Top 10 Holdings (21.7% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | ALNY | Alnylam Pharmace | Health Care | 3.21% |
| 2 | STX | Seagate Technology Plc | Information Technology | 2.53% |
| 3 | MPWR | Monolithic Power Systems Inc | Information Technology | 2.52% |
| 4 | WDC | Western Digital Corp. | Information Technology | 2.23% |
| 5 | EBAY | Ebay Inc. | Consumer Discretionary | 2.21% |
| 6 | ALAB | Astera Labs | Information Technology | 2.01% |
| 7 | INSM | Insmed Inc | Health Care | 1.86% |
| 8 | SMCI | Super Micro Computer Inc | Information Technology | 1.85% |
| 9 | UAL | United Airlines Holdings Inc. | Industrials | 1.76% |
| 10 | TSCO | Tractor Supply Co. | Consumer Discretionary | 1.54% |