| NVDA | NVIDIA Corporation | 8.25% | 1,805,876 | $361,337,698 | -170,323 | -8.62% | $200.09 | 13F |
| AMD | Advanced Micro Devices, Inc. | 5.46% | 411,585 | $239,093,842 | -148,133 | -26.47% | $580.91 | 13F |
| TSLA | Tesla, Inc. | 5.13% | 534,122 | $224,651,713 | -3,072 | -0.57% | $420.6 | 13F |
| MU | Micron Technology, Inc. | 4.59% | 173,965 | $200,806,060 | -17,985 | -9.37% | $1154.29 | 13F |
| GOOG | Alphabet Inc. Class C | 4.41% | 546,596 | $193,128,765 | 115 | 0.02% | $353.33 | 13F |
| AXON | Axon Enterprise, Inc. | 3.87% | 302,151 | $169,388,872 | 13,940 | 4.84% | $560.61 | 13F |
| AMZN | Amazon.com, Inc. | 3.37% | 618,334 | $147,373,726 | -14,956 | -2.36% | $238.34 | 13F |
| AAPL | Apple Inc. | 3.33% | 504,171 | $145,886,923 | 2,356 | 0.47% | $289.36 | 13F |
| SHOP | Shopify Inc. | 3.09% | 1,183,816 | $135,168,111 | -125,360 | -9.58% | $114.18 | 13F |
| META | Meta Platforms, Inc. | 2.84% | 220,423 | $124,162,072 | -4,590 | -2.04% | $563.29 | 13F |
| AVGO | Broadcom Inc. | 2.75% | 319,150 | $120,558,913 | 6,590 | 2.11% | $377.75 | 13F |
| MSFT | Microsoft Corporation | 2.66% | 312,395 | $116,529,519 | -2,025 | -0.64% | $373.02 | 13F |
| MELI | MercadoLibre, Inc. | 2.61% | 67,366 | $114,346,375 | -4,260 | -5.95% | $1697.39 | 13F |
| MPWR | Monolithic Power Systems, Inc. | 2.48% | 78,604 | $108,659,025 | -3,307 | -4.04% | $1382.36 | 13F |
| CRDO | Credo Technology Group Holding | 2.48% | 399,306 | $108,591,267 | -3,655 | -0.91% | $271.95 | 13F |
| CRWD | CrowdStrike Holdings, Inc. | 2.42% | 139,105 | $106,156,590 | -7,983 | -5.43% | $763.14 | 13F |
| RKLB | Rocket Lab Corporation | 2.33% | 1,005,003 | $102,158,555 | -19,995 | -1.95% | $101.65 | 13F |
| SNOW | Snowflake Inc. | 2.14% | 368,329 | $93,739,731 | -64,813 | -14.96% | $254.5 | 13F |
| VRT | Vertiv Holdings Co. | 2.14% | 279,992 | $93,746,921 | -19,970 | -6.66% | $334.82 | 13F |
| GOOGL | Alphabet Inc. Class A | 1.82% | 223,202 | $79,765,699 | -3,578 | -1.58% | $357.37 | 13F |
| PWR | Quanta Services, Inc. | 1.64% | 99,591 | $71,709,504 | -585 | -0.58% | $720.04 | 13F |
| NTRA | Natera, Inc. | 1.58% | 254,549 | $69,097,326 | -6,930 | -2.65% | $271.45 | 13F |
| AMAT | Applied Materials, Inc. | 1.3% | 78,800 | $56,972,400 | | No Change | $723 | 13F |
| TOST | Toast, Inc. | 1.27% | 1,992,026 | $55,418,164 | 217,445 | 12.25% | $27.82 | 13F |
| TSM | Taiwan Semiconductor Mfg Ltd | 1.19% | 108,665 | $51,895,145 | 41,115 | 60.87% | $477.57 | 13F |
| SWTSX | Schwab Cap Tr | 1.04% | 2,509,054 | $45,664,782 | -1,720,050 | -40.67% | $18.2 | 13F |
| DELL | Dell Technologies Inc. | 1.03% | 104,190 | $44,953,817 | 400 | 0.39% | $431.46 | 13F |
| KLAC | KLA Corporation | 1.03% | 150,000 | $45,256,500 | 135,000 | 900% | $301.71 | 13F |
