Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	119,500	$18.88M	9.3%	$92.43	+36.1%	CMN	67066G104
MSFT	MICROSOFT CORPORATION	33,105	$16.47M	8.2%	$257.35	+68.0%	CMN	594918104
AAPL	APPLE INC.	57,550	$11.81M	5.8%	$158.67	+26.9%	CMN	037833100
AMZN	AMAZON.COM INC	45,875	$10.06M	5.0%	$127.87	+54.8%	CMN	023135106
GOOGL	ALPHABET INC.	53,044	$9.348M	4.6%	$108.73	+50.2%	CMN CLASS A	02079K305
META	META PLATFORMS INC-CLASS A	11,162	$8.239M	4.1%	$171.20	+260.2%	CMN CLASS A	30303M102
AVGO	BROADCOM INC.	26,550	$7.319M	3.6%	$147.37	+46.5%	CMN	11135F101
U	Unity	275,933	$6.678M	3.3%	$31.33	-29.8%	CMN Class A	91332U101
SMWB	SimilarWeb	851,669	$6.677M	3.3%	$20.72	-63.9%	SHS	M84137104
TSLA	TESLA, INC.	14,110	$4.482M	2.2%	$217.10	+38.8%	CMN	88160R101
NFLX	NETFLIX, INC.	2,985	$3.997M	2.0%	$40.49	+179.3%	CMN	64110L106
COST	COSTCO WHOLESALE CORPORATION	2,965	$2.935M	1.5%	$595.69	+66.3%	CMN	22160K105
PLTR	PALANTIR TECHNOLOGIES INC.	16,280	$2.219M	1.1%	$89.16	+31.5%	Class B	69608A108
CSCO	CISCO SYSTEMS, INC.	30,345	$2.105M	1.0%	$42.97	+40.5%	Class B	17275R102
BRK/B	BERKSHIRE HATHAWAY INC	3,820	$1.856M	0.9%	$324.28	+56.6%	CMN CLASS A	084670702
AMD	ADVANCED MICRO DEVICES, INC.	12,315	$1.747M	0.9%	$76.08	+43.1%	CMN	007903107
JPM	JPMORGAN CHASE & CO	5,950	$1.725M	0.9%	$118.20	+113.8%	CMN	46625H100
INTU	INTUIT INC	2,150	$1.693M	0.8%	$535.48	+26.0%	CMN	461202103
V	VISA INC.	4,190	$1.488M	0.7%	$197.88	+75.4%	CMN	92826C839
BKNG	BOOKING HOLDINGS INC.	240	$1.389M	0.7%	$1867.55	+172.8%	CMN	09857L108
ISRG	INTUITIVE SURGICAL, INC.	2,535	$1.378M	0.7%	$288.96	+81.0%	CMN	46120E602
AMGN	AMGEN INC.	4,670	$1.304M	0.6%	$225.47	+23.2%	CMN	031162100
LLY	ELI LILLY & CO	1,660	$1.294M	0.6%	$378.80	+104.2%	CMN	532457108
HON	HONEYWELL INTL INC	5,280	$1.23M	0.6%	$173.49	+15.1%	CMN	438516106
AMAT	APPLIED MATERIALS INC	6,445	$1.18M	0.6%	$95.14	+65.5%	CMN	038222105
T	AT&T INC.	40,365	$1.168M	0.6%	$12.95	+108.2%	CMN CLASS A	00206R102
MA	MASTERCARD INCORPORATED	2,050	$1.152M	0.6%	$323.89	+70.3%	CMN	57636Q104
LIN	LINDE PLC	2,450	$1.149M	0.6%	$415.32	+8.9%	CMN	G54950103
XOM	EXXON MOBIL CORPORATION	10,437	$1.125M	0.6%	$108.11	-3.3%	CMN	30231G102
QCOM	QUALCOMM INC	7,060	$1.124M	0.6%	$132.79	+9.2%	CMN	747525103
