Advanced Micro Devices COM 007903107 11041656 18049 SH SOLE 18049 0 0 Alphabet Inc. Class A COM 02079k305 157589 458 SH SOLE 458 0 0 Amazon.com, Inc. COM 023135106 101404 407 SH SOLE 407 0 0 Analog Devices COM 032654105 21819 55 SH SOLE 55 0 0 AppLovin Corporation COM 03831W108 7171878 24694 SH SOLE 24694 0 0 Apple, Inc. COM 037833100 142866 429 SH SOLE 429 0 0 Applied Materials, Inc. COM 038222105 21478 42 SH SOLE 42 0 0 Arista Networks COM 040413205 8802010 43234 SH SOLE 43234 0 0 Bloom Energy Corp. COM 093712107 9486011 34248 SH SOLE 34248 0 0 Broadcom, Inc. COM 11135F101 67077 191 SH SOLE 191 0 0 Cloudflare, Inc. COM 18915M107 12194737 35115 SH SOLE 35115 0 0 Comfort Systems COM 199908104 31428 19 SH SOLE 19 0 0 Coreweave, Inc. COM 21873S108 11610918 133275 SH SOLE 133275 0 0 CrowdStrike Holdings, Inc COM 22788C105 15583714 58862 SH SOLE 58862 0 0 Datadog, Inc. COM 23804L103 10064261 36751 SH SOLE 36751 0 0 Ethos Technologies, Inc COM 29765A101 15998623 476575 SH SOLE 476575 0 0 Forgent Power Solutions Inc COM 34631F102 12926834 345268 SH SOLE 345268 0 0 GE Vernova, Inc. COM 36828A101 8091521 8513 SH SOLE 8513 0 0 Infleqtion, Inc COM 45676K103 58126552 4315260 SH SOLE 4315260 0 0 Intel Corp. COM 458140100 25369 211 SH SOLE 211 0 0 JFrog COM IL0011684 18729 193 SH SOLE 193 0 0 Lam Research Corp. COM 512807306 21025 64 SH SOLE 64 0 0 Lumentum Holdings, Inc. COM 55024U109 12091216 12449 SH SOLE 12449 0 0 Meta Platforms, Inc. (fka Face COM 30303M102 82671 114 SH SOLE 114 0 0 Micron Technology, Inc. COM 595112103 46865 44 SH SOLE 44 0 0 Microsoft Corp. COM 594918104 121557 237 SH SOLE 237 0 0 Nvidia Corp. COM 67066G104 193438 847 SH SOLE 847 0 0 Oscar Health, Inc. COM 687793109 42584982 1380836 SH SOLE 1380836 0 0 Palantir Technologies Inc. COM 69608A108 15305553 81826 SH SOLE 81826 0 0 Robinhood Markets, Inc. COM 770700102 12966300 115256 SH SOLE 115256 0 0 SK Hynix Inc. COM 78392B206 12706 69 SH SOLE 69 0 0 Sandisk Corp. COM 80004C200 10945648 6291 SH SOLE 6291 0 0 Shopify, Inc. COM 82509L107 25211 170 SH SOLE 170 0 0 Snowflake, Inc. COM 833445109 29202 86 SH SOLE 86 0 0 Space Exploration Technologies COM 84615Q103 8689536 57600 SH SOLE 57600 0 0 Taiwan Semiconductor COM 874039100 19216548 42124 SH SOLE 42124 0 0 Tesla, Inc. COM 88160R101 39384 111 SH SOLE 111 0 0 Toast, Inc. COM 888787108 7204450 248515 SH SOLE 248515 0 0 Twilio Inc. COM 90138f102 11537839 39451 SH SOLE 39451 0 0 Vertiv Holding COM 92537N108 11187614 46362 SH SOLE 46362 0 0