$7,263,805.78 |
2.52% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
55,140 |
$6,692,893.20 |
2.32% |
| Arista Networks, Inc. |
ANET |
040413205 |
Communications Equipment |
37,660 |
$6,377,721.00 |
2.21% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Interactive Media & Services |
9,833 |
$6,350,643.05 |
2.21% |
| Schneider Electric SE |
SU.FP |
F86921107 |
Electrical Equipment |
20,733 |
$6,265,370.91 |
2.18% |
| Eaton Corporation Plc |
ETN |
G29183103 |
Electrical Equipment |
14,846 |
$5,959,332.86 |
2.07% |
| Tesla, Inc. |
TSLA |
88160R101 |
Automobiles |
15,276 |
$5,645,551.32 |
1.96% |
| Siemens Energy AG |
ENR.GR |
D6T47E106 |
Electrical Equipment |
32,131 |
$5,599,165.35 |
1.94% |
| Shopify Inc. (Class A) |
SHOP |
82509L107 |
IT Services |
43,036 |
$5,357,121.28 |
1.86% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
11,453 |
$4,607,427.37 |
1.60% |
| Neurocrine Biosciences, Inc. |
NBIX |
64125C109 |
Biotechnology |
25,089 |
$4,340,397.00 |
1.51% |
| argenx SE |
ARGX.BB |
N0610Q109 |
Biotechnology |
4,339 |
$3,733,027.95 |
1.30% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Software |
10,759 |
$3,751,232.94 |
1.30% |
| NextEra Energy, Inc. |
NEE |
65339F101 |
Electric Utilities |
41,725 |
$3,671,800.00 |
1.28% |
| Madrigal Pharmaceuticals, Inc. |
MDGL |
558868105 |
Biotechnology |
6,843 |
$3,665,726.67 |
1.27% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Software |
26,573 |
$3,583,369.05 |
1.24% |
| Mirum Pharmaceuticals, Inc. |
MIRM |
604749101 |
Biotechnology |
29,941 |
$3,491,719.42 |
1.21% |
| Halozyme Therapeutics, Inc. |
HALO |
40637H109 |
Biotechnology |
43,179 |
$3,328,669.11 |
1.16% |
| Xometry, Inc. (Class A) |
XMTR |
98423F109 |
Trading Companies & Distributors |
32,540 |
$3,257,904.80 |
1.13% |
| BridgeBio Pharma, Inc. |
BBIO |
10806X102 |
Biotechnology |
37,965 |
$3,066,053.40 |
1.06% |
| Ascendis Pharma A/S |
ASND |
K08588103 |
Biotechnology |
11,985 |
$3,017,343.60 |
1.05% |
| GE Vernova Inc. |
GEV |
36828A101 |
Electrical Equipment |
2,790 |
$3,010,912.20 |
1.05% |
| Figure Technology Solutions, Inc. (Class A) |
FIGR |
349381103 |
Consumer Finance |
96,839 |
$2,945,842.38 |
1.02% |
| ServiceNow, Inc. |
NOW |
81762P102 |
Software |
27,964 |
$2,927,830.80 |
1.02% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
7,594 |
$2,899,996.72 |
1.01% |
| Rubrik, Inc. (Class A) |
RBRK |
781154109 |
Software |
36,953 |
$2,888,985.54 |
1.00% |
| Adyen NV |
ADYEN.NA |
N3501V104 |
Financial Services |
2,796 |
$2,621,300.37 |
0.91% |
| Solaris Energy Infrastructure, Inc. (Class A) |
SEI |
83418M103 |
Energy Equipment & Services |
41,957 |
$2,540,076.78 |
0.88% |
| Modine Manufacturing Company |
MOD |
607828100 |
Building Products |
9,832 |
$2,240,516.16 |
0.78% |
| Reddit, Inc. (Class A) |
RDDT |
75734B100 |
Interactive Media & Services |
12,186 |
$2,213,465.04 |
0.77% |
| Block Inc. (Class A) |
XYZ |
852234103 |
Financial Services |
27,612 |
$2,189,355.48 |
0.76% |
| Robinhood Markets, Inc. (Class A) |
HOOD |
770700102 |
Capital Markets |
22,158 |
$2,199,846.24 |
0.76% |
| Coinbase Global, Inc. (Class A) |
COIN |
19260Q107 |
Capital Markets |
12,938 |
$2,075,643.34 |
0.72% |
| Spotify Technology S.A. |
SPOT |
L8681T102 |
Entertainment |
4,084 |
$2,010,634.88 |
0.70% |
| Alkermes Plc |
ALKS |
G01767105 |
Biotechnology |
38,192 |
$1,975,290.24 |
0.69% |
| Alnylam Pharmaceuticals, Inc. |
ALNY |
02043Q107 |
Biotechnology |
7,317 |
$1,995,126.39 |
0.69% |
| Carpenter Technology Corporation |
CRS |
144285103 |
Aerospace & Defense |
3,558 |
$1,975,152.54 |
0.69% |
| Vertiv Holdings Co (Class A) |
VRT |
92537N108 |
Electrical Equipment |
6,782 |
$1,978,105.94 |
0.69% |
| Toast, Inc. (Class A) |
TOST |
888787108 |
Financial Services |
60,351 |
$1,861,828.35 |
0.65% |
| Tradeweb Markets Inc. (Class A) |
