Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JNJ	JOHNSON & JOHNSON	8,799	$2.235M	1.4%	$253.97	—	JNJ	478160104
CSCO	CISCO SYSTEMS INC	15,418	$1.811M	1.2%	$117.46	—	CSCO	17275R102
ANET	ARISTA NETWORKS INC	7,273	$1.236M	0.8%	$169.88	—	ANET	040413205
ORCL	ORACLE CORP	7,946	$1.164M	0.7%	$146.55	—	ORCL	68389X105
REGN	REGENERON PHARMACEUTICALS	1,120	$698K	0.4%	$623.54	—	REGN	75886F107
EBAY	EBAY INC	5,370	$600K	0.4%	$111.75	—	EBAY	278642103
NTRA	NATERA INC	2,089	$567K	0.4%	$271.45	—	NTRA	632307104
ZTS	ZOETIS INC	6,208	$446K	0.3%	$71.86	—	ZTS	98978V103
DXCM	DEXCOM INC	6,263	$422K	0.3%	$67.35	—	DXCM	252131107
UTHR	UNITED THERAPEUTICS CORP	770	$417K	0.3%	$541.83	—	UTHR	91307C102
FFIV	F5 INC	965	$401K	0.3%	$415.96	—	FFIV	315616102
PODD	INSULET CORP	1,908	$290K	0.2%	$152.25	—	PODD	45784P101
CSGP	COSTAR GROUP INC	9,293	$263K	0.2%	$28.32	—	CSGP	22160N109

Increased Positions (41)

