Holdings of the Fund as of 5/8/2025
Total Number of Holdings (excluding cash): 101
Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Information Technology |
90,799 |
$10,818,700.85 |
2.46% |
Cadence Design Systems, Inc. |
CDNS |
127387108 |
Information Technology |
30,781 |
$9,479,316.76 |
2.16% |
Pegasystems Inc. |
PEGA |
705573103 |
Information Technology |
98,213 |
$9,228,093.48 |
2.10% |
NICE Ltd. (ADR) |
NICE |
653656108 |
Information Technology |
55,400 |
$9,072,858.00 |
2.07% |
Tempus AI, Inc. (Class A) |
TEM |
88023B103 |
Health Care |
137,223 |
$8,949,684.06 |
2.04% |
AeroVironment, Inc. |
AVAV |
008073108 |
Industrials |
51,535 |
$8,677,463.30 |
1.98% |
QinetiQ Group Plc |
QQ/.LN |
G7303P106 |
Industrials |
1,514,738 |
$8,546,731.59 |
1.95% |
Ocado Group Plc |
OCDO.LN |
G6718L106 |
Consumer Staples |
2,356,650 |
$8,146,827.90 |
1.86% |
Synopsys, Inc. |
SNPS |
871607107 |
Information Technology |
16,862 |
$8,169,639.00 |
1.86% |
Symbiotic Inc. (Class A) |
SYM |
87151X101 |
Industrials |
339,613 |
$8,130,335.22 |
1.85% |
ServiceNow, Inc. |
NOW |
81762P102 |
Information Technology |
8,293 |
$8,081,445.57 |
1.84% |
Siemens AG |
SIE.GY |
D69671218 |
Industrials |
33,518 |
$8,022,492.09 |
1.83% |
UiPath, Inc. (Class A) |
PATH |
90364P105 |
Information Technology |
626,768 |
$7,796,993.92 |
1.78% |
International Business Machines Corporation |
IBM |
459200101 |
Information Technology |
30,545 |
$7,762,706.30 |
1.77% |
C3.ai, Inc. (Class A) |
AI |
12468P104 |
Information Technology |
328,751 |
$7,715,785.97 |
1.76% |
Mobileye Global Inc. (Class A) |
MBLY |
60741F104 |
Consumer Discretionary |
489,164 |
$7,670,091.52 |
1.75% |
Palo Alto Networks, Inc. |
PANW |
697435105 |
Information Technology |
40,491 |
$7,633,768.23 |
1.74% |
Appian Corporation |
APPN |
03782L101 |
Information Technology |
237,426 |
$7,604,754.78 |
1.73% |
Workday, Inc. (Class A) |
WDAY |
98138H101 |
Information Technology |
29,280 |
$7,553,654.40 |
1.72% |
Dassault Systemes SE |
DSY.FP |
F24571451 |
Information Technology |
195,174 |
$7,300,808.39 |
1.66% |
Intuitive Surgical, Inc. |
ISRG |
46120E602 |
Health Care |
13,453 |
$7,239,866.48 |
1.65% |
Salesforce, Inc. |
CRM |
79466L302 |
Information Technology |
25,888 |
$7,241,909.12 |
1.65% |
SentinelOne, Inc. (Class A) |
S |
81730H109 |
Information Technology |
373,690 |
$7,253,322.90 |
1.65% |
Gentex Corporation |
GNTX |
371901109 |
Consumer Discretionary |
316,991 |
$7,027,690.47 |
1.60% |
Illumina, Inc. |
ILMN |
452327109 |
Health Care |
86,890 |
$6,914,706.20 |
1.58% |
Meta Platforms Inc. (Class A) |
META |
30303M102 |
Communication Services |
11,539 |
$6,900,437.39 |
1.57% |
CCC Intelligent Solutions Holdings Inc. |
CCCS |
12510Q100 |
Information Technology |
756,548 |
$6,759,756.41 |
1.54% |
Fanuc Corporation |
6954.JP |
J13440102 |
Industrials |
269,700 |
$6,693,504.74 |
1.52% |
Ambarella, Inc. |
AMBA |
G037AX101 |
Information Technology |
125,496 |
$6,631,208.64 |
1.51% |
Oceaneering International, Inc. |
OII |
675232102 |
Energy |
348,992 |
$6,623,868.16 |
1.51% |
Dynatrace, Inc. |
DT |
268150109 |
Information Technology |
134,660 |
$6,537,743.00 |
1.49% |
Hexagon AB (Class B) |
HEXAB.SS |
W4R431112 |
Information Technology |
675,863 |
$6,426,270.17 |
1.46% |
Upstart Holdings, Inc. |
UPST |
91680M107 |
Financials |
115,632 |
$5,542,241.76 |
1.26% |
PROS Holdings, Inc. |
PRO |
74346Y103 |
Information Technology |
318,827 |
$5,378,611.49 |
1.23% |
Recursion Pharmaceuticals, Inc. (Class A) |
RXRX |
75629V104 |
Health Care |
