The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109 15,502,817 404,351 SH SOLE 404,351 0 0
908 DEVICES INC COM 65443P102 858,594 98,689 SH SOLE 98,689 0 0
A10 NETWORKS INC COM 002121101 5,934,374 158,843 SH SOLE 158,843 0 0
ABBVIE INC COM 00287Y109 941,889 3,743 SH SOLE 3,743 0 0
ABSCI CORPORATION COM 00091E109 5,546,047 478,520 SH SOLE 478,520 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7,293,802 58,613 SH SOLE 58,613 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1,657,334 77,265 SH SOLE 77,265 0 0
ADVANCED MICRO DEVICES INC COM 007903107 51,942,068 89,415 SH SOLE 89,415 0 0
AECOM COM 00766T100 1,260,588 18,060 SH SOLE 18,060 0 0
AEROVIRONMENT INC COM 008073108 6,709,105 40,644 SH SOLE 40,644 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,478,509 20,967 SH SOLE 20,967 0 0
ALAMAR BIOSCIENCES INC COMMON STOCK 010911105 941,161 34,742 SH SOLE 34,742 0 0
ALAMO GROUP INC COM 011311107 268,941 1,635 SH SOLE 1,635 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,416,857 14,762 SH SOLE 14,762 0 0
ALPHABET INC CAP STK CL C 02079K107 20,408,694 57,761 SH SOLE 57,761 0 0
ALPHABET INC CAP STK CL A 02079K305 29,910,082 83,695 SH SOLE 83,695 0 0
AMAZON COM INC COM 023135106 30,018,685 125,949 SH SOLE 125,949 0 0
AMCOR PLC COM NEW G0250X149 752,123 17,350 SH SOLE 17,350 0 0
AMERICAN EXPRESS CO COM 025816109 11,107,115 32,837 SH SOLE 32,837 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,022,149 6,249 SH SOLE 6,249 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,466,336 18,744 SH SOLE 18,744 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 2,460,321 156,509 SH SOLE 156,509 0 0
APPLE INC COM 037833100 23,662,703 81,776 SH SOLE 81,776 0 0
APPLIED MATLS INC COM 038222105 257,388 356 SH SOLE 356 0 0
ARCHER AVIATION INC COM CL A 03945R102 7,651,806 1,617,718 SH SOLE 1,617,718 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109 849,341 126,390 SH SOLE 126,390 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 986,972 208,222 SH SOLE 208,222 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 88,216 11,905 SH SOLE 11,905 0 0
ATAIBECKLEY INC COM SHS 04650F101 1,332,852 252,913 SH SOLE 252,913 0 0
AURORA INNOVATION INC CLASS A COM 051774107 4,896,010 717,890 SH SOLE 717,890 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,101,931 13,851 SH SOLE 13,851 0 0
AUTODESK INC COM 052769106 1,208,709 6,217 SH SOLE 6,217 0 0
BADGER METER INC COM 056525108 1,578,763 10,640 SH SOLE 10,640 0 0
BAIDU INC SPON ADR REP A 056752108 3,164,462 27,688 SH SOLE 27,688 0 0
BALCHEM CORP COM 057665200 1,556,536 9,213 SH SOLE 9,213 0 0
BALL CORP COM 058498106 1,953,869 31,312 SH SOLE 31,312 0 0
BEAM THERAPEUTICS INC COM 07373V105 15,648,341 455,954 SH SOLE 455,954 0 0
BECTON DICKINSON & CO COM 075887109 216,251 1,429 SH SOLE 1,429 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,324,591 6,644 SH SOLE 6,644 0 0
BEST BUY INC COM 086516101 1,897,911 25,012 SH SOLE 25,012 0 0
