#	Issuer	Ticker	Shares	Value	% of Portfolio
1	NVIDIA CORPORATION	NVDA	1,170,700	$218.3M	45.53%
2	MICROSOFT CORP	MSFT	150,200	$72.6M	15.15%
3	BROADCOM INC	AVGO	131,500	$45.5M	9.49%
4	SYNOPSYS INC	SNPS	44,550	$20.9M	4.36%
5	ROBINHOOD MKTS INC	770700102	135,500	$15.3M	3.20%
6	LUMENTUM HLDGS INC	LITE	39,150	$14.4M	3.01%
7	EXCHANGE TRADED CONCEPTS TRU	301505707	185,810	$12.9M	2.69%
8	ARISTA NETWORKS INC	ANET	86,000	$11.3M	2.35%
9	DELL TECHNOLOGIES INC	DELL	88,300	$11.1M	2.32%
10	LIBERTY MEDIA CORP DEL	FWONB	103,965	$10.2M	2.14%
11	INTUITIVE SURGICAL INC C	ISRG	17,700	$10.0M	2.09%
12	CIENA CORP	CIEN	36,250	$8.5M	1.77%
13	ADVANCED MICRO DEVICES INC	AMD	25,800	$5.5M	1.15%
14	COHERENT	COHR	21,700	$4.0M	0.84%
15	KARMAN HLDGS INC	KRMN	46,729	$3.4M	0.71%
16	TKO GROUP HOLDINGS INC	TKO	14,250	$3.0M	0.62%
17	CELSIUS HLDGS INC	CELH	53,400	$2.4M	0.51%
18	VERTIV HOLDINGS CO	VRT	14,700	$2.4M	0.50%
19	AEROVIRONMENT INC	AVAV	9,400	$2.3M	0.47%
20	INSULET CORP	PODD	5,630	$1.6M	0.33%