Top 10 Holdings (59.3% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | AVGO | Avago Technologi | Information Technology | 11.57% |
| 2 | CSCO | Cisco Systems, Inc. | Information Technology | 7.16% |
| 3 | CRWD | Crowdstrike Holdings Inc - A Sedol Bjjp138 | Unknown | 6.56% |
| 4 | PANW | Palo Alto Networks Inc. | Information Technology | 5.62% |
| 5 | GD | General Dynamics Corp. | Industrials | 5.50% |
| 6 | NOC | Northrop Grumman Corp. | Industrials | 4.98% |
| 7 | FTNT | Fortinet | Information Technology | 4.90% |
| 8 | NET | Net Cloudflare Inc | Information Technology | 4.64% |
| 9 | CYBR | Cyberark Software | Information Technology | 4.35% |
| 10 | ZS | Zscaler Inc | Information Technology | 3.97% |
