Holdings of the Fund as of 1/29/2026
Total Number of Holdings (excluding cash): 50
| Western Digital Corporation |
WDC |
958102105 |
Technology |
212,330 |
$59,114,795.30 |
3.16% |
| Lam Research Corporation |
LRCX |
512807306 |
Technology |
223,187 |
$55,388,317.79 |
2.96% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Technology |
36,410 |
$52,982,375.60 |
2.83% |
| KLA Corporation |
KLAC |
482480100 |
Technology |
30,866 |
$52,000,258.86 |
2.78% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Technology |
41,029 |
$48,543,461.35 |
2.60% |
| Advanced Micro Devices, Inc. |
AMD |
007903107 |
Technology |
180,146 |
$45,429,218.28 |
2.43% |
| Gilead Sciences, Inc. |
GILD |
375558103 |
Health Care |
309,346 |
$43,169,234.30 |
2.31% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Technology |
58,364 |
$43,090,724.84 |
2.31% |
| DexCom, Inc. |
DXCM |
252131107 |
Health Care |
582,024 |
$43,069,776.00 |
2.30% |
| MercadoLibre, Inc. |
MELI |
58733R102 |
Consumer Discretionary |
19,248 |
$42,694,758.72 |
2.28% |
| NVIDIA Corporation |
NVDA |
67066G104 |
Technology |
212,434 |
$40,895,669.34 |
2.19% |
| Monster Beverage Corporation |
MNST |
61174X109 |
Consumer Staples |
504,177 |
$40,354,327.08 |
2.16% |
| Amgen Inc. |
AMGN |
031162100 |
Health Care |
117,442 |
$40,275,559.48 |
2.15% |
| Vertex Pharmaceuticals Incorporated |
VRTX |
92532F100 |
Health Care |
84,281 |
$40,090,786.08 |
2.14% |
| Fortinet, Inc. |
FTNT |
34959E109 |
Technology |
479,169 |
$39,057,065.19 |
2.09% |
| Electronic Arts Inc. |
EA |
285512109 |
Consumer Discretionary |
188,547 |
$38,454,160.65 |
2.06% |
| Verisk Analytics, Inc. (Class A) |
VRSK |
92345Y106 |
Industrials |
176,344 |
$38,194,346.96 |
2.04% |
| Regeneron Pharmaceuticals, Inc. |
REGN |
75886F107 |
Health Care |
50,066 |
$37,521,463.04 |
2.01% |
| Airbnb, Inc. (Class A) |
ABNB |
009066101 |
Consumer Discretionary |
284,214 |
$37,450,878.78 |
2.00% |
| Broadcom Inc. |
AVGO |
11135F101 |
Technology |
112,963 |
$37,360,252.99 |
2.00% |
| IDEXX Laboratories, Inc. |
IDXX |
45168D104 |
Health Care |
54,899 |
$37,150,702.29 |
1.99% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Technology |
122,094 |
$36,954,190.98 |
1.98% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Telecommunications |
195,438 |
$36,992,504.64 |
1.98% |
| Arm Holdings Plc |
ARM |
042068205 |
Technology |
337,179 |
$36,560,318.97 |
1.96% |
| Automatic Data Processing, Inc. |
ADP |
053015103 |
Industrials |
149,059 |
$36,664,042.23 |
1.96% |
| Booking Holdings Inc. |
BKNG |
09857L108 |
Consumer Discretionary |
7,129 |
$36,452,858.28 |
1.95% |
| CoStar Group, Inc. |
CSGP |
22160N109 |
Real Estate |
589,430 |
$36,503,399.90 |
1.95% |
| Apple Inc. |
AAPL |
037833100 |
Technology |
140,493 |
$36,286,532.04 |
1.94% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Technology |
205,740 |
$36,251,388.00 |
1.94% |
| PDD Holdings Inc. (ADR) |
PDD |
722304102 |
Technology |
351,096 |
$36,057,559.20 |
1.93% |
| Datadog, Inc. (Class A) |
DDOG |
23804L103 |
Technology |
273,870 |
$35,104,656.60 |
1.88% |
| Paychex, Inc. |
PAYX |
704326107 |
Industrials |
342,434 |
$35,007,027.82 |
1.87% |
| Microsoft Corporation |
MSFT |
594918104 |
Technology |
79,125 |
$34,300,687.50 |
1.83% |
| DoorDash, Inc. (Class A) |
DASH |
25809K105 |
Technology |
164,135 |
$34,087,556.80 |
1.82% |
| Intuitive Surgical, Inc. |
ISRG |
46120E602 |
Health Care |
67,163 |
$34,088,580.65 |
1.82% |
| Netflix, Inc. |
NFLX |
64110L106 |
Consumer Discretionary |
407,336 |
$33,874,061.76 |
1.81% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Technology |
219,393 |
$33,396,002.46 |
1.79% |
| Alnylam Pharmaceuticals, Inc. |
ALNY |
02043Q107 |
Health Care |
96,066 |
$33,314,728.14 |
1.78% |
| Zscaler, Inc. |
ZS |
98980G102 |
Technology |
165,334 |
$33,170,960.42 |
1.77% |
| Axon Enterprise Inc. |
AXON |
05464C101 |
Industrials |
64,707 |
$32,973,393.06 |
1.76% |
| Autodesk, Inc. |
ADSK |
052769106 |
Technology |
128,128 |
$32,759,767.04 |
1.75% |
| Adobe Incorporated |
ADBE |
00724F101 |
Technology |
108,043 |
$31,510,740.95 |
1.69% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Technology |
86,402 |
$31,536,730.00 |
1.69% |
| Workday, Inc. (Class A) |
WDAY |
98138H101 |
Technology |
175,861 |
$30,715,882.26 |
1.64% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Technology |
53,299 |
$30,339,922.76 |
1.62% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Technology |
198,824 |
$30,193,412.64 |
1.62% |
| Atlassian Corporation (Class A) |
TEAM |
049468101 |
Technology |
238,706 |
$28,735,428.28 |
1.54% |
| Intuit Inc. |
INTU |
461202103 |
Technology |
57,274 |
$28,807,676.52 |
1.54% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Technology |
62,587 |
$21,170,052.75 |
1.13% |
| Alphabet Inc. (Class C) |
GOOG |
02079K107 |
Technology |
62,293 |
$21,096,147.38 |
1.13% |
| US Dollar |
$USD |
|
Other |
2,067,520 |
$2,067,520.00 |
0.11% |
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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