#	Issuer	Ticker	Shares	Value	% of Portfolio
1	CRH PLC	CRH	2,885,796	$346.0M	91.33%
2	MERCADOLIBRE INC	MELI	2,581	$6.0M	1.59%
3	ARISTA NETWORKS INC	ANET	33,928	$4.9M	1.30%
4	AMER SPORTS INC	AS	110,218	$3.8M	1.01%
5	MICROSOFT CORP	MSFT	5,363	$2.8M	0.73%
6	ANGLOGOLD ASHANTI PLC	AU	32,386	$2.3M	0.60%
7	KINROSS GOLD CORP	KGCRF	89,978	$2.2M	0.59%
8	PLANET LABS PBC	PL-WT	141,249	$1.8M	0.48%
9	NETFLIX INC	NFLX	1,437	$1.7M	0.45%
10	BIOMARIN PHARMACEUTICAL INC	BMRN	31,339	$1.7M	0.45%
11	PONY AI INC	PYAIF	68,462	$1.5M	0.41%
12	DECKERS OUTDOOR CORP	DECK	10,569	$1.1M	0.28%
13	COHERENT CORP	COHR	9,375	$1.0M	0.27%
14	FAIR ISAAC CORP	FICO	647	$968,255	0.26%
15	MSCI INC	MSCI	1,565	$887,997	0.23%