Holdings of the Fund as of 1/23/2026
Total Number of Holdings (excluding cash): 72
| NVIDIA Corporation |
NVDA |
67066G104 |
Information Technology |
59,170 |
$11,104,433.90 |
12.68% |
| Microsoft Corporation |
MSFT |
594918104 |
Information Technology |
11,441 |
$5,330,933.95 |
6.09% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Communication Services |
14,621 |
$4,794,664.53 |
5.48% |
| Amazon.com, Inc. |
AMZN |
023135106 |
Consumer Discretionary |
17,737 |
$4,241,980.92 |
4.84% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Communication Services |
6,401 |
$4,216,722.76 |
4.82% |
| Broadcom Inc. |
AVGO |
11135F101 |
Information Technology |
12,157 |
$3,890,847.85 |
4.44% |
| Apple Inc. |
AAPL |
037833100 |
Information Technology |
13,154 |
$3,262,718.16 |
3.73% |
| Carvana Co. (Class A) |
CVNA |
146869102 |
Consumer Discretionary |
5,726 |
$2,710,173.06 |
3.09% |
| Shopify Inc. (Class A) |
SHOP |
82509L107 |
Information Technology |
18,854 |
$2,599,778.06 |
2.97% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Information Technology |
3,715 |
$1,948,183.15 |
2.22% |
| Taiwan Semiconductor Manufacturing Company Ltd. (ADR) |
TSM |
874039100 |
Information Technology |
5,751 |
$1,925,837.37 |
2.20% |
| Netflix, Inc. |
NFLX |
64110L106 |
Communication Services |
20,888 |
$1,798,874.56 |
2.05% |
| Nu Holdings Ltd. (Class A) |
NU |
G6683N103 |
Financials |
99,617 |
$1,797,090.68 |
2.05% |
| DoorDash, Inc. (Class A) |
DASH |
25809K105 |
Consumer Discretionary |
8,515 |
$1,764,563.45 |
2.02% |
| Eli Lilly and Company |
LLY |
532457108 |
Health Care |
1,619 |
$1,723,085.51 |
1.97% |
| Sea Limited (ADR) |
SE |
81141R100 |
Consumer Discretionary |
13,722 |
$1,712,231.16 |
1.96% |
| Visa Inc. (Class A) |
V |
92826C839 |
Financials |
4,913 |
$1,602,522.34 |
1.83% |
| Samsara Inc. (Class A) |
IOT |
79589L106 |
Information Technology |
45,396 |
$1,457,211.60 |
1.66% |
| Block Inc. (Class A) |
XYZ |
852234103 |
Financials |
21,664 |
$1,447,805.12 |
1.65% |
| US Dollar |
$USD |
|
Other |
1,366,582 |
$1,366,581.50 |
1.56% |
| Tesla, Inc. |
TSLA |
88160R101 |
Consumer Discretionary |
2,825 |
$1,268,594.50 |
1.45% |
| Spotify Technology S.A. |
SPOT |
L8681T102 |
Communication Services |
2,459 |
$1,261,983.39 |
1.44% |
| Mastercard Incorporated |
MA |
57636Q104 |
Financials |
2,227 |
$1,168,595.98 |
1.33% |
| Intercontinental Exchange, Inc. |
ICE |
45866F104 |
Financials |
6,681 |
$1,155,345.33 |
1.32% |
| Carpenter Technology Corporation |
CRS |
144285103 |
Industrials |
2,522 |
$846,811.94 |
0.97% |
| Roblox Corporation (Class A) |
RBLX |
771049103 |
Communication Services |
11,466 |
$849,859.92 |
0.97% |
| Axon Enterprise Inc. |
AXON |
05464C101 |
Industrials |
1,375 |
$843,067.50 |
0.96% |
| Advanced Micro Devices, Inc. |
AMD |
007903107 |
Information Technology |
3,012 |
$782,156.16 |
0.89% |
| Quanta Services, Inc. |
PWR |
74762E102 |
Industrials |
1,655 |
$775,797.80 |
0.89% |
| KLA Corporation |
KLAC |
482480100 |
Information Technology |
492 |
$744,287.76 |
0.85% |
| Cloudflare, Inc. (Class A) |
NET |
18915M107 |
Information Technology |
4,142 |
$718,388.48 |
0.82% |
| Datadog, Inc. (Class A) |
DDOG |
23804L103 |
Information Technology |
5,430 |
$706,605.90 |
0.81% |
| GE Aerospace |
GE |
369604301 |
Industrials |
2,211 |
$649,746.57 |
0.74% |
| Oracle Corporation |
ORCL |
68389X105 |
Information Technology |
3,529 |
$625,197.64 |
0.71% |
| Arista Networks, Inc. |
ANET |
040413205 |
Information Technology |
4,514 |
$615,438.76 |
0.70% |
| Amphenol Corporation |
APH |
032095101 |
Information Technology |
3,927 |
$592,937.73 |
0.68% |
| FTAI Aviation Ltd. |
