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GOOGL,

Alphabet Inc.

GOOGL,

Alphabet Inc.

MA,

Mastercard Inc.

MA,

Mastercard Inc.

MSFT,

Microsoft Corp.

MSFT,

Microsoft Corp.

NAVN,

Navan, Inc.

NAVN,

Navan, Inc.

TSM,

Taiwan Semicondu...

TSM,

Taiwan Semiconductor Manufacturing Co. Ltd...

INTU,

Intuit Inc.

INTU,

Intuit Inc.

CMG,

Chipotle Mexican...

CMG,

Chipotle Mexican Grill, Inc.

RGTI,

Rigetti Computin...

RGTI,

Rigetti Computing, Inc.

ABNB,

Airbnb, Inc.

ABNB,

Airbnb, Inc.

ASMLF,

ASML Holding N.V.

ASMLF,

ASML Holding N.V.

AVGO,

Broadcom Inc.

AVGO,

Broadcom Inc.

BABA,

Alibaba Group Ho...

BABA,

Alibaba Group Holding Limited

BMI,

Badger Meter Inc.

BMI,

Badger Meter Inc.

CHWY,

Chewy Inc.

CHWY,

Chewy Inc.

COST,

Costco Wholesale...

COST,

Costco Wholesale Corporation

CRM,

Salesforce Inc.

CRM,

Salesforce Inc.

CRWV,

CoreWeave, Inc.

CRWV,

CoreWeave, Inc.

DASH,

DoorDash, Inc.

DASH,

DoorDash, Inc.

FOUR,

Shift4 Payments ...

FOUR,

Shift4 Payments Inc.

INTC,

Intel Corporation

INTC,

Intel Corporation

IONQ,

IonQ, Inc.

IONQ,

IonQ, Inc.

MELI,

MercadoLibre Inc.

MELI,

MercadoLibre Inc.

META,

Meta Platforms, ...

META,

Meta Platforms, Inc. Class A Common Stock

MU,

Micron Technolog...

MU,

Micron Technology Inc.

NFLX,

Netflix, Inc.

NFLX,

Netflix, Inc.