Advanced Micro Devices COM 007903107 21844 102 SH SOLE 102 0 0 Adyen NV ADR COM 00783V104 14274433 893828 SH SOLE 893828 0 0 Alphabet Inc. Class A COM 02079k305 148362 474 SH SOLE 474 0 0 Amazon.Com Inc. COM 023135106 96714 419 SH SOLE 419 0 0 AppLovin Corporation COM 03831W108 9393725 13941 SH SOLE 13941 0 0 Apple Inc. COM 037833100 163116 600 SH SOLE 600 0 0 Arista Networks COM 040413205 10818754 82567 SH SOLE 82567 0 0 Atlassian Corporation COM 049468101 10838897 66849 SH SOLE 66849 0 0 Broadcom Inc. COM 11135F101 61952 179 SH SOLE 179 0 0 Cloudflare, Inc COM 18915M107 10386256 52682 SH SOLE 52682 0 0 CrowdStrike Holdings, Inc COM 22788C105 12943870 27613 SH SOLE 27613 0 0 Datadog, Inc. COM 23804L103 11384131 83713 SH SOLE 83713 0 0 Flutter Entertainment PLC COM G3643J108 10704476 49779 SH SOLE 49779 0 0 GE Vernova Inc COM 36828A101 15686 24 SH SOLE 24 0 0 Klaviyo, Inc. COM 49845K101 14832458 456805 SH SOLE 456805 0 0 Mastercard Inc. COM 57636Q104 8563 15 SH SOLE 15 0 0 Mercadolibre, Inc. COM 58733R102 16114 8 SH SOLE 8 0 0 Meta Platforms, Inc. (fka Face COM 30303M102 60728 92 SH SOLE 92 0 0 Micron Technology Inc. COM 595112103 10560 37 SH SOLE 37 0 0 Microsoft Corp. COM 594918104 140733 291 SH SOLE 291 0 0 MongoDB, Inc COM 60937P106 18073110 43063 SH SOLE 43063 0 0 Netflix, Inc. COM 64110l106 16408 175 SH SOLE 175 0 0 Nu Holdings Ltd. COM G6683N103 20458808 1222151 SH SOLE 1222151 0 0 Nvidia Corp. COM 67066G104 185194 993 SH SOLE 993 0 0 Okta, Inc. COM 679295105 12279 142 SH SOLE 142 0 0 Oportun Financial Corp. COM 68376D104 3111753 588233 SH SOLE 588233 0 0 Oscar Health, Inc. COM 687793109 39382379 2740597 SH SOLE 2740597 0 0 Roblox Corp COM 771049103 5706052 70419 SH SOLE 70419 0 0 Samsara Inc. COM 79589L106 7730475 218067 SH SOLE 218067 0 0 ServiceNow, Inc. COM 81762p102 12506432 81640 SH SOLE 81640 0 0 Shopify Inc. COM 82509L107 25594 159 SH SOLE 159 0 0 Snowflake, Inc. COM 833445109 17142326 78147 SH SOLE 78147 0 0 Taiwan Semiconductor COM 874039100 23159761 76211 SH SOLE 76211 0 0 Tesla Inc. COM 88160R101 49919 111 SH SOLE 111 0 0 Toast, Inc. COM 888787108 17278562 486583 SH SOLE 486583 0 0 Vertiv Holding COM 92537N108 19963196 123222 SH SOLE 123222 0 0 Visa Inc. COM 92826c839 8417 24 SH SOLE 24 0 0