| Sandisk(SNDK.US) | 4.21 | 56,155 |
| Lumentum(LITE.US) | 2.66 | 32,042 |
| Teradyne(TER.US) | 2.46 | 70,261 |
| eBay Inc.(EBAY.US) | 2.16 | 201,060 |
| Elbit Systems(ESLT.US) | 2.08 | 20,802 |
| Kimberly-Clark(KMB.US) | 1.72 | 148,963 |
| CoreWeave(CRWV.US) | 1.59 | 173,415 |
| Fiserv(FISV.US) | 1.58 | 239,705 |
| United Airlines(UAL.US) | 1.58 | 145,154 |
| Natera(NTRA.US) | 1.50 | 63,609 |
| Expedia Group(EXPE.US) | 1.43 | 52,516 |
| Biogen(BIIB.US) | 1.43 | 65,865 |
| Casey's General(CASY.US) | 1.43 | 16,636 |
| Expand Energy(EXE.US) | 1.40 | 107,890 |
| Steel Dynamics(STLD.US) | 1.39 | 65,021 |
| United Therapeutics(UTHR.US) | 1.38 | 19,671 |
| FTAI Aviation(FTAI.US) | 1.33 | 46,032 |
| GlobalFoundries(GFS.US) | 1.31 | 249,478 |
| ON Semiconductor(ON.US) | 1.29 | 176,832 |
| Flex(FLEX.US) | 1.27 | 165,008 |
| Tractor Supply(TSCO.US) | 1.26 | 236,224 |
| AST SpaceMobile(ASTS.US) | 1.25 | 127,440 |
| Ulta Beauty(ULTA.US) | 1.23 | 19,907 |
| VeriSign(VRSN.US) | 1.21 | 41,152 |
| Nebius Group(NBIS.US) | 1.21 | 98,495 |
| Dollar Tree, Inc.(DLTR.US) | 1.15 | 89,245 |
| Royal Gold(RGLD.US) | 1.14 | 38,063 |
| Woodward, Inc.(WWD.US) | 1.13 | 26,757 |
| Zoom(ZM.US) | 1.13 | 119,366 |
| First Solar(FSLR.US) | 1.12 | 48,158 |
| argenx(ARGX.US) | 1.10 | 12,735 |
| Royalty Pharma(RPRX.US) | 1.09 | 192,273 |
| NetApp(NTAP.US) | 1.07 | 88,560 |
| MongoDB(MDB.US) | 1.06 | 36,526 |
| J.B. Hunt Transport Services(JBHT.US) | 1.06 | 42,458 |
| C.H. Robinson Worldwide(CHRW.US) | 1.05 | 53,235 |
| Roivant Sciences(ROIV.US) | 1.05 | 321,200 |
| Revolution Medicines(RVMD.US) | 1.02 | 88,939 |
| Liberty Media - Series C Liberty(FWONK.US) | 1.01 | 100,576 |
| Illumina(ILMN.US) | 1.00 | 68,622 |
| Evergy(EVRG.US) | 1.00 | 103,350 |
| Astera Labs(ALAB.US) | 0.99 | 76,389 |
| Incyte(INCY.US) | 0.99 | 89,317 |
| Rivian(RIVN.US) | 0.99 | 555,191 |
| Alliant Energy(LNT.US) | 0.98 | 115,405 |
| Nextpower(NXT.US) | 0.95 | 66,632 |
| lululemon athletica(LULU.US) | 0.91 | 50,348 |
| PTC(PTC.US) | 0.90 | 53,404 |
| MACOM Technology Solutions(MTSI.US) | 0.88 | 33,667 |
| Akamai(AKAM.US) | 0.88 | 65,024 |
| F5(FFIV.US) | 0.87 | 25,364 |
| Credo(CRDO.US) | 0.86 | 77,640 |
| SS&C Technologies(SSNC.US) | 0.86 | 108,388 |
| CDW(CDW.US) | 0.83 | 57,890 |