LRCX	LAM RESEARCH CORPORATION	11,500	$1.119M	0.6%	$74.98	+5.2%	CMN	512807306
MU	MICRON TECHNOLOGY, INC.	8,950	$1.103M	0.5%	$79.50	+17.3%	CMN	595112103
TMUS	T-MOBILE US, INC.	4,600	$1.096M	0.5%	$163.29	+47.9%	CMN CLASS A VOTING	872590104
ADBE	ADOBE INC	2,702	$1.045M	0.5%	$475.65	-19.0%	CMN	00724F101
PEP	PEPSICO, INC.	7,600	$1.004M	0.5%	$143.48	-8.7%	CMN	713448108
HD	THE HOME DEPOT, INC.	2,715	$995K	0.5%	$294.88	+20.7%	CMN	437076102
CMCSA	COMCAST CORPORATION	26,900	$960K	0.5%	$30.06	+12.8%	CMN	20030N101
GILD	GILEAD SCIENCES	8,605	$954K	0.5%	$69.45	+50.3%	CMN	375558103
WMT	WALMART INC	9,480	$927K	0.5%	$52.27	+81.3%	CMN	931142103
KO	COCA-COLA COMPANY (THE)	13,020	$921K	0.5%	$60.24	+15.9%	CMN	191216100
ADP	AUTOMATIC DATA PROCESSING INC	2,910	$897K	0.4%	$230.65	+31.1%	CMN	053015103
ORCL	ORACLE CORPORATION	4,040	$883K	0.4%	$100.66	+59.7%	CMN	68389X105
MDLZ	MONDELEZ INTERNATIONAL, INC.	13,040	$879K	0.4%	$60.36	+7.9%	CMN	609207105
CRWD	CROWDSTRIKE HOLDINGS, INC.	1,720	$876K	0.4%	$294.60	+47.2%	CMN	22788C105
KLAC	KLA CORP	930	$833K	0.4%	$337.92	+121.5%	CMN	482480100
ABBV	ABBVIE INC.	4,375	$812K	0.4%	$135.38	+34.9%	CMN	00287Y109
CRM	SALESFORCE INC	2,935	$800K	0.4%	$144.17	+84.5%	CMN	79466L302
JNJ	JOHNSON & JOHNSON	5,100	$779K	0.4%	$151.86	-0.7%	CMN	478160104
VRTX	VERTEX PHARMACEUTICALS INCORPORATED	1,720	$766K	0.4%	$322.62	+42.8%	CMN	92532F100
PM	PHILIP MORRIS INTL INC	4,110	$749K	0.4%	$81.30	+105.9%	CMN	718172109
ADI	ANALOG DEVICES, INC.	2,970	$707K	0.4%	$150.10	+37.3%	CMN	032654105
PANW	PALO ALTO NETWORKS INC.	3,390	$694K	0.3%	$167.65	+10.8%	CMN	697435105
AEP	AMERICAN ELECTRIC POWER INC	6,650	$690K	0.3%	$75.99	+34.2%	CMN	025537101
ABT	ABBOTT LABORATORIES	4,900	$666K	0.3%	$99.37	+31.4%	CMN	002824100
FISV	FISERV, INC.	3,805	$656K	0.3%	$99.59	+82.1%	CMN	337738108
CEG	CONSTELLATION ENERGY CORP	2,005	$647K	0.3%	$175.75	+50.1%	CMN	21037T109
DASH	DOORDASH INC	2,600	$641K	0.3%	$192.92	+4.0%	CMN	25809K105
SNPS	SYNOPSYS INC.	1,245	$638K	0.3%	$322.25	+44.6%	CMN	871607107
IBM	INTL BUSINESS MACHINES CORP	2,165	$638K	0.3%	$141.50	+79.4%	CMN	459200101
INTC	INTEL CORPORATION	27,500	$616K	0.3%	$21.88	-5.3%	CMN	458140100
TXN	TEXAS INSTRUMENTS INC.	2,960	$615K	0.3%	$173.75	+0.3%	CMN	882508104
CDNS	CADENCE DESIGN SYSTEMS INC	1,945	$599K	0.3%	$163.09	+78.3%	CMN	127387108
