The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109   11,522,731 542,757 SH   SOLE   542,757 0 0
908 DEVICES INC COM 65443P102   549,386 89,769 SH   SOLE   89,769 0 0
A10 NETWORKS INC COM 002121101   4,050,485 175,194 SH   SOLE   175,194 0 0
ABBVIE INC COM 00287Y109   814,065 3,743 SH   SOLE   3,743 0 0
ABSCI CORPORATION COM 00091E109   1,623,546 541,182 SH   SOLE   541,182 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   8,410,074 42,413 SH   SOLE   42,413 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   1,026,148 73,930 SH   SOLE   73,930 0 0
ADOBE INC COM 00724F101   289,022 1,189 SH   SOLE   1,189 0 0
ADVANCED MICRO DEVICES INC COM 007903107   33,939,854 166,838 SH   SOLE   166,838 0 0
AECOM COM 00766T100   1,133,789 13,367 SH   SOLE   13,367 0 0
AEROVIRONMENT INC COM 008073108   6,631,352 36,227 SH   SOLE   36,227 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   4,237,965 36,900 SH   SOLE   36,900 0 0
ALAMO GROUP INC COM 011311107   269,726 1,635 SH   SOLE   1,635 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   6,059,467 48,298 SH   SOLE   48,298 0 0
ALPHABET INC CAP STK CL C 02079K107   13,715,637 47,813 SH   SOLE   47,813 0 0
ALPHABET INC CAP STK CL A 02079K305   25,741,221 89,516 SH   SOLE   89,516 0 0
AMAZON COM INC COM 023135106   24,204,515 116,217 SH   SOLE   116,217 0 0
AMCOR PLC ORD G0250X107   689,663 17,350 SH   SOLE   17,350 0 0
AMDOCS LTD SHS G02602103   226,844 3,476 SH   SOLE   3,476 0 0
AMERICAN EXPRESS CO COM 025816109   9,932,536 32,837 SH   SOLE   32,837 0 0
AMERICAN TOWER CORP NEW COM 03027X100   971,798 5,631 SH   SOLE   5,631 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   2,428,934 17,848 SH   SOLE   17,848 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   2,369,905 206,798 SH   SOLE   206,798 0 0
APPLE INC COM 037833100   21,875,175 86,194 SH   SOLE   86,194 0 0
ARCHER AVIATION INC COM CL A 03945R102   8,882,804 1,718,144 SH   SOLE   1,718,144 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109   882,049 114,255 SH   SOLE   114,255 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   1,114,260 275,126 SH   SOLE   275,126 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   87,685 12,128 SH   SOLE   12,128 0 0
ATAIBECKLEY INC COM SHS 04650F101   665,637 188,033 SH   SOLE   188,033 0 0
AURORA INNOVATION INC CLASS A COM 051774107   3,301,990 801,454 SH   SOLE   801,454 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   2,096,818 10,320 SH   SOLE   10,320 0 0
AUTODESK INC COM 052769106   1,184,551 4,948 SH   SOLE   4,948 0 0
BADGER METER INC COM 056525108   1,200,823 7,882 SH   SOLE   7,882 0 0
BAIDU INC SPON ADR REP A 056752108   6,140,913 55,115 SH   SOLE   55,115 0 0
BALCHEM CORP COM 057665200   2,063,250 12,174 SH   SOLE   12,174 0 0
BALL CORP COM 058498106   2,445,558 41,373 SH   SOLE   41,373 0 0
BEAM THERAPEUTICS INC COM 07373V105   11,638,977 488,417 SH   SOLE   488,417 0 0
BECTON DICKINSON & CO COM 075887109   224,682 1,429 SH   SOLE   1,429 0 0
BENTLEY SYS INC COM CL B 08265T208   1,055,707 30,060 SH   SOLE   30,060 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,183,805 6,644 SH   SOLE   6,644 0 0