BIONTECH SE SPONSORED ADS 09075V102 733,234 7,880 SH SOLE 7,880 0 0
BITMINE IMMERSION TECNOLOGIE COM NEW 09175A206 2,957,056 222,168 SH SOLE 222,168 0 0
BLACKBERRY LTD COM 09228F103 4,208,857 332,716 SH SOLE 332,716 0 0
BLACKSTONE INC COM 09260D107 6,967,829 59,215 SH SOLE 59,215 0 0
BLOCK INC CL A 852234103 10,678,836 140,511 SH SOLE 140,511 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,992,470 138,710 SH SOLE 138,710 0 0
BROADCOM INC COM 11135F101 14,959,278 39,601 SH SOLE 39,601 0 0
BULLISH ORD SHS G16910120 4,610,954 196,797 SH SOLE 196,797 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 2,144,027 254,635 SH SOLE 254,635 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,294,917 26,617 SH SOLE 26,617 0 0
CAMECO CORP COM 13321L108 2,252,430 22,113 SH SOLE 22,113 0 0
CAREDX INC COM 14167L103 2,826,431 99,173 SH SOLE 99,173 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,504,115 20,506 SH SOLE 20,506 0 0
CENCORA INC COM 03073E105 478,519 1,691 SH SOLE 1,691 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 11,281,387 51,047 SH SOLE 51,047 0 0
CERUS CORP COM 157085101 2,174,401 744,658 SH SOLE 744,658 0 0
CHAGEE HLDGS LTD SPONSORED ADS 15743P104 1,719,870 143,084 SH SOLE 143,084 0 0
CHARGEPOINT HOLDINGS INC COM SHS 15961R303 61,446 10,397 SH SOLE 10,397 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 4,698,885 35,752 SH SOLE 35,752 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 7,749,586 123,736 SH SOLE 123,736 0 0
CISCO SYS INC COM 17275R102 18,056,656 153,726 SH SOLE 153,726 0 0
CLEAR SECURE INC COM CL A 18467V109 4,963,592 89,065 SH SOLE 89,065 0 0
CLOROX CO DEL COM 189054109 263,701 2,763 SH SOLE 2,763 0 0
CLOUDFLARE INC CL A COM 18915M107 13,236,290 53,964 SH SOLE 53,964 0 0
CNH INDL N V SHS N20944109 1,626,497 144,835 SH SOLE 144,835 0 0
COGNYTE SOFTWARE LTD ORD SHS M25133105 1,772,849 201,919 SH SOLE 201,919 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 10,048,808 68,738 SH SOLE 68,738 0 0
COMCAST CORP NEW CL A 20030N101 4,968,675 202,390 SH SOLE 202,390 0 0
COMMERCIAL METALS CO COM 201723103 1,119,272 17,837 SH SOLE 17,837 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 2,481,528 175,373 SH SOLE 175,373 0 0
COREWEAVE INC COM CL A 21873S108 17,719,812 178,017 SH SOLE 178,017 0 0
CORNING INC COM 219350105 4,649,848 18,204 SH SOLE 18,204 0 0
CRH PLC ORD G25508105 10,225,134 95,562 SH SOLE 95,562 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 20,833,789 381,991 SH SOLE 381,991 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 14,946,860 19,586 SH SOLE 19,586 0 0
CUMMINS INC COM COM 231021106 4,259,290 5,972 SH SOLE 5,972 0 0
DARLING INGREDIENTS INC COM 237266101 1,195,741 21,892 SH SOLE 21,892 0 0
DATADOG INC CL A COM 23804L103 8,823,600 33,890 SH SOLE 33,890 0 0
DAVITA INC COM 23918K108 1,023,408 4,600 SH SOLE 4,600 0 0
DEERE & CO COM 244199105 26,396,374 41,613 SH SOLE 41,613 0 0