| KRMN | Karman Holdings Inc. | 1% | 874,574 | $43,658,734 | 248,190 | 39.62% | $49.92 | 13F |
| ANET | Arista Networks Inc | 0.99% | 253,900 | $43,132,532 | | No Change | $169.88 | 13F |
| APP | AppLovin Corporation, Class A | 0.95% | 80,571 | $41,512,596 | -4,628 | -5.43% | $515.23 | 13F |
| DDOG | Datadog, Inc. | 0.95% | 160,100 | $41,683,636 | -3,895 | -2.38% | $260.36 | 13F |
| NFLX | Netflix, Inc. | 0.95% | 581,345 | $41,508,033 | -26,975 | -4.43% | $71.4 | 13F |
| UBER | Uber Technologies, Inc. | 0.95% | 573,837 | $41,408,078 | -207,314 | -26.54% | $72.16 | 13F |
| PANW | Palo Alto Networks, Inc. | 0.73% | 93,910 | $32,025,188 | -1,020 | -1.07% | $341.02 | 13F |
| COHR | Coherent Corp. | 0.72% | 79,777 | $31,469,633 | 64,977 | 439.03% | $394.47 | 13F |
| APH | Amphenol Corporation | 0.71% | 176,030 | $31,037,610 | -1,905 | -1.07% | $176.32 | 13F |
| FIX | Comfort Systems USA, Inc. | 0.65% | 14,414 | $28,567,827 | 14,414 | New | $1981.95 | 13F |
| IOT | Samsara Inc. | 0.62% | 832,213 | $26,988,668 | 108,170 | 14.94% | $32.43 | 13F |
| MRVL | Marvell Technology, Inc. | 0.61% | 89,657 | $26,707,924 | 89,657 | New | $297.89 | 13F |
| V | Visa Inc. | 0.6% | 76,348 | $26,194,235 | 10,040 | 15.14% | $343.09 | 13F |
| ASML | ASML Holding N.V. | 0.6% | 13,222 | $26,304,376 | | No Change | $1989.44 | 13F |
| CDNS | Cadence Design Systems, Inc. | 0.56% | 65,000 | $24,395,800 | | No Change | $375.32 | 13F |
| SPOT | Spotify Technology S.A. | 0.54% | 51,617 | $23,698,913 | -25,804 | -33.33% | $459.13 | 13F |
| LASR | nLIGHT, Inc. | 0.53% | 336,035 | $23,394,757 | 50,475 | 17.68% | $69.62 | 13F |
| ARM | Arm Holdings Plc | 0.49% | 60,965 | $21,616,360 | 3,865 | 6.77% | $354.57 | 13F |
| QCOM | QUALCOMM Incorporated | 0.49% | 115,977 | $21,431,390 | -9,535 | -7.6% | $184.79 | 13F |
| STX | Seagate Technology Holdings PL | 0.49% | 22,100 | $21,326,500 | 3,600 | 19.46% | $965 | 13F |
| SN | SharkNinja, Inc. | 0.49% | 139,725 | $21,275,926 | 21,015 | 17.7% | $152.27 | 13F |
| TMDX | TransMedics Group, Inc. | 0.47% | 308,391 | $20,483,330 | 21,870 | 7.63% | $66.42 | 13F |
| NXPI | NXP Semiconductors N.V. | 0.47% | 73,100 | $20,543,293 | | No Change | $281.03 | 13F |
| VEEV | Veeva Systems Inc. | 0.45% | 111,527 | $19,792,697 | -5,185 | -4.44% | $177.47 | 13F |
| SPCX | Space Exploration Technologies | 0.38% | 97,664 | $16,686,871 | 97,664 | New | $170.86 | 13F |
| CAI | Caris Life Sciences, Inc. | 0.33% | 802,083 | $14,293,119 | 191,850 | 31.44% | $17.82 | 13F |
| PODD | Insulet Corporation | 0.31% | 88,606 | $13,490,264 | -50,801 | -36.44% | $152.25 | 13F |
| ONON | On Holding AG | 0.31% | 377,471 | $13,370,023 | -25,638 | -6.36% | $35.42 | 13F |
| XMTR | Xometry, Inc. | 0.3% | 138,325 | $13,351,129 | 130,625 | 1696.43% | $96.52 | 13F |
