#	Issuer	Ticker	Shares	Value	% of Portfolio
1	NVIDIA CORP	NVDA	1,324,861	$247.1M	12.68%
2	LAM RESEARCH CORP	LRCX	1,423,630	$243.7M	12.51%
3	FLUTTER ENTERTAINMENT PLC	G3643J108	789,925	$169.9M	8.72%
4	VERTIV HOLDINGS CO	VRT	898,851	$145.6M	7.47%
5	TAIWAN SEMICONDUCTOR MFG LTD	874039100	410,748	$124.8M	6.41%
6	BROADCOM INC	AVGO	355,798	$123.1M	6.32%
7	NEWMONT CORPORATION	NEMCL	1,040,095	$103.9M	5.33%
8	UBER TECHNOLOGIES INC	UBER	1,072,788	$87.7M	4.50%
9	APPLOVIN CORP	APP	103,917	$70.0M	3.59%
10	ARES MANAGEMENT CORPORATION	ARES-PB	424,634	$68.6M	3.52%
11	APOLLO GLOBAL MGMT INC	03769M106	471,876	$68.3M	3.51%
12	ELI LILLY & CO	LLY	57,878	$62.2M	3.19%
13	DANAHER CORP	235851102	226,679	$51.9M	2.66%
14	LUMENTUM HLDGS INC	LITE	139,265	$51.3M	2.63%
15	REPLIGEN CORP	RGEN	308,467	$50.5M	2.59%
16	PHILIP MORRIS INTL INC	718172109	303,397	$48.7M	2.50%
17	SEAGATE TECHNOLOGY HOLDINGS PLC	SE	148,274	$40.8M	2.10%
18	INTERACTIVE BROKERS GROUP INC	45841N107	574,064	$36.9M	1.89%
19	HONEYWELL INTL INC	438516106	170,221	$33.2M	1.70%
20	MOTOROLA SOLUTIONS INC	MSI	70,654	$27.1M	1.39%