DEL MONTE CORP ORD G36738105 1,043,136 37,375 SH SOLE 37,375 0 0
DIGITAL RLTY TR INC COM 253868103 1,367,681 7,616 SH SOLE 7,616 0 0
DOLE PLC ORD SHS G27907107 1,656,484 120,735 SH SOLE 120,735 0 0
DOORDASH INC CL A 25809K105 798,646 4,328 SH SOLE 4,328 0 0
EASTMAN CHEM CO COM 277432100 1,447,907 21,617 SH SOLE 21,617 0 0
EATON CORP PLC SHS G29183103 10,011,689 23,495 SH SOLE 23,495 0 0
ECOLAB INC COM 278865100 1,442,085 5,176 SH SOLE 5,176 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,021,717 10,108 SH SOLE 10,108 0 0
ENERGY RECOVERY INC COM 29270J100 169,351 18,775 SH SOLE 18,775 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109 85,600 18,174 SH SOLE 18,174 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 62,681 10,660 SH SOLE 10,660 0 0
EQUINIX INC COM 29444U700 1,568,797 1,505 SH SOLE 1,505 0 0
EVERPURE INC CL A 74624M102 5,861,424 74,393 SH SOLE 74,393 0 0
EVGO INC CL A COM 30052F100 88,034 46,091 SH SOLE 46,091 0 0
F5 NETWORK INC COM 315616102 3,081,016 7,407 SH SOLE 7,407 0 0
FACTSET RESH SYS INC COM 303075105 225,018 978 SH SOLE 978 0 0
FASTENAL CO COM 311900104 3,171,565 66,033 SH SOLE 66,033 0 0
FIGMA INC CLASS A COM STK 316841105 6,022,686 332,929 SH SOLE 332,929 0 0
FIRST SOLAR INC COM 336433107 1,196,553 5,071 SH SOLE 5,071 0 0
FMC CORP COM NEW 302491303 1,603,721 139,454 SH SOLE 139,454 0 0
FORTINET INC COM 34959E109 5,710,824 37,175 SH SOLE 37,175 0 0
GARMIN LTD SHS H2906T109 875,810 3,687 SH SOLE 3,687 0 0
GEN DIGITAL INC COM 668771108 4,942,109 198,558 SH SOLE 198,558 0 0
GENERAL DYNAMICS CORP COM 369550108 9,497,174 26,810 SH SOLE 26,810 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 4,545,728 66,216 SH SOLE 66,216 0 0
GENERAL MTRS CO COM 37045V100 682,929 8,860 SH SOLE 8,860 0 0
GENERATE BIOMEDICINES INC COM SHS 370920100 628,003 37,226 SH SOLE 37,226 0 0
GITLAB INC CLASS A COM 37637K108 4,574,524 149,837 SH SOLE 149,837 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,040,392 7,950 SH SOLE 7,950 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101 1,322,761 5,225 SH SOLE 5,225 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 1,266,978 4,131 SH SOLE 4,131 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 1,693,631 160,230 SH SOLE 160,230 0 0
GUARDANT HEALTH INC COM 40131M109 2,442,338 16,279 SH SOLE 16,279 0 0
H2O AMERICA COM 784305104 1,198,810 19,727 SH SOLE 19,727 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 1,338,517 34,277 SH SOLE 34,277 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 1,672,196 78,140 SH SOLE 78,140 0 0
HEICO CORP NEW COM 422806109 953,877 2,678 SH SOLE 2,678 0 0
HOME DEPOT INC COM 437076102 3,017,530 8,556 SH SOLE 8,556 0 0
HONEYWELL INTL INC COM 438516205 5,007,500 21,982 SH SOLE 21,982 0 0
HONEYWELL AEROSPACE INC COM 43849R105 4,840,217 21,982 SH SOLE 21,982 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107 57,899 11,113 SH SOLE 11,113 0 0
IDEX CORP COM 45167R104 1,361,473 5,999 SH SOLE 5,999 0 0
