| Company | Ticker | CUSIP | Shares | Market Value ($) | Weight (%) | Actions |
|---|---|---|---|---|---|---|
| MARKFORGED HOLDING CORP | MKFG | 57064N102 | 9,550,720 | $4,074,340.00 | 0.50% | |
| MATERIALISE NV-ADR | MTLS | 57667T100 | 755,245 | $4,516,360.00 | 0.55% | |
| NVIDIA CORP | NVDA | 67066G104 | 139,997 | $16,952,200.00 | 2.06% | |
| OKLO INC | OKLO | 02156V109 | 492,636 | $4,172,630.00 | 0.51% | |
| UIPATH INC - CLASS A | PATH | 90364P105 | 2,704,210 | $32,693,900.00 | 3.98% | |
| PALANTIR TECHNOLOGIES INC-A | PLTR | 69608A108 | 615,964 | $17,641,200.00 | 2.15% | |
| QUALCOMM INC | QCOM | 747525103 | 71,120 | $13,616,600.00 | 1.66% | |
| ROCKET LAB USA INC | RKLB | 773122106 | 4,568,970 | $24,032,800.00 | 2.92% | |
| SYNOPSYS INC | SNPS | 871607107 | 22,616 | $12,673,600.00 | 1.54% | |
| TELEDYNE TECHNOLOGIES INC | TDY | 879360105 | 25,489 | $10,173,200.00 | 1.24% | |
| TERADYNE INC | TER | 880770102 | 578,176 | $86,448,896.00 | 10.51% | |
| TRIMBLE INC | TRMB | 896239100 | 733,040 | $41,981,200.00 | 5.11% | |
| TESLA INC | TSLA | 88160R101 | 482,043 | $120,140,000.00 | 14.61% | |
| TAIWAN SEMICONDUCTOR-SP ADR | TSM | 874039100 | 143,610 | $24,682,200.00 | 3.00% | |
| UNITY SOFTWARE INC | U | 91332U101 | 503,390 | $8,240,490.00 | 1.00% | |
| VELO3D INC | VLD | 92259N203 | 12,299 | $35,544.10 | 0.00% | |
| VUZIX CORP | VUZI | 92921W300 | 1,885,230 | $2,507,360.00 | 0.30% |
Showing positions # 21 to
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