| Company | Ticker | CUSIP | Shares | Market Value ($) | Weight (%) | Actions |
|---|---|---|---|---|---|---|
| PINTEREST INC- CLASS A | PINS | 72352L106 | 540,891 | $22,154,900.00 | 1.52% | |
| ADVANCED MICRO DEVICES | AMD | 007903107 | 129,887 | $20,232,500.00 | 1.39% | |
| NVIDIA CORP | NVDA | 67066G104 | 158,611 | $19,206,200.00 | 1.32% | |
| TAIWAN SEMICONDUCTOR-SP ADR | TSM | 874039100 | 100,808 | $17,325,900.00 | 1.19% | |
| TOAST INC-CLASS A | TOST | 888787108 | 610,708 | $16,189,900.00 | 1.11% | |
| MERCADOLIBRE INC | MELI | 58733R102 | 9,961 | $16,169,300.00 | 1.11% | |
| MICROSOFT CORP | MSFT | 594918104 | 32,980 | $14,523,400.00 | 1.00% | |
| ADYEN NV-UNSPON ADR | ADYEY | 00783V104 | 1,113,270 | $13,838,000.00 | 0.95% | |
| PURE STORAGE INC - CLASS A | PSTG | 74624M102 | 211,842 | $12,657,600.00 | 0.87% | |
| NU HOLDINGS LTD/CAYMAN ISL-A | NU UN | G6683N103 | 938,187 | $12,299,600.00 | 0.84% | |
| DATADOG INC - CLASS A | DDOG | 23804L103 | 84,610 | $10,053,400.00 | 0.69% | |
| VERACYTE INC | VCYT | 92337F107 | 409,694 | $9,803,980.00 | 0.67% | |
| AMAZON.COM INC | AMZN | 023135106 | 50,299 | $9,242,440.00 | 0.63% | |
| QUALCOMM INC | QCOM | 747525103 | 47,030 | $9,004,360.00 | 0.62% | |
| RUBRIK INC-A | RBRK | 781154109 | 191,117 | $6,497,980.00 | 0.45% | |
| GITLAB INC-CL A | GTLB | 37637K108 | 99,541 | $5,276,670.00 | 0.36% | |
| PROSHARES ETHER STRAT ETF | EETH | 74349Y100 | 74,028 | $5,202,690.00 | 0.36% | |
| REDDIT INC-CL A | RDDT | 75734B100 | 67,913 | $4,476,820.00 | 0.31% | |
| VUZIX CORP | VUZI | 92921W300 | 2,611,010 | $3,472,640.00 | 0.24% | |
| ZOOM VIDEO COMMUNICATIONS-A | ZM | 98980L101 | 57,271 | $3,387,580.00 | 0.23% |
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