DHR	DANAHER CORPORATION	3,000	$593K	0.3%	$203.46	-5.1%	CMN	235851102
PG	THE PROCTER & GAMBLE COMPANY	3,690	$588K	0.3%	$153.24	+4.9%	CMN	742718109
GE	GE AEROSPACE	2,265	$583K	0.3%	$65.91	+231.7%	CMN	369604301
WFC	WELLS FARGO & COMPANY	7,220	$578K	0.3%	$39.69	+79.2%	CMN	949746101
MS	MORGAN STANLEY	4,025	$567K	0.3%	$120.96	0.0%	CMN	617446448
MELI	MERCADOLIBRE, INC.	215	$562K	0.3%	$1137.53	+105.3%	CMN	58733R102
SBUX	STARBUCKS CORP.	6,120	$561K	0.3%	$100.99	-15.7%	CMN	855244109
SCHW	CHARLES SCHWAB CORPORATION	6,070	$554K	0.3%	$57.92	+43.6%	CMN	808513105
FTNT	FORTINET, INC.	5,120	$541K	0.3%	$72.71	+38.8%	CMN	34959E109
STX	SEAGATE TECHNOLOGY HOLDIN PLC	3,485	$503K	0.2%	$58.30	+75.7%	CMN	G7997R103
RTX	RTX CORP	3,440	$502K	0.2%	$87.52	+50.5%	CMN	75513E101
CTAS	CINTAS CORPORATION	2,220	$495K	0.2%	$169.46	+26.3%	CMN	172908105
CAT	CATERPILLAR INC (DELAWARE)	1,270	$493K	0.2%	$206.59	+60.1%	CMN	149123101
UNH	UNITEDHEALTH GROUP INCORPORATED	1,575	$491K	0.2%	$477.58	-21.5%	CMN	91324P102
SPGI	S&P GLOBAL INC.	920	$485K	0.2%	$321.12	+54.7%	CMN	78409V104
PYPL	PAYPAL HOLDINGS, INC.	6,480	$482K	0.2%	$57.15	+19.6%	CMN	70450Y103
ORLY	O'REILLY AUTOMOTIVE, INC.	5,250	$473K	0.2%	$88.68	+2.8%	CMN	67103H107
MRK	MERCK & CO., INC.	5,975	$473K	0.2%	$85.11	-9.1%	CMN	58933Y105
COP	CONOCOPHILLIPS	5,150	$462K	0.2%	$88.02	0.0%	CMN	20825C104
SPOT	SPOTIFY TECHNOLOGY S.A.	595	$457K	0.2%	$332.48	+93.0%	CMN CLASS A	L8681T102
MSTR	MICROSTRATEGY INCORPORATED	1,110	$449K	0.2%	$317.51	+14.7%	CMN	594972408
APP	APPLOVIN CORPORATION	1,275	$446K	0.2%	$324.21	0.0%	CMN	03831W108
NTAP	NETAPP, INC.	4,160	$443K	0.2%	$93.51	0.0%	CMN	64110D104
ABNB	AIRBNB, INC.	3,325	$440K	0.2%	$134.30	-5.7%	CMN	009066101
ROP	ROPER TECHNOLOGIES INC	760	$431K	0.2%	$557.47	+0.8%	CMN	776696106
AMT	AMERICAN TOWER CORPORATION	1,925	$425K	0.2%	$181.26	+16.1%	CMN	03027X100
BKR	BAKER HUGHES CO	10,950	$420K	0.2%	$37.27	0.0%	CMN	05722G100
BAC	BANK OF AMERICA CORP	8,860	$419K	0.2%	$41.45	0.0%	CMN	060505104
ADSK	AUTODESK, INC.	1,350	$418K	0.2%	$283.70	0.0%	CMN	052769106
AXP	AMERICAN EXPRESS CO.	1,305	$416K	0.2%	$156.99	+77.9%	CMN	025816109
MCD	MC DONALDS CORP	1,415	$413K	0.2%	$232.91	+30.3%	CMN	580135101
UBER	UBER TECHNOLOGIES, INC.	4,380	$409K	0.2%	$72.04	+14.3%	CMN	90353T100
