Top 10 Holdings (27.5% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | CELH | Celsius Holdings Inc_None_0 | Consumer Staples | 4.00% |
| 2 | FIX | Comfort Systems Usa Inc_None_0 | Industrials | 3.35% |
| 3 | RMBS | Rambus Inc - Common | Information Technology | 3.24% |
| 4 | MEDP | Medpace Holdings Inc | Health Care | 3.02% |
| 5 | H | HYATT HOTELS CORP - CL A | Consumer Discretionary | 2.41% |
| 6 | AAON | Aaon, Inc. | Industrials | 2.37% |
| 7 | RNR | Renaissancere Holdings Ltd Rnr | Financials | 2.37% |
| 8 | APPF | Appfolio Inc - A | Information Technology | 2.32% |
| 9 | HALO | Halozyme Therapeutics Inc (united States) | Health Care | 2.23% |
| 10 | FN | Fabrinet | Information Technology | 2.20% |