| Top holdings | Sector allocation | (%) |
|---|---|---|
| Super Micro Computer Inc | Computer Electronics | 2.84% |
| Natera Inc | Healthcare Equipment | 2.44% |
| elf Beauty Inc | Retail | 2.36% |
| Wingstop Inc | Leisure | 2.33% |
| NVIDIA Corp | Computer Electronics | 2.28% |
| Williams-Sonoma Inc | Retail | 2.24% |
| Uber Technologies Inc | Information Technology | 2.23% |
| General Electric Co | Diversified Industrial Goods | 2.18% |
| DoorDash Inc Cl A | Diversified Consumer Services | 2.17% |
| Lam Research Corp | Computer Electronics | 2.14% |
| PVH Corp | Consumer Non-durables | 2.14% |
| Onto Innovation Inc | Computer Electronics | 2.14% |
| MKS Instruments Inc | Manufacturing | 2.14% |
| Dell Technologies Inc Cl C | Computer Electronics | 2.09% |
| KKR & Co Inc | Asset Management | 2.09% |