Top 10 Holdings (55.9% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | PLTR | Palantir Technologies Inc. | Information Technology | 6.71% |
| 2 | TER | Teradyne Inc | Information Technology | 6.68% |
| 3 | TSLA | Tesla Motors, Inc. | Consumer Discretionary | 6.62% |
| 4 | NVDA | Nvidia Corp. | Information Technology | 6.41% |
| 5 | CRWD | Crowdstrike 'A' | Information Technology | 5.37% |
| 6 | QCOM | Qualcomm Inc. | Information Technology | 5.08% |
| 7 | TMO | Thermo Fisher Scientific Inc | Health Care | 4.79% |
| 8 | PANW | Palo Alto Networks Inc. | Information Technology | 4.76% |
| 9 | AVAV | Aerovironment Inc | Industrials | 4.76% |
| 10 | ISRG | Intuitive Surgical Inc. | Health Care | 4.70% |
