Holdings of the Fund as of 6/30/2026
Total Number of Holdings (excluding cash): 79
| NVIDIA Corporation |
NVDA |
67066G104 |
Semiconductors & Semiconductor Equipment |
113,795 |
$22,769,241.55 |
7.54% |
| Advanced Micro Devices, Inc. |
AMD |
007903107 |
Semiconductors & Semiconductor Equipment |
27,380 |
$15,905,315.80 |
5.27% |
| Amazon.com, Inc. |
AMZN |
023135106 |
Broadline Retail |
63,169 |
$15,055,699.46 |
4.99% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Interactive Media & Services |
41,550 |
$14,848,723.50 |
4.92% |
| Marvell Technology, Inc. |
MRVL |
573874104 |
Semiconductors & Semiconductor Equipment |
38,607 |
$11,500,639.23 |
3.81% |
| Eli Lilly and Company |
LLY |
532457108 |
Pharmaceuticals |
9,523 |
$11,422,171.89 |
3.78% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
30,094 |
$11,368,008.50 |
3.76% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
26,801 |
$9,997,309.02 |
3.31% |
| Micron Technology, Inc. |
MU |
595112103 |
Semiconductors & Semiconductor Equipment |
8,296 |
$9,575,989.84 |
3.17% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
54,502 |
$7,987,268.10 |
2.64% |
| Schneider Electric SE |
SU.FP |
F86921107 |
Electrical Equipment |
20,493 |
$6,682,703.71 |
2.21% |
| Tesla, Inc. |
TSLA |
88160R101 |
Automobiles |
15,099 |
$6,350,639.40 |
2.10% |
| Arista Networks, Inc. |
ANET |
040413205 |
Communications Equipment |
37,224 |
$6,323,613.12 |
2.09% |
| Eaton Corporation Plc |
ETN |
G29183103 |
Electrical Equipment |
14,675 |
$6,253,311.00 |
2.07% |
| Siemens Energy AG |
ENR.GR |
D6T47E106 |
Electrical Equipment |
31,760 |
$6,016,691.12 |
1.99% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Interactive Media & Services |
9,720 |
$5,475,178.80 |
1.81% |
| Shopify Inc. (Class A) |
SHOP |
82509L107 |
IT Services |
42,539 |
$4,857,103.02 |
1.61% |
| Neurocrine Biosciences, Inc. |
NBIX |
64125C109 |
Biotechnology |
24,799 |
$4,179,499.53 |
1.38% |
| Ascendis Pharma A/S |
ASND |
K08588103 |
Biotechnology |
15,220 |
$4,059,478.40 |
1.34% |
| argenx SE |
ARGX.BB |
N0610Q109 |
Biotechnology |
4,289 |
$3,976,342.31 |
1.32% |
| ServiceNow, Inc. |
NOW |
81762P102 |
Software |
38,503 |
$3,822,577.84 |
1.27% |
| Madrigal Pharmaceuticals, Inc. |
MDGL |
558868105 |
Biotechnology |
6,764 |
$3,631,929.80 |
1.20% |
| NextEra Energy, Inc. |
NEE |
65339F101 |
Electric Utilities |
41,242 |
$3,619,810.34 |
1.20% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Software |
10,635 |
$3,626,747.70 |
1.20% |
| Mirum Pharmaceuticals, Inc. |
MIRM |
604749101 |
Biotechnology |
29,595 |
$3,464,686.65 |
1.15% |
| Halozyme Therapeutics, Inc. |
HALO |
40637H109 |
Biotechnology |
42,680 |
$3,340,563.60 |
1.11% |
| Solaris Energy Infrastructure, Inc. (Class A) |
SEI |
83418M103 |
Energy Equipment & Services |