PFE	PFIZER INC.	16,620	$403K	0.2%	$22.35	0.0%	CMN	717081103
IDXX	IDEXX LABORATORIES	750	$402K	0.2%	$462.67	+3.4%	CMN	45168D104
BSX	BOSTON SCIENTIFIC CORP.	3,730	$401K	0.2%	$53.38	+89.6%	CMN	101137107
CSX	CSX CORPORATION	12,270	$400K	0.2%	$29.04	+2.6%	CMN CLASS A	126408103
BLK	BLACKROCK FUNDING, INC.	380	$399K	0.2%	$991.05	-5.8%	CMN CLASS A	09290D101
MAR	MARRIOTT INTERNATIONAL, INC	1,440	$393K	0.2%	$149.19	+67.0%	CMN	571903202
ANET	ARISTA NETWORKS, INC.	3,820	$391K	0.2%	$102.84	-15.9%	CMN	040413205
MNST	MONSTER BEVERAGE CORPORATION	6,150	$385K	0.2%	$50.60	+20.8%	CMN	61174X109
PAYX	PAYCHEX, INC.	2,635	$383K	0.2%	$116.99	+26.1%	CMN	704326107
D	DOMINION ENERGY INC	6,540	$370K	0.2%	$42.64	+24.7%	CMN	25746U109
MET	METLIFE, INC.	4,580	$368K	0.2%	$60.76	+24.8%	CMN	59156R108
UNP	UNION PACIFIC CORP.	1,595	$367K	0.2%	$213.43	+2.4%	CMN	907818108
CVS	CVS HEALTH CORP	5,285	$365K	0.2%	$60.47	+6.1%	CLASS A	126650100
WMB	THE WILLIAMS COMPANIES, INC.	5,715	$359K	0.2%	$32.99	+74.8%	CMN	969457100
PAYC	PAYCOM SOFTWARE, INC.	1,545	$358K	0.2%	$158.40	+48.9%	CMN CLASS A	70432V102
ETN	EATON CORP PLC	985	$352K	0.2%	$209.69	+46.3%	CMN	G29183103
NEE	NEXTERA ENERGY, INC.	5,035	$350K	0.2%	$67.74	+0.5%	CMN CLASS A	65339F101
ES	EVERSOURCE ENERGY	5,440	$346K	0.2%	$52.54	+14.0%	CMN	30040W108
TJX	TJX COMPANIES INC (NEW)	2,755	$340K	0.2%	$70.72	+78.0%	CMN	872540109
GD	GENERAL DYNAMICS CORP.	1,160	$338K	0.2%	$240.84	+13.1%	CMN	369550108
MRSH	MARSH & MCLENNAN CO INC	1,545	$338K	0.2%	$203.85	+9.5%	CMN	571748102
FAST	FASTENAL COMPANY	8,020	$337K	0.2%	$38.48	+4.2%	CMN	311900104
KDP	KEURIG DR PEPPER INC	10,050	$332K	0.2%	$29.22	+13.0%	CMN	49271V100
BA	BOEING COMPANY	1,580	$331K	0.2%	$188.88	0.0%	CMN	097023105
SYK	STRYKER CORPORATION	835	$330K	0.2%	$219.76	+69.1%	CMN	863667101
JCI	JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY	3,115	$329K	0.2%	$50.71	+80.9%	CMN	G51502105
ACN	ACCENTURE PLC	1,100	$329K	0.2%	$279.68	+8.3%	CMN	G1151C101
SHOP	SHOPIFY INC.	2,820	$325K	0.2%	$100.02	0.0%	CMN CLASS B	82509L107
NOW	SERVICENOW INC	315	$324K	0.2%	$126.04	+49.7%	Class A	81762P102
MDT	MEDTRONIC PUBLIC LIMITED COMPANY	3,620	$316K	0.2%	$74.79	+11.6%	CMN	G5960L103
WDC	WESTERN DIGITAL CORPORATION	4,910	$314K	0.2%	$47.46	0.0%	CMN	958102105
