 NVIDIA CORPORATIONNVDA |
| 10.46% | 9.99% | $93.3M | 500,000 | $84.9M | 537,500 | -37,500-6.98% | Reduce |
 MICROSOFT CORPMSFT |
| 8.13% | 9% | $72.5M | 140,000 | $76.5M | 153,700 | -13,700-8.91% | Reduce |
 APPLE INCAAPL |
| 7.87% | 6.65% | $70.1M | 275,400 | $56.5M | 275,400 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 7.23% | 5.5% | $64.4M | 265,000 | $46.7M | 265,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 6.26% | 6.56% | $55.8M | 254,000 | $55.7M | 254,000 | 00.00% | Unchanged |
 NETFLIX INCNFLX |
| 3.43% | 4.02% | $30.6M | 25,500 | $34.1M | 25,500 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 3.12% | 3.97% | $27.8M | 62,150 | $33.8M | 62,150 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 2.89% | 3.39% | $25.8M | 28,000 | $28.8M | 28,000 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 2.77% | 2.87% | $24.7M | 43,450 | $24.4M | 43,450 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 2.67% | 2.51% | $23.8M | 116,300 | $21.3M | 116,300 | 00.00% | Unchanged |
 UNITED RENTALS INCURI |
| 2.48% | 2.06% | $22.1M | 23,200 | $17.5M | 23,200 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 2.48% | 1.36% | $22.1M | 67,000 | $11.6M | 42,000 | +25,000+59.52% | Add |
 ELI LILLY & COLLY |
| 2.31% | 2.48% | $20.6M | 27,000 | $21.0M | 27,000 | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 2.27% | 2.47% | $20.2M | 41,000 | $21.0M | 41,000 | 00.00% | Unchanged |
 STRYKER CORPORATIONSYK |
| 2.19% | 2.46% | $19.5M | 52,750 | $20.9M | 52,750 | 00.00% | Unchanged |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.07% | 1.9% | $18.4M | 52,500 | $16.2M | 52,500 | 00.00% | Unchanged |
 VISA INCV |
| 2.03% | 2.21% | $18.1M | 53,000 | $18.8M | 53,000 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.99% | 1.75% | $17.8M | 36,650 | $14.9M | 36,650 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 1.94% | 1.69% | $17.3M | 16,000 | $14.3M | 16,000 | 00.00% | Unchanged |
 SHERWIN WILLIAMS COSHW |
| 1.9% | 1.97% | $16.9M | 48,800 | $16.8M | 48,800 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 1.83% | 2.21% | $16.4M | 69,000 | $18.8M | 69,000 | 00.00% | Unchanged |
 S&P GLOBAL INCSPGI |
| 1.65% | 1.88% | $14.7M | 30,250 | $16.0M | 30,250 | 00.00% | Unchanged |
 BOOKING HOLDINGS INC COMBKNG |
| 1.6% | 1.81% | $14.3M | 2,650 | $15.3M | 2,650 | 00.00% | Unchanged |
 EDWARDS LIFESCIENCES CORPEW |
| 1.59% | 1.68% | $14.2M | 182,000 | $14.2M | 182,000 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 1.58% | 1.5% | $14.1M | 34,700 | $12.7M | 34,700 | 00.00% | Unchanged |
 DANAHER CORP DEL COMDHR |
| 1.49% | 1.56% | $13.3M | 67,000 | $13.2M | 67,000 | 00.00% | Unchanged |
 MSCI INCMSCI |
| 1.48% | 1.58% | $13.2M | 23,300 | $13.4M | 23,300 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 1.48% | 1.7% | $13.2M | 37,350 | $14.4M | 37,350 | 00.00% | Unchanged |
| FFASTENAL CO COMFAST |
| 1.27% | 1.14% | $11.3M | 230,000 | $9.7M | 230,000 | 00.00% | Unchanged |
 ACCENTURE PLC IRELANDACN |
| 1.26% | 1.6% | $11.2M | 45,550 | $13.6M | 45,550 | 00.00% | Unchanged |
 WALMART INCWMT |
| 1.08% | 1.08% | $9.6M | 93,500 | $9.1M | 93,500 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 1.04% | 0.97% | $9.3M | 37,000 | $8.2M | 37,000 | 00.00% | Unchanged |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 0.97% | 1.11% | $8.7M | 43,000 | $9.4M | 43,000 | 00.00% | Unchanged |
 MCDONALDS CORPMCD |
| 0.97% | 0.98% | $8.7M | 28,500 | $8.3M | 28,500 | 00.00% | Unchanged |
 LINDE PLCLIN |
| 0.92% | 0.96% | $8.2M | 17,300 | $8.1M | 17,300 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 0.92% | 0.94% | $8.2M | 34,700 | $8.0M | 34,700 | 00.00% | Unchanged |
 EQUINIX INCEQIX |
| 0.89% | 0.95% | $7.9M | 10,100 | $8.0M | 10,100 | 00.00% | Unchanged |
 QUANTA SVCS INCPWR |
| 0.79% | — | $7.0M | 17,000 | $0 | 0 | +17,000 | New Buy |
 DISNEY WALT CODIS |
| 0.7% | 0.8% | $6.2M | 54,500 | $6.8M | 54,500 | 00.00% | Unchanged |