IDEXX LABS INC COM 45168D104 669,105 1,271 SH SOLE 1,271 0 0
ILLINOIS TOOL WKS INC COM 452308109 581,240 2,149 SH SOLE 2,149 0 0
ILLUMINA INC COM 452327109 8,883,635 50,524 SH SOLE 50,524 0 0
INGLES MKTS INC CL A 457030104 894,658 10,100 SH SOLE 10,100 0 0
INGREDION INC COM 457187102 240,374 2,538 SH SOLE 2,538 0 0
INTEL CORP COM 458140100 4,314,148 30,897 SH SOLE 30,897 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 13,162,880 777,948 SH SOLE 777,948 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,988,580 25,102 SH SOLE 25,102 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 9,349,108 33,246 SH SOLE 33,246 0 0
INTERNATIONAL PAPER CO COM 460146103 895,274 23,498 SH SOLE 23,498 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100 1,173,798 54,876 SH SOLE 54,876 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,390,620 8,526 SH SOLE 8,526 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,254,289 15,819 SH SOLE 15,819 0 0
IQVIA HLDGS INC COM 46266C105 370,789 1,919 SH SOLE 1,919 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 2,004,877 36,552 SH SOLE 36,552 0 0
ISHARES INC MSCI HONG KG ETF 464286871 278,090 13,293 SH SOLE 13,293 0 0
ISHARES TR JPMORGAN USD EMG 464288281 717,803 7,443 SH SOLE 7,443 0 0
ISHARES TR IBOXX HI YD ETF 464288513 896,144 11,206 SH SOLE 11,206 0 0
ISHARES TR MSCI CHINA ETF 46429B671 232,470 4,556 SH SOLE 4,556 0 0
ITRON INC COM 465741106 1,410,266 16,298 SH SOLE 16,298 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 399,799 6,553 SH SOLE 6,553 0 0
JBT MAREL CORP COM 477839104 1,908,490 13,162 SH SOLE 13,162 0 0
JOBY AVIATION INC COMMON STOCK G65163100 6,139,529 688,288 SH SOLE 688,288 0 0
JOHNSON & JOHNSON COM 478160104 18,559,112 73,076 SH SOLE 73,076 0 0
JPMORGAN CHASE & CO COM 46625H100 23,499,021 71,790 SH SOLE 71,790 0 0
KADANT INC COM 48282T104 1,071,210 3,409 SH SOLE 3,409 0 0
KIMBERLY-CLARK CORP COM 494368103 2,146,113 19,551 SH SOLE 19,551 0 0
KLA CORP COM NEW 482480100 349,984 1,160 SH SOLE 1,160 0 0
KODIAK AI INC. COM 500081104 2,333,396 459,330 SH SOLE 459,330 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 13,111,734 262,971 SH SOLE 262,971 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 2,791,698 9,607 SH SOLE 9,607 0 0
LAM RESEARCH CORP COM NEW 512807306 203,232 469 SH SOLE 469 0 0
LAMB WESTON HLDGS INC COM 513272104 1,836,704 42,536 SH SOLE 42,536 0 0
ELI LILLY & CO COM 532457108 4,671,780 3,895 SH SOLE 3,895 0 0
LINDE PLC SHS G54950103 10,310,819 19,869 SH SOLE 19,869 0 0
LINDSAY CORP COM 535555106 1,542,672 12,461 SH SOLE 12,461 0 0
LINEAGE INC COM 53566V106 2,143,816 49,568 SH SOLE 49,568 0 0
LOCKHEED MARTIN CORP COM 539830109 8,717,370 17,111 SH SOLE 17,111 0 0
LOWES COS INC COM 548661107 9,990,402 45,310 SH SOLE 45,310 0 0
M & T BK CORP COM 55261F104 325,122 1,366 SH SOLE 1,366 0 0
MARKEL CORP COM 570535104 3,745,873 1,918 SH SOLE 1,918 0 0
MASTERCARD INCORPORATED CL A 57636Q104 300,970 586 SH SOLE 586 0 0