CI	CIGNA GROUP/THE	950	$314K	0.2%	$302.57	+5.1%	CMN	125523100
CB	CHUBB LIMITED	1,080	$313K	0.2%	$276.25	+3.9%	CMN	H1467J104
APH	AMPHENOL CORP CL-A (NEW)	3,150	$311K	0.2%	$62.23	+30.8%	CMN	032095101
ZS	ZSCALER, INC.	980	$308K	0.2%	$249.30	0.0%	CMN	98980G102
GEV	GE VERNOVA LLC	566	$299K	0.1%	$415.97	0.0%	CMN	36828A101
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A	3,790	$296K	0.1%	$55.69	+36.1%	CMN	192446102
PDD	PDD HOLDINGS INC SPONSORED ADR	2,815	$295K	0.1%	$118.35	—	CMN	722304102
LOW	LOWES COMPANIES INC	1,320	$293K	0.1%	$188.18	+17.2%	CMN	548661107
USB	U.S. BANCORP	6,375	$288K	0.1%	$36.01	+13.2%	CMN	902973304
PGR	THE PROGRESSIVE CORPORATION	1,070	$286K	0.1%	$170.60	+51.0%	CMN	743315103
VRSK	VERISK ANALYTICS, INC.	905	$282K	0.1%	$206.53	+46.1%	CMN	92345Y106
DG	DOLLAR GENERAL CORPORATION	2,450	$280K	0.1%	$74.36	+31.9%	CMN	256677105
NOC	NORTHROP GRUMMAN CORP	560	$280K	0.1%	$432.31	+12.4%	CMN	666807102
SHW	SHERWIN-WILLIAMS CO	805	$276K	0.1%	$230.06	+49.7%	CMN	824348106
MCK	MCKESSON CORPORATION	375	$275K	0.1%	$557.26	+26.3%	CMN	58155Q103
EVRG	EVERGY, INC.	3,970	$274K	0.1%	$47.11	+39.2%	CMN	30034W106
WDAY	WORKDAY, INC.	1,135	$272K	0.1%	$194.07	+25.5%	CMN	98138H101
LHX	L3HARRIS TECHNOLOGIES INC	1,080	$271K	0.1%	$179.88	+26.2%	CMN	502431109
MGM	MGM RESORTS INTERNATIONAL	7,875	$271K	0.1%	$31.71	0.0%	CMN	552953101
CPRT	COPART, INC.	5,510	$270K	0.1%	$39.23	+42.7%	CMN	217204106
—	ANSYS, INC.	760	$267K	0.1%	$332.80	—	CMN	03662Q105
ROST	ROSS STORES,INC	2,085	$266K	0.1%	$98.51	+39.9%	CMN	778296103
TT	TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY	605	$265K	0.1%	$343.07	+14.6%	CMN	G8994E103
C	CITIGROUP INC.	3,100	$264K	0.1%	$68.12	+4.5%	CMN	172967424
AJG	ARTHUR J GALLAGHER & CO	820	$262K	0.1%	$313.31	+4.5%	CMN	363576109
AXON	AXON ENTERPRISE INC	315	$261K	0.1%	$680.44	0.0%	CMN	05464C101
DLTR	DOLLAR TREE STORES, INC.	2,620	$259K	0.1%	$86.31	0.0%	CMN	256746108
ASML	ASML HOLDING N.V. ADR	315	$252K	0.1%	$756.92	—	CMN	N07059210
AMP	AMERIPRISE FINANCIAL, INC.	470	$251K	0.1%	$390.78	+25.4%	CMN	03076C106
NXPI	NXP SEMICONDUCTORS N.V.	1,140	$249K	0.1%	$175.27	+10.0%	CMN	N6596X109
HAS	HASBRO, INC.	3,360	$248K	0.1%	$61.59	0.0%	CMN	418056107
DDOG	DATADOG, INC.	1,840	$247K	0.1%	$110.71	0.0%	CMN	23804L103