1,026,529 |
$4,506,462.31 |
1.03% |
FARO Technologies, Inc. |
FARO |
311642102 |
Information Technology |
106,597 |
$4,495,195.49 |
1.02% |
Yokogawa Electric Corporation |
6841.JP |
J97272124 |
Information Technology |
180,000 |
$4,028,095.92 |
0.92% |
Andritz AG |
ANDR.AV |
A11123105 |
Industrials |
57,785 |
$3,983,157.53 |
0.91% |
Microsoft Corporation |
MSFT |
594918104 |
Information Technology |
8,583 |
$3,760,813.11 |
0.86% |
Valmet Oyj |
VALMT.FH |
X96478114 |
Industrials |
121,326 |
$3,757,937.61 |
0.86% |
Keyence Corporation |
6861.JP |
J32491102 |
Information Technology |
8,600 |
$3,725,286.08 |
0.85% |
SK Hynix Inc. |
000660.KS |
Y8085F100 |
Information Technology |
26,208 |
$3,570,965.79 |
0.81% |
ABB Ltd |
ABBN.SW |
H0010V101 |
Industrials |
63,639 |
$3,448,738.82 |
0.79% |
Advanced Micro Devices, Inc. |
AMD |
007903107 |
Information Technology |
34,123 |
$3,470,309.10 |
0.79% |
Daifuku Co., Ltd. |
6383.JP |
J08988107 |
Industrials |
131,900 |
$3,473,331.63 |
0.79% |
Rockwell Automation, Inc. |
ROK |
773903109 |
Industrials |
11,867 |
$3,456,145.08 |
0.79% |
Delta Electronics Inc. |
2308.TT |
Y20263102 |
Information Technology |
278,079 |
$3,414,215.07 |
0.78% |
Proto Labs, Inc. |
PRLB |
743713109 |
Industrials |
85,444 |
$3,434,848.80 |
0.78% |
KLA Corporation |
KLAC |
482480100 |
Information Technology |
4,807 |
$3,380,907.31 |
0.77% |
NIDEC CORP. |
6594.JP |
J52968104 |
Industrials |
191,300 |
$3,382,819.11 |
0.77% |
Schneider Electric SE |
SU.FP |
F86921107 |
Industrials |
14,005 |
$3,387,455.56 |
0.77% |
OMRON Corporation |
6645.JP |
J61374120 |
Information Technology |
113,800 |
$3,315,717.12 |
0.76% |
Astera Labs, Inc. |
ALAB |
04626A103 |
Information Technology |
45,830 |
$3,283,261.20 |
0.75% |
Taiwan Semiconductor Manufacturing Company Ltd. (ADR) |
TSM |
874039100 |
Information Technology |
18,875 |
$3,307,277.50 |
0.75% |
NVIDIA Corporation |
NVDA |
67066G104 |
Information Technology |
27,277 |
$3,201,501.49 |
0.73% |
QUALCOMM Incorporated |
QCOM |
747525103 |
Information Technology |
21,680 |
$3,145,768.00 |
0.72% |
Micron Technology, Inc. |
MU |
595112103 |
Information Technology |
36,393 |
$3,098,863.95 |
0.71% |
Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Communication Services |
20,011 |
$3,087,297.08 |
0.70% |
Amazon.com, Inc. |
AMZN |
023135106 |
Consumer Discretionary |
16,052 |
$3,083,268.16 |
0.70% |
Cognex Corporation |
CGNX |
192422103 |
Information Technology |
103,887 |
$3,056,355.54 |
0.70% |
Tecan Group AG (Registered) |
TECN.SW |
H84774167 |
Health Care |
15,742 |
$3,054,474.03 |
0.70% |
NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Information Technology |
15,806 |
$2,980,537.42 |
0.68% |
ATS Corp. |
ATS.CN |
00217Y104 |
Industrials |
116,685 |
$2,941,963.42 |
0.67% |
JBT Marel Corporation |
JBTM |
477839104 |
Industrials |
25,814 |
$2,892,716.84 |
0.66% |
Zebra Technologies Corporation |
ZBRA |
989207105 |
Information Technology |
10,816 |
$2,870,241.92 |
0.65% |
Kratos Defense & Security Solutions, Inc. |
KTOS |
50077B207 |
Industrials |
77,472 |
$2,651,091.84 |
0.60% |
Mitsubishi Electric Corporation |
6503.JP |
J43873116 |
Industrials |
133,400 |
$2,570,620.82 |
0.59% |
Yaskawa Electric Corporation |
6506.JP |
J9690T102 |
Industrials |
127,300 |
$2,595,729.70 |
0.59% |
Renesas Electronics Corporation |
6723.JP |
J4881V107 |
Information Technology |
208,400 |
$2,446,089.82 |
0.56% |
Kawasaki Heavy Industries, Ltd. |
7012.JP |
J31502131 |
Industrials |
41,100 |
$2,378,951.41 |
0.54% |
Teradyne, Inc. |