MAXIMUS INC COM 577933104 638,669 11,880 SH SOLE 11,880 0 0
MCCORMICK & CO INC COM NON VTG 579780206 722,166 14,323 SH SOLE 14,323 0 0
MCDONALDS CORP COM 580135101 10,252,858 37,930 SH SOLE 37,930 0 0
MEDTRONIC PLC SHS G5960L103 9,862,378 126,069 SH SOLE 126,069 0 0
MERCK & CO INC COM 58933Y105 18,347,230 142,780 SH SOLE 142,780 0 0
META PLATFORMS INC CL A 30303M102 15,928,151 28,277 SH SOLE 28,277 0 0
METLIFE INC COM 59156R108 11,388,168 134,596 SH SOLE 134,596 0 0
MICROSOFT CORP COM 594918104 28,994,845 77,730 SH SOLE 77,730 0 0
MICROVAST HOLDINGS INC COM 59516C106 71,981 61,522 SH SOLE 61,522 0 0
MISSION PRODUCE INC COM 60510V108 2,000,515 169,679 SH SOLE 169,679 0 0
MITEK SYS INC COM NEW 606710200 2,821,763 140,177 SH SOLE 140,177 0 0
MONDELEZ INTL INC CL A 609207105 12,621,498 218,214 SH SOLE 218,214 0 0
NATERA INC COM 632307104 7,303,905 26,907 SH SOLE 26,907 0 0
NEOGEN CORP COM 640491106 1,178,796 131,123 SH SOLE 131,123 0 0
NETSCOUT SYS INC COM 64115T104 5,209,930 119,631 SH SOLE 119,631 0 0
NIKE INC CL B 654106103 4,834,869 117,780 SH SOLE 117,780 0 0
NURIX THERAPEUTICS INC COM 67080M103 2,180,610 89,885 SH SOLE 89,885 0 0
NVIDIA CORPORATION COM 67066G104 18,215,193 91,035 SH SOLE 91,035 0 0
NXP SEMICONDUCTORS N V COM N6596X109 13,296,653 47,314 SH SOLE 47,314 0 0
O-I GLASS INC COM 67098H104 1,656,842 172,050 SH SOLE 172,050 0 0
OKTA INC CL A 679295105 5,997,387 43,953 SH SOLE 43,953 0 0
OMNICOM GROUP INC COM 681919106 249,588 3,427 SH SOLE 3,427 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,050,907 11,116 SH SOLE 11,116 0 0
ONESPAN INC COM 68287N100 2,141,766 149,252 SH SOLE 149,252 0 0
ONTERRIS INC COM 615111101 1,167,754 57,781 SH SOLE 57,781 0 0
ORACLE CORP COM 68389X105 1,397,940 9,539 SH SOLE 9,539 0 0
ORMAT TECHNOLOGIES INC COM 686688102 2,309,007 21,203 SH SOLE 21,203 0 0
OWENS CORNING NEW COM 690742101 1,826,291 11,489 SH SOLE 11,489 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 2,846,837 1,694,546 SH SOLE 1,694,546 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 20,181,110 172,976 SH SOLE 172,976 0 0
PALO ALTO NETWORKS INC COM 697435105 6,086,866 17,849 SH SOLE 17,849 0 0
PAYCHEX INC COM 704326107 2,164,342 22,011 SH SOLE 22,011 0 0
PENTAIR PLC SHS G7S00T104 1,274,779 16,629 SH SOLE 16,629 0 0
PEPSICO INC COM 713448108 13,724,279 101,361 SH SOLE 101,361 0 0
PERSONALIS INC COM 71535D106 4,713,329 351,741 SH SOLE 351,741 0 0
PFIZER INC COM 717081103 1,605,390 66,669 SH SOLE 66,669 0 0
PLANET LABS PBC COM CL A 72703X106 1,367,275 41,270 SH SOLE 41,270 0 0
PLUG POWER INC COM NEW 72919P202 63,506 23,434 SH SOLE 23,434 0 0
PPG INDS INC COM 693506107 8,769,752 72,304 SH SOLE 72,304 0 0
PRIME MEDICINE INC COM 74168J101 833,198 225,799 SH SOLE 225,799 0 0
PROCTER & GAMBLE CO COM 742718109 2,925,468 19,950 SH SOLE 19,950 0 0
PUBLIC SVC ENTERPRISE GRP INC COM 744573106 3,074,828 37,886 SH SOLE 37,886 0 0