FTAI |
G3730V105 |
Industrials |
2,020 |
$590,042.00 |
0.67% |
| Hilton Worldwide Holdings Inc. |
HLT |
43300A203 |
Consumer Discretionary |
1,938 |
$577,737.18 |
0.66% |
| Vertex Pharmaceuticals Incorporated |
VRTX |
92532F100 |
Health Care |
1,203 |
$563,497.23 |
0.64% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Information Technology |
1,638 |
$521,408.16 |
0.60% |
| ServiceNow, Inc. |
NOW |
81762P102 |
Information Technology |
3,690 |
$491,175.90 |
0.56% |
| Walmart Inc. |
WMT |
931142103 |
Consumer Staples |
4,172 |
$491,169.56 |
0.56% |
| Caterpillar Inc. |
CAT |
149123101 |
Industrials |
756 |
$473,724.72 |
0.54% |
| Lowe's Companies, Inc. |
LOW |
548661107 |
Consumer Discretionary |
1,693 |
$468,503.89 |
0.54% |
| The Sherwin-Williams Company |
SHW |
824348106 |
Materials |
1,331 |
$463,880.12 |
0.53% |
| Chipotle Mexican Grill, Inc. |
CMG |
169656105 |
Consumer Discretionary |
11,198 |
$457,662.26 |
0.52% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Information Technology |
2,530 |
$455,855.40 |
0.52% |
| Intuit Inc. |
INTU |
461202103 |
Information Technology |
778 |
$438,764.83 |
0.50% |
| GE Vernova Inc. |
GEV |
36828A101 |
Industrials |
657 |
$432,161.46 |
0.49% |
| O'Reilly Automotive, Inc. |
ORLY |
67103H107 |
Consumer Discretionary |
4,266 |
$423,315.18 |
0.48% |
| BJ's Wholesale Club Holdings, Inc. |
BJ |
05550J101 |
Consumer Staples |
4,097 |
$399,252.65 |
0.46% |
| Liberty Media Corp-Liberty Formula One (Class C) |
FWONK |
531229755 |
Communication Services |
4,407 |
$390,856.83 |
0.45% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Information Technology |
2,247 |
$381,091.20 |
0.44% |
| Ferguson Enterprises Inc. |
FERG |
31488V107 |
Industrials |
1,473 |
$374,171.46 |
0.43% |
| American Express Company |
AXP |
025816109 |
Financials |
1,005 |
$363,498.45 |
0.42% |
| Ultragenyx Pharmaceutical Inc. |
RARE |
90400D108 |
Health Care |
14,162 |
$342,862.02 |
0.39% |
| Coherent Corp. |
COHR |
19247G107 |
Information Technology |
1,574 |
$309,983.56 |
0.35% |
| KKR & Co. Inc. (Class A) |
KKR |
48251W104 |
Financials |
2,560 |
$310,400.00 |
0.35% |
| Republic Services, Inc. |
RSG |
760759100 |
Industrials |
1,378 |
$299,866.58 |
0.34% |
| Royal Caribbean Cruises Ltd. |
RCL |
V7780T103 |
Consumer Discretionary |
1,030 |
$294,693.30 |
0.34% |
| Interactive Brokers Group, Inc. (Class A) |
IBKR |
45841N107 |
Financials |
3,643 |
$282,623.94 |
0.32% |
| PTC Inc. |
PTC |
69370C100 |
Information Technology |
1,722 |
$279,205.08 |
0.32% |
| Tyler Technologies, Inc. |
TYL |
902252105 |
Information Technology |
612 |
$266,073.12 |
0.30% |
| Synopsys, Inc. |
SNPS |
871607107 |
Information Technology |
509 |
$255,207.51 |
0.29% |
| Cummins Inc. |
CMI |
231021106 |
Industrials |
429 |
$245,293.62 |
0.28% |
| Veeva Systems Inc. (Class A) |
VEEV |
922475108 |
Health Care |
1,115 |
$247,530.00 |
0.28% |
| Wells Fargo & Company |
WFC |
949746101 |
Financials |
2,850 |
$247,836.00 |
0.28% |
| Builders FirstSource, Inc. |
BLDR |
12008R107 |
Industrials |
1,889 |
$231,138.04 |
0.26% |
| Ares Management Corporation (Class A) |
ARES |
03990B101 |
Financials |
1,380 |
$215,128.20 |
0.25% |
| DexCom, Inc. |
DXCM |
252131107 |
Health Care |
3,028 |
$220,620.08 |
0.25% |
| Natera, Inc. |
NTRA |
632307104 |
Health Care |
804 |
$194,230.32 |
0.22% |
| Credo Technology Group Holding Ltd |
CRDO |
G25457105 |
Information Technology |
1,029 |
$137,021.64 |
0.16% |
| Klarna Group Plc |
KLAR |
G5279N105 |
Financials |
4,772 |
$132,184.40 |
0.15% |
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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