#	Issuer	Ticker	Shares	Value	% of Portfolio
1	META PLATFORMS INC	META	79,453	$52.4M	8.90%
2	DEXCOM INC	DXCM	605,547	$40.2M	6.82%
3	SOTERA HEALTH CO	SHC	1,964,518	$34.7M	5.88%
4	MICROSOFT CORP	MSFT	70,815	$34.2M	5.81%
5	CELSIUS HLDGS INC	CELH	741,841	$33.9M	5.76%
6	ALPHABET INC	GOOG	103,855	$32.6M	5.53%
7	CREDIT ACCEP CORP MICH	225310101	69,715	$30.9M	5.24%
8	KNIFE RIVER CORP	KNF	413,380	$29.1M	4.93%
9	BROADCOM INC	AVGO	80,320	$27.8M	4.72%
10	INVESCO QQQ TR	IVZ	44,019	$27.0M	4.59%
11	TAIWAN SEMICONDUCTOR MFG LTD	874039100	66,671	$20.3M	3.44%
12	FLUTTER ENTMT PLC	G3643J108	91,522	$19.7M	3.34%
13	AMAZON COM INC	AMZN	82,572	$19.1M	3.23%
14	VANECK ETF TRUST	92189F676	52,336	$18.8M	3.20%
15	ADVANCED DRAIN SYS INC DEL	00790R104	119,714	$17.3M	2.94%
16	COGENT COMMUNICATIONS HLDGS	CCOI	569,220	$12.3M	2.08%
17	ELI LILLY & CO	LLY	10,872	$11.7M	1.98%
18	WESTERN DIGITAL CORP	WDC	67,406	$11.6M	1.97%
19	MICRON TECHNOLOGY INC	MU	37,205	$10.6M	1.80%
20	SEAGATE TECHNOLOGY HLDNGS PL	SE	32,150	$8.9M	1.50%