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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| DDOG | DATADOG INC | 0.77% | 12,000 | $3,124,320 | 12,000 | New | $260.36 | 13F |
| ADI | ANALOG DEVICES INC | 0.54% | 5,485 | $2,178,477 | 5,485 | New | $397.17 | 13F |
| NOW | SERVICENOW INC | 0.49% | 20,000 | $1,985,600 | 20,000 | New | $99.28 | 13F |
| DASH | DOORDASH INC | 0.45% | 10,000 | $1,845,300 | 10,000 | New | $184.53 | 13F |
| PANW | PALO ALTO NETWORKS INC | 0.4% | 4,766 | $1,625,301 | 4,766 | New | $341.02 | 13F |
| MPTI | M-TRON INDS INC | 0.31% | 12,839 | $1,272,987 | 12,839 | New | $99.15 | 13F |
| ATEN | A10 NETWORKS INC | 0.26% | 28,630 | $1,069,617 | 28,630 | New | $37.36 | 13F |
| XYZ | BLOCK INC | 0.23% | 12,500 | $950,000 | 12,500 | New | $76 | 13F |
| SPGI | S&P GLOBAL INC | 0.17% | 1,685 | $686,233 | 1,685 | New | $407.26 | 13F |
| INBX | INHIBRX BIOSCIENCES INC | 0.14% | 6,146 | $582,334 | 6,146 | New | $94.75 | 13F |