— BlackRock Enhanced Large Cap Core Fund Inc 2.0%

Value $3.152M (+43.1%) Shares 120,550 (+15.1%) Est. Cost $23.73 Unrealized —

EFC Ellington Financial Inc 1.8%

Value $2.762M (+32.2%) Shares 202,956 (+15.1%) Est. Cost $12.48 Unrealized —

TWO Two Harbors Investment Corp. 2.1%

Value $3.28M (+25.0%) Shares 264,265 (+15.1%) Est. Cost $11.77 Unrealized —

CSWC Capital Southwest Corporation 1.9%

Value $3.006M (+23.6%) Shares 126,444 (+15.1%) Est. Cost $20.88 Unrealized —

AGNC Agnc Investment Corp 1.8%

Value $2.811M (+25.0%) Shares 257,910 (+15.1%) Est. Cost $9.49 Unrealized —

WES Western Midstream Partners LP 2.0%

Value $3.082M (+22.3%) Shares 70,436 (+15.1%) Est. Cost $40.06 Unrealized —

GSBD Goldman Sachs BDC Inc 1.8%

Value $2.757M (+23.3%) Shares 290,788 (+15.5%) Est. Cost $13.52 Unrealized —

DKL Delek Logistics Partners LP 2.0%

Value $3.177M (+19.2%) Shares 61,632 (+15.1%) Est. Cost $43.81 Unrealized —

MSDL Morgan Stanley Direct Lending Fund 1.6%

Value $2.485M (+24.6%) Shares 164,369 (+15.1%) Est. Cost $16.25 Unrealized —

NLY Annaly Capital Management, Inc. 1.7%

Value $2.709M (+21.6%) Shares 121,170 (+15.0%) Est. Cost $19.09 Unrealized —

ABR Arbor Realty Trust Inc. 1.2%

Value $1.936M (-19.5%) Shares 357,270 (+14.5%) Est. Cost $7.46 Unrealized —

ARR ARMOUR Residential REIT Inc. 1.8%

Value $2.776M (+20.4%) Shares 159,100 (+15.1%) Est. Cost $17.66 Unrealized —

KRP KIMBELL ROYALTY PARTNERS LP 2.1%

Value $3.202M (+15.6%) Shares 220,399 (+15.2%) Est. Cost $14.91 Unrealized —

BBDC Barings BDC Inc. 1.7%

Value $2.627M (+19.1%) Shares 308,352 (+15.1%) Est. Cost $8.66 Unrealized —

PAA Plains All American Pipeline LP 2.1%

Value $3.247M (+14.8%) Shares 145,878 (+15.2%) Est. Cost $18.53 Unrealized —

DX Dynex Capital Inc 1.7%

Value $2.628M (+18.2%) Shares 200,477 (+15.1%) Est. Cost $13.89 Unrealized —

— NUVEEN FLOAT RATE INC FD 1.8%

Value $2.734M (+17.4%) Shares 356,400 (+15.1%) Est. Cost $8.29 Unrealized —

GBDC GOLUB CAP BDC INC COM 1.7%

Value $2.655M (+17.1%) Shares 206,101 (+15.1%) Est. Cost $11.85 Unrealized —

— BLACKROCK DEBT STRATEGIES FD 1.7%

Value $2.641M (+16.4%) Shares 272,252 (+15.1%) Est. Cost $10.13 Unrealized —

— Pimco High Income Fund 1.7%

Value $2.707M (+15.8%) Shares 580,836 (+15.1%) Est. Cost $4.83 Unrealized —

— Western Asset Global High Income Fund Inc. 1.7%

Value $2.624M (+16.2%) Shares 440,198 (+15.1%) Est. Cost $6.35 Unrealized —

MPLX MPLX LP 1.9%

Value $2.93M (+13.5%) Shares 52,023 (+15.0%) Est. Cost $40.39 Unrealized —

— Western Asset High Income Fund II Inc. 1.7%

Value $2.714M (+14.5%) Shares 685,465 (+15.1%) Est. Cost $4.13 Unrealized —

— Blackrock Floating Rate Income Strategies Fund Incorporated 1.7%

Value $2.607M (+14.7%) Shares 237,235 (+15.1%) Est. Cost $11.68 Unrealized —

ORC Orchid Island Capital Inc. 1.7%

Value $2.672M (+14.1%) Shares 383,326 (+15.1%) Est. Cost $7.17 Unrealized —

