ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 456090 2242 SH SOLE 0 0 2242 AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BP8Z0 272308 5943 SH SOLE 0 0 5943 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1557460 12414 SH SOLE 0 0 12414 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1151169 4013 SH SOLE 0 0 4013 AMAZON COM INC COM 023135106 BBG001S5PQL7 2915572 13999 SH SOLE 0 0 13999 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 1615232 5340 SH SOLE 0 0 5340 APPLE INC COM 037833100 BBG001S5N8V8 4379404 17256 SH SOLE 0 0 17256 APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 550434 1383 SH SOLE 0 0 1383 ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 2214706 18038 SH SOLE 0 0 18038 AST SPACEMOBILE INC COM CL A 00217D100 BBG00Q402TS1 299492 3614 SH SOLE 0 0 3614 AT&T INC COM 00206R102 BBG001S5VWH2 339241 11702 SH SOLE 0 0 11702 BARCLAYS PLC ADR 06738E204 BBG001S5P2T2 2179966 103023 SH SOLE 0 0 103023 BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 305259 2253 SH SOLE 0 0 2253 CATERPILLAR INC COM 149123101 BBG001S5PJ06 1744229 2462 SH SOLE 0 0 2462 CHEVRON CORPORATION COM 166764100 BBG001S67ZC5 250556 1211 SH SOLE 0 0 1211 CISCO SYS INC COM 17275R102 BBG001S6HC62 211666 2728 SH SOLE 0 0 2728 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 2143705 18902 SH SOLE 0 0 18902 COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 710139 4067 SH SOLE 0 0 4067 CORNING INC COM 219350105 BBG001S5RLH1 1667672 12265 SH SOLE 0 0 12265 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 2568898 6580 SH SOLE 0 0 6580 DATADOG INC CL A COM 23804L103 BBG003NJHZW5 1102705 9341 SH SOLE 0 0 9341 DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 231226 10695 SH SOLE 0 0 10695 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1368665 10453 SH SOLE 0 0 10453 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1349489 3773 SH SOLE 0 0 3773 ELI LILLY & CO COM 532457108 BBG001S5STL8 1830342 1990 SH SOLE 0 0 1990 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 372211 2194 SH SOLE 0 0 2194 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1898402 2244 SH SOLE 0 0 2244 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 231681 1025 SH SOLE 0 0 1025 HUBSPOT INC COM 443573100 BBG001T53670 353502 1448 SH SOLE 0 0 1448 HUNTINGTON INGALLS INDS INC COM 446413106 BBG001V0PDL3 264031 695 SH SOLE 0 0 695 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 214030 883 SH SOLE 0 0 883 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1064536 4355 SH SOLE 0 0 4355 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1756794 5972 SH SOLE 0 0 5972 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 612296 1774 SH SOLE 0 0 1774 LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 702341 9786 SH SOLE 0 0 9786 LINDE PLC SHS G54950103 BBG01FND0CH6 1473894 2973 SH SOLE 0 0 2973 LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 BBG001T8LMY9 2589037 32138 SH SOLE 0 0 32138 MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1367655 791 SH SOLE 0 0 791 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2988235 5223 SH SOLE 0 0 5223 MICROSOFT CORP COM 594918104 BBG001S5TD05 3038943 8210 SH SOLE 0 0 8210 NETFLIX INC. COM 64110L106 BBG001SF6L46 1999824 20799 SH SOLE 0 0 20799 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 203921 1335 SH SOLE 0 0 1335 NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 364078 25336 SH SOLE 0 0 25336 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4267251 24468 SH SOLE 0 0 24468 ORACLE CORP COM 68389X105 BBG001S5SJG6 981169 6670 SH SOLE 0 0 6670 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 1333615 9233 SH SOLE 0 0 9233 REDDIT INC CL A 75734B100 BBG015RGX648 560144 4160 SH SOLE 0 0 4160 REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 1988775 2574 SH SOLE 0 0 2574 ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 1146222 16540 SH SOLE 0 0 16540 ROCKET COS INC COM CL A 77311W101 BBG00VY1MZN4 382513 26843 SH SOLE 0 0 26843 ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 1460427 5307 SH SOLE 0 0 5307 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 1494782 7749 SH SOLE 0 0 7749 SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMH4 1077192 13008 SH SOLE 0 0 13008 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 BBG001S7TCZ5 850560 6400 SH SOLE 0 0 6400 SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 BBG001S7TD56 1369274 29838 SH SOLE 0 0 29838 SERVICENOW INC COM 81762P102 BBG001T4JFC0 1752258 16760 SH SOLE 0 0 16760 SHOPIFY INC CL A SUB VTG SHS 82509L107 BBG004DW5NC7 1298296 10945 SH SOLE 0 0 10945 SNOWFLAKE INC COM SHS 833445109 BBG007DHGNK2 522591 3465 SH SOLE 0 0 3465 SOUTHERN CO COM 842587107 BBG001S5W777 239756 2484 SH SOLE 0 0 2484 SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 1820352 3754 SH SOLE 0 0 3754 STARBUCKS CORP COM 855244109 BBG001S72KH6 701665 7832 SH SOLE 0 0 7832 STRYKER CORPORATION COM 863667101 BBG001S8FR03 1188181 3616 SH SOLE 0 0 3616 TERADYNE INC COM 880770102 BBG001S5WMZ3 2023340 6825 SH SOLE 0 0 6825 TJX COS INC NEW COM 872540109 BBG001S5WQ93 1966972 12317 SH SOLE 0 0 12317 TOAST INC CL A 888787108 BBG00BTJVKB1 303274 11440 SH SOLE 0 0 11440 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 1878164 26111 SH SOLE 0 0 26111 UNITED PARCEL SVCS INC CL B 911312106 BBG001SDGSH1 1532367 15576 SH SOLE 0 0 15576 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 442751 5737 SH SOLE 0 0 5737 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1112506 1862 SH SOLE 0 0 1862 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 328120 4369 SH SOLE 0 0 4369 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2121598 39253 SH SOLE 0 0 39253 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 735291 2700 SH SOLE 0 0 2700 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 1294073 2898 SH SOLE 0 0 2898 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 1043165 4163 SH SOLE 0 0 4163 VISTRA CORP COM 92840M102 BBG00DXDL6R0 1313433 8737 SH SOLE 0 0 8737 WALMART INC COM 931142103 BBG001S5XH92 1969178 15845 SH SOLE 0 0 15845 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 260812 1135 SH SOLE 0 0 1135