41,472 |
$3,336,837.12 |
1.10% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
7,506 |
$3,238,538.76 |
1.07% |
| GE Vernova Inc. |
GEV |
36828A101 |
Electrical Equipment |
2,758 |
$3,240,263.88 |
1.07% |
| Xometry, Inc. (Class A) |
XMTR |
98423F109 |
Trading Companies & Distributors |
32,163 |
$3,104,372.76 |
1.03% |
| Figure Technology Solutions, Inc. (Class A) |
FIGR |
349381103 |
Consumer Finance |
95,718 |
$2,939,499.78 |
0.97% |
| BridgeBio Pharma, Inc. |
BBIO |
10806X102 |
Biotechnology |
37,525 |
$2,794,862.00 |
0.93% |
| Ouster, Inc. |
OUST |
68989M202 |
Electronic Equipment, Instruments & Components |
43,142 |
$2,697,237.84 |
0.89% |
| Modine Manufacturing Company |
MOD |
607828100 |
Building Products |
9,719 |
$2,595,167.38 |
0.86% |
| CrowdStrike Holdings, Inc. (Class A) |
CRWD |
22788C105 |
Software |
3,304 |
$2,521,414.56 |
0.83% |
| Merck & Co., Inc. |
MRK |
58933Y105 |
Pharmaceuticals |
18,365 |
$2,359,902.50 |
0.78% |
| Vertiv Holdings Co (Class A) |
VRT |
92537N108 |
Electrical Equipment |
6,703 |
$2,244,298.46 |
0.74% |
| Robinhood Markets, Inc. (Class A) |
HOOD |
770700102 |
Capital Markets |
21,902 |
$2,196,332.56 |
0.73% |
| Alnylam Pharmaceuticals, Inc. |
ALNY |
02043Q107 |
Biotechnology |
7,232 |
$2,177,048.96 |
0.72% |
| Carpenter Technology Corporation |
CRS |
144285103 |
Aerospace & Defense |
3,517 |
$2,169,426.28 |
0.72% |
| Quantinuum Inc. (Class A) |
QNT |
74768A104 |
IT Services |
26,590 |
$2,173,466.60 |
0.72% |
| Block Inc. (Class A) |
XYZ |
852234103 |
Financial Services |
27,293 |
$2,074,268.00 |
0.69% |
| Reddit, Inc. (Class A) |
RDDT |
75734B100 |
Interactive Media & Services |
12,046 |
$2,090,944.68 |
0.69% |
| Semtech Corporation |
SMTC |
816850101 |
Semiconductors & Semiconductor Equipment |
12,868 |
$2,082,685.80 |
0.69% |
| Rubrik, Inc. (Class A) |
RBRK |
781154109 |
Software |
25,363 |
$2,036,141.64 |
0.67% |
| Alkermes Plc |
ALKS |
G01767105 |
Biotechnology |
37,751 |
$1,977,963.67 |
0.65% |
| Coinbase Global, Inc. (Class A) |
COIN |
19260Q107 |
Capital Markets |
12,788 |
$1,869,477.72 |
0.62% |
| Spotify Technology S.A. |
SPOT |
L8681T102 |
Entertainment |
4,037 |
$1,853,507.81 |
0.61% |
| Tradeweb Markets Inc. (Class A) |
TW |
892672106 |
Capital Markets |
18,336 |
$1,827,365.76 |
0.61% |
| Baker Hughes Company (Class A) |
BKR |
05722G100 |
Energy Equipment & Services |
32,394 |
$1,797,867.00 |
0.60% |
| MongoDB, Inc. |
MDB |
60937P106 |
IT Services |
5,396 |
$1,812,516.40 |
0.60% |
| Adyen NV |
ADYEN.NA |
N3501V104 |
Financial Services |
1,890 |
$1,771,659.05 |
0.59% |
| IDEAYA Biosciences, Inc. |
IDYA |
45166A102 |
Biotechnology |
46,062 |
$1,716,730.74 |
0.57% |
| Zebra Technologies Corporation |
ZBRA |
989207105 |
Electronic Equipment, Instruments & Components |
6,433 |