QUALCOMM INC COM 747525103 7,998,450 43,284 SH SOLE 43,284 0 0
QUALYS INC COM 74758T303 6,528,025 47,480 SH SOLE 47,480 0 0
QUANTUM SI INC COM CL A 74765K105 284,204 321,134 SH SOLE 321,134 0 0
RADWARE LTD ORD M81873107 2,289,226 74,181 SH SOLE 74,181 0 0
RAPID7 INC COM 753422104 4,662,708 575,643 SH SOLE 575,643 0 0
RAYONIER INC COM 754907103 1,253,392 58,900 SH SOLE 58,900 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 9,557,843 2,604,317 SH SOLE 2,604,317 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 502,725 80,436 SH SOLE 80,436 0 0
REPUBLIC SVCS INC COM 760759100 1,269,957 5,960 SH SOLE 5,960 0 0
ROBINHOOD MKTS INC COM CL A 770700102 19,152,979 190,995 SH SOLE 190,995 0 0
ROBLOX CORP CL A 771049103 19,081,996 350,901 SH SOLE 350,901 0 0
ROCKET LAB CORP COM 773121108 9,279,832 91,292 SH SOLE 91,292 0 0
ROKU INC CL A 77543R102 2,874,693 20,810 SH SOLE 20,810 0 0
ROPER TECHNOLOGIES INC COM 776696106 376,966 1,114 SH SOLE 1,114 0 0
RUBRIK INC CL A 781154109 8,890,368 110,742 SH SOLE 110,742 0 0
S&P GLOBAL INC COM 78409V104 7,863,376 19,308 SH SOLE 19,308 0 0
SCHRODINGER INC COM 80810D103 1,413,214 86,967 SH SOLE 86,967 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 552,923 20,865 SH SOLE 20,865 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,713,361 13,897 SH SOLE 13,897 0 0
SENTINELONE INC CL A 81730H109 5,551,803 327,154 SH SOLE 327,154 0 0
SHOPIFY INC COM NPV CL A 82509L107 21,812,262 191,034 SH SOLE 191,034 0 0
SMURFIT WESTROCK P COM USD0.001 G8267P108 215,942 4,668 SH SOLE 4,668 0 0
SNOWFLAKE INC COM USD 0.0001 833445109 5,431,285 21,341 SH SOLE 21,341 0 0
SOFI TECHNOLOGIES INC COM 83406F102 1,669,946 93,137 SH SOLE 93,137 0 0
SONOCO PRODS CO COM 835495102 1,810,356 32,127 SH SOLE 32,127 0 0
SOUTHERN CO COM USD5 842587107 538,369 5,625 SH SOLE 5,625 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 29,441,057 172,311 SH SOLE 172,311 0 0
SPDR SER TR BLOOMBERG SHT TE 78468R408 1,063,349 42,483 SH SOLE 42,483 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,610,124 10,041 SH SOLE 10,041 0 0
SSGA ACTIVE ETF TR STATE STREET BLA 78467V608 705,115 17,501 SH SOLE 17,501 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y308 369,828 4,452 SH SOLE 4,452 0 0
STATE STR CORP COM 857477103 1,012,342 5,969 SH SOLE 5,969 0 0
SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 313,195 1,974 SH SOLE 1,974 0 0
SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 283,239 6,247 SH SOLE 6,247 0 0
STRATA CRITICAL MEDICAL INC CL A COM 092667104 1,327,887 251,971 SH SOLE 251,971 0 0
STRYKER CORPORATION COM 863667101 12,009,257 38,144 SH SOLE 38,144 0 0
SUNBELT RENTALS HOLDINGS SHS 866966104 1,251,646 16,731 SH SOLE 16,731 0 0
SYMBOTIC INC CLASS A COM 87151X101 4,969,357 110,553 SH SOLE 110,553 0 0
SYNOPSYS INC COM 871607107 3,670,710 8,229 SH SOLE 8,229 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 54,797,337 114,742 SH SOLE 114,742 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 3,028,585 15,022 SH SOLE 15,022 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 764,934 1,147 SH SOLE 1,147 0 0