| NOW | ServiceNow, Inc. | 0.27% | 120,365 | $11,949,837 | -235,649 | -66.19% | $99.28 | 13F |
| MDB | MongoDB, Inc. | 0.25% | 33,200 | $11,151,880 | | No Change | $335.9 | 13F |
| IONQ | IonQ, Inc. | 0.24% | 200,000 | $10,652,000 | 200,000 | New | $53.26 | 13F |
| BE | Bloom Energy Corporation | 0.22% | 31,590 | $9,562,293 | -3,485 | -9.94% | $302.7 | 13F |
| ORCL | Oracle Corporation | 0.22% | 65,365 | $9,579,241 | -29,655 | -31.21% | $146.55 | 13F |
| APPF | AppFolio, Inc. | 0.21% | 57,300 | $9,188,055 | 19,000 | 49.61% | $160.35 | 13F |
| JPM | JPMorgan Chase & Co. | 0.21% | 28,623 | $9,369,167 | -370 | -1.28% | $327.33 | 13F |
| TTAN | ServiceTitan, Inc. Class A | 0.2% | 121,875 | $8,617,781 | 76,075 | 166.1% | $70.71 | 13F |
| COST | Costco Wholesale Corporation | 0.18% | 8,203 | $7,673,745 | -45 | -0.55% | $935.48 | 13F |
| MIR | Mirion Technologies, Inc. | 0.16% | 400,300 | $7,177,379 | 74,000 | 22.68% | $17.93 | 13F |
| NBIS | Nebius Group N.V. | 0.14% | 22,500 | $6,213,825 | -1,150 | -4.86% | $276.17 | 13F |
| AMPX | Amprius Technologies, Inc. | 0.12% | 381,420 | $5,286,481 | 144,545 | 61.02% | $13.86 | 13F |
| BLK | BlackRock, Inc. | 0.1% | 4,731 | $4,549,140 | 92 | 1.98% | $961.56 | 13F |
| BKNG | Booking Holdings Inc. | 0.1% | 25,475 | $4,540,664 | 24,343 | 2150.44% | $178.24 | 13F |
| AMGN | Amgen Inc. | 0.08% | 9,989 | $3,617,217 | -10 | -0.1% | $362.12 | 13F |
| CTAS | Cintas Corporation | 0.08% | 20,220 | $3,439,018 | -900 | -4.26% | $170.08 | 13F |
| HD | The Home Depot, Inc. | 0.08% | 10,472 | $3,693,265 | -665 | -5.97% | $352.68 | 13F |
| PCAR | PACCAR Inc | 0.08% | 29,407 | $3,532,369 | 376 | 1.3% | $120.12 | 13F |
| PGR | The Progressive Corporation | 0.08% | 16,860 | $3,683,067 | -735 | -4.18% | $218.45 | 13F |
| DKNG | DraftKings Inc. | 0.07% | 116,540 | $2,943,800 | | No Change | $25.26 | 13F |
| SPY | State Street Spdr S&P 500 ETF | 0.07% | 3,931 | $2,935,189 | 786 | 24.99% | $746.68 | 13F |
| DE | Deere & Company | 0.06% | 4,465 | $2,832,283 | 75 | 1.71% | $634.33 | 13F |
| JNJ | Johnson & Johnson | 0.06% | 11,129 | $2,826,432 | -35 | -0.31% | $253.97 | 13F |
| RDDT | Reddit, Inc. Class A | 0.06% | 15,240 | $2,645,359 | -60 | -0.39% | $173.58 | 13F |
| RBRK | Rubrik, Inc. | 0.06% | 31,000 | $2,488,680 | 125 | 0.4% | $80.28 | 13F |
| WM | Waste Management, Inc. | 0.06% | 11,155 | $2,486,226 | | No Change | $222.88 | 13F |
| CYATY | Contemporary Amperex Technolog | 0.05% | 96,025 | $2,156,722 | 96,025 | New | $22.46 | 13F |
| KRKNF | Kraken Robotics Inc | 0.05% | 506,785 | $2,280,533 | 96,660 | 23.57% | $4.5 | 13F |
| NEE | Nextera Energy, Inc. | 0.05% | 25,073 | $2,200,657 | 12,505 | 99.5% | $87.77 | 13F |