$1,693,551.58 |
0.56% |
| Leonardo DRS, Inc. |
DRS |
52661A108 |
Aerospace & Defense |
38,871 |
$1,658,625.57 |
0.55% |
| Toast, Inc. (Class A) |
TOST |
888787108 |
Financial Services |
59,654 |
$1,659,574.28 |
0.55% |
| Cellebrite DI Ltd. |
CLBT |
M2197Q107 |
Software |
108,022 |
$1,577,121.20 |
0.52% |
| Rambus Inc. |
RMBS |
750917106 |
Semiconductors & Semiconductor Equipment |
11,796 |
$1,565,801.04 |
0.52% |
| Airbnb, Inc. (Class A) |
ABNB |
009066101 |
Hotels, Restaurants & Leisure |
10,106 |
$1,446,168.60 |
0.48% |
| Cloudflare, Inc. (Class A) |
NET |
18915M107 |
IT Services |
5,916 |
$1,451,076.48 |
0.48% |
| Planet Labs PBC (Class A) |
PL |
72703X106 |
Professional Services |
43,603 |
$1,444,567.39 |
0.48% |
| MDA Space Ltd. |
MDA.CT |
55293N109 |
Aerospace & Defense |
34,623 |
$1,430,571.35 |
0.47% |
| Synopsys, Inc. |
SNPS |
871607107 |
Software |
3,204 |
$1,429,208.28 |
0.47% |
| BWX Technologies, Inc. |
BWXT |
05605H100 |
Aerospace & Defense |
6,918 |
$1,346,588.70 |
0.45% |
| Indie Semiconductor, Inc. |
INDI |
45569U101 |
Semiconductors & Semiconductor Equipment |
301,174 |
$1,352,271.26 |
0.45% |
| MercadoLibre, Inc. |
MELI |
58733R102 |
Broadline Retail |
735 |
$1,247,581.65 |
0.41% |
| Roblox Corporation (Class A) |
RBLX |
771049103 |
Entertainment |
22,054 |
$1,199,296.52 |
0.40% |
| Karman Holdings Inc. |
KRMN |
485924104 |
Aerospace & Defense |
23,397 |
$1,167,978.24 |
0.39% |
| AeroVironment, Inc. |
AVAV |
008073108 |
Aerospace & Defense |
6,617 |
$1,092,268.19 |
0.36% |
| AST SpaceMobile, Inc. |
ASTS |
00217D100 |
Diversified Telecommunication Services |
11,864 |
$1,054,235.04 |
0.35% |
| Firefly Aerospace Inc. |
FLY |
31816X106 |
Aerospace & Defense |
35,546 |
$1,045,052.40 |
0.35% |
| IonQ, Inc. |
IONQ |
46222L108 |
Technology Hardware, Storage & Peripherals |
19,714 |
$1,049,967.64 |
0.35% |
| Intuitive Surgical, Inc. |
ISRG |
46120E602 |
Health Care Equipment & Supplies |
2,576 |
$1,024,423.68 |
0.34% |
| Oklo Inc. (Class A) |
OKLO |
02156V109 |
Electric Utilities |
19,676 |
$1,029,645.08 |
0.34% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Software |
8,629 |
$1,006,745.43 |
0.33% |
| Space Exploration Technologies Corp. |
SPCX |
84615Q103 |
Diversified Telecommunication Services |
5,566 |
$951,006.76 |
0.31% |
| US Dollar |
$USD |
|
Other |
890,688 |
$890,688.29 |
0.29% |
| Rigetti Computing, Inc. |
RGTI |
76655K103 |
Semiconductors & Semiconductor Equipment |
41,617 |
$804,040.44 |
0.27% |
| NuScale Power Corporation (Class A) |
SMR |
67079K100 |
Electrical Equipment |
77,188 |
$774,195.64 |
0.26% |
| York Space Systems Inc. |
YSS |
987084100 |
Aerospace & Defense |
32,165 |
$791,902.30 |
0.26% |
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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