| Check Point Software(CHKP.US) | 0.81 | 48,178 |
| Trimble(TRMB.US) | 0.81 | 104,920 |
| Nordson(NDSN.US) | 0.79 | 25,033 |
| Summit Therapeutics(SMMT.US) | 0.78 | 347,982 |
| Insulet(PODD.US) | 0.78 | 31,590 |
| Talen Energy(TLN.US) | 0.77 | 20,506 |
| Grab(GRAB.US) | 0.77 | 1,779,469 |
| BridgeBio Pharma(BBIO.US) | 0.76 | 87,005 |
| Ascendis Pharma(ASND.US) | 0.75 | 27,629 |
| JD.com(JD.US) | 0.75 | 214,732 |
| Cooper(COO.US) | 0.74 | 87,568 |
| Lincoln Electric(LECO.US) | 0.73 | 24,593 |
| Medpace Holdings(MEDP.US) | 0.72 | 12,739 |
| Super Micro Computer(SMCI.US) | 0.72 | 268,823 |
| Okta(OKTA.US) | 0.71 | 76,050 |
| Logitech(LOGI.US) | 0.71 | 65,789 |
| Affirm Holdings(AFRM.US) | 0.71 | 131,232 |
| Neurocrine Biosciences(NBIX.US) | 0.70 | 45,043 |
| Kratos Defense & Security(KTOS.US) | 0.69 | 82,856 |
| Ionis Pharmaceuticals(IONS.US) | 0.66 | 74,135 |
| Ryanair(RYAAY.US) | 0.66 | 96,225 |
| Trip.com(TCOM.US) | 0.65 | 110,486 |
| Baidu(BIDU.US) | 0.65 | 49,294 |
| Domino’s Pizza(DPZ.US) | 0.64 | 15,094 |
| Guardant Health(GH.US) | 0.64 | 58,869 |
| Madrigal Pharmaceuticals(MDGL.US) | 0.64 | 10,297 |
| Fox - Class B(FOX.US) | 0.63 | 100,845 |
| Fox - Class A(FOXA.US) | 0.62 | 90,068 |
| Sanofi(SNY.US) | 0.62 | 109,843 |
| Gen(GEN.US) | 0.60 | 271,820 |
| IREN(IREN.US) | 0.60 | 149,124 |
| DraftKings(DKNG.US) | 0.56 | 221,250 |
| Wynn Resorts, Limited(WYNN.US) | 0.56 | 46,663 |
| Zebra Technologies(ZBRA.US) | 0.54 | 22,079 |
| BioNTech(BNTX.US) | 0.54 | 51,161 |
| Nutanix(NTNX.US) | 0.54 | 121,353 |
| Trade Desk(TTD.US) | 0.52 | 194,173 |
| Paramount Skydance(PSKY.US) | 0.52 | 484,803 |
| Docusign(DOCU.US) | 0.50 | 89,883 |
| News Corp - Class A(NWSA.US) | 0.49 | 166,155 |
| AeroVironment(AVAV.US) | 0.48 | 22,404 |
| ICON(ICLR.US) | 0.45 | 34,268 |
| Tempus(TEM.US) | 0.42 | 77,970 |
| Zillow Group - Class C Capital S(Z.US) | 0.41 | 84,291 |
| H World(HTHT.US) | 0.36 | 61,371 |
| Liberty Live - Series C Liberty(LLYVK.US) | 0.32 | 28,646 |
| News Corp - Class B(NWS.US) | 0.28 | 82,469 |
| Liberty Live - Series A Liberty(LLYVA.US) | 0.12 | 11,279 |
| Liberty Media - Series A Liberty(FWONA.US) | 0.10 | 10,584 |
| Zillow Group(ZG.US) | 0.10 | 20,595 |
| CASH & EQUIVALENTS | -0.02 | -204,446 |