— Franklin Limited Duration Income Trust 1.7%

Value $2.619M (+14.3%) Shares 452,287 (+15.1%) Est. Cost $6.48 Unrealized —

EPD Enterprise Products Partners L 1.9%

Value $2.975M (+11.9%) Shares 80,921 (+15.2%) Est. Cost $28.23 Unrealized —

FSK FS KKR CAPITAL CORP 1.3%

Value $1.985M (+18.7%) Shares 189,067 (+15.1%) Est. Cost $13.90 Unrealized —

— PIMCO Income Strategy Fund 1.7%

Value $2.643M (+13.3%) Shares 335,388 (+15.1%) Est. Cost $8.36 Unrealized —

NCDL Nuveen Churchill Direct Lending Corp 1.6%

Value $2.506M (+12.3%) Shares 201,777 (+15.1%) Est. Cost $14.38 Unrealized —

PMT PennyMac Mortgage Investment Trust 1.6%

Value $2.504M (+11.3%) Shares 222,004 (+15.1%) Est. Cost $12.50 Unrealized —

— Neuberger High Yield Strategies Fund Inc. 1.6%

Value $2.452M (+10.8%) Shares 392,922 (+15.1%) Est. Cost $7.28 Unrealized —

DMLP Dorchester Minerals 2.1%

Value $3.193M (+7.2%) Shares 126,444 (+15.1%) Est. Cost $27.72 Unrealized —

STWD Starwood Property Trust Inc. 1.6%

Value $2.457M (+9.4%) Shares 150,012 (+15.1%) Est. Cost $17.80 Unrealized —

BSX BOSTON SCIENTIFIC CP 0.4%

Value $647K (-24.2%) Shares 15,164 (+11.5%) Est. Cost $73.31 Unrealized —

BSM Black Stone Minerals LP 1.9%

Value $2.881M (+6.3%) Shares 206,254 (+15.1%) Est. Cost $15.18 Unrealized —

PFLT Pennantpark Floating Rate Capital Ltd. 1.5%

Value $2.262M (+7.0%) Shares 302,342 (+15.1%) Est. Cost $9.25 Unrealized —

NMFC NEW MTN FIN CORP COM 1.4%

Value $2.175M (+6.3%) Shares 303,327 (+15.1%) Est. Cost $9.13 Unrealized —

PSEC Prospect Capital Corp. 1.6%

Value $2.528M (+1.8%) Shares 1,094,360 (+15.1%) Est. Cost $2.51 Unrealized —

UAN CVR Partners LP and CVR Nitrogen Finance Corporation 1.9%

Value $3.029M (+1.3%) Shares 27,172 (+15.1%) Est. Cost $103.68 Unrealized —

ARLP Alliance Resource Partners, L.P. 1.8%

Value $2.869M (-0.2%) Shares 119,645 (+15.0%) Est. Cost $25.95 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	BlackRock Enhanced Large Cap Core Fund Inc	120,550 (+15.1%)	$3.152M (+43.1%)	2.0%	$23.73	—	CII	09256A109
EFC	Ellington Financial Inc	202,956 (+15.1%)	$2.762M (+32.2%)	1.8%	$12.48	—	EFC	28852N109
TWO	Two Harbors Investment Corp.	264,265 (+15.1%)	$3.28M (+25.0%)	2.1%	$11.77	—	TWO	90187B804
CSWC	Capital Southwest Corporation	126,444 (+15.1%)	$3.006M (+23.6%)	1.9%	$20.88	—	CSWC	140501107
AGNC	Agnc Investment Corp	257,910 (+15.1%)	$2.811M (+25.0%)	1.8%	$9.49	—	AGNC	00123Q104
WES	Western Midstream Partners LP	70,436 (+15.1%)	$3.082M (+22.3%)	2.0%	$40.06	—	WES	958669103
GSBD	Goldman Sachs BDC Inc	290,788 (+15.5%)	$2.757M (+23.3%)	1.8%	$13.52	—	GSBD	38147U107
DKL	Delek Logistics Partners LP	61,632 (+15.1%)	$3.177M (+19.2%)	2.0%	$43.81	—	DKL	24664T103
MSDL	Morgan Stanley Direct Lending Fund	164,369 (+15.1%)	$2.485M (+24.6%)	1.6%	$16.25	—	MSDL	61774A103
NLY	Annaly Capital Management, Inc.	121,170 (+15.0%)	$2.709M (+21.6%)	1.7%	$19.09	—	NLY	035710839