BEST BUY INC COM 086516101   1,438,850 22,412 SH   SOLE   22,412 0 0
BIONTECH SE SPONSORED ADS 09075V102   637,092 7,168 SH   SOLE   7,168 0 0
BITMINE IMMERSION TECNOLOGIE COM NEW 09175A206   5,183,211 262,043 SH   SOLE   262,043 0 0
BLACKBERRY LTD COM 09228F103   2,310,570 713,139 SH   SOLE   713,139 0 0
BLACKSTONE INC COM 09260D107   6,119,193 53,215 SH   SOLE   53,215 0 0
BLOCK INC CL A 852234103   8,499,703 141,238 SH   SOLE   141,238 0 0
BORGWARNER INC COM 099724106   1,639,032 30,207 SH   SOLE   30,207 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   6,872,252 113,310 SH   SOLE   113,310 0 0
BROADCOM INC COM 11135F101   13,796,718 44,576 SH   SOLE   44,576 0 0
BULLISH ORD SHS G16910120   6,839,722 191,428 SH   SOLE   191,428 0 0
BUTTERFLY NETWORK INC COM CL A 124155102   935,749 231,621 SH   SOLE   231,621 0 0
CALAVO GROWERS INC COM 128246105   2,026,707 78,585 SH   SOLE   78,585 0 0
CALIFORNIA WTR SVC GROUP COM 130788102   1,100,311 24,268 SH   SOLE   24,268 0 0
CAMECO CORP COM 13321L108   3,082,352 28,380 SH   SOLE   28,380 0 0
CAREDX INC COM 14167L103   1,766,328 101,747 SH   SOLE   101,747 0 0
CBOE GLOBAL MKTS INC COM 12503M108   410,081 1,459 SH   SOLE   1,459 0 0
CENCORA INC COM 03073E105   828,073 2,636 SH   SOLE   2,636 0 0
CERUS CORP COM 157085101   1,421,336 780,954 SH   SOLE   780,954 0 0
CHAGEE HLDGS LTD SPONSORED ADS 15743P104   1,760,139 189,059 SH   SOLE   189,059 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   2,865,714 20,061 SH   SOLE   20,061 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   11,389,760 119,377 SH   SOLE   119,377 0 0
CISCO SYS INC COM 17275R102   12,652,679 163,071 SH   SOLE   163,071 0 0
CLEAR SECURE INC COM CL A 18467V109   5,596,825 115,613 SH   SOLE   115,613 0 0
CLOROX CO DEL COM 189054109   286,330 2,763 SH   SOLE   2,763 0 0
CLOUDFLARE INC CL A COM 18915M107   11,805,124 57,212 SH   SOLE   57,212 0 0
CNH INDL N V SHS N20944109   2,105,103 191,373 SH   SOLE   191,373 0 0
COGNYTE SOFTWARE LTD ORD SHS M25133105   640,856 79,118 SH   SOLE   79,118 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   11,217,819 64,245 SH   SOLE   64,245 0 0
COMCAST CORP NEW CL A 20030N101   5,012,479 174,590 SH   SOLE   174,590 0 0
COMMERCIAL METALS CO COM 201723103   1,283,580 20,895 SH   SOLE   20,895 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101   816,173 147,590 SH   SOLE   147,590 0 0
COREWEAVE INC COM CL A 21873S108   13,767,891 177,719 SH   SOLE   177,719 0 0
CORNING INC COM 219350105   5,964,596 43,867 SH   SOLE   43,867 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   19,069,719 400,877 SH   SOLE   400,877 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   8,690,136 22,259 SH   SOLE   22,259 0 0
CUMMINS INC COM COM 231021106   4,707,675 8,750 SH   SOLE   8,750 0 0
DARLING INGREDIENTS INC COM 237266101   2,399,533 38,796 SH   SOLE   38,796 0 0
DATADOG INC CL A COM 23804L103   4,144,027 35,104 SH   SOLE   35,104 0 0
DAVITA INC COM 23918K108   706,974 4,600 SH   SOLE   4,600 0 0
DEERE & CO COM 244199105   23,125,718 41,054 SH   SOLE   41,054 0 0
DIGITAL RLTY TR INC COM 253868103   1,236,961 6,864 SH   SOLE   6,864 0 0
DOLE PLC ORD SHS G27907107   2,279,655 159,528 SH   SOLE   159,528 0 0
