10X GENOMICS INC CL A COM 88025U109 BBG007WX14X0 500759 13061 SH SOLE 13061 0 0 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 BBG001J2PFF5 517460 24124 SH SOLE 24124 0 0 AMETEK INC COM 031100100 BBG000B9XG87 1193006 4931 SH SOLE 4931 0 0 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYP28 576171 5491 SH SOLE 5491 0 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG000BBHHP9 1033386 3056 SH SOLE 3056 0 0 APPLIED MATLS INC COM 038222105 BBG000BBPFB9 816267 1129 SH SOLE 1129 0 0 ARCBEST CORP COM 03937C105 BBG000C1PFY5 550763 3837 SH SOLE 3837 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG000K6MRN4 634631 319 SH SOLE 319 0 0 AUTOZONE INC COM 053332102 BBG000C7LMS8 920431 288 SH SOLE 288 0 0 BRUKER CORP COM 116794108 BBG000CL1FG7 459113 7629 SH SOLE 7629 0 0 CAMECO CORP COM 13321L108 BBG000DSZTN6 465296 4568 SH SOLE 4568 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG000BCVMH9 1027409 11857 SH SOLE 11857 0 0 CASEYS GEN STORES INC COM 147528103 BBG000BF0672 1031637 1298 SH SOLE 1298 0 0 CHARGEPOINT HOLDINGS INC COM SHS 15961R303 BBG00Q741Z16 213446 36116 SH SOLE 36116 0 0 CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHH5 318128 1297 SH SOLE 1297 0 0 CONSTRUCTION PARTNERS INC COM CL A 21044C107 BBG00KK0CFX9 540166 4548 SH SOLE 4548 0 0 CORE & MAIN INC CL A 21874C102 BBG01163K2X0 790239 16378 SH SOLE 16378 0 0 CSX CORP COM 126408103 BBG000BGJRC8 1141480 24016 SH SOLE 24016 0 0 CURTISS WRIGHT CORP COM 231561101 BBG000BGSPS5 762307 1006 SH SOLE 1006 0 0 DANAHER CORP DEL COM 235851102 BBG000BH3JF8 671823 3527 SH SOLE 3527 0 0 DATADOG INC CL A COM 23804L103 BBG003NJHZT9 393144 1510 SH SOLE 1510 0 0 DXP ENTERPRISES INC COM NEW 233377407 BBG000HTY991 543680 3222 SH SOLE 3222 0 0 EMERSON ELEC CO COM 291011104 BBG000BHX7N2 758266 5297 SH SOLE 5297 0 0 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 BBG01KY66PW6 6012210 117771 SH SOLE 117771 0 0 FIRST TR EXCHANGE-TRADED FD TECH ALPHADEX 33734X176 BBG000R6BJ93 740720 3410 SH SOLE 3410 0 0 FORTIVE CORP COM 34959J108 BBG00BLVZ228 1038347 16997 SH SOLE 16997 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W31 630900 537 SH SOLE 537 0 0 GENEDX HOLDINGS CORP COM CL A 81663L200 BBG00XDHY5P9 12768145 185989 SH SOLE 185989 0 0 GRAIL INC COM 384747101 BBG01N6CGW43 206380 3023 SH SOLE 3023 0 0 GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 BBG01NX635X7 60334 2325 SH SOLE 2325 0 0 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 BBG008748J88 492299 10815 SH SOLE 10815 0 0 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 BBG008748J88 529443 11631 SH SOLE 11631 0 0 GRAYSCALE ETHEREUM STAKING SHS NEW 38964R203 BBG01NR6CZK2 22515 1498 SH SOLE 1498 0 0 GRAYSCALE ETHEREUM STAKING E SHS 389638107 BBG00P5NVCR8 191298 14992 SH SOLE 14992 0 0 GUARDANT HEALTH INC COM 40131M109 BBG006D97VY9 504551 3363 SH SOLE 3363 0 0 HUBBELL INC COM 443510607 BBG000BLK267 955363 1826 SH SOLE 1826 0 0 ILLUMINA INC COM 452327109 BBG000DSMS70 638615 3632 SH SOLE 3632 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6PV3 4823455 144892 SH SOLE 144892 0 0 ISHARES SILVER TR ISHARES 46428Q109 BBG000NDCRW7 