| DGX | Quest Diagnostics Incorporated | 0.05% | 11,315 | $2,398,214 | 240 | 2.17% | $211.95 | 13F |
| SYM | Symbotic Inc. | 0.05% | 44,800 | $2,013,760 | -2,650 | -5.58% | $44.95 | 13F |
| ABT | Abbott Laboratories | 0.04% | 19,064 | $1,729,867 | -2,715 | -12.47% | $90.74 | 13F |
| BX | Blackstone Inc. | 0.04% | 14,830 | $1,745,046 | -970 | -6.14% | $117.67 | 13F |
| CSCO | Cisco Systems, Inc. | 0.04% | 16,090 | $1,889,931 | -325 | -1.98% | $117.46 | 13F |
| ECL | Ecolab Inc. | 0.04% | 6,250 | $1,741,313 | 20 | 0.32% | $278.61 | 13F |
| RIVN | Rivian Automotive, Inc. | 0.04% | 96,280 | $1,670,458 | -7,600 | -7.32% | $17.35 | 13F |
| VMC | Vulcan Materials Company | 0.04% | 5,630 | $1,660,906 | -685 | -10.85% | $295.01 | 13F |
| DSI | iShares MSCI KLD 400 Social | 0.02% | 6,075 | $865,019 | | No Change | $142.39 | 13F |
| SBUX | Starbucks Corporation | 0.02% | 10,432 | $1,066,046 | -80 | -0.76% | $102.19 | 13F |
| ABBV | AbbVie Inc. | 0.01% | 1,923 | $483,904 | | No Change | $251.64 | 13F |
| AXP | American Express Company | 0.01% | 1,600 | $541,200 | -100 | -5.88% | $338.25 | 13F |
| DIS | The Walt Disney Company | 0.01% | 5,423 | $521,964 | -1,090 | -16.74% | $96.25 | 13F |
| ROL | Rollins, Inc. | 0.01% | 14,620 | $610,239 | 14,620 | New | $41.74 | 13F |
| LGIH | LGI HOMES, INC. | 0.00894% | 6,150 | $391,632 | | No Change | $63.68 | 13F |
| NAVN | Navan, Inc. Class A | 0.00872% | 16,700 | $381,929 | 16,700 | New | $22.87 | 13F |
| DIA | Spdr Dow Jones Indl Average Ut | 0.00776% | 650 | $339,554 | | No Change | $522.39 | 13F |
| WING | Wingstop Inc. | 0.0077% | 1,945 | $337,282 | -97,920 | -98.05% | $173.41 | 13F |
| BR | Broadridge Financial Solutions | 0.00635% | 2,030 | $278,009 | -115 | -5.36% | $136.95 | 13F |
| TSCO | Tractor Supply Company | 0.00608% | 8,415 | $265,998 | -9,830 | -53.88% | $31.61 | 13F |
| DHI | D. R. Horton, Inc. | 0.00582% | 1,565 | $254,907 | | No Change | $162.88 | 13F |
| MRK | Merck & Co., Inc. | 0.00459% | 1,565 | $201,103 | 1,565 | New | $128.5 | 13F |
| CARL | Carlsmed, Inc. | 0.00282% | 11,900 | $123,522 | 11,900 | New | $10.38 | 13F |
| ARQT | Arcutis Biotherapeutics, Inc. | | | | -357,490 | Exited | | 13F |
| ARES | Ares Management Corporation | | | | -2,193 | Exited | | 13F |
| CSHX | Cashmere Valley Bank | | | | -370,059 | Exited | | 13F |
| INTU | Intuit Inc. | | | | -25,446 | Exited | | 13F |
| PL | Planet Labs PBC | | | | -13,100 | Exited | | 13F |
| TTD | The Trade Desk, Inc. | | | | -20,235 | Exited | | 13F |
| Z | Zillow Group, Inc. Class C | | | | -130,374 | Exited | | 13F |
| ZTS | Zoetis Inc. | | | | -12,420 | Exited | | 13F |
| SRAD | Sportradar Group Ag | | | | -228,600 | Exited | | 13F |
| MMYT | Makemytrip Limited | | | | -36,685 | Exited | | 13F |