DOORDASH INC CL A 25809K105   246,696 1,643 SH   SOLE   1,643 0 0
EASTMAN CHEM CO COM 277432100   782,662 10,255 SH   SOLE   10,255 0 0
EATON CORP PLC SHS G29183103   8,708,907 24,349 SH   SOLE   24,349 0 0
ECOLAB INC COM 278865100   1,351,382 5,080 SH   SOLE   5,080 0 0
ENCOMPASS HEALTH CORP COM 29261A100   881,210 9,110 SH   SOLE   9,110 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109   76,316 23,126 SH   SOLE   23,126 0 0
EQUINIX INC COM 29444U700   1,329,205 1,356 SH   SOLE   1,356 0 0
EVERPURE INC CL A 74624M102   4,549,445 77,057 SH   SOLE   77,057 0 0
EVGO INC CL A COM 30052F100   46,753 27,182 SH   SOLE   27,182 0 0
F5 NETWORK INC COM 315616102   2,709,865 9,366 SH   SOLE   9,366 0 0
FACTSET RESH SYS INC COM 303075105   212,216 978 SH   SOLE   978 0 0
FASTENAL CO COM 311900104   3,123,370 67,314 SH   SOLE   67,314 0 0
FIGMA INC CLASS A COM STK 316841105   7,475,294 353,609 SH   SOLE   353,609 0 0
FMC CORP COM NEW 302491303   3,172,992 184,262 SH   SOLE   184,262 0 0
FORTINET INC COM 34959E109   4,918,073 60,182 SH   SOLE   60,182 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105   1,988,200 49,384 SH   SOLE   49,384 0 0
FUELCELL ENERGY INC COM NEW 35952H700   70,400 10,781 SH   SOLE   10,781 0 0
GARMIN LTD SHS H2906T109   405,321 1,747 SH   SOLE   1,747 0 0
GEN DIGITAL INC COM 668771108   3,569,019 189,539 SH   SOLE   189,539 0 0
GENERAL DYNAMICS CORP COM 369550108   9,201,728 26,810 SH   SOLE   26,810 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   3,709,283 57,759 SH   SOLE   57,759 0 0
GENERAL MTRS CO COM 37045V100   660,070 8,860 SH   SOLE   8,860 0 0
GENERATE BIOMEDICINES INC COM SHS 370920100   240,038 19,203 SH   SOLE   19,203 0 0
GITLAB INC CLASS A COM 37637K108   3,358,615 155,204 SH   SOLE   155,204 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   8,713,697 10,300 SH   SOLE   10,300 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101   1,162,511 4,709 SH   SOLE   4,709 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   1,251,412 3,723 SH   SOLE   3,723 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   1,986,996 199,899 SH   SOLE   199,899 0 0
GUARDANT HEALTH INC COM 40131M109   1,367,815 14,808 SH   SOLE   14,808 0 0
H2O AMERICA COM 784305104   1,077,709 18,369 SH   SOLE   18,369 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   1,157,017 70,421 SH   SOLE   70,421 0 0
HEICO CORP NEW COM 422806109   347,960 1,269 SH   SOLE   1,269 0 0
HERC HLDGS INC COM USD 0.01 42704L104   1,007,645 10,122 SH   SOLE   10,122 0 0
HOLOGIC INC COM 436440101   626,792 8,292 SH   SOLE   8,292 0 0
HOME DEPOT INC COM 437076102   2,940,277 8,940 SH   SOLE   8,940 0 0
HONEYWELL INTL INC COM COM 438516106   8,954,178 39,615 SH   SOLE   39,615 0 0
HUBBELL INC COM 443510607   1,470,748 2,997 SH   SOLE   2,997 0 0
IDEXX LABS INC COM 45168D104   714,162 1,271 SH   SOLE   1,271 0 0
ILLINOIS TOOL WKS INC COM 452308109   559,363 2,149 SH   SOLE   2,149 0 0
ILLUMINA INC COM 452327109   6,797,173 55,145 SH   SOLE   55,145 0 0
INGLES MKTS INC CL A 457030104   907,889 10,100 SH   SOLE   10,100 0 0
INGREDION INC COM 457187102   285,931 2,538 SH   SOLE   2,538 0 0