TW |
892672106 |
Capital Markets |
18,550 |
$1,864,646.00 |
0.65% |
| Leonardo DRS, Inc. |
DRS |
52661A108 |
Aerospace & Defense |
39,325 |
$1,746,423.25 |
0.61% |
| MongoDB, Inc. |
MDB |
60937P106 |
IT Services |
5,459 |
$1,765,222.24 |
0.61% |
| Zebra Technologies Corporation |
ZBRA |
989207105 |
Electronic Equipment, Instruments & Components |
6,509 |
$1,722,867.21 |
0.60% |
| Cellebrite DI Ltd. |
CLBT |
M2197Q107 |
Software |
109,285 |
$1,679,710.45 |
0.58% |
| Cloudflare, Inc. (Class A) |
NET |
18915M107 |
IT Services |
5,984 |
$1,630,161.28 |
0.57% |
| IDEAYA Biosciences, Inc. |
IDYA |
45166A102 |
Biotechnology |
46,601 |
$1,652,005.45 |
0.57% |
| Semtech Corporation |
SMTC |
816850101 |
Semiconductors & Semiconductor Equipment |
13,019 |
$1,638,831.72 |
0.57% |
| CrowdStrike Holdings, Inc. (Class A) |
CRWD |
22788C105 |
Software |
7,990 |
$1,585,935.10 |
0.55% |
| Zealand Pharma A/S |
ZEAL.DC |
K9898X127 |
Biotechnology |
34,955 |
$1,587,019.56 |
0.55% |
| Quantinuum Inc. (Class A) |
QNT |
74768A104 |
IT Services |
26,902 |
$1,542,829.70 |
0.54% |
| Constellation Energy Corporation |
CEG |
21037T109 |
Electric Utilities |
5,992 |
$1,518,972.00 |
0.53% |
| Ouster, Inc. |
OUST |
68989M202 |
Electronic Equipment, Instruments & Components |
43,646 |
$1,517,571.42 |
0.53% |
| Airbnb, Inc. (Class A) |
ABNB |
009066101 |
Hotels, Restaurants & Leisure |
10,225 |
$1,482,011.50 |
0.51% |
| Rheinmetall AG |
RHM.GY |
D65111102 |
Aerospace & Defense |
1,298 |
$1,467,479.93 |
0.51% |
| HP Inc. |
HPQ |
40434L105 |
Technology Hardware, Storage & Peripherals |
59,924 |
$1,451,359.28 |
0.50% |
| Kymera Therapeutics, Inc. |
KYMR |
501575104 |
Biotechnology |
12,983 |
$1,441,891.98 |
0.50% |
| Vistra Corp. |
VST |
92840M102 |
Independent Power and Renewable Electricity Producers |
8,989 |
$1,420,172.11 |
0.49% |
| MercadoLibre, Inc. |
MELI |
58733R102 |
Broadline Retail |
744 |
$1,363,320.48 |
0.47% |
| Synopsys, Inc. |
SNPS |
871607107 |
Software |
3,242 |
$1,226,967.32 |
0.43% |
| Rambus Inc. |
RMBS |
750917106 |
Semiconductors & Semiconductor Equipment |
11,935 |
$1,203,644.75 |
0.42% |
| Space Exploration Technologies Corp. (Class A) |
SPCX |
84615Q103 |
Diversified Telecommunication Services |
9,987 |
$1,196,941.95 |
0.42% |
| BWX Technologies, Inc. |
BWXT |
05605H100 |
Aerospace & Defense |
6,999 |
$1,186,750.44 |
0.41% |
| Roblox Corporation (Class A) |
RBLX |
771049103 |
Entertainment |
22,312 |
$1,188,114.00 |
0.41% |
| Indie Semiconductor, Inc. |
INDI |
45569U101 |
Semiconductors & Semiconductor Equipment |
304,698 |
$1,148,711.46 |
0.40% |
| Karman Holdings Inc. |
KRMN |
485924104 |
Aerospace & Defense |
23,671 |
$1,062,354.48 |
0.37% |
| MDA Space Ltd. |
MDA.CT |
55293N109 |
Aerospace & Defense |
35,028 |
$1,050,254.69 |
0.36% |
| Planet Labs PBC (Class A) |
PL |
72703X106 |
Professional Services |
44,113 |
$977,102.95 |
0.34% |
| AeroVironment, Inc. |
AVAV |
008073108 |
Aerospace & Defense |
6,694 |
$954,564.40 |
0.33% |
| Oklo Inc. (Class A) |
OKLO |
02156V109 |
Electric Utilities |
19,907 |
$826,339.57 |
0.29% |
| US Dollar |
$USD |
|
Other |
816,228 |
$816,227.84 |
0.28% |
| AST SpaceMobile, Inc. |
ASTS |
00217D100 |
Diversified Telecommunication Services |
12,003 |
$689,212.26 |
0.24% |
| IonQ, Inc. |
IONQ |
46222L108 |
Technology Hardware, Storage & Peripherals |
19,945 |
$682,916.80 |
0.24% |
| NuScale Power Corporation (Class A) |
SMR |
67079K100 |
Electrical Equipment |
78,091 |
$621,604.36 |
0.22% |
| Rigetti Computing, Inc. |
RGTI |
76655K103 |
Semiconductors & Semiconductor Equipment |
42,103 |
$599,967.75 |
0.21% |
| York Space Systems Inc. |
YSS |
987084100 |
Aerospace & Defense |
32,542 |
$566,881.64 |
0.20% |
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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