| Company | Ticker | CUSIP | Shares | Market Value ($) | Weight (%) | Actions |
|---|---|---|---|---|---|---|
| TESLA INC | TSLA | 88160R101 | 482,043 | $120,140,000.00 | 14.61% | |
| TERADYNE INC | TER | 880770102 | 578,176 | $86,448,896.00 | 10.51% | |
| KRATOS DEFENSE & SECURITY | KTOS | 50077B207 | 3,415,500 | $72,750,096.00 | 8.85% | |
| IRIDIUM COMMUNICATIONS INC | IRDM | 46269C102 | 1,746,040 | $45,868,400.00 | 5.58% | |
| TRIMBLE INC | TRMB | 896239100 | 733,040 | $41,981,200.00 | 5.11% | |
| AEROVIRONMENT INC | AVAV | 008073108 | 206,183 | $34,100,600.00 | 4.15% | |
| UIPATH INC - CLASS A | PATH | 90364P105 | 2,704,210 | $32,693,900.00 | 3.98% | |
| KOMATSU LTD -SPONS ADR | KMTUY | 500458401 | 1,011,070 | $31,970,000.00 | 3.89% | |
| ARCHER AVIATION INC-A | ACHR | 03945R102 | 6,189,620 | $29,895,900.00 | 3.64% | |
| DEERE & CO | DE | 244199105 | 69,346 | $26,395,900.00 | 3.21% | |
| TAIWAN SEMICONDUCTOR-SP ADR | TSM | 874039100 | 143,610 | $24,682,200.00 | 3.00% | |
| ROCKET LAB USA INC | RKLB | 773122106 | 4,568,970 | $24,032,800.00 | 2.92% | |
| BLADE AIR MOBILITY INC | BLDE | 092667104 | 5,351,500 | $19,318,900.00 | 2.35% | |
| PALANTIR TECHNOLOGIES INC-A | PLTR | 69608A108 | 615,964 | $17,641,200.00 | 2.15% | |
| ALPHABET INC-CL C | GOOG | 02079K107 | 94,876 | $17,003,700.00 | 2.07% | |
| NVIDIA CORP | NVDA | 67066G104 | 139,997 | $16,952,200.00 | 2.06% | |
| ADVANCED MICRO DEVICES | AMD | 007903107 | 99,600 | $15,514,700.00 | 1.89% | |
| JOBY AVIATION INC | JOBY | G65163100 | 2,019,030 | $14,072,600.00 | 1.71% | |
| QUALCOMM INC | QCOM | 747525103 | 71,120 | $13,616,600.00 | 1.66% | |
| INTUITIVE SURGICAL INC | ISRG | 46120E602 | 32,274 | $13,430,500.00 | 1.63% |
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