ABR	Arbor Realty Trust Inc.	357,270 (+14.5%)	$1.936M (-19.5%)	1.2%	$7.46	—	ABR	038923108
ARR	ARMOUR Residential REIT Inc.	159,100 (+15.1%)	$2.776M (+20.4%)	1.8%	$17.66	—	ARR	042315705
KRP	KIMBELL ROYALTY PARTNERS LP	220,399 (+15.2%)	$3.202M (+15.6%)	2.1%	$14.91	—	KRP	49435R102
BBDC	Barings BDC Inc.	308,352 (+15.1%)	$2.627M (+19.1%)	1.7%	$8.66	—	BBDC	06759L103
PAA	Plains All American Pipeline LP	145,878 (+15.2%)	$3.247M (+14.8%)	2.1%	$18.53	—	PAA	726503105
DX	Dynex Capital Inc	200,477 (+15.1%)	$2.628M (+18.2%)	1.7%	$13.89	—	DX	26817Q886
—	NUVEEN FLOAT RATE INC FD	356,400 (+15.1%)	$2.734M (+17.4%)	1.8%	$8.29	—	JFR	67072T108
GBDC	GOLUB CAP BDC INC COM	206,101 (+15.1%)	$2.655M (+17.1%)	1.7%	$11.85	—	GBDC	38173M102
—	BLACKROCK DEBT STRATEGIES FD	272,252 (+15.1%)	$2.641M (+16.4%)	1.7%	$10.13	—	DSU	09255R202
—	Pimco High Income Fund	580,836 (+15.1%)	$2.707M (+15.8%)	1.7%	$4.83	—	PHK	722014107
—	Western Asset Global High Income Fund Inc.	440,198 (+15.1%)	$2.624M (+16.2%)	1.7%	$6.35	—	EHI	95766B109
MPLX	MPLX LP	52,023 (+15.0%)	$2.93M (+13.5%)	1.9%	$40.39	—	MPLX	55336V100
—	Western Asset High Income Fund II Inc.	685,465 (+15.1%)	$2.714M (+14.5%)	1.7%	$4.13	—	HIX	95766J102
—	Blackrock Floating Rate Income Strategies Fund Incorporated	237,235 (+15.1%)	$2.607M (+14.7%)	1.7%	$11.68	—	FRA	09255X100
ORC	Orchid Island Capital Inc.	383,326 (+15.1%)	$2.672M (+14.1%)	1.7%	$7.17	—	ORC	68571X301
—	Franklin Limited Duration Income Trust	452,287 (+15.1%)	$2.619M (+14.3%)	1.7%	$6.48	—	FTF	35472T101
EPD	Enterprise Products Partners L	80,921 (+15.2%)	$2.975M (+11.9%)	1.9%	$28.23	—	EPD	293792107
FSK	FS KKR CAPITAL CORP	189,067 (+15.1%)	$1.985M (+18.7%)	1.3%	$13.90	—	FSK	302635206
—	PIMCO Income Strategy Fund	335,388 (+15.1%)	$2.643M (+13.3%)	1.7%	$8.36	—	PFL	72201H108
NCDL	Nuveen Churchill Direct Lending Corp	201,777 (+15.1%)	$2.506M (+12.3%)	1.6%	$14.38	—	NCDL	67090S108
PMT	PennyMac Mortgage Investment Trust	222,004 (+15.1%)	$2.504M (+11.3%)	1.6%	$12.50	—	PMT	70931T103
—	Neuberger High Yield Strategies Fund Inc.	392,922 (+15.1%)	$2.452M (+10.8%)	1.6%	$7.28	—	NHS	64128C106
DMLP	Dorchester Minerals	126,444 (+15.1%)	$3.193M (+7.2%)	2.1%	$27.72	—	DMLP	25820R105
STWD	Starwood Property Trust Inc.	150,012 (+15.1%)	$2.457M (+9.4%)	1.6%	$17.80	—	STWD	85571B105
BSX	BOSTON SCIENTIFIC CP	15,164 (+11.5%)	$647K (-24.2%)	0.4%	$73.31	—	BSX	101137107
BSM	Black Stone Minerals LP	206,254 (+15.1%)	$2.881M (+6.3%)	1.9%	$15.18	—	BSM	09225M101
PFLT	Pennantpark Floating Rate Capital Ltd.	302,342 (+15.1%)	$2.262M (+7.0%)	1.5%	$9.25	—	PFLT	70806A106
NMFC	NEW MTN FIN CORP COM	303,327 (+15.1%)	$2.175M (+6.3%)	1.4%	$9.13	—	NMFC	647551100
PSEC	Prospect Capital Corp.	1,094,360 (+15.1%)	$2.528M (+1.8%)	1.6%	$2.51	—	PSEC	74348T102
UAN	CVR Partners LP and CVR Nitrogen Finance Corporation	27,172 (+15.1%)	$3.029M (+1.3%)	1.9%	$103.68	—	UAN	126633205
ARLP	Alliance Resource Partners, L.P.	119,645 (+15.0%)	$2.869M (-0.2%)	1.8%	$25.95	—	ARLP	01877R108

