MICROSOFT CORP MSFT
9.89% 9.94% $75.0M 199,000 $74.8M 199,000 0 0.00% Unchanged ALPHABET INC GOOGL
7.61% 7.63% $57.7M 411,577 $57.5M 411,577 0 0.00% Unchanged PALO ALTO PANW
7.29% 7.3% $55.2M 186,500 $55.0M 186,500 0 0.00% Unchanged AMAZON COM INC AMZN
6.24% 6.21% $47.3M 308,000 $46.8M 308,000 0 0.00% Unchanged SALESFORCE INC CRM
6.16% 6.15% $46.7M 175,900 $46.3M 175,900 0 0.00% Unchanged ADOBE INC COM ADBE
5.9% 5.9% $44.7M 74,527 $44.5M 74,527 0 0.00% Unchanged APPLE INC AAPL
5.23% 5.24% $39.7M 205,000 $39.5M 205,000 0 0.00% Unchanged MICROCHIP TECHNOLOGY MCHP
5% 4.99% $37.9M 416,600 $37.6M 416,600 0 0.00% Unchanged INTUIT INTU
4.99% 4.98% $37.8M 60,000 $37.5M 60,000 0 0.00% Unchanged MASTERCARD INCORPORATED MA
4.86% 4.88% $36.8M 86,177 $36.8M 86,177 0 0.00% Unchanged I INTERNATIONAL BUSINESS MACHS IBM
4.76% 4.78% $36.0M 220,000 $36.0M 220,000 0 0.00% Unchanged VEEVA SYS INC VEEV
4.4% 4.35% $33.3M 170,287 $32.8M 170,287 0 0.00% Unchanged AUTODESK INC ADSK
3.86% 3.86% $29.3M 119,345 $29.1M 119,345 0 0.00% Unchanged ORACLE CORP ORCL
3.64% 3.64% $27.5M 260,000 $27.4M 260,000 0 0.00% Unchanged A AMDOCS LTD SHS DOX
3.26% 3.27% $24.7M 280,000 $24.6M 280,000 0 0.00% Unchanged ADVANCED MICRO DEVICES INC AMD
3.14% 3.1% $23.8M 158,166 $23.3M 158,166 0 0.00% Unchanged FORTINET INC FTNT
3.03% 3.02% $23.0M 388,067 $22.7M 388,067 0 0.00% Unchanged ELECTRONIC ARTS INC EA
2.95% 2.96% $22.4M 163,200 $22.3M 163,200 0 0.00% Unchanged COGNIZANT TECHNOLOGY SOLUTIONS CL A CTSH
2.44% 2.45% $18.5M 244,000 $18.4M 244,000 0 0.00% Unchanged NVIDIA CORPORATION NVDA
2.02% 2.02% $15.3M 30,663 $15.2M 30,663 0 0.00% Unchanged FIRST SOLAR INC COM FSLR
1.5% 1.5% $11.4M 65,400 $11.3M 65,400 0 0.00% Unchanged C CYBERARK SOFTWARE LTD CYBR
0.4% 0.4% $3.1M 13,850 $3.0M 13,850 0 0.00% Unchanged Q QUALYS INC QLYS
0.39% 0.39% $3.0M 15,008 $2.9M 15,008 0 0.00% Unchanged S SPS COMM INC SPSC
0.32% 0.32% $2.4M 12,442 $2.4M 12,442 0 0.00% Unchanged Varonis Systems, Inc. VRNS
0.21% 0.21% $1.6M 35,500 $1.6M 35,500 0 0.00% Unchanged V VERINT SYS INC COM VTY
0.16% 0.16% $1.2M 44,200 $1.2M 44,200 0 0.00% Unchanged O Omnicell Inc. OMCL
0.14% 0.14% $1.1M 28,000 $1.1M 28,000 0 0.00% Unchanged KLA CORP KLAC
0.04% 0.04% $278,000 475 $276,118 475 0 0.00% Unchanged MOODYS CORP MCO
0.04% 0.04% $277,000 708 $276,516 708 0 0.00% Unchanged NORFOLK SOUTHN CORP COM NSC
0.03% 0.03% $259,000 1,095 $258,836 1,095 0 0.00% Unchanged UNION PAC CORP UNP
0.03% 0.03% $253,000 1,031 $253,234 1,031 0 0.00% Unchanged CSX CORP CSX
0.03% 0.03% $250,000 7,200 $249,624 7,200 0 0.00% Unchanged COPART INC COM CPRT
0.03% 0.03% $244,000 4,979 $243,971 4,979 0 0.00% Unchanged 