INTEL CORP COM 458140100   1,505,186 34,108 SH   SOLE   34,108 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   9,285,347 724,286 SH   SOLE   724,286 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,223,077 30,642 SH   SOLE   30,642 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   8,058,498 33,246 SH   SOLE   33,246 0 0
INTERNATIONAL PAPER CO COM 460146103   1,108,414 31,048 SH   SOLE   31,048 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100   482,449 25,994 SH   SOLE   25,994 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   3,876,926 8,410 SH   SOLE   8,410 0 0
IONIS PHARMACEUTICALS INC COM 462222100   1,080,470 14,389 SH   SOLE   14,389 0 0
IQVIA HLDGS INC COM 46266C105   327,266 1,919 SH   SOLE   1,919 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   757,857 27,320 SH   SOLE   27,320 0 0
ISHARES INC MSCI HONG KG ETF 464286871   306,935 13,293 SH   SOLE   13,293 0 0
ISHARES TR JPMORGAN USD EMG 464288281   485,618 5,170 SH   SOLE   5,170 0 0
ISHARES TR IBOXX HI YD ETF 464288513   588,108 7,392 SH   SOLE   7,392 0 0
ISHARES TR MSCI INDIA ETF 46429B598   259,166 5,533 SH   SOLE   5,533 0 0
ISHARES TR CONV BD ETF 46435G102   251,625 2,472 SH   SOLE   2,472 0 0
ITRON INC COM 465741106   1,226,138 13,680 SH   SOLE   13,680 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104   321,163 6,553 SH   SOLE   6,553 0 0
JBT MAREL CORP COM 477839104   2,223,787 17,391 SH   SOLE   17,391 0 0
JOBY AVIATION INC COMMON STOCK G65163100   5,225,590 632,638 SH   SOLE   632,638 0 0
JOHNSON & JOHNSON COM 478160104   17,591,858 71,968 SH   SOLE   71,968 0 0
JPMORGAN CHASE & CO COM 46625H100   21,366,900 72,637 SH   SOLE   72,637 0 0
KADANT INC COM 48282T104   1,254,474 4,291 SH   SOLE   4,291 0 0
KIMBERLY-CLARK CORP COM 494368103   1,886,085 19,551 SH   SOLE   19,551 0 0
KODIAK AI INC. COM 500081104   2,626,353 378,437 SH   SOLE   378,437 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   14,098,545 199,951 SH   SOLE   199,951 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   1,776,832 5,148 SH   SOLE   5,148 0 0
LAMB WESTON HLDGS INC COM 513272104   2,375,139 56,203 SH   SOLE   56,203 0 0
LI AUTO INC SPONSORED ADS 50202M102   1,236,297 69,338 SH   SOLE   69,338 0 0
ELI LILLY & CO COM 532457108   836,991 910 SH   SOLE   910 0 0
LINDE PLC SHS G54950103   906,745 1,829 SH   SOLE   1,829 0 0
LINDSAY CORP COM 535555106   1,960,488 16,465 SH   SOLE   16,465 0 0
LINEAGE INC COM 53566V106   2,145,616 65,495 SH   SOLE   65,495 0 0
LOCKHEED MARTIN CORP COM 539830109   10,341,717 17,111 SH   SOLE   17,111 0 0
LOWES COS INC COM 548661107   8,059,511 34,110 SH   SOLE   34,110 0 0
LULULEMON ATHLETICA INC COM 550021109   220,923 1,443 SH   SOLE   1,443 0 0
M & T BK CORP COM 55261F104   282,380 1,366 SH   SOLE   1,366 0 0
MARKEL CORP COM 570535104   2,451,924 1,281 SH   SOLE   1,281 0 0
MASTERCARD INCORPORATED CL A 57636Q104   271,815 544 SH   SOLE   544 0 0
MAXIMUS INC COM 577933104   532,030 8,300 SH   SOLE   8,300 0 0
MCCORMICK & CO INC COM NON VTG 579780206   954,627 18,926 SH   SOLE   18,926 0 0
MCDONALDS CORP COM 580135101   9,901,769 31,860 SH   SOLE   31,860 0 0
MEDTRONIC PLC SHS G5960L103   8,566,999 98,869 SH   SOLE   98,869 0 0