Exited Positions (13)

SNPS SYNOPSYS INC 0.6%

Value $879K Shares 2,216 Est. Cost $462.74 Unrealized —

EXPE EXPEDIA GROUP, INC. 0.4%

Value $574K Shares 2,487 Est. Cost $126.27 Unrealized —

RDDT REDDIT INC-CL A 0.3%

Value $457K Shares 3,396 Est. Cost $128.50 Unrealized —

OKTA OKTA, INC. CL A CM 0.3%

Value $407K Shares 5,171 Est. Cost $92.96 Unrealized —

AFRM AFFIRM HOLDINGS INC 0.2%

Value $387K Shares 8,442 Est. Cost $56.49 Unrealized —

PINS PINTEREST INC 0.2%

Value $379K Shares 20,681 Est. Cost $29.17 Unrealized —

DT DYNATRACE INC 0.2%

Value $372K Shares 10,046 Est. Cost $49.59 Unrealized —

HUBS HUBSPOT INC 0.2%

Value $369K Shares 1,510 Est. Cost $503.26 Unrealized —

DOCU DOCUSIGN INC 0.2%

Value $353K Shares 7,455 Est. Cost $77.22 Unrealized —

TTD TRADE DESK INC/THE -CLASS A 0.2%

Value $332K Shares 14,634 Est. Cost $67.75 Unrealized —

GEN GEN DIGITAL INC. CMN 0.2%

Value $326K Shares 17,323 Est. Cost $26.85 Unrealized —

NTNX NUTANIX INC - A 0.2%

Value $325K Shares 8,561 Est. Cost $69.78 Unrealized —

BSY BENTLEY SYSTEMS, INC 0.2%

Value $296K Shares 8,435 Est. Cost $45.52 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNPS	SYNOPSYS INC	2,216	$879K	0.6%	$462.74	—	—	871607107
EXPE	EXPEDIA GROUP, INC.	2,487	$574K	0.4%	$126.27	—	—	30212P303
RDDT	REDDIT INC-CL A	3,396	$457K	0.3%	$128.50	—	—	75734B100
OKTA	OKTA, INC. CL A CM	5,171	$407K	0.3%	$92.96	—	—	679295105
AFRM	AFFIRM HOLDINGS INC	8,442	$387K	0.2%	$56.49	—	—	00827B106
PINS	PINTEREST INC	20,681	$379K	0.2%	$29.17	—	—	72352L106
DT	DYNATRACE INC	10,046	$372K	0.2%	$49.59	—	—	268150109
HUBS	HUBSPOT INC	1,510	$369K	0.2%	$503.26	—	—	443573100
DOCU	DOCUSIGN INC	7,455	$353K	0.2%	$77.22	—	—	256163106
TTD	TRADE DESK INC/THE -CLASS A	14,634	$332K	0.2%	$67.75	—	—	88339J105
GEN	GEN DIGITAL INC. CMN	17,323	$326K	0.2%	$26.85	—	—	668771108
NTNX	NUTANIX INC - A	8,561	$325K	0.2%	$69.78	—	—	67059N108
BSY	BENTLEY SYSTEMS, INC	8,435	$296K	0.2%	$45.52	—	—	08265T208

Decreased Positions (36)

