Top 10 Holdings (64.9% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | AVGO | Avago Technologi | Information Technology | 10.68% |
| 2 | CRWD | Crowdstrike 'A' | Information Technology | 9.47% |
| 3 | CSCO | Cisco Systems, Inc. | Information Technology | 8.78% |
| 4 | INFY:MB | Infosys Ltd - Adr | Information Technology | 8.19% |
| 5 | PANW | Palo Alto Networks Inc. | Information Technology | 7.87% |
| 6 | LDOS | Leidos Holdings, Inc. | Industrials | 4.16% |
| 7 | FTNT | Fortinet | Information Technology | 4.06% |
| 8 | CYBR | Cyberark Software | Information Technology | 3.99% |
| 9 | THLLY:PA | Thales S.A. | Unknown | 3.91% |
| 10 | CHKP | Check Point Software Technologies Ltd | Information Technology | 3.81% |
