Holdings of the Fund as of 5/8/2026
Total Number of Holdings (excluding cash): 75
| NVIDIA Corporation |
NVDA |
67066G104 |
Information Technology |
53,881 |
$11,595,191.20 |
12.83% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Communication Services |
14,687 |
$5,886,549.60 |
6.51% |
| Amazon.com, Inc. |
AMZN |
023135106 |
Consumer Discretionary |
16,881 |
$4,603,111.08 |
5.09% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Communication Services |
6,847 |
$4,174,136.61 |
4.62% |
| Microsoft Corporation |
MSFT |
594918104 |
Information Technology |
10,067 |
$4,179,013.04 |
4.62% |
| Broadcom Inc. |
AVGO |
11135F101 |
Information Technology |
9,314 |
$4,005,020.00 |
4.43% |
| Apple Inc. |
AAPL |
037833100 |
Information Technology |
13,016 |
$3,817,853.12 |
4.22% |
| US Dollar |
$USD |
|
Other |
3,506,842 |
$3,506,842.11 |
3.88% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Information Technology |
3,250 |
$2,543,580.00 |
2.81% |
| Taiwan Semiconductor Manufacturing Company Limited (ADR) |
TSM |
874039100 |
Information Technology |
6,014 |
$2,475,843.52 |
2.74% |
| Carvana Co. (Class A) |
CVNA |
146869102 |
Consumer Discretionary |
24,225 |
$1,888,096.50 |
2.09% |
| Shopify Inc. (Class A) |
SHOP |
82509L107 |
Information Technology |
16,251 |
$1,794,272.91 |
1.99% |
| Spotify Technology S.A. |
SPOT |
L8681T102 |
Communication Services |
4,143 |
$1,731,069.69 |
1.92% |
| Quanta Services, Inc. |
PWR |
74762E102 |
Industrials |
2,203 |
$1,641,235.00 |
1.82% |
| Block Inc. (Class A) |
XYZ |
852234103 |
Financials |
21,227 |
$1,588,840.95 |
1.76% |
| Eli Lilly and Company |
LLY |
532457108 |
Health Care |
1,645 |
$1,560,200.25 |
1.73% |
| Carpenter Technology Corporation |
CRS |
144285103 |
Industrials |
3,536 |
$1,512,877.60 |
1.67% |
| Netflix, Inc. |
NFLX |
64110L106 |
Communication Services |
16,961 |
$1,483,917.89 |
1.64% |
| Lam Research Corporation |
LRCX |
512807306 |
Information Technology |
4,374 |
$1,286,174.70 |
1.42% |
| DoorDash, Inc. (Class A) |
DASH |
25809K105 |
Consumer Discretionary |
7,553 |
$1,238,163.29 |
1.37% |
| Visa Inc. (Class A) |
V |
92826C839 |
Financials |
3,847 |
$1,226,385.13 |
1.36% |
| Tesla, Inc. |
TSLA |
88160R101 |
Consumer Discretionary |
2,651 |
$1,135,555.85 |
1.26% |
| Mastercard Incorporated |
MA |
57636Q104 |
Financials |
2,242 |
$1,110,866.16 |
1.23% |
| Cloudflare, Inc. (Class A) |
NET |
18915M107 |
Information Technology |
5,470 |
$1,072,831.10 |
1.19% |
| Nu Holdings Ltd. (Class A) |
NU |
G6683N103 |
Financials |
78,019 |
$1,076,662.20 |
1.19% |
| Intercontinental Exchange, Inc. |
ICE |
45866F104 |
Financials |
6,547 |
$1,020,153.54 |
1.13% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Information Technology |
2,151 |
$1,007,851.05 |
1.12% |
| Advanced Micro Devices, Inc. |
AMD |
007903107 |
Information Technology |
2,203 |
$1,002,783.57 |
1.11% |
| KLA Corporation |
KLAC |
482480100 |
Information Technology |
486 |
$908,426.34 |
1.01% |
| Datadog, Inc. (Class A) |
DDOG |
23804L103 |
Information Technology |
4,243 |
$849,278.88 |
0.94% |
| Sea Limited (ADR) |
SE |
81141R100 |
Consumer Discretionary |
9,494 |
$823,414.62 |
0.91% |
| GE Aerospace |
GE |
369604301 |
Industrials |
2,444 |
$726,234.60 |
0.80% |
| Samsara Inc. (Class A) |
IOT |
79589L106 |
Information Technology |
24,399 |
$725,626.26 |
0.80% |
| Oracle Corporation |
ORCL |
68389X105 |
Information Technology |
3,537 |
$693,075.15 |
0.77% |
| Axon Enterprise Inc. |
AXON |
05464C101 |
Industrials |
1,556 |
$627,908.24 |
0.69% |
| Arista Networks, Inc. |
ANET |
040413205 |
Information Technology |
4,167 |
$590,755.59 |
0.65% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Information Technology |
4,072 |
$561,121.60 |
0.62% |
| Amphenol Corporation |
APH |
032095101 |