PLTR PALANTIR TECHNOLOGIE 0.8%

Value $1.207M (-33.6%) Shares 10,343 (-16.7%) Est. Cost $25.13 Unrealized —

LLY ELI LILLY & CO 1.8%

Value $2.813M (+18.4%) Shares 2,345 (-9.2%) Est. Cost $816.33 Unrealized —

CRM SALESFORCE.COM INC 0.6%

Value $872K (-31.8%) Shares 5,563 (-18.8%) Est. Cost $242.92 Unrealized —

MSFT MICROSOFT CORP 2.6%

Value $4.023M (-8.0%) Shares 10,785 (-8.7%) Est. Cost $333.12 Unrealized —

PANW PALO ALTO NETWORKS INC 1.0%

Value $1.572M (+26.8%) Shares 4,609 (-40.4%) Est. Cost $158.11 Unrealized —

GOOGL ALPHABET INC-CL A 2.5%

Value $3.848M (+7.9%) Shares 10,767 (-13.1%) Est. Cost $118.63 Unrealized —

ADBE ADOBE INC 0.4%

Value $694K (-28.2%) Shares 3,385 (-14.9%) Est. Cost $501.67 Unrealized —

NOW SERVICENOW INC 0.5%

Value $778K (-25.2%) Shares 7,838 (-21.3%) Est. Cost $160.52 Unrealized —

INSM INSMED INCORPORATED 0.3%

Value $399K (-37.3%) Shares 3,746 (-3.8%) Est. Cost $182.48 Unrealized —

ADSK AUTODESK INC 0.3%

Value $506K (-31.2%) Shares 2,604 (-15.3%) Est. Cost $221.96 Unrealized —

ISRG INTUITIVE SURG, INC. 0.6%

Value $987K (-18.4%) Shares 2,483 (-5.4%) Est. Cost $322.15 Unrealized —

WDAY WORKDAY INC 0.2%

Value $368K (-33.9%) Shares 3,003 (-29.9%) Est. Cost $227.87 Unrealized —

CRWD CROWDSTRIKE HOLDINGS INC 0.8%

Value $1.223M (+17.8%) Shares 1,602 (-39.8%) Est. Cost $215.33 Unrealized —

VRSN VERISIGN INC 0.2%

Value $354K (-30.4%) Shares 1,409 (-31.3%) Est. Cost $198.77 Unrealized —

DDOG DATADOG INC 0.5%

Value $794K (+22.0%) Shares 3,051 (-44.7%) Est. Cost $105.86 Unrealized —

PTC PTC INC 0.2%

Value $247K (-36.4%) Shares 2,174 (-20.2%) Est. Cost $156.81 Unrealized —

FTNT FORTINET INC 0.6%

Value $874K (+17.7%) Shares 5,692 (-37.4%) Est. Cost $69.77 Unrealized —

SNOW SNOWFLAKE INC-CLASS A 0.6%

Value $861K (+17.4%) Shares 3,385 (-30.4%) Est. Cost $150.12 Unrealized —

AXON AXON ENTERPRISE, INC 0.4%

Value $649K (+20.8%) Shares 1,158 (-8.5%) Est. Cost $620.52 Unrealized —

RMD RESMED INC 0.3%

Value $452K (-19.3%) Shares 2,320 (-7.1%) Est. Cost $240.47 Unrealized —

MSI MOTOROLA SOLUTIONS 0.5%

Value $704K (-13.1%) Shares 1,695 (-9.2%) Est. Cost $400.79 Unrealized —

ALNY ALNYLAM PHARMACEUTICALS INC 0.3%

Value $488K (-16.0%) Shares 1,620 (-7.7%) Est. Cost $204.12 Unrealized —

VEEV VEEVA SYSTEMS INC 0.3%

Value $483K (-14.5%) Shares 2,723 (-15.4%) Est. Cost $214.69 Unrealized —

META META PLATFORMS INC 1.8%

Value $2.821M (-2.6%) Shares 5,008 (-1.1%) Est. Cost $361.34 Unrealized —

NET CLOUDFLARE INC - CLASS A 0.5%

Value $770K (-8.4%) Shares 3,141 (-23.0%) Est. Cost $84.75 Unrealized —

SYK STRYKER CORP 0.6%

Value $967K (-6.7%) Shares 3,070 (-2.6%) Est. Cost $371.15 Unrealized —

GRMN GARMIN LTD 0.4%

Value $547K (-11.1%) Shares 2,303 (-13.2%) Est. Cost $216.69 Unrealized —

ZS ZSCALER INC 0.2%

Value $366K (-15.7%) Shares 2,594 (-16.2%) Est. Cost $183.32 Unrealized —

EW EDWARDS LIFESCIENCES CORP 0.4%

Value $640K (-6.5%) Shares 7,074 (-17.2%) Est. Cost $80.26 Unrealized —

MDB MONGODB INC 0.3%

Value $468K (+9.3%) Shares 1,393 (-20.4%) Est. Cost $313.54 Unrealized —

FICO FAIR ISAAC CORP 0.3%

Value $430K (-6.7%) Shares 360 (-16.7%) Est. Cost $1843.29 Unrealized —

TWLO TWILIO INC - A 0.3%

Value $484K (+3.6%) Shares 2,344 (-36.8%) Est. Cost $106.85 Unrealized —

PSTG PURE STORAGE, INC. 0.3%