MERCK & CO INC COM 58933Y105   17,264,382 143,523 SH   SOLE   143,523 0 0
META PLATFORMS INC CL A 30303M102   14,197,406 24,815 SH   SOLE   24,815 0 0
METLIFE INC COM 59156R108   8,960,153 126,699 SH   SOLE   126,699 0 0
MICROSOFT CORP COM 594918104   28,941,741 78,185 SH   SOLE   78,185 0 0
MICROVAST HOLDINGS INC COM 59516C106   34,641 23,094 SH   SOLE   23,094 0 0
MISSION PRODUCE INC COM 60510V108   2,026,325 147,262 SH   SOLE   147,262 0 0
MITEK SYS INC COM NEW 606710200   1,388,921 102,883 SH   SOLE   102,883 0 0
MONDELEZ INTL INC CL A 609207105   9,457,110 164,072 SH   SOLE   164,072 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   1,084,496 49,543 SH   SOLE   49,543 0 0
NATERA INC COM 632307104   5,099,345 25,498 SH   SOLE   25,498 0 0
NEOGEN CORP COM 640491106   1,609,539 173,255 SH   SOLE   173,255 0 0
NETSCOUT SYS INC COM 64115T104   4,577,092 143,979 SH   SOLE   143,979 0 0
NIKE INC CL B 654106103   3,828,394 72,480 SH   SOLE   72,480 0 0
NURIX THERAPEUTICS INC COM 67080M103   1,267,280 81,760 SH   SOLE   81,760 0 0
NVIDIA CORPORATION COM 67066G104   13,407,523 76,878 SH   SOLE   76,878 0 0
NXP SEMICONDUCTORS N V COM N6596X109   9,609,130 48,812 SH   SOLE   48,812 0 0
O-I GLASS INC COM 67098H104   2,389,259 227,332 SH   SOLE   227,332 0 0
OKTA INC CL A 679295105   4,705,363 59,781 SH   SOLE   59,781 0 0
OMNICOM GROUP INC COM 681919106   258,087 3,427 SH   SOLE   3,427 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,477,721 23,865 SH   SOLE   23,865 0 0
ONESPAN INC COM 68287N100   1,658,812 157,532 SH   SOLE   157,532 0 0
ORACLE CORP COM 68389X105   1,403,282 9,539 SH   SOLE   9,539 0 0
ORMAT TECHNOLOGIES INC COM 686688102   2,532,078 22,624 SH   SOLE   22,624 0 0
OWENS CORNING NEW COM 690742101   1,395,930 12,899 SH   SOLE   12,899 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   2,360,679 1,788,393 SH   SOLE   1,788,393 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   24,116,598 164,866 SH   SOLE   164,866 0 0
PALO ALTO NETWORKS INC COM 697435105   5,977,050 37,282 SH   SOLE   37,282 0 0
PAYCHEX INC COM 704326107   1,486,725 16,139 SH   SOLE   16,139 0 0
PENTAIR PLC SHS G7S00T104   1,035,738 11,890 SH   SOLE   11,890 0 0
PEPSICO INC COM 713448108   13,676,701 88,072 SH   SOLE   88,072 0 0
PERSONALIS INC COM 71535D106   2,059,892 323,374 SH   SOLE   323,374 0 0
PFIZER INC COM 717081103   1,427,587 50,840 SH   SOLE   50,840 0 0
PINTEREST INC CL A 72352L106   657,086 35,828 SH   SOLE   35,828 0 0
PLANET LABS PBC COM CL A 72703X106   3,100,577 110,933 SH   SOLE   110,933 0 0
PLUG POWER INC COM NEW 72919P202   79,690 35,261 SH   SOLE   35,261 0 0
PPG INDS INC COM 693506107   7,054,508 66,004 SH   SOLE   66,004 0 0
PRIME MEDICINE INC COM 74168J101   714,754 205,389 SH   SOLE   205,389 0 0
PROCTER & GAMBLE CO COM 742718109   2,588,365 17,920 SH   SOLE   17,920 0 0
PUBLIC SVC ENTERPRISE GRP INC COM 744573106   2,872,754 35,488 SH   SOLE   35,488 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   55,538 10,701 SH   SOLE   10,701 0 0
QUALCOMM INC COM 747525103   7,634,594 59,284 SH   SOLE   59,284 0 0
QUALYS INC COM 74758T303   3,087,840 35,149 SH   SOLE   35,149 0 0