553468 10351 SH SOLE 10351 0 0 ISHARES SILVER TR ISHARES 46428Q109 BBG000NDCRW7 1235638 23109 SH SOLE 23109 0 0 ISHARES TR EUROPE ETF 464287861 BBG000BXV152 728500 10000 SH SOLE 10000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 1509761 5025 SH SOLE 5025 0 0 KLA CORP COM NEW 482480100 BBG000BMTFR4 814617 2700 SH SOLE 2700 0 0 LABCORP HOLDINGS INC COM SHS 504922105 BBG01MMT6PL7 1306200 4665 SH SOLE 4665 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG000BNFLM9 566796 1308 SH SOLE 1308 0 0 MASTEC INC COM 576323109 BBG000DYXD23 636572 1530 SH SOLE 1530 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 348596 302 SH SOLE 302 0 0 MONGODB INC CL A 60937P106 BBG0022FDRY8 356054 1060 SH SOLE 1060 0 0 MURPHY USA INC COM 626755102 BBG001Z0Q6T5 619701 1150 SH SOLE 1150 0 0 MYR GROUP INC COM 55405W104 BBG000BC7VW9 577962 1155 SH SOLE 1155 0 0 NATERA INC COM 632307104 BBG001J1BQ86 612120 2255 SH SOLE 2255 0 0 NEOGENOMICS INC COM NEW 64049M209 BBG000BKH263 683702 46861 SH SOLE 46861 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 BBG000CHSS88 647417 2989 SH SOLE 2989 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 BBG000BGYWY6 1159781 12594 SH SOLE 12594 0 0 PERSONALIS INC COM 71535D106 BBG0027NWBR8 311885 23275 SH SOLE 23275 0 0 QUANTA SVCS INC COM 74762E102 BBG000BBL8V7 643716 894 SH SOLE 894 0 0 QUEST DIAGNOSTICS INC COM 74834L100 BBG000BN84F3 1214262 5729 SH SOLE 5729 0 0 REPLIGEN CORP COM 759916109 BBG000BS48J3 662007 4852 SH SOLE 4852 0 0 SAIA INC COM 78709Y105 BBG000P5LMQ0 475490 1129 SH SOLE 1129 0 0 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 BBG000BJ7G75 1133500 25000 SH SOLE 25000 0 0 SERVICENOW INC COM 81762P102 BBG000M1R011 305882 3081 SH SOLE 3081 0 0 SNOWFLAKE INC COM SHS 833445109 BBG007DHGNJ4 285040 1120 SH SOLE 1120 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG000CRF6Q8 478157 1298 SH SOLE 1298 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG000CRF6Q8 526047 1428 SH SOLE 1428 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG000CRF6Q8 47278994 128343 SH SOLE 128343 0 0 SPDR SERIES TRUST ST STR SP AERO 78464A631 BBG0024LG845 1986530 7000 SH SOLE 7000 0 0 SPDR SERIES TRUST ST STR SP HCSVC 78464A573 BBG0024LG5W0 792600 6000 SH SOLE 6000 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG000BDTBL9 2374729 3180 SH SOLE 3180 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG000BDTBL9 1583899 2121 SH SOLE 2121 0 0 STEVANATO GROUP S P A ORD SHS T9224W109 BBG001RY95L9 564127 31219 SH SOLE 31219 0 0 TEMPUS AI INC CL A 88023B103 BBG01MZQYJF9 437545 7553 SH SOLE 7553 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 1128060 2250 SH SOLE 2250 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG000BM6788 947939 1930 SH SOLE 1930 0 0 VALVOLINE INC COM 92047W101 BBG003DNHV56 1018550 25760 SH SOLE 25760 0 0 VERACYTE INC COM 92337F107 BBG001J2M542 552708 9411 SH SOLE 9411 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG000BX24N8 924784 2576 SH SOLE 2576 0 0 WILLIAMS COS INC COM 969457100 BBG000BWVCP8 1225867 16490 SH SOLE 16490 0 0 XPO INC COM 983793100 BBG000L5CJF3 533343 2598 SH SOLE 2598 0 0