Top 10 Holdings (42.8% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | ALCC | Uni-Select Inc – Altc Acquisition Corp | Energy | 6.28% |
| 2 | BE | Bloom Energy Corp | Industrials | 5.29% |
| 3 | AVAV | Aerovironment Inc | Industrials | 4.85% |
| 4 | FIX | Comfort Systems Usa Inc_None_0 | Industrials | 4.17% |
| 5 | HOOD | Robinhood Mark-A | Financials | 4.06% |
| 6 | W | Wayfair Inc Common Stock Usd 0.001 | Consumer Discretionary | 3.83% |
| 7 | CRDO | Credo Technology Group Holding Ltd | Information Technology | 3.74% |
| 8 | WDC | Western Digital Corp. | Information Technology | 3.62% |
| 9 | CIEN | Ciena | Information Technology | 3.50% |
| 10 | ALAB | Astera Labs | Information Technology | 3.47% |