QUANTA SVCS INC COM 74762E102   1,550,982 2,825 SH   SOLE   2,825 0 0
QUANTUM SI INC COM CL A 74765K105   226,091 292,107 SH   SOLE   292,107 0 0
RADWARE LTD ORD M81873107   1,326,449 50,397 SH   SOLE   50,397 0 0
RAPID7 INC COM 753422104   1,771,553 321,516 SH   SOLE   321,516 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   7,851,227 2,557,403 SH   SOLE   2,557,403 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   424,296 92,641 SH   SOLE   92,641 0 0
REPUBLIC SVCS INC COM 760759100   2,408,125 10,995 SH   SOLE   10,995 0 0
ROBINHOOD MKTS INC COM CL A 770700102   13,371,435 192,950 SH   SOLE   192,950 0 0
ROBLOX CORP CL A 771049103   17,848,074 315,560 SH   SOLE   315,560 0 0
ROCKET LAB CORP COM 773121108   8,033,858 125,099 SH   SOLE   125,099 0 0
ROCKWELL AUTOMATION INC COM 773903109   4,773,104 13,300 SH   SOLE   13,300 0 0
ROKU INC CL A 77543R102   10,870,892 114,890 SH   SOLE   114,890 0 0
ROPER TECHNOLOGIES INC COM 776696106   394,200 1,114 SH   SOLE   1,114 0 0
RUBRIK INC CL A 781154109   4,926,431 100,601 SH   SOLE   100,601 0 0
S&P GLOBAL INC COM 78409V104   6,166,579 14,498 SH   SOLE   14,498 0 0
SALESFORCE INC COM 79466L302   1,131,594 6,062 SH   SOLE   6,062 0 0
SCHRODINGER INC COM 80810D103   898,656 79,107 SH   SOLE   79,107 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   475,361 17,864 SH   SOLE   17,864 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   1,587,298 18,363 SH   SOLE   18,363 0 0
SENTINELONE INC CL A 81730H109   4,554,664 353,623 SH   SOLE   353,623 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   71,281 10,833 SH   SOLE   10,833 0 0
SHOPIFY INC COM NPV CL A 82509L107   22,038,766 185,793 SH   SOLE   185,793 0 0
SOFI TECHNOLOGIES INC COM 83406F102   1,462,723 92,111 SH   SOLE   92,111 0 0
SONOCO PRODS CO COM 835495102   2,163,816 40,004 SH   SOLE   40,004 0 0
SOUTHERN CO COM USD5 842587107   542,925 5,625 SH   SOLE   5,625 0 0
SPDR SER TR BLOOMBERG SHT TE 78468R408   749,000 29,984 SH   SOLE   29,984 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,322,488 8,914 SH   SOLE   8,914 0 0
SSGA ACTIVE ETF TR STATE STREET BLA 78467V608   604,187 15,052 SH   SOLE   15,052 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y308   259,385 3,164 SH   SOLE   3,164 0 0
STATE STR CORP COM 857477103   755,437 5,969 SH   SOLE   5,969 0 0
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506   228,439 3,729 SH   SOLE   3,729 0 0
SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209   306,708 2,092 SH   SOLE   2,092 0 0
SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886   290,759 6,336 SH   SOLE   6,336 0 0
STEEL DYNAMICS INC COM 858119100   1,467,000 8,150 SH   SOLE   8,150 0 0
STRATA CRITICAL MEDICAL INC CL A COM 092667104   2,978,350 712,524 SH   SOLE   712,524 0 0
STRYKER CORPORATION COM 863667101   9,264,266 28,194 SH   SOLE   28,194 0 0
SUNBELT RENTALS HOLDINGS SHS 866966104   1,081,623 22,771 SH   SOLE   22,771 0 0
SYMBOTIC INC CLASS A COM 87151X101   6,092,092 114,513 SH   SOLE   114,513 0 0
SYNOPSYS INC COM 871607107   3,121,091 7,872 SH   SOLE   7,872 0 0
