#	Issuer	Ticker	Shares	Value	% of Portfolio
1	APPLE INC	AAPL	296,967	$80.7M	4.56%
2	MICROSOFT CORP	MSFT	166,071	$80.3M	4.54%
3	BROADCOM INC	AVGO	227,375	$78.7M	4.45%
4	ALPHABET INC	GOOG	246,553	$77.2M	4.36%
5	KLA CORP	KLAC	61,059	$74.2M	4.19%
6	PARKER-HANNIFIN CORP	PH	72,480	$63.7M	3.60%
7	APPLOVIN CORP	APP	92,039	$62.0M	3.50%
8	COMFORT SYS USA INC	199908104	64,873	$60.5M	3.42%
9	BOOKING HOLDINGS INC	BKNG	10,131	$54.3M	3.07%
10	AMERICAN EXPRESS CO	AXP	145,753	$53.9M	3.05%
11	MEDPACE HLDGS INC	MEDP	94,782	$53.2M	3.01%
12	META PLATFORMS INC	META	80,575	$53.2M	3.00%
13	ARISTA NETWORKS INC	ANET	379,320	$49.7M	2.81%
14	COSTCO WHSL CORP NEW	22160K105	56,776	$49.0M	2.77%
15	MCKESSON CORP	MCK	58,033	$47.6M	2.69%
16	ANALOG DEVICES INC	ADI	157,926	$42.8M	2.42%
17	JPMORGAN CHASE & CO.	VYLD	131,126	$42.3M	2.39%
18	HASBRO INC	HAS	508,786	$41.7M	2.36%
19	TAPESTRY INC	TPR	300,075	$38.3M	2.17%
20	CADENCE DESIGN SYSTEM INC	CDNS	121,255	$37.9M	2.14%