TER |
880770102 |
Information Technology |
31,016 |
$2,383,269.44 |
0.54% |
Akamai Technologies, Inc. |
AKAM |
00971T101 |
Information Technology |
25,341 |
$2,165,135.04 |
0.49% |
Autodesk, Inc. |
ADSK |
052769106 |
Information Technology |
7,456 |
$2,159,406.72 |
0.49% |
Northrop Grumman Corporation |
NOC |
666807102 |
Industrials |
4,428 |
$2,144,790.36 |
0.49% |
Samsung Electronics Co., Ltd. |
005930.KS |
Y74718100 |
Information Technology |
54,879 |
$2,145,417.68 |
0.49% |
Tencent Holdings Limited |
700.HK |
G87572163 |
Communication Services |
33,222 |
$2,128,390.97 |
0.48% |
Baidu, Inc. (ADR) |
BIDU |
056752108 |
Communication Services |
23,649 |
$2,072,834.85 |
0.47% |
Deere & Company |
DE |
244199105 |
Industrials |
4,252 |
$2,083,437.48 |
0.47% |
DENSO Corporation |
6902.JP |
J12075107 |
Consumer Discretionary |
159,200 |
$2,051,374.88 |
0.47% |
GXO Logistics, Inc. |
GXO |
36262G101 |
Industrials |
51,864 |
$2,059,519.44 |
0.47% |
PTC Inc. |
PTC |
69370C100 |
Information Technology |
12,495 |
$2,058,426.30 |
0.47% |
Stryker Corporation |
SYK |
863667101 |
Health Care |
5,294 |
$2,024,743.24 |
0.46% |
Sony Corporation |
6758.JP |
J76379106 |
Consumer Discretionary |
82,400 |
$1,976,693.60 |
0.45% |
Tesla, Inc. |
TSLA |
88160R101 |
Consumer Discretionary |
6,978 |
$1,987,473.96 |
0.45% |
Valeo S.A. |
FR.FP |
F96221340 |
Consumer Discretionary |
196,157 |
$1,955,513.28 |
0.45% |
Alibaba Group Holding Limited (ADR) |
BABA |
01609W102 |
Consumer Discretionary |
15,429 |
$1,940,813.91 |
0.44% |
Aptiv Plc |
APTV |
G3265R107 |
Consumer Discretionary |
31,396 |
$1,918,609.56 |
0.44% |
Arista Networks, Inc. |
ANET |
040413205 |
Information Technology |
21,972 |
$1,917,496.44 |
0.44% |
Johnson & Johnson |
JNJ |
478160104 |
Health Care |
12,389 |
$1,928,471.74 |
0.44% |
Magna International Inc. |
MGA |
559222401 |
Consumer Discretionary |
56,121 |
$1,937,296.92 |
0.44% |
NAVER Corporation |
035420.KS |
Y62579100 |
Communication Services |
14,449 |
$1,952,192.78 |
0.44% |
Emerson Electric Co. |
EMR |
291011104 |
Industrials |
16,812 |
$1,889,332.56 |
0.43% |
Kakao Corp. |
035720.KS |
Y4519H119 |
Communication Services |
69,314 |
$1,836,266.55 |
0.42% |
Medtronic Plc |
MDT |
G5960L103 |
Health Care |
22,218 |
$1,857,869.16 |
0.42% |
SoftBank Group Corp. |
9984.JP |
J7596P109 |
Communication Services |
37,200 |
$1,845,464.18 |
0.42% |
Adobe Incorporated |
ADBE |
00724F101 |
Information Technology |
4,662 |
$1,790,161.38 |
0.41% |
Intel Corporation |
INTC |
458140100 |
Information Technology |
86,156 |
$1,809,276.00 |
0.41% |
Apple Inc. |
AAPL |
037833100 |
Information Technology |
8,454 |
$1,669,580.46 |
0.38% |
JD.com, Inc. (ADR) |
JD |
47215P106 |
Consumer Discretionary |
48,794 |
$1,664,851.28 |
0.38% |
Seiko Epson Corporation |
6724.JP |
J7030F105 |
Information Technology |
121,700 |
$1,634,898.32 |
0.37% |
Omnicell, Inc. |
OMCL |
68213N109 |
Health Care |
53,718 |
$1,363,900.02 |
0.31% |
Japanese Yen |
$JPY |
|
Other |
39,639,533 |
$271,671.12 |
0.06% |
US Dollar |
$USD |
|
Other |
150,570 |
$150,569.82 |
0.03% |
Euro |
$EUR |
|
Other |
46,667 |
$52,393.51 |
0.01% |
Danish Krone |
$DKK |
|
Other |
53 |
$7.90 |
0.00% |
Norwegian Krone |
$NOK |
|
Other |
368 |
$35.28 |
0.00% |
Pound Sterling |
$GBP |
|
Other |
30 |
$39.38 |
0.00% |
South Korean Won |
$KRW |
|
Other |
15,624,051 |
$11,125.07 |
0.00% |
Swedish Krona |
$SEK |
|
Other |
0 |
$0.03 |
0.00% |
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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