TEMPUS AI INC CL A 88023B103 20,333,256 350,997 SH SOLE 350,997 0 0
TENABLE HLDGS INC COM 88025T102 6,430,286 174,357 SH SOLE 174,357 0 0
TERADYNE INC COM 880770102 16,621,356 34,353 SH SOLE 34,353 0 0
TEREX CORP NEW COM 880779103 1,492,827 20,622 SH SOLE 20,622 0 0
TESLA INC COM 88160R101 58,833,107 139,879 SH SOLE 139,879 0 0
TETRA TECHNOLOGIES INC DEL COM 88162G103 1,363,897 47,210 SH SOLE 47,210 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 498,853 995 SH SOLE 995 0 0
TJX COS INC NEW COM 872540109 1,446,219 9,546 SH SOLE 9,546 0 0
T-MOBILE US INC COM 872590104 800,911 4,775 SH SOLE 4,775 0 0
TORO CO COM 891092108 338,632 3,476 SH SOLE 3,476 0 0
TRACTOR SUPPLY CO COM 892356106 603,372 19,088 SH SOLE 19,088 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,333,991 2,716 SH SOLE 2,716 0 0
TRIMBLE INC COM 896239100 3,842,031 75,069 SH SOLE 75,069 0 0
TWIST BIOSCIENCE CORP COM 90184D100 19,737,014 191,845 SH SOLE 191,845 0 0
UFP INDUSTRIES INC COM 90278Q108 274,307 3,023 SH SOLE 3,023 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,986,354 28,839 SH SOLE 28,839 0 0
US BANCORP DEL COM NEW 902973304 1,886,715 31,237 SH SOLE 31,237 0 0
UNITED PARCEL SERVICE INC CL B 911312106 12,638,883 117,571 SH SOLE 117,571 0 0
VALMONT INDS INC COM 920253101 1,264,944 2,190 SH SOLE 2,190 0 0
VARONIS SYS INC COM 922280102 6,232,822 148,542 SH SOLE 148,542 0 0
VENTAS INC COM 92276F100 1,205,904 13,580 SH SOLE 13,580 0 0
VERACYTE INC COM 92337F107 5,706,089 97,158 SH SOLE 97,158 0 0
VERALTO CORP COM SHS 92338C103 1,354,942 15,279 SH SOLE 15,279 0 0
VERISIGN INC COM 92343E102 4,512,735 17,939 SH SOLE 17,939 0 0
VERISK ANALYTICS INC COM 92345Y106 1,268,559 7,066 SH SOLE 7,066 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,226,068 52,576 SH SOLE 52,576 0 0
VISA INC COM CL A 92826C839 13,461,136 39,235 SH SOLE 39,235 0 0
WABTEC COM 929740108 1,360,941 5,048 SH SOLE 5,048 0 0
DISNEY WALT CO COM 254687106 10,693,375 111,100 SH SOLE 111,100 0 0
WASTE MGMT INC DEL COM 94106L109 6,858,018 30,770 SH SOLE 30,770 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 1,652,702 4,222 SH SOLE 4,222 0 0
WELLTOWER INC COM 95040Q104 1,425,826 6,282 SH SOLE 6,282 0 0
WESCO INTL INC COM 95082P105 1,298,126 3,758 SH SOLE 3,758 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,305,209 54,520 SH SOLE 54,520 0 0
X-ENERGY INC COM CL A 98386P102 5,384,547 293,276 SH SOLE 293,276 0 0
XPENG INC ADS 98422D105 1,002,228 75,697 SH SOLE 75,697 0 0
XYLEM INC COM 98419M100 2,169,035 18,349 SH SOLE 18,349 0 0
ZIFF DAVIS INC COM 48123V102 2,386,134 45,563 SH SOLE 45,563 0 0
ZOETIS INC CL A 98978V103 1,930,878 26,870 SH SOLE 26,870 0 0
ZSCALER INC COM 98980G102 5,631,885 39,900 SH SOLE 39,900 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 1,412,617 27,956 SH SOLE 27,956 0 0