AON	AON PUBLIC LIMITED COMPANY	690	$246K	0.1%	$292.51	+23.5%	CMN	G0403H108
DXCM	DEXCOM, INC.	2,765	$241K	0.1%	$78.38	0.0%	CMN	252131107
BXP	BXP INC COMMON STOCK	3,570	$241K	0.1%	$64.41	0.0%	CMN	101121101
MMM	3M COMPANY	1,580	$241K	0.1%	$119.14	+18.6%	CMN	88579Y101
COR	CENCORA INC	800	$240K	0.1%	$249.56	+14.9%	CMN	03073E105
ELV	ELEVANCE HEALTH INC	615	$239K	0.1%	$396.61	0.0%	CMN	036752103
CL	COLGATE-PALMOLIVE CO	2,610	$237K	0.1%	$90.04	0.0%	CMN	194162103
WRB	W.R. BERKLEY CORPORATION	3,195	$235K	0.1%	$59.72	+17.1%	CMN	084423102
NTRS	NORTHERN TRUST CORP	1,850	$235K	0.1%	$100.50	0.0%	CMN CLASS A	665859104
DE	DEERE & COMPANY	460	$234K	0.1%	$461.52	+5.0%	CMN	244199105
CHTR	CHARTER COMMUNICATIONS, INC.	570	$233K	0.1%	$336.34	+13.8%	CMN CLASS P	16119P108
O	REALTY INCOME CORPORATION	3,930	$226K	0.1%	$46.49	+17.2%	CMN	756109104
GEHC	GE HEALTHCARE TECHNOLOGIES INC.	3,030	$224K	0.1%	$85.82	-19.0%	CMN	36266G107
KEY	KEYCORP	12,810	$223K	0.1%	$9.00	+67.2%	CMN	493267108
CTVA	CORTEVA, INC.	2,960	$221K	0.1%	$66.17	0.0%	CMN	22052L104
ITW	ILLINOIS TOOL WORKS	890	$220K	0.1%	$231.23	+2.6%	CMN	452308109
DELL	DELL TECHNOLOGIES INC.	1,790	$219K	0.1%	$101.32	0.0%	CMN	24703L202
FE	FIRSTENERGY CORP.	5,435	$219K	0.1%	$34.64	+16.3%	CMN	337932107
LMT	LOCKHEED MARTIN CORPORATION	470	$218K	0.1%	$415.91	+10.4%	CMN	539830109
GM	GENERAL MOTORS COMPANY	4,420	$218K	0.1%	$51.75	-9.1%	CMN	37045V100
CMI	CUMMINS INC COMMON STOCK	661	$216K	0.1%	$287.98	+6.1%	CMN	231021106
PCAR	PACCAR INC	2,277	$216K	0.1%	$89.85	+0.7%	CMN	693718108
NDAQ	NASDAQ INC.	2,400	$215K	0.1%	$79.17	0.0%	CMN	631103108
ETR	ENTERGY CORPORATION	2,560	$213K	0.1%	$80.44	+1.0%	CMN	29364G103
EXC	EXELON CORPORATION	4,880	$212K	0.1%	$40.50	+7.6%	CMN	30161N101
KMI	KINDER MORGAN INC	7,165	$211K	0.1%	$26.70	+0.2%	CMN	49456B101
ICE	INTERCONTINENTAL EXCHANGE INC	1,145	$210K	0.1%	$170.47	0.0%	CMN	45866F104
FANG	DIAMONDBACK ENERGY INC	1,485	$204K	0.1%	$157.12	-13.3%	CMN	25278X109
DD	DUPONT DE NEMOURS INC	2,970	$204K	0.1%	$27.31	0.0%	CMN	26614N102
AEE	AMEREN CORPORATION	2,110	$203K	0.1%	$93.72	+1.5%	CMN	023608102
CMA	COMERICA INCORPORATED	3,360	$200K	0.1%	$54.25	0.0%	CMN	200340107
WBD	WARNER BROS DISCOVERY INC	10,160	$116K	0.1%	$9.33	0.0%	CMN	934423104