T1 ENERGY INC COM NEW 35834F104   60,420 13,763 SH   SOLE   13,763 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   41,287,014 122,169 SH   SOLE   122,169 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   2,989,613 14,303 SH   SOLE   14,303 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   329,125 544 SH   SOLE   544 0 0
TEMPUS AI INC CL A 88023B103   15,217,570 336,523 SH   SOLE   336,523 0 0
TENABLE HLDGS INC COM 88025T102   2,481,532 146,706 SH   SOLE   146,706 0 0
TERADYNE INC COM 880770102   24,731,583 83,423 SH   SOLE   83,423 0 0
TEREX CORP NEW COM 880779103   1,572,237 26,603 SH   SOLE   26,603 0 0
TESLA INC COM 88160R101   50,270,637 135,227 SH   SOLE   135,227 0 0
TETRA TECHNOLOGIES INC DEL COM 88162G103   1,249,588 41,487 SH   SOLE   41,487 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   489,072 995 SH   SOLE   995 0 0
TJX COS INC NEW COM 872540109   1,461,255 9,150 SH   SOLE   9,150 0 0
T-MOBILE US INC COM 872590104   903,759 4,303 SH   SOLE   4,303 0 0
TORO CO COM 891092108   324,797 3,476 SH   SOLE   3,476 0 0
TRACTOR SUPPLY CO COM 892356106   864,686 19,088 SH   SOLE   19,088 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   1,258,138 3,019 SH   SOLE   3,019 0 0
TRIMBLE INC COM 896239100   4,133,690 63,371 SH   SOLE   63,371 0 0
TWIST BIOSCIENCE CORP COM 90184D100   13,523,669 284,589 SH   SOLE   284,589 0 0
UFP INDUSTRIES INC COM 90278Q108   278,479 3,023 SH   SOLE   3,023 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,803,545 28,839 SH   SOLE   28,839 0 0
US BANCORP DEL COM NEW 902973304   1,677,270 32,249 SH   SOLE   32,249 0 0
UNITED PARCEL SERVICE INC CL B 911312106   9,074,866 92,243 SH   SOLE   92,243 0 0
UNITED RENTALS INC COM 911363109   1,355,850 1,861 SH   SOLE   1,861 0 0
VALMONT INDS INC COM 920253101   1,156,356 2,894 SH   SOLE   2,894 0 0
VARONIS SYS INC COM 922280102   2,753,442 128,246 SH   SOLE   128,246 0 0
VENTAS INC COM 92276F100   1,000,824 12,238 SH   SOLE   12,238 0 0
VERACYTE INC COM 92337F107   4,004,702 124,331 SH   SOLE   124,331 0 0
VERALTO CORP COM SHS 92338C103   1,198,356 13,553 SH   SOLE   13,553 0 0
VERISIGN INC COM 92343E102   5,171,352 20,822 SH   SOLE   20,822 0 0
VERISK ANALYTICS INC COM 92345Y106   1,166,014 6,145 SH   SOLE   6,145 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,539,066 50,579 SH   SOLE   50,579 0 0
VISA INC COM CL A 92826C839   10,860,994 35,935 SH   SOLE   35,935 0 0
DISNEY WALT CO COM 254687106   9,724,742 100,900 SH   SOLE   100,900 0 0
WASTE MGMT INC DEL COM 94106L109   7,140,954 31,076 SH   SOLE   31,076 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102   1,521,700 5,242 SH   SOLE   5,242 0 0
WELLTOWER INC COM 95040Q104   1,119,236 5,661 SH   SOLE   5,661 0 0
WESCO INTL INC COM 95082P105   1,308,724 4,783 SH   SOLE   4,783 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   1,548,373 63,380 SH   SOLE   63,380 0 0
XYLEM INC COM 98419M100   1,839,822 15,396 SH   SOLE   15,396 0 0
ZIFF DAVIS INC COM 48123V102   2,446,897 58,315 SH   SOLE   58,315 0 0
ZOETIS INC CL A 98978V103   3,223,823 27,272 SH   SOLE   27,272 0 0
ZSCALER INC COM 98980G102   2,968,256 21,158 SH   SOLE   21,158 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108   1,288,433 28,734 SH   SOLE   28,734 0 0