Value $399K (-4.0%) Shares 5,066 (-28.1%) Est. Cost $58.39 Unrealized —

VRTX VERTEX PHARMACEUTICALS INC 0.6%

Value $904K (-1.6%) Shares 1,820 (-11.6%) Est. Cost $327.83 Unrealized —

CDNS CADENCE DESIGN SYSTEMS INC 0.6%

Value $877K (+1.6%) Shares 2,338 (-24.8%) Est. Cost $256.32 Unrealized —

INCY INCYTE CORPORATION 0.3%

Value $450K (-1.8%) Shares 3,968 (-18.5%) Est. Cost $96.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIE	10,343 (-16.7%)	$1.207M (-33.6%)	0.8%	$25.13	—	PLTR	69608A108
LLY	ELI LILLY & CO	2,345 (-9.2%)	$2.813M (+18.4%)	1.8%	$816.33	—	LLY	532457108
CRM	SALESFORCE.COM INC	5,563 (-18.8%)	$872K (-31.8%)	0.6%	$242.92	—	CRM	79466L302
MSFT	MICROSOFT CORP	10,785 (-8.7%)	$4.023M (-8.0%)	2.6%	$333.12	—	MSFT	594918104
PANW	PALO ALTO NETWORKS INC	4,609 (-40.4%)	$1.572M (+26.8%)	1.0%	$158.11	—	PANW	697435105
GOOGL	ALPHABET INC-CL A	10,767 (-13.1%)	$3.848M (+7.9%)	2.5%	$118.63	—	GOOGL	02079K305
ADBE	ADOBE INC	3,385 (-14.9%)	$694K (-28.2%)	0.4%	$501.67	—	ADBE	00724F101
NOW	SERVICENOW INC	7,838 (-21.3%)	$778K (-25.2%)	0.5%	$160.52	—	NOW	81762P102
INSM	INSMED INCORPORATED	3,746 (-3.8%)	$399K (-37.3%)	0.3%	$182.48	—	INSM	457669307
ADSK	AUTODESK INC	2,604 (-15.3%)	$506K (-31.2%)	0.3%	$221.96	—	ADSK	052769106
ISRG	INTUITIVE SURG, INC.	2,483 (-5.4%)	$987K (-18.4%)	0.6%	$322.15	—	ISRG	46120E602
WDAY	WORKDAY INC	3,003 (-29.9%)	$368K (-33.9%)	0.2%	$227.87	—	WDAY	98138H101
CRWD	CROWDSTRIKE HOLDINGS INC	1,602 (-39.8%)	$1.223M (+17.8%)	0.8%	$215.33	—	CRWD	22788C105
VRSN	VERISIGN INC	1,409 (-31.3%)	$354K (-30.4%)	0.2%	$198.77	—	VRSN	92343E102
DDOG	DATADOG INC	3,051 (-44.7%)	$794K (+22.0%)	0.5%	$105.86	—	DDOG	23804L103
PTC	PTC INC	2,174 (-20.2%)	$247K (-36.4%)	0.2%	$156.81	—	PTC	69370C100
FTNT	FORTINET INC	5,692 (-37.4%)	$874K (+17.7%)	0.6%	$69.77	—	FTNT	34959E109
SNOW	SNOWFLAKE INC-CLASS A	3,385 (-30.4%)	$861K (+17.4%)	0.6%	$150.12	—	SNOW	833445109
AXON	AXON ENTERPRISE, INC	1,158 (-8.5%)	$649K (+20.8%)	0.4%	$620.52	—	AXON	05464C101
RMD	RESMED INC	2,320 (-7.1%)	$452K (-19.3%)	0.3%	$240.47	—	RMD	761152107
MSI	MOTOROLA SOLUTIONS	1,695 (-9.2%)	$704K (-13.1%)	0.5%	$400.79	—	MSI	620076307
ALNY	ALNYLAM PHARMACEUTICALS INC	1,620 (-7.7%)	$488K (-16.0%)	0.3%	$204.12	—	ALNY	02043Q107
VEEV	VEEVA SYSTEMS INC	2,723 (-15.4%)	$483K (-14.5%)	0.3%	$214.69	—	VEEV	922475108
META	META PLATFORMS INC	5,008 (-1.1%)	$2.821M (-2.6%)	1.8%	$361.34	—	META	30303M102
NET	CLOUDFLARE INC - CLASS A	3,141 (-23.0%)	$770K (-8.4%)	0.5%	$84.75	—	NET	18915M107
SYK	STRYKER CORP	3,070 (-2.6%)	$967K (-6.7%)	0.6%	$371.15	—	SYK	863667101
GRMN	GARMIN LTD	2,303 (-13.2%)	$547K (-11.1%)	0.4%	$216.69	—	GRMN	H2906T109
ZS	ZSCALER INC	2,594 (-16.2%)	$366K (-15.7%)	0.2%	$183.32	—	ZS	98980G102
EW	EDWARDS LIFESCIENCES CORP	7,074 (-17.2%)	$640K (-6.5%)	0.4%	$80.26	—	EW	28176E108
MDB	MONGODB INC	1,393 (-20.4%)	$468K (+9.3%)	0.3%	$313.54	—	MDB	60937P106
FICO	FAIR ISAAC CORP	360 (-16.7%)	$430K (-6.7%)	0.3%	$1843.29	—	FICO	303250104
TWLO	TWILIO INC - A	2,344 (-36.8%)	$484K (+3.6%)	0.3%	$106.85	—	TWLO	90138F102
PSTG	PURE STORAGE, INC.	5,066 (-28.1%)	$399K (-4.0%)	0.3%	$58.39	—	P	74624M102
VRTX	VERTEX PHARMACEUTICALS INC	1,820 (-11.6%)	$904K (-1.6%)	0.6%	$327.83	—	VRTX	92532F100
CDNS	CADENCE DESIGN SYSTEMS INC	2,338 (-24.8%)	$877K (+1.6%)	0.6%	$256.32	—	CDNS	127387108
INCY	INCYTE CORPORATION	3,968 (-18.5%)	$450K (-1.8%)	0.3%	$96.76	—	INCY	45337C102