Information Technology |
4,250 |
$544,127.50 |
0.60% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Information Technology |
2,624 |
$545,477.12 |
0.60% |
| Micron Technology, Inc. |
MU |
595112103 |
Information Technology |
716 |
$534,715.96 |
0.59% |
| The Sherwin-Williams Company |
SHW |
824348106 |
Materials |
1,606 |
$508,812.92 |
0.56% |
| Hilton Worldwide Holdings Inc. |
HLT |
43300A203 |
Consumer Discretionary |
1,509 |
$478,021.02 |
0.53% |
| Walmart Inc. |
WMT |
931142103 |
Consumer Staples |
3,605 |
$470,200.15 |
0.52% |
| Lowe's Companies, Inc. |
LOW |
548661107 |
Consumer Discretionary |
2,015 |
$461,838.00 |
0.51% |
| Vertex Pharmaceuticals Incorporated |
VRTX |
92532F100 |
Health Care |
1,071 |
$460,337.22 |
0.51% |
| GE Vernova Inc. |
GEV |
36828A101 |
Industrials |
433 |
$450,384.95 |
0.50% |
| O'Reilly Automotive, Inc. |
ORLY |
67103H107 |
Consumer Discretionary |
4,745 |
$441,095.20 |
0.49% |
| BJ's Wholesale Club Holdings, Inc. |
BJ |
05550J101 |
Consumer Staples |
4,307 |
$400,421.79 |
0.44% |
| FTAI Aviation Ltd. |
FTAI |
G3730V105 |
Industrials |
1,458 |
$394,082.82 |
0.44% |
| Liberty Media Corp-Liberty Formula One (Class C) |
FWONK |
531229755 |
Communication Services |
4,133 |
$390,361.85 |
0.43% |
| Royal Caribbean Cruises Ltd. |
RCL |
V7780T103 |
Consumer Discretionary |
1,404 |
$386,436.96 |
0.43% |
| Analog Devices, Inc. |
ADI |
032654105 |
Information Technology |
864 |
$359,873.28 |
0.40% |
| Ultragenyx Pharmaceutical Inc. |
RARE |
90400D108 |
Health Care |
13,877 |
$362,467.24 |
0.40% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Information Technology |
974 |
$353,269.80 |
0.39% |
| EchoStar Corporation (Class A) |
SATS |
278768106 |
Communication Services |
2,670 |
$339,490.50 |
0.38% |
| Ferguson Enterprises Inc. |
FERG |
31488V107 |
Industrials |
1,269 |
$306,260.46 |
0.34% |
| Nasdaq, Inc. |
NDAQ |
631103108 |
Financials |
3,309 |
$294,203.19 |
0.33% |
| L3Harris Technologies, Inc. |
LHX |
502431109 |
Industrials |
948 |
$284,058.72 |
0.31% |
| Intuit Inc. |
INTU |
461202103 |
Information Technology |
683 |
$270,679.73 |
0.30% |
| KKR & Co. Inc. (Class A) |
KKR |
48251W104 |
Financials |
2,645 |
$271,165.40 |
0.30% |
| PTC Inc. |
PTC |
69370C100 |
Information Technology |
1,770 |
$259,570.50 |
0.29% |
| Synopsys, Inc. |
SNPS |
871607107 |
Information Technology |
511 |
$263,921.28 |
0.29% |
| Wayfair Inc. (Class A) |
W |
94419L101 |
Consumer Discretionary |
3,919 |
$259,672.94 |
0.29% |
| Wells Fargo & Company |
WFC |
949746101 |
Financials |
3,452 |
$261,109.28 |
0.29% |
| Cummins Inc. |
CMI |
231021106 |
Industrials |
372 |
$252,792.60 |
0.28% |
| DexCom, Inc. |
DXCM |
252131107 |
Health Care |
4,233 |
$256,562.13 |
0.28% |
| Coherent Corp. |
COHR |
19247G107 |
Information Technology |
683 |
$228,982.58 |
0.25% |
| American Express Company |
AXP |
025816109 |
Financials |
676 |
$213,636.28 |
0.24% |
| Interactive Brokers Group, Inc. (Class A) |
IBKR |
45841N107 |
Financials |
2,523 |
$212,991.66 |
0.24% |
| Rocket Companies, Inc. (Class A) |
RKT |
77311W101 |
Financials |
13,690 |
$214,796.10 |
0.24% |
| Intuitive Surgical, Inc. |
ISRG |
46120E602 |
Health Care |
456 |
$205,227.36 |
0.23% |
| Veeva Systems Inc. (Class A) |
VEEV |
922475108 |
Health Care |
1,268 |
$210,919.12 |
0.23% |
| Natera, Inc. |
NTRA |
632307104 |
Health Care |
1,020 |
$198,124.80 |
0.22% |
| Sandisk Corporation |
SNDK |
80004C200 |
Information Technology |
84 |
$131,236.56 |
0.15% |
| Snowflake Inc. (Class A) |
SNOW |
833445109 |
Information Technology |
898 |
$136,900.10 |
0.15% |
| Diamondback Energy, Inc. |
FANG |
25278X109 |
Energy |
449 |
$84,726.30 |
0.09% |
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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