MICROSOFT CORP MSFT
— 1.09% $0 0 $3.2M 20,067 -20,067 Exit NVIDIA CORPORATION NVDA
— 0.89% $0 0 $2.6M 11,038 -11,038 Exit ELI LILLY & CO LLY
— 0.67% $0 0 $2.0M 14,906 -14,906 Exit MICRON TECHNOLOGY INC MU
— 1.84% $0 0 $5.4M 99,503 -99,503 Exit SALESFORCE INC CRM
— 1.03% $0 0 $3.0M 18,327 -18,327 Exit ABBVIE INC ABBV
— 0.21% $0 0 $600,000 6,774 -6,774 Exit ORACLE CORP ORCL
— 0.4% $0 0 $1.2M 22,032 -22,032 Exit APPLIED MATLS INC AMAT
— 0.34% $0 0 $980,000 16,055 -16,055 Exit HOME DEPOT INC HD
— 0.68% $0 0 $2.0M 9,104 -9,104 Exit PROCTER & GAMBLE CO PG
— 0.12% $0 0 $343,000 2,749 -2,749 Exit AMPHENOL CORP APH
— 0.11% $0 0 $325,000 3,002 -3,002 Exit WELLS FARGO CO NEW WFC
— 1.54% $0 0 $4.5M 83,348 -83,348 Exit Q QUALCOMM INC QCOM
— 0.36% $0 0 $1.1M 11,966 -11,966 Exit UBER TECHNOLOGIES INC UBER
— 0.12% $0 0 $343,000 11,528 -11,528 Exit GE AEROSPACE GE
— 0.81% $0 0 $2.3M 210,499 -210,499 Exit TJX COS INC NEW TJX
— 0.74% $0 0 $2.2M 35,369 -35,369 Exit GOLDMAN SACHS GROUP INC GS
— 1.65% $0 0 $4.8M 20,915 -20,915 Exit KLA CORP KLAC
— 0.1% $0 0 $285,000 1,599 -1,599 Exit AMERICAN EXPRESS CO AXP
— 0.4% $0 0 $1.2M 9,243 -9,243 Exit CATERPILLAR INC CAT
— 0.59% $0 0 $1.7M 11,568 -11,568 Exit ANALOG DEVICES INC COM ADI
— 0.62% $0 0 $1.8M 15,219 -15,219 Exit BOSTON SCIENTIFIC CORP COM BSX
— 0.67% $0 0 $1.9M 43,059 -43,059 Exit VERIZON COMMUNICATIONS INC VZ
— 0.68% $0 0 $2.0M 32,263 -32,263 Exit N NEXTERA ENERGY INC NEE
— 0.14% $0 0 $405,000 1,672 -1,672 Exit ARISTA NETWORKS INC ANET
— 0.07% $0 0 $214,000 1,053 -1,053 Exit PALO ALTO PANW
— 0.67% $0 0 $1.9M 8,388 -8,388 Exit BRISTOL-MYERS SQUIBB CO BMY
— 0.16% $0 0 $469,000 7,307 -7,307 Exit PFIZER INC PFE
— 0.69% $0 0 $2.0M 50,998 -50,998 Exit CROWDSTRIKE HLDGS INC CRWD
— 0.38% $0 0 $1.1M 22,141 -22,141 Exit PARKER-HANNIFIN CORP PH
— 0.29% $0 0 $856,000 4,161 -4,161 Exit CME GROUP INC CME
— 0.5% $0 0 $1.5M 7,256 -7,256 Exit I INTERNATIONAL BUSINESS MACHS IBM
— 1.25% $0 0 $3.6M 27,152 -27,152 Exit SCHWAB CHARLES CORP SCHW
— 2.11% $0 0 $6.1M 129,269 -129,269 Exit STRYKER CORPORATION SYK
— 0.5% $0 0 $1.5M 6,935 -6,935 Exit MARVELL TECHNOLOGY INC MRVL
— 0.11% $0 0 $318,000 11,983 -11,983 Exit INTERCONTINENTAL EXCHANGE INC COM ICE
— 0.83% $0 0 $2.4M 25,986 -25,986 Exit LOWES COS INC COM LOW
— 0.65% $0 0 $1.9M 15,768 -15,768 Exit SYNOPSYS INC SNPS
— 1.1% $0 0 $3.2M 22,937 -22,937 Exit COLGATE PALMOLIVE CO CL
— 0.7% $0 0 $2.0M 29,378 -29,378 Exit B BANK NEW YORK MELLON CORP BNY
— 0.66% $0 0 $1.9M 38,297 -38,297 Exit CADENCE DESIGN SYSTEM INC COM CDNS
— 0.22% $0 0 $644,000 4,668 -4,668 Exit STARBUCKS CORP SBUX
— 0.36% $0 0 $1.0M 11,881 -11,881 Exit P PROLOGIS INC. COM PLD
— 0.92% $0 0 $2.7M 30,070 -30,070 Exit FREEPORT MCMORAN INC FCX
— 0.61% $0 0 $1.8M 134,473 -134,473 Exit PHILIP MORRIS INTL INC PM
— 0.66% $0 0 $1.9M 22,454 -22,454 Exit CUMMINS INC CMI
— 0.9% $0 0 $2.6M 14,639 -14,639 Exit US BANCORP USB
— 1.36% $0 0 $4.0M 66,763 -66,763 Exit T TERADYNE INC TER
— 0.09% $0 0 $250,000 3,672 -3,672 Exit MOODYS CORP MCO
— 0.47% $0 0 $1.4M 5,738 -5,738 Exit TARGET CORP COM TGT
— 0.44% $0 0 $1.3M 